Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 260
- 較 2025 年第 3 季 +4
- 總值
- $4.70 億
- 較 2025 年第 3 季 +$5,234 萬 (+12.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 143,126 | $3,891 萬 | 8.3% | +4,371+3.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 117,204 | $2,186 萬 | 4.7% | +46,523+65.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,672 | $1,870 萬 | 4.0% | +3,054+8.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 62,282 | $1,438 萬 | 3.1% | +4,217+7.3% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 249,401 | $1,283 萬 | 2.7% | +53,273+27.2% | 加碼 | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 456,337 | $1,159 萬 | 2.5% | +136,487+42.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 350,652 | $961.8 萬 | 2.0% | +27,926+8.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 29,102 | $937.7 萬 | 2.0% | +349+1.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 62,422 | $903.6 萬 | 1.9% | −7,540−10.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12,289 | $841.7 萬 | 1.8% | +92+0.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 26,693 | $835.5 萬 | 1.8% | +550+2.1% | 加碼 | 歷史 |
| Series Portfolios Tr81752T411 | EQUAB EQUIT ETF | 275,925 | $809.4 萬 | 1.7% | +275,925 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 12,027 | $793.9 萬 | 1.7% | +1,903+18.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,553 | $781.8 萬 | 1.7% | +308+2.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,469 | $736.5 萬 | 1.6% | −295−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 15,885 | $714.4 萬 | 1.5% | −297−1.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,626 | $666.4 萬 | 1.4% | +1,004+10.4% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 93,873 | $654.0 萬 | 1.4% | +11,377+13.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,129 | $591.7 萬 | 1.3% | +1,317+12.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,254 | $562.8 萬 | 1.2% | +301+3.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,550 | $487.9 萬 | 1.0% | +42+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,408 | $484.4 萬 | 1.0% | +535+2.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 25,641 | $470.3 萬 | 1.0% | +329+1.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,845 | $450.5 萬 | 1.0% | +475+3.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,275 | $407.2 萬 | 0.9% | +1,209+13.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 26,389 | $402.2 萬 | 0.9% | +184+0.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 24,968 | $384.9 萬 | 0.8% | +1,012+4.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 21,260 | $363.9 萬 | 0.8% | +65+0.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 16,354 | $355.1 萬 | 0.8% | +535+3.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 41,104 | $330.0 萬 | 0.7% | +683+1.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,398 | $323.4 萬 | 0.7% | +165+1.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,855 | $313.7 萬 | 0.7% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 9,905 | $309.1 萬 | 0.7% | +93+0.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 24,030 | $306.8 萬 | 0.7% | +5,256+28.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,548 | $306.0 萬 | 0.7% | −75−2.1% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 96,454 | $298.6 萬 | 0.6% | +77,190+400.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 19,530 | $280.3 萬 | 0.6% | +499+2.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,097 | $278.0 萬 | 0.6% | +419+4.8% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 45,214 | $271.8 萬 | 0.6% | +1,675+3.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,195 | $269.6 萬 | 0.6% | +262+1.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,472 | $265.7 萬 | 0.6% | −329−11.7% | 減碼 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 106,192 | $263.6 萬 | 0.6% | +16,372+18.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 18,021 | $258.3 萬 | 0.5% | +287+1.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,172 | $256.3 萬 | 0.5% | −40−0.9% | 減碼 | – |
| AMGNAmgen Inc | Stock | 7,784 | $254.8 萬 | 0.5% | +384+5.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 20,489 | $240.1 萬 | 0.5% | +1,038+5.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,853 | $238.7 萬 | 0.5% | +1,324+5.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,144 | $231.8 萬 | 0.5% | +118+1.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,811 | $226.9 萬 | 0.5% | −69−0.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,208 | $219.9 萬 | 0.5% | +218+5.5% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 66,996 | $218.8 萬 | 0.5% | +3,974+6.3% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 28,820 | $216.3 萬 | 0.5% | +5,509+23.6% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 25,085 | $211.2 萬 | 0.4% | +1,818+7.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,332 | $209.5 萬 | 0.4% | +221+5.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 108,365 | $208.0 萬 | 0.4% | +12,403+12.9% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 6,898 | $204.3 萬 | 0.4% | −44−0.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,370 | $202.2 萬 | 0.4% | +4,078+14.4% | 加碼 | – |
| ORCLOracle Corp | Stock | 10,169 | $198.2 萬 | 0.4% | +128+1.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 28,013 | $194.6 萬 | 0.4% | +5,096+22.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,763 | $189.7 萬 | 0.4% | +124+0.8% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 26,186 | $186.9 萬 | 0.4% | −111−0.4% | 減碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,735 | $185.9 萬 | 0.4% | +1,586+2.2% | 加碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 37,805 | $184.0 萬 | 0.4% | +6,222+19.7% | 加碼 | – |
| NKENIKE, Inc. | Stock | 27,850 | $177.4 萬 | 0.4% | −180−0.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,342 | $176.4 萬 | 0.4% | +205+4.0% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 204,442 | $175.6 萬 | 0.4% | +106,643+109.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,026 | $172.8 萬 | 0.4% | −58−1.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,770 | $167.2 萬 | 0.4% | −394−5.5% | 減碼 | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 163,235 | $166.3 萬 | 0.4% | +93,732+134.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 17,541 | $164.2 萬 | 0.3% | +552+3.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,141 | $159.2 萬 | 0.3% | +187+0.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,198 | $157.8 萬 | 0.3% | +8,336+447.7% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 31,685 | $157.3 萬 | 0.3% | −3,797−10.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 37,737 | $153.7 萬 | 0.3% | +1,299+3.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,846 | $150.3 萬 | 0.3% | +4,019+105.0% | 加碼 | – |
| DDominion Energy, Inc | Stock | 25,363 | $148.6 萬 | 0.3% | +1,915+8.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,064 | $147.0 萬 | 0.3% | +443+9.6% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 5,989 | $145.1 萬 | 0.3% | +47+0.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 41,977 | $134.6 萬 | 0.3% | +30+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $133.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,039 | $132.8 萬 | 0.3% | −3,240−16.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 7,411 | $131.7 萬 | 0.3% | +373+5.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,487 | $131.4 萬 | 0.3% | −353−2.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,247 | $130.2 萬 | 0.3% | −229−9.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,249 | $128.9 萬 | 0.3% | −60−2.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,940 | $127.4 萬 | 0.3% | −205−2.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,422 | $126.6 萬 | 0.3% | +18+0.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,205 | $126.0 萬 | 0.3% | +223+2.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 13,404 | $125.7 萬 | 0.3% | +644+5.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 64,525 | $125.1 萬 | 0.3% | +7,994+14.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,517 | $124.5 萬 | 0.3% | +16+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 59,570 | $122.1 萬 | 0.3% | +9,410+18.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,510 | $121.5 萬 | 0.3% | +269+8.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $119.8 萬 | 0.3% | 00.0% | 不變 | – |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 30,217 | $113.6 萬 | 0.2% | +5,284+21.2% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,529 | $113.0 萬 | 0.2% | +634+0.9% | 加碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 153,007 | $109.6 萬 | 0.2% | +86,926+131.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,224 | $109.1 萬 | 0.2% | −1,767−8.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,596 | $108.1 萬 | 0.2% | −1,502−11.5% | 減碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 47,881 | $107.4 萬 | 0.2% | +13,400+38.9% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（15 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,499 | $37.4 萬 | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 4,675 | $27.7 萬 | 0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $24.0 萬 | 0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,500 | $23.8 萬 | 0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,528 | $23.2 萬 | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,256 | $22.5 萬 | 0.1% | 歷史 |
| RACEFerrari N.V. | COM | 432 | $20.9 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,413 | $20.0 萬 | <0.1% | 歷史 |
| IRIngersoll Rand Inc. | COM | 2,424 | $20.0 萬 | <0.1% | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 14,051 | $11.5 萬 | <0.1% | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 50,000 | $8.65 萬 | <0.1% | 歷史 |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 18,500 | $5.37 萬 | <0.1% | 歷史 |
| NRGVEnergy Vault Holdings, Inc. | COM | 13,500 | $4.01 萬 | <0.1% | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 35,000 | $3.27 萬 | <0.1% | 歷史 |
| REKRRekor Systems, Inc. | COM | 12,500 | $1.96 萬 | <0.1% | 歷史 |