Platform Wealth Management, LLC
- SEC CIK
- 0002110622
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位。
- 持股檔數
- 60
- 2025 年第 3 季沒有申報
- 總值
- $3.76 億
- 2025 年第 3 季沒有申報
Platform Wealth Management, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 227,553 | $6,186 萬 | 16.4% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,032,484 | $4,088 萬 | 10.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 82,118 | $2,577 萬 | 6.9% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 80,558 | $2,513 萬 | 6.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 97,237 | $2,244 萬 | 6.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 20,842 | $1,797 萬 | 4.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 56,240 | $1,490 萬 | 4.0% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 119,537 | $1,219 萬 | 3.2% | – | – | – |
| AVOMission Produce, Inc. | COM | 1,045,703 | $1,213 萬 | 3.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 10,136 | $1,085 萬 | 2.9% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 228,026 | $1,067 萬 | 2.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 272,128 | $1,037 萬 | 2.8% | – | – | – |
| MARMarriott International Inc | Stock | 32,926 | $1,021 萬 | 2.7% | – | – | 歷史 |
| ACNAccenture plc | Stock | 33,880 | $909.0 萬 | 2.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 86,350 | $685.3 萬 | 1.8% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 43,502 | $668.2 萬 | 1.8% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 86,850 | $553.3 萬 | 1.5% | – | – | 歷史 |
| CMECME Group Inc. | COM | 19,131 | $522.4 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,165 | $520.9 萬 | 1.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 193,518 | $511.3 萬 | 1.4% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 84,122 | $500.9 萬 | 1.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 149,976 | $490.9 萬 | 1.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 57,088 | $423.4 萬 | 1.1% | – | – | – |
| FISVFiserv Inc | Stock | 60,987 | $409.6 萬 | 1.1% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 39,289 | $369.2 萬 | 1.0% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 104,901 | $347.0 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 71,276 | $332.1 萬 | 0.9% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 76,446 | $249.0 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 46,646 | $232.8 萬 | 0.6% | – | – | – |
| SBUXStarbucks Corp | Stock | 27,354 | $230.3 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 13,998 | $200.9 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,591 | $166.1 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 24,948 | $145.6 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 12,485 | $139.6 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 28,589 | $137.7 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,842 | $137.5 萬 | 0.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 33,209 | $114.4 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 22,752 | $109.1 萬 | 0.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,554 | $80.9 萬 | 0.2% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,187 | $74.5 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 15,941 | $60.6 萬 | 0.2% | – | – | – |
| CWBCCommunity West Bancshares | COM | 24,791 | $55.8 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,518 | $52.1 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,505 | $52.1 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,662 | $50.8 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 989 | $49.7 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 16,525 | $49.4 萬 | 0.1% | – | – | 歷史 |
| AONAon plc | CL A | 1,218 | $43.0 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 10,853 | $35.7 萬 | 0.1% | – | – | – |
| DEDeere & Co | Stock | 757 | $35.2 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 923 | $32.4 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,409 | $32.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 8,139 | $31.0 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,607 | $30.0 萬 | 0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 2,260 | $28.4 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,341 | $26.2 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,000 | $24.1 萬 | 0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 2,845 | $22.8 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 1,875 | $20.8 萬 | 0.1% | – | – | – |