Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/12 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 256
- 較 2023 年第 1 季 +4
- 總值
- $2.60 億
- 較 2023 年第 1 季 +$1,662 萬 (+6.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 132,750 | $2,531 萬 | 9.7% | +198+0.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 162,106 | $1,203 萬 | 4.6% | −5,492−3.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 23,736 | $800.4 萬 | 3.1% | −498−2.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,244 | $712.4 萬 | 2.7% | −177−1.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 176,169 | $672.4 萬 | 2.6% | +168,286+2,134.8% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 83,715 | $627.4 萬 | 2.4% | −1,261−1.5% | 減碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 195,379 | $577.5 萬 | 2.2% | −3,358−1.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 18,343 | $503.4 萬 | 1.9% | +771+4.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,367 | $417.7 萬 | 1.6% | +909+9.6% | 加碼 | – |
| MAMastercard Inc | Stock | 10,611 | $412.4 萬 | 1.6% | −48−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,503 | $408.9 萬 | 1.6% | +2,290+7.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 74,655 | $407.4 萬 | 1.6% | +4,889+7.0% | 加碼 | – |
| BABoeing Co | Stock | 16,399 | $347.8 萬 | 1.3% | +12+0.1% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 11,869 | $335.3 萬 | 1.3% | +11,869 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 58,564 | $303.6 萬 | 1.2% | +669+1.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,125 | $302.8 萬 | 1.2% | +868+13.9% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 25,321 | $293.8 萬 | 1.1% | −639−2.5% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,215 | $258.7 萬 | 1.0% | −1,969−5.3% | 減碼 | – |
| CATCaterpillar Inc | Stock | 9,806 | $240.4 萬 | 0.9% | −25−0.3% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 49,541 | $237.2 萬 | 0.9% | +23,520+90.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 67,632 | $229.8 萬 | 0.9% | −33,698−33.3% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,080 | $209.7 萬 | 0.8% | +90.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 28,053 | $207.1 萬 | 0.8% | −111−0.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 34,406 | $205.6 萬 | 0.8% | −338−1.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,700 | $194.3 萬 | 0.7% | +443+13.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,015 | $193.7 萬 | 0.7% | +566+4.5% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 41,200 | $192.6 萬 | 0.7% | −6,395−13.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,171 | $186.8 萬 | 0.7% | −16−0.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,940 | $183.3 萬 | 0.7% | −93−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,202 | $180.2 萬 | 0.7% | −68−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,962 | $178.8 萬 | 0.7% | +1,161+8.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,759 | $175.5 萬 | 0.7% | +116+1.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 16,577 | $171.0 萬 | 0.7% | −474−2.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 48,719 | $163.7 萬 | 0.6% | +840+1.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,719 | $160.9 萬 | 0.6% | +47+1.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,166 | $160.1 萬 | 0.6% | −584−2.4% | 減碼 | – |
| DXCMDexcom Inc | COM | 12,531 | $158.8 萬 | 0.6% | −45−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 40,653 | $157.4 萬 | 0.6% | −17,659−30.3% | 減碼 | – |
| CVXChevron Corp | Stock | 9,969 | $153.7 萬 | 0.6% | −85−0.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,621 | $153.3 萬 | 0.6% | −131−1.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,720 | $148.8 萬 | 0.6% | −245−4.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,177 | $146.5 萬 | 0.6% | −10−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 45,567 | $146.4 萬 | 0.6% | 00.0% | 不變 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 131,112 | $141.1 萬 | 0.5% | +741+0.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 19,117 | $135.1 萬 | 0.5% | −303−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,360 | $126.7 萬 | 0.5% | −10−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,899 | $125.8 萬 | 0.5% | +876+12.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 36,261 | $125.3 萬 | 0.5% | 00.0% | 不變 | – |
| HWCHancock Whitney Corp | COM | 31,520 | $125.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 40,060 | $123.9 萬 | 0.5% | −3,010−7.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,275 | $123.4 萬 | 0.5% | −488−4.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,456 | $123.3 萬 | 0.5% | −23−1.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,330 | $122.0 萬 | 0.5% | +126+3.9% | 加碼 | – |
| WMWaste Management Inc | Stock | 7,047 | $119.8 萬 | 0.5% | −250−3.4% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,017 | $117.3 萬 | 0.5% | −28−2.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 32,510 | $116.7 萬 | 0.4% | −310−0.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 10,445 | $107.8 萬 | 0.4% | −506−4.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,603 | $105.5 萬 | 0.4% | −102−3.8% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 14,839 | $99.8 萬 | 0.4% | −375−2.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,845 | $99.8 萬 | 0.4% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 8,484 | $98.4 萬 | 0.4% | −400−4.5% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,874 | $95.5 萬 | 0.4% | +5,824+44.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 26,086 | $94.2 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,439 | $93.1 萬 | 0.4% | −384−6.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 25,973 | $92.3 萬 | 0.4% | −1,969−7.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,023 | $91.5 萬 | 0.4% | +871+75.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 26,732 | $91.2 萬 | 0.4% | +25+0.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 4,943 | $90.5 萬 | 0.3% | +40+0.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 56,881 | $88.8 萬 | 0.3% | −381−0.7% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 58,975 | $88.3 萬 | 0.3% | +1,385+2.4% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 19,251 | $87.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,868 | $86.2 萬 | 0.3% | −291−13.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 24,315 | $84.4 萬 | 0.3% | −752−3.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 18,686 | $83.3 萬 | 0.3% | −831−4.3% | 減碼 | – |
| AXPAmerican Express Co | Stock | 4,705 | $79.9 萬 | 0.3% | +98+2.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,495 | $79.0 萬 | 0.3% | −548−3.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,173 | $76.4 萬 | 0.3% | −10.0% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,400 | $75.9 萬 | 0.3% | −4,195−30.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 22,542 | $75.8 萬 | 0.3% | +4,750+26.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,691 | $74.8 萬 | 0.3% | +52+1.1% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 12,940 | $74.4 萬 | 0.3% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 7,683 | $73.8 萬 | 0.3% | +27+0.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,247 | $73.8 萬 | 0.3% | +282+2.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 29,433 | $72.3 萬 | 0.3% | +1,222+4.3% | 加碼 | – |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 17,945 | $71.4 萬 | 0.3% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 6,484 | $70.7 萬 | 0.3% | +206+3.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,827 | $68.8 萬 | 0.3% | −274−6.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,097 | $67.3 萬 | 0.3% | −81−1.6% | 減碼 | 歷史 |
| MGEEMge Energy Inc | COM | 8,538 | $66.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 6,579 | $65.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287754 | US INDUSTRIALS | 6,194 | $65.0 萬 | 0.3% | −3,476−35.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,604 | $65.0 萬 | 0.2% | +241+3.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,487 | $64.8 萬 | 0.2% | +3+0.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,214 | $64.7 萬 | 0.2% | −48−2.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 9,020 | $63.7 萬 | 0.2% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 8,433 | $62.8 萬 | 0.2% | −109−1.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,577 | $62.0 萬 | 0.2% | −85−1.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,726 | $60.5 萬 | 0.2% | +4,539+87.5% | 加碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 9,088 | $60.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,141 | $58.2 萬 | 0.2% | −1,268−13.5% | 減碼 | – |
2023 年第 1 季之後清倉（14 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287812 | US CONSM STAPLES | 20,313 | $409.0 萬 | 1.7% | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 42,463 | $125.6 萬 | 0.5% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 25,118 | $59.4 萬 | 0.2% | – |
| iShares Tr464288794 | US BR DEL SE ETF | 4,973 | $44.4 萬 | 0.2% | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,580 | $36.2 萬 | 0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,746 | $36.0 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,400 | $33.7 萬 | 0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,203 | $26.3 萬 | 0.1% | – |
| CCICrown Castle Inc. | REIT | 1,769 | $23.7 萬 | 0.1% | 歷史 |
| BPBP PLC | ADR | 5,396 | $21.4 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 3,976 | $20.3 萬 | 0.1% | – |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 12,326 | $17.1 萬 | 0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 10,075 | $15.5 萬 | 0.1% | 歷史 |
| CIONCION Investment Corp | COM | 10,869 | $10.7 萬 | <0.1% | 歷史 |