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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,387.50万 | 27.29% | 128,404 | 258 | 0.2% | $16.85万 | 加仓 |
| QUAL | ISHARES TR | $2,556.40万 | 8.32% | 133,280 | 492 | 0.4% | $9.44万 | 加仓 |
| IJH | ISHARES TR | $2,216.20万 | 7.21% | 328,185 | 33,416 | 11.3% | $225.65万 | 加仓 |
| IWB | ISHARES TR | $1,921.50万 | 6.25% | 53,891 | -3,003 | -5.3% | -$107.07万 | 减仓 |
| IJR | ISHARES TR | $1,418.10万 | 4.61% | 114,077 | -12,189 | -9.7% | -$151.52万 | 减仓 |
| IVW | ISHARES TR | $1,256.30万 | 4.09% | 111,071 | -937 | -0.8% | -$10.60万 | 减仓 |
| AAPL | APPLE INC | $1,139.20万 | 3.71% | 44,887 | -780 | -1.7% | -$19.80万 | 减仓 |
| GOOG | ALPHABET INC | $816.70万 | 2.66% | 28,471 | -485 | -1.7% | -$13.91万 | 减仓 |
| IVE | ISHARES TR | $812.10万 | 2.64% | 38,460 | -312 | -0.8% | -$6.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $776.70万 | 2.53% | 20,983 | -1,634 | -7.2% | -$60.48万 | 减仓 |
| IJK | ISHARES TR | $626.90万 | 2.04% | 62,308 | -648 | -1.0% | -$6.52万 | 减仓 |
| GOOGL | ALPHABET INC | $583.90万 | 1.90% | 20,304 | -5 | -0.0% | -$1,438 | 减仓 |
| IJT | ISHARES TR | $578.40万 | 1.88% | 39,970 | -778 | -1.9% | -$11.26万 | 减仓 |
| IJJ | ISHARES TR | $426.80万 | 1.39% | 32,210 | -69 | -0.2% | -$9,143 | 减仓 |
| IJS | ISHARES TR | $422.50万 | 1.37% | 35,668 | -122 | -0.3% | -$1.45万 | 减仓 |
| IEFA | ISHARES TR | $412.80万 | 1.34% | 45,603 | -288 | -0.6% | -$2.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $279.20万 | 0.91% | 16,011 | -1,450 | -8.3% | -$25.29万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $261.70万 | 0.85% | 90,000 | -6 | -0.0% | -$174 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $260.10万 | 0.85% | 84,000 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $241.50万 | 0.79% | 16,954 | 1 | 0.0% | $142 | 加仓 |
| SMMD | ISHARES TR | $233.90万 | 0.76% | 30,637 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $184.20万 | 0.60% | 8,847 | -575 | -6.1% | -$11.97万 | 减仓 |
| LLY | ELI LILLY &CO | $144.10万 | 0.47% | 1,567 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE &CO | $138.20万 | 0.45% | 4,699 | -552 | -10.5% | -$16.23万 | 减仓 |
| V | VISA INC | $136.40万 | 0.44% | 4,513 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.90万 | 0.44% | 2,836 | 45 | 1.6% | $2.16万 | 加仓 |
| META | META PLATFORMS INC | $135.70万 | 0.44% | 2,371 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $135.20万 | 0.44% | 3,957 | -600 | -13.2% | -$20.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.30万 | 0.39% | 1,865 | -6 | -0.3% | -$3,902 | 减仓 |
| SPYG | SPDR SERIES TRUST | $115.40万 | 0.38% | 11,783 | -230 | -1.9% | -$2.25万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $114.20万 | 0.37% | 20,178 | -173 | -0.9% | -$9,791 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $113.50万 | 0.37% | 3,751 | -120 | -3.1% | -$3.63万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $113.20万 | 0.37% | 5,501 | -170 | -3.0% | -$3.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $112.10万 | 0.36% | 1,125 | -50 | -4.3% | -$4.98万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $102.00万 | 0.33% | 4,175 | -1,355 | -24.5% | -$33.10万 | 减仓 |
| ORCL | ORACLE CORP | $99.90万 | 0.33% | 6,794 | -65 | -0.9% | -$9,558 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.00万 | 0.32% | 2,015 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $93.00万 | 0.30% | 5,479 | -340 | -5.8% | -$5.77万 | 减仓 |
| EFA | ISHARES TR | $78.70万 | 0.26% | 8,102 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $76.50万 | 0.25% | 4,790 | -50 | -1.0% | -$7,985 | 减仓 |
| ES | EVERSOURCE ENERGY | $76.10万 | 0.25% | 10,983 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $73.00万 | 0.24% | 863 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $71.40万 | 0.23% | 2,459 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $62.80万 | 0.20% | 1,909 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $62.00万 | 0.20% | 10,756 | 300 | 2.9% | $1.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $58.00万 | 0.19% | 1,160 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $57.70万 | 0.19% | 1,800 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $53.20万 | 0.17% | 17,337 | -213 | -1.2% | -$6,536 | 减仓 |
| GLD | SPDR GOLD TR | $51.60万 | 0.17% | 1,199 | -381 | -24.1% | -$16.40万 | 减仓 |
| SYK | STRYKER CORPORATION | $49.30万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $47.70万 | 0.16% | 1,500 | -500 | -25.0% | -$15.90万 | 减仓 |
| SLV | ISHARES SILVER TR | $46.70万 | 0.15% | 6,850 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $46.40万 | 0.15% | 2,170 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $44.90万 | 0.15% | 1,250 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $43.50万 | 0.14% | 1,197 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $42.80万 | 0.14% | 2,588 | -825 | -24.2% | -$13.64万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $41.00万 | 0.13% | 3,650 | -100 | -2.7% | -$1.12万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.70万 | 0.13% | 5,025 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $40.00万 | 0.13% | 6,773 | 1,701 | 33.5% | $10.05万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $39.60万 | 0.13% | 4,267 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $39.00万 | 0.13% | 898 | 0 | 0.0% | — | 不变 |
| PG | PROCTER &GAMBLE CO | $37.00万 | 0.12% | 2,563 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $33.90万 | 0.11% | 797 | -60 | -7.0% | -$2.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.80万 | 0.11% | 1,000 | 1,000 | — | $33.80万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.70万 | 0.11% | 1,247 | -5 | -0.4% | -$1,351 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.50万 | 0.11% | 2,292 | 807 | 54.3% | $11.80万 | 加仓 |
| ABBV | ABBVIE INC | $32.10万 | 0.10% | 1,478 | -297 | -16.7% | -$6.45万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $31.00万 | 0.10% | 3,639 | -135 | -3.6% | -$1.15万 | 减仓 |
| MO | ALTRIA GROUP INC | $30.50万 | 0.10% | 4,624 | -1,000 | -17.8% | -$6.60万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.50万 | 0.10% | 1,500 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $28.90万 | 0.09% | 3,013 | -125 | -4.0% | -$1.20万 | 减仓 |
| GE | GE AEROSPACE | $28.70万 | 0.09% | 1,012 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.60万 | 0.09% | 1,843 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $28.30万 | 0.09% | 473 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $25.10万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $23.80万 | 0.08% | 1,533 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.80万 | 0.08% | 412 | 100 | 32.1% | $5.78万 | 加仓 |
| DHR | DANAHER CORP DEL | $23.70万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.10万 | 0.08% | 1,080 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.00万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.60万 | 0.07% | 2,238 | 150 | 7.2% | $1.45万 | 加仓 |
| GEV | GE VERNOVA INC | $21.60万 | 0.07% | 247 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $20.10万 | 0.07% | 1,165 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $19.00万 | 0.06% | 780 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $18.50万 | 0.06% | 497 | 75 | 17.8% | $2.79万 | 加仓 |
| IEX | IDEX CORP | $18.20万 | 0.06% | 958 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $18.00万 | 0.06% | 1,871 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $17.80万 | 0.06% | 2,860 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $17.10万 | 0.06% | 3,073 | 68 | 2.3% | $3,784 | 加仓 |
| CSCO | CISCO SYS INC | $16.90万 | 0.05% | 2,180 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $16.90万 | 0.05% | 1,701 | 166 | 10.8% | $1.65万 | 加仓 |
| T | AT&T INC | $16.90万 | 0.05% | 5,846 | 2 | 0.0% | $58 | 加仓 |
| SLYG | SPDR SERIES TRUST | $16.60万 | 0.05% | 1,715 | -120 | -6.5% | -$1.16万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $16.30万 | 0.05% | 1,724 | -120 | -6.5% | -$1.13万 | 减仓 |
| IWF | ISHARES TR | $16.00万 | 0.05% | 375 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $15.90万 | 0.05% | 705 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $15.70万 | 0.05% | 259 | -100 | -27.9% | -$6.06万 | 减仓 |
| CAT | CATERPILLAR INC | $15.20万 | 0.05% | 215 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $14.60万 | 0.05% | 1,151 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $14.40万 | 0.05% | 3,224 | 0 | 0.0% | — | 不变 |