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 |
|---|---|---|---|---|---|---|---|
| LTCHLatch, Inc. | COM | 11,615 | $8,245 | <0.1% | 00.0% | 不變 | 歷史 |
| ATERAterian, Inc. | Equity | 10,992 | $8,467 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 15,750 | $8,603 | <0.1% | +2,500+18.9% | 加碼 | 歷史 |
| SURFSurface Oncology, Inc. | COM | 11,000 | $9,020 | <0.1% | 00.0% | 不變 | 歷史 |
| KAVLKaival Brands Innovations Group, Inc. | COM NEW | 15,986 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSATGlobalstar, Inc. | COM | 12,000 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CUENWCuentas Inc. | *W EXP 99/99/999 | 331,429 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRKNCrown Electrokinetics Corp. | COM NEW | 100,000 | $1.89 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 11,977 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YELLQYellow Corp | COM | 10,702 | $2.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAOXTAO Synergies Inc. | COM NEW | 25,138 | $2.92 萬 | <0.1% | +9,106+56.8% | 加碼 | 歷史 |
| DTILPrecision Biosciences Inc | COM | 26,000 | $3.09 萬 | <0.1% | +1,000+4.0% | 加碼 | 歷史 |
| ROVRRover Group, Inc. | COMMON STOCK | 10,850 | $3.98 萬 | <0.1% | +10,850 | 新進 | 歷史 |
| NSLNuveen Senior Income Fund | COM | 10,125 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYYWidepoint Corp | COMMON | 26,753 | $4.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LTRXLantronix Inc | COM NEW | 11,445 | $4.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 12,303 | $5.82 萬 | <0.1% | +12,303 | 新進 | 歷史 |
| PBIPitney Bowes Inc | COM | 17,840 | $6.78 萬 | <0.1% | +1,021+6.1% | 加碼 | 歷史 |
| KMFKayne Anderson NextGen Energy & Infrastructure, Inc. | COM | 10,023 | $7.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WULFTerawulf Inc. | COM | 120,000 | $7.99 萬 | <0.1% | +120,000 | 新進 | 歷史 |
| INODInnodata Inc | COM NEW | 27,253 | $8.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 162,410 | $8.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 57,200 | $8.35 萬 | <0.1% | +25,000+77.6% | 加碼 | 歷史 |
| GMDAGamida Cell Ltd. | SHS | 67,075 | $8.65 萬 | <0.1% | +6,500+10.7% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 40,270 | $8.86 萬 | <0.1% | −9,196−18.6% | 減碼 | 歷史 |
| CUENCuentas Inc. | COM NEW | 500,000 | $9.09 萬 | <0.1% | +500,000 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 19,712 | $9.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 10,032 | $11.7 萬 | 0.1% | +10,032 | 新進 | 歷史 |
| PLBYPlayboy, Inc. | COM | 43,680 | $12.0 萬 | 0.1% | −4,550−9.4% | 減碼 | 歷史 |
| BKTIBK Technologies Corp | COM | 39,798 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 17,177 | $14.7 萬 | 0.1% | −735−4.1% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 12,986 | $16.2 萬 | 0.1% | −1,426−9.9% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 613 | $20.3 萬 | 0.1% | +613 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,235 | $20.4 萬 | 0.1% | +1,235 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 242 | $20.4 萬 | 0.1% | +242 | 新進 | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 19,962 | $20.5 萬 | 0.1% | +7,593+61.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 4,610 | $20.6 萬 | 0.1% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 1,204 | $20.9 萬 | 0.1% | +1,204 | 新進 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 3,872 | $21.2 萬 | 0.1% | +3,872 | 新進 | 歷史 |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | COM | 7,479 | $21.4 萬 | 0.1% | −10,469−58.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 33,354 | $21.4 萬 | 0.1% | −500−1.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,585 | $21.5 萬 | 0.1% | +1,585 | 新進 | – |
| SYKStryker Corp | Stock | 902 | $22.1 萬 | 0.1% | +902 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 114 | $23.0 萬 | 0.1% | +114 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 755 | $23.3 萬 | 0.1% | +755 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,138 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 697 | $23.5 萬 | 0.1% | −226−24.5% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 2,582 | $24.0 萬 | 0.1% | −353−12.0% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 4,080 | $24.5 萬 | 0.1% | +4,080 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 1,826 | $24.7 萬 | 0.1% | +1,826 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 1,508 | $25.3 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 13,694 | $25.6 萬 | 0.1% | −1,903−12.2% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,800 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 5,381 | $25.7 萬 | 0.1% | −1,171−17.9% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 7,983 | $25.9 萬 | 0.1% | +7,983 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 2,580 | $26.1 萬 | 0.1% | −153−5.6% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 12,324 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,847 | $26.5 萬 | 0.1% | +152+9.0% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,162 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,697 | $26.6 萬 | 0.1% | +1,697 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 2,943 | $26.7 萬 | 0.1% | −77−2.5% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,700 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,202 | $27.4 萬 | 0.1% | −167−5.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,502 | $27.6 萬 | 0.1% | −218−12.7% | 減碼 | – |
| WBSWebster Financial Corp | COM | 5,854 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,311 | $27.7 萬 | 0.1% | −136−3.9% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 10,662 | $28.2 萬 | 0.1% | +10,662 | 新進 | – |
| AMATApplied Materials Inc | Stock | 3,025 | $29.5 萬 | 0.2% | +45+1.5% | 加碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 5,900 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,184 | $30.6 萬 | 0.2% | −123−5.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 943 | $31.2 萬 | 0.2% | −48−4.8% | 減碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 123,050 | $31.9 萬 | 0.2% | −19,300−13.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,421 | $31.9 萬 | 0.2% | −48−1.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 4,628 | $33.0 萬 | 0.2% | −127−2.7% | 減碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 44,142 | $33.1 萬 | 0.2% | −3,492−7.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,611 | $33.3 萬 | 0.2% | +26+0.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,933 | $33.6 萬 | 0.2% | −40−2.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 9,769 | $34.2 萬 | 0.2% | +73+0.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 18,783 | $34.6 萬 | 0.2% | +324+1.8% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,755 | $34.9 萬 | 0.2% | −42−1.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,021 | $35.2 萬 | 0.2% | +100+5.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 811 | $35.9 萬 | 0.2% | −9−1.1% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,301 | $36.0 萬 | 0.2% | −14−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,790 | $36.5 萬 | 0.2% | +115+6.9% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 515 | $36.5 萬 | 0.2% | +9+1.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,798 | $36.9 萬 | 0.2% | −11−0.2% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,400 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 21,000 | $37.4 萬 | 0.2% | +21,000 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,876 | $39.2 萬 | 0.2% | +102+1.8% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 3,055 | $39.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,860 | $39.8 萬 | 0.2% | +433+12.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,198 | $39.9 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,305 | $40.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,192 | $42.8 萬 | 0.2% | −341−6.2% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 25,635 | $43.1 萬 | 0.2% | −500−1.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 3,280 | $43.5 萬 | 0.2% | −342−9.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,094 | $43.6 萬 | 0.2% | −90−2.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 10,664 | $44.0 萬 | 0.2% | −300−2.7% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 7,190 | $44.1 萬 | 0.2% | −604−7.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,298 | $44.3 萬 | 0.2% | +234+4.6% | 加碼 | 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 |