Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/3 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 248
- 較 2022 年第 3 季 +80
- 總值
- $2.39 億
- 較 2022 年第 3 季 +$1.14 億 (+90.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 132,293 | $1,931 萬 | 8.1% | +36,982+38.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 165,559 | $1,013 萬 | 4.2% | +165,559 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,866 | $684.1 萬 | 2.9% | +1,950+13.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 200,334 | $599.2 萬 | 2.5% | +200,334 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 23,862 | $592.3 萬 | 2.5% | +2,659+12.5% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 84,976 | $545.8 萬 | 2.3% | +81,134+2,111.8% | 加碼 | – |
| MAMastercard Inc | Stock | 10,887 | $407.2 萬 | 1.7% | +2,635+31.9% | 加碼 | 歷史 |
| iShares Tr464287812 | US CONSM STAPLES | 20,533 | $402.2 萬 | 1.7% | +20,533 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 68,382 | $376.2 萬 | 1.6% | +68,382 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,302 | $346.9 萬 | 1.5% | +8,221+760.5% | 加碼 | – |
| BABoeing Co | Stock | 16,387 | $346.0 萬 | 1.4% | +16,387 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 101,360 | $321.8 萬 | 1.3% | +101,360 | 新進 | – |
| TSLATesla, Inc. | Stock | 17,306 | $307.9 萬 | 1.3% | +13,137+315.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 40,533 | $295.3 萬 | 1.2% | +40,533 | 新進 | – |
| iShares Tr464288760 | US AER DEF ETF | 25,887 | $294.4 萬 | 1.2% | +14,824+134.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 27,537 | $281.5 萬 | 1.2% | +15,392+126.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,918 | $268.6 萬 | 1.1% | +55,918 | 新進 | – |
| CATCaterpillar Inc | Stock | 9,425 | $249.5 萬 | 1.0% | +782+9.0% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 49,697 | $235.7 萬 | 1.0% | +30,761+162.4% | 加碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,060 | $223.1 萬 | 0.9% | +170.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 31,855 | $214.5 萬 | 0.9% | +31,855 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 28,404 | $213.1 萬 | 0.9% | −3,722−11.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 57,262 | $209.5 萬 | 0.9% | +57,262 | 新進 | – |
| KOCoca Cola Co | Stock | 34,209 | $207.1 萬 | 0.9% | −6,471−15.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,327 | $200.5 萬 | 0.8% | +2,104+49.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,499 | $191.0 萬 | 0.8% | +4,296+35.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,304 | $190.7 萬 | 0.8% | −304−4.0% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,890 | $173.0 萬 | 0.7% | −150−3.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,037 | $169.4 萬 | 0.7% | +887+8.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,419 | $169.3 萬 | 0.7% | +3,990+73.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,239 | $162.6 萬 | 0.7% | +3,862+31.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 11,299 | $162.1 萬 | 0.7% | +1,136+11.2% | 加碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 31,520 | $158.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 130,240 | $149.0 萬 | 0.6% | +31,156+31.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,908 | $146.4 萬 | 0.6% | +1,097+60.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,662 | $144.1 萬 | 0.6% | +4,662 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,927 | $139.5 萬 | 0.6% | +1,044+11.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,052 | $139.3 萬 | 0.6% | +164+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 45,567 | $138.1 萬 | 0.6% | +45,567 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 13,426 | $133.4 萬 | 0.6% | +2,577+23.8% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 15,738 | $131.9 萬 | 0.6% | +1,402+9.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 29,858 | $130.9 萬 | 0.5% | +10,239+52.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,751 | $129.2 萬 | 0.5% | +9,428+42.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 18,827 | $128.1 萬 | 0.5% | +362+2.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 10,340 | $128.0 萬 | 0.5% | −2,591−20.0% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,045 | $127.6 萬 | 0.5% | +135+14.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,537 | $123.5 萬 | 0.5% | +13,537 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 43,072 | $122.8 萬 | 0.5% | −387−0.9% | 減碼 | – |
| VVisa Inc. | Stock | 5,098 | $118.0 萬 | 0.5% | −362−6.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,486 | $117.5 萬 | 0.5% | +954+5.8% | 加碼 | – |
| DEDeere & Co | Stock | 2,798 | $117.0 萬 | 0.5% | +286+11.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 36,261 | $116.1 萬 | 0.5% | +36,261 | 新進 | – |
| QCOMQualcomm Inc | Stock | 8,386 | $111.9 萬 | 0.5% | −3,329−28.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,297 | $111.4 萬 | 0.5% | +446+6.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 55,996 | $110.8 萬 | 0.5% | +25,019+80.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,407 | $110.1 萬 | 0.5% | +1,501+38.4% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 48,631 | $107.9 萬 | 0.5% | −19,406−28.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,683 | $107.6 萬 | 0.5% | +7,929+287.9% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 24,778 | $107.4 萬 | 0.4% | +24,778 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 2,203 | $107.1 萬 | 0.4% | +678+44.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,270 | $105.7 萬 | 0.4% | +1,193+23.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,527 | $104.5 萬 | 0.4% | +758+27.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 28,314 | $104.1 萬 | 0.4% | +28,314 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,715 | $99.3 萬 | 0.4% | −368−3.6% | 減碼 | – |
| iShares Tr464287754 | US INDUSTRIALS | 9,442 | $95.9 萬 | 0.4% | +9,442 | 新進 | – |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 18,072 | $94.0 萬 | 0.4% | +1,087+6.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,845 | $93.5 萬 | 0.4% | +27,845 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,725 | $91.4 萬 | 0.4% | −260−3.3% | 減碼 | – |
| BAXBaxter International Inc | Stock | 19,251 | $88.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 26,086 | $88.4 萬 | 0.4% | +26,086 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 17,930 | $87.7 萬 | 0.4% | −646−3.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,004 | $87.3 萬 | 0.4% | +3,008+60.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 26,707 | $86.5 萬 | 0.4% | +26,707 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,872 | $82.9 萬 | 0.3% | +2,463+29.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 20,417 | $82.4 萬 | 0.3% | +711+3.6% | 加碼 | – |
| FFord Motor Co | Stock | 64,825 | $82.0 萬 | 0.3% | +11,791+22.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 25,067 | $81.4 萬 | 0.3% | +25,067 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,918 | $80.8 萬 | 0.3% | +640+12.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 4,596 | $78.1 萬 | 0.3% | +2,259+96.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,319 | $78.1 萬 | 0.3% | −160−10.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,516 | $77.8 萬 | 0.3% | +4,516 | 新進 | 歷史 |
| RNSTRenasant Corp | COM | 21,765 | $75.7 萬 | 0.3% | +166+0.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,129 | $75.2 萬 | 0.3% | +4,129 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,927 | $74.8 萬 | 0.3% | +2,035+70.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,048 | $73.2 萬 | 0.3% | +329+2.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,597 | $71.4 萬 | 0.3% | +4,597 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,496 | $70.4 萬 | 0.3% | +9,496 | 新進 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 13,666 | $69.8 萬 | 0.3% | −604−4.2% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 7,337 | $69.7 萬 | 0.3% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 8,178 | $68.6 萬 | 0.3% | +8,178 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,962 | $68.1 萬 | 0.3% | +9,962 | 新進 | – |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 9,020 | $68.0 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 5,043 | $67.8 萬 | 0.3% | +623+14.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,770 | $67.7 萬 | 0.3% | +987+5.0% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,363 | $67.7 萬 | 0.3% | +6,986+109.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 11,683 | $66.3 萬 | 0.3% | +11,683 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 4,469 | $65.5 萬 | 0.3% | +832+22.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 9,088 | $64.7 萬 | 0.3% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 11,614 | $62.2 萬 | 0.3% | +1,485+14.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 5,802 | $61.3 萬 | 0.3% | +500+9.4% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（9 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 25,018 | $67.5 萬 | 0.5% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,047 | $46.6 萬 | 0.4% | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,346 | $44.9 萬 | 0.4% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 9,337 | $42.3 萬 | 0.3% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,593 | $36.9 萬 | 0.3% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,534 | $36.2 萬 | 0.3% | – |
| SNPSSynopsys Inc | COM | 759 | $24.1 萬 | 0.2% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,506 | $20.2 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 11,815 | $15.1 萬 | 0.1% | – |