Centerpoint Advisory Group
Overland Park KS · SEC CIK 0002054093
$1.58亿2026Q2 申报市值
117持仓数
39.0%前十大占比 · 第一大 8.2%
12 / 3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
SPMO 加仓+$93.68万
RDVI 加仓+$91.73万
SPHQ 加仓+$80.57万
GSY 新建仓+$55.27万
WTV 加仓+$36.70万
2026Q2 卖出最多 按季末市值估算
NOW 清仓-$22.90万
ABT 清仓-$22.05万
YEAR 清仓-$21.94万
VIG 减仓-$21.53万
DSTL 减仓-$19.01万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $1,293.93万 | 8.20% | 80,099 | 5,799 | 7.8% | $93.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $768.81万 | 4.87% | 38,423 | -188 | -0.5% | -$3.76万 | 减仓 |
| PYLD | PIMCO ETF TR | $612.62万 | 3.88% | 231,003 | 13,513 | 6.2% | $35.84万 | 加仓 |
| AAPL | APPLE INC | $597.40万 | 3.79% | 20,646 | 215 | 1.1% | $6.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $574.32万 | 3.64% | 24,272 | -910 | -3.6% | -$21.53万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $523.01万 | 3.32% | 53,049 | -1,038 | -1.9% | -$10.23万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $475.61万 | 3.02% | 115,720 | 2,183 | 1.9% | $8.97万 | 加仓 |
| IWF | ISHARES TR | $471.96万 | 2.99% | 38,009 | -399 | -1.0% | -$4.95万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $446.86万 | 2.83% | 65,197 | -769 | -1.2% | -$5.27万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $389.92万 | 2.47% | 65,281 | -1,879 | -2.8% | -$11.22万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $368.86万 | 2.34% | 125,462 | 31,199 | 33.1% | $91.73万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $354.32万 | 2.25% | 59,152 | -3,174 | -5.1% | -$19.01万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $348.84万 | 2.21% | 30,904 | -880 | -2.8% | -$9.93万 | 减仓 |
| AVGO | BROADCOM INC | $327.85万 | 2.08% | 8,679 | 343 | 4.1% | $12.96万 | 加仓 |
| DGRO | ISHARES TR | $304.49万 | 1.93% | 40,176 | 916 | 2.3% | $6.94万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $303.92万 | 1.93% | 33,731 | 8,942 | 36.1% | $80.57万 | 加仓 |
| DGRW | WISDOMTREE TR | $283.86万 | 1.80% | 29,686 | -700 | -2.3% | -$6.69万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $272.44万 | 1.73% | 21,837 | 930 | 4.4% | $11.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $263.21万 | 1.67% | 8,041 | -538 | -6.3% | -$17.61万 | 减仓 |
| AMZN | AMAZON COM INC | $262.48万 | 1.66% | 11,013 | -214 | -1.9% | -$5.10万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $261.62万 | 1.66% | 27,856 | -700 | -2.5% | -$6.57万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $248.13万 | 1.57% | 30,611 | -385 | -1.2% | -$3.12万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $247.56万 | 1.57% | 34,250 | -234 | -0.7% | -$1.69万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $232.34万 | 1.47% | 24,080 | 931 | 4.0% | $8.98万 | 加仓 |
| IWD | ISHARES TR | $210.87万 | 1.34% | 8,698 | -80 | -0.9% | -$1.94万 | 减仓 |
| IWX | ISHARES TR | $208.37万 | 1.32% | 19,815 | 1,084 | 5.8% | $11.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $207.40万 | 1.32% | 5,560 | 170 | 3.2% | $6.34万 | 加仓 |
| GOOG | ALPHABET INC | $183.94万 | 1.17% | 5,206 | 18 | 0.3% | $6,360 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $177.28万 | 1.12% | 2,323 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $155.79万 | 0.99% | 15,316 | 3,608 | 30.8% | $36.70万 | 加仓 |
| ABBV | ABBVIE INC | $145.25万 | 0.92% | 5,772 | -215 | -3.6% | -$5.41万 | 减仓 |
| IVV | ISHARES TR | $134.28万 | 0.85% | 1,793 | -92 | -4.9% | -$6.89万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $124.61万 | 0.79% | 7,324 | 288 | 4.1% | $4.90万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $122.52万 | 0.78% | 18,683 | -292 | -1.5% | -$1.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.24万 | 0.74% | 2,323 | 104 | 4.7% | $5.20万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $107.46万 | 0.68% | 3,547 | 107 | 3.1% | $3.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $107.13万 | 0.68% | 6,463 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $106.86万 | 0.68% | 3,030 | -153 | -4.8% | -$5.40万 | 减仓 |
| OKE | ONEOK INC NEW | $102.45万 | 0.65% | 11,784 | 1,500 | 14.6% | $13.04万 | 加仓 |
| SOXX | ISHARES TR | $99.38万 | 0.63% | 1,551 | 110 | 7.6% | $7.05万 | 加仓 |
| GOOGL | ALPHABET INC | $91.59万 | 0.58% | 2,563 | 225 | 9.6% | $8.04万 | 加仓 |
| BLK | BLACKROCK INC | $90.77万 | 0.58% | 944 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $90.35万 | 0.57% | 7,388 | -370 | -4.8% | -$4.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $83.65万 | 0.53% | 1,440 | -133 | -8.5% | -$7.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.57万 | 0.52% | 872 | 56 | 6.9% | $5.24万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $81.11万 | 0.51% | 7,060 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $73.68万 | 0.47% | 4,455 | 800 | 21.9% | $13.23万 | 加仓 |
| WMT | WALMART INC | $72.84万 | 0.46% | 6,431 | 510 | 8.6% | $5.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $71.58万 | 0.45% | 972 | -180 | -15.6% | -$13.26万 | 减仓 |
| CAT | CATERPILLAR INC | $71.35万 | 0.45% | 670 | -25 | -3.6% | -$2.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $71.07万 | 0.45% | 1,035 | 3 | 0.3% | $2,060 | 加仓 |
| SPTL | SPDR SERIES TRUST | $70.51万 | 0.45% | 26,881 | -790 | -2.9% | -$2.07万 | 减仓 |
| META | META PLATFORMS INC | $70.36万 | 0.45% | 1,249 | 34 | 2.8% | $1.92万 | 加仓 |
| ASML | ASML HLDG NV | $67.44万 | 0.43% | 339 | -10 | -2.9% | -$1.99万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $63.64万 | 0.40% | 1,475 | 75 | 5.4% | $3.24万 | 加仓 |
| COWZ | PACER FDS TR | $61.31万 | 0.39% | 9,857 | -943 | -8.7% | -$5.87万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $60.81万 | 0.39% | 1,817 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $57.96万 | 0.37% | 1,731 | 145 | 9.1% | $4.85万 | 加仓 |
| TSLA | TESLA INC | $56.57万 | 0.36% | 1,345 | -6 | -0.4% | -$2,524 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $55.27万 | 0.35% | 11,020 | 11,020 | — | $55.27万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $54.63万 | 0.35% | 4,463 | -150 | -3.3% | -$1.84万 | 减仓 |
| ITA | ISHARES TR | $53.57万 | 0.34% | 2,210 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $52.01万 | 0.33% | 9,929 | -20 | -0.2% | -$1,048 | 减仓 |
| BAC | BANK OF AMER CORP | $51.68万 | 0.33% | 9,070 | -138 | -1.5% | -$7,863 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.14万 | 0.29% | 1,364 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.13万 | 0.29% | 966 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $45.34万 | 0.29% | 6,350 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.38万 | 0.28% | 370 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $43.07万 | 0.27% | 2,660 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $42.60万 | 0.27% | 3,116 | 377 | 13.8% | $5.15万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $40.77万 | 0.26% | 19,724 | 5,838 | 42.0% | $12.07万 | 加仓 |
| DE | DEERE & CO | $38.88万 | 0.25% | 613 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $37.41万 | 0.24% | 11,693 | 5,177 | 79.5% | $16.56万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $37.40万 | 0.24% | 7,395 | -207 | -2.7% | -$1.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $37.27万 | 0.24% | 6,951 | -99 | -1.4% | -$5,308 | 减仓 |
| PG | PROCTER & GAMBLE CO | $36.53万 | 0.23% | 2,491 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $36.48万 | 0.23% | 8,347 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $35.60万 | 0.23% | 6,821 | -1,174 | -14.7% | -$6.13万 | 减仓 |
| IGEB | ISHARES TR | $35.29万 | 0.22% | 7,823 | -2,935 | -27.3% | -$13.24万 | 减仓 |
| SHLD | GLOBAL X FDS | $34.98万 | 0.22% | 5,858 | 3,013 | 105.9% | $17.99万 | 加仓 |
| GL | GLOBE LIFE INC | $34.13万 | 0.22% | 1,910 | 1,910 | — | $34.13万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $33.75万 | 0.21% | 912 | 15 | 1.7% | $5,551 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $33.12万 | 0.21% | 1,345 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $32.21万 | 0.20% | 10,158 | 0 | 0.0% | — | 不变 |
| EVTR | MORGAN STANLEY ETF TRUST | $32.05万 | 0.20% | 6,320 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $31.23万 | 0.20% | 2,977 | 2,977 | — | $31.23万 | 新建仓 |
| IRM | IRON MTN INC DEL | $31.14万 | 0.20% | 2,465 | -70 | -2.8% | -$8,842 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.59万 | 0.19% | 265 | 265 | — | $30.59万 | 新建仓 |
| IWR | ISHARES TR | $30.37万 | 0.19% | 2,753 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $30.10万 | 0.19% | 28,662 | -12,634 | -30.6% | -$13.27万 | 减仓 |
| MRK | MERCK & CO INC | $29.95万 | 0.19% | 2,331 | 519 | 28.6% | $6.67万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $29.60万 | 0.19% | 11,536 | -220 | -1.9% | -$5,644 | 减仓 |
| ANET | ARISTA NETWORKS INC | $28.98万 | 0.18% | 1,706 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $28.53万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $28.41万 | 0.18% | 5,350 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $26.11万 | 0.17% | 3,159 | -1,000 | -24.0% | -$8.26万 | 减仓 |
| TBIL | RBB FD INC | $26.00万 | 0.16% | 5,215 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $25.87万 | 0.16% | 1,767 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.32万 | 0.16% | 339 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $25.14万 | 0.16% | 865 | 0 | 0.0% | — | 不变 |