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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $14.30万 | 0.04% | 1,309 | -415 | -24.1% | -$4.53万 | 减仓 |
| 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 |
| NFLX | NETFLIX INC. | $13.40万 | 0.04% | 1,871 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $13.30万 | 0.04% | 1,035 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $12.40万 | 0.04% | 2,330 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $12.30万 | 0.03% | 3,224 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $12.10万 | 0.03% | 5,848 | 2 | 0.0% | $41 | 加仓 |
| 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 |
| GWW | WW GRAINGER INC | $11.30万 | 0.03% | 83 | 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 |
| — | 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 |
| 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 |
| ESGU | ISHARES TR | $10.50万 | 0.03% | 642 | 21 | 3.4% | $3,435 | 加仓 |
| 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 |
| ED | CONSOLIDATED EDISON INC | $10.30万 | 0.03% | 935 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.80万 | 0.03% | 1,119 | 0 | 0.0% | — | 不变 |
| 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 |
| IDV | ISHARES TR | $9.50万 | 0.03% | 2,298 | 57 | 2.5% | $2,356 | 加仓 |
| AVGO | BROADCOM INC | $9.30万 | 0.03% | 245 | -55 | -18.3% | -$2.09万 | 减仓 |
| RTX | RTX CORPORATION | $8.90万 | 0.03% | 471 | 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 |
| CTAS | CINTAS CORP | $8.60万 | 0.02% | 505 | 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 |
| 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 |
| HONA | HONEYWELL AEROSPACE INC | $8.20万 | 0.02% | 371 | 371 | — | $8.20万 | 新建仓 |
| 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 |
| 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 |
| 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 |
| PYLD | PIMCO ETF TR | $7.40万 | 0.02% | 2,794 | 2,794 | — | $7.40万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $7.30万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $7.20万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7.10万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $7.10万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $7.00万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $6.90万 | 0.02% | 310 | -60 | -16.2% | -$1.34万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $6.90万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $6.80万 | 0.02% | 1,102 | 9 | 0.8% | $555 | 加仓 |
| PGR | PROGRESSIVE CORP | $6.80万 | 0.02% | 311 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $6.60万 | 0.02% | 1,165 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $6.40万 | 0.02% | 586 | -44 | -7.0% | -$4,805 | 减仓 |
| PAAA | PGIM ETF TR | $6.40万 | 0.02% | 1,250 | 1,250 | — | $6.40万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $6.20万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6.10万 | 0.02% | 375 | -100 | -21.1% | -$1.63万 | 减仓 |
| RIO | RIO TINTO PLC | $6.10万 | 0.02% | 638 | 9 | 1.4% | $861 | 加仓 |
| IEMG | ISHARES INC | $6.00万 | 0.02% | 719 | 8 | 1.1% | $668 | 加仓 |
| CVX | CHEVRON CORPORATION | $5.90万 | 0.02% | 354 | 116 | 48.7% | $1.93万 | 加仓 |
| SOXX | ISHARES TR | $5.40万 | 0.02% | 85 | 55 | 183.3% | $3.49万 | 加仓 |
| ALC | ALCON AG | $5.30万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $5.30万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $4.80万 | 0.01% | 428 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $4.80万 | 0.01% | 2,870 | 600 | 26.4% | $1.00万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.70万 | 0.01% | 189 | 1 | 0.5% | $249 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $4.70万 | 0.01% | 2,450 | 2,450 | — | $4.70万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.60万 | 0.01% | 375 | -25 | -6.2% | -$3,067 | 减仓 |
| EIX | EDISON INTL | $4.60万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.50万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $4.50万 | 0.01% | 148 | 148 | — | $4.50万 | 新建仓 |
| KLIC | KULICKE &SOFFA INDS INC | $4.40万 | 0.01% | 330 | -1 | -0.3% | -$133 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $4.30万 | 0.01% | 470 | -177 | -27.4% | -$1.62万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $4.30万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.30万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $4.30万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.20万 | 0.01% | 789 | 7 | 0.9% | $373 | 加仓 |
| MOAT | VANECK ETF TRUST | $4.20万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4.20万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4.20万 | 0.01% | 269 | 183 | 212.8% | $2.86万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $4.10万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $4.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.00万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $4.00万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $3.90万 | 0.01% | 267 | -2 | -0.7% | -$292 | 减仓 |
| AMRC | AMERESCO INC | $3.90万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.90万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3.90万 | 0.01% | 700 | 25 | 3.7% | $1,393 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3.80万 | 0.01% | 600 | -750 | -55.6% | -$4.75万 | 减仓 |
| URA | GLOBAL X FDS | $3.70万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $3.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3.50万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $3.50万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $3.50万 | 0.01% | 177 | -1 | -0.6% | -$198 | 减仓 |
| ARM | ARM HOLDINGS PLC | $3.50万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.40万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $3.40万 | 0.01% | 74 | -1 | -1.3% | -$459 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.40万 | 0.01% | 1,016 | 971 | 2,157.8% | $3.25万 | 重新持有 |
| AAON | AAON INC | $3.30万 | 0.01% | 259 | -1 | -0.4% | -$127 | 减仓 |