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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,696.10万 | 27.53% | 129,473 | 1,069 | 0.8% | $80.06万 | 加仓 |
| QUAL | ISHARES TR | $2,945.40万 | 8.36% | 134,229 | 949 | 0.7% | $20.82万 | 加仓 |
| IJH | ISHARES TR | $2,592.00万 | 7.36% | 336,148 | 7,963 | 2.4% | $61.40万 | 加仓 |
| IWB | ISHARES TR | $2,205.30万 | 6.26% | 53,853 | -38 | -0.1% | -$1.56万 | 减仓 |
| IJR | ISHARES TR | $1,696.70万 | 4.82% | 114,399 | 322 | 0.3% | $4.78万 | 加仓 |
| IVW | ISHARES TR | $1,503.40万 | 4.27% | 109,316 | -1,755 | -1.6% | -$24.14万 | 减仓 |
| AAPL | APPLE INC | $1,260.90万 | 3.58% | 43,574 | -1,313 | -2.9% | -$37.99万 | 减仓 |
| GOOG | ALPHABET INC | $992.30万 | 2.82% | 28,085 | -386 | -1.4% | -$13.64万 | 减仓 |
| IVE | ISHARES TR | $871.00万 | 2.47% | 38,359 | -101 | -0.3% | -$2.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $778.40万 | 2.21% | 20,868 | -115 | -0.5% | -$4.29万 | 减仓 |
| GOOGL | ALPHABET INC | $721.80万 | 2.05% | 20,197 | -107 | -0.5% | -$3.82万 | 减仓 |
| IJK | ISHARES TR | $718.80万 | 2.04% | 61,174 | -1,134 | -1.8% | -$13.32万 | 减仓 |
| IJT | ISHARES TR | $706.80万 | 2.01% | 39,575 | -395 | -1.0% | -$7.05万 | 减仓 |
| IJS | ISHARES TR | $485.00万 | 1.38% | 35,485 | -183 | -0.5% | -$2.50万 | 减仓 |
| IJJ | ISHARES TR | $475.10万 | 1.35% | 32,160 | -50 | -0.2% | -$7,387 | 减仓 |
| IEFA | ISHARES TR | $437.20万 | 1.24% | 45,268 | -335 | -0.7% | -$3.24万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $325.20万 | 0.92% | 90,000 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $309.70万 | 0.88% | 84,000 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $275.00万 | 0.78% | 30,015 | -622 | -2.0% | -$5.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $264.40万 | 0.75% | 3,657 | -300 | -7.6% | -$21.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $232.90万 | 0.66% | 11,637 | -4,374 | -27.3% | -$87.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $221.20万 | 0.63% | 2,962 | 1,097 | 58.8% | $81.92万 | 加仓 |
| ITOT | ISHARES TR | $221.00万 | 0.63% | 13,452 | -3,502 | -20.7% | -$57.53万 | 减仓 |
| AMZN | AMAZON COM INC | $203.40万 | 0.58% | 8,534 | -313 | -3.5% | -$7.46万 | 减仓 |
| V | VISA INC | $153.10万 | 0.43% | 4,463 | -50 | -1.1% | -$1.72万 | 减仓 |
| JPM | JPMORGAN CHASE &CO | $150.40万 | 0.43% | 4,594 | -105 | -2.2% | -$3.44万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $135.40万 | 0.38% | 5,501 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $134.30万 | 0.38% | 11,283 | -500 | -4.2% | -$5.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.40万 | 0.37% | 2,586 | -250 | -8.8% | -$12.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $126.90万 | 0.36% | 3,751 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $120.00万 | 0.34% | 2,131 | -240 | -10.1% | -$13.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $115.40万 | 0.33% | 1,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $114.80万 | 0.33% | 18,878 | -1,300 | -6.4% | -$7.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.30万 | 0.30% | 1,115 | -10 | -0.9% | -$9,354 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $101.00万 | 0.29% | 2,015 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON &JOHNSON | $100.70万 | 0.29% | 3,965 | -210 | -5.0% | -$5.33万 | 减仓 |
| ORCL | ORACLE CORP | $99.00万 | 0.28% | 6,759 | -35 | -0.5% | -$5,126 | 减仓 |
| LLY | ELI LILLY &CO | $98.00万 | 0.28% | 817 | -750 | -47.9% | -$89.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $87.30万 | 0.25% | 863 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $84.20万 | 0.24% | 8,102 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $79.40万 | 0.23% | 10,983 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.70万 | 0.21% | 5,319 | -160 | -2.9% | -$2.19万 | 减仓 |
| TJX | TJX COS INC NEW | $72.60万 | 0.21% | 4,790 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $72.10万 | 0.20% | 2,459 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $67.40万 | 0.19% | 1,910 | 1 | 0.1% | $353 | 加仓 |
| VTI | VANGUARD INDEX FDS | $67.20万 | 0.19% | 1,815 | 15 | 0.8% | $5,554 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $61.90万 | 0.18% | 1,250 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $59.60万 | 0.17% | 1,160 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $55.40万 | 0.16% | 12,104 | 12,104 | — | $55.40万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $55.00万 | 0.16% | 17,342 | 5 | 0.0% | $159 | 加仓 |
| KO | COCA COLA CO | $53.40万 | 0.15% | 6,574 | 5,990 | 1,025.7% | $48.66万 | 加仓 |
| IXC | ISHARES TR | $53.00万 | 0.15% | 10,782 | 26 | 0.2% | $1,278 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.80万 | 0.15% | 1,247 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $49.60万 | 0.14% | 1,250 | -250 | -16.7% | -$9.92万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $48.40万 | 0.14% | 3,650 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $48.20万 | 0.14% | 1,197 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $47.20万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $46.80万 | 0.13% | 1,080 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $44.40万 | 0.13% | 1,205 | 6 | 0.5% | $2,211 | 加仓 |
| IWD | ISHARES TR | $43.60万 | 0.12% | 1,800 | -370 | -17.1% | -$8.96万 | 减仓 |
| QQQ | INVESCO QQQ TR | $42.30万 | 0.12% | 574 | 162 | 39.3% | $11.94万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $42.20万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.80万 | 0.12% | 5,025 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.60万 | 0.12% | 1,087 | 75 | 7.4% | $2.80万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $37.60万 | 0.11% | 2,563 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $37.50万 | 0.11% | 4,267 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $37.30万 | 0.11% | 898 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $36.60万 | 0.10% | 6,850 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $34.60万 | 0.10% | 6,778 | 5 | 0.1% | $255 | 加仓 |
| SPGI | S&P GLOBAL INC | $32.50万 | 0.09% | 797 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $32.50万 | 0.09% | 473 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $32.30万 | 0.09% | 1,788 | -800 | -30.9% | -$14.45万 | 减仓 |
| GEV | GE VERNOVA INC | $31.30万 | 0.09% | 266 | 19 | 7.7% | $2.24万 | 加仓 |
| ABBV | ABBVIE INC | $29.70万 | 0.08% | 1,182 | -296 | -20.0% | -$7.44万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $29.30万 | 0.08% | 3,087 | -552 | -15.2% | -$5.24万 | 减仓 |
| IUSG | ISHARES TR | $28.80万 | 0.08% | 1,533 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $28.70万 | 0.08% | 2,556 | -457 | -15.2% | -$5.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.20万 | 0.08% | 1,480 | 1,480 | — | $28.20万 | 新建仓 |
| PEP | PEPSICO INC | $26.00万 | 0.07% | 1,918 | 75 | 4.1% | $1.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.60万 | 0.07% | 2,192 | -100 | -4.4% | -$1.17万 | 减仓 |
| CSCO | CISCO SYS INC | $25.60万 | 0.07% | 2,180 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.50万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $23.80万 | 0.07% | 1,250 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.90万 | 0.07% | 2,378 | 140 | 6.3% | $1.35万 | 加仓 |
| CAT | CATERPILLAR INC | $22.90万 | 0.07% | 215 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $21.70万 | 0.06% | 958 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $20.90万 | 0.06% | 497 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $20.60万 | 0.06% | 684 | -46 | -6.3% | -$1.39万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $19.40万 | 0.06% | 3,149 | 76 | 2.5% | $4,682 | 加仓 |
| AMT | AMERICAN TOWER CORP | $19.10万 | 0.05% | 1,165 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $18.90万 | 0.05% | 2,624 | -2,000 | -43.3% | -$14.41万 | 减仓 |
| IWF | ISHARES TR | $18.60万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $18.60万 | 0.05% | 3,108 | 3,108 | — | $18.60万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $17.10万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $16.80万 | 0.05% | 1,701 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $16.50万 | 0.05% | 2,901 | 201 | 7.4% | $1.14万 | 加仓 |
| INTC | INTEL CORP | $16.10万 | 0.05% | 1,152 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $16.00万 | 0.05% | 780 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $14.90万 | 0.04% | 1,253 | -462 | -26.9% | -$5.49万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $14.50万 | 0.04% | 1,151 | 0 | 0.0% | — | 不变 |