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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 66
减持 53
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
FLCB
FRANKLIN TEMPLETON ETF TR
+$25.5M
1,208,278
减持
SPAB
SPDR SER TR
-$13.5M
1,054,048
-31%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$11.8M
236,472
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。
减持
SPSB
SPDR SER TR
-$8.0M
22,660
-92%
减持
BIL
SPDR SER TR
-$6.6M
358,722
-16%
增持
SPYV
SPDR SER TR
+$4.4M
608,587
+21%
减持
TSLA
TESLA INC
+$4.3M
28,865
-30%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$3.7M
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$2.0M
82,385
-36%
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
50,097
+18%
减持
SPYG
SPDR SER TR
+$1.9M
411,930
-0%
增持
AVGO
BROADCOM INC
+$1.6M
27,000
+0%
增持
SLYV
SPDR SER TR
+$1.5M
234,072
+7%
增持
MDYV
SPDR SER TR
+$1.4M
265,612
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
94,430
+16%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.3M
57,700
-2%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
1,122
-80%
减持
SPYM
SPDR SER TR
-$1.2M
93,434
-17%
增持
IJH
ISHARES TR
+$1.1M
84,744
+27%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.1M
21,759
增持
AMZN
AMAZON COM INC
+$999.9K
29,365
+1%
增持
IJR
ISHARES TR
+$984.3K
39,639
+29%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$926.0K
307,397
+6%
增持
SLYG
SPDR SER TR
+$814.1K
228,251
+7%
增持
GOOGL
ALPHABET INC
+$806.9K
27,623
+4%
建仓
BLK
BLACKROCK INC
+$802.2K
783
增持
MTUM
ISHARES TR
+$792.4K
65,906
+4%
清仓
—
BLACKROCK INC
-$732.3K
0
-100%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$722.3K
484,942
+12%
减持
SPY
SPDR S&P 500 ETF TR
-$563.0K
1,988
-34%
建仓
WINN
HARBOR ETF TRUST
+$522.7K
19,210
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$508.5K
21,601
+211%
减持
NVDA
NVIDIA CORPORATION
+$503.4K
75,313
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$496.1K
14,950
+2%
清仓
DLN
WISDOMTREE TR
-$489.3K
0
-100%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$478.0K
11,417
增持
IEMG
ISHARES INC
+$477.1K
62,619
+29%
减持
FTNT
FORTINET INC
+$456.0K
28,355
-1%
建仓
AGG
ISHARES TR
+$417.8K
4,312
减持
SPGM
SPDR INDEX SHS FDS
-$384.9K
32,133
-14%
减持
AAPL
APPLE INC
+$384.9K
37,617
-3%
增持
LLY
ELI LILLY & CO
-$366.5K
3,652
+2%
增持
CRM
SALESFORCE INC
+$362.3K
5,787
+1%
减持
VO
VANGUARD INDEX FDS
-$360.7K
1,570
-47%
增持
NOW
SERVICENOW INC
+$360.4K
2,029
+1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$351.6K
6,628
建仓
TRPA
HARTFORD FDS EXCHANGE TRADED
+$350.8K
9,009
增持
NVO
NOVO-NORDISK A S
-$333.9K
11,554
+4%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$329.5K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$329.3K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$305.5K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$298.8K
252
清仓
BND
VANGUARD BD INDEX FDS
-$286.3K
0
-100%
建仓
GDDY
GODADDY INC
+$275.1K
1,394
清仓
AMT
AMERICAN TOWER CORP NEW
-$267.7K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$246.2K
2,573
+78%
清仓
SCHD
SCHWAB STRATEGIC TR
-$241.8K
0
-100%
清仓
RWR
SPDR SER TR
-$237.8K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$235.7K
3,045
+4%
清仓
IWR
ISHARES TR
-$235.0K
0
-100%
增持
FISV
FISERV INC
+$231.5K
8,056
+2%
增持
—
ACCENTURE PLC IRELAND
+$230.7K
1,402
+89%
建仓
ITOT
ISHARES TR
+$229.5K
1,784
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$219.2K
1,621
-51%
建仓
MSTR
MICROSTRATEGY INC
+$218.7K
755
建仓
WFC
WELLS FARGO CO NEW
+$212.4K
3,024
清仓
KO
COCA COLA CO
-$210.5K
0
-100%
建仓
CVLT
COMMVAULT SYS INC
+$209.5K
1,388
建仓
MINT
PIMCO ETF TR
+$202.8K
2,021
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$202.6K
7,753
清仓
IWD
ISHARES TR
-$201.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$188.4K
2,163
+2%
增持
V
VISA INC
+$187.3K
3,908
+3%
减持
MSFT
MICROSOFT CORP
-$184.5K
15,452
-1%
减持
BILS
SPDR SER TR
-$183.0K
90,522
-2%
增持
MDYG
SPDR SER TR
-$178.4K
226,543
+0%
增持
AME
AMETEK INC
+$174.9K
9,694
+6%
减持
AVEM
AMERICAN CENTY ETF TR
-$148.9K
17,661
-4%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$148.3K
27,071
+8%
增持
META
META PLATFORMS INC
+$148.1K
6,204
+2%
减持
JNJ
JOHNSON & JOHNSON
-$144.7K
5,101
-6%
减持
QQQ
INVESCO QQQ TR
-$137.3K
474
-39%
减持
SPSM
SPDR SER TR
-$136.9K
4,911
-37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$133.4K
5,093
+8%
增持
ULTA
ULTA BEAUTY INC
+$128.0K
2,759
+0%
增持
LOW
LOWES COS INC
-$127.0K
7,553
+3%
减持
DHR
DANAHER CORPORATION
-$120.9K
1,020
-20%
增持
O
REALTY INCOME CORP
-$118.5K
16,878
+5%
减持
ADBE
ADOBE INC
-$116.0K
1,368
-2%
清仓
HLN
HALEON PLC
-$115.9K
0
-100%
减持
—
LINDE PLC
-$111.6K
1,593
-2%
减持
COIN
COINBASE GLOBAL INC
+$110.3K
2,038
-8%
减持
BWX
SPDR SER TR
-$106.6K
32,914
-5%
增持
ELV
ELEVANCE HEALTH INC
-$103.1K
1,271
+16%
增持
DLR
DIGITAL RLTY TR INC
+$101.2K
4,494
+5%
增持
MPC
MARATHON PETE CORP
-$98.8K
5,943
+4%
增持
COF
CAPITAL ONE FINL CORP
+$87.5K
2,473
+5%
增持
UBER
UBER TECHNOLOGIES INC
-$85.3K
6,669
+3%
减持
NEE
NEXTERA ENERGY INC
-$85.1K
5,019
-5%
增持
FMC
FMC CORP
-$83.2K
11,599
+18%
减持
PEP
PEPSICO INC
-$82.3K
3,088
-5%
增持
UNP
UNION PAC CORP
-$80.1K
7,695
+3%
减持
ARKK
ARK ETF TR
-$79.1K
9,520
-27%
减持
DIS
DISNEY WALT CO
+$76.0K
5,840
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$75.1K
13,611
-6%
减持
PFE
PFIZER INC
-$74.3K
9,092
-17%
减持
ZTS
ZOETIS INC
-$73.8K
1,884
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$73.3K
493
-11%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$72.6K
11,934
+17%
增持
CVX
CHEVRON CORP NEW
+$70.7K
10,375
+7%
增持
ARM
ARM HOLDINGS PLC
-$69.8K
6,855
+7%
增持
VOO
VANGUARD INDEX FDS
+$68.5K
870
+15%
增持
CAT
CATERPILLAR INC
+$63.3K
1,060
+29%
增持
BKNG
BOOKING HOLDINGS INC
+$61.7K
76
+1%
增持
NVS
NOVARTIS AG
-$61.5K
3,852
+2%
增持
PG
PROCTER AND GAMBLE CO
-$60.9K
11,798
+0%
增持
AMGN
AMGEN INC
+$60.5K
1,016
+60%
增持
SPHY
SPDR SER TR
+$60.1K
83,210
+6%
增持
NFLX
NETFLIX INC
+$55.1K
299
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$54.4K
667
-7%
增持
MDLZ
MONDELEZ INTL INC
-$54.3K
4,451
+2%
增持
AFL
AFLAC INC
-$51.4K
7,020
+1%
减持
RTX
RTX CORPORATION
-$50.0K
4,980
-4%
减持
COST
COSTCO WHSL CORP NEW
+$49.7K
2,593
-1%
增持
IGEB
ISHARES TR
+$49.0K
29,359
+9%
减持
ADI
ANALOG DEVICES INC
-$49.0K
1,973
-3%
减持
—
MEDTRONIC PLC
-$48.7K
2,640
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$48.6K
1,456
+130%
增持
VZ
VERIZON COMMUNICATIONS INC
+$45.9K
8,133
+31%
减持
WMT
WALMART INC
+$45.0K
9,381
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$42.9K
2,880
-6%
增持
TXN
TEXAS INSTRS INC
-$40.4K
2,936
+3%
增持
PLD
PROLOGIS INC.
-$40.2K
2,359
+3%
减持
ABT
ABBOTT LABS
-$39.7K
3,875
-8%
减持
MCD
MCDONALDS CORP
-$36.1K
1,549
-3%
增持
MRK
MERCK & CO INC
-$35.7K
9,560
+10%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$34.9K
31,399
+7%
减持
SPGI
S&P GLOBAL INC
-$34.8K
842
-4%
减持
HON
HONEYWELL INTL INC
+$33.4K
1,920
-1%
减持
VUG
VANGUARD INDEX FDS
+$33.0K
2,431
-3%
减持
VB
VANGUARD INDEX FDS
-$32.4K
1,799
-8%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$30.1K
6,251
+8%
增持
OMC
OMNICOM GROUP INC
-$29.7K
2,694
+7%
增持
DE
DEERE & CO
+$27.9K
2,256
+1%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$25.9K
17,904
-2%
减持
BAC
BANK AMERICA CORP
-$21.9K
5,845
-17%
减持
ENB
ENBRIDGE INC
-$21.3K
5,546
-12%
减持
HD
HOME DEPOT INC
-$16.6K
557
-3%
减持
APH
AMPHENOL CORP NEW
+$16.3K
6,008
-2%
增持
DUK
DUKE ENERGY CORP NEW
-$15.3K
11,410
+6%
