13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001456133
申报总市值
US$10.6亿
US$10.6亿
242 檔
5.4%
Q4 2025 季度申报显示，Convergence Investment Partners, LLC 披露的美股组合总市值为 US$10.6亿，涵盖 242 个不同之权益投资仓位。
在 Q4 2025，Convergence Investment Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 16 个新仓位，并对 18 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Convergence Investment Partners, LLC 的前 5 大核心持股（包含 NVDA, AVGO, GOOGL 等）合计占整体申报市值的 5.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 242 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.62% | +15.25% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.14% | -0.96% | +9.73% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.04% | +0.07% | -9.36% | |
| 4 | MU | Micron Technology Inc | 股票-科技 | 1.94% | +0.52% | +2177.23% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.92% | +0.09% | +31.22% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 1.88% | -0.02% | +7.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.96% | +16.79% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.73% | -0.77% | -15.39% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.34% | +0.89% | +5.53% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | -0.01% | -7.08% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.33% | +0.08% | -15.65% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.30% | -0.01% | -5.31% | |
| 13 | T | At&t Inc | 股票-通信服务 | 1.21% | -0.96% | +18.12% | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.20% | -0.42% | +10.57% | |
| 15 | AEO | American Eagle Outfitters | 股票-周期性消费 | 1.18% | -0.08% | -7.17% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.46% | +9.96% | |
| 17 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.07% | -0.03% | -11.39% | |
| 18 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.07% | -0.33% | +2.87% | |
| 19 | CIEN | Ciena CORP | 股票-科技 | 1.05% | -0.33% | +90.13% | |
| 20 | JBL | Jabil Inc | 股票-科技 | 1.05% | -0.44% | +262.87% | |
| 21 | ROKU | Roku Inc | 股票-通信服务 | 1.03% | +0.04% | +90.97% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.00% | -0.24% | +11.12% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.50% | +108.92% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | -0.01% | +2.01% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.56% | +13.62% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.91% | -0.25% | -27.47% | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 0.90% | -0.06% | +4.49% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.84% | -0.09% | +78.62% | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 0.82% | -0.29% | +2.42% | |
| 30 | GM | General Motors Co | 股票-周期性消费 | 0.81% | +0.10% | +54.21% | |
| 31 | MO | Altria Group Inc | 股票-非周期性消费 | 0.80% | -0.10% | -16.09% | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.77% | +0.15% | +191.79% | |
| 33 | CARG | Cargurus Inc | 股票-周期性消费 | 0.74% | -0.46% | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.68% | -0.15% | |
| 35 | IVZ | Invesco Ltd. | 股票-金融 | 0.71% | -0.57% | +3.63% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.70% | +0.46% | -26.78% | |
| 37 | VRSN | Verisign Inc | 股票-科技 | 0.70% | -0.13% | +33.44% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | -0.25% | -0.22% | |
| 39 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.68% | -0.06% | +142.16% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.67% | +0.02% | NEW | |
| 41 | ZM | Zoom Communications Inc | 股票-科技 | 0.67% | -0.02% | +74.33% | |
| 42 | PEGA | Pegasystems Inc | 股票-科技 | 0.66% | -0.35% | EXIT | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.65% | +0.79% | NEW | |
| 44 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.62% | -0.34% | EXIT | |
| 45 | KD | Kyndryl Holdings Inc | 股票-科技 | 0.59% | — | +42.57% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.59% | -0.02% | -4.11% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.58% | -0.32% | -13.84% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.57% | +0.09% | +25.80% | |
| 49 | LEA | Lear CORP | 股票-周期性消费 | 0.56% | -0.08% | +154.58% | |
| 50 | LAD | Lithia Motors Inc | 股票-周期性消费 | 0.53% | — | +6.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.9% | +2177.23% | 加仓 |
| 2 | JBL | Jabil Inc | +0.7% | +262.87% | 加仓 |
| 3 | CIEN | Ciena CORP | +0.7% | +90.13% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +31.22% | 加仓 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | +108.92% | 加仓 |
| 6 | ROKU | Roku Inc | +0.5% | +90.97% | 加仓 |
| 7 | CRM | Salesforce Inc | +0.5% | +706.39% | 加仓 |
| 8 | LOW | Lowe's Cos Inc | +0.4% | +698.08% | 加仓 |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +78.62% | 加仓 |
| 10 | MPC | Marathon Petroleum CORP | +0.4% | +191.79% | 加仓 |
| 11 | GM | General Motors Co | +0.4% | +54.21% | 加仓 |
| 12 | ADM | Archer-daniels-midland Co | +0.4% | +142.16% | 加仓 |
| 13 | LEA | Lear CORP | +0.3% | +154.58% | 加仓 |
| 14 | RYN | Rayonier Inc | +0.3% | +494.05% | 加仓 |
| 15 | CVS | Cvs Health CORP | +0.3% | +263.83% | 加仓 |
| 16 | ZM | Zoom Communications Inc | +0.3% | +74.33% | 加仓 |
| 17 | AEO | American Eagle Outfitters | +0.3% | -7.17% | 减仓 |
| 18 | LRCX | Lam Research CORP | +0.2% | +5.53% | 加仓 |
| 19 | NVDA | Nvidia CORP | +0.1% | +15.25% | 加仓 |
| 20 | ADI | Analog Devices Inc | -0.4% | -61.61% | 减仓 |
| 21 | APP | Applovin Corp-class A | -0.5% | -26.78% | 减仓 |
| 22 | ABBV | Abbvie Inc | -0.5% | -27.47% | 减仓 |
| 23 | CVX | Chevron CORP | -0.6% | -81.28% | 减仓 |
| 24 | PLTR | Palantir Technologies Inc-a | -0.7% | -89.86% | 减仓 |
| 25 | HPE | Hewlett Packard Enterprise | -0.7% | -62.76% | 减仓 |
| 26 | CARG | Cargurus Inc | — | NEW | 新建仓 |
| 27 | SEDG | Solaredge Technologies Inc | — | EXIT | 清仓 |
| 28 | KLAC | Kla CORP | — | EXIT | 清仓 |
| 29 | ANET | Arista Networks Inc | — | EXIT | 清仓 |
| 30 | ROK | Rockwell Automation Inc | — | NEW | 新建仓 |
| 31 | FFIV | F5 Inc | — | EXIT | 清仓 |
| 32 | EBAY | Ebay Inc | — | EXIT | 清仓 |
| 33 | EPR | Epr Properties | — | EXIT | 清仓 |
| 34 | EXEL | Exelixis Inc | — | NEW | 新建仓 |
| 35 | AMG | Affiliated Managers Group | — | NEW | 新建仓 |
| 36 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | 新建仓 |
| 37 | MTB | M & T Bank CORP | — | NEW | 新建仓 |
| 38 | FHI | Federated Hermes Inc | — | EXIT | 清仓 |
| 39 | KEYS | Keysight Technologies In | — | NEW | 新建仓 |
| 40 | EA | Electronic Arts Inc | — | EXIT | 清仓 |
| 41 | DELL | Dell Technologies -c | — | NEW | 新建仓 |
| 42 | XYZ | Block Inc | — | NEW | 新建仓 |
| 43 | VICR | Vicor CORP | — | NEW | 新建仓 |
| 44 | HAL | Halliburton Co | — | NEW | 新建仓 |
| 45 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 46 | AER | AerCap Holdings N.V. | — | NEW | 新建仓 |
| 47 | CATY | Cathay General Bancorp | — | NEW | 新建仓 |
| 48 | ENS | Enersys | — | NEW | 新建仓 |
| 49 | BG | Bunge Global SA | — | NEW | 新建仓 |
| 50 | AIG | American International Group | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Convergence Investment Partners, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$10.6亿，共申报了 242 个公开持股仓位。
在 Q4 2025 季度，Convergence Investment Partners, LLC 按市值排列的前三大核心持股分别为：NVDA (3.4%)、AVGO (2.1%)、GOOGL (2.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
CARG
市值: US$374.2万
本季最大获利了结 / 清仓标的
SEDG
前期市值: US$303.3万
在 Q4 2025 季度中，Convergence Investment Partners, LLC 共进行了 50 项持仓异动，包含新建仓 16 个仓位、加仓 18 个仓位、减仓 7 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 CARG。 本季清仓仓位包含 SEDG。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。