Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 290
- 較 2024 年第 1 季 +8
- 總值
- $4.10 億
- 較 2024 年第 1 季 +$5,295 萬 (+14.8%)
| 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 | 227,507 | $2,375 萬 | 5.8% | +4,880+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 81,231 | $1,839 萬 | 4.5% | +157+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 100,499 | $1,265 萬 | 3.1% | +4,289+4.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 385,809 | $1,123 萬 | 2.7% | +222,530+136.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 23,697 | $1,108 萬 | 2.7% | +211+0.9% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 178,987 | $886.7 萬 | 2.2% | +33,408+22.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 199,333 | $794.2 萬 | 1.9% | −84,576−29.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 262,222 | $783.0 萬 | 1.9% | +204,279+352.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,061 | $779.9 萬 | 1.9% | −96−0.7% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 74,950 | $731.1 萬 | 1.8% | −345−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 31,859 | $637.2 萬 | 1.6% | −150−0.5% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 259,988 | $620.1 萬 | 1.5% | +41,509+19.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 166,833 | $598.4 萬 | 1.5% | +16,475+11.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 119,355 | $580.7 萬 | 1.4% | +8,128+7.3% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 161,626 | $528.4 萬 | 1.3% | +22,286+16.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 109,104 | $516.5 萬 | 1.3% | +18,117+19.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 19,905 | $500.7 萬 | 1.2% | −1,097−5.2% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 87,352 | $488.1 萬 | 1.2% | +8,644+11.0% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 13,596 | $435.1 萬 | 1.1% | −676−4.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,366 | $426.5 萬 | 1.0% | +77+0.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 103,092 | $422.8 萬 | 1.0% | +103,092 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 7,674 | $414.3 萬 | 1.0% | −52−0.7% | 減碼 | 歷史 |
| TRMKTrustmark Corp | COM | 140,159 | $411.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 90,471 | $400.0 萬 | 1.0% | −290.0% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 87,644 | $398.1 萬 | 1.0% | +12,628+16.8% | 加碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 111,747 | $377.1 萬 | 0.9% | −9,243−7.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 66,554 | $375.2 萬 | 0.9% | −2,747−4.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 56,207 | $368.0 萬 | 0.9% | +419+0.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,068 | $360.3 萬 | 0.9% | +351+9.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 141,364 | $339.7 萬 | 0.8% | +21,823+18.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,646 | $336.4 萬 | 0.8% | +4,132+272.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 72,053 | $334.9 萬 | 0.8% | +10,417+16.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 63,443 | $318.7 萬 | 0.8% | +13,271+26.5% | 加碼 | – |
| BABoeing Co | Stock | 16,576 | $306.4 萬 | 0.7% | −111−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,298 | $291.6 萬 | 0.7% | +252+1.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 101,407 | $288.6 萬 | 0.7% | +101,407 | 新進 | – |
| CATCaterpillar Inc | Stock | 8,002 | $262.7 萬 | 0.6% | −174−2.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,041 | $250.3 萬 | 0.6% | +165+1.3% | 加碼 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 213,998 | $248.7 萬 | 0.6% | +1,340+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,450 | $247.0 萬 | 0.6% | +4+0.3% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 47,104 | $237.9 萬 | 0.6% | +9,422+25.0% | 加碼 | – |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 19,103 | $232.5 萬 | 0.6% | +2,222+13.2% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 85,328 | $224.8 萬 | 0.5% | +10,664+14.3% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 29,995 | $216.6 萬 | 0.5% | +3,910+15.0% | 加碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,132 | $216.2 萬 | 0.5% | +200.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,142 | $211.4 萬 | 0.5% | +21+0.4% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,129 | $211.3 萬 | 0.5% | +2,779+9.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,206 | $208.7 萬 | 0.5% | +686+19.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 29,491 | $206.6 萬 | 0.5% | +273+0.9% | 加碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,423 | $204.6 萬 | 0.5% | +2,222+8.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,975 | $204.3 萬 | 0.5% | +12+0.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 26,386 | $204.2 萬 | 0.5% | −121−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 54,792 | $199.1 萬 | 0.5% | +435+0.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 11,975 | $197.9 萬 | 0.5% | +158+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,789 | $193.7 萬 | 0.5% | −105−1.8% | 減碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 72,688 | $192.8 萬 | 0.5% | +9,183+14.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,824 | $191.8 萬 | 0.5% | −280−1.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,275 | $186.9 萬 | 0.5% | −150−0.5% | 減碼 | – |
| MAMastercard Inc | Stock | 4,045 | $181.8 萬 | 0.4% | +22+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,736 | $181.1 萬 | 0.4% | −201−1.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 21,759 | $180.5 萬 | 0.4% | −367−1.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,967 | $179.9 萬 | 0.4% | +4+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,733 | $179.7 萬 | 0.4% | +332+4.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 38,792 | $175.2 萬 | 0.4% | +200+0.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 26,524 | $169.1 萬 | 0.4% | +46+0.2% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 6,206 | $167.4 萬 | 0.4% | +3,348+117.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 14,748 | $167.2 萬 | 0.4% | +835+6.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,804 | $164.0 萬 | 0.4% | −477−2.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 42,025 | $162.7 萬 | 0.4% | −8,119−16.2% | 減碼 | – |
| TAT&T Inc. | Stock | 86,086 | $161.6 萬 | 0.4% | +3,947+4.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 18,884 | $160.8 萬 | 0.4% | +1,550+8.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 15,962 | $159.3 萬 | 0.4% | +3,188+25.0% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,605 | $159.1 萬 | 0.4% | +2,198+11.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 39,816 | $156.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 40,928 | $155.2 萬 | 0.4% | −704−1.7% | 減碼 | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 30,971 | $153.4 萬 | 0.4% | +30,971 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 15,277 | $151.8 萬 | 0.4% | +2,030+15.3% | 加碼 | – |
| HWCHancock Whitney Corp | COM | 31,520 | $144.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 10,904 | $144.4 萬 | 0.4% | −81−0.7% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 24,865 | $143.6 萬 | 0.4% | +6,716+37.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 34,545 | $142.6 萬 | 0.3% | −242−0.7% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 37,034 | $141.8 萬 | 0.3% | +4,817+15.0% | 加碼 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 80,753 | $125.6 萬 | 0.3% | −902−1.1% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 15,682 | $122.4 萬 | 0.3% | +89+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,875 | $115.2 萬 | 0.3% | +15+0.1% | 加碼 | – |
| COPConocoPhillips | Stock | 9,899 | $111.4 萬 | 0.3% | −49−0.5% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 24,164 | $111.4 萬 | 0.3% | +598+2.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,682 | $110.3 萬 | 0.3% | +43+0.9% | 加碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 48,598 | $105.6 萬 | 0.3% | +3,778+8.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 16,423 | $105.2 萬 | 0.3% | −442−2.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,267 | $104.8 萬 | 0.3% | +357+3.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,893 | $99.0 萬 | 0.2% | +717+33.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 23,636 | $98.3 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 33,626 | $94.3 萬 | 0.2% | +1,910+6.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 9,352 | $93.6 萬 | 0.2% | +1,208+14.8% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 33,843 | $91.7 萬 | 0.2% | +1,383+4.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,831 | $88.9 萬 | 0.2% | +27+0.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 15,022 | $87.8 萬 | 0.2% | +2,285+17.9% | 加碼 | – |
| iShares Tr464288166 | AGENCY BOND ETF | 8,046 | $86.8 萬 | 0.2% | +1,205+17.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 32,801 | $86.4 萬 | 0.2% | +75+0.2% | 加碼 | – |
2024 年第 1 季之後清倉（18 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,516 | $42.4 萬 | 0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 4,245 | $33.8 萬 | 0.1% | – |
| LANDGladstone Land Corp | COM | 25,313 | $33.1 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,917 | $28.2 萬 | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 3,396 | $25.9 萬 | 0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 8,046 | $25.9 萬 | 0.1% | – |
| MARMarriott International Inc | Stock | 1,020 | $25.6 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 5,995 | $25.3 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,635 | $24.7 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F466 | FT VEST U.S | 10,770 | $24.6 萬 | 0.1% | – |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 3,106 | $24.4 萬 | 0.1% | – |
| DEDeere & Co | Stock | 583 | $23.6 萬 | 0.1% | 歷史 |
| MANHManhattan Associates Inc | Stock | 927 | $23.0 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 9,780 | $22.9 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 3,868 | $20.5 萬 | 0.1% | 歷史 |
| CECelanese Corp | Stock | 1,183 | $20.2 萬 | 0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 13,307 | $19.8 萬 | 0.1% | 歷史 |
| SABASaba Capital Income & Opportunities Fund II | COM | 11,382 | $4.35 萬 | <0.1% | 歷史 |