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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $14.30万 | 0.05% | 2,330 | 0 | 0.0% | — | 不变 |
| 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 |
| NEM | NEWMONT CORP | $13.00万 | 0.04% | 1,201 | -115 | -8.7% | -$1.24万 | 减仓 |
| AZO | AUTOZONE INC | $12.80万 | 0.04% | 38 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $12.50万 | 0.04% | 1,035 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $12.00万 | 0.04% | 1,167 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.70万 | 0.04% | 481 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $11.50万 | 0.04% | 1,325 | -250 | -15.9% | -$2.17万 | 减仓 |
| LOW | LOWES COS INC | $11.40万 | 0.04% | 482 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $10.80万 | 0.04% | 73 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $10.60万 | 0.03% | 935 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $10.50万 | 0.03% | 222 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $10.40万 | 0.03% | 7,000 | 7,000 | — | $10.40万 | 新建仓 |
| SHY | ISHARES TR | $10.20万 | 0.03% | 1,234 | 109 | 9.7% | $9,010 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $9.70万 | 0.03% | 737 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $9.50万 | 0.03% | 2,241 | 111 | 5.2% | $4,705 | 加仓 |
| AVGO | BROADCOM INC | $9.30万 | 0.03% | 300 | 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 |
| LIN | LINDE PLC | $9.00万 | 0.03% | 182 | 0 | 0.0% | — | 不变 |
| 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 |
| ESGU | ISHARES TR | $8.80万 | 0.03% | 621 | 137 | 28.3% | $1.94万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8.60万 | 0.03% | 1,119 | 0 | 0.0% | — | 不变 |
| 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 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8.40万 | 0.03% | 1,478 | 22 | 1.5% | $1,250 | 加仓 |
| ETN | EATON CORP PLC | $8.10万 | 0.03% | 226 | 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 |
| VXUS | VANGUARD STAR FDS | $7.70万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $7.20万 | 0.02% | 553 | 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 |
| UTG | REAVES UTIL INCOME FD | $6.70万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $6.40万 | 0.02% | 1,093 | -188 | -14.7% | -$1.10万 | 减仓 |
| ACWI | ISHARES TR | $6.40万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6.30万 | 0.02% | 400 | -75 | -15.8% | -$1.18万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6.30万 | 0.02% | 782 | 82 | 11.7% | $6,606 | 加仓 |
| PGR | PROGRESSIVE CORP | $6.20万 | 0.02% | 311 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $6.20万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $6.20万 | 0.02% | 772 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $6.10万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $6.00万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $5.90万 | 0.02% | 629 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $5.80万 | 0.02% | 319 | 0 | 0.0% | — | 不变 |
| — | TOTALENERGIES SE | $5.60万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $5.50万 | 0.02% | 647 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $5.50万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $5.40万 | 0.02% | 1,165 | -185 | -13.7% | -$8,575 | 减仓 |
| WMT | WALMART INC | $5.30万 | 0.02% | 428 | -6,079 | -93.4% | -$75.28万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $5.30万 | 0.02% | 4,500 | 150 | 3.4% | $1,767 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5.10万 | 0.02% | 12 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.10万 | 0.02% | 1,152 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $5.00万 | 0.02% | 711 | -39 | -5.2% | -$2,743 | 减仓 |
| CVX | CHEVRON CORPORATION | $4.90万 | 0.02% | 238 | -500 | -67.8% | -$10.29万 | 减仓 |
| EIX | EDISON INTL | $4.50万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $4.40万 | 0.01% | 584 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $4.10万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.00万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4.00万 | 0.01% | 400 | 0 | 0.0% | — | 重新持有 |
| MCD | MCDONALDS CORP | $3.90万 | 0.01% | 126 | -85 | -40.3% | -$2.63万 | 减仓 |
| MOAT | VANECK ETF TRUST | $3.90万 | 0.01% | 402 | -48 | -10.7% | -$4,657 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3.90万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.90万 | 0.01% | 188 | 1 | 0.5% | $207 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.90万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.80万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3.70万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3.70万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| AMRC | AMERESCO INC | $3.60万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $3.60万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $3.50万 | 0.01% | 545 | -5 | -0.9% | -$321 | 减仓 |
| RACE | FERRARI N V | $3.40万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $3.30万 | 0.01% | 2,270 | 670 | 41.9% | $9,740 | 加仓 |
| MET | METLIFE INC | $3.30万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.30万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $3.20万 | 0.01% | 637 | -1,997 | -75.8% | -$10.03万 | 减仓 |
| ESML | ISHARES TR | $3.20万 | 0.01% | 675 | 111 | 19.7% | $5,262 | 加仓 |
| GME | GAMESTOP CORP | $3.10万 | 0.01% | 1,360 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.00万 | 0.01% | 228 | -1,000 | -81.4% | -$13.16万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $3.00万 | 0.01% | 683 | -217 | -24.1% | -$9,531 | 减仓 |
| CPRT | COPART INC | $3.00万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $3.00万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $3.00万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2.90万 | 0.01% | 1,041 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $2.90万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.90万 | 0.01% | 143 | -26 | -15.4% | -$5,273 | 减仓 |
| KR | KROGER CO | $2.90万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $2.80万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.80万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $2.80万 | 0.01% | 215 | 3 | 1.4% | $391 | 加仓 |
| PSMT | PRICESMART INC | $2.70万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2.60万 | 0.01% | 125 | -75 | -37.5% | -$1.56万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $2.60万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.60万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.60万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |