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 |
|---|---|---|---|---|---|---|---|---|
| SNX | TD SYNNEX CORPORATION | $2.20万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.30万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.30万 | 0.01% | 142 | -1 | -0.7% | -$162 | 减仓 |
| BHP | BHP BILLITON LIMITED | $2.30万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.40万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $2.40万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $2.40万 | 0.01% | 584 | -4 | -0.7% | -$164 | 减仓 |
| C | CITIGROUP INC | $2.40万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $2.40万 | 0.01% | 155 | -1 | -0.6% | -$155 | 减仓 |
| LSTR | LANDSTAR SYS INC | $2.40万 | 0.01% | 118 | -2 | -1.7% | -$407 | 减仓 |
| EE | EXCELERATE ENERGY INC | $2.40万 | 0.01% | 640 | 242 | 60.8% | $9,075 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $2.50万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.50万 | 0.01% | 116 | -1 | -0.9% | -$216 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2.50万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $2.50万 | 0.01% | 83 | -1 | -1.2% | -$301 | 减仓 |
| YOU | CLEAR SECURE INC | $2.50万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| POWI | POWER INTEGRATIONS INC | $2.50万 | 0.01% | 303 | -109 | -26.5% | -$8,993 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $2.60万 | 0.01% | 527 | -156 | -22.8% | -$7,696 | 减仓 |
| CPRT | COPART INC | $2.60万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.60万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $2.60万 | 0.01% | 203 | -1 | -0.5% | -$128 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.70万 | 0.01% | 639 | 2 | 0.3% | $85 | 加仓 |
| AOS | SMITH A O CORP | $2.70万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.70万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $2.70万 | 0.01% | 78 | -15 | -16.1% | -$5,192 | 减仓 |
| EMR | EMERSON ELEC CO | $2.70万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $2.70万 | 0.01% | 162 | -45 | -21.7% | -$7,500 | 减仓 |
| BOTZ | GLOBAL X FDS | $2.70万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $2.70万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2.80万 | 0.01% | 1,041 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.80万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.80万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $2.80万 | 0.01% | 30 | 30 | — | $2.80万 | 新建仓 |
| VMI | VALMONT INDS INC | $2.90万 | 0.01% | 50 | -13 | -20.6% | -$7,540 | 减仓 |
| — | TOTALENERGIES SE | $3.10万 | 0.01% | 400 | -200 | -33.3% | -$1.55万 | 减仓 |
| HACK | AMPLIFY ETF TR | $3.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $3.10万 | 0.01% | 434 | -4 | -0.9% | -$286 | 减仓 |
| PCYO | PURE CYCLE CORP | $3.20万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $3.20万 | 0.01% | 217 | 2 | 0.9% | $295 | 加仓 |
| ABNB | AIRBNB INC | $3.20万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.20万 | 0.01% | 356 | 181 | 103.4% | $1.63万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3.20万 | 0.01% | 420 | 420 | — | $3.20万 | 新建仓 |
| AAON | AAON INC | $3.30万 | 0.01% | 259 | -1 | -0.4% | -$127 | 减仓 |
| MCD | MCDONALDS CORP | $3.40万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $3.40万 | 0.01% | 74 | -1 | -1.3% | -$459 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.40万 | 0.01% | 1,016 | 971 | 2,157.8% | $3.25万 | 重新持有 |
| NOW | SERVICENOW INC | $3.50万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $3.50万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $3.50万 | 0.01% | 177 | -1 | -0.6% | -$198 | 减仓 |
| ARM | ARM HOLDINGS PLC | $3.50万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $3.70万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $3.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.80万 | 0.01% | 600 | -750 | -55.6% | -$4.75万 | 减仓 |
| DTM | DT MIDSTREAM INC | $3.90万 | 0.01% | 267 | -2 | -0.7% | -$292 | 减仓 |
| AMRC | AMERESCO INC | $3.90万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.90万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3.90万 | 0.01% | 700 | 25 | 3.7% | $1,393 | 加仓 |
| SO | SOUTHERN CO | $4.00万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $4.00万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $4.10万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $4.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.20万 | 0.01% | 789 | 7 | 0.9% | $373 | 加仓 |
| MOAT | VANECK ETF TRUST | $4.20万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4.20万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4.20万 | 0.01% | 269 | 183 | 212.8% | $2.86万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4.30万 | 0.01% | 470 | -177 | -27.4% | -$1.62万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $4.30万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.30万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $4.30万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE &SOFFA INDS INC | $4.40万 | 0.01% | 330 | -1 | -0.3% | -$133 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.50万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $4.50万 | 0.01% | 148 | 148 | — | $4.50万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.60万 | 0.01% | 375 | -25 | -6.2% | -$3,067 | 减仓 |
| EIX | EDISON INTL | $4.60万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $4.70万 | 0.01% | 189 | 1 | 0.5% | $249 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $4.70万 | 0.01% | 2,450 | 2,450 | — | $4.70万 | 新建仓 |
| WMT | WALMART INC | $4.80万 | 0.01% | 428 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $4.80万 | 0.01% | 2,870 | 600 | 26.4% | $1.00万 | 加仓 |
| ALC | ALCON AG | $5.30万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $5.30万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $5.40万 | 0.02% | 85 | 55 | 183.3% | $3.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $5.90万 | 0.02% | 354 | 116 | 48.7% | $1.93万 | 加仓 |
| IEMG | ISHARES INC | $6.00万 | 0.02% | 719 | 8 | 1.1% | $668 | 加仓 |
| MMM | 3M CO | $6.10万 | 0.02% | 375 | -100 | -21.1% | -$1.63万 | 减仓 |
| RIO | RIO TINTO PLC | $6.10万 | 0.02% | 638 | 9 | 1.4% | $861 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6.20万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $6.40万 | 0.02% | 586 | -44 | -7.0% | -$4,805 | 减仓 |
| PAAA | PGIM ETF TR | $6.40万 | 0.02% | 1,250 | 1,250 | — | $6.40万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $6.60万 | 0.02% | 1,165 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $6.80万 | 0.02% | 1,102 | 9 | 0.8% | $555 | 加仓 |
| PGR | PROGRESSIVE CORP | $6.80万 | 0.02% | 311 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $6.90万 | 0.02% | 310 | -60 | -16.2% | -$1.34万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $6.90万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $7.00万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7.10万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $7.10万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $7.20万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $7.30万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |