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 |
|---|---|---|---|---|---|---|---|
| SURFSurface Oncology, Inc. | COM | 11,000 | $7,687 | <0.1% | 00.0% | 不變 | 歷史 |
| ATERAterian, Inc. | Equity | 10,992 | $9,454 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 16,750 | $1.00 萬 | <0.1% | +1,000+6.3% | 加碼 | 歷史 |
| WEWeWork Inc. | CL A | 14,000 | $1.09 萬 | <0.1% | +14,000 | 新進 | 歷史 |
| KAVLKaival Brands Innovations Group, Inc. | COM NEW | 15,986 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSATGlobalstar, Inc. | COM | 12,000 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VIEWView, Inc. | COM CL A | 35,000 | $1.75 萬 | <0.1% | +35,000 | 新進 | 歷史 |
| DTILPrecision Biosciences Inc | COM | 26,000 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CUENWCuentas Inc. | *W EXP 99/99/999 | 331,429 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAOXTAO Synergies Inc. | COM NEW | 25,138 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 11,977 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YELLQYellow Corp | COM | 10,702 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LTCHLatch, Inc. | COM | 31,615 | $2.41 萬 | <0.1% | +20,000+172.2% | 加碼 | 歷史 |
| FNGRFingerMotion, Inc. | COM | 25,000 | $3.75 萬 | <0.1% | +25,000 | 新進 | 歷史 |
| WYYWidepoint Corp | COMMON | 26,753 | $4.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LTRXLantronix Inc | COM NEW | 11,445 | $4.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REALTheRealReal, Inc. | COM | 46,250 | $5.83 萬 | <0.1% | +46,250 | 新進 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 12,274 | $5.85 萬 | <0.1% | −29−0.2% | 減碼 | 歷史 |
| GMDAGamida Cell Ltd. | SHS | 72,575 | $5.88 萬 | <0.1% | +5,500+8.2% | 加碼 | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 57,200 | $6.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 162,410 | $7.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMFKayne Anderson NextGen Energy & Infrastructure, Inc. | COM | 10,023 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 40,270 | $9.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 19,712 | $9.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLBYPlayboy, Inc. | COM | 50,132 | $9.93 萬 | <0.1% | +6,452+14.8% | 加碼 | 歷史 |
| BKTIBK Technologies Corp | COM | 39,798 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 10,284 | $13.0 萬 | 0.1% | +252+2.5% | 加碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 16,991 | $14.7 萬 | 0.1% | −186−1.1% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 13,024 | $17.1 萬 | 0.1% | +38+0.3% | 加碼 | 歷史 |
| ROVRRover Group, Inc. | COMMON STOCK | 40,850 | $18.5 萬 | 0.1% | +30,000+276.5% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,204 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,606 | $20.4 萬 | 0.1% | −94−5.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,586 | $20.5 萬 | 0.1% | +1+0.1% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 242 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,631 | $20.7 萬 | 0.1% | +4,631 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,092 | $20.7 萬 | 0.1% | +2,092 | 新進 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,410 | $21.0 萬 | 0.1% | +7,410 | 新進 | 歷史 |
| GENGen Digital Inc. | Stock | 12,324 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 613 | $21.2 萬 | 0.1% | +613 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 912 | $21.2 萬 | 0.1% | +912 | 新進 | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 19,962 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 613 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,235 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INODInnodata Inc | COM NEW | 27,253 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 930 | $23.8 萬 | 0.1% | −13−1.4% | 減碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 3,873 | $24.5 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,680 | $24.6 萬 | 0.1% | −400−9.8% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,620 | $25.0 萬 | 0.1% | −227−12.3% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,581 | $25.1 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,379 | $25.1 萬 | 0.1% | −42−1.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 653 | $25.2 萬 | 0.1% | −44−6.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 902 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,138 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 7,460 | $26.3 萬 | 0.1% | −523−6.6% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,800 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,162 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 2,943 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,452 | $27.5 萬 | 0.1% | −50−3.3% | 減碼 | – |
| TTTrane Technologies plc | SHS | 1,508 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 33,354 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 5,887 | $28.2 萬 | 0.1% | +5,887 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 10,662 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 5,327 | $28.8 萬 | 0.1% | −54−1.0% | 減碼 | – |
| APTVAptiv PLC | SHS | 2,582 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,700 | $29.1 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 7,746 | $29.4 萬 | 0.1% | −2,023−20.7% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 112 | $29.7 萬 | 0.1% | −2−1.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 16,188 | $30.5 萬 | 0.2% | +2,494+18.2% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 2,174 | $31.5 萬 | 0.2% | −10−0.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,305 | $31.6 萬 | 0.2% | −6−0.2% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 339,207 | $31.8 萬 | 0.2% | +219,207+182.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 4,835 | $33.6 萬 | 0.2% | +207+4.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,611 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,400 | $34.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CUENCuentas Inc. | COM | 63,600 | $34.8 萬 | 0.2% | +63,600 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 2,188 | $34.8 萬 | 0.2% | +362+19.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,723 | $35.2 萬 | 0.2% | −1,027−37.3% | 減碼 | – |
| BIIBBiogen Inc. | COM | 1,284 | $35.7 萬 | 0.2% | −17−1.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,928 | $36.0 萬 | 0.2% | −97−3.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,022 | $36.1 萬 | 0.2% | +10.0% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 3,768 | $36.2 萬 | 0.2% | +13+0.3% | 加碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 5,900 | $36.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,895 | $36.8 萬 | 0.2% | −38−2.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 811 | $37.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,863 | $37.3 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 23,635 | $37.7 萬 | 0.2% | −2,000−7.8% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 4,181 | $38.0 萬 | 0.2% | −17−0.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,106 | $38.1 萬 | 0.2% | −1,131−18.1% | 減碼 | – |
| KOCoca Cola Co | Stock | 6,205 | $38.5 萬 | 0.2% | +407+7.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,730 | $39.3 萬 | 0.2% | −462−8.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,865 | $39.3 萬 | 0.2% | +75+4.2% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 5,700 | $39.7 萬 | 0.2% | −176−3.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 595 | $39.8 萬 | 0.2% | +80+15.5% | 加碼 | 歷史 |
| BKHBlack Hills Corp | COM | 6,395 | $40.4 萬 | 0.2% | −1,000−13.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,079 | $40.4 萬 | 0.2% | −15−0.5% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 5,223 | $41.0 萬 | 0.2% | +18+0.3% | 加碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 131,900 | $41.2 萬 | 0.2% | +8,850+7.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,717 | $41.7 萬 | 0.2% | −994−10.2% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 3,429 | $42.7 萬 | 0.2% | +227+7.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,610 | $43.4 萬 | 0.2% | +946+8.9% | 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 |