Platform Technology Partners
- SEC CIK
- 0001830817
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 393
- 較 2026 年第 1 季 +50
- 總值
- $6.11 億
- 較 2026 年第 1 季 +$9,231 萬 (+17.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 150,937 | $4,368 萬 | 7.2% | +473+0.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 132,818 | $2,658 萬 | 4.4% | +2,156+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 45,761 | $1,707 萬 | 2.8% | +3,167+7.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 67,547 | $1,610 萬 | 2.6% | −1,048−1.5% | 減碼 | 歷史 |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 289,968 | $1,475 萬 | 2.4% | +29,734+11.4% | 加碼 | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 554,045 | $1,390 萬 | 2.3% | +73,184+15.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 409,809 | $1,300 萬 | 2.1% | +28,223+7.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,946 | $1,194 萬 | 2.0% | +348+2.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 29,436 | $1,052 萬 | 1.7% | +103+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 30,506 | $998.6 萬 | 1.6% | −785−2.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 21,490 | $931.2 萬 | 1.5% | +13+0.1% | 加碼 | 歷史 |
| Series Portfolios Tr81752T411 | EQUAB EQUIT ETF | 305,957 | $917.9 萬 | 1.5% | +26,340+9.4% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 111,354 | $916.9 萬 | 1.5% | +11,305+11.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 25,752 | $909.9 萬 | 1.5% | +115+0.4% | 加碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 350,000 | $857.5 萬 | 1.4% | +350,000 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 19,801 | $832.8 萬 | 1.4% | +776+4.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,612 | $831.3 萬 | 1.4% | +201+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,838 | $779.5 萬 | 1.3% | +389+2.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,075 | $760.7 萬 | 1.2% | +672+6.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 85,543 | $736.9 萬 | 1.2% | +8,353+10.8% | 加碼依 6 比 1 拆股換算 | – |
| APOApollo Global Management, Inc. | COM | 62,164 | $735.5 萬 | 1.2% | −2,713−4.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 24,647 | $626.0 萬 | 1.0% | −897−3.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 78,189 | $610.1 萬 | 1.0% | +23,482+42.9% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,879 | $594.6 萬 | 1.0% | +41+0.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,000 | $522.7 萬 | 0.9% | −159−2.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 27,232 | $516.7 萬 | 0.8% | +619+2.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,633 | $502.0 萬 | 0.8% | +939+6.9% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 44,779 | $450.8 萬 | 0.7% | +30,314+209.6% | 加碼 | – |
| CVXChevron Corp | Stock | 25,821 | $428.0 萬 | 0.7% | −784−2.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,311 | $416.7 萬 | 0.7% | −316−2.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,547 | $407.2 萬 | 0.7% | +1,283+12.5% | 加碼 | 歷史 |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 138,010 | $404.9 萬 | 0.7% | +16,991+14.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 34,390 | $404.7 萬 | 0.7% | −3,613−9.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 44,260 | $388.5 萬 | 0.6% | +2,322+5.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,230 | $387.4 萬 | 0.6% | +640+24.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 203,116 | $383.0 萬 | 0.6% | +103,518+103.9% | 加碼 | – |
| BABoeing Co | Stock | 17,346 | $375.5 萬 | 0.6% | +479+2.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 10,527 | $358.7 萬 | 0.6% | +295+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,821 | $357.4 萬 | 0.6% | +5+0.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 46,721 | $347.3 萬 | 0.6% | +901+2.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 169,633 | $344.5 萬 | 0.6% | +75,326+79.9% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,709 | $343.1 萬 | 0.6% | −146−0.7% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 25,270 | $342.3 萬 | 0.6% | +586+2.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 23,172 | $339.8 萬 | 0.6% | +2,365+11.4% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 34,949 | $314.9 萬 | 0.5% | +4,483+14.7% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 30,648 | $313.2 萬 | 0.5% | +1,119+3.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,500 | $307.8 萬 | 0.5% | +113+1.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 37,453 | $303.6 萬 | 0.5% | +5,782+18.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 7,226 | $300.3 萬 | 0.5% | +333+4.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 96,454 | $294.1 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,961 | $291.7 萬 | 0.5% | +30+0.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 10,788 | $291.6 萬 | 0.5% | +782+7.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,109 | $285.8 萬 | 0.5% | −99−0.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,199 | $285.4 萬 | 0.5% | −1,250−4.7% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 22,181 | $280.8 萬 | 0.5% | +995+4.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,102 | $274.8 萬 | 0.4% | −95−0.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,568 | $273.5 萬 | 0.4% | +41+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,636 | $267.7 萬 | 0.4% | −208−1.9% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 50,230 | $263.1 萬 | 0.4% | +6,442+14.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 35,536 | $253.2 萬 | 0.4% | +1,828+5.4% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 8,605 | $252.3 萬 | 0.4% | +489+6.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,683 | $238.6 萬 | 0.4% | +198+4.4% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 68,034 | $234.2 萬 | 0.4% | +1,038+1.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 29,485 | $230.7 萬 | 0.4% | +3,198+12.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,832 | $216.5 萬 | 0.4% | −1,345−7.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 23,483 | $215.3 萬 | 0.4% | +928+4.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 20,253 | $210.6 萬 | 0.3% | +307+1.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,532 | $209.0 萬 | 0.3% | −82−1.5% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 11,606 | $208.4 萬 | 0.3% | +709+6.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,304 | $205.4 萬 | 0.3% | +257+3.6% | 加碼 | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 193,277 | $204.3 萬 | 0.3% | +20,042+11.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,924 | $200.5 萬 | 0.3% | +364+8.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,895 | $200.1 萬 | 0.3% | +490+14.4% | 加碼 | 歷史 |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 23,289 | $200.0 萬 | 0.3% | −1,337−5.4% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,652 | $194.1 萬 | 0.3% | +33+2.0% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 27,342 | $186.7 萬 | 0.3% | +585+2.2% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 72,675 | $183.3 萬 | 0.3% | −1,060−1.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,172 | $178.6 萬 | 0.3% | +540+2.5% | 加碼依 4 比 1 拆股換算 | – |
| MRKMerck & Co., Inc. | Stock | 13,444 | $172.8 萬 | 0.3% | −988−6.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,970 | $164.1 萬 | 0.3% | +79+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $161.8 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 37,672 | $159.5 萬 | 0.3% | +1,898+5.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,717 | $157.7 萬 | 0.3% | −35−0.4% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 40,492 | $148.8 萬 | 0.2% | +50.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,079 | $147.7 萬 | 0.2% | −170−1.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,526 | $144.3 萬 | 0.2% | +349+3.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,538 | $142.5 萬 | 0.2% | +11+0.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 9,071 | $141.8 萬 | 0.2% | +500+5.8% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,583 | $141.2 萬 | 0.2% | −855−3.1% | 減碼 | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 14,043 | $140.5 萬 | 0.2% | +3,818+37.3% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 42,090 | $140.1 萬 | 0.2% | −1,546−3.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 33,905 | $139.2 萬 | 0.2% | +2,931+9.5% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 169,781 | $137.7 萬 | 0.2% | +15,143+9.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,582 | $137.7 萬 | 0.2% | +5+0.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 1,898 | $137.2 萬 | 0.2% | +44+2.4% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 69,676 | $133.2 萬 | 0.2% | +561+0.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 13,864 | $132.3 萬 | 0.2% | +600+4.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,398 | $131.1 萬 | 0.2% | +641+17.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $131.0 萬 | 0.2% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 6,442 | $129.2 萬 | 0.2% | −311−4.6% | 減碼 | 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 |
|---|---|---|---|
| AAPLApple Inc. | Stock | – | $43.4 萬 |
2026 年第 1 季之後清倉（31 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 5,436 | $122.9 萬 | 0.2% | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 14,942 | $39.5 萬 | 0.1% | – |
| SSBSouthState Bank Corp | COM | 3,632 | $33.6 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 970 | $33.3 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 19,755 | $30.9 萬 | 0.1% | 歷史 |
| RFRegions Financial Corp | COM | 11,818 | $30.9 萬 | 0.1% | 歷史 |
| ABCBAmeris Bancorp | COM | 3,941 | $30.7 萬 | 0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 12,049 | $30.0 萬 | 0.1% | 歷史 |
| CAHCardinal Health Inc | Stock | 1,329 | $28.1 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 9,359 | $26.9 萬 | 0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 2,017 | $26.2 萬 | 0.1% | 歷史 |
| KRKroger Co | Stock | 3,394 | $24.6 萬 | <0.1% | 歷史 |
| INGRIngredion Inc | COM | 2,173 | $24.5 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 581 | $23.0 萬 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,305 | $22.5 萬 | <0.1% | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 1,542 | $22.3 萬 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 626 | $22.3 萬 | <0.1% | 歷史 |
| AB Active ETFs Inc00039J780 | EMER MKTS OP ETF | 5,057 | $22.2 萬 | <0.1% | – |
| ITTItt Inc. | COM | 1,149 | $21.9 萬 | <0.1% | 歷史 |
| CCKCrown Holdings, Inc. | COM | 2,118 | $21.2 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 870 | $20.8 萬 | <0.1% | 歷史 |
| RLRalph Lauren Corp | CL A | 597 | $20.5 萬 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 2,817 | $20.4 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 1,709 | $20.3 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 5,477 | $20.3 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 586 | $20.2 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 854 | $20.2 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,137 | $20.1 萬 | <0.1% | 歷史 |
| FOXFox Corp | CL B COM | 3,778 | $20.1 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 10,770 | $12.4 萬 | <0.1% | 歷史 |
| FLOFlowers Foods Inc | COM | 13,688 | $11.2 萬 | <0.1% | 歷史 |