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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $7,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $7,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $7,000 | 0.00% | 500 | 500 | — | $7,000 | 新建仓 |
| AYI | ACUITY INC | $7,000 | 0.00% | 24 | 24 | — | $7,000 | 新建仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $7,000 | 0.00% | 1,560 | 1,560 | — | $7,000 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $8,000 | 0.00% | 45 | -65 | -59.1% | -$1.16万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $8,000 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $8,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $8,000 | 0.00% | 409 | -25 | -5.8% | -$489 | 减仓 |
| GILD | GILEAD SCIENCES INC | $8,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $8,000 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $8,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $8,000 | 0.00% | 175 | 28 | 19.0% | $1,280 | 加仓 |
| CNXC | CONCENTRIX CORP | $9,000 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $9,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.00万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.00万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $1.00万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.00万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.00万 | 0.00% | 20 | 5 | 33.3% | $2,500 | 加仓 |
| TPB | TURNING PT BRANDS INC | $1.00万 | 0.00% | 113 | 113 | — | $1.00万 | 新建仓 |
| POOL | POOL CORP | $1.10万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1.10万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.10万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.10万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.20万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.20万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $1.20万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.20万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $1.20万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TBN | TAMBORAN RES CORP | $1.20万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1.30万 | 0.00% | 64 | -100 | -61.0% | -$2.03万 | 减仓 |
| WING | WINGSTOP INC | $1.30万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.30万 | 0.00% | 350 | 100 | 40.0% | $3,714 | 加仓 |
| ATR | APTARGROUP INC | $1.30万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $1.30万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $1.30万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.30万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| EE | EXCELERATE ENERGY INC | $1.30万 | 0.00% | 398 | 398 | — | $1.30万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $1.30万 | 0.00% | 304 | 304 | — | $1.30万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $1.40万 | 0.00% | 690 | -40 | -5.5% | -$812 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.40万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1.40万 | 0.00% | 81 | 81 | — | $1.40万 | 新建仓 |
| NKE | NIKE INC | $1.50万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $1.50万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1.50万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.50万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $1.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.50万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.50万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CNS | COHEN &STEERS INC | $1.50万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $1.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $1.50万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.60万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $1.60万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.60万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1.60万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1.60万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1.60万 | 0.01% | 63 | -11 | -14.9% | -$2,794 | 减仓 |
| WTAI | WISDOMTREE TR | $1.60万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $1.60万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $1.60万 | 0.01% | 166 | 30 | 22.1% | $2,892 | 加仓 |
| — | ISHARES TR | $1.60万 | 0.01% | 195 | 43 | 28.3% | $3,528 | 加仓 |
| VLTO | VERALTO CORP | $1.60万 | 0.01% | 184 | 184 | — | $1.60万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $1.70万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1.70万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.70万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $1.70万 | 0.01% | 121 | 23 | 23.5% | $3,231 | 加仓 |
| PATK | PATRICK INDS INC | $1.70万 | 0.01% | 153 | 72 | 88.9% | $8,000 | 加仓 |
| TRU | TRANSUNION | $1.80万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK &ASSOC INC | $1.80万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $1.80万 | 0.01% | 191 | 32 | 20.1% | $3,016 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $1.80万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $1.80万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $1.80万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $1.80万 | 0.01% | 109 | 30 | 38.0% | $4,954 | 加仓 |
| KBR | KBR INC | $1.80万 | 0.01% | 479 | 74 | 18.3% | $2,781 | 加仓 |
| BSY | BENTLEY SYS INC | $1.80万 | 0.01% | 508 | 127 | 33.3% | $4,500 | 加仓 |
| DE | DEERE &CO | $1.80万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1.80万 | 0.01% | 452 | 452 | — | $1.80万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $1.80万 | 0.01% | 254 | 254 | — | $1.80万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $1.90万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.90万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $1.90万 | 0.01% | 215 | 39 | 22.2% | $3,447 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.90万 | 0.01% | 26 | -10 | -27.8% | -$7,308 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1.90万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $1.90万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $1.90万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $2.00万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2.00万 | 0.01% | 80 | -18 | -18.4% | -$4,500 | 减仓 |
| HOMB | HOME BANCSHARES INC | $2.00万 | 0.01% | 748 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.00万 | 0.01% | 683 | 4 | 0.6% | $117 | 加仓 |
| BC | BRUNSWICK CORP | $2.00万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.00万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |