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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 9
增持 74
减持 45
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$5.2M
126,225
-2%
建仓
BIV
VANGUARD BD INDEX FDS
+$3.3M
42,527
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$2.4M
135,694
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。
增持
AMZN
AMAZON COM INC
-$1.5M
47,197
+2272%
增持
MSFT
MICROSOFT CORP
-$1.3M
38,385
+7%
减持
APO
APOLLO GLOBAL MGMT INC
-$990.0K
66,054
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$920.0K
11,877
+1%
减持
TSLA
TESLA INC
-$894.0K
1,381
-18%
减持
META
META PLATFORMS INC
-$829.0K
13,131
-1%
建仓
XLP
SELECT SECTOR SPDR TR
+$697.0K
9,650
减持
IVV
ISHARES TR
-$670.0K
6,736
-5%
减持
SCHD
SCHWAB STRATEGIC TR
-$644.0K
74,115
-2%
减持
UNP
UNION PAC CORP
-$631.0K
9,725
-2%
增持
GOOG
ALPHABET INC
-$597.0K
1,143
+3%
增持
SPY
SPDR S&P 500 ETF TR
-$530.0K
9,803
+5%
增持
MGK
VANGUARD WORLD FD
-$505.0K
10,614
+3%
增持
JPM
JPMORGAN CHASE & CO
-$503.0K
24,910
+3%
增持
DIS
DISNEY WALT CO
-$468.0K
12,657
+4%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$462.0K
44,167
+38%
减持
NKE
NIKE INC
-$457.0K
12,103
-4%
增持
BX
BLACKSTONE INC
-$414.0K
16,437
+9%
清仓
—
INVESTORS BANCORP INC NEW
-$396.0K
0
-100%
清仓
PHDG
INVESCO ACTIVELY MANAGED ETF
-$394.0K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$391.0K
10,960
减持
SCHW
SCHWAB CHARLES CORP
-$373.0K
12,118
-10%
减持
TGT
TARGET CORP
-$367.0K
4,295
-6%
减持
—
PARAMOUNT GLOBAL
-$361.0K
9,087
-41%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$354.0K
6,204
-54%
减持
ABT
ABBOTT LABS
-$354.0K
13,258
-13%
清仓
—
STERICYCLE INC
-$325.0K
0
-100%
减持
ABNB
AIRBNB INC
-$319.0K
3,501
-5%
清仓
—
ETF SER SOLUTIONS
-$318.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$312.0K
907
+10%
建仓
ABFL
TRIMTABS ETF TR
+$303.0K
6,688
增持
PYPL
PAYPAL HLDGS INC
-$302.0K
7,506
+5%
减持
BAC
BK OF AMERICA CORP
-$293.0K
19,239
-11%
清仓
EXPE
EXPEDIA GROUP INC
-$280.0K
0
-100%
清仓
—
QUALTRICS INTL INC
-$279.0K
0
-100%
减持
CSX
CSX CORP
-$273.0K
16,516
-18%
建仓
AMAT
APPLIED MATLS INC
+$271.0K
2,977
减持
AMT
AMERICAN TOWER CORP NEW
-$252.0K
1,132
-47%
清仓
—
COOPER COS INC
-$248.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$247.0K
12,133
+27%
增持
VOO
VANGUARD INDEX FDS
+$237.0K
4,974
+39%
减持
ABBV
ABBVIE INC
-$235.0K
9,365
-9%
清仓
—
TRANE TECHNOLOGIES PLC
-$229.0K
0
-100%
清仓
MSOS
ADVISORSHARES TR
-$228.0K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$227.0K
0
-100%
增持
BA
BOEING CO
-$226.0K
4,658
+3%
建仓
KWEB
KRANESHARES TR
+$224.0K
6,851
清仓
EXAS
EXACT SCIENCES CORP
-$220.0K
0
-100%
清仓
SRE
SEMPRA
-$219.0K
0
-100%
增持
TSAT
TELESAT CORP
-$218.0K
47,934
+5%
建仓
—
ATLASSIAN CORP PLC
+$215.0K
1,145
清仓
ISRG
INTUITIVE SURGICAL INC
-$213.0K
0
-100%
增持
WMT
WALMART INC
-$212.0K
7,772
+0%
清仓
CHWY
CHEWY INC
-$212.0K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$211.0K
1,855
清仓
FE
FIRSTENERGY CORP
-$209.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$208.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$207.0K
8,936
+56%
清仓
—
ETF MANAGERS TR
-$204.0K
0
-100%
清仓
C
CITIGROUP INC
-$201.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$194.0K
11,350
+1%
增持
AXP
AMERICAN EXPRESS CO
-$184.0K
3,934
+1%
减持
IJR
ISHARES TR
-$182.0K
3,105
-29%
增持
PLBY
PLBY GROUP INC
-$180.0K
38,601
+18%
增持
—
PHASEBIO PHARMACEUTICALS INC
-$174.0K
242,900
+0%
增持
V
VISA INC
-$172.0K
10,994
+4%
增持
MA
MASTERCARD INCORPORATED
-$167.0K
4,824
+2%
增持
SPGI
S&P GLOBAL INC
-$166.0K
2,684
+3%
增持
QQQ
INVESCO QQQ TR
-$163.0K
4,699
+15%
减持
ORCL
ORACLE CORP
-$162.0K
11,204
-2%
减持
CSCO
CISCO SYS INC
-$143.0K
9,708
-3%
增持
CRM
SALESFORCE INC
-$140.0K
3,340
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$139.0K
34,354
+5%
减持
CDW
CDW CORP
-$134.0K
3,714
-8%
减持
VNQ
VANGUARD INDEX FDS
-$133.0K
5,552
-6%
减持
—
NATIXIS ETF TR
-$132.0K
28,945
-15%
增持
—
GAMIDA CELL LTD
-$129.0K
57,625
+4%
减持
—
CHUBB LIMITED
-$129.0K
7,237
-0%
增持
—
MEDTRONIC PLC
-$127.0K
11,887
+11%
减持
GE
GENERAL ELECTRIC CO
-$127.0K
3,484
-9%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$125.0K
11,264
-1%
增持
MRK
MERCK & CO INC
+$123.0K
12,799
+1%
增持
SWK
STANLEY BLACK & DECKER INC
-$122.0K
4,309
+5%
增持
COST
COSTCO WHSL CORP NEW
-$122.0K
3,044
+11%
减持
PNC
PNC FINL SVCS GROUP INC
-$120.0K
1,716
-19%
减持
VRSK
VERISK ANALYTICS INC
-$119.0K
2,305
-4%
增持
GS
GOLDMAN SACHS GROUP INC
-$118.0K
4,109
+1%
减持
APH
AMPHENOL CORP NEW
-$113.0K
8,535
-3%
增持
HD
HOME DEPOT INC
-$112.0K
5,463
+2%
增持
PEP
PEPSICO INC
+$110.0K
13,090
+6%
减持
BLDE
BLADE AIR MOBILITY INC
-$107.0K
13,254
-32%
增持
SBUX
STARBUCKS CORP
-$106.0K
12,907
+7%
减持
COP
CONOCOPHILLIPS
-$106.0K
9,870
-1%
减持
COF
CAPITAL ONE FINL CORP
-$104.0K
3,758
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$103.0K
8,878
-8%
增持
CAT
CATERPILLAR INC
-$98.0K
2,778
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$97.0K
1,107
+29%
增持
KMB
KIMBERLY-CLARK CORP
+$97.0K
5,399
+5%
减持
—
APTIV PLC
-$96.0K
2,935
-2%
减持
ZTS
ZOETIS INC
-$95.0K
4,851
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$94.0K
5,132
-0%
增持
GLD
SPDR GOLD TR
+$94.0K
4,288
+23%
减持
IQV
IQVIA HLDGS INC
-$93.0K
2,800
-8%
增持
PFE
PFIZER INC
+$93.0K
63,413
+2%
增持
DVY
ISHARES TR
-$93.0K
8,825
+0%
减持
TJX
TJX COS INC NEW
-$86.0K
13,046
-3%
增持
EMO
CLEARBRIDGE ENERGY MIDSTRM O
-$84.0K
18,508
+0%
增持
VTV
VANGUARD INDEX FDS
-$84.0K
7,678
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$82.0K
25,497
-1%
增持
WMB
WILLIAMS COS INC
-$80.0K
38,070
+0%
增持
INTC
INTEL CORP
-$80.0K
6,987
+1%
增持
AMGN
AMGEN INC
+$79.0K
4,753
+7%
减持
—
TWITTER INC
-$79.0K
8,287
-18%
增持
TMUS
T-MOBILE US INC
+$79.0K
2,327
+27%
增持
WFC
WELLS FARGO CO NEW
-$78.0K
10,264
+4%
增持
PENN
PENN NATL GAMING INC
-$78.0K
6,954
+2%
增持
BKNG
BOOKING HOLDINGS INC
-$74.0K
167
+7%
增持
MMM
3M CO
-$73.0K
4,776
+3%
增持
PM
PHILIP MORRIS INTL INC
+$72.0K
2,757
+29%
增持
IWF
ISHARES TR
-$71.0K
1,261
+1%
增持
LLY
LILLY ELI & CO
+$69.0K
1,826
+0%
减持
XBNYX
BLACKROCK N Y MUN INCOME TRU
-$67.0K
13,595
-24%
增持
VB
VANGUARD INDEX FDS
+$65.0K
1,617
+56%
增持
HON
HONEYWELL INTL INC
-$64.0K
6,685
+6%
清仓
—
ROVER GROUP INC
-$63.0K
0
-100%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$61.0K
8,366
+3%
增持
CL
COLGATE PALMOLIVE CO
+$59.0K
11,478
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$58.0K
19,091
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$57.0K
785
+4%
增持
PG
PROCTER AND GAMBLE CO
-$54.0K
12,294
+3%
清仓
—
SABA CAPITAL INCOME & OPRNT
-$54.0K
0
-100%
增持
F
FORD MTR CO DEL
-$51.0K
10,861
+7%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
-$48.0K
11,077
+3%
增持
CLX
CLOROX CO DEL
+$48.0K
4,408
+7%
清仓
NNDM
NANO DIMENSION LTD
-$45.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$45.0K
3,134
+20%
减持
NEE
NEXTERA ENERGY INC
-$42.0K
5,059
-1%
增持
IWD
ISHARES TR
-$40.0K
2,021
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.0K
3,175
+1%
增持
KO
COCA COLA CO
+$39.0K
5,678
+11%
增持
FPE
FIRST TR EXCH TRADED FD III
-$38.0K
26,135
+2%
增持
SNOW
SNOWFLAKE INC
+$36.0K
1,745
+93%
增持
CMCSA
COMCAST CORP NEW
-$36.0K
8,918
+8%
增持
JNJ
JOHNSON & JOHNSON
+$33.0K
16,379
+1%
增持
NOBL
PROSHARES TR
-$33.0K
9,002
+7%
清仓
—
VINCO VENTURES INC
-$32.0K
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$30.0K
4,080
-2%
