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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC | $4.58万 | 0.01% | 648 | 44 | 7.3% | $3,112 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4.57万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4.54万 | 0.01% | 1,868 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4.48万 | 0.01% | 113 | -43 | -27.6% | -$1.70万 | 减仓 |
| DTE | DTE ENERGY CO | $4.47万 | 0.01% | 306 | -34 | -10.0% | -$4,972 | 减仓 |
| IRM | IRON MTN INC DEL | $4.45万 | 0.01% | 436 | 259 | 146.3% | $2.65万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $4.42万 | 0.01% | 209 | -9 | -4.1% | -$1,902 | 减仓 |
| SOLV | SOLVENTUM CORP | $4.40万 | 0.01% | 674 | -7 | -1.0% | -$457 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $4.40万 | 0.01% | 1,105 | 643 | 139.2% | $2.56万 | 加仓 |
| MFC | MANULIFE FINL CORP | $4.37万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $4.37万 | 0.01% | 680 | 43 | 6.8% | $2,761 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.35万 | 0.01% | 111 | -174 | -61.1% | -$6.82万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4.31万 | 0.01% | 1,391 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $4.30万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $4.27万 | 0.01% | 377 | -4 | -1.0% | -$453 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $4.26万 | 0.01% | 1,194 | 219 | 22.5% | $7,818 | 加仓 |
| BMI | BADGER METER INC | $4.25万 | 0.01% | 279 | -8 | -2.8% | -$1,219 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.23万 | 0.01% | 1,775 | -76 | -4.1% | -$1,810 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $4.22万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $4.21万 | 0.01% | 777 | -61 | -7.3% | -$3,303 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $4.19万 | 0.01% | 155 | 1 | 0.6% | $270 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4.19万 | 0.01% | 648 | 18 | 2.9% | $1,163 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $4.12万 | 0.01% | 1,122 | 1,121 | 112,100.0% | $4.12万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $4.11万 | 0.01% | 8,163 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $4.04万 | 0.01% | 583 | 485 | 494.9% | $3.36万 | 加仓 |
| DASH | DOORDASH INC | $4.04万 | 0.01% | 269 | 191 | 244.9% | $2.87万 | 加仓 |
| IONQ | IONQ INC | $4.04万 | 0.01% | 1,400 | -50 | -3.4% | -$1,442 | 减仓 |
| RKLB | ROCKET LAB CORP | $4.02万 | 0.01% | 626 | 599 | 2,218.5% | $3.85万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4.02万 | 0.01% | 824 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $4.00万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $3.99万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.97万 | 0.01% | 184 | -3 | -1.6% | -$648 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.94万 | 0.01% | 101 | 11 | 12.2% | $4,295 | 加仓 |
| PKG | PACKAGING CORP AMER | $3.90万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3.90万 | 0.01% | 134 | 1 | 0.8% | $291 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $3.86万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $3.85万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $3.83万 | 0.01% | 100 | 100 | — | $3.83万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $3.82万 | 0.01% | 349 | 253 | 263.5% | $2.77万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3.78万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $3.78万 | 0.01% | 683 | -508 | -42.7% | -$2.81万 | 减仓 |
| WMB | WILLIAMS COS INC | $3.76万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $3.75万 | 0.01% | 295 | -123 | -29.4% | -$1.56万 | 减仓 |
| DOV | DOVER CORP | $3.75万 | 0.01% | 180 | -35 | -16.3% | -$7,296 | 减仓 |
| MGA | MAGNA INTL INC | $3.69万 | 0.01% | 661 | 20 | 3.1% | $1,116 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3.68万 | 0.01% | 762 | -25 | -3.2% | -$1,208 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.67万 | 0.01% | 2,343 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $3.66万 | 0.01% | 200 | -187 | -48.3% | -$3.42万 | 重新持有 |
| ICLN | ISHARES TR | $3.66万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $3.64万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $3.64万 | 0.01% | 311 | 290 | 1,381.0% | $3.40万 | 加仓 |
| RUN | SUNRUN INC | $3.59万 | 0.01% | 2,650 | -1,976 | -42.7% | -$2.68万 | 减仓 |
| QGEN | QIAGEN NV | $3.58万 | 0.01% | 894 | 894 | — | $3.58万 | 新建仓 |
| FE | FIRSTENERGY CORP | $3.57万 | 0.01% | 705 | -29 | -4.0% | -$1,469 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $3.55万 | 0.01% | 46 | 3 | 7.0% | $2,318 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $3.54万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $3.51万 | 0.01% | 757 | 426 | 128.7% | $1.98万 | 加仓 |
| DG | DOLLAR GEN CORP | $3.48万 | 0.01% | 293 | 4 | 1.4% | $475 | 加仓 |
| BP | BP PLC | $3.47万 | 0.01% | 739 | 35 | 5.0% | $1,645 | 加仓 |
| CRH | CRH PLC | $3.44万 | 0.00% | 327 | -15 | -4.4% | -$1,577 | 减仓 |
| COPX | GLOBAL X FDS | $3.44万 | 0.00% | 450 | 450 | — | $3.44万 | 新建仓 |
| HSY | HERSHEY CO | $3.43万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3.43万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.40万 | 0.00% | 425 | 27 | 6.8% | $2,162 | 加仓 |
| FAST | FASTENAL CO | $3.39万 | 0.00% | 730 | -201 | -21.6% | -$9,326 | 减仓 |
| TER | TERADYNE INC | $3.38万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $3.37万 | 0.00% | 1,018 | -40 | -3.8% | -$1,326 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $3.37万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3.37万 | 0.00% | 203 | -1 | -0.5% | -$166 | 减仓 |
| PPL | PPL CORP | $3.36万 | 0.00% | 880 | -35 | -3.8% | -$1,337 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $3.35万 | 0.00% | 1,420 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $3.33万 | 0.00% | 2,226 | -546 | -19.7% | -$8,163 | 减仓 |
| ALB | ALBEMARLE CORP | $3.32万 | 0.00% | 185 | 10 | 5.7% | $1,795 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $3.30万 | 0.00% | 92 | 13 | 16.5% | $4,665 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $3.29万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.27万 | 0.00% | 455 | -132 | -22.5% | -$9,495 | 减仓 |
| NLR | VANECK ETF TRUST | $3.26万 | 0.00% | 245 | 245 | — | $3.26万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $3.26万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $3.26万 | 0.00% | 281 | -5 | -1.7% | -$579 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $3.25万 | 0.00% | 719 | -1,168 | -61.9% | -$5.28万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $3.24万 | 0.00% | 760 | 760 | — | $3.24万 | 新建仓 |
| — | WHITESTONE REIT | $3.23万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.23万 | 0.00% | 1,000 | 1,000 | — | $3.23万 | 新建仓 |
| IYT | ISHARES TR | $3.21万 | 0.00% | 430 | 120 | 38.7% | $8,952 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $3.20万 | 0.00% | 281 | -49 | -14.8% | -$5,585 | 减仓 |
| NI | NISOURCE INC | $3.20万 | 0.00% | 686 | -281 | -29.1% | -$1.31万 | 减仓 |
| URA | GLOBAL X FDS | $3.20万 | 0.00% | 660 | 660 | — | $3.20万 | 新建仓 |
| TU | TELUS CORPORATION | $3.19万 | 0.00% | 2,485 | 238 | 10.6% | $3,054 | 加仓 |
| APA | APA CORPORATION | $3.17万 | 0.00% | 746 | 444 | 147.0% | $1.88万 | 加仓 |
| — | REX ETF TR | $3.16万 | 0.00% | 1,320 | 1,320 | — | $3.16万 | 新建仓 |
| KSTR | KRANESHARES TRUST | $3.15万 | 0.00% | 1,725 | 1,725 | — | $3.15万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $3.15万 | 0.00% | 210 | 49 | 30.4% | $7,350 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $3.10万 | 0.00% | 76 | -13 | -14.6% | -$5,295 | 减仓 |
| DINO | HF SINCLAIR CORP | $3.09万 | 0.00% | 496 | -70 | -12.4% | -$4,367 | 减仓 |
| IYK | ISHARES TR | $3.09万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3.08万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $3.08万 | 0.00% | 1,492 | 1,492 | — | $3.08万 | 新建仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $2.99万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| DAPP | VANECK ETF TRUST | $2.98万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.98万 | 0.00% | 356 | -68 | -16.0% | -$5,692 | 减仓 |