13F 机构持仓

Platform Technology Partners

NEW YORK NY · SEC CIK 0001830817

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 7.4%
NVDA 4.4%
MSFT 3.0%
AMZN 2.8%
EVSD 2.6%
FTRB 2.3%
SCHD 2.3%
IVV 2.0%
JPM 1.8%
GOOGL 1.6%

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
CP CANADIAN PACIFIC KANSAS CITY $56.25万0.11%7,170 -224-3.0% -$1.76万 减仓
PNC PNC FINL SVCS GROUP INC $59.81万0.12%2,874 55123.7% $11.47万 加仓
VRT VERTIV HOLDINGS CO $60.08万0.12%2,398 -500-17.3% -$12.53万 减仓
BIL SPDR SERIES TRUST $60.09万0.12%6,557 4,029159.4% $36.92万 重新持有
IXN ISHARES TR $60.14万0.12%6,016 6,016— $60.14万 新建仓
YUM YUM BRANDS INC $60.58万0.12%3,896 -7-0.2% -$1,088 减仓
IWO ISHARES TR $60.88万0.12%1,940 00.0% — 不变
VB VANGUARD INDEX FDS $61.24万0.12%2,338 894.0% $2.33万 加仓
BXSL BLACKSTONE SECD LENDING FD $61.74万0.12%26,060 4,50820.9% $10.68万 加仓
CRWV COREWEAVE INC $62.95万0.12%8,125 4616.0% $3.57万 加仓
IWD ISHARES TR $63.31万0.12%2,963 72932.6% $15.58万 加仓
AMAT APPLIED MATLS INC $63.36万0.12%1,854 -155-7.7% -$5.30万 减仓
BIV VANGUARD BD INDEX FDS $63.69万0.12%8,252 -1,593-16.2% -$12.29万 减仓
PFE PFIZER INC $64.57万0.12%22,996 -602-2.6% -$1.69万 减仓
VRTX VERTEX PHARMACEUTICALS INC $64.66万0.12%1,448 14411.0% $6.43万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $64.99万0.13%16,482 7895.0% $3.11万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $66.98万0.13%36,444 2,0005.8% $3.68万 加仓
ETN EATON CORP PLC $67.85万0.13%1,897 18510.8% $6.62万 加仓
ABT ABBOTT LABORATORIES $69.17万0.13%6,737 -370-5.2% -$3.80万 减仓
XLK SELECT SECTOR SPDR TR $69.84万0.13%5,255 -6-0.1% -$797 减仓
KO COCA COLA CO $70.37万0.14%9,253 1,19314.8% $9.07万 加仓
GE GE AEROSPACE $70.38万0.14%2,480 25311.4% $7.18万 加仓
DIS DISNEY WALT CO $70.50万0.14%7,314 93514.7% $9.01万 加仓
TXN TEXAS INSTRS INC $72.94万0.14%3,757 55017.1% $10.68万 加仓
BKNG BOOKING HOLDINGS INC $73.26万0.14%174 4029.9% $16.84万 加仓
T AT&T INC $73.93万0.14%25,501 3,22414.5% $9.35万 加仓
AEP AMERICAN ELEC PWR CO INC $75.91万0.15%5,791 62512.1% $8.19万 加仓
SCHW SCHWAB CHARLES CORP $75.92万0.15%8,078 1,10215.8% $10.36万 加仓
— ISHARES ETHEREUM TR $76.43万0.15%48,285 4040.8% $6,395 加仓
VTI VANGUARD INDEX FDS $76.64万0.15%2,389 24611.5% $7.89万 加仓
ARTY ISHARES TR $77.83万0.15%16,727 4,15133.0% $19.31万 加仓
PCT PURECYCLE TECHNOLOGIES INC $80.26万0.15%154,638 -49,804-24.4% -$25.85万 减仓
OKE ONEOK INC NEW $80.65万0.16%8,922 2492.9% $2.25万 加仓
AIPO TIDAL TRUST II $80.85万0.16%32,393 8502.7% $2.12万 加仓
EVLV EVOLV TECHNOLOGIES HLDNGS IN $81.57万0.16%134,831 -18,176-11.9% -$11.00万 减仓
ZTS ZOETIS INC $84.25万0.16%7,127 2,49653.9% $29.51万 加仓
IWF ISHARES TR $87.95万0.17%2,063 56838.0% $24.22万 加仓
VWO VANGUARD INTL EQUITY INDEX F $88.47万0.17%16,368 1,3298.8% $7.18万 加仓
DON WISDOMTREE TR $90.64万0.17%17,251 00.0% — 不变
FMHI FIRST TR EXCH TRADED FD III $90.64万0.17%19,066 60.0% $285 加仓
HYFI AB ACTIVE ETFS INC $90.89万0.18%24,439 -5,778-19.1% -$21.49万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $97.97万0.19%9,500 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $99.64万0.19%2,391 1808.1% $7.50万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $102.07万0.20%18,008 4,38832.2% $24.87万 加仓
— ETF SER SOLUTIONS $102.33万0.20%10,225 10,225— $102.33万 新建仓
NOBL PROSHARES TR $103.42万0.20%9,755 30.0% $318 加仓
RSP INVESCO EXCHANGE TRADED FD T $103.76万0.20%5,406 -2,440-31.1% -$46.83万 减仓
WFC WELLS FARGO & CO $103.85万0.20%13,045 1,44912.5% $11.54万 加仓
XLV SELECT SECTOR SPDR TR $105.88万0.20%7,222 2,10441.1% $30.85万 加仓
BAC BANK AMERICA CORP $106.46万0.21%21,838 4,30324.5% $20.98万 加仓
CSCO CISCO SYS INC $107.78万0.21%13,891 1,53312.4% $11.89万 加仓
TMO THERMO FISHER SCIENTIFIC INC $109.53万0.21%2,228 -19-0.8% -$9,341 减仓
ED CONSOLIDATED EDISON INC $110.47万0.21%9,760 1,27015.0% $14.37万 加仓
AXP AMERICAN EXPRESS CO $113.04万0.22%3,737 3159.2% $9.53万 加仓
IWM ISHARES TR $113.51万0.22%4,577 1,28238.9% $31.79万 加仓
SHY ISHARES TR $120.41万0.23%14,582 -1,457-9.1% -$12.03万 减仓
STZ CONSTELLATION BRANDS INC $120.80万0.23%8,053 1,51223.1% $22.68万 加仓
DLN WISDOMTREE TR $121.46万0.23%13,597 00.0% — 不变
— HONEYWELL INTL INC $122.87万0.24%5,436 4849.8% $10.94万 加仓
COF CAPITAL ONE FINL CORP $123.19万0.24%6,753 76412.8% $13.94万 加仓
XLU SELECT SECTOR SPDR TR $126.22万0.24%27,506 4,10517.5% $18.84万 加仓
FPEI FIRST TR EXCH TRADED FD III $126.31万0.24%66,481 1,9563.0% $3.72万 加仓
VTV VANGUARD INDEX FDS $128.07万0.25%6,527 100.2% $1,962 加仓
DVY ISHARES TR $129.77万0.25%8,571 1,13415.2% $17.17万 加仓
BMY BRISTOL-MYERS SQUIBB CO $130.50万0.25%21,517 1,2936.4% $7.84万 加仓
ET ENERGY TRANSFER L P $133.39万0.26%69,115 5860.9% $1.13万 加仓
CLX CLOROX CO DEL $137.46万0.26%13,264 3,55236.6% $36.81万 加仓
PLTR PALANTIR TECHNOLOGIES INC $138.93万0.27%9,498 2,08728.2% $30.53万 加仓
NFLX NETFLIX INC. $139.31万0.27%14,489 1,0858.1% $10.43万 加仓
GEV GE VERNOVA INC $141.32万0.27%1,619 905.9% $7.86万 加仓
DES WISDOMTREE TR $142.97万0.28%39,781 00.0% — 不变
PM PHILIP MORRIS INTL INC $144.70万0.28%8,752 81210.2% $13.42万 加仓
SGOV ISHARES TR $145.61万0.28%14,465 14,465— $145.61万 新建仓
TJX TJX COS INC NEW $146.56万0.28%9,177 97211.8% $15.52万 加仓
ORCL ORACLE CORP $150.78万0.29%10,249 800.8% $1.18万 加仓
EPD ENTERPRISE PRODS PARTNERS L $153.20万0.30%40,487 -1,490-3.5% -$5.64万 减仓
VO VANGUARD INDEX FDS $155.30万0.30%5,408 3446.8% $9.88万 加仓
NKE NIKE INC $163.61万0.32%30,974 3,12411.2% $16.50万 加仓
D DOMINION ENERGY INC $165.41万0.32%26,757 1,3945.5% $8.62万 加仓
IBIT ISHARES BITCOIN TRUST ETF $167.65万0.32%43,636 11,95137.7% $45.92万 加仓
XLE SELECT SECTOR SPDR TR $168.09万0.32%27,438 5,00122.3% $30.64万 加仓
MA MASTERCARD INCORPORATED $170.14万0.33%3,405 37912.5% $18.94万 加仓
IBM INTERNATIONAL BUSINESS MACHS $170.82万0.33%7,047 1492.2% $3.61万 加仓
MRK MERCK & CO INC $173.61万0.33%14,432 1,94515.6% $23.40万 加仓
AVGO BROADCOM INC $173.75万0.33%5,614 2,10459.9% $65.12万 加仓
ABFL ABACUS FCF ETF TR $175.19万0.34%24,626 -1,560-6.0% -$11.10万 减仓
CAT CATERPILLAR INC $179.06万0.35%2,527 27812.4% $19.70万 加仓
VZ VERIZON COMMUNICATIONS INC $179.58万0.35%35,774 -1,963-5.2% -$9.85万 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $179.82万0.35%173,235 10,0006.1% $10.38万 加仓
TAFI AB ACTIVE ETFS INC $185.66万0.36%73,735 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $186.53万0.36%6,893 1,55129.0% $41.97万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $188.64万0.36%99,598 -8,767-8.1% -$16.60万 减仓
— FIRST TR EXCHANGE-TRADED FD $191.44万0.37%94,307 34,73758.3% $70.52万 加仓
CL COLGATE PALMOLIVE CO $192.23万0.37%22,555 2,41412.0% $20.57万 加仓
SPGI S&P GLOBAL INC $193.97万0.37%4,560 3528.4% $14.97万 加仓
DLR DIGITAL RLTY TR INC $196.38万0.38%10,897 6996.9% $12.60万 加仓
IHDG WISDOMTREE TR $210.84万0.41%43,788 5,98315.8% $28.81万 加仓
TY TRI CONTL CORP $211.64万0.41%66,996 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $216.00万0.42%33,708 1,3384.1% $8.57万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $216.25万0.42%31,671 3,65813.1% $24.98万 加仓