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 |
|---|---|---|---|---|---|---|---|---|
| OGE | OGE ENERGY CORP | $1.97万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.97万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $1.97万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.94万 | 0.00% | 614 | 351 | 133.5% | $1.11万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $1.92万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1.89万 | 0.00% | 22 | 2 | 10.0% | $1,716 | 加仓 |
| EVRG | EVERGY INC | $1.88万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.86万 | 0.00% | 127 | -4 | -3.1% | -$585 | 减仓 |
| ARCC | ARES CAPITAL CORP | $1.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.85万 | 0.00% | 477 | -680 | -58.8% | -$2.63万 | 减仓 |
| GIB | CGI INC | $1.83万 | 0.00% | 284 | -76 | -21.1% | -$4,907 | 减仓 |
| LII | LENNOX INTL INC | $1.83万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $1.82万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1.81万 | 0.00% | 643 | -143 | -18.2% | -$4,031 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1.79万 | 0.00% | 78 | 66 | 550.0% | $1.51万 | 加仓 |
| L | LOEWS CORP | $1.74万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.74万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.74万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.72万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $1.67万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.66万 | 0.00% | 176 | -33 | -15.8% | -$3,120 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $1.65万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $1.65万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $1.65万 | 0.00% | 625 | -162 | -20.6% | -$4,266 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $1.63万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.59万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $1.59万 | 0.00% | 551 | -245 | -30.8% | -$7,078 | 减仓 |
| CCI | CROWN CASTLE INC | $1.58万 | 0.00% | 209 | 120 | 134.8% | $9,088 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $1.58万 | 0.00% | 346 | -9 | -2.5% | -$411 | 减仓 |
| BXP | BXP INC | $1.58万 | 0.00% | 238 | -18 | -7.0% | -$1,194 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1.57万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1.56万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $1.56万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1.54万 | 0.00% | 126 | -54 | -30.0% | -$6,611 | 减仓 |
| HRB | BLOCK H & R INC | $1.53万 | 0.00% | 403 | 398 | 7,960.0% | $1.52万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $1.53万 | 0.00% | 590 | 66 | 12.6% | $1,716 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.53万 | 0.00% | 89 | -1 | -1.1% | -$172 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.53万 | 0.00% | 204 | 188 | 1,175.0% | $1.41万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.52万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $1.51万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $1.50万 | 0.00% | 3,020 | 102 | 3.5% | $508 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1.50万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.49万 | 0.00% | 261 | -102 | -28.1% | -$5,840 | 减仓 |
| — | LISTED FDS TR | $1.49万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1.48万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $1.48万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1.47万 | 0.00% | 143 | -2 | -1.4% | -$206 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $1.46万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.46万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.45万 | 0.00% | 59 | -14 | -19.2% | -$3,447 | 减仓 |
| MTB | M & T BK CORP | $1.45万 | 0.00% | 61 | -1 | -1.6% | -$238 | 减仓 |
| TPR | TAPESTRY INC | $1.45万 | 0.00% | 99 | -1 | -1.0% | -$146 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1.44万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $1.44万 | 0.00% | 505 | 505 | — | $1.44万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.43万 | 0.00% | 175 | -35 | -16.7% | -$2,870 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.42万 | 0.00% | 94 | 94 | — | $1.42万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $1.38万 | 0.00% | 136 | -175 | -56.3% | -$1.78万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $1.38万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.37万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1.37万 | 0.00% | 208 | 93 | 80.9% | $6,121 | 加仓 |
| TXNM | TXNM ENERGY INC | $1.28万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $1.28万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.27万 | 0.00% | 198 | -4 | -2.0% | -$256 | 减仓 |
| UDR | UDR INC | $1.27万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.25万 | 0.00% | 70 | 26 | 59.1% | $4,644 | 加仓 |
| CBT | CABOT CORP | $1.24万 | 0.00% | 137 | -1 | -0.7% | -$91 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1.22万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $1.21万 | 0.00% | 86 | 19 | 28.4% | $2,670 | 加仓 |
| CAE | CAE INC | $1.20万 | 0.00% | 480 | -205 | -29.9% | -$5,137 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1.19万 | 0.00% | 231 | 231 | — | $1.19万 | 新建仓 |
| EQT | EQT CORP | $1.19万 | 0.00% | 224 | -9 | -3.9% | -$479 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1.19万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $1.18万 | 0.00% | 70 | 1 | 1.4% | $169 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.18万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $1.18万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1.17万 | 0.00% | 26 | -7 | -21.2% | -$3,157 | 减仓 |
| PCG | PG&E CORP | $1.16万 | 0.00% | 692 | -65 | -8.6% | -$1,093 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.16万 | 0.00% | 44 | 37 | 528.6% | $9,741 | 重新持有 |
| TECH | BIO-TECHNE CORP | $1.15万 | 0.00% | 163 | 2 | 1.2% | $141 | 加仓 |
| AEE | AMEREN CORP | $1.14万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.11万 | 0.00% | 112 | 18 | 19.1% | $1,792 | 加仓 |
| DVA | DAVITA INC | $1.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $1.10万 | 0.00% | 263 | 263 | — | $1.10万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $1.09万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.09万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1.08万 | 0.00% | 515 | 145 | 39.2% | $3,050 | 加仓 |
| DXCM | DEXCOM INC | $1.07万 | 0.00% | 159 | 11 | 7.4% | $741 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1.07万 | 0.00% | 128 | -1 | -0.8% | -$84 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1.07万 | 0.00% | 19 | -1 | -5.0% | -$561 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1.06万 | 0.00% | 93 | -64 | -40.8% | -$7,315 | 减仓 |
| FNB | F N B CORP | $1.06万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.06万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $1.06万 | 0.00% | 281 | -24 | -7.9% | -$904 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $1.05万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.05万 | 0.00% | 69 | -12 | -14.8% | -$1,827 | 减仓 |
| LDUR | PIMCO ETF TR | $1.02万 | 0.00% | 107 | 14 | 15.1% | $1,339 | 加仓 |
| AEG | AEGON LTD | $1.02万 | 0.00% | 1,204 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $9,797 | 0.00% | 334 | 270 | 421.9% | $7,920 | 加仓 |
| CNO | CNO FINL GROUP INC | $9,789 | 0.00% | 192 | 0 | 0.0% | — | 不变 |