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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 49
减持 69
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
SHY
ISHARES TR
+$4.5M
55,073
增持
AMZN
AMAZON COM INC
-$1.3M
49,824
+3%
减持
AAPL
APPLE INC
-$1.2M
124,551
-1%
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
TAFI
AB ACTIVE ETFS INC
+$1.1M
70,367
+174%
减持
APO
APOLLO GLOBAL MGMT INC
+$1.0M
64,421
-4%
减持
JPM
JPMORGAN CHASE & CO
+$707.8K
25,263
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$635.4K
2,313
+82%
建仓
RUM
RUMBLE INC
+$599.2K
100,700
增持
TSLA
TESLA INC
-$570.0K
4,392
+5%
减持
META
META PLATFORMS INC
-$509.8K
11,702
-17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$469.2K
11,982
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$453.4K
76,970
-5%
减持
PFE
PFIZER INC
+$417.1K
63,019
-2%
增持
ABFL
TRIMTABS ETF TR
+$397.6K
26,341
+38%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$373.8K
21,000
增持
BA
BOEING CO
+$371.9K
5,071
+3%
减持
CVX
CHEVRON CORP NEW
+$367.8K
11,069
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$353.3K
19,484
-1%
清仓
SWK
STANLEY BLACK & DECKER INC
-$351.0K
0
-100%
减持
MRK
MERCK & CO INC
+$319.2K
12,873
-0%
减持
HON
HONEYWELL INTL INC
+$312.0K
6,715
-1%
清仓
—
TWITTER INC
-$308.0K
0
-100%
增持
—
CHUBB LIMITED
+$303.0K
7,470
+1%
减持
MA
MASTERCARD INCORPORATED
+$292.1K
4,728
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$283.2K
11,967
+99%
建仓
FMNY
FIRST TR EXCH TRADED FD III
+$281.9K
10,662
清仓
CFG
CITIZENS FINL GROUP INC
-$274.0K
0
-100%
减持
GOOG
ALPHABET INC
-$268.3K
22,762
-4%
建仓
—
EATON CORP PLC
+$266.3K
1,697
建仓
IQLT
ISHARES TR
+$258.6K
7,983
减持
ABBV
ABBVIE INC
+$249.1K
9,685
-1%
减持
—
EXXON MOBIL CORP
+$247.7K
12,526
-4%
建仓
NVO
NOVO-NORDISK A S
+$247.1K
1,826
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$245.0K
4,080
增持
TJX
TJX COS INC NEW
+$243.8K
13,565
+1%
清仓
AMT
AMERICAN TOWER CORP NEW
-$243.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$240.9K
12,232
-4%
增持
JNJ
JOHNSON & JOHNSON
+$240.2K
17,765
+0%
清仓
—
ATLASSIAN CORP PLC
-$236.0K
0
-100%
减持
EMO
CLEARBRIDGE ENERGY MIDSTRM O
-$235.1K
7,479
-58%
建仓
APD
AIR PRODS & CHEMS INC
+$232.7K
755
建仓
BKNG
BOOKING HOLDINGS INC
+$229.7K
114
清仓
BND
VANGUARD BD INDEX FDS
-$229.0K
0
-100%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$225.4K
56,565
+7%
增持
STZ
CONSTELLATION BRANDS INC
+$224.1K
4,441
+27%
建仓
SYK
STRYKER CORPORATION
+$220.5K
902
增持
GS
GOLDMAN SACHS GROUP INC
+$220.5K
4,218
+1%
减持
MSFT
MICROSOFT CORP
+$216.1K
38,438
-1%
建仓
XLV
SELECT SECTOR SPDR TR
+$215.4K
1,585
减持
PEP
PEPSICO INC
+$212.2K
13,363
-1%
建仓
YUMC
YUM CHINA HLDGS INC
+$211.6K
3,872
减持
NVDA
NVIDIA CORPORATION
+$209.1K
8,582
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$209.1K
7,180
-13%
建仓
GPC
GENUINE PARTS CO
+$208.9K
1,204
减持
ORCL
ORACLE CORP
+$208.3K
10,831
-2%
减持
HD
HOME DEPOT INC
+$205.8K
5,521
-1%
减持
SBUX
STARBUCKS CORP
+$205.2K
13,953
-0%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$204.3K
242
建仓
TXN
TEXAS INSTRS INC
+$204.0K
1,235
建仓
—
COOPER COS INC
+$202.7K
613
清仓
—
SVB FINANCIAL GROUP
-$201.0K
0
-100%
增持
AMGN
AMGEN INC
+$199.2K
5,274
+0%
减持
BX
BLACKSTONE INC
-$194.9K
16,809
-2%
减持
GOOGL
ALPHABET INC
-$187.9K
18,600
-3%
减持
CAT
CATERPILLAR INC
+$183.4K
2,506
-1%
增持
ABT
ABBOTT LABS
+$174.3K
13,310
+0%
减持
V
VISA INC
+$165.7K
9,105
-6%
减持
DIS
DISNEY WALT CO
-$155.4K
11,367
-6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$152.9K
17,065
+10%
增持
VTV
VANGUARD INDEX FDS
+$147.1K
7,901
+1%
减持
COP
CONOCOPHILLIPS
+$146.1K
9,950
-1%
增持
CDW
CDW CORP
+$144.9K
4,037
+9%
增持
VOO
VANGUARD INDEX FDS
+$138.8K
5,954
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$134.4K
12,076
-0%
清仓
XBNYX
BLACKROCK N Y MUN INCOME TRU
-$133.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$132.7K
7,099
-6%
减持
WMB
WILLIAMS COS INC
+$123.8K
37,014
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$123.7K
44,541
-5%
减持
NKE
NIKE INC
+$120.0K
10,238
-21%
增持
DVY
ISHARES TR
+$118.6K
8,827
+0%
减持
KMB
KIMBERLY-CLARK CORP
+$116.8K
5,656
-2%
建仓
F
FORD MTR CO DEL
+$116.7K
10,032
减持
IVV
ISHARES TR
+$111.1K
4,641
-0%
增持
NOBL
PROSHARES TR
+$105.8K
9,176
+2%
增持
APH
AMPHENOL CORP NEW
+$105.7K
8,901
+4%
增持
WMT
WALMART INC
+$101.9K
8,067
+0%
增持
PYPL
PAYPAL HLDGS INC
-$101.7K
6,996
+0%
增持
EXC
EXELON CORP
+$98.4K
15,808
+1%
减持
D
DOMINION ENERGY INC
-$98.1K
7,190
-8%
减持
FPEI
FIRST TR EXCH TRADED FD III
+$94.4K
155,331
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$94.4K
3,230
+1%
建仓
—
CUENTAS INC
+$90.8K
500,000
增持
LLY
LILLY ELI & CO
+$88.5K
1,860
+2%
增持
—
BLACKROCK INC
+$86.9K
515
+2%
减持
CRM
SALESFORCE INC
-$86.1K
3,280
-9%
增持
—
BLACKROCK MUNIHLDGS NY QLTY
+$84.0K
19,962
+61%
减持
—
MEDTRONIC PLC
-$83.2K
11,012
-5%
减持
YUM
YUM BRANDS INC
+$82.6K
3,963
-1%
减持
ABNB
AIRBNB INC
-$80.2K
3,202
-5%
建仓
WULF
TERAWULF INC
+$79.9K
120,000
减持
CL
COLGATE PALMOLIVE CO
+$79.7K
11,318
-2%
减持
UNP
UNION PAC CORP
+$79.6K
9,584
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$78.6K
3,860
+13%
增持
—
SYNAPTOGENIX INC
-$77.8K
25,138
+57%
减持
SPGI
S&P GLOBAL INC
+$74.8K
2,695
-1%
增持
MDLZ
MONDELEZ INTL INC
+$74.6K
5,876
+2%
减持
PLBY
PLBY GROUP INC
-$73.9K
43,680
-9%
减持
ED
CONSOLIDATED EDISON INC
+$72.0K
7,607
-0%
减持
GE
GENERAL ELECTRIC CO
+$64.4K
3,311
-4%
增持
T
AT&T INC
+$62.8K
18,783
+2%
减持
CSCO
CISCO SYS INC
+$61.8K
9,359
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$60.9K
33,354
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$60.2K
5,071
-0%
建仓
PHK
PIMCO HIGH INCOME FD
+$58.2K
12,303
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$57.9K
3,094
-3%
增持
CMCSA
COMCAST CORP NEW
+$57.6K
9,769
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$56.0K
6,237
+2%
增持
QQQ
INVESCO QQQ TR
+$53.1K
4,094
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$51.8K
29,487
+1%
增持
AMAT
APPLIED MATLS INC
+$50.6K
3,025
+2%
增持
VO
VANGUARD INDEX FDS
+$49.9K
1,790
+7%
减持
MGK
VANGUARD WORLD FD
-$49.7K
11,439
-1%
减持
CSX
CSX CORP
+$49.5K
15,670
-4%
减持
ET
ENERGY TRANSFER L P
+$46.2K
62,107
-1%
增持
NEE
NEXTERA ENERGY INC
+$45.9K
5,298
+5%
增持
—
UNILEVER PLC
+$43.9K
6,611
+0%
减持
KO
COCA COLA CO
+$43.8K
5,798
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.6K
25,429
+1%
减持
CLX
CLOROX CO DEL
+$43.4K
4,414
-2%
减持
XLE
SELECT SECTOR SPDR TR
+$43.2K
8,611
-13%
减持
ZTS
ZOETIS INC
-$42.9K
3,740
-6%
清仓
—
PHASEBIO PHARMACEUTICALS INC
-$41.0K
0
-100%
减持
TSAT
TELESAT CORP
-$40.9K
44,142
-7%
增持
COST
COSTCO WHSL CORP NEW
+$40.3K
3,203
+6%
建仓
—
ROVER GROUP INC
+$39.8K
10,850
减持
CI
CIGNA CORP NEW
+$37.4K
943
-5%
减持
NVS
NOVARTIS AG
+$37.0K
2,943
-3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$36.6K
4,198
+0%
增持
—
TRANE TECHNOLOGIES PLC
+$36.5K
1,508
+1%
增持
IWM
ISHARES TR
+$35.4K
2,021
+5%
减持
PM
PHILIP MORRIS INTL INC
+$34.1K
2,580
-6%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$34.1K
23,718
-4%
增持
VTI
VANGUARD INDEX FDS
+$32.7K
2,750
+0%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$32.3K
13,694
-12%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$30.1K
811
-1%
清仓
—
JUPITER WELLNESS INC
-$30.0K
0
-100%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$28.9K
5,381
-18%
增持
PBI
PITNEY BOWES INC
+$28.8K
17,840
+6%
增持
—
ACCENTURE PLC IRELAND
+$26.8K
1,970
+2%
减持
BAC
BANK AMERICA CORP
+$25.9K
18,446
-5%
