Manchester Capital Management LLC
MANCHESTER VT · SEC CIK 0001393389
$7.68亿2026Q2 申报市值
1,313持仓数
47.3%前十大占比 · 第一大 15.9%
59 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
Z 加仓+$1,432.78万
VTEC 新建仓+$181.08万
RDDT 加仓+$92.52万
VGSH 加仓+$82.09万
IGIB 加仓+$78.16万
2026Q2 卖出最多 按季末市值估算
FTAI 减仓-$2,265.45万
UPS 减仓-$875.24万
VYM 减仓-$129.27万
DSI 减仓-$91.43万
VTV 减仓-$79.52万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FULT | FULTON FINL CORP PA | $4,863 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $4,831 | 0.00% | 51 | -29 | -36.2% | -$2,747 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $4,759 | 0.00% | 32 | 23 | 255.6% | $3,421 | 加仓 |
| NMR | NOMURA HLDGS INC | $4,654 | 0.00% | 530 | -1,548 | -74.5% | -$1.36万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $4,638 | 0.00% | 530 | 461 | 668.1% | $4,034 | 加仓 |
| CNXC | CONCENTRIX CORP | $4,481 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $4,474 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $4,402 | 0.00% | 51 | 25 | 96.2% | $2,158 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $4,368 | 0.00% | 15 | -3 | -16.7% | -$874 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $4,362 | 0.00% | 101 | 76 | 304.0% | $3,282 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $4,296 | 0.00% | 93 | -1 | -1.1% | -$46 | 减仓 |
| MHK | MOHAWK INDS INC | $4,247 | 0.00% | 35 | -5 | -12.5% | -$607 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,236 | 0.00% | 24 | -13 | -35.1% | -$2,294 | 减仓 |
| CHE | CHEMED CORP NEW | $4,192 | 0.00% | 9 | 3 | 50.0% | $1,397 | 重新持有 |
| AXTA | AXALTA COATING SYS LTD | $4,141 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $4,134 | 0.00% | 134 | 134 | — | $4,134 | 新建仓 |
| AVT | AVNET INC | $4,086 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $4,045 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $3,964 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $3,910 | 0.00% | 44 | -1 | -2.2% | -$89 | 减仓 |
| TRU | TRANSUNION | $3,896 | 0.00% | 54 | 21 | 63.6% | $1,515 | 加仓 |
| WAFD | WAFD INC | $3,876 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $3,869 | 0.00% | 15 | -4 | -21.1% | -$1,032 | 减仓 |
| CMP | COMPASS MINERALS INTL INC | $3,861 | 0.00% | 124 | -69 | -35.8% | -$2,148 | 减仓 |
| BRO | BROWN & BROWN INC | $3,849 | 0.00% | 60 | -14 | -18.9% | -$898 | 减仓 |
| THO | THOR INDS INC | $3,834 | 0.00% | 51 | 5 | 10.9% | $376 | 加仓 |
| AROC | ARCHROCK INC | $3,827 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $3,820 | 0.00% | 45 | 44 | 4,400.0% | $3,735 | 加仓 |
| KIM | KIMCO REALTY CORP | $3,778 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $3,753 | 0.00% | 69 | -141 | -67.1% | -$7,669 | 减仓 |
| RNG | RINGCENTRAL INC | $3,743 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $3,736 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $3,730 | 0.00% | 115 | -21 | -15.4% | -$681 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3,726 | 0.00% | 33 | 33 | — | $3,726 | 新建仓 |
| NMIH | NMI HLDGS INC | $3,699 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $3,699 | 0.00% | 24 | 6 | 33.3% | $925 | 加仓 |
| FTDR | FRONTDOOR INC | $3,647 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $3,642 | 0.00% | 21 | 16 | 320.0% | $2,775 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3,641 | 0.00% | 60 | -43 | -41.7% | -$2,609 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $3,629 | 0.00% | 16 | -1 | -5.9% | -$227 | 减仓 |
| ELF | E L F BEAUTY INC | $3,626 | 0.00% | 49 | -9 | -15.5% | -$666 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $3,588 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $3,580 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $3,562 | 0.00% | 10 | 6 | 150.0% | $2,137 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $3,555 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $3,510 | 0.00% | 12 | -17 | -58.6% | -$4,972 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $3,499 | 0.00% | 70 | -9 | -11.4% | -$450 | 减仓 |
| MDU | MDU RES GROUP INC | $3,479 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $3,461 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $3,430 | 0.00% | 67 | -74 | -52.5% | -$3,788 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,427 | 0.00% | 121 | 57 | 89.1% | $1,614 | 加仓 |
| ONB | OLD NATL BANCORP IND | $3,419 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $3,414 | 0.00% | 60 | -6 | -9.1% | -$341 | 减仓 |
| QGEN | QIAGEN NV | $3,402 | 0.00% | 87 | -807 | -90.3% | -$3.16万 | 减仓 |
| MDB | MONGODB INC | $3,359 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| VLY | VALLEY NATL BANCORP | $3,355 | 0.00% | 229 | 21 | 10.1% | $308 | 加仓 |
| PVH | PVH CORPORATION | $3,342 | 0.00% | 45 | -10 | -18.2% | -$743 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $3,332 | 0.00% | 399 | -269 | -40.3% | -$2,246 | 减仓 |
| DT | DYNATRACE INC | $3,294 | 0.00% | 75 | 22 | 41.5% | $966 | 加仓 |
| INCY | INCYTE CORP | $3,288 | 0.00% | 29 | -2 | -6.5% | -$227 | 减仓 |
| NWS | NEWS CORP NEW | $3,284 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $3,258 | 0.00% | 12 | -437 | -97.3% | -$11.86万 | 减仓 |
| RRC | RANGE RES CORP | $3,236 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $3,180 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $3,067 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $3,061 | 0.00% | 85 | -29 | -25.4% | -$1,044 | 减仓 |
| GNTX | GENTEX CORP | $3,058 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,054 | 0.00% | 176 | -23 | -11.6% | -$399 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3,047 | 0.00% | 35 | -1 | -2.8% | -$87 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $3,046 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $3,031 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $3,027 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $3,006 | 0.00% | 39 | -2 | -4.9% | -$154 | 减仓 |
| MORN | MORNINGSTAR INC | $2,965 | 0.00% | 19 | -22 | -53.7% | -$3,433 | 减仓 |
| MSTR | STRATEGY INC | $2,956 | 0.00% | 34 | 7 | 25.9% | $609 | 加仓 |
| DIOD | DIODES INC | $2,955 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $2,935 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $2,931 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $2,931 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,930 | 0.00% | 16 | -8 | -33.3% | -$1,465 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,929 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $2,921 | 0.00% | 22 | 1 | 4.8% | $133 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $2,886 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $2,861 | 0.00% | 28 | 13 | 86.7% | $1,328 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $2,845 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2,831 | 0.00% | 23 | -12 | -34.3% | -$1,477 | 减仓 |
| CMC | COMMERCIAL METALS CO | $2,824 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $2,805 | 0.00% | 113 | -45 | -28.5% | -$1,117 | 减仓 |
| MDLN | MEDLINE INC | $2,801 | 0.00% | 71 | 71 | — | $2,801 | 新建仓 |
| MIDD | MIDDLEBY CORP | $2,753 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $2,736 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $2,727 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $2,724 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2,722 | 0.00% | 39 | 5 | 14.7% | $349 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $2,711 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $2,709 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $2,685 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $2,682 | 0.00% | 101 | -13 | -11.4% | -$345 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $2,667 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $2,663 | 0.00% | 70 | -720 | -91.1% | -$2.74万 | 减仓 |