Centerpoint Advisors, LLC
NEEDHAM MA · SEC CIK 0001733788
$3.07亿2026Q1 申报市值
414持仓数
69.3%前十大占比 · 第一大 27.3%
22 / 24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+$225.65万
MU 新建仓+$33.80万
IVV 加仓+$16.85万
PLTR 加仓+$11.80万
AMPLIFY ETF TR 新建仓+$10.40万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$151.52万
VERIS RESIDENTIA 清仓-$108.70万
IWB 减仓-$107.07万
SKY HARBOUR GROU 清仓-$89.70万
WMT 减仓-$75.28万
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 |
|---|---|---|---|---|---|---|---|---|
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -73,047 | -100.0% | -$108.70万 | 清仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$89.70万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -5,000 | -100.0% | -$43.60万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$17.50万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$8.40万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -450 | -100.0% | -$8.30万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$5.10万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -300 | -100.0% | -$3.90万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -1,600 | -100.0% | -$3.30万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -170 | -100.0% | -$2.40万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -374 | -100.0% | -$1.90万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -93 | -100.0% | -$1.80万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.80万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.70万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -504 | -100.0% | -$1.70万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -15,700 | -100.0% | -$9,000 | 清仓 |
| — | ALLURION TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,347 | -100.0% | -$8,000 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | -57 | -100.0% | -$8,000 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -99 | -100.0% | -$6,000 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -125 | -100.0% | -$6,000 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -47 | -100.0% | -$5,000 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,000 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -12 | -100.0% | -$2,000 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | FORESIGHT AUTONOMOUS HLDGS L | $0 | 0.00% | 2 | -5 | -71.4% | — | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2 | -100.0% | — | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | VYNE THERAPEUTICS INC | $0 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 5 | 5 | — | — | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 50 | 50 | — | — | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1,000 | 0.00% | 50 | -25 | -33.3% | -$500 | 减仓 |
| — | BIRKS GROUP INC | $1,000 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,000 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $1,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $1,000 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1,000 | 0.00% | 50 | -1 | -2.0% | -$20 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,000 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $1,000 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,000 | 0.00% | 50 | 50 | — | $1,000 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| UPST | UPSTART HLDGS INC | $2,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $2,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $2,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $2,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,000 | 0.00% | 38 | 29 | 322.2% | $1,526 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,000 | 0.00% | 7 | 7 | — | $2,000 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $2,000 | 0.00% | 80 | 80 | — | $2,000 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,000 | 0.00% | 12 | 12 | — | $2,000 | 新建仓 |
| IGF | ISHARES TR | $2,000 | 0.00% | 23 | 23 | — | $2,000 | 新建仓 |
| TLT | ISHARES TR | $2,000 | 0.00% | 18 | 18 | — | $2,000 | 新建仓 |
| RC | READY CAPITAL CORP | $3,000 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $3,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $3,000 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KKR | KKR &CO INC | $4,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $4,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $4,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $4,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5,000 | 0.00% | 4 | -2 | -33.3% | -$2,500 | 减仓 |
| FISV | FISERV INC | $5,000 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $5,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $5,000 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $5,000 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $5,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $6,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $6,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $7,000 | 0.00% | 1,357 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $7,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7,000 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $7,000 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $7,000 | 0.00% | 400 | 0 | 0.0% | — | 不变 |