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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1.07亿 | 15.34% | 163,771 | -346 | -0.2% | -$22.50万 | 减仓 |
| AAPL | APPLE INC | $6,303.02万 | 9.08% | 248,356 | 7,835 | 3.3% | $198.84万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,337.81万 | 4.81% | 339,277 | -1,959 | -0.6% | -$19.27万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $2,339.60万 | 3.37% | 95,494 | -5,456 | -5.4% | -$133.67万 | 减仓 |
| AMZN | AMAZON COM INC | $2,262.08万 | 3.26% | 108,613 | -1,191 | -1.1% | -$24.80万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,209.40万 | 3.18% | 36,974 | 403 | 1.1% | $24.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,705.42万 | 2.46% | 97,788 | -484 | -0.5% | -$8.44万 | 减仓 |
| DSI | ISHARES TR | $1,637.53万 | 2.36% | 135,121 | -3,486 | -2.5% | -$42.25万 | 减仓 |
| GOOG | ALPHABET INC | $1,608.39万 | 2.32% | 56,069 | -1,537 | -2.7% | -$44.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,444.19万 | 2.08% | 39,014 | -327 | -0.8% | -$12.10万 | 减仓 |
| GOOGL | ALPHABET INC | $1,401.86万 | 2.02% | 48,750 | -1,020 | -2.0% | -$29.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,302.99万 | 1.88% | 27,191 | -467 | -1.7% | -$22.38万 | 减仓 |
| VO | VANGUARD INDEX FDS | $918.62万 | 1.32% | 31,987 | -1,308 | -3.9% | -$37.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $918.45万 | 1.32% | 46,812 | -3,223 | -6.4% | -$63.24万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $688.91万 | 0.99% | 51,837 | -83 | -0.2% | -$1.10万 | 减仓 |
| TSLA | TESLA INC | $679.22万 | 0.98% | 18,271 | -178 | -1.0% | -$6.62万 | 减仓 |
| OEF | ISHARES TR | $676.34万 | 0.97% | 21,264 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $590.41万 | 0.85% | 8,462 | -9 | -0.1% | -$6,279 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $535.10万 | 0.77% | 21,891 | -495 | -2.2% | -$12.10万 | 减仓 |
| ORCL | ORACLE CORP | $531.92万 | 0.77% | 36,158 | -72 | -0.2% | -$1.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $502.76万 | 0.72% | 33,947 | 687 | 2.1% | $10.17万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.72% | 7 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $476.30万 | 0.69% | 34,434 | -1,545 | -4.3% | -$21.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $473.74万 | 0.68% | 18,087 | -812 | -4.3% | -$21.27万 | 减仓 |
| MRK | MERCK & CO INC | $436.10万 | 0.63% | 36,254 | -336 | -0.9% | -$4.04万 | 减仓 |
| ABBV | ABBVIE INC | $412.64万 | 0.59% | 18,973 | -17 | -0.1% | -$3,697 | 减仓 |
| WMT | WALMART INC | $394.39万 | 0.57% | 31,734 | -1,113 | -3.4% | -$13.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $387.11万 | 0.56% | 13,160 | -691 | -5.0% | -$20.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $372.32万 | 0.54% | 58,103 | 4,337 | 8.1% | $27.79万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $370.79万 | 0.53% | 41,803 | -3,302 | -7.3% | -$29.29万 | 减仓 |
| LLY | ELI LILLY & CO | $355.40万 | 0.51% | 3,864 | 24 | 0.6% | $2.21万 | 加仓 |
| IWM | ISHARES TR | $352.76万 | 0.51% | 14,224 | -7,597 | -34.8% | -$188.41万 | 减仓 |
| HD | HOME DEPOT INC | $342.70万 | 0.49% | 10,420 | -109 | -1.0% | -$3.58万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $330.26万 | 0.48% | 56,416 | -7,928 | -12.3% | -$46.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $323.64万 | 0.47% | 3,248 | -425 | -11.6% | -$42.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $319.16万 | 0.46% | 59,050 | 781 | 1.3% | $4.22万 | 加仓 |
| APH | AMPHENOL CORP | $316.22万 | 0.46% | 25,027 | -90 | -0.4% | -$1.14万 | 减仓 |
| AVGO | BROADCOM INC | $303.85万 | 0.44% | 9,817 | 57 | 0.6% | $1.76万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $301.90万 | 0.43% | 19,201 | 109 | 0.6% | $1.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $293.86万 | 0.42% | 9,160 | -66 | -0.7% | -$2.12万 | 减仓 |
| EOG | EOG RES INC | $286.86万 | 0.41% | 19,842 | 1,201 | 6.4% | $17.36万 | 加仓 |
| IVV | ISHARES TR | $246.33万 | 0.35% | 3,771 | 186 | 5.2% | $12.15万 | 加仓 |
| QCOM | QUALCOMM INC | $245.03万 | 0.35% | 19,027 | 75 | 0.4% | $9,659 | 加仓 |
| PG | PROCTER & GAMBLE CO | $243.00万 | 0.35% | 16,823 | -684 | -3.9% | -$9.88万 | 减仓 |
| MCD | MCDONALDS CORP | $242.88万 | 0.35% | 7,815 | -268 | -3.3% | -$8.33万 | 减仓 |
| V | VISA INC | $225.26万 | 0.32% | 7,453 | -61 | -0.8% | -$1.84万 | 减仓 |
| IWD | ISHARES TR | $223.39万 | 0.32% | 10,455 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $213.46万 | 0.31% | 28,424 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $210.18万 | 0.30% | 8,663 | -336 | -3.7% | -$8.15万 | 减仓 |
| IWB | ISHARES TR | $206.09万 | 0.30% | 5,780 | 6 | 0.1% | $2,139 | 加仓 |
| IEFA | ISHARES TR | $205.78万 | 0.30% | 22,731 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $204.84万 | 0.30% | 21,068 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $204.13万 | 0.29% | 9,866 | -643 | -6.1% | -$13.30万 | 减仓 |
| CSCO | CISCO SYS INC | $199.47万 | 0.29% | 25,708 | -800 | -3.0% | -$6.21万 | 减仓 |
| GLD | SPDR GOLD TR | $198.28万 | 0.29% | 4,608 | -1,974 | -30.0% | -$84.94万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $184.94万 | 0.27% | 13,270 | 137 | 1.0% | $1.91万 | 加仓 |
| LOW | LOWES COS INC | $183.19万 | 0.26% | 7,753 | -85 | -1.1% | -$2.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $181.09万 | 0.26% | 4,146 | 755 | 22.3% | $32.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $179.48万 | 0.26% | 3,592 | -271 | -7.0% | -$13.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $179.15万 | 0.26% | 17,449 | -608 | -3.4% | -$6.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $172.33万 | 0.25% | 2,986 | -299 | -9.1% | -$17.26万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $172.20万 | 0.25% | 409 | 17 | 4.3% | $7.16万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $168.02万 | 0.24% | 5,978 | 79 | 1.3% | $2.22万 | 加仓 |
| RKT | ROCKET COS INC | $165.08万 | 0.24% | 115,848 | -618 | -0.5% | -$8,806 | 减仓 |
| IVW | ISHARES TR | $164.85万 | 0.24% | 14,574 | -2,918 | -16.7% | -$33.01万 | 减仓 |
| TJX | TJX COS INC NEW | $160.51万 | 0.23% | 10,051 | -301 | -2.9% | -$4.81万 | 减仓 |
| IWF | ISHARES TR | $159.09万 | 0.23% | 3,731 | -15 | -0.4% | -$6,396 | 减仓 |
| VFH | VANGUARD WORLD FD | $146.93万 | 0.21% | 12,162 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $142.93万 | 0.21% | 5,282 | -117 | -2.2% | -$3.17万 | 减仓 |
| AMGN | AMGEN INC | $141.95万 | 0.20% | 4,034 | 128 | 3.3% | $4.50万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $141.66万 | 0.20% | 4,687 | -100 | -2.1% | -$3.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $131.28万 | 0.19% | 4,340 | -152 | -3.4% | -$4.60万 | 减仓 |
| PEP | PEPSICO INC | $128.88万 | 0.19% | 8,299 | -788 | -8.7% | -$12.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.69万 | 0.18% | 5,103 | 130 | 2.6% | $3.15万 | 加仓 |
| BILL | BILL HOLDINGS INC | $118.42万 | 0.17% | 30,919 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $115.68万 | 0.17% | 9,752 | -94 | -1.0% | -$1.12万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $115.49万 | 0.17% | 13,957 | -3,450 | -19.8% | -$28.55万 | 减仓 |
| RTX | RTX CORPORATION | $115.32万 | 0.17% | 5,978 | -171 | -2.8% | -$3.30万 | 减仓 |
| UPST | UPSTART HLDGS INC | $115.26万 | 0.17% | 44,934 | 1,811 | 4.2% | $4.65万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $111.75万 | 0.16% | 260,484 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $111.26万 | 0.16% | 11,571 | 1,519 | 15.1% | $14.61万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $110.99万 | 0.16% | 4,160 | -10 | -0.2% | -$2,668 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $110.96万 | 0.16% | 1,799 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $109.33万 | 0.16% | 3,236 | 439 | 15.7% | $14.83万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $109.12万 | 0.16% | 4,240 | -97 | -2.2% | -$2.50万 | 减仓 |
| DBEF | DBX ETF TR | $107.25万 | 0.15% | 21,710 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $105.72万 | 0.15% | 3,323 | -487 | -12.8% | -$15.49万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $104.16万 | 0.15% | 20,922 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $101.45万 | 0.15% | 930 | -250 | -21.2% | -$27.27万 | 减仓 |
| META | META PLATFORMS INC | $101.32万 | 0.15% | 1,771 | -522 | -22.8% | -$29.87万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $99.79万 | 0.14% | 8,412 | 601 | 7.7% | $7.13万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $98.75万 | 0.14% | 1,103 | -7 | -0.6% | -$6,267 | 减仓 |
| — | EXXON MOBIL CORP | $98.45万 | 0.14% | 5,803 | -124 | -2.1% | -$2.10万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $97.97万 | 0.14% | 4,473 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $97.52万 | 0.14% | 1,984 | -28 | -1.4% | -$1.38万 | 减仓 |
| C | CITIGROUP INC | $97.16万 | 0.14% | 8,567 | -468 | -5.2% | -$5.31万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $95.75万 | 0.14% | 3,429 | 40 | 1.2% | $1.12万 | 加仓 |
| IEMG | ISHARES INC | $95.19万 | 0.14% | 13,647 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $94.25万 | 0.14% | 4,397 | -1 | -0.0% | -$214 | 减仓 |
| SYK | STRYKER CORPORATION | $93.71万 | 0.13% | 2,852 | -875 | -23.5% | -$28.75万 | 减仓 |