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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 66
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
HDV
ISHARES TR
+$4.6M
37,760
减持
SPY
SPDR S&P 500 ETF TR
-$4.2M
4,031
-62%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$3.2M
392,856
+19%
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
PHEQ
MORGAN STANLEY ETF TRUST
+$3.0M
92,487
建仓
GEV
GE VERNOVA INC
+$2.7M
4,138
清仓
UNP
UNION PAC CORP
-$2.3M
0
-100%
增持
SPYV
SPDR SERIES TRUST
+$2.1M
707,615
+3%
减持
GOOGL
ALPHABET INC
+$2.0M
30,606
-1%
减持
FTNT
FORTINET INC
-$2.0M
6,379
-79%
增持
IJR
ISHARES TR
+$1.9M
38,802
+65%
清仓
FESM
FIDELITY COVINGTON TRUST
-$1.8M
0
-100%
增持
SPAB
SPDR SERIES TRUST
+$1.6M
1,299,020
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.5M
4,888
+215%
增持
LLY
ELI LILLY & CO
+$1.4M
4,456
+1%
增持
SPYG
SPDR SERIES TRUST
+$1.3M
542,690
+0%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.3M
361,450
+1%
减持
TSLA
TESLA INC
-$1.2M
26,152
-10%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$1.1M
127,610
+9%
减持
SPDW
SPDR INDEX SHS FDS
-$1.1M
144,636
-18%
清仓
MCY
MERCURY GENL CORP NEW
-$1.0M
0
-100%
减持
IJH
ISHARES TR
-$957.9K
54,261
-22%
增持
MDYV
SPDR SERIES TRUST
+$954.4K
306,362
+2%
增持
MDYG
SPDR SERIES TRUST
+$876.1K
269,100
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$850.1K
150,289
+11%
建仓
—
CREDICORP LTD
+$788.1K
2,746
增持
IDEV
ISHARES TR
+$763.8K
119,357
+5%
增持
FENI
FIDELITY COVINGTON TRUST
+$745.1K
250,323
+5%
减持
SPGM
SPDR INDEX SHS FDS
-$716.7K
8,538
-53%
建仓
PGR
PROGRESSIVE CORP
+$684.3K
3,005
增持
NBSD
NEUBERGER BERMAN ETF TRUST
+$678.0K
235,953
+6%
减持
NVDA
NVIDIA CORPORATION
-$610.3K
62,437
-5%
建仓
—
SUPER GROUP SGHC LIMITED
+$572.8K
47,932
增持
WINN
HARBOR ETF TRUST
+$548.5K
106,750
+20%
清仓
NOC
NORTHROP GRUMMAN CORP
-$532.2K
0
-100%
建仓
GLD
SPDR GOLD TR
+$530.7K
1,339
减持
CLIP
GLOBAL X FDS
-$519.4K
64,134
-7%
增持
MSFT
MICROSOFT CORP
-$486.5K
16,803
+1%
增持
META
META PLATFORMS INC
-$483.9K
7,285
+1%
建仓
—
COPA HOLDINGS SA
+$478.4K
3,966
清仓
MUSA
MURPHY USA INC
-$477.6K
0
-100%
建仓
—
AIR LEASE CORP
+$473.4K
7,371
减持
LMT
LOCKHEED MARTIN CORP
-$470.2K
1,055
-46%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$446.6K
2,001
减持
SLYV
SPDR SERIES TRUST
+$443.9K
211,141
-0%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$442.9K
52,176
+28%
增持
IEMG
ISHARES INC
+$433.5K
96,431
+5%
清仓
CTAS
CINTAS CORP
-$425.9K
0
-100%
增持
NOW
SERVICENOW INC
-$417.0K
11,780
+388%
增持
FISV
FISERV INC
-$412.1K
10,536
+21%
增持
AMZN
AMAZON COM INC
+$409.5K
31,777
+1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$405.8K
535,904
+4%
增持
SPYM
SPDR SERIES TRUST
+$392.4K
101,683
+3%
增持
CRM
SALESFORCE INC
+$379.9K
7,554
+10%
减持
AVGO
BROADCOM INC
+$368.7K
25,793
-1%
增持
AME
AMETEK INC
+$348.0K
12,314
+6%
减持
ARM
ARM HOLDINGS PLC
-$306.4K
6,967
-8%
清仓
FMC
FMC CORP
-$293.1K
0
-100%
减持
AAPL
APPLE INC
+$292.3K
40,371
-4%
增持
WMT
WALMART INC
+$277.8K
16,077
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$271.1K
2,413
+4%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$260.2K
34,764
+10%
清仓
MDLZ
MONDELEZ INTL INC
-$256.7K
0
-100%
减持
MRK
MERCK & CO INC
+$250.8K
11,781
-0%
增持
ULTA
ULTA BEAUTY INC
+$231.3K
3,314
+2%
清仓
PDX
PIMCO DYNAMIC INCOME STRATEG
-$229.8K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$223.2K
2,700
-2%
建仓
DG
DOLLAR GEN CORP NEW
+$222.4K
1,675
建仓
AMAT
APPLIED MATLS INC
+$220.8K
859
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$217.1K
0
-100%
清仓
ADBE
ADOBE INC
-$209.2K
0
-100%
清仓
OMC
OMNICOM GROUP INC
-$207.1K
0
-100%
减持
INTU
INTUIT
-$207.0K
1,873
-12%
增持
XLK
SELECT SECTOR SPDR TR
+$205.0K
123,768
+98%
清仓
ITW
ILLINOIS TOOL WKS INC
-$204.9K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$204.6K
6,381
增持
ITOT
ISHARES TR
+$204.2K
17,057
+7%
建仓
MU
MICRON TECHNOLOGY INC
+$203.2K
712
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$201.3K
796
建仓
AMD
ADVANCED MICRO DEVICES INC
+$201.3K
940
减持
MSI
MOTOROLA SOLUTIONS INC
-$195.4K
2,531
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$194.1K
15,472
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$178.9K
63,577
+24%
增持
DIAL
COLUMBIA ETF TR I
+$177.3K
326,547
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$175.5K
2,748
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$169.4K
9,938
-0%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$167.5K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$163.7K
2,978
+11%
增持
SPGI
S&P GLOBAL INC
+$162.6K
1,086
+31%
增持
MPC
MARATHON PETE CORP
-$159.5K
6,597
+3%
增持
VTV
VANGUARD INDEX FDS
+$158.9K
3,011
+35%
减持
DORM
DORMAN PRODS INC
-$152.1K
4,485
-1%
增持
TXN
TEXAS INSTRS INC
+$142.6K
3,015
+46%
减持
BLK
BLACKROCK INC
-$132.5K
670
-8%
增持
PG
PROCTER AND GAMBLE CO
-$127.7K
12,439
+0%
增持
CAT
CATERPILLAR INC
+$127.7K
1,255
+1%
减持
IUSG
ISHARES TR
-$125.9K
1,447
-35%
减持
DLR
DIGITAL RLTY TR INC
-$116.5K
2,966
-11%
增持
BIL
SPDR SERIES TRUST
+$115.3K
349,230
+1%
增持
QQQ
INVESCO QQQ TR
+$105.9K
665
+32%
减持
VO
VANGUARD INDEX FDS
-$96.6K
1,013
-24%
减持
DHR
DANAHER CORPORATION
+$94.9K
3,217
-1%
减持
XOP
SPDR SERIES TRUST
-$93.2K
8,965
-3%
减持
BWX
SPDR SERIES TRUST
-$91.8K
36,325
-8%
减持
FLCB
FRANKLIN TEMPLETON ETF TR
-$90.0K
888,527
-0%
减持
MKL
MARKEL GROUP INC
+$89.8K
385
-0%
减持
—
ACCENTURE PLC IRELAND
+$86.2K
4,044
-0%
增持
UBER
UBER TECHNOLOGIES INC
-$83.0K
5,739
+2%
减持
JNJ
JOHNSON & JOHNSON
+$82.1K
5,525
-3%
减持
AMGN
AMGEN INC
+$81.6K
1,976
-1%
增持
O
REALTY INCOME CORP
-$80.9K
20,858
+1%
增持
NFLX
NETFLIX INC
-$77.8K
5,615
+1014%
减持
VB
VANGUARD INDEX FDS
-$77.5K
1,324
-20%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$72.9K
2,371
+1%
增持
HRB
BLOCK H & R INC
-$70.7K
10,551
+1%
增持
—
LINDE PLC
+$68.8K
2,448
+19%
减持
HON
HONEYWELL INTL INC
-$63.1K
1,996
-7%
增持
TMUS
T-MOBILE US INC
-$62.8K
2,144
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.3K
5,991
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$58.4K
4,906
+4%
减持
MO
ALTRIA GROUP INC
-$57.2K
6,360
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$55.9K
624
-7%
减持
RTX
RTX CORPORATION
-$51.8K
3,444
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$51.2K
14,744
-1%
增持
VOO
VANGUARD INDEX FDS
+$50.9K
836
+8%
减持
GEN
GEN DIGITAL INC
-$49.7K
40,479
-0%
减持
ABT
ABBOTT LABS
-$49.1K
1,994
-11%
减持
SPHY
SPDR SERIES TRUST
-$48.7K
89,957
-1%
减持
—
EXXON MOBIL CORP
-$48.6K
2,459
-20%
增持
CATH
GLOBAL X FDS
+$47.8K
3,846
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$46.0K
778
-11%
增持
MTUM
ISHARES TR
+$43.8K
83,838
+3%
增持
CRVL
CORVEL CORP
-$42.7K
4,677
+1%
增持
ORCL
ORACLE CORP
+$42.6K
2,074
+61%
减持
BILS
SPDR SERIES TRUST
-$41.3K
4,467
-8%
增持
ALL
ALLSTATE CORP
-$39.8K
9,130
+1%
增持
NEE
NEXTERA ENERGY INC
+$39.2K
5,575
+3%
减持
V
VISA INC
-$39.1K
3,779
-5%
减持
KOF
COCA-COLA FEMSA SAB DE CV
+$36.0K
3,156
-0%
增持
WFC
WELLS FARGO CO NEW
+$35.8K
3,674
+0%
减持
TFC
TRUIST FINL CORP
-$33.6K
4,734
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$32.2K
6,180
-3%
增持
MCD
MCDONALDS CORP
+$29.5K
1,432
+7%
增持
SLYG
SPDR SERIES TRUST
+$26.3K
200,153
+0%
减持
ABBV
ABBVIE INC
-$26.0K
3,017
-2%
增持
NVO
NOVO-NORDISK A S
-$25.7K
15,546
+6%
减持
NVS
NOVARTIS AG
-$24.1K
2,446
-13%
减持
DE
DEERE & CO
-$23.7K
2,195
-4%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$23.5K
57,136
-2%
减持
AFL
AFLAC INC
-$22.0K
5,259
-2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$21.8K
15,343
+3%
