Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/27 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 343
- 較 2025 年第 4 季 +83
- 總值
- $5.18 億
- 較 2025 年第 4 季 +$4,886 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 150,464 | $3,819 萬 | 7.4% | +7,338+5.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 130,662 | $2,279 萬 | 4.4% | +13,458+11.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 42,594 | $1,577 萬 | 3.0% | +3,922+10.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,595 | $1,429 萬 | 2.8% | +6,313+10.1% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 260,234 | $1,326 萬 | 2.6% | +10,833+4.3% | 加碼 | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 480,861 | $1,209 萬 | 2.3% | +24,524+5.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 381,586 | $1,171 萬 | 2.3% | +30,934+8.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,598 | $1,019 萬 | 2.0% | +3,309+26.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 31,291 | $920.5 萬 | 1.8% | +2,189+7.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 29,333 | $843.5 萬 | 1.6% | +2,640+9.9% | 加碼 | 歷史 |
| Series Portfolios Tr81752T411 | EQUAB EQUIT ETF | 279,617 | $810.3 萬 | 1.6% | +3,692+1.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,411 | $786.4 萬 | 1.5% | +858+5.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,449 | $769.4 萬 | 1.5% | +1,422+11.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,637 | $735.4 萬 | 1.4% | +2,168+9.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 64,877 | $722.9 萬 | 1.4% | +2,455+3.9% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 100,049 | $711.7 萬 | 1.4% | +6,176+6.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 19,025 | $707.2 萬 | 1.4% | +3,140+19.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,544 | $624.4 萬 | 1.2% | +2,136+9.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,403 | $621.6 萬 | 1.2% | −223−2.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,865 | $562.0 萬 | 1.1% | +736+6.1% | 加碼 | – |
| CVXChevron Corp | Stock | 26,605 | $550.5 萬 | 1.1% | +216+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 26,613 | $513.4 萬 | 1.0% | +972+3.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,627 | $500.3 萬 | 1.0% | +1,352+13.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,838 | $493.9 萬 | 1.0% | +288+5.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,159 | $465.6 萬 | 0.9% | −1,095−13.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 21,477 | $458.9 萬 | 0.9% | +217+1.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 38,003 | $437.0 萬 | 0.8% | +13,035+52.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,694 | $413.9 萬 | 0.8% | +849+6.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 41,938 | $389.5 萬 | 0.8% | +834+2.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,816 | $380.3 萬 | 0.7% | +268+7.6% | 加碼 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 121,019 | $375.3 萬 | 0.7% | +14,827+14.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 54,707 | $365.3 萬 | 0.7% | +54,707 | 新進 | – |
| HDHome Depot, Inc. | Stock | 10,264 | $337.6 萬 | 0.7% | +866+9.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 16,867 | $335.7 萬 | 0.6% | +513+3.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 10,232 | $333.5 萬 | 0.6% | +327+3.3% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 45,820 | $333.5 萬 | 0.6% | +606+1.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,208 | $329.3 萬 | 0.6% | +1,678+8.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 26,449 | $328.7 萬 | 0.6% | +2,254+9.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 24,684 | $326.3 萬 | 0.6% | +654+2.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,855 | $323.7 萬 | 0.6% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 10,006 | $311.0 萬 | 0.6% | +909+10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,807 | $300.5 萬 | 0.6% | +2,786+15.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,387 | $295.1 萬 | 0.6% | +603+7.7% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 96,454 | $292.4 萬 | 0.6% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 17,177 | $291.4 萬 | 0.6% | +1,414+9.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 21,186 | $277.4 萬 | 0.5% | +697+3.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,485 | $271.0 萬 | 0.5% | +153+3.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 29,529 | $264.5 萬 | 0.5% | +4,444+17.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 19,946 | $263.3 萬 | 0.5% | +2,405+13.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,197 | $247.4 萬 | 0.5% | +386+3.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,590 | $238.2 萬 | 0.5% | +118+4.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,844 | $235.8 萬 | 0.5% | +700+6.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,116 | $235.8 萬 | 0.5% | +1,346+19.9% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 30,466 | $229.1 萬 | 0.4% | +1,646+5.7% | 加碼 | – |
| MDTMedtronic plc | Stock | 26,287 | $227.8 萬 | 0.4% | +1,434+5.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,931 | $226.9 萬 | 0.4% | −241−5.8% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 31,671 | $216.3 萬 | 0.4% | +3,658+13.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,708 | $216.0 萬 | 0.4% | +1,338+4.1% | 加碼 | – |
| TYTRI-CONTINENTAL Corp | COM | 66,996 | $211.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 43,788 | $210.8 萬 | 0.4% | +5,983+15.8% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 10,897 | $196.4 萬 | 0.4% | +699+6.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,560 | $194.0 萬 | 0.4% | +352+8.4% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 22,555 | $192.2 萬 | 0.4% | +2,414+12.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 94,307 | $191.4 萬 | 0.4% | +34,737+58.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 99,598 | $188.6 萬 | 0.4% | −8,767−8.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 6,893 | $186.5 萬 | 0.4% | +1,551+29.0% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,735 | $185.7 萬 | 0.4% | 00.0% | 不變 | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 173,235 | $179.8 萬 | 0.3% | +10,000+6.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 35,774 | $179.6 萬 | 0.3% | −1,963−5.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,527 | $179.1 萬 | 0.3% | +278+12.4% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 24,626 | $175.2 萬 | 0.3% | −1,560−6.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,614 | $173.7 萬 | 0.3% | +2,104+59.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,432 | $173.6 萬 | 0.3% | +1,945+15.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,047 | $170.8 萬 | 0.3% | +149+2.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,405 | $170.1 萬 | 0.3% | +379+12.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 27,438 | $168.1 萬 | 0.3% | +5,001+22.3% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 43,636 | $167.7 萬 | 0.3% | +11,951+37.7% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 26,757 | $165.4 萬 | 0.3% | +1,394+5.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 30,974 | $163.6 萬 | 0.3% | +3,124+11.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,408 | $155.3 萬 | 0.3% | +344+6.8% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 40,487 | $153.2 萬 | 0.3% | −1,490−3.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,249 | $150.8 萬 | 0.3% | +80+0.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,177 | $146.6 萬 | 0.3% | +972+11.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,465 | $145.6 萬 | 0.3% | +14,465 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 8,752 | $144.7 萬 | 0.3% | +812+10.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $143.0 萬 | 0.3% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 1,619 | $141.3 萬 | 0.3% | +90+5.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 14,489 | $139.3 萬 | 0.3% | +1,085+8.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,498 | $138.9 萬 | 0.3% | +2,087+28.2% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 13,264 | $137.5 萬 | 0.3% | +3,552+36.6% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 69,115 | $133.4 萬 | 0.3% | +586+0.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,517 | $130.5 萬 | 0.3% | +1,293+6.4% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,571 | $129.8 萬 | 0.3% | +1,134+15.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,527 | $128.1 萬 | 0.2% | +10+0.2% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 66,481 | $126.3 萬 | 0.2% | +1,956+3.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 27,506 | $126.2 萬 | 0.2% | +4,105+17.5% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 6,753 | $123.2 萬 | 0.2% | +764+12.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,436 | $122.9 萬 | 0.2% | +484+9.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $121.5 萬 | 0.2% | 00.0% | 不變 | – |
| STZConstellation Brands, Inc. | Stock | 8,053 | $120.8 萬 | 0.2% | +1,512+23.1% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| DISWalt Disney Co | Stock | – | $28.9 萬 |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INODInnodata Inc | COM NEW | 9,310 | $47.4 萬 | 0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 2,631 | $35.9 萬 | 0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 335 | $25.9 萬 | 0.1% | 歷史 |
| ARCCAres Capital Corp | CEF | 12,057 | $24.4 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,505 | $24.1 萬 | 0.1% | 歷史 |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 22,118 | $22.6 萬 | <0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,237 | $22.2 萬 | <0.1% | – |
| EXASExact Sciences Corp | COM | 2,139 | $21.7 萬 | <0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,921 | $21.5 萬 | <0.1% | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 7,012 | $21.4 萬 | <0.1% | – |
| NEXTNextDecade Corp | COM | 10,450 | $5.51 萬 | <0.1% | 歷史 |
| ASBPAspire Biopharma Holdings, Inc. | COM | 37,611 | $4,961 | <0.1% | 歷史 |