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
SLV ISHARES SILVER TR $42.35万0.07%7,921 2,60048.9% $13.90万 加仓
PPG PPG INDS INC $42.25万0.07%3,483 35411.3% $4.29万 加仓
SHW SHERWIN WILLIAMS CO $42.09万0.07%1,222 796.9% $2.72万 加仓
BLK BLACKROCK INC $42.07万0.07%438 -3-0.7% -$2,881 减仓
GPC GENUINE PARTS CO $41.89万0.07%3,550 1,56979.2% $18.51万 加仓
CDNS CADENCE DESIGN SYSTEM INC $41.77万0.07%1,113 949.2% $3.53万 加仓
MPC MARATHON PETE CORP $41.52万0.07%1,624 140.9% $3,579 加仓
CTAS CINTAS CORP $41.09万0.07%2,416 1,04476.1% $17.76万 加仓
QCOM QUALCOMM INC $40.50万0.07%2,192 -5-0.2% -$924 减仓
FTNT FORTINET INC $40.16万0.07%2,614 1465.9% $2.24万 加仓
SO SOUTHERN CO $39.30万0.06%4,107 1975.0% $1.89万 加仓
HYMB SPDR SERIES TRUST $38.88万0.06%15,282 00.0% — 不变
— J P MORGAN EXCHANGE TRADED F $38.84万0.06%7,740 7,740— $38.84万 新建仓
TFC TRUIST FINL CORP $38.51万0.06%7,730 490.6% $2,441 加仓
DFAI DIMENSIONAL ETF TRUST $37.86万0.06%9,177 9,177— $37.86万 新建仓
DLTR DOLLAR TREE INC $37.78万0.06%3,124 87538.9% $10.58万 加仓
SPG SIMON PPTY GROUP INC NEW $37.51万0.06%1,677 90.5% $2,013 加仓
KHC KRAFT HEINZ CO $37.42万0.06%15,842 1,3569.4% $3.20万 加仓
AXON AXON ENTERPRISE INC $37.06万0.06%661 661— $37.06万 新建仓
SPYM SPDR SERIES TRUST $36.89万0.06%4,197 1202.9% $1.05万 加仓
SHOP SHOPIFY INC $36.31万0.06%3,180 -356-10.1% -$4.06万 减仓
PREF PRINCIPAL EXCHANGE TRADED FD $36.21万0.06%19,000 00.0% — 不变
NSC NORFOLK SOUTHN CORP $36.10万0.06%1,148 80.7% $2,516 加仓
BKH BLACK HILLS CORP $36.05万0.06%4,845 -100-2.0% -$7,440 减仓
CI THE CIGNA GROUP $36.00万0.06%1,306 463.7% $1.27万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $35.97万0.06%7,226 00.0% — 不变
ITA ISHARES TR $35.01万0.06%1,444 00.0% — 不变
KKR KKR & CO INC $34.82万0.06%3,794 -245-6.1% -$2.25万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $34.66万0.06%3,017 00.0% — 不变
BND VANGUARD BD INDEX FDS $34.66万0.06%4,721 00.0% — 不变
BIL SPDR SERIES TRUST $34.32万0.06%3,745 -2,812-42.9% -$25.77万 减仓
GILD GILEAD SCIENCES INC $34.31万0.06%2,716 -563-17.2% -$7.11万 减仓
VMRK EQUITY RESIDENTIAL $34.08万0.06%5,017 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $34.05万0.06%3,467 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $33.98万0.06%3,535 -965-21.4% -$9.28万 减仓
EW EDWARDS LIFESCIENCES CORP $33.84万0.06%3,741 69522.8% $6.29万 加仓
IVW ISHARES TR $33.43万0.05%2,431 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $33.27万0.05%6,061 6,061— $33.27万 新建仓
TXG 10X GENOMICS INC $32.70万0.05%8,530 -3,962-31.7% -$15.19万 减仓
CALF PACER FDS TR $32.39万0.05%6,400 00.0% — 不变
ORI OLD REP INTL CORP $32.34万0.05%7,904 -2,160-21.5% -$8.84万 减仓
PH PARKER-HANNIFIN CORP $32.28万0.05%330 330— $32.28万 新建仓
ESS ESSEX PPTY TR INC $32.19万0.05%1,104 141.3% $4,082 加仓
CHD CHURCH & DWIGHT CO INC $31.60万0.05%3,262 3,262— $31.60万 新建仓
USB US BANCORP $31.35万0.05%5,191 1022.0% $6,161 加仓
IJR ISHARES TR $31.21万0.05%2,105 26214.2% $3.88万 加仓
RCL ROYAL CARIBBEAN GROUP $31.18万0.05%982 464.9% $1.46万 加仓
GEN GEN DIGITAL INC $30.92万0.05%12,421 -1,726-12.2% -$4.30万 减仓
IEMG ISHARES INC $30.85万0.05%3,725 1464.1% $1.21万 加仓
PRU PRUDENTIAL FINL INC $30.66万0.05%2,840 1967.4% $2.12万 加仓
— WRAP TECHNOLOGIES INC $30.26万0.05%234,607 234,607— $30.26万 新建仓
ABNB AIRBNB INC $30.25万0.05%2,114 -375-15.1% -$5.37万 减仓
ADBE ADOBE INC $30.18万0.05%1,472 29525.1% $6.05万 加仓
IQV IQVIA HLDGS INC $30.10万0.05%1,558 15811.3% $3.05万 加仓
ITW ILLINOIS TOOL WKS INC $30.08万0.05%1,112 25730.1% $6.95万 加仓
TAFM AB ACTIVE ETFS INC $30.00万0.05%11,683 11,683— $30.00万 新建仓
IEFA ISHARES TR $30.00万0.05%3,106 40415.0% $3.90万 加仓
SWKS SKYWORKS SOLUTIONS INC $29.90万0.05%4,410 -549-11.1% -$3.72万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $29.65万0.05%767 527.3% $2.01万 加仓
DDOG DATADOG INC $29.21万0.05%1,122 1,122— $29.21万 新建仓
MAA MID-AMER APT CMNTYS INC $29.14万0.05%2,097 60.3% $834 加仓
VNQ VANGUARD INDEX FDS $29.09万0.05%3,017 -751-19.9% -$7.24万 减仓
AZO AUTOZONE INC $29.08万0.05%91 91— $29.08万 新建仓
MS MORGAN STANLEY $28.99万0.05%1,387 100.7% $2,090 加仓
BNY BANK OF NY MELLON CORP $28.96万0.05%2,003 -67-3.2% -$9,689 减仓
CEG CONSTELLATION ENERGY CORP $28.94万0.05%1,165 -111-8.7% -$2.76万 减仓
USRT ISHARES TR $28.62万0.05%4,307 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $28.49万0.05%223 223— $28.49万 新建仓
IBB ISHARES TR $28.39万0.05%1,492 00.0% — 不变
ENB ENBRIDGE INC $28.29万0.05%5,218 -27-0.5% -$1,464 减仓
ANET ARISTA NETWORKS INC $28.25万0.05%1,663 1,663— $28.25万 新建仓
ROST ROSS STORES INC $28.20万0.05%1,325 282.2% $5,959 加仓
CRM SALESFORCE INC $27.95万0.05%1,784 -685-27.7% -$10.73万 减仓
KMI KINDER MORGAN INC DEL $27.92万0.05%8,732 -1,037-10.6% -$3.32万 减仓
PSA PUBLIC STORAGE $27.87万0.05%875 875— $27.87万 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $27.68万0.05%5,046 5,046— $27.68万 新建仓
MAS MASCO CORP $27.65万0.05%3,398 -243-6.7% -$1.98万 减仓
CLH CLEAN HARBORS INC $27.60万0.05%924 -65-6.6% -$1.94万 减仓
IRM IRON MTN INC DEL $27.44万0.04%2,173 532.5% $6,693 加仓
SYY SYSCO CORP $27.15万0.04%3,248 3,248— $27.15万 新建仓
GIII G III APPAREL GROUP LTD $26.97万0.04%8,000 00.0% — 不变
KLAC KLA CORP $26.85万0.04%890 890— $26.85万 新建仓
TMUS T-MOBILE US INC $26.70万0.04%1,592 422.7% $7,045 加仓
ZTS ZOETIS INC $26.70万0.04%3,715 -3,412-47.9% -$24.52万 减仓
DRVN DRIVEN BRANDS HLDGS INC $26.59万0.04%19,073 730.4% $1,018 加仓
AVY AVERY DENNISON CORP $26.53万0.04%1,634 1,634— $26.53万 新建仓
VXUS VANGUARD STAR FDS $26.38万0.04%3,085 3,085— $26.38万 新建仓
ENTG ENTEGRIS INC $26.34万0.04%1,465 1,465— $26.34万 新建仓
HWM HOWMET AEROSPACE INC $26.19万0.04%974 974— $26.19万 新建仓
EOG EOG RES INC $26.14万0.04%2,015 2,015— $26.14万 新建仓
CAG CONAGRA BRANDS INC $26.10万0.04%19,392 8,34275.5% $11.23万 加仓
DAL DELTA AIR LINES INC $26.04万0.04%2,780 2,780— $26.04万 新建仓
SNA SNAP ON INC $26.04万0.04%647 647— $26.04万 新建仓
WULF TERAWULF INC $25.89万0.04%10,480 00.0% — 不变
IYR ISHARES TR $25.87万0.04%2,530 00.0% — 不变
ATR APTARGROUP INC $25.79万0.04%2,060 2,060— $25.79万 新建仓
EIX EDISON INTL $25.65万0.04%3,445 2708.5% $2.01万 加仓
VFH VANGUARD WORLD FD $25.60万0.04%1,945 00.0% — 不变
NOW SERVICENOW INC $25.52万0.04%2,571 301.2% $2,978 加仓
LAMR LAMAR ADVERTISING CO $25.46万0.04%1,632 -527-24.4% -$8.22万 减仓