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 |
|---|---|---|---|---|---|---|---|
| ASBPAspire-Lakewood Holdings, Inc. | COM | 37,611 | $7,748 | <0.1% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 10,100 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGENCompugen Ltd | ORD | 10,000 | $1.47 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| REKRRekor Systems, Inc. | COM | 12,500 | $1.96 萬 | <0.1% | −5,000−28.6% | 減碼 | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 35,000 | $3.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NRGVEnergy Vault Holdings, Inc. | COM | 13,500 | $4.01 萬 | <0.1% | +13,500 | 新進 | 歷史 |
| WIMIWiMi Hologram Cloud Inc. | COM | 10,000 | $4.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 18,500 | $5.37 萬 | <0.1% | +18,500 | 新進 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 50,000 | $8.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 10,000 | $9.97 萬 | <0.1% | −1,000−9.1% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 10,000 | $11.4 萬 | <0.1% | −14,000−58.3% | 減碼 | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 14,051 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEXTNextDecade Corp | COM | 17,100 | $11.6 萬 | <0.1% | +17,100 | 新進 | 歷史 |
| MLGOMicroAlgo Inc. | COM | 14,800 | $13.5 萬 | <0.1% | +14,800 | 新進 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 33,901 | $15.4 萬 | <0.1% | −1,556−4.4% | 減碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 14,167 | $17.5 萬 | <0.1% | −1,009−6.6% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 2,424 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,413 | $20.0 萬 | <0.1% | +1,413 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 432 | $20.0 萬 | <0.1% | +432 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,144 | $20.4 萬 | <0.1% | −7−0.3% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 432 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WBSWebster Financial Corp | COM | 3,541 | $21.0 萬 | 0.1% | −377−9.6% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,515 | $21.1 萬 | 0.1% | +2,515 | 新進 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $21.3 萬 | 0.1% | +8,000 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,798 | $21.4 萬 | 0.1% | −244−11.9% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 9,237 | $21.5 萬 | 0.1% | −2,237−19.5% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 443 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 21,801 | $22.3 萬 | 0.1% | +9,915+83.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,131 | $22.4 萬 | 0.1% | −59−5.0% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,256 | $22.5 萬 | 0.1% | +1,256 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,488 | $23.1 萬 | 0.1% | −841−36.1% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,778 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 7,725 | $23.2 萬 | 0.1% | +7,725 | 新進 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,528 | $23.2 萬 | 0.1% | −2,456−49.3% | 減碼 | – |
| CDNSCadence Design Systems Inc | Stock | 667 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BZAIBlaize Holdings, Inc. | COM | 68,333 | $23.6 萬 | 0.1% | +68,333 | 新進 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 482 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,500 | $23.8 萬 | 0.1% | −199−7.4% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,017 | $24.3 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,530 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| DDSDillard's, Inc. | CL A | 400 | $24.6 萬 | 0.1% | +400 | 新進 | 歷史 |
| SGISomnigroup International Inc. | COM | 2,915 | $24.6 萬 | 0.1% | +2,915 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,040 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| IQVIQVIA Holdings Inc. | Stock | 1,320 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FNGRFingerMotion, Inc. | COM | 167,615 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 5,252 | $26.5 萬 | 0.1% | −98−1.8% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,367 | $26.5 萬 | 0.1% | −7,060−43.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,389 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,675 | $27.7 萬 | 0.1% | −310−6.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 8,306 | $27.9 萬 | 0.1% | −5,617−40.3% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,400 | $28.0 萬 | 0.1% | −9,700−60.2% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,871 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 6,330 | $28.9 萬 | 0.1% | −117−1.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,669 | $29.2 萬 | 0.1% | −317−6.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,634 | $29.2 萬 | 0.1% | −2,892−52.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 11,232 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 814 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,017 | $30.1 萬 | 0.1% | +574+23.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,845 | $30.1 萬 | 0.1% | −8,592−69.1% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 1,567 | $30.1 萬 | 0.1% | −744−32.2% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 18,900 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 4,024 | $30.3 萬 | 0.1% | −248−5.8% | 減碼 | 歷史 |
| BKHBlack Hills Corp | COM | 4,945 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 725 | $30.6 萬 | 0.1% | +6+0.8% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 19,072 | $30.7 萬 | 0.1% | +72+0.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,647 | $30.9 萬 | 0.1% | −15−0.9% | 減碼 | 歷史 |
| ORIOld Republic International Corp | COM | 7,510 | $31.9 萬 | 0.1% | +10+0.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,575 | $32.1 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,862 | $32.2 萬 | 0.1% | +1,862 | 新進 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,251 | $32.2 萬 | 0.1% | +40+0.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,863 | $32.3 萬 | 0.1% | +1,260+48.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,487 | $33.0 萬 | 0.1% | −175−4.8% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 5,371 | $34.8 萬 | 0.1% | −52−1.0% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 17,082 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 12,358 | $35.1 萬 | 0.1% | +54+0.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,260 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,176 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,230 | $35.7 萬 | 0.1% | +30+0.4% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 8,044 | $36.2 萬 | 0.1% | −395−4.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 812 | $36.3 萬 | 0.1% | +6+0.7% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 2,873 | $36.8 萬 | 0.1% | −491−14.6% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,499 | $37.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,109 | $37.7 萬 | 0.1% | +174+1.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,592 | $38.0 萬 | 0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,914 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 4,130 | $38.5 萬 | 0.1% | −22−0.5% | 減碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 14,624 | $38.8 萬 | 0.1% | −820−5.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,827 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| INODInnodata Inc | COM NEW | 5,075 | $39.1 萬 | 0.1% | +5,075 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,643 | $39.3 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,951 | $40.0 萬 | 0.1% | +12+0.6% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,407 | $40.3 萬 | 0.1% | −143−3.1% | 減碼 | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 11,955 | $40.8 萬 | 0.1% | −3,333−21.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| NVONovo Nordisk A S | ADR | 7,378 | $40.9 萬 | 0.1% | −182−2.4% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,769 | $41.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 12,540 | $44.5 萬 | 0.1% | −1,736−12.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,233 | $45.5 萬 | 0.1% | −36−1.6% | 減碼 | – |
| ACNAccenture plc | Stock | 1,875 | $46.2 萬 | 0.1% | +34+1.8% | 加碼 | 歷史 |
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 |