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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 23
增持 79
减持 33
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPYV
SPDR SER TR
-$4.7M
517,552
-15%
增持
SPYM
SPDR SER TR
+$4.3M
162,738
+74%
建仓
GCOW
PACER FDS TR
+$3.7M
100,008
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。
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$3.7M
48,974
减持
SPYG
SPDR SER TR
-$3.2M
410,140
-0%
增持
TSLA
TESLA INC
-$2.9M
33,863
+17%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.8M
99,510
+361%
减持
IJR
ISHARES TR
-$2.7M
17,661
-55%
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
141,739
+72%
增持
SPAB
SPDR SER TR
+$2.3M
1,120,509
+6%
减持
NVDA
NVIDIA CORPORATION
-$2.2M
73,244
-3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.9M
61,061
+877%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$1.8M
1,268,374
+5%
增持
AVGO
BROADCOM INC
-$1.6M
27,621
+2%
增持
SLYV
SPDR SER TR
-$1.6M
239,950
+3%
增持
MDYG
SPDR SER TR
-$1.3M
230,823
+2%
增持
ITOT
ISHARES TR
+$1.3M
12,267
+588%
增持
SLYG
SPDR SER TR
-$1.2M
233,499
+2%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.1M
43,333
+99%
增持
BILS
SPDR SER TR
+$1.0M
100,590
+11%
增持
XOP
SPDR SER TR
+$979.7K
9,335
+395%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$952.1K
253,338
+7%
减持
IJH
ISHARES TR
-$932.0K
74,522
-12%
增持
GOOGL
ALPHABET INC
-$907.2K
27,948
+1%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$897.7K
18,797
减持
AMZN
AMAZON COM INC
-$876.9K
29,252
-0%
增持
XLK
SELECT SECTOR SPDR TR
-$853.1K
52,284
+4%
增持
AVUV
AMERICAN CENTY ETF TR
-$798.1K
95,414
+1%
减持
CVX
CHEVRON CORP NEW
-$731.1K
4,612
-56%
建仓
DOV
DOVER CORP
+$730.2K
4,157
建仓
FESM
FIDELITY COVINGTON TRUST
+$717.3K
24,333
增持
MSTR
MICROSTRATEGY INC
+$692.0K
3,159
+318%
清仓
SPSB
SPDR SER TR
-$676.6K
0
-100%
增持
MDYV
SPDR SER TR
-$670.3K
267,771
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$651.2K
55,543
-4%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$641.9K
0
-100%
增持
WINN
HARBOR ETF TRUST
+$616.4K
46,492
+142%
增持
BIL
SPDR SER TR
+$599.5K
364,084
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$567.4K
5,400
+6%
增持
MSFT
MICROSOFT CORP
-$539.1K
15,915
+3%
增持
AAPL
APPLE INC
-$489.4K
40,205
+7%
增持
LLY
ELI LILLY & CO
+$463.8K
3,975
+9%
增持
NOW
SERVICENOW INC
-$456.8K
2,128
+5%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$441.8K
1,009
清仓
AGG
ISHARES TR
-$417.8K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$403.7K
312,592
+2%
增持
DE
DEERE & CO
+$374.4K
2,835
+26%
增持
PANW
PALO ALTO NETWORKS INC
+$348.5K
3,595
+147%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$337.8K
958
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$335.6K
494,490
+2%
减持
IEMG
ISHARES INC
-$333.5K
54,410
-13%
增持
DUK
DUKE ENERGY CORP NEW
+$332.6K
12,805
+12%
建仓
—
EXXON MOBIL CORP
+$330.4K
2,778
清仓
PYPL
PAYPAL HLDGS INC
-$318.4K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$317.1K
3,550
+38%
减持
ARKK
ARK ETF TR
-$313.9K
4,762
-50%
清仓
ZTS
ZOETIS INC
-$307.0K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$303.1K
13,987
+111%
增持
UNP
UNION PAC CORP
+$293.2K
8,669
+13%
增持
JNJ
JOHNSON & JOHNSON
+$290.4K
6,200
+22%
增持
CRM
SALESFORCE INC
-$284.9K
6,148
+6%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$283.4K
13,043
增持
ELV
ELEVANCE HEALTH INC
+$282.7K
1,728
+36%
建仓
ABBV
ABBVIE INC
+$282.4K
1,348
建仓
TMUS
T-MOBILE US INC
+$276.3K
1,036
清仓
GDDY
GODADDY INC
-$275.1K
0
-100%
建仓
CNA
CNA FINL CORP
+$268.7K
5,291
建仓
—
ENSTAR GROUP LIMITED
+$263.9K
794
建仓
IBOC
INTERNATIONAL BANCSHARES COR
+$257.9K
4,090
建仓
COP
CONOCOPHILLIPS
+$252.7K
2,406
清仓
PLD
PROLOGIS INC.
-$249.4K
0
-100%
建仓
LOPE
GRAND CANYON ED INC
+$248.6K
1,437
建仓
HRB
BLOCK H & R INC
+$246.0K
4,480
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$240.9K
0
-100%
清仓
ROST
ROSS STORES INC
-$234.9K
0
-100%
建仓
KO
COCA COLA CO
+$234.8K
3,278
建仓
MCY
MERCURY GENL CORP NEW
+$232.2K
4,153
建仓
TPR
TAPESTRY INC
+$231.5K
3,288
建仓
COR
CENCORA INC
+$228.3K
821
减持
DIS
DISNEY WALT CO
-$226.5K
4,293
-26%
建仓
DORM
DORMAN PRODS INC
+$224.0K
1,858
减持
DLR
DIGITAL RLTY TR INC
-$223.9K
3,999
-11%
清仓
SPSM
SPDR SER TR
-$220.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$217.9K
0
-100%
清仓
—
MEDTRONIC PLC
-$210.9K
0
-100%
清仓
MCO
MOODYS CORP
-$208.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$208.2K
15,458
+3%
建仓
SPTI
SPDR SER TR
+$205.9K
7,205
增持
CVLT
COMMVAULT SYS INC
+$203.2K
2,616
+88%
清仓
MINT
PIMCO ETF TR
-$202.8K
0
-100%
清仓
PDX
PIMCO DYNAMIC INCOME STRATEG
-$202.6K
0
-100%
增持
FISV
FISERV INC
+$199.9K
8,399
+4%
增持
O
REALTY INCOME CORP
+$196.7K
18,931
+12%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$182.5K
336
+33%
增持
COST
COSTCO WHSL CORP NEW
+$174.9K
2,697
+4%
增持
ALL
ALLSTATE CORP
+$168.0K
8,863
+2%
减持
APH
AMPHENOL CORP NEW
-$161.7K
3,897
-35%
增持
PG
PROCTER AND GAMBLE CO
+$158.3K
12,536
+6%
增持
COIN
COINBASE GLOBAL INC
-$153.0K
2,050
+1%
减持
ADBE
ADOBE INC
-$137.0K
1,229
-10%
增持
AMGN
AMGEN INC
+$135.2K
1,284
+26%
增持
AVEM
AMERICAN CENTY ETF TR
+$125.5K
19,341
+10%
增持
NVO
NOVO-NORDISK A S
-$124.4K
12,521
+8%
增持
MTUM
ISHARES TR
+$123.8K
68,081
+3%
减持
VGT
VANGUARD WORLD FD
-$122.8K
1,397
-1%
增持
VTI
VANGUARD INDEX FDS
+$120.2K
1,620
+44%
增持
—
LINDE PLC
+$119.2K
1,688
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$119.0K
9,794
+20%
增持
WMT
WALMART INC
+$106.4K
10,866
+16%
增持
—
ACCENTURE PLC IRELAND
+$105.0K
1,918
+37%
减持
TXN
TEXAS INSTRS INC
-$105.0K
2,479
-16%
增持
FTNT
FORTINET INC
+$103.7K
28,908
+2%
增持
TJX
TJX COS INC NEW
+$102.7K
2,731
+44%
增持
ARM
ARM HOLDINGS PLC
-$99.1K
6,991
+2%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$93.9K
11,447
+27%
增持
MPC
MARATHON PETE CORP
+$91.4K
6,318
+6%
减持
CAT
CATERPILLAR INC
-$86.8K
903
-15%
减持
BLK
BLACKROCK INC
-$84.8K
758
-3%
增持
VTV
VANGUARD INDEX FDS
+$84.2K
2,096
+28%
增持
ULTA
ULTA BEAUTY INC
-$83.1K
3,047
+10%
增持
AME
AMETEK INC
+$78.6K
10,608
+9%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$77.1K
10,988
-4%
减持
GOOG
ALPHABET INC
-$77.0K
2,159
-1%
增持
META
META PLATFORMS INC
+$75.8K
6,434
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$74.2K
13,429
+13%
减持
SPGM
SPDR INDEX SHS FDS
-$71.8K
31,452
-2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$67.2K
57,146
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$62.1K
2,381
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$61.8K
1,609
+19%
减持
AFL
AFLAC INC
-$61.2K
5,980
-15%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$60.5K
30,249
-4%
减持
ADI
ANALOG DEVICES INC
-$60.4K
1,779
-10%
增持
GIS
GENERAL MLS INC
+$60.0K
5,609
+30%
增持
ROP
ROPER TECHNOLOGIES INC
+$59.5K
689
+3%
减持
V
VISA INC
+$58.9K
3,692
-6%
增持
MDLZ
MONDELEZ INTL INC
+$57.8K
4,771
+7%
增持
CSCO
CISCO SYS INC
+$55.8K
5,156
+16%
增持
LOW
LOWES COS INC
+$55.6K
8,231
+9%
减持
UBER
UBER TECHNOLOGIES INC
+$52.0K
6,235
-7%
减持
PEP
PEPSICO INC
-$51.2K
2,790
-10%
增持
SPHY
SPDR SER TR
+$50.1K
85,526
+3%
增持
MRK
MERCK & CO INC
-$47.8K
10,063
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$43.7K
12,156
-11%
减持
QQQ
INVESCO QQQ TR
-$41.6K
428
-10%
减持
NVS
NOVARTIS AG
-$40.7K
2,997
-22%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.1K
3,264
+7%
减持
PFE
PFIZER INC
-$36.0K
8,098
-11%
增持
NFLX
NETFLIX INC
+$35.6K
324
+8%
增持
FMC
FMC CORP
-$35.3K
12,528
+8%
减持
IVV
ISHARES TR
-$35.1K
1,227
-0%
