Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 235
- 較 2024 年第 4 季 +17
- 總值
- $3.43 億
- 較 2024 年第 4 季 +$1,334 萬 (+4.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 140,627 | $3,124 萬 | 9.1% | +11,348+8.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,555 | $1,372 萬 | 4.0% | −600−1.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,413 | $1,054 萬 | 3.1% | +1,630+3.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 300,053 | $838.9 萬 | 2.4% | +21,671+7.8% | 加碼 | – |
| APOApollo Global Management, Inc. | COM | 60,110 | $823.1 萬 | 2.4% | −1,868−3.0% | 減碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 159,612 | $810.2 萬 | 2.4% | +21,984+16.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,768 | $786.5 萬 | 2.3% | +1,025+7.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 66,206 | $717.5 萬 | 2.1% | −7,064−9.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12,458 | $700.0 萬 | 2.0% | −133−1.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 28,038 | $687.8 萬 | 2.0% | +880+3.2% | 加碼 | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 241,890 | $605.9 萬 | 1.8% | +46,203+23.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,617 | $554.3 萬 | 1.6% | +135+1.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,618 | $494.3 萬 | 1.4% | +4,409+84.6% | 加碼 | – |
| VVisa Inc. | Stock | 11,496 | $402.9 萬 | 1.2% | +1,722+17.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,124 | $398.5 萬 | 1.2% | −10.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 23,659 | $395.8 萬 | 1.2% | +688+3.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,956 | $387.6 萬 | 1.1% | +3,657+32.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,996 | $371.1 萬 | 1.1% | −218−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,054 | $365.7 萬 | 1.1% | −855−3.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,083 | $360.6 萬 | 1.0% | +421+1.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,664 | $346.6 萬 | 1.0% | −40−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,988 | $333.3 萬 | 1.0% | +981+12.3% | 加碼 | – |
| RTXRTX Corp | Stock | 24,998 | $331.1 萬 | 1.0% | −575−2.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,960 | $328.4 萬 | 1.0% | +154+1.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 22,432 | $313.6 萬 | 0.9% | +3,465+18.3% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 50,131 | $299.5 萬 | 0.9% | +2,829+6.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,282 | $288.5 萬 | 0.8% | +16+0.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,825 | $286.7 萬 | 0.8% | +1,561+10.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $283.7 萬 | 0.8% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 59,329 | $283.6 萬 | 0.8% | −1,000−1.7% | 減碼 | – |
| BABoeing Co | Stock | 16,358 | $279.0 萬 | 0.8% | +238+1.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 9,134 | $275.8 萬 | 0.8% | +165+1.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,617 | $269.2 萬 | 0.8% | +35+0.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 37,741 | $267.5 萬 | 0.8% | +4,615+13.9% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 42,838 | $256.0 萬 | 0.7% | +344+0.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,785 | $251.7 萬 | 0.7% | −415−2.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,390 | $245.5 萬 | 0.7% | +2,035+24.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,039 | $221.0 萬 | 0.6% | −18−0.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 22,410 | $219.8 萬 | 0.6% | +937+4.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,036 | $219.8 萬 | 0.6% | +751+3.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,095 | $214.5 萬 | 0.6% | +120+3.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,768 | $210.8 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 17,283 | $210.8 萬 | 0.6% | +467+2.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,059 | $210.8 萬 | 0.6% | +854+9.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,534 | $209.3 萬 | 0.6% | +369+17.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,970 | $200.8 萬 | 0.6% | +1,359+24.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 21,444 | $192.7 萬 | 0.6% | +492+2.3% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 61,500 | $188.6 萬 | 0.5% | −36,031−36.9% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,662 | $187.5 萬 | 0.5% | −1,658−6.8% | 減碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,759 | $185.1 萬 | 0.5% | +10.0% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 3,591 | $182.5 萬 | 0.5% | +82+2.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,221 | $181.0 萬 | 0.5% | +848+5.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,686 | $179.4 萬 | 0.5% | +867+14.9% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 27,714 | $177.1 萬 | 0.5% | −1,557−5.3% | 減碼 | – |
| MAMastercard Inc | Stock | 3,203 | $175.6 萬 | 0.5% | −31−1.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,920 | $175.1 萬 | 0.5% | −246−5.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,623 | $169.9 萬 | 0.5% | +5+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 87,578 | $165.9 萬 | 0.5% | +2,939+3.5% | 加碼 | – |
| NKENIKE, Inc. | Stock | 24,927 | $158.2 萬 | 0.5% | +1,959+8.5% | 加碼 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 65,649 | $157.9 萬 | 0.5% | +11,845+22.0% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 16,507 | $154.7 萬 | 0.5% | +656+4.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 14,480 | $152.1 萬 | 0.4% | +573+4.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 20,179 | $146.7 萬 | 0.4% | +20,179 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 10,371 | $145.0 萬 | 0.4% | +162+1.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,538 | $143.6 萬 | 0.4% | −652−2.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 41,888 | $143.0 萬 | 0.4% | +17,130+69.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,513 | $142.9 萬 | 0.4% | +246+0.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,532 | $137.6 萬 | 0.4% | +2,152+63.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,712 | $132.1 萬 | 0.4% | +1,794+13.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 70,225 | $131.3 萬 | 0.4% | +4,770+7.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 8,074 | $128.2 萬 | 0.4% | +71+0.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $127.1 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,971 | $126.9 萬 | 0.4% | +222+0.9% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,131 | $126.7 萬 | 0.4% | +832+1.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,491 | $124.0 萬 | 0.4% | +2,041+453.6% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,627 | $121.6 萬 | 0.4% | +566+9.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 20,304 | $118.9 萬 | 0.3% | +726+3.7% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 27,280 | $118.4 萬 | 0.3% | +1,149+4.4% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,698 | $116.8 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,252 | $116.8 萬 | 0.3% | −159−11.3% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 7,753 | $114.2 萬 | 0.3% | +315+4.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $112.3 萬 | 0.3% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 5,215 | $110.4 萬 | 0.3% | +109+2.1% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 19,476 | $109.2 萬 | 0.3% | +1,146+6.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $107.9 萬 | 0.3% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,546 | $107.8 萬 | 0.3% | −347−3.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,945 | $102.0 萬 | 0.3% | −44−1.1% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 8,353 | $101.7 萬 | 0.3% | +49+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,666 | $101.7 萬 | 0.3% | +87+1.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,545 | $98.5 萬 | 0.3% | +125+1.2% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,855 | $98.4 萬 | 0.3% | −3,344−20.6% | 減碼 | – |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 47,087 | $95.8 萬 | 0.3% | +5,303+12.7% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,501 | $94.2 萬 | 0.3% | +17+0.5% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 5,193 | $93.1 萬 | 0.3% | +2,385+84.9% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 8,369 | $92.5 萬 | 0.3% | +18+0.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 2,713 | $91.4 萬 | 0.3% | +1,207+80.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,313 | $87.5 萬 | 0.3% | +2,950+124.8% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 8,799 | $87.3 萬 | 0.3% | +8,799 | 新進 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 125,822 | $87.1 萬 | 0.3% | +43,163+52.2% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 23,472 | $86.5 萬 | 0.3% | +2,685+12.9% | 加碼 | – |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ILMNIllumina, Inc. | COM | 3,512 | $46.9 萬 | 0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,805 | $31.0 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 672 | $29.9 萬 | 0.1% | 歷史 |
| XPOXPO, Inc. | COM | 2,161 | $28.4 萬 | 0.1% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 2,262 | $27.5 萬 | 0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 1,000 | $24.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,172 | $23.2 萬 | 0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 3,090 | $22.9 萬 | 0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,832 | $21.1 萬 | 0.1% | – |
| SRESempra | Stock | 2,357 | $20.7 萬 | 0.1% | 歷史 |
| CTOSCustom Truck One Source, Inc. | COM CL A | 13,791 | $6.63 萬 | <0.1% | 歷史 |