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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $1.77万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1.76万 | 0.00% | 62 | 12 | 24.0% | $3,405 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1.75万 | 0.00% | 666 | 190 | 39.9% | $5,003 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.74万 | 0.00% | 107 | -37 | -25.7% | -$6,012 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1.73万 | 0.00% | 33 | 6 | 22.2% | $3,136 | 加仓 |
| PODD | INSULET CORP | $1.70万 | 0.00% | 81 | -7 | -8.0% | -$1,469 | 减仓 |
| TRN | TRINITY INDS INC | $1.69万 | 0.00% | 525 | 525 | — | $1.69万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.69万 | 0.00% | 194 | -4 | -2.0% | -$348 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $1.69万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.68万 | 0.00% | 210 | -10 | -4.5% | -$801 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $1.68万 | 0.00% | 526 | 326 | 163.0% | $1.04万 | 加仓 |
| MOS | MOSAIC CO | $1.67万 | 0.00% | 653 | 100 | 18.1% | $2,550 | 加仓 |
| SAN | BANCO SANTANDER SA | $1.66万 | 0.00% | 1,475 | -181 | -10.9% | -$2,042 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1.66万 | 0.00% | 90 | -2 | -2.2% | -$369 | 减仓 |
| TTD | THE TRADE DESK INC | $1.66万 | 0.00% | 730 | 279 | 61.9% | $6,331 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $1.66万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1.64万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $1.64万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $1.64万 | 0.00% | 2,078 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.64万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $1.63万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.63万 | 0.00% | 79 | 17 | 27.4% | $3,508 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.62万 | 0.00% | 176 | -16 | -8.3% | -$1,473 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $1.60万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $1.59万 | 0.00% | 300 | -296 | -49.7% | -$1.57万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $1.58万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $1.55万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $1.54万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $1.52万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.51万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.51万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $1.50万 | 0.00% | 2,918 | -305 | -9.5% | -$1,572 | 减仓 |
| OKTA | OKTA INC | $1.50万 | 0.00% | 191 | 69 | 56.6% | $5,431 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.50万 | 0.00% | 73 | -1,078 | -93.7% | -$22.19万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1.50万 | 0.00% | 156 | 97 | 164.4% | $9,311 | 加仓 |
| LII | LENNOX INTL INC | $1.49万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1.48万 | 0.00% | 233 | -175 | -42.9% | -$1.11万 | 减仓 |
| IJH | ISHARES TR | $1.47万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.44万 | 0.00% | 202 | -2 | -1.0% | -$142 | 减仓 |
| TPR | TAPESTRY INC | $1.41万 | 0.00% | 100 | -43 | -30.1% | -$6,068 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.41万 | 0.00% | 20 | -749 | -97.4% | -$52.64万 | 重新持有 |
| MSCI | MSCI INC | $1.40万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $1.38万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.38万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $1.36万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1.33万 | 0.00% | 757 | 30 | 4.1% | $527 | 加仓 |
| BXP | BXP INC | $1.33万 | 0.00% | 256 | -82 | -24.3% | -$4,256 | 减仓 |
| TXNM | TXNM ENERGY INC | $1.32万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.31万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $1.30万 | 0.00% | 148 | -9 | -5.7% | -$789 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1.29万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1.28万 | 0.00% | 73 | 49 | 204.2% | $8,608 | 加仓 |
| MTB | M & T BK CORP | $1.28万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1.28万 | 0.00% | 576 | 40 | 7.5% | $890 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.27万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $1.27万 | 0.00% | 479 | 479 | — | $1.27万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1.26万 | 0.00% | 600 | 600 | — | $1.26万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $1.26万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1.26万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.24万 | 0.00% | 719 | -670 | -48.2% | -$1.16万 | 减仓 |
| STE | STERIS PLC | $1.24万 | 0.00% | 56 | -3 | -5.1% | -$663 | 减仓 |
| GATX | GATX CORP | $1.23万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.20万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $1.19万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.19万 | 0.00% | 263 | 30 | 12.9% | $1,359 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $1.19万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1.19万 | 0.00% | 210 | -14 | -6.2% | -$792 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.18万 | 0.00% | 69 | 15 | 27.8% | $2,572 | 加仓 |
| PAYX | PAYCHEX INC | $1.18万 | 0.00% | 128 | 80 | 166.7% | $7,370 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.15万 | 0.00% | 45 | 4 | 9.8% | $1,018 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $1.13万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1.11万 | 0.00% | 87 | 22 | 33.8% | $2,810 | 加仓 |
| AEE | AMEREN CORP | $1.11万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.11万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $1.07万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1.05万 | 0.00% | 322 | -229 | -41.6% | -$7,498 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $1.04万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $1.04万 | 0.00% | 138 | 38 | 38.0% | $2,862 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1.04万 | 0.00% | 460 | -3,583 | -88.6% | -$8.09万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $1.04万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $1.03万 | 0.00% | 715 | 680 | 1,942.9% | $9,833 | 加仓 |
| GGG | GRACO INC | $1.02万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $1.01万 | 0.00% | 64 | 21 | 48.8% | $3,325 | 加仓 |
| RDN | RADIAN GROUP INC | $1.01万 | 0.00% | 305 | 62 | 25.5% | $2,051 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $9,939 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $9,930 | 0.00% | 29 | 7 | 31.8% | $2,397 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $9,917 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $9,912 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $9,908 | 0.00% | 102 | -600 | -85.5% | -$5.83万 | 减仓 |
| CPNG | COUPANG INC | $9,780 | 0.00% | 518 | 111 | 27.3% | $2,096 | 加仓 |
| FOX | FOX CORP | $9,771 | 0.00% | 184 | 31 | 20.3% | $1,646 | 加仓 |
| ALLE | ALLEGION PLC | $9,735 | 0.00% | 67 | -17 | -20.2% | -$2,470 | 减仓 |
| THG | HANOVER INS GROUP INC | $9,535 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $9,508 | 0.00% | 129 | -3 | -2.3% | -$221 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $9,357 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $9,351 | 0.00% | 137 | 92 | 204.4% | $6,280 | 加仓 |
| FNB | F N B CORP | $9,314 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $9,311 | 0.00% | 414 | -80 | -16.2% | -$1,799 | 减仓 |
| DXCM | DEXCOM INC | $9,295 | 0.00% | 148 | 0 | 0.0% | — | 不变 |