Platform Technology Partners — Q1 2020 13F 持股

Name: Platform Technology Partners — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001830817

申報總市值

US$5.2億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	6.52%	-0.30%	-0.54%
2	AAPL	Apple INC	股票-科技	5.46%	-0.93%	+27.31%
3	MSFT	Microsoft CORP	股票-科技	5.28%	-0.94%	+30.49%
4	AMZN	Amazon.com INC	股票-循環性消費	2.67%	—	+59.26%
5	JPM	Jpmorgan Chase & Co	股票-金融	2.65%	—	+51.45%
6	PFE	Pfizer INC	股票-醫療保健	2.27%	—	+38.59%
7	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	2.24%	—	+87.44%
8	META	Meta Platforms Inc-class A	股票-通訊服務	2.08%	—	-18.01%
9	GOOG	Alphabet Inc-cl C	股票-通訊服務	2.03%	—	+32.92%
10	JNJ	Johnson & Johnson	股票-醫療保健	1.95%	+0.17%	+18.16%
11	VZ	Verizon Communications INC	股票-通訊服務	1.71%	—	+51.03%
12	PEP	Pepsico INC	股票-非循環性消費	1.54%	+0.03%	+36.78%
13	BMY	Bristol-myers Squibb Co	股票-醫療保健	1.51%	—	+17.05%
14	T	At&t INC	股票-通訊服務	1.37%	—	+224.32%
15	UNP	Union Pacific CORP	股票-工業	1.30%	—	+19.40%
16	BR	Broadridge Financial Solutio	股票-科技	1.19%	—	+97.33%
17	MCD	Mcdonald's CORP	股票-循環性消費	1.12%	—	+35.30%
18	EPD	Enterprise Products Partners	股票-能源	1.08%	—	-9.15%
19	MRK	Merck & Co. INC.	股票-醫療保健	1.04%	+0.05%	+45.80%
20	PG	Procter & Gamble Co/the	股票-非循環性消費	1.02%	+0.03%	+43.48%
21	ABT	Abbott Laboratories	股票-醫療保健	1.02%	—	+0.97%
22	BAC	Bank Of America CORP	股票-金融	1.00%	—	+121.11%
23	HON	Honeywell International INC	股票-工業	0.97%	—	+16.68%
24	AMGN	Amgen INC	股票-醫療保健	0.94%	+0.03%	+36.44%
25	SO	Southern Co/the	股票-公用事業	0.93%	—	+362.26%
26	MA	Mastercard INC - A	股票-金融	0.87%	—	+6.16%
27	NEE	Nextera Energy INC	股票-公用事業	0.82%	+0.05%	+97.82%
28	DIS	Walt Disney Co/the	股票-通訊服務	0.80%	—	+60.83%
29	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.73%	—	—
30	MDT	Medtronic plc	股票-醫療保健	0.72%	—	+35.52%
31	ED	Consolidated Edison INC	股票-公用事業	0.70%	—	+232.83%
32	WMT	Walmart INC	股票-非循環性消費	0.70%	+0.06%	+14.56%
33	HD	Home Depot INC	股票-循環性消費	0.69%	—	+50.02%
34	NKE	Nike INC -cl B	股票-循環性消費	0.69%	—	+29.33%
35	CVX	Chevron CORP	股票-能源	0.68%	+0.20%	+56.28%
36	TJX	Tjx Companies INC	股票-循環性消費	0.68%	—	+21.65%
37	VTV	Vanguard Value ETF	ETF-其他	0.67%	—	—
38	ABBV	Abbvie INC	股票-醫療保健	0.67%	—	+42.24%
39	V	Visa Inc-class A Shares	股票-金融	0.66%	—	+83.32%
40	DLN	Wisdomtree US Largecap Divid	ETF-其他	0.65%	—	—
41	SBUX	Starbucks CORP	股票-循環性消費	0.64%	+0.06%	+21.69%
42	UNH	Unitedhealth Group INC	股票-醫療保健	0.58%	—	+42.95%
43	CLX	Clorox Company	股票-非循環性消費	0.58%	+0.05%	+30.05%
44	SPGI	S&p Global INC	股票-金融	0.58%	—	+26.84%
45	CL	Colgate-palmolive Co	股票-非循環性消費	0.56%	—	+39.29%
46	D	Dominion Energy INC	股票-公用事業	0.54%	—	+64.98%
47	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公債	0.52%	+0.12%	NEW
48	BA	Boeing Co/the	股票-工業	0.51%	—	+74.96%
49	ADP	Automatic Data Processing	股票-科技	0.50%	—	+36.31%
50	GS	Goldman Sachs Group INC	股票-金融	0.50%	—	+53.90%

1–50 of 178

本季持股變動

Platform Technology Partners 於截至 Q1 2020 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	MSFT	Microsoft CORP	+1.9%	+30.49%	加碼
2	AAPL	Apple INC	+1.4%	+27.31%	加碼
3	AMZN	Amazon.com INC	+1.4%	+59.26%	加碼
4	BRK-B	Berkshire Hathaway Inc-cl B	+1%	+87.44%	加碼
5	T	At&t INC	+0.9%	+224.32%	加碼
6	SO	Southern Co/the	+0.7%	+362.26%	加碼
7	VZ	Verizon Communications INC	+0.6%	+51.03%	加碼
8	BR	Broadridge Financial Solutio	+0.5%	+97.33%	加碼
9	ED	Consolidated Edison INC	+0.5%	+232.83%	加碼
10	NEE	Nextera Energy INC	+0.5%	+97.82%	加碼
11	LORLUSD	Loral Space & Communications	-0.2%	+12.60%	加碼
12	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-0.54%	減碼
13	CELPGBP	Cypress Energy Partners LP	-0.3%	-68.77%	減碼
14	SRPT	Sarepta Therapeutics INC	-0.4%	-42.07%	減碼
15	TYGEUR	Tortoise Energy Infrastruct	-0.4%	-63.49%	減碼
16	WEP	Magellan Midstream Partners	-0.4%	-41.63%	減碼
17	META	Meta Platforms Inc-class A	-0.5%	-18.01%	減碼
18	WMB	Williams Cos INC	-0.5%	-31.19%	減碼
19	AM	Antero Midstream CORP	-0.5%	-89.29%	減碼
20	✓	Clearbridge	-0.7%	-62.25%	減碼
21	EQMUSD	Eqm Midstream Partners LP	-0.8%	-67.70%	減碼
22	VOYA	Voya Financial, Inc.	-0.8%	-76.04%	減碼
23	EPD	Enterprise Products Partners	-0.9%	-9.15%	減碼
24	MPLX	Mplx LP	-1%	-59.47%	減碼
25	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	-1.1%	-75.06%	減碼
26	ET	Energy Transfer LP	-1.5%	-53.44%	減碼
27	KYN	Kayne Anderson Energy Infra	-2.3%	-72.02%	減碼
28	EMO	ClearBridge Energy Midstream Opportunity Fund Inc	-3.4%	-72.04%	減碼
29	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清倉
30	PSXPUSD	Phillips 66 Partners LP	—	EXIT	清倉
31	FCX	Freeport-mcmoran INC	—	EXIT	清倉
32	XLF	Ss Financial Select Sector	—	EXIT	清倉
33	CEQPUSD	Crestwood Equity Partners LP	—	EXIT	清倉
34	✓	Cnx Midstream Pa	—	EXIT	清倉
35	DKL	Delek Logistics Partners LP	—	EXIT	清倉
36	VYM	Vanguard High Dvd Yield ETF	—	NEW	新建倉
37	WES	Western Midstream Partners L	—	EXIT	清倉
38	NGL	Ngl Energy Partners LP	—	EXIT	清倉
39	VTV	Vanguard Value ETF	—	NEW	新建倉
40	DLN	Wisdomtree US Largecap Divid	—	NEW	新建倉
41	TEGPUSD	Tallgrass Energy LP	—	EXIT	清倉
42	VOO	Vanguard S&p 500 ETF	—	NEW	新建倉
43	TEL	TE Connectivity plc	—	EXIT	清倉
44	LLY	Eli Lilly & Co	—	NEW	新建倉
45	MGK	Vanguard Mega Cap Growth ETF	—	NEW	新建倉
46	DUK	Duke Energy CORP	—	NEW	新建倉
47	EXC	Exelon CORP	—	NEW	新建倉
48	MGV	Vanguard Mega Cap Value ETF	—	NEW	新建倉
49	CMCSA	Comcast Corp-class A	—	NEW	新建倉
50	IYR	Ishares US Real Estate ETF	—	NEW	新建倉