13F 机构持仓

COURIER CAPITAL LLC

BUFFALO NY · SEC CIK 0001015247

2026Q22026Q1 更早 9 个季度 🔒
$17.89亿2026Q1 申报市值
385持仓数
30.2%前十大占比 · 第一大 6.1%
19 / 17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 6.1%
IVV 4.3%
AAPL 3.6%
IVE 3.5%
SPYG 3.0%
SPYV 2.5%
IJH 2.4%
IJJ 1.7%
IWN 1.6%
EFA 1.6%

2026Q1 买入最多 按季末市值估算

IJH 加仓+$1,014.90万
IJR 加仓+$567.25万
IGV 新建仓+$334.82万
SPYV 加仓+$334.65万
VGK 加仓+$319.19万

2026Q1 卖出最多 按季末市值估算

JAAA 减仓-$320.81万
IJK 减仓-$286.74万
IJJ 减仓-$260.47万
IVV 减仓-$230.91万
IEI 减仓-$209.97万

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
AIQ GLOBAL X FDS $38.26万0.02%8,199 8,199— $38.26万 新建仓
EEM ISHARES TR $38.79万0.02%6,830 -49-0.7% -$2,783 减仓
— LAKE SHORE BANCORP INC $38.99万0.02%25,685 80.0% $121 加仓
ZM ZOOM COMMUNICATIONS INC $39.29万0.02%4,888 90.2% $724 加仓
ADI ANALOG DEVICES INC $39.36万0.02%1,237 27829.0% $8.85万 加仓
— BV FINL INC $40.03万0.02%20,913 -4,087-16.3% -$7.82万 减仓
ED CONSOLIDATED EDISON INC $40.73万0.02%3,599 2066.1% $2.33万 加仓
— MOOG INC $41.05万0.02%1,392 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $41.40万0.02%18,015 -11-0.1% -$253 减仓
NEAR ISHARES U S ETF TR $41.59万0.02%8,182 3554.5% $1.80万 加仓
VGSH VANGUARD SCOTTSDALE FDS $42.02万0.02%7,178 -102-1.4% -$5,971 减仓
IBB ISHARES TR $42.50万0.02%2,517 00.0% — 不变
APUE TRUST FOR PROFESSIONAL MANAG $42.75万0.02%10,666 00.0% — 不变
WWD WOODWARD INC $42.95万0.02%1,200 00.0% — 不变
IBRX IMMUNITYBIO INC $42.95万0.02%56,000 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $43.27万0.02%7,684 520.7% $2,928 加仓
DLN WISDOMTREE TR $43.48万0.02%4,867 -1,999-29.1% -$17.86万 减仓
QCOM QUALCOMM INC $43.75万0.02%3,397 55119.4% $7.10万 加仓
SJNK SPDR SERIES TRUST $43.77万0.02%17,520 -1,783-9.2% -$4.45万 减仓
NFG NATIONAL FUEL GAS CO $44.05万0.02%4,688 -2,221-32.1% -$20.87万 减仓
SLB SLB LIMITED $44.51万0.02%8,661 -348-3.9% -$1.79万 减仓
LHX L3HARRIS TECHNOLOGIES INC $44.70万0.02%1,295 50.4% $1,726 加仓
CB CHUBB LTD SWITZ $44.79万0.03%1,374 100.7% $3,260 加仓
ROP ROPER TECHNOLOGIES INC $44.88万0.03%1,268 -8-0.6% -$2,832 减仓
CAH CARDINAL HEALTH INC $45.22万0.03%2,140 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $45.60万0.03%5,633 2955.5% $2.39万 加仓
SHOP SHOPIFY INC $45.79万0.03%3,860 3,860— $45.79万 新建仓
RWO SPDR INDEX SHS FDS $46.34万0.03%10,125 00.0% — 不变
VBK VANGUARD INDEX FDS $46.40万0.03%1,535 00.0% — 不变
WM WASTE MGMT INC DEL $46.97万0.03%2,044 120.6% $2,757 加仓
UBSI UNITED BANKSHARES INC WEST V $47.25万0.03%11,407 5,61897.0% $23.27万 加仓
DE DEERE & CO $47.43万0.03%842 -12-1.4% -$6,760 减仓
ADBE ADOBE INC $48.01万0.03%1,975 32319.6% $7.85万 加仓
XLB SELECT SECTOR SPDR TR $48.44万0.03%9,694 360.4% $1,799 加仓
PLBC PLUMAS BANCORP $48.82万0.03%10,000 00.0% — 不变
CSX CSX CORP $48.92万0.03%11,917 100.1% $411 加仓
ALL ALLSTATE CORP $49.82万0.03%2,403 -368-13.3% -$7.63万 减仓
NFLX NETFLIX INC. $50.01万0.03%5,201 911.8% $8,750 加仓
AIG AMERICAN INTL GROUP INC $50.27万0.03%6,680 -270-3.9% -$2.03万 减仓
BX BLACKSTONE INC $50.27万0.03%4,372 -50-1.1% -$5,749 减仓
SHLD GLOBAL X FDS $53.09万0.03%7,495 7,495— $53.09万 新建仓
PAXS PIMCO ACCESS INCOME FUND $53.61万0.03%37,201 00.0% — 不变
CL COLGATE PALMOLIVE CO $53.69万0.03%6,300 -99-1.5% -$8,437 减仓
SNY SANOFI SA $53.86万0.03%11,178 -476-4.1% -$2.29万 减仓
VOE VANGUARD INDEX FDS $54.00万0.03%2,930 2077.6% $3.81万 加仓
MCK MCKESSON CORP $54.28万0.03%627 203.3% $1.73万 加仓
AGG ISHARES TR $54.84万0.03%5,524 -150-2.6% -$1.49万 减仓
— GLOBAL X FDS $55.29万0.03%14,989 8405.9% $3.10万 加仓
ECL ECOLAB INC $56.40万0.03%2,120 80.4% $2,128 加仓
DEO DIAGEO PLC $56.76万0.03%7,624 -300-3.8% -$2.23万 减仓
VRP INVESCO EXCH TRADED FD TR II $57.84万0.03%24,120 4752.0% $1.14万 加仓
VICI VICI PPTYS INC $58.60万0.03%21,451 -1,933-8.3% -$5.28万 减仓
PSX PHILLIPS 66 $59.70万0.03%3,277 00.0% — 不变
SHEL SHELL PLC $59.83万0.03%6,433 -397-5.8% -$3.69万 减仓
HSBC HSBC HLDGS PLC $59.94万0.03%7,266 -1,150-13.7% -$9.49万 减仓
MU MICRON TECHNOLOGY INC $60.30万0.03%1,785 00.0% — 不变
OCUL OCULAR THERAPEUTIX INC $61.07万0.03%72,104 2,0002.9% $1.69万 加仓
IGE ISHARES TR $61.09万0.03%9,705 00.0% — 不变
IGIB ISHARES TR $61.35万0.03%11,528 1681.5% $8,941 加仓
IWB ISHARES TR $63.68万0.04%1,786 -367-17.0% -$13.09万 减仓
KBE SPDR SERIES TRUST $64.22万0.04%10,784 6,485150.8% $38.62万 加仓
RF REGIONS FINANCIAL CORP NEW $65.30万0.04%25,000 00.0% — 不变
DHR DANAHER CORP DEL $65.60万0.04%3,460 10.0% $190 加仓
ETN EATON CORP PLC $66.42万0.04%1,857 50.3% $1,788 加仓
GLD SPDR GOLD TR $70.09万0.04%1,629 533.4% $2.28万 加仓
CATH GLOBAL X FDS $70.10万0.04%8,970 -2,690-23.1% -$21.02万 减仓
TTE TOTALENERGIES SE $70.29万0.04%7,726 -2,090-21.3% -$19.01万 减仓
CTVA CORTEVA INC $70.57万0.04%8,430 -310-3.5% -$2.60万 减仓
BSV VANGUARD BD INDEX FDS $72.36万0.04%9,229 -241-2.5% -$1.89万 减仓
OKTA OKTA INC $72.40万0.04%9,198 190.2% $1,495 加仓
SPMD SPDR SERIES TRUST $73.65万0.04%12,437 8447.3% $5.00万 加仓
KLAC KLA CORP $74.06万0.04%503 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $75.34万0.04%3,844 00.0% — 不变
ERIE ERIE INDTY CO $76.40万0.04%3,040 160.5% $4,021 加仓
REET ISHARES TR $77.81万0.04%30,939 1220.4% $3,068 加仓
XLF SELECT SECTOR SPDR TR $78.13万0.04%15,826 00.0% — 不变
BP BP PLC $79.38万0.04%16,890 5163.2% $2.43万 加仓
VIG VANGUARD SPECIALIZED FUNDS $79.71万0.04%3,707 20.1% $430 加仓
PM PHILIP MORRIS INTL INC $80.21万0.04%4,851 88222.2% $14.58万 加仓
BDX BECTON DICKINSON & CO $81.50万0.05%5,183 -71-1.4% -$1.12万 减仓
ESGD ISHARES TR $82.31万0.05%8,608 -963-10.1% -$9.21万 减仓
UBER UBER TECHNOLOGIES INC $83.29万0.05%11,580 1,55815.5% $11.21万 加仓
XLE SELECT SECTOR SPDR TR $83.65万0.05%13,654 -293-2.1% -$1.79万 减仓
CRWD CROWDSTRIKE HLDGS INC $87.69万0.05%2,246 2,246— $87.69万 新建仓
IYW ISHARES TR $90.33万0.05%4,979 -480-8.8% -$8.71万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $91.55万0.05%2,709 -331-10.9% -$11.19万 减仓
MO ALTRIA GROUP INC $96.39万0.05%14,607 380.3% $2,508 加仓
SYK STRYKER CORPORATION $97.29万0.05%2,961 20.1% $657 加仓
EXR EXTRA SPACE STORAGE INC $98.73万0.06%7,529 -561-6.9% -$7.36万 减仓
XT ISHARES TR $98.77万0.06%14,493 2441.7% $1.66万 加仓
SU SUNCOR ENERGY INC NEW $98.93万0.06%14,965 -550-3.5% -$3.64万 减仓
WHR WHIRLPOOL CORP $102.18万0.06%18,951 -2,790-12.8% -$15.04万 减仓
AZN ASTRAZENECA PLC $102.63万0.06%5,204 5,204— $102.63万 新建仓
QDEF FLEXSHARES TR $104.33万0.06%13,071 -340-2.5% -$2.71万 减仓
UNP UNION PAC CORP $106.23万0.06%4,378 611.4% $1.48万 加仓
ATEC ALPHATEC HLDGS INC $107.71万0.06%99,000 00.0% — 不变
TGT TARGET CORP $109.67万0.06%9,049 -146-1.6% -$1.77万 减仓
PFE PFIZER INC $110.64万0.06%39,403 -1,107-2.7% -$3.11万 减仓
KMB KIMBERLY-CLARK CORP $112.89万0.06%11,702 -2,149-15.5% -$20.73万 减仓
TIP ISHARES TR $114.50万0.06%10,375 -680-6.2% -$7.50万 减仓