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 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW | $2.98万 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2.92万 | 0.00% | 117 | -14 | -10.7% | -$3,499 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $2.89万 | 0.00% | 1,271 | -41 | -3.1% | -$933 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $2.88万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.85万 | 0.00% | 86 | 2 | 2.4% | $662 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $2.82万 | 0.00% | 427 | 3 | 0.7% | $198 | 加仓 |
| SLB | SLB LIMITED | $2.82万 | 0.00% | 548 | 20 | 3.8% | $1,028 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $2.82万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $2.80万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $2.78万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $2.74万 | 0.00% | 1,087 | 427 | 64.7% | $1.08万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2.74万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $2.72万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $2.72万 | 0.00% | 284 | 2 | 0.7% | $192 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2.71万 | 0.00% | 360 | 248 | 221.4% | $1.87万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2.69万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $2.68万 | 0.00% | 966 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $2.64万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $2.63万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $2.63万 | 0.00% | 180 | -72 | -28.6% | -$1.05万 | 减仓 |
| DAL | DELTA AIR LINES INC | $2.63万 | 0.00% | 395 | 8 | 2.1% | $532 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2.61万 | 0.00% | 655 | 120 | 22.4% | $4,782 | 加仓 |
| CPRT | COPART INC | $2.61万 | 0.00% | 786 | -9 | -1.1% | -$299 | 减仓 |
| ORI | OLD REP INTL CORP | $2.60万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.59万 | 0.00% | 590 | 575 | 3,833.3% | $2.52万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $2.56万 | 0.00% | 722 | -8 | -1.1% | -$284 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $2.54万 | 0.00% | 450 | -250 | -35.7% | -$1.41万 | 减仓 |
| XAR | SPDR SERIES TRUST | $2.54万 | 0.00% | 100 | 100 | — | $2.54万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $2.52万 | 0.00% | 93 | -10 | -9.7% | -$2,709 | 减仓 |
| WSO | WATSCO INC | $2.51万 | 0.00% | 69 | 24 | 53.3% | $8,731 | 重新持有 |
| GRC | GORMAN RUPP CO | $2.49万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.46万 | 0.00% | 240 | 8 | 3.4% | $819 | 加仓 |
| CF | CF INDUSTRIES HOLD | $2.42万 | 0.00% | 186 | -18 | -8.8% | -$2,337 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $2.41万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $2.40万 | 0.00% | 796 | 186 | 30.5% | $5,602 | 加仓 |
| LNN | LINDSAY CORP | $2.38万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.37万 | 0.00% | 84 | -16 | -16.0% | -$4,518 | 减仓 |
| IX | ORIX CORP | $2.37万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $2.34万 | 0.00% | 180 | 131 | 267.3% | $1.70万 | 加仓 |
| CBRE | CBRE GROUP INC | $2.33万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $2.33万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2.31万 | 0.00% | 151 | -246 | -62.0% | -$3.77万 | 减仓 |
| LKQ | LKQ CORP | $2.31万 | 0.00% | 787 | 655 | 496.2% | $1.92万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2.31万 | 0.00% | 500 | 500 | — | $2.31万 | 新建仓 |
| IXC | ISHARES TR | $2.30万 | 0.00% | 400 | -200 | -33.3% | -$1.15万 | 减仓 |
| TXT | TEXTRON INC | $2.30万 | 0.00% | 263 | -61 | -18.8% | -$5,341 | 减仓 |
| COIN | COINBASE GLOBAL INC | $2.29万 | 0.00% | 131 | 83 | 172.9% | $1.45万 | 加仓 |
| ILMN | ILLUMINA INC | $2.28万 | 0.00% | 185 | 18 | 10.8% | $2,219 | 加仓 |
| HUM | HUMANA INC | $2.27万 | 0.00% | 131 | -738 | -84.9% | -$12.80万 | 减仓 |
| PUK | PRUDENTIAL PLC | $2.26万 | 0.00% | 794 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $2.26万 | 0.00% | 145 | -49 | -25.3% | -$7,621 | 减仓 |
| NTNX | NUTANIX INC | $2.25万 | 0.00% | 592 | 79 | 15.4% | $3,003 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2.23万 | 0.00% | 285 | -134 | -32.0% | -$1.05万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $2.23万 | 0.00% | 157 | 150 | 2,142.9% | $2.13万 | 加仓 |
| ABVX | ABIVAX SA | $2.23万 | 0.00% | 200 | 200 | — | $2.23万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.22万 | 0.00% | 415 | -110 | -21.0% | -$5,891 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.21万 | 0.00% | 113 | 8 | 7.6% | $1,568 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $2.20万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.18万 | 0.00% | 1,936 | 81 | 4.4% | $913 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.17万 | 0.00% | 1,379 | -720 | -34.3% | -$1.13万 | 减仓 |
| ISCG | ISHARES TR | $2.14万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2.14万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $2.13万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2.13万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $2.13万 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.12万 | 0.00% | 168 | 150 | 833.3% | $1.89万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.11万 | 0.00% | 213 | 116 | 119.6% | $1.15万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.10万 | 0.00% | 464 | 244 | 110.9% | $1.11万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.10万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $2.07万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $2.07万 | 0.00% | 207 | -305 | -59.6% | -$3.05万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2.05万 | 0.00% | 82 | 44 | 115.8% | $1.10万 | 加仓 |
| IDA | IDACORP INC | $2.03万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $2.01万 | 0.00% | 118 | -11 | -8.5% | -$1,876 | 减仓 |
| ACI | ALBERTSONS COS INC | $2.00万 | 0.00% | 1,172 | 1,124 | 2,341.7% | $1.92万 | 加仓 |
| DDOG | DATADOG INC | $2.00万 | 0.00% | 169 | 126 | 293.0% | $1.49万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1.99万 | 0.00% | 109 | 3 | 2.8% | $547 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $1.97万 | 0.00% | 1,340 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.96万 | 0.00% | 99 | 4 | 4.2% | $790 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1.94万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1.94万 | 0.00% | 404 | 18 | 4.7% | $863 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.94万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1.94万 | 0.00% | 882 | 827 | 1,503.6% | $1.81万 | 加仓 |
| MAKO | MAKO MNG CORP | $1.92万 | 0.00% | 3,000 | 3,000 | — | $1.92万 | 新建仓 |
| HAL | HALLIBURTON CO | $1.91万 | 0.00% | 489 | -88 | -15.3% | -$3,431 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $1.90万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.89万 | 0.00% | 372 | 60 | 19.2% | $3,048 | 加仓 |
| EMN | EASTMAN CHEM CO | $1.89万 | 0.00% | 247 | 210 | 567.6% | $1.60万 | 加仓 |
| MTZ | MASTEC INC | $1.87万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $1.86万 | 0.00% | 1,008 | 971 | 2,624.3% | $1.80万 | 加仓 |
| BALL | BALL CORP | $1.86万 | 0.00% | 315 | -108 | -25.5% | -$6,384 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $1.86万 | 0.00% | 449 | -4 | -0.9% | -$166 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.86万 | 0.00% | 1,870 | 1,570 | 523.3% | $1.56万 | 加仓 |
| XYZ | BLOCK INC | $1.85万 | 0.00% | 308 | 42 | 15.8% | $2,528 | 加仓 |
| OC | OWENS CORNING NEW | $1.83万 | 0.00% | 169 | 106 | 168.3% | $1.15万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.82万 | 0.00% | 201 | -8 | -3.8% | -$725 | 减仓 |
| EVR | EVERCORE INC | $1.82万 | 0.00% | 61 | 1 | 1.7% | $299 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1.80万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.79万 | 0.00% | 218 | 58 | 36.2% | $4,751 | 加仓 |
| CAE | CAE INC | $1.78万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |