Platform Technology Partners
- SEC CIK
- 0001830817
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/24。SEC
- 持股檔數
- 393
- 較 2026 年第 1 季 +50
- 總值
- $6.11 億
- 較 2026 年第 1 季 +$9,231.02 萬 (+17.8%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 150,937 | $4,367.51 萬 | 7.15% | +473+0.3% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 132,818 | $2,657.55 萬 | 4.35% | +2,156+1.7% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 45,761 | $1,706.97 萬 | 2.79% | +3,167+7.4% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 67,547 | $1,609.92 萬 | 2.64% | −1,048−1.5% | 減碼 | 查看 |
| MORGAN STANLEY ETF TRUST61774R825 | EATO VA DURA ETF | 289,968 | $1,474.63 萬 | 2.41% | +29,734+11.4% | 加碼 | – |
| FEDERATED HERMES ETF TRUST31423L404 | TOTA RETU BD ETF | 554,045 | $1,390.38 萬 | 2.28% | +73,184+15.2% | 加碼 | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 409,809 | $1,299.5 萬 | 2.13% | +28,223+7.4% | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 15,946 | $1,194.18 萬 | 1.96% | +348+2.2% | 加碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 29,436 | $1,051.97 萬 | 1.72% | +103+0.4% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 30,506 | $998.56 萬 | 1.63% | −785−2.5% | 減碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 21,490 | $931.23 萬 | 1.52% | +13+0.1% | 加碼 | 查看 |
| SERIES PORTFOLIOS TR81752T411 | EQUAB EQUIT ETF | 305,957 | $917.87 萬 | 1.50% | +26,340+9.4% | 加碼 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 111,354 | $916.89 萬 | 1.50% | +11,305+11.3% | 加碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 25,752 | $909.9 萬 | 1.49% | +115+0.4% | 加碼 | 查看 |
| CIFRCIPHER DIGITAL INC | COM | 350,000 | $857.5 萬 | 1.40% | +350,000 | 新進 | 查看 |
| TSLATESLA INC COM | Stock | 19,801 | $832.82 萬 | 1.36% | +776+4.1% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 16,612 | $831.25 萬 | 1.36% | +201+1.2% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 13,838 | $779.5 萬 | 1.28% | +389+2.9% | 加碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 11,075 | $760.66 萬 | 1.25% | +672+6.5% | 加碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 85,543 | $736.86 萬 | 1.21% | +72,678+564.9% | 加碼 | – |
| APOAPOLLO GLOBAL MGMT INC | COM | 62,164 | $735.46 萬 | 1.20% | −2,713−4.2% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 24,647 | $625.97 萬 | 1.02% | −897−3.5% | 減碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q118 | SMALL & MID CAP | 78,189 | $610.11 萬 | 1.00% | +23,482+42.9% | 加碼 | – |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 5,879 | $594.61 萬 | 0.97% | +41+0.7% | 加碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 7,000 | $522.75 萬 | 0.86% | −159−2.2% | 減碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 27,232 | $516.68 萬 | 0.85% | +619+2.3% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 14,633 | $502.03 萬 | 0.82% | +939+6.9% | 加碼 | 查看 |
| ISHARES TR46436E718 | 0-3 MTH TREASURY | 44,779 | $450.79 萬 | 0.74% | +30,314+209.6% | 加碼 | – |
| CVXCHEVRON CORPORATION COM | Stock | 25,821 | $428 萬 | 0.70% | −784−2.9% | 減碼 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 11,311 | $416.69 萬 | 0.68% | −316−2.7% | 減碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 11,547 | $407.24 萬 | 0.67% | +1,283+12.5% | 加碼 | 查看 |
| HARBOR ETF TRUST41151J505 | COMM ALL WEA ETF | 138,010 | $404.92 萬 | 0.66% | +16,991+14.0% | 加碼 | – |
| BXBLACKSTONE INC | COM | 34,390 | $404.67 萬 | 0.66% | −3,613−9.5% | 減碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 44,260 | $388.47 萬 | 0.64% | +2,322+5.5% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 3,230 | $387.38 萬 | 0.63% | +640+24.7% | 加碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33738D804 | LTD DUR INVT ETF | 203,116 | $382.97 萬 | 0.63% | +103,518+103.9% | 加碼 | – |
| BABOEING CO COM | Stock | 17,346 | $375.48 萬 | 0.61% | +479+2.8% | 加碼 | 查看 |
| CBCHUBB LIMITED COM | Stock | 10,527 | $358.69 萬 | 0.59% | +295+2.9% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 3,821 | $357.43 萬 | 0.59% | +5+0.1% | 加碼 | 查看 |
| WMBWILLIAMS COS INC | COM | 46,721 | $347.33 萬 | 0.57% | +901+2.0% | 加碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33738D762 | COML MTG OPPORTU | 169,633 | $344.53 萬 | 0.56% | +75,326+79.9% | 加碼 | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 21,709 | $343.07 萬 | 0.56% | −146−0.7% | 減碼 | – |
| PLDPROLOGIS INC. COM | REIT | 25,270 | $342.33 萬 | 0.56% | +586+2.4% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 23,172 | $339.79 萬 | 0.56% | +2,365+11.4% | 加碼 | 查看 |
| INVESCO S&P 500 QUALITY ETF46137V241 | ETF | 34,949 | $314.89 萬 | 0.52% | +4,483+14.7% | 加碼 | – |
| SBUXSTARBUCKS CORP COM | Stock | 30,648 | $313.19 萬 | 0.51% | +1,119+3.8% | 加碼 | 查看 |
| AMGNAMGEN INC COM | Stock | 8,500 | $307.81 萬 | 0.50% | +113+1.3% | 加碼 | 查看 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 37,453 | $303.59 萬 | 0.50% | +5,782+18.3% | 加碼 | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 7,226 | $300.32 萬 | 0.49% | +333+4.8% | 加碼 | 查看 |
| ISHARES TR464288687 | PFD AND INCM SEC | 96,454 | $294.09 萬 | 0.48% | 00.0% | 不變 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 3,961 | $291.72 萬 | 0.48% | +30+0.8% | 加碼 | – |
| MCDMCDONALDS CORP COM | Stock | 10,788 | $291.61 萬 | 0.48% | +782+7.8% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 21,109 | $285.81 萬 | 0.47% | −99−0.5% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 25,199 | $285.4 萬 | 0.47% | −1,250−4.7% | 減碼 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 22,181 | $280.77 萬 | 0.46% | +995+4.7% | 加碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 10,102 | $274.77 萬 | 0.45% | −95−0.9% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 2,568 | $273.52 萬 | 0.45% | +41+1.6% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 10,636 | $267.65 萬 | 0.44% | −208−1.9% | 減碼 | 查看 |
| WISDOMTREE TR97717X594 | ITL HDG QTLY DIV | 50,230 | $263.1 萬 | 0.43% | +6,442+14.7% | 加碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 35,536 | $253.2 萬 | 0.41% | +1,828+5.4% | 加碼 | – |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 8,605 | $252.29 萬 | 0.41% | +489+6.0% | 加碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 4,683 | $238.58 萬 | 0.39% | +198+4.4% | 加碼 | 查看 |
| TYTRI CONTL CORP | COM | 68,034 | $234.17 萬 | 0.38% | +1,038+1.5% | 加碼 | 查看 |
| MDTMEDTRONIC PLC SHS | Stock | 29,485 | $230.66 萬 | 0.38% | +3,198+12.2% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 15,832 | $216.46 萬 | 0.35% | −1,345−7.8% | 減碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 23,483 | $215.29 萬 | 0.35% | +928+4.1% | 加碼 | 查看 |
| COPCONOCOPHILLIPS COM | Stock | 20,253 | $210.55 萬 | 0.34% | +307+1.5% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 5,532 | $208.96 萬 | 0.34% | −82−1.5% | 減碼 | 查看 |
| DLRDIGITAL RLTY TR INC | COM | 11,606 | $208.41 萬 | 0.34% | +709+6.5% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 7,304 | $205.4 萬 | 0.34% | +257+3.6% | 加碼 | 查看 |
| NMZNUVEEN MUN HIGH INCOME OPPOR | COM | 193,277 | $204.29 萬 | 0.33% | +20,042+11.6% | 加碼 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 4,924 | $200.52 萬 | 0.33% | +364+8.0% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 3,895 | $200.05 萬 | 0.33% | +490+14.4% | 加碼 | 查看 |
| ABACUS FCF ETF TR89628W302 | LEADERS ETF | 23,289 | $199.96 萬 | 0.33% | −1,337−5.4% | 減碼 | – |
| GEVGE VERNOVA INC COM | Stock | 1,652 | $194.09 萬 | 0.32% | +33+2.0% | 加碼 | 查看 |
| DDOMINION ENERGY INC COM | Stock | 27,342 | $186.72 萬 | 0.31% | +585+2.2% | 加碼 | 查看 |
| AB ACTIVE ETFS INC00039J202 | TAX AWARE SHRT | 72,675 | $183.29 萬 | 0.30% | −1,060−1.4% | 減碼 | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 22,172 | $178.64 萬 | 0.29% | +16,764+310.0% | 加碼 | – |
| MRKMERCK & CO INC COM | Stock | 13,444 | $172.76 萬 | 0.28% | −988−6.8% | 減碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 13,970 | $164.09 萬 | 0.27% | +79+0.6% | 加碼 | 查看 |
| WISDOMTREE TR97717W604 | US SMALLCAP DIVD | 39,781 | $161.83 萬 | 0.26% | 00.0% | 不變 | – |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 37,672 | $159.5 萬 | 0.26% | +1,898+5.3% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 8,717 | $157.69 萬 | 0.26% | −35−0.4% | 減碼 | 查看 |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 40,492 | $148.85 萬 | 0.24% | +50.0% | 加碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 10,079 | $147.71 萬 | 0.24% | −170−1.7% | 減碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 9,526 | $144.31 萬 | 0.24% | +349+3.8% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 6,538 | $142.49 萬 | 0.23% | +11+0.2% | 加碼 | – |
| ISHARES SELECT DIVIDEND ETF464287168 | ETF | 9,071 | $141.78 萬 | 0.23% | +500+5.8% | 加碼 | – |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506 | ETF | 26,583 | $141.18 萬 | 0.23% | −855−3.1% | 減碼 | – |
| ETF SER SOLUTIONS26922A453 | CLEARSHS ULTRA | 14,043 | $140.54 萬 | 0.23% | +3,818+37.3% | 加碼 | – |
| IBITISHARES BITCOIN TRUST ETF | ETF | 42,090 | $140.12 萬 | 0.23% | −1,546−3.5% | 減碼 | 查看 |
| NKENIKE INC CL B | Stock | 33,905 | $139.18 萬 | 0.23% | +2,931+9.5% | 加碼 | 查看 |
| PCTPURECYCLE TECHNOLOGIES INC | COM | 169,781 | $137.69 萬 | 0.23% | +15,143+9.8% | 加碼 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 4,582 | $137.67 萬 | 0.23% | +5+0.1% | 加碼 | – |
| AMATAPPLIED MATLS INC COM | Stock | 1,898 | $137.21 萬 | 0.22% | +44+2.4% | 加碼 | 查看 |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 69,676 | $133.22 萬 | 0.22% | +561+0.8% | 加碼 | 查看 |
| CLXCLOROX CO DEL COM | Stock | 13,864 | $132.32 萬 | 0.22% | +600+4.5% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 4,398 | $131.09 萬 | 0.21% | +641+17.1% | 加碼 | 查看 |
| WISDOMTREE TR97717W307 | US LARGECAP DIVD | 13,597 | $130.97 萬 | 0.21% | 00.0% | 不變 | – |
| COFCAPITAL ONE FINL CORP COM | Stock | 6,442 | $129.24 萬 | 0.21% | −311−4.6% | 減碼 | 查看 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AAPLAPPLE INC COM | Stock | – | $43.4 萬 |
2026 年第 1 季 之後清倉（31 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 5,436 | $122.87 萬 | 0.24% |
| FIRST TR EXCH TRADED FD III33739P822 | NEW YORK MUNI | 14,942 | $39.49 萬 | 0.08% |
| SSBSOUTHSTATE BK CORP | COM | 3,632 | $33.6 萬 | 0.06% |
| GDGENERAL DYNAMICS CORP COM | Stock | 970 | $33.29 萬 | 0.06% |
| HBANHUNTINGTON BANCSHARES INC | COM | 19,755 | $30.92 萬 | 0.06% |
| RFREGIONS FINANCIAL CORP NEW | COM | 11,818 | $30.87 萬 | 0.06% |
| ABCBAMERIS BANCORP | COM | 3,941 | $30.74 萬 | 0.06% |
| HDBHDFC BANK LTD | SPONSORED ADS | 12,049 | $29.98 萬 | 0.06% |
| CAHCARDINAL HEALTH INC COM | Stock | 1,329 | $28.08 萬 | 0.05% |
| CMCSACOMCAST CORP NEW CL A | Stock | 9,359 | $26.87 萬 | 0.05% |
| CFCF INDUSTRIES HOLD | COM | 2,017 | $26.19 萬 | 0.05% |
| KRKROGER CO COM | Stock | 3,394 | $24.56 萬 | 0.05% |
| INGRINGREDION INC | COM | 2,173 | $24.48 萬 | 0.05% |
| SNPSSYNOPSYS INC | COM | 581 | $23.04 萬 | 0.04% |
| AMTAMERICAN TOWER CORP COM | REIT | 1,305 | $22.52 萬 | 0.04% |
| CRUSCIRRUS LOGIC INC COM | Stock | 1,542 | $22.3 萬 | 0.04% |
| FDXFEDEX CORP COM | Stock | 626 | $22.28 萬 | 0.04% |
| AB ACTIVE ETFS INC00039J780 | EMER MKTS OP ETF | 5,057 | $22.16 萬 | 0.04% |
| ITTITT INC | COM | 1,149 | $21.89 萬 | 0.04% |
| CCKCROWN HLDGS INC | COM | 2,118 | $21.23 萬 | 0.04% |
| ADSKAUTODESK INC | COM | 870 | $20.83 萬 | 0.04% |
| RLRALPH LAUREN CORP | CL A | 597 | $20.54 萬 | 0.04% |
| IFFINTERNATIONAL FLAVORS&FRAGRA | COM | 2,817 | $20.44 萬 | 0.04% |
| DGDOLLAR GEN CORP NEW | COM | 1,709 | $20.29 萬 | 0.04% |
| DTDYNATRACE INC COM NEW | Stock | 5,477 | $20.25 萬 | 0.04% |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 586 | $20.23 萬 | 0.04% |
| LOWLOWES COS INC COM | Stock | 854 | $20.18 萬 | 0.04% |
| TSNTYSON FOODS INC CL A | Stock | 3,137 | $20.1 萬 | 0.04% |
| FOXFOX CORP | CL B COM | 3,778 | $20.06 萬 | 0.04% |
| FFORD MTR CO COM | Stock | 10,770 | $12.43 萬 | 0.02% |
| FLOFLOWERS FOODS INC | COM | 13,688 | $11.16 萬 | 0.02% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/24 | 393 | $6.11 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/27 | 343 | $5.18 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/2/13 | 260 | $4.7 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/29 | 256 | $4.17 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/8/11 | 259 | $3.83 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/5/1 | 235 | $3.43 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/1/28 | 218 | $3.3 億 | 與 2024 年第 3 季 比較 | SEC |
| 2024 年第 3 季 | 2024/11/4 | 224 | $3.18 億 | 與 2024 年第 2 季 比較 | SEC |
| 2024 年第 2 季 | 2024/7/30 | 227 | $2.91 億 | – | SEC |
| 2023 年第 4 季 | 2024/2/13 | 203 | $2.57 億 | 與 2023 年第 3 季 比較 | SEC |
| 2023 年第 3 季 | 2023/11/8 | 206 | $2.14 億 | 與 2023 年第 2 季 比較 | SEC |
| 2023 年第 2 季 | 2023/7/12 | 211 | $2.12 億 | 與 2023 年第 1 季 比較 | SEC |
| 2023 年第 1 季 | 2023/4/4 | 209 | $2.02 億 | 與 2022 年第 4 季 比較 | SEC |
| 2022 年第 4 季 | 2023/1/11 | 207 | $1.94 億 | 與 2022 年第 3 季 比較 | SEC |
| 2022 年第 3 季 | 2022/10/24 | 194 | $1.75 億 | 與 2022 年第 2 季 比較 | SEC |
| 2022 年第 2 季 | 2022/8/4 | 201 | $1.83 億 | 與 2022 年第 1 季 比較 | SEC |
| 2022 年第 1 季 | 2022/5/3 | 217 | $2.08 億 | 與 2021 年第 4 季 比較 | SEC |
| 2021 年第 4 季 | 2022/2/1 | 228 | $2.28 億 | 與 2021 年第 3 季 比較 | SEC |
| 2021 年第 3 季 | 2021/11/4 | 236 | $2.2 億 | 與 2021 年第 2 季 比較 | SEC |
| 2021 年第 2 季 | 2021/8/5 | 262 | $2.43 億 | – | SEC |