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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $8.20万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $8.20万 | 0.01% | 1,057 | -29 | -2.7% | -$2,250 | 减仓 |
| GLW | CORNING INC | $8.13万 | 0.01% | 598 | -71 | -10.6% | -$9,654 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $8.13万 | 0.01% | 10,235 | -8 | -0.1% | -$64 | 减仓 |
| GNRC | GENERAC HLDGS INC | $8.07万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $7.99万 | 0.01% | 777 | 77 | 11.0% | $7,913 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $7.90万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $7.88万 | 0.01% | 1,291 | -79 | -5.8% | -$4,823 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $7.85万 | 0.01% | 868 | 18 | 2.1% | $1,628 | 加仓 |
| EIX | EDISON INTL | $7.84万 | 0.01% | 1,071 | -217 | -16.8% | -$1.59万 | 减仓 |
| DOX | AMDOCS LTD | $7.83万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $7.74万 | 0.01% | 1,607 | 364 | 29.3% | $1.75万 | 加仓 |
| VLTO | VERALTO CORP | $7.72万 | 0.01% | 873 | -164 | -15.8% | -$1.45万 | 减仓 |
| CSX | CSX CORP | $7.72万 | 0.01% | 1,880 | -389 | -17.1% | -$1.60万 | 减仓 |
| JBGS | JBG SMITH PPTYS | $7.54万 | 0.01% | 5,160 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $7.50万 | 0.01% | 1,027 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $7.41万 | 0.01% | 3,752 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $7.39万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $7.39万 | 0.01% | 1,249 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $7.37万 | 0.01% | 230 | -6 | -2.5% | -$1,923 | 减仓 |
| EME | EMCOR GROUP INC | $7.31万 | 0.01% | 99 | 2 | 2.1% | $1,477 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $7.27万 | 0.01% | 1,213 | -176 | -12.7% | -$1.06万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $7.23万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $7.21万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $7.21万 | 0.01% | 1,227 | -251 | -17.0% | -$1.48万 | 减仓 |
| DTCR | GLOBAL X FDS | $7.19万 | 0.01% | 3,000 | 3,000 | — | $7.19万 | 新建仓 |
| SONY | SONY GROUP CORP | $7.13万 | 0.01% | 3,445 | -201 | -5.5% | -$4,161 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $7.10万 | 0.01% | 1,157 | -178 | -13.3% | -$1.09万 | 减仓 |
| TKR | TIMKEN CO | $7.07万 | 0.01% | 703 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $6.96万 | 0.01% | 300 | 161 | 115.8% | $3.74万 | 加仓 |
| — | SOURCE CAPITAL | $6.95万 | 0.01% | 1,500 | 20 | 1.4% | $926 | 加仓 |
| VTR | VENTAS INC | $6.93万 | 0.01% | 848 | 357 | 72.7% | $2.92万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.93万 | 0.01% | 320 | -14 | -4.2% | -$3,032 | 减仓 |
| SE | SEA LTD | $6.89万 | 0.01% | 832 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $6.89万 | 0.01% | 709 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $6.87万 | 0.01% | 193 | -3 | -1.5% | -$1,069 | 减仓 |
| TOST | TOAST INC | $6.87万 | 0.01% | 2,593 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $6.85万 | 0.01% | 789 | -4 | -0.5% | -$347 | 减仓 |
| E | ENI SPA | $6.83万 | 0.01% | 1,206 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $6.76万 | 0.01% | 584 | -37 | -6.0% | -$4,284 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $6.75万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $6.74万 | 0.01% | 514 | -26 | -4.8% | -$3,409 | 减仓 |
| GPC | GENUINE PARTS CO | $6.73万 | 0.01% | 636 | 261 | 69.6% | $2.76万 | 加仓 |
| DHI | D R HORTON INC | $6.57万 | 0.01% | 479 | 3 | 0.6% | $412 | 加仓 |
| FSLR | FIRST SOLAR INC | $6.55万 | 0.01% | 332 | -5 | -1.5% | -$986 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6.51万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $6.48万 | 0.01% | 663 | 147 | 28.5% | $1.44万 | 加仓 |
| IDXX | IDEXX LABS INC | $6.46万 | 0.01% | 115 | 2 | 1.8% | $1,124 | 加仓 |
| ET | ENERGY TRANSFER L P | $6.42万 | 0.01% | 3,328 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $6.42万 | 0.01% | 169 | -6 | -3.4% | -$2,279 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $6.32万 | 0.01% | 333 | -62 | -15.7% | -$1.18万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $6.23万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6.21万 | 0.01% | 341 | -64 | -15.8% | -$1.17万 | 减仓 |
| ICF | ISHARES TR | $6.19万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $6.13万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $6.09万 | 0.01% | 2,330 | -307 | -11.6% | -$8,019 | 减仓 |
| GSK | GSK PLC | $6.05万 | 0.01% | 1,096 | 405 | 58.6% | $2.24万 | 加仓 |
| VTRS | VIATRIS INC | $6.04万 | 0.01% | 4,471 | 9 | 0.2% | $122 | 加仓 |
| EXC | EXELON CORP | $6.03万 | 0.01% | 1,231 | -23 | -1.8% | -$1,127 | 减仓 |
| TTE | TOTALENERGIES SE | $5.90万 | 0.01% | 649 | 35 | 5.7% | $3,184 | 加仓 |
| HPQ | HP INC | $5.90万 | 0.01% | 3,071 | 1,542 | 100.9% | $2.96万 | 加仓 |
| APP | APPLOVIN CORP | $5.89万 | 0.01% | 148 | -47 | -24.1% | -$1.87万 | 减仓 |
| ARKG | ARK ETF TR | $5.71万 | 0.01% | 2,160 | 2,160 | — | $5.71万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.66万 | 0.01% | 286 | -129 | -31.1% | -$2.55万 | 减仓 |
| BBH | VANECK ETF TRUST | $5.64万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $5.63万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $5.60万 | 0.01% | 807 | 579 | 253.9% | $4.02万 | 加仓 |
| NEM | NEWMONT CORP | $5.57万 | 0.01% | 515 | -416 | -44.7% | -$4.50万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5.53万 | 0.01% | 201 | -8 | -3.8% | -$2,201 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $5.45万 | 0.01% | 257 | -92 | -26.4% | -$1.95万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $5.43万 | 0.01% | 674 | -99 | -12.8% | -$7,976 | 减仓 |
| P | EVERPURE INC | $5.43万 | 0.01% | 919 | -151 | -14.1% | -$8,915 | 减仓 |
| GM | GENERAL MTRS CO | $5.40万 | 0.01% | 725 | -64 | -8.1% | -$4,768 | 减仓 |
| MELI | MERCADOLIBRE INC | $5.36万 | 0.01% | 31 | -1 | -3.1% | -$1,729 | 减仓 |
| NWG | NATWEST GROUP PLC | $5.28万 | 0.01% | 3,546 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $5.28万 | 0.01% | 650 | -50 | -7.1% | -$4,062 | 减仓 |
| ALC | ALCON AG | $5.26万 | 0.01% | 698 | -57 | -7.5% | -$4,295 | 减仓 |
| ETR | ENTERGY CORP NEW | $5.22万 | 0.01% | 465 | -94 | -16.8% | -$1.06万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $5.21万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $5.18万 | 0.01% | 634 | -22 | -3.4% | -$1,798 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $5.15万 | 0.01% | 1,876 | 818 | 77.3% | $2.25万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $5.12万 | 0.01% | 1,528 | -233 | -13.2% | -$7,813 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $5.03万 | 0.01% | 1,000 | -82 | -7.6% | -$4,126 | 减仓 |
| JLL | JONES LANG LASALLE INC | $4.99万 | 0.01% | 164 | -7 | -4.1% | -$2,130 | 减仓 |
| — | ISHARES TR | $4.97万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $4.90万 | 0.01% | 180 | -31 | -14.7% | -$8,441 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $4.89万 | 0.01% | 782 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.88万 | 0.01% | 314 | -51 | -14.0% | -$7,930 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $4.87万 | 0.01% | 42 | -6 | -12.5% | -$6,954 | 减仓 |
| — | ONESTREAM INC | $4.80万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $4.71万 | 0.01% | 164 | -30 | -15.5% | -$8,610 | 减仓 |
| GIS | GENERAL MILLS INC | $4.70万 | 0.01% | 1,262 | 179 | 16.5% | $6,662 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $4.69万 | 0.01% | 1,114 | 17 | 1.5% | $716 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.68万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $4.67万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $4.65万 | 0.01% | 1,914 | -806 | -29.6% | -$1.96万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.62万 | 0.01% | 637 | -24 | -3.6% | -$1,739 | 减仓 |
| VST | VISTRA CORP | $4.62万 | 0.01% | 307 | -32 | -9.4% | -$4,811 | 减仓 |
| F | FORD MTR CO | $4.59万 | 0.01% | 3,980 | -1,225 | -23.5% | -$1.41万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.59万 | 0.01% | 603 | -27 | -4.3% | -$2,056 | 减仓 |