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 |
|---|---|---|---|---|---|---|---|
| WULFTerawulf Inc. | COM | 10,480 | $25.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 647 | $26.0 萬 | <0.1% | +647 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 2,780 | $26.0 萬 | <0.1% | +2,780 | 新進 | 歷史 |
| CAGConagra Brands Inc. | Stock | 19,392 | $26.1 萬 | <0.1% | +8,342+75.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,015 | $26.1 萬 | <0.1% | +2,015 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 974 | $26.2 萬 | <0.1% | +974 | 新進 | 歷史 |
| ENTGEntegris Inc | COM | 1,465 | $26.3 萬 | <0.1% | +1,465 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,085 | $26.4 萬 | <0.1% | +3,085 | 新進 | – |
| AVYAvery Dennison Corp | COM | 1,634 | $26.5 萬 | <0.1% | +1,634 | 新進 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 19,073 | $26.6 萬 | <0.1% | +73+0.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,715 | $26.7 萬 | <0.1% | −3,412−47.9% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,592 | $26.7 萬 | <0.1% | +42+2.7% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 890 | $26.9 萬 | <0.1% | +890 | 新進 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 3,248 | $27.1 萬 | <0.1% | +3,248 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 2,173 | $27.4 萬 | <0.1% | +53+2.5% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 924 | $27.6 萬 | <0.1% | −65−6.6% | 減碼 | 歷史 |
| MASMasco Corp | COM | 3,398 | $27.6 萬 | <0.1% | −243−6.7% | 減碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 5,046 | $27.7 萬 | <0.1% | +5,046 | 新進 | 歷史 |
| PSAPublic Storage | COM | 875 | $27.9 萬 | <0.1% | +875 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,732 | $27.9 萬 | <0.1% | −1,037−10.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,784 | $27.9 萬 | <0.1% | −685−27.7% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,325 | $28.2 萬 | <0.1% | +28+2.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,663 | $28.3 萬 | <0.1% | +1,663 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 5,218 | $28.3 萬 | <0.1% | −27−0.5% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,492 | $28.4 萬 | <0.1% | 00.0% | 不變 | – |
| MTDMettler Toledo International Inc | COM | 223 | $28.5 萬 | <0.1% | +223 | 新進 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 4,307 | $28.6 萬 | <0.1% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 1,165 | $28.9 萬 | <0.1% | −111−8.7% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,003 | $29.0 萬 | <0.1% | −67−3.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,387 | $29.0 萬 | <0.1% | +10+0.7% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 91 | $29.1 萬 | <0.1% | +91 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,017 | $29.1 萬 | <0.1% | −751−19.9% | 減碼 | – |
| MAAMid America Apartment Communities Inc. | COM | 2,097 | $29.1 萬 | <0.1% | +6+0.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,122 | $29.2 萬 | <0.1% | +1,122 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 767 | $29.7 萬 | <0.1% | +52+7.3% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 4,410 | $29.9 萬 | <0.1% | −549−11.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,106 | $30.0 萬 | <0.1% | +404+15.0% | 加碼 | – |
| AB Active ETFs Inc00039J889 | TAX AW INTER ETF | 11,683 | $30.0 萬 | <0.1% | +11,683 | 新進 | – |
| ITWIllinois Tool Works Inc | Stock | 1,112 | $30.1 萬 | <0.1% | +257+30.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,558 | $30.1 萬 | <0.1% | +158+11.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,472 | $30.2 萬 | <0.1% | +295+25.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,114 | $30.3 萬 | <0.1% | −375−15.1% | 減碼 | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 234,607 | $30.3 萬 | <0.1% | +234,607 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,840 | $30.7 萬 | 0.1% | +196+7.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,725 | $30.9 萬 | 0.1% | +146+4.1% | 加碼 | – |
| GENGen Digital Inc. | Stock | 12,421 | $30.9 萬 | 0.1% | −1,726−12.2% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 982 | $31.2 萬 | 0.1% | +46+4.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,105 | $31.2 萬 | 0.1% | +262+14.2% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 5,191 | $31.4 萬 | 0.1% | +102+2.0% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 3,262 | $31.6 萬 | 0.1% | +3,262 | 新進 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 1,104 | $32.2 萬 | 0.1% | +14+1.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 330 | $32.3 萬 | 0.1% | +330 | 新進 | 歷史 |
| ORIOld Republic International Corp | COM | 7,904 | $32.3 萬 | 0.1% | −2,160−21.5% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,400 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| TXG10x Genomics, Inc. | CL A COM | 8,530 | $32.7 萬 | 0.1% | −3,962−31.7% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 6,061 | $33.3 萬 | 0.1% | +6,061 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,431 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 3,741 | $33.8 萬 | 0.1% | +695+22.8% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 3,535 | $34.0 萬 | 0.1% | −965−21.4% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,467 | $34.0 萬 | 0.1% | 00.0% | 不變 | – |
| VMRKVivmark Residential | SH BEN INT | 5,017 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,716 | $34.3 萬 | 0.1% | −563−17.2% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,745 | $34.3 萬 | 0.1% | −2,812−42.9% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,721 | $34.7 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 3,017 | $34.7 萬 | 0.1% | 00.0% | 不變 | – |
| KKRKKR & Co. Inc. | COM | 3,794 | $34.8 萬 | 0.1% | −245−6.1% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,444 | $35.0 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 | – |
| CICigna Group | Stock | 1,306 | $36.0 萬 | 0.1% | +46+3.7% | 加碼 | 歷史 |
| BKHBlack Hills Corp | COM | 4,845 | $36.0 萬 | 0.1% | −100−2.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,148 | $36.1 萬 | 0.1% | +8+0.7% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $36.2 萬 | 0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 3,180 | $36.3 萬 | 0.1% | −356−10.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,197 | $36.9 萬 | 0.1% | +120+2.9% | 加碼 | – |
| AXONAxon Enterprise, Inc. | COM | 661 | $37.1 萬 | 0.1% | +661 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 15,842 | $37.4 萬 | 0.1% | +1,356+9.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,677 | $37.5 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 3,124 | $37.8 萬 | 0.1% | +875+38.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 9,177 | $37.9 萬 | 0.1% | +9,177 | 新進 | – |
| TFCTruist Financial Corp | COM | 7,730 | $38.5 萬 | 0.1% | +49+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q476 | NEW YORK TAX FRE | 7,740 | $38.8 萬 | 0.1% | +7,740 | 新進 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,282 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 4,107 | $39.3 萬 | 0.1% | +197+5.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,614 | $40.2 萬 | 0.1% | +146+5.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,192 | $40.5 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 2,416 | $41.1 萬 | 0.1% | +1,044+76.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,624 | $41.5 萬 | 0.1% | +14+0.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,113 | $41.8 萬 | 0.1% | +94+9.2% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 3,550 | $41.9 萬 | 0.1% | +1,569+79.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 438 | $42.1 萬 | 0.1% | −3−0.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,222 | $42.1 萬 | 0.1% | +79+6.9% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 3,483 | $42.2 萬 | 0.1% | +354+11.3% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 7,921 | $42.4 萬 | 0.1% | +2,600+48.9% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 10,290 | $42.6 萬 | 0.1% | +10,290 | 新進 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 8,408 | $42.9 萬 | 0.1% | +2,202+35.5% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,667 | $42.9 萬 | 0.1% | +75+0.9% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,924 | $43.1 萬 | 0.1% | +311+19.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,274 | $43.3 萬 | 0.1% | +463+25.6% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,580 | $45.4 萬 | 0.1% | +8+0.3% | 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 |
|---|---|---|---|
| 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 |