Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/4 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 201
- 較 2022 年第 1 季 −16
- 總值
- $1.83 億
- 較 2022 年第 1 季 −$2,480 萬 (−11.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 126,225 | $1,726 萬 | 9.4% | −2,514−2.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,385 | $985.9 萬 | 5.4% | +2,344+6.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 74,115 | $530.9 萬 | 2.9% | −1,338−1.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 47,197 | $501.3 萬 | 2.7% | +7,397+18.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,803 | $369.8 萬 | 2.0% | +442+4.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 63,413 | $332.5 萬 | 1.8% | +985+1.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 42,527 | $330.2 萬 | 1.8% | +42,527 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,877 | $324.3 萬 | 1.8% | +81+0.7% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 66,054 | $320.2 萬 | 1.7% | −1,571−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,379 | $290.7 萬 | 1.6% | +163+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,910 | $280.5 萬 | 1.5% | +641+2.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,736 | $255.4 萬 | 1.4% | −370−5.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,143 | $250.0 萬 | 1.4% | +34+3.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 135,694 | $240.4 萬 | 1.3% | +135,694 | 新進 | – |
| PEPPepsiCo Inc | Stock | 13,090 | $218.2 萬 | 1.2% | +713+5.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,994 | $216.5 萬 | 1.2% | +456+4.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,983 | $213.4 萬 | 1.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 13,131 | $211.7 萬 | 1.2% | −118−0.9% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 44,167 | $209.8 萬 | 1.1% | +12,206+38.2% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 9,725 | $207.4 萬 | 1.1% | −175−1.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 907 | $197.7 萬 | 1.1% | +84+10.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,497 | $196.3 萬 | 1.1% | −258−1.0% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 10,614 | $192.8 萬 | 1.1% | +280+2.7% | 加碼 | – |
| DRVNDriven Brands Holdings Inc. | COM | 68,817 | $189.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 19,091 | $183.5 萬 | 1.0% | −20−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,415 | $183.1 萬 | 1.0% | +114+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,294 | $176.8 萬 | 1.0% | +368+3.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,974 | $172.6 萬 | 0.9% | +1,387+38.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,211 | $164.9 萬 | 0.9% | +24+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,350 | $164.3 萬 | 0.9% | +67+0.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,824 | $152.2 萬 | 0.8% | +99+2.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 16,437 | $150.0 萬 | 0.8% | +1,356+9.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,463 | $149.8 萬 | 0.8% | +86+1.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,026 | $147.3 萬 | 0.8% | +523+1.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,044 | $145.9 萬 | 0.8% | +298+10.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,258 | $144.0 萬 | 0.8% | −1,897−12.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,365 | $143.4 萬 | 0.8% | −928−9.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 7,237 | $142.3 萬 | 0.8% | −20−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,936 | $135.5 萬 | 0.7% | +3,212+56.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,699 | $131.7 萬 | 0.7% | +616+15.1% | 加碼 | – |
| NKENIKE, Inc. | Stock | 12,103 | $123.7 萬 | 0.7% | −490−3.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,109 | $122.1 萬 | 0.7% | +53+1.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,657 | $119.5 萬 | 0.7% | +531+4.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 38,070 | $118.8 萬 | 0.6% | +120+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,799 | $116.7 萬 | 0.6% | +73+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,685 | $116.2 萬 | 0.6% | +384+6.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,753 | $115.6 萬 | 0.6% | +299+6.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $112.3 萬 | 0.6% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,132 | $107.8 萬 | 0.6% | −17−0.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,887 | $106.7 萬 | 0.6% | +1,130+10.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,133 | $103.9 萬 | 0.6% | +2,547+26.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,825 | $103.8 萬 | 0.6% | +10.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,678 | $101.3 萬 | 0.6% | +256+3.4% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $100.4 萬 | 0.5% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 12,907 | $98.6 萬 | 0.5% | +898+7.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,772 | $94.5 萬 | 0.5% | +30.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,381 | $93.0 萬 | 0.5% | −312−18.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 11,478 | $92.0 萬 | 0.5% | +120+1.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,684 | $90.5 萬 | 0.5% | +73+2.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 9,870 | $88.6 萬 | 0.5% | −50−0.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,851 | $83.4 萬 | 0.5% | −74−1.5% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,378 | $78.7 萬 | 0.4% | −63−1.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,204 | $78.3 萬 | 0.4% | −219−1.9% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,002 | $76.8 萬 | 0.4% | +561+6.6% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,118 | $76.6 萬 | 0.4% | −1,390−10.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 16,392 | $76.1 萬 | 0.4% | +285+1.8% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 75,054 | $74.9 萬 | 0.4% | +10,190+15.7% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,852 | $74.7 萬 | 0.4% | +156+2.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,399 | $73.0 萬 | 0.4% | +258+5.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,046 | $72.9 萬 | 0.4% | −400−3.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,288 | $72.2 萬 | 0.4% | +814+23.4% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,650 | $69.7 萬 | 0.4% | +9,650 | 新進 | – |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 28,945 | $69.0 萬 | 0.4% | −4,998−14.7% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,575 | $67.2 萬 | 0.4% | +919+3.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $67.2 萬 | 0.4% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 14,626 | $66.3 萬 | 0.4% | +112+0.8% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 9,241 | $64.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 4,658 | $63.7 萬 | 0.3% | +153+3.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,878 | $63.5 萬 | 0.3% | −778−8.1% | 減碼 | – |
| CLXClorox Co | Stock | 4,408 | $62.1 萬 | 0.3% | +284+6.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,776 | $61.8 萬 | 0.3% | +132+2.8% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,800 | $60.8 萬 | 0.3% | −233−7.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,295 | $60.7 萬 | 0.3% | −294−6.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,239 | $59.9 萬 | 0.3% | −2,389−11.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,826 | $59.2 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,430 | $59.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 7,386 | $59.0 萬 | 0.3% | +283+4.0% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 3,714 | $58.5 萬 | 0.3% | −303−7.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,340 | $55.1 萬 | 0.3% | +84+2.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,535 | $54.9 萬 | 0.3% | −255−2.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,934 | $54.5 萬 | 0.3% | +38+1.0% | 加碼 | 歷史 |
| BKHBlack Hills Corp | COM | 7,470 | $54.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 47,934 | $53.5 萬 | 0.3% | +2,325+5.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,506 | $52.4 萬 | 0.3% | +362+5.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,883 | $52.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,552 | $50.6 萬 | 0.3% | −345−5.9% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,540 | $50.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 2,778 | $49.7 萬 | 0.3% | +109+4.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 10,093 | $48.8 萬 | 0.3% | −197−1.9% | 減碼 | – |
| CSXCSX Corp | Stock | 16,516 | $48.0 萬 | 0.3% | −3,600−17.9% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（25 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ISBCInvestors Bancorp, Inc. | COM | 26,491 | $39.6 萬 | 0.2% | 歷史 |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 10,910 | $39.4 萬 | 0.2% | – |
| SRCLStericycle Inc | COM | 5,524 | $32.5 萬 | 0.2% | 歷史 |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 12,953 | $31.8 萬 | 0.2% | – |
| EXPEExpedia Group, Inc. | Stock | 1,431 | $28.0 萬 | 0.1% | 歷史 |
| XMQualtrics International Inc. | COM CL A | 9,763 | $27.9 萬 | 0.1% | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 595 | $24.8 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 1,500 | $22.9 萬 | 0.1% | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 10,922 | $22.8 萬 | 0.1% | – |
| CVSCVS Health Corp | Stock | 2,240 | $22.7 萬 | 0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 3,143 | $22.0 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 1,301 | $21.9 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 706 | $21.3 萬 | 0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 5,199 | $21.2 萬 | 0.1% | 歷史 |
| FEFirstenergy Corp | COM | 4,564 | $20.9 萬 | 0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,564 | $20.8 萬 | 0.1% | 歷史 |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 14,509 | $20.4 萬 | 0.1% | – |
| CCitigroup Inc | Stock | 3,756 | $20.1 萬 | 0.1% | 歷史 |
| ROVRRover Group, Inc. | COMMON STOCK | 10,850 | $6.30 萬 | <0.1% | 歷史 |
| BRWSaba Capital Income & Opportunities Fund | SHARES | 12,009 | $5.40 萬 | <0.1% | 歷史 |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 12,500 | $4.50 萬 | <0.1% | 歷史 |
| BBIGVinco Ventures, Inc. | COM | 10,000 | $3.20 萬 | <0.1% | 歷史 |
| TXMDTherapeuticsMD, Inc. | COM | 70,000 | $2.70 萬 | <0.1% | 歷史 |
| XCURExicure, Inc. | COM | 30,375 | $6,000 | <0.1% | 歷史 |
| EVFMEvofem Biosciences, Inc. | COM | 13,000 | $4,000 | <0.1% | 歷史 |