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 |
|---|---|---|---|---|---|---|---|
| ASBPAspire-Lakewood Holdings, Inc. | COM | 37,611 | $4,961 | <0.1% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 10,100 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WIMIWiMi Hologram Cloud Inc. | COM | 10,000 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MVSTMicrovast Holdings, Inc. | COM | 15,000 | $4.20 萬 | <0.1% | +15,000 | 新進 | 歷史 |
| NEXTNextDecade Corp | COM | 10,450 | $5.51 萬 | <0.1% | −6,650−38.9% | 減碼 | 歷史 |
| MLGOMicroAlgo Inc. | COM | 14,800 | $6.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 10,000 | $7.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGENCompugen Ltd | ORD | 50,000 | $7.65 萬 | <0.1% | +40,000+400.0% | 加碼 | 歷史 |
| Putnam ETF Trust746729763 | FRANKLIN NY MUNI | 11,757 | $9.22 萬 | <0.1% | +11,757 | 新進 | – |
| BZAIBlaize Holdings, Inc. | COM | 59,333 | $11.6 萬 | <0.1% | −9,000−13.2% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 10,400 | $11.9 萬 | <0.1% | +400+4.0% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 33,641 | $17.8 萬 | <0.1% | −260−0.8% | 減碼 | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 14,411 | $17.8 萬 | <0.1% | +244+1.7% | 加碼 | 歷史 |
| FNGRFingerMotion, Inc. | COM | 167,615 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 432 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 667 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,737 | $20.9 萬 | <0.1% | −61−3.4% | 減碼 | – |
| INTCIntel Corp | Stock | 5,685 | $21.0 萬 | <0.1% | −2,621−31.6% | 減碼 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 7,012 | $21.4 萬 | <0.1% | +7,012 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,921 | $21.5 萬 | <0.1% | +3,921 | 新進 | – |
| ADBEAdobe Inc. | Stock | 620 | $21.7 萬 | <0.1% | +620 | 新進 | 歷史 |
| EXASExact Sciences Corp | COM | 2,139 | $21.7 萬 | <0.1% | +2,139 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,073 | $21.8 萬 | <0.1% | +56+5.5% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,567 | $21.8 萬 | <0.1% | +52+2.1% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,938 | $21.9 萬 | <0.1% | +1,938 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,237 | $22.2 萬 | <0.1% | 00.0% | 不變 | – |
| WBSWebster Financial Corp | COM | 3,541 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,389 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 22,118 | $22.6 萬 | <0.1% | +317+1.5% | 加碼 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 6,500 | $22.7 萬 | <0.1% | −1,225−15.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 1,972 | $23.0 萬 | <0.1% | +1,972 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,317 | $23.1 萬 | <0.1% | −250−16.0% | 減碼 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $23.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SGISomnigroup International Inc. | COM | 2,615 | $23.3 萬 | <0.1% | −300−10.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 500 | $23.4 萬 | <0.1% | +57+12.9% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,048 | $23.6 萬 | 0.1% | −272−20.6% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,530 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 488 | $23.9 萬 | 0.1% | +6+1.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,505 | $24.1 萬 | 0.1% | +17+1.1% | 加碼 | 歷史 |
| DDSDillard's, Inc. | CL A | 400 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 12,057 | $24.4 萬 | 0.1% | −5,025−29.4% | 減碼 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 8,551 | $24.9 萬 | 0.1% | −6,073−41.5% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,626 | $24.9 萬 | 0.1% | −43−0.9% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,094 | $25.0 萬 | 0.1% | −273−2.9% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,040 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 5,252 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,492 | $25.2 萬 | 0.1% | +1,492 | 新進 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 335 | $25.9 萬 | 0.1% | +335 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 1,146 | $26.2 萬 | 0.1% | +15+1.3% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 747 | $26.9 萬 | 0.1% | +747 | 新進 | – |
| SYKStryker Corp | Stock | 769 | $27.0 萬 | 0.1% | −45−5.5% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,861 | $27.7 萬 | 0.1% | −10−0.3% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 4,273 | $27.9 萬 | 0.1% | +4,273 | 新進 | 歷史 |
| SOSouthern Co | Stock | 3,207 | $28.0 萬 | 0.1% | −280−8.0% | 減碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 19,000 | $28.2 萬 | 0.1% | −72−0.4% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,400 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| ILMNIllumina, Inc. | COM | 2,202 | $28.9 萬 | 0.1% | +58+2.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 11,232 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 18,030 | $30.2 萬 | 0.1% | −870−4.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,414 | $30.3 萬 | 0.1% | +1,414 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,657 | $30.7 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 6,321 | $31.1 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,468 | $31.5 萬 | 0.1% | +1,468 | 新進 | – |
| ORLYO Reilly Automotive Inc | Stock | 3,516 | $32.1 萬 | 0.1% | −127−3.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,144 | $32.9 萬 | 0.1% | +120+3.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,687 | $33.0 萬 | 0.1% | +53+2.0% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 5,329 | $33.6 萬 | 0.1% | −42−0.8% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,173 | $33.9 萬 | 0.1% | −3−0.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,235 | $34.0 萬 | 0.1% | +390+10.1% | 加碼 | – |
| BKHBlack Hills Corp | COM | 4,945 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 12,659 | $34.4 萬 | 0.1% | +301+2.4% | 加碼 | 歷史 |
| ORIOld Republic International Corp | COM | 7,580 | $34.6 萬 | 0.1% | +70+0.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,598 | $35.2 萬 | 0.1% | +23+0.6% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 8,137 | $35.5 萬 | 0.1% | +93+1.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,049 | $35.8 萬 | 0.1% | −358−8.1% | 減碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 2,631 | $35.9 萬 | 0.1% | +2,631 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,226 | $36.1 萬 | 0.1% | −601−7.7% | 減碼 | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $36.2 萬 | 0.1% | 00.0% | 不變 | – |
| AKAMAkamai Technologies Inc | COM | 4,211 | $36.7 萬 | 0.1% | −40−0.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,238 | $37.6 萬 | 0.1% | −22−1.7% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 4,117 | $38.1 萬 | 0.1% | −13−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,282 | $38.1 萬 | 0.1% | +173+1.1% | 加碼 | – |
| CMICummins Inc | Stock | 757 | $38.7 萬 | 0.1% | +32+4.4% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,042 | $38.8 萬 | 0.1% | +1,264+71.1% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,592 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 5,127 | $39.1 萬 | 0.1% | +2,110+69.9% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,366 | $39.9 萬 | 0.1% | +136+1.9% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 7,862 | $40.0 萬 | 0.1% | +484+6.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,583 | $40.7 萬 | 0.1% | −24−1.5% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,916 | $40.9 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,984 | $41.1 萬 | 0.1% | +111+3.9% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 11,843 | $43.3 萬 | 0.1% | −112−0.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 12,095 | $43.8 萬 | 0.1% | −445−3.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,626 | $45.9 萬 | 0.1% | +763+19.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 818 | $46.3 萬 | 0.1% | +6+0.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,898 | $46.9 萬 | 0.1% | +129+4.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,234 | $47.0 萬 | 0.1% | +10.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,136 | $47.1 萬 | 0.1% | −47−0.7% | 減碼 | – |
| INODInnodata Inc | COM NEW | 9,310 | $47.4 萬 | 0.1% | +4,235+83.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 447 | $47.8 萬 | 0.1% | 00.0% | 不變 | 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 |