Platform Wealth Management, LLC
- SEC CIK
- 0002110622
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位。
- 持股檔數
- 57
- 2026 年第 1 季沒有申報
- 總值
- $2.73 億
- 2026 年第 1 季沒有申報
Platform Wealth Management, LLC 沒有申報 2026 年第 1 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,095,516 | $4,860 萬 | 17.8% | – | – | – |
| AAPLApple Inc. | Stock | 103,471 | $2,994 萬 | 11.0% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 127,675 | $1,593 萬 | 5.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 40,323 | $1,441 萬 | 5.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 270,773 | $1,400 萬 | 5.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 38,514 | $1,361 萬 | 5.0% | – | – | 歷史 |
| AVOMission Produce, Inc. | COM | 1,045,703 | $1,233 萬 | 4.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 295,064 | $1,217 萬 | 4.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 43,840 | $1,045 萬 | 3.8% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,041 | $939.3 萬 | 3.4% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 15,918 | $589.9 萬 | 2.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 201,799 | $584.6 萬 | 2.1% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 83,404 | $583.0 萬 | 2.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 137,892 | $508.0 萬 | 1.9% | – | – | – |
| BLKBlackRock, Inc. | Stock | 4,890 | $470.2 萬 | 1.7% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 80,137 | $440.8 萬 | 1.6% | – | – | – |
| CVSCVS Health Corp | Stock | 42,600 | $440.7 萬 | 1.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,484 | $430.6 萬 | 1.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 105,365 | $428.2 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 51,470 | $421.7 萬 | 1.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 40,373 | $416.0 萬 | 1.5% | – | – | – |
| TJXTJX Companies Inc | Stock | 21,337 | $323.3 萬 | 1.2% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 77,268 | $310.7 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,613 | $281.9 萬 | 1.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 57,058 | $275.8 萬 | 1.0% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 45,467 | $245.6 萬 | 0.9% | – | – | – |
| CMECME Group Inc. | COM | 9,566 | $211.2 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 16,975 | $211.2 萬 | 0.8% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 15,279 | $195.7 萬 | 0.7% | – | – | – |
| NKENIKE, Inc. | Stock | 41,235 | $169.3 萬 | 0.6% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 29,567 | $145.0 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 37,362 | $139.2 萬 | 0.5% | – | – | – |
| SBUXStarbucks Corp | Stock | 13,563 | $138.6 萬 | 0.5% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 4,938 | $101.2 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 7,042 | $95.3 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,466 | $94.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 8,980 | $85.7 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,210 | $83.1 萬 | 0.3% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $74.9 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 14,201 | $67.8 萬 | 0.2% | – | – | – |
| CWBCCommunity West Bancshares | COM | 24,791 | $66.6 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,514 | $63.9 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,581 | $59.0 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 13,430 | $53.9 萬 | 0.2% | – | – | – |
| DEDeere & Co | Stock | 750 | $47.6 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,205 | $45.5 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,639 | $44.3 萬 | 0.2% | – | – | 歷史 |
| AONAon plc | CL A | 1,215 | $40.3 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 9,332 | $36.2 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,409 | $35.5 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,528 | $30.6 萬 | 0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 1,165 | $29.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,441 | $28.8 萬 | 0.1% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 6,807 | $28.5 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 561 | $28.1 萬 | 0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 2,845 | $23.1 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,000 | $22.0 萬 | 0.1% | – | – | 歷史 |