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 |
|---|---|---|---|---|---|---|---|
| PNCPNC Financial Services Group, Inc. | Stock | 2,323 | $48.5 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,483 | $48.9 萬 | 0.1% | +276+3.4% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,404 | $49.6 萬 | 0.1% | −856−37.9% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $50.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMTAmericas Carmart Inc | COM | 20,400 | $51.5 萬 | 0.1% | +1,900+10.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,009 | $51.6 萬 | 0.1% | +58+3.0% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,394 | $54.5 萬 | 0.1% | −31−0.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,712 | $54.5 萬 | 0.1% | −41−2.3% | 減碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 7,664 | $54.9 萬 | 0.1% | +7,664 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 22,277 | $55.3 萬 | 0.1% | +981+4.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,207 | $55.6 萬 | 0.1% | +60+1.9% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,074 | $55.6 萬 | 0.1% | +199+10.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,060 | $56.3 萬 | 0.1% | +32+0.4% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 21,552 | $56.7 萬 | 0.1% | +21,552 | 新進 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,391 | $57.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,249 | $58.0 萬 | 0.1% | +15+0.7% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 4,631 | $58.3 萬 | 0.1% | −469−9.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 23,598 | $58.8 萬 | 0.1% | +109+0.5% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,903 | $59.0 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,304 | $59.1 萬 | 0.1% | +70+5.7% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,166 | $59.6 萬 | 0.1% | +29+0.6% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 7,669 | $59.6 萬 | 0.1% | +1,441+23.1% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 15,693 | $60.1 萬 | 0.1% | +963+6.5% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $60.3 萬 | 0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 3,764 | $60.6 萬 | 0.1% | −51−1.3% | 減碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 12,576 | $60.6 萬 | 0.1% | +886+7.6% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 2,343 | $62.1 萬 | 0.1% | −305−11.5% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,940 | $62.7 萬 | 0.1% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 8,673 | $63.7 萬 | 0.1% | +57+0.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,893 | $66.1 萬 | 0.1% | +68+1.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,227 | $68.6 萬 | 0.1% | −1,313−37.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,976 | $69.7 萬 | 0.1% | +129+1.9% | 加碼 | 歷史 |
| Tidal Trust II88636R479 | DEFIA AI PWR ETF | 31,543 | $69.8 萬 | 0.1% | +31,543 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,495 | $70.7 萬 | 0.2% | +360+31.7% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 134 | $71.8 萬 | 0.2% | +10+8.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,143 | $71.8 萬 | 0.2% | +268+14.3% | 加碼 | – |
| DISWalt Disney Co | Stock | 6,379 | $72.6 萬 | 0.2% | +411+6.9% | 加碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 34,444 | $74.8 萬 | 0.2% | +6,499+23.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,261 | $75.7 萬 | 0.2% | +77+1.5% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,845 | $76.7 萬 | 0.2% | −923−8.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,620 | $78.0 萬 | 0.2% | +3,169+30.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,118 | $79.2 萬 | 0.2% | −109−2.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,039 | $80.9 萬 | 0.2% | +2,266+17.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,295 | $81.1 萬 | 0.2% | +75+2.3% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 8,490 | $84.3 萬 | 0.2% | +112+1.3% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 2,211 | $86.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $89.0 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 7,107 | $89.0 萬 | 0.2% | +24+0.3% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,541 | $90.2 萬 | 0.2% | +134+2.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 19,060 | $91.4 萬 | 0.2% | −24,861−56.6% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 12,358 | $95.2 萬 | 0.2% | +322+2.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 17,535 | $96.4 萬 | 0.2% | −1,584−8.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,952 | $96.6 萬 | 0.2% | −86−1.7% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 9,712 | $97.9 萬 | 0.2% | +17+0.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 23,401 | $99.9 萬 | 0.2% | +241+1.0% | 加碼依 2 比 1 拆股換算 | – |
| GEVGE Vernova Inc. | Stock | 1,529 | $99.9 萬 | 0.2% | −22−1.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,437 | $100.3 萬 | 0.2% | +861+4.0% | 加碼依 2 比 1 拆股換算 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,752 | $101.5 萬 | 0.2% | −73−0.7% | 減碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $103.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 7,437 | $105.0 萬 | 0.2% | +10.0% | 加碼 | – |
| ETHAiShares Ethereum Trust ETF | SHS | 47,881 | $107.4 萬 | 0.2% | +13,400+38.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,596 | $108.1 萬 | 0.2% | −1,502−11.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,224 | $109.1 萬 | 0.2% | −1,767−8.0% | 減碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 153,007 | $109.6 萬 | 0.2% | +86,926+131.5% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,529 | $113.0 萬 | 0.2% | +634+0.9% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 30,217 | $113.6 萬 | 0.2% | +5,284+21.2% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $119.8 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 3,510 | $121.5 萬 | 0.3% | +269+8.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 59,570 | $122.1 萬 | 0.3% | +9,410+18.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,517 | $124.5 萬 | 0.3% | +16+0.2% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 64,525 | $125.1 萬 | 0.3% | +7,994+14.1% | 加碼 | – |
| 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 |
| TJXTJX Companies Inc | Stock | 8,205 | $126.0 萬 | 0.3% | +223+2.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,422 | $126.6 萬 | 0.3% | +18+0.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,940 | $127.4 萬 | 0.3% | −205−2.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,249 | $128.9 萬 | 0.3% | −60−2.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,247 | $130.2 萬 | 0.3% | −229−9.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,487 | $131.4 萬 | 0.3% | −353−2.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,411 | $131.7 萬 | 0.3% | +373+5.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,039 | $132.8 萬 | 0.3% | −3,240−16.8% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $133.1 萬 | 0.3% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,977 | $134.6 萬 | 0.3% | +30+0.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 5,989 | $145.1 萬 | 0.3% | +47+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,064 | $147.0 萬 | 0.3% | +443+9.6% | 加碼 | – |
| DDominion Energy, Inc | Stock | 25,363 | $148.6 萬 | 0.3% | +1,915+8.2% | 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 | – |
| VZVerizon Communications Inc | Stock | 37,737 | $153.7 萬 | 0.3% | +1,299+3.6% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 31,685 | $157.3 萬 | 0.3% | −3,797−10.7% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,198 | $157.8 萬 | 0.3% | +8,336+447.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,141 | $159.2 萬 | 0.3% | +187+0.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 17,541 | $164.2 萬 | 0.3% | +552+3.2% | 加碼 | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 163,235 | $166.3 萬 | 0.4% | +93,732+134.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,770 | $167.2 萬 | 0.4% | −394−5.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,026 | $172.8 萬 | 0.4% | −58−1.9% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 204,442 | $175.6 萬 | 0.4% | +106,643+109.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,342 | $176.4 萬 | 0.4% | +205+4.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 27,850 | $177.4 萬 | 0.4% | −180−0.6% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 37,805 | $184.0 萬 | 0.4% | +6,222+19.7% | 加碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,735 | $185.9 萬 | 0.4% | +1,586+2.2% | 加碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 26,186 | $186.9 萬 | 0.4% | −111−0.4% | 減碼 | – |
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 |