Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/3 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 217
- 較 2021 年第 4 季 −11
- 總值
- $2.08 億
- 較 2021 年第 4 季 −$1,956 萬 (−8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 128,739 | $2,248 萬 | 10.8% | +131+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,041 | $1,111 萬 | 5.3% | +473+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,990 | $648.7 萬 | 3.1% | +8+0.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 75,453 | $595.3 萬 | 2.9% | +3,560+5.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,361 | $422.8 萬 | 2.0% | −21,783−69.9% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 67,625 | $419.2 萬 | 2.0% | +67,625 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,796 | $416.3 萬 | 2.0% | −204−1.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,269 | $330.8 萬 | 1.6% | +533+2.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 62,428 | $323.2 萬 | 1.6% | +1,047+1.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,106 | $322.4 萬 | 1.6% | +100+1.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,109 | $309.7 萬 | 1.5% | −4−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,249 | $294.6 萬 | 1.4% | +1,160+9.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,216 | $287.4 萬 | 1.4% | +183+1.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,900 | $270.5 萬 | 1.3% | −133−1.3% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 10,334 | $243.3 萬 | 1.2% | +963+10.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,983 | $235.5 萬 | 1.1% | −100−0.5% | 減碼 | – |
| VVisa Inc. | Stock | 10,538 | $233.7 萬 | 1.1% | +341+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 823 | $228.9 萬 | 1.1% | +36+4.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,377 | $207.2 萬 | 1.0% | +243+2.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 15,081 | $191.4 萬 | 0.9% | +872+6.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,111 | $189.3 萬 | 0.9% | +428+2.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,755 | $188.1 萬 | 0.9% | −398−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 11,283 | $183.7 萬 | 0.9% | −325−2.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,693 | $182.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,926 | $182.2 萬 | 0.9% | +246+2.1% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 68,817 | $180.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,301 | $180.5 萬 | 0.9% | +102+1.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,155 | $179.4 萬 | 0.9% | +144+1.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,593 | $169.4 萬 | 0.8% | +479+4.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,725 | $168.9 萬 | 0.8% | −15−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,293 | $166.9 萬 | 0.8% | +234+2.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,126 | $166.3 萬 | 0.8% | +553+4.8% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 31,961 | $163.6 萬 | 0.8% | +7,826+32.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,187 | $162.5 萬 | 0.8% | +99+3.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,377 | $161.0 萬 | 0.8% | +291+5.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,746 | $158.1 萬 | 0.8% | −12−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,724 | $156.2 萬 | 0.8% | +3,120+119.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,257 | $155.2 萬 | 0.7% | +210+3.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,587 | $148.9 萬 | 0.7% | +508+16.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,083 | $148.0 萬 | 0.7% | −313−7.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 28,503 | $145.2 萬 | 0.7% | +20.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,056 | $133.9 萬 | 0.6% | +274+7.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $126.8 萬 | 0.6% | −1,000−2.5% | 減碼 | – |
| WMBWilliams Companies, Inc. | COM | 37,950 | $126.8 萬 | 0.6% | −13,679−26.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,301 | $122.6 萬 | 0.6% | +184+3.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,757 | $119.4 萬 | 0.6% | +907+9.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,149 | $117.2 萬 | 0.6% | −55−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,769 | $115.7 萬 | 0.6% | +224+3.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 13,508 | $113.9 萬 | 0.5% | −281−2.0% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,824 | $113.1 萬 | 0.5% | −30−0.3% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $111.7 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,422 | $109.7 萬 | 0.5% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 12,009 | $109.2 萬 | 0.5% | +609+5.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,454 | $107.7 萬 | 0.5% | +530+13.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,611 | $107.1 萬 | 0.5% | +126+5.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,726 | $104.4 萬 | 0.5% | −347−2.7% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9,920 | $99.2 萬 | 0.5% | +811+8.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,589 | $97.4 萬 | 0.5% | +31+0.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,423 | $94.5 萬 | 0.5% | −128−1.1% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,925 | $92.9 萬 | 0.4% | −192−3.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 21,628 | $89.2 萬 | 0.4% | +1,811+9.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 4,505 | $86.3 萬 | 0.4% | +313+7.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 11,358 | $86.1 萬 | 0.4% | +863+8.2% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,144 | $82.6 萬 | 0.4% | +708+11.0% | 加碼 | 歷史 |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 33,943 | $82.2 萬 | 0.4% | −9,348−21.6% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 13,446 | $81.5 萬 | 0.4% | −230−1.7% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,441 | $80.1 萬 | 0.4% | +22+0.3% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 3,441 | $79.3 萬 | 0.4% | +134+4.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,586 | $79.2 萬 | 0.4% | −319−3.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 16,107 | $77.0 萬 | 0.4% | +9,965+162.2% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $76.6 萬 | 0.4% | 00.0% | 不變 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 9,241 | $76.3 萬 | 0.4% | −86−0.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 20,116 | $75.3 萬 | 0.4% | +3,400+20.3% | 加碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 45,609 | $75.3 萬 | 0.4% | −9,290−16.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,656 | $73.8 萬 | 0.4% | +2,604+36.9% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 7,696 | $72.9 萬 | 0.4% | −97−1.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,896 | $72.9 萬 | 0.4% | −181−4.4% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 64,864 | $72.6 萬 | 0.3% | −60,733−48.4% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 4,017 | $71.9 萬 | 0.3% | −67−1.6% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,033 | $70.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,430 | $70.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,256 | $69.1 萬 | 0.3% | −318−8.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 4,644 | $69.1 萬 | 0.3% | +361+8.4% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 14,514 | $69.1 萬 | 0.3% | −195−1.3% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 26,656 | $68.8 萬 | 0.3% | −24,756−48.2% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,790 | $66.2 萬 | 0.3% | −21−0.2% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,897 | $63.9 萬 | 0.3% | −41−0.7% | 減碼 | – |
| ACNAccenture plc | Stock | 1,883 | $63.5 萬 | 0.3% | −66−3.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,141 | $63.3 萬 | 0.3% | +553+12.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,673 | $63.1 萬 | 0.3% | +528+16.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,474 | $62.8 萬 | 0.3% | +333+10.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 13,356 | $62.8 萬 | 0.3% | −175−1.3% | 減碼 | – |
| DDominion Energy, Inc | Stock | 7,103 | $60.4 萬 | 0.3% | +791+12.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,669 | $59.5 萬 | 0.3% | +229+9.4% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 15,471 | $58.5 萬 | 0.3% | −2,333−13.1% | 減碼 | – |
| BKHBlack Hills Corp | COM | 7,470 | $57.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 4,104 | $57.4 萬 | 0.3% | +322+8.5% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 4,124 | $57.3 萬 | 0.3% | +487+13.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,483 | $56.5 萬 | 0.3% | −169−6.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 9,989 | $55.7 萬 | 0.3% | −40.0% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（21 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CPRICapri Holdings Ltd | SHS | 7,888 | $51.2 萬 | 0.2% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 21,679 | $47.4 萬 | 0.2% | 歷史 |
| GABGabelli Equity Trust Inc | COM | 60,350 | $43.4 萬 | 0.2% | 歷史 |
| STLSterling Bancorp | COM | 13,330 | $34.4 萬 | 0.2% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 928 | $32.4 萬 | 0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,500 | $27.5 萬 | 0.1% | – |
| SPLKSplunk Inc | COM | 2,339 | $27.1 萬 | 0.1% | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 8,899 | $25.2 萬 | 0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,718 | $23.8 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 3,777 | $23.5 萬 | 0.1% | – |
| DTDynatrace, Inc. | Stock | 3,770 | $22.8 萬 | 0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,260 | $22.4 萬 | 0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,482 | $22.3 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,813 | $21.5 萬 | 0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 355 | $21.1 萬 | 0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 4,176 | $20.8 萬 | 0.1% | 歷史 |
| GUTGabelli Utility Trust | COM | 12,998 | $10.7 萬 | <0.1% | 歷史 |
| SABRSabre Corp | COM | 11,891 | $10.2 萬 | <0.1% | 歷史 |
| CELPCypress Environmental Partners, L.P. | LTD PARTNER INT | 31,916 | $3.60 萬 | <0.1% | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM | 11,250 | $1.60 萬 | <0.1% | 歷史 |
| MOGUMOGU Inc. | SPON ADS | 16,000 | $6,000 | <0.1% | 歷史 |