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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $111.46万 | 0.15% | 8,232 | -67 | -0.8% | -$9,072 | 减仓 |
| SHOP | SHOPIFY INC | $111.18万 | 0.14% | 9,737 | -15 | -0.2% | -$1,713 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $111.05万 | 0.14% | 1,098 | 71 | 6.9% | $7.18万 | 加仓 |
| XSD | SPDR SERIES TRUST | $109.15万 | 0.14% | 1,750 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $108.73万 | 0.14% | 1,021 | 36 | 3.7% | $3.83万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $107.79万 | 0.14% | 1,102 | -1 | -0.1% | -$978 | 减仓 |
| DE | DEERE & CO | $106.69万 | 0.14% | 1,682 | 24 | 1.4% | $1.52万 | 加仓 |
| AME | AMETEK INC | $106.38万 | 0.14% | 4,397 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $105.39万 | 0.14% | 1,871 | 100 | 5.6% | $5.63万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $104.15万 | 0.14% | 20,922 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.22万 | 0.13% | 1,979 | -5 | -0.3% | -$2,507 | 减仓 |
| RSG | REPUBLIC SVCS INC | $95.35万 | 0.12% | 4,475 | 2 | 0.0% | $426 | 加仓 |
| KO | COCA COLA CO | $94.68万 | 0.12% | 11,650 | -7 | -0.1% | -$569 | 减仓 |
| SYK | STRYKER CORPORATION | $93.00万 | 0.12% | 2,954 | 102 | 3.6% | $3.21万 | 加仓 |
| SBUX | STARBUCKS CORP | $92.26万 | 0.12% | 9,028 | 125 | 1.4% | $1.28万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $92.03万 | 0.12% | 2,006 | -2 | -0.1% | -$918 | 减仓 |
| KLAC | KLA CORP | $89.97万 | 0.12% | 2,982 | -68 | -2.2% | -$2.05万 | 减仓 |
| BAC | BANK OF AMER CORP | $88.22万 | 0.11% | 15,483 | -2,314 | -13.0% | -$13.19万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $86.94万 | 0.11% | 6,868 | -4 | -0.1% | -$506 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $83.33万 | 0.11% | 3,355 | -74 | -2.2% | -$1.84万 | 减仓 |
| NFLX | NETFLIX INC. | $82.20万 | 0.11% | 11,512 | -59 | -0.5% | -$4,213 | 减仓 |
| ETN | EATON CORP PLC | $81.39万 | 0.11% | 1,910 | 24 | 1.3% | $1.02万 | 加仓 |
| UL | UNILEVER PLC | $81.38万 | 0.11% | 13,536 | 107 | 0.8% | $6,433 | 加仓 |
| — | EXXON MOBIL CORP | $80.19万 | 0.10% | 5,865 | 62 | 1.1% | $8,477 | 加仓 |
| PFE | PFIZER INC | $79.98万 | 0.10% | 33,216 | 389 | 1.2% | $9,367 | 加仓 |
| BILL | BILL HOLDINGS INC | $78.73万 | 0.10% | 21,773 | -9,146 | -29.6% | -$33.07万 | 减仓 |
| COR | CENCORA INC | $78.58万 | 0.10% | 2,777 | 30 | 1.1% | $8,489 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $78.18万 | 0.10% | 3,491 | -424 | -10.8% | -$9.50万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $76.75万 | 0.10% | 1,930 | 61 | 3.3% | $2.43万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $76.68万 | 0.10% | 13,939 | 13,939 | — | $76.68万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.86万 | 0.10% | 13,165 | -49 | -0.4% | -$2,823 | 减仓 |
| AZO | AUTOZONE INC | $75.74万 | 0.10% | 237 | 6 | 2.6% | $1.92万 | 加仓 |
| IYW | ISHARES TR | $74.86万 | 0.10% | 2,968 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $73.94万 | 0.10% | 5,670 | -818 | -12.6% | -$10.67万 | 减仓 |
| NUE | NUCOR CORP | $72.75万 | 0.09% | 3,266 | -2 | -0.1% | -$446 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $72.22万 | 0.09% | 2,670 | 26 | 1.0% | $7,032 | 加仓 |
| WFC | WELLS FARGO & CO | $71.86万 | 0.09% | 8,695 | 23 | 0.3% | $1,901 | 加仓 |
| VOE | VANGUARD INDEX FDS | $71.33万 | 0.09% | 3,610 | -297 | -7.6% | -$5.87万 | 减仓 |
| BLK | BLACKROCK INC | $71.06万 | 0.09% | 739 | 3 | 0.4% | $2,885 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $70.69万 | 0.09% | 15,590 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $67.11万 | 0.09% | 941 | 1 | 0.1% | $713 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $66.60万 | 0.09% | 1,797 | 37 | 2.1% | $1.37万 | 加仓 |
| MMM | 3M CO | $66.27万 | 0.09% | 4,093 | 8 | 0.2% | $1,295 | 加仓 |
| PGR | PROGRESSIVE CORP | $65.43万 | 0.09% | 2,995 | -18 | -0.6% | -$3,932 | 减仓 |
| IWS | ISHARES TR | $64.70万 | 0.08% | 3,931 | -44 | -1.1% | -$7,242 | 减仓 |
| AVY | AVERY DENNISON CORP | $64.06万 | 0.08% | 3,946 | 1 | 0.0% | $162 | 加仓 |
| CTAS | CINTAS CORP | $63.13万 | 0.08% | 3,712 | 1 | 0.0% | $170 | 加仓 |
| IWP | ISHARES TR | $62.78万 | 0.08% | 4,288 | -728 | -14.5% | -$10.66万 | 减仓 |
| DHR | DANAHER CORP DEL | $62.44万 | 0.08% | 3,278 | 37 | 1.1% | $7,048 | 加仓 |
| IGM | ISHARES TR | $62.34万 | 0.08% | 3,811 | -32 | -0.8% | -$5,235 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $61.07万 | 0.08% | 3,664 | 25 | 0.7% | $4,167 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.98万 | 0.08% | 6,622 | -16 | -0.2% | -$1,473 | 减仓 |
| LIN | LINDE PLC | $60.92万 | 0.08% | 1,174 | 79 | 7.2% | $4.10万 | 加仓 |
| URNM | SPROTT FDS TR | $57.32万 | 0.07% | 10,900 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $56.14万 | 0.07% | 5,832 | 171 | 3.0% | $1.65万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $55.63万 | 0.07% | 119,888 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $55.17万 | 0.07% | 7,668 | 34 | 0.4% | $2,446 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.12万 | 0.07% | 6,975 | 177 | 2.6% | $1.40万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $53.70万 | 0.07% | 2,401 | -11 | -0.5% | -$2,460 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $53.31万 | 0.07% | 8,989 | 76 | 0.9% | $4,508 | 加仓 |
| D | DOMINION ENERGY INC | $53.08万 | 0.07% | 7,773 | 37 | 0.5% | $2,527 | 加仓 |
| VHT | VANGUARD WORLD FD | $52.00万 | 0.07% | 1,739 | -383 | -18.0% | -$11.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $50.85万 | 0.07% | 5,794 | -965 | -14.3% | -$8.47万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $50.70万 | 0.07% | 4,733 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $50.57万 | 0.07% | 5,088 | 44 | 0.9% | $4,373 | 加仓 |
| ADBE | ADOBE INC | $50.31万 | 0.07% | 2,454 | -62 | -2.5% | -$1.27万 | 减仓 |
| CB | CHUBB LIMITED | $49.71万 | 0.06% | 1,459 | 25 | 1.7% | $8,519 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $48.47万 | 0.06% | 2,974 | 3 | 0.1% | $489 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.24万 | 0.06% | 2,039 | 169 | 9.0% | $4.00万 | 加仓 |
| NDAQ | NASDAQ INC | $47.67万 | 0.06% | 6,048 | -18 | -0.3% | -$1,419 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.34万 | 0.06% | 2,617 | 5 | 0.2% | $905 | 加仓 |
| WY | WEYERHAEUSER CO | $47.22万 | 0.06% | 19,726 | 7 | 0.0% | $168 | 加仓 |
| — | ELECTRONIC ARTS INC | $46.52万 | 0.06% | 2,269 | -10 | -0.4% | -$2,050 | 减仓 |
| VDE | VANGUARD WORLD FD | $45.47万 | 0.06% | 3,029 | 102 | 3.5% | $1.53万 | 加仓 |
| IYH | ISHARES TR | $44.66万 | 0.06% | 6,665 | -114 | -1.7% | -$7,639 | 减仓 |
| USB | US BANCORP | $44.38万 | 0.06% | 7,347 | 192 | 2.7% | $1.16万 | 加仓 |
| IYR | ISHARES TR | $43.82万 | 0.06% | 4,286 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $43.25万 | 0.06% | 5,700 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $43.06万 | 0.06% | 3,200 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $42.98万 | 0.06% | 2,530 | -82 | -3.1% | -$1.39万 | 减仓 |
| IWV | ISHARES TR | $42.64万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $41.40万 | 0.05% | 1,412 | 5 | 0.4% | $1,466 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $40.98万 | 0.05% | 9,602 | 386 | 4.2% | $1.65万 | 加仓 |
| BA | BOEING CO | $40.70万 | 0.05% | 1,880 | 73 | 4.0% | $1.58万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $40.57万 | 0.05% | 977 | 17 | 1.8% | $7,060 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $40.53万 | 0.05% | 1,129 | -2 | -0.2% | -$718 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $40.46万 | 0.05% | 4,622 | -6 | -0.1% | -$525 | 减仓 |
| IHI | ISHARES TR | $40.07万 | 0.05% | 8,110 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $38.69万 | 0.05% | 6,689 | 95 | 1.4% | $5,495 | 加仓 |
| CIEN | CIENA CORP | $38.36万 | 0.05% | 782 | -30 | -3.7% | -$1.47万 | 减仓 |
| WM | WASTE MGMT INC DEL | $38.29万 | 0.05% | 1,718 | 21 | 1.2% | $4,680 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $38.04万 | 0.05% | 1,124 | -12 | -1.1% | -$4,061 | 减仓 |
| NKE | NIKE INC | $38.02万 | 0.05% | 9,263 | 140 | 1.5% | $5,747 | 加仓 |
| HSBC | HSBC HLDGS PLC | $37.86万 | 0.05% | 3,981 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $36.86万 | 0.05% | 1,081 | 88 | 8.9% | $3.00万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $36.76万 | 0.05% | 6,857 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $36.64万 | 0.05% | 13,450 | -4,307 | -24.3% | -$11.73万 | 减仓 |
| EMR | EMERSON ELEC CO | $36.53万 | 0.05% | 2,552 | -29 | -1.1% | -$4,151 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.89万 | 0.05% | 1,657 | -1 | -0.1% | -$217 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $35.78万 | 0.05% | 6,347 | -144 | -2.2% | -$8,117 | 减仓 |