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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $93.40万 | 0.13% | 1,658 | -36 | -2.1% | -$2.03万 | 减仓 |
| PFE | PFIZER INC | $92.18万 | 0.13% | 32,827 | 2,584 | 8.5% | $7.26万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $91.95万 | 0.13% | 4,419 | -241 | -5.2% | -$5.01万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $89.98万 | 0.13% | 6,872 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $89.46万 | 0.13% | 3,004 | 2,304 | 329.1% | $68.61万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $89.24万 | 0.13% | 2,008 | -8 | -0.4% | -$3,555 | 减仓 |
| KO | COCA COLA CO | $88.65万 | 0.13% | 11,657 | -35 | -0.3% | -$2,662 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.88万 | 0.13% | 1,027 | 29 | 2.9% | $2.45万 | 加仓 |
| BAC | BANK AMERICA CORP | $86.76万 | 0.12% | 17,797 | -506 | -2.8% | -$2.47万 | 减仓 |
| COR | CENCORA INC | $86.29万 | 0.12% | 2,747 | -42 | -1.5% | -$1.32万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $86.16万 | 0.12% | 1,869 | -240 | -11.4% | -$11.06万 | 减仓 |
| RDDT | REDDIT INC | $85.62万 | 0.12% | 6,359 | 1 | 0.0% | $135 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $80.14万 | 0.12% | 13,214 | -191 | -1.4% | -$1.16万 | 减仓 |
| SBUX | STARBUCKS CORP | $79.76万 | 0.11% | 8,903 | -2,011 | -18.4% | -$18.02万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $79.55万 | 0.11% | 3,915 | -104 | -2.6% | -$2.11万 | 减仓 |
| AZO | AUTOZONE INC | $78.03万 | 0.11% | 231 | 4 | 1.8% | $1.35万 | 加仓 |
| UL | UNILEVER PLC | $76.51万 | 0.11% | 13,429 | -56 | -0.4% | -$3,190 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $74.91万 | 0.11% | 10,172 | 261 | 2.6% | $1.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $74.47万 | 0.11% | 4,537 | 35 | 0.8% | $5,745 | 加仓 |
| ASML | ASML HLDG NV | $74.23万 | 0.11% | 562 | -23 | -3.9% | -$3.04万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $74.17万 | 0.11% | 6,488 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $74.14万 | 0.11% | 3,819 | -74 | -1.9% | -$1.44万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $72.00万 | 0.10% | 3,907 | -212 | -5.1% | -$3.91万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $71.54万 | 0.10% | 15,590 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $71.03万 | 0.10% | 13,347 | -7,504 | -36.0% | -$39.94万 | 减仓 |
| BLK | BLACKROCK INC | $70.78万 | 0.10% | 736 | -5 | -0.7% | -$4,809 | 减仓 |
| CAT | CATERPILLAR INC | $69.78万 | 0.10% | 985 | -76 | -7.2% | -$5.38万 | 减仓 |
| PYLD | PIMCO ETF TR | $69.68万 | 0.10% | 26,597 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $69.04万 | 0.10% | 8,672 | 244 | 2.9% | $1.94万 | 加仓 |
| URNM | SPROTT FDS TR | $68.83万 | 0.10% | 10,900 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $68.82万 | 0.10% | 2,644 | -57 | -2.1% | -$1.48万 | 减仓 |
| AVY | AVERY DENNISON CORP | $68.12万 | 0.10% | 3,945 | -14 | -0.4% | -$2,418 | 减仓 |
| LRCX | LAM RESEARCH CORP | $67.54万 | 0.10% | 3,161 | 82 | 2.7% | $1.75万 | 加仓 |
| ETN | EATON CORP PLC | $67.46万 | 0.10% | 1,886 | -141 | -7.0% | -$5.04万 | 减仓 |
| INTC | INTEL CORP | $65.98万 | 0.10% | 14,951 | 214 | 1.5% | $9,444 | 加仓 |
| ZG | ZILLOW GROUP INC | $65.89万 | 0.09% | 15,919 | 10,711 | 205.7% | $44.33万 | 加仓 |
| IWP | ISHARES TR | $64.27万 | 0.09% | 5,016 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $63.12万 | 0.09% | 3,639 | -63 | -1.7% | -$1.09万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $62.78万 | 0.09% | 6,759 | -410 | -5.7% | -$3.81万 | 减仓 |
| CTAS | CINTAS CORP | $62.77万 | 0.09% | 3,711 | -5 | -0.1% | -$846 | 减仓 |
| DHR | DANAHER CORP DEL | $61.45万 | 0.09% | 3,241 | -78 | -2.4% | -$1.48万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $61.28万 | 0.09% | 6,638 | -48 | -0.7% | -$4,431 | 减仓 |
| ADBE | ADOBE INC | $61.16万 | 0.09% | 2,516 | -126 | -4.8% | -$3.06万 | 减仓 |
| PGR | PROGRESSIVE CORP | $59.73万 | 0.09% | 3,013 | -23 | -0.8% | -$4,560 | 减仓 |
| MMM | 3M CO | $59.33万 | 0.09% | 4,085 | -30 | -0.7% | -$4,357 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC | $59.22万 | 0.09% | 119,888 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $57.93万 | 0.08% | 3,975 | -300 | -7.0% | -$4.37万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $57.83万 | 0.08% | 9,216 | 196 | 2.2% | $1.23万 | 加仓 |
| VHT | VANGUARD WORLD FD | $57.79万 | 0.08% | 2,122 | -93 | -4.2% | -$2.53万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.56万 | 0.08% | 1,760 | -62 | -3.4% | -$2.03万 | 减仓 |
| XSD | SPDR SERIES TRUST | $57.07万 | 0.08% | 1,750 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $56.28万 | 0.08% | 2,490 | -92 | -3.6% | -$2.08万 | 减仓 |
| AMAT | APPLIED MATLS INC | $55.85万 | 0.08% | 1,634 | 82 | 5.3% | $2.80万 | 加仓 |
| NUE | NUCOR CORP | $55.26万 | 0.08% | 3,268 | -39 | -1.2% | -$6,595 | 减仓 |
| DIS | DISNEY WALT CO | $54.57万 | 0.08% | 5,661 | 713 | 14.4% | $6.87万 | 加仓 |
| LIN | LINDE PLC | $54.29万 | 0.08% | 1,095 | -32 | -2.8% | -$1.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.09万 | 0.08% | 2,659 | -206 | -7.2% | -$4.19万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $53.89万 | 0.08% | 6,798 | 4,895 | 257.2% | $38.80万 | 加仓 |
| IYW | ISHARES TR | $53.85万 | 0.08% | 2,968 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $52.47万 | 0.08% | 4,733 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $51.49万 | 0.07% | 6,066 | 299 | 5.2% | $2.54万 | 加仓 |
| VDE | VANGUARD WORLD FD | $50.65万 | 0.07% | 2,927 | -373 | -11.3% | -$6.45万 | 减仓 |
| CMI | CUMMINS INC | $50.57万 | 0.07% | 940 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $50.38万 | 0.07% | 7,634 | -284 | -3.6% | -$1.87万 | 减仓 |
| BILS | SPDR SERIES TRUST | $50.15万 | 0.07% | 5,044 | -287 | -5.4% | -$2.85万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $49.31万 | 0.07% | 2,487 | -716 | -22.4% | -$14.20万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $48.56万 | 0.07% | 2,238 | -10 | -0.4% | -$2,170 | 减仓 |
| NKE | NIKE INC | $48.19万 | 0.07% | 9,123 | -1,482 | -14.0% | -$7.83万 | 减仓 |
| WY | WEYERHAEUSER CO | $48.17万 | 0.07% | 19,719 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $47.82万 | 0.07% | 7,736 | -21 | -0.3% | -$1,298 | 减仓 |
| FALN | ISHARES TR | $47.45万 | 0.07% | 17,757 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $46.74万 | 0.07% | 1,434 | -43 | -2.9% | -$1.40万 | 减仓 |
| — | ELECTRONIC ARTS INC | $46.46万 | 0.07% | 2,279 | -73 | -3.1% | -$1.49万 | 减仓 |
| IGM | ISHARES TR | $45.54万 | 0.07% | 3,843 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $45.13万 | 0.07% | 1,528 | 256 | 20.1% | $7.56万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.99万 | 0.06% | 2,412 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE ETF TRUST | $44.94万 | 0.06% | 19,243 | 19,243 | — | $44.94万 | 新建仓 |
| KLAC | KLA CORP | $44.91万 | 0.06% | 305 | -68 | -18.2% | -$10.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $44.55万 | 0.06% | 3,375 | -1,274 | -27.4% | -$16.82万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $44.11万 | 0.06% | 8,913 | 4,077 | 84.3% | $20.18万 | 加仓 |
| IHI | ISHARES TR | $43.27万 | 0.06% | 8,110 | 610 | 8.1% | $3.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.19万 | 0.06% | 2,612 | -2,109 | -44.7% | -$34.87万 | 减仓 |
| KR | KROGER CO | $42.74万 | 0.06% | 5,906 | -125 | -2.1% | -$9,045 | 减仓 |
| NVO | NOVO-NORDISK A S | $42.67万 | 0.06% | 11,611 | 6,697 | 136.3% | $24.61万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $42.55万 | 0.06% | 2,971 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $42.53万 | 0.06% | 8,472 | 578 | 7.3% | $2.90万 | 加仓 |
| IYH | ISHARES TR | $41.79万 | 0.06% | 6,779 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $41.66万 | 0.06% | 960 | -18 | -1.8% | -$7,811 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.87万 | 0.06% | 1,407 | -10 | -0.7% | -$2,905 | 减仓 |
| IYR | ISHARES TR | $40.53万 | 0.06% | 4,286 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.22万 | 0.06% | 1,870 | -16 | -0.8% | -$3,441 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $40.20万 | 0.06% | 1,136 | 21 | 1.9% | $7,431 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.00万 | 0.06% | 1,697 | 7 | 0.4% | $1,609 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $38.01万 | 0.05% | 6,594 | 127 | 2.0% | $7,320 | 加仓 |
| USB | US BANCORP | $37.21万 | 0.05% | 7,155 | -223 | -3.0% | -$1.16万 | 减仓 |
| IWV | ISHARES TR | $37.07万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $37.03万 | 0.05% | 4,273 | 192 | 4.7% | $1.66万 | 加仓 |
| MCK | MCKESSON CORP | $36.69万 | 0.05% | 424 | -31 | -6.8% | -$2.68万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $36.14万 | 0.05% | 4,628 | 4 | 0.1% | $312 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $36.08万 | 0.05% | 2,651 | 473 | 21.7% | $6.44万 | 加仓 |