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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $1.60万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $1.60万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $1.50万 | 0.00% | 505 | -3 | -0.6% | -$89 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.50万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1.50万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $1.50万 | 0.00% | 498 | 194 | 63.8% | $5,843 | 加仓 |
| WING | WINGSTOP INC | $1.50万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.50万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.40万 | 0.00% | 72 | -247 | -77.4% | -$4.80万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1.40万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1.40万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $1.40万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.40万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1.30万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $1.30万 | 0.00% | 162 | -1 | -0.6% | -$80 | 减仓 |
| GLW | CORNING INC | $1.30万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.30万 | 0.00% | 37 | 37 | — | $1.30万 | 新建仓 |
| IHI | ISHARES TR | $1.30万 | 0.00% | 266 | 266 | — | $1.30万 | 新建仓 |
| NKE | NIKE INC | $1.20万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.20万 | 0.00% | 190 | 25 | 15.2% | $1,579 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.20万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $1.20万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.10万 | 0.00% | 182 | -2 | -1.1% | -$121 | 减仓 |
| — | FIDELITY ETHEREUM FD | $1.10万 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.10万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1.10万 | 0.00% | 1,357 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.10万 | 0.00% | 75 | 75 | — | $1.10万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $1.10万 | 0.00% | 336 | 336 | — | $1.10万 | 新建仓 |
| BPOP | POPULAR INC | $1.10万 | 0.00% | 69 | 69 | — | $1.10万 | 新建仓 |
| AMGN | AMGEN INC | $1.00万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.00万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1.00万 | 0.00% | 178 | 3 | 1.7% | $169 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.00万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $1.00万 | 0.00% | 15 | 15 | — | $1.00万 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $9,000 | 0.00% | 300 | -200 | -40.0% | -$6,000 | 减仓 |
| SYM | SYMBOTIC INC | $9,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $9,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $9,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $9,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $9,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $9,000 | 0.00% | 22 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |