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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 80
减持 28
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SERIES TRUST
+$50.7M
1,601,814
+126%
增持
SPAB
SPDR SERIES TRUST
+$38.7M
2,817,632
+117%
增持
BIL
SPDR SERIES TRUST
+$29.8M
673,338
+93%
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
MDYG
SPDR SERIES TRUST
+$28.0M
548,826
+104%
增持
MDYV
SPDR SERIES TRUST
+$25.4M
601,278
+96%
建仓
FLCO
FRANKLIN TEMPLETON ETF TR
+$19.5M
910,087
减持
FLCB
FRANKLIN TEMPLETON ETF TR
-$19.0M
12,035
-99%
清仓
NBSD
NEUBERGER BERMAN ETF TRUST
-$12.1M
0
-100%
增持
TSLA
TESLA INC
+$9.6M
57,548
+120%
减持
SPYG
SPDR SERIES TRUST
-$8.6M
499,430
-8%
增持
META
META PLATFORMS INC
+$7.7M
21,860
+200%
建仓
JAAA
JANUS DETROIT STR TR
+$7.0M
139,212
增持
DIAL
COLUMBIA ETF TR I
+$6.1M
668,338
+105%
建仓
CRAK
VANECK ETF TRUST
+$5.8M
118,134
增持
MSFT
MICROSOFT CORP
+$5.6M
36,940
+120%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.4M
92,682
+2027%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$4.3M
0
-100%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.3M
56,777
增持
SPYM
SPDR SERIES TRUST
+$3.5M
152,498
+50%
增持
PHEQ
MORGAN STANLEY ETF TRUST
+$3.1M
192,332
+108%
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.1M
5,478
+103%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$3.1M
462,501
+18%
建仓
UI
UBIQUITI INC
+$3.1M
3,860
增持
COP
CONOCOPHILLIPS
+$2.9M
23,260
+918%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$2.5M
0
-100%
增持
WINN
HARBOR ETF TRUST
+$2.5M
211,236
+98%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$2.5M
8,046
+100%
增持
SPHY
SPDR SERIES TRUST
+$2.2M
186,326
+107%
增持
XOP
SPDR SERIES TRUST
+$2.1M
18,026
+101%
增持
DUK
DUKE ENERGY CORP NEW
+$2.0M
28,248
+95%
建仓
SGOV
ISHARES TR
+$1.9M
19,139
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
10,354
+112%
增持
WMT
WALMART INC
+$1.7M
28,384
+77%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$1.7M
96,069
+84%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
11,323
-27%
建仓
URI
UNITED RENTALS INC
+$1.6M
2,162
减持
NVDA
NVIDIA CORPORATION
-$1.5M
58,209
-7%
增持
MRK
MERCK & CO INC
+$1.4M
22,340
+90%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.4M
5,484
+117%
减持
GOOGL
ALPHABET INC
-$1.4M
28,423
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4M
1,874
-70%
增持
ULTA
ULTA BEAUTY INC
+$1.4M
6,452
+95%
减持
AVGO
BROADCOM INC
-$1.3M
24,457
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$1.3M
122,308
-1%
减持
CLIP
GLOBAL X FDS
-$1.2M
51,539
-20%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$1.2M
139,210
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
166,581
+15%
减持
ITOT
ISHARES TR
-$1.1M
9,746
-43%
增持
DE
DEERE & CO
+$1.1M
3,752
+71%
建仓
PSX
PHILLIPS 66
+$1.1M
5,887
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$1.1M
4,350
-79%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
4,818
+519%
建仓
VIPS
VIPSHOP HLDGS LTD
+$1.1M
67,048
增持
VUG
VANGUARD INDEX FDS
+$1.0M
5,678
+91%
增持
—
CREDICORP LTD
+$1.0M
5,274
+92%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$990.3K
177,455
+18%
减持
AAPL
APPLE INC
-$979.4K
39,366
-2%
增持
BWX
SPDR SERIES TRUST
+$950.4K
80,584
+122%
增持
HDV
ISHARES TR
+$942.0K
40,774
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$939.5K
4,756
+97%
增持
DOV
DOVER CORP
+$895.2K
8,106
+99%
增持
V
VISA INC
+$894.9K
7,338
+94%
增持
IDEV
ISHARES TR
+$865.1K
127,711
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$833.5K
28,584
+94%
清仓
MKL
MARKEL GROUP INC
-$827.6K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$820.1K
2,884
+128%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$813.0K
51,267
-0%
减持
AMZN
AMAZON COM INC
-$798.5K
31,344
-1%
减持
LLY
ELI LILLY & CO
-$776.4K
4,360
-2%
减持
GEV
GE VERNOVA INC
+$754.0K
3,962
-4%
增持
TMUS
T-MOBILE US INC
+$716.7K
5,494
+156%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$715.5K
7,009
-74%
建仓
IBOC
INTERNATIONAL BANCSHARES COR
+$691.9K
10,282
建仓
DY
DYCOM INDS INC
+$688.8K
2,033
减持
IEMG
ISHARES INC
-$685.1K
83,111
-14%
增持
CVX
CHEVRON CORPORATION
+$656.3K
6,838
+38%
建仓
PHM
PULTE GROUP INC
+$634.7K
5,397
增持
NEE
NEXTERA ENERGY INC
+$606.6K
11,340
+103%
减持
CRM
SALESFORCE INC
-$602.4K
7,493
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$600.8K
5,716
+100%
增持
CNA
CNA FINL CORP
+$592.2K
27,510
+96%
减持
PANW
PALO ALTO NETWORKS INC
-$591.9K
1,945
-60%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$587.1K
351,999
-3%
减持
NOW
SERVICENOW INC
-$586.2K
11,653
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$583.1K
5,068
-15%
增持
NFLX
NETFLIX INC.
+$571.6K
11,436
+104%
增持
QQQ
INVESCO QQQ TR
+$570.4K
1,693
+155%
增持
VOO
VANGUARD INDEX FDS
+$561.7K
1,804
+116%
清仓
DORM
DORMAN PRODS INC
-$552.5K
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$548.2K
4,075
-58%
清仓
SPEM
SPDR INDEX SHS FDS
-$532.5K
0
-100%
增持
SPGM
SPDR INDEX SHS FDS
+$523.7K
15,568
+82%
建仓
KO
COCA COLA CO
+$512.0K
6,732
增持
VTI
VANGUARD INDEX FDS
+$500.8K
2,912
+115%
增持
GLD
SPDR GOLD TR
+$487.6K
2,367
+77%
建仓
MPLX
MPLX LP
+$481.2K
8,432
建仓
BLTE
BELITE BIO INC
+$473.2K
2,968
增持
BILS
SPDR SERIES TRUST
+$473.2K
9,216
+106%
增持
—
SUPER GROUP SGHC LIMITED
+$455.0K
95,168
+99%
减持
MPC
MARATHON PETE CORP
+$454.3K
6,254
-5%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$446.6K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$445.5K
70,506
+11%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$444.2K
2,681
建仓
—
AERCAP HOLDINGS NV
+$429.8K
3,133
清仓
WM
WASTE MGMT INC DEL
-$424.5K
0
-100%
建仓
UNP
UNION PAC CORP
+$421.2K
1,736
增持
TPR
TAPESTRY INC
+$418.3K
5,576
+93%
增持
NVO
NOVO-NORDISK A S
+$417.3K
32,878
+111%
增持
MA
MASTERCARD INCORPORATED
+$409.1K
2,024
+92%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$408.4K
40,270
+16%
增持
—
COPA HOLDINGS SA
+$398.2K
7,716
+95%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$385.7K
1,110
增持
MTUM
ISHARES TR
+$382.1K
88,345
+5%
建仓
TRP
TC ENERGY CORP
+$377.5K
6,030
增持
NVS
NOVARTIS AG
+$376.1K
4,670
+91%
建仓
CBSH
COMMERCE BANCSHARES INC
+$373.6K
7,594
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$372.1K
5,806
增持
INTU
INTUIT
-$370.4K
2,013
+7%
清仓
COF
CAPITAL ONE FINL CORP
-$365.8K
0
-100%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$360.6K
8,760
减持
GEN
GEN DIGITAL INC
-$355.8K
39,557
-2%
增持
CSCO
CISCO SYS INC
+$352.0K
8,898
+100%
建仓
VLO
VALERO ENERGY CORP
+$348.9K
1,412
增持
VB
VANGUARD INDEX FDS
+$347.2K
2,560
+93%
增持
MCD
MCDONALDS CORP
+$343.8K
2,522
+76%
增持
TXN
TEXAS INSTRS INC
+$340.0K
4,390
+46%
建仓
UPS
UNITED PARCEL SVCS INC
+$340.0K
3,456
增持
VO
VANGUARD INDEX FDS
+$321.8K
4,456
+340%
增持
MSTR
STRATEGY INC
+$319.6K
6,530
+100%
清仓
CRVL
CORVEL CORP
-$316.5K
0
-100%
建仓
BP
BP PLC
+$315.5K
6,714
增持
VTV
VANGUARD INDEX FDS
+$305.8K
4,478
+49%
建仓
SPTI
SPDR SERIES TRUST
+$297.8K
10,392
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$296.6K
6,104
+93%
增持
DHR
DANAHER CORP DEL
+$292.4K
5,426
+69%
增持
MU
MICRON TECHNOLOGY INC
+$287.8K
1,418
+99%
建仓
GDX
VANECK ETF TRUST
+$283.0K
3,084
增持
—
ACCENTURE PLC IRELAND
-$282.7K
4,046
+0%
减持
ARM
ARM HOLDINGS PLC
+$280.6K
6,889
-1%
建仓
TGT
TARGET CORP
+$280.5K
2,314
清仓
ROP
ROPER TECHNOLOGIES INC
-$277.8K
0
-100%
增持
TJX
TJX COS INC NEW
+$275.2K
4,504
+56%
增持
DLR
DIGITAL RLTY TR INC
+$273.1K
4,062
+37%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$272.8K
11,209
+4%
增持
CAT
CATERPILLAR INC
+$271.0K
1,357
+8%
减持
SPGI
S&P GLOBAL INC
-$266.8K
707
-35%
增持
COIN
COINBASE GLOBAL INC
+$254.9K
4,100
+100%
增持
AVEM
AMERICAN CENTY ETF TR
+$254.1K
12,512
+10%
清仓
ABT
ABBOTT LABS
-$249.9K
0
-100%
建仓
NEU
NEWMARKET CORP
+$248.7K
388
