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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $7.40万 | 0.02% | 2,794 | 2,794 | — | $7.40万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $7.60万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $7.60万 | 0.02% | 3,152 | 3,100 | 5,961.5% | $7.47万 | 加仓 |
| IAU | ISHARES GOLD TR | $7.70万 | 0.02% | 1,014 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $7.70万 | 0.02% | 769 | -3 | -0.4% | -$300 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.90万 | 0.02% | 281 | -200 | -41.6% | -$5.62万 | 减仓 |
| LIN | LINDE PLC | $7.90万 | 0.02% | 152 | -30 | -16.5% | -$1.56万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $8.20万 | 0.02% | 371 | 371 | — | $8.20万 | 新建仓 |
| HON | HONEYWELL INTL INC | $8.30万 | 0.02% | 371 | -334 | -47.4% | -$7.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8.30万 | 0.02% | 244 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8.50万 | 0.02% | 1,505 | 27 | 1.8% | $1,525 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8.50万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $8.50万 | 0.02% | 840 | 840 | — | $8.50万 | 新建仓 |
| CTAS | CINTAS CORP | $8.60万 | 0.02% | 505 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $8.70万 | 0.02% | 222 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $8.70万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $8.90万 | 0.03% | 471 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $9.30万 | 0.03% | 245 | -55 | -18.3% | -$2.09万 | 减仓 |
| IDV | ISHARES TR | $9.50万 | 0.03% | 2,298 | 57 | 2.5% | $2,356 | 加仓 |
| SHY | ISHARES TR | $9.60万 | 0.03% | 1,169 | -65 | -5.3% | -$5,338 | 减仓 |
| ETN | EATON CORP PLC | $9.60万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.80万 | 0.03% | 1,119 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $10.30万 | 0.03% | 935 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $10.40万 | 0.03% | 1,325 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $10.40万 | 0.03% | 2,250 | 2,250 | — | $10.40万 | 新建仓 |
| ESGU | ISHARES TR | $10.50万 | 0.03% | 642 | 21 | 3.4% | $3,435 | 加仓 |
| ABT | ABBOTT LABORATORIES | $10.60万 | 0.03% | 1,167 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $10.60万 | 0.03% | 482 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $10.80万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $10.80万 | 0.03% | 737 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $11.20万 | 0.03% | 1,201 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $11.20万 | 0.03% | 35 | -3 | -7.9% | -$9,600 | 减仓 |
| GWW | WW GRAINGER INC | $11.30万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $11.90万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $11.90万 | 0.03% | 2,750 | 2,750 | — | $11.90万 | 新建仓 |
| T | AT&T INC | $12.10万 | 0.03% | 5,848 | 2 | 0.0% | $41 | 加仓 |
| SGOL | ETFS GOLD TR | $12.30万 | 0.03% | 3,224 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $12.40万 | 0.04% | 2,330 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $13.30万 | 0.04% | 1,035 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $13.40万 | 0.04% | 1,871 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $13.70万 | 0.04% | 2,000 | -860 | -30.1% | -$5.89万 | 减仓 |
| WFC | WELLS FARGO &CO | $13.70万 | 0.04% | 1,653 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $14.30万 | 0.04% | 1,309 | -415 | -24.1% | -$4.53万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $14.50万 | 0.04% | 1,151 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $14.90万 | 0.04% | 1,253 | -462 | -26.9% | -$5.49万 | 减仓 |
| ADBE | ADOBE INC | $16.00万 | 0.05% | 780 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $16.10万 | 0.05% | 1,152 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $16.50万 | 0.05% | 2,901 | 201 | 7.4% | $1.14万 | 加仓 |
| AGG | ISHARES TR | $16.80万 | 0.05% | 1,701 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $17.10万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $18.60万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $18.60万 | 0.05% | 3,108 | 3,108 | — | $18.60万 | 新建仓 |
| MO | ALTRIA GROUP INC | $18.90万 | 0.05% | 2,624 | -2,000 | -43.3% | -$14.41万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $19.10万 | 0.05% | 1,165 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $19.40万 | 0.06% | 3,149 | 76 | 2.5% | $4,682 | 加仓 |
| KLAC | KLA CORP | $20.60万 | 0.06% | 684 | -46 | -6.3% | -$1.39万 | 减仓 |
| TSLA | TESLA INC | $20.90万 | 0.06% | 497 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $21.70万 | 0.06% | 958 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.90万 | 0.07% | 2,378 | 140 | 6.3% | $1.35万 | 加仓 |
| CAT | CATERPILLAR INC | $22.90万 | 0.07% | 215 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $23.80万 | 0.07% | 1,250 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.50万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.60万 | 0.07% | 2,192 | -100 | -4.4% | -$1.17万 | 减仓 |
| CSCO | CISCO SYS INC | $25.60万 | 0.07% | 2,180 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $26.00万 | 0.07% | 1,918 | 75 | 4.1% | $1.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.20万 | 0.08% | 1,480 | 1,480 | — | $28.20万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $28.70万 | 0.08% | 2,556 | -457 | -15.2% | -$5.13万 | 减仓 |
| IUSG | ISHARES TR | $28.80万 | 0.08% | 1,533 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $29.30万 | 0.08% | 3,087 | -552 | -15.2% | -$5.24万 | 减仓 |
| ABBV | ABBVIE INC | $29.70万 | 0.08% | 1,182 | -296 | -20.0% | -$7.44万 | 减仓 |
| GEV | GE VERNOVA INC | $31.30万 | 0.09% | 266 | 19 | 7.7% | $2.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.30万 | 0.09% | 1,788 | -800 | -30.9% | -$14.45万 | 减仓 |
| SPGI | S&P GLOBAL INC | $32.50万 | 0.09% | 797 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $32.50万 | 0.09% | 473 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $34.60万 | 0.10% | 6,778 | 5 | 0.1% | $255 | 加仓 |
| SLV | ISHARES SILVER TR | $36.60万 | 0.10% | 6,850 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $37.30万 | 0.11% | 898 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $37.50万 | 0.11% | 4,267 | 0 | 0.0% | — | 不变 |
| PG | PROCTER &GAMBLE CO | $37.60万 | 0.11% | 2,563 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.60万 | 0.12% | 1,087 | 75 | 7.4% | $2.80万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.80万 | 0.12% | 5,025 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $42.20万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $42.30万 | 0.12% | 574 | 162 | 39.3% | $11.94万 | 加仓 |
| IWD | ISHARES TR | $43.60万 | 0.12% | 1,800 | -370 | -17.1% | -$8.96万 | 减仓 |
| GLD | SPDR GOLD TR | $44.40万 | 0.13% | 1,205 | 6 | 0.5% | $2,211 | 加仓 |
| LRCX | LAM RESEARCH CORP | $46.80万 | 0.13% | 1,080 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $47.20万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $48.20万 | 0.14% | 1,197 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $48.40万 | 0.14% | 3,650 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $49.60万 | 0.14% | 1,250 | -250 | -16.7% | -$9.92万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.80万 | 0.15% | 1,247 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $53.00万 | 0.15% | 10,782 | 26 | 0.2% | $1,278 | 加仓 |
| KO | COCA COLA CO | $53.40万 | 0.15% | 6,574 | 5,990 | 1,025.7% | $48.66万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $55.00万 | 0.16% | 17,342 | 5 | 0.0% | $159 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $55.40万 | 0.16% | 12,104 | 12,104 | — | $55.40万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $59.60万 | 0.17% | 1,160 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $61.90万 | 0.18% | 1,250 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $67.20万 | 0.19% | 1,815 | 15 | 0.8% | $5,554 | 加仓 |
| HD | HOME DEPOT INC | $67.40万 | 0.19% | 1,910 | 1 | 0.1% | $353 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $72.10万 | 0.20% | 2,459 | 0 | 0.0% | — | 不变 |