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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -450 | -100.0% | -$8.90万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$3.30万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -125 | -100.0% | -$2.60万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -488 | -100.0% | -$2.10万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -267 | -100.0% | -$1.80万 | 清仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.50万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -500 | -100.0% | -$1.10万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$1.10万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -347 | -100.0% | -$9,000 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -45 | -100.0% | -$8,000 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -100 | -100.0% | -$6,000 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -200 | -100.0% | -$5,000 | 清仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $0 | 0.00% | 0 | -500 | -100.0% | -$5,000 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -84 | -100.0% | -$5,000 | 清仓 |
| IHAK | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$4,000 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -1,700 | -100.0% | -$3,000 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -75 | -100.0% | -$2,000 | 清仓 |
| — | GAMESTOP CORP NEW | $0 | 0.00% | 4 | -132 | -97.1% | — | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $0 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FORESIGHT AUTONOMOUS HLDGS L | $0 | 0.00% | 0 | -2 | -100.0% | — | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | VYNE THERAPEUTICS INC | $0 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 6 | 6 | — | — | 新建仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 4 | 4 | — | — | 新建仓 |
| GME | GAMESTOP CORP | $1,000 | 0.00% | 40 | -1,320 | -97.1% | -$3.30万 | 减仓 |
| NIO | NIO INC | $1,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $1,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,000 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | BIRKS GROUP INC | $1,000 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $1,000 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $2,000 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $3,000 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $3,000 | 0.00% | 47 | 24 | 104.3% | $1,532 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,000 | 0.00% | 14 | 7 | 100.0% | $1,500 | 加仓 |
| BBY | BEST BUY INC | $3,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $3,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $4,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $4,000 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| KKR | KKR &CO INC | $4,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,000 | 0.00% | 77 | 39 | 102.6% | $2,026 | 加仓 |
| NVO | NOVO-NORDISK A S | $5,000 | 0.00% | 100 | -250 | -71.4% | -$1.25万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $5,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $5,000 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $5,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $6,000 | 0.00% | 8 | -18 | -69.2% | -$1.35万 | 减仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $6,000 | 0.00% | 1,560 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $7,000 | 0.00% | 176 | -234 | -57.1% | -$9,307 | 减仓 |
| GILD | GILEAD SCIENCES INC | $7,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $7,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $7,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7,000 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TBN | TAMBORAN RES CORP | $8,000 | 0.00% | 250 | -125 | -33.3% | -$4,000 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $8,000 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $8,000 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $8,000 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $8,000 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $8,000 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $8,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $8,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $8,000 | 0.00% | 1,000 | 1,000 | — | $8,000 | 新建仓 |
| WFG | WEST FRASER TIMBER CO LTD | $8,000 | 0.00% | 125 | 125 | — | $8,000 | 新建仓 |