Convergence Financial, LLC
COLUMBIA MO · SEC CIK 0002034001
$12.58亿2026Q2 申报市值
272持仓数
39.6%前十大占比 · 第一大 7.7%
77 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYG 加仓+$3,786.76万
AVEM 加仓+$2,262.83万
TBLL 加仓+$2,146.01万
SLYG 加仓+$2,055.70万
FLCO 加仓+$2,032.04万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$6,060.12万
SPAB 减仓-$4,639.42万
SPYV 减仓-$2,372.73万
MTBA 清仓-$2,287.53万
MDYG 减仓-$1,956.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MKL | MARKEL GROUP INC | $131.24万 | 0.10% | 672 | 287 | 74.5% | $56.05万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $131.47万 | 0.10% | 6,018 | 3,042 | 102.2% | $66.46万 | 加仓 |
| CNA | CNA FINL CORP | $132.52万 | 0.11% | 27,262 | -248 | -0.9% | -$1.21万 | 减仓 |
| AMGN | AMGEN INC | $133.01万 | 0.11% | 3,673 | 1,759 | 91.9% | $63.70万 | 加仓 |
| FTNT | FORTINET INC | $135.58万 | 0.11% | 8,826 | 4,078 | 85.9% | $62.65万 | 加仓 |
| ABBV | ABBVIE INC | $142.68万 | 0.11% | 5,670 | 2,713 | 91.7% | $68.27万 | 加仓 |
| BWX | SPDR SERIES TRUST | $153.57万 | 0.12% | 70,836 | -9,748 | -12.1% | -$21.13万 | 减仓 |
| PHM | PULTE GROUP INC | $158.70万 | 0.13% | 11,566 | 6,169 | 114.3% | $84.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $163.81万 | 0.13% | 9,881 | 3,043 | 44.5% | $50.45万 | 加仓 |
| PSX | PHILLIPS 66 | $168.34万 | 0.13% | 9,958 | 4,071 | 69.2% | $68.82万 | 加仓 |
| BAP | CREDICORP LTD | $169.93万 | 0.14% | 4,362 | -912 | -17.3% | -$35.53万 | 减仓 |
| DOV | DOVER CORP | $184.17万 | 0.15% | 8,212 | 106 | 1.3% | $2.38万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $184.29万 | 0.15% | 42,718 | 21,800 | 104.2% | $94.05万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $188.26万 | 0.15% | 4,868 | 2,435 | 100.1% | $94.17万 | 加仓 |
| CAT | CATERPILLAR INC | $204.62万 | 0.16% | 1,921 | 564 | 41.6% | $60.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $205.85万 | 0.16% | 19,802 | -3,458 | -14.9% | -$35.95万 | 减仓 |
| DE | DEERE & CO | $211.26万 | 0.17% | 3,330 | -422 | -11.2% | -$26.77万 | 减仓 |
| URI | UNITED RENTALS INC | $216.07万 | 0.17% | 1,907 | -255 | -11.8% | -$28.89万 | 减仓 |
| CRM | SALESFORCE INC | $221.16万 | 0.18% | 14,117 | 6,624 | 88.4% | $103.78万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $221.85万 | 0.18% | 5,342 | -142 | -2.6% | -$5.90万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $222.02万 | 0.18% | 5,341 | 523 | 10.9% | $21.74万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $223.65万 | 0.18% | 3,850 | 1,793 | 87.2% | $104.16万 | 加仓 |
| GEN | GEN DIGITAL INC | $230.17万 | 0.18% | 92,474 | 52,917 | 133.8% | $131.71万 | 加仓 |
| LIN | LINDE PLC | $235.04万 | 0.19% | 4,530 | 2,156 | 90.8% | $111.86万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $235.51万 | 0.19% | 4,698 | -58 | -1.2% | -$2.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $239.45万 | 0.19% | 9,428 | 4,354 | 85.8% | $110.58万 | 加仓 |
| VGT | VANGUARD WORLD FD | $239.90万 | 0.19% | 20,072 | -3,000 | -13.0% | -$35.86万 | 减仓 |
| O | REALTY INCOME CORP | $240.43万 | 0.19% | 38,804 | 18,115 | 87.6% | $112.24万 | 加仓 |
| GOOG | ALPHABET INC | $240.98万 | 0.19% | 6,820 | 4,327 | 173.6% | $152.89万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $241.73万 | 0.19% | 28,216 | 12,648 | 81.2% | $108.36万 | 加仓 |
| V | VISA INC | $248.07万 | 0.20% | 7,231 | -107 | -1.5% | -$3.67万 | 减仓 |
| MRK | MERCK & CO INC | $251.29万 | 0.20% | 19,556 | -2,784 | -12.5% | -$35.77万 | 减仓 |
| WMT | WALMART INC | $254.16万 | 0.20% | 22,440 | -5,944 | -20.9% | -$67.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $255.06万 | 0.20% | 21,863 | 10,654 | 95.0% | $124.29万 | 加仓 |
| XOP | SPDR SERIES TRUST | $267.31万 | 0.21% | 17,328 | -698 | -3.9% | -$10.77万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $270.68万 | 0.22% | 6,002 | -450 | -7.0% | -$20.29万 | 减仓 |
| IGEB | ISHARES TR | $274.12万 | 0.22% | 60,768 | 29,193 | 92.5% | $131.69万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $279.87万 | 0.22% | 32,489 | -1,579 | -4.6% | -$13.60万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $294.54万 | 0.23% | 43,584 | 3,314 | 8.2% | $22.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $294.90万 | 0.23% | 3,949 | -4,097 | -50.9% | -$305.95万 | 减仓 |
| MPC | MARATHON PETE CORP | $306.82万 | 0.24% | 12,001 | 5,747 | 91.9% | $146.93万 | 加仓 |
| ITOT | ISHARES TR | $319.77万 | 0.25% | 19,466 | 9,720 | 99.7% | $159.67万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $340.81万 | 0.27% | 26,923 | -1,325 | -4.7% | -$16.77万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $350.81万 | 0.28% | 9,894 | 3,005 | 43.6% | $106.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $351.52万 | 0.28% | 23,972 | 11,416 | 90.9% | $167.40万 | 加仓 |
| LOW | LOWES COS INC | $357.83万 | 0.28% | 16,229 | 7,319 | 82.1% | $161.38万 | 加仓 |
| ALL | ALLSTATE CORP | $397.13万 | 0.32% | 16,689 | 7,708 | 85.8% | $183.42万 | 加仓 |
| SGOV | ISHARES TR | $405.07万 | 0.32% | 40,237 | 21,098 | 110.2% | $212.39万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $447.53万 | 0.36% | 190,926 | 4,600 | 2.5% | $10.78万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $456.88万 | 0.36% | 26,740 | 26,740 | — | $456.88万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $465.06万 | 0.37% | 9,294 | 4,226 | 83.4% | $211.47万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $466.74万 | 0.37% | 102,534 | 51,267 | 100.0% | $233.37万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $487.80万 | 0.39% | 146,531 | 76,025 | 107.8% | $253.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $496.92万 | 0.40% | 4,913 | 2,322 | 89.6% | $234.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $498.19万 | 0.40% | 5,326 | -152 | -2.8% | -$14.22万 | 减仓 |
| — | VANECK ETF TRUST | $529.47万 | 0.42% | 114,904 | -3,230 | -2.7% | -$14.88万 | 减仓 |
| AME | AMETEK INC | $546.54万 | 0.43% | 22,589 | 10,642 | 89.1% | $257.48万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $559.40万 | 0.44% | 132,152 | 125,143 | 1,785.5% | $529.74万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $683.87万 | 0.54% | 135,405 | -100,548 | -42.6% | -$507.83万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $703.84万 | 0.56% | 21,503 | 10,180 | 89.9% | $333.22万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $714.40万 | 0.57% | 178,022 | -68,865 | -27.9% | -$276.35万 | 减仓 |
| GEV | GE VERNOVA INC | $748.18万 | 0.59% | 6,369 | 2,407 | 60.8% | $282.75万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $748.75万 | 0.60% | 192,686 | 96,617 | 100.6% | $375.44万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $756.20万 | 0.60% | 9,909 | -445 | -4.3% | -$33.96万 | 减仓 |
| IJH | ISHARES TR | $840.41万 | 0.67% | 108,989 | 57,826 | 113.0% | $445.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $888.46万 | 0.71% | 7,697 | 6,279 | 442.8% | $724.78万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,015.92万 | 0.81% | 112,754 | 55,977 | 98.6% | $504.35万 | 加仓 |
| LLY | ELI LILLY & CO | $1,020.36万 | 0.81% | 8,507 | 4,147 | 95.1% | $497.41万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,037.99万 | 0.83% | 64,256 | 28,140 | 77.9% | $454.57万 | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC | $1,076.28万 | 0.86% | 600,266 | 600,266 | — | $1,076.28万 | 新建仓 |
| CLIP | GLOBAL X FDS | $1,152.76万 | 0.92% | 114,886 | 63,347 | 122.9% | $635.62万 | 加仓 |
| SHY | ISHARES TR | $1,188.20万 | 0.94% | 144,708 | 144,708 | — | $1,188.20万 | 新建仓 |
| IJR | ISHARES TR | $1,195.29万 | 0.95% | 80,594 | 41,956 | 108.6% | $622.25万 | 加仓 |
| META | META PLATFORMS INC | $1,207.61万 | 0.96% | 21,438 | -422 | -1.9% | -$23.77万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $1,236.71万 | 0.98% | 680,631 | 12,293 | 1.8% | $22.34万 | 加仓 |
| IEMG | ISHARES INC | $1,300.92万 | 1.03% | 157,040 | 73,929 | 89.0% | $612.43万 | 加仓 |
| WINN | HARBOR ETF TRUST | $1,308.43万 | 1.04% | 402,966 | 191,730 | 90.8% | $622.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,385.85万 | 1.10% | 275,024 | 108,443 | 65.1% | $546.44万 | 加仓 |
| AMZN | AMAZON COM INC | $1,503.57万 | 1.20% | 63,086 | 31,742 | 101.3% | $756.53万 | 加仓 |
| TSLA | TESLA INC | $1,580.28万 | 1.26% | 37,572 | -19,976 | -34.7% | -$840.19万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,605.75万 | 1.28% | 325,844 | 148,389 | 83.6% | $731.26万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,774.87万 | 1.41% | 201,965 | 49,467 | 32.4% | $434.72万 | 加仓 |
| AVGO | BROADCOM INC | $1,785.43万 | 1.42% | 47,265 | 22,808 | 93.3% | $861.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,806.86万 | 1.44% | 48,438 | 11,498 | 31.1% | $428.90万 | 加仓 |
| GOOGL | ALPHABET INC | $1,927.25万 | 1.53% | 53,929 | 25,506 | 89.7% | $911.50万 | 加仓 |
| AAPL | APPLE INC | $2,218.16万 | 1.76% | 76,656 | 37,290 | 94.7% | $1,079.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,254.81万 | 1.79% | 112,689 | 54,480 | 93.6% | $1,090.10万 | 加仓 |
| IDEV | ISHARES TR | $2,259.77万 | 1.80% | 253,880 | 126,169 | 98.8% | $1,123.02万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,383.57万 | 1.90% | 247,021 | 234,509 | 1,874.3% | $2,262.83万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,551.19万 | 2.03% | 999,682 | -1,817,950 | -64.5% | -$4,639.42万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $3,199.86万 | 2.54% | 1,435,557 | 884,206 | 160.4% | $1,970.89万 | 加仓 |
| MTUM | ISHARES TR | $3,568.50万 | 2.84% | 104,086 | 15,741 | 17.8% | $539.67万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $3,615.65万 | 2.87% | 342,489 | 203,279 | 146.0% | $2,146.01万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $3,983.26万 | 3.17% | 1,857,864 | 947,777 | 104.1% | $2,032.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,000.37万 | 3.18% | 209,968 | 87,660 | 71.7% | $1,670.12万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $4,003.00万 | 3.18% | 422,035 | -179,243 | -29.8% | -$1,700.12万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $4,164.14万 | 3.31% | 381,642 | 180,516 | 89.8% | $1,969.63万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $4,195.41万 | 3.34% | 374,287 | -174,539 | -31.8% | -$1,956.42万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $4,352.33万 | 3.46% | 365,342 | 172,559 | 89.5% | $2,055.70万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4,383.56万 | 3.49% | 552,018 | 200,019 | 56.8% | $1,588.35万 | 加仓 |