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 |
|---|---|---|---|---|---|---|---|
| PNCPNC Financial Services Group, Inc. | Stock | 2,320 | $46.6 萬 | 0.1% | −245−9.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,183 | $46.9 萬 | 0.1% | +10.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,607 | $47.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,234 | $48.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,228 | $48.8 萬 | 0.1% | −152−2.4% | 減碼 | – |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 66,081 | $49.9 萬 | 0.1% | −79,457−54.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $50.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 447 | $52.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,135 | $53.1 萬 | 0.1% | +1+0.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 8,028 | $53.2 萬 | 0.1% | −85−1.0% | 減碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 11,690 | $53.5 萬 | 0.1% | +11,690 | 新進 | – |
| CRMTAmericas Carmart Inc | COM | 18,500 | $54.0 萬 | 0.1% | +14,000+311.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,207 | $54.2 萬 | 0.1% | −29−0.4% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,425 | $55.3 萬 | 0.1% | −105−1.4% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,391 | $56.0 萬 | 0.1% | −16−1.1% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 14,730 | $56.0 萬 | 0.1% | +229+1.6% | 加碼 | – |
| SHOPShopify Inc. | Stock | 3,815 | $56.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,234 | $56.8 萬 | 0.1% | +481+27.4% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 5,137 | $57.8 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,147 | $57.8 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,891 | $59.1 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 10,451 | $59.7 萬 | 0.1% | −73−0.7% | 減碼 | – |
| APHAmphenol Corp | CL A | 4,825 | $59.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 23,489 | $59.9 萬 | 0.1% | −855−3.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 21,296 | $60.1 萬 | 0.1% | −690−3.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 19,264 | $60.9 萬 | 0.1% | −14,487−42.9% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $60.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,875 | $61.5 萬 | 0.1% | −12−0.6% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,940 | $62.1 萬 | 0.1% | −9−0.5% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 2,648 | $62.8 萬 | 0.2% | −4,472−62.8% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 8,616 | $62.9 萬 | 0.2% | −100−1.1% | 減碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 27,945 | $63.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,847 | $65.4 萬 | 0.2% | −325−4.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,753 | $65.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 124 | $67.0 萬 | 0.2% | −8−6.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,968 | $68.3 萬 | 0.2% | −298−4.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,773 | $69.2 萬 | 0.2% | +1,179+10.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,827 | $72.6 萬 | 0.2% | +235+6.5% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,227 | $72.7 萬 | 0.2% | −456−8.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,592 | $73.1 萬 | 0.2% | +10.0% | 加碼 | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 69,503 | $73.6 萬 | 0.2% | +11,140+19.1% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,260 | $74.4 萬 | 0.2% | −70−3.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,100 | $74.6 萬 | 0.2% | −613−10.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,220 | $77.9 萬 | 0.2% | +115+3.7% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 12,036 | $82.4 萬 | 0.2% | −3,870−24.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,768 | $84.1 萬 | 0.2% | −1,056−8.9% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 8,378 | $84.2 萬 | 0.2% | −8−0.1% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,407 | $86.3 萬 | 0.2% | −122−1.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $90.2 萬 | 0.2% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 2,211 | $93.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 24,933 | $94.6 萬 | 0.2% | +1,645+7.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 7,083 | $94.9 萬 | 0.2% | −387−5.2% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,551 | $95.4 萬 | 0.2% | −1,179−43.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,788 | $96.4 萬 | 0.2% | −186−1.7% | 減碼 | – |
| BACBank of America Corp | Stock | 19,119 | $98.6 萬 | 0.2% | +47+0.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,991 | $99.2 萬 | 0.2% | −1,274−5.5% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,580 | $101.0 萬 | 0.2% | +692+6.4% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,825 | $101.3 萬 | 0.2% | −7−0.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 50,160 | $102.9 萬 | 0.2% | +6,245+14.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 7,436 | $105.7 萬 | 0.3% | −1,108−13.0% | 減碼 | – |
| HONHoneywell International Inc | COM | 5,038 | $106.1 萬 | 0.3% | −66−1.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,540 | $106.5 萬 | 0.3% | −7,500−67.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $106.7 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 3,241 | $106.9 萬 | 0.3% | +91+2.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,840 | $107.8 萬 | 0.3% | −1,762−12.1% | 減碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 34,481 | $108.6 萬 | 0.3% | +3,395+10.9% | 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 | – |
| WFCWells Fargo & Company | Stock | 13,098 | $109.8 萬 | 0.3% | +3,236+32.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,309 | $110.2 萬 | 0.3% | +8+0.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,404 | $113.1 萬 | 0.3% | −98−2.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 7,982 | $115.4 萬 | 0.3% | −240−2.9% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 67,895 | $116.5 萬 | 0.3% | −140.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $118.3 萬 | 0.3% | 00.0% | 不變 | – |
| CLXClorox Co | Stock | 9,695 | $119.5 萬 | 0.3% | +1,393+16.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,476 | $120.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $121.2 萬 | 0.3% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 5,942 | $126.3 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,038 | $128.4 萬 | 0.3% | +221+3.2% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 97,799 | $128.6 萬 | 0.3% | +11,312+13.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 41,947 | $131.2 萬 | 0.3% | +30+0.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,145 | $132.1 萬 | 0.3% | +151+1.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $134.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,621 | $135.7 萬 | 0.3% | +594+14.8% | 加碼 | – |
| DDominion Energy, Inc | Stock | 23,448 | $143.4 萬 | 0.3% | +2,913+14.2% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 31,583 | $145.5 萬 | 0.3% | +2,776+9.6% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,276 | $153.0 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 22,917 | $154.1 萬 | 0.4% | +1,486+6.9% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 19,954 | $159.5 萬 | 0.4% | +2,086+11.7% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,279 | $159.9 萬 | 0.4% | −2,163−10.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 36,438 | $160.1 萬 | 0.4% | −884−2.4% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 16,989 | $160.7 萬 | 0.4% | +1,623+10.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,292 | $169.5 萬 | 0.4% | +2,516+9.8% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 23,311 | $170.8 萬 | 0.4% | +1,544+7.1% | 加碼 | – |
| MAMastercard Inc | Stock | 3,084 | $175.4 萬 | 0.4% | −119−3.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,639 | $176.3 萬 | 0.4% | +276+1.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,137 | $177.4 萬 | 0.4% | +482+10.4% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 72,149 | $182.8 萬 | 0.4% | −1,610−2.2% | 減碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 95,962 | $184.3 萬 | 0.4% | +8,535+9.8% | 加碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 26,297 | $189.3 萬 | 0.5% | −183−0.7% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 3,990 | $194.2 萬 | 0.5% | +299+8.1% | 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 |