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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 90
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$10.0M
95,062
减持
BILS
SPDR SERIES TRUST
-$9.4M
5,705
-94%
增持
SPYG
SPDR SERIES TRUST
+$7.5M
424,818
+4%
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
SPY
SPDR S&P 500 ETF TR
+$5.3M
10,432
+397%
建仓
CLIP
GLOBAL X FDS
+$5.1M
50,564
减持
BIL
SPDR SERIES TRUST
-$4.7M
312,414
-14%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$4.2M
36,901
增持
XLK
SELECT SECTOR SPDR TR
+$4.1M
58,891
+13%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$4.0M
56,005
增持
MTUM
ISHARES TR
+$3.8M
73,191
+8%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$3.6M
3,024
-95%
减持
NVDA
NVIDIA CORPORATION
+$3.3M
70,929
-3%
增持
MDYG
SPDR SERIES TRUST
+$3.0M
245,665
+6%
增持
IEMG
ISHARES INC
+$2.8M
95,045
+75%
减持
AVGO
BROADCOM INC
+$2.7M
26,702
-3%
减持
SLYV
SPDR SERIES TRUST
-$2.7M
202,579
-16%
增持
SPYV
SPDR SERIES TRUST
+$2.6M
554,178
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$2.4M
187,076
+32%
减持
SLYG
SPDR SERIES TRUST
-$2.4M
191,830
-18%
增持
MSFT
MICROSOFT CORP
+$2.3M
16,566
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.3M
47,528
+240%
增持
MDYV
SPDR SERIES TRUST
+$1.8M
282,007
+5%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.8M
330,056
+6%
增持
SPYM
SPDR SERIES TRUST
+$1.7M
170,896
+5%
建仓
INTU
INTUIT
+$1.7M
2,175
增持
AMZN
AMAZON COM INC
+$1.6M
32,695
+12%
增持
META
META PLATFORMS INC
+$1.4M
6,920
+8%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.3M
18,233
-58%
增持
GOOGL
ALPHABET INC
+$1.2M
31,207
+12%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
276,099
+9%
增持
ITOT
ISHARES TR
+$1.0M
18,501
+51%
增持
AVUV
AMERICAN CENTY ETF TR
+$943.5K
101,655
+7%
建仓
UI
UBIQUITI INC
+$939.0K
2,281
增持
TSLA
TESLA INC
+$922.2K
47,936
+42%
清仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$897.7K
0
-100%
建仓
GEN
GEN DIGITAL INC
+$839.9K
28,567
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$799.1K
110,044
+11%
增持
NOW
SERVICENOW INC
+$796.9K
2,423
+14%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$760.8K
51,639
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$696.3K
15,481
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$678.9K
2,797
+17%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$671.7K
2,349
-28%
增持
WINN
HARBOR ETF TRUST
+$626.5K
60,622
+30%
增持
ARM
ARM HOLDINGS PLC
+$465.0K
7,491
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$420.5K
61,792
+1%
清仓
CVLT
COMMVAULT SYS INC
-$412.7K
0
-100%
增持
ULTA
ULTA BEAUTY INC
+$407.3K
3,258
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$405.8K
1,460
+52%
增持
FESM
FIDELITY COVINGTON TRUST
+$391.1K
34,648
+42%
增持
DHR
DANAHER CORPORATION
+$388.2K
3,255
+162%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$384.0K
1,692
-52%
增持
FISV
FISERV INC
-$375.1K
8,582
+2%
增持
WMT
WALMART INC
+$362.6K
13,464
+24%
增持
FTNT
FORTINET INC
+$362.4K
29,749
+3%
增持
BWX
SPDR SERIES TRUST
+$361.9K
45,054
+41%
增持
PANW
PALO ALTO NETWORKS INC
+$355.9K
4,737
+32%
建仓
MUSA
MURPHY USA INC
+$355.1K
873
增持
MCY
MERCURY GENL CORP NEW
+$330.4K
8,354
+101%
增持
MSI
MOTOROLA SOLUTIONS INC
+$328.5K
1,832
+82%
建仓
NOC
NORTHROP GRUMMAN CORP
+$321.2K
642
建仓
CTAS
CINTAS CORP
+$320.5K
1,438
建仓
WM
WASTE MGMT INC DEL
+$312.1K
1,364
建仓
HERD
PACER FDS TR
+$282.4K
7,091
建仓
MO
ALTRIA GROUP INC
+$270.4K
4,611
清仓
UNH
UNITEDHEALTH GROUP INC
-$265.3K
0
-100%
减持
FLCB
FRANKLIN TEMPLETON ETF TR
-$253.6K
1,255,116
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$250.9K
8,124
+2318%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$250.8K
2,335
增持
SPGM
SPDR INDEX SHS FDS
+$249.0K
32,061
+2%
清仓
LOPE
GRAND CANYON ED INC
-$248.6K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$246.6K
2,827
+47%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$245.7K
53,626
+9%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$239.3K
30,652
+9%
增持
IBOC
INTERNATIONAL BANCSHARES COR
+$237.4K
7,442
+82%
清仓
KO
COCA COLA CO
-$234.8K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$218.5K
20,167
+4%
增持
IJR
ISHARES TR
+$214.9K
18,865
+7%
建仓
KOF
COCA-COLA FEMSA SAB DE CV
+$214.0K
2,212
建仓
IWD
ISHARES TR
+$213.1K
1,097
增持
—
ENSTAR GROUP LIMITED
+$213.0K
1,418
+79%
增持
CAT
CATERPILLAR INC
+$211.7K
1,312
+45%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$208.8K
16,806
+47%
增持
VUG
VANGUARD INDEX FDS
+$206.2K
2,787
+2%
清仓
SPTI
SPDR SER TR
-$205.9K
0
-100%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$205.4K
1,305
清仓
PFE
PFIZER INC
-$205.2K
0
-100%
建仓
CBSH
COMMERCE BANCSHARES INC
+$203.2K
3,268
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$202.5K
484,386
-2%
增持
UNP
UNION PAC CORP
+$193.0K
9,740
+12%
增持
—
LINDE PLC
+$184.9K
2,069
+23%
增持
AME
AMETEK INC
+$182.2K
11,098
+5%
增持
CNA
CNA FINL CORP
+$182.2K
9,691
+83%
增持
SPHY
SPDR SERIES TRUST
+$172.2K
91,394
+7%
减持
FMC
FMC CORP
-$170.1K
8,585
-31%
增持
GCOW
PACER FDS TR
+$168.1K
101,827
+2%
增持
DORM
DORMAN PRODS INC
+$167.2K
3,189
+72%
增持
SPAB
SPDR SERIES TRUST
+$166.9K
1,124,404
+0%
增持
HRB
BLOCK H & R INC
+$166.7K
7,518
+68%
增持
COR
CENCORA INC
+$155.8K
1,281
+56%
减持
DE
DEERE & CO
-$153.8K
2,314
-18%
增持
ABBV
ABBVIE INC
+$153.2K
2,347
+74%
增持
COST
COSTCO WHSL CORP NEW
+$152.8K
2,731
+1%
减持
PEP
PEPSICO INC
-$142.5K
2,089
-25%
减持
ADBE
ADOBE INC
-$142.1K
851
-31%
增持
MPC
MARATHON PETE CORP
+$133.8K
6,347
+0%
增持
PG
PROCTER AND GAMBLE CO
-$131.4K
12,584
+0%
增持
CRM
SALESFORCE INC
+$131.3K
6,532
+6%
增持
GOOG
ALPHABET INC
+$130.6K
2,638
+22%
减持
UBER
UBER TECHNOLOGIES INC
+$126.0K
6,219
-0%
减持
CVX
CHEVRON CORP NEW
-$111.3K
4,611
-0%
减持
IJH
ISHARES TR
+$111.1K
71,903
-4%
减持
NFLX
NETFLIX INC
+$110.3K
308
-5%
增持
TMUS
T-MOBILE US INC
+$104.2K
1,597
+54%
增持
V
VISA INC
+$95.1K
3,913
+6%
增持
IVV
ISHARES TR
+$94.2K
1,262
+3%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$90.4K
10,291
-6%
减持
GIS
GENERAL MLS INC
-$84.1K
4,849
-14%
减持
VGT
VANGUARD WORLD FD
+$82.7K
1,267
-9%
增持
BLK
BLACKROCK INC
+$80.4K
760
+0%
减持
DIS
DISNEY WALT CO
+$79.0K
4,054
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$77.0K
12,047
+23%
增持
HON
HONEYWELL INTL INC
+$76.8K
2,157
+7%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$75.6K
29,169
-4%
减持
AFL
AFLAC INC
-$73.9K
5,604
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$73.7K
1,711
+6%
减持
DLR
DIGITAL RLTY TR INC
+$70.6K
3,692
-8%
增持
QQQ
INVESCO QQQ TR
+$68.6K
488
+14%
增持
O
REALTY INCOME CORP
+$66.2K
20,211
+7%
增持
TPR
TAPESTRY INC
+$65.8K
3,386
+3%
增持
JNJ
JOHNSON & JOHNSON
-$61.0K
6,332
+2%
减持
OMC
OMNICOM GROUP INC
-$51.9K
2,840
-8%
减持
BKNG
BOOKING HOLDINGS INC
+$50.5K
70
-9%
增持
ALL
ALLSTATE CORP
-$49.6K
8,870
+0%
增持
WFC
WELLS FARGO CO NEW
+$49.5K
3,636
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$49.0K
2,841
+3%
增持
NVO
NOVO-NORDISK A S
+$44.8K
13,245
+6%
增持
CSCO
CISCO SYS INC
+$43.1K
5,207
+1%
减持
ARKK
ARK ETF TR
+$42.7K
3,831
-20%
增持
LLY
ELI LILLY & CO
+$42.6K
4,266
+7%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$42.3K
14,270
+6%
减持
VO
VANGUARD INDEX FDS
-$40.4K
1,388
-16%
减持
IUSG
ISHARES TR
+$40.0K
2,242
-4%
减持
ITW
ILLINOIS TOOL WKS INC
-$37.9K
972
-13%
增持
LOW
LOWES COS INC
-$37.9K
8,481
+3%
增持
MRK
MERCK & CO INC
-$37.5K
10,936
+9%
增持
VTV
VANGUARD INDEX FDS
+$37.2K
2,259
+8%
增持
COP
CONOCOPHILLIPS
-$36.6K
2,407
+0%
增持
AMGN
AMGEN INC
+$35.8K
1,561
+22%
减持
VTI
VANGUARD INDEX FDS
-$32.2K
1,359
-16%
增持
AAPL
APPLE INC
-$31.8K
43,373
+8%
