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 |
|---|---|---|---|---|---|---|---|---|
| AVA | AVISTA CORP | $778 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $778 | 0.00% | 11 | 11 | — | $778 | 新建仓 |
| JBL | JABIL INC | $771 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $764 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $764 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $756 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $755 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $755 | 0.00% | 10 | 10 | — | $755 | 新建仓 |
| ADNT | ADIENT PLC | $754 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $737 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $736 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $728 | 0.00% | 37 | 9 | 32.1% | $177 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $726 | 0.00% | 8 | -3 | -27.3% | -$272 | 减仓 |
| BKE | BUCKLE INC | $718 | 0.00% | 17 | -7 | -29.2% | -$296 | 减仓 |
| SAM | BOSTON BEER INC | $709 | 0.00% | 4 | -2 | -33.3% | -$354 | 减仓 |
| KSS | KOHLS CORP | $709 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $706 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $697 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $697 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $695 | 0.00% | 46 | 46 | — | $695 | 新建仓 |
| YETI | YETI HLDGS INC | $694 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $691 | 0.00% | 52 | 13 | 33.3% | $173 | 加仓 |
| NU | NU HLDGS LTD | $682 | 0.00% | 51 | 2 | 4.1% | $27 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $650 | 0.00% | 48 | -24 | -33.3% | -$325 | 减仓 |
| BL | BLACKLINE INC | $646 | 0.00% | 23 | 23 | — | $646 | 新建仓 |
| APPF | APPFOLIO INC | $642 | 0.00% | 4 | 3 | 300.0% | $482 | 加仓 |
| RITM | RITHM CAPITAL CORP | $639 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $638 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $638 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $636 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $631 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $630 | 0.00% | 8 | 8 | — | $630 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $627 | 0.00% | 43 | 43 | — | $627 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $606 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $605 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $600 | 0.00% | 5 | -2 | -28.6% | -$240 | 减仓 |
| NGVT | INGEVITY CORP | $598 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $595 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $594 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $587 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $583 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $565 | 0.00% | 6 | -90 | -93.8% | -$8,475 | 减仓 |
| CALX | CALIX INC | $560 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $540 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $534 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $501 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $474 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $439 | 0.00% | 7 | 7 | — | $439 | 新建仓 |
| WWD | WOODWARD INC | $426 | 0.00% | 1 | 1 | — | $426 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $421 | 0.00% | 14 | -184 | -92.9% | -$5,533 | 减仓 |
| AWR | AMER STATES WTR CO | $414 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $407 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $393 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $390 | 0.00% | 2 | 1 | 100.0% | $195 | 加仓 |
| WYNN | WYNN RESORTS LTD | $389 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $381 | 0.00% | 1 | 1 | — | $381 | 新建仓 |
| UPWK | UPWORK INC | $377 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $363 | 0.00% | 1 | -1 | -50.0% | -$363 | 减仓 |
| TILE | INTERFACE INC | $323 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $316 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $304 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $302 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $299 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $290 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $287 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $282 | 0.00% | 2 | -22 | -91.7% | -$3,102 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $280 | 0.00% | 5 | 5 | — | $280 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $276 | 0.00% | 2 | -8 | -80.0% | -$1,104 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $272 | 0.00% | 1 | 1 | — | $272 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $245 | 0.00% | 1 | 1 | — | $245 | 新建仓 |
| WDFC | WD 40 CO | $244 | 0.00% | 1 | -1 | -50.0% | -$244 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $243 | 0.00% | 3 | 3 | — | $243 | 新建仓 |
| SCI | SERVICE CORP INTL | $228 | 0.00% | 3 | -12 | -80.0% | -$912 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $219 | 0.00% | 3 | -1 | -25.0% | -$73 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $210 | 0.00% | 2 | -1 | -33.3% | -$105 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $209 | 0.00% | 3 | 3 | — | $209 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $204 | 0.00% | 2 | 2 | — | $204 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $202 | 0.00% | 1 | 1 | — | $202 | 新建仓 |
| ATI | ATI INC | $198 | 0.00% | 1 | 1 | — | $198 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $180 | 0.00% | 4 | -4 | -50.0% | -$180 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $164 | 0.00% | 2 | -1 | -33.3% | -$82 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $164 | 0.00% | 2 | 2 | — | $164 | 新建仓 |
| RBRK | RUBRIK INC. | $161 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $160 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $160 | 0.00% | 1 | 1 | — | $160 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $159 | 0.00% | 2 | -3 | -60.0% | -$238 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $158 | 0.00% | 1 | 1 | — | $158 | 新建仓 |
| CAVA | CAVA GROUP INC | $157 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $151 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $151 | 0.00% | 1 | 1 | — | $151 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $149 | 0.00% | 1 | 1 | — | $149 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| WULF | TERAWULF INC | $149 | 0.00% | 6 | 6 | — | $149 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $146 | 0.00% | 2 | -1 | -33.3% | -$73 | 减仓 |
| BROS | DUTCH BROS INC | $144 | 0.00% | 2 | -1 | -33.3% | -$72 | 减仓 |
| HRI | HERC HLDGS INC | $144 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $144 | 0.00% | 3 | 3 | — | $144 | 新建仓 |
| VTS | VITESSE ENERGY INC | $142 | 0.00% | 9 | 0 | 0.0% | — | 不变 |