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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,984 | $45.7 萬 | 0.1% | +2,739+122.0% | 加碼 | – |
| CSXCSX Corp | Stock | 14,276 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 447 | $46.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 4,824 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,565 | $47.8 萬 | 0.1% | −18−0.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,134 | $48.2 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 8,236 | $48.3 萬 | 0.1% | +401+5.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 16,427 | $48.3 萬 | 0.1% | +16,427 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,605 | $49.5 萬 | 0.1% | −36−2.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,311 | $51.1 萬 | 0.1% | −101−4.2% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 14,501 | $51.2 萬 | 0.1% | +287+2.0% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,407 | $51.5 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,380 | $51.7 萬 | 0.1% | +42+0.7% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 7,560 | $52.2 萬 | 0.1% | +800+11.8% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,133 | $53.3 萬 | 0.1% | −55−1.1% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,234 | $54.9 萬 | 0.1% | −31−2.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,841 | $55.0 萬 | 0.1% | −138−7.0% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,949 | $55.7 萬 | 0.1% | −20−1.0% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $55.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,887 | $57.3 萬 | 0.1% | −116−5.8% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,594 | $57.3 萬 | 0.1% | +245+2.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 8,113 | $57.4 萬 | 0.1% | −43−0.5% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,888 | $57.6 萬 | 0.2% | −79−2.0% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,644 | $58.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 24,344 | $59.0 萬 | 0.2% | +1,486+6.5% | 加碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 31,086 | $59.3 萬 | 0.2% | +31,086 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,530 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 10,524 | $59.8 萬 | 0.2% | +2,191+26.3% | 加碼 | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 58,363 | $60.5 萬 | 0.2% | +58,363 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,526 | $61.3 萬 | 0.2% | +5,526 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 1,753 | $62.6 萬 | 0.2% | +74+4.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 21,986 | $63.6 萬 | 0.2% | +6,223+39.5% | 加碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 16,100 | $64.1 萬 | 0.2% | +6,400+66.0% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 3,144 | $65.3 萬 | 0.2% | −10−0.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,592 | $65.3 萬 | 0.2% | +169+4.9% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 7,172 | $65.4 萬 | 0.2% | +300+4.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,591 | $65.6 萬 | 0.2% | +431+20.0% | 加碼 | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 27,945 | $66.5 萬 | 0.2% | −1,440−4.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,105 | $67.0 萬 | 0.2% | +30+1.0% | 加碼 | – |
| OKEONEOK Inc | COM | 8,716 | $71.1 萬 | 0.2% | −83−0.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,330 | $75.2 萬 | 0.2% | +166+7.7% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 132 | $76.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,683 | $76.6 萬 | 0.2% | −7−0.1% | 減碼 | – |
| DISWalt Disney Co | Stock | 6,266 | $77.7 萬 | 0.2% | −280−4.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,862 | $79.0 萬 | 0.2% | −42−0.4% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 8,386 | $84.2 萬 | 0.2% | +17+0.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $86.5 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 3,150 | $86.8 萬 | 0.2% | +270+9.4% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 23,288 | $87.3 萬 | 0.2% | −184−0.8% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,888 | $88.9 萬 | 0.2% | +351+3.3% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 5,713 | $89.1 萬 | 0.2% | +400+7.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,301 | $89.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 43,915 | $89.9 萬 | 0.2% | −3,172−6.7% | 減碼 | – |
| BACBank of America Corp | Stock | 19,072 | $90.2 萬 | 0.2% | +1,110+6.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,437 | $90.4 萬 | 0.2% | +313+2.6% | 加碼 | – |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 145,538 | $90.8 萬 | 0.2% | −79,264−35.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,824 | $91.4 萬 | 0.2% | −1,031−8.0% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 6,817 | $92.9 萬 | 0.2% | −197−2.8% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,974 | $93.1 萬 | 0.2% | +429+4.1% | 加碼 | – |
| TTTrane Technologies plc | SHS | 2,211 | $96.7 萬 | 0.3% | −502−18.5% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,832 | $99.0 萬 | 0.3% | −714−6.8% | 減碼 | – |
| CLXClorox Co | Stock | 8,302 | $99.7 萬 | 0.3% | +549+7.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,476 | $100.4 萬 | 0.3% | −15−0.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,222 | $101.5 萬 | 0.3% | −131−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,470 | $101.6 萬 | 0.3% | −196−2.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $102.6 萬 | 0.3% | +2,000+26.7% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 33,751 | $103.5 萬 | 0.3% | +33,751 | 新進 | – |
| STZConstellation Brands, Inc. | Stock | 6,529 | $106.2 萬 | 0.3% | −98−1.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,265 | $107.7 萬 | 0.3% | −273−1.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,906 | $110.4 萬 | 0.3% | +6,893+76.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $111.7 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 3,502 | $111.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,027 | $112.7 萬 | 0.3% | +82+2.1% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,544 | $113.5 萬 | 0.3% | −154−1.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $114.9 萬 | 0.3% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 14,602 | $115.6 萬 | 0.3% | −110−0.7% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 20,535 | $116.1 萬 | 0.3% | +1,059+5.4% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 61,849 | $117.5 萬 | 0.3% | −8,376−11.9% | 減碼 | – |
| PCTPureCycle Technologies, Inc. | COM | 86,487 | $118.5 萬 | 0.3% | −39,335−31.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,104 | $118.9 萬 | 0.3% | −111−2.1% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 67,909 | $123.1 萬 | 0.3% | −222−0.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $126.3 萬 | 0.3% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 5,941 | $126.4 萬 | 0.3% | +748+14.4% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 28,807 | $129.8 萬 | 0.3% | +1,527+5.6% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,917 | $130.0 萬 | 0.3% | +29+0.1% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,431 | $134.5 萬 | 0.4% | +1,127+5.6% | 加碼 | – |
| COPConocoPhillips | Stock | 15,366 | $137.9 萬 | 0.4% | +886+6.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,730 | $144.5 萬 | 0.4% | −9−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,655 | $145.2 萬 | 0.4% | +560+13.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,994 | $145.6 萬 | 0.4% | −80−1.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,776 | $146.9 萬 | 0.4% | +805+3.2% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 21,767 | $155.1 萬 | 0.4% | +9,540+78.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 37,322 | $161.5 萬 | 0.4% | +5,809+18.4% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 17,868 | $162.4 萬 | 0.4% | +1,361+8.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,363 | $165.6 萬 | 0.4% | +142+0.9% | 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 | – |
| NFLXNetflix Inc | Stock | 1,275 | $170.7 萬 | 0.4% | +23+1.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,717 | $172.2 萬 | 0.4% | −203−5.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,442 | $177.7 萬 | 0.5% | −1,220−5.4% | 減碼 | – |
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 |