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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $78.70万 | 0.26% | 8,102 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $93.00万 | 0.30% | 5,479 | -340 | -5.8% | -$5.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.00万 | 0.32% | 2,015 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $99.90万 | 0.33% | 6,794 | -65 | -0.9% | -$9,558 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $102.00万 | 0.33% | 4,175 | -1,355 | -24.5% | -$33.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $112.10万 | 0.36% | 1,125 | -50 | -4.3% | -$4.98万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $113.20万 | 0.37% | 5,501 | -170 | -3.0% | -$3.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $113.50万 | 0.37% | 3,751 | -120 | -3.1% | -$3.63万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $114.20万 | 0.37% | 20,178 | -173 | -0.9% | -$9,791 | 减仓 |
| SPYG | SPDR SERIES TRUST | $115.40万 | 0.38% | 11,783 | -230 | -1.9% | -$2.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.30万 | 0.39% | 1,865 | -6 | -0.3% | -$3,902 | 减仓 |
| AMAT | APPLIED MATLS INC | $135.20万 | 0.44% | 3,957 | -600 | -13.2% | -$20.50万 | 减仓 |
| META | META PLATFORMS INC | $135.70万 | 0.44% | 2,371 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.90万 | 0.44% | 2,836 | 45 | 1.6% | $2.16万 | 加仓 |
| V | VISA INC | $136.40万 | 0.44% | 4,513 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE &CO | $138.20万 | 0.45% | 4,699 | -552 | -10.5% | -$16.23万 | 减仓 |
| LLY | ELI LILLY &CO | $144.10万 | 0.47% | 1,567 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $184.20万 | 0.60% | 8,847 | -575 | -6.1% | -$11.97万 | 减仓 |
| SMMD | ISHARES TR | $233.90万 | 0.76% | 30,637 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $241.50万 | 0.79% | 16,954 | 1 | 0.0% | $142 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $260.10万 | 0.85% | 84,000 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $261.70万 | 0.85% | 90,000 | -6 | -0.0% | -$174 | 减仓 |
| NVDA | NVIDIA CORPORATION | $279.20万 | 0.91% | 16,011 | -1,450 | -8.3% | -$25.29万 | 减仓 |
| IEFA | ISHARES TR | $412.80万 | 1.34% | 45,603 | -288 | -0.6% | -$2.61万 | 减仓 |
| IJS | ISHARES TR | $422.50万 | 1.37% | 35,668 | -122 | -0.3% | -$1.45万 | 减仓 |
| IJJ | ISHARES TR | $426.80万 | 1.39% | 32,210 | -69 | -0.2% | -$9,143 | 减仓 |
| IJT | ISHARES TR | $578.40万 | 1.88% | 39,970 | -778 | -1.9% | -$11.26万 | 减仓 |
| GOOGL | ALPHABET INC | $583.90万 | 1.90% | 20,304 | -5 | -0.0% | -$1,438 | 减仓 |
| IJK | ISHARES TR | $626.90万 | 2.04% | 62,308 | -648 | -1.0% | -$6.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $776.70万 | 2.53% | 20,983 | -1,634 | -7.2% | -$60.48万 | 减仓 |
| IVE | ISHARES TR | $812.10万 | 2.64% | 38,460 | -312 | -0.8% | -$6.59万 | 减仓 |
| GOOG | ALPHABET INC | $816.70万 | 2.66% | 28,471 | -485 | -1.7% | -$13.91万 | 减仓 |
| AAPL | APPLE INC | $1,139.20万 | 3.71% | 44,887 | -780 | -1.7% | -$19.80万 | 减仓 |
| IVW | ISHARES TR | $1,256.30万 | 4.09% | 111,071 | -937 | -0.8% | -$10.60万 | 减仓 |
| IJR | ISHARES TR | $1,418.10万 | 4.61% | 114,077 | -12,189 | -9.7% | -$151.52万 | 减仓 |
| IWB | ISHARES TR | $1,921.50万 | 6.25% | 53,891 | -3,003 | -5.3% | -$107.07万 | 减仓 |
| IJH | ISHARES TR | $2,216.20万 | 7.21% | 328,185 | 33,416 | 11.3% | $225.65万 | 加仓 |
| QUAL | ISHARES TR | $2,556.40万 | 8.32% | 133,280 | 492 | 0.4% | $9.44万 | 加仓 |
| IVV | ISHARES TR | $8,387.50万 | 27.29% | 128,404 | 258 | 0.2% | $16.85万 | 加仓 |