Manchester Capital Management LLC 13F 持仓 · 2026年Q2
Manchester Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,313 只证券，申报市值合计 7.68 亿美元。前几大持仓：SPY（15.87%）、AAPL（9.36%）、UPS（3.61%）。本季前 25 大持仓中：增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $121.9M | 15.87% | 163,294 | 减持 |
| 2 | AAPL | APPLE INC | $71.9M | 9.36% | 248,602 | 增持 |
| 3 | UPS | UNITED PARCEL SVCS INC | $27.7M | 3.61% | 257,859 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $26.1M | 3.39% | 37,961 | 增持 |
| 5 | AMZN | AMAZON COM INC | $26.0M | 3.38% | 109,112 | 增持 |
| 6 | GOOG | ALPHABET INC | $19.9M | 2.59% | 56,265 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $19.6M | 2.55% | 98,090 | 增持 |
| 8 | DSI | ISHARES TR | $18.3M | 2.38% | 128,700 | 减持 |
| 9 | GOOGL | ALPHABET INC | $17.6M | 2.28% | 49,121 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $14.7M | 1.91% | 39,310 | 增持 |
| 11 | Z | ZILLOW GROUP INC | $14.3M | 1.86% | 454,643 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.6M | 1.76% | 27,103 | 减持 |
| 13 | VO | VANGUARD INDEX FDS | $10.3M | 1.34% | 127,670 | 增持 |
| 14 | XLK | SELECT SECTOR SPDR TR | $9.7M | 1.27% | 51,055 | 减持 |
| 15 | VTV | VANGUARD INDEX FDS | $9.4M | 1.22% | 43,163 | 减持 |
| 16 | TSLA | TESLA INC | $8.2M | 1.06% | 19,441 | 增持 |
| 17 | OEF | ISHARES TR | $7.8M | 1.01% | 21,264 | 持平 |
| 18 | VGT | VANGUARD WORLD FD | $7.4M | 0.96% | 61,675 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $5.5M | 0.72% | 21,837 | 减持 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $5.4M | 0.70% | 34,119 | 减持 |
| 21 | ORCL | ORACLE CORP | $5.3M | 0.69% | 36,197 | 增持 |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 0.68% | 7 | 持平 |
| 23 | VB | VANGUARD INDEX FDS | $5.0M | 0.65% | 16,451 | 减持 |
| 24 | ABBV | ABBVIE INC | $4.8M | 0.62% | 19,010 | 增持 |
| 25 | LLY | ELI LILLY & CO | $4.7M | 0.61% | 3,909 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR