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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $832.98万 | 6.27% | 74,300 | 9,166 | 14.1% | $102.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $673.38万 | 5.07% | 38,611 | 359 | 0.9% | $6.26万 | 加仓 |
| PYLD | PIMCO ETF TR | $569.83万 | 4.29% | 217,490 | 64,329 | 42.0% | $168.54万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $541.56万 | 4.08% | 25,182 | -33 | -0.1% | -$7,097 | 减仓 |
| AAPL | APPLE INC | $518.51万 | 3.90% | 20,431 | -1,030 | -4.8% | -$26.14万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $457.14万 | 3.44% | 54,087 | -1,296 | -2.3% | -$10.95万 | 减仓 |
| IWF | ISHARES TR | $409.43万 | 3.08% | 9,602 | 51 | 0.5% | $2.17万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $404.08万 | 3.04% | 113,537 | 1,462 | 1.3% | $5.20万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $401.48万 | 3.02% | 67,160 | 39,878 | 146.2% | $238.39万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $396.59万 | 2.99% | 65,966 | -677 | -1.0% | -$4.07万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $360.74万 | 2.72% | 62,326 | -1,749 | -2.7% | -$10.12万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $328.55万 | 2.47% | 31,784 | -740 | -2.3% | -$7.65万 | 减仓 |
| DGRO | ISHARES TR | $275.52万 | 2.07% | 39,260 | 3,931 | 11.1% | $27.59万 | 加仓 |
| DGRW | WISDOMTREE TR | $266.91万 | 2.01% | 30,386 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $264.89万 | 1.99% | 28,556 | -600 | -2.1% | -$5.57万 | 减仓 |
| AVGO | BROADCOM INC | $258.01万 | 1.94% | 8,336 | 20 | 0.2% | $6,190 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $252.36万 | 1.90% | 8,579 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $240.84万 | 1.81% | 94,263 | 45,678 | 94.0% | $116.71万 | 加仓 |
| AMZN | AMAZON COM INC | $233.82万 | 1.76% | 11,227 | -20 | -0.2% | -$4,165 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $230.96万 | 1.74% | 20,907 | 241 | 1.2% | $2.66万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $211.64万 | 1.59% | 30,996 | -850 | -2.7% | -$5.80万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $211.46万 | 1.59% | 34,484 | -1,055 | -3.0% | -$6.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $199.52万 | 1.50% | 5,390 | -14 | -0.3% | -$5,182 | 减仓 |
| IWD | ISHARES TR | $187.56万 | 1.41% | 8,778 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $186.54万 | 1.40% | 23,149 | 7,693 | 49.8% | $61.99万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $186.39万 | 1.40% | 24,789 | 5,530 | 28.7% | $41.58万 | 加仓 |
| IWX | ISHARES TR | $173.58万 | 1.31% | 18,731 | 2,198 | 13.3% | $20.37万 | 加仓 |
| GOOG | ALPHABET INC | $148.82万 | 1.12% | 5,188 | -100 | -1.9% | -$2.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $133.72万 | 1.01% | 6,463 | 30 | 0.5% | $6,207 | 加仓 |
| ABBV | ABBVIE INC | $130.21万 | 0.98% | 5,987 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $123.12万 | 0.93% | 1,885 | 75 | 4.1% | $4.90万 | 加仓 |
| WTV | WISDOMTREE TR | $110.91万 | 0.84% | 11,708 | 3,535 | 43.3% | $33.49万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $109.89万 | 0.83% | 18,975 | -515 | -2.6% | -$2.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.33万 | 0.80% | 2,219 | 582 | 35.6% | $27.89万 | 加仓 |
| HD | HOME DEPOT INC | $104.69万 | 0.79% | 3,183 | -30 | -0.9% | -$9,867 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $102.04万 | 0.77% | 7,036 | 35 | 0.5% | $5,076 | 加仓 |
| OKE | ONEOK INC NEW | $92.96万 | 0.70% | 10,284 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $90.79万 | 0.68% | 944 | -200 | -17.5% | -$19.23万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $90.69万 | 0.68% | 2,323 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $83.49万 | 0.63% | 7,758 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $81.74万 | 0.62% | 3,440 | -202 | -5.5% | -$4.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.31万 | 0.61% | 816 | -10 | -1.2% | -$9,964 | 减仓 |
| WMT | WALMART INC | $73.59万 | 0.55% | 5,921 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $72.78万 | 0.55% | 27,671 | -7,148 | -20.5% | -$18.80万 | 减仓 |
| META | META PLATFORMS INC | $69.51万 | 0.52% | 1,215 | -75 | -5.8% | -$4.29万 | 减仓 |
| COWZ | PACER FDS TR | $67.56万 | 0.51% | 10,800 | -243 | -2.2% | -$1.52万 | 减仓 |
| GOOGL | ALPHABET INC | $67.23万 | 0.51% | 2,338 | -50 | -2.1% | -$1.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $66.49万 | 0.50% | 1,152 | -20 | -1.7% | -$1.15万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $66.12万 | 0.50% | 7,060 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $61.66万 | 0.46% | 1,032 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $61.06万 | 0.46% | 6,350 | -70 | -1.1% | -$6,731 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $50.64万 | 0.38% | 4,613 | -200 | -4.2% | -$2.20万 | 减仓 |
| TSLA | TESLA INC | $50.22万 | 0.38% | 1,351 | -50 | -3.6% | -$1.86万 | 减仓 |
| CAT | CATERPILLAR INC | $49.24万 | 0.37% | 695 | -50 | -6.7% | -$3.54万 | 减仓 |
| IGEB | ISHARES TR | $48.48万 | 0.36% | 10,758 | -2,707 | -20.1% | -$12.20万 | 减仓 |
| ITA | ISHARES TR | $48.34万 | 0.36% | 2,210 | 117 | 5.6% | $2.56万 | 加仓 |
| IHDG | WISDOMTREE TR | $47.90万 | 0.36% | 9,949 | -25 | -0.3% | -$1,204 | 减仓 |
| SOXX | ISHARES TR | $47.36万 | 0.36% | 1,441 | 1,441 | — | $47.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $46.47万 | 0.35% | 2,739 | -120 | -4.2% | -$2.04万 | 减仓 |
| ASML | ASML HLDG NV | $46.10万 | 0.35% | 349 | 90 | 34.7% | $11.89万 | 加仓 |
| BAC | BANK AMERICA CORP | $44.89万 | 0.34% | 9,208 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $42.04万 | 0.32% | 41,296 | -2,300 | -5.3% | -$2.34万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $41.73万 | 0.31% | 7,995 | -703 | -8.1% | -$3.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.26万 | 0.31% | 1,364 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $39.74万 | 0.30% | 1,586 | 256 | 19.2% | $6.41万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $39.24万 | 0.30% | 1,817 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $39.22万 | 0.30% | 3,655 | 455 | 14.2% | $4.88万 | 加仓 |
| MMM | 3M CO | $38.63万 | 0.29% | 2,660 | 743 | 38.8% | $10.79万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.48万 | 0.29% | 7,602 | -408 | -5.1% | -$2.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.51万 | 0.28% | 2,564 | 1,345 | 110.3% | $19.67万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.98万 | 0.27% | 2,491 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $34.81万 | 0.26% | 7,050 | 535 | 8.2% | $2.64万 | 加仓 |
| DE | DEERE & CO | $34.53万 | 0.26% | 613 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $34.03万 | 0.26% | 370 | -3 | -0.8% | -$2,759 | 减仓 |
| WFC | WELLS FARGO & CO | $33.11万 | 0.25% | 4,159 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.77万 | 0.25% | 5,350 | 400 | 8.1% | $2.45万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.65万 | 0.25% | 966 | 34 | 3.6% | $1.15万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $32.07万 | 0.24% | 6,320 | 510 | 8.8% | $2.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.00万 | 0.24% | 1,573 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $31.16万 | 0.23% | 10,158 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $30.74万 | 0.23% | 11,756 | -1,688 | -12.6% | -$4.41万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $29.52万 | 0.22% | 8,347 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.78万 | 0.22% | 897 | 13 | 1.5% | $4,171 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $28.66万 | 0.22% | 13,886 | 13,886 | — | $28.66万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.99万 | 0.21% | 1,345 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $26.77万 | 0.20% | 2,753 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $26.59万 | 0.20% | 52,131 | -9,948 | -16.0% | -$5.07万 | 减仓 |
| TBIL | RBB FD INC | $26.00万 | 0.20% | 5,215 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $25.89万 | 0.19% | 2,535 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $24.28万 | 0.18% | 1,411 | 10 | 0.7% | $1,721 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $23.34万 | 0.18% | 6,570 | 200 | 3.1% | $7,104 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.98万 | 0.17% | 1,400 | 1,400 | — | $22.98万 | 新建仓 |
| NOW | SERVICENOW INC | $22.90万 | 0.17% | 2,190 | -1,225 | -35.9% | -$12.81万 | 减仓 |
| IWP | ISHARES TR | $22.64万 | 0.17% | 1,767 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $22.05万 | 0.17% | 2,148 | -700 | -24.6% | -$7.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.05万 | 0.17% | 339 | -37 | -9.8% | -$2.41万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $22.03万 | 0.17% | 3,920 | 0 | 0.0% | — | 不变 |
| YEAR | AB ACTIVE ETFS INC | $21.94万 | 0.17% | 4,346 | -694 | -13.8% | -$3.50万 | 减仓 |
| MRK | MERCK & CO INC | $21.80万 | 0.16% | 1,812 | 1,812 | — | $21.80万 | 新建仓 |
| IWY | ISHARES TR | $21.52万 | 0.16% | 865 | 100 | 13.1% | $2.49万 | 加仓 |