Centerpoint Advisors, LLC
- SEC CIK
- 0001733788
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/1 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 415
- 較 2025 年第 1 季 +8
- 總值
- $2.95 億
- 較 2025 年第 1 季 +$2,415 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 9 | $0 | 0.0% | +9 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 3 | $0 | 0.0% | +3 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1 | $0 | 0.0% | +1 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 1 | $0 | 0.0% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 14 | $0 | 0.0% | +14 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 6 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 25 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 20 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| PKGPackaging Corp of America | Stock | 2 | $0 | 0.0% | +2 | 新進 | 歷史 |
| CMICummins Inc | Stock | 1 | $0 | 0.0% | +1 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 2 | $0 | 0.0% | +2 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 2 | $0 | 0.0% | −198−99.0% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1 | $0 | 0.0% | 00.0% | 不變 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 17 | $0 | 0.0% | 00.0% | 不變 | – |
| EOGEOG Resources Inc | Stock | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| NWSANews Corp | CL A | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 300 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 2 | $0 | 0.0% | +2 | 新進 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 1 | $0 | 0.0% | 00.0% | 不變 | – |
| XPERXperi Inc. | COMMON STOCK | 17 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| MATMattel Inc | COM | 5 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 1 | $0 | 0.0% | +1 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 115 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 220 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| MARAMARA Holdings, Inc. | COM | 25 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 100 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| FRSXForesight Autonomous Holdings Ltd. | SPONSORED ADR | 50 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 10 | $1,000 | <0.1% | +10 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 11 | $1,000 | <0.1% | +11 | 新進 | 歷史 |
| FFord Motor Co | Stock | 51 | $1,000 | <0.1% | −66−56.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| NIONIO Inc. | ADR | 250 | $1,000 | <0.1% | −56−18.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 25 | $1,000 | <0.1% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 11 | $1,000 | <0.1% | +11 | 新進 | 歷史 |
| SOLVSolventum Corp | Stock | 18 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2 | $1,000 | <0.1% | +2 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3 | $1,000 | <0.1% | +3 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 15 | $1,000 | <0.1% | +13+650.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 52 | $1,000 | <0.1% | −450−89.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 7 | $1,000 | <0.1% | +7 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 2 | $1,000 | <0.1% | +2 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14 | $1,000 | <0.1% | +14 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7 | $1,000 | <0.1% | 00.0% | 不變 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| ETREntergy Corp | COM | 8 | $1,000 | <0.1% | +8 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 3 | $1,000 | <0.1% | +3 | 新進 | 歷史 |
| ADEAAdeia Inc. | COM | 43 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TGLSTecnoglass Holdings Inc. | ORD SHS | 15 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 2 | $1,000 | <0.1% | +2 | 新進 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| YARWYarrow Bioscience, Inc. | COM | 350 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LFMDLifeMD, Inc. | COM | 100 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 50 | $1,000 | <0.1% | +50 | 新進 | – |
| VTRVentas, Inc. | REIT | 39 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 99 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 51 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 35 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 18 | $2,000 | <0.1% | +18 | 新進 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 69 | $2,000 | <0.1% | +69 | 新進 | 歷史 |
| CMSCMS Energy Corp | COM | 30 | $2,000 | <0.1% | −970−97.0% | 減碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 100 | $2,000 | <0.1% | +100 | 新進 | 歷史 |
| BGICFBirks Group Inc. | CL A COM | 1,750 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 21 | $3,000 | <0.1% | +21 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 284 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 22 | $3,000 | <0.1% | −163−88.1% | 減碼 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 125 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 12 | $3,000 | <0.1% | +12 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 11 | $3,000 | <0.1% | +11 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 33 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 3 | $3,000 | <0.1% | +3 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 42 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 310 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 50 | $3,000 | <0.1% | −2,000−97.6% | 減碼 | 歷史 |
| LEELee Enterprises, Inc | COM | 400 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 14 | $4,000 | <0.1% | +14 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 36 | $4,000 | <0.1% | +36 | 新進 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 100 | $4,000 | <0.1% | +100 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 6 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 115 | $5,000 | <0.1% | +7+6.5% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 52 | $5,000 | <0.1% | −195−78.9% | 減碼 | – |
| iShares Tr46435U135 | CYBERSECURITY | 100 | $5,000 | <0.1% | 00.0% | 不變 | – |
| COINCoinbase Global, Inc. | COM CL A | 17 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CDWCDW Corp | COM | 35 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VALValaris Ltd | CL A | 135 | $6,000 | <0.1% | +60+80.0% | 加碼 | 歷史 |
| UAUnder Armour, Inc. | CL C | 860 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 30 | $7,000 | <0.1% | 00.0% | 不變 | – |
| RCReady Capital Corp | COM | 1,700 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 200 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GILTGilat Satellite Networks Ltd | SHS NEW | 1,000 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD Tr46138G474 | COM | 175 | $7,000 | <0.1% | 00.0% | 不變 | – |
| SPOTSpotify Technology S.A. | Stock | 10 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 434 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 112 | $8,000 | <0.1% | +11+10.9% | 加碼 | – |
| NLYAnnaly Capital Management Inc | REIT | 500 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（33 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TDYTeledyne Technologies Inc | COM | 570 | $28.4 萬 | 0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 2,430 | $13.6 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 600 | $13.3 萬 | <0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 1,000 | $12.1 萬 | <0.1% | – |
| MCKMcKesson Corp | Stock | 169 | $11.4 萬 | <0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 300 | $4.60 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 243 | $4.10 萬 | <0.1% | 歷史 |
| EXELExelixis, Inc. | COM | 750 | $2.80 萬 | <0.1% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 76 | $2.00 萬 | <0.1% | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,614 | $1.80 萬 | <0.1% | 歷史 |
| PLPCPreformed Line Products Co | COM | 125 | $1.80 萬 | <0.1% | 歷史 |
| WENWendy's Co | Stock | 1,000 | $1.50 萬 | <0.1% | 歷史 |
| HWKNHawkins Inc | COM | 125 | $1.30 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 51 | $1.20 萬 | <0.1% | 歷史 |
| NSPInsperity, Inc. | COM | 125 | $1.10 萬 | <0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 48 | $1.00 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 21 | $7,000 | <0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 117 | $6,000 | <0.1% | – |
| AGNTAGNT, Inc. | COM | 577 | $6,000 | <0.1% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 492 | $6,000 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 86 | $4,000 | <0.1% | – |
| Vanguard Real Estate ETF922908553 | ETF | 31 | $3,000 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 31 | $3,000 | <0.1% | – |
| Mag Silver Corp55903Q104 | COM | 200 | $3,000 | <0.1% | – |
| SNAPSnap Inc | Stock | 77 | $1,000 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12 | $1,000 | <0.1% | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8 | $1,000 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 9 | $1,000 | <0.1% | – |
| XPEVXpeng Inc. | ADS | 25 | $1,000 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2 | $0 | 0.0% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3 | $0 | 0.0% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 5 | $0 | 0.0% | – |
| TLRYTilray Brands, Inc. | COM CL 2 | 5 | $0 | 0.0% | 歷史 |