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 |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 17,206 | $292.6 萬 | 0.9% | −239−1.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 15,585 | $293.9 萬 | 0.9% | −304−1.9% | 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 | – |
| TSLATesla, Inc. | Stock | 11,390 | $298.0 萬 | 0.9% | −116−1.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 25,646 | $310.7 萬 | 1.0% | −94−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,746 | $332.1 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 22,942 | $337.9 萬 | 1.1% | +4,219+22.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,741 | $354.2 萬 | 1.1% | −28−0.3% | 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 | – |
| JNJJohnson & Johnson | Stock | 23,383 | $378.9 萬 | 1.2% | −303−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,749 | $380.3 萬 | 1.2% | −1,032−4.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,957 | $397.3 萬 | 1.2% | +302+1.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,080 | $406.2 萬 | 1.3% | +44+0.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,484 | $542.9 萬 | 1.7% | −521−5.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 9,961 | $574.5 萬 | 1.8% | +796+8.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 28,116 | $592.8 萬 | 1.9% | −441−1.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 125,470 | $596.2 萬 | 1.9% | +31,247+33.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,138 | $650.7 萬 | 2.0% | +214+1.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 84,230 | $712.0 萬 | 2.2% | +5,838+7.4% | 加碼 | – |
| APOApollo Global Management, Inc. | COM | 67,804 | $846.9 萬 | 2.7% | +2,344+3.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 73,057 | $887.2 萬 | 2.8% | −2,167−2.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,274 | $1,011 萬 | 3.2% | −494−0.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,505 | $1,571 萬 | 4.9% | −406−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 133,028 | $3,067 萬 | 9.6% | +1,671+1.3% | 加碼 | 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 |