Platform Wealth Management, LLC
CIK 2110622 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $273.3M
- 持仓
- 57
- 截至
- 2026年6月30日
按 13F 价值排名第 5456（共 9443） · 前 57.8%
投资组合价值同比（季度）：+8.2% 13F不披露现金
- 前十大持仓权重
- 66.16%
- 前二十五大持仓权重
- 89.97%
- 持仓高于 1%
- 25
- 有效持仓数量
- 15.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.78% 估计买入 $11360472 · 卖出 $4674726
- 新仓位
- 3
- 增加
- 13
- 减少
- 29
- 已结清
- 0
行业细分
Technology
13.8%
Communication Services
10.6%
Retail
8.5%
Consumer Staples
4.9%
Consumer Discretionary
3.4%
Financial Services
3.0%
Healthcare
2.0%
Financials
1.4%
Consumer products
0.3%
Industrials
0.3%
Utilities
0.1%
其他/未映射
51.6%
完整投资组合 57 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $48597106 | 17.78% | 1095516 | $7721084 | |||
| AAPL Apple Inc. - Common Stock | $29940507 | 10.96% | 103471 | $710554 | |||
| AVUV | $15928778 | 5.83% | 127675 | $3738396 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $14410231 | 5.27% | 40323 | $1775673 | |||
| DFAU | $13996241 | 5.12% | 270773 | $3324627 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $13608152 | 4.98% | 38514 | $1064625 | |||
| AVO Mission Produce, Inc. - Common Stock | $12328838 | 4.51% | 1045703 | $198683 | |||
| DFAI | $12171372 | 4.45% | 295064 | $1800581 | |||
| AMZN Amazon.com, Inc. - Common Stock | $10448826 | 3.82% | 43840 | $-125038 | |||
| COST Costco Wholesale Corporation - Common Stock | $9393054 | 3.44% | 10041 | $559243 | |||
| MAR Marriott International - Class A Common Stock | $5899052 | 2.16% | 15918 | $791571 | |||
| DFGR | $5846104 | 2.14% | 201799 | $733370 | |||
| DFAT | $5829942 | 2.13% | 83404 | $821344 | |||
| DFAX | $5079929 | 1.86% | 137892 | $171224 | |||
| BLK BlackRock, Inc. Common Stock | $4702028 | 1.72% | 4890 | $-735299 | |||
| DFUV | $4408331 | 1.61% | 80137 | $1087560 | |||
| CVS CVS Health Corporation Common Stock | $4406970 | 1.61% | 42600 | $1026234 | |||
| CRM Salesforce, Inc. Common Stock | $4305643 | 1.58% | 27484 | $-2977528 | |||
| DFEM | $4282037 | 1.57% | 105365 | $811921 | |||
| DFUS | $4217452 | 1.54% | 51470 | $-16765 | |||
| AVDV | $4160409 | 1.52% | 40373 | $468454 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $3232556 | 1.18% | 21337 | $-45021 | |||
| DFAE | $3106946 | 1.14% | 77268 | $617100 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2819153 | 1.03% | 8613 | $17318 | |||
| DFNM | $2757879 | 1.01% | 57058 | $1380743 | |||
| DFIV | $2456123 | 0.90% | 45467 | $128490 | |||
| CME CME Group Inc. - Class A Common Stock | $2112460 | 0.77% | 9566 | $-499823 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2112369 | 0.77% | 16975 | $-2442024 | |||
| AVUS | $1956934 | 0.72% | 15279 | $561361 | |||
| NKE Nike, Inc. Common Stock | $1692697 | 0.62% | 41235 | $-934385 | |||
| FISV Fiserv, Inc. - Common Stock | $1450261 | 0.53% | 29567 | $-535754 | |||
| DFIC | $1392108 | 0.51% | 37362 | $247726 | |||
| SBUX Starbucks Corporation - Common Stock | $1386003 | 0.51% | 13563 | $216505 | |||
| EA Electronic Arts Inc. - Common Stock | $1012488 | 0.37% | 4938 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $953487 | 0.35% | 7042 | $-58473 | |||
| PG Procter & Gamble Company (The) Common Stock | $948174 | 0.35% | 6466 | $19382 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $857051 | 0.31% | 8980 | $48400 | |||
| VOO | $830769 | 0.30% | 1210 | $86203 | |||
| BRKA | $748850 | 0.27% | 1 | $-5950 | |||
| DFSD | $678075 | 0.25% | 14201 | $-412883 | |||
| CWBC Community West Bancshares - Common Stock | $665886 | 0.24% | 24791 | $108088 | |||
| JNJ Johnson & Johnson Common Stock | $638595 | 0.23% | 2514 | $117572 | |||
| MSFT Microsoft Corporation - Common Stock | $589907 | 0.22% | 1581 | $-187971 | |||
| DISV | $538946 | 0.20% | 13430 | $-66812 | |||
| DE Deere & Company Common Stock | $475748 | 0.17% | 750 | $123312 | |||
| AVGO Broadcom Inc. - Common Stock | $455189 | 0.17% | 1205 | $-65692 | |||
| MCD McDonald's Corporation Common Stock | $443154 | 0.16% | 1639 | $-64935 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $403003 | 0.15% | 1215 | $-26805 | |||
| DFSV | $361988 | 0.13% | 9332 | $5033 | |||
| ABBV AbbVie Inc. Common Stock | $354561 | 0.13% | 1409 | $32619 | |||
| NVDA NVIDIA Corporation - Common Stock | $305752 | 0.11% | 1528 | $6046 | |||
| GLW Corning Incorporated Common Stock | $297574 | 0.11% | 1165 | 上涨 ×1 | |||
| VLUE | $287926 | 0.11% | 1441 | 上涨 ×1 | |||
| IVLU | $284669 | 0.10% | 6807 | $-25020 | |||
| BRKB | $280719 | 0.10% | 561 | $-15342 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $230900 | 0.08% | 2845 | $2446 | |||
| LOW Lowe's Companies, Inc. Common Stock | $220490 | 0.08% | 1000 | $-20670 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| EA | $1012488 | 4938 | 0.37% |
| GLW | $297574 | 1165 | 0.11% |
| VLUE | $287926 | 1441 | 0.11% |