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
CRWD CROWDSTRIKE HLDGS INC $35.18万0.07%901 40180.2% $15.66万 加仓
BND VANGUARD BD INDEX FDS $34.77万0.07%4,721 4,721— $34.77万 新建仓
DHR DANAHER CORP DEL $34.34万0.07%1,811 66558.0% $12.61万 加仓
BKH BLACK HILLS CORP $34.32万0.07%4,945 00.0% — 不变
XLI SELECT SECTOR SPDR TR $34.04万0.07%2,105 2,105— $34.04万 新建仓
CI THE CIGNA GROUP $33.61万0.06%1,260 1,260— $33.61万 新建仓
SSB SOUTHSTATE BK CORP $33.60万0.06%3,632 3,632— $33.60万 新建仓
PPG PPG INDS INC $33.44万0.06%3,129 3,129— $33.44万 新建仓
VNQ VANGUARD INDEX FDS $33.42万0.06%3,768 -281-6.9% -$2.49万 减仓
GD GENERAL DYNAMICS CORP $33.29万0.06%970 970— $33.29万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $32.77万0.06%1,613 301.9% $6,096 加仓
KMI KINDER MORGAN INC DEL $32.76万0.06%9,769 6757.4% $2.26万 加仓
NSC NORFOLK SOUTHN CORP $32.70万0.06%1,140 -33-2.8% -$9,467 减仓
VYMI VANGUARD WHITEHALL FDS $32.67万0.06%3,467 3,467— $32.67万 新建仓
MNST MONSTER BEVERAGE CORP NEW $32.61万0.06%4,500 4,500— $32.61万 新建仓
KHC KRAFT HEINZ CO $32.58万0.06%14,486 14,486— $32.58万 新建仓
TMUS T-MOBILE US INC $32.55万0.06%1,550 47744.5% $10.02万 加仓
— AMERICAS CAR-MART INC $32.33万0.06%25,400 5,00024.5% $6.37万 加仓
ACN ACCENTURE PLC IRELAND $32.20万0.06%1,624 -450-21.7% -$8.92万 减仓
ILMN ILLUMINA INC $31.70万0.06%2,572 37016.8% $4.56万 加仓
ITA ISHARES TR $31.59万0.06%1,444 -24-1.6% -$5,251 减仓
ABNB AIRBNB INC $31.43万0.06%2,489 2,489— $31.43万 新建仓
SPYM SPDR SERIES TRUST $31.20万0.06%4,077 -158-3.7% -$1.21万 减仓
SPG SIMON PPTY GROUP INC NEW $31.11万0.06%1,668 110.7% $2,052 加仓
TSAT TELESAT CORP $30.95万0.06%8,551 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $30.92万0.06%19,755 19,755— $30.92万 新建仓
RF REGIONS FINANCIAL CORP NEW $30.87万0.06%11,818 11,818— $30.87万 新建仓
ABCB AMERIS BANCORP $30.74万0.06%3,941 3,941— $30.74万 新建仓
HDB HDFC BANK LTD $29.98万0.06%12,049 2061.7% $5,125 加仓
VMRK EQUITY RESIDENTIAL $29.68万0.06%5,017 -312-5.9% -$1.85万 减仓
LNG CHENIERE ENERGY INC $28.97万0.06%1,021 00.0% — 重新持有
DIS DISNEY WALT CO 看涨期权 $28.91万0.06%3,000 3,000— $28.91万 新建仓
NVO NOVO-NORDISK A S $28.89万0.06%7,862 00.0% — 不变
CALF PACER FDS TR $28.72万0.06%6,400 00.0% — 不变
SMH VANECK ETF TRUST $28.65万0.06%747 00.0% — 不变
ADBE ADOBE INC $28.62万0.06%1,177 55789.8% $13.54万 加仓
CLH CLEAN HARBORS INC $28.36万0.05%989 989— $28.36万 新建仓
ENB ENBRIDGE INC $28.35万0.05%5,245 -7-0.1% -$378 减仓
CDNS CADENCE DESIGN SYSTEM INC $28.32万0.05%1,019 35252.8% $9.78万 加仓
QCOM QUALCOMM INC $28.29万0.05%2,197 2,197— $28.29万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $28.26万0.05%3,017 1565.5% $1.46万 加仓
ROST ROSS STORES INC $28.09万0.05%1,297 1,297— $28.09万 新建仓
CAH CARDINAL HEALTH INC $28.08万0.05%1,329 1,329— $28.08万 新建仓
IVW ISHARES TR $27.49万0.05%2,431 39119.2% $4.42万 加仓
MRVL MARVELL TECHNOLOGY INC $27.44万0.05%2,771 2047.9% $2.02万 加仓
SYK STRYKER CORPORATION $27.38万0.05%833 648.3% $2.10万 加仓
LAMR LAMAR ADVERTISING CO $27.35万0.05%2,159 2,159— $27.35万 新建仓
CMCSA COMCAST CORP NEW $26.87万0.05%9,359 9,359— $26.87万 新建仓
MSI MOTOROLA SOLUTIONS INC $26.73万0.05%616 616— $26.73万 新建仓
GEN GEN DIGITAL INC $26.64万0.05%14,147 1,48811.8% $2.80万 加仓
NOW SERVICENOW INC $26.57万0.05%2,541 2,541— $26.57万 新建仓
SWKS SKYWORKS SOLUTIONS INC $26.56万0.05%4,959 4,959— $26.56万 新建仓
TXG 10X GENOMICS INC $26.52万0.05%12,492 12,492— $26.52万 新建仓
USB US BANCORP $26.47万0.05%5,089 5,089— $26.47万 新建仓
ESS ESSEX PPTY TR INC $26.38万0.05%1,090 1,090— $26.38万 新建仓
CF CF INDUSTRIES HOLD $26.19万0.05%2,017 2,017— $26.19万 新建仓
NU NU HLDGS LTD $25.91万0.05%18,030 00.0% — 不变
AMP AMERIPRISE FINL INC $25.86万0.05%582 9419.3% $4.18万 加仓
— FINGERMOTION INC $25.83万0.05%259,643 92,02854.9% $9.16万 加仓
PRU PRUDENTIAL FINL INC $25.83万0.05%2,644 70636.4% $6.90万 加仓
RCL ROYAL CARIBBEAN GROUP $25.76万0.05%936 936— $25.76万 新建仓
MAA MID-AMER APT CMNTYS INC $25.54万0.05%2,091 2,091— $25.54万 新建仓
USRT ISHARES TR $25.49万0.05%4,307 4,307— $25.49万 新建仓
IBB ISHARES TR $25.20万0.05%1,492 00.0% — 不变
IEMG ISHARES INC $24.96万0.05%3,579 3,579— $24.96万 新建仓
DLTR DOLLAR TREE INC $24.63万0.05%2,249 2,249— $24.63万 新建仓
INTC INTEL CORP $24.56万0.05%5,566 -119-2.1% -$5,252 减仓
KR KROGER CO $24.56万0.05%3,394 3,394— $24.56万 新建仓
BNY BANK NEW YORK MELLON CORP $24.55万0.05%2,070 2,070— $24.55万 新建仓
NUE NUCOR CORP $24.54万0.05%1,451 1,451— $24.54万 新建仓
INGR INGREDION INC $24.48万0.05%2,173 2,173— $24.48万 新建仓
IEFA ISHARES TR $24.46万0.05%2,702 2,702— $24.46万 新建仓
EW EDWARDS LIFESCIENCES CORP $24.39万0.05%3,046 3,046— $24.39万 新建仓
DRVN DRIVEN BRANDS HLDGS INC $23.96万0.05%19,000 00.0% — 不变
IYR ISHARES TR $23.92万0.05%2,530 00.0% — 不变
PAGP PLAINS GP HLDGS L P $23.88万0.05%9,834 9,834— $23.88万 新建仓
IQV IQVIA HLDGS INC $23.88万0.05%1,400 35233.6% $6.00万 加仓
UL UNILEVER PLC $23.84万0.05%4,185 -88-2.1% -$5,013 减仓
VFH VANGUARD WORLD FD $23.50万0.05%1,945 1,945— $23.50万 新建仓
EIX EDISON INTL $23.24万0.04%3,175 3,175— $23.24万 新建仓
MYN BLACKROCK MUNIYIELD N Y QUAL $23.22万0.04%24,186 24,186— $23.22万 新建仓
CTAS CINTAS CORP $23.21万0.04%1,372 1,372— $23.21万 新建仓
ASML ASML HLDG NV $23.11万0.04%175 175— $23.11万 新建仓
SNPS SYNOPSYS INC $23.04万0.04%581 581— $23.04万 新建仓
IJR ISHARES TR $22.91万0.04%1,843 1066.1% $1.32万 加仓
DDS DILLARDS INC $22.88万0.04%400 00.0% — 不变
MS MORGAN STANLEY $22.66万0.04%1,377 1,377— $22.66万 新建仓
MTCH MATCH GROUP INC NEW $22.62万0.04%7,366 7,366— $22.62万 新建仓
WCC WESCO INTL INC $22.60万0.04%826 826— $22.60万 新建仓
FCX FREEPORT MCMORAN INC $22.57万0.04%3,839 3,839— $22.57万 新建仓
AMT AMERICAN TOWER CORP $22.52万0.04%1,305 -12-0.9% -$2,071 减仓
— WEBSTER FINL CORP $22.31万0.04%3,213 -328-9.3% -$2.28万 减仓
CRUS CIRRUS LOGIC INC $22.30万0.04%1,542 1,542— $22.30万 新建仓
FDX FEDEX CORP $22.28万0.04%626 626— $22.28万 新建仓
ITW ILLINOIS TOOL WKS INC $22.25万0.04%855 855— $22.25万 新建仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $22.19万0.04%4,805 4,805— $22.19万 新建仓
GIII G III APPAREL GROUP LTD $22.16万0.04%8,000 00.0% — 不变
EMOP AB ACTIVE ETFS INC $22.16万0.04%5,057 5,057— $22.16万 新建仓
BIIB BIOGEN INC $22.02万0.04%1,201 1,201— $22.02万 新建仓
MAS MASCO CORP $21.98万0.04%3,641 3,641— $21.98万 新建仓