13F 机构持仓

Platform Technology Partners

NEW YORK NY · SEC CIK 0001830817

2026Q22026Q1 更早 9 个季度 🔒
$6.11亿2026Q2 申报市值
394持仓数
29.0%前十大占比 · 第一大 7.1%
79 / 31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 7.1%
NVDA 4.3%
MSFT 2.8%
AMZN 2.6%
EVSD 2.4%
FTRB 2.3%
SCHD 2.1%
IVV 2.0%
GOOGL 1.7%
JPM 1.6%

2026Q2 买入最多 按季末市值估算

CIFR 新建仓+$857.50万
SGOV 加仓+$305.17万
FSIG 加仓+$195.18万
FTRB 加仓+$183.66万
JMEE 加仓+$183.23万

2026Q2 卖出最多 按季末市值估算

HON 减仓-$65.83万
BX 减仓-$42.51万
FIRST TR EXCH TR 清仓-$39.49万
SSB 清仓-$33.60万
GD 清仓-$33.29万

2026Q2 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
CI THE CIGNA GROUP $36.00万0.06%1,306 463.7% $1.27万 加仓
BKH BLACK HILLS CORP $36.05万0.06%4,845 -100-2.0% -$7,440 减仓
NSC NORFOLK SOUTHN CORP $36.10万0.06%1,148 80.7% $2,516 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $36.21万0.06%19,000 00.0% — 不变
SHOP SHOPIFY INC $36.31万0.06%3,180 -356-10.1% -$4.06万 减仓
SPYM SPDR SERIES TRUST $36.89万0.06%4,197 1202.9% $1.05万 加仓
AXON AXON ENTERPRISE INC $37.06万0.06%661 661— $37.06万 新建仓
KHC KRAFT HEINZ CO $37.42万0.06%15,842 1,3569.4% $3.20万 加仓
SPG SIMON PPTY GROUP INC NEW $37.51万0.06%1,677 90.5% $2,013 加仓
DLTR DOLLAR TREE INC $37.78万0.06%3,124 87538.9% $10.58万 加仓
DFAI DIMENSIONAL ETF TRUST $37.86万0.06%9,177 9,177— $37.86万 新建仓
TFC TRUIST FINL CORP $38.51万0.06%7,730 490.6% $2,441 加仓
— J P MORGAN EXCHANGE TRADED F $38.84万0.06%7,740 7,740— $38.84万 新建仓
HYMB SPDR SERIES TRUST $38.88万0.06%15,282 00.0% — 不变
SO SOUTHERN CO $39.30万0.06%4,107 1975.0% $1.89万 加仓
FTNT FORTINET INC $40.16万0.07%2,614 1465.9% $2.24万 加仓
QCOM QUALCOMM INC $40.50万0.07%2,192 -5-0.2% -$924 减仓
CTAS CINTAS CORP $41.09万0.07%2,416 1,04476.1% $17.76万 加仓
MPC MARATHON PETE CORP $41.52万0.07%1,624 140.9% $3,579 加仓
CDNS CADENCE DESIGN SYSTEM INC $41.77万0.07%1,113 949.2% $3.53万 加仓
GPC GENUINE PARTS CO $41.89万0.07%3,550 1,56979.2% $18.51万 加仓
BLK BLACKROCK INC $42.07万0.07%438 -3-0.7% -$2,881 减仓
SHW SHERWIN WILLIAMS CO $42.09万0.07%1,222 796.9% $2.72万 加仓
PPG PPG INDS INC $42.25万0.07%3,483 35411.3% $4.29万 加仓
SLV ISHARES SILVER TR $42.35万0.07%7,921 2,60048.9% $13.90万 加仓
IDV ISHARES TR $42.63万0.07%10,290 10,290— $42.63万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $42.92万0.07%8,408 2,20235.5% $11.24万 加仓
IQLT ISHARES TR $42.95万0.07%8,667 750.9% $3,716 加仓
ADP AUTOMATIC DATA PROCESSING IN $43.10万0.07%1,924 31119.3% $6.97万 加仓
DHR DANAHER CORP DEL $43.32万0.07%2,274 46325.6% $8.82万 加仓
AAPL APPLE INC 看涨期权 $43.40万0.07%1,500 1,500— $43.40万 新建仓
ILMN ILLUMINA INC $45.36万0.07%2,580 80.3% $1,407 加仓
MDLZ MONDELEZ INTL INC $45.40万0.07%7,849 1,50423.7% $8.70万 加仓
CPER UNITED STS COMMODITY INDEX F $45.44万0.07%12,044 -45-0.4% -$1,698 减仓
MO ALTRIA GROUP INC $45.51万0.07%6,325 1232.0% $8,850 加仓
NVS NOVARTIS AG $46.39万0.08%2,960 -24-0.8% -$3,761 减仓
NBIS NEBIUS GROUP N.V. $46.45万0.08%1,682 1,682— $46.45万 新建仓
ETR ENTERGY CORP NEW $47.12万0.08%4,103 -63-1.5% -$7,236 减仓
EXC EXELON CORP $48.64万0.08%10,433 8739.1% $4.07万 加仓
WAB WABTEC $49.36万0.08%1,831 00.0% — 不变
ACN ACCENTURE PLC IRELAND $49.65万0.08%3,989 2,365145.6% $29.43万 加仓
AKAM AKAMAI TECHNOLOGIES INC $49.78万0.08%4,211 00.0% — 不变
ASML ASML HLDG NV $51.61万0.08%259 8448.0% $16.74万 加仓
XLP SELECT SECTOR SPDR TR $51.85万0.08%6,242 00.0% — 不变
DELL DELL TECHNOLOGIES INC $52.08万0.09%1,207 -129-9.7% -$5.57万 减仓
TGT TARGET CORP $52.40万0.09%4,012 2927.8% $3.81万 加仓
NVO NOVO-NORDISK A S $52.45万0.09%10,941 3,07939.2% $14.76万 加仓
UPS UNITED PARCEL SVCS INC $54.45万0.09%5,066 2134.4% $2.29万 加仓
C CITIGROUP INC $54.91万0.09%3,923 320.8% $4,479 加仓
CSX CSX CORP $55.00万0.09%11,573 -889-7.1% -$4.23万 减仓
PFE PFIZER INC $55.07万0.09%22,870 -126-0.5% -$3,034 减仓
HONA HONEYWELL AEROSPACE INC $55.18万0.09%2,496 2,496— $55.18万 新建仓
T AT&T INC $55.20万0.09%26,666 1,1654.6% $2.41万 加仓
HON HONEYWELL INTL INC $55.89万0.09%2,496 -2,940-54.1% -$65.83万 减仓
ABT ABBOTT LABORATORIES $56.19万0.09%6,192 -545-8.1% -$4.95万 减仓
— ISHARES ETHEREUM TR $56.22万0.09%47,285 -1,000-2.1% -$1.19万 减仓
BIV VANGUARD BD INDEX FDS $57.00万0.09%7,431 -821-9.9% -$6.30万 减仓
IJH ISHARES TR $58.39万0.10%7,572 -6-0.1% -$463 减仓
CVS CVS HEALTH CORP $58.61万0.10%5,665 -431-7.1% -$4.46万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $59.15万0.10%841 00.0% — 不变
CRWV COREWEAVE INC $59.77万0.10%6,004 -2,121-26.1% -$21.11万 减仓
ORLY OREILLY AUTOMOTIVE INC $60.84万0.10%6,607 1,33525.3% $12.29万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $61.77万0.10%35,975 -469-1.3% -$8,053 减仓
CP CANADIAN PACIFIC KANSAS CITY $62.15万0.10%7,170 00.0% — 不变
YUM YUM BRANDS INC $62.77万0.10%3,927 310.8% $4,955 加仓
MGK VANGUARD WORLD FD $63.51万0.10%7,225 1702.4% $1.49万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $64.08万0.10%6,500 00.0% — 不变
XLI SELECT SECTOR SPDR TR $64.59万0.11%3,487 1,38265.7% $25.60万 加仓
SMH VANECK ETF TRUST $66.84万0.11%1,019 27236.4% $17.84万 加仓
CMI CUMMINS INC $68.04万0.11%954 80.8% $5,706 加仓
ON ON SEMICONDUCTOR CORP $69.57万0.11%7,359 110.1% $1,040 加仓
IWD ISHARES TR $70.23万0.11%2,897 -66-2.2% -$1.60万 减仓
BXSL BLACKSTONE SECD LENDING FD $70.95万0.12%29,924 3,86414.8% $9.16万 加仓
BKNG BOOKING HOLDINGS INC $71.03万0.12%3,985 -365-8.4% -$6.51万 减仓
DIS DISNEY WALT CO $71.35万0.12%7,412 981.3% $9,433 加仓
PNC PNC FINL SVCS GROUP INC $71.38万0.12%2,899 250.9% $6,156 加仓
SCHW SCHWAB CHARLES CORP $72.43万0.12%7,850 -228-2.8% -$2.10万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $72.87万0.12%1,526 29223.7% $13.94万 加仓
VB VANGUARD INDEX FDS $73.65万0.12%2,430 923.9% $2.79万 加仓
VRTX VERTEX PHARMACEUTICALS INC $74.96万0.12%1,509 614.2% $3.03万 加仓
APH AMPHENOL CORP $75.18万0.12%4,264 170.4% $2,997 加仓
MRVL MARVELL TECHNOLOGY INC $75.29万0.12%2,528 -243-8.8% -$7.24万 减仓
IWO ISHARES TR $76.43万0.13%1,940 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $76.46万0.13%1,002 10111.2% $7.71万 加仓
WOLF WOLFSPEED INC $77.47万0.13%16,056 16,056— $77.47万 新建仓
ETN EATON CORP PLC $80.03万0.13%1,878 -19-1.0% -$8,096 减仓
VRT VERTIV HOLDINGS CO $80.31万0.13%2,399 10.0% $335 加仓
EVLV EVOLV TECHNOLOGIES HLDNGS IN $80.69万0.13%139,122 4,2913.2% $2.49万 加仓
OKE ONEOK INC NEW $82.77万0.14%9,520 5986.7% $5.20万 加仓
INTC INTEL CORP $84.31万0.14%6,038 4728.5% $6.59万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $84.32万0.14%19,547 3,06518.6% $13.22万 加仓
ISRG INTUITIVE SURGICAL INC $85.69万0.14%2,155 1,163117.2% $46.24万 加仓
AEP AMERICAN ELEC PWR CO INC $85.87万0.14%6,277 4868.4% $6.65万 加仓
IXN ISHARES TR $86.92万0.14%6,016 00.0% — 不变
VTI VANGUARD INDEX FDS $88.26万0.14%2,385 -4-0.2% -$1,480 减仓
FMHI FIRST TR EXCH TRADED FD III $92.96万0.15%19,172 1060.6% $5,140 加仓
HYFI AB ACTIVE ETFS INC $93.71万0.15%25,097 6582.7% $2.46万 加仓
DON WISDOMTREE TR $97.50万0.16%17,251 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $97.93万0.16%1,686 -128-7.1% -$7.43万 减仓
WFC WELLS FARGO & CO $98.69万0.16%11,943 -1,102-8.4% -$9.11万 减仓