Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/1 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 228
- 較 2021 年第 3 季 −8
- 總值
- $2.28 億
- 較 2021 年第 3 季 +$706.2 萬 (+3.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 128,608 | $2,284 萬 | 10.0% | −2,828−2.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,144 | $1,479 萬 | 6.5% | +290+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,568 | $1,196 萬 | 5.3% | −304−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,982 | $660.9 萬 | 2.9% | +139+7.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 71,893 | $581.1 萬 | 2.6% | +3,436+5.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 12,089 | $406.6 萬 | 1.8% | −56−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 23,736 | $375.9 萬 | 1.7% | +226+1.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 61,381 | $362.5 萬 | 1.6% | −321−0.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,000 | $358.8 萬 | 1.6% | +184+1.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,006 | $334.2 萬 | 1.5% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,113 | $322.1 萬 | 1.4% | −10−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,033 | $274.3 萬 | 1.2% | +34+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,033 | $252.8 萬 | 1.1% | −39−0.4% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 9,371 | $244.4 萬 | 1.1% | +814+9.5% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,083 | $236.4 萬 | 1.0% | +49+0.2% | 加碼 | – |
| DRVNDriven Brands Holdings Inc. | COM | 68,817 | $231.4 萬 | 1.0% | −35,000−33.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 787 | $228.0 萬 | 1.0% | +1+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,197 | $221.0 萬 | 1.0% | +798+8.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,011 | $211.3 萬 | 0.9% | +50+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,086 | $211.1 萬 | 0.9% | +3+0.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,134 | $210.8 萬 | 0.9% | +18+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,114 | $201.9 萬 | 0.9% | −579−4.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,199 | $193.0 萬 | 0.8% | −40−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,680 | $191.1 萬 | 0.8% | +84+0.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 14,209 | $183.9 萬 | 0.8% | −362−2.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,573 | $179.3 萬 | 0.8% | +268+2.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,693 | $178.9 萬 | 0.8% | +201+13.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,396 | $174.9 萬 | 0.8% | +21+0.5% | 加碼 | – |
| MAMastercard Inc | Stock | 4,740 | $170.3 萬 | 0.7% | −93−1.9% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,153 | $163.1 萬 | 0.7% | −569−2.1% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 38,908 | $161.8 萬 | 0.7% | −493−1.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 18,683 | $160.8 萬 | 0.7% | −40.0% | 減碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 54,899 | $157.4 萬 | 0.7% | +54,899 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,758 | $156.6 萬 | 0.7% | −25−0.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,088 | $155.0 萬 | 0.7% | +48+1.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 28,501 | $148.1 萬 | 0.7% | −50−0.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,782 | $144.7 萬 | 0.6% | +104+2.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,047 | $136.2 萬 | 0.6% | +212+3.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,059 | $136.2 萬 | 0.6% | +323+3.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,608 | $136.2 萬 | 0.6% | +103+0.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 24,135 | $135.5 萬 | 0.6% | +123+0.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,079 | $134.4 萬 | 0.6% | +119+4.0% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 51,629 | $134.4 萬 | 0.6% | −2,569−4.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 40,781 | $134.0 萬 | 0.6% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 11,400 | $133.4 萬 | 0.6% | −115−1.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,204 | $128.3 萬 | 0.6% | +32+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,117 | $127.5 萬 | 0.6% | +61+1.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,117 | $124.9 萬 | 0.5% | −138−2.6% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,436 | $121.4 萬 | 0.5% | +969+17.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,485 | $117.3 萬 | 0.5% | +73+3.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 13,789 | $116.0 萬 | 0.5% | −18−0.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 51,412 | $112.9 萬 | 0.5% | +1,177+2.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $112.2 萬 | 0.5% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,422 | $109.2 萬 | 0.5% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 7,545 | $109.2 萬 | 0.5% | +56+0.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,854 | $108.5 萬 | 0.5% | +16+0.2% | 加碼 | – |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 43,291 | $107.7 萬 | 0.5% | −9,827−18.5% | 減碼 | – |
| TGTTarget Corp | Stock | 4,558 | $105.5 萬 | 0.5% | +102+2.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,676 | $103.8 萬 | 0.5% | −115−0.8% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 125,597 | $103.4 萬 | 0.5% | −25,980−17.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,850 | $101.9 萬 | 0.4% | +162+1.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,551 | $100.7 萬 | 0.4% | −320−2.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,073 | $100.2 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,574 | $90.8 萬 | 0.4% | +189+5.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 10,495 | $89.6 萬 | 0.4% | +538+5.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,924 | $88.3 萬 | 0.4% | +260+7.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 19,817 | $88.2 萬 | 0.4% | +60.0% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,033 | $85.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 14,709 | $85.0 萬 | 0.4% | +14,709 | 新進 | 歷史 |
| BABoeing Co | Stock | 4,192 | $84.4 萬 | 0.4% | +34+0.8% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 4,084 | $83.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,307 | $83.0 萬 | 0.4% | −815−19.8% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,419 | $82.7 萬 | 0.4% | +40.0% | 加碼 | – |
| ACNAccenture plc | Stock | 1,949 | $80.8 萬 | 0.4% | +14+0.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,811 | $77.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,604 | $76.6 萬 | 0.3% | +688+35.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $76.5 萬 | 0.3% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 4,283 | $76.1 萬 | 0.3% | +185+4.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,430 | $74.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 3,782 | $71.3 萬 | 0.3% | +84+2.3% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 4,299 | $70.9 萬 | 0.3% | −127−2.9% | 減碼 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 176,107 | $69.2 萬 | 0.3% | −58,500−24.9% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,938 | $68.9 萬 | 0.3% | −201−3.3% | 減碼 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 9,327 | $67.1 萬 | 0.3% | +9,327 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 4,077 | $66.7 萬 | 0.3% | −105−2.5% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,793 | $66.5 萬 | 0.3% | −143−1.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9,109 | $65.7 萬 | 0.3% | −67−0.7% | 減碼 | 歷史 |
| PHASPhaseBio Pharmaceuticals Inc | COM | 251,723 | $65.7 萬 | 0.3% | +22,500+9.8% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,588 | $65.6 萬 | 0.3% | +109+2.4% | 加碼 | 歷史 |
| PLBYPlayboy, Inc. | COM | 24,532 | $65.4 萬 | 0.3% | +4,577+22.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 13,531 | $64.8 萬 | 0.3% | +3,062+29.2% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,540 | $64.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,652 | $64.0 萬 | 0.3% | +3+0.1% | 加碼 | – |
| CLXClorox Co | Stock | 3,637 | $63.4 萬 | 0.3% | +80+2.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,993 | $63.3 萬 | 0.3% | +60+0.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 16,716 | $62.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,116 | $61.9 萬 | 0.3% | −65−3.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,905 | $60.6 萬 | 0.3% | −534−5.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 31,854 | $58.0 萬 | 0.3% | −5,000−13.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 11,577 | $57.9 萬 | 0.3% | +30.0% | 加碼 | – |
2021 年第 3 季之後清倉（28 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| APOApollo Global Management, Inc. | COM CL A | 78,978 | $486.4 萬 | 2.2% | 歷史 |
| LORLLoral Space & Communications Inc. | COM | 52,535 | $226.0 萬 | 1.0% | 歷史 |
| KSUKansas City Southern | COM NEW | 3,128 | $84.7 萬 | 0.4% | 歷史 |
| PRKSUnited Parks & Resorts Inc. | COM | 12,363 | $68.4 萬 | 0.3% | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 9,995 | $48.1 萬 | 0.2% | 歷史 |
| DVNDevon Energy Corp | Stock | 10,103 | $35.9 萬 | 0.2% | 歷史 |
| Signature BK New York N Y82669G104 | COM | 1,149 | $31.3 萬 | 0.1% | – |
| DISHDISH Network CORP | CL A | 6,966 | $30.3 萬 | 0.1% | 歷史 |
| SNAPSnap Inc | Stock | 3,722 | $27.5 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,401 | $27.2 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 1,911 | $24.4 萬 | 0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 730 | $22.9 萬 | 0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 286 | $20.8 萬 | 0.1% | 歷史 |
| CRMTAmericas Carmart Inc | COM | 1,781 | $20.8 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 851 | $20.4 萬 | 0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,591 | $20.3 萬 | 0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 11,589 | $19.4 萬 | 0.1% | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 10,842 | $17.1 萬 | 0.1% | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 10,000 | $10.2 萬 | <0.1% | 歷史 |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 14,569 | $9.90 萬 | <0.1% | 歷史 |
| PTPIPetros Pharmaceuticals, Inc. | COM | 44,000 | $8.80 萬 | <0.1% | 歷史 |
| MMATMeta Materials Inc. | COM | 10,000 | $5.80 萬 | <0.1% | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM | 16,500 | $4.40 萬 | <0.1% | 歷史 |
| ZKINZK International Group Co., Ltd. | SHS | 10,000 | $2.80 萬 | <0.1% | 歷史 |
| ABEOAbeona Therapeutics Inc. | COM | 18,506 | $2.10 萬 | <0.1% | 歷史 |
| YARWYarrow Bioscience, Inc. | COM | 14,457 | $2.00 萬 | <0.1% | 歷史 |
| TLSATiziana Life Sciences Ltd | SPONSORED ADS | 10,000 | $1.50 萬 | <0.1% | 歷史 |
| SNDLSNDL Inc. | COM | 12,952 | $9,000 | <0.1% | 歷史 |