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 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | $6.40万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $6.70万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $6.90万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6.90万 | 0.02% | 475 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $6.90万 | 0.02% | 630 | 36 | 6.1% | $3,943 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $7.20万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $7.70万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $7.90万 | 0.03% | 1,350 | -1,000 | -42.6% | -$5.85万 | 减仓 |
| DXJ | WISDOMTREE TR | $7.90万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $8.10万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8.40万 | 0.03% | 1,478 | 22 | 1.5% | $1,250 | 加仓 |
| CTAS | CINTAS CORP | $8.50万 | 0.03% | 505 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $8.50万 | 0.03% | 370 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $8.50万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $8.60万 | 0.03% | 1,119 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $8.80万 | 0.03% | 621 | 137 | 28.3% | $1.94万 | 加仓 |
| IAU | ISHARES GOLD TR | $8.90万 | 0.03% | 1,014 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $8.90万 | 0.03% | 450 | 450 | — | $8.90万 | 新建仓 |
| LIN | LINDE PLC | $9.00万 | 0.03% | 182 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9.10万 | 0.03% | 471 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $9.10万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $9.30万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $9.50万 | 0.03% | 2,241 | 111 | 5.2% | $4,705 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $9.70万 | 0.03% | 737 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $10.20万 | 0.03% | 1,234 | 109 | 9.7% | $9,010 | 加仓 |
| — | AMPLIFY ETF TR | $10.40万 | 0.03% | 7,000 | 7,000 | — | $10.40万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $10.50万 | 0.03% | 222 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $10.60万 | 0.03% | 935 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $10.80万 | 0.04% | 73 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $11.40万 | 0.04% | 482 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $11.50万 | 0.04% | 1,325 | -250 | -15.9% | -$2.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.70万 | 0.04% | 481 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $12.00万 | 0.04% | 1,167 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $12.50万 | 0.04% | 1,035 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $12.80万 | 0.04% | 38 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $13.00万 | 0.04% | 1,201 | -115 | -8.7% | -$1.24万 | 减仓 |
| WFC | WELLS FARGO &CO | $13.20万 | 0.04% | 1,653 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $13.20万 | 0.04% | 2,700 | 1 | 0.0% | $49 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $14.30万 | 0.05% | 2,330 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $14.40万 | 0.05% | 3,224 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $14.60万 | 0.05% | 1,151 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $15.20万 | 0.05% | 215 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $15.70万 | 0.05% | 259 | -100 | -27.9% | -$6.06万 | 减仓 |
| — | HONEYWELL INTL INC | $15.90万 | 0.05% | 705 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $16.00万 | 0.05% | 375 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $16.30万 | 0.05% | 1,724 | -120 | -6.5% | -$1.13万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $16.60万 | 0.05% | 1,715 | -120 | -6.5% | -$1.16万 | 减仓 |
| CSCO | CISCO SYS INC | $16.90万 | 0.05% | 2,180 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $16.90万 | 0.05% | 1,701 | 166 | 10.8% | $1.65万 | 加仓 |
| T | AT&T INC | $16.90万 | 0.05% | 5,846 | 2 | 0.0% | $58 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $17.10万 | 0.06% | 3,073 | 68 | 2.3% | $3,784 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $17.80万 | 0.06% | 2,860 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $18.00万 | 0.06% | 1,871 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $18.20万 | 0.06% | 958 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $18.50万 | 0.06% | 497 | 75 | 17.8% | $2.79万 | 加仓 |
| ADBE | ADOBE INC | $19.00万 | 0.06% | 780 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $20.10万 | 0.07% | 1,165 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.60万 | 0.07% | 2,238 | 150 | 7.2% | $1.45万 | 加仓 |
| GEV | GE VERNOVA INC | $21.60万 | 0.07% | 247 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.00万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.10万 | 0.08% | 1,080 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $23.70万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $23.80万 | 0.08% | 1,533 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.80万 | 0.08% | 412 | 100 | 32.1% | $5.78万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $25.10万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $28.30万 | 0.09% | 473 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.60万 | 0.09% | 1,843 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.70万 | 0.09% | 1,012 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $28.90万 | 0.09% | 3,013 | -125 | -4.0% | -$1.20万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.50万 | 0.10% | 1,500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $30.50万 | 0.10% | 4,624 | -1,000 | -17.8% | -$6.60万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $31.00万 | 0.10% | 3,639 | -135 | -3.6% | -$1.15万 | 减仓 |
| ABBV | ABBVIE INC | $32.10万 | 0.10% | 1,478 | -297 | -16.7% | -$6.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.50万 | 0.11% | 2,292 | 807 | 54.3% | $11.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.70万 | 0.11% | 1,247 | -5 | -0.4% | -$1,351 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.80万 | 0.11% | 1,000 | 1,000 | — | $33.80万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $33.90万 | 0.11% | 797 | -60 | -7.0% | -$2.55万 | 减仓 |
| PG | PROCTER &GAMBLE CO | $37.00万 | 0.12% | 2,563 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $39.00万 | 0.13% | 898 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $39.60万 | 0.13% | 4,267 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $40.00万 | 0.13% | 6,773 | 1,701 | 33.5% | $10.05万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.70万 | 0.13% | 5,025 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $41.00万 | 0.13% | 3,650 | -100 | -2.7% | -$1.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $42.80万 | 0.14% | 2,588 | -825 | -24.2% | -$13.64万 | 减仓 |
| SNA | SNAP ON INC | $43.50万 | 0.14% | 1,197 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $44.90万 | 0.15% | 1,250 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $46.40万 | 0.15% | 2,170 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $46.70万 | 0.15% | 6,850 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $47.70万 | 0.16% | 1,500 | -500 | -25.0% | -$15.90万 | 减仓 |
| SYK | STRYKER CORPORATION | $49.30万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $51.60万 | 0.17% | 1,199 | -381 | -24.1% | -$16.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $53.20万 | 0.17% | 17,337 | -213 | -1.2% | -$6,536 | 减仓 |
| VTI | VANGUARD INDEX FDS | $57.70万 | 0.19% | 1,800 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $58.00万 | 0.19% | 1,160 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $62.00万 | 0.20% | 10,756 | 300 | 2.9% | $1.73万 | 加仓 |
| HD | HOME DEPOT INC | $62.80万 | 0.20% | 1,909 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $71.40万 | 0.23% | 2,459 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $73.00万 | 0.24% | 863 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $76.10万 | 0.25% | 10,983 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $76.50万 | 0.25% | 4,790 | -50 | -1.0% | -$7,985 | 减仓 |