13F 机构持仓

Manchester Capital Management LLC

MANCHESTER VT · SEC CIK 0001393389

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 15.9%
AAPL 9.4%
UPS 3.6%
VOO 3.4%
AMZN 3.4%
GOOG 2.6%
NVDA 2.6%
DSI 2.4%
GOOGL 2.3%
MSFT 1.9%

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
ESGU ISHARES TR $18.66万0.02%1,140 1,140— $18.66万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $18.61万0.02%1,574 -5-0.3% -$591 减仓
EWY ISHARES INC $18.17万0.02%900 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $17.98万0.02%1,668 -12-0.7% -$1,293 减仓
GLW CORNING INC $17.57万0.02%688 9015.1% $2.30万 加仓
HIG HARTFORD INSURANCE GROUP INC $17.56万0.02%1,325 00.0% — 不变
QQEW FIRST TR EXCHANGE-TRADED FD $17.56万0.02%1,100 00.0% — 不变
IJH ISHARES TR $17.47万0.02%2,265 2,048943.8% $15.79万 加仓
XHB SPDR SERIES TRUST $17.33万0.02%1,500 00.0% — 不变
CL COLGATE PALMOLIVE CO $17.22万0.02%1,878 -42-2.2% -$3,851 减仓
TFC TRUIST FINL CORP $17.02万0.02%3,417 00.0% — 不变
NUSC NUSHARES ETF TR $16.69万0.02%3,203 00.0% — 不变
PWR QUANTA SVCS INC $16.56万0.02%230 -68-22.8% -$4.90万 减仓
ES EVERSOURCE ENERGY $16.52万0.02%2,286 -84-3.5% -$6,071 减仓
AON AON PLC $16.52万0.02%498 5712.9% $1.89万 加仓
DLR DIGITAL RLTY TR INC $16.27万0.02%906 667.9% $1.19万 加仓
KNF KNIFE RIVER CORP $16.17万0.02%1,933 00.0% — 不变
ATR APTARGROUP INC $16.09万0.02%1,285 40.3% $501 加仓
HDV ISHARES TR $15.98万0.02%5,830 00.0% — 不变
ING ING GROEP N.V. $15.83万0.02%5,046 00.0% — 不变
BHP BHP BILLITON LIMITED $15.37万0.02%1,845 00.0% — 不变
PPG PPG INDS INC $15.33万0.02%1,264 -12-0.9% -$1,455 减仓
ALL ALLSTATE CORP $15.04万0.02%632 427.1% $9,994 加仓
ALAB ASTERA LABS INC $14.88万0.02%308 250431.0% $12.08万 加仓
INFL LISTED FDS TR $14.66万0.02%2,939 80.3% $399 加仓
KMB KIMBERLY-CLARK CORP $14.62万0.02%1,332 302.3% $3,293 加仓
AIQ GLOBAL X FDS $14.60万0.02%2,225 00.0% — 不变
MPC MARATHON PETE CORP $14.57万0.02%570 5310.3% $1.36万 加仓
KXI ISHARES TR $14.52万0.02%2,150 00.0% — 不变
TMUS T-MOBILE US INC $14.51万0.02%865 425.1% $7,045 加仓
RACE FERRARI N V $14.41万0.02%387 00.0% — 不变
PLD PROLOGIS INC. $14.16万0.02%1,045 646.5% $8,670 加仓
BOTZ GLOBAL X FDS $14.04万0.02%3,700 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $14.01万0.02%959 -4-0.4% -$584 减仓
ECL ECOLAB INC $13.90万0.02%499 367.8% $1.00万 加仓
EQIX EQUINIX INC $13.66万0.02%131 00.0% — 不变
TD TORONTO DOMINION BK ONT $13.54万0.02%1,115 -71-6.0% -$8,622 减仓
COO COOPER COS INC $13.53万0.02%1,887 -79-4.0% -$5,665 减仓
LECO LINCOLN ELEC HLDGS INC $13.49万0.02%508 10.2% $266 加仓
ADSK AUTODESK INC $13.47万0.02%693 274.1% $5,249 加仓
NOW SERVICENOW INC $13.42万0.02%1,352 614.7% $6,056 加仓
NTRS NORTHERN TR CORP $13.37万0.02%769 456.2% $7,823 加仓
BTI BRITISH AMERN TOB PLC $13.29万0.02%2,152 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $13.14万0.02%1,000 00.0% — 不变
VLO VALERO ENERGY CORP $13.02万0.02%500 357.5% $9,115 加仓
CI THE CIGNA GROUP $12.79万0.02%464 143.1% $3,860 加仓
EIX EDISON INTL $12.74万0.02%1,711 64059.8% $4.76万 加仓
AFL AFLAC INC $12.72万0.02%1,085 22526.2% $2.64万 加仓
ENTG ENTEGRIS INC $12.61万0.02%701 -1-0.1% -$180 减仓
BLOK AMPLIFY ETF TR $12.59万0.02%2,010 00.0% — 不变
CRM SALESFORCE INC $12.45万0.02%795 -33-4.0% -$5,170 减仓
VXUS VANGUARD STAR FDS $12.44万0.02%1,455 -30-2.0% -$2,564 减仓
IUSG ISHARES TR $12.40万0.02%659 659— $12.40万 新建仓
XYL XYLEM INC $12.32万0.02%1,042 -27-2.5% -$3,192 减仓
SPOT SPOTIFY TECHNOLOGY S A $12.12万0.02%264 -8-2.9% -$3,673 减仓
GNRC GENERAC HLDGS INC $12.09万0.02%413 00.0% — 不变
IUSV ISHARES TR $12.00万0.02%1,089 1,089— $12.00万 新建仓
NWPX NWPX INFRASTRUCTURE INC $12.00万0.02%800 00.0% — 不变
FISV FISERV INC $11.96万0.02%2,439 -147-5.7% -$7,210 减仓
WTRG ESSENTIAL UTILS INC $11.96万0.02%3,122 180.6% $690 加仓
WDC WESTERN DIGITAL CORP $11.88万0.02%186 3120.0% $1.98万 加仓
— GLOBAL X FDS $11.83万0.02%2,700 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $11.80万0.02%420 -4-0.9% -$1,124 减仓
GD GENERAL DYNAMICS CORP $11.80万0.02%333 5419.4% $1.91万 加仓
ACWI ISHARES TR $11.77万0.02%750 -150-16.7% -$2.35万 减仓
XLP SELECT SECTOR SPDR TR $11.63万0.02%1,400 00.0% — 不变
SPYG SPDR SERIES TRUST $11.54万0.02%970 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $11.49万0.01%232 140152.2% $6.93万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $11.43万0.01%3,361 541.6% $1,836 加仓
HWM HOWMET AEROSPACE INC $11.24万0.01%418 -2-0.5% -$538 减仓
CMS CMS ENERGY CORP $11.19万0.01%1,463 40638.4% $3.11万 加仓
LHX L3HARRIS TECHNOLOGIES INC $11.19万0.01%385 10.3% $291 加仓
IWN ISHARES TR $11.06万0.01%500 -23-4.4% -$5,088 减仓
INSM INSMED INC $11.01万0.01%1,033 161.6% $1,706 加仓
— ETFIS SER TR I $10.97万0.01%2,375 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $10.90万0.01%113 21.8% $1,930 加仓
RIO RIO TINTO PLC $10.88万0.01%1,146 00.0% — 不变
OKE ONEOK INC NEW $10.80万0.01%1,242 16415.2% $1.43万 加仓
HEFA ISHARES TR $10.69万0.01%2,279 00.0% — 不变
COKE COCA COLA CONS INC $10.67万0.01%559 10.2% $191 加仓
HST HOST HOTELS & RESORTS INC $10.64万0.01%4,489 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $10.58万0.01%461 14144.1% $3.24万 加仓
RMD RESMED INC $10.31万0.01%529 -14-2.6% -$2,728 减仓
— INVESCO EXCHANGE TRADED FD T $10.24万0.01%1,700 00.0% — 不变
TKR TIMKEN CO $10.20万0.01%702 -1-0.1% -$145 减仓
IETC ISHARES U S ETF TR $10.14万0.01%945 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $10.09万0.01%5,628 5,59919,306.9% $10.04万 加仓
CSX CSX CORP $9.97万0.01%2,097 21711.5% $1.03万 加仓
APP APPLOVIN CORP $9.94万0.01%193 4530.4% $2.32万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $9.93万0.01%227 10.4% $438 加仓
KWEB KRANESHARES TRUST $9.90万0.01%4,045 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $9.81万0.01%10,235 00.0% — 不变
VBR VANGUARD INDEX FDS $9.72万0.01%400 00.0% — 不变
SNY SANOFI SA $9.65万0.01%2,261 65440.7% $2.79万 加仓
MRVL MARVELL TECHNOLOGY INC $9.47万0.01%318 10549.3% $3.13万 加仓
FTNT FORTINET INC $9.46万0.01%616 -18-2.8% -$2,765 减仓
SHEL SHELL PLC $9.44万0.01%1,217 00.0% — 不变
XEL XCEL ENERGY INC $9.38万0.01%1,168 312.7% $2,489 加仓
SCCO SOUTHERN COPPER CORP $9.32万0.01%535 61.1% $1,046 加仓
CNI CANADIAN NATL RY CO $9.27万0.01%777 00.0% — 不变