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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 21
增持 65
减持 53
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SERIES TRUST
+$16.1M
541,535
+27%
建仓
NBSD
NEUBERGER BERMAN ETF TRUST
+$11.4M
222,811
建仓
IDEV
ISHARES TR
+$9.1M
113,268
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 SERIES TRUST
+$9.1M
687,832
+24%
建仓
FENI
FIDELITY COVINGTON TRUST
+$8.4M
238,428
减持
AVUV
AMERICAN CENTY ETF TR
-$8.3M
9,864
-90%
减持
FLCB
FRANKLIN TEMPLETON ETF TR
-$7.7M
888,788
-29%
建仓
DIAL
COLUMBIA ETF TR I
+$5.8M
315,253
减持
SPYM
SPDR SERIES TRUST
-$4.7M
99,114
-42%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$4.0M
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$3.9M
0
-100%
清仓
GCOW
PACER FDS TR
-$3.9M
0
-100%
增持
MTUM
ISHARES TR
+$3.4M
81,660
+12%
减持
TSLA
TESLA INC
+$3.3M
29,140
-39%
增持
BIL
SPDR SERIES TRUST
+$3.1M
346,565
+11%
增持
SPAB
SPDR SERIES TRUST
+$3.1M
1,232,568
+10%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.0M
357,032
+8%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$2.7M
328,818
+19%
增持
XLK
SELECT SECTOR SPDR TR
+$2.7M
62,492
+6%
增持
MDYG
SPDR SERIES TRUST
+$2.7M
262,087
+7%
增持
SLYV
SPDR SERIES TRUST
+$2.6M
211,659
+4%
增持
MDYV
SPDR SERIES TRUST
+$2.6M
299,475
+6%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$2.3M
116,926
+23%
减持
GOOGL
ALPHABET INC
+$2.0M
31,014
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.9M
10,420
增持
CLIP
GLOBAL X FDS
+$1.9M
69,109
+37%
增持
SLYG
SPDR SERIES TRUST
+$1.8M
199,619
+4%
减持
AAPL
APPLE INC
+$1.8M
41,954
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.4M
135,821
+23%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.4M
21,013
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
6,373
+277%
减持
AVGO
BROADCOM INC
+$1.2M
25,941
-3%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
65,682
-7%
增持
WINN
HARBOR ETF TRUST
+$1.0M
88,956
+47%
清仓
UI
UBIQUITI INC
-$939.0K
0
-100%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$933.9K
40,814
+143%
减持
SPGM
SPDR INDEX SHS FDS
-$840.6K
18,313
-43%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$828.3K
516,158
+7%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$765.4K
20,133
建仓
MKL
MARKEL GROUP INC
+$737.8K
386
增持
IJR
ISHARES TR
+$737.2K
23,554
+25%
减持
VUSB
VANGUARD BD INDEX FDS
-$703.6K
4,113
-77%
增持
FESM
FIDELITY COVINGTON TRUST
+$665.0K
48,505
+40%
增持
FTNT
FORTINET INC
-$640.0K
29,794
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$533.8K
10,477
+0%
减持
AVEM
AMERICAN CENTY ETF TR
-$525.3K
11,409
-43%
清仓
IBOC
INTERNATIONAL BANCSHARES COR
-$495.3K
0
-100%
清仓
—
ENSTAR GROUP LIMITED
-$477.0K
0
-100%
增持
MCY
MERCURY GENL CORP NEW
+$466.0K
12,132
+45%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$426.3K
51,315
+8%
增持
MSI
MOTOROLA SOLUTIONS INC
+$395.4K
2,549
+39%
清仓
COR
CENCORA INC
-$384.1K
0
-100%
增持
MSFT
MICROSOFT CORP
+$372.4K
16,629
+0%
建仓
ORCL
ORACLE CORP
+$361.7K
1,286
增持
FISV
FISERV INC
-$359.9K
8,685
+1%
建仓
CRVL
CORVEL CORP
+$359.2K
4,640
增持
ORLY
OREILLY AUTOMOTIVE INC
+$343.6K
9,979
+23%
减持
IEMG
ISHARES INC
+$343.0K
91,756
-3%
增持
DORM
DORMAN PRODS INC
+$313.4K
4,520
+42%
增持
GEN
GEN DIGITAL INC
+$310.5K
40,519
+42%
建仓
HSY
HERSHEY CO
+$305.6K
1,634
减持
JPM
JPMORGAN CHASE & CO.
+$303.3K
15,190
-2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$302.8K
877
增持
ABBV
ABBVIE INC
+$279.8K
3,090
+32%
建仓
COWG
PACER FDS TR
+$276.9K
7,628
减持
NOW
SERVICENOW INC
-$269.5K
2,414
-0%
建仓
CATH
GLOBAL X FDS
+$268.5K
3,312
减持
INTU
INTUIT
-$265.3K
2,120
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$260.7K
2,813
+1%
清仓
GIS
GENERAL MLS INC
-$251.2K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$249.5K
3,244
-0%
减持
LOW
LOWES COS INC
+$249.4K
8,480
-0%
减持
AMZN
AMAZON COM INC
-$247.7K
31,540
-4%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$239.0K
51,460
-0%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$229.8K
9,217
建仓
RWR
SPDR SERIES TRUST
+$227.9K
2,272
增持
MSTR
STRATEGY INC
-$226.6K
3,260
+3%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$215.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$212.3K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$211.0K
873
+36%
建仓
—
ANGLOGOLD ASHANTI PLC
+$207.5K
2,951
建仓
AM
ANTERO MIDSTREAM CORP
+$206.6K
10,628
建仓
AGG
ISHARES TR
+$204.8K
2,043
清仓
CBSH
COMMERCE BANCSHARES INC
-$203.2K
0
-100%
增持
CNA
CNA FINL CORP
+$199.5K
14,000
+44%
增持
WMT
WALMART INC
+$196.8K
14,684
+9%
增持
NFLX
NETFLIX INC
+$191.8K
504
+64%
增持
LMT
LOCKHEED MARTIN CORP
+$188.0K
1,964
+15%
增持
META
META PLATFORMS INC
+$184.4K
7,207
+4%
增持
MPC
MARATHON PETE CORP
+$178.1K
6,394
+1%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$175.9K
35,736
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$174.8K
2,324
-1%
增持
AME
AMETEK INC
+$172.0K
11,597
+4%
减持
ABT
ABBOTT LABS
-$171.5K
2,233
-35%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$167.5K
13,538
减持
ITOT
ISHARES TR
-$166.3K
16,011
-13%
减持
GOOG
ALPHABET INC
+$163.1K
2,591
-2%
增持
CRM
SALESFORCE INC
-$159.9K
6,841
+5%
增持
IGEB
ISHARES TR
+$157.2K
30,859
+11%
增持
ALL
ALLSTATE CORP
+$154.6K
9,039
+2%
增持
—
ACCENTURE PLC IRELAND
+$153.8K
4,050
+43%
增持
MO
ALTRIA GROUP INC
+$153.5K
6,417
+39%
增持
COST
COSTCO WHSL CORP NEW
-$152.5K
2,756
+1%
减持
BWX
SPDR SERIES TRUST
-$148.1K
39,574
-12%
减持
DIS
DISNEY WALT CO
-$146.8K
3,109
-23%
增持
ARM
ARM HOLDINGS PLC
-$143.6K
7,548
+1%
减持
DE
DEERE & CO
-$131.2K
2,286
-1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$130.9K
31,525
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$130.4K
14,829
+23%
增持
AMGN
AMGEN INC
+$129.4K
2,003
+28%
增持
MRK
MERCK & CO INC
+$123.5K
11,787
+8%
增持
MUSA
MURPHY USA INC
+$122.4K
1,230
+41%
减持
ADBE
ADOBE INC
-$120.0K
593
-30%
增持
HRB
BLOCK H & R INC
+$117.9K
10,491
+40%
增持
TMUS
T-MOBILE US INC
+$117.7K
2,081
+30%
增持
DUK
DUKE ENERGY CORP NEW
+$115.6K
13,581
+2%
增持
WM
WASTE MGMT INC DEL
+$114.1K
1,930
+41%
增持
CTAS
CINTAS CORP
+$105.4K
2,075
+44%
增持
NVO
NOVO-NORDISK A S
-$97.5K
14,717
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$95.7K
5,872
-0%
减持
PG
PROCTER AND GAMBLE CO
-$94.6K
12,433
-1%
减持
JNJ
JOHNSON & JOHNSON
+$94.2K
5,724
-10%
增持
O
REALTY INCOME CORP
+$92.4K
20,673
+2%
减持
TXN
TEXAS INSTRS INC
-$92.2K
2,071
-9%
减持
DOV
DOVER CORP
-$82.8K
4,069
-2%
减持
BILS
SPDR SERIES TRUST
-$82.7K
4,868
-15%
减持
CAT
CATERPILLAR INC
+$81.6K
1,239
-6%
减持
TPR
TAPESTRY INC
+$80.1K
3,334
-2%
减持
IJH
ISHARES TR
+$79.7K
69,554
-3%
增持
CVX
CHEVRON CORP NEW
+$75.4K
4,737
+3%
增持
TJX
TJX COS INC NEW
+$71.4K
2,891
+3%
减持
RTX
RTX CORPORATION
+$70.3K
4,084
-3%
减持
DLR
DIGITAL RLTY TR INC
-$68.3K
3,328
-10%
减持
VUG
VANGUARD INDEX FDS
+$67.0K
2,687
-4%
增持
FMC
FMC CORP
-$65.3K
8,716
+2%
减持
IVV
ISHARES TR
+$59.1K
1,259
-0%
减持
MDLZ
MONDELEZ INTL INC
-$57.4K
4,109
-12%
减持
VBK
VANGUARD INDEX FDS
-$56.8K
703
-27%
减持
UNP
UNION PAC CORP
+$56.4K
9,719
-0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$52.5K
58,386
-6%
减持
BLK
BLACKROCK INC
+$51.6K
729
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$50.1K
669
-1%
减持
HON
HONEYWELL INTL INC
-$49.9K
2,150
-0%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$48.9K
3,163
+43%
减持
PEP
PEPSICO INC
-$44.7K
1,646
-21%
减持
BKNG
BOOKING HOLDINGS INC
-$43.5K
67
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$42.9K
2,130
-9%
建仓
—
SEALSQ CORP
+$41.2K
11,027
减持
ARKK
ARK ETF TR
+$40.0K
3,584
-6%
减持
SPEM
SPDR INDEX SHS FDS
+$39.3K
11,517
-2%
