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Convergence Financial, LLC · 13F 持仓分析
期权收益计算器 机构排行

Convergence Financial, LLC

No.2371 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.58亿
环比变动 Q1 2026
+$3.15亿+33.3%
持仓股票数
272
新买入
85
加仓
125
减仓
59
清仓
30
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托SPYG
7.74%5.23%$9,729.5万81.8万股$4,935.1万49.9万股+31.8万股+63.72%加仓
S道富SPYV
5.86%9.64%$7,364.7万121.1万股$9,092.4万160.2万股-39.0万股-24.37%减仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
3.49%2.69%$4,383.6万55.2万股$2,533.6万35.2万股+20.0万股+56.82%加仓
S道富SLYG
3.46%1.99%$4,352.3万36.5万股$1,876.9万19.3万股+17.3万股+89.51%加仓
S道富MDYG
3.34%5.61%$4,195.4万37.4万股$5,288.2万54.9万股-17.5万股-31.80%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
3.31%2.03%$4,164.1万38.2万股$1,912.4万20.1万股+18.1万股+89.75%加仓
S道富MDYV
3.18%5.44%$4,003.0万42.2万股$5,135.3万60.1万股-17.9万股-29.81%减仓
SSPDR行业精选信托XLK
3.18%1.75%$4,000.4万21.0万股$1,648.7万12.2万股+8.8万股+71.67%加仓
F富兰克林邓普顿ETF信托FLCO
3.17%2.07%$3,983.3万185.8万股$1,949.4万91.0万股+94.8万股+104.14%加仓
IINVESCO SHORT TERM TREASURY ETFTBLL
2.87%1.56%$3,615.6万34.2万股$1,469.5万13.9万股+20.3万股+146.02%加仓
IiShares安硕信托MTUM
2.84%2.27%$3,568.5万10.4万股$2,136.8万8.8万股+1.6万股+17.82%加仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
2.54%1.31%$3,199.9万143.6万股$1,231.7万55.1万股+88.4万股+160.37%加仓
S道富SPAB
2.03%7.65%$2,551.2万100.0万股$7,212.3万281.8万股-181.8万股-64.52%减仓
A美国世纪ETF信托AVEM
1.9%0.12%$2,383.6万24.7万股$113.1万1.3万股+23.5万股+1,874.27%加仓
IiShares安硕信托IDEV
1.8%1.14%$2,259.8万25.4万股$1,071.0万12.8万股+12.6万股+98.79%加仓
英伟达NVDA
1.79%1.08%$2,254.8万11.3万股$1,015.7万5.8万股+5.4万股+93.59%加仓
苹果AAPL
1.76%1.06%$2,218.2万7.7万股$999.6万3.9万股+3.7万股+94.73%加仓
谷歌AGOOGL
1.53%0.87%$1,927.2万5.4万股$818.7万2.8万股+2.6万股+89.74%加仓
微软MSFT
1.44%1.45%$1,806.9万4.8万股$1,369.6万3.7万股+1.1万股+31.13%加仓
博通AVGO
1.42%0.8%$1,785.4万4.7万股$758.1万2.4万股+2.3万股+93.26%加仓
S道富SPYM
1.41%1.24%$1,774.9万20.2万股$1,167.7万15.2万股+4.9万股+32.44%加仓
C资本集团股息价值CCBG
1.28%0.8%$1,605.8万32.6万股$754.9万17.7万股+14.8万股+83.62%加仓
特斯拉TSLA
1.26%2.27%$1,580.3万3.8万股$2,139.5万5.8万股-2.0万股-34.71%减仓
亚马逊AMZN
1.2%0.69%$1,503.6万6.3万股$653.6万3.1万股+3.2万股+101.27%加仓
SSPDR道富指数基金SPDW
1.1%0.81%$1,385.8万27.5万股$760.4万16.7万股+10.8万股+65.10%加仓
HHARBOR LONG-TERM GROWERSETFWINN
1.04%0.62%$1,308.4万40.3万股$585.7万21.1万股+19.2万股+90.77%加仓
IiShares安硕IEMG
1.03%0.61%$1,300.9万15.7万股$579.7万8.3万股+7.4万股+88.95%加仓
CCOLUMBIA ETF TR IDIAL
0.98%1.28%$1,236.7万68.1万股$1,208.4万66.8万股+1.2万股+1.84%加仓
Meta平台META
0.96%1.33%$1,207.6万2.1万股$1,251.1万2.2万股-422股-1.93%减仓
IiShares安硕·COREIJR
0.95%0.51%$1,195.3万8.1万股$480.3万3.9万股+4.2万股+108.59%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.94%$1,188.2万14.5万股$00股+14.5万股新买入
GGlobal X基金CLIP
0.92%0.55%$1,152.8万11.5万股$517.2万5.2万股+6.3万股+122.91%加仓
SOFI TECHNOLOGIES COMSOFI
0.86%$1,076.3万60.0万股$00股+60.0万股新买入
I景顺交易所交易基金IISPMO
0.83%$1,038.0万6.4万股$00股+6.4万股新买入
礼来LLY
0.81%0.43%$1,020.4万8,507股$401.2万4,360股+4,147股+95.11%加仓
I景顺·S&PSPHQ
0.81%0.45%$1,015.9万11.3万股$426.9万5.7万股+5.6万股+98.59%加仓
美光科技MU
0.71%0.05%$888.5万7,697股$49.1万1,418股+6,279股+442.81%加仓
IiShares安硕·COREIJH
0.67%0.37%$840.4万10.9万股$345.7万5.1万股+5.8万股+113.02%加仓
CrowdStrikeCRWD
0.6%0.43%$756.2万9,909股$404.4万1.0万股-445股-4.30%减仓
H哈特福德·FDS EXCHANGE TRADEDTRPA
0.6%0.39%$748.7万19.3万股$372.3万9.6万股+9.7万股+100.57%加仓
GE VernovaGEV
0.59%0.37%$748.2万6,369股$345.8万3,962股+2,407股+60.75%加仓
F富达Covington信托FENI
0.57%0.97%$714.4万17.8万股$918.4万24.7万股-6.9万股-27.89%减仓
摩根大通JPM
0.56%0.35%$703.8万2.2万股$333.2万1.1万股+1.0万股+89.91%加仓
NNEUBERGER BERMAN ETF TRUSTNBSD
0.54%$683.9万13.5万股$00股+13.5万股新买入
CCAPITAL GBL GROWTH EQTCGGR
0.44%$559.4万13.2万股$00股+13.2万股新买入
AMETEK COMAME
0.43%0.27%$546.5万2.3万股$256.1万1.2万股+1.1万股+89.08%加仓
VANECK OIL REFINERS ETFCRAK
0.42%0.62%$529.5万11.5万股$583.6万11.8万股-3,230股-2.73%减仓
好市多COST
0.4%0.58%$498.2万5,326股$545.8万5,478股-152股-2.77%减仓
高盛GS
0.4%0.23%$496.9万4,913股$219.3万2,591股+2,322股+89.62%加仓
IiShares比特币ETFIBIT
0.39%0.29%$487.8万14.7万股$271.1万7.1万股+7.6万股+107.83%加仓

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