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
SJNK SPDR SERIES TRUST $43.24万0.02%17,276 -244-1.4% -$6,107 减仓
SHOP SHOPIFY INC $44.07万0.02%3,860 00.0% — 不变
— BV FINL INC $44.29万0.02%20,913 00.0% — 不变
SHLD GLOBAL X FDS $45.63万0.02%7,642 1472.0% $8,777 加仓
— LAKE SHORE BANCORP INC $45.76万0.02%25,694 90.0% $160 加仓
SNY SANOFI SA $45.89万0.02%10,758 -420-3.8% -$1.79万 减仓
TSLA TESLA INC $45.97万0.02%1,093 787.7% $3.28万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $46.07万0.02%5,676 430.8% $3,490 加仓
XLB SELECT SECTOR SPDR TR $46.47万0.02%9,142 -552-5.7% -$2.81万 减仓
VGT VANGUARD WORLD FD $46.58万0.02%3,897 -351-8.3% -$4.20万 减仓
EEM ISHARES TR $46.83万0.02%6,845 150.2% $1,026 加仓
CB CHUBB LIMITED $46.83万0.02%1,374 00.0% — 不变
USB US BANCORP $47.04万0.02%7,788 94813.9% $5.73万 加仓
DLN WISDOMTREE TR $47.11万0.02%4,891 240.5% $2,311 加仓
MCK MCKESSON CORP $47.40万0.02%627 00.0% — 不变
IBB ISHARES TR $47.87万0.02%2,517 00.0% — 不变
ADI ANALOG DEVICES INC $48.34万0.02%1,217 -20-1.6% -$7,945 减仓
IBRX IMMUNITYBIO INC $49.03万0.02%56,000 00.0% — 不变
APUE TRUST FOR PROFESSIONAL MANAG $49.28万0.02%10,666 00.0% — 不变
AIG AMERICAN INTL GROUP INC $49.79万0.02%6,680 00.0% — 不变
PANW PALO ALTO NETWORKS INC $49.86万0.02%1,462 34530.9% $11.77万 重新持有
SHEL SHELL PLC $50.05万0.02%6,454 210.3% $1,628 加仓
RWO SPDR INDEX SHS FDS $50.33万0.03%10,125 00.0% — 不变
APH AMPHENOL CORP $50.45万0.03%2,861 58325.6% $10.28万 加仓
CAH CARDINAL HEALTH INC $50.84万0.03%2,140 00.0% — 不变
ASML ASML HLDG NV $51.13万0.03%257 -1-0.4% -$1,989 减仓
BX BLACKSTONE INC $51.94万0.03%4,414 421.0% $4,942 加仓
WM WASTE MGMT INC DEL $51.98万0.03%2,332 28814.1% $6.42万 加仓
UBSI UNITED BANKSHARES INC WEST V $52.28万0.03%11,407 00.0% — 不变
AIQ GLOBAL X FDS $52.34万0.03%7,978 -221-2.7% -$1.45万 减仓
ECL ECOLAB INC $52.77万0.03%1,894 -226-10.7% -$6.30万 减仓
NEAR ISHARES U S ETF TR $53.39万0.03%10,539 2,35728.8% $11.94万 加仓
PAXS PIMCO ACCESS INCOME FUND $54.13万0.03%37,201 00.0% — 不变
IGE ISHARES TR $54.52万0.03%9,705 00.0% — 不变
AGG ISHARES TR $54.68万0.03%5,524 00.0% — 不变
PSX PHILLIPS 66 $55.40万0.03%3,277 00.0% — 不变
DEO DIAGEO PLC $55.41万0.03%6,893 -731-9.6% -$5.88万 减仓
VBK VANGUARD INDEX FDS $55.48万0.03%1,517 -18-1.2% -$6,583 减仓
CARR CARRIER GLOBAL CORPORATION $56.08万0.03%7,646 -38-0.5% -$2,787 减仓
CSX CSX CORP $56.59万0.03%11,907 -10-0.1% -$475 减仓
VOE VANGUARD INDEX FDS $56.68万0.03%2,868 -62-2.1% -$1.23万 减仓
— GLOBAL X FDS $57.10万0.03%14,388 -601-4.0% -$2.39万 减仓
ALL ALLSTATE CORP $57.18万0.03%2,403 00.0% — 不变
VICI VICI PPTYS INC $57.48万0.03%21,651 2000.9% $5,310 加仓
VRP INVESCO EXCH TRADED FD TR II $57.62万0.03%23,704 -416-1.7% -$1.01万 减仓
PLBC PLUMAS BANCORP $58.44万0.03%10,000 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $58.83万0.03%1,975 -125-6.0% -$3.72万 减仓
GLD SPDR GOLD TR $59.01万0.03%1,602 -27-1.7% -$9,946 减仓
— MOOG INC $59.46万0.03%1,392 00.0% — 不变
TTE TOTALENERGIES SE $60.08万0.03%7,726 00.0% — 不变
IGIB ISHARES TR $60.46万0.03%11,371 -157-1.4% -$8,347 减仓
BP BP PLC $62.50万0.03%16,915 250.1% $924 加仓
CL COLGATE PALMOLIVE CO $62.83万0.03%6,854 5548.8% $5.08万 加仓
DHR DANAHER CORP DEL $63.03万0.03%3,309 -151-4.4% -$2.88万 减仓
QCOM QUALCOMM INC $64.68万0.03%3,500 1033.0% $1.90万 加仓
BSV VANGUARD BD INDEX FDS $65.87万0.03%8,454 -775-8.4% -$6.04万 减仓
XLE SELECT SECTOR SPDR TR $67.01万0.03%12,618 -1,036-7.6% -$5.50万 减仓
HSBC HSBC HLDGS PLC $69.09万0.03%7,266 00.0% — 不变
— LIFEMD INC $70.21万0.04%170,000 82,50094.3% $34.07万 加仓
CTVA CORTEVA INC $70.59万0.04%8,335 -95-1.1% -$8,046 减仓
WHR WHIRLPOOL CORP $70.65万0.04%17,923 -1,028-5.4% -$4.05万 减仓
OCUL OCULAR THERAPEUTIX INC $70.81万0.04%72,104 00.0% — 不变
AME AMETEK INC $71.20万0.04%2,943 2,943— $71.20万 新建仓
IWB ISHARES TR $72.73万0.04%1,776 -10-0.6% -$4,095 减仓
ERIE ERIE INDTY CO $73.31万0.04%3,058 180.6% $4,315 加仓
KBE SPDR SERIES TRUST $73.31万0.04%10,746 -38-0.4% -$2,592 减仓
BIL SPDR SERIES TRUST $74.15万0.04%8,091 8,091— $74.15万 新建仓
RF REGIONS FINANCIAL CORP NEW $75.50万0.04%25,000 00.0% — 不变
ETN EATON CORP PLC $76.45万0.04%1,794 -63-3.4% -$2.68万 减仓
CATH GLOBAL X FDS $77.39万0.04%8,745 -225-2.5% -$1.99万 减仓
HONA HONEYWELL AEROSPACE INC $78.17万0.04%3,536 3,536— $78.17万 新建仓
BDX BECTON DICKINSON & CO $78.48万0.04%5,186 30.1% $454 加仓
HON HONEYWELL INTL INC $79.30万0.04%3,542 -3,273-48.0% -$73.28万 减仓
SU SUNCOR ENERGY INC NEW $79.52万0.04%14,815 -150-1.0% -$8,052 减仓
DGX QUEST DIAGNOSTICS INC $81.48万0.04%3,844 00.0% — 不变
XLF SELECT SECTOR SPDR TR $84.08万0.04%15,684 -142-0.9% -$7,612 减仓
ATEC ALPHATEC HLDGS INC $85.64万0.04%99,000 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $85.72万0.04%9,932 5,044103.2% $43.53万 加仓
REET ISHARES TR $85.93万0.04%31,113 1740.6% $4,806 加仓
ESGD ISHARES TR $86.48万0.04%8,412 -196-2.3% -$2.01万 减仓
VIG VANGUARD SPECIALIZED FUNDS $87.76万0.04%3,709 20.1% $473 加仓
PM PHILIP MORRIS INTL INC $87.83万0.04%4,855 40.1% $724 加仓
SPMD SPDR SERIES TRUST $90.14万0.05%13,342 9057.3% $6.11万 加仓
UBER UBER TECHNOLOGIES INC $91.77万0.05%12,718 1,1389.8% $8.21万 加仓
PFE PFIZER INC $94.01万0.05%39,040 -363-0.9% -$8,741 减仓
FDX FEDEX CORP $94.47万0.05%3,017 -200-6.2% -$6.26万 减仓
UPS UNITED PARCEL SVCS INC $95.30万0.05%8,865 -20,321-69.6% -$218.45万 减仓
UNP UNION PAC CORP $95.57万0.05%3,514 -864-19.7% -$23.50万 减仓
AZN ASTRAZENECA PLC $96.78万0.05%5,104 -100-1.9% -$1.90万 减仓
EXR EXTRA SPACE STORAGE INC $103.83万0.05%7,146 -383-5.1% -$5.56万 减仓
MO ALTRIA GROUP INC $105.20万0.05%14,621 140.1% $1,007 加仓
T AT&T INC $105.22万0.05%50,831 -11,373-18.3% -$23.54万 减仓
QDEF FLEXSHARES TR $110.64万0.06%12,714 -357-2.7% -$3.11万 减仓
CWEN CLEARWAY ENERGY INC $112.31万0.06%32,857 -149-0.5% -$5,093 减仓
TIP ISHARES TR $113.19万0.06%10,344 -31-0.3% -$3,392 减仓
META META PLATFORMS INC $114.29万0.06%2,029 90.4% $5,070 加仓
GNRC GENERAC HLDGS INC $117.04万0.06%3,997 3,997— $117.04万 新建仓
VZ VERIZON COMMUNICATIONS INC $118.03万0.06%27,876 -3,443-11.0% -$14.58万 减仓
TGT TARGET CORP $118.19万0.06%9,049 00.0% — 不变
XT ISHARES TR $122.15万0.06%14,783 2902.0% $2.40万 加仓