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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $35.96万 | 0.05% | 1,807 | -57 | -3.1% | -$1.13万 | 减仓 |
| IVE | ISHARES TR | $35.75万 | 0.05% | 1,693 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $35.00万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $34.45万 | 0.05% | 5,700 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $34.32万 | 0.05% | 1,906 | -62 | -3.2% | -$1.12万 | 减仓 |
| SPGI | S&P GLOBAL INC | $34.11万 | 0.05% | 802 | -25 | -3.0% | -$1.06万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $33.85万 | 0.05% | 6,857 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $33.82万 | 0.05% | 2,581 | -55 | -2.1% | -$7,206 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.18万 | 0.05% | 2,268 | -106 | -4.5% | -$1.55万 | 减仓 |
| INTU | INTUIT | $33.08万 | 0.05% | 765 | -65 | -7.8% | -$2.81万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $32.84万 | 0.05% | 3,981 | -111 | -2.7% | -$9,156 | 减仓 |
| CVS | CVS HEALTH CORP | $32.74万 | 0.05% | 4,559 | -174 | -3.7% | -$1.25万 | 减仓 |
| ALMU | AELUMA INC | $32.68万 | 0.05% | 24,967 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $32.40万 | 0.05% | 1,658 | -2 | -0.1% | -$391 | 减仓 |
| ANET | ARISTA NETWORKS INC | $32.07万 | 0.05% | 2,612 | 56 | 2.2% | $6,876 | 加仓 |
| T | AT&T INC | $31.93万 | 0.05% | 11,014 | 317 | 3.0% | $9,190 | 加仓 |
| SIBN | SI BONE INC | $31.71万 | 0.05% | 25,107 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $31.52万 | 0.05% | 812 | 146 | 21.9% | $5.67万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $31.20万 | 0.04% | 1,808 | -20 | -1.1% | -$3,452 | 减仓 |
| KKR | KKR & CO INC | $30.77万 | 0.04% | 3,327 | -128 | -3.7% | -$1.18万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $30.16万 | 0.04% | 6,491 | 1,215 | 23.0% | $5.64万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $29.61万 | 0.04% | 1,015 | -11 | -1.1% | -$3,208 | 减仓 |
| IAU | ISHARES GOLD TR | $29.31万 | 0.04% | 3,325 | -2,000 | -37.6% | -$17.63万 | 减仓 |
| NVS | NOVARTIS AG | $29.18万 | 0.04% | 1,910 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $29.09万 | 0.04% | 1,343 | -890 | -39.9% | -$19.28万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.07万 | 0.04% | 481 | -146 | -23.3% | -$8.82万 | 减仓 |
| IJT | ISHARES TR | $28.94万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $28.54万 | 0.04% | 2,427 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $28.35万 | 0.04% | 1,131 | -12 | -1.0% | -$3,008 | 减仓 |
| SHLD | GLOBAL X FDS | $28.18万 | 0.04% | 3,978 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $27.91万 | 0.04% | 1,415 | 1,415 | — | $27.91万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $27.88万 | 0.04% | 5,527 | -107 | -1.9% | -$5,397 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $27.10万 | 0.04% | 5,937 | 387 | 7.0% | $1.77万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.04万 | 0.04% | 1,719 | -132 | -7.1% | -$2.08万 | 减仓 |
| DB | DEUTSCHE BK AG | $26.95万 | 0.04% | 9,050 | -19 | -0.2% | -$566 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $26.58万 | 0.04% | 1,272 | -210 | -14.2% | -$4.39万 | 减仓 |
| VRSN | VERISIGN INC | $26.52万 | 0.04% | 1,068 | 5 | 0.5% | $1,242 | 加仓 |
| IHE | ISHARES TR | $26.00万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $25.47万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $25.44万 | 0.04% | 2,528 | 13 | 0.5% | $1,308 | 加仓 |
| TM | TOYOTA MOTOR CORP | $25.33万 | 0.04% | 1,229 | -15 | -1.2% | -$3,091 | 减仓 |
| KEY | KEYCORP | $24.93万 | 0.04% | 12,435 | 468 | 3.9% | $9,383 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.42万 | 0.04% | 1,863 | -95 | -4.9% | -$1.25万 | 减仓 |
| MCO | MOODYS CORP | $24.39万 | 0.04% | 559 | 6 | 1.1% | $2,618 | 加仓 |
| PCAR | PACCAR INC | $24.09万 | 0.03% | 2,086 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.62万 | 0.03% | 1,435 | 6 | 0.4% | $987 | 加仓 |
| SYY | SYSCO CORP | $23.41万 | 0.03% | 3,282 | -19 | -0.6% | -$1,355 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.40万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.32万 | 0.03% | 2,481 | 117 | 4.9% | $1.10万 | 加仓 |
| HUBB | HUBBELL INC | $23.21万 | 0.03% | 473 | 153 | 47.8% | $7.51万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.07万 | 0.03% | 788 | -93 | -10.6% | -$2.72万 | 减仓 |
| BX | BLACKSTONE INC | $23.00万 | 0.03% | 2,000 | -105 | -5.0% | -$1.21万 | 减仓 |
| SO | SOUTHERN CO | $22.82万 | 0.03% | 2,364 | -37 | -1.5% | -$3,571 | 减仓 |
| AN | AUTONATION INC | $22.36万 | 0.03% | 1,145 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES TR | $22.00万 | 0.03% | 2,250 | 400 | 21.6% | $3.91万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.80万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $21.57万 | 0.03% | 1,371 | -950 | -40.9% | -$14.95万 | 减仓 |
| STT | STATE STR CORP | $21.55万 | 0.03% | 1,703 | 55 | 3.3% | $6,961 | 加仓 |
| ITB | ISHARES TR | $21.37万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $21.13万 | 0.03% | 2,321 | 478 | 25.9% | $4.35万 | 加仓 |
| DCI | DONALDSON INC | $20.84万 | 0.03% | 2,455 | -100 | -3.9% | -$8,487 | 减仓 |
| ICSH | ISHARES TR | $20.38万 | 0.03% | 4,026 | 4,026 | — | $20.38万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.25万 | 0.03% | 232 | 1 | 0.4% | $873 | 加仓 |
| URI | UNITED RENTALS INC | $20.04万 | 0.03% | 275 | -12 | -4.2% | -$8,743 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $19.84万 | 0.03% | 476 | -10 | -2.1% | -$4,167 | 减仓 |
| GE | GE AEROSPACE | $19.78万 | 0.03% | 697 | 12 | 1.8% | $3,405 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $19.73万 | 0.03% | 3,979 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $19.33万 | 0.03% | 2,457 | 715 | 41.0% | $5.63万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $19.10万 | 0.03% | 1,047 | -29 | -2.7% | -$5,290 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $19.01万 | 0.03% | 2,348 | 50 | 2.2% | $4,048 | 加仓 |
| ITA | ISHARES TR | $18.81万 | 0.03% | 860 | 360 | 72.0% | $7.88万 | 加仓 |
| IWO | ISHARES TR | $18.80万 | 0.03% | 599 | -30 | -4.8% | -$9,414 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $18.77万 | 0.03% | 1,387 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $18.74万 | 0.03% | 8,653 | -6 | -0.1% | -$130 | 减仓 |
| IXJ | ISHARES TR | $18.71万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $18.59万 | 0.03% | 1,678 | 488 | 41.0% | $5.41万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $18.43万 | 0.03% | 4,000 | -2,200 | -35.5% | -$10.14万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $18.41万 | 0.03% | 146 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $18.29万 | 0.03% | 925 | 362 | 64.3% | $7.16万 | 加仓 |
| KIE | SPDR SERIES TRUST | $18.15万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $18.13万 | 0.03% | 1,579 | 23 | 1.5% | $2,642 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $18.10万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $18.07万 | 0.03% | 2,640 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $17.92万 | 0.03% | 1,325 | -58 | -4.2% | -$7,843 | 减仓 |
| XBI | SPDR SERIES TRUST | $17.91万 | 0.03% | 1,402 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $17.72万 | 0.03% | 2,556 | 28 | 1.1% | $1,941 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $17.68万 | 0.03% | 396 | -9 | -2.2% | -$4,019 | 减仓 |
| ZTS | ZOETIS INC | $17.42万 | 0.03% | 1,474 | -178 | -10.8% | -$2.10万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $17.39万 | 0.03% | 1,929 | -275 | -12.5% | -$2.48万 | 减仓 |
| TMUS | T-MOBILE US INC | $17.29万 | 0.02% | 823 | -312 | -27.5% | -$6.55万 | 减仓 |
| TGT | TARGET CORP | $17.26万 | 0.02% | 1,424 | 97 | 7.3% | $1.18万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $16.67万 | 0.02% | 1,664 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $16.63万 | 0.02% | 1,017 | -3 | -0.3% | -$491 | 减仓 |
| BIIB | BIOGEN INC | $16.52万 | 0.02% | 901 | -3 | -0.3% | -$550 | 减仓 |
| ES | EVERSOURCE ENERGY | $16.42万 | 0.02% | 2,370 | -110 | -4.4% | -$7,621 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $16.38万 | 0.02% | 2,909 | -236 | -7.5% | -$1.33万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $16.36万 | 0.02% | 1,920 | -111 | -5.5% | -$9,461 | 减仓 |
| PWR | QUANTA SVCS INC | $16.36万 | 0.02% | 298 | 10 | 3.5% | $5,490 | 加仓 |
| ATR | APTARGROUP INC | $16.14万 | 0.02% | 1,281 | -8 | -0.6% | -$1,008 | 减仓 |
| ADSK | AUTODESK INC | $15.94万 | 0.02% | 666 | -19 | -2.8% | -$4,549 | 减仓 |