Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 218
- 較 2024 年第 3 季 −6
- 總值
- $3.30 億
- 較 2024 年第 3 季 +$1,209 萬 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PRPLPurple Innovation, Inc. | COM | 35,000 | $2.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 10,100 | $3.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTOSCustom Truck One Source, Inc. | COM CL A | 13,791 | $6.63 萬 | <0.1% | +13,791 | 新進 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 50,000 | $6.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 35,857 | $9.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 14,051 | $12.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 10,033 | $15.5 萬 | <0.1% | −1,122−10.1% | 減碼 | 歷史 |
| FNGRFingerMotion, Inc. | COM | 142,615 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,830 | $19.9 萬 | 0.1% | +22+0.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 543 | $20.0 萬 | 0.1% | −200−26.9% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,255 | $20.6 萬 | 0.1% | +2,255 | 新進 | – |
| SRESempra | Stock | 2,357 | $20.7 萬 | 0.1% | +2,357 | 新進 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 16,371 | $20.8 萬 | 0.1% | −1,093−6.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,832 | $21.1 萬 | 0.1% | +1,832 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 1,140 | $21.4 萬 | 0.1% | +31+2.8% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 3,900 | $21.5 萬 | 0.1% | +3,900 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,020 | $21.9 萬 | 0.1% | +1,020 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 994 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 5,236 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,870 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 1,915 | $22.7 萬 | 0.1% | −28−1.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,090 | $22.9 萬 | 0.1% | −48−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,172 | $23.2 萬 | 0.1% | +1,172 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 450 | $23.4 萬 | 0.1% | −180−28.6% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,530 | $23.5 萬 | 0.1% | −632−20.0% | 減碼 | – |
| COOCooper Companies, Inc. | COM | 2,602 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,536 | $24.0 萬 | 0.1% | −64−2.5% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,000 | $24.3 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 6,580 | $24.7 萬 | 0.1% | −504−7.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,005 | $25.1 萬 | 0.1% | +726+11.6% | 加碼 | – |
| WRBBerkley W R Corp | COM | 4,359 | $25.5 萬 | 0.1% | −1,751−28.7% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 2,628 | $25.6 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,296 | $25.6 萬 | 0.1% | −43−3.2% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 482 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 896 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,778 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,350 | $26.5 萬 | 0.1% | +10+0.7% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 7,368 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| TSATTelesat Corp | CL A & CL B SHS | 16,698 | $27.5 萬 | 0.1% | −909−5.2% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 2,262 | $27.5 萬 | 0.1% | −200−8.1% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 2,161 | $28.4 萬 | 0.1% | +2,161 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 10,662 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| ULUnilever PLC | SPON ADR NEW | 5,021 | $28.5 萬 | 0.1% | −283−5.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,654 | $28.6 萬 | 0.1% | −1,482−28.9% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,662 | $28.6 萬 | 0.1% | −258−13.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 822 | $28.7 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 242 | $28.8 萬 | 0.1% | −1−0.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 802 | $28.9 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,049 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,946 | $29.5 萬 | 0.1% | −229−4.4% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 7,939 | $29.9 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 672 | $29.9 萬 | 0.1% | +38+6.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,558 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 19,000 | $30.7 萬 | 0.1% | −31,000−62.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,727 | $30.7 萬 | 0.1% | +299+8.7% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 4,068 | $30.8 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,805 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,691 | $31.5 萬 | 0.1% | −397−9.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,570 | $32.4 萬 | 0.1% | +323+14.4% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 685 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,674 | $32.6 萬 | 0.1% | +315+5.9% | 加碼 | – |
| APHAmphenol Corp | CL A | 4,788 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 12,276 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,611 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKHBlack Hills Corp | COM | 5,908 | $34.6 萬 | 0.1% | −187−3.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 15,710 | $35.8 萬 | 0.1% | −729−4.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,420 | $36.1 萬 | 0.1% | 00.0% | 不變 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 35,690 | $37.0 萬 | 0.1% | +21+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 14,820 | $37.9 萬 | 0.1% | 00.0% | 不變 | – |
| AKAMAkamai Technologies Inc | COM | 4,000 | $38.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,363 | $38.5 萬 | 0.1% | +178+8.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,161 | $38.5 萬 | 0.1% | −19−1.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,574 | $39.6 萬 | 0.1% | −67−0.9% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,508 | $40.2 萬 | 0.1% | +678+17.7% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 5,377 | $40.7 萬 | 0.1% | −223−4.0% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,211 | $40.9 萬 | 0.1% | +10.0% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 23,467 | $41.5 萬 | 0.1% | −41−0.2% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,250 | $41.9 萬 | 0.1% | +6,250 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 426 | $43.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,846 | $44.4 萬 | 0.1% | +31+1.7% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 2,429 | $44.6 萬 | 0.1% | +235+10.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,136 | $45.6 萬 | 0.1% | +21+1.9% | 加碼 | – |
| CSXCSX Corp | Stock | 14,195 | $45.8 萬 | 0.1% | −382−2.6% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,030 | $46.4 萬 | 0.1% | −63−1.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,874 | $46.7 萬 | 0.1% | +33+1.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 3,512 | $46.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,368 | $47.0 萬 | 0.1% | −1−0.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 17,769 | $47.1 萬 | 0.1% | −4,821−21.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,616 | $47.3 萬 | 0.1% | −21−1.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,442 | $47.4 萬 | 0.1% | −514−13.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,145 | $47.4 萬 | 0.1% | +1,075+100.5% | 加碼 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,443 | $47.5 萬 | 0.1% | +518+7.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $47.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 4,535 | $48.2 萬 | 0.1% | −369−7.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,677 | $48.8 萬 | 0.1% | +1,584+38.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,808 | $50.1 萬 | 0.2% | −33−1.2% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,390 | $50.2 萬 | 0.2% | +21+0.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 8,075 | $50.3 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,256 | $50.5 萬 | 0.2% | +291+14.8% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（18 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 125,470 | $596.2 萬 | 1.9% | – |
| DISWalt Disney Co | Stock | 8,885 | $68.2 萬 | 0.2% | 歷史 |
| RUMRUM Group Inc. | Stock | 80,880 | $43.4 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 37,000 | $41.3 萬 | 0.1% | – |
| CRMTAmericas Carmart Inc | COM | 7,451 | $31.2 萬 | 0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 4,560 | $28.9 萬 | 0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 1,403 | $27.2 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 18,076 | $27.2 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 11,565 | $27.1 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 122 | $25.0 萬 | 0.1% | 歷史 |
| CDWCDW Corp | COM | 1,094 | $24.8 萬 | 0.1% | 歷史 |
| KRKroger Co | Stock | 4,200 | $24.1 萬 | 0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,389 | $22.6 萬 | 0.1% | 歷史 |
| EIXEdison International | Stock | 2,432 | $21.2 萬 | 0.1% | 歷史 |
| ITGartner Inc | COM | 414 | $21.0 萬 | 0.1% | 歷史 |
| RACEFerrari N.V. | COM | 432 | $20.2 萬 | 0.1% | 歷史 |
| REALTheRealReal, Inc. | COM | 17,728 | $5.57 萬 | <0.1% | 歷史 |
| MLGOMicroAlgo Inc. | USD ORD SH NEW | 100,000 | $2.53 萬 | <0.1% | 歷史 |