Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/8 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 206
- 較 2023 年第 2 季 −5
- 總值
- $2.14 億
- 較 2023 年第 2 季 +$126.0 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 127,951 | $2,191 萬 | 10.3% | +3,685+3.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,566 | $1,186 萬 | 5.6% | +529+1.4% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 76,099 | $683.1 萬 | 3.2% | +15,437+25.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 51,941 | $636.4 萬 | 3.0% | +3,422+7.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,343 | $467.4 萬 | 2.2% | +1,494+12.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 51,671 | $418.4 萬 | 2.0% | −2,356−4.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 27,296 | $395.9 萬 | 1.9% | +2,440+9.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,040 | $393.2 萬 | 1.8% | +335+3.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 44,538 | $315.2 萬 | 1.5% | +942+2.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,448 | $313.7 萬 | 1.5% | +77+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,475 | $287.7 萬 | 1.3% | +999+5.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,719 | $286.4 萬 | 1.3% | −880−3.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,383 | $272.9 萬 | 1.3% | −439−6.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,769 | $271.8 萬 | 1.3% | +795+4.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 37,584 | $271.8 萬 | 1.3% | −411−1.1% | 減碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 57,809 | $260.5 萬 | 1.2% | +789+1.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 10,372 | $259.5 萬 | 1.2% | +1,738+20.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,790 | $233.7 萬 | 1.1% | −106−0.8% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $227.3 萬 | 1.1% | +1,250+6.0% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 130,740 | $220.7 萬 | 1.0% | −5,709−4.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 7,161 | $216.4 萬 | 1.0% | +1,244+21.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,420 | $212.8 萬 | 1.0% | −366−6.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,679 | $207.9 萬 | 1.0% | +434+13.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,688 | $201.3 萬 | 0.9% | +450+10.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 7,617 | $200.7 萬 | 0.9% | +380+5.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,416 | $197.3 萬 | 0.9% | +568+3.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,672 | $196.8 萬 | 0.9% | +671+6.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 9,969 | $195.6 萬 | 0.9% | +1,660+20.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,203 | $189.1 萬 | 0.9% | +1,053+25.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,826 | $187.1 萬 | 0.9% | +355+2.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,156 | $186.4 萬 | 0.9% | +218+2.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,509 | $178.5 萬 | 0.8% | −60−1.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 16,079 | $177.8 萬 | 0.8% | +13,210+460.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,428 | $175.5 萬 | 0.8% | +830+10.9% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 70,769 | $174.1 萬 | 0.8% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 22,893 | $164.8 萬 | 0.8% | +3,636+18.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,830 | $156.7 萬 | 0.7% | +402+7.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,557 | $147.5 萬 | 0.7% | +205+4.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,826 | $146.5 萬 | 0.7% | +988+11.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 8,496 | $143.7 萬 | 0.7% | +1,326+18.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,931 | $142.8 萬 | 0.7% | +1,014+12.8% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 27,407 | $140.3 萬 | 0.7% | +1,841+7.2% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 23,998 | $139.3 萬 | 0.7% | −318−1.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 14,635 | $133.6 萬 | 0.6% | +613+4.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,260 | $133.3 萬 | 0.6% | +305+10.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 40,171 | $133.2 萬 | 0.6% | −1,494−3.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,327 | $133.2 萬 | 0.6% | −332−2.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 10,928 | $130.9 萬 | 0.6% | +733+7.2% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 38,518 | $129.8 萬 | 0.6% | +1,658+4.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,461 | $128.3 萬 | 0.6% | −96−0.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 27,394 | $124.3 萬 | 0.6% | +1,155+4.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,431 | $122.9 萬 | 0.6% | +148+4.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 12,571 | $121.8 萬 | 0.6% | −473−3.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,585 | $120.7 萬 | 0.6% | +35+0.3% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,775 | $120.0 萬 | 0.6% | +218+4.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,151 | $115.5 萬 | 0.5% | +63+3.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $112.2 萬 | 0.5% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 10,463 | $110.8 萬 | 0.5% | −132−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,908 | $109.1 萬 | 0.5% | −56−0.7% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 2,971 | $108.5 萬 | 0.5% | +170+6.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,077 | $105.9 萬 | 0.5% | +735+7.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,666 | $104.7 萬 | 0.5% | −466−7.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $104.5 萬 | 0.5% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 19,613 | $102.9 萬 | 0.5% | +1,546+8.6% | 加碼 | – |
| MDTMedtronic plc | Stock | 13,021 | $102.0 萬 | 0.5% | +1,028+8.6% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 11,376 | $100.4 萬 | 0.5% | +7,523+195.3% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,981 | $96.8 萬 | 0.5% | +9,863+16.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,496 | $94.2 萬 | 0.4% | +146+2.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,697 | $93.6 萬 | 0.4% | −15−0.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 28,841 | $93.5 萬 | 0.4% | +733+2.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,473 | $90.7 萬 | 0.4% | +1,012+29.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 12,681 | $90.2 萬 | 0.4% | +930+7.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,386 | $83.1 萬 | 0.4% | +103+1.1% | 加碼 | – |
| NEENextera Energy Inc | Stock | 14,389 | $82.4 萬 | 0.4% | +8,636+150.1% | 加碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 52,192 | $74.6 萬 | 0.3% | −2,125−3.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,065 | $73.7 萬 | 0.3% | −2,006−39.6% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 3,599 | $72.6 萬 | 0.3% | −91−2.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $70.7 萬 | 0.3% | −92−0.5% | 減碼 | – |
| APHAmphenol Corp | CL A | 8,327 | $69.9 萬 | 0.3% | −208−2.4% | 減碼 | 歷史 |
| Federated Hermes ETF Trust31423L305 | US STRATEGIC DIV | 30,727 | $68.7 萬 | 0.3% | +2,077+7.2% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 3,807 | $66.2 萬 | 0.3% | +86+2.3% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 5,011 | $65.7 萬 | 0.3% | +477+10.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 23,819 | $65.2 萬 | 0.3% | −84−0.4% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,580 | $64.8 萬 | 0.3% | +23+0.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,551 | $63.4 萬 | 0.3% | −299−2.5% | 減碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 50,000 | $63.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,945 | $61.0 萬 | 0.3% | +739+5.6% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,223 | $60.7 萬 | 0.3% | −37−1.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 21,410 | $58.6 萬 | 0.3% | +5,207+32.1% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,669 | $57.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,865 | $57.3 萬 | 0.3% | −8−0.4% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,166 | $56.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 27,665 | $56.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 6,897 | $55.9 萬 | 0.3% | −5,639−45.0% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 34,729 | $55.6 萬 | 0.3% | +1,369+4.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,121 | $54.1 萬 | 0.3% | +1,476+40.5% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,733 | $53.8 萬 | 0.3% | −69−2.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,593 | $50.8 萬 | 0.2% | +204+4.6% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,427 | $49.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 3,964 | $49.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（20 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KMBKimberly Clark Corp | Stock | 5,922 | $80.1 萬 | 0.4% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,305 | $52.3 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 4,808 | $34.0 萬 | 0.2% | 歷史 |
| EXASExact Sciences Corp | COM | 2,643 | $25.2 萬 | 0.1% | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 613 | $23.4 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,349 | $23.2 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,225 | $21.9 萬 | 0.1% | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,465 | $20.5 萬 | 0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,600 | $20.4 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,191 | $20.1 萬 | 0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 3,159 | $20.0 萬 | 0.1% | 歷史 |
| LTCHLatch, Inc. | COM | 133,615 | $19.2 萬 | 0.1% | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 15,182 | $15.7 萬 | 0.1% | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 13,016 | $12.3 萬 | 0.1% | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 58,200 | $3.75 萬 | <0.1% | 歷史 |
| YELLQYellow Corp | COM | 10,702 | $1.41 萬 | <0.1% | 歷史 |
| QMCOQuantum Corp | COM NEW | 10,269 | $1.10 萬 | <0.1% | 歷史 |
| SURFSurface Oncology, Inc. | COM | 11,000 | $1.09 萬 | <0.1% | 歷史 |
| WEWeWork Inc. | CL A | 24,000 | $6,120 | <0.1% | 歷史 |
| VIEWView, Inc. | COM CL A | 35,000 | $5,698 | <0.1% | 歷史 |