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 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,100 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REKRRekor Systems, Inc. | COM | 18,669 | $1.66 萬 | <0.1% | +18,669 | 新進 | 歷史 |
| ASBPAspire-Lakewood Holdings, Inc. | COM | 37,611 | $2.19 萬 | <0.1% | +37,611 | 新進 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 35,000 | $2.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 50,000 | $3.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WULFTerawulf Inc. | COM | 14,150 | $3.86 萬 | <0.1% | +14,150 | 新進 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 10,150 | $5.89 萬 | <0.1% | +10,150 | 新進 | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 14,051 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 35,457 | $13.5 萬 | <0.1% | −400−1.1% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 12,000 | $14.0 萬 | <0.1% | +1,967+19.6% | 加碼 | 歷史 |
| FNGRFingerMotion, Inc. | COM | 142,615 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,075 | $20.1 萬 | 0.1% | −616−16.7% | 減碼 | 歷史 |
| WBSWebster Financial Corp | COM | 3,918 | $20.2 萬 | 0.1% | +18+0.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,389 | $20.2 萬 | 0.1% | +1,389 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,778 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 11,000 | $20.6 萬 | 0.1% | +11,000 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,245 | $20.6 萬 | 0.1% | −10−0.4% | 減碼 | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 16,051 | $20.6 萬 | 0.1% | −320−2.0% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 605 | $20.9 萬 | 0.1% | +605 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 6,776 | $21.0 萬 | 0.1% | +6,776 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,870 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 24,515 | $21.4 萬 | 0.1% | +24,515 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,916 | $21.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 758 | $21.5 萬 | 0.1% | +758 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,298 | $21.5 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 2,591 | $21.9 萬 | 0.1% | −11−0.4% | 減碼 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,075 | $22.0 萬 | 0.1% | +1,075 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 9,735 | $22.1 萬 | 0.1% | +9,735 | 新進 | 歷史 |
| CMICummins Inc | Stock | 718 | $22.5 萬 | 0.1% | −104−12.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 526 | $22.9 萬 | 0.1% | −17−3.1% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,855 | $23.2 萬 | 0.1% | +25+0.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,320 | $23.3 萬 | 0.1% | −30−2.2% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,500 | $23.4 萬 | 0.1% | +2,500 | 新進 | – |
| AMPAmeriprise Financial Inc | COM | 484 | $23.4 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $23.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 5,350 | $23.7 萬 | 0.1% | +114+2.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,136 | $23.9 萬 | 0.1% | +2,136 | 新進 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,530 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 2,536 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 6,000 | $24.4 萬 | 0.1% | +6,000 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 7,009 | $25.9 萬 | 0.1% | +429+6.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 915 | $27.0 萬 | 0.1% | +19+2.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,014 | $27.0 萬 | 0.1% | +20+2.0% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,673 | $27.8 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,183 | $28.0 萬 | 0.1% | +1,183 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 2,528 | $28.2 萬 | 0.1% | −100−3.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,009 | $29.2 萬 | 0.1% | −865−30.1% | 減碼 | 歷史 |
| ORIOld Republic International Corp | COM | 7,500 | $29.4 萬 | 0.1% | +7,500 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,645 | $29.4 萬 | 0.1% | −9−0.2% | 減碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 15,698 | $29.6 萬 | 0.1% | −1,000−6.0% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,021 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKHBlack Hills Corp | COM | 4,945 | $30.0 萬 | 0.1% | −963−16.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 814 | $30.3 萬 | 0.1% | +12+1.5% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 4,359 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 4,824 | $31.6 萬 | 0.1% | +36+0.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,000 | $32.2 萬 | 0.1% | +7,000 | 新進 | – |
| DRVNDriven Brands Holdings Inc. | COM | 19,000 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 12,415 | $32.6 萬 | 0.1% | +1,753+16.4% | 加碼 | – |
| GENGen Digital Inc. | Stock | 12,329 | $32.7 萬 | 0.1% | +53+0.4% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,986 | $33.8 萬 | 0.1% | +40+0.8% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,211 | $33.9 萬 | 0.1% | +211+5.3% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,568 | $34.0 萬 | 0.1% | +1,200+16.3% | 加碼 | – |
| MMM3M Co | Stock | 2,329 | $34.2 萬 | 0.1% | −282−10.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,124 | $34.4 萬 | 0.1% | +554+21.6% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,050 | $34.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 243 | $34.8 萬 | 0.1% | +1+0.4% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 685 | $34.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,927 | $34.9 萬 | 0.1% | +1,927 | 新進 | 歷史 |
| ETREntergy Corp | COM | 4,152 | $35.5 萬 | 0.1% | +84+2.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,872 | $35.6 萬 | 0.1% | +145+3.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 726 | $35.9 萬 | 0.1% | +726 | 新進 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 35,146 | $36.0 萬 | 0.1% | −544−1.5% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 9,700 | $36.4 萬 | 0.1% | +9,700 | 新進 | – |
| EXCExelon Corp | Stock | 7,939 | $36.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 14,820 | $37.4 萬 | 0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 3,923 | $37.5 萬 | 0.1% | −612−13.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,698 | $37.6 萬 | 0.1% | −148−8.0% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,827 | $38.5 萬 | 0.1% | +407+5.5% | 加碼 | – |
| VMRKVivmark Residential | SH BEN INT | 5,423 | $38.8 萬 | 0.1% | +5,423 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,384 | $39.7 萬 | 0.1% | −124−2.8% | 減碼 | – |
| TGTTarget Corp | Stock | 3,882 | $40.5 萬 | 0.1% | −98−2.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,134 | $41.0 萬 | 0.1% | −2−0.2% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 23,467 | $41.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,213 | $41.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| CSXCSX Corp | Stock | 14,276 | $42.0 萬 | 0.1% | +81+0.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 447 | $42.3 萬 | 0.1% | +21+4.9% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,407 | $43.5 萬 | 0.1% | +39+2.9% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,164 | $43.6 萬 | 0.1% | −92−4.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 15,763 | $44.6 萬 | 0.1% | +53+0.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,160 | $44.6 萬 | 0.1% | +2,160 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $44.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,583 | $45.4 萬 | 0.1% | +1,025+65.8% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 20,563 | $45.6 萬 | 0.1% | −6,887−25.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,679 | $45.6 萬 | 0.1% | +518+44.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,760 | $46.9 萬 | 0.1% | +1,083+19.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,835 | $47.0 萬 | 0.1% | +261+3.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,333 | $47.6 萬 | 0.1% | +2,659+46.9% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 14,214 | $47.6 萬 | 0.1% | +7,209+102.9% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $48.0 萬 | 0.1% | +6,500 | 新進 | – |
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 |