Centerpoint Advisory Group
- SEC CIK
- 0002054093
- 最新申報
- 2026/7/29
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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 萬 (+18.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 29,686 | $283.9 萬 | 1.8% | −700−2.3% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 33,731 | $303.9 萬 | 1.9% | +8,942+36.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 40,176 | $304.5 萬 | 1.9% | +916+2.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,679 | $327.8 萬 | 2.1% | +343+4.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 30,904 | $348.8 萬 | 2.2% | −880−2.8% | 減碼 | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 59,152 | $354.3 萬 | 2.2% | −3,174−5.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 125,462 | $368.9 萬 | 2.3% | +31,199+33.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 65,281 | $389.9 萬 | 2.5% | −1,879−2.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 65,197 | $446.9 萬 | 2.8% | −769−1.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 38,009 | $472.0 萬 | 3.0% | −399−1.0% | 減碼依 4 比 1 拆股換算 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 115,720 | $475.6 萬 | 3.0% | +2,183+1.9% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 53,049 | $523.0 萬 | 3.3% | −1,038−1.9% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 24,272 | $574.3 萬 | 3.6% | −910−3.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 20,646 | $597.4 萬 | 3.8% | +215+1.1% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 231,003 | $612.6 萬 | 3.9% | +13,513+6.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 38,423 | $768.8 萬 | 4.9% | −188−0.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 80,099 | $1,294 萬 | 8.2% | +5,799+7.8% | 加碼 | – |
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。