Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/12 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 168
- 較 2022 年第 2 季 +6
- 總值
- $1.25 億
- 較 2022 年第 2 季 +$341.0 萬 (+2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 95,311 | $1,358 萬 | 10.8% | +8,375+9.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,916 | $546.8 萬 | 4.4% | −241−1.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,203 | $510.5 萬 | 4.1% | +3,500+19.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 61,918 | $274.1 萬 | 2.2% | −12,964−17.3% | 減碼 | – |
| MAMastercard Inc | Stock | 8,252 | $239.8 萬 | 1.9% | +58+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 40,680 | $230.4 萬 | 1.8% | +500+1.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 32,126 | $218.8 萬 | 1.7% | 00.0% | 不變 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,043 | $218.3 萬 | 1.7% | +11,776+6.4% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 68,037 | $174.6 萬 | 1.4% | −1,512−2.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,608 | $171.7 萬 | 1.4% | +455+6.4% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 5,040 | $150.8 萬 | 1.2% | −62−1.2% | 減碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 31,520 | $148.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 8,643 | $148.0 萬 | 1.2% | +117+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,150 | $143.4 萬 | 1.1% | +656+6.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 12,931 | $142.0 萬 | 1.1% | +250+2.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,145 | $140.7 萬 | 1.1% | +2,581+27.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,715 | $137.4 萬 | 1.1% | +4,823+70.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,163 | $134.7 萬 | 1.1% | +567+5.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 18,465 | $128.8 萬 | 1.0% | +569+3.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,377 | $120.0 萬 | 1.0% | −3,655−22.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,223 | $119.9 萬 | 1.0% | +819+24.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,851 | $113.1 萬 | 0.9% | −423−5.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,203 | $112.1 萬 | 0.9% | +2,052+20.2% | 加碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 99,084 | $111.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 12,888 | $109.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 19,251 | $107.1 萬 | 0.9% | −11−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,849 | $107.0 萬 | 0.9% | +3,829+54.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 43,459 | $103.9 萬 | 0.8% | −2,000−4.4% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 11,063 | $103.8 萬 | 0.8% | −25−0.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,169 | $101.0 萬 | 0.8% | +635+18.0% | 加碼依 3 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 5,460 | $99.2 萬 | 0.8% | +1,091+25.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,883 | $95.5 萬 | 0.8% | +982+12.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,985 | $91.4 萬 | 0.7% | +2,065+34.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,083 | $90.2 萬 | 0.7% | +1,147+12.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,532 | $88.8 萬 | 0.7% | +9+0.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 22,323 | $87.5 萬 | 0.7% | +8,242+58.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 16,985 | $87.2 萬 | 0.7% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 19,619 | $86.6 萬 | 0.7% | +2,001+11.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,811 | $86.5 萬 | 0.7% | +1,335+280.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,512 | $86.4 萬 | 0.7% | −9−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,077 | $82.9 萬 | 0.7% | +857+20.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,429 | $82.4 萬 | 0.7% | +403+8.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 910 | $80.3 萬 | 0.6% | −50−5.2% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 14,336 | $79.9 萬 | 0.6% | −157−1.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,525 | $78.6 萬 | 0.6% | +301+24.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 19,706 | $78.0 萬 | 0.6% | +300+1.5% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 18,576 | $77.2 萬 | 0.6% | +12,809+222.1% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 18,936 | $76.0 萬 | 0.6% | +60.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,769 | $75.7 萬 | 0.6% | −1,407−33.7% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 10,691 | $70.0 萬 | 0.6% | +126+1.2% | 加碼 | 歷史 |
| RNSTRenasant Corp | COM | 21,599 | $69.2 萬 | 0.6% | +524+2.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,479 | $67.7 萬 | 0.5% | +1,014+218.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 25,018 | $67.5 萬 | 0.5% | −4,164−14.3% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 7,337 | $64.7 萬 | 0.5% | −2,125−22.5% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,278 | $64.6 萬 | 0.5% | −394−6.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 14,270 | $64.4 萬 | 0.5% | −415−2.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,409 | $62.7 萬 | 0.5% | −4,259−33.6% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 19,783 | $62.3 萬 | 0.5% | +3,281+19.9% | 加碼 | – |
| VERUVeru Inc. | COM | 50,300 | $61.8 萬 | 0.5% | +925+1.9% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 53,034 | $60.8 萬 | 0.5% | +2,526+5.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,719 | $60.8 萬 | 0.5% | +3,558+31.9% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,995 | $59.9 萬 | 0.5% | +2,769+124.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,978 | $58.4 萬 | 0.5% | +825+16.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 9,020 | $56.4 萬 | 0.5% | +9,020 | 新進 | – |
| TRMKTrustmark Corp | COM | 17,833 | $55.5 萬 | 0.4% | +119+0.7% | 加碼 | 歷史 |
| MGEEMge Energy Inc | COM | 8,038 | $54.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 9,088 | $54.1 萬 | 0.4% | −1,227−11.9% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,420 | $53.7 萬 | 0.4% | +1,428+47.7% | 加碼 | 歷史 |
| NXGNNextgen Healthcare, Inc. | COM | 30,000 | $53.6 萬 | 0.4% | +30,000 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 9,459 | $52.3 萬 | 0.4% | +2,280+31.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 10,129 | $52.0 萬 | 0.4% | +1,624+19.1% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,528 | $50.4 萬 | 0.4% | +70+4.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,637 | $50.3 萬 | 0.4% | +133+3.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 30,977 | $49.2 萬 | 0.4% | +2,828+10.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,906 | $48.9 萬 | 0.4% | +1,605+69.8% | 加碼 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 16,424 | $48.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,907 | $47.6 萬 | 0.4% | +4,907 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 6,712 | $47.2 萬 | 0.4% | +948+16.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,433 | $46.7 萬 | 0.4% | −1,259−11.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,047 | $46.6 萬 | 0.4% | −299−3.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 5,302 | $46.4 萬 | 0.4% | +760+16.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 11,095 | $45.9 萬 | 0.4% | +134+1.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 3,957 | $45.9 萬 | 0.4% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 5,323 | $45.5 萬 | 0.4% | −952−15.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F789 | MLT MNGD LRG GRW | 27,286 | $45.5 萬 | 0.4% | −2,005−6.8% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 5,917 | $45.2 萬 | 0.4% | −83−1.4% | 減碼 | 歷史 |
| HSYHershey Co | COM | 2,012 | $45.2 萬 | 0.4% | +245+13.9% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,346 | $44.9 萬 | 0.4% | −23−0.3% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 5,177 | $44.0 萬 | 0.4% | +200+4.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,361 | $43.8 萬 | 0.3% | +24+1.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 11,046 | $43.1 萬 | 0.3% | −705−6.0% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 4,996 | $42.7 萬 | 0.3% | +1,652+49.4% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 9,337 | $42.3 萬 | 0.3% | −395−4.1% | 減碼 | – |
| CADECadence Bancorporation | EQUITY US CM | 16,139 | $41.9 萬 | 0.3% | +6,977+76.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,564 | $41.7 萬 | 0.3% | +20+0.4% | 加碼 | – |
| BACBank of America Corp | Stock | 13,043 | $40.5 萬 | 0.3% | −839−6.0% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,650 | $40.1 萬 | 0.3% | +1,945+12.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,892 | $40.1 萬 | 0.3% | +312+12.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,586 | $40.1 萬 | 0.3% | +494+12.1% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 8,049 | $39.1 萬 | 0.3% | −1,000−11.1% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（10 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 3,080 | $50.0 萬 | 0.4% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 3,255 | $45.0 萬 | 0.4% | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 1,508 | $39.8 萬 | 0.3% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,363 | $27.1 萬 | 0.2% | – |
| GSKGSK plc | SPONSORED ADR | 5,812 | $25.2 萬 | 0.2% | 歷史 |
| PLDPrologis, Inc. | REIT | 2,017 | $24.8 萬 | 0.2% | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,365 | $24.3 萬 | 0.2% | – |
| NKENIKE, Inc. | Stock | 2,097 | $22.7 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 575 | $22.4 萬 | 0.2% | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,583 | $21.4 萬 | 0.2% | 歷史 |