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Convergence Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Convergence Financial, LLC
报告期 2026-03-31 · CIK 0002034001
持仓数
217
前50大市值合计
$797.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
21Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 102
增持 37
减持 7
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
NVDA
NVIDIA CORPORATION
+$10.0M
81,221
增持
AAPL
APPLE INC
+$9.3M
46,048
+1673%
建仓
MSFT
MICROSOFT CORP
+$7.2M
16,053
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BIL
SPDR SER TR
+$6.6M
390,023
+23%
建仓
TSLA
TESLA INC
+$4.9M
24,991
增持
SPYG
SPDR SER TR
+$4.9M
381,493
+9%
增持
AMZN
AMAZON COM INC
+$4.7M
28,146
+591%
增持
GOOGL
ALPHABET INC
+$4.2M
25,664
+759%
增持
SPAB
SPDR SER TR
+$4.2M
678,768
+33%
减持
SPSB
SPDR SER TR
-$4.0M
291,313
-32%
建仓
AVGO
BROADCOM INC
+$3.8M
2,386
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.7M
58,812
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$3.5M
40,381
建仓
LLY
ELI LILLY & CO
+$3.0M
3,297
清仓
SOFI
SOFI TECHNOLOGIES INC
-$2.9M
0
-100%
建仓
FLCB
FRANKLIN TEMPLETON ETF TR
+$2.8M
134,485
建仓
META
META PLATFORMS INC
+$2.8M
5,531
建仓
JPM
JPMORGAN CHASE & CO.
+$2.6M
13,067
增持
SPYM
SPDR SER TR
+$1.8M
109,984
+30%
建仓
PG
PROCTER AND GAMBLE CO
+$1.7M
10,238
增持
BILS
SPDR SER TR
+$1.6M
86,542
+23%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.6M
257,771
+13%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
2,091
+304%
建仓
LOW
LOWES COS INC
+$1.4M
6,311
建仓
FTNT
FORTINET INC
+$1.4M
22,567
增持
SPDW
SPDR INDEX SHS FDS
+$1.3M
158,699
+35%
建仓
CVX
CHEVRON CORP NEW
+$1.3M
8,574
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
2,250
建仓
MRK
MERCK & CO INC
+$1.2M
9,362
建仓
NVO
NOVO-NORDISK A S
+$1.1M
7,908
建仓
VUG
VANGUARD INDEX FDS
+$1.1M
2,997
增持
IEMG
ISHARES INC
+$1.1M
45,499
+75%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$1.1M
18,551
建仓
ADBE
ADOBE INC
+$1.1M
1,925
建仓
IGEB
ISHARES TR
+$1.1M
23,748
建仓
UNP
UNION PAC CORP
+$1.0M
4,612
建仓
NOW
SERVICENOW INC
+$1.0M
1,326
建仓
ALL
ALLSTATE CORP
+$1.0M
6,518
建仓
JNJ
JOHNSON & JOHNSON
+$1.0M
7,109
建仓
DE
DEERE & CO
+$1.0M
2,752
建仓
CRM
SALESFORCE INC
+$996.3K
3,875
增持
IJH
ISHARES TR
+$944.9K
63,770
+39%
建仓
—
LINDE PLC
+$941.7K
2,146
建仓
DUK
DUKE ENERGY CORP NEW
+$927.7K
9,256
建仓
DLR
DIGITAL RLTY TR INC
+$869.0K
5,715
建仓
AME
AMETEK INC
+$863.2K
5,178
增持
SPGM
SPDR INDEX SHS FDS
+$856.1K
37,290
+58%
建仓
AFL
AFLAC INC
+$789.4K
8,839
增持
SPHY
SPDR SER TR
+$784.5K
71,194
+92%
建仓
—
BLACKROCK INC
+$781.1K
992
增持
V
VISA INC
+$755.3K
4,260
+228%
建仓
PEP
PEPSICO INC
+$749.3K
4,543
建仓
ARM
ARM HOLDINGS PLC
+$749.2K
4,579
清仓
VUSB
VANGUARD BD INDEX FDS
-$744.2K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$740.8K
3,808
建仓
FISV
FISERV INC
+$732.8K
4,917
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$727.2K
3,058
+149%
建仓
RTX
RTX CORPORATION
+$725.9K
7,230
减持
MDYG
SPDR SER TR
-$719.6K
207,370
-0%
建仓
ULTA
ULTA BEAUTY INC
+$685.3K
1,776
增持
AVUV
AMERICAN CENTY ETF TR
+$659.6K
69,571
+17%
建仓
MPC
MARATHON PETE CORP
+$628.7K
3,624
增持
SLYV
SPDR SER TR
-$625.4K
198,650
+2%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$618.4K
18,527
建仓
LMT
LOCKHEED MARTIN CORP
+$618.0K
1,323
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$612.2K
1
减持
XLK
SELECT SECTOR SPDR TR
+$602.0K
37,025
-1%
建仓
UBER
UBER TECHNOLOGIES INC
+$600.7K
8,265
建仓
COF
CAPITAL ONE FINL CORP
+$588.4K
4,250
增持
IJR
ISHARES TR
+$584.6K
20,829
+41%
建仓
VO
VANGUARD INDEX FDS
+$579.3K
2,393
减持
SLYG
SPDR SER TR
-$571.8K
195,077
-2%
增持
AVEM
AMERICAN CENTY ETF TR
+$565.2K
12,939
+233%
建仓
NVS
NOVARTIS AG
+$562.4K
5,283
增持
GBTC
GRAYSCALE BITCOIN TR BTC
-$557.4K
58,482
+1%
建仓
ABT
ABBOTT LABS
+$539.3K
5,190
建仓
MCD
MCDONALDS CORP
+$526.8K
2,067
建仓
ADI
ANALOG DEVICES INC
+$522.0K
2,287
建仓
O
REALTY INCOME CORP
+$519.4K
9,833
建仓
VB
VANGUARD INDEX FDS
+$515.0K
2,362
清仓
SPSM
SPDR SER TR
-$501.0K
0
-100%
增持
MDYV
SPDR SER TR
-$499.7K
228,341
+1%
建仓
PFE
PFIZER INC
+$483.3K
17,273
建仓
HON
HONEYWELL INTL INC
+$481.1K
2,253
建仓
ROP
ROPER TECHNOLOGIES INC
+$475.7K
844
建仓
APH
AMPHENOL CORP NEW
+$447.2K
6,638
建仓
GS
GOLDMAN SACHS GROUP INC
+$436.0K
964
增持
DIS
DISNEY WALT CO
+$435.1K
7,172
+217%
减持
SPY
SPDR S&P 500 ETF TR
-$424.5K
1,975
-31%
建仓
PYPL
PAYPAL HLDGS INC
+$422.5K
7,281
清仓
SPBO
SPDR SER TR
-$407.5K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$407.4K
10,486
建仓
MDLZ
MONDELEZ INTL INC
+$407.0K
6,219
建仓
ZTS
ZOETIS INC
+$402.7K
2,323
建仓
VZ
VERIZON COMMUNICATIONS INC
+$401.7K
9,739
建仓
NEE
NEXTERA ENERGY INC
+$397.1K
5,608
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$392.6K
2,270
建仓
FMC
FMC CORP
+$390.9K
6,792
建仓
UPS
UNITED PARCEL SERVICE INC
+$381.2K
2,785
建仓
—
MEDTRONIC PLC
+$370.9K
4,712
建仓
SPGI
S&P GLOBAL INC
+$369.7K
829
建仓
DHR
DANAHER CORPORATION
+$368.0K
1,473
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$361.5K
3,695
+116%
建仓
VOO
VANGUARD INDEX FDS
+$361.1K
722
建仓
BAC
BANK AMERICA CORP
+$358.9K
9,023
增持
WMT
WALMART INC
+$358.0K
10,145
+86%
减持
SPMD
SPDR SER TR
-$354.3K
4,238
-60%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$349.5K
7,689
建仓
BKNG
BOOKING HOLDINGS INC
+$348.6K
88
建仓
ITW
ILLINOIS TOOL WKS INC
+$342.2K
1,444
建仓
AMT
AMERICAN TOWER CORP NEW
+$324.0K
1,667
建仓
CAT
CATERPILLAR INC
+$320.4K
962
建仓
PLD
PROLOGIS INC.
+$314.4K
2,799
建仓
XOP
SPDR SER TR
+$313.1K
2,152
建仓
CSCO
CISCO SYS INC
+$305.4K
6,428
建仓
MCO
MOODYS CORP
+$303.9K
722
建仓
OMC
OMNICOM GROUP INC
+$299.1K
3,334
建仓
GIS
GENERAL MLS INC
+$296.4K
4,686
建仓
ENB
ENBRIDGE INC
+$291.3K
8,185
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$280.4K
8,525
建仓
ROST
ROSS STORES INC
+$271.5K
1,868
建仓
VTV
VANGUARD INDEX FDS
+$266.3K
1,660
建仓
VBK
VANGUARD INDEX FDS
+$259.8K
1,038
建仓
JPMB
J P MORGAN EXCHANGE TRADED F
+$258.1K
6,675
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$256.7K
1,877
增持
SPYV
SPDR SER TR
-$247.3K
453,571
+2%
建仓
KO
COCA COLA CO
+$237.7K
3,734
建仓
EOG
EOG RES INC
+$237.4K
1,886
建仓
ELV
ELEVANCE HEALTH INC
+$230.8K
426
建仓
UNH
UNITEDHEALTH GROUP INC
+$225.2K
442
建仓
—
ACCENTURE PLC IRELAND
+$221.2K
729
增持
IVV
ISHARES TR
+$216.5K
1,533
+29%
建仓
NFLX
NETFLIX INC
+$214.6K
318
建仓
FTS
FORTIS INC
+$213.9K
5,507
增持
BWX
SPDR SER TR
+$209.2K
25,943
+66%
建仓
WFC
WELLS FARGO CO NEW
+$208.9K
3,518
建仓
RWR
SPDR SER TR
+$208.1K
2,235
建仓
VTI
VANGUARD INDEX FDS
+$207.3K
775
建仓
PANW
PALO ALTO NETWORKS INC
+$205.8K
607
建仓
—
TOTALENERGIES SE
+$204.0K
3,060
增持
SPEM
SPDR INDEX SHS FDS
+$192.7K
14,617
+48%
建仓
HLN
HALEON PLC
+$153.7K
18,605
增持
GOOG
ALPHABET INC
+$150.7K
2,133
+35%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$150.2K
2,863
+61%
减持
HD
HOME DEPOT INC
-$92.9K
599
-23%
增持
VGT
VANGUARD WORLD FD
+$90.2K
1,416
+2%
增持
COIN
COINBASE GLOBAL INC
-$79.2K
2,242
+3%
增持
IUSG
ISHARES TR
+$61.1K
2,423
+15%
增持
MA
MASTERCARD INCORPORATED
+$39.7K
960
+20%
增持
ARKK
ARK ETF TR
+$35.4K
12,303
+22%
