Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/30 申報。只含多頭部位。
- 持股檔數
- 227
- 2024 年第 1 季沒有申報
- 總值
- $2.91 億
- 2024 年第 1 季沒有申報
Platform Technology Partners 沒有申報 2024 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 131,357 | $2,767 萬 | 9.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,911 | $1,650 萬 | 5.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,768 | $1,058 萬 | 3.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 75,224 | $929.3 萬 | 3.2% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 65,460 | $772.9 萬 | 2.7% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 78,392 | $609.6 萬 | 2.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 28,557 | $577.6 萬 | 2.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,924 | $566.4 萬 | 1.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,005 | $504.5 萬 | 1.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 9,165 | $501.5 萬 | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 94,223 | $437.1 萬 | 1.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 23,781 | $436.2 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,655 | $430.9 萬 | 1.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,036 | $382.9 萬 | 1.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 23,686 | $346.2 萬 | 1.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,756 | $319.2 萬 | 1.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,042 | $302.2 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 8,769 | $301.9 萬 | 1.0% | – | – | 歷史 |
| CVXChevron Corp | Stock | 18,723 | $292.9 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 35,742 | $291.8 萬 | 1.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 17,445 | $287.7 萬 | 1.0% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 58,449 | $282.4 萬 | 1.0% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $260.9 萬 | 0.9% | – | – | – |
| RTXRTX Corp | Stock | 25,740 | $258.4 萬 | 0.9% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 15,889 | $252.6 萬 | 0.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 15,270 | $251.8 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 9,563 | $251.0 萬 | 0.9% | – | – | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 95,703 | $237.2 萬 | 0.8% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 5,240 | $237.0 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 33,227 | $235.3 萬 | 0.8% | – | – | 歷史 |
| CBChubb Ltd | Stock | 9,065 | $231.2 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 11,506 | $227.7 萬 | 0.8% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 18,194 | $225.2 萬 | 0.8% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 36,730 | $220.7 萬 | 0.8% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,564 | $218.2 萬 | 0.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,096 | $208.6 萬 | 0.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,495 | $202.9 萬 | 0.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,239 | $202.7 萬 | 0.7% | – | – | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 31,821 | $193.0 萬 | 0.7% | – | – | – |
| UNPUnion Pacific Corp | Stock | 8,510 | $192.5 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,103 | $191.7 萬 | 0.7% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 44,262 | $188.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,026 | $188.0 萬 | 0.6% | – | – | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,759 | $184.2 萬 | 0.6% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 24,201 | $181.2 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 10,449 | $179.2 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 25,492 | $172.6 萬 | 0.6% | – | – | 歷史 |
| BABoeing Co | Stock | 9,467 | $172.3 萬 | 0.6% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 89,815 | $165.0 萬 | 0.6% | – | – | – |
| MDTMedtronic plc | Stock | 20,938 | $164.8 萬 | 0.6% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 16,411 | $164.5 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,387 | $162.3 萬 | 0.6% | – | – | – |
| CRMSalesforce, Inc. | Stock | 6,102 | $156.9 萬 | 0.5% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,422 | $152.6 萬 | 0.5% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 15,611 | $151.5 萬 | 0.5% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 5,882 | $151.3 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,158 | $150.5 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 19,174 | $149.3 萬 | 0.5% | – | – | 歷史 |
| COPConocoPhillips | Stock | 13,049 | $149.3 萬 | 0.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 10,494 | $148.2 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,319 | $146.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,999 | $128.3 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 10,797 | $124.3 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $123.9 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $123.6 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 5,665 | $121.8 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 28,782 | $118.7 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 5,422 | $115.8 萬 | 0.4% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 69,716 | $113.1 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 11,370 | $109.3 萬 | 0.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 8,698 | $105.2 萬 | 0.4% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 25,236 | $104.8 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,452 | $98.0 萬 | 0.3% | – | – | 歷史 |
| CLXClorox Co | Stock | 6,992 | $95.4 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 12,546 | $94.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,714 | $92.5 萬 | 0.3% | – | – | – |
| TJXTJX Companies Inc | Stock | 8,278 | $91.1 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 3,792 | $87.8 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 21,911 | $87.1 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 45,464 | $85.2 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 18,232 | $83.1 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 7,820 | $81.3 萬 | 0.3% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 16,567 | $81.2 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $80.7 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 2,392 | $79.7 萬 | 0.3% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 26,805 | $77.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,208 | $77.7 萬 | 0.3% | – | – | – |
| EDConsolidated Edison Inc | Stock | 8,361 | $74.8 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,635 | $69.6 萬 | 0.2% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 12,691 | $69.5 萬 | 0.2% | – | – | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 30,820 | $69.3 萬 | 0.2% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 6,835 | $69.3 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 11,395 | $67.7 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,749 | $67.0 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,827 | $66.7 萬 | 0.2% | – | – | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 112,415 | $66.5 萬 | 0.2% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,876 | $66.5 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,386 | $64.9 萬 | 0.2% | – | – | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 50,000 | $63.6 萬 | 0.2% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,356 | $63.6 萬 | 0.2% | – | – | 歷史 |