Centerpoint Advisors, LLC
NEEDHAM MA · SEC CIK 0001733788
$3.52亿2026Q2 申报市值
425持仓数
69.7%前十大占比 · 第一大 27.5%
28 / 18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
SPY 加仓+$81.92万
IVV 加仓+$80.06万
IJH 加仓+$61.40万
VFLO 新建仓+$55.40万
KO 加仓+$48.66万
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$89.96万
NVDA 减仓-$87.54万
ITOT 减仓-$57.53万
AAPL 减仓-$37.99万
IVW 减仓-$24.14万
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 |
|---|---|---|---|---|---|---|---|---|
| CMP | COMPASS MINERALS INTL INC | $9,000 | 0.00% | 300 | -200 | -40.0% | -$6,000 | 减仓 |
| SYM | SYMBOTIC INC | $9,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $9,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $9,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $9,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $9,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $9,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.00万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.00万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1.00万 | 0.00% | 178 | 3 | 1.7% | $169 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.00万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $1.00万 | 0.00% | 15 | 15 | — | $1.00万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.10万 | 0.00% | 182 | -2 | -1.1% | -$121 | 减仓 |
| — | FIDELITY ETHEREUM FD | $1.10万 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.10万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1.10万 | 0.00% | 1,357 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.10万 | 0.00% | 75 | 75 | — | $1.10万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $1.10万 | 0.00% | 336 | 336 | — | $1.10万 | 新建仓 |
| BPOP | POPULAR INC | $1.10万 | 0.00% | 69 | 69 | — | $1.10万 | 新建仓 |
| NKE | NIKE INC | $1.20万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.20万 | 0.00% | 190 | 25 | 15.2% | $1,579 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.20万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.20万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1.30万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $1.30万 | 0.00% | 162 | -1 | -0.6% | -$80 | 减仓 |
| GLW | CORNING INC | $1.30万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.30万 | 0.00% | 37 | 37 | — | $1.30万 | 新建仓 |
| IHI | ISHARES TR | $1.30万 | 0.00% | 266 | 266 | — | $1.30万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1.40万 | 0.00% | 72 | -247 | -77.4% | -$4.80万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1.40万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1.40万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $1.40万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.40万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $1.50万 | 0.00% | 505 | -3 | -0.6% | -$89 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.50万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1.50万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $1.50万 | 0.00% | 498 | 194 | 63.8% | $5,843 | 加仓 |
| WING | WINGSTOP INC | $1.50万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.50万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $1.60万 | 0.00% | 429 | -5 | -1.2% | -$186 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1.60万 | 0.00% | 190 | -1 | -0.5% | -$84 | 减仓 |
| VLTO | VERALTO CORP | $1.60万 | 0.00% | 183 | -1 | -0.5% | -$87 | 减仓 |
| CMS | CMS ENERGY CORP | $1.60万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.60万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $1.60万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.70万 | 0.00% | 34 | -225 | -86.9% | -$11.25万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.70万 | 0.00% | 687 | 4 | 0.6% | $99 | 加仓 |
| NLR | VANECK ETF TRUST | $1.70万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $1.70万 | 0.00% | 478 | -1 | -0.2% | -$36 | 减仓 |
| MORN | MORNINGSTAR INC | $1.70万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $1.70万 | 0.00% | 120 | -1 | -0.8% | -$142 | 减仓 |
| JOET | VIRTUS ETF TR II | $1.70万 | 0.00% | 369 | 369 | — | $1.70万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $1.80万 | 0.01% | 559 | -1 | -0.2% | -$32 | 减仓 |
| JOBY | JOBY AVIATION INC | $1.80万 | 0.01% | 2,050 | -50 | -2.4% | -$439 | 减仓 |
| — | ISHARES TR | $1.80万 | 0.01% | 205 | 10 | 5.1% | $878 | 加仓 |
| ESGD | ISHARES TR | $1.80万 | 0.01% | 178 | 12 | 7.2% | $1,213 | 加仓 |
| BIIB | BIOGEN INC | $1.80万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| CNS | COHEN &STEERS INC | $1.80万 | 0.01% | 238 | -2 | -0.8% | -$151 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $1.80万 | 0.01% | 54 | 20 | 58.8% | $6,667 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.80万 | 0.01% | 83 | 83 | — | $1.80万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.80万 | 0.01% | 544 | 544 | — | $1.80万 | 新建仓 |
| RS | RELIANCE INC | $1.90万 | 0.01% | 51 | -18 | -26.1% | -$6,706 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $1.90万 | 0.01% | 155 | -1 | -0.6% | -$123 | 减仓 |
| STE | STERIS PLC | $1.90万 | 0.01% | 89 | -1 | -1.1% | -$213 | 减仓 |
| SXI | STANDEX INTL CORP | $1.90万 | 0.01% | 54 | -25 | -31.6% | -$8,796 | 减仓 |
| RGLD | ROYAL GOLD INC | $1.90万 | 0.01% | 94 | 14 | 17.5% | $2,830 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $1.90万 | 0.01% | 214 | -1 | -0.5% | -$89 | 减仓 |
| TRU | TRANSUNION | $1.90万 | 0.01% | 257 | -2 | -0.8% | -$148 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $1.90万 | 0.01% | 275 | 51 | 22.8% | $3,524 | 加仓 |
| PRI | PRIMERICA INC | $1.90万 | 0.01% | 66 | -1 | -1.5% | -$288 | 减仓 |
| IWM | ISHARES TR | $1.90万 | 0.01% | 65 | 2 | 3.2% | $585 | 加仓 |
| CHE | CHEMED CORP NEW | $1.90万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $1.90万 | 0.01% | 209 | 69 | 49.3% | $6,273 | 加仓 |
| ATR | APTARGROUP INC | $1.90万 | 0.01% | 149 | 44 | 41.9% | $5,611 | 加仓 |
| AYI | ACUITY INC | $1.90万 | 0.01% | 50 | 26 | 108.3% | $9,880 | 加仓 |
| MTDR | MATADOR RES CO | $2.00万 | 0.01% | 396 | -1 | -0.3% | -$51 | 减仓 |
| CSL | CARLISLE COS INC | $2.00万 | 0.01% | 54 | -1 | -1.8% | -$370 | 减仓 |
| DE | DEERE &CO | $2.00万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $2.00万 | 0.01% | 537 | 85 | 18.8% | $3,166 | 加仓 |
| PATK | PATRICK INDS INC | $2.00万 | 0.01% | 221 | 68 | 44.4% | $6,154 | 加仓 |
| BXP | BXP INC | $2.00万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.00万 | 0.01% | 575 | 575 | — | $2.00万 | 新建仓 |
| CCI | CROWN CASTLE INC | $2.10万 | 0.01% | 278 | 3 | 1.1% | $227 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $2.10万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $2.10万 | 0.01% | 741 | -7 | -0.9% | -$198 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2.10万 | 0.01% | 323 | -3 | -0.9% | -$195 | 减仓 |
| JKHY | HENRY JACK &ASSOC INC | $2.10万 | 0.01% | 156 | 39 | 33.3% | $5,250 | 加仓 |
| CVS | CVS HEALTH CORP | $2.10万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TPB | TURNING PT BRANDS INC | $2.10万 | 0.01% | 243 | 130 | 115.0% | $1.12万 | 加仓 |
| KR | KROGER CO | $2.20万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $2.20万 | 0.01% | 311 | -3 | -1.0% | -$212 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $2.20万 | 0.01% | 226 | -2 | -0.9% | -$195 | 减仓 |
| BF/B | BROWN FORMAN CORP | $2.20万 | 0.01% | 837 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $2.20万 | 0.01% | 218 | -1 | -0.5% | -$101 | 减仓 |
| BC | BRUNSWICK CORP | $2.20万 | 0.01% | 267 | -2 | -0.7% | -$165 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $2.20万 | 0.01% | 97 | -1 | -1.0% | -$227 | 减仓 |
| HPQ | HP INC | $2.20万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $2.20万 | 0.01% | 253 | -1 | -0.4% | -$87 | 减仓 |