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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
24Q2 调仓
2023-12-31 → 2024-06-30 · 共 150 项
建仓 27
增持 78
减持 37
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.4M
131,357
+6%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
75,224
+794%
建仓
FTRB
FEDERATED HERMES ETF TRUST
+$2.4M
95,703
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
IVV
ISHARES TR
+$2.1M
9,165
+58%
增持
AMZN
AMAZON COM INC
+$1.9M
54,768
+9%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.1M
94,223
+35%
增持
GOOGL
ALPHABET INC
+$1.1M
23,655
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$959.7K
78,392
+18%
增持
GOOG
ALPHABET INC
+$958.9K
23,781
+4%
增持
VUG
VANGUARD INDEX FDS
+$899.6K
5,026
+72%
增持
CVX
CHEVRON CORP NEW
+$864.2K
18,723
+38%
增持
JPM
JPMORGAN CHASE & CO
+$810.0K
28,557
+1%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$694.8K
12,691
建仓
GEV
GE VERNOVA INC
+$664.8K
3,876
增持
NFLX
NETFLIX INC
+$646.9K
1,452
+143%
减持
MA
MASTERCARD INCORPORATED
-$636.5K
3,319
-28%
清仓
WULF
TERAWULF INC
-$629.9K
0
-100%
减持
CDW
CDW CORP
-$624.6K
1,094
-70%
减持
ABT
ABBOTT LABS
-$620.1K
7,820
-39%
减持
SHY
ISHARES TR
-$590.3K
35,742
-17%
减持
APH
AMPHENOL CORP NEW
-$552.0K
4,788
-43%
增持
COST
COSTCO WHSL CORP NEW
+$551.1K
3,756
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$541.9K
7,036
+7%
增持
DFAS
DIMENSIONAL ETF TRUST
+$515.0K
36,730
+30%
增持
NEE
NEXTERA ENERGY INC
+$513.6K
33,227
+4%
增持
LLY
ELI LILLY & CO
+$485.7K
2,239
+7%
增持
VOO
VANGUARD INDEX FDS
+$467.5K
6,042
+9%
建仓
HDB
HDFC BANK LTD
+$467.2K
7,263
建仓
AMT
AMERICAN TOWER CORP NEW
+$458.3K
2,358
增持
PM
PHILIP MORRIS INTL INC
+$452.6K
6,835
+156%
增持
PG
PROCTER AND GAMBLE CO
+$395.2K
15,270
+13%
增持
HGER
HARBOR ETF TRUST
+$387.3K
30,820
+112%
减持
BIV
VANGUARD BD INDEX FDS
-$380.1K
24,201
-17%
增持
WMB
WILLIAMS COS INC
+$379.5K
44,262
+2%
增持
NKE
NIKE INC
-$377.8K
12,546
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$375.7K
1,650
-46%
减持
TJX
TJX COS INC NEW
-$367.5K
8,278
-37%
增持
FNGR
FINGERMOTION INC
+$363.0K
142,615
+851%
增持
GS
GOLDMAN SACHS GROUP INC
+$362.5K
5,240
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$362.1K
16,411
+19%
增持
GE
GE AEROSPACE
+$347.3K
15,889
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$343.0K
4,103
+12%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$341.2K
2,077
增持
XLE
SELECT SECTOR SPDR TR
+$335.9K
7,635
+79%
减持
ZTS
ZOETIS INC
-$317.8K
2,284
-37%
建仓
WSO
WATSCO INC
+$317.3K
685
减持
IQV
IQVIA HLDGS INC
-$312.1K
1,340
-51%
减持
META
META PLATFORMS INC
+$304.9K
10,005
-1%
增持
ORCL
ORACLE CORP
+$297.9K
10,494
+3%
增持
NU
NU HLDGS LTD
+$296.2K
44,669
+58%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$294.6K
89,815
-17%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$291.5K
1,920
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$290.5K
25,236
-6%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$290.4K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$279.6K
15,611
+6%
建仓
QCOM
QUALCOMM INC
+$276.8K
1,390
增持
IHDG
WISDOMTREE TR
+$271.1K
18,232
+41%
建仓
MMM
3M CO
+$266.8K
2,611
建仓
PRU
PRUDENTIAL FINL INC
+$263.9K
2,252
建仓
SHOP
SHOPIFY INC
+$263.4K
3,988
增持
ABFL
TRIMTABS ETF TR
+$256.7K
31,821
+13%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$251.1K
4,430
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$243.3K
1,400
增持
PEP
PEPSICO INC
+$232.6K
17,445
+13%
清仓
TEAM
ATLASSIAN CORPORATION
-$232.2K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$231.2K
8,700
建仓
COO
COOPER COS INC
+$227.2K
2,602
增持
WMT
WALMART INC
+$226.5K
25,492
+190%
减持
SCHW
SCHWAB CHARLES CORP
-$226.1K
6,827
-40%
减持
UNP
UNION PAC CORP
-$226.1K
8,510
-2%
清仓
ABNB
AIRBNB INC
-$225.6K
0
-100%
增持
HD
HOME DEPOT INC
+$225.5K
8,769
+15%
建仓
APD
AIR PRODS & CHEMS INC
+$225.0K
872
建仓
TXN
TEXAS INSTRS INC
+$222.5K
1,144
建仓
ETR
ENTERGY CORP NEW
+$217.6K
2,034
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$217.4K
15,600
-36%
建仓
GIII
G III APPAREL GROUP LTD
+$216.6K
8,000
清仓
WBS
WEBSTER FINL CORP
-$215.2K
0
-100%
建仓
KR
KROGER CO
+$209.7K
4,200
建仓
AMP
AMERIPRISE FINL INC
+$205.9K
482
清仓
FDV
FEDERATED HERMES ETF TRUST
-$205.6K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$204.1K
1,552
减持
MSFT
MICROSOFT CORP
+$204.1K
36,911
-6%
减持
GDX
VANECK ETF TRUST
+$202.1K
6,000
-40%
增持
GLD
SPDR GOLD TR
+$201.2K
5,665
+4%
清仓
ROST
ROSS STORES INC
-$200.6K
0
-100%
增持
D
DOMINION ENERGY INC
+$198.2K
16,567
+22%
减持
SGI
TEMPUR SEALY INTL INC
-$191.8K
6,565
-32%
增持
TSLA
TESLA INC
+$189.2K
11,506
+4%
增持
AMGN
AMGEN INC
+$184.2K
6,495
+4%
增持
MCD
MCDONALDS CORP
-$181.1K
8,564
+5%
减持
—
MEDTRONIC PLC
-$176.8K
20,938
-2%
减持
RTX
RTX CORPORATION
+$174.6K
25,740
-3%
增持
BAC
BANK AMERICA CORP
+$173.3K
21,911
+6%
增持
CAT
CATERPILLAR INC
+$172.4K
2,392
+23%
建仓
—
TILRAY BRANDS INC
+$166.0K
100,000
减持
TSAT
TELESAT CORP
-$164.3K
27,664
-34%
减持
RUM
RUMBLE INC
-$163.1K
80,880
-2%
增持
QQQ
INVESCO QQQ TR
+$162.2K
3,387
+1%
增持
WFC
WELLS FARGO CO NEW
+$153.4K
11,395
+7%
增持
ET
ENERGY TRANSFER L P
+$152.4K
69,716
+0%
增持
JNJ
JOHNSON & JOHNSON
-$151.1K
23,686
+3%
增持
ARCC
ARES CAPITAL CORP
+$147.9K
26,402
+32%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$140.3K
18,714
+14%
减持
AMAT
APPLIED MATLS INC
+$137.8K
2,827
-1%
减持
PFE
PFIZER INC
-$133.9K
19,322
-21%
增持
ABBV
ABBVIE INC
+$132.0K
10,449
+9%
建仓
BBBY
BEYOND INC
+$130.8K
10,000
增持
STZ
CONSTELLATION BRANDS INC
+$129.6K
5,882
+5%
减持
—
ACCENTURE PLC IRELAND
-$128.3K
1,994
-0%
增持
SBUX
STARBUCKS CORP
-$124.4K
19,174
+13%
增持
HON
HONEYWELL INTL INC
+$124.1K
5,422
+4%
减持
—
EXXON MOBIL CORP
+$122.2K
10,797
-1%
建仓
JFR
NUVEEN FLOATING RATE INCOME
+$121.5K
14,051
增持
VTI
VANGUARD INDEX FDS
+$121.4K
2,033
+20%
增持
AVGO
BROADCOM INC
+$120.9K
265
+10%
增持
COP
CONOCOPHILLIPS
+$118.3K
13,049
+5%
增持
BKNG
BOOKING HOLDINGS INC
+$118.2K
137
+22%
增持
SPGI
S&P GLOBAL INC
+$115.4K
3,422
+4%
增持
SNOW
SNOWFLAKE INC
-$114.1K
2,108
+23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$112.3K
28,782
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$109.9K
13,924
-0%
增持
AXP
AMERICAN EXPRESS CO
+$108.4K
3,792
+5%
增持
V
VISA INC
+$101.8K
9,563
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$94.3K
8,238
+26%
增持
MO
ALTRIA GROUP INC
+$91.7K
8,141
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$89.2K
3,449
+27%
增持
XLV
SELECT SECTOR SPDR TR
+$84.6K
3,138
+21%
减持
APO
APOLLO GLOBAL MGMT INC
-$83.6K
65,460
-9%
增持
—
CHUBB LIMITED
+$82.1K
9,065
+1%
增持
ED
CONSOLIDATED EDISON INC
+$81.6K
8,361
+12%
增持
VO
VANGUARD INDEX FDS
+$81.1K
3,208
+9%
减持
NVO
NOVO-NORDISK A S
+$81.0K
4,093
-2%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$76.7K
112,415
-14%
减持
MRK
MERCK & CO INC
-$71.7K
12,158
-3%
减持
ADBE
ADOBE INC
-$70.7K
516
-12%
减持
CSX
CSX CORP
-$68.6K
14,670
-3%
增持
KO
COCA COLA CO
+$68.6K
8,351
+8%
减持
CEG
CONSTELLATION ENERGY CORP
-$68.4K
1,964
-45%
清仓
PLBY
PLBY GROUP INC
-$65.5K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$65.2K
671
+20%
增持
SPYM
SPDR SER TR
+$64.7K
8,732
+4%
增持
BA
BOEING CO
-$64.2K
9,467
+11%
增持
VTV
VANGUARD INDEX FDS
+$63.6K
7,999
+1%
增持
SO
SOUTHERN CO
+$60.6K
3,485
+14%
减持
PYPL
PAYPAL HLDGS INC
-$60.3K
4,853
-15%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$59.6K
45,464
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$59.3K
1,356
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$59.2K
6,369
+9%
建仓
UFI
UNIFI INC
+$58.9K
10,000
