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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $15.92万 | 0.02% | 993 | 176 | 21.5% | $2.82万 | 加仓 |
| HDV | ISHARES TR | $15.82万 | 0.02% | 1,166 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $15.78万 | 0.02% | 1,933 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $15.71万 | 0.02% | 3,417 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $15.61万 | 0.02% | 954 | 246 | 34.7% | $4.02万 | 加仓 |
| CRM | SALESFORCE INC | $15.46万 | 0.02% | 828 | -102 | -11.0% | -$1.90万 | 减仓 |
| INFL | LISTED FDS TR | $15.26万 | 0.02% | 2,931 | 2,931 | — | $15.26万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $15.14万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $15.14万 | 0.02% | 840 | -109 | -11.5% | -$1.96万 | 减仓 |
| XHB | SPDR SERIES TRUST | $14.81万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $14.63万 | 0.02% | 1,563 | 438 | 38.9% | $4.10万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $14.45万 | 0.02% | 520 | 55 | 11.8% | $1.53万 | 加仓 |
| NUSC | NUSHARES ETF TR | $14.43万 | 0.02% | 3,203 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $14.43万 | 0.02% | 2,586 | 84 | 3.4% | $4,687 | 加仓 |
| KXI | ISHARES TR | $14.41万 | 0.02% | 2,150 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $14.29万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $14.23万 | 0.02% | 441 | -27 | -5.8% | -$8,715 | 减仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $14.10万 | 0.02% | 5,153 | 4,000 | 346.9% | $10.94万 | 加仓 |
| COO | COOPER COS INC | $14.06万 | 0.02% | 1,966 | 300 | 18.0% | $2.15万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $13.97万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.65万 | 0.02% | 404 | 12 | 3.1% | $4,055 | 加仓 |
| PPG | PPG INDS INC | $13.64万 | 0.02% | 1,276 | -52 | -3.9% | -$5,558 | 减仓 |
| NOW | SERVICENOW INC | $13.50万 | 0.02% | 1,291 | -419 | -24.5% | -$4.38万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $13.42万 | 0.02% | 1,845 | -17 | -0.9% | -$1,237 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $13.25万 | 0.02% | 384 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $13.19万 | 0.02% | 272 | -7 | -2.5% | -$3,394 | 减仓 |
| ING | ING GROEP N.V. | $13.14万 | 0.02% | 5,046 | -327 | -6.1% | -$8,518 | 减仓 |
| RACE | FERRARI N V | $13.10万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $13.02万 | 0.02% | 860 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $12.97万 | 0.02% | 981 | -106 | -9.8% | -$1.40万 | 减仓 |
| EQIX | EQUINIX INC | $12.84万 | 0.02% | 131 | -13 | -9.0% | -$1.27万 | 减仓 |
| XYL | XYLEM INC | $12.77万 | 0.02% | 1,069 | 331 | 44.9% | $3.96万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $12.63万 | 0.02% | 507 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $12.62万 | 0.02% | 517 | -52 | -9.1% | -$1.27万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $12.61万 | 0.02% | 963 | 86 | 9.8% | $1.13万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $12.58万 | 0.02% | 2,152 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $12.56万 | 0.02% | 1,302 | 226 | 21.0% | $2.18万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $12.50万 | 0.02% | 3,104 | 5 | 0.2% | $201 | 加仓 |
| ACWI | ISHARES TR | $12.45万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $12.32万 | 0.02% | 463 | -81 | -14.9% | -$2.15万 | 减仓 |
| BOTZ | GLOBAL X FDS | $12.29万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $12.23万 | 0.02% | 590 | -10 | -1.7% | -$2,073 | 减仓 |
| CMCSA | COMCAST CORP NEW | $12.19万 | 0.02% | 4,246 | -1,687 | -28.4% | -$4.84万 | 减仓 |
| RMD | RESMED INC | $12.19万 | 0.02% | 543 | 16 | 3.0% | $3,592 | 加仓 |
| SNOW | SNOWFLAKE INC | $12.07万 | 0.02% | 800 | 700 | 700.0% | $10.56万 | 加仓 |
| CI | THE CIGNA GROUP | $12.00万 | 0.02% | 450 | -135 | -23.1% | -$3.60万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $11.90万 | 0.02% | 1,256 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $11.74万 | 0.02% | 248 | -32 | -11.4% | -$1.51万 | 减仓 |
| — | GLOBAL X FDS | $11.69万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $11.50万 | 0.02% | 4,045 | 3,110 | 332.6% | $8.84万 | 加仓 |
| VLO | VALERO ENERGY CORP | $11.49万 | 0.02% | 465 | -104 | -18.3% | -$2.57万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $11.48万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $11.45万 | 0.02% | 1,485 | -6 | -0.4% | -$463 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $11.35万 | 0.02% | 3,000 | 3,000 | — | $11.35万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $11.34万 | 0.02% | 2,000 | 2,000 | — | $11.34万 | 新建仓 |
| SHEL | SHELL PLC | $11.32万 | 0.02% | 1,217 | -81 | -6.2% | -$7,533 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $11.19万 | 0.02% | 1,452 | 2 | 0.1% | $154 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $11.18万 | 0.02% | 8,830 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $11.07万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $11.07万 | 0.02% | 1,186 | 66 | 5.9% | $6,158 | 加仓 |
| — | ETFIS SER TR I | $10.95万 | 0.02% | 2,375 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $10.78万 | 0.02% | 158 | -9 | -5.4% | -$6,140 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $10.73万 | 0.02% | 226 | 7 | 3.2% | $3,322 | 加仓 |
| COKE | COCA COLA CONS INC | $10.70万 | 0.02% | 558 | 128 | 29.8% | $2.45万 | 加仓 |
| RIO | RIO TINTO PLC | $10.69万 | 0.02% | 1,146 | -67 | -5.5% | -$6,250 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $10.59万 | 0.02% | 3,307 | -36 | -1.1% | -$1,152 | 减仓 |
| DOW | DOW HLDGS INC | $10.50万 | 0.02% | 2,522 | -9 | -0.4% | -$375 | 减仓 |
| AIQ | GLOBAL X FDS | $10.38万 | 0.01% | 2,225 | 2,214 | 20,127.3% | $10.33万 | 重新持有 |
| IJR | ISHARES TR | $10.34万 | 0.01% | 832 | -43 | -4.9% | -$5,345 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $10.24万 | 0.01% | 2,183 | -96 | -4.2% | -$4,503 | 减仓 |
| NTRS | NORTHERN TR CORP | $10.10万 | 0.01% | 724 | 163 | 29.1% | $2.27万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $10.01万 | 0.01% | 2,010 | 200 | 11.0% | $9,962 | 加仓 |
| IWN | ISHARES TR | $9.92万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $9.86万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $9.74万 | 0.01% | 1,078 | -10 | -0.9% | -$904 | 减仓 |
| HEFA | ISHARES TR | $9.68万 | 0.01% | 2,279 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $9.68万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $9.58万 | 0.01% | 279 | -35 | -11.1% | -$1.20万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $9.50万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $9.44万 | 0.01% | 860 | -161 | -15.8% | -$1.77万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $9.10万 | 0.01% | 529 | 529 | — | $9.10万 | 新建仓 |
| XEL | XCEL ENERGY INC | $9.03万 | 0.01% | 1,137 | -276 | -19.5% | -$2.19万 | 减仓 |
| NTRA | NATERA INC | $8.98万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $8.93万 | 0.01% | 383 | -23 | -5.7% | -$5,365 | 减仓 |
| PTC | PTC INC | $8.92万 | 0.01% | 626 | -4 | -0.6% | -$570 | 减仓 |
| VBR | VANGUARD INDEX FDS | $8.69万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $8.67万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $8.61万 | 0.01% | 4,649 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $8.60万 | 0.01% | 4,489 | 1,092 | 32.1% | $2.09万 | 加仓 |
| — | THOMSON REUTERS CORP | $8.58万 | 0.01% | 954 | 33 | 3.6% | $2,969 | 加仓 |
| OMC | OMNICOM GROUP INC | $8.56万 | 0.01% | 1,136 | 11 | 1.0% | $828 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $8.53万 | 0.01% | 1,173 | -230 | -16.4% | -$1.67万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $8.48万 | 0.01% | 777 | 161 | 26.1% | $1.76万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $8.41万 | 0.01% | 5,599 | 2,317 | 70.6% | $3.48万 | 加仓 |
| EQNR | EQUINOR ASA | $8.39万 | 0.01% | 1,988 | 153 | 8.3% | $6,457 | 加仓 |
| IETC | ISHARES U S ETF TR | $8.35万 | 0.01% | 945 | 945 | — | $8.35万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $8.35万 | 0.01% | 424 | -20 | -4.5% | -$3,937 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $8.34万 | 0.01% | 411 | -9 | -2.1% | -$1,827 | 减仓 |
| ENTG | ENTEGRIS INC | $8.23万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $8.22万 | 0.01% | 3,443 | -7 | -0.2% | -$167 | 减仓 |