Livermore

Centerpoint Advisory Group

SEC CIK
0002054093

2026 年第 2 季 持倉

持倉截至 2026/6/30，申報日 2026/7/29。SEC

持股檔數
117
較 2026 年第 1 季 +9
總值
$1.58 億
較 2026 年第 1 季 +$2,489.06 萬 (+18.7%)

跟 2026 年第 1 季 比較：新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季 比股數。

Centerpoint Advisory Group 在 2026 年第 2 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
INVESCO EXCH TRADED FD TR II46138E339S&P 500 MOMNTM80,099$1,293.93 萬8.20%+5,799+7.8%加碼–
NVDANVIDIA CORPORATION COMStock38,423$768.81 萬4.87%−188−0.5%減碼查看
PIMCO ETF TR72201R585MULTISECTOR BD231,003$612.62 萬3.88%+13,513+6.2%加碼–
AAPLAPPLE INC COMStock20,646$597.4 萬3.79%+215+1.1%加碼查看
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF24,272$574.32 萬3.64%−910−3.6%減碼–
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH53,049$523.01 萬3.32%−1,038−1.9%減碼–
T ROWE PRICE EXCHANGE-TRADED87283Q867CAP APPRECIATION115,720$475.61 萬3.02%+2,183+1.9%加碼–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF38,009$471.96 萬2.99%+28,407+295.8%加碼–
INVESCO EXCH TRD SLF IDX FD46138J619RUSL 1000 DYNM65,197$446.86 萬2.83%−769−1.2%減碼–
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW65,281$389.92 萬2.47%−1,879−2.8%減碼–
FIRST TR EXCHANGE-TRADED FD33738D879FT VEST RIS125,462$368.86 萬2.34%+31,199+33.1%加碼–
ETF SER SOLUTIONS26922A321DISTILLATE US59,152$354.32 萬2.25%−3,174−5.1%減碼–
INVESCO EXCHANGE TRADED FD T46137V472S&P MDCP QUALITY30,904$348.84 萬2.21%−880−2.8%減碼–
AVGOBROADCOM INC COMStock8,679$327.85 萬2.08%+343+4.1%加碼查看
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF40,176$304.49 萬1.93%+916+2.3%加碼–
INVESCO S&P 500 QUALITY ETF46137V241ETF33,731$303.92 萬1.93%+8,942+36.1%加碼–
WISDOMTREE TR97717X669US QTLY DIV GRT29,686$283.86 萬1.80%−700−2.3%減碼–
AMERICAN CENTY ETF TR025072877US SML CP VALU21,837$272.44 萬1.73%+930+4.4%加碼–
JPMJPMORGAN CHASE & CO COMStock8,041$263.21 萬1.67%−538−6.3%減碼查看
AMZNAMAZON COM INC COMStock11,013$262.48 萬1.66%−214−1.9%減碼查看
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF27,856$261.62 萬1.66%−700−2.5%減碼–
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506ETF30,611$248.13 萬1.57%−385−1.2%減碼–
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR34,250$247.56 萬1.57%−234−0.7%減碼–
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT24,080$232.34 萬1.47%+931+4.0%加碼–
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,698$210.87 萬1.34%−80−0.9%減碼–
ISHARES TR464289420RUS TP200 VL ETF19,815$208.37 萬1.32%+1,084+5.8%加碼–
MSFTMICROSOFT CORP COMStock5,560$207.4 萬1.32%+170+3.2%加碼查看
GOOGALPHABET INC CAP STK CL CStock5,206$183.94 萬1.17%+18+0.3%加碼查看
CRWDCROWDSTRIKE HLDGS INC CL AStock2,323$177.28 萬1.12%00.0%不變查看
WISDOMTREE TR97717W547US VALUE FD15,316$155.79 萬0.99%+3,608+30.8%加碼–
ABBVABBVIE INC COMStock5,772$145.25 萬0.92%−215−3.6%減碼查看
ISHARES CORE S&P 500 ETF464287200ETF1,793$134.28 萬0.85%−92−4.9%減碼–
INVESCO EXCHANGE TRADED FD T46137V464S&P MDCP MOMNTUM7,324$124.61 萬0.79%+288+4.1%加碼–
INVESCO EXCH TRD SLF IDX FD46138J742RAFI STRATGIC US18,683$122.52 萬0.78%−292−1.5%減碼–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,323$116.24 萬0.74%+104+4.7%加碼查看
INVESCO NASDAQ 100 ETF46138G649ETF3,547$107.46 萬0.68%+107+3.1%加碼–
CVXCHEVRON CORPORATION COMStock6,463$107.13 萬0.68%00.0%不變查看
HDHOME DEPOT INC COMStock3,030$106.86 萬0.68%−153−4.8%減碼查看
OKEONEOK INC NEWCOM11,784$102.45 萬0.65%+1,500+14.6%加碼查看
ISHARES SEMICONDUCTOR ETF464287523ETF1,551$99.38 萬0.63%+110+7.6%加碼–
GOOGLALPHABET INC CAP STK CL AStock2,563$91.59 萬0.58%+225+9.6%加碼查看
BLKBLACKROCK INC COMStock944$90.77 萬0.58%00.0%不變查看
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF7,388$90.35 萬0.57%−370−4.8%減碼–
AMDADVANCED MICRO DEVICES INC COMStock1,440$83.65 萬0.53%−133−8.5%減碼查看
COSTCOSTCO WHOLESALE CORPORATION COMStock872$81.57 萬0.52%+56+6.9%加碼查看
FIRST TR EXCHANGE TRADED FD33738R118NASD TECH DIV7,060$81.11 萬0.51%00.0%不變–
DEFIANCE QUANTUM ETF26922A420ETF4,455$73.68 萬0.47%+800+21.9%加碼–
WMTWALMART INC COMStock6,431$72.84 萬0.46%+510+8.6%加碼查看
INVESCO QQQ TRUST SERIES I46090E103ETF972$71.58 萬0.45%−180−15.6%減碼–
CATCATERPILLAR INC COMStock670$71.35 萬0.45%−25−3.6%減碼查看
VANGUARD S&P 500 ETF922908363ETF1,035$71.07 萬0.45%+3+0.3%加碼–
SPDR SERIES TRUST78464A664ST LON TREAS ETF26,881$70.51 萬0.45%−790−2.9%減碼–
METAMETA PLATFORMS INC CL AStock1,249$70.36 萬0.45%+34+2.8%加碼查看
ASMLASML HLDG NV N Y REGISTRY SHSADR339$67.44 萬0.43%−10−2.9%減碼查看
DELLDELL TECHNOLOGIES INC CL CStock1,475$63.64 萬0.40%+75+5.4%加碼查看
PACER US CASH COWS 100 ETF69374H881ETF9,857$61.31 萬0.39%−943−8.7%減碼–
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND337345102ETF1,817$60.81 萬0.39%00.0%不變–
VRTVERTIV HOLDINGS COCOM CL A1,731$57.96 萬0.37%+145+9.1%加碼查看
TSLATESLA INC COMStock1,345$56.57 萬0.36%−6−0.4%減碼查看
INVESCO ACTIVELY MANAGED EXC46090A887ULTRA SHRT DUR11,020$55.27 萬0.35%+11,020新進–
FIRST TR EXCHANGE TRADED FD33734X143HLTH CARE ALPH4,463$54.63 萬0.35%−150−3.3%減碼–
ISHARES TR464288760US AER DEF ETF2,210$53.57 萬0.34%00.0%不變–
WISDOMTREE TR97717X594ITL HDG QTLY DIV9,929$52.01 萬0.33%−20−0.2%減碼–
BACBANK OF AMER CORP COMStock9,070$51.68 萬0.33%−138−1.5%減碼查看
AXPAMERICAN EXPRESS CO COMStock1,364$46.14 萬0.29%00.0%不變查看
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR966$46.13 萬0.29%00.0%不變查看
NFLXNETFLIX INC. COMStock6,350$45.34 萬0.29%00.0%不變查看
LLYELI LILLY & CO COMStock370$44.38 萬0.28%00.0%不變查看
MMM3M CO COMStock2,660$43.07 萬0.27%00.0%不變查看
XOMEXXON MOBIL CORPCOM3,116$42.6 萬0.27%+377+13.8%加碼查看
FIRST TR EXCHANGE-TRADED FD33738D770STRUCTURED CR IN19,724$40.77 萬0.26%+5,838+42.0%加碼–
DEDEERE & CO COMStock613$38.88 萬0.25%00.0%不變查看
FIRST TR EXCHANGE-TRADED FD33734X200DJ GLBL DIVID11,693$37.41 萬0.24%+5,177+79.5%加碼–
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF7,395$37.4 萬0.24%−207−2.7%減碼–
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF6,951$37.27 萬0.24%−99−1.4%減碼–
PGPROCTER & GAMBLE CO COMStock2,491$36.53 萬0.23%00.0%不變查看
INVESCO EXCH TRADED FD TR II46138E214S&P INTL QULTY8,347$36.48 萬0.23%00.0%不變–
J P MORGAN EXCHANGE TRADED F46654Q773JPMORGAM LTD DUR6,821$35.6 萬0.23%−1,174−14.7%減碼–
ISHARES TR46435G219INVT GRAD SY ETF7,823$35.29 萬0.22%−2,935−27.3%減碼–
GLOBAL X FDS37960A529DEFENSE TECH ETF5,858$34.98 萬0.22%+3,013+105.9%加碼–
GLGLOBE LIFE INCCOM1,910$34.13 萬0.22%+1,910新進查看
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF912$33.75 萬0.21%+15+1.7%加碼–
PNCPNC FINL SVCS GROUP INC COMStock1,345$33.12 萬0.21%00.0%不變查看
SCHWAB US DIVIDEND EQUITY ETF808524797ETF10,158$32.21 萬0.20%00.0%不變–
MORGAN STANLEY ETF TRUST61774R841EATO VANC BD ETF6,320$32.05 萬0.20%00.0%不變–
AMPLIFY ETF TR032108664AMPLIFY CYBERSEC2,977$31.23 萬0.20%+2,977新進–
IRMIRON MTN INC DELCOM2,465$31.14 萬0.20%−70−2.8%減碼查看
MUMICRON TECHNOLOGY INC COMStock265$30.59 萬0.19%+265新進查看
ISHARES RUSSELL MIDCAP ETF464287499ETF2,753$30.37 萬0.19%00.0%不變–
FSKFS KKR CAP CORPCOM28,662$30.1 萬0.19%−12,634−30.6%減碼查看
MRKMERCK & CO INC COMStock2,331$29.95 萬0.19%+519+28.6%加碼查看
INVESCO EXCH TRADED FD TR II46138E495PURBTA 0 5 YR11,536$29.6 萬0.19%−220−1.9%減碼–
ANETARISTA NETWORKS INC COM SHSStock1,706$28.98 萬0.18%00.0%不變查看
CMICUMMINS INC COMStock400$28.53 萬0.18%00.0%不變查看
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF5,350$28.41 萬0.18%00.0%不變–
WFCWELLS FARGO & CO COMStock3,159$26.11 萬0.17%−1,000−24.0%減碼查看
RBB FD INC74933W452F/M US TREASURY5,215$26 萬0.16%00.0%不變–
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF1,767$25.87 萬0.16%00.0%不變–
SPYSTATE STREET SPDR S&P 500 ETFETF339$25.32 萬0.16%00.0%不變查看
ISHARES RUSSELL TOP 200 GROWTH ETF464289438ETF865$25.14 萬0.16%00.0%不變–

2026 年第 1 季 之後清倉（3 檔）

2026 年第 1 季 季末還持有、這份申報已經沒有的部位。

Centerpoint Advisory Group 在 2026 年第 1 季 之後清倉的部位
證券類別2026 年第 1 季 股數2026 年第 1 季 市值2026 年第 1 季 佔組合 %
NOWSERVICENOW INC COMStock2,190$22.9 萬0.17%
ABTABBOTT LABORATORIES COMStock2,148$22.05 萬0.17%
AB ACTIVE ETFS INC00039J103ULTRA SHORT INCM4,346$21.94 萬0.17%

各季 13F 申報

Centerpoint Advisory Group 各季的 13F 申報
季度申報日持股檔數總值變化申報原文
2026 年第 2 季2026/7/29117$1.58 億與 2026 年第 1 季 比較SEC
2026 年第 1 季2026/4/29108$1.33 億與 2025 年第 4 季 比較SEC
2025 年第 4 季2026/2/3107$1.3 億與 2025 年第 3 季 比較SEC
2025 年第 3 季2025/11/4108$1.28 億與 2025 年第 2 季 比較SEC
2025 年第 2 季2025/8/6100$1.15 億與 2025 年第 1 季 比較SEC
2025 年第 1 季2025/4/2294$1.02 億與 2024 年第 4 季 比較SEC
2024 年第 4 季2025/1/3088$1.03 億–SEC