Manchester Capital Management LLC
MANCHESTER VT · SEC CIK 0001393389
$6.94亿2026Q1 申报市值
1,306持仓数
48.2%前十大占比 · 第一大 15.3%
54 / 91新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$198.84万
WAT 加仓+$68.61万
TOUCHSTONE ETF T 新建仓+$44.94万
ZG 加仓+$44.33万
VCSH 加仓+$38.80万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$188.41万
FTAI 减仓-$133.67万
GLD 减仓-$84.94万
VTV 减仓-$63.24万
LITE 重新持有-$52.64万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CORT | CORCEPT THERAPEUTICS INC | $686 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC | $685 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $680 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $678 | 0.00% | 32 | 32 | — | $678 | 新建仓 |
| SLVM | SYLVAMO CORP | $676 | 0.00% | 16 | -11 | -40.7% | -$465 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $668 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $668 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $661 | 0.00% | 4 | 2 | 100.0% | $330 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $659 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $650 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $645 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $636 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $630 | 0.00% | 69 | 13 | 23.2% | $119 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $619 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $617 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $617 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $591 | 0.00% | 22 | -24 | -52.2% | -$645 | 重新持有 |
| NGVT | INGEVITY CORP | $570 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $570 | 0.00% | 38 | 38 | — | $570 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $568 | 0.00% | 11 | 10 | 1,000.0% | $516 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $567 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $563 | 0.00% | 21 | -40 | -65.6% | -$1,072 | 减仓 |
| PGNY | PROGYNY INC | $561 | 0.00% | 33 | 33 | — | $561 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO | $560 | 0.00% | 39 | 39 | — | $560 | 新建仓 |
| GSHD | GOOSEHEAD INS INC | $555 | 0.00% | 13 | 13 | — | $555 | 新建仓 |
| — | MCCORMICK & CO INC | $555 | 0.00% | 11 | 11 | — | $555 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $542 | 0.00% | 60 | -73 | -54.9% | -$659 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $542 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $541 | 0.00% | 25 | -511 | -95.3% | -$1.11万 | 减仓 |
| SYM | SYMBOTIC INC | $532 | 0.00% | 10 | -1 | -9.1% | -$53 | 减仓 |
| JBL | JABIL INC | $532 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $516 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $513 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $508 | 0.00% | 30 | -845 | -96.6% | -$1.43万 | 重新持有 |
| BLKB | BLACKBAUD INC | $502 | 0.00% | 13 | 13 | — | $502 | 新建仓 |
| UPWK | UPWORK INC | $494 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $494 | 0.00% | 7 | -565 | -98.8% | -$3.99万 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $481 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $461 | 0.00% | 29 | -90 | -75.6% | -$1,431 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $460 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $459 | 0.00% | 5 | -8 | -61.5% | -$734 | 减仓 |
| — | SELECT MED HLDGS CORP | $457 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $456 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $453 | 0.00% | 6 | 6 | — | $453 | 新建仓 |
| MAT | MATTEL INC | $451 | 0.00% | 31 | -40 | -56.3% | -$582 | 减仓 |
| KTB | KONTOOR BRANDS INC | $422 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $408 | 0.00% | 2 | -7 | -77.8% | -$1,428 | 减仓 |
| WYNN | WYNN RESORTS LTD | $407 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $393 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $387 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $383 | 0.00% | 46 | -14 | -23.3% | -$117 | 减仓 |
| MTDR | MATADOR RES CO | $380 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $379 | 0.00% | 5 | -26 | -83.9% | -$1,971 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $376 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $366 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $356 | 0.00% | 8 | -393 | -98.0% | -$1.75万 | 减仓 |
| PEN | PENUMBRA INC | $329 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $291 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $270 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $267 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $265 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $264 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $235 | 0.00% | 2 | -2 | -50.0% | -$235 | 减仓 |
| TILE | INTERFACE INC | $225 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $222 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $222 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $221 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $212 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $206 | 0.00% | 1 | 1 | — | $206 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $205 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $185 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $171 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $169 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $165 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $164 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $162 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $162 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $159 | 0.00% | 5 | -260 | -98.1% | -$8,268 | 减仓 |
| APPF | APPFOLIO INC | $158 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $152 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $151 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $149 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $149 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $147 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP | $145 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $138 | 0.00% | 3 | -168 | -98.2% | -$7,728 | 减仓 |
| ONON | ON HLDG AG | $137 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $134 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $118 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $118 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $114 | 0.00% | 3 | -37 | -92.5% | -$1,406 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $109 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $102 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $102 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $100 | 0.00% | 2 | -45 | -95.7% | -$2,250 | 减仓 |
| ESTC | ELASTIC N V | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $100 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $98 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $88 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |