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 |
|---|---|---|---|---|---|---|---|
| SURFSurface Oncology, Inc. | COM | 11,000 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 13,250 | $1.10 萬 | <0.1% | +1,000+8.2% | 加碼 | 歷史 |
| LTCHLatch, Inc. | COM | 11,615 | $1.10 萬 | <0.1% | +11,615 | 新進 | 歷史 |
| ATERAterian, Inc. | Equity | 10,992 | $1.40 萬 | <0.1% | −14,063−56.1% | 減碼 | 歷史 |
| KAVLKaival Brands Innovations Group, Inc. | COM NEW | 15,986 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSATGlobalstar, Inc. | COM | 12,000 | $1.90 萬 | <0.1% | −500−4.0% | 減碼 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 11,977 | $2.00 萬 | <0.1% | −176,107−93.6% | 減碼 | 歷史 |
| BNKKBonk, Inc. | COM NEW | 37,839 | $3.00 萬 | <0.1% | +37,839 | 新進 | 歷史 |
| DTILPrecision Biosciences Inc | COM | 25,000 | $3.30 萬 | <0.1% | +25,000 | 新進 | 歷史 |
| PBIPitney Bowes Inc | COM | 16,819 | $3.90 萬 | <0.1% | −1,515−8.3% | 減碼 | 歷史 |
| PHASPhaseBio Pharmaceuticals Inc | COM | 231,900 | $4.10 萬 | <0.1% | −11,000−4.5% | 減碼 | 歷史 |
| NSLNuveen Senior Income Fund | COM | 10,125 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CUENWCuentas Inc. | *W EXP 99/99/999 | 331,429 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YELLQYellow Corp | COM | 10,702 | $5.40 萬 | <0.1% | +10,702 | 新進 | 歷史 |
| LTRXLantronix Inc | COM NEW | 11,445 | $5.50 萬 | <0.1% | +11,445 | 新進 | 歷史 |
| WYYWidepoint Corp | COMMON | 26,753 | $5.70 萬 | <0.1% | +14,053+110.7% | 加碼 | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 32,200 | $5.90 萬 | <0.1% | +750+2.4% | 加碼 | 歷史 |
| KMFKayne Anderson NextGen Energy & Infrastructure, Inc. | COM | 10,023 | $7.10 萬 | <0.1% | −2,000−16.6% | 減碼 | 歷史 |
| INODInnodata Inc | COM NEW | 27,253 | $8.20 萬 | <0.1% | +8,853+48.1% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 19,712 | $8.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 49,466 | $8.90 萬 | 0.1% | +14,053+39.7% | 加碼 | 歷史 |
| BKTIBK Technologies Corp | COM | 39,798 | $9.60 萬 | 0.1% | +13,298+50.2% | 加碼 | 歷史 |
| GMDAGamida Cell Ltd. | SHS | 60,575 | $9.60 萬 | 0.1% | +2,950+5.1% | 加碼 | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 162,410 | $10.3 萬 | 0.1% | +20,000+14.0% | 加碼 | 歷史 |
| TAOXTAO Synergies Inc. | COM NEW | 16,032 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 12,369 | $12.1 萬 | 0.1% | −1,850−13.0% | 減碼 | 歷史 |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 13,595 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 17,912 | $14.5 萬 | 0.1% | −2,786−13.5% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 14,412 | $15.7 萬 | 0.1% | +2,406+20.0% | 加碼 | 歷史 |
| PLBYPlayboy, Inc. | COM | 48,230 | $19.4 萬 | 0.1% | +9,629+24.9% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 600 | $20.1 萬 | 0.1% | −6−1.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 4,610 | $20.3 萬 | 0.1% | −1,594−25.7% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,447 | $21.3 萬 | 0.1% | −37−1.1% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,500 | $21.7 萬 | 0.1% | +1,500 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,017 | $21.9 萬 | 0.1% | +6,017 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 2,733 | $22.7 萬 | 0.1% | −24−0.9% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,207 | $22.9 萬 | 0.1% | +3,207 | 新進 | – |
| NVSNovartis AG | ADR | 3,020 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | SHS | 2,935 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,800 | $23.6 萬 | 0.1% | +3,800 | 新進 | – |
| TEAMAtlassian Corp | CL A | 1,120 | $23.6 萬 | 0.1% | −25−2.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,132 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,980 | $24.4 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 12,324 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 923 | $25.4 萬 | 0.1% | +138+17.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,700 | $25.4 萬 | 0.1% | −16−0.9% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,162 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 3,138 | $25.9 萬 | 0.1% | −60−1.9% | 減碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 5,900 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WBSWebster Financial Corp | COM | 5,854 | $26.5 萬 | 0.2% | −321−5.2% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 7,966 | $27.4 萬 | 0.2% | −2,994−27.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 991 | $27.5 萬 | 0.2% | +75+8.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 33,854 | $27.5 萬 | 0.2% | −500−1.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 506 | $27.8 萬 | 0.2% | +114+29.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 18,459 | $28.3 萬 | 0.2% | +403+2.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 9,696 | $28.4 萬 | 0.2% | +778+8.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 6,552 | $28.6 萬 | 0.2% | −1,814−21.7% | 減碼 | – |
| SNOWSnowflake Inc. | Stock | 1,695 | $28.8 萬 | 0.2% | −50−2.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 15,597 | $28.8 萬 | 0.2% | +15,597 | 新進 | – |
| ULUnilever PLC | SPON ADR NEW | 6,585 | $28.9 萬 | 0.2% | +500+8.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,720 | $29.4 萬 | 0.2% | +103+6.4% | 加碼 | – |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 142,350 | $30.2 萬 | 0.2% | +86,350+154.2% | 加碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 7,030 | $30.8 萬 | 0.2% | −1,257−15.2% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,307 | $31.0 萬 | 0.2% | −20−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,675 | $31.5 萬 | 0.2% | +384+29.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,921 | $31.7 萬 | 0.2% | +1,921 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 5,774 | $31.7 萬 | 0.2% | −206−3.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,973 | $31.9 萬 | 0.2% | +133+7.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,427 | $31.9 萬 | 0.2% | +293+9.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 4,755 | $32.3 萬 | 0.2% | −246−4.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,809 | $32.5 萬 | 0.2% | +131+2.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 820 | $32.9 萬 | 0.2% | −610−42.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,469 | $33.1 萬 | 0.2% | +3,469 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 3,055 | $33.8 萬 | 0.2% | −353−10.4% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,797 | $35.0 萬 | 0.2% | +39+1.0% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,315 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 4,666 | $35.1 萬 | 0.2% | +357+8.3% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,400 | $35.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,369 | $35.4 萬 | 0.2% | −132−3.8% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,188 | $36.2 萬 | 0.2% | −62−1.5% | 減碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 47,634 | $37.2 萬 | 0.2% | −300−0.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,184 | $37.8 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,589 | $38.4 萬 | 0.2% | −119−1.2% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,305 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 5,064 | $39.7 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,127 | $40.9 萬 | 0.2% | −3,523−36.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 2,542 | $41.7 萬 | 0.2% | −236−8.5% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,997 | $42.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 5,205 | $43.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 16,366 | $43.6 萬 | 0.2% | −150−0.9% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 26,135 | $43.6 萬 | 0.2% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 10,964 | $44.1 萬 | 0.3% | +700+6.8% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,533 | $44.4 萬 | 0.3% | −19−0.3% | 減碼 | – |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | COM | 17,948 | $44.9 萬 | 0.3% | −560−3.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,916 | $45.1 萬 | 0.3% | −1,372−32.0% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,578 | $45.7 萬 | 0.3% | −47−2.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 9,996 | $47.3 萬 | 0.3% | −97−1.0% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,268 | $49.0 萬 | 0.3% | +161+14.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,746 | $49.3 萬 | 0.3% | +263+10.6% | 加碼 | – |
| ACNAccenture plc | Stock | 1,939 | $49.9 萬 | 0.3% | +56+3.0% | 加碼 | 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 |