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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES TR | $35.72万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $35.67万 | 0.05% | 3,431 | 56 | 1.7% | $5,822 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $35.22万 | 0.05% | 2,677 | 26 | 1.0% | $3,421 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $34.99万 | 0.05% | 4,766 | -5,406 | -53.1% | -$39.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $34.45万 | 0.04% | 3,330 | -1,229 | -27.0% | -$12.71万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $34.30万 | 0.04% | 1,039 | 24 | 2.4% | $7,923 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.24万 | 0.04% | 8,087 | -385 | -4.5% | -$1.63万 | 减仓 |
| KR | KROGER CO | $33.43万 | 0.04% | 6,021 | 115 | 1.9% | $6,386 | 加仓 |
| PHM | PULTE GROUP INC | $33.30万 | 0.04% | 2,427 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $33.10万 | 0.04% | 438 | 14 | 3.3% | $1.06万 | 加仓 |
| IVE | ISHARES TR | $32.54万 | 0.04% | 1,433 | -260 | -15.4% | -$5.90万 | 减仓 |
| SPGI | S&P GLOBAL INC | $32.50万 | 0.04% | 798 | -4 | -0.5% | -$1,629 | 减仓 |
| MDT | MEDTRONIC PLC | $32.48万 | 0.04% | 4,152 | -121 | -2.8% | -$9,466 | 减仓 |
| EFX | EQUIFAX INC | $32.19万 | 0.04% | 2,028 | 122 | 6.4% | $1.94万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.94万 | 0.04% | 826 | 38 | 4.8% | $1.47万 | 加仓 |
| KKR | KKR & CO INC | $31.30万 | 0.04% | 3,410 | 83 | 2.5% | $7,618 | 加仓 |
| NVO | NOVO-NORDISK A S | $31.21万 | 0.04% | 6,510 | -5,101 | -43.9% | -$24.45万 | 减仓 |
| DB | DEUTSCHE BK AG | $30.55万 | 0.04% | 9,050 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $30.41万 | 0.04% | 1,859 | 51 | 2.8% | $8,342 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $30.28万 | 0.04% | 6,010 | 73 | 1.2% | $3,678 | 加仓 |
| NVS | NOVARTIS AG | $29.93万 | 0.04% | 1,910 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE ETF TRUST | $29.77万 | 0.04% | 11,268 | -7,975 | -41.4% | -$21.07万 | 减仓 |
| IHE | ISHARES TR | $29.70万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $28.90万 | 0.04% | 1,704 | 1 | 0.1% | $170 | 加仓 |
| KEY | KEYCORP | $28.81万 | 0.04% | 12,497 | 62 | 0.5% | $1,429 | 加仓 |
| MKC | MCCORMICK & CO INC | $28.52万 | 0.04% | 5,657 | 130 | 2.4% | $6,555 | 加仓 |
| MS | MORGAN STANLEY | $28.45万 | 0.04% | 1,361 | -74 | -5.2% | -$1.55万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $28.42万 | 0.04% | 25,675 | 25,675 | — | $28.42万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $28.42万 | 0.04% | 2,284 | -203 | -8.2% | -$2.53万 | 减仓 |
| HON | HONEYWELL INTL INC | $28.41万 | 0.04% | 1,269 | -1,221 | -49.0% | -$27.34万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.97万 | 0.04% | 1,265 | 1,265 | — | $27.97万 | 新建仓 |
| CME | CME GROUP INC | $27.82万 | 0.04% | 1,260 | -268 | -17.5% | -$5.92万 | 减仓 |
| URI | UNITED RENTALS INC | $27.08万 | 0.04% | 239 | -36 | -13.1% | -$4.08万 | 减仓 |
| SYY | SYSCO CORP | $26.96万 | 0.04% | 3,226 | -56 | -1.7% | -$4,680 | 减仓 |
| EMXC | ISHARES INC | $26.96万 | 0.04% | 2,635 | 178 | 7.2% | $1.82万 | 加仓 |
| IDGT | ISHARES TR | $26.94万 | 0.04% | 2,250 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $26.90万 | 0.04% | 229 | -3 | -1.3% | -$3,525 | 减仓 |
| VRSN | VERISIGN INC | $26.84万 | 0.03% | 1,067 | -1 | -0.1% | -$252 | 减仓 |
| AZN | ASTRAZENECA PLC | $26.83万 | 0.03% | 1,415 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $26.83万 | 0.03% | 2,401 | 80 | 3.4% | $8,940 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $26.47万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $26.25万 | 0.03% | 1,418 | 47 | 3.4% | $8,702 | 加仓 |
| IAU | ISHARES GOLD TR | $26.13万 | 0.03% | 3,461 | 136 | 4.1% | $1.03万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.04万 | 0.03% | 1,903 | 40 | 2.1% | $5,472 | 加仓 |
| ROST | ROSS STORES INC | $26.03万 | 0.03% | 1,223 | -120 | -8.9% | -$2.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.89万 | 0.03% | 2,219 | -49 | -2.2% | -$5,717 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.71万 | 0.03% | 688 | -9 | -1.3% | -$3,364 | 减仓 |
| SGOV | ISHARES TR | $25.67万 | 0.03% | 2,550 | 22 | 0.9% | $2,215 | 加仓 |
| T | AT&T INC | $25.41万 | 0.03% | 12,273 | 1,259 | 11.4% | $2.61万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $25.11万 | 0.03% | 1,246 | -26 | -2.0% | -$5,240 | 减仓 |
| PCAR | PACCAR INC | $25.06万 | 0.03% | 2,086 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $24.96万 | 0.03% | 551 | -8 | -1.4% | -$3,623 | 减仓 |
| HUBB | HUBBELL INC | $24.75万 | 0.03% | 473 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $24.66万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $24.30万 | 0.03% | 2,065 | 65 | 3.2% | $7,649 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $24.25万 | 0.03% | 476 | -5 | -1.0% | -$2,547 | 减仓 |
| XBI | SPDR SERIES TRUST | $23.92万 | 0.03% | 1,512 | 110 | 7.8% | $1.74万 | 加仓 |
| SHLD | GLOBAL X FDS | $23.75万 | 0.03% | 3,978 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $23.46万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $23.06万 | 0.03% | 1,305 | -82 | -5.9% | -$1.45万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.97万 | 0.03% | 1,724 | 46 | 2.7% | $6,129 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.94万 | 0.03% | 467 | -9 | -1.9% | -$4,420 | 减仓 |
| ESLT | ELBIT SYS LTD | $22.76万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $22.61万 | 0.03% | 2,640 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.61万 | 0.03% | 2,362 | -2 | -0.1% | -$191 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.59万 | 0.03% | 4,000 | 2,000 | 100.0% | $11.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $22.55万 | 0.03% | 1,124 | 77 | 7.4% | $1.54万 | 加仓 |
| DCI | DONALDSON INC | $22.49万 | 0.03% | 2,505 | 50 | 2.0% | $4,489 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $22.16万 | 0.03% | 1,927 | 671 | 53.4% | $7.72万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.00万 | 0.03% | 3,000 | 91 | 3.1% | $6,675 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $21.68万 | 0.03% | 8,653 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $21.60万 | 0.03% | 2,341 | -140 | -5.6% | -$1.29万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $21.46万 | 0.03% | 2,140 | 1,557 | 267.1% | $15.61万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.37万 | 0.03% | 1,736 | 17 | 1.0% | $2,093 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $21.35万 | 0.03% | 2,458 | -98 | -3.8% | -$8,510 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.31万 | 0.03% | 1,755 | 91 | 5.5% | $1.10万 | 加仓 |
| AN | AUTONATION INC | $21.27万 | 0.03% | 1,145 | 0 | 0.0% | — | 不变 |
| BGGG | BAILLIE GIFFORD ETF TR | $21.14万 | 0.03% | 5,994 | 5,994 | — | $21.14万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $20.93万 | 0.03% | 1,841 | -88 | -4.6% | -$1.00万 | 减仓 |
| ITA | ISHARES TR | $20.85万 | 0.03% | 860 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.79万 | 0.03% | 554 | 34 | 6.5% | $1.28万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $20.61万 | 0.03% | 1,224 | -5 | -0.4% | -$842 | 减仓 |
| ICSH | ISHARES TR | $20.57万 | 0.03% | 4,068 | 42 | 1.0% | $2,124 | 加仓 |
| IWO | ISHARES TR | $20.41万 | 0.03% | 518 | -81 | -13.5% | -$3.19万 | 减仓 |
| SNOW | SNOWFLAKE INC | $20.39万 | 0.03% | 801 | 1 | 0.1% | $255 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $20.18万 | 0.03% | 158 | 12 | 8.2% | $1.53万 | 加仓 |
| KIE | SPDR SERIES TRUST | $20.13万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.91万 | 0.03% | 417 | 13 | 3.2% | $6,208 | 加仓 |
| IXJ | ISHARES TR | $19.68万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $19.63万 | 0.03% | 3,979 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $19.55万 | 0.03% | 905 | 4 | 0.4% | $864 | 加仓 |
| INTU | INTUIT | $19.52万 | 0.03% | 748 | -17 | -2.2% | -$4,437 | 减仓 |
| IONQ | IONQ INC | $19.43万 | 0.03% | 3,649 | 2,249 | 160.6% | $11.98万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $19.42万 | 0.03% | 391 | -5 | -1.3% | -$2,484 | 减仓 |
| SOXX | ISHARES TR | $19.22万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $19.20万 | 0.02% | 846 | -79 | -8.5% | -$1.79万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $18.96万 | 0.02% | 989 | 35 | 3.7% | $6,711 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $18.89万 | 0.02% | 2,327 | -21 | -0.9% | -$1,704 | 减仓 |
| IJR | ISHARES TR | $18.84万 | 0.02% | 1,270 | 438 | 52.6% | $6.50万 | 加仓 |