Convergence Financial, LLC
COLUMBIA MO · SEC CIK 0002034001
$9.43亿2026Q1 申报市值
217持仓数
49.8%前十大占比 · 第一大 9.6%
41 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYV 加仓+$5,075.74万
SPAB 加仓+$3,887.17万
BIL 加仓+$2,970.08万
MDYG 加仓+$2,695.31万
MDYV 加仓+$2,518.75万
2026Q1 卖出最多 按季末市值估算
FLCB 减仓-$1,883.67万
SPYG 减仓-$427.47万
UNP 重新持有-$193.71万
CLIP 减仓-$126.40万
JPM 减仓-$122.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $64.31万 | 0.07% | 2,957 | -60 | -2.0% | -$1.30万 | 减仓 |
| AMGN | AMGEN INC | $67.25万 | 0.07% | 1,914 | -62 | -3.1% | -$2.18万 | 减仓 |
| VB | VANGUARD INDEX FDS | $68.87万 | 0.07% | 2,560 | 1,236 | 93.4% | $33.25万 | 加仓 |
| DY | DYCOM INDS INC | $68.88万 | 0.07% | 2,033 | 2,033 | — | $68.88万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $69.19万 | 0.07% | 10,282 | 10,282 | — | $69.19万 | 新建仓 |
| CSCO | CISCO SYS INC | $69.43万 | 0.07% | 8,898 | 4,454 | 100.2% | $34.75万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $69.57万 | 0.07% | 9,672 | 3,933 | 68.5% | $28.29万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $71.25万 | 0.08% | 2,433 | 62 | 2.6% | $1.82万 | 加仓 |
| NVS | NOVARTIS AG | $71.33万 | 0.08% | 4,670 | 2,224 | 90.9% | $33.97万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $71.85万 | 0.08% | 4,100 | 2,050 | 100.0% | $35.92万 | 加仓 |
| GOOG | ALPHABET INC | $71.89万 | 0.08% | 2,493 | -98 | -3.8% | -$2.83万 | 减仓 |
| TJX | TJX COS INC NEW | $71.93万 | 0.08% | 4,504 | 1,613 | 55.8% | $25.76万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $73.20万 | 0.08% | 4,062 | 1,096 | 37.0% | $19.75万 | 加仓 |
| GEN | GEN DIGITAL INC | $74.49万 | 0.08% | 39,557 | -922 | -2.3% | -$1.74万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $77.81万 | 0.08% | 16,937 | 1,594 | 10.4% | $7.32万 | 加仓 |
| MCD | MCDONALDS CORP | $78.16万 | 0.08% | 2,522 | 1,090 | 76.1% | $33.78万 | 加仓 |
| TPR | TAPESTRY INC | $78.68万 | 0.08% | 5,576 | 2,692 | 93.3% | $37.99万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $80.23万 | 0.09% | 4,046 | 2 | 0.0% | $397 | 加仓 |
| MSTR | STRATEGY INC | $81.49万 | 0.09% | 6,530 | 3,270 | 100.3% | $40.81万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $82.48万 | 0.09% | 20,918 | 813 | 4.0% | $3.21万 | 加仓 |
| IVV | ISHARES TR | $84.91万 | 0.09% | 1,296 | 41 | 3.3% | $2.69万 | 加仓 |
| TXN | TEXAS INSTRS INC | $86.30万 | 0.09% | 4,390 | 1,375 | 45.6% | $27.03万 | 加仓 |
| INTU | INTUIT | $87.05万 | 0.09% | 2,013 | 140 | 7.5% | $6.05万 | 加仓 |
| CPA | COPA HOLDINGS SA | $87.66万 | 0.09% | 7,716 | 3,750 | 94.6% | $42.60万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $88.08万 | 0.09% | 4,478 | 1,467 | 48.7% | $28.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $90.97万 | 0.10% | 9,855 | -83 | -0.8% | -$7,662 | 减仓 |
| BILS | SPDR SERIES TRUST | $91.64万 | 0.10% | 9,216 | 4,749 | 106.3% | $47.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $95.42万 | 0.10% | 2,912 | 1,560 | 115.4% | $51.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $97.91万 | 0.10% | 1,693 | 1,028 | 154.6% | $59.45万 | 加仓 |
| CAT | CATERPILLAR INC | $98.97万 | 0.10% | 1,357 | 102 | 8.1% | $7.44万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $101.15万 | 0.11% | 2,024 | 969 | 91.8% | $48.43万 | 加仓 |
| GLD | SPDR GOLD TR | $101.82万 | 0.11% | 2,367 | 1,028 | 76.8% | $44.22万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $102.78万 | 0.11% | 95,168 | 47,236 | 98.5% | $51.02万 | 加仓 |
| DHR | DANAHER CORP DEL | $102.87万 | 0.11% | 5,426 | 2,209 | 68.7% | $41.88万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $104.22万 | 0.11% | 6,889 | -78 | -1.1% | -$1.18万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $105.40万 | 0.11% | 67,048 | 67,048 | — | $105.40万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $105.42万 | 0.11% | 11,340 | 5,765 | 103.4% | $53.59万 | 加仓 |
| PSX | PHILLIPS 66 | $107.25万 | 0.11% | 5,887 | 5,887 | — | $107.25万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $108.60万 | 0.12% | 1,804 | 968 | 115.8% | $58.27万 | 加仓 |
| NFLX | NETFLIX INC. | $109.81万 | 0.12% | 11,436 | 5,821 | 103.7% | $55.89万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $113.08万 | 0.12% | 12,512 | 1,129 | 9.9% | $10.20万 | 加仓 |
| TMUS | T-MOBILE US INC | $115.21万 | 0.12% | 5,494 | 3,350 | 156.2% | $70.25万 | 加仓 |
| LIN | LINDE PLC | $117.68万 | 0.12% | 2,374 | -74 | -3.0% | -$3.67万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $117.87万 | 0.12% | 15,568 | 7,030 | 82.3% | $53.22万 | 加仓 |
| NVO | NOVO-NORDISK A S | $120.82万 | 0.13% | 32,878 | 17,332 | 111.5% | $63.69万 | 加仓 |
| NOW | SERVICENOW INC | $121.83万 | 0.13% | 11,653 | -127 | -1.1% | -$1.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $122.91万 | 0.13% | 5,716 | 2,857 | 99.9% | $61.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $123.81万 | 0.13% | 5,074 | -451 | -8.2% | -$11.00万 | 减仓 |
| CNA | CNA FINL CORP | $126.33万 | 0.13% | 27,510 | 13,454 | 95.7% | $61.78万 | 加仓 |
| O | REALTY INCOME CORP | $126.58万 | 0.13% | 20,689 | -169 | -0.8% | -$1.03万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $132.20万 | 0.14% | 4,818 | 4,040 | 519.3% | $110.85万 | 加仓 |
| ITOT | ISHARES TR | $138.91万 | 0.15% | 9,746 | -7,311 | -42.9% | -$104.20万 | 减仓 |
| CRM | SALESFORCE INC | $139.88万 | 0.15% | 7,493 | -61 | -0.8% | -$1.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $141.01万 | 0.15% | 6,838 | 1,892 | 38.3% | $39.02万 | 加仓 |
| IGEB | ISHARES TR | $142.28万 | 0.15% | 31,575 | 332 | 1.1% | $1.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $143.41万 | 0.15% | 28,584 | 13,840 | 93.9% | $69.44万 | 加仓 |
| MPC | MARATHON PETE CORP | $152.72万 | 0.16% | 6,254 | -343 | -5.2% | -$8.38万 | 减仓 |
| URI | UNITED RENTALS INC | $157.63万 | 0.17% | 2,162 | 2,162 | — | $157.63万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $163.95万 | 0.17% | 11,209 | 451 | 4.2% | $6.60万 | 加仓 |
| DOV | DOVER CORP | $168.97万 | 0.18% | 8,106 | 4,037 | 99.2% | $84.15万 | 加仓 |
| BWX | SPDR SERIES TRUST | $176.88万 | 0.19% | 80,584 | 44,259 | 121.8% | $97.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $177.51万 | 0.19% | 2,884 | 1,617 | 127.6% | $99.53万 | 加仓 |
| BAP | CREDICORP LTD | $178.88万 | 0.19% | 5,274 | 2,528 | 92.1% | $85.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $181.36万 | 0.19% | 12,556 | 117 | 0.9% | $1.69万 | 加仓 |
| ALL | ALLSTATE CORP | $186.22万 | 0.20% | 8,981 | -149 | -1.6% | -$3.09万 | 减仓 |
| SGOV | ISHARES TR | $192.58万 | 0.20% | 19,139 | 19,139 | — | $192.58万 | 新建仓 |
| LOW | LOWES COS INC | $210.54万 | 0.22% | 8,910 | 22 | 0.2% | $5,199 | 加仓 |
| DE | DEERE & CO | $212.40万 | 0.23% | 3,752 | 1,557 | 70.9% | $88.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $219.25万 | 0.23% | 2,591 | -157 | -5.7% | -$13.29万 | 减仓 |
| V | VISA INC | $222.02万 | 0.24% | 7,338 | 3,559 | 94.2% | $107.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $233.78万 | 0.25% | 4,756 | 2,343 | 97.1% | $115.17万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $237.99万 | 0.25% | 5,484 | 2,953 | 116.7% | $128.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $242.83万 | 0.26% | 5,068 | -923 | -15.4% | -$44.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $248.05万 | 0.26% | 5,678 | 2,700 | 90.7% | $117.95万 | 加仓 |
| AME | AMETEK INC | $256.11万 | 0.27% | 11,947 | -367 | -3.0% | -$7.87万 | 减仓 |
| MRK | MERCK & CO INC | $268.62万 | 0.28% | 22,340 | 10,559 | 89.6% | $126.96万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $270.48万 | 0.29% | 51,267 | -193 | -0.4% | -$1.02万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $271.11万 | 0.29% | 70,506 | 6,929 | 10.9% | $26.64万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $271.78万 | 0.29% | 40,270 | 5,506 | 15.8% | $37.16万 | 加仓 |
| UI | UBIQUITI INC | $305.05万 | 0.32% | 3,860 | 3,860 | — | $305.05万 | 新建仓 |
| COP | CONOCOPHILLIPS | $307.02万 | 0.33% | 23,260 | 20,975 | 917.9% | $276.86万 | 加仓 |
| XOP | SPDR SERIES TRUST | $327.77万 | 0.35% | 18,026 | 9,061 | 101.1% | $164.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $333.23万 | 0.35% | 11,323 | -4,149 | -26.8% | -$122.10万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $337.25万 | 0.36% | 6,452 | 3,138 | 94.7% | $164.03万 | 加仓 |
| IJH | ISHARES TR | $345.70万 | 0.37% | 51,163 | -3,098 | -5.7% | -$20.93万 | 减仓 |
| GEV | GE VERNOVA INC | $345.85万 | 0.37% | 3,962 | -176 | -4.3% | -$15.36万 | 减仓 |
| WMT | WALMART INC | $353.80万 | 0.38% | 28,384 | 12,307 | 76.6% | $153.40万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $369.91万 | 0.39% | 28,248 | 13,777 | 95.2% | $180.41万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $372.27万 | 0.39% | 96,069 | 43,893 | 84.1% | $170.09万 | 加仓 |
| LLY | ELI LILLY & CO | $401.21万 | 0.43% | 4,360 | -96 | -2.2% | -$8.83万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $404.44万 | 0.43% | 10,354 | 5,466 | 111.8% | $213.51万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $426.91万 | 0.45% | 56,777 | 56,777 | — | $426.91万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $434.51万 | 0.46% | 186,326 | 96,369 | 107.1% | $224.73万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $461.42万 | 0.49% | 92,682 | 88,324 | 2,026.7% | $439.72万 | 加仓 |
| IJR | ISHARES TR | $480.31万 | 0.51% | 38,638 | -164 | -0.4% | -$2.04万 | 减仓 |
| CLIP | GLOBAL X FDS | $517.23万 | 0.55% | 51,539 | -12,595 | -19.6% | -$126.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $523.30万 | 0.55% | 8,046 | 4,015 | 99.6% | $261.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $545.79万 | 0.58% | 5,478 | 2,778 | 102.9% | $276.78万 | 加仓 |
| HDV | ISHARES TR | $553.40万 | 0.59% | 40,774 | 3,014 | 8.0% | $40.91万 | 加仓 |
| IEMG | ISHARES INC | $579.70万 | 0.61% | 83,111 | -13,320 | -13.8% | -$92.91万 | 减仓 |