Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 162
- 較 2022 年第 1 季 −17
- 總值
- $1.22 億
- 較 2022 年第 1 季 −$2,742 萬 (−18.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 86,936 | $1,272 萬 | 10.4% | −20,256−18.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,157 | $589.5 萬 | 4.8% | −417−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,703 | $475.2 萬 | 3.9% | +322+1.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 74,882 | $329.3 萬 | 2.7% | −3,789−4.8% | 減碼 | – |
| MAMastercard Inc | Stock | 8,194 | $265.5 萬 | 2.2% | −185−2.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 40,180 | $252.8 萬 | 2.1% | −5,938−12.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 32,126 | $227.9 萬 | 1.9% | −1,442−4.3% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 183,267 | $222.9 萬 | 1.8% | +1,009+0.6% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 69,549 | $181.0 萬 | 1.5% | −1,500−2.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,153 | $166.1 萬 | 1.4% | −479−6.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,032 | $162.9 萬 | 1.3% | −713−4.3% | 減碼 | – |
| CATCaterpillar Inc | Stock | 8,526 | $153.7 萬 | 1.3% | +97+1.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,494 | $153.3 萬 | 1.3% | +322+3.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,102 | $152.3 萬 | 1.3% | +10.0% | 加碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 31,520 | $142.3 萬 | 1.2% | −64−0.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 17,896 | $127.6 萬 | 1.0% | −1,733−8.8% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 19,262 | $125.6 萬 | 1.0% | −18,595−49.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,176 | $123.2 萬 | 1.0% | 00.0% | 不變 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 99,084 | $122.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 9,596 | $120.3 萬 | 1.0% | −1,275−11.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,274 | $111.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,564 | $111.3 萬 | 0.9% | −756−7.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 11,088 | $110.0 萬 | 0.9% | −194−1.7% | 減碼 | – |
| COPConocoPhillips | Stock | 12,681 | $109.5 萬 | 0.9% | +184+1.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 12,888 | $105.6 萬 | 0.9% | −640−4.7% | 減碼依 4 比 1 拆股換算 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 45,459 | $105.6 萬 | 0.9% | −2,172−4.6% | 減碼 | – |
| XYZBlock, Inc. | CL A | 14,493 | $99.4 萬 | 0.8% | −815−5.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,404 | $97.7 萬 | 0.8% | +124+3.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,523 | $97.0 萬 | 0.8% | −1,879−10.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,668 | $96.8 萬 | 0.8% | −3,952−23.8% | 減碼 | – |
| PFEPfizer Inc | Stock | 17,618 | $94.1 萬 | 0.8% | +188+1.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,892 | $92.7 萬 | 0.8% | −731−9.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,901 | $90.7 萬 | 0.7% | +351+4.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,369 | $88.7 萬 | 0.7% | −14−0.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,151 | $87.3 萬 | 0.7% | −734−6.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,178 | $86.4 萬 | 0.7% | +150+14.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 16,985 | $85.8 萬 | 0.7% | −128−0.7% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 9,462 | $85.7 萬 | 0.7% | −240−2.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,936 | $83.9 萬 | 0.7% | −1,371−13.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 19,406 | $83.7 萬 | 0.7% | −179−0.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 351 | $83.4 萬 | 0.7% | +5+1.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 29,182 | $80.3 萬 | 0.7% | −10,682−26.8% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 18,930 | $79.1 萬 | 0.6% | −357−1.9% | 減碼 | – |
| DEDeere & Co | Stock | 2,521 | $76.5 萬 | 0.6% | −1,324−34.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,672 | $75.3 萬 | 0.6% | +206+3.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,220 | $75.3 萬 | 0.6% | +164+4.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 14,685 | $74.9 萬 | 0.6% | −376−2.5% | 減碼 | – |
| CVXChevron Corp | Stock | 5,026 | $72.2 萬 | 0.6% | +1,048+26.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,081 | $71.4 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,920 | $71.2 萬 | 0.6% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 960 | $69.3 萬 | 0.6% | −76−7.3% | 減碼 | 歷史 |
| VERUVeru Inc. | COM | 49,375 | $66.5 萬 | 0.5% | +3,500+7.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 10,315 | $65.2 萬 | 0.5% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,224 | $63.0 萬 | 0.5% | +465+61.3% | 加碼 | 歷史 |
| RNSTRenasant Corp | COM | 21,075 | $62.5 萬 | 0.5% | −1,750−7.7% | 減碼 | 歷史 |
| MGEEMge Energy Inc | COM | 8,038 | $61.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,275 | $61.7 萬 | 0.5% | −9,004−58.9% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 5,434 | $60.8 萬 | 0.5% | −1,202−18.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 28,149 | $59.6 萬 | 0.5% | −4,823−14.6% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 50,508 | $58.9 萬 | 0.5% | −2,977−5.6% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 10,565 | $56.6 萬 | 0.5% | +3,784+55.8% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,000 | $56.3 萬 | 0.5% | −123−2.0% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,692 | $54.1 萬 | 0.4% | +766+7.7% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 16,502 | $53.9 萬 | 0.4% | +16,502 | 新進 | – |
| TRMKTrustmark Corp | COM | 17,714 | $53.5 萬 | 0.4% | −7,666−30.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,504 | $53.3 萬 | 0.4% | +124+3.7% | 加碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 16,424 | $53.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F789 | MLT MNGD LRG GRW | 29,291 | $52.9 萬 | 0.4% | −2,070−6.6% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,458 | $52.0 萬 | 0.4% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 3,080 | $50.0 萬 | 0.4% | −26−0.8% | 減碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 9,049 | $49.4 萬 | 0.4% | −345−3.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,346 | $49.1 萬 | 0.4% | −619−6.9% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,369 | $48.5 萬 | 0.4% | +72+1.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 3,957 | $48.5 萬 | 0.4% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 5,153 | $48.2 萬 | 0.4% | −1,709−24.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,161 | $48.1 萬 | 0.4% | +398+3.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,977 | $47.3 萬 | 0.4% | −1,373−21.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 8,505 | $46.7 萬 | 0.4% | −750−8.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 11,751 | $46.6 萬 | 0.4% | −8,857−43.0% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 9,732 | $46.4 萬 | 0.4% | +9,732 | 新進 | – |
| MOAltria Group, Inc. | Stock | 10,961 | $45.8 萬 | 0.4% | −1,234−10.1% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 3,255 | $45.0 萬 | 0.4% | +3,255 | 新進 | – |
| SYYSysco Corp | Stock | 5,172 | $44.6 萬 | 0.4% | +475+10.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,580 | $44.4 萬 | 0.4% | −41−1.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,882 | $44.2 萬 | 0.4% | +676+5.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,735 | $44.0 萬 | 0.4% | +57+3.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,337 | $43.8 萬 | 0.4% | +62+4.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,764 | $43.4 萬 | 0.4% | −921−13.8% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,544 | $42.6 萬 | 0.3% | +12+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,179 | $42.3 萬 | 0.3% | +1,287+21.8% | 加碼 | – |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 31,238 | $42.3 萬 | 0.3% | −2,640−7.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,542 | $42.2 萬 | 0.3% | −40−0.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,992 | $42.1 萬 | 0.3% | −1,564−34.3% | 減碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 7,182 | $40.7 萬 | 0.3% | +7,182 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 8,075 | $40.3 萬 | 0.3% | −551−6.4% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 15,705 | $39.8 萬 | 0.3% | +526+3.5% | 加碼 | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 1,508 | $39.8 萬 | 0.3% | +1,508 | 新進 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 11,578 | $39.5 萬 | 0.3% | −1,438−11.0% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,767 | $38.8 萬 | 0.3% | −73−4.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,718 | $38.2 萬 | 0.3% | +199+5.7% | 加碼 | – |
2022 年第 1 季之後清倉（24 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 2,343 | $78.6 萬 | 0.5% | 歷史 |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 19,893 | $54.1 萬 | 0.4% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,732 | $53.9 萬 | 0.4% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 9,105 | $47.4 萬 | 0.3% | – |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 4,216 | $46.0 萬 | 0.3% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,540 | $41.1 萬 | 0.3% | – |
| ZTSZoetis Inc. | Stock | 1,818 | $33.1 萬 | 0.2% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 3,561 | $32.8 萬 | 0.2% | 歷史 |
| EXASExact Sciences Corp | COM | 5,220 | $31.7 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 4,475 | $28.0 萬 | 0.2% | – |
| ORCLOracle Corp | Stock | 3,410 | $26.0 萬 | 0.2% | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 9,232 | $25.5 萬 | 0.2% | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 17,634 | $25.4 萬 | 0.2% | 歷史 |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 9,819 | $25.0 萬 | 0.2% | 歷史 |
| HPQHP Inc | Stock | 6,651 | $24.4 萬 | 0.2% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,295 | $24.0 萬 | 0.2% | – |
| BHPBHP Group Ltd | ADR | 3,163 | $21.5 萬 | 0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,600 | $21.3 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,813 | $21.3 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 565 | $21.1 萬 | 0.1% | – |
| DUKDuke Energy CORP | Stock | 1,849 | $21.1 萬 | 0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 2,428 | $20.6 萬 | 0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,724 | $20.0 萬 | 0.1% | 歷史 |
| VMARVision Marine Technologies Inc. | COM | 10,000 | $5.00 萬 | <0.1% | 歷史 |