13F 机构持仓

Manchester Capital Management LLC

MANCHESTER VT · SEC CIK 0001393389

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 15.9%
AAPL 9.4%
UPS 3.6%
VOO 3.4%
AMZN 3.4%
GOOG 2.6%
NVDA 2.6%
DSI 2.4%
GOOGL 2.3%
MSFT 1.9%

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
MDYV SPDR SERIES TRUST $2,6560.00%28 00.0% — 不变
RAL RALLIANT CORP $2,6510.00%36 1463.6% $1,031 加仓
BATRK ATLANTA BRAVES HLDGS INC $2,6470.00%51 00.0% — 不变
LAD LITHIA MTRS INC $2,6150.00%9 00.0% — 不变
BC BRUNSWICK CORP $2,6120.00%31 00.0% — 不变
OSK OSHKOSH CORP $2,6100.00%17 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $2,5950.00%100 00.0% — 不变
DOCU DOCUSIGN INC $2,5770.00%58 816.0% $355 加仓
FUL FULLER H B CO $2,5070.00%43 00.0% — 不变
SLGN SILGAN HLDGS INC $2,4590.00%53 00.0% — 不变
BF/A BROWN FORMAN CORP $2,3810.00%87 66314.3% $1,806 加仓
TNL TRAVEL PLUS LEISURE CO $2,3700.00%31 00.0% — 不变
TXG 10X GENOMICS INC $2,3390.00%61 00.0% — 不变
BSV VANGUARD BD INDEX FDS $2,3380.00%30 -255-89.5% -$1.99万 减仓
SNDR SCHNEIDER NATIONAL INC $2,3380.00%64 00.0% — 不变
MATX MATSON INC $2,3070.00%12 00.0% — 不变
P EVERPURE INC $2,2850.00%29 -890-96.8% -$7.01万 减仓
PRIM PRIMORIS SVCS CORP $2,2800.00%23 00.0% — 不变
MKTX MARKETAXESS HLDGS INC $2,2700.00%20 -15-42.9% -$1,702 减仓
TDOC TELADOC HEALTH INC $2,2650.00%267 267— $2,265 新建仓
VSH VISHAY INTERTECHNOLOGY INC $2,2590.00%42 00.0% — 不变
FN FABRINET $2,2490.00%4 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $2,2420.00%26 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $2,2420.00%26 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $2,2190.00%7 00.0% — 不变
QTWO Q2 HLDGS INC $2,2130.00%46 00.0% — 不变
NEOG NEOGEN CORP $2,2120.00%246 00.0% — 不变
APG API GROUP CORP $2,2030.00%52 00.0% — 不变
AVTR AVANTOR INC $2,1980.00%222 8258.6% $812 加仓
UTHR UNITED THERAPEUTICS CORP DEL $2,1680.00%4 00.0% — 不变
AAON AAON INC $2,1570.00%17 00.0% — 不变
SNX TD SYNNEX CORPORATION $2,1390.00%8 -2-20.0% -$535 减仓
ICFI ICF INTL INC $2,1130.00%29 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $2,0980.00%19 00.0% — 不变
MAC MACERICH CO $2,0910.00%83 00.0% — 不变
HQY HEALTHEQUITY INC $2,0780.00%23 00.0% — 不变
SR SPIRE INC $2,0310.00%26 00.0% — 不变
DAR DARLING INGREDIENTS INC $2,0210.00%37 -18-32.7% -$983 减仓
HUBS HUBSPOT INC $2,0080.00%11 -21-65.6% -$3,833 减仓
TDS TELEPHONE & DATA SYS INC $1,9990.00%54 00.0% — 不变
ROL ROLLINS INC $1,9620.00%47 -15-24.2% -$626 减仓
MRCY MERCURY SYS INC $1,9580.00%16 00.0% — 不变
MKL MARKEL GROUP INC $1,9540.00%1 00.0% — 不变
BKH BLACK HILLS CORP $1,9350.00%26 523.8% $372 加仓
TXRH TEXAS ROADHOUSE INC $1,9330.00%10 6150.0% $1,160 加仓
M MACYS INC $1,9320.00%82 00.0% — 不变
DEO DIAGEO PLC $1,9300.00%24 -22-47.8% -$1,769 减仓
RGA REINSURANCE GROUP AMER INC $1,9140.00%9 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $1,9130.00%40 00.0% — 不变
KWR QUAKER HOUGHTON $1,9070.00%12 00.0% — 不变
SKT TANGER INC $1,8950.00%48 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $1,8950.00%10 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $1,8730.00%10 10— $1,873 新建仓
DKNG DRAFTKINGS INC NEW $1,8700.00%74 -81-52.3% -$2,047 减仓
KFY KORN FERRY $1,8650.00%28 -5-15.2% -$333 减仓
NBIX NEUROCRINE BIOSCIENCES INC $1,8540.00%11 00.0% — 不变
GEN GEN DIGITAL INC $1,8420.00%74 1627.6% $398 加仓
LSCC LATTICE SEMICONDUCTOR CORP $1,8360.00%12 -3-20.0% -$459 减仓
SITE SITEONE LANDSCAPE SUPPLY INC $1,8310.00%16 00.0% — 不变
G GENPACT LIMITED $1,8150.00%66 42175.0% $1,155 加仓
RHI ROBERT HALF INC. $1,8120.00%59 -541-90.2% -$1.66万 重新持有
FIVE FIVE BELOW INC $1,7980.00%10 00.0% — 不变
PRLB PROTO LABS INC $1,7940.00%22 00.0% — 不变
RPM RPM INTL INC $1,7790.00%16 00.0% — 不变
DPZ DOMINOS PIZZA INC $1,7770.00%6 -18-75.0% -$5,331 减仓
FOXA FOX CORP $1,7740.00%34 -5-12.8% -$261 减仓
PUK PRUDENTIAL PLC $1,7700.00%66 -728-91.7% -$1.95万 减仓
MTN VAIL RESORTS INC $1,7700.00%13 7116.7% $953 加仓
J JACOBS SOLUTIONS INC $1,7640.00%14 00.0% — 不变
ICUI ICU MED INC $1,7600.00%12 00.0% — 不变
PB PROSPERITY BANCSHARES INC $1,7530.00%24 00.0% — 不变
TEX TEREX CORP NEW $1,7380.00%24 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $1,7320.00%20 15300.0% $1,299 加仓
FTI TECHNIPFMC PLC $1,7240.00%26 00.0% — 不变
MAN MANPOWERGROUP INC WIS $1,7230.00%51 2170.0% $709 重新持有
EXPO EXPONENT INC $1,7050.00%29 -4-12.1% -$235 减仓
RWR SPDR SERIES TRUST $1,6950.00%15 -15-50.0% -$1,695 减仓
KMX CARMAX INC $1,6930.00%32 00.0% — 不变
CRVL CORVEL CORP $1,6890.00%27 00.0% — 不变
ESNT ESSENT GROUP LTD $1,6720.00%26 00.0% — 不变
DAN DANA INC $1,6600.00%61 00.0% — 不变
CORT CORCEPT THERAPEUTICS INC $1,6530.00%19 211.8% $174 加仓
MTX MINERALS TECHNOLOGIES INC $1,6280.00%22 00.0% — 不变
SM SM ENERGY COMPANY $1,6190.00%62 00.0% — 不变
KN KNOWLES CORP $1,6180.00%39 00.0% — 不变
SLG SL GREEN RLTY CORP $1,6050.00%31 00.0% — 不变
R RYDER SYS INC $1,5830.00%6 -2-25.0% -$528 减仓
NEU NEWMARKET CORP $1,5830.00%2 00.0% — 不变
EXEL EXELIXIS INC $1,5780.00%29 311.5% $163 加仓
ESI ELEMENT SOLUTIONS INC $1,5760.00%33 00.0% — 不变
OTEX OPEN TEXT CORP $1,5730.00%71 -505-87.7% -$1.12万 减仓
MSA MSA SAFETY INC $1,5720.00%9 112.5% $175 加仓
CGON CG ONCOLOGY INC $1,5640.00%22 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1,5440.00%201 00.0% — 不变
WLK WESTLAKE CORPORATION $1,5330.00%21 00.0% — 不变
ADC AGREE RLTY CORP $1,5150.00%20 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $1,5150.00%7 00.0% — 不变
CBSH COMMERCE BANCSHARES INC $1,5020.00%26 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $1,4980.00%34 00.0% — 不变
AVNT AVIENT CORPORATION $1,4790.00%40 00.0% — 不变