Centerpoint Advisory Group
Overland Park KS · SEC CIK 0002054093
$1.33亿2026Q1 申报市值
108持仓数
39.2%前十大占比 · 第一大 6.3%
7 / 6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
FTSM 加仓+$238.39万
PYLD 加仓+$168.54万
RDVI 加仓+$116.71万
SPMO 加仓+$102.76万
AVEM 加仓+$61.99万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$26.14万
BX 清仓-$24.62万
CBSH 清仓-$23.73万
SMCI 清仓-$22.06万
PGR 清仓-$21.63万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $266.91万 | 2.01% | 30,386 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $275.52万 | 2.07% | 39,260 | 3,931 | 11.1% | $27.59万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $328.55万 | 2.47% | 31,784 | -740 | -2.3% | -$7.65万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $360.74万 | 2.72% | 62,326 | -1,749 | -2.7% | -$10.12万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $396.59万 | 2.99% | 65,966 | -677 | -1.0% | -$4.07万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $401.48万 | 3.02% | 67,160 | 39,878 | 146.2% | $238.39万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $404.08万 | 3.04% | 113,537 | 1,462 | 1.3% | $5.20万 | 加仓 |
| IWF | ISHARES TR | $409.43万 | 3.08% | 9,602 | 51 | 0.5% | $2.17万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $457.14万 | 3.44% | 54,087 | -1,296 | -2.3% | -$10.95万 | 减仓 |
| AAPL | APPLE INC | $518.51万 | 3.90% | 20,431 | -1,030 | -4.8% | -$26.14万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $541.56万 | 4.08% | 25,182 | -33 | -0.1% | -$7,097 | 减仓 |
| PYLD | PIMCO ETF TR | $569.83万 | 4.29% | 217,490 | 64,329 | 42.0% | $168.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $673.38万 | 5.07% | 38,611 | 359 | 0.9% | $6.26万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $832.98万 | 6.27% | 74,300 | 9,166 | 14.1% | $102.76万 | 加仓 |