Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/12 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 211
- 較 2023 年第 1 季 +2
- 總值
- $2.12 億
- 較 2023 年第 1 季 +$996.8 萬 (+4.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,266 | $2,337 萬 | 11.0% | −767−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,037 | $1,231 萬 | 5.8% | −887−2.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,519 | $624.8 萬 | 2.9% | −492−1.0% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 60,662 | $472.9 萬 | 2.2% | −2,210−3.5% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 54,027 | $437.1 萬 | 2.1% | +1,155+2.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,849 | $406.9 萬 | 1.9% | −133−1.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,705 | $369.1 萬 | 1.7% | −217−2.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,856 | $366.4 萬 | 1.7% | −430−1.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 43,596 | $319.2 萬 | 1.5% | −29,467−40.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,371 | $309.4 萬 | 1.5% | +331+3.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,822 | $301.8 萬 | 1.4% | −238−3.4% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 37,995 | $282.7 萬 | 1.3% | +2,279+6.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 17,476 | $277.2 萬 | 1.3% | +143+0.8% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 57,020 | $267.6 萬 | 1.3% | +182+0.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 22,599 | $266.0 萬 | 1.3% | −282−1.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,896 | $255.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,786 | $235.2 萬 | 1.1% | −111−1.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,974 | $234.0 萬 | 1.1% | +648+3.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,634 | $232.9 萬 | 1.1% | +3,686+74.5% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 136,449 | $230.9 萬 | 1.1% | −602−0.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,746 | $221.1 萬 | 1.0% | −237−1.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 7,237 | $213.3 萬 | 1.0% | +89+1.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,309 | $199.9 萬 | 0.9% | −305−3.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,150 | $192.1 萬 | 0.9% | +899+27.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,257 | $188.8 萬 | 0.9% | +171+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,238 | $188.6 萬 | 0.9% | −486−10.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,917 | $185.6 萬 | 0.9% | +168+2.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,938 | $184.8 萬 | 0.9% | −36−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,471 | $184.7 萬 | 0.9% | +146+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,569 | $181.8 萬 | 0.9% | +45+1.0% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 70,769 | $176.2 萬 | 0.8% | +402+0.6% | 加碼 | – |
| BXBlackstone Inc. | COM | 17,848 | $175.7 萬 | 0.8% | +1,037+6.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,001 | $173.9 萬 | 0.8% | +129+1.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,245 | $171.9 萬 | 0.8% | +29+0.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 7,170 | $156.8 萬 | 0.7% | +197+2.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,316 | $152.7 萬 | 0.7% | −693−2.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 41,665 | $150.1 萬 | 0.7% | −19,133−31.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 7,598 | $146.0 萬 | 0.7% | +66+0.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 14,022 | $140.3 萬 | 0.7% | −91−0.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 13,044 | $140.2 萬 | 0.7% | +40.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,352 | $139.6 萬 | 0.7% | +84+2.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,955 | $137.8 萬 | 0.6% | +365+14.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,557 | $136.5 萬 | 0.6% | +9+0.1% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 50,000 | $135.7 萬 | 0.6% | −10,000−16.7% | 減碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 25,566 | $134.3 萬 | 0.6% | +1,526+6.3% | 加碼 | – |
| HONHoneywell International Inc | COM | 6,132 | $128.0 萬 | 0.6% | −100−1.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 36,860 | $123.7 萬 | 0.6% | +968+2.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,659 | $123.6 萬 | 0.6% | −356−3.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,917 | $122.4 萬 | 0.6% | −188−2.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,595 | $121.7 萬 | 0.6% | −236−2.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,428 | $121.5 萬 | 0.6% | +113+2.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,283 | $120.9 萬 | 0.6% | −32−1.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 8,838 | $119.8 萬 | 0.6% | −98−1.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 26,239 | $119.7 萬 | 0.6% | +2,888+12.4% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $115.8 萬 | 0.5% | 00.0% | 不變 | – |
| STZConstellation Brands, Inc. | Stock | 4,557 | $115.1 萬 | 0.5% | +154+3.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,550 | $114.8 萬 | 0.5% | +51+0.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,071 | $114.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,964 | $113.6 萬 | 0.5% | +46+0.6% | 加碼 | – |
| DISWalt Disney Co | Stock | 12,536 | $112.2 萬 | 0.5% | +366+3.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,342 | $111.1 萬 | 0.5% | +45+0.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,801 | $111.0 萬 | 0.5% | −47−1.7% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 10,195 | $109.5 萬 | 0.5% | +181+1.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $108.0 萬 | 0.5% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 11,993 | $104.7 萬 | 0.5% | +391+3.4% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 18,067 | $100.1 萬 | 0.5% | +1,157+6.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,712 | $99.9 萬 | 0.5% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 28,108 | $98.4 萬 | 0.5% | +624+2.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,350 | $96.0 萬 | 0.5% | +1,161+27.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,088 | $91.7 萬 | 0.4% | +45+2.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 11,751 | $88.6 萬 | 0.4% | +219+1.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,283 | $87.8 萬 | 0.4% | +118+1.3% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 5,922 | $80.1 萬 | 0.4% | +175+3.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 59,118 | $76.6 萬 | 0.4% | −257−0.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,461 | $76.5 萬 | 0.4% | +14+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,343 | $74.1 萬 | 0.3% | +92+0.5% | 加碼 | – |
| APHAmphenol Corp | CL A | 8,535 | $72.4 萬 | 0.3% | −366−4.1% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 4,534 | $70.2 萬 | 0.3% | +154+3.5% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,557 | $69.9 萬 | 0.3% | −12−0.2% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 3,690 | $69.4 萬 | 0.3% | −347−8.6% | 減碼 | 歷史 |
| RUMRUM Group Inc. | Stock | 81,555 | $69.2 萬 | 0.3% | −19,395−19.2% | 減碼 | 歷史 |
| Federated Hermes ETF Trust31423L305 | US STRATEGIC DIV | 28,650 | $68.6 萬 | 0.3% | +28,650 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 11,850 | $68.2 萬 | 0.3% | −39−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,645 | $63.7 萬 | 0.3% | −16−0.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,721 | $63.3 萬 | 0.3% | −63−1.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 23,903 | $63.3 萬 | 0.3% | −297−1.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,206 | $60.6 萬 | 0.3% | +1,265+10.6% | 加碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 2,802 | $60.6 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,669 | $59.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 4,389 | $58.5 萬 | 0.3% | +208+5.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,873 | $58.0 萬 | 0.3% | −95−4.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,260 | $57.1 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 33,360 | $55.0 萬 | 0.3% | +60.0% | 加碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 90,400 | $53.4 萬 | 0.3% | −41,500−31.5% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,964 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 15,670 | $52.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 54,317 | $52.9 萬 | 0.2% | −375−0.7% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,166 | $52.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,408 | $52.3 萬 | 0.2% | +717+10.7% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,305 | $52.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（2 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。
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WULFTerawulf Inc. | COM | 339,207 | $31.8 萬 | 0.2% | 歷史 |
| SHOPShopify Inc. | Stock | 5,887 | $28.2 萬 | 0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,680 | $24.6 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 912 | $21.2 萬 | 0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,092 | $20.7 萬 | 0.1% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,606 | $20.4 萬 | 0.1% | 歷史 |
| ROVRRover Group, Inc. | COMMON STOCK | 40,850 | $18.5 萬 | 0.1% | 歷史 |
| BKTIBK Technologies Corp | COM | 39,798 | $11.3 萬 | 0.1% | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 12,274 | $5.85 萬 | <0.1% | 歷史 |
| LTRXLantronix Inc | COM NEW | 11,445 | $4.97 萬 | <0.1% | 歷史 |
| FNGRFingerMotion, Inc. | COM | 25,000 | $3.75 萬 | <0.1% | 歷史 |