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 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 2,431 | $27.5 萬 | 0.1% | +391+19.2% | 加碼 | – |
| CAHCardinal Health Inc | Stock | 1,329 | $28.1 萬 | 0.1% | +1,329 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,297 | $28.1 萬 | 0.1% | +1,297 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 3,017 | $28.3 萬 | 0.1% | +156+5.5% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,197 | $28.3 萬 | 0.1% | +2,197 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,019 | $28.3 萬 | 0.1% | +352+52.8% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 5,245 | $28.3 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 989 | $28.4 萬 | 0.1% | +989 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,177 | $28.6 萬 | 0.1% | +557+89.8% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 747 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,400 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| NVONovo Nordisk A S | ADR | 7,862 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $29.0 萬 | 0.1% | +1,021 | 新進 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 5,017 | $29.7 萬 | 0.1% | −312−5.9% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 12,049 | $30.0 萬 | 0.1% | +206+1.7% | 加碼 | 歷史 |
| ABCBAmeris Bancorp | COM | 3,941 | $30.7 萬 | 0.1% | +3,941 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 11,818 | $30.9 萬 | 0.1% | +11,818 | 新進 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 19,755 | $30.9 萬 | 0.1% | +19,755 | 新進 | 歷史 |
| TSATTelesat Corp | CL A & CL B SHS | 8,551 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,668 | $31.1 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,077 | $31.2 萬 | 0.1% | −158−3.7% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 2,489 | $31.4 萬 | 0.1% | +2,489 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,444 | $31.6 萬 | 0.1% | −24−1.6% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 2,572 | $31.7 萬 | 0.1% | +370+16.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,624 | $32.2 萬 | 0.1% | −450−21.7% | 減碼 | 歷史 |
| CRMTAmericas Carmart Inc | COM | 25,400 | $32.3 萬 | 0.1% | +5,000+24.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,550 | $32.6 萬 | 0.1% | +477+44.5% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 14,486 | $32.6 萬 | 0.1% | +14,486 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 4,500 | $32.6 萬 | 0.1% | +4,500 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,467 | $32.7 萬 | 0.1% | +3,467 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 1,140 | $32.7 萬 | 0.1% | −33−2.8% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,769 | $32.8 萬 | 0.1% | +675+7.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,613 | $32.8 萬 | 0.1% | +30+1.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 970 | $33.3 萬 | 0.1% | +970 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,768 | $33.4 萬 | 0.1% | −281−6.9% | 減碼 | – |
| PPGPPG Industries Inc | Stock | 3,129 | $33.4 萬 | 0.1% | +3,129 | 新進 | 歷史 |
| SSBSouthState Bank Corp | COM | 3,632 | $33.6 萬 | 0.1% | +3,632 | 新進 | 歷史 |
| CICigna Group | Stock | 1,260 | $33.6 萬 | 0.1% | +1,260 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,105 | $34.0 萬 | 0.1% | +2,105 | 新進 | – |
| BKHBlack Hills Corp | COM | 4,945 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,811 | $34.3 萬 | 0.1% | +665+58.0% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,721 | $34.8 萬 | 0.1% | +4,721 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 901 | $35.2 萬 | 0.1% | +401+80.2% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 7,681 | $35.3 萬 | 0.1% | +1,360+21.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,276 | $35.6 萬 | 0.1% | −128−9.1% | 減碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,226 | $36.0 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 5,321 | $36.3 萬 | 0.1% | +5,321 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,345 | $36.6 萬 | 0.1% | +1,719+37.2% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,206 | $36.6 萬 | 0.1% | +1,079+21.0% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,143 | $36.6 萬 | 0.1% | +1,143 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,814 | $36.9 萬 | 0.1% | +400+28.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,105 | $37.3 萬 | 0.1% | +1,105 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,039 | $37.4 萬 | 0.1% | +997+32.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,910 | $37.7 萬 | 0.1% | +703+21.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,282 | $37.9 萬 | 0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 1,610 | $39.3 萬 | 0.1% | +221+15.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 14,942 | $39.5 萬 | 0.1% | +3,710+33.0% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,592 | $39.7 萬 | 0.1% | 00.0% | 不變 | – |
| ORIOld Republic International Corp | COM | 10,064 | $40.2 萬 | 0.1% | +2,484+32.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,202 | $40.9 萬 | 0.1% | −2,281−26.9% | 減碼 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 12,089 | $41.6 萬 | 0.1% | +5,589+86.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,234 | $41.7 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,536 | $41.9 萬 | 0.1% | −228−6.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 441 | $42.4 萬 | 0.1% | −6−1.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 6,096 | $43.8 萬 | 0.1% | +1,952+47.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 3,891 | $44.1 萬 | 0.1% | +1,919+97.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,720 | $45.1 萬 | 0.1% | +122+3.4% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,348 | $45.5 萬 | 0.1% | −18−0.2% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 2,984 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,279 | $45.7 萬 | 0.1% | +592+22.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 992 | $45.7 萬 | 0.1% | +174+21.3% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,831 | $45.8 萬 | 0.1% | −85−4.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,469 | $46.1 萬 | 0.1% | +126+5.4% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 4,166 | $46.8 萬 | 0.1% | +49+1.2% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 9,560 | $46.9 萬 | 0.1% | +1,423+17.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,853 | $47.7 萬 | 0.1% | +227+4.9% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,211 | $48.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 5,272 | $48.7 萬 | 0.1% | +1,756+49.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 946 | $50.9 萬 | 0.1% | +189+25.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 12,462 | $51.2 萬 | 0.1% | +367+3.0% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,242 | $51.2 萬 | 0.1% | −1,427−18.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,578 | $51.2 萬 | 0.1% | +442+6.2% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,411 | $51.8 萬 | 0.1% | +20+1.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $51.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 4,247 | $53.7 萬 | 0.1% | −646−13.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $54.9 萬 | 0.1% | 00.0% | 不變 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 7,170 | $56.3 萬 | 0.1% | −224−3.0% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,874 | $59.8 萬 | 0.1% | +551+23.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,398 | $60.1 萬 | 0.1% | −500−17.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,557 | $60.1 萬 | 0.1% | +6,557 | 新進 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 6,016 | $60.1 萬 | 0.1% | +6,016 | 新進 | – |
| YUMYum Brands Inc | Stock | 3,896 | $60.6 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,940 | $60.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,338 | $61.2 萬 | 0.1% | +89+4.0% | 加碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 26,060 | $61.7 萬 | 0.1% | +4,508+20.9% | 加碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 8,125 | $62.9 萬 | 0.1% | +461+6.0% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,963 | $63.3 萬 | 0.1% | +729+32.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 1,854 | $63.4 萬 | 0.1% | −155−7.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,252 | $63.7 萬 | 0.1% | −1,593−16.2% | 減碼 | – |
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-Lakewood Holdings, Inc. | COM | 37,611 | $4,961 | <0.1% | 歷史 |