13F 机构持仓

COURIER CAPITAL LLC

BUFFALO NY · SEC CIK 0001015247

2026Q22026Q1 更早 9 个季度 🔒
$20.03亿2026Q2 申报市值
399持仓数
31.1%前十大占比 · 第一大 6.3%
18 / 8新建仓 / 清仓
申报市值走势$20.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 6.3%
IVV 4.4%
AAPL 3.6%
IVE 3.4%
SPYG 3.3%
IJH 2.7%
SPYV 2.6%
IJJ 1.7%
IJR 1.7%
EFA 1.6%

2026Q2 买入最多 按季末市值估算

DSCO 新建仓+$804.63万
CLOA 新建仓+$787.98万
IEF 加仓+$634.68万
IJH 加仓+$404.13万
SPYV 加仓+$397.27万

2026Q2 卖出最多 按季末市值估算

JAAA 清仓-$748.18万
JSI 减仓-$690.45万
IVW 减仓-$611.46万
IWN 减仓-$532.05万
INTC 减仓-$339.70万

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
JAAA JANUS DETROIT STR TR $00.00%0 -148,537-100.0% -$748.18万 清仓
APA APA CORPORATION $00.00%0 -41,945-100.0% -$178.01万 清仓
ADBE ADOBE INC $00.00%0 -1,975-100.0% -$48.01万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -1,268-100.0% -$44.88万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,538-100.0% -$30.50万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -3,592-100.0% -$23.35万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,190-100.0% -$20.64万 清仓
GSY INVESCO ACTIVELY MANAGED EXC $00.00%0 -4,050-100.0% -$20.30万 清仓
IVVD INVIVYD INC $8,7240.00%10,000 00.0% — 不变
— INSPIREMD INC $2.10万0.00%30,000 00.0% — 不变
— ALIGHT INC $5.60万0.00%100,000 00.0% — 不变
MYN BLACKROCK MUNIYIELD N Y QUAL $11.54万0.01%11,371 00.0% — 不变
— GRANITESHARES ETF TR $13.03万0.01%25,000 25,000— $13.03万 新建仓
— RAND CAP CORP $15.69万0.01%15,382 00.0% — 不变
MQY BLACKROCK MUNIYILD QULT FD I $18.56万0.01%16,000 00.0% — 不变
— KORE GROUP HLDGS INC $18.86万0.01%20,430 00.0% — 不变
RIG TRANSOCEAN LTD $18.89万0.01%38,628 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $19.50万0.01%12,860 1611.3% $2,441 加仓
IXJ ISHARES TR $20.09万0.01%2,042 2,042— $20.09万 新建仓
SPXC SPX TECHNOLOGIES INC $20.52万0.01%837 837— $20.52万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $20.58万0.01%702 -18-2.5% -$5,277 减仓
ISMD NORTHERN LTS FD TR IV $20.64万0.01%4,128 4,128— $20.64万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $20.67万0.01%4,087 -1,322-24.4% -$6.69万 重新持有
ITW ILLINOIS TOOL WKS INC $20.80万0.01%769 -1-0.1% -$270 减仓
TT TRANE TECHNOLOGIES PLC $20.92万0.01%426 426— $20.92万 新建仓
CLX CLOROX CO DEL $21.04万0.01%2,205 2,205— $21.04万 新建仓
XYL XYLEM INC $21.17万0.01%1,791 -198-10.0% -$2.34万 减仓
PDO PIMCO DYNAMIC INCOME OPRNTS $21.51万0.01%16,269 00.0% — 不变
SNA SNAP ON INC $21.53万0.01%535 535— $21.53万 新建仓
A AGILENT TECHNOLOGIES INC $22.31万0.01%1,679 -45-2.6% -$5,978 重新持有
EIX EDISON INTL $22.34万0.01%3,000 00.0% — 不变
GILD GILEAD SCIENCES INC $22.40万0.01%1,773 40.2% $505 加仓
VG VENTURE GLOBAL INC $22.84万0.01%20,521 00.0% — 不变
WWJD NORTHERN LTS FD TR IV $22.90万0.01%6,007 00.0% — 不变
— PUTNAM ETF TRUST $23.01万0.01%28,871 16,760138.4% $13.36万 加仓
CI THE CIGNA GROUP $23.10万0.01%838 00.0% — 不变
KEY KEYCORP $23.18万0.01%10,057 -182-1.8% -$4,195 减仓
FDXF FEDEX FGHT HLDG CO INC $23.27万0.01%1,541 1,541— $23.27万 新建仓
VIS VANGUARD WORLD FD $23.97万0.01%665 -55-7.6% -$1.98万 减仓
MBLY MOBILEYE GLOBAL INC $24.20万0.01%25,000 25,000— $24.20万 新建仓
VOT VANGUARD INDEX FDS $24.29万0.01%793 -33-4.0% -$1.01万 减仓
ADM ARCHER DANIELS MIDLAND CO $24.87万0.01%3,255 00.0% — 不变
WAT WATERS CORP $25.77万0.01%687 -85-11.0% -$3.19万 减仓
NVS NOVARTIS AG $25.83万0.01%1,648 00.0% — 不变
ARM ARM HOLDINGS PLC $25.88万0.01%730 730— $25.88万 新建仓
BLK BLACKROCK INC $25.96万0.01%270 5223.9% $5.00万 加仓
KRE SPDR SERIES TRUST $26.05万0.01%3,480 00.0% — 不变
BKT BLACKROCK INCOME TR INC $26.13万0.01%24,379 -275-1.1% -$2,948 减仓
EBAY EBAY INC. $26.33万0.01%2,356 -3-0.1% -$335 减仓
AVY AVERY DENNISON CORP $26.36万0.01%1,624 00.0% — 不变
STE STERIS PLC $26.57万0.01%1,262 00.0% — 不变
AMRZ AMRIZE LTD $26.88万0.01%5,043 00.0% — 不变
SLYG SPDR SERIES TRUST $26.89万0.01%2,257 -139-5.8% -$1.66万 减仓
VFH VANGUARD WORLD FD $27.03万0.01%2,054 -22-1.1% -$2,895 减仓
Q QNITY ELECTRONICS INC $27.14万0.01%1,662 -210-11.2% -$3.43万 减仓
ESGE ISHARES INC $27.17万0.01%4,968 -685-12.1% -$3.75万 减仓
SFNC SIMMONS FIRST NATL CORP $27.34万0.01%12,072 00.0% — 不变
DEM WISDOMTREE TR $27.37万0.01%5,088 -269-5.0% -$1.45万 减仓
CR CRANE COMPANY $27.84万0.01%1,248 1,248— $27.84万 新建仓
NSC NORFOLK SOUTHN CORP $28.16万0.01%895 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $28.43万0.01%3,302 -30-0.9% -$2,583 减仓
DE DEERE & CO $28.48万0.01%449 -393-46.7% -$24.93万 减仓
SLYV SPDR SERIES TRUST $29.22万0.01%2,678 -116-4.2% -$1.27万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $29.37万0.01%839 00.0% — 不变
HPQ HP INC $30.12万0.02%13,730 4,73052.6% $10.38万 重新持有
JCI JOHNSON CONTROLS INTERNATION $31.22万0.02%2,137 33018.3% $4.82万 加仓
HSY HERSHEY CO $31.76万0.02%1,810 -11-0.6% -$1,930 减仓
VEU VANGUARD INTL EQUITY INDEX F $31.80万0.02%3,797 79726.6% $6.67万 加仓
URI UNITED RENTALS INC $31.95万0.02%282 00.0% — 不变
VUG VANGUARD INDEX FDS $32.01万0.02%3,716 20.1% $172 加仓
WY WEYERHAEUSER CO $32.12万0.02%13,418 250.2% $598 加仓
IYH ISHARES TR $32.24万0.02%4,811 00.0% — 不变
IUSG ISHARES TR $32.56万0.02%1,731 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $32.82万0.02%5,639 -1,539-21.4% -$8.96万 减仓
WELL WELLTOWER INC $33.57万0.02%1,479 -2-0.1% -$454 减仓
PTL NORTHERN LTS FD TR IV $33.96万0.02%1,187 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $34.08万0.02%3,782 00.0% — 不变
EVR EVERCORE INC $34.14万0.02%1,000 00.0% — 不变
VBIL VANGUARD INSTL INDEX FD $35.06万0.02%4,633 4,633— $35.06万 新建仓
HWM HOWMET AEROSPACE INC $35.81万0.02%1,332 00.0% — 不变
YUM YUM BRANDS INC $35.86万0.02%2,243 00.0% — 不变
NFG NATIONAL FUEL GAS CO $36.03万0.02%4,667 -21-0.4% -$1,621 减仓
LHX L3HARRIS TECHNOLOGIES INC $37.60万0.02%1,294 -1-0.1% -$291 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $37.64万0.02%6,750 00.0% — 不变
AMLP ALPS ETF TR $37.74万0.02%7,279 741.0% $3,837 加仓
CHD CHURCH & DWIGHT CO INC $37.87万0.02%3,909 00.0% — 不变
NFLX NETFLIX INC. $38.26万0.02%5,359 1583.0% $1.13万 加仓
NUE NUCOR CORP $38.87万0.02%1,745 00.0% — 不变
FHEQ FIDELITY GREENWOOD STREET TR $38.92万0.02%11,818 00.0% — 不变
XBI SPDR SERIES TRUST $39.33万0.02%2,485 00.0% — 不变
ED CONSOLIDATED EDISON INC $39.88万0.02%3,605 60.2% $664 加仓
SLB SLB LIMITED $40.27万0.02%8,663 20.0% $93 加仓
SCHG SCHWAB STRATEGIC TR $40.59万0.02%11,995 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $41.50万0.02%9,200 2002.2% $9,022 加仓
NYF ISHARES TR $42.11万0.02%7,811 2,05435.7% $11.07万 加仓
EFSC ENTERPRISE FINL SVCS CORP $42.27万0.02%6,416 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $42.37万0.02%18,015 00.0% — 不变
WWD WOODWARD INC $42.54万0.02%1,000 -200-16.7% -$8.51万 减仓
CAI CARIS LIFE SCIENCES INC $42.77万0.02%24,000 5,00026.3% $8.91万 加仓
VT VANGUARD INTL EQUITY INDEX F $43.18万0.02%2,751 130.5% $2,041 加仓