MC

Manchester Capital Management LLC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$6.9億

申報季度: 2026-03-31 · 持股檔數: 1309

Manchester Capital Management LLC在最新一期 13F 報告中揭露了 1309 項持股，申報期為 2026-03-31，總持股市值約為 US$6.9億，季度換手率為 11.2%。

機構性格雪花圖

集中度
16.82
持倉穩定性
11.24
動能／逆勢
100
產業集中度
53.69
多樣化
100
倉位均衡度
26.55

近期動向

  • 加碼 FTAI

    -5.4%　US$352.4萬

  • 減碼 MSFT

    -0.8%　-US$458.4萬

  • 減碼 IWM

    -34.8%　-US$184.4萬

  • 加碼 UPS

    -0.6%　-US$46.9萬

  • 減碼 AMZN

    -1.1%　-US$272.4萬

  • 減碼 ORCL

    -0.2%　-US$174.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 1306 大持股（共 1309 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長15.34%+0.11%-0.21%
2AAPLApple INC股票-科技9.08%+0.18%+3.26%
3UPSUnited Parcel Service-cl B股票-工業4.81%+0.20%-0.57%
4FTAIFTAI Aviation Ltd.股票-工業3.37%+0.67%-5.40%
5AMZNAmazon.com INC股票-循環性消費3.26%-0.19%-1.08%
6VOOVanguard S&p 500 ETFETF-大型股與成長3.18%+0.06%+1.10%
7NVDANvidia CORP股票-科技2.46%-0.03%-0.49%
8DSIIshares Esg Msci Kld 400 ETFETF-其他2.36%-0.07%-2.52%
9GOOGAlphabet Inc-cl C股票-通訊服務2.32%-0.14%-2.67%
10MSFTMicrosoft CORP股票-科技2.08%-0.51%-0.83%
11GOOGLAlphabet Inc-cl A股票-通訊服務2.02%-0.10%-2.05%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他1.88%-0.01%-1.69%
13VOVanguard Mid-cap ETFETF-其他1.32%—-3.93%
14VTVVanguard Value ETFETF-其他1.32%+0.02%-6.44%
15XLKSs Technology Select SectorETF-科技型0.99%-0.03%-0.16%
16TSLATesla INC股票-循環性消費0.98%-0.15%-0.96%
17OEFIshares S&p 100 ETFETF-其他0.97%-0.02%—
18VGTVanguard Info Tech ETFETF-科技型0.85%-0.02%-0.11%
19JNJJohnson & Johnson股票-醫療保健0.77%+0.14%-2.21%
20ORCLOracle CORP股票-科技0.77%-0.19%-0.20%
21VYMVanguard High Dvd Yield ETFETF-其他0.72%—+2.07%
22BRK-ABerkshire Hathaway Inc-cl A股票-其他0.72%——
23VTVanguard Tot World Stk ETFETF-其他0.69%—-4.29%
24VBVanguard Small-cap ETFETF-其他0.68%—-4.30%
25MRKMerck & Co. INC.股票-醫療保健0.63%+0.11%-0.92%
26ABBVAbbvie INC股票-醫療保健0.59%—-0.09%
27WMTWalmart INC股票-非循環性消費0.57%—-3.39%
28JPMJpmorgan Chase & Co股票-金融0.56%-0.05%-4.99%
29VEAVanguard Ftse Developed ETFETF-其他0.54%—+8.07%
30VNQVanguard Real Estate ETFETF-其他0.53%—-7.32%
31LLYEli Lilly & Co股票-醫療保健0.51%-0.05%+0.63%
32IWMIshares Russell 2000 ETFETF-中小型股0.51%-0.22%-34.82%
33HDHome Depot INC股票-循環性消費0.49%—-1.04%
34VGSHVanguard Short-term TreasuryETF-政府公債0.48%-0.03%-12.32%
35COSTCostco Wholesale CORP股票-非循環性消費0.47%—-11.57%
36VWOVanguard Ftse Emerging MarkeETF-新興市場0.46%—+1.34%
37APHAmphenol Corp-cl A股票-科技0.46%—-0.36%
38AVGOBroadcom INC股票-科技0.44%—+0.58%
39BDXBecton Dickinson And Co股票-醫療保健0.43%-0.07%+0.57%
40VTIVanguard Total Stock Mkt ETFETF-其他0.42%—-0.72%
41EOGEog Resources INC股票-能源0.41%+0.14%+6.44%
42IVVIshares Core S&p 500 ETFETF-大型股與成長0.35%—+5.19%
43QCOMQualcomm INC股票-科技0.35%-0.09%+0.40%
44PGProcter & Gamble Co/the股票-非循環性消費0.35%—-3.91%
45MCDMcdonald's CORP股票-循環性消費0.35%—-3.32%
46VVisa Inc-class A Shares股票-金融0.32%-0.04%-0.81%
47IWDIshares Russell 1000 Value EETF-其他0.32%——
48VEUVanguard Ftse All-world Ex-uETF-其他0.31%——
49UNPUnion Pacific CORP股票-工業0.30%—-3.73%
50IWBIshares Russell 1000 ETFETF-其他0.30%—+0.10%
1–50 of 1,306

本季持股變動

Manchester Capital Management LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Touchstone Lrg Comp Grw ETF (TLG); 減碼: FTAI Aviation Ltd. (FTAI) — 股數 -5.40%; 減碼: Microsoft CORP (MSFT) — 股數 -0.83%; 減碼: Ishares Russell 2000 ETF (IWM) — 股數 -34.82%; 減碼: United Parcel Service-cl B (UPS) — 股數 -0.57%.

Manchester Capital Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1FTAIFTAI Aviation Ltd.+0.7%-5.40%減碼
2UPSUnited Parcel Service-cl B+0.2%-0.57%減碼
3AAPLApple INC+0.2%+3.26%加碼
4EOGEog Resources INC+0.1%+6.44%加碼
5JNJJohnson & Johnson+0.1%-2.21%減碼
6SPYSs Spdr S&p 500 ETF Trust-us+0.1%-0.21%減碼
7MRKMerck & Co. INC.+0.1%-0.92%減碼
8WATWaters CORP+0.1%+329.14%加碼
9CVXChevron CORP+0.1%-6.12%減碼
10VOOVanguard S&p 500 ETF+0.1%+1.10%加碼
11VCSHVanguard S/t CORP Bond ETF+0.1%+257.23%加碼
12VTVVanguard Value ETF0%-6.44%減碼
13VOVanguard Mid-cap ETF—-3.93%減碼
14BRK-BBerkshire Hathaway Inc-cl B0%-1.69%減碼
15OEFIshares S&p 100 ETF0%—不變
16VGTVanguard Info Tech ETF0%-0.11%減碼
17NVDANvidia CORP0%-0.49%減碼
18XLKSs Technology Select Sector0%-0.16%減碼
19VGSHVanguard Short-term Treasury0%-12.32%減碼
20MAMastercard INC - A0%-7.02%減碼
21VVisa Inc-class A Shares0%-0.81%減碼
22BKNGBooking Holdings INC0%+4.34%加碼
23SYKStryker CORP0%-23.48%減碼
24JPMJpmorgan Chase & Co-0.1%-4.99%減碼
25LLYEli Lilly & Co-0.1%+0.63%加碼
26IVWIshares S&p 500 Growth ETF-0.1%-16.68%減碼
27ABTAbbott Laboratories-0.1%-3.37%減碼
28SHOPShopify INC - Class A-0.1%-0.95%減碼
29IGIBIshares 5-10y Inv Grade CORP-0.1%-35.99%減碼
30ACNAccenture plc-0.1%-22.35%減碼
31BILLBill Holdings INC-0.1%—不變
32METAMeta Platforms Inc-class A-0.1%-22.76%減碼
33PTONPeloton Interactive Inc-a-0.1%—不變
34DSIIshares Esg Msci Kld 400 ETF-0.1%-2.52%減碼
35BDXBecton Dickinson And Co-0.1%+0.57%加碼
36GLDSpdr Gold Shares-0.1%-29.99%減碼
37RKTRocket Cos Inc-class A-0.1%-0.53%減碼
38RDDTReddit Inc-cl A-0.1%+0.02%加碼
39QCOMQualcomm INC-0.1%+0.40%加碼
40UPSTUpstart Holdings INC-0.1%+4.20%加碼
41BROBrown & Brown INC-0.1%-99.06%減碼
42GOOGLAlphabet Inc-cl A-0.1%-2.05%減碼
43ZZillow Group INC - C-0.1%-99.23%減碼
44GOOGAlphabet Inc-cl C-0.1%-2.67%減碼
45TSLATesla INC-0.2%-0.96%減碼
46AMZNAmazon.com INC-0.2%-1.08%減碼
47ORCLOracle CORP-0.2%-0.20%減碼
48IWMIshares Russell 2000 ETF-0.2%-34.82%減碼
49MSFTMicrosoft CORP-0.5%-0.83%減碼
50TLGTouchstone Lrg Comp Grw ETF—NEW新建倉

FAQ

Manchester Capital Management LLC 是什麼機構？屬於哪種投資人類型？
Manchester Capital Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$6.9億，分佈在 1309 個已申報部位之中。
Manchester Capital Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Manchester Capital Management LLC 按市值排列的前幾大持股為： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1.1億 (15.3%) 2. Apple INC (AAPL) — US$6303.0萬 (9.1%) 3. United Parcel Service-cl B (UPS) — US$3337.8萬 (4.8%) 4. FTAI Aviation Ltd. (FTAI) — US$2339.6萬 (3.4%) 5. Amazon.com INC (AMZN) — US$2262.1萬 (3.3%)
Manchester Capital Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Manchester Capital Management LLC 共進行了 47 項顯著調整：新建倉 1 個部位、加碼 11 個既有持股、減碼 35 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Touchstone Lrg Comp Grw ETF (TLG); 減碼: FTAI Aviation Ltd. (FTAI) — 股數 -5.40%; 減碼: Microsoft CORP (MSFT) — 股數 -0.83%; 減碼: Ishares Russell 2000 ETF (IWM) — 股數 -34.82%; 減碼: United Parcel Service-cl B (UPS) — 股數 -0.57%
Manchester Capital Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Manchester Capital Management LLC 的主要板塊分佈如下： • Information Technology: 31.4% • Industrials: 18.6% • Consumer Discretionary: 11.8% • Financials: 10.9% • Health Care: 9.9% • Communication Services: 8.8%