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 |
|---|---|---|---|---|---|---|---|---|
| KEY | KEYCORP | $0 | 0.00% | 0 | -1,600 | -100.0% | -$3.30万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -170 | -100.0% | -$2.40万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -374 | -100.0% | -$1.90万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -93 | -100.0% | -$1.80万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.80万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.70万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -504 | -100.0% | -$1.70万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -15,700 | -100.0% | -$9,000 | 清仓 |
| — | ALLURION TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,347 | -100.0% | -$8,000 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | -57 | -100.0% | -$8,000 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -99 | -100.0% | -$6,000 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -125 | -100.0% | -$6,000 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -47 | -100.0% | -$5,000 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,000 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -12 | -100.0% | -$2,000 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | FORESIGHT AUTONOMOUS HLDGS L | $0 | 0.00% | 2 | -5 | -71.4% | — | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2 | -100.0% | — | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | VYNE THERAPEUTICS INC | $0 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 5 | 5 | — | — | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 50 | 50 | — | — | 新建仓 |