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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.30万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| EE | EXCELERATE ENERGY INC | $1.30万 | 0.00% | 398 | 398 | — | $1.30万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $1.30万 | 0.00% | 304 | 304 | — | $1.30万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.20万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.20万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $1.20万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.20万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $1.20万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TBN | TAMBORAN RES CORP | $1.20万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1.10万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1.10万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1.10万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.10万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.00万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.00万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $1.00万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.00万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.00万 | 0.00% | 20 | 5 | 33.3% | $2,500 | 加仓 |
| TPB | TURNING PT BRANDS INC | $1.00万 | 0.00% | 113 | 113 | — | $1.00万 | 新建仓 |
| CNXC | CONCENTRIX CORP | $9,000 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $9,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $8,000 | 0.00% | 45 | -65 | -59.1% | -$1.16万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $8,000 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $8,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $8,000 | 0.00% | 409 | -25 | -5.8% | -$489 | 减仓 |
| GILD | GILEAD SCIENCES INC | $8,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $8,000 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $8,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $8,000 | 0.00% | 175 | 28 | 19.0% | $1,280 | 加仓 |
| NMAX | NEWSMAX INC | $7,000 | 0.00% | 1,357 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $7,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7,000 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $7,000 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $7,000 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $7,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $7,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $7,000 | 0.00% | 500 | 500 | — | $7,000 | 新建仓 |
| AYI | ACUITY INC | $7,000 | 0.00% | 24 | 24 | — | $7,000 | 新建仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $7,000 | 0.00% | 1,560 | 1,560 | — | $7,000 | 新建仓 |
| QCOM | QUALCOMM INC | $6,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $6,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5,000 | 0.00% | 4 | -2 | -33.3% | -$2,500 | 减仓 |
| FISV | FISERV INC | $5,000 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $5,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $5,000 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $5,000 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $5,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KKR | KKR &CO INC | $4,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $4,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $4,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $4,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $3,000 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $3,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $3,000 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $3,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $2,000 | 0.00% | 75 | 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 |
| AMTM | AMENTUM HOLDINGS INC | $2,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $2,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $2,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,000 | 0.00% | 38 | 29 | 322.2% | $1,526 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,000 | 0.00% | 7 | 7 | — | $2,000 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $2,000 | 0.00% | 80 | 80 | — | $2,000 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $2,000 | 0.00% | 12 | 12 | — | $2,000 | 新建仓 |
| IGF | ISHARES TR | $2,000 | 0.00% | 23 | 23 | — | $2,000 | 新建仓 |
| TLT | ISHARES TR | $2,000 | 0.00% | 18 | 18 | — | $2,000 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1,000 | 0.00% | 50 | -25 | -33.3% | -$500 | 减仓 |
| — | BIRKS GROUP INC | $1,000 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,000 | 0.00% | 51 | 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 |
| JD | JD.COM INC | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $1,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $1,000 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1,000 | 0.00% | 50 | -1 | -2.0% | -$20 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,000 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $1,000 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,000 | 0.00% | 50 | 50 | — | $1,000 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -73,047 | -100.0% | -$108.70万 | 清仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$89.70万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -5,000 | -100.0% | -$43.60万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$17.50万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$8.40万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -450 | -100.0% | -$8.30万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$5.10万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -300 | -100.0% | -$3.90万 | 清仓 |