Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/11 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 322
- 較 2023 年第 2 季 +66
- 總值
- $3.27 億
- 較 2023 年第 2 季 +$6,740 萬 (+25.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 127,151 | $2,224 萬 | 6.8% | −5,599−4.2% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 199,081 | $1,455 萬 | 4.4% | +36,975+22.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 274,424 | $929.7 萬 | 2.8% | +238,163+656.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 23,670 | $755.9 萬 | 2.3% | −66−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,451 | $698.4 萬 | 2.1% | +207+1.3% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 81,311 | $605.5 萬 | 1.8% | −2,404−2.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 21,461 | $558.1 萬 | 1.7% | +3,118+17.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,234 | $494.2 萬 | 1.5% | +7,731+24.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,228 | $442.6 萬 | 1.4% | +617+5.8% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 84,793 | $418.0 萬 | 1.3% | +84,793 | 新進 | – |
| NVDANVIDIA Corp | Stock | 9,267 | $414.1 萬 | 1.3% | +2,142+30.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,609 | $413.7 萬 | 1.3% | +242+2.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 73,668 | $387.4 萬 | 1.2% | −987−1.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 133,680 | $382.8 萬 | 1.2% | −61,699−31.6% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 14,443 | $382.3 萬 | 1.2% | +2,574+21.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 90,533 | $337.4 萬 | 1.0% | −85,636−48.6% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 68,023 | $316.6 萬 | 1.0% | +18,482+37.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 77,696 | $315.8 萬 | 1.0% | +77,696 | 新進 | – |
| BABoeing Co | Stock | 16,585 | $309.0 萬 | 0.9% | +186+1.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 97,238 | $303.3 萬 | 0.9% | +80,596+484.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 59,964 | $300.9 萬 | 0.9% | +1,400+2.4% | 加碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 110,502 | $262.9 萬 | 0.8% | +110,502 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 8,511 | $259.4 萬 | 0.8% | +2,309+37.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 114,001 | $249.4 萬 | 0.8% | +99,694+696.8% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 81,527 | $248.2 萬 | 0.8% | +81,527 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 17,261 | $246.7 萬 | 0.8% | +6,640+62.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,121 | $237.9 萬 | 0.7% | −685−7.0% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 22,766 | $234.9 萬 | 0.7% | −2,555−10.1% | 減碼 | – |
| CVXChevron Corp | Stock | 14,274 | $234.0 萬 | 0.7% | +4,305+43.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,281 | $233.4 萬 | 0.7% | +2,319+15.5% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 33,490 | $224.5 萬 | 0.7% | −1,725−4.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,776 | $215.0 萬 | 0.7% | +76+2.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 28,501 | $208.6 萬 | 0.6% | +448+1.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 15,286 | $207.9 萬 | 0.6% | +5,011+48.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 78,926 | $198.3 萬 | 0.6% | +78,926 | 新進 | – |
| WMTWalmart Inc. | Stock | 12,282 | $195.4 萬 | 0.6% | +342+2.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,500 | $190.7 萬 | 0.6% | +923+5.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,996 | $186.9 萬 | 0.6% | −19−0.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 37,456 | $186.2 萬 | 0.6% | +37,456 | 新進 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,091 | $185.3 萬 | 0.6% | +110.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 34,942 | $183.0 萬 | 0.6% | +536+1.6% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 101,363 | $181.9 萬 | 0.6% | +101,363 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,164 | $178.2 萬 | 0.5% | +445+9.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,018 | $175.5 萬 | 0.5% | −153−2.5% | 減碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 175,121 | $167.2 萬 | 0.5% | +44,009+33.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 110,620 | $164.1 萬 | 0.5% | +53,739+94.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 51,448 | $163.7 萬 | 0.5% | +18,938+58.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,650 | $161.5 萬 | 0.5% | −109−1.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 27,131 | $160.9 萬 | 0.5% | +14,884+121.5% | 加碼 | – |
| VVisa Inc. | Stock | 6,863 | $160.3 萬 | 0.5% | +1,503+28.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 35,517 | $160.1 萬 | 0.5% | +35,517 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,610 | $155.7 萬 | 0.5% | +444+1.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 40,653 | $154.9 萬 | 0.5% | 00.0% | 不變 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 34,134 | $153.5 萬 | 0.5% | −7,066−17.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 26,455 | $152.1 萬 | 0.5% | +26,455 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 4,720 | $146.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 73,846 | $146.2 萬 | 0.4% | +73,846 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 45,567 | $146.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,609 | $145.3 萬 | 0.4% | +432+2.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 41,632 | $137.1 萬 | 0.4% | −7,087−14.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 55,492 | $135.2 萬 | 0.4% | +35,902+183.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,642 | $130.6 萬 | 0.4% | +312+9.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,562 | $128.7 萬 | 0.4% | +106+7.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 38,265 | $128.1 萬 | 0.4% | +12,292+47.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 13,915 | $128.0 萬 | 0.4% | +8,381+151.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,113 | $127.5 萬 | 0.4% | +214+2.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 19,516 | $126.1 萬 | 0.4% | +399+2.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 37,126 | $126.0 萬 | 0.4% | −30,506−45.1% | 減碼 | – |
| COPConocoPhillips | Stock | 10,950 | $124.2 萬 | 0.4% | +505+4.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 29,448 | $123.7 萬 | 0.4% | +17,273+141.9% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,001 | $121.6 萬 | 0.4% | −16−1.6% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 20,511 | $117.5 萬 | 0.4% | +20,511 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 52,448 | $116.4 萬 | 0.4% | +52,448 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 38,335 | $114.3 萬 | 0.3% | −1,725−4.3% | 減碼 | – |
| HWCHancock Whitney Corp | COM | 31,520 | $111.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 7,205 | $111.5 萬 | 0.3% | +158+2.2% | 加碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 17,520 | $110.3 萬 | 0.3% | +17,520 | 新進 | – |
| LLYEli Lilly & Co | Stock | 2,030 | $109.9 萬 | 0.3% | +7+0.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 24,569 | $108.5 萬 | 0.3% | +24,569 | 新進 | – |
| QCOMQualcomm Inc | Stock | 9,488 | $104.2 萬 | 0.3% | +1,004+11.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,003 | $103.4 萬 | 0.3% | +135+7.2% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,054 | $100.3 萬 | 0.3% | +11,054 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 11,934 | $100.2 萬 | 0.3% | −597−4.8% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 27,546 | $99.6 萬 | 0.3% | +27,546 | 新進 | 歷史 |
| DEDeere & Co | Stock | 2,619 | $98.4 萬 | 0.3% | +16+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,860 | $98.1 萬 | 0.3% | +15+0.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,707 | $94.2 萬 | 0.3% | +268+4.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 18,867 | $93.9 萬 | 0.3% | +18,867 | 新進 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 38,197 | $93.0 萬 | 0.3% | +38,197 | 新進 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 26,086 | $92.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 26,732 | $90.2 萬 | 0.3% | 00.0% | 不變 | – |
| TCPCBlackRock TCP Capital Corp. | COM | 82,603 | $90.1 萬 | 0.3% | +82,603 | 新進 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 26,769 | $89.3 萬 | 0.3% | +26,769 | 新進 | 歷史 |
| FSKFS KKR Capital Corp | COM | 44,698 | $86.1 萬 | 0.3% | +44,698 | 新進 | 歷史 |
| SRESempra | Stock | 12,992 | $86.1 萬 | 0.3% | +12,992 | 新進 | 歷史 |
| BMOBank of Montreal | COM | 10,625 | $85.9 萬 | 0.3% | +10,625 | 新進 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 15,226 | $85.6 萬 | 0.3% | +15,226 | 新進 | – |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 122,884 | $85.5 萬 | 0.3% | +122,884 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,657 | $83.1 萬 | 0.3% | +162+1.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 18,363 | $82.1 萬 | 0.3% | −323−1.7% | 減碼 | – |
2023 年第 2 季之後清倉（21 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 5,251 | $51.2 萬 | 0.2% | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,618 | $46.8 萬 | 0.2% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,647 | $42.4 萬 | 0.2% | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,407 | $41.8 萬 | 0.2% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,899 | $40.9 萬 | 0.2% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 13,243 | $40.5 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 18,324 | $39.9 萬 | 0.2% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 3,746 | $38.2 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 7,815 | $35.4 萬 | 0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,467 | $32.1 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,225 | $25.8 萬 | 0.1% | – |
| MDBMongoDB, Inc. | CL A | 587 | $22.8 萬 | 0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 4,053 | $21.3 萬 | 0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,552 | $21.0 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 2,653 | $20.7 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 2,387 | $20.7 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 3,402 | $20.2 萬 | 0.1% | – |
| JCIJohnson Controls International plc | Stock | 3,015 | $20.2 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 5,350 | $20.1 萬 | 0.1% | – |
| EP.PCKinder Morgan, Inc. | Convertible Preferred | 11,788 | $19.9 萬 | 0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 13,555 | $13.9 萬 | 0.1% | 歷史 |