Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 252
- 較 2022 年第 4 季 +4
- 總值
- $2.43 億
- 較 2022 年第 4 季 +$441.6 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 132,552 | $2,148 萬 | 8.8% | +259+0.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 167,598 | $1,087 萬 | 4.5% | +2,039+1.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 24,234 | $701.3 萬 | 2.9% | +372+1.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,421 | $672.6 萬 | 2.8% | −445−2.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 198,737 | $592.8 萬 | 2.4% | −1,597−0.8% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 84,976 | $552.8 萬 | 2.3% | 00.0% | 不變 | – |
| iShares Tr464287812 | US CONSM STAPLES | 20,313 | $409.0 萬 | 1.7% | −220−1.1% | 減碼 | – |
| MAMastercard Inc | Stock | 10,659 | $383.9 萬 | 1.6% | −228−2.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 69,766 | $379.9 萬 | 1.6% | +1,384+2.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,458 | $356.0 萬 | 1.5% | +156+1.7% | 加碼 | – |
| BABoeing Co | Stock | 16,387 | $345.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 101,330 | $324.8 萬 | 1.3% | −300.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 17,572 | $324.2 萬 | 1.3% | +266+1.5% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 25,960 | $299.9 萬 | 1.2% | +73+0.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 29,213 | $298.5 萬 | 1.2% | +1,676+6.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 37,184 | $280.2 萬 | 1.2% | −3,349−8.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 57,895 | $279.7 萬 | 1.1% | +1,977+3.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 34,744 | $217.8 萬 | 0.9% | +535+1.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 58,312 | $214.5 萬 | 0.9% | +1,050+1.8% | 加碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,071 | $213.8 萬 | 0.9% | +110.0% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 47,595 | $213.2 萬 | 0.9% | −2,102−4.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 9,831 | $211.9 萬 | 0.9% | +406+4.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 28,164 | $206.6 萬 | 0.8% | −240−0.8% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 28,732 | $200.2 萬 | 0.8% | −3,123−9.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 17,051 | $195.3 萬 | 0.8% | +552+3.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,449 | $187.9 萬 | 0.8% | +412+3.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,033 | $181.1 萬 | 0.7% | +734+6.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,187 | $180.2 萬 | 0.7% | −140−2.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,257 | $172.6 萬 | 0.7% | +850+15.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 10,054 | $169.2 萬 | 0.7% | +635+6.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,750 | $166.1 萬 | 0.7% | +7,264+41.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,643 | $163.9 萬 | 0.7% | −661−9.0% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,965 | $161.3 萬 | 0.7% | +75+1.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,257 | $160.8 萬 | 0.7% | +349+12.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 47,879 | $153.9 萬 | 0.6% | +36,196+309.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,187 | $151.5 萬 | 0.6% | −1,052−6.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,801 | $146.9 萬 | 0.6% | +375+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,672 | $146.1 萬 | 0.6% | +10+0.2% | 加碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 130,371 | $142.8 萬 | 0.6% | +131+0.1% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 12,576 | $141.5 萬 | 0.6% | −476−3.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 45,567 | $141.0 萬 | 0.6% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 19,420 | $139.9 萬 | 0.6% | +593+3.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,752 | $137.5 萬 | 0.6% | +825+8.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,270 | $134.6 萬 | 0.6% | +1,343+27.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,045 | $130.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 32,820 | $129.1 萬 | 0.5% | +1,069+3.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 42,463 | $125.6 萬 | 0.5% | +42,463 | 新進 | – |
| VVisa Inc. | Stock | 5,370 | $121.6 萬 | 0.5% | +272+5.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,297 | $118.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 36,261 | $117.3 萬 | 0.5% | 00.0% | 不變 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 43,070 | $116.7 萬 | 0.5% | −20.0% | 減碼 | – |
| PFEPfizer Inc | Stock | 27,942 | $116.6 萬 | 0.5% | −1,916−6.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,595 | $116.5 萬 | 0.5% | +58+0.4% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 26,021 | $116.1 萬 | 0.5% | +1,243+5.0% | 加碼 | – |
| COPConocoPhillips | Stock | 10,951 | $116.0 萬 | 0.5% | +611+5.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,023 | $115.4 萬 | 0.5% | +753+12.0% | 加碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 31,520 | $115.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,763 | $115.1 萬 | 0.5% | +80+0.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 57,262 | $112.1 萬 | 0.5% | +1,266+2.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,159 | $111.2 萬 | 0.5% | −44−2.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,884 | $110.4 萬 | 0.5% | +498+5.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,705 | $102.1 萬 | 0.4% | −93−3.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,204 | $101.8 萬 | 0.4% | −323−9.2% | 減碼 | – |
| XYZBlock, Inc. | CL A | 15,214 | $101.0 萬 | 0.4% | −524−3.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,845 | $95.1 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287754 | US INDUSTRIALS | 9,670 | $94.7 萬 | 0.4% | +228+2.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,479 | $92.8 萬 | 0.4% | +160+12.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,903 | $89.8 萬 | 0.4% | +307+6.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 26,086 | $89.3 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 26,707 | $87.1 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,823 | $86.8 萬 | 0.4% | −95−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 25,067 | $82.4 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 16,043 | $82.3 萬 | 0.3% | +995+6.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 19,517 | $82.0 萬 | 0.3% | −900−4.4% | 減碼 | – |
| BAXBaxter International Inc | Stock | 19,251 | $81.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,656 | $80.2 萬 | 0.3% | −348−4.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,101 | $78.0 萬 | 0.3% | −28−0.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,174 | $77.5 萬 | 0.3% | −698−6.4% | 減碼 | – |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 17,945 | $75.5 萬 | 0.3% | −127−0.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 4,662 | $75.2 萬 | 0.3% | +193+4.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,607 | $74.2 萬 | 0.3% | +91+2.0% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 57,590 | $73.3 萬 | 0.3% | −7,235−11.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,639 | $71.8 萬 | 0.3% | +42+0.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,278 | $70.7 萬 | 0.3% | +476+8.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,542 | $70.6 萬 | 0.3% | +364+4.5% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,409 | $69.6 萬 | 0.3% | −87−0.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 12,940 | $69.4 萬 | 0.3% | −726−5.3% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 28,211 | $69.3 萬 | 0.3% | +10,057+55.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 5,178 | $67.8 萬 | 0.3% | +135+2.7% | 加碼 | 歷史 |
| MGEEMge Energy Inc | COM | 8,538 | $67.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 11,965 | $66.4 萬 | 0.3% | +351+3.0% | 加碼 | – |
| RNSTRenasant Corp | COM | 21,929 | $66.0 萬 | 0.3% | +164+0.8% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,050 | $65.5 萬 | 0.3% | −313−2.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,806 | $64.5 萬 | 0.3% | −156−1.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,262 | $64.2 萬 | 0.3% | +306+15.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 9,020 | $62.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 6,579 | $61.2 萬 | 0.3% | −758−10.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,477 | $60.8 萬 | 0.2% | +1+0.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,363 | $60.7 萬 | 0.2% | −3,352−34.5% | 減碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 9,088 | $60.2 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（14 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 28,314 | $104.1 萬 | 0.4% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,553 | $45.1 萬 | 0.2% | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 5,240 | $44.3 萬 | 0.2% | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 7,574 | $44.1 萬 | 0.2% | – |
| KEYKeycorp | COM | 11,814 | $22.5 萬 | 0.1% | 歷史 |
| FHNFirst Horizon Corp | COM | 8,953 | $22.1 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 11,465 | $21.5 萬 | 0.1% | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 14,300 | $20.8 萬 | 0.1% | 歷史 |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 8,540 | $20.6 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,786 | $20.6 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 1,262 | $20.4 萬 | 0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,948 | $20.4 萬 | 0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 2,882 | $20.1 萬 | 0.1% | 歷史 |
| SANBanco Santander, S.A. | ADR | 27,407 | $9.35 萬 | <0.1% | 歷史 |