Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 259
- 較 2025 年第 1 季 +24
- 總值
- $3.83 億
- 較 2025 年第 1 季 +$3,950 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 139,180 | $2,856 萬 | 7.5% | −1,447−1.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,710 | $1,776 萬 | 4.6% | −845−2.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 56,554 | $1,241 萬 | 3.2% | +1,141+2.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 71,148 | $1,124 萬 | 2.9% | +4,942+7.5% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 69,071 | $979.9 萬 | 2.6% | +8,961+14.9% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 166,382 | $850.7 萬 | 2.2% | +6,770+4.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 309,925 | $821.3 萬 | 2.1% | +9,872+3.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 28,245 | $818.8 萬 | 2.1% | +207+0.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12,190 | $756.9 萬 | 2.0% | −268−2.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,956 | $734.8 萬 | 1.9% | +339+3.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,837 | $720.7 萬 | 1.9% | +69+0.5% | 加碼 | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 277,092 | $695.5 萬 | 1.8% | +35,202+14.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,992 | $567.6 萬 | 1.5% | +374+3.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 15,270 | $485.1 萬 | 1.3% | +314+2.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,501 | $449.4 萬 | 1.2% | +1,505+6.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,943 | $424.0 萬 | 1.1% | +447+3.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,861 | $423.3 萬 | 1.1% | +778+3.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,796 | $419.9 萬 | 1.1% | −328−4.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,503 | $416.6 萬 | 1.1% | +515+5.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,312 | $376.0 萬 | 1.0% | +30+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,661 | $362.4 萬 | 0.9% | −3−0.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 24,803 | $362.2 萬 | 0.9% | −195−0.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 25,160 | $360.3 萬 | 0.9% | +1,501+6.3% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 54,797 | $349.1 萬 | 0.9% | +4,666+9.3% | 加碼 | – |
| BXBlackstone Inc. | COM | 22,958 | $343.4 萬 | 0.9% | +526+2.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,267 | $340.1 萬 | 0.9% | +213+1.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,945 | $328.0 萬 | 0.9% | −15−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 15,230 | $319.1 萬 | 0.8% | −1,128−6.9% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,996 | $293.2 萬 | 0.8% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 11,040 | $284.1 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,045 | $271.6 萬 | 0.7% | +220+1.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 38,442 | $266.9 萬 | 0.7% | +701+1.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 9,206 | $266.7 萬 | 0.7% | +72+0.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,599 | $262.1 萬 | 0.7% | +1,629+23.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 40,937 | $257.1 萬 | 0.7% | −1,901−4.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,382 | $247.1 萬 | 0.6% | +2,850+51.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,229 | $240.4 萬 | 0.6% | −388−4.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,390 | $239.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 24,431 | $238.9 萬 | 0.6% | −605−2.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,983 | $237.5 萬 | 0.6% | +1,198+7.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,816 | $236.5 萬 | 0.6% | +445+4.3% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 49,407 | $230.7 萬 | 0.6% | −9,922−16.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,799 | $218.2 萬 | 0.6% | +265+10.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 23,658 | $216.8 萬 | 0.6% | +1,248+5.6% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 18,120 | $213.8 萬 | 0.6% | +837+4.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,815 | $210.5 萬 | 0.5% | +192+5.3% | 加碼 | – |
| LRCXLam Research Corp | Stock | 21,179 | $206.2 萬 | 0.5% | +1,000+5.0% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 33,231 | $203.4 萬 | 0.5% | +33,231 | 新進 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 63,022 | $199.5 萬 | 0.5% | +1,522+2.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 27,626 | $196.3 萬 | 0.5% | +2,699+10.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,691 | $194.6 萬 | 0.5% | +100+2.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,120 | $194.2 萬 | 0.5% | +434+6.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,267 | $190.6 萬 | 0.5% | +208+2.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 21,834 | $190.3 萬 | 0.5% | +390+1.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,803 | $189.9 萬 | 0.5% | +35+0.5% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 26,480 | $187.4 萬 | 0.5% | −1,234−4.5% | 減碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,759 | $185.2 萬 | 0.5% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 3,203 | $180.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 73,521 | $178.6 萬 | 0.5% | +7,872+12.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,442 | $177.7 萬 | 0.5% | −1,220−5.4% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 3,717 | $172.2 萬 | 0.4% | −203−5.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,275 | $170.7 萬 | 0.4% | +23+1.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 87,427 | $167.2 萬 | 0.4% | −151−0.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,363 | $165.6 萬 | 0.4% | +142+0.9% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 17,868 | $162.4 萬 | 0.4% | +1,361+8.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 37,322 | $161.5 萬 | 0.4% | +5,809+18.4% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 21,767 | $155.1 萬 | 0.4% | +9,540+78.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,776 | $146.9 萬 | 0.4% | +805+3.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 7,994 | $145.6 萬 | 0.4% | −80−1.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,655 | $145.2 萬 | 0.4% | +560+13.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,730 | $144.5 萬 | 0.4% | −9−0.3% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 15,366 | $137.9 萬 | 0.4% | +886+6.1% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,431 | $134.5 萬 | 0.4% | +1,127+5.6% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,917 | $130.0 萬 | 0.3% | +29+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 28,807 | $129.8 萬 | 0.3% | +1,527+5.6% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 5,941 | $126.4 萬 | 0.3% | +748+14.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $126.3 萬 | 0.3% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 67,909 | $123.1 萬 | 0.3% | −222−0.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,104 | $118.9 萬 | 0.3% | −111−2.1% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 86,487 | $118.5 萬 | 0.3% | −39,335−31.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 61,849 | $117.5 萬 | 0.3% | −8,376−11.9% | 減碼 | – |
| DDominion Energy, Inc | Stock | 20,535 | $116.1 萬 | 0.3% | +1,059+5.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,602 | $115.6 萬 | 0.3% | −110−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $114.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,544 | $113.5 萬 | 0.3% | −154−1.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,027 | $112.7 萬 | 0.3% | +82+2.1% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,502 | $111.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $111.7 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 15,906 | $110.4 萬 | 0.3% | +6,893+76.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,265 | $107.7 萬 | 0.3% | −273−1.2% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,529 | $106.2 萬 | 0.3% | −98−1.5% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 33,751 | $103.5 萬 | 0.3% | +33,751 | 新進 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $102.6 萬 | 0.3% | +2,000+26.7% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 7,470 | $101.6 萬 | 0.3% | −196−2.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,222 | $101.5 萬 | 0.3% | −131−1.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,476 | $100.4 萬 | 0.3% | −15−0.6% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 8,302 | $99.7 萬 | 0.3% | +549+7.1% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,832 | $99.0 萬 | 0.3% | −714−6.8% | 減碼 | – |
| TTTrane Technologies plc | SHS | 2,211 | $96.7 萬 | 0.3% | −502−18.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,974 | $93.1 萬 | 0.2% | +429+4.1% | 加碼 | – |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,000 | $32.2 萬 | 0.1% | – |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $21.9 萬 | 0.1% | 歷史 |
| COOCooper Companies, Inc. | COM | 2,591 | $21.9 萬 | 0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,916 | $21.4 萬 | 0.1% | 歷史 |
| SNAPSnap Inc | Stock | 24,515 | $21.4 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 6,776 | $21.0 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 605 | $20.9 萬 | 0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 12,000 | $14.0 萬 | <0.1% | 歷史 |