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 |
|---|---|---|---|---|---|---|---|
| ASBPAspire-Lakewood Holdings, Inc. | COM | 37,611 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 10,100 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REKRRekor Systems, Inc. | COM | 17,500 | $2.03 萬 | <0.1% | −1,169−6.3% | 減碼 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 50,000 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 35,000 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WIMIWiMi Hologram Cloud Inc. | COM | 10,000 | $2.77 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 10,150 | $6.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTOSCustom Truck One Source, Inc. | COM CL A | 20,000 | $9.88 萬 | <0.1% | +20,000 | 新進 | 歷史 |
| WULFTerawulf Inc. | COM | 24,000 | $10.5 萬 | <0.1% | +9,850+69.6% | 加碼 | 歷史 |
| ENVXEnovix Corp | COM | 11,000 | $11.4 萬 | <0.1% | +11,000 | 新進 | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 11,886 | $11.7 萬 | <0.1% | +11,886 | 新進 | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 14,051 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLGOMicroAlgo Inc. | ORD SHS | 240,000 | $12.2 萬 | <0.1% | +240,000 | 新進 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 35,457 | $15.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 15,176 | $19.3 萬 | 0.1% | −875−5.5% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,125 | $19.7 萬 | 0.1% | −730−6.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,500 | $20.0 萬 | 0.1% | +6,500 | 新進 | – |
| IRIngersoll Rand Inc. | COM | 2,424 | $20.2 萬 | 0.1% | +2,424 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 758 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 526 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,151 | $20.5 萬 | 0.1% | +2,151 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 667 | $20.6 萬 | 0.1% | +667 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 257 | $20.6 萬 | 0.1% | +257 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,320 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RACEFerrari N.V. | COM | 432 | $21.1 萬 | 0.1% | +432 | 新進 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,011 | $21.4 萬 | 0.1% | +2,011 | 新進 | – |
| WBSWebster Financial Corp | COM | 3,918 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 659 | $21.8 萬 | 0.1% | −391−37.2% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,042 | $22.3 萬 | 0.1% | +2,042 | 新進 | – |
| PLDPrologis, Inc. | REIT | 2,127 | $22.4 萬 | 0.1% | −9−0.4% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,040 | $22.5 萬 | 0.1% | +2,040 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 443 | $22.6 萬 | 0.1% | +443 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,075 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,443 | $23.0 萬 | 0.1% | +2,443 | 新進 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 4,700 | $23.0 萬 | 0.1% | +4,700 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,389 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,190 | $23.5 萬 | 0.1% | +115+10.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 719 | $23.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,778 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,530 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 1,014 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,286 | $24.2 萬 | 0.1% | −250−9.9% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 5,350 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMSCMS Energy Corp | COM | 3,519 | $24.4 萬 | 0.1% | +3,519 | 新進 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 9,259 | $24.5 萬 | 0.1% | +9,259 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 7,012 | $25.0 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| CRMTAmericas Carmart Inc | COM | 4,500 | $25.2 萬 | 0.1% | +4,500 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,699 | $25.3 萬 | 0.1% | +199+8.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 11,474 | $25.4 萬 | 0.1% | +11,474 | 新進 | – |
| AMPAmeriprise Financial Inc | COM | 482 | $25.7 萬 | 0.1% | −2−0.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 915 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,871 | $25.9 萬 | 0.1% | +10.0% | 加碼 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 18,900 | $25.9 萬 | 0.1% | −16,246−46.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,603 | $26.3 萬 | 0.1% | −521−16.7% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,585 | $26.6 萬 | 0.1% | −60−1.6% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,662 | $26.7 萬 | 0.1% | −11−0.7% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 6,447 | $27.7 萬 | 0.1% | +6,447 | 新進 | 歷史 |
| BKHBlack Hills Corp | COM | 4,945 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,260 | $28.5 萬 | 0.1% | −38−2.9% | 減碼 | 歷史 |
| ORIOld Republic International Corp | COM | 7,500 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 11,232 | $29.2 萬 | 0.1% | −1,183−9.5% | 減碼 | – |
| CVSCVS Health Corp | Stock | 4,272 | $29.5 萬 | 0.1% | +4,272 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,176 | $30.1 萬 | 0.1% | −7−0.6% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 685 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,985 | $30.5 萬 | 0.1% | −36−0.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 13,923 | $31.2 萬 | 0.1% | +4,188+43.0% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 4,311 | $31.7 萬 | 0.1% | −48−1.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 814 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,640 | $32.8 萬 | 0.1% | 00.0% | 不變依 15 比 1 拆股換算 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 19,000 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,211 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,986 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,662 | $33.6 萬 | 0.1% | −210−5.4% | 減碼 | 歷史 |
| FNGRFingerMotion, Inc. | COM | 167,615 | $34.0 萬 | 0.1% | +25,000+17.5% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 4,152 | $34.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 3,563 | $35.1 萬 | 0.1% | −319−8.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,329 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,939 | $35.5 萬 | 0.1% | −70−3.5% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,769 | $35.6 萬 | 0.1% | +2,769 | 新進 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $36.0 萬 | 0.1% | +8,000+72.7% | 加碼 | – |
| GENGen Digital Inc. | Stock | 12,304 | $36.2 萬 | 0.1% | −25−0.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,499 | $36.5 萬 | 0.1% | −2,968−12.6% | 減碼 | – |
| VMRKVivmark Residential | SH BEN INT | 5,423 | $36.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 8,439 | $36.6 萬 | 0.1% | +500+6.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 14,935 | $37.0 萬 | 0.1% | +115+0.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,592 | $37.1 萬 | 0.1% | +24+0.3% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 17,082 | $37.5 萬 | 0.1% | −3,481−16.9% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,200 | $37.7 萬 | 0.1% | +1,200+20.0% | 加碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 15,444 | $37.7 萬 | 0.1% | −254−1.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 7,500 | $38.2 萬 | 0.1% | +7,500 | 新進 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,827 | $38.6 萬 | 0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,914 | $40.1 萬 | 0.1% | −13−0.7% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,550 | $40.5 萬 | 0.1% | +166+3.8% | 加碼 | – |
| NVSNovartis AG | ADR | 3,364 | $40.7 萬 | 0.1% | +836+33.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,753 | $41.5 萬 | 0.1% | +55+3.2% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 806 | $43.8 萬 | 0.1% | +80+11.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,815 | $44.0 萬 | 0.1% | −108−2.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,269 | $44.1 萬 | 0.1% | +56+2.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,182 | $44.5 萬 | 0.1% | +7,182 | 新進 | – |
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 |