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
AAPL APPLE INC $4,367.51万7.15%150,937 4730.3% $13.69万 加仓
NVDA NVIDIA CORPORATION $2,657.55万4.35%132,818 2,1561.7% $43.14万 加仓
MSFT MICROSOFT CORP $1,706.97万2.79%45,761 3,1677.4% $118.14万 加仓
AMZN AMAZON COM INC $1,609.92万2.63%67,547 -1,048-1.5% -$24.98万 减仓
EVSD MORGAN STANLEY ETF TRUST $1,474.63万2.41%289,968 29,73411.4% $151.21万 加仓
FTRB FEDERATED HERMES ETF TRUST $1,390.38万2.27%554,045 73,18415.2% $183.66万 加仓
SCHD SCHWAB STRATEGIC TR $1,299.50万2.13%409,809 28,2237.4% $89.50万 加仓
IVV ISHARES TR $1,194.18万1.95%15,946 3482.2% $26.06万 加仓
GOOGL ALPHABET INC $1,051.97万1.72%29,436 1030.4% $3.68万 加仓
JPM JPMORGAN CHASE & CO $998.56万1.63%30,506 -785-2.5% -$25.70万 减仓
LRCX LAM RESEARCH CORP $931.23万1.52%21,490 130.1% $5,633 加仓
HEDG SERIES PORTFOLIOS TR $917.87万1.50%305,957 26,3409.4% $79.02万 加仓
— DIMENSIONAL ETF TRUST $916.89万1.50%111,354 11,30511.3% $93.09万 加仓
GOOG ALPHABET INC $909.90万1.49%25,752 1150.4% $4.06万 加仓
CIFR CIPHER DIGITAL INC $857.50万1.40%350,000 350,000— $857.50万 新建仓
TSLA TESLA INC $832.82万1.36%19,801 7764.1% $32.64万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $831.25万1.36%16,612 2011.2% $10.06万 加仓
META META PLATFORMS INC $779.50万1.28%13,838 3892.9% $21.91万 加仓
VOO VANGUARD INDEX FDS $760.66万1.24%11,075 6726.5% $46.15万 加仓
VUG VANGUARD INDEX FDS $736.86万1.21%85,543 8,35310.8% $71.95万 加仓
APO APOLLO GLOBAL MGMT INC $735.46万1.20%62,164 -2,713-4.2% -$32.10万 减仓
JNJ JOHNSON & JOHNSON $625.97万1.02%24,647 -897-3.5% -$22.78万 减仓
JMEE J P MORGAN EXCHANGE TRADED F $610.11万1.00%78,189 23,48242.9% $183.23万 加仓
GS GOLDMAN SACHS GROUP INC $594.61万0.97%5,879 410.7% $4.15万 加仓
SPY STATE STR SPDR S&P 500 ETF T $522.75万0.86%7,000 -159-2.2% -$11.87万 减仓
RTX RTX CORPORATION $516.68万0.85%27,232 6192.3% $11.74万 加仓
V VISA INC $502.03万0.82%14,633 9396.9% $32.22万 加仓
SGOV ISHARES TR $450.79万0.74%44,779 30,314209.6% $305.17万 加仓
CVX CHEVRON CORPORATION $428.00万0.70%25,821 -784-2.9% -$13.00万 减仓
GLD SPDR GOLD TR $416.69万0.68%11,311 -316-2.7% -$11.64万 减仓
HD HOME DEPOT INC $407.24万0.67%11,547 1,28312.5% $45.25万 加仓
HGER HARBOR ETF TRUST $404.92万0.66%138,010 16,99114.0% $49.85万 加仓
BX BLACKSTONE INC $404.67万0.66%34,390 -3,613-9.5% -$42.51万 减仓
NEE NEXTERA ENERGY INC $388.47万0.64%44,260 2,3225.5% $20.38万 加仓
LLY ELI LILLY & CO $387.38万0.63%3,230 64024.7% $76.76万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $382.97万0.63%203,116 103,518103.9% $195.18万 加仓
BA BOEING CO $375.48万0.61%17,346 4792.8% $10.37万 加仓
CB CHUBB LIMITED $358.69万0.59%10,527 2952.9% $10.05万 加仓
COST COSTCO WHOLESALE CORPORATION $357.43万0.58%3,821 50.1% $4,677 加仓
WMB WILLIAMS COS INC $347.33万0.57%46,721 9012.0% $6.70万 加仓
— FIRST TR EXCHANGE-TRADED FD $344.53万0.56%169,633 75,32679.9% $152.99万 加仓
VYM VANGUARD WHITEHALL FDS $343.07万0.56%21,709 -146-0.7% -$2.31万 减仓
PLD PROLOGIS INC. $342.33万0.56%25,270 5862.4% $7.94万 加仓
PG PROCTER & GAMBLE CO $339.79万0.56%23,172 2,36511.4% $34.68万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $314.89万0.52%34,949 4,48314.7% $40.39万 加仓
SBUX STARBUCKS CORP $313.19万0.51%30,648 1,1193.8% $11.43万 加仓
AMGN AMGEN INC $307.81万0.50%8,500 1131.3% $4.09万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $303.59万0.50%37,453 5,78218.3% $46.87万 加仓
UNH UNITEDHEALTH GROUP INC $300.32万0.49%7,226 3334.8% $13.84万 加仓
PFF ISHARES TR $294.09万0.48%96,454 00.0% — 不变
QQQ INVESCO QQQ TR $291.72万0.48%3,961 300.8% $2.21万 加仓
MCD MCDONALDS CORP $291.61万0.48%10,788 7827.8% $21.14万 加仓
PEP PEPSICO INC $285.81万0.47%21,109 -99-0.5% -$1.34万 减仓
WMT WALMART INC $285.40万0.47%25,199 -1,250-4.7% -$14.16万 减仓
DUK DUKE ENERGY CORP NEW $280.77万0.46%22,181 9954.7% $12.59万 加仓
UNP UNION PAC CORP $274.77万0.45%10,102 -95-0.9% -$2.58万 减仓
CAT CATERPILLAR INC $273.52万0.45%2,568 411.6% $4.37万 加仓
ABBV ABBVIE INC $267.65万0.44%10,636 -208-1.9% -$5.23万 减仓
IHDG WISDOMTREE TR $263.10万0.43%50,230 6,44214.7% $33.74万 加仓
VEA VANGUARD TAX-MANAGED FDS $253.20万0.41%35,536 1,8285.4% $13.02万 加仓
APD AIR PRODUCTS AND CHEMICALS I $252.29万0.41%8,605 4896.0% $14.34万 加仓
LMT LOCKHEED MARTIN CORP $238.58万0.39%4,683 1984.4% $10.09万 加仓
TY TRI CONTL CORP $234.17万0.38%68,034 1,0381.5% $3.57万 加仓
MDT MEDTRONIC PLC $230.66万0.38%29,485 3,19812.2% $25.02万 加仓
— EXXON MOBIL CORP $216.46万0.35%15,832 -1,345-7.8% -$18.39万 减仓
CL COLGATE PALMOLIVE CO $215.29万0.35%23,483 9284.1% $8.51万 加仓
COP CONOCOPHILLIPS $210.55万0.34%20,253 3071.5% $3.19万 加仓
AVGO BROADCOM INC $208.96万0.34%5,532 -82-1.5% -$3.10万 减仓
DLR DIGITAL RLTY TR INC $208.41万0.34%11,606 7096.5% $12.73万 加仓
IBM INTERNATIONAL BUSINESS MACHS $205.40万0.34%7,304 2573.6% $7.23万 加仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $204.29万0.33%193,277 20,04211.6% $21.18万 加仓
SPGI S&P GLOBAL INC $200.52万0.33%4,924 3648.0% $14.82万 加仓
MA MASTERCARD INCORPORATED $200.05万0.33%3,895 49014.4% $25.17万 加仓
ABFL ABACUS FCF ETF TR $199.96万0.33%23,289 -1,337-5.4% -$11.48万 减仓
GEV GE VERNOVA INC $194.09万0.32%1,652 332.0% $3.88万 加仓
D DOMINION ENERGY INC $186.72万0.31%27,342 5852.2% $3.99万 加仓
TAFI AB ACTIVE ETFS INC $183.29万0.30%72,675 -1,060-1.4% -$2.67万 减仓
VO VANGUARD INDEX FDS $178.64万0.29%22,172 5402.5% $4.35万 加仓
MRK MERCK & CO INC $172.76万0.28%13,444 -988-6.8% -$12.70万 减仓
CSCO CISCO SYS INC $164.09万0.27%13,970 790.6% $9,279 加仓
DES WISDOMTREE TR $161.83万0.26%39,781 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $159.50万0.26%37,672 1,8985.3% $8.04万 加仓
PM PHILIP MORRIS INTL INC $157.69万0.26%8,717 -35-0.4% -$6,332 减仓
EPD ENTERPRISE PRODS PARTNERS L $148.85万0.24%40,492 50.0% $184 加仓
ORCL ORACLE CORP $147.71万0.24%10,079 -170-1.7% -$2.49万 减仓
TJX TJX COS INC NEW $144.31万0.24%9,526 3493.8% $5.29万 加仓
VTV VANGUARD INDEX FDS $142.49万0.23%6,538 110.2% $2,397 加仓
DVY ISHARES TR $141.78万0.23%9,071 5005.8% $7.81万 加仓
XLE SELECT SECTOR SPDR TR $141.18万0.23%26,583 -855-3.1% -$4.54万 减仓
— ETF SER SOLUTIONS $140.54万0.23%14,043 3,81837.3% $38.21万 加仓
IBIT ISHARES BITCOIN TRUST ETF $140.12万0.23%42,090 -1,546-3.5% -$5.15万 减仓
NKE NIKE INC $139.18万0.23%33,905 2,9319.5% $12.03万 加仓
PCT PURECYCLE TECHNOLOGIES INC $137.69万0.23%169,781 15,1439.8% $12.28万 加仓
IWM ISHARES TR $137.67万0.23%4,582 50.1% $1,502 加仓
AMAT APPLIED MATLS INC $137.21万0.22%1,898 442.4% $3.18万 加仓
ET ENERGY TRANSFER L P $133.22万0.22%69,676 5610.8% $1.07万 加仓
CLX CLOROX CO DEL $132.32万0.22%13,864 6004.5% $5.73万 加仓
TXN TEXAS INSTRS INC $131.09万0.21%4,398 64117.1% $19.11万 加仓
DLN WISDOMTREE TR $130.97万0.21%13,597 00.0% — 不变
COF CAPITAL ONE FINL CORP $129.24万0.21%6,442 -311-4.6% -$6.24万 减仓