Centerpoint Advisors, LLC
- SEC CIK
- 0001733788
- 最新申報
- 2026/8/5
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/26 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 304
- 較 2021 年第 1 季 +26
- 總值
- $2.12 億
- 較 2021 年第 1 季 +$4,224 萬 (+24.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CMICummins Inc | Stock | 40 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 25 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 44 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 150 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 29 | $1.10 萬 | <0.1% | +17+141.7% | 加碼 | 歷史 |
| UIUbiquiti Inc. | COM | 35 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 21 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 60 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 56 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 100 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BGICFBirks Group Inc. | CL A COM | 5,000 | $1.20 萬 | <0.1% | +500+11.1% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 104 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 67 | $1.30 萬 | <0.1% | +67 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 100 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 2,000 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 205 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLPGlobal Partners LP | COM UNITS | 500 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 100 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCDXC Technology Co | Stock | 359 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBTBeacon Financial Corp | COM | 500 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 79 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 200 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVTYRevvity, Inc. | COM | 100 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IDCCInterDigital, Inc. | COM | 200 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 750 | $1.50 萬 | <0.1% | +50+7.1% | 加碼 | – |
| USOUnited States Oil Fund, LP | UNITS | 312 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 120 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 850 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JCENuveen Core Equity Alpha Fund | COM | 1,000 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 100 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBLUJetBlue Airways Corp | COM | 1,000 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 164 | $1.80 萬 | <0.1% | +57+53.3% | 加碼 | 歷史 |
| GABGabelli Equity Trust Inc | COM | 2,549 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 300 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| BHPBHP Group Ltd | ADR | 275 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KWKennedy-Wilson Holdings, Inc. | COM | 1,000 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 142 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 129 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| ULUnilever PLC | SPON ADR NEW | 353 | $2.10 萬 | <0.1% | +353 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 500 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 155 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 558 | $2.50 萬 | <0.1% | +558 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 375 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 280 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 550 | $2.60 萬 | <0.1% | +300+120.0% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 75 | $2.70 萬 | <0.1% | +75 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 277 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 195 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 25 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 381 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 80 | $3.00 萬 | <0.1% | +30+60.0% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 2,035 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NMRKNewmark Group, Inc. | CL A | 2,500 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 962 | $3.10 萬 | <0.1% | +962 | 新進 | – |
| HXLHexcel Corp | COM | 500 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 535 | $3.20 萬 | <0.1% | −41−7.1% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 1,350 | $3.20 萬 | <0.1% | +500+58.8% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 228 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXPBXP, Inc. | COM | 300 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 1,000 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| OCULOcular Therapeutix, Inc | COM | 2,390 | $3.40 萬 | <0.1% | +1,140+91.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 377 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 615 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 711 | $3.70 萬 | <0.1% | +477+203.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 345 | $3.90 萬 | <0.1% | +345 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 200 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 656 | $4.20 萬 | <0.1% | −27−4.0% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 598 | $4.30 萬 | <0.1% | +88+17.3% | 加碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,010 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 725 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 125 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 115 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 575 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 1,670 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 1,100 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 586 | $5.00 萬 | <0.1% | +131+28.8% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 379 | $5.10 萬 | <0.1% | +29+8.3% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 100 | $5.50 萬 | <0.1% | −10−9.1% | 減碼 | 歷史 |
| CAKECheesecake Factory Inc | COM | 1,012 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 1,700 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 619 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 175 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 230 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 5,000 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 1,775 | $7.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLIRClearSign Technologies Corp | COM | 16,000 | $7.70 萬 | <0.1% | +1,300+8.8% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 205 | $7.80 萬 | <0.1% | +200+4,000.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 788 | $7.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 525 | $8.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 500 | $8.10 萬 | <0.1% | +500 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 1,547 | $8.40 萬 | <0.1% | +314+25.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 407 | $8.90 萬 | <0.1% | +67+19.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 480 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347G861 | ULTRAPRO SHT QQQ | 10,000 | $9.10 萬 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 497 | $9.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,655 | $9.60 萬 | <0.1% | −700−16.1% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,157 | $9.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LFUSLittelfuse Inc | COM | 400 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 3,699 | $10.6 萬 | <0.1% | +38+1.0% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（14 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 70 | $1.10 萬 | <0.1% | – |
| Perspecta Inc715347100 | COM | 137 | $4,000 | <0.1% | – |
| RGLDRoyal Gold Inc | Stock | 25 | $3,000 | <0.1% | 歷史 |
| Hexo Corp428304307 | COM NEW | 387 | $3,000 | <0.1% | – |
| FSRFisker Inc. | CL A COM STK | 100 | $2,000 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 43 | $1,000 | <0.1% | 歷史 |
| NOVNOV Inc. | COM | 100 | $1,000 | <0.1% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 100 | $1,000 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 15 | $0 | 0.0% | 歷史 |
| AQBAquabounty Technologies Inc | COM NEW | 51 | $0 | 0.0% | 歷史 |
| ACBAurora Cannabis Inc | COM | 16 | $0 | 0.0% | 歷史 |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 50 | $0 | 0.0% | 歷史 |
| Millendo Therapeutics Inc60040X103 | COM | 10 | $0 | 0.0% | – |
| Seneca Biopharma Inc81689B103 | COM | 59 | $0 | 0.0% | – |