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 |
|---|---|---|---|---|---|---|---|---|
| NVT | NVENT ELEC PLC | $5.22万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $5.18万 | 0.01% | 340 | 34 | 11.1% | $5,181 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5.16万 | 0.01% | 156 | 2 | 1.3% | $661 | 加仓 |
| MFC | MANULIFE FINL CORP | $5.14万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $5.13万 | 0.01% | 435 | -201 | -31.6% | -$2.37万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $5.13万 | 0.01% | 1,391 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $5.12万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5.08万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $5.05万 | 0.01% | 649 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $5.04万 | 0.01% | 273 | 4 | 1.5% | $738 | 加仓 |
| GIS | GENERAL MILLS INC | $5.01万 | 0.01% | 1,441 | 179 | 14.2% | $6,229 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $5.01万 | 0.01% | 1,878 | 2 | 0.1% | $53 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $5.00万 | 0.01% | 1,210 | 210 | 21.0% | $8,677 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4.95万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4.92万 | 0.01% | 1,866 | -2 | -0.1% | -$53 | 减仓 |
| DDOG | DATADOG INC | $4.92万 | 0.01% | 189 | 20 | 11.8% | $5,207 | 加仓 |
| BBY | BEST BUY INC | $4.90万 | 0.01% | 646 | -34 | -5.0% | -$2,580 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $4.89万 | 0.01% | 1,528 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $4.81万 | 0.01% | 172 | 3 | 1.8% | $840 | 加仓 |
| YUM | YUM BRANDS INC | $4.81万 | 0.01% | 301 | -13 | -4.1% | -$2,078 | 减仓 |
| ESML | ISHARES TR | $4.79万 | 0.01% | 857 | 857 | — | $4.79万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $4.78万 | 0.01% | 609 | -173 | -22.1% | -$1.36万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $4.76万 | 0.01% | 8,163 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4.73万 | 0.01% | 106 | -7 | -6.2% | -$3,123 | 减仓 |
| O | REALTY INCOME CORP | $4.73万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.64万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $4.63万 | 0.01% | 292 | -15 | -4.9% | -$2,379 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $4.62万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $4.61万 | 0.01% | 520 | -353 | -40.4% | -$3.13万 | 减仓 |
| DOV | DOVER CORP | $4.60万 | 0.01% | 205 | 25 | 13.9% | $5,607 | 加仓 |
| ALC | ALCON AG | $4.56万 | 0.01% | 680 | -18 | -2.6% | -$1,208 | 减仓 |
| CAH | CARDINAL HEALTH INC | $4.54万 | 0.01% | 191 | -18 | -8.6% | -$4,276 | 减仓 |
| IGV | ISHARES TR | $4.53万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $4.46万 | 0.01% | 928 | 198 | 27.1% | $9,510 | 加仓 |
| PKG | PACKAGING CORP AMER | $4.46万 | 0.01% | 187 | 3 | 1.6% | $715 | 加仓 |
| FTV | FORTIVE CORP | $4.44万 | 0.01% | 727 | 44 | 6.4% | $2,688 | 加仓 |
| GRMN | GARMIN LTD | $4.42万 | 0.01% | 186 | -114 | -38.0% | -$2.71万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $4.40万 | 0.01% | 1,322 | -98 | -6.9% | -$3,260 | 减仓 |
| SPSM | SPDR SERIES TRUST | $4.39万 | 0.01% | 762 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $4.36万 | 0.01% | 1,527 | 645 | 73.1% | $1.84万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $4.36万 | 0.01% | 631 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4.36万 | 0.01% | 328 | 47 | 16.7% | $6,243 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $4.35万 | 0.01% | 1,142 | -52 | -4.4% | -$1,981 | 减仓 |
| SNA | SNAP ON INC | $4.27万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $4.21万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $4.21万 | 0.01% | 2,418 | 192 | 8.6% | $3,343 | 加仓 |
| MGA | MAGNA INTL INC | $4.18万 | 0.01% | 637 | -24 | -3.6% | -$1,576 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $4.17万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $4.16万 | 0.01% | 2,348 | 5 | 0.2% | $89 | 加仓 |
| BMI | BADGER METER INC | $4.12万 | 0.01% | 278 | -1 | -0.4% | -$148 | 减仓 |
| ICLN | ISHARES TR | $4.10万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $4.08万 | 0.01% | 1,904 | 1,425 | 297.5% | $3.05万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $4.01万 | 0.01% | 1,224 | 558 | 83.8% | $1.83万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3.94万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $3.93万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $3.89万 | 0.01% | 694 | 107 | 18.2% | $6,000 | 加仓 |
| DAPP | VANECK ETF TRUST | $3.88万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3.84万 | 0.01% | 204 | 1 | 0.5% | $188 | 加仓 |
| WMB | WILLIAMS COS INC | $3.84万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $3.79万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.78万 | 0.00% | 108 | 24 | 28.6% | $8,402 | 加仓 |
| FELE | FRANKLIN ELEC INC | $3.75万 | 0.00% | 350 | -4 | -1.1% | -$429 | 减仓 |
| IYT | ISHARES TR | $3.73万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $3.72万 | 0.00% | 2,802 | 152 | 5.7% | $2,019 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $3.71万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.67万 | 0.00% | 509 | 54 | 11.9% | $3,897 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.67万 | 0.00% | 406 | -19 | -4.5% | -$1,719 | 减仓 |
| GRC | GORMAN RUPP CO | $3.67万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3.65万 | 0.00% | 250 | 70 | 38.9% | $1.02万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $3.65万 | 0.00% | 478 | 8 | 1.7% | $610 | 加仓 |
| PYLD | PIMCO ETF TR | $3.60万 | 0.00% | 1,357 | -25,240 | -94.9% | -$66.94万 | 减仓 |
| ZTS | ZOETIS INC | $3.59万 | 0.00% | 500 | -974 | -66.1% | -$7.00万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $3.58万 | 0.00% | 684 | 684 | — | $3.58万 | 新建仓 |
| CTVA | CORTEVA INC | $3.57万 | 0.00% | 422 | 66 | 18.5% | $5,590 | 加仓 |
| RUN | SUNRUN INC | $3.55万 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $3.46万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $3.46万 | 0.00% | 748 | 93 | 14.2% | $4,302 | 加仓 |
| DAL | DELTA AIR LINES INC | $3.41万 | 0.00% | 364 | -31 | -7.8% | -$2,904 | 减仓 |
| SJM | SMUCKER J M CO | $3.41万 | 0.00% | 303 | 255 | 531.2% | $2.87万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $3.41万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $3.35万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3.34万 | 0.00% | 634 | -40 | -5.9% | -$2,106 | 减仓 |
| KGC | KINROSS GOLD CORP | $3.33万 | 0.00% | 1,408 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $3.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3.27万 | 0.00% | 330 | 20 | 6.5% | $1,980 | 加仓 |
| NI | NISOURCE INC | $3.26万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $3.26万 | 0.00% | 1,271 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3.25万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $3.21万 | 0.00% | 986 | 240 | 32.2% | $7,817 | 加仓 |
| AGCO | AGCO CORP | $3.21万 | 0.00% | 268 | -13 | -4.6% | -$1,556 | 减仓 |
| IYK | ISHARES TR | $3.20万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $3.20万 | 0.00% | 1,489 | 402 | 37.0% | $8,647 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $3.20万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $3.19万 | 0.00% | 277 | -16 | -5.5% | -$1,842 | 减仓 |
| PSA | PUBLIC STORAGE | $3.18万 | 0.00% | 100 | 7 | 7.5% | $2,228 | 加仓 |
| WSO | WATSCO INC | $3.17万 | 0.00% | 76 | 7 | 10.1% | $2,917 | 加仓 |
| WAB | WABTEC | $3.15万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $3.15万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $3.14万 | 0.00% | 864 | -16 | -1.8% | -$582 | 减仓 |