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
FDX FEDEX CORP $114.58万0.06%3,217 -295-8.4% -$10.51万 减仓
AMAT APPLIED MATLS INC $115.30万0.06%3,373 -79-2.3% -$2.70万 减仓
META META PLATFORMS INC $115.57万0.06%2,020 -218-9.7% -$12.47万 减仓
UNH UNITEDHEALTH GROUP INC $120.14万0.07%4,440 -20-0.4% -$5,412 减仓
FLCA FRANKLIN TEMPLETON ETF TR $122.63万0.07%25,058 -4,331-14.7% -$21.20万 减仓
CVS CVS HEALTH CORP $128.16万0.07%17,845 4272.5% $3.07万 加仓
BNL BROADSTONE NET LEASE INC $128.78万0.07%70,485 00.0% — 不变
CWEN CLEARWAY ENERGY INC $129.68万0.07%33,006 -187-0.6% -$7,347 减仓
ROST ROSS STORES INC $129.98万0.07%6,000 00.0% — 不变
AMP AMERIPRISE FINL INC $133.10万0.07%2,995 00.0% — 不变
MPC MARATHON PETE CORP $142.85万0.08%5,850 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $143.54万0.08%12,100 770.6% $9,135 加仓
MOG/A MOOG INC $144.29万0.08%4,931 -13-0.3% -$3,804 减仓
DLR DIGITAL RLTY TR INC $145.14万0.08%8,054 -6,517-44.7% -$117.45万 减仓
KO COCA COLA CO $145.43万0.08%19,123 -439-2.2% -$3.34万 减仓
ADP AUTOMATIC DATA PROCESSING IN $146.00万0.08%7,186 -139-1.9% -$2.82万 减仓
SPDW SPDR INDEX SHS FDS $154.02万0.09%33,740 -230-0.7% -$1.05万 减仓
— HONEYWELL INTL INC $154.05万0.09%6,815 -227-3.2% -$5.13万 减仓
VZ VERIZON COMMUNICATIONS INC $157.22万0.09%31,319 -331-1.0% -$1.66万 减仓
ROK ROCKWELL AUTOMATION INC $158.55万0.09%4,418 -8-0.2% -$2,871 减仓
PAVE GLOBAL X FDS $159.71万0.09%31,432 31,432— $159.71万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $163.09万0.09%11,149 5505.2% $8.05万 加仓
D DOMINION ENERGY INC $164.32万0.09%26,580 -3,265-10.9% -$20.18万 减仓
SPSM SPDR SERIES TRUST $166.42万0.09%34,441 1,5074.6% $7.28万 加仓
GWW WW GRAINGER INC $166.46万0.09%1,526 00.0% — 不变
FAST FASTENAL CO $166.59万0.09%35,902 2,4407.3% $11.32万 加仓
IWS ISHARES TR $167.18万0.09%11,471 190.2% $2,769 加仓
— ISHARES TR $170.35万0.10%25,682 00.0% — 不变
KR KROGER CO $172.28万0.10%23,809 1150.5% $8,321 加仓
IGSB ISHARES TR $172.64万0.10%32,847 5101.6% $2.68万 加仓
CMCSA COMCAST CORP NEW $173.65万0.10%60,483 -232-0.4% -$6,661 减仓
RIO RIO TINTO PLC $173.65万0.10%18,614 -485-2.5% -$4.52万 减仓
TRV TRAVELERS COMPANIES INC $175.80万0.10%6,027 2,02750.7% $59.12万 加仓
EQIX EQUINIX INC $176.68万0.10%1,802 -1,072-37.3% -$105.11万 减仓
APA APA CORPORATION $178.01万0.10%41,945 -855-2.0% -$3.63万 减仓
EMR EMERSON ELEC CO $178.50万0.10%13,624 1721.3% $2.25万 加仓
T AT&T INC $180.33万0.10%62,204 2,2273.7% $6.46万 加仓
MMM 3M CO $183.56万0.10%12,639 -402-3.1% -$5.84万 减仓
IRM IRON MTN INC DEL $184.06万0.10%18,021 -9,589-34.7% -$97.94万 减仓
MS MORGAN STANLEY $186.27万0.10%11,319 -567-4.8% -$9.33万 减仓
DWM WISDOMTREE TR $187.72万0.10%26,860 570.2% $3,984 加仓
BSX BOSTON SCIENTIFIC CORP $189.87万0.11%30,258 130.0% $816 加仓
DELL DELL TECHNOLOGIES INC $190.06万0.11%11,580 1,51215.0% $24.82万 加仓
COF CAPITAL ONE FINL CORP $190.34万0.11%10,434 1,55017.4% $28.28万 加仓
MDYV SPDR SERIES TRUST $197.20万0.11%23,159 1420.6% $1.21万 加仓
GE GE AEROSPACE $198.47万0.11%6,994 -350-4.8% -$9.93万 减仓
AEP AMERICAN ELEC PWR CO INC $199.86万0.11%15,247 -1,403-8.4% -$18.39万 减仓
MLPX GLOBAL X FDS $200.47万0.11%27,113 -1,607-5.6% -$11.88万 减仓
VTI VANGUARD INDEX FDS $206.90万0.12%6,449 -94-1.4% -$3.02万 减仓
VO VANGUARD INDEX FDS $212.57万0.12%7,402 3454.9% $9.91万 加仓
PAYX PAYCHEX INC $214.06万0.12%23,237 -930-3.8% -$8.57万 减仓
BMY BRISTOL-MYERS SQUIBB CO $217.15万0.12%35,804 -344-1.0% -$2.09万 减仓
MDLZ MONDELEZ INTL INC $219.54万0.12%38,087 -903-2.3% -$5.20万 减仓
GD GENERAL DYNAMICS CORP $219.59万0.12%6,398 -9-0.1% -$3,089 减仓
HGER HARBOR ETF TRUST $221.36万0.12%71,382 5,0427.6% $15.64万 加仓
DUK DUKE ENERGY CORP NEW $223.71万0.13%17,085 -101-0.6% -$1.32万 减仓
COP CONOCOPHILLIPS $224.88万0.13%17,037 -213-1.2% -$2.81万 减仓
WFC WELLS FARGO & CO $226.12万0.13%28,404 -298-1.0% -$2.37万 减仓
FSLR FIRST SOLAR INC $230.74万0.13%11,697 5975.4% $11.78万 加仓
XONE BONDBLOXX ETF TRUST $235.00万0.13%47,455 36,636338.6% $181.42万 加仓
NEE NEXTERA ENERGY INC $238.31万0.13%25,658 3831.5% $3.56万 加仓
PRU PRUDENTIAL FINL INC $239.28万0.13%24,494 5142.1% $5.02万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $246.67万0.14%3,999 180.5% $1.11万 加仓
TMO THERMO FISHER SCIENTIFIC INC $250.54万0.14%5,097 -297-5.5% -$14.60万 减仓
PFF ISHARES TR $252.82万0.14%83,384 -10,361-11.1% -$31.41万 减仓
TXN TEXAS INSTRS INC $255.19万0.14%13,144 170.1% $3,300 加仓
XLK SELECT SECTOR SPDR TR $256.17万0.14%19,276 -5,431-22.0% -$72.18万 减仓
VNQ VANGUARD INDEX FDS $257.03万0.14%28,977 2110.7% $1.87万 加仓
UL UNILEVER PLC $267.26万0.15%46,913 -1,112-2.3% -$6.34万 减仓
NOC NORTHROP GRUMMAN CORP $281.22万0.16%4,122 -2-0.0% -$1,364 减仓
R RYDER SYS INC $284.41万0.16%13,893 -41-0.3% -$8,393 减仓
UPS UNITED PARCEL SVCS INC $287.13万0.16%29,186 14,982105.5% $147.39万 加仓
IWD ISHARES TR $289.23万0.16%13,536 -213-1.5% -$4.55万 减仓
LNG CHENIERE ENERGY INC $291.53万0.16%10,274 1,00010.8% $28.38万 加仓
VLO VALERO ENERGY CORP $293.74万0.16%11,888 -22-0.2% -$5,436 减仓
IJT ISHARES TR $295.78万0.17%20,439 -8,572-29.5% -$124.05万 减仓
AVDV AMERICAN CENTY ETF TR $298.02万0.17%29,844 -846-2.8% -$8.45万 减仓
KMI KINDER MORGAN INC DEL $302.06万0.17%90,087 -359-0.4% -$1.20万 减仓
— TAYLOR DEVICES INC $303.36万0.17%53,221 00.0% — 不变
INTC INTEL CORP $307.50万0.17%69,680 -4,576-6.2% -$20.19万 减仓
GVI ISHARES TR $307.76万0.17%28,849 -2,250-7.2% -$24.00万 减仓
BA BOEING CO $307.84万0.17%15,467 -4,083-20.9% -$81.26万 减仓
GS GOLDMAN SACHS GROUP INC $308.19万0.17%3,643 -144-3.8% -$12.18万 减仓
VCSH VANGUARD SCOTTSDALE FDS $312.39万0.17%39,409 -5,192-11.6% -$41.16万 减仓
MCD MCDONALDS CORP $313.68万0.18%10,093 -82-0.8% -$2.55万 减仓
AMD ADVANCED MICRO DEVICES INC $319.39万0.18%15,700 3,70330.9% $75.33万 加仓
SO SOUTHERN CO $322.82万0.18%33,446 680.2% $6,563 加仓
IWF ISHARES TR $328.94万0.18%7,714 -721-8.5% -$30.74万 减仓
ABT ABBOTT LABORATORIES $332.80万0.19%32,415 3251.0% $3.34万 加仓
IGV ISHARES TR $334.82万0.19%41,826 41,826— $334.82万 新建仓
WMB WILLIAMS COS INC $343.95万0.19%47,258 -208-0.4% -$1.51万 减仓
ABBV ABBVIE INC $344.68万0.19%15,848 7314.8% $15.90万 加仓
CRM SALESFORCE INC $345.66万0.19%18,517 5,93147.1% $110.71万 加仓
IWR ISHARES TR $348.01万0.19%35,792 -5-0.0% -$486 减仓
AVGO BROADCOM INC $350.55万0.20%11,326 5,25786.6% $162.71万 加仓
GEV GE VERNOVA INC $355.37万0.20%4,071 2,246123.1% $196.06万 加仓
XLI SELECT SECTOR SPDR TR $371.27万0.21%22,956 1,7718.4% $28.64万 加仓
FISI FINANCIAL INSTITUTIONS INC $371.65万0.21%117,201 1,3011.1% $4.13万 加仓
IAU ISHARES GOLD TR $376.08万0.21%42,659 -4,984-10.5% -$43.94万 减仓
— ISHARES TR $376.36万0.21%168,318 12,0327.7% $26.90万 加仓