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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,188 | -100.0% | -$95.40万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,161 | -100.0% | -$63.39万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -6,194 | -100.0% | -$38.50万 | 清仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $0 | 0.00% | 0 | -2,258 | -100.0% | -$35.74万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -3,062 | -100.0% | -$30.57万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -2,898 | -100.0% | -$30.56万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -3,194 | -100.0% | -$29.22万 | 清仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -9,542 | -100.0% | -$28.29万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -441 | -100.0% | -$26.68万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,600 | -100.0% | -$25.83万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -1,598 | -100.0% | -$23.81万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -451 | -100.0% | -$23.57万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,566 | -100.0% | -$22.41万 | 清仓 |
| DOL | WISDOMTREE TR | $0 | 0.00% | 0 | -3,336 | -100.0% | -$21.97万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -950 | -100.0% | -$21.20万 | 清仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -5,815 | -100.0% | -$20.65万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -10,532 | -100.0% | -$16.69万 | 清仓 |
| IVVD | INVIVYD INC | $1.30万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | INSPIREMD INC | $4.89万 | 0.00% | 30,000 | -25,000 | -45.5% | -$4.08万 | 减仓 |
| — | ALIGHT INC | $5.83万 | 0.00% | 100,000 | 100,000 | — | $5.83万 | 新建仓 |
| — | PUTNAM ETF TRUST | $9.45万 | 0.01% | 12,111 | 67 | 0.6% | $523 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $10.92万 | 0.01% | 11,371 | 11,371 | — | $10.92万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $16.12万 | 0.01% | 12,699 | 168 | 1.3% | $2,132 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $17.57万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| — | RAND CAP CORP | $18.07万 | 0.01% | 15,382 | 0 | 0.0% | — | 不变 |
| — | KORE GROUP HLDGS INC | $18.43万 | 0.01% | 20,430 | -14,000 | -40.7% | -$12.63万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.04万 | 0.01% | 770 | -164 | -17.6% | -$4.27万 | 重新持有 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $20.30万 | 0.01% | 4,050 | -1,400 | -25.7% | -$7.02万 | 重新持有 |
| KEY | KEYCORP | $20.53万 | 0.01% | 10,239 | 22 | 0.2% | $441 | 加仓 |
| URI | UNITED RENTALS INC | $20.55万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $20.64万 | 0.01% | 1,190 | -7,091 | -85.6% | -$122.96万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.80万 | 0.01% | 2,100 | 2,100 | — | $20.80万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.92万 | 0.01% | 720 | -835 | -53.7% | -$24.26万 | 重新持有 |
| BLK | BLACKROCK INC | $20.97万 | 0.01% | 218 | -3 | -1.4% | -$2,885 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $21.04万 | 0.01% | 16,269 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $21.26万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $21.43万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $21.47万 | 0.01% | 2,359 | 3 | 0.1% | $273 | 加仓 |
| Q | QNITY ELECTRONICS INC | $21.60万 | 0.01% | 1,872 | 1,872 | — | $21.60万 | 新建仓 |
| EIX | EDISON INTL | $21.95万 | 0.01% | 3,000 | 3,000 | — | $21.95万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.35万 | 0.01% | 838 | 0 | 0.0% | — | 不变 |
| WWJD | NORTHERN LTS FD TR IV | $22.46万 | 0.01% | 6,007 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $22.48万 | 0.01% | 720 | -36 | -4.8% | -$1.12万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.53万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $22.67万 | 0.01% | 3,480 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $22.99万 | 0.01% | 772 | 772 | — | $22.99万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $23.15万 | 0.01% | 2,396 | 42 | 1.8% | $4,059 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $23.35万 | 0.01% | 3,592 | 3,592 | — | $23.35万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $23.48万 | 0.01% | 12,072 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.66万 | 0.01% | 3,255 | 3,255 | — | $23.66万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.66万 | 0.01% | 1,807 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.69万 | 0.01% | 839 | 839 | — | $23.69万 | 新建仓 |
| XYL | XYLEM INC | $23.77万 | 0.01% | 1,989 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $24.66万 | 0.01% | 1,769 | 1,769 | — | $24.66万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $25.08万 | 0.01% | 2,076 | -300 | -12.6% | -$3.62万 | 减仓 |
| NVS | NOVARTIS AG | $25.17万 | 0.01% | 1,648 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $25.61万 | 0.01% | 38,628 | -5,344 | -12.2% | -$3.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $25.69万 | 0.01% | 895 | -50 | -5.3% | -$1.44万 | 减仓 |
| ESGE | ISHARES INC | $25.71万 | 0.01% | 5,653 | -848 | -13.0% | -$3.86万 | 减仓 |
| BKT | BLACKROCK INCOME TR INC | $26.06万 | 0.01% | 24,654 | 1 | 0.0% | $11 | 加仓 |
| SLYV | SPDR SERIES TRUST | $26.43万 | 0.01% | 2,794 | 51 | 1.9% | $4,824 | 加仓 |
| DEM | WISDOMTREE TR | $26.62万 | 0.01% | 5,357 | -285 | -5.1% | -$1.42万 | 减仓 |
| IUSG | ISHARES TR | $26.85万 | 0.02% | 1,731 | -5 | -0.3% | -$776 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.06万 | 0.02% | 619 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $27.91万 | 0.02% | 1,262 | 123 | 10.8% | $2.72万 | 加仓 |
| AVY | AVERY DENNISON CORP | $28.04万 | 0.02% | 1,624 | 2 | 0.1% | $345 | 加仓 |
| AMRZ | AMRIZE LTD | $28.25万 | 0.02% | 5,043 | 122 | 2.5% | $6,834 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $28.44万 | 0.02% | 3,782 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $28.78万 | 0.02% | 2,278 | 2 | 0.1% | $253 | 加仓 |
| WELL | WELLTOWER INC | $29.28万 | 0.02% | 1,481 | -6 | -0.4% | -$1,186 | 减仓 |
| NUE | NUCOR CORP | $29.51万 | 0.02% | 1,745 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $29.66万 | 0.02% | 4,811 | 86 | 1.8% | $5,301 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $29.74万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $29.85万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $30.13万 | 0.02% | 3,332 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $30.50万 | 0.02% | 1,538 | -270 | -14.9% | -$5.35万 | 减仓 |
| NYF | ISHARES TR | $30.58万 | 0.02% | 5,757 | 5,757 | — | $30.58万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $30.70万 | 0.02% | 1,332 | -1 | -0.1% | -$230 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $30.96万 | 0.02% | 6,750 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $31.59万 | 0.02% | 87,500 | -12,500 | -12.5% | -$4.51万 | 减仓 |
| XBI | SPDR SERIES TRUST | $31.74万 | 0.02% | 2,485 | 165 | 7.1% | $2.11万 | 加仓 |
| VG | VENTURE GLOBAL INC | $32.34万 | 0.02% | 20,521 | 20,521 | — | $32.34万 | 新建仓 |
| WY | WEYERHAEUSER CO | $32.72万 | 0.02% | 13,393 | -1,174 | -8.1% | -$2.87万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $33.97万 | 0.02% | 19,000 | 10,450 | 122.2% | $18.68万 | 加仓 |
| ASML | ASML HLDG NV | $34.08万 | 0.02% | 258 | -40 | -13.4% | -$5.28万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $34.72万 | 0.02% | 6,416 | 0 | 0.0% | — | 不变 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $34.77万 | 0.02% | 11,818 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $34.87万 | 0.02% | 2,243 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $34.94万 | 0.02% | 11,995 | -2,105 | -14.9% | -$6.13万 | 减仓 |
| USB | US BANCORP | $35.58万 | 0.02% | 6,840 | 1 | 0.0% | $52 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $36.48万 | 0.02% | 3,909 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $37.05万 | 0.02% | 531 | -34 | -6.0% | -$2.37万 | 减仓 |
| TSLA | TESLA INC | $37.73万 | 0.02% | 1,015 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $37.86万 | 0.02% | 1,821 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.87万 | 0.02% | 2,738 | -2 | -0.1% | -$277 | 减仓 |
| AMLP | ALPS ETF TR | $37.93万 | 0.02% | 7,205 | -1,065 | -12.9% | -$5.61万 | 减仓 |