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
IYW ISHARES TR $125.59万0.06%4,979 00.0% — 不变
OKTA OKTA INC $127.25万0.06%9,326 1281.4% $1.75万 加仓
ROST ROSS STORES INC $127.71万0.06%6,000 00.0% — 不变
FLCA FRANKLIN TEMPLETON ETF TR $128.54万0.06%24,973 -85-0.3% -$4,375 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $129.28万0.06%2,707 -2-0.1% -$955 减仓
PLTR PALANTIR TECHNOLOGIES INC $130.78万0.07%11,209 600.5% $7,000 加仓
KR KROGER CO $132.07万0.07%23,784 -25-0.1% -$1,388 减仓
DLR DIGITAL RLTY TR INC $136.79万0.07%7,617 -437-5.4% -$7.85万 减仓
SYK STRYKER CORPORATION $137.85万0.07%4,378 1,41747.9% $44.62万 加仓
BNL BROADSTONE NET LEASE INC $145.69万0.07%70,485 00.0% — 不变
CMCSA COMCAST CORP NEW $146.11万0.07%59,516 -967-1.6% -$2.37万 减仓
KO COCA COLA CO $148.45万0.07%18,266 -857-4.5% -$6.97万 减仓
AMP AMERIPRISE FINL INC $148.87万0.07%3,245 2508.3% $11.47万 加仓
KMB KIMBERLY-CLARK CORP $148.92万0.07%13,567 1,86515.9% $20.47万 加仓
MPC MARATHON PETE CORP $149.57万0.07%5,850 00.0% — 不变
KLAC KLA CORP $151.76万0.08%5,030 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $155.80万0.08%36,504 6,24620.6% $26.66万 加仓
IGSB ISHARES TR $157.61万0.08%30,073 -2,774-8.4% -$14.54万 减仓
FAST FASTENAL CO $158.40万0.08%32,980 -2,922-8.1% -$14.03万 减仓
ADP AUTOMATIC DATA PROCESSING IN $160.73万0.08%7,177 -9-0.1% -$2,016 减仓
EQIX EQUINIX INC $166.99万0.08%1,602 -200-11.1% -$20.85万 减仓
SPDW SPDR INDEX SHS FDS $168.59万0.08%33,457 -283-0.8% -$1.43万 减仓
COP CONOCOPHILLIPS $172.17万0.09%16,561 -476-2.8% -$4.95万 减仓
CRWD CROWDSTRIKE HLDGS INC $175.75万0.09%2,303 572.5% $4.35万 加仓
— ISHARES TR $176.65万0.09%25,524 -158-0.6% -$1.09万 减仓
D DOMINION ENERGY INC $177.71万0.09%26,022 -558-2.1% -$3.81万 减仓
IRM IRON MTN INC DEL $179.41万0.09%14,204 -3,817-21.2% -$48.21万 减仓
BNY BANK OF NY MELLON CORP $183.09万0.09%12,661 5614.6% $8.11万 加仓
RIO RIO TINTO PLC $186.00万0.09%19,593 9795.3% $9.29万 加仓
CVS CVS HEALTH CORP $186.10万0.09%17,990 1450.8% $1.50万 加仓
IWS ISHARES TR $189.11万0.09%11,489 180.2% $2,963 加仓
EMR EMERSON ELEC CO $193.70万0.10%13,531 -93-0.7% -$1.33万 减仓
MU MICRON TECHNOLOGY INC $196.23万0.10%1,700 -85-4.8% -$9.81万 减仓
MMM 3M CO $197.77万0.10%12,215 -424-3.4% -$6.87万 减仓
MLPX GLOBAL X FDS $197.90万0.10%26,866 -247-0.9% -$1.82万 减仓
DWM WISDOMTREE TR $198.35万0.10%27,091 2310.9% $1.69万 加仓
TRV TRAVELERS COMPANIES INC $198.87万0.10%6,024 -3-0.0% -$990 减仓
UNH UNITEDHEALTH GROUP INC $204.45万0.10%4,919 47910.8% $19.91万 加仓
BMY BRISTOL-MYERS SQUIBB CO $204.68万0.10%35,523 -281-0.8% -$1.62万 减仓
AEP AMERICAN ELEC PWR CO INC $205.41万0.10%15,014 -233-1.5% -$3.19万 减仓
GWW WW GRAINGER INC $205.58万0.10%1,511 -15-1.0% -$2.04万 减仓
MOG/A MOOG INC $208.42万0.10%4,918 -13-0.3% -$5,509 减仓
COF CAPITAL ONE FINL CORP $210.62万0.11%10,499 650.6% $1.30万 加仓
DUK DUKE ENERGY CORP NEW $214.14万0.11%16,917 -168-1.0% -$2.13万 减仓
MDLZ MONDELEZ INTL INC $214.61万0.11%37,105 -982-2.6% -$5.68万 减仓
NOC NORTHROP GRUMMAN CORP $215.69万0.11%4,235 1132.7% $5.76万 加仓
ROK ROCKWELL AUTOMATION INC $218.90万0.11%4,422 40.1% $1,980 加仓
MDYV SPDR SERIES TRUST $222.19万0.11%23,425 2661.1% $2.52万 加仓
PAYX PAYCHEX INC $223.75万0.11%22,755 -482-2.1% -$4.74万 减仓
NEE NEXTERA ENERGY INC $225.11万0.11%25,648 -10-0.0% -$878 减仓
SPSM SPDR SERIES TRUST $230.70万0.12%40,004 5,56316.2% $32.08万 加仓
VTI VANGUARD INDEX FDS $230.71万0.12%6,235 -214-3.3% -$7.92万 减仓
MS MORGAN STANLEY $232.07万0.12%11,102 -217-1.9% -$4.54万 减仓
GD GENERAL DYNAMICS CORP $233.48万0.12%6,591 1933.0% $6.84万 加仓
JSI JANUS DETROIT STR TR $235.36万0.12%45,960 -134,828-74.6% -$690.45万 减仓
PFF ISHARES TR $237.50万0.12%77,894 -5,490-6.6% -$16.74万 减仓
LNG CHENIERE ENERGY INC $245.40万0.12%10,267 -7-0.1% -$1,673 减仓
VO VANGUARD INDEX FDS $246.83万0.12%30,635 1,0273.5% $8.27万 加仓
XONE BONDBLOXX ETF TRUST $250.75万0.13%50,790 3,3357.0% $16.46万 加仓
AMAT APPLIED MATLS INC $252.92万0.13%3,498 1253.7% $9.04万 加仓
PRU PRUDENTIAL FINL INC $254.23万0.13%23,555 -939-3.8% -$10.13万 减仓
TMO THERMO FISHER SCIENTIFIC INC $255.20万0.13%5,090 -7-0.1% -$3,510 减仓
WFC WELLS FARGO & CO $257.91万0.13%31,209 2,8059.9% $23.18万 加仓
UL UNILEVER PLC $272.39万0.14%45,308 -1,605-3.4% -$9.65万 减仓
MCD MCDONALDS CORP $274.49万0.14%10,155 620.6% $1.68万 加仓
FSLR FIRST SOLAR INC $275.51万0.14%11,676 -21-0.2% -$4,955 减仓
HGER HARBOR ETF TRUST $278.18万0.14%94,812 23,43032.8% $68.74万 加仓
ABT ABBOTT LABORATORIES $279.29万0.14%30,779 -1,636-5.0% -$14.85万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $282.24万0.14%4,013 140.4% $9,846 加仓
VNQ VANGUARD INDEX FDS $286.12万0.14%29,671 6942.4% $6.69万 加仓
KMI KINDER MORGAN INC DEL $286.52万0.14%89,622 -465-0.5% -$1.49万 减仓
GVI ISHARES TR $286.77万0.14%27,029 -1,820-6.3% -$19.31万 减仓
CRM SALESFORCE INC $287.83万0.14%18,373 -144-0.8% -$2.26万 减仓
GE GE AEROSPACE $298.09万0.15%7,976 98214.0% $36.70万 加仓
— TAYLOR DEVICES INC $303.06万0.15%51,647 -1,574-3.0% -$9.24万 减仓
MDT MEDTRONIC PLC $303.37万0.15%38,779 -5,301-12.0% -$41.47万 减仓
PAVE GLOBAL X FDS $306.97万0.15%52,100 20,66865.8% $121.78万 加仓
AVDV AMERICAN CENTY ETF TR $307.67万0.15%29,856 120.0% $1,237 加仓
VLO VALERO ENERGY CORP $311.13万0.16%11,946 580.5% $1.51万 加仓
SO SOUTHERN CO $315.14万0.16%32,926 -520-1.6% -$4.98万 减仓
VCSH VANGUARD SCOTTSDALE FDS $318.05万0.16%40,244 8352.1% $6.60万 加仓
IAU ISHARES GOLD TR $320.72万0.16%42,474 -185-0.4% -$1.40万 减仓
IWD ISHARES TR $325.03万0.16%13,407 -129-1.0% -$3.13万 减仓
BA BOEING CO $333.67万0.17%15,414 -53-0.3% -$1.15万 减仓
WMB WILLIAMS COS INC $349.91万0.17%47,069 -189-0.4% -$1.41万 减仓
R RYDER SYS INC $355.01万0.18%13,459 -434-3.1% -$11.45万 减仓
XLK SELECT SECTOR SPDR TR $355.80万0.18%18,675 -601-3.1% -$11.45万 减仓
IJT ISHARES TR $366.56万0.18%20,524 850.4% $1.52万 加仓
GS GOLDMAN SACHS GROUP INC $378.86万0.19%3,746 1032.8% $10.42万 加仓
SCHW SCHWAB CHARLES CORP $384.62万0.19%41,684 6551.6% $6.04万 加仓
TXN TEXAS INSTRS INC $392.01万0.20%13,152 80.1% $2,385 加仓
ABBV ABBVIE INC $399.48万0.20%15,875 270.2% $6,794 加仓
MA MASTERCARD INCORPORATED $400.92万0.20%7,806 80.1% $4,109 加仓
IGV ISHARES TR $402.99万0.20%44,480 2,6546.3% $24.05万 加仓
DELL DELL TECHNOLOGIES INC $413.39万0.21%9,581 -1,999-17.3% -$86.25万 减仓
— ISHARES TR $417.13万0.21%187,055 18,73711.1% $41.78万 加仓
DIS DISNEY WALT CO $417.81万0.21%43,409 -1,097-2.5% -$10.56万 减仓
XLI SELECT SECTOR SPDR TR $419.17万0.21%22,630 -326-1.4% -$6.04万 减仓
IWR ISHARES TR $421.42万0.21%38,200 2,4086.7% $26.56万 加仓
FLRN SPDR SERIES TRUST $435.76万0.22%141,250 -3,222-2.2% -$9.94万 减仓