13F 机构持仓

Centerpoint Advisors, LLC

NEEDHAM MA · SEC CIK 0001733788

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 27.3%
QUAL 8.3%
IJH 7.2%
IWB 6.3%
IJR 4.6%
IVW 4.1%
AAPL 3.7%
GOOG 2.7%
IVE 2.6%
MSFT 2.5%

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
NYT NEW YORK TIMES CO MTN BE $2.60万0.01%314 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $2.60万0.01%700 00.0% — 不变
RKLB ROCKET LAB CORP $2.60万0.01%400 10033.3% $6,500 加仓
ADP AUTOMATIC DATA PROCESSING IN $2.50万0.01%125 00.0% — 不变
WCC WESCO INTL INC $2.50万0.01%93 -25-21.2% -$6,720 减仓
LFUS LITTELFUSE INC $2.50万0.01%75 -23-23.5% -$7,667 减仓
EMR EMERSON ELEC CO $2.50万0.01%190 00.0% — 不变
VMI VALMONT INDS INC $2.50万0.01%63 00.0% — 不变
UNP UNION PAC CORP $2.50万0.01%102 00.0% — 不变
MTDR MATADOR RES CO $2.50万0.01%397 -89-18.3% -$5,605 减仓
LMAT LEMAITRE VASCULAR INC $2.50万0.01%228 00.0% — 不变
FTMA PUTNAM ETF TRUST $2.40万0.01%2,700 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $2.40万0.01%1,000 00.0% — 不变
NVT NVENT ELEC PLC $2.40万0.01%207 00.0% — 不变
BOTZ GLOBAL X FDS $2.30万0.01%700 00.0% — 不变
HACK AMPLIFY ETF TR $2.30万0.01%300 00.0% — 不变
UPS UNITED PARCEL SVCS INC $2.30万0.01%229 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $2.30万0.01%117 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $2.20万0.01%320 -54-14.4% -$3,712 减仓
YOU CLEAR SECURE INC $2.20万0.01%456 -255-35.9% -$1.23万 减仓
CCI CROWN CASTLE INC $2.20万0.01%275 41.5% $320 加仓
BF/B BROWN FORMAN CORP $2.20万0.01%837 00.0% — 不变
CTRE CARETRUST REIT INC $2.20万0.01%588 00.0% — 不变
KLIC KULICKE &SOFFA INDS INC $2.20万0.01%331 -137-29.3% -$9,106 减仓
NDSN NORDSON CORP $2.20万0.01%84 00.0% — 不变
AAON AAON INC $2.20万0.01%260 00.0% — 不变
FMS FRESENIUS MEDICAL CARE AG $2.10万0.01%944 00.0% — 不变
RS RELIANCE INC $2.10万0.01%69 00.0% — 不变
— SEALED AIR CORP NEW $2.10万0.01%488 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $2.10万0.01%219 3921.7% $3,740 加仓
CGNX COGNEX CORP $2.10万0.01%438 00.0% — 不变
POWI POWER INTEGRATIONS INC $2.10万0.01%412 00.0% — 不变
PRDO PERDOCEO ED CORP $2.10万0.01%560 10924.2% $4,088 加仓
STE STERIS PLC $2.00万0.01%90 00.0% — 不变
RGLD ROYAL GOLD INC $2.00万0.01%80 -18-18.4% -$4,500 减仓
HOMB HOME BANCSHARES INC $2.00万0.01%748 00.0% — 不变
CMCSA COMCAST CORP NEW $2.00万0.01%683 40.6% $117 加仓
BC BRUNSWICK CORP $2.00万0.01%269 00.0% — 不变
C CITIGROUP INC $2.00万0.01%175 00.0% — 不变
TRNO TERRENO RLTY CORP $2.00万0.01%326 00.0% — 不变
CPK CHESAPEAKE UTILS CORP $2.00万0.01%156 00.0% — 不变
NLR VANECK ETF TRUST $2.00万0.01%150 00.0% — 不变
AZZ AZZ INC $2.00万0.01%156 00.0% — 不变
BHP BHP BILLITON LIMITED $2.00万0.01%275 00.0% — 不变
SXI STANDEX INTL CORP $2.00万0.01%79 00.0% — 不变
LULU LULULEMON ATHLETICA INC $1.90万0.01%125 00.0% — 不变
HPQ HP INC $1.90万0.01%1,000 00.0% — 不变
CHDN CHURCHILL DOWNS INC $1.90万0.01%215 3922.2% $3,447 加仓
CASY CASEYS GEN STORES INC $1.90万0.01%26 -10-27.8% -$7,308 减仓
RHP RYMAN HOSPITALITY PPTYS INC $1.90万0.01%204 00.0% — 不变
DKS DICKS SPORTING GOODS INC $1.90万0.01%98 00.0% — 不变
LSTR LANDSTAR SYS INC $1.90万0.01%120 00.0% — 不变
TRU TRANSUNION $1.80万0.01%259 00.0% — 不变
JKHY HENRY JACK &ASSOC INC $1.80万0.01%117 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $1.80万0.01%191 3220.1% $3,016 加仓
GFL GFL ENVIRONMENTAL INC $1.80万0.01%434 00.0% — 不变
CSL CARLISLE COS INC $1.80万0.01%55 00.0% — 不变
PB PROSPERITY BANCSHARES INC $1.80万0.01%267 00.0% — 不变
MORN MORNINGSTAR INC $1.80万0.01%109 3038.0% $4,954 加仓
KBR KBR INC $1.80万0.01%479 7418.3% $2,781 加仓
BSY BENTLEY SYS INC $1.80万0.01%508 12733.3% $4,500 加仓
DE DEERE &CO $1.80万0.01%31 00.0% — 不变
NSSC NAPCO SEC TECHNOLOGIES INC $1.80万0.01%452 452— $1.80万 新建仓
SFBS SERVISFIRST BANCSHARES INC $1.80万0.01%254 254— $1.80万 新建仓
JOBY JOBY AVIATION INC $1.70万0.01%2,100 00.0% — 不变
USPH U S PHYSICAL THERAPY $1.70万0.01%224 00.0% — 不变
PRI PRIMERICA INC $1.70万0.01%67 00.0% — 不变
FSV FIRSTSERVICE CORP NEW $1.70万0.01%121 2323.5% $3,231 加仓
PATK PATRICK INDS INC $1.70万0.01%153 7288.9% $8,000 加仓
CRM SALESFORCE INC $1.60万0.01%86 00.0% — 不变
HLNE HAMILTON LANE INC $1.60万0.01%163 00.0% — 不变
BXP BXP INC $1.60万0.01%300 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $1.60万0.01%410 00.0% — 不变
DPZ DOMINOS PIZZA INC $1.60万0.01%44 00.0% — 不变
IWM ISHARES TR $1.60万0.01%63 -11-14.9% -$2,794 减仓
WTAI WISDOMTREE TR $1.60万0.01%575 00.0% — 不变
CMS CMS ENERGY CORP $1.60万0.01%203 00.0% — 不变
ESGD ISHARES TR $1.60万0.01%166 3022.1% $2,892 加仓
— ISHARES TR $1.60万0.01%195 4328.3% $3,528 加仓
VLTO VERALTO CORP $1.60万0.01%184 184— $1.60万 新建仓
NKE NIKE INC $1.50万0.00%292 00.0% — 不变
CHE CHEMED CORP NEW $1.50万0.00%41 00.0% — 不变
EVLV EVOLV TECHNOLOGIES HLDNGS IN $1.50万0.00%2,500 00.0% — 不变
UBER UBER TECHNOLOGIES INC $1.50万0.00%210 00.0% — 不变
— NUVEEN CORE EQUITY ALPHA FD $1.50万0.00%1,000 00.0% — 不变
ECL ECOLAB INC $1.50万0.00%58 00.0% — 不变
BIIB BIOGEN INC $1.50万0.00%83 00.0% — 不变
CNS COHEN &STEERS INC $1.50万0.00%240 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $1.50万0.00%1,000 00.0% — 不变
ARM ARM HOLDINGS PLC $1.50万0.00%100 00.0% — 不变
— FIDELITY ETHEREUM FD $1.40万0.00%690 -40-5.5% -$812 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1.40万0.00%184 00.0% — 不变
CVS CVS HEALTH CORP $1.40万0.00%200 00.0% — 不变
SNX TD SYNNEX CORPORATION $1.40万0.00%81 81— $1.40万 新建仓
BA BOEING CO $1.30万0.00%64 -100-61.0% -$2.03万 减仓
WING WINGSTOP INC $1.30万0.00%86 00.0% — 不变
NVO NOVO-NORDISK A S $1.30万0.00%350 10040.0% $3,714 加仓
ATR APTARGROUP INC $1.30万0.00%105 00.0% — 不变
UFPI UFP INDUSTRIES INC $1.30万0.00%140 00.0% — 不变
FLR FLUOR CORP $1.30万0.00%268 00.0% — 不变