Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/29 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 256
- 較 2025 年第 2 季 −3
- 總值
- $4.17 億
- 較 2025 年第 2 季 +$3,428 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 138,755 | $3,533 萬 | 8.5% | −425−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,618 | $1,845 萬 | 4.4% | −92−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 70,681 | $1,319 萬 | 3.2% | −467−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 58,065 | $1,275 萬 | 3.1% | +1,511+2.7% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 196,128 | $1,008 萬 | 2.4% | +29,746+17.9% | 加碼 | – |
| APOApollo Global Management, Inc. | COM | 69,962 | $932.4 萬 | 2.2% | +891+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,753 | $907.0 萬 | 2.2% | +508+1.8% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 322,726 | $881.0 萬 | 2.1% | +12,801+4.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,197 | $816.4 萬 | 2.0% | +7+0.1% | 加碼 | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 319,850 | $812.1 萬 | 1.9% | +42,758+15.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,245 | $766.4 萬 | 1.8% | +408+2.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,124 | $743.5 萬 | 1.8% | +168+1.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,182 | $719.7 萬 | 1.7% | +912+6.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 26,143 | $635.5 萬 | 1.5% | +642+2.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,622 | $589.3 萬 | 1.4% | −370−3.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 23,764 | $578.8 萬 | 1.4% | −97−0.4% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 82,496 | $564.8 萬 | 1.4% | +27,699+50.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,953 | $529.8 萬 | 1.3% | +1,157+17.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,812 | $518.5 萬 | 1.2% | +1,309+13.8% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,508 | $438.6 萬 | 1.1% | +196+3.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,873 | $424.1 萬 | 1.0% | +606+2.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 25,312 | $423.6 萬 | 1.0% | +509+2.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,370 | $422.3 萬 | 1.0% | +427+3.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 23,956 | $409.3 萬 | 1.0% | +998+4.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 26,205 | $406.9 萬 | 1.0% | +1,045+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,233 | $374.1 萬 | 0.9% | +288+3.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,819 | $341.4 萬 | 0.8% | +589+3.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,623 | $335.3 萬 | 0.8% | −38−1.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,066 | $322.3 萬 | 0.8% | +467+5.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,855 | $308.0 萬 | 0.7% | −141−0.6% | 減碼 | – |
| NEENextera Energy Inc | Stock | 40,421 | $305.1 萬 | 0.7% | +1,979+5.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 21,195 | $283.8 萬 | 0.7% | +16+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,041 | $282.4 萬 | 0.7% | −775−7.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 9,812 | $276.9 萬 | 0.7% | +606+6.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 43,539 | $275.8 萬 | 0.7% | +2,602+6.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,734 | $272.5 萬 | 0.7% | +689+4.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,031 | $267.3 萬 | 0.6% | +1,048+5.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,678 | $263.7 萬 | 0.6% | +449+5.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,212 | $252.9 萬 | 0.6% | +397+10.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 23,933 | $246.7 萬 | 0.6% | −498−2.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 19,451 | $240.7 萬 | 0.6% | +1,331+7.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,880 | $233.5 萬 | 0.6% | −510−4.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,026 | $232.1 萬 | 0.6% | −241−2.3% | 減碼 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 89,820 | $231.7 萬 | 0.6% | +16,299+22.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 35,482 | $230.6 萬 | 0.6% | +2,251+6.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 23,529 | $224.1 萬 | 0.5% | +1,695+7.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 18,774 | $215.0 萬 | 0.5% | +16,647+782.7% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 63,022 | $214.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,801 | $213.7 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,400 | $208.8 萬 | 0.5% | +597+8.8% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 43,921 | $208.7 萬 | 0.5% | −5,486−11.1% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 4,111 | $205.2 萬 | 0.5% | +394+10.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 23,267 | $196.8 萬 | 0.5% | −391−1.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,942 | $195.9 萬 | 0.5% | −1,440−17.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,030 | $195.5 萬 | 0.5% | +404+1.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 7,164 | $195.4 萬 | 0.5% | +6,249+683.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,990 | $194.2 萬 | 0.5% | +299+8.1% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 26,297 | $189.3 萬 | 0.5% | −183−0.7% | 減碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 95,962 | $184.3 萬 | 0.4% | +8,535+9.8% | 加碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 72,149 | $182.8 萬 | 0.4% | −1,610−2.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,137 | $177.4 萬 | 0.4% | +482+10.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,639 | $176.3 萬 | 0.4% | +276+1.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,084 | $175.4 萬 | 0.4% | −119−3.7% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 23,311 | $170.8 萬 | 0.4% | +1,544+7.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,292 | $169.5 萬 | 0.4% | +2,516+9.8% | 加碼 | – |
| COPConocoPhillips | Stock | 16,989 | $160.7 萬 | 0.4% | +1,623+10.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 36,438 | $160.1 萬 | 0.4% | −884−2.4% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,279 | $159.9 萬 | 0.4% | −2,163−10.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 19,954 | $159.5 萬 | 0.4% | +2,086+11.7% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 22,917 | $154.1 萬 | 0.4% | +1,486+6.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,276 | $153.0 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 31,583 | $145.5 萬 | 0.3% | +2,776+9.6% | 加碼 | – |
| DDominion Energy, Inc | Stock | 23,448 | $143.4 萬 | 0.3% | +2,913+14.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,621 | $135.7 萬 | 0.3% | +594+14.8% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $134.0 萬 | 0.3% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 8,145 | $132.1 萬 | 0.3% | +151+1.9% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 41,947 | $131.2 萬 | 0.3% | +30+0.1% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 97,799 | $128.6 萬 | 0.3% | +11,312+13.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,038 | $128.4 萬 | 0.3% | +221+3.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 5,942 | $126.3 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $121.2 萬 | 0.3% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,476 | $120.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 9,695 | $119.5 萬 | 0.3% | +1,393+16.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $118.3 萬 | 0.3% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 67,895 | $116.5 萬 | 0.3% | −140.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 7,982 | $115.4 萬 | 0.3% | −240−2.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,404 | $113.1 萬 | 0.3% | −98−2.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,309 | $110.2 萬 | 0.3% | +8+0.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,098 | $109.8 萬 | 0.3% | +3,236+32.8% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 56,531 | $109.3 萬 | 0.3% | −5,318−8.6% | 減碼 | – |
| ETHAiShares Ethereum Trust ETF | SHS | 34,481 | $108.6 萬 | 0.3% | +3,395+10.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,840 | $107.8 萬 | 0.3% | −1,762−12.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,241 | $106.9 萬 | 0.3% | +91+2.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $106.7 萬 | 0.3% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 3,540 | $106.5 萬 | 0.3% | −7,500−67.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,038 | $106.1 萬 | 0.3% | −66−1.3% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,436 | $105.7 萬 | 0.3% | −1,108−13.0% | 減碼 | – |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 50,160 | $102.9 萬 | 0.2% | +6,245+14.2% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,825 | $101.3 萬 | 0.2% | −7−0.1% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,580 | $101.0 萬 | 0.2% | +692+6.4% | 加碼 | – |
2025 年第 2 季之後清倉（20 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 7,500 | $38.2 萬 | 0.1% | – |
| WRBBerkley W R Corp | COM | 4,311 | $31.7 萬 | 0.1% | 歷史 |
| WSOWatsco Inc | COM | 685 | $30.3 萬 | 0.1% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,585 | $26.6 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 7,012 | $25.0 萬 | 0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 9,259 | $24.5 萬 | 0.1% | 歷史 |
| CMSCMS Energy Corp | COM | 3,519 | $24.4 萬 | 0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,286 | $24.2 萬 | 0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 4,700 | $23.0 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,075 | $22.9 萬 | 0.1% | 歷史 |
| CICigna Group | Stock | 659 | $21.8 萬 | 0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,011 | $21.4 萬 | 0.1% | – |
| ASMLASML Holding NV | ADR | 257 | $20.6 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 526 | $20.5 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 758 | $20.2 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,500 | $20.0 萬 | 0.1% | – |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,125 | $19.7 萬 | 0.1% | 歷史 |
| MLGOMicroAlgo Inc. | ORD SHS | 240,000 | $12.2 萬 | <0.1% | 歷史 |
| CTOSCustom Truck One Source, Inc. | COM CL A | 20,000 | $9.88 萬 | <0.1% | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 10,150 | $6.98 萬 | <0.1% | 歷史 |