Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 302
- 較 2024 年第 3 季 −4
- 總值
- $4.56 億
- 較 2024 年第 3 季 +$1,935 萬 (+4.4%)
| 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 | 906,844 | $2,568 萬 | 5.6% | −7,588−0.8% | 減碼依 4 比 1 拆股換算 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 596,312 | $1,827 萬 | 4.0% | +38,483+6.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 71,190 | $1,732 萬 | 3.8% | −517−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 101,025 | $1,460 萬 | 3.2% | −766−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,382 | $1,032 萬 | 2.3% | +380+1.6% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 180,579 | $895.3 萬 | 2.0% | −17,375−8.8% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 69,198 | $842.9 萬 | 1.8% | −1,454−2.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,722 | $812.3 萬 | 1.8% | +268+2.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 190,379 | $804.4 萬 | 1.8% | −12,240−6.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 258,406 | $801.3 萬 | 1.8% | −742−0.3% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 224,314 | $734.2 萬 | 1.6% | +8,766+4.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 31,501 | $706.2 萬 | 1.5% | +73+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,976 | $696.8 萬 | 1.5% | −2,744−13.9% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 282,194 | $675.9 萬 | 1.5% | +6,260+2.3% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 192,466 | $659.6 萬 | 1.4% | +9,826+5.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 126,490 | $648.8 萬 | 1.4% | +4,687+3.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 136,075 | $644.9 萬 | 1.4% | +4,894+3.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 128,432 | $591.0 萬 | 1.3% | +6,042+4.9% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 91,555 | $522.6 萬 | 1.1% | +2,037+2.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 221,839 | $520.2 萬 | 1.1% | +52,708+31.2% | 加碼依 3 比 1 拆股換算 | – |
| TRMKTrustmark Corp | COM | 140,159 | $491.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,781 | $478.0 萬 | 1.0% | +430+5.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 99,753 | $476.2 萬 | 1.0% | +60,961+157.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,478 | $473.3 萬 | 1.0% | +1,116+17.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,650 | $462.5 萬 | 1.0% | +98+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 95,069 | $445.0 萬 | 1.0% | −3,132−3.2% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 94,521 | $426.7 萬 | 0.9% | +3,636+4.0% | 加碼 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 130,290 | $404.3 萬 | 0.9% | +130,290 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 4,034 | $369.8 萬 | 0.8% | −10−0.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,487 | $356.5 萬 | 0.8% | +328+0.5% | 加碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 92,748 | $337.2 萬 | 0.7% | −10,876−10.5% | 減碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 288,357 | $330.2 萬 | 0.7% | +24,323+9.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 64,941 | $326.4 萬 | 0.7% | −6,718−9.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 13,252 | $308.2 萬 | 0.7% | −984−6.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 100,714 | $302.0 萬 | 0.7% | −1,473−1.4% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,092 | $301.0 萬 | 0.7% | +278+0.7% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 108,614 | $291.4 萬 | 0.6% | +4,824+4.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,078 | $289.2 萬 | 0.6% | +57+0.4% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 36,461 | $279.4 萬 | 0.6% | +433+1.2% | 加碼 | – |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 22,344 | $277.7 萬 | 0.6% | +1,021+4.8% | 加碼 | – |
| BABoeing Co | Stock | 15,838 | $269.1 萬 | 0.6% | −411−2.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,109 | $253.2 萬 | 0.6% | +181+1.4% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 48,589 | $245.3 萬 | 0.5% | −5,287−9.8% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,381 | $245.0 萬 | 0.5% | +804+2.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,994 | $243.1 萬 | 0.5% | +78+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 91,552 | $232.9 萬 | 0.5% | +4,510+5.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,085 | $230.6 萬 | 0.5% | −45−0.9% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 46,136 | $227.9 萬 | 0.5% | +14,833+47.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 24,662 | $223.9 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,312 | $223.6 萬 | 0.5% | +167+4.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,744 | $223.5 萬 | 0.5% | −30−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,123 | $222.8 萬 | 0.5% | −1,094−15.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,245 | $221.3 萬 | 0.5% | +196+4.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 23,630 | $216.8 萬 | 0.5% | +997+4.4% | 加碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $208.8 萬 | 0.5% | −1,116−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,418 | $205.1 萬 | 0.4% | +403+3.4% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 13,774 | $201.4 萬 | 0.4% | +3,218+30.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,291 | $199.4 萬 | 0.4% | +799+2.9% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,182 | $197.3 萬 | 0.4% | −1,010−3.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,454 | $185.3 萬 | 0.4% | −793−2.6% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,987 | $184.1 萬 | 0.4% | +2,639+14.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,671 | $180.8 萬 | 0.4% | +771+4.3% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 42,741 | $174.6 萬 | 0.4% | +1,752+4.3% | 加碼 | – |
| HWCHancock Whitney Corp | COM | 31,520 | $174.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,527 | $167.5 萬 | 0.4% | +903+6.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,497 | $164.8 萬 | 0.4% | −2,290−12.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 40,751 | $164.4 萬 | 0.4% | −1,018−2.4% | 減碼 | – |
| TAT&T Inc. | Stock | 71,318 | $161.7 萬 | 0.4% | −10,787−13.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 10,797 | $159.6 萬 | 0.4% | +137+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 39,700 | $158.3 萬 | 0.3% | −1,553−3.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,927 | $150.7 萬 | 0.3% | −21−1.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 38,653 | $148.3 萬 | 0.3% | −16,139−29.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,260 | $145.3 萬 | 0.3% | −418−2.5% | 減碼 | – |
| iShares Tr464288166 | AGENCY BOND ETF | 13,255 | $143.0 萬 | 0.3% | +1,010+8.2% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 35,211 | $141.8 萬 | 0.3% | +616+1.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,634 | $140.5 萬 | 0.3% | +32+0.7% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 5,561 | $140.1 萬 | 0.3% | −673−10.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 23,865 | $138.3 萬 | 0.3% | +1,866+8.5% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 8,524 | $134.5 萬 | 0.3% | +7+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 29,780 | $133.8 萬 | 0.3% | +29,780 | 新進 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 33,558 | $132.7 萬 | 0.3% | +17,662+111.1% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 24,866 | $132.1 萬 | 0.3% | +2,169+9.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 32,097 | $130.8 萬 | 0.3% | +2,145+7.2% | 加碼 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 83,309 | $129.2 萬 | 0.3% | +1,307+1.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 29,067 | $126.6 萬 | 0.3% | −2,468−7.8% | 減碼 | – |
| SOSouthern Co | Stock | 15,279 | $125.8 萬 | 0.3% | +27+0.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,002 | $122.0 萬 | 0.3% | +28+0.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 16,620 | $118.0 萬 | 0.3% | +507+3.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 10,833 | $116.0 萬 | 0.3% | +359+3.4% | 加碼 | – |
| iShares Tr464287754 | US INDUSTRIALS | 8,519 | $114.4 萬 | 0.3% | +4,582+116.4% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 6,149 | $112.7 萬 | 0.2% | +159+2.7% | 加碼依 2 比 1 拆股換算 | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 39,664 | $112.2 萬 | 0.2% | +3,275+9.0% | 加碼 | – |
| COPConocoPhillips | Stock | 10,910 | $110.3 萬 | 0.2% | +909+9.1% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 10,934 | $110.0 萬 | 0.2% | +2,425+28.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,810 | $107.6 萬 | 0.2% | +655+56.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 24,908 | $107.5 萬 | 0.2% | +1,272+5.4% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 13,417 | $107.2 萬 | 0.2% | +5,345+66.2% | 加碼 | 歷史 |
| BMOBank of Montreal | COM | 10,780 | $103.6 萬 | 0.2% | +317+3.0% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 17,167 | $102.4 萬 | 0.2% | +21+0.1% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 17,925 | $101.5 萬 | 0.2% | −663−3.6% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（20 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 162,400 | $423.7 萬 | 1.0% | – |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 3,717 | $46.4 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 3,935 | $32.0 萬 | 0.1% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 6,144 | $31.0 萬 | 0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,376 | $27.1 萬 | 0.1% | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,408 | $23.8 萬 | 0.1% | – |
| DOWDow Inc. | Stock | 4,321 | $23.6 萬 | 0.1% | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 4,609 | $23.5 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 4,919 | $23.3 萬 | 0.1% | – |
| Columbia ETF Tr II19762B707 | INDIA CONSMR ETF | 2,904 | $22.3 萬 | 0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,276 | $22.3 萬 | 0.1% | – |
| Tidal ETF Tr II88634T535 | NICHOLAS FIXED | 11,351 | $22.2 萬 | 0.1% | – |
| PSXPhillips 66 | Stock | 1,640 | $21.6 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,616 | $21.4 萬 | <0.1% | 歷史 |
| PHMPultegroup Inc | COM | 1,436 | $20.6 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46654Q765 | HEALTHCARE LEADE | 3,354 | $20.4 萬 | <0.1% | – |
| MROMarathon Oil Corp | COM | 7,556 | $20.1 萬 | <0.1% | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 12,097 | $16.5 萬 | <0.1% | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 14,286 | $14.9 萬 | <0.1% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 10,102 | $9.90 萬 | <0.1% | 歷史 |