Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/4 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 209
- 較 2022 年第 4 季 +2
- 總值
- $2.02 億
- 較 2022 年第 4 季 +$893.3 萬 (+4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 125,033 | $2,062 萬 | 10.2% | +482+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,924 | $1,093 萬 | 5.4% | −514−1.3% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 73,063 | $534.5 萬 | 2.6% | −3,907−5.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 49,011 | $506.2 萬 | 2.5% | −813−1.6% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 52,872 | $434.4 萬 | 2.1% | −2,201−4.0% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 62,872 | $397.1 萬 | 2.0% | −1,549−2.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,982 | $370.0 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,286 | $329.5 萬 | 1.6% | +23+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,060 | $289.0 萬 | 1.4% | −120−1.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 35,716 | $274.1 萬 | 1.4% | −8,825−19.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 17,333 | $268.7 萬 | 1.3% | −432−2.4% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 56,838 | $266.5 萬 | 1.3% | +273+0.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 13,896 | $253.3 萬 | 1.3% | +533+4.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 60,798 | $248.1 萬 | 1.2% | −2,221−3.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,922 | $247.8 萬 | 1.2% | +340+4.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,881 | $238.0 萬 | 1.2% | +119+0.5% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 137,051 | $229.6 萬 | 1.1% | −18,280−11.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,897 | $221.8 萬 | 1.1% | −57−1.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,983 | $221.4 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 10,586 | $216.5 萬 | 1.1% | −853−7.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,040 | $212.8 萬 | 1.1% | −1,662−14.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,326 | $200.5 萬 | 1.0% | +726+3.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,148 | $199.9 萬 | 1.0% | +49+0.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,614 | $194.2 萬 | 1.0% | −491−5.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,724 | $194.2 萬 | 1.0% | +83+1.8% | 加碼 | – |
| RTXRTX Corp | Stock | 19,086 | $186.9 萬 | 0.9% | −398−2.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,325 | $183.3 萬 | 0.9% | +93+0.8% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 60,000 | $181.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,974 | $180.6 萬 | 0.9% | −610−6.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 10,872 | $177.4 萬 | 0.9% | −197−1.8% | 減碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 70,367 | $177.0 萬 | 0.9% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 25,009 | $173.3 萬 | 0.9% | −420−1.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,749 | $169.7 萬 | 0.8% | +228+4.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,524 | $164.4 萬 | 0.8% | −204−4.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,216 | $159.8 萬 | 0.8% | +13+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,251 | $153.6 萬 | 0.8% | +21+0.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 6,973 | $148.1 萬 | 0.7% | +1,902+37.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 16,811 | $147.7 萬 | 0.7% | +20.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 14,113 | $147.0 萬 | 0.7% | +160+1.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,532 | $146.3 萬 | 0.7% | +62+0.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,936 | $142.4 萬 | 0.7% | −749−7.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,268 | $139.6 萬 | 0.7% | +50+1.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,548 | $133.5 萬 | 0.7% | −325−2.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,040 | $132.0 萬 | 0.7% | −270−2.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,015 | $131.8 萬 | 0.7% | −511−4.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,315 | $128.5 萬 | 0.6% | +41+0.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,297 | $126.3 萬 | 0.6% | +59+0.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,590 | $122.4 萬 | 0.6% | +277+12.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,170 | $121.9 萬 | 0.6% | +803+7.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,105 | $119.5 萬 | 0.6% | +38+0.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,232 | $119.1 萬 | 0.6% | −483−7.2% | 減碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 24,040 | $117.5 萬 | 0.6% | −2,301−8.7% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $113.6 萬 | 0.6% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,071 | $112.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,918 | $109.4 萬 | 0.5% | +17+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,351 | $108.1 萬 | 0.5% | −367−1.5% | 減碼 | – |
| WMBWilliams Companies, Inc. | COM | 35,892 | $107.2 萬 | 0.5% | −1,122−3.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 27,484 | $106.9 萬 | 0.5% | −2,003−6.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,315 | $106.4 萬 | 0.5% | −779−19.0% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 13,499 | $105.8 萬 | 0.5% | −66−0.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $105.1 萬 | 0.5% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 4,948 | $102.7 萬 | 0.5% | +556+12.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,712 | $102.1 萬 | 0.5% | −115−1.3% | 減碼 | – |
| RUMRUM Group Inc. | Stock | 100,950 | $101.0 萬 | 0.5% | +250+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,831 | $100.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,403 | $99.5 萬 | 0.5% | −38−0.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 10,014 | $99.3 萬 | 0.5% | +64+0.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,848 | $98.2 萬 | 0.5% | +153+5.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,602 | $93.5 萬 | 0.5% | +590+5.4% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 16,910 | $89.1 萬 | 0.4% | −155−0.9% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 11,532 | $86.7 萬 | 0.4% | +214+1.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,165 | $83.6 萬 | 0.4% | −11−0.1% | 減碼 | – |
| CDWCDW Corp | COM | 4,037 | $78.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,747 | $77.1 萬 | 0.4% | +91+1.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,189 | $76.8 萬 | 0.4% | +1,420+51.3% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 59,375 | $74.0 萬 | 0.4% | −2,732−4.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,901 | $72.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,569 | $72.4 萬 | 0.4% | −38−0.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $70.7 萬 | 0.3% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 2,043 | $70.1 萬 | 0.3% | +183+9.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 4,380 | $69.3 萬 | 0.3% | −34−0.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,181 | $69.2 萬 | 0.3% | −237−5.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,447 | $68.9 萬 | 0.3% | +167+5.1% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 15,936 | $66.8 萬 | 0.3% | +128+0.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,784 | $63.0 萬 | 0.3% | +44+1.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 24,200 | $62.7 萬 | 0.3% | −4,020−14.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,889 | $62.3 萬 | 0.3% | −187−1.5% | 減碼 | 歷史 |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 25,787 | $61.2 萬 | 0.3% | −2,669−9.4% | 減碼 | – |
| AXPAmerican Express Co | Stock | 3,661 | $60.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,669 | $59.0 萬 | 0.3% | −1,572−17.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,968 | $56.2 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,800 | $55.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,941 | $53.9 萬 | 0.3% | −26−0.2% | 減碼 | – |
| YUMYum Brands Inc | Stock | 3,964 | $52.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,258 | $51.7 萬 | 0.3% | −248−9.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 17,936 | $51.3 萬 | 0.3% | −510−2.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,691 | $50.8 萬 | 0.3% | −305−4.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,220 | $48.2 萬 | 0.2% | −139−1.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,144 | $47.4 萬 | 0.2% | +846+16.0% | 加碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 54,692 | $47.0 萬 | 0.2% | +10,550+23.9% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| BLNKBlink Charging Co. | COM | – | $4,550 |
2022 年第 4 季之後清倉（9 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 4,743 | $56.9 萬 | 0.3% | 歷史 |
| WBSWebster Financial Corp | COM | 5,854 | $27.7 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 755 | $23.3 萬 | 0.1% | 歷史 |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | COM | 7,479 | $21.4 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 4,610 | $20.6 萬 | 0.1% | – |
| CUENCuentas Inc. | COM NEW | 500,000 | $9.09 萬 | <0.1% | 歷史 |
| PBIPitney Bowes Inc | COM | 17,840 | $6.78 萬 | <0.1% | 歷史 |
| NSLNuveen Senior Income Fund | COM | 10,125 | $4.65 萬 | <0.1% | 歷史 |
| CRKNCrown Electrokinetics Corp. | COM NEW | 100,000 | $1.89 萬 | <0.1% | 歷史 |