Platform Technology Partners
NEW YORK NY · SEC CIK 0001830817
$5.19亿2026Q1 申报市值
344持仓数
30.1%前十大占比 · 第一大 7.4%
93 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JMEE 新建仓+$365.28万
NVDA 加仓+$234.71万
IVV 加仓+$216.14万
AAPL 加仓+$186.23万
BX 加仓+$149.89万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$71.21万
INOD 清仓-$47.43万
RSP 减仓-$46.83万
GNRC 清仓-$35.88万
REGN 清仓-$25.87万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CF | CF INDUSTRIES HOLD | $26.19万 | 0.05% | 2,017 | 2,017 | — | $26.19万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $26.38万 | 0.05% | 1,090 | 1,090 | — | $26.38万 | 新建仓 |
| USB | US BANCORP | $26.47万 | 0.05% | 5,089 | 5,089 | — | $26.47万 | 新建仓 |
| TXG | 10X GENOMICS INC | $26.52万 | 0.05% | 12,492 | 12,492 | — | $26.52万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $26.56万 | 0.05% | 4,959 | 4,959 | — | $26.56万 | 新建仓 |
| NOW | SERVICENOW INC | $26.57万 | 0.05% | 2,541 | 2,541 | — | $26.57万 | 新建仓 |
| GEN | GEN DIGITAL INC | $26.64万 | 0.05% | 14,147 | 1,488 | 11.8% | $2.80万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.73万 | 0.05% | 616 | 616 | — | $26.73万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $26.87万 | 0.05% | 9,359 | 9,359 | — | $26.87万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $27.35万 | 0.05% | 2,159 | 2,159 | — | $27.35万 | 新建仓 |
| SYK | STRYKER CORPORATION | $27.38万 | 0.05% | 833 | 64 | 8.3% | $2.10万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.44万 | 0.05% | 2,771 | 204 | 7.9% | $2.02万 | 加仓 |
| IVW | ISHARES TR | $27.49万 | 0.05% | 2,431 | 391 | 19.2% | $4.42万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $28.08万 | 0.05% | 1,329 | 1,329 | — | $28.08万 | 新建仓 |
| ROST | ROSS STORES INC | $28.09万 | 0.05% | 1,297 | 1,297 | — | $28.09万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $28.26万 | 0.05% | 3,017 | 156 | 5.5% | $1.46万 | 加仓 |
| QCOM | QUALCOMM INC | $28.29万 | 0.05% | 2,197 | 2,197 | — | $28.29万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.32万 | 0.05% | 1,019 | 352 | 52.8% | $9.78万 | 加仓 |
| ENB | ENBRIDGE INC | $28.35万 | 0.05% | 5,245 | -7 | -0.1% | -$378 | 减仓 |
| CLH | CLEAN HARBORS INC | $28.36万 | 0.05% | 989 | 989 | — | $28.36万 | 新建仓 |
| ADBE | ADOBE INC | $28.62万 | 0.06% | 1,177 | 557 | 89.8% | $13.54万 | 加仓 |
| SMH | VANECK ETF TRUST | $28.65万 | 0.06% | 747 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $28.72万 | 0.06% | 6,400 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $28.89万 | 0.06% | 7,862 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO 看涨期权 | $28.91万 | 0.06% | 3,000 | 3,000 | — | $28.91万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $28.97万 | 0.06% | 1,021 | 0 | 0.0% | — | 重新持有 |
| VMRK | EQUITY RESIDENTIAL | $29.68万 | 0.06% | 5,017 | -312 | -5.9% | -$1.85万 | 减仓 |
| HDB | HDFC BANK LTD | $29.98万 | 0.06% | 12,049 | 206 | 1.7% | $5,125 | 加仓 |
| ABCB | AMERIS BANCORP | $30.74万 | 0.06% | 3,941 | 3,941 | — | $30.74万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $30.87万 | 0.06% | 11,818 | 11,818 | — | $30.87万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $30.92万 | 0.06% | 19,755 | 19,755 | — | $30.92万 | 新建仓 |
| TSAT | TELESAT CORP | $30.95万 | 0.06% | 8,551 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $31.11万 | 0.06% | 1,668 | 11 | 0.7% | $2,052 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.20万 | 0.06% | 4,077 | -158 | -3.7% | -$1.21万 | 减仓 |
| ABNB | AIRBNB INC | $31.43万 | 0.06% | 2,489 | 2,489 | — | $31.43万 | 新建仓 |
| ITA | ISHARES TR | $31.59万 | 0.06% | 1,444 | -24 | -1.6% | -$5,251 | 减仓 |
| ILMN | ILLUMINA INC | $31.70万 | 0.06% | 2,572 | 370 | 16.8% | $4.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $32.20万 | 0.06% | 1,624 | -450 | -21.7% | -$8.92万 | 减仓 |
| — | AMERICAS CAR-MART INC | $32.33万 | 0.06% | 25,400 | 5,000 | 24.5% | $6.37万 | 加仓 |
| TMUS | T-MOBILE US INC | $32.55万 | 0.06% | 1,550 | 477 | 44.5% | $10.02万 | 加仓 |
| KHC | KRAFT HEINZ CO | $32.58万 | 0.06% | 14,486 | 14,486 | — | $32.58万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $32.61万 | 0.06% | 4,500 | 4,500 | — | $32.61万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $32.67万 | 0.06% | 3,467 | 3,467 | — | $32.67万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $32.70万 | 0.06% | 1,140 | -33 | -2.8% | -$9,467 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $32.76万 | 0.06% | 9,769 | 675 | 7.4% | $2.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.77万 | 0.06% | 1,613 | 30 | 1.9% | $6,096 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.29万 | 0.06% | 970 | 970 | — | $33.29万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $33.42万 | 0.06% | 3,768 | -281 | -6.9% | -$2.49万 | 减仓 |
| PPG | PPG INDS INC | $33.44万 | 0.06% | 3,129 | 3,129 | — | $33.44万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $33.60万 | 0.06% | 3,632 | 3,632 | — | $33.60万 | 新建仓 |
| CI | THE CIGNA GROUP | $33.61万 | 0.06% | 1,260 | 1,260 | — | $33.61万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $34.04万 | 0.07% | 2,105 | 2,105 | — | $34.04万 | 新建仓 |
| BKH | BLACK HILLS CORP | $34.32万 | 0.07% | 4,945 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $34.34万 | 0.07% | 1,811 | 665 | 58.0% | $12.61万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $34.77万 | 0.07% | 4,721 | 4,721 | — | $34.77万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.18万 | 0.07% | 901 | 401 | 80.2% | $15.66万 | 加仓 |
| TFC | TRUIST FINL CORP | $35.31万 | 0.07% | 7,681 | 1,360 | 21.5% | $6.25万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.64万 | 0.07% | 1,276 | -128 | -9.1% | -$3.58万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $35.76万 | 0.07% | 19,000 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $35.99万 | 0.07% | 7,226 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $36.26万 | 0.07% | 5,321 | 5,321 | — | $36.26万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $36.57万 | 0.07% | 6,345 | 1,719 | 37.2% | $9.91万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $36.63万 | 0.07% | 6,206 | 1,079 | 21.0% | $6.37万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $36.65万 | 0.07% | 1,143 | 1,143 | — | $36.65万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.90万 | 0.07% | 1,814 | 400 | 28.3% | $8.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.33万 | 0.07% | 1,105 | 1,105 | — | $37.33万 | 新建仓 |
| KKR | KKR & CO INC | $37.36万 | 0.07% | 4,039 | 997 | 32.8% | $9.22万 | 加仓 |
| SO | SOUTHERN CO | $37.74万 | 0.07% | 3,910 | 703 | 21.9% | $6.79万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $37.90万 | 0.07% | 15,282 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $39.31万 | 0.08% | 1,610 | 221 | 15.9% | $5.40万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $39.49万 | 0.08% | 14,942 | 3,710 | 33.0% | $9.81万 | 加仓 |
| IQLT | ISHARES TR | $39.72万 | 0.08% | 8,592 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $40.16万 | 0.08% | 10,064 | 2,484 | 32.8% | $9.91万 | 加仓 |
| MO | ALTRIA GROUP INC | $40.93万 | 0.08% | 6,202 | -2,281 | -26.9% | -$15.05万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $41.62万 | 0.08% | 12,089 | 5,589 | 86.0% | $19.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.69万 | 0.08% | 1,234 | -4 | -0.3% | -$1,351 | 减仓 |
| SHOP | SHOPIFY INC | $41.94万 | 0.08% | 3,536 | -228 | -6.1% | -$2.70万 | 减仓 |
| BLK | BLACKROCK INC | $42.36万 | 0.08% | 441 | -6 | -1.3% | -$5,764 | 减仓 |
| CVS | CVS HEALTH CORP | $43.78万 | 0.08% | 6,096 | 1,952 | 47.1% | $14.02万 | 加仓 |
| C | CITIGROUP INC | $44.12万 | 0.09% | 3,891 | 1,919 | 97.3% | $21.76万 | 加仓 |
| TGT | TARGET CORP | $45.08万 | 0.09% | 3,720 | 122 | 3.4% | $1.48万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $45.50万 | 0.09% | 7,348 | -18 | -0.2% | -$1,115 | 减仓 |
| NVS | NOVARTIS AG | $45.58万 | 0.09% | 2,984 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $45.70万 | 0.09% | 3,279 | 592 | 22.0% | $8.25万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $45.72万 | 0.09% | 992 | 174 | 21.3% | $8.02万 | 加仓 |
| WAB | WABTEC | $45.76万 | 0.09% | 1,831 | -85 | -4.4% | -$2.12万 | 减仓 |
| CRM | SALESFORCE INC | $46.09万 | 0.09% | 2,469 | 126 | 5.4% | $2.35万 | 加仓 |
| ETR | ENTERGY CORP NEW | $46.81万 | 0.09% | 4,166 | 49 | 1.2% | $5,505 | 加仓 |
| EXC | EXELON CORP | $46.87万 | 0.09% | 9,560 | 1,423 | 17.5% | $6.98万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $47.74万 | 0.09% | 4,853 | 227 | 4.9% | $2.23万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $48.36万 | 0.09% | 4,211 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $48.66万 | 0.09% | 5,272 | 1,756 | 49.9% | $16.21万 | 加仓 |
| CMI | CUMMINS INC | $50.90万 | 0.10% | 946 | 189 | 25.0% | $10.17万 | 加仓 |
| CSX | CSX CORP | $51.16万 | 0.10% | 12,462 | 367 | 3.0% | $1.51万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $51.17万 | 0.10% | 6,242 | -1,427 | -18.6% | -$11.70万 | 减仓 |
| IJH | ISHARES TR | $51.18万 | 0.10% | 7,578 | 442 | 6.2% | $2.98万 | 加仓 |
| MGK | VANGUARD WORLD FD | $51.84万 | 0.10% | 1,411 | 20 | 1.4% | $7,348 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $51.87万 | 0.10% | 841 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $53.66万 | 0.10% | 4,247 | -646 | -13.2% | -$8.16万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $54.94万 | 0.11% | 6,500 | 0 | 0.0% | — | 不变 |