Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/24 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 194
- 較 2022 年第 2 季 −7
- 總值
- $1.75 億
- 較 2022 年第 2 季 −$770.4 萬 (−4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 125,655 | $1,737 萬 | 9.9% | −570−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,651 | $900.2 萬 | 5.1% | +266+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,591 | $549.1 萬 | 3.1% | +1,394+3.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 80,698 | $536.1 萬 | 3.1% | +6,583+8.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 46,735 | $343.4 萬 | 2.0% | +4,208+9.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 12,105 | $323.2 萬 | 1.8% | +228+1.9% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 66,843 | $310.8 萬 | 1.8% | +789+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,272 | $295.5 萬 | 1.7% | −1,531−15.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,742 | $289.8 萬 | 1.7% | +1,363+8.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 64,251 | $281.2 萬 | 1.6% | +838+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,641 | $268.0 萬 | 1.5% | +731+2.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 155,824 | $267.2 萬 | 1.5% | +20,130+14.8% | 加碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 52,709 | $239.3 萬 | 1.4% | +8,542+19.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 23,794 | $228.8 萬 | 1.3% | +934+4.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,488 | $220.2 萬 | 1.3% | +398+3.0% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 11,577 | $201.8 萬 | 1.1% | +963+9.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,983 | $199.1 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,948 | $195.3 萬 | 1.1% | +974+19.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 14,134 | $191.8 萬 | 1.1% | +1,003+7.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,776 | $190.5 萬 | 1.1% | +51+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,120 | $182.9 萬 | 1.0% | +980+5.4% | 加碼依 20 比 1 拆股換算 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,125 | $178.6 萬 | 1.0% | −372−1.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,532 | $173.8 萬 | 1.0% | +117+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 9,717 | $172.6 萬 | 1.0% | −1,277−11.6% | 減碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 60,000 | $167.9 萬 | 1.0% | −8,817−12.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,661 | $167.2 萬 | 1.0% | −2,075−30.8% | 減碼 | – |
| CVXChevron Corp | Stock | 11,270 | $161.9 萬 | 0.9% | −80−0.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,203 | $161.8 萬 | 0.9% | −8−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,774 | $161.3 萬 | 0.9% | +480+3.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,708 | $161.3 萬 | 0.9% | +617+3.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,573 | $153.8 萬 | 0.9% | +110+2.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 17,226 | $144.2 萬 | 0.8% | +789+4.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,010 | $142.2 萬 | 0.8% | −34−1.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,753 | $135.2 萬 | 0.8% | −71−1.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 7,397 | $134.5 萬 | 0.8% | +160+2.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,806 | $131.6 萬 | 0.7% | +441+4.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,301 | $128.7 萬 | 0.7% | +43+0.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,189 | $122.8 萬 | 0.7% | +80+1.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,260 | $118.6 萬 | 0.7% | +507+10.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,990 | $117.9 萬 | 0.7% | +1,083+8.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,087 | $115.1 萬 | 0.7% | −45−0.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,121 | $114.3 萬 | 0.7% | −536−4.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,991 | $113.4 萬 | 0.6% | +858+7.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,752 | $112.7 萬 | 0.6% | +67+1.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 24,670 | $111.8 萬 | 0.6% | +8,278+50.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,190 | $111.1 萬 | 0.6% | +47+1.1% | 加碼依 3 比 1 拆股換算 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,235 | $111.0 萬 | 0.6% | +209+0.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,875 | $110.9 萬 | 0.6% | +76+0.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 38,196 | $109.4 萬 | 0.6% | +126+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,971 | $107.8 萬 | 0.6% | +868+7.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,609 | $104.5 萬 | 0.6% | −327−3.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,034 | $104.2 萬 | 0.6% | +262+3.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,881 | $103.7 萬 | 0.6% | −818−17.4% | 減碼 | – |
| COPConocoPhillips | Stock | 10,048 | $102.8 萬 | 0.6% | +178+1.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $102.4 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,793 | $96.2 萬 | 0.5% | +115+1.5% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,826 | $94.6 萬 | 0.5% | +10.0% | 加碼 | – |
| MDTMedtronic plc | Stock | 11,630 | $93.9 萬 | 0.5% | −257−2.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $93.9 萬 | 0.5% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 12,118 | $87.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,455 | $83.6 萬 | 0.5% | +409+3.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,712 | $82.8 萬 | 0.5% | +28+1.0% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 19,098 | $82.8 萬 | 0.5% | +12,410+185.6% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 11,554 | $81.2 萬 | 0.5% | +76+0.7% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,504 | $80.5 萬 | 0.5% | +126+3.7% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 15,469 | $72.0 萬 | 0.4% | +15,469 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,002 | $72.0 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,859 | $71.0 萬 | 0.4% | +981+11.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 29,218 | $69.5 萬 | 0.4% | +1,643+6.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 62,608 | $69.1 萬 | 0.4% | −12,446−16.6% | 減碼 | 歷史 |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 28,948 | $67.8 萬 | 0.4% | +30.0% | 加碼 | – |
| ORCLOracle Corp | Stock | 11,082 | $67.7 萬 | 0.4% | −122−1.1% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,611 | $65.3 萬 | 0.4% | −241−3.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,789 | $65.1 萬 | 0.4% | +390+7.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $65.0 萬 | 0.4% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 4,326 | $64.2 萬 | 0.4% | +31+0.7% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 25,700 | $63.2 萬 | 0.4% | +25,700 | 新進 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 9,241 | $61.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,973 | $60.0 萬 | 0.3% | −533−7.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 4,905 | $59.4 萬 | 0.3% | +247+5.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,831 | $59.2 萬 | 0.3% | +5+0.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,987 | $59.1 萬 | 0.3% | −864−17.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,368 | $58.5 萬 | 0.3% | +129+0.7% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 15,626 | $58.5 萬 | 0.3% | +1,000+6.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 4,487 | $57.6 萬 | 0.3% | +79+1.8% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 3,690 | $57.6 萬 | 0.3% | −24−0.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,535 | $57.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 4,920 | $54.4 萬 | 0.3% | +144+3.0% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 7,794 | $53.9 萬 | 0.3% | +408+5.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,934 | $53.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,622 | $52.1 萬 | 0.3% | +282+8.4% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,566 | $51.5 萬 | 0.3% | +26+0.7% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,800 | $50.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BKHBlack Hills Corp | COM | 7,395 | $50.1 萬 | 0.3% | −75−1.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,939 | $49.9 萬 | 0.3% | +56+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,746 | $49.3 萬 | 0.3% | +263+10.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 1,268 | $49.0 萬 | 0.3% | +161+14.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 9,996 | $47.3 萬 | 0.3% | −97−1.0% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,578 | $45.7 萬 | 0.3% | −47−2.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,916 | $45.1 萬 | 0.3% | −1,372−32.0% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（21 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 2,021 | $29.3 萬 | 0.2% | – |
| BKNGBooking Holdings Inc. | Stock | 167 | $29.2 萬 | 0.2% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,105 | $28.7 萬 | 0.2% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,261 | $27.6 萬 | 0.2% | – |
| INTCIntel Corp | Stock | 6,987 | $26.1 萬 | 0.1% | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 6,851 | $22.4 萬 | 0.1% | – |
| Paramount Global92556H206 | CL B | 9,087 | $22.4 萬 | 0.1% | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 4,080 | $22.0 萬 | 0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 6,954 | $21.2 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,855 | $21.1 萬 | 0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 1,878 | $20.9 萬 | 0.1% | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 11,077 | $16.3 萬 | 0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 11,264 | $12.5 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 10,861 | $12.1 萬 | 0.1% | 歷史 |
| CUENCuentas Inc. | COM NEW | 99,709 | $6.20 萬 | <0.1% | 歷史 |
| SRTAStrata Critical Medical, Inc. | CL A COM | 13,254 | $5.90 萬 | <0.1% | 歷史 |
| OPKOpko Health, Inc. | COM | 19,769 | $5.00 萬 | <0.1% | 歷史 |
| EMANEmagin Corp | COM NEW | 26,000 | $1.70 萬 | <0.1% | 歷史 |
| OUSTOuster, Inc. | COM | 10,000 | $1.60 萬 | <0.1% | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM | 33,750 | $9,000 | <0.1% | 歷史 |
| XWELXWELL, Inc. | COM | 11,250 | $8,000 | <0.1% | 歷史 |