Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/12 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 282
- 較 2023 年第 4 季 0
- 總值
- $3.57 億
- 較 2023 年第 4 季 +$2,021 萬 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 222,627 | $2,066 萬 | 5.8% | +9,289+4.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 81,074 | $1,379 萬 | 3.9% | −45,978−36.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 283,909 | $1,097 萬 | 3.1% | −4,172−1.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 23,486 | $997.1 萬 | 2.8% | −1,179−4.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,621 | $869.3 萬 | 2.4% | +442+4.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,157 | $739.2 萬 | 2.1% | −753−5.1% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 145,579 | $720.2 萬 | 2.0% | +41,194+39.5% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 75,295 | $719.7 萬 | 2.0% | −1,301−1.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 32,009 | $579.3 萬 | 1.6% | −1,344−4.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 111,227 | $553.8 萬 | 1.6% | +15,444+16.1% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 150,358 | $536.5 萬 | 1.5% | +34,363+29.6% | 加碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 218,479 | $524.6 萬 | 1.5% | +60,947+38.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 163,279 | $455.7 萬 | 1.3% | +106,906+189.6% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 139,340 | $452.0 萬 | 1.3% | +25,779+22.7% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 14,272 | $450.6 萬 | 1.3% | −268−1.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 90,987 | $430.6 萬 | 1.2% | +24,725+37.3% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 78,708 | $424.5 萬 | 1.2% | +4,073+5.5% | 加碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 120,990 | $415.2 萬 | 1.2% | −8,451−6.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,289 | $398.0 萬 | 1.1% | −2,379−22.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 69,301 | $396.9 萬 | 1.1% | −1,514−2.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 90,500 | $387.3 萬 | 1.1% | −72−0.1% | 減碼 | – |
| TRMKTrustmark Corp | COM | 140,159 | $385.6 萬 | 1.1% | −2,378−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,726 | $379.7 萬 | 1.1% | −597−7.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,002 | $368.0 萬 | 1.0% | −213−1.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,788 | $345.8 萬 | 1.0% | +37+0.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 75,016 | $338.6 萬 | 0.9% | +20,657+38.0% | 加碼 | – |
| BABoeing Co | Stock | 16,687 | $316.2 萬 | 0.9% | −86−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 8,176 | $297.4 萬 | 0.8% | −1,251−13.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 116,238 | $295.9 萬 | 0.8% | −1,713−1.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 119,541 | $284.7 萬 | 0.8% | +35,012+41.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 61,636 | $284.4 萬 | 0.8% | +17,704+40.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,717 | $268.0 萬 | 0.8% | −18−0.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 50,172 | $251.5 萬 | 0.7% | +20,318+68.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,046 | $234.0 萬 | 0.7% | −452−2.9% | 減碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 212,658 | $233.9 萬 | 0.7% | +36,728+20.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,894 | $216.9 萬 | 0.6% | −316−5.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,121 | $215.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,112 | $214.6 萬 | 0.6% | +90.0% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 16,881 | $201.7 萬 | 0.6% | +4,584+37.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 12,876 | $201.5 萬 | 0.6% | +41+0.3% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 26,507 | $200.8 萬 | 0.6% | −5,548−17.3% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 28,350 | $198.9 萬 | 0.6% | +2,203+8.4% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 74,664 | $198.5 萬 | 0.6% | +20,601+38.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,963 | $198.2 萬 | 0.6% | −5,423−35.2% | 減碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 26,201 | $197.4 萬 | 0.6% | +4,246+19.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,425 | $195.7 萬 | 0.5% | −325−1.0% | 減碼依 5 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 1,446 | $195.3 萬 | 0.5% | −19−1.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,104 | $192.9 萬 | 0.5% | +1,188+4.8% | 加碼 | – |
| MAMastercard Inc | Stock | 4,023 | $192.5 萬 | 0.5% | −570−12.4% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 37,682 | $190.1 萬 | 0.5% | +15,276+68.2% | 加碼 | – |
| CVXChevron Corp | Stock | 11,937 | $189.9 萬 | 0.5% | −2,108−15.0% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 26,085 | $189.8 萬 | 0.5% | +7,664+41.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 11,817 | $189.8 萬 | 0.5% | −556−4.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 54,357 | $189.4 萬 | 0.5% | +12,966+31.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 50,144 | $187.5 萬 | 0.5% | +32,369+182.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 29,218 | $175.3 萬 | 0.5% | −3,824−11.6% | 減碼依 3 比 1 拆股換算 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 63,505 | $173.0 萬 | 0.5% | +16,497+35.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 57,943 | $169.1 萬 | 0.5% | +57,943 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,281 | $167.5 萬 | 0.5% | −118−0.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 38,592 | $166.7 萬 | 0.5% | −2,061−5.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,913 | $162.8 萬 | 0.5% | −2,096−13.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 22,126 | $162.1 萬 | 0.5% | −3,924−15.1% | 減碼 | – |
| KOCoca Cola Co | Stock | 26,478 | $160.7 萬 | 0.5% | −6,733−20.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,520 | $156.6 萬 | 0.4% | +325+10.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 41,632 | $154.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 39,816 | $151.9 萬 | 0.4% | 00.0% | 不變 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 18,407 | $150.6 萬 | 0.4% | +3,503+23.5% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,334 | $150.3 萬 | 0.4% | +3,308+23.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,963 | $149.3 萬 | 0.4% | +15+0.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 34,787 | $147.1 萬 | 0.4% | −8,903−20.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,401 | $144.3 萬 | 0.4% | +221+2.7% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 10,985 | $143.8 萬 | 0.4% | −1,175−9.7% | 減碼 | – |
| TAT&T Inc. | Stock | 82,139 | $143.7 萬 | 0.4% | −16,903−17.1% | 減碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 31,520 | $141.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,247 | $131.3 萬 | 0.4% | +3,674+38.4% | 加碼 | – |
| COPConocoPhillips | Stock | 9,948 | $128.0 萬 | 0.4% | −85−0.8% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 12,774 | $127.4 萬 | 0.4% | +2,178+20.6% | 加碼 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 81,655 | $125.3 萬 | 0.4% | +391+0.5% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 32,217 | $125.1 萬 | 0.4% | +7,919+32.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,860 | $111.5 萬 | 0.3% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 15,593 | $110.9 萬 | 0.3% | −2,265−12.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 16,865 | $107.0 萬 | 0.3% | −85−0.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,639 | $105.6 萬 | 0.3% | +62+1.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 18,149 | $104.8 萬 | 0.3% | +9,035+99.1% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 23,566 | $101.9 萬 | 0.3% | −4,251−15.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 23,636 | $95.4 萬 | 0.3% | 00.0% | 不變 | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 44,820 | $94.8 萬 | 0.3% | −20,368−31.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,355 | $91.0 萬 | 0.3% | −80−1.8% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 9,910 | $90.6 萬 | 0.3% | −2,751−21.7% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 15,823 | $88.3 萬 | 0.2% | −1,477−8.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,582 | $88.1 萬 | 0.2% | −963−14.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 31,716 | $87.9 萬 | 0.2% | −1,938−5.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,804 | $87.2 萬 | 0.2% | +19+0.4% | 加碼 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 8,450 | $86.2 萬 | 0.2% | −1,602−15.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 22,402 | $83.5 萬 | 0.2% | −1,277−5.4% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 32,460 | $82.3 萬 | 0.2% | +1,455+4.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 14,718 | $82.2 萬 | 0.2% | −13,538−47.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 32,726 | $81.2 萬 | 0.2% | +19,181+141.6% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,538 | $79.6 萬 | 0.2% | −675−12.9% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,514 | $79.5 萬 | 0.2% | −7−0.5% | 減碼 | – |
2023 年第 4 季之後清倉（28 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| STAGSTAG Industrial, Inc. | COM | 21,093 | $83.5 萬 | 0.2% | 歷史 |
| BAXBaxter International Inc | Stock | 19,251 | $74.8 萬 | 0.2% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,397 | $48.3 萬 | 0.1% | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 5,539 | $44.2 萬 | 0.1% | – |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 4,022 | $42.1 萬 | 0.1% | – |
| CAHCardinal Health Inc | Stock | 3,957 | $40.6 萬 | 0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,370 | $37.0 萬 | 0.1% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 7,027 | $35.6 萬 | 0.1% | – |
| DAVAEndava plc | ADS | 4,552 | $34.7 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 4,007 | $32.4 萬 | 0.1% | 歷史 |
| SYKStryker Corp | Stock | 980 | $29.0 萬 | 0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,776 | $29.0 萬 | 0.1% | – |
| DDominion Energy, Inc | Stock | 5,330 | $25.9 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 1,074 | $25.8 萬 | 0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,908 | $25.0 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 2,272 | $24.2 萬 | 0.1% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 11,071 | $23.4 萬 | 0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,619 | $23.3 萬 | 0.1% | – |
| WMWaste Management Inc | Stock | 1,257 | $22.6 萬 | 0.1% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,338 | $22.4 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,411 | $21.6 萬 | 0.1% | – |
| iShares Tr464288521 | CRE U S REIT ETF | 3,860 | $21.2 萬 | 0.1% | – |
| MDLZMondelez International, Inc. | Stock | 2,759 | $20.4 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,644 | $20.3 萬 | 0.1% | – |
| BRWSaba Capital Income & Opportunities Fund | SHS NEW | 12,673 | $9.78 萬 | <0.1% | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 16,128 | $8.53 萬 | <0.1% | 歷史 |
| ACPabrdn Income Credit Strategies Fund | COM | 12,104 | $8.17 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 13,110 | $6.63 萬 | <0.1% | 歷史 |