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Livermore
Livermore
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Centerpoint Advisors, LLC

SEC CIK
0001733788
最新申報
2026/8/5

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
407
較 2024 年第 4 季 −57
總值
$2.71 億
較 2024 年第 4 季 −$1,486 萬 (−5.2%)
申報日
2025/5/13
SEC
Centerpoint Advisors, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF125,902$7,074 萬26.1%+7,604+6.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF133,674$2,284 萬8.4%+4,712+3.7%加碼–
iShares Tr464287622RUS 1000 ETF59,385$1,822 萬6.7%+998+1.7%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF290,657$1,696 萬6.3%+21,867+8.1%加碼–
iShares Core S&P Small Cap ETF464287804ETF128,978$1,349 萬5.0%+8,002+6.6%加碼–
iShares S&P 500 Growth ETF464287309ETF124,203$1,153 萬4.3%−738−0.6%減碼–
AAPLApple Inc.Stock45,422$1,009 萬3.7%−1,528−3.3%減碼歷史
MSFTMicrosoft CorpStock22,803$856.0 萬3.2%−152−0.7%減碼歷史
iShares S&P 500 Value ETF464287408ETF38,831$740.0 萬2.7%−102−0.3%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF66,460$553.5 萬2.0%−3,085−4.4%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF44,013$548.0 萬2.0%−1,593−3.5%減碼–
GOOGAlphabet Inc.Stock28,896$451.4 萬1.7%−5,220−15.3%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF33,958$406.6 萬1.5%−940−2.7%減碼–
iShares S&P Small-Cap 600 Value ETF464287879ETF39,432$384.4 萬1.4%−391−1.0%減碼–
iShares Core MSCI Eafe ETF46432F842ETF46,685$353.2 萬1.3%−646−1.4%減碼–
GOOGLAlphabet Inc.Stock19,837$306.8 萬1.1%−5,106−20.5%減碼歷史
NVDANVIDIA CorpStock21,665$234.8 萬0.9%+760+3.6%加碼歷史
SKYHSky Harbour Group CorpCOM CL A175,000$227.7 萬0.8%+58,500+50.2%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF84,000$220.1 萬0.8%00.0%不變–
Schwab U.S. Small-Cap ETF808524607ETF90,000$210.9 萬0.8%00.0%不變–
iShares Tr464287150CORE S&P TTL STK14,963$182.6 萬0.7%+282+1.9%加碼–
AMZNAmazon Com IncStock8,821$167.8 萬0.6%−276−3.0%減碼歷史
BRK.BBerkshire Hathaway IncStock3,004$160.0 萬0.6%−5−0.2%減碼歷史
VVisa Inc.Stock4,414$154.7 萬0.6%−20−0.5%減碼歷史
METAMeta Platforms, Inc.Stock2,203$127.0 萬0.5%−213−8.8%減碼歷史
JPMJPMorgan Chase & CoStock5,146$126.2 萬0.5%00.0%不變歷史
LLYEli Lilly & CoStock1,505$124.3 萬0.5%−203−11.9%減碼歷史
COSTCostco Wholesale CorpStock1,310$123.9 萬0.5%−35−2.6%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF13,071$105.1 萬0.4%−1,698−11.5%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF20,531$104.9 萬0.4%00.0%不變–
TMOThermo Fisher Scientific Inc.Stock2,100$104.5 萬0.4%−215−9.3%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF6,035$104.0 萬0.4%−59−1.0%減碼–
JNJJohnson & JohnsonStock6,248$103.6 萬0.4%−1,210−16.2%減碼歷史
AXPAmerican Express CoStock3,841$103.3 萬0.4%−10−0.3%減碼歷史
SPYSPDR S&P 500 ETF TrustETF1,839$102.9 萬0.4%+6+0.3%加碼歷史
ORCLOracle CorpStock6,712$93.8 萬0.3%−60−0.9%減碼歷史
HDHome Depot, Inc.Stock2,369$86.8 萬0.3%−25−1.0%減碼歷史
AMTAmerican Tower CorpREIT3,975$86.5 萬0.3%00.0%不變歷史
XOMExxonMobil Holdings CorpCOM6,161$73.3 萬0.3%−295−4.6%減碼歷史
APDAir Products & Chemicals, Inc.Stock2,459$72.5 萬0.3%−62−2.5%減碼歷史
AMATApplied Materials IncStock4,850$70.4 萬0.3%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF8,490$69.4 萬0.3%−255−2.9%減碼–
ESEversource EnergyStock10,983$68.2 萬0.3%00.0%不變歷史
UNHUnitedHealth Group IncStock1,184$62.0 萬0.2%−204−14.7%減碼歷史
MAMastercard IncStock1,127$61.8 萬0.2%00.0%不變歷史
TJXTJX Companies IncStock4,795$58.4 萬0.2%−55−1.1%減碼歷史
WMTWalmart Inc.Stock6,378$56.0 萬0.2%−375−5.6%減碼歷史
SYKStryker CorpStock1,500$55.8 萬0.2%−250−14.3%減碼歷史
PMPhilip Morris International Inc.Stock3,463$55.0 萬0.2%−175−4.8%減碼歷史
GSGoldman Sachs Group IncStock930$50.8 萬0.2%00.0%不變歷史
Schwab US Dividend Equity ETF808524797ETF17,499$48.9 萬0.2%+362+2.1%加碼–
SPGIS&P Global Inc.Stock906$46.0 萬0.2%−46−4.8%減碼歷史
iShares Tr464287341GLOBAL ENERG ETF10,389$43.7 萬0.2%−1,051−9.2%減碼–
GLDSPDR Gold TrustETF1,500$43.2 萬0.2%−75−4.8%減碼歷史
iShares Russell 1000 Value ETF464287598ETF2,170$40.8 萬0.2%00.0%不變–
BSXBoston Scientific CorpStock4,000$40.4 萬0.1%00.0%不變歷史
ADIAnalog Devices IncStock2,000$40.3 萬0.1%00.0%不變歷史
SNASnap-on IncCOM1,197$40.3 萬0.1%−40−3.2%減碼歷史
MSIMotorola Solutions, Inc.Stock898$39.3 萬0.1%00.0%不變歷史
ProShares Tr74347G192ULTRAPRO SHT QQQ10,000$38.3 萬0.1%+4,000+66.7%加碼–
TSLATesla, Inc.Stock1,376$35.7 萬0.1%−550−28.6%減碼歷史
ABBVAbbVie Inc.Stock1,683$35.3 萬0.1%+3+0.2%加碼歷史
Northeast BK Portland Me66405S100COM3,750$34.3 萬0.1%−500−11.8%減碼–
EBAYeBay IncCOM5,000$33.9 萬0.1%00.0%不變歷史
MOAltria Group, Inc.Stock5,500$33.0 萬0.1%00.0%不變歷史
ROKRockwell Automation, IncStock1,250$32.3 萬0.1%00.0%不變歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF3,924$30.2 萬0.1%00.0%不變–
ADBEAdobe Inc.Stock780$29.9 萬0.1%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,085$29.8 萬0.1%00.0%不變–
NEENextera Energy IncStock4,136$29.3 萬0.1%00.0%不變歷史
NXPINXP Semiconductors N.V.COM1,500$28.5 萬0.1%00.0%不變歷史
TDYTeledyne Technologies IncCOM570$28.4 萬0.1%00.0%不變歷史
PEPPepsiCo IncStock1,795$26.9 萬0.1%00.0%不變歷史
DHRDanaher CorpStock1,250$25.6 萬0.1%00.0%不變歷史
SPDR Series Trust78464A821ST STR SP400GRW3,223$25.6 萬0.1%00.0%不變–
SPDR Series Trust78464A201ST STR SP600GRWO2,997$24.9 萬0.1%00.0%不變–
Vanguard S&P 500 ETF922908363ETF481$24.7 萬0.1%00.0%不變–
LNTHLantheus Holdings, Inc.Stock2,500$24.4 萬0.1%00.0%不變歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF3,092$24.2 萬0.1%00.0%不變–
DISWalt Disney CoStock2,405$23.7 萬0.1%−10−0.4%減碼歷史
PLTRPalantir Technologies Inc.Stock2,598$21.9 萬0.1%−127−4.7%減碼歷史
SLViShares Silver TrustETF6,850$21.2 萬0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,200$20.8 萬0.1%00.0%不變–
GEGeneral Electric CoStock993$19.9 萬0.1%−8−0.8%減碼歷史
PYPLPayPal Holdings, Inc.Stock3,000$19.6 萬0.1%−3−0.1%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,533$19.5 萬0.1%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF412$19.3 萬0.1%−73−15.1%減碼–
FBTCFidelity Wise Origin Bitcoin FundSHS2,581$18.6 萬0.1%+555+27.4%加碼歷史
IEXIdex CorpCOM958$17.3 萬0.1%00.0%不變歷史
LMTLockheed Martin CorpStock384$17.2 萬0.1%00.0%不變歷史
NVONovo Nordisk A SADR2,360$16.4 萬0.1%−250−9.6%減碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF2,860$15.6 萬0.1%00.0%不變–
Investment Managers Ser Tr I46144X131TRADR 2X SHORT3,000$15.6 萬0.1%+3,000新進–
ABTAbbott LaboratoriesStock1,167$15.5 萬0.1%−78−6.3%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF1,550$15.3 萬0.1%+20+1.3%加碼–
HONHoneywell International IncCOM705$14.9 萬0.1%−209−22.9%減碼歷史
PGProcter & Gamble CoStock867$14.8 萬0.1%−347−28.6%減碼歷史
AZOAutoZone IncCOM38$14.5 萬0.1%00.0%不變歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF2,756$14.3 萬0.1%+55+2.0%加碼–
MDTMedtronic plcStock1,575$14.2 萬0.1%−300−16.0%減碼歷史

2024 年第 4 季之後清倉（73 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Centerpoint Advisors, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
GDGeneral Dynamics CorpStock380$10.0 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A250$9.70 萬<0.1%歷史
Global X FDS37954Y343GLBL X MLP ETF1,500$7.40 萬<0.1%–
Schwab U.S. Large-Cap ETF808524201ETF2,472$5.70 萬<0.1%–
iShares Tr464288760US AER DEF ETF362$5.30 萬<0.1%–
CRAICra International, Inc.COM250$4.70 萬<0.1%歷史
UHSUniversal Health Services IncCL B205$3.70 萬<0.1%歷史
ACAArcosa, Inc.COM250$2.40 萬<0.1%歷史
STAGSTAG Industrial, Inc.COM700$2.40 萬<0.1%歷史
AMTMAmentum Holdings, Inc.COM1,151$2.40 萬<0.1%歷史
KMBKimberly Clark CorpStock175$2.30 萬<0.1%歷史
BPBP PLCADR788$2.30 萬<0.1%歷史
PLDPrologis, Inc.REIT200$2.10 萬<0.1%歷史
SHELShell plcADR300$1.90 萬<0.1%歷史
MDLZMondelez International, Inc.Stock325$1.90 萬<0.1%歷史
LHLabcorp Holdings Inc.Stock80$1.80 萬<0.1%歷史
APOGApogee Enterprises, Inc.COM250$1.80 萬<0.1%歷史
Vanguard Morningstar Value ETF922908744ETF100$1.70 萬<0.1%–
WBAWalgreens Boots Alliance, Inc.COM1,750$1.60 萬<0.1%歷史
CUBECubeSmartREIT342$1.50 萬<0.1%歷史
CMICummins IncStock40$1.40 萬<0.1%歷史
TSNTyson Foods, Inc.Stock250$1.40 萬<0.1%歷史
ALSNAllison Transmission Holdings IncStock133$1.40 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS250$1.30 萬<0.1%–
NVSNovartis AGADR125$1.20 萬<0.1%歷史
SSTKShutterstock, Inc.COM386$1.20 萬<0.1%歷史
BDXBecton Dickinson & CoStock49$1.10 萬<0.1%歷史
MASMasco CorpCOM148$1.10 萬<0.1%歷史
ETDEthan Allen Interiors IncCOM375$1.10 萬<0.1%歷史
STZConstellation Brands, Inc.Stock44$1.00 萬<0.1%歷史
USBUS Bancorp DECOM NEW218$1.00 萬<0.1%歷史
UNMUnum GroupStock125$9,000<0.1%歷史
PRDOPerdoceo Education CorpCOM324$9,000<0.1%歷史
OSOneStream, Inc.CL A300$9,000<0.1%歷史
SWSmurfit Westrock plcStock150$8,000<0.1%歷史
CNACna Financial CorpCOM162$8,000<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF68$7,000<0.1%–
WMBWilliams Companies, Inc.COM125$7,000<0.1%歷史
MDUMdu Resources Group IncStock324$6,000<0.1%歷史
WLKWestlake CorpCOM50$6,000<0.1%歷史
ARHSArhaus, Inc.COM CL A647$6,000<0.1%歷史
BKHBlack Hills CorpCOM105$6,000<0.1%歷史
EQTEQT CorpStock100$5,000<0.1%歷史
Subversive Congressional Democrats Trading ETF886364199ETF136$5,000<0.1%–
ECGEverus Construction Group, Inc.Stock81$5,000<0.1%歷史
OGEOGE Energy Corp.COM125$5,000<0.1%歷史
IIPRInnovative Industrial Properties IncCOM80$5,000<0.1%歷史
IPInternational Paper CoCOM97$5,000<0.1%歷史
NPKNational Presto Industries IncCOM50$5,000<0.1%歷史
IRBTiRobot CorpCOM600$5,000<0.1%歷史
VTLEVital Energy, Inc.COM150$5,000<0.1%歷史
EPREpr PropertiesCOM SH BEN INT80$4,000<0.1%歷史
GLPIGaming & Leisure Properties, Inc.COM80$4,000<0.1%歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD89$4,000<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF23$3,000<0.1%–
ZBHZimmer Biomet Holdings, Inc.Stock24$3,000<0.1%歷史
PENNPENN Entertainment, Inc.COM150$3,000<0.1%歷史
PBIPitney Bowes IncCOM451$3,000<0.1%歷史
PORPortland General Electric CoCOM NEW62$3,000<0.1%歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA63$3,000<0.1%–
ANDEAndersons, Inc.COM63$3,000<0.1%歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA49$2,000<0.1%–
TCITranscontinental Realty Investors IncCOM NEW80$2,000<0.1%歷史
SYRSSyros Pharmaceuticals, Inc.COM NEW10,659$2,000<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock4$1,000<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF19$1,000<0.1%–
SFIXStitch Fix, Inc.Stock200$1,000<0.1%歷史
XYZBlock, Inc.CL A6$1,000<0.1%歷史
CNPCenterpoint Energy IncCOM25$1,000<0.1%歷史
LVSLas Vegas Sands CorpCOM25$1,000<0.1%歷史
CZRCaesars Entertainment, Inc.COM25$1,000<0.1%歷史
SSentinelOne, Inc.CL A40$1,000<0.1%歷史
HAPNHappen, Inc.COM NEW20$00.0%歷史