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 |
|---|---|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 6,827 | $50.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,265 | $51.0 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,764 | $51.8 萬 | 0.2% | +2,935+33.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 8,807 | $52.1 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,966 | $53.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 3,980 | $53.8 萬 | 0.2% | −408−9.3% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,530 | $54.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 1,506 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,243 | $56.8 萬 | 0.2% | +615+23.4% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 27,450 | $60.1 萬 | 0.2% | +867+3.3% | 加碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 28,925 | $61.6 萬 | 0.2% | +980+3.5% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 129 | $64.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,778 | $64.4 萬 | 0.2% | +239+9.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,277 | $66.0 萬 | 0.2% | +10+0.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 9,886 | $69.4 萬 | 0.2% | −1,511−13.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,018 | $71.0 萬 | 0.2% | −11−0.5% | 減碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 185,451 | $73.3 萬 | 0.2% | +5,431+3.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,380 | $74.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 8,351 | $74.5 萬 | 0.2% | +18+0.2% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 20,787 | $76.7 萬 | 0.2% | +7,474+56.1% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 24,758 | $77.6 萬 | 0.2% | +29+0.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 17,776 | $78.1 萬 | 0.2% | −1,941−9.8% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,670 | $80.8 萬 | 0.2% | +1,083+11.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,849 | $82.0 萬 | 0.2% | +870+44.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,292 | $83.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 41,784 | $84.3 萬 | 0.3% | +41,784 | 新進 | – |
| PCTPureCycle Technologies, Inc. | COM | 82,659 | $84.7 萬 | 0.3% | −24,620−22.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,579 | $85.7 萬 | 0.3% | −171−2.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,698 | $87.5 萬 | 0.3% | +1,148+9.9% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $87.9 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,420 | $89.3 萬 | 0.3% | +2,978+40.0% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 2,744 | $90.3 萬 | 0.3% | −1,132−29.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,003 | $96.3 萬 | 0.3% | +627+8.5% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 18,330 | $98.7 萬 | 0.3% | +905+5.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,304 | $100.3 萬 | 0.3% | −44−0.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,484 | $103.4 萬 | 0.3% | −109−3.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,989 | $105.4 萬 | 0.3% | +498+14.3% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $105.8 萬 | 0.3% | −3,399−20.0% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,893 | $108.4 萬 | 0.3% | −462−4.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $110.1 萬 | 0.3% | −1,483−18.6% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 26,131 | $113.6 萬 | 0.3% | +5,389+26.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,698 | $114.2 萬 | 0.3% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 5,106 | $115.4 萬 | 0.3% | −128−2.4% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 19,578 | $115.8 萬 | 0.4% | +4,112+26.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,749 | $118.4 萬 | 0.4% | +5,135+26.2% | 加碼 | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 53,804 | $119.1 萬 | 0.4% | +11,063+25.9% | 加碼 | – |
| CLXClorox Co | Stock | 7,438 | $120.8 萬 | 0.4% | +208+2.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 16,199 | $121.1 萬 | 0.4% | −4,308−21.0% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 65,455 | $122.4 萬 | 0.4% | −21,334−24.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 31,267 | $125.0 萬 | 0.4% | −1,193−3.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,411 | $125.8 萬 | 0.4% | −41−2.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,918 | $128.5 萬 | 0.4% | +901+7.5% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 67,299 | $131.8 萬 | 0.4% | +553+0.8% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,061 | $134.0 萬 | 0.4% | +214+3.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,611 | $135.9 萬 | 0.4% | −742−11.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $136.6 萬 | 0.4% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 24,190 | $136.8 萬 | 0.4% | +67+0.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 13,907 | $137.9 萬 | 0.4% | +483+3.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,851 | $144.1 萬 | 0.4% | +432+2.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,373 | $154.6 萬 | 0.5% | +3,358+30.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 84,639 | $159.7 萬 | 0.5% | +17,939+26.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 9,205 | $163.6 萬 | 0.5% | −964−9.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,165 | $167.2 萬 | 0.5% | +13+0.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 20,952 | $167.4 萬 | 0.5% | +47+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,209 | $170.1 萬 | 0.5% | +147+1.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,234 | $170.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 22,968 | $173.8 萬 | 0.5% | +9,634+72.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,509 | $174.8 萬 | 0.5% | +61+1.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,767 | $176.4 萬 | 0.5% | +248+3.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 16,816 | $181.2 萬 | 0.5% | +265+1.6% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,758 | $184.0 萬 | 0.6% | −10.0% | 減碼 | – |
| GEGeneral Electric Co | Stock | 11,057 | $184.4 萬 | 0.6% | −4,528−29.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,618 | $185.0 萬 | 0.6% | +71+2.0% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 8,355 | $190.5 萬 | 0.6% | −114−1.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,819 | $194.6 萬 | 0.6% | −24−0.4% | 減碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 29,271 | $194.6 萬 | 0.6% | −648−2.2% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 21,473 | $195.9 萬 | 0.6% | +30.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 24,320 | $199.4 萬 | 0.6% | −6,771−21.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,975 | $201.1 萬 | 0.6% | −112−2.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,166 | $202.5 萬 | 0.6% | +44+1.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,285 | $219.4 萬 | 0.7% | −1,212−4.8% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 42,494 | $230.0 萬 | 0.7% | +246+0.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 33,126 | $237.5 萬 | 0.7% | +72+0.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,969 | $247.8 萬 | 0.8% | −49−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,582 | $248.8 萬 | 0.8% | −29−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,264 | $255.9 萬 | 0.8% | +59+0.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,200 | $261.5 萬 | 0.8% | −60.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $280.6 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,209 | $280.7 萬 | 0.9% | +117+2.3% | 加碼 | – |
| BABoeing Co | Stock | 16,120 | $285.3 萬 | 0.9% | +3,865+31.5% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 60,329 | $291.3 萬 | 0.9% | +831+1.4% | 加碼 | – |
| RTXRTX Corp | Stock | 25,573 | $295.9 萬 | 0.9% | −73−0.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,266 | $301.6 萬 | 0.9% | +54+1.0% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 47,302 | $307.8 萬 | 0.9% | +4,163+9.7% | 加碼 | – |
| VVisa Inc. | Stock | 9,774 | $308.9 萬 | 0.9% | +78+0.8% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 97,531 | $309.1 萬 | 0.9% | +39,819+69.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,967 | $327.0 萬 | 1.0% | −14−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,007 | $328.7 萬 | 1.0% | +1,718+27.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 22,909 | $331.3 萬 | 1.0% | −474−2.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 22,971 | $332.7 萬 | 1.0% | +29+0.1% | 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 |