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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,818.63万 | 7.36% | 150,464 | 7,338 | 5.1% | $186.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,278.75万 | 4.39% | 130,662 | 13,458 | 11.5% | $234.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,576.70万 | 3.04% | 42,594 | 3,922 | 10.1% | $145.18万 | 加仓 |
| AMZN | AMAZON COM INC | $1,428.62万 | 2.75% | 68,595 | 6,313 | 10.1% | $131.48万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $1,325.63万 | 2.56% | 260,234 | 10,833 | 4.3% | $55.18万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $1,209.13万 | 2.33% | 480,861 | 24,524 | 5.4% | $61.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,170.71万 | 2.26% | 381,586 | 30,934 | 8.8% | $94.91万 | 加仓 |
| IVV | ISHARES TR | $1,018.86万 | 1.96% | 15,598 | 3,309 | 26.9% | $216.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $920.46万 | 1.77% | 31,291 | 2,189 | 7.5% | $64.39万 | 加仓 |
| GOOGL | ALPHABET INC | $843.50万 | 1.63% | 29,333 | 2,640 | 9.9% | $75.92万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $810.33万 | 1.56% | 279,617 | 3,692 | 1.3% | $10.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $786.42万 | 1.52% | 16,411 | 858 | 5.5% | $41.12万 | 加仓 |
| META | META PLATFORMS INC | $769.43万 | 1.48% | 13,449 | 1,422 | 11.8% | $81.35万 | 加仓 |
| GOOG | ALPHABET INC | $735.44万 | 1.42% | 25,637 | 2,168 | 9.2% | $62.19万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $722.85万 | 1.39% | 64,877 | 2,455 | 3.9% | $27.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $711.65万 | 1.37% | 100,049 | 6,176 | 6.6% | $43.93万 | 加仓 |
| TSLA | TESLA INC | $707.24万 | 1.36% | 19,025 | 3,140 | 19.8% | $116.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $624.39万 | 1.20% | 25,544 | 2,136 | 9.1% | $52.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $621.61万 | 1.20% | 10,403 | -223 | -2.1% | -$13.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $561.95万 | 1.08% | 12,865 | 736 | 6.1% | $32.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $550.46万 | 1.06% | 26,605 | 216 | 0.8% | $4.47万 | 加仓 |
| RTX | RTX CORPORATION | $513.36万 | 0.99% | 26,613 | 972 | 3.8% | $18.75万 | 加仓 |
| GLD | SPDR GOLD TR | $500.32万 | 0.96% | 11,627 | 1,352 | 13.2% | $58.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $493.86万 | 0.95% | 5,838 | 288 | 5.2% | $24.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $465.59万 | 0.90% | 7,159 | -1,095 | -13.3% | -$71.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $458.88万 | 0.88% | 21,477 | 217 | 1.0% | $4.64万 | 加仓 |
| BX | BLACKSTONE INC | $437.00万 | 0.84% | 38,003 | 13,035 | 52.2% | $149.89万 | 加仓 |
| V | VISA INC | $413.89万 | 0.80% | 13,694 | 849 | 6.6% | $25.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $389.52万 | 0.75% | 41,938 | 834 | 2.0% | $7.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $380.27万 | 0.73% | 3,816 | 268 | 7.6% | $26.71万 | 加仓 |
| HGER | HARBOR ETF TRUST | $375.28万 | 0.72% | 121,019 | 14,827 | 14.0% | $45.98万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $365.28万 | 0.70% | 54,707 | 54,707 | — | $365.28万 | 新建仓 |
| HD | HOME DEPOT INC | $337.57万 | 0.65% | 10,264 | 866 | 9.2% | $28.48万 | 加仓 |
| BA | BOEING CO | $335.70万 | 0.65% | 16,867 | 513 | 3.1% | $10.21万 | 加仓 |
| CB | CHUBB LTD SWITZ | $333.50万 | 0.64% | 10,232 | 327 | 3.3% | $10.66万 | 加仓 |
| WMB | WILLIAMS COS INC | $333.47万 | 0.64% | 45,820 | 606 | 1.3% | $4.41万 | 加仓 |
| PEP | PEPSICO INC | $329.34万 | 0.63% | 21,208 | 1,678 | 8.6% | $26.06万 | 加仓 |
| WMT | WALMART INC | $328.70万 | 0.63% | 26,449 | 2,254 | 9.3% | $28.01万 | 加仓 |
| PLD | PROLOGIS INC. | $326.27万 | 0.63% | 24,684 | 654 | 2.7% | $8.64万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $323.67万 | 0.62% | 21,855 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $310.99万 | 0.60% | 10,006 | 909 | 10.0% | $28.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $300.53万 | 0.58% | 20,807 | 2,786 | 15.5% | $40.24万 | 加仓 |
| AMGN | AMGEN INC | $295.10万 | 0.57% | 8,387 | 603 | 7.7% | $21.22万 | 加仓 |
| PFF | ISHARES TR | $292.45万 | 0.56% | 96,454 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $291.42万 | 0.56% | 17,177 | 1,414 | 9.0% | $23.99万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $277.41万 | 0.53% | 21,186 | 697 | 3.4% | $9.13万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $271.05万 | 0.52% | 4,485 | 153 | 3.5% | $9.25万 | 加仓 |
| SBUX | STARBUCKS CORP | $264.55万 | 0.51% | 29,529 | 4,444 | 17.7% | $39.81万 | 加仓 |
| COP | CONOCOPHILLIPS | $263.29万 | 0.51% | 19,946 | 2,405 | 13.7% | $31.75万 | 加仓 |
| UNP | UNION PAC CORP | $247.40万 | 0.48% | 10,197 | 386 | 3.9% | $9.37万 | 加仓 |
| LLY | ELI LILLY & CO | $238.22万 | 0.46% | 2,590 | 118 | 4.8% | $10.85万 | 加仓 |
| ABBV | ABBVIE INC | $235.84万 | 0.45% | 10,844 | 700 | 6.9% | $15.22万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $235.75万 | 0.45% | 8,116 | 1,346 | 19.9% | $39.10万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $229.08万 | 0.44% | 30,466 | 1,646 | 5.7% | $12.38万 | 加仓 |
| MDT | MEDTRONIC PLC | $227.78万 | 0.44% | 26,287 | 1,434 | 5.8% | $12.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $226.88万 | 0.44% | 3,931 | -241 | -5.8% | -$13.91万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $216.25万 | 0.42% | 31,671 | 3,658 | 13.1% | $24.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $216.00万 | 0.42% | 33,708 | 1,338 | 4.1% | $8.57万 | 加仓 |
| TY | TRI CONTL CORP | $211.64万 | 0.41% | 66,996 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $210.84万 | 0.41% | 43,788 | 5,983 | 15.8% | $28.81万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $196.38万 | 0.38% | 10,897 | 699 | 6.9% | $12.60万 | 加仓 |
| SPGI | S&P GLOBAL INC | $193.97万 | 0.37% | 4,560 | 352 | 8.4% | $14.97万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $192.23万 | 0.37% | 22,555 | 2,414 | 12.0% | $20.57万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $191.44万 | 0.37% | 94,307 | 34,737 | 58.3% | $70.52万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $188.64万 | 0.36% | 99,598 | -8,767 | -8.1% | -$16.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $186.53万 | 0.36% | 6,893 | 1,551 | 29.0% | $41.97万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $185.66万 | 0.36% | 73,735 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $179.82万 | 0.35% | 173,235 | 10,000 | 6.1% | $10.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $179.58万 | 0.35% | 35,774 | -1,963 | -5.2% | -$9.85万 | 减仓 |
| CAT | CATERPILLAR INC | $179.06万 | 0.35% | 2,527 | 278 | 12.4% | $19.70万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $175.19万 | 0.34% | 24,626 | -1,560 | -6.0% | -$11.10万 | 减仓 |
| AVGO | BROADCOM INC | $173.75万 | 0.33% | 5,614 | 2,104 | 59.9% | $65.12万 | 加仓 |
| MRK | MERCK & CO INC | $173.61万 | 0.33% | 14,432 | 1,945 | 15.6% | $23.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $170.82万 | 0.33% | 7,047 | 149 | 2.2% | $3.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $170.14万 | 0.33% | 3,405 | 379 | 12.5% | $18.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $168.09万 | 0.32% | 27,438 | 5,001 | 22.3% | $30.64万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $167.65万 | 0.32% | 43,636 | 11,951 | 37.7% | $45.92万 | 加仓 |
| D | DOMINION ENERGY INC | $165.41万 | 0.32% | 26,757 | 1,394 | 5.5% | $8.62万 | 加仓 |
| NKE | NIKE INC | $163.61万 | 0.32% | 30,974 | 3,124 | 11.2% | $16.50万 | 加仓 |
| VO | VANGUARD INDEX FDS | $155.30万 | 0.30% | 5,408 | 344 | 6.8% | $9.88万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $153.20万 | 0.30% | 40,487 | -1,490 | -3.5% | -$5.64万 | 减仓 |
| ORCL | ORACLE CORP | $150.78万 | 0.29% | 10,249 | 80 | 0.8% | $1.18万 | 加仓 |
| TJX | TJX COS INC NEW | $146.56万 | 0.28% | 9,177 | 972 | 11.8% | $15.52万 | 加仓 |
| SGOV | ISHARES TR | $145.61万 | 0.28% | 14,465 | 14,465 | — | $145.61万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $144.70万 | 0.28% | 8,752 | 812 | 10.2% | $13.42万 | 加仓 |
| DES | WISDOMTREE TR | $142.97万 | 0.28% | 39,781 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $141.32万 | 0.27% | 1,619 | 90 | 5.9% | $7.86万 | 加仓 |
| NFLX | NETFLIX INC. | $139.31万 | 0.27% | 14,489 | 1,085 | 8.1% | $10.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.93万 | 0.27% | 9,498 | 2,087 | 28.2% | $30.53万 | 加仓 |
| CLX | CLOROX CO DEL | $137.46万 | 0.26% | 13,264 | 3,552 | 36.6% | $36.81万 | 加仓 |
| ET | ENERGY TRANSFER L P | $133.39万 | 0.26% | 69,115 | 586 | 0.9% | $1.13万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $130.50万 | 0.25% | 21,517 | 1,293 | 6.4% | $7.84万 | 加仓 |
| DVY | ISHARES TR | $129.77万 | 0.25% | 8,571 | 1,134 | 15.2% | $17.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $128.07万 | 0.25% | 6,527 | 10 | 0.2% | $1,962 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $126.31万 | 0.24% | 66,481 | 1,956 | 3.0% | $3.72万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $126.22万 | 0.24% | 27,506 | 4,105 | 17.5% | $18.84万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $123.19万 | 0.24% | 6,753 | 764 | 12.8% | $13.94万 | 加仓 |
| — | HONEYWELL INTL INC | $122.87万 | 0.24% | 5,436 | 484 | 9.8% | $10.94万 | 加仓 |
| DLN | WISDOMTREE TR | $121.46万 | 0.23% | 13,597 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $120.80万 | 0.23% | 8,053 | 1,512 | 23.1% | $22.68万 | 加仓 |