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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 18
增持 61
减持 58
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.0M
133,028
+1%
建仓
TY
TRI CONTL CORP
+$1.9M
57,712
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.6M
125,470
+33%
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
FTRB
FEDERATED HERMES ETF TRUST
+$1.4M
146,344
+53%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
84,230
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$842.5K
14,138
+2%
减持
MSFT
MICROSOFT CORP
-$789.8K
36,505
-1%
增持
APO
APOLLO GLOBAL MGMT INC
+$740.4K
67,804
+4%
增持
IVV
ISHARES TR
+$730.1K
9,961
+9%
减持
TSLA
TESLA INC
+$703.0K
11,390
-1%
增持
BX
BLACKSTONE INC
+$654.2K
18,981
+4%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$621.3K
0
-100%
增持
SBUX
STARBUCKS CORP
+$600.4K
21,470
+12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$591.2K
43,139
+17%
建仓
IWO
ISHARES TR
+$562.0K
1,979
减持
GOOG
ALPHABET INC
-$558.5K
22,749
-4%
增持
VUG
VANGUARD INDEX FDS
+$534.8K
6,289
+25%
减持
RTX
RTX CORPORATION
+$523.1K
25,646
-0%
减持
HD
HOME DEPOT INC
+$522.9K
8,741
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$492.8K
4,122
+0%
减持
AMZN
AMAZON COM INC
-$471.2K
54,274
-1%
增持
CVX
CHEVRON CORP NEW
+$449.9K
22,942
+23%
减持
NEE
NEXTERA ENERGY INC
+$441.2K
33,054
-1%
增持
MCD
MCDONALDS CORP
+$439.6K
8,611
+1%
清仓
—
NATIXIS ETF TR
-$434.8K
0
-100%
增持
FSIG
FIRST TR EXCHANGE TRADED FD
+$428.7K
66,700
+47%
清仓
INOD
INNODATA INC
-$425.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$421.2K
73,057
-3%
减持
GE
GE AEROSPACE
+$413.0K
15,585
-2%
建仓
HYMB
SPDR SER TR
+$389.3K
14,820
减持
META
META PLATFORMS INC
+$384.0K
9,484
-5%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$353.6K
107,279
-5%
增持
GOOGL
ALPHABET INC
-$335.5K
23,957
+1%
减持
VOO
VANGUARD INDEX FDS
-$335.3K
5,092
-16%
减持
SHY
ISHARES TR
-$333.1K
31,091
-13%
增持
WMT
WALMART INC
+$332.8K
25,497
+0%
减持
JNJ
JOHNSON & JOHNSON
+$327.4K
23,383
-1%
增持
GLD
SPDR GOLD TR
+$326.1K
6,353
+12%
建仓
CRMT
AMERICAS CAR-MART INC
+$312.3K
7,451
清仓
SGI
TEMPUR SEALY INTL INC
-$310.8K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$303.3K
4,087
-0%
建仓
VKTX
VIKING THERAPEUTICS INC
+$288.7K
4,560
减持
—
CHUBB LIMITED
+$288.4K
9,018
-1%
清仓
SNOW
SNOWFLAKE INC
-$284.8K
0
-100%
清仓
QCOM
QUALCOMM INC
-$276.8K
0
-100%
增持
HGER
HARBOR ETF TRUST
+$272.8K
42,741
+39%
增持
VZ
VERIZON COMMUNICATIONS INC
+$270.8K
32,460
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$263.4K
16,551
+1%
增持
SPGI
S&P GLOBAL INC
+$254.8K
3,448
+1%
建仓
MELI
MERCADOLIBRE INC
+$250.3K
122
建仓
IWM
ISHARES TR
+$236.3K
1,070
减持
—
MEDTRONIC PLC
+$234.0K
20,905
-0%
增持
NKE
NIKE INC
+$233.1K
13,334
+6%
减持
ORCL
ORACLE CORP
+$232.7K
10,062
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$232.6K
7,080
+1%
建仓
KKR
KKR & CO INC
+$232.2K
1,778
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$230.8K
180,020
-8%
增持
BA
BOEING CO
-$230.4K
12,255
+29%
建仓
SDVY
FIRST TR EXCHANGE TRADED FD
+$228.4K
6,279
建仓
MPC
MARATHON PETE CORP
+$226.3K
1,389
增持
CLX
CLOROX CO DEL
+$223.7K
7,230
+3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$220.9K
15,466
+22%
增持
SPYM
SPDR SER TR
+$220.9K
11,550
+32%
减持
ABBV
ABBVIE INC
+$215.8K
10,169
-3%
建仓
ENB
ENBRIDGE INC
+$213.0K
5,236
建仓
EIX
EDISON INTL
+$211.8K
2,432
减持
GS
GOLDMAN SACHS GROUP INC
+$210.2K
5,212
-1%
建仓
IT
GARTNER INC
+$209.8K
414
增持
GDX
VANECK ETF TRUST
+$209.4K
37,000
+517%
减持
BIV
VANGUARD BD INDEX FDS
-$205.3K
20,507
-15%
建仓
TMUS
T MOBILE US INC
+$205.1K
994
清仓
MU
MICRON TECHNOLOGY INC
-$204.1K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$202.7K
7,376
+8%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$202.3K
2,805
建仓
—
FERRARI N V
+$202.0K
432
建仓
FTNT
FORTINET INC
+$201.6K
2,600
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$200.0K
24,123
-4%
清仓
WYY
WIDEPOINT CORP
-$195.9K
0
-100%
增持
D
DOMINION ENERGY INC
+$195.2K
17,425
+5%
增持
IWF
ISHARES TR
+$194.8K
1,115
+82%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$186.8K
5,600
-64%
增持
XLU
SELECT SECTOR SPDR TR
+$169.1K
9,587
+8%
增持
IWD
ISHARES TR
+$165.7K
2,210
+52%
减持
UNP
UNION PAC CORP
+$162.0K
8,469
-0%
增持
V
VISA INC
+$155.7K
9,696
+1%
减持
JPM
JPMORGAN CHASE & CO
+$152.5K
28,116
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$151.8K
3,956
+26%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$150.4K
3,379
-2%
增持
VO
VANGUARD INDEX FDS
+$144.0K
3,491
+9%
减持
MRK
MERCK & CO INC
-$140.6K
12,017
-1%
减持
MA
MASTERCARD INCORPORATED
+$132.8K
3,234
-3%
清仓
BBBY
BEYOND INC
-$130.8K
0
-100%
增持
SHOP
SHOPIFY INC
+$129.6K
4,904
+23%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$129.5K
2,628
+27%
减持
COST
COSTCO WHSL CORP NEW
+$128.5K
3,746
-0%
减持
LLY
ELI LILLY & CO
-$121.1K
2,152
-4%
减持
ED
CONSOLIDATED EDISON INC
+$120.0K
8,333
-0%
减持
NOBL
PROSHARES TR
+$119.2K
11,355
-0%
增持
CEG
CONSTELLATION ENERGY CORP
+$117.4K
1,965
+0%
增持
IHDG
WISDOMTREE TR
+$116.7K
20,742
+14%
减持
PG
PROCTER AND GAMBLE CO
+$115.1K
15,205
-0%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$114.9K
59,498
+2%
增持
PFE
PFIZER INC
+$113.1K
22,590
+17%
增持
—
ACCENTURE PLC IRELAND
+$112.0K
2,029
+2%
增持
VEA
VANGUARD TAX MANAGED FDS
+$111.0K
19,614
+5%
减持
VTV
VANGUARD INDEX FDS
+$110.6K
7,984
-0%
清仓
INSE
INSPIRED ENTMT INC
-$109.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$108.0K
3,547
+5%
增持
HYFI
AB ACTIVE ETFS INC
+$106.3K
13,313
+23%
增持
ILMN
ILLUMINA INC
+$106.1K
3,512
+4%
减持
CAT
CATERPILLAR INC
+$99.6K
2,292
-4%
增持
VTI
VANGUARD INDEX FDS
+$98.2K
2,267
+12%
增持
VB
VANGUARD INDEX FDS
+$97.3K
1,815
+19%
减持
AXP
AMERICAN EXPRESS CO
+$96.2K
3,593
-5%
增持
AMAT
APPLIED MATLS INC
-$93.3K
2,841
+0%
减持
BAC
BANK AMERICA CORP
-$89.0K
19,717
-10%
减持
NU
NU HLDGS LTD
-$88.9K
35,669
-20%
减持
—
TRANE TECHNOLOGIES PLC
+$88.1K
1,506
-0%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$87.7K
11,155
减持
CL
COLGATE PALMOLIVE CO
+$85.8K
15,419
-1%
增持
COP
CONOCOPHILLIPS
-$79.3K
13,424
+3%
减持
—
TILRAY BRANDS INC
-$78.0K
50,000
-50%
减持
HON
HONEYWELL INTL INC
-$76.1K
5,234
-3%
清仓
NOK
NOKIA CORP
-$75.1K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
+$73.0K
5,093
-1%
减持
ABT
ABBOTT LABS
+$70.9K
7,750
-1%
增持
AMGN
AMGEN INC
+$70.9K
6,519
+0%
增持
TJX
TJX COS INC NEW
+$69.8K
8,348
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$67.8K
5,359
+21%
减持
—
BLACKROCK INC
+$65.2K
426
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$61.9K
8,829
+7%
减持
ET
ENERGY TRANSFER L P
-$59.5K
66,746
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$59.0K
1,637
-1%
清仓
UFI
UNIFI INC
-$58.9K
0
-100%
减持
BIIB
BIOGEN INC
-$57.7K
1,403
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$56.9K
24,729
-8%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$56.5K
5,136
-6%
增持
EXC
EXELON CORP
+$52.6K
7,940
+2%
减持
AMT
AMERICAN TOWER CORP NEW
+$51.8K
2,194
-7%
减持
VNQ
VANGUARD INDEX FDS
+$51.0K
3,830
-0%
减持
PEP
PEPSICO INC
+$48.6K
17,206
-1%
减持
KO
COCA COLA CO
+$48.6K
8,073
-3%
增持
—
EXXON MOBIL CORP
+$48.1K
11,015
+2%
减持
WMB
WILLIAMS COS INC
+$47.4K
42,248
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$47.1K
1,266
-7%
增持
UPS
UNITED PARCEL SERVICE INC
+$42.7K
2,247
+17%
减持
XLE
SELECT SECTOR SPDR TR
-$42.5K
7,442
-3%
清仓
—
NEW YORK CMNTY BANCORP INC
-$41.9K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$41.8K
896
+3%
增持
ADBE
ADOBE INC
+$41.6K
634
+23%
