Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 179
- 較 2021 年第 4 季 +6
- 總值
- $1.49 億
- 較 2021 年第 4 季 −$446.7 萬 (−2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 107,192 | $1,734 萬 | 11.6% | +464+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,574 | $663.5 萬 | 4.4% | −106−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,381 | $476.3 萬 | 3.2% | +782+4.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 78,671 | $371.3 萬 | 2.5% | +386+0.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 46,118 | $301.0 萬 | 2.0% | +28,312+159.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,379 | $294.2 萬 | 2.0% | −517−5.8% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 37,857 | $276.7 萬 | 1.9% | +186+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 33,568 | $254.9 萬 | 1.7% | +1,462+4.6% | 加碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 182,258 | $219.8 萬 | 1.5% | +182,258 | 新進 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 71,049 | $207.4 萬 | 1.4% | +40,699+134.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,632 | $196.4 萬 | 1.3% | +15+0.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 8,429 | $182.3 萬 | 1.2% | +385+4.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15,279 | $180.9 萬 | 1.2% | +424+2.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,745 | $172.4 萬 | 1.2% | +387+2.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 10,871 | $170.5 萬 | 1.1% | +471+4.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,172 | $164.1 萬 | 1.1% | +634+6.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,101 | $163.2 萬 | 1.1% | −225−4.2% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 15,308 | $157.2 萬 | 1.1% | −1,309−7.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,845 | $155.1 萬 | 1.0% | +84+2.2% | 加碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 31,584 | $152.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 19,629 | $149.0 萬 | 1.0% | +530+2.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,382 | $149.0 萬 | 1.0% | −16−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 516 | $148.9 萬 | 1.0% | +31+6.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,176 | $135.9 萬 | 0.9% | +96+2.4% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 47,631 | $128.7 萬 | 0.9% | +1,136+2.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,620 | $127.7 萬 | 0.9% | +403+2.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,402 | $122.5 萬 | 0.8% | +1,831+11.0% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 11,282 | $122.1 萬 | 0.8% | −351−3.0% | 減碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 99,084 | $121.1 萬 | 0.8% | +99,084 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 39,864 | $120.5 萬 | 0.8% | −12,347−23.6% | 減碼 | – |
| COPConocoPhillips | Stock | 12,497 | $119.9 萬 | 0.8% | +1,799+16.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,274 | $114.5 萬 | 0.8% | −26−0.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,307 | $106.5 萬 | 0.7% | −2,632−20.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,028 | $103.3 萬 | 0.7% | +13+1.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,036 | $101.5 萬 | 0.7% | −153−12.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,623 | $101.2 萬 | 0.7% | +95+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,280 | $98.4 萬 | 0.7% | −2,449−42.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 9,702 | $96.6 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 19,585 | $95.9 萬 | 0.6% | +4,755+32.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,550 | $95.8 萬 | 0.6% | +270+3.7% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 6,636 | $93.9 萬 | 0.6% | −50−0.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,885 | $92.7 萬 | 0.6% | +105+1.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 17,113 | $92.0 萬 | 0.6% | +461+2.8% | 加碼 | – |
| VVisa Inc. | Stock | 4,383 | $91.3 萬 | 0.6% | −1,771−28.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 20,608 | $90.9 萬 | 0.6% | −3,125−13.2% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 19,287 | $90.0 萬 | 0.6% | +2,213+13.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 15,061 | $84.0 萬 | 0.6% | +20.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 17,430 | $83.8 萬 | 0.6% | +854+5.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 346 | $82.8 萬 | 0.6% | +78+29.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 53,485 | $81.0 萬 | 0.5% | −9,619−15.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,343 | $78.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,466 | $78.3 萬 | 0.5% | +845+18.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,920 | $76.2 萬 | 0.5% | +300+5.3% | 加碼 | – |
| TRMKTrustmark Corp | COM | 25,380 | $74.5 萬 | 0.5% | +1,221+5.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,056 | $73.5 萬 | 0.5% | +252+6.6% | 加碼 | 歷史 |
| RNSTRenasant Corp | COM | 22,825 | $73.5 萬 | 0.5% | +775+3.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,080 | $73.1 萬 | 0.5% | +1,025+7.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 10,315 | $72.1 萬 | 0.5% | −156−1.5% | 減碼 | – |
| CVSCVS Health Corp | Stock | 6,862 | $69.8 萬 | 0.5% | +510+8.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 12,195 | $67.7 萬 | 0.5% | +290+2.4% | 加碼 | 歷史 |
| MGEEMge Energy Inc | COM | 8,038 | $65.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,350 | $65.2 萬 | 0.4% | +225+3.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 32,972 | $64.4 萬 | 0.4% | +1,059+3.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,978 | $63.9 萬 | 0.4% | +1,131+39.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F789 | MLT MNGD LRG GRW | 31,361 | $63.4 萬 | 0.4% | −8,496−21.3% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,556 | $63.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,123 | $61.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 4,670 | $60.3 萬 | 0.4% | +148+3.3% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,458 | $59.8 萬 | 0.4% | +1,458 | 新進 | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 34,553 | $58.6 萬 | 0.4% | −33,822−49.5% | 減碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 16,424 | $57.6 萬 | 0.4% | −83−0.5% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 4,219 | $57.1 萬 | 0.4% | −130−3.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,106 | $56.0 萬 | 0.4% | +3,106 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 9,255 | $55.5 萬 | 0.4% | +476+5.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 10,763 | $55.2 萬 | 0.4% | +1,135+11.8% | 加碼 | 歷史 |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 19,893 | $54.1 萬 | 0.4% | +19,893 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,732 | $53.9 萬 | 0.4% | +29+0.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 3,957 | $53.6 萬 | 0.4% | −61−1.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,965 | $52.8 萬 | 0.4% | +8,965 | 新進 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,297 | $52.5 萬 | 0.4% | +7,297 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 3,380 | $52.4 萬 | 0.4% | +416+14.0% | 加碼 | 歷史 |
| VERUVeru Inc. | COM | 45,875 | $51.4 萬 | 0.3% | +3,000+7.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,685 | $50.6 萬 | 0.3% | +627+10.3% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 9,394 | $50.5 萬 | 0.3% | +105+1.1% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,926 | $50.5 萬 | 0.3% | −1,540−13.4% | 減碼 | – |
| GSKGSK plc | SPONSORED ADR | 11,100 | $49.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 13,206 | $49.6 萬 | 0.3% | +1,605+13.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,621 | $48.2 萬 | 0.3% | −111−4.1% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 9,105 | $47.4 萬 | 0.3% | +9,105 | 新進 | – |
| CAHCardinal Health Inc | Stock | 7,569 | $46.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 4,216 | $46.0 萬 | 0.3% | +4,216 | 新進 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 13,016 | $45.9 萬 | 0.3% | +13,016 | 新進 | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 46,200 | $45.5 萬 | 0.3% | −1,800−3.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,725 | $44.9 萬 | 0.3% | 00.0% | 不變 | – |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 33,878 | $43.7 萬 | 0.3% | +33,878 | 新進 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 8,626 | $43.5 萬 | 0.3% | +248+3.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,532 | $42.6 萬 | 0.3% | +17+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 5,941 | $42.4 萬 | 0.3% | +437+7.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,678 | $42.0 萬 | 0.3% | +142+9.2% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 4,697 | $41.6 萬 | 0.3% | −358−7.1% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（18 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,024 | $116.4 萬 | 0.8% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 49,927 | $100.7 萬 | 0.7% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 5,942 | $66.5 萬 | 0.4% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 17,952 | $63.9 萬 | 0.4% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 12,275 | $63.7 萬 | 0.4% | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 11,280 | $59.8 萬 | 0.4% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,361 | $57.2 萬 | 0.4% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 9,093 | $48.0 萬 | 0.3% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 3,350 | $47.6 萬 | 0.3% | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 5,345 | $45.0 萬 | 0.3% | – |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 4,573 | $44.7 萬 | 0.3% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,741 | $28.5 萬 | 0.2% | – |
| CHWYChewy, Inc. | CL A | 5,786 | $25.1 萬 | 0.2% | 歷史 |
| CVNACarvana Co. | CL A | 1,530 | $25.1 萬 | 0.2% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,445 | $22.4 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 6,072 | $21.4 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 348 | $20.6 萬 | 0.1% | 歷史 |
| Molecular Data Inc60852L106 | SPONSORED ADS | 10,000 | $2,000 | <0.1% | – |