COURIER CAPITAL LLC
BUFFALO NY · SEC CIK 0001015247
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $438.49万 | 0.22% | 32,082 | -55 | -0.2% | -$7,517 | 减仓 |
| AMGN | AMGEN INC | $443.84万 | 0.22% | 12,257 | -545 | -4.3% | -$19.73万 | 减仓 |
| HD | HOME DEPOT INC | $444.46万 | 0.22% | 12,602 | 327 | 2.7% | $11.53万 | 加仓 |
| AVGO | BROADCOM INC | $446.65万 | 0.22% | 11,824 | 498 | 4.4% | $18.81万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $455.65万 | 0.23% | 36,522 | 354 | 1.0% | $4.42万 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $464.26万 | 0.23% | 119,133 | 1,932 | 1.6% | $7.53万 | 加仓 |
| IWP | ISHARES TR | $482.80万 | 0.24% | 32,976 | 29 | 0.1% | $4,246 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $487.58万 | 0.24% | 121,017 | 23,601 | 24.2% | $95.09万 | 加仓 |
| GEV | GE VERNOVA INC | $490.54万 | 0.24% | 4,175 | 104 | 2.6% | $12.22万 | 加仓 |
| LOW | LOWES COS INC | $498.26万 | 0.25% | 22,598 | -425 | -1.8% | -$9.37万 | 减仓 |
| TJX | TJX COS INC NEW | $503.97万 | 0.25% | 33,265 | -780 | -2.3% | -$11.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $518.25万 | 0.26% | 58,972 | -2,383 | -3.9% | -$20.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $528.65万 | 0.26% | 26,421 | -488 | -1.8% | -$9.76万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $538.09万 | 0.27% | 119,655 | 8,150 | 7.3% | $36.65万 | 加仓 |
| — | WISDOMTREE TR | $549.70万 | 0.27% | 76,379 | 1,480 | 2.0% | $10.65万 | 加仓 |
| LLY | ELI LILLY & CO | $560.04万 | 0.28% | 4,669 | 10 | 0.2% | $1.20万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $563.32万 | 0.28% | 35,505 | 1,770 | 5.2% | $28.08万 | 加仓 |
| VB | VANGUARD INDEX FDS | $564.87万 | 0.28% | 18,635 | 498 | 2.7% | $15.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $584.14万 | 0.29% | 39,835 | -295 | -0.7% | -$4.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $584.68万 | 0.29% | 7,940 | -755 | -8.7% | -$55.60万 | 减仓 |
| IWF | ISHARES TR | $595.16万 | 0.30% | 47,931 | 17,075 | 55.3% | $212.02万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 0.30% | 8 | -2 | -20.0% | -$149.77万 | 减仓 |
| SHYG | ISHARES TR | $604.20万 | 0.30% | 142,466 | 6,650 | 4.9% | $28.20万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $617.99万 | 0.31% | 131,655 | 20,602 | 18.6% | $96.71万 | 加仓 |
| GLDM | WORLD GOLD TR | $623.69万 | 0.31% | 78,531 | 7,591 | 10.7% | $60.29万 | 加仓 |
| INTC | INTEL CORP | $633.23万 | 0.32% | 45,351 | -24,329 | -34.9% | -$339.70万 | 减仓 |
| PEP | PEPSICO INC | $646.56万 | 0.32% | 47,752 | -711 | -1.5% | -$9.63万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $647.64万 | 0.32% | 19,147 | 641 | 3.5% | $21.68万 | 加仓 |
| IYR | ISHARES TR | $653.54万 | 0.33% | 63,916 | 3,141 | 5.2% | $32.12万 | 加仓 |
| CAT | CATERPILLAR INC | $656.13万 | 0.33% | 6,161 | -193 | -3.0% | -$20.55万 | 减仓 |
| TDTF | FLEXSHARES TR | $663.59万 | 0.33% | 279,173 | 25,863 | 10.2% | $61.48万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $673.40万 | 0.34% | 268,607 | -12,997 | -4.6% | -$32.58万 | 减仓 |
| WMT | WALMART INC | $674.64万 | 0.34% | 59,566 | -1,217 | -2.0% | -$13.78万 | 减仓 |
| IXN | ISHARES TR | $675.91万 | 0.34% | 46,782 | -360 | -0.8% | -$5.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $687.94万 | 0.34% | 13,503 | 201 | 1.5% | $10.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $688.36万 | 0.34% | 7,358 | 42 | 0.6% | $3.93万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $688.67万 | 0.34% | 11,855 | -3,845 | -24.5% | -$223.36万 | 减仓 |
| MRK | MERCK & CO INC | $688.80万 | 0.34% | 53,603 | -990 | -1.8% | -$12.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $730.21万 | 0.36% | 10,632 | -43 | -0.4% | -$2.95万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $731.70万 | 0.37% | 218,679 | 16,705 | 8.3% | $55.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $743.55万 | 0.37% | 14,860 | 2,784 | 23.1% | $139.30万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $745.08万 | 0.37% | 164,331 | 5,335 | 3.4% | $24.19万 | 加仓 |
| MTB | M & T BK CORP | $780.01万 | 0.39% | 32,772 | -307 | -0.9% | -$7.31万 | 减仓 |
| C | CITIGROUP INC | $783.46万 | 0.39% | 55,977 | 1,698 | 3.1% | $23.77万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $787.98万 | 0.39% | 151,798 | 151,798 | — | $787.98万 | 新建仓 |
| FLOT | ISHARES TR | $799.50万 | 0.40% | 156,611 | 9,415 | 6.4% | $48.06万 | 加仓 |
| DSCO | DOUBLELINE ETF TRUST | $804.63万 | 0.40% | 322,755 | 322,755 | — | $804.63万 | 新建仓 |
| IEMG | ISHARES INC | $822.78万 | 0.41% | 99,322 | -738 | -0.7% | -$6.11万 | 减仓 |
| ISCF | ISHARES TR | $826.27万 | 0.41% | 190,869 | 9,979 | 5.5% | $43.20万 | 加仓 |
| LIN | LINDE PLC | $827.53万 | 0.41% | 15,947 | 146 | 0.9% | $7.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $830.99万 | 0.41% | 50,132 | -217 | -0.4% | -$3.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $856.65万 | 0.43% | 116,693 | -767 | -0.7% | -$5.63万 | 减仓 |
| ORCL | ORACLE CORP | $874.54万 | 0.44% | 59,675 | -635 | -1.1% | -$9.31万 | 减仓 |
| EFV | ISHARES TR | $896.97万 | 0.45% | 117,174 | 8,265 | 7.6% | $63.27万 | 加仓 |
| GLW | CORNING INC | $897.20万 | 0.45% | 35,125 | 6,994 | 24.9% | $178.65万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $925.76万 | 0.46% | 308,484 | 29,986 | 10.8% | $89.99万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $935.03万 | 0.47% | 38,480 | 99 | 0.3% | $2.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $960.61万 | 0.48% | 34,160 | -124 | -0.4% | -$3.49万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $973.56万 | 0.49% | 176,434 | 21,841 | 14.1% | $120.52万 | 加仓 |
| GOOGL | ALPHABET INC | $976.09万 | 0.49% | 27,313 | -1,143 | -4.0% | -$40.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $981.90万 | 0.49% | 164,500 | 3,529 | 2.2% | $21.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,023.57万 | 0.51% | 143,659 | -655 | -0.5% | -$4.67万 | 减仓 |
| USMV | ISHARES TR | $1,034.71万 | 0.52% | 107,268 | 3,357 | 3.2% | $32.38万 | 加仓 |
| STIP | ISHARES TR | $1,057.79万 | 0.53% | 103,542 | 875 | 0.9% | $8.94万 | 加仓 |
| RTX | RTX CORPORATION | $1,080.28万 | 0.54% | 56,938 | 428 | 0.8% | $8.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,084.86万 | 0.54% | 190,392 | 16,332 | 9.4% | $93.06万 | 加仓 |
| — | EXXON MOBIL CORP | $1,098.07万 | 0.55% | 80,315 | -760 | -0.9% | -$10.39万 | 减仓 |
| V | VISA INC | $1,112.11万 | 0.56% | 32,414 | -754 | -2.3% | -$25.87万 | 减仓 |
| SGOV | ISHARES TR | $1,125.53万 | 0.56% | 111,804 | -14,691 | -11.6% | -$147.89万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,150.57万 | 0.57% | 203,714 | 643 | 0.3% | $3.63万 | 加仓 |
| IEF | ISHARES TR | $1,158.96万 | 0.58% | 122,550 | 67,112 | 121.1% | $634.68万 | 加仓 |
| AMZN | AMAZON COM INC | $1,212.17万 | 0.61% | 50,859 | -661 | -1.3% | -$15.75万 | 减仓 |
| HDV | ISHARES TR | $1,308.38万 | 0.65% | 477,335 | 11,190 | 2.4% | $30.67万 | 加仓 |
| EFG | ISHARES TR | $1,322.11万 | 0.66% | 106,262 | 8,605 | 8.8% | $107.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,369.33万 | 0.68% | 18,337 | 2,257 | 14.0% | $168.54万 | 加仓 |
| CSCO | CISCO SYS INC | $1,436.38万 | 0.72% | 122,287 | -984 | -0.8% | -$11.56万 | 减仓 |
| IEI | ISHARES TR | $1,474.39万 | 0.74% | 125,533 | 181 | 0.1% | $2.13万 | 加仓 |
| IEFA | ISHARES TR | $1,485.70万 | 0.74% | 153,831 | -1,267 | -0.8% | -$12.24万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,494.29万 | 0.75% | 152,168 | 20,823 | 15.9% | $204.48万 | 加仓 |
| IDEV | ISHARES TR | $1,522.51万 | 0.76% | 171,049 | 7,583 | 4.6% | $67.50万 | 加仓 |
| IWM | ISHARES TR | $1,537.58万 | 0.77% | 51,176 | -173 | -0.3% | -$5.20万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,567.19万 | 0.78% | 344,513 | 22,781 | 7.1% | $103.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,637.75万 | 0.82% | 64,486 | -533 | -0.8% | -$13.54万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $1,689.69万 | 0.84% | 246,024 | -8,713 | -3.4% | -$59.84万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,847.64万 | 0.92% | 86,838 | -8,615 | -9.0% | -$183.30万 | 减仓 |
| IWO | ISHARES TR | $1,958.71万 | 0.98% | 49,719 | 631 | 1.3% | $24.86万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $2,195.78万 | 1.10% | 449,357 | 3,089 | 0.7% | $15.09万 | 加仓 |
| EMXC | ISHARES INC | $2,201.84万 | 1.10% | 215,234 | 7,219 | 3.5% | $73.85万 | 加仓 |
| GOOG | ALPHABET INC | $2,365.22万 | 1.18% | 66,941 | -5,223 | -7.2% | -$184.54万 | 减仓 |
| MBB | ISHARES TR | $2,418.52万 | 1.21% | 255,874 | 21,907 | 9.4% | $207.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,450.68万 | 1.22% | 74,868 | -1,842 | -2.4% | -$60.29万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,604.24万 | 1.30% | 294,132 | 8,121 | 2.8% | $71.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,832.75万 | 1.41% | 75,941 | -1,453 | -1.9% | -$54.20万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,879.80万 | 1.44% | 615,210 | 67,659 | 12.4% | $316.71万 | 加仓 |
| IWN | ISHARES TR | $2,882.97万 | 1.44% | 130,333 | -24,053 | -15.6% | -$532.05万 | 减仓 |
| IJK | ISHARES TR | $3,058.48万 | 1.53% | 260,296 | 3,924 | 1.5% | $46.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,102.23万 | 1.55% | 142,350 | -1,992 | -1.4% | -$43.41万 | 减仓 |
| EFA | ISHARES TR | $3,166.18万 | 1.58% | 304,792 | 6,907 | 2.3% | $71.75万 | 加仓 |
| IJR | ISHARES TR | $3,325.25万 | 1.66% | 224,209 | 12,350 | 5.8% | $183.16万 | 加仓 |
| IJJ | ISHARES TR | $3,365.09万 | 1.68% | 227,786 | 3,566 | 1.6% | $52.68万 | 加仓 |