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Platform Technology Partners 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Platform Technology Partners

报告期 2026-03-31 · CIK 0001830817

持仓数

344

前50大市值合计

$334.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$38.2M

150,464

11.4%

NVDA NVIDIA CORPORATION

COM

$22.8M

130,662

6.8%

MSFT MICROSOFT CORP

COM

$15.8M

42,594

4.7%

AMZN AMAZON COM INC

COM

$14.3M

68,595

4.3%

EVSD MORGAN STANLEY ETF TRUST

EATON VANCE SHOR

$13.3M

260,234

4.0%

FTRB FEDERATED HERMES ETF TRUST

HERMES TOTAL RET

$12.1M

480,861

3.6%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$11.7M

381,586

3.5%

IVV ISHARES TR

CORE S&P500 ETF

$10.2M

15,598

3.0%

JPM JPMORGAN CHASE & CO

COM

$9.2M

31,291

2.8%

GOOGL ALPHABET INC

CAP STK CL A

$8.4M

29,333

2.5%

HEDG SERIES PORTFOLIOS TR

EQUABLE SHARES H

$8.1M

279,617

2.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.9M

16,411

2.4%

META META PLATFORMS INC

CL A

$7.7M

13,449

2.3%

GOOG ALPHABET INC

CAP STK CL C

$7.4M

25,637

2.2%

APO APOLLO GLOBAL MGMT INC

COM

$7.2M

64,877

2.2%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$7.1M

100,049

2.1%

TSLA TESLA INC

COM

$7.1M

19,025

2.1%

JNJ JOHNSON & JOHNSON

COM

$6.2M

25,544

1.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.2M

10,403

1.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$5.6M

12,865

1.7%

CVX CHEVRON CORPORATION

COM

$5.5M

26,605

1.6%

RTX RTX CORPORATION

COM

$5.1M

26,613

1.5%

GLD SPDR GOLD TR

GOLD SHS

$5.0M

11,627

1.5%

GS GOLDMAN SACHS GROUP INC

COM

$4.9M

5,838

1.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.7M

7,159

1.4%

LRCX LAM RESEARCH CORP

COM NEW

$4.6M

21,477

1.4%

BX BLACKSTONE INC

COM

$4.4M

38,003

1.3%

V VISA INC

COM CL A

$4.1M

13,694

1.2%

NEE NEXTERA ENERGY INC

COM

$3.9M

41,938

1.2%

COST COSTCO WHOLESALE CORPORATION

COM

$3.8M

3,816

1.1%

HGER HARBOR ETF TRUST

HARBOR COMMODITY

$3.8M

121,019

1.1%

JMEE J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP

$3.7M

54,707

1.1%

HD HOME DEPOT INC

COM

$3.4M

10,264

1.0%

BA BOEING CO

COM

$3.4M

16,867

1.0%

— CHUBB LTD SWITZ

COM

$3.3M

10,232

1.0%

WMB WILLIAMS COS INC

COM

$3.3M

45,820

1.0%

PEP PEPSICO INC

COM

$3.3M

21,208

1.0%

WMT WALMART INC

COM

$3.3M

26,449

1.0%

PLD PROLOGIS INC.

COM

$3.3M

24,684

1.0%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$3.2M

21,855

1.0%

MCD MCDONALDS CORP

COM

$3.1M

10,006

0.9%

PG PROCTER & GAMBLE CO

COM

$3.0M

20,807

0.9%

AMGN AMGEN INC

COM

$3.0M

8,387

0.9%

PFF ISHARES TR

PFD AND INCM SEC

$2.9M

96,454

0.9%

— EXXON MOBIL CORP

COM

$2.9M

17,177

0.9%

DUK DUKE ENERGY CORP NEW

COM NEW

$2.8M

21,186

0.8%

LMT LOCKHEED MARTIN CORP

COM

$2.7M

4,485

0.8%

SBUX STARBUCKS CORP

COM

$2.6M

29,529

0.8%

COP CONOCOPHILLIPS

COM

$2.6M

19,946

0.8%

UNP UNION PAC CORP

COM

$2.5M

10,197

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

AAPL11.4%NVDA6.8%MSFT4.7%AMZN4.3%EVSD4.0%FTRB3.6%