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 |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 22,996 | $64.6 萬 | 0.1% | −602−2.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,448 | $64.7 萬 | 0.1% | +144+11.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 16,482 | $65.0 萬 | 0.1% | +789+5.0% | 加碼 | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 36,444 | $67.0 萬 | 0.1% | +2,000+5.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,897 | $67.8 萬 | 0.1% | +185+10.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,737 | $69.2 萬 | 0.1% | −370−5.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,255 | $69.8 萬 | 0.1% | −6−0.1% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,253 | $70.4 萬 | 0.1% | +1,193+14.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,480 | $70.4 萬 | 0.1% | +253+11.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,314 | $70.5 萬 | 0.1% | +935+14.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,757 | $72.9 萬 | 0.1% | +550+17.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 174 | $73.3 萬 | 0.1% | +40+29.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,501 | $73.9 萬 | 0.1% | +3,224+14.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,791 | $75.9 萬 | 0.1% | +625+12.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,078 | $75.9 萬 | 0.1% | +1,102+15.8% | 加碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 48,285 | $76.4 萬 | 0.1% | +404+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,389 | $76.6 萬 | 0.1% | +246+11.5% | 加碼 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 16,727 | $77.8 萬 | 0.2% | +4,151+33.0% | 加碼 | – |
| PCTPureCycle Technologies, Inc. | COM | 154,638 | $80.3 萬 | 0.2% | −49,804−24.4% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 8,922 | $80.6 萬 | 0.2% | +249+2.9% | 加碼 | 歷史 |
| Tidal Trust II88636R479 | DEFIA AI PWR ETF | 32,393 | $80.9 萬 | 0.2% | +850+2.7% | 加碼 | – |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 134,831 | $81.6 萬 | 0.2% | −18,176−11.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 7,127 | $84.2 萬 | 0.2% | +2,496+53.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,063 | $88.0 萬 | 0.2% | +568+38.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,368 | $88.5 萬 | 0.2% | +1,329+8.8% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $90.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 19,066 | $90.6 萬 | 0.2% | +60.0% | 加碼 | – |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 24,439 | $90.9 萬 | 0.2% | −5,778−19.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $98.0 萬 | 0.2% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 2,391 | $99.6 萬 | 0.2% | +180+8.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,008 | $102.1 萬 | 0.2% | +4,388+32.2% | 加碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 10,225 | $102.3 萬 | 0.2% | +10,225 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,755 | $103.4 萬 | 0.2% | +30.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,406 | $103.8 萬 | 0.2% | −2,440−31.1% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 13,045 | $103.8 萬 | 0.2% | +1,449+12.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,222 | $105.9 萬 | 0.2% | +2,104+41.1% | 加碼 | – |
| BACBank of America Corp | Stock | 21,838 | $106.5 萬 | 0.2% | +4,303+24.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,891 | $107.8 萬 | 0.2% | +1,533+12.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,228 | $109.5 萬 | 0.2% | −19−0.8% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 9,760 | $110.5 萬 | 0.2% | +1,270+15.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,737 | $113.0 萬 | 0.2% | +315+9.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,577 | $113.5 萬 | 0.2% | +1,282+38.9% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 14,582 | $120.4 萬 | 0.2% | −1,457−9.1% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 8,053 | $120.8 萬 | 0.2% | +1,512+23.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $121.5 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 5,436 | $122.9 萬 | 0.2% | +484+9.8% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,753 | $123.2 萬 | 0.2% | +764+12.8% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 27,506 | $126.2 萬 | 0.2% | +4,105+17.5% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 66,481 | $126.3 萬 | 0.2% | +1,956+3.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,527 | $128.1 萬 | 0.2% | +10+0.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,571 | $129.8 萬 | 0.3% | +1,134+15.2% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 21,517 | $130.5 萬 | 0.3% | +1,293+6.4% | 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 |
| CLXClorox Co | Stock | 13,264 | $137.5 萬 | 0.3% | +3,552+36.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,498 | $138.9 萬 | 0.3% | +2,087+28.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 14,489 | $139.3 萬 | 0.3% | +1,085+8.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,619 | $141.3 萬 | 0.3% | +90+5.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $143.0 萬 | 0.3% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 8,752 | $144.7 萬 | 0.3% | +812+10.2% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,465 | $145.6 萬 | 0.3% | +14,465 | 新進 | – |
| TJXTJX Companies Inc | Stock | 9,177 | $146.6 萬 | 0.3% | +972+11.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,249 | $150.8 萬 | 0.3% | +80+0.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 40,487 | $153.2 萬 | 0.3% | −1,490−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,408 | $155.3 萬 | 0.3% | +344+6.8% | 加碼 | – |
| NKENIKE, Inc. | Stock | 30,974 | $163.6 萬 | 0.3% | +3,124+11.2% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 26,757 | $165.4 萬 | 0.3% | +1,394+5.5% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 43,636 | $167.7 萬 | 0.3% | +11,951+37.7% | 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 | – |
| MAMastercard Inc | Stock | 3,405 | $170.1 萬 | 0.3% | +379+12.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,047 | $170.8 萬 | 0.3% | +149+2.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,432 | $173.6 萬 | 0.3% | +1,945+15.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,614 | $173.7 萬 | 0.3% | +2,104+59.9% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 24,626 | $175.2 萬 | 0.3% | −1,560−6.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 2,527 | $179.1 萬 | 0.3% | +278+12.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 35,774 | $179.6 萬 | 0.3% | −1,963−5.2% | 減碼 | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 173,235 | $179.8 萬 | 0.3% | +10,000+6.1% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 73,735 | $185.7 萬 | 0.4% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 6,893 | $186.5 萬 | 0.4% | +1,551+29.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 99,598 | $188.6 萬 | 0.4% | −8,767−8.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 94,307 | $191.4 萬 | 0.4% | +34,737+58.3% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 22,555 | $192.2 萬 | 0.4% | +2,414+12.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,560 | $194.0 萬 | 0.4% | +352+8.4% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,897 | $196.4 萬 | 0.4% | +699+6.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 43,788 | $210.8 萬 | 0.4% | +5,983+15.8% | 加碼 | – |
| TYTRI-CONTINENTAL Corp | COM | 66,996 | $211.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,708 | $216.0 萬 | 0.4% | +1,338+4.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 31,671 | $216.3 萬 | 0.4% | +3,658+13.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,931 | $226.9 萬 | 0.4% | −241−5.8% | 減碼 | – |
| MDTMedtronic plc | Stock | 26,287 | $227.8 萬 | 0.4% | +1,434+5.8% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 30,466 | $229.1 萬 | 0.4% | +1,646+5.7% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 8,116 | $235.8 萬 | 0.5% | +1,346+19.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,844 | $235.8 萬 | 0.5% | +700+6.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,590 | $238.2 萬 | 0.5% | +118+4.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,197 | $247.4 萬 | 0.5% | +386+3.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 19,946 | $263.3 萬 | 0.5% | +2,405+13.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 29,529 | $264.5 萬 | 0.5% | +4,444+17.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,485 | $271.0 萬 | 0.5% | +153+3.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 21,186 | $277.4 萬 | 0.5% | +697+3.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,177 | $291.4 萬 | 0.6% | +1,414+9.0% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 96,454 | $292.4 萬 | 0.6% | 00.0% | 不變 | – |
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 |