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 |
|---|---|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 7,849 | $45.4 萬 | 0.1% | +1,504+23.7% | 加碼 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 12,044 | $45.4 萬 | 0.1% | −45−0.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,325 | $45.5 萬 | 0.1% | +123+2.0% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,960 | $46.4 萬 | 0.1% | −24−0.8% | 減碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 1,682 | $46.4 萬 | 0.1% | +1,682 | 新進 | 歷史 |
| ETREntergy Corp | COM | 4,103 | $47.1 萬 | 0.1% | −63−1.5% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 10,433 | $48.6 萬 | 0.1% | +873+9.1% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,831 | $49.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 3,989 | $49.6 萬 | 0.1% | +2,365+145.6% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,211 | $49.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 259 | $51.6 萬 | 0.1% | +84+48.0% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,242 | $51.9 萬 | 0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 1,207 | $52.1 萬 | 0.1% | −129−9.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,012 | $52.4 萬 | 0.1% | +292+7.8% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 10,941 | $52.5 萬 | 0.1% | +3,079+39.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,066 | $54.5 萬 | 0.1% | +213+4.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 3,923 | $54.9 萬 | 0.1% | +32+0.8% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 11,573 | $55.0 萬 | 0.1% | −889−7.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 22,870 | $55.1 萬 | 0.1% | −126−0.5% | 減碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 2,496 | $55.2 萬 | 0.1% | +2,496 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 26,666 | $55.2 萬 | 0.1% | +1,165+4.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | Stock | 2,496 | $55.9 萬 | 0.1% | +2,496 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,192 | $56.2 萬 | 0.1% | −545−8.1% | 減碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 47,285 | $56.2 萬 | 0.1% | −1,000−2.1% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 7,431 | $57.0 萬 | 0.1% | −821−9.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,572 | $58.4 萬 | 0.1% | −6−0.1% | 減碼 | – |
| CVSCVS Health Corp | Stock | 5,665 | $58.6 萬 | 0.1% | −431−7.1% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $59.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 6,004 | $59.8 萬 | 0.1% | −2,121−26.1% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 6,607 | $60.8 萬 | 0.1% | +1,335+25.3% | 加碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 35,975 | $61.8 萬 | 0.1% | −469−1.3% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,170 | $62.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 3,927 | $62.8 萬 | 0.1% | +31+0.8% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,225 | $63.5 萬 | 0.1% | +170+2.4% | 加碼依 5 比 1 拆股換算 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $64.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,487 | $64.6 萬 | 0.1% | +1,382+65.7% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,019 | $66.8 萬 | 0.1% | +272+36.4% | 加碼 | – |
| CMICummins Inc | Stock | 954 | $68.0 萬 | 0.1% | +8+0.8% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,359 | $69.6 萬 | 0.1% | +11+0.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,897 | $70.2 萬 | 0.1% | −66−2.2% | 減碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 29,924 | $70.9 萬 | 0.1% | +3,864+14.8% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 3,985 | $71.0 萬 | 0.1% | −365−8.4% | 減碼依 25 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 7,412 | $71.3 萬 | 0.1% | +98+1.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,899 | $71.4 萬 | 0.1% | +25+0.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,850 | $72.4 萬 | 0.1% | −228−2.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,526 | $72.9 萬 | 0.1% | +292+23.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,430 | $73.7 萬 | 0.1% | +92+3.9% | 加碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,509 | $75.0 萬 | 0.1% | +61+4.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,264 | $75.2 萬 | 0.1% | +17+0.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,528 | $75.3 萬 | 0.1% | −243−8.8% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,940 | $76.4 萬 | 0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,002 | $76.5 萬 | 0.1% | +101+11.2% | 加碼 | 歷史 |
| WOLFWolfspeed, Inc. | COMMON STOCK | 16,056 | $77.5 萬 | 0.1% | +16,056 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 1,878 | $80.0 萬 | 0.1% | −19−1.0% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,399 | $80.3 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 139,122 | $80.7 萬 | 0.1% | +4,291+3.2% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 9,520 | $82.8 萬 | 0.1% | +598+6.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 6,038 | $84.3 萬 | 0.1% | +472+8.5% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 19,547 | $84.3 萬 | 0.1% | +3,065+18.6% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,155 | $85.7 萬 | 0.1% | +1,163+117.2% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 6,277 | $85.9 萬 | 0.1% | +486+8.4% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 6,016 | $86.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,385 | $88.3 萬 | 0.1% | −4−0.2% | 減碼 | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 19,172 | $93.0 萬 | 0.2% | +106+0.6% | 加碼 | – |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 25,097 | $93.7 萬 | 0.2% | +658+2.7% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $97.5 萬 | 0.2% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,686 | $97.9 萬 | 0.2% | −128−7.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,943 | $98.7 萬 | 0.2% | −1,102−8.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,263 | $100.3 萬 | 0.2% | +8+0.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,155 | $101.3 萬 | 0.2% | −97−1.2% | 減碼依 4 比 1 拆股換算 | – |
| KOCoca Cola Co | Stock | 12,778 | $103.8 萬 | 0.2% | +3,525+38.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $104.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,604 | $105.1 萬 | 0.2% | +1,236+7.6% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,047 | $107.0 萬 | 0.2% | −463−2.4% | 減碼依 2 比 1 拆股換算 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,144 | $107.5 萬 | 0.2% | −84−3.8% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 9,753 | $107.9 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,194 | $108.0 萬 | 0.2% | −543−14.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,917 | $109.0 萬 | 0.2% | +437+17.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,527 | $111.2 萬 | 0.2% | +29+0.3% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 2,313 | $113.6 萬 | 0.2% | −78−3.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,039 | $114.5 萬 | 0.2% | +1,550+10.7% | 加碼 | 歷史 |
| Tidal Trust II88636R479 | DEFIA AI PWR ETF | 34,366 | $114.8 萬 | 0.2% | +1,973+6.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,414 | $115.3 萬 | 0.2% | +2,406+13.4% | 加碼 | – |
| MUMicron Technology Inc | Stock | 1,017 | $117.4 萬 | 0.2% | −88−8.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,385 | $117.5 萬 | 0.2% | −1,132−5.3% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 14,386 | $118.1 萬 | 0.2% | −196−1.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,664 | $120.5 萬 | 0.2% | +258+4.8% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,819 | $124.1 萬 | 0.2% | +597+8.3% | 加碼 | – |
| BACBank of America Corp | Stock | 21,820 | $124.3 萬 | 0.2% | −18−0.1% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 8,986 | $125.0 萬 | 0.2% | +933+11.6% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 27,680 | $125.5 萬 | 0.2% | +174+0.6% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 66,015 | $127.3 萬 | 0.2% | −466−0.7% | 減碼 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 16,737 | $127.5 萬 | 0.2% | +10+0.1% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 6,442 | $129.2 萬 | 0.2% | −311−4.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $131.0 萬 | 0.2% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 4,398 | $131.1 萬 | 0.2% | +641+17.1% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 13,864 | $132.3 萬 | 0.2% | +600+4.5% | 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 |
| AMATApplied Materials Inc | Stock | 1,898 | $137.2 萬 | 0.2% | +44+2.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,582 | $137.7 萬 | 0.2% | +5+0.1% | 加碼 | – |
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 |
|---|---|---|---|
| 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 |