Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/4 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 224
- 較 2024 年第 2 季 −3
- 總值
- $3.18 億
- 較 2024 年第 2 季 +$2,750 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 133,028 | $3,067 萬 | 9.6% | +1,671+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,505 | $1,571 萬 | 4.9% | −406−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,274 | $1,011 萬 | 3.2% | −494−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 73,057 | $887.2 萬 | 2.8% | −2,167−2.9% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 67,804 | $846.9 萬 | 2.7% | +2,344+3.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 84,230 | $712.0 萬 | 2.2% | +5,838+7.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,138 | $650.7 萬 | 2.0% | +214+1.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 125,470 | $596.2 萬 | 1.9% | +31,247+33.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 28,116 | $592.8 萬 | 1.9% | −441−1.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 9,961 | $574.5 萬 | 1.8% | +796+8.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,484 | $542.9 萬 | 1.7% | −521−5.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,080 | $406.2 萬 | 1.3% | +44+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,957 | $397.3 萬 | 1.2% | +302+1.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,749 | $380.3 萬 | 1.2% | −1,032−4.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,383 | $378.9 萬 | 1.2% | −303−1.3% | 減碼 | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 146,344 | $377.6 萬 | 1.2% | +50,641+52.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 8,741 | $354.2 萬 | 1.1% | −28−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 22,942 | $337.9 萬 | 1.1% | +4,219+22.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,746 | $332.1 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 25,646 | $310.7 萬 | 1.0% | −94−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,390 | $298.0 萬 | 0.9% | −116−1.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 59,498 | $293.9 萬 | 0.9% | +1,049+1.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 15,585 | $293.9 萬 | 0.9% | −304−1.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,206 | $292.6 萬 | 0.9% | −239−1.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,981 | $290.7 萬 | 0.9% | +787+4.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $282.0 萬 | 0.9% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 43,139 | $279.8 萬 | 0.9% | +6,409+17.4% | 加碼 | – |
| NEENextera Energy Inc | Stock | 33,054 | $279.4 萬 | 0.9% | −173−0.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,092 | $268.6 萬 | 0.8% | −950−15.7% | 減碼 | – |
| VVisa Inc. | Stock | 9,696 | $266.6 萬 | 0.8% | +133+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,205 | $263.3 萬 | 0.8% | −65−0.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,611 | $262.2 萬 | 0.8% | +47+0.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 9,018 | $260.1 萬 | 0.8% | −47−0.5% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 31,091 | $258.5 萬 | 0.8% | −4,651−13.0% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,212 | $258.0 萬 | 0.8% | −28−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,289 | $241.4 萬 | 0.8% | +1,263+25.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,122 | $240.9 萬 | 0.8% | +19+0.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,087 | $238.9 萬 | 0.8% | −9−0.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,519 | $210.0 萬 | 0.7% | +24+0.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 21,470 | $209.3 萬 | 0.7% | +2,296+12.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,469 | $208.7 萬 | 0.7% | −41−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,497 | $205.9 萬 | 0.6% | +50.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,169 | $200.8 萬 | 0.6% | −280−2.7% | 減碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 29,919 | $195.0 萬 | 0.6% | −1,902−6.0% | 減碼 | – |
| WMBWilliams Companies, Inc. | COM | 42,248 | $192.9 萬 | 0.6% | −2,014−4.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 16,551 | $190.8 萬 | 0.6% | +140+0.9% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 57,712 | $190.7 萬 | 0.6% | +57,712 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,152 | $190.6 萬 | 0.6% | −87−3.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 20,905 | $188.2 萬 | 0.6% | −33−0.2% | 減碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,759 | $186.8 萬 | 0.6% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 3,448 | $178.1 萬 | 0.6% | +26+0.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,547 | $173.1 萬 | 0.5% | +160+4.7% | 加碼 | – |
| ORCLOracle Corp | Stock | 10,062 | $171.4 萬 | 0.5% | −432−4.1% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 86,789 | $165.5 萬 | 0.5% | −3,026−3.4% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,507 | $160.7 萬 | 0.5% | −3,694−15.3% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 15,419 | $160.1 萬 | 0.5% | −192−1.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,843 | $159.9 萬 | 0.5% | −259−4.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,234 | $159.7 萬 | 0.5% | −85−2.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,353 | $154.4 萬 | 0.5% | +688+12.1% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 5,847 | $150.7 萬 | 0.5% | −35−0.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 12,255 | $149.3 萬 | 0.5% | +2,788+29.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 32,460 | $145.8 萬 | 0.5% | +3,678+12.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 13,424 | $141.3 萬 | 0.4% | +375+2.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,984 | $139.4 萬 | 0.4% | −15−0.2% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $137.2 萬 | 0.4% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 12,017 | $136.5 萬 | 0.4% | −141−1.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $133.5 萬 | 0.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 11,015 | $129.1 萬 | 0.4% | +218+2.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 66,700 | $128.1 萬 | 0.4% | +21,236+46.7% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 24,123 | $124.8 萬 | 0.4% | −1,113−4.4% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 11,355 | $121.2 萬 | 0.4% | −15−0.1% | 減碼 | – |
| NKENIKE, Inc. | Stock | 13,334 | $117.9 萬 | 0.4% | +788+6.3% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 7,230 | $117.8 萬 | 0.4% | +238+3.4% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,698 | $117.5 萬 | 0.4% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 5,234 | $108.2 萬 | 0.3% | −188−3.5% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 66,746 | $107.1 萬 | 0.3% | −2,970−4.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,614 | $103.6 萬 | 0.3% | +900+4.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,452 | $103.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 107,279 | $101.9 萬 | 0.3% | −5,136−4.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 17,425 | $100.7 萬 | 0.3% | +858+5.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,876 | $98.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,348 | $98.1 萬 | 0.3% | +70+0.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,593 | $97.4 萬 | 0.3% | −199−5.2% | 減碼 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 42,741 | $96.6 萬 | 0.3% | +11,921+38.7% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 20,742 | $94.8 萬 | 0.3% | +2,510+13.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,491 | $92.1 萬 | 0.3% | +283+8.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 15,466 | $91.6 萬 | 0.3% | +2,775+21.9% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,292 | $89.6 萬 | 0.3% | −100−4.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,376 | $89.5 萬 | 0.3% | +541+7.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,750 | $88.3 萬 | 0.3% | −70−0.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $88.2 萬 | 0.3% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 8,333 | $86.8 萬 | 0.3% | −28−0.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 19,717 | $78.2 萬 | 0.2% | −2,194−10.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,550 | $78.0 萬 | 0.2% | +2,818+32.3% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,587 | $77.4 萬 | 0.2% | +703+7.9% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,379 | $74.7 萬 | 0.2% | −70−2.0% | 減碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 180,020 | $72.9 萬 | 0.2% | −15,392−7.9% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 24,729 | $72.0 萬 | 0.2% | −2,076−7.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,029 | $71.7 萬 | 0.2% | +35+1.8% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 50,000 | $71.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（22 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRBroadridge Financial Solutions, Inc. | Stock | 3,154 | $62.1 萬 | 0.2% | 歷史 |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 18,215 | $43.5 萬 | 0.1% | – |
| INODInnodata Inc | COM NEW | 28,661 | $42.5 萬 | 0.1% | 歷史 |
| SGISomnigroup International Inc. | COM | 6,565 | $31.1 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,108 | $28.5 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,390 | $27.7 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 1,552 | $20.4 萬 | 0.1% | 歷史 |
| WYYWidepoint Corp | COMMON | 46,753 | $19.6 萬 | 0.1% | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 10,000 | $13.1 萬 | <0.1% | 歷史 |
| INSEInspired Entertainment, Inc. | COM | 12,000 | $11.0 萬 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 19,855 | $7.51 萬 | <0.1% | 歷史 |
| UFIUnifi Inc | COM NEW | 10,000 | $5.89 萬 | <0.1% | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 13,014 | $4.19 萬 | <0.1% | – |
| TCBPTC BioPharm (Holdings) plc | SPONSORED ADR | 50,000 | $4.12 萬 | <0.1% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 10,712 | $3.92 萬 | <0.1% | 歷史 |
| TLSATiziana Life Sciences Ltd | COM | 30,000 | $2.76 萬 | <0.1% | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 156,250 | $2.47 萬 | <0.1% | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 11,977 | $2.40 萬 | <0.1% | 歷史 |
| GDCGD Culture Group Ltd | COM NEW | 20,000 | $2.30 萬 | <0.1% | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 32,974 | $2.28 萬 | <0.1% | 歷史 |
| GSATGlobalstar, Inc. | COM | 12,000 | $1.34 萬 | <0.1% | 歷史 |
| TCSContainer Store Group, Inc. | COM | 18,580 | $1.00 萬 | <0.1% | 歷史 |