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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 65
减持 62
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPAB
SPDR SER TR
+$22.8M
1,522,309
+124%
建仓
MTUM
ISHARES TR
+$12.8M
63,350
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$10.0M
434,405
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
SPYV
SPDR SER TR
+$4.6M
505,014
+11%
增持
SPYG
SPDR SER TR
+$3.7M
413,223
+8%
增持
BIL
SPDR SER TR
+$3.6M
428,820
+10%
增持
SLYV
SPDR SER TR
+$3.4M
218,346
+10%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.3M
289,252
+12%
增持
MDYV
SPDR SER TR
+$3.2M
249,956
+9%
增持
SLYG
SPDR SER TR
+$3.1M
212,742
+9%
清仓
FLCB
FRANKLIN TEMPLETON ETF TR
-$2.8M
0
-100%
增持
MDYG
SPDR SER TR
+$2.4M
226,381
+9%
增持
TSLA
TESLA INC
+$2.4M
41,164
+65%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
81,182
+17%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
5,750
+642%
增持
IJR
ISHARES TR
+$1.4M
30,634
+47%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
42,578
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$931.2K
4,726
+55%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$882.6K
29,273
增持
FTNT
FORTINET INC
+$862.9K
28,665
+27%
增持
AVGO
BROADCOM INC
+$812.7K
26,915
+1028%
增持
UNP
UNION PAC CORP
+$791.5K
7,445
+61%
增持
NOW
SERVICENOW INC
+$747.5K
2,002
+51%
增持
AME
AMETEK INC
+$709.3K
9,158
+77%
减持
SPDW
SPDR INDEX SHS FDS
-$707.4K
129,387
-18%
增持
META
META PLATFORMS INC
+$695.7K
6,087
+10%
增持
FISV
FISERV INC
+$690.6K
7,923
+61%
减持
AAPL
APPLE INC
-$663.3K
38,778
-16%
增持
SPY
SPDR S&P 500 ETF TR
+$653.3K
3,012
+53%
增持
GS
GOLDMAN SACHS GROUP INC
+$614.1K
2,121
+120%
增持
ALL
ALLSTATE CORP
+$613.5K
8,722
+34%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$612.2K
0
-100%
增持
LOW
LOWES COS INC
+$599.8K
7,351
+16%
增持
CRM
SALESFORCE INC
+$576.2K
5,745
+48%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$575.6K
2,942
+31%
增持
BILS
SPDR SER TR
+$558.6K
91,969
+6%
增持
SPYM
SPDR SER TR
+$556.7K
112,512
+2%
增持
COST
COSTCO WHSL CORP NEW
+$548.9K
2,624
+25%
增持
O
REALTY INCOME CORP
+$500.6K
16,083
+64%
建仓
DLN
WISDOMTREE TR
+$489.3K
6,228
减持
MSFT
MICROSOFT CORP
-$477.3K
15,565
-3%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$444.8K
25,044
+35%
增持
JPM
JPMORGAN CHASE & CO.
+$444.6K
14,643
+12%
增持
IJH
ISHARES TR
+$442.5K
66,982
+5%
减持
NVDA
NVIDIA CORPORATION
-$423.6K
79,137
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$396.7K
18,377
+42%
增持
ULTA
ULTA BEAUTY INC
+$386.7K
2,755
+55%
建仓
QQQ
INVESCO QQQ TR
+$379.8K
778
建仓
SPSM
SPDR SER TR
+$357.5K
7,856
增持
IEMG
ISHARES INC
+$357.3K
48,647
+7%
增持
PG
PROCTER AND GAMBLE CO
+$350.5K
11,772
+15%
减持
ADBE
ADOBE INC
-$345.0K
1,399
-27%
增持
ELV
ELEVANCE HEALTH INC
+$341.2K
1,100
+158%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$329.5K
58,525
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$329.3K
5,227
增持
DUK
DUKE ENERGY CORP NEW
+$316.9K
10,794
+17%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$305.5K
6,715
增持
MPC
MARATHON PETE CORP
+$299.2K
5,696
+57%
建仓
BND
VANGUARD BD INDEX FDS
+$286.3K
3,812
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$256.7K
0
-100%
增持
FMC
FMC CORP
+$256.2K
9,813
+44%
增持
BWX
SPDR SER TR
+$254.7K
34,702
+34%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$253.1K
6,946
增持
GOOGL
ALPHABET INC
-$252.6K
26,664
+4%
建仓
SCHD
SCHWAB STRATEGIC TR
+$241.8K
2,861
增持
SPHY
SPDR SER TR
+$239.0K
78,704
+11%
清仓
EOG
EOG RES INC
-$237.4K
0
-100%
建仓
IWR
ISHARES TR
+$235.0K
2,666
减持
COF
CAPITAL ONE FINL CORP
-$234.9K
2,361
-44%
建仓
TJX
TJX COS INC NEW
+$231.0K
1,965
清仓
FTS
FORTIS INC
-$213.9K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$208.9K
0
-100%
建仓
AMGN
AMGEN INC
+$204.3K
634
清仓
—
TOTALENERGIES SE
-$204.0K
0
-100%
建仓
IWD
ISHARES TR
+$201.6K
1,062
增持
LLY
ELI LILLY & CO
+$200.9K
3,596
+9%
增持
IGEB
ISHARES TR
+$199.9K
26,971
+14%
增持
NVO
NOVO-NORDISK A S
+$198.9K
11,151
+41%
减持
PEP
PEPSICO INC
-$197.5K
3,245
-29%
增持
VO
VANGUARD INDEX FDS
+$196.0K
2,939
+23%
减持
DLR
DIGITAL RLTY TR INC
-$173.3K
4,299
-25%
减持
MRK
MERCK & CO INC
-$172.3K
8,689
-7%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$169.3K
40,832
+1%
减持
PFE
PFIZER INC
-$167.8K
10,902
-37%
增持
ARM
ARM HOLDINGS PLC
+$166.2K
6,401
+40%
减持
—
LINDE PLC
-$163.4K
1,632
-24%
减持
UPS
UNITED PARCEL SERVICE INC
-$157.5K
1,640
-41%
减持
JNJ
JOHNSON & JOHNSON
-$156.5K
5,445
-23%
减持
VUG
VANGUARD INDEX FDS
-$156.0K
2,513
-16%
增持
SPGM
SPDR INDEX SHS FDS
+$153.4K
37,361
+0%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
-$152.9K
58,627
+0%
减持
TXN
TEXAS INSTRS INC
-$149.9K
2,860
-25%
减持
DIS
DISNEY WALT CO
-$137.8K
5,970
-17%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$128.8K
57,465
-2%
减持
NVS
NOVARTIS AG
-$126.0K
3,794
-28%
增持
MA
MASTERCARD INCORPORATED
+$125.6K
1,112
+16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$122.3K
6,219
-36%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$122.2K
10,170
+32%
减持
IVV
ISHARES TR
-$121.2K
1,244
-19%
减持
WMT
WALMART INC
+$115.6K
9,939
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$113.1K
6,487
-22%
减持
—
MEDTRONIC PLC
-$111.3K
2,883
-39%
减持
COIN
COINBASE GLOBAL INC
-$102.5K
2,221
-1%
减持
DE
DEERE & CO
-$100.1K
2,224
-19%
减持
RTX
RTX CORPORATION
-$99.6K
5,169
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$97.7K
552
+25%
减持
TFC
TRUIST FINL CORP
-$95.9K
7,283
-31%
减持
PYPL
PAYPAL HLDGS INC
-$91.1K
4,247
-42%
增持
CVX
CHEVRON CORP NEW
+$90.9K
9,723
+13%
减持
ITW
ILLINOIS TOOL WKS INC
-$90.8K
959
-34%
减持
MDLZ
MONDELEZ INTL INC
-$86.8K
4,347
-30%
增持
SPGI
S&P GLOBAL INC
+$84.4K
879
+6%
减持
MCO
MOODYS CORP
-$82.8K
466
-35%
减持
HON
HONEYWELL INTL INC
-$80.9K
1,936
-14%
减持
BAC
BANK AMERICA CORP
-$80.1K
7,026
-22%
增持
ARKK
ARK ETF TR
+$78.8K
13,035
+6%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$78.1K
5,814
-32%
减持
ROP
ROPER TECHNOLOGIES INC
-$74.5K
721
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$73.1K
1,445
-36%
减持
V
VISA INC
-$70.2K
3,811
-11%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$69.9K
3,318
+16%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$67.7K
3,064
-17%
减持
SPSB
SPDR SER TR
+$67.6K
287,965
-1%
减持
ABT
ABBOTT LABS
-$61.3K
4,192
-19%
减持
XOP
SPDR SER TR
-$61.2K
1,915
-11%
减持
CSCO
CISCO SYS INC
-$58.2K
4,644
-28%
减持
AMT
AMERICAN TOWER CORP NEW
-$56.4K
1,151
-31%
减持
ADI
ANALOG DEVICES INC
-$53.9K
2,034
-11%
减持
VB
VANGUARD INDEX FDS
-$50.3K
1,959
-17%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$49.3K
18,355
-1%
减持
—
BLACKROCK INC
-$48.8K
771
-22%
减持
NEE
NEXTERA ENERGY INC
+$47.8K
5,264
-6%
减持
SPEM
SPDR INDEX SHS FDS
+$46.7K
14,471
-1%
减持
APH
AMPHENOL CORP NEW
-$46.3K
6,153
-7%
减持
MCD
MCDONALDS CORP
-$41.7K
1,593
-23%
增持
—
ACCENTURE PLC IRELAND
+$41.5K
743
+2%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$41.2K
7,368
+10%
增持
VOO
VANGUARD INDEX FDS
+$39.0K
758
+5%
减持
HLN
HALEON PLC
-$37.7K
10,958
-41%
减持
OMC
OMNICOM GROUP INC
-$37.6K
2,529
-24%
减持
ENB
ENBRIDGE INC
-$34.7K
6,318
-23%
减持
BKNG
BOOKING HOLDINGS INC
-$32.7K
75
-15%
减持
LMT
LOCKHEED MARTIN CORP
+$31.5K
1,111
-16%
减持
RWR
SPDR SER TR
+$29.7K
2,228
-0%
增持
GOOG
ALPHABET INC
-$27.5K
2,176
+2%
减持
KO
COCA COLA CO
-$27.1K
2,930
-22%
减持
HD
HOME DEPOT INC
+$26.9K
575
-4%
减持
PLD
PROLOGIS INC.
-$24.8K
2,293
-18%
减持
ROST
ROSS STORES INC
-$24.5K
1,641
-12%
减持
VTV
VANGUARD INDEX FDS
+$22.0K
1,651
-1%
