COURIER CAPITAL LLC
BUFFALO NY · SEC CIK 0001015247
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $380.66万 | 0.21% | 32,137 | -12,195 | -27.5% | -$144.45万 | 减仓 |
| MDT | MEDTRONIC PLC | $381.95万 | 0.21% | 44,080 | 40 | 0.1% | $3,466 | 加仓 |
| GLW | CORNING INC | $382.49万 | 0.21% | 28,131 | -66 | -0.2% | -$8,974 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $385.59万 | 0.22% | 41,029 | -680 | -1.6% | -$6.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $389.63万 | 0.22% | 7,798 | -573 | -6.8% | -$28.63万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $391.03万 | 0.22% | 97,416 | 53,680 | 122.7% | $215.47万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $399.55万 | 0.22% | 36,168 | 3,822 | 11.8% | $42.22万 | 加仓 |
| HD | HOME DEPOT INC | $403.72万 | 0.23% | 12,275 | -376 | -3.0% | -$12.37万 | 减仓 |
| IWP | ISHARES TR | $422.11万 | 0.24% | 32,947 | 11 | 0.0% | $1,409 | 加仓 |
| LLY | ELI LILLY & CO | $428.54万 | 0.24% | 4,659 | 2 | 0.0% | $1,840 | 加仓 |
| DIS | DISNEY WALT CO | $428.95万 | 0.24% | 44,506 | -1,706 | -3.7% | -$16.44万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $444.68万 | 0.25% | 144,472 | -40,058 | -21.7% | -$123.30万 | 减仓 |
| CAT | CATERPILLAR INC | $450.18万 | 0.25% | 6,354 | -326 | -4.9% | -$23.10万 | 减仓 |
| AMGN | AMGEN INC | $450.43万 | 0.25% | 12,802 | -265 | -2.0% | -$9.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $469.29万 | 0.26% | 26,909 | -1,844 | -6.4% | -$32.16万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $469.61万 | 0.26% | 61,355 | -9,803 | -13.8% | -$75.03万 | 减仓 |
| IXN | ISHARES TR | $471.28万 | 0.26% | 47,142 | -1,840 | -3.8% | -$18.39万 | 减仓 |
| VB | VANGUARD INDEX FDS | $475.03万 | 0.27% | 18,137 | 308 | 1.7% | $8.07万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $494.59万 | 0.28% | 33,735 | 1,375 | 4.2% | $20.16万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $496.64万 | 0.28% | 111,505 | 10,698 | 10.6% | $47.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $501.84万 | 0.28% | 8,695 | -166 | -1.9% | -$9.58万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $522.84万 | 0.29% | 111,053 | 11,587 | 11.6% | $54.55万 | 加仓 |
| IEF | ISHARES TR | $529.10万 | 0.30% | 55,438 | 15,877 | 40.1% | $151.53万 | 加仓 |
| — | WISDOMTREE TR | $537.27万 | 0.30% | 74,899 | 733 | 1.0% | $5.26万 | 加仓 |
| TJX | TJX COS INC NEW | $543.70万 | 0.30% | 34,045 | -1,429 | -4.0% | -$22.82万 | 减仓 |
| LOW | LOWES COS INC | $544.00万 | 0.30% | 23,023 | 369 | 1.6% | $8.72万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $559.76万 | 0.31% | 18,506 | -589 | -3.1% | -$17.82万 | 减仓 |
| SHYG | ISHARES TR | $574.64万 | 0.32% | 135,816 | 9,747 | 7.7% | $41.24万 | 加仓 |
| IYR | ISHARES TR | $574.68万 | 0.32% | 60,775 | 3,079 | 5.3% | $29.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $578.66万 | 0.32% | 12,076 | 109 | 0.9% | $5.22万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $579.64万 | 0.32% | 40,130 | 3,338 | 9.1% | $48.21万 | 加仓 |
| TDTF | FLEXSHARES TR | $610.73万 | 0.34% | 253,310 | 14,526 | 6.1% | $35.02万 | 加仓 |
| C | CITIGROUP INC | $615.58万 | 0.34% | 54,279 | -2,203 | -3.9% | -$24.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $637.89万 | 0.36% | 10,675 | -1,128 | -9.6% | -$67.40万 | 减仓 |
| MRK | MERCK & CO INC | $656.70万 | 0.37% | 54,593 | 235 | 0.4% | $2.83万 | 加仓 |
| GLDM | WORLD GOLD TR | $657.54万 | 0.37% | 70,940 | -9,795 | -12.1% | -$90.79万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $677.42万 | 0.38% | 201,974 | 9,778 | 5.1% | $32.80万 | 加仓 |
| MTB | M & T BK CORP | $683.82万 | 0.38% | 33,079 | 261 | 0.8% | $5.40万 | 加仓 |
| IEMG | ISHARES INC | $697.92万 | 0.39% | 100,060 | 2,291 | 2.3% | $15.98万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $704.99万 | 0.39% | 281,604 | -2,408 | -0.8% | -$6.03万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.40% | 10 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $728.94万 | 0.41% | 7,316 | -165 | -2.2% | -$16.44万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $729.63万 | 0.41% | 158,996 | -18,730 | -10.5% | -$85.95万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $748.18万 | 0.42% | 148,537 | -63,691 | -30.0% | -$320.81万 | 减仓 |
| FLOT | ISHARES TR | $749.96万 | 0.42% | 147,196 | 3,740 | 2.6% | $19.06万 | 加仓 |
| PEP | PEPSICO INC | $752.59万 | 0.42% | 48,463 | -1,121 | -2.3% | -$17.41万 | 减仓 |
| WMT | WALMART INC | $755.41万 | 0.42% | 60,783 | -9,187 | -13.1% | -$114.18万 | 减仓 |
| ISCF | ISHARES TR | $755.94万 | 0.42% | 180,890 | 7,515 | 4.3% | $31.41万 | 加仓 |
| LIN | LINDE PLC | $783.33万 | 0.44% | 15,801 | -205 | -1.3% | -$10.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $803.98万 | 0.45% | 13,302 | -73 | -0.5% | -$4.41万 | 减仓 |
| EFV | ISHARES TR | $809.74万 | 0.45% | 108,909 | 3,811 | 3.6% | $28.33万 | 加仓 |
| GOOGL | ALPHABET INC | $818.27万 | 0.46% | 28,456 | 2,264 | 8.6% | $65.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $831.02万 | 0.46% | 34,284 | 935 | 2.8% | $22.66万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $833.82万 | 0.47% | 38,381 | 207 | 0.5% | $4.50万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $837.44万 | 0.47% | 278,498 | 28,611 | 11.4% | $86.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $848.54万 | 0.47% | 174,060 | -5,189 | -2.9% | -$25.30万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $855.75万 | 0.48% | 154,593 | 23,261 | 17.7% | $128.76万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $864.98万 | 0.48% | 117,460 | -6,531 | -5.3% | -$48.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $870.05万 | 0.49% | 160,971 | 4,922 | 3.2% | $26.60万 | 加仓 |
| ORCL | ORACLE CORP | $887.22万 | 0.50% | 60,310 | -499 | -0.8% | -$7.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $924.77万 | 0.52% | 144,314 | 11,150 | 8.4% | $71.45万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $931.96万 | 0.52% | 180,788 | 14,047 | 8.4% | $72.41万 | 加仓 |
| CSCO | CISCO SYS INC | $956.46万 | 0.53% | 123,271 | -1,889 | -1.5% | -$14.66万 | 减仓 |
| USMV | ISHARES TR | $963.67万 | 0.54% | 103,911 | 13,007 | 14.3% | $120.63万 | 加仓 |
| V | VISA INC | $1,002.46万 | 0.56% | 33,168 | -2,801 | -7.8% | -$84.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,041.71万 | 0.58% | 50,349 | -874 | -1.7% | -$18.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,045.75万 | 0.58% | 16,080 | 106 | 0.7% | $6.89万 | 加仓 |
| STIP | ISHARES TR | $1,061.88万 | 0.59% | 102,667 | -64 | -0.1% | -$6,619 | 减仓 |
| AMZN | AMAZON COM INC | $1,073.01万 | 0.60% | 51,520 | -1,236 | -2.3% | -$25.74万 | 减仓 |
| EFG | ISHARES TR | $1,087.61万 | 0.61% | 97,657 | 10,047 | 11.5% | $111.89万 | 加仓 |
| RTX | RTX CORPORATION | $1,090.07万 | 0.61% | 56,510 | -435 | -0.8% | -$8.39万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,151.00万 | 0.64% | 203,071 | -16,077 | -7.3% | -$91.12万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,237.79万 | 0.69% | 131,345 | 9,394 | 7.7% | $88.53万 | 加仓 |
| HDV | ISHARES TR | $1,265.30万 | 0.71% | 93,229 | 3,431 | 3.8% | $46.57万 | 加仓 |
| SGOV | ISHARES TR | $1,273.29万 | 0.71% | 126,495 | 20,224 | 19.0% | $203.57万 | 加仓 |
| IWM | ISHARES TR | $1,273.45万 | 0.71% | 51,349 | 475 | 0.9% | $11.78万 | 加仓 |
| IDEV | ISHARES TR | $1,366.09万 | 0.76% | 163,466 | 28,527 | 21.1% | $238.40万 | 加仓 |
| — | EXXON MOBIL CORP | $1,375.51万 | 0.77% | 81,075 | 795 | 1.0% | $13.49万 | 加仓 |
| IEFA | ISHARES TR | $1,404.10万 | 0.78% | 155,098 | -17,657 | -10.2% | -$159.85万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,467.74万 | 0.82% | 321,732 | 27,874 | 9.5% | $127.16万 | 加仓 |
| IEI | ISHARES TR | $1,486.67万 | 0.83% | 125,352 | -17,704 | -12.4% | -$209.97万 | 减仓 |
| IWO | ISHARES TR | $1,540.42万 | 0.86% | 49,088 | 1,288 | 2.7% | $40.42万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $1,581.41万 | 0.88% | 254,737 | 805 | 0.3% | $5.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,589.33万 | 0.89% | 65,019 | 698 | 1.1% | $17.06万 | 加仓 |
| EMXC | ISHARES INC | $1,636.25万 | 0.91% | 208,015 | 16,281 | 8.5% | $128.07万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,831.94万 | 1.02% | 95,453 | 1,466 | 1.6% | $28.14万 | 加仓 |
| GOOG | ALPHABET INC | $2,070.11万 | 1.16% | 72,164 | -5,755 | -7.4% | -$165.09万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $2,180.47万 | 1.22% | 446,268 | 12,133 | 2.8% | $59.28万 | 加仓 |
| MBB | ISHARES TR | $2,221.52万 | 1.24% | 233,967 | 15,542 | 7.1% | $147.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,256.50万 | 1.26% | 76,710 | -1,761 | -2.2% | -$51.80万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,357.59万 | 1.32% | 286,011 | 38,722 | 15.7% | $319.19万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,570.75万 | 1.44% | 547,551 | 24,865 | 4.8% | $116.74万 | 加仓 |
| IJK | ISHARES TR | $2,579.61万 | 1.44% | 256,372 | -28,497 | -10.0% | -$286.74万 | 减仓 |
| IJR | ISHARES TR | $2,633.62万 | 1.47% | 211,859 | 45,632 | 27.5% | $567.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,831.98万 | 1.58% | 144,342 | -449 | -0.3% | -$8.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,864.90万 | 1.60% | 77,394 | -674 | -0.9% | -$24.95万 | 减仓 |
| EFA | ISHARES TR | $2,893.36万 | 1.62% | 297,885 | 5,685 | 1.9% | $55.22万 | 加仓 |
| IWN | ISHARES TR | $2,927.00万 | 1.64% | 154,386 | 2,398 | 1.6% | $45.46万 | 加仓 |
| IJJ | ISHARES TR | $2,970.92万 | 1.66% | 224,220 | -19,658 | -8.1% | -$260.47万 | 减仓 |
| IJH | ISHARES TR | $4,300.09万 | 2.40% | 636,768 | 150,289 | 30.9% | $1,014.90万 | 加仓 |