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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $72.60万 | 0.21% | 4,790 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.70万 | 0.21% | 5,319 | -160 | -2.9% | -$2.19万 | 减仓 |
| ES | EVERSOURCE ENERGY | $79.40万 | 0.23% | 10,983 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $84.20万 | 0.24% | 8,102 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $87.30万 | 0.25% | 863 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY &CO | $98.00万 | 0.28% | 817 | -750 | -47.9% | -$89.96万 | 减仓 |
| ORCL | ORACLE CORP | $99.00万 | 0.28% | 6,759 | -35 | -0.5% | -$5,126 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $100.70万 | 0.29% | 3,965 | -210 | -5.0% | -$5.33万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $101.00万 | 0.29% | 2,015 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $104.30万 | 0.30% | 1,115 | -10 | -0.9% | -$9,354 | 减仓 |
| SPYV | SPDR SERIES TRUST | $114.80万 | 0.33% | 18,878 | -1,300 | -6.4% | -$7.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $115.40万 | 0.33% | 1,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $120.00万 | 0.34% | 2,131 | -240 | -10.1% | -$13.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $126.90万 | 0.36% | 3,751 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.40万 | 0.37% | 2,586 | -250 | -8.8% | -$12.51万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $134.30万 | 0.38% | 11,283 | -500 | -4.2% | -$5.95万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $135.40万 | 0.38% | 5,501 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE &CO | $150.40万 | 0.43% | 4,594 | -105 | -2.2% | -$3.44万 | 减仓 |
| V | VISA INC | $153.10万 | 0.43% | 4,463 | -50 | -1.1% | -$1.72万 | 减仓 |
| AMZN | AMAZON COM INC | $203.40万 | 0.58% | 8,534 | -313 | -3.5% | -$7.46万 | 减仓 |
| ITOT | ISHARES TR | $221.00万 | 0.63% | 13,452 | -3,502 | -20.7% | -$57.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $221.20万 | 0.63% | 2,962 | 1,097 | 58.8% | $81.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $232.90万 | 0.66% | 11,637 | -4,374 | -27.3% | -$87.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $264.40万 | 0.75% | 3,657 | -300 | -7.6% | -$21.69万 | 减仓 |
| SMMD | ISHARES TR | $275.00万 | 0.78% | 30,015 | -622 | -2.0% | -$5.70万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $309.70万 | 0.88% | 84,000 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $325.20万 | 0.92% | 90,000 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $437.20万 | 1.24% | 45,268 | -335 | -0.7% | -$3.24万 | 减仓 |
| IJJ | ISHARES TR | $475.10万 | 1.35% | 32,160 | -50 | -0.2% | -$7,387 | 减仓 |
| IJS | ISHARES TR | $485.00万 | 1.38% | 35,485 | -183 | -0.5% | -$2.50万 | 减仓 |
| IJT | ISHARES TR | $706.80万 | 2.01% | 39,575 | -395 | -1.0% | -$7.05万 | 减仓 |
| IJK | ISHARES TR | $718.80万 | 2.04% | 61,174 | -1,134 | -1.8% | -$13.32万 | 减仓 |
| GOOGL | ALPHABET INC | $721.80万 | 2.05% | 20,197 | -107 | -0.5% | -$3.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $778.40万 | 2.21% | 20,868 | -115 | -0.5% | -$4.29万 | 减仓 |
| IVE | ISHARES TR | $871.00万 | 2.47% | 38,359 | -101 | -0.3% | -$2.29万 | 减仓 |
| GOOG | ALPHABET INC | $992.30万 | 2.82% | 28,085 | -386 | -1.4% | -$13.64万 | 减仓 |
| AAPL | APPLE INC | $1,260.90万 | 3.58% | 43,574 | -1,313 | -2.9% | -$37.99万 | 减仓 |
| IVW | ISHARES TR | $1,503.40万 | 4.27% | 109,316 | -1,755 | -1.6% | -$24.14万 | 减仓 |
| IJR | ISHARES TR | $1,696.70万 | 4.82% | 114,399 | 322 | 0.3% | $4.78万 | 加仓 |
| IWB | ISHARES TR | $2,205.30万 | 6.26% | 53,853 | -38 | -0.1% | -$1.56万 | 减仓 |
| IJH | ISHARES TR | $2,592.00万 | 7.36% | 336,148 | 7,963 | 2.4% | $61.40万 | 加仓 |
| QUAL | ISHARES TR | $2,945.40万 | 8.36% | 134,229 | 949 | 0.7% | $20.82万 | 加仓 |
| IVV | ISHARES TR | $9,696.10万 | 27.53% | 129,473 | 1,069 | 0.8% | $80.06万 | 加仓 |