Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/11 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 207
- 較 2022 年第 3 季 +13
- 總值
- $1.94 億
- 較 2022 年第 3 季 +$1,804 萬 (+10.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,551 | $1,618 萬 | 8.4% | −1,104−0.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,438 | $921.8 萬 | 4.8% | −213−0.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 76,970 | $581.4 萬 | 3.0% | −3,728−4.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 55,073 | $447.0 萬 | 2.3% | +55,073 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 49,824 | $418.5 萬 | 2.2% | +1,233+2.5% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 64,421 | $410.9 萬 | 2.1% | −2,422−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,982 | $370.1 萬 | 1.9% | −123−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,263 | $338.8 萬 | 1.8% | −378−1.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 44,541 | $331.0 萬 | 1.7% | −2,194−4.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 63,019 | $322.9 萬 | 1.7% | −1,232−1.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,765 | $313.8 萬 | 1.6% | +23+0.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 155,331 | $276.6 萬 | 1.4% | −493−0.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,180 | $274.6 萬 | 1.4% | −1,092−13.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 56,565 | $261.8 萬 | 1.4% | +3,856+7.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 13,363 | $241.4 萬 | 1.2% | −125−0.9% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,983 | $227.1 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,954 | $209.2 萬 | 1.1% | +6+0.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 22,762 | $202.0 萬 | 1.0% | −1,032−4.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 11,069 | $198.7 萬 | 1.0% | −201−1.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,584 | $198.5 萬 | 1.0% | −192−2.0% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 11,439 | $196.8 萬 | 1.0% | −138−1.2% | 減碼 | – |
| RTXRTX Corp | Stock | 19,484 | $196.6 萬 | 1.0% | −224−1.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,105 | $189.2 萬 | 1.0% | −612−6.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,099 | $187.1 萬 | 1.0% | −433−5.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,232 | $185.4 萬 | 1.0% | −542−4.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,429 | $183.0 萬 | 0.9% | +304+1.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,641 | $178.3 萬 | 0.9% | −20−0.4% | 減碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 70,367 | $175.8 萬 | 0.9% | +44,667+173.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,521 | $174.4 萬 | 0.9% | −52−0.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,230 | $171.2 萬 | 0.9% | +27+0.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,470 | $164.8 萬 | 0.9% | +73+1.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,728 | $164.4 萬 | 0.8% | −25−0.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,600 | $164.1 萬 | 0.8% | −520−2.7% | 減碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 60,000 | $163.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,685 | $156.5 萬 | 0.8% | −121−1.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,203 | $146.2 萬 | 0.8% | +193+6.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,310 | $146.1 萬 | 0.8% | +9+0.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,218 | $144.9 萬 | 0.7% | +29+0.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,715 | $143.9 萬 | 0.7% | −37−0.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,873 | $142.8 萬 | 0.7% | −20.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,702 | $140.8 萬 | 0.7% | −2,432−17.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,274 | $138.5 萬 | 0.7% | +14+0.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,953 | $138.4 萬 | 0.7% | −37−0.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,526 | $138.2 萬 | 0.7% | −465−3.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,582 | $125.4 萬 | 0.6% | −27−0.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 16,809 | $124.7 萬 | 0.6% | −417−2.4% | 減碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 26,341 | $122.6 萬 | 0.6% | +7,243+37.9% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 37,014 | $121.8 萬 | 0.6% | −1,182−3.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,071 | $121.1 萬 | 0.6% | −16−0.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,238 | $119.8 萬 | 0.6% | −2,733−21.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9,950 | $117.4 萬 | 0.6% | −98−1.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,487 | $116.2 萬 | 0.6% | +252+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,067 | $114.4 萬 | 0.6% | +33+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $113.1 萬 | 0.6% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 2,313 | $112.5 萬 | 0.6% | +1,045+82.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,901 | $110.9 萬 | 0.6% | +108+1.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,094 | $109.0 萬 | 0.6% | +213+5.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,718 | $108.4 萬 | 0.6% | −952−3.9% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 13,565 | $108.0 萬 | 0.6% | +110+0.8% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,827 | $106.5 萬 | 0.6% | +10.0% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $105.3 萬 | 0.5% | 00.0% | 不變 | – |
| STZConstellation Brands, Inc. | Stock | 4,441 | $102.9 萬 | 0.5% | +937+26.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,076 | $100.5 萬 | 0.5% | −42−0.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,367 | $98.8 萬 | 0.5% | −754−6.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 5,071 | $96.6 萬 | 0.5% | +166+3.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,695 | $90.3 萬 | 0.5% | −17−0.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 11,318 | $89.2 萬 | 0.5% | −236−2.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,831 | $88.5 萬 | 0.5% | −251−2.3% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 17,065 | $87.3 萬 | 0.5% | +1,596+10.3% | 加碼 | – |
| MDTMedtronic plc | Stock | 11,012 | $85.6 萬 | 0.4% | −618−5.3% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,176 | $82.6 萬 | 0.4% | +174+1.9% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 5,656 | $76.8 萬 | 0.4% | −133−2.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,611 | $75.3 萬 | 0.4% | −1,248−12.7% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 62,107 | $73.7 萬 | 0.4% | −501−0.8% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,607 | $72.5 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 4,037 | $72.1 萬 | 0.4% | +347+9.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $71.0 萬 | 0.4% | 00.0% | 不變 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 9,241 | $68.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 15,808 | $68.3 萬 | 0.4% | +182+1.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 28,220 | $68.1 萬 | 0.4% | −998−3.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,860 | $68.1 萬 | 0.4% | +29+1.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,901 | $67.8 萬 | 0.4% | +366+4.3% | 加碼 | 歷史 |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 28,456 | $67.1 萬 | 0.3% | −492−1.7% | 減碼 | – |
| TGTTarget Corp | Stock | 4,418 | $65.9 萬 | 0.3% | +92+2.1% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 4,414 | $61.9 萬 | 0.3% | −73−1.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 18,446 | $61.1 萬 | 0.3% | −922−4.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,506 | $60.0 萬 | 0.3% | −36−1.4% | 減碼 | 歷史 |
| RUMRUM Group Inc. | Stock | 100,700 | $59.9 萬 | 0.3% | +100,700 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,800 | $57.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 4,743 | $56.9 萬 | 0.3% | −177−3.6% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,740 | $54.8 萬 | 0.3% | −247−6.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,392 | $54.1 萬 | 0.3% | +202+4.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,660 | $54.1 萬 | 0.3% | −274−7.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,970 | $52.6 萬 | 0.3% | +31+1.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,750 | $52.6 萬 | 0.3% | +4+0.1% | 加碼 | – |
| BKHBlack Hills Corp | COM | 7,395 | $52.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 3,963 | $50.8 萬 | 0.3% | −34−0.9% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,967 | $50.2 萬 | 0.3% | +5,950+98.9% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,996 | $49.8 萬 | 0.3% | +23+0.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 15,670 | $48.5 萬 | 0.3% | −696−4.3% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（10 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 4,666 | $35.1 萬 | 0.2% | 歷史 |
| TWTRTwitter, Inc. | COM | 7,030 | $30.8 萬 | 0.2% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 7,966 | $27.4 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,132 | $24.3 萬 | 0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 1,120 | $23.6 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,207 | $22.9 萬 | 0.1% | – |
| SIVBSVB Financial Group | COM | 600 | $20.1 萬 | 0.1% | 歷史 |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 13,595 | $13.3 萬 | 0.1% | – |
| PHASPhaseBio Pharmaceuticals Inc | COM | 231,900 | $4.10 萬 | <0.1% | 歷史 |
| BNKKBonk, Inc. | COM NEW | 37,839 | $3.00 萬 | <0.1% | 歷史 |