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 |
|---|---|---|---|---|---|---|---|
| XWELXWELL, Inc. | COM | 11,250 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM | 33,750 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GSATGlobalstar, Inc. | COM | 12,500 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OUSTOuster, Inc. | COM | 10,000 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMANEmagin Corp | COM NEW | 26,000 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SURFSurface Oncology, Inc. | COM | 11,000 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 12,250 | $2.40 萬 | <0.1% | +500+4.3% | 加碼 | 歷史 |
| KAVLKaival Brands Innovations Group, Inc. | COM NEW | 15,986 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYYWidepoint Corp | COMMON | 12,700 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 31,450 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSLNuveen Senior Income Fund | COM | 10,125 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 19,769 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATERAterian, Inc. | Equity | 25,055 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRTAStrata Critical Medical, Inc. | CL A COM | 13,254 | $5.90 萬 | <0.1% | −6,280−32.1% | 減碼 | 歷史 |
| CUENCuentas Inc. | COM NEW | 99,709 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PBIPitney Bowes Inc | COM | 18,334 | $6.60 萬 | <0.1% | −119−0.6% | 減碼 | 歷史 |
| BKTIBK Technologies Corp | COM | 26,500 | $7.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 35,413 | $7.20 萬 | <0.1% | +15,147+74.7% | 加碼 | 歷史 |
| CUENWCuentas Inc. | *W EXP 99/99/999 | 331,429 | $7.30 萬 | <0.1% | +4,800+1.5% | 加碼 | 歷史 |
| TAOXTAO Synergies Inc. | COM NEW | 16,032 | $8.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INODInnodata Inc | COM NEW | 18,400 | $8.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMFKayne Anderson NextGen Energy & Infrastructure, Inc. | COM | 12,023 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 19,712 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GMDAGamida Cell Ltd. | SHS | 57,625 | $10.2 萬 | 0.1% | +2,000+3.6% | 加碼 | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 142,410 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 10,861 | $12.1 萬 | 0.1% | +678+6.7% | 加碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 12,006 | $12.4 萬 | 0.1% | +427+3.7% | 加碼 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 11,264 | $12.5 萬 | 0.1% | −144−1.3% | 減碼 | 歷史 |
| PHASPhaseBio Pharmaceuticals Inc | COM | 242,900 | $14.6 萬 | 0.1% | +427+0.2% | 加碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 56,000 | $14.9 萬 | 0.1% | +7,900+16.4% | 加碼 | 歷史 |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 13,595 | $15.0 萬 | 0.1% | −4,262−23.9% | 減碼 | – |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 14,219 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 11,077 | $16.3 萬 | 0.1% | +275+2.5% | 加碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 20,698 | $17.3 萬 | 0.1% | +24+0.1% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 1,878 | $20.9 萬 | 0.1% | +67+3.7% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,855 | $21.1 萬 | 0.1% | +1,855 | 新進 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 6,954 | $21.2 萬 | 0.1% | +112+1.6% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,145 | $21.5 萬 | 0.1% | +1,145 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 4,080 | $22.0 萬 | 0.1% | −80−1.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,484 | $22.2 萬 | 0.1% | −332−8.7% | 減碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 5,900 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 6,851 | $22.4 萬 | 0.1% | +6,851 | 新進 | – |
| Paramount Global92556H206 | CL B | 9,087 | $22.4 萬 | 0.1% | −6,384−41.3% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 392 | $23.9 萬 | 0.1% | +43+12.3% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 606 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 916 | $24.1 萬 | 0.1% | +28+3.2% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,745 | $24.3 萬 | 0.1% | +841+93.0% | 加碼 | 歷史 |
| PLBYPlayboy, Inc. | COM | 38,601 | $24.7 萬 | 0.1% | +6,017+18.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,291 | $25.4 萬 | 0.1% | +329+34.2% | 加碼 | – |
| NVSNovartis AG | ADR | 3,020 | $25.5 萬 | 0.1% | −47−1.5% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 3,408 | $25.5 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 6,175 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 6,987 | $26.1 萬 | 0.1% | +100+1.5% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 2,935 | $26.1 萬 | 0.1% | −45−1.5% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,315 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 12,324 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,977 | $27.1 萬 | 0.1% | +2,977 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,716 | $27.1 萬 | 0.1% | −404−19.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,757 | $27.2 萬 | 0.1% | +628+29.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 6,204 | $27.4 萬 | 0.1% | −7,152−53.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,261 | $27.6 萬 | 0.2% | +12+1.0% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 6,085 | $27.9 萬 | 0.2% | +176+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,617 | $28.5 萬 | 0.2% | +580+55.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,105 | $28.7 萬 | 0.2% | −1,243−28.6% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 785 | $28.7 萬 | 0.2% | +30+4.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,132 | $28.9 萬 | 0.2% | −1,021−47.4% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,162 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| BKNGBooking Holdings Inc. | Stock | 167 | $29.2 萬 | 0.2% | +11+7.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,021 | $29.3 萬 | 0.2% | +16+0.8% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 5,205 | $29.8 萬 | 0.2% | +368+7.6% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 6,688 | $30.3 萬 | 0.2% | +6,688 | 新進 | – |
| EWEdwards Lifesciences Corp | Stock | 3,198 | $30.4 萬 | 0.2% | +845+35.9% | 加碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 8,287 | $31.0 萬 | 0.2% | −1,770−17.6% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,501 | $31.2 萬 | 0.2% | −172−4.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 34,354 | $31.2 萬 | 0.2% | +1,500+4.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,327 | $31.3 萬 | 0.2% | +500+27.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,840 | $33.6 萬 | 0.2% | +238+14.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,134 | $33.6 萬 | 0.2% | +524+20.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 8,918 | $35.0 萬 | 0.2% | +672+8.1% | 加碼 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 188,084 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 5,678 | $35.7 萬 | 0.2% | +545+10.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 5,001 | $35.7 萬 | 0.2% | +105+2.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,980 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 18,056 | $37.8 萬 | 0.2% | +830+4.8% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 10,960 | $39.1 萬 | 0.2% | +10,960 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 5,059 | $39.2 萬 | 0.2% | −65−1.3% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,758 | $39.2 萬 | 0.2% | −17−0.5% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,305 | $39.9 萬 | 0.2% | −107−4.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 10,264 | $40.2 萬 | 0.2% | +366+3.7% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,400 | $40.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,250 | $40.8 萬 | 0.2% | +106+2.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,708 | $41.4 萬 | 0.2% | −281−2.8% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 8,366 | $42.0 萬 | 0.2% | +206+2.5% | 加碼 | – |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | COM | 18,508 | $43.7 萬 | 0.2% | +17+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,175 | $44.8 萬 | 0.2% | +27+0.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 26,135 | $45.0 萬 | 0.2% | +500+2.0% | 加碼 | – |
| SWKStanley Black & Decker, Inc. | COM | 4,309 | $45.2 萬 | 0.2% | +205+5.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,997 | $45.4 萬 | 0.2% | −9−0.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,625 | $45.8 萬 | 0.3% | −27−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,483 | $46.8 萬 | 0.3% | 00.0% | 不變 | – |
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 |