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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
$334.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 31
减持 69
清仓 38
方向
标的
Δ市值
现股数(环比)
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$3.0M
103,817
减持
BAC
BK OF AMERICA CORP
-$1.5M
19,811
-64%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.3M
3,540
-70%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
T
AT&T INC
-$1.2M
20,284
-66%
减持
MSFT
MICROSOFT CORP
-$924.0K
35,872
-12%
减持
SO
SOUTHERN CO
-$746.0K
5,584
-69%
清仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$718.0K
0
-100%
减持
GAB
GABELLI EQUITY TR INC
-$700.0K
59,886
-62%
增持
NVDA
NVIDIA CORPORATION
-$635.0K
1,916
+49%
减持
LLY
LILLY ELI & CO
-$607.0K
1,962
-58%
建仓
—
SPIRIT AIRLS INC
+$576.0K
22,186
减持
META
FACEBOOK INC
-$512.0K
12,145
-9%
减持
JPM
JPMORGAN CHASE & CO
-$508.0K
23,510
-16%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$487.0K
23,073
清仓
IHRT
IHEARTMEDIA INC
-$483.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$458.0K
5,114
-56%
增持
V
VISA INC
+$445.0K
9,399
+33%
清仓
—
GENERAL ELECTRIC CO
-$434.0K
0
-100%
清仓
EXC
EXELON CORP
-$419.0K
0
-100%
减持
—
VIACOMCBS INC
-$418.0K
23,976
-21%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$399.0K
50,235
-18%
建仓
GE
GENERAL ELECTRIC CO
+$396.0K
3,841
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$395.0K
11,574
-40%
清仓
UTG
REAVES UTIL INCOME FD
-$391.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$380.0K
2,960
-25%
减持
VZ
VERIZON COMMUNICATIONS INC
-$372.0K
28,551
-16%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$366.0K
0
-100%
减持
ABBV
ABBVIE INC
-$361.0K
9,736
-22%
建仓
DVN
DEVON ENERGY CORP NEW
+$359.0K
10,103
清仓
MO
ALTRIA GROUP INC
-$351.0K
0
-100%
建仓
—
SPLUNK INC
+$337.0K
2,326
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$335.0K
26,722
-7%
减持
MRK
MERCK & CO INC
-$326.0K
13,074
-22%
增持
BX
BLACKSTONE INC
+$325.0K
14,571
+3%
建仓
—
DISH NETWORK CORPORATION
+$303.0K
6,966
减持
DUK
DUKE ENERGY CORP NEW
-$303.0K
2,310
-57%
减持
AMGN
AMGEN INC
-$296.0K
3,664
-17%
清仓
ACRE
ARES COML REAL ESTATE CORP
-$293.0K
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$292.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$290.0K
0
-100%
减持
FE
FIRSTENERGY CORP
-$289.0K
39,401
-13%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$285.0K
0
-100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$282.0K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$280.0K
0
-100%
减持
ED
CONSOLIDATED EDISON INC
-$274.0K
7,936
-33%
减持
GOOG
ALPHABET INC
-$270.0K
1,123
-14%
增持
PLBY
PLBY GROUP INC
+$268.0K
19,955
+284%
清仓
AVGO
BROADCOM INC
-$268.0K
0
-100%
清仓
—
CIMPRESS PLC
-$267.0K
0
-100%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$267.0K
1,944
-45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$265.0K
11,816
-6%
清仓
OKE
ONEOK INC NEW
-$264.0K
0
-100%
清仓
GDRX
GOODRX HLDGS INC
-$260.0K
0
-100%
减持
—
NATIXIS ETF TR
-$256.0K
53,118
-16%
清仓
ETR
ENTERGY CORP NEW
-$253.0K
0
-100%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$252.0K
25,228
-54%
增持
MGK
VANGUARD WORLD FD
+$251.0K
8,557
+13%
清仓
GM
GENERAL MTRS CO
-$250.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$249.0K
0
-100%
减持
UNP
UNION PAC CORP
-$248.0K
10,072
-0%
清仓
TWLO
TWILIO INC
-$240.0K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$237.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$236.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$236.0K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$233.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$230.0K
0
-100%
增持
—
CUENTAS INC
-$230.0K
254,184
+16%
清仓
—
BROOKFIELD PROPERTY PARTRS L
-$229.0K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$228.0K
0
-100%
减持
PFE
PFIZER INC
-$228.0K
61,702
-16%
减持
PYPL
PAYPAL HLDGS INC
-$227.0K
5,467
-3%
增持
—
LORAL SPACE & COM INC
+$227.0K
52,535
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$226.0K
68,457
+7%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$224.0K
0
-100%
清仓
SDGR
SCHRODINGER INC
-$223.0K
0
-100%
清仓
—
CANOPY GROWTH CORP
-$218.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$218.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$210.0K
30,854
+1%
建仓
DDOG
DATADOG INC
+$203.0K
1,435
清仓
—
CHURCHILL CAPITAL CORP IV
-$202.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$194.0K
11,505
-11%
增持
—
CHUBB LIMITED
+$193.0K
6,835
+9%
清仓
DBI
DESIGNER BRANDS INC
-$187.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$187.0K
2,308
-44%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$186.0K
0
-100%
增持
BLDE
BLADE AIR MOBILITY INC
+$185.0K
51,452
+54%
增持
GOOGL
ALPHABET INC
+$184.0K
786
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$183.0K
1,430
+39%
增持
AMZN
AMAZON COM INC
-$180.0K
1,843
+2%
建仓
—
KAYNE ANDERSON NEXTGEN ENRGY
+$178.0K
24,394
减持
PEP
PEPSICO INC
-$176.0K
12,116
-10%
减持
TSLA
TESLA INC
-$173.0K
1,492
-24%
减持
—
INVESTORS BANCORP INC NEW
-$161.0K
31,219
-30%
减持
—
BLACKROCK MUNIHLDGS NY QLTY
-$159.0K
17,419
-38%
增持
COST
COSTCO WHSL CORP NEW
+$159.0K
2,783
+1%
减持
WMB
WILLIAMS COS INC
-$156.0K
54,198
-8%
清仓
BFLY
BUTTERFLY NETWORK INC
-$155.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$152.0K
4,833
-4%
减持
AAPL
APPLE INC
+$147.0K
131,436
-2%
增持
CRM
SALESFORCE COM INC
+$141.0K
3,385
+6%
减持
—
PHASEBIO PHARMACEUTICALS INC
-$140.0K
229,223
-0%
增持
PENN
PENN NATL GAMING INC
+$138.0K
10,123
+30%
减持
BKNG
BOOKING HOLDINGS INC
-$134.0K
138
-35%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$133.0K
4,656
-12%
减持
IQV
IQVIA HLDGS INC
-$133.0K
3,033
-15%
增持
BABA
ALIBABA GROUP HLDG LTD
-$126.0K
1,875
+5%
减持
VNQ
VANGUARD INDEX FDS
-$123.0K
6,139
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$123.0K
3,198
-17%
减持
HON
HONEYWELL INTL INC
-$122.0K
6,056
-6%
减持
—
DRAFTKINGS INC
-$121.0K
9,995
-13%
减持
ROKU
ROKU INC
-$120.0K
730
-4%
减持
NOBL
PROSHARES TR
-$115.0K
8,415
-11%
减持
—
TWITTER INC
-$113.0K
9,876
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$112.0K
1,593
-18%
增持
STZ
CONSTELLATION BRANDS INC
+$111.0K
4,122
+27%
减持
D
DOMINION ENERGY INC
-$110.0K
6,662
-18%
减持
CMCSA
COMCAST CORP NEW
-$109.0K
9,429
-15%
增持
ABNB
AIRBNB INC
+$109.0K
3,239
+14%
减持
BA
BOEING CO
-$106.0K
4,158
-2%
建仓
MLCO
MELCO RESORTS AND ENTMNT LTD
+$102.0K
10,000
清仓
—
GRITSTONE BIO INC
-$100.0K
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC
-$98.0K
3,698
+2%
减持
DIS
DISNEY WALT CO
-$94.0K
11,305
-1%
减持
ORCL
ORACLE CORP
+$93.0K
11,871
-2%
增持
ET
ENERGY TRANSFER L P
-$92.0K
151,577
+4%
增持
MSOS
ADVISORSHARES TR
-$92.0K
19,029
+10%
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$91.0K
15,200
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$88.0K
4,795
-4%
减持
PAGP
PLAINS GP HLDGS L P
-$88.0K
66,161
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$87.0K
5,172
+8%
增持
CL
COLGATE PALMOLIVE CO
+$84.0K
9,957
+21%
减持
JNJ
JOHNSON & JOHNSON
-$81.0K
15,999
-1%
清仓
TDAY
GANNETT CO INC
-$81.0K
0
-100%
增持
ABT
ABBOTT LABS
+$80.0K
14,961
+3%
减持
AMT
AMERICAN TOWER CORP NEW
-$80.0K
2,181
-11%
减持
—
APTIV PLC
-$78.0K
4,426
-6%
增持
COP
CONOCOPHILLIPS
+$77.0K
9,176
+3%
增持
—
GAMIDA CELL LTD
-$72.0K
55,875
+23%
减持
INTC
INTEL CORP
-$72.0K
6,666
-12%
减持
MCD
MCDONALDS CORP
+$71.0K
7,239
-0%
增持
—
APOLLO GLOBAL MGMT INC
+$70.0K
78,978
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$68.0K
2,353
-27%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$68.0K
286
-25%
减持
SQ
SQUARE INC
-$67.0K
851
-23%
建仓
NNDM
NANO DIMENSION LTD
+$67.0K
11,900
减持
—
MATINAS BIOPHARMA HLDGS INC
+$67.0K
165,160
-14%
减持
AEP
AMERICAN ELEC PWR CO INC
-$67.0K
4,204
-13%
减持
TGT
TARGET CORP
-$66.0K
4,456
-1%
增持
ZTS
ZOETIS INC
+$65.0K
5,255
+3%
增持
—
QUALTRICS INTL INC
+$65.0K
14,563
+0%
