Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 329
- 較 2024 年第 4 季 +27
- 總值
- $5.11 億
- 較 2024 年第 4 季 +$5,501 萬 (+12.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 109,775 | $2,342 萬 | 4.6% | +38,585+54.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 876,067 | $2,252 萬 | 4.4% | −30,777−3.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 671,211 | $1,987 萬 | 3.9% | +74,899+12.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 110,892 | $1,238 萬 | 2.4% | +9,867+9.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,644 | $1,218 萬 | 2.4% | +4,262+17.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,343 | $972.6 萬 | 1.9% | +13,258+260.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 278,108 | $875.1 萬 | 1.7% | +19,702+7.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 42,771 | $813.5 萬 | 1.6% | +11,270+35.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 237,787 | $787.1 萬 | 1.5% | +13,473+6.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,669 | $763.3 萬 | 1.5% | −53−0.4% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 319,573 | $745.9 萬 | 1.5% | +37,379+13.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 153,039 | $713.5 萬 | 1.4% | +24,607+19.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 147,834 | $711.2 萬 | 1.4% | +11,759+8.6% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 65,937 | $694.1 萬 | 1.4% | −3,261−4.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 182,278 | $687.7 萬 | 1.3% | −10,188−5.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 165,123 | $676.2 萬 | 1.3% | −25,256−13.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 128,922 | $636.1 萬 | 1.2% | +2,432+1.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,765 | $501.3 萬 | 1.0% | +984+11.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,743 | $497.7 萬 | 1.0% | +767+4.5% | 加碼 | 歷史 |
| TRMKTrustmark Corp | COM | 142,759 | $486.5 萬 | 1.0% | +2,600+1.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,478 | $485.1 萬 | 0.9% | +828+10.8% | 加碼 | 歷史 |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 233,804 | $472.9 萬 | 0.9% | +233,804 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 102,391 | $468.7 萬 | 0.9% | +7,870+8.3% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 90,423 | $461.9 萬 | 0.9% | −1,132−1.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,352 | $434.8 萬 | 0.9% | +318+7.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 194,967 | $430.1 萬 | 0.8% | −26,872−12.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,333 | $410.0 萬 | 0.8% | −145−1.9% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 29,426 | $397.9 萬 | 0.8% | +20,902+245.2% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 79,606 | $393.7 萬 | 0.8% | −100,973−55.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,989 | $384.8 萬 | 0.8% | +3,677+85.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 75,168 | $378.2 萬 | 0.7% | +10,227+15.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 82,872 | $377.5 萬 | 0.7% | −12,197−12.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,391 | $377.3 萬 | 0.7% | +8,313+55.1% | 加碼 | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 118,180 | $373.4 萬 | 0.7% | −12,110−9.3% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 22,387 | $354.9 萬 | 0.7% | +8,613+62.5% | 加碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 310,430 | $340.2 萬 | 0.7% | +22,073+7.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 60,067 | $331.0 萬 | 0.6% | −1,420−2.3% | 減碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 119,271 | $330.6 萬 | 0.6% | +119,271 | 新進 | – |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 25,183 | $322.3 萬 | 0.6% | +2,839+12.7% | 加碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 91,179 | $320.8 萬 | 0.6% | −1,569−1.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 69,757 | $320.6 萬 | 0.6% | −29,996−30.1% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 120,249 | $314.3 萬 | 0.6% | +11,635+10.7% | 加碼 | – |
| BABoeing Co | Stock | 16,053 | $293.6 萬 | 0.6% | +215+1.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,741 | $290.9 萬 | 0.6% | +1,489+11.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 78,523 | $276.5 萬 | 0.5% | +78,523 | 新進 | – |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 102,471 | $275.8 萬 | 0.5% | +10,919+11.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,856 | $268.0 萬 | 0.5% | +862+8.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 26,109 | $254.3 萬 | 0.5% | +1,447+5.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 30,861 | $242.2 萬 | 0.5% | +2,570+9.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 23,485 | $241.6 萬 | 0.5% | +12,551+114.8% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 46,580 | $235.1 萬 | 0.5% | −2,009−4.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 14,362 | $233.8 萬 | 0.5% | +1,253+9.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,479 | $232.1 萬 | 0.5% | +735+12.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,237 | $231.6 萬 | 0.5% | −8−0.2% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 29,610 | $222.6 萬 | 0.4% | +29,610 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 46,136 | $222.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 80,327 | $217.0 萬 | 0.4% | +45,476+130.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 13,372 | $213.9 萬 | 0.4% | +954+7.7% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 37,179 | $212.6 萬 | 0.4% | +32,015+620.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,661 | $209.1 萬 | 0.4% | +538+8.8% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,556 | $207.3 萬 | 0.4% | +374+1.5% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 27,988 | $206.7 萬 | 0.4% | −2,393−7.9% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $206.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 47,102 | $204.4 萬 | 0.4% | +17,322+58.2% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 11,947 | $203.2 萬 | 0.4% | +1,945+19.4% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,924 | $201.5 萬 | 0.4% | −8,537−23.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 49,229 | $193.6 萬 | 0.4% | +8,478+20.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,029 | $187.3 萬 | 0.4% | +358+1.9% | 加碼 | – |
| TAT&T Inc. | Stock | 67,192 | $185.7 萬 | 0.4% | −4,126−5.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,870 | $178.5 萬 | 0.3% | +1,343+8.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 15,296 | $177.7 萬 | 0.3% | +1,879+14.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,725 | $175.9 萬 | 0.3% | +1,271+4.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 17,941 | $174.8 萬 | 0.3% | +17,941 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 42,108 | $174.4 萬 | 0.3% | −633−1.5% | 減碼 | – |
| SOSouthern Co | Stock | 19,050 | $174.2 萬 | 0.3% | +3,771+24.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,315 | $172.2 萬 | 0.3% | +14,982+236.6% | 加碼 | – |
| CVXChevron Corp | Stock | 12,316 | $167.8 萬 | 0.3% | +1,519+14.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 38,703 | $167.6 萬 | 0.3% | +3,492+9.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 43,963 | $165.7 萬 | 0.3% | +5,310+13.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 17,245 | $163.1 萬 | 0.3% | +13,058+311.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 38,647 | $161.5 萬 | 0.3% | +9,580+33.0% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $159.1 萬 | 0.3% | +2 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,998 | $158.7 萬 | 0.3% | +71+3.7% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 15,853 | $158.3 萬 | 0.3% | −644−3.9% | 減碼 | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 52,903 | $157.4 萬 | 0.3% | +23,958+82.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 24,636 | $157.0 萬 | 0.3% | +24,636 | 新進 | – |
| MOAltria Group, Inc. | Stock | 26,192 | $155.3 萬 | 0.3% | +1,326+5.3% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,969 | $155.1 萬 | 0.3% | −18−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 36,746 | $155.0 萬 | 0.3% | +36,746 | 新進 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 29,918 | $149.1 萬 | 0.3% | +12,457+71.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 17,194 | $142.7 萬 | 0.3% | +934+5.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 36,158 | $140.5 萬 | 0.3% | −3,542−8.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 40,908 | $140.3 萬 | 0.3% | +40,908 | 新進 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 18,020 | $140.1 萬 | 0.3% | −20,072−52.7% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,193 | $140.0 萬 | 0.3% | −6,437−27.2% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 6,591 | $139.9 萬 | 0.3% | +1,030+18.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 13,758 | $138.9 萬 | 0.3% | +2,925+27.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 22,644 | $134.8 萬 | 0.3% | −1,221−5.1% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 21,336 | $134.1 萬 | 0.3% | +21,336 | 新進 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 84,248 | $130.2 萬 | 0.3% | +939+1.1% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（13 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 7,333 | $95.2 萬 | 0.2% | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 3,754 | $38.2 萬 | 0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,445 | $32.2 萬 | 0.1% | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,573 | $29.0 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 4,228 | $27.3 萬 | 0.1% | – |
| MANHManhattan Associates Inc | Stock | 982 | $26.8 萬 | 0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 2,286 | $24.2 萬 | 0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,480 | $22.7 萬 | <0.1% | – |
| INTCIntel Corp | Stock | 11,047 | $22.7 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 211 | $22.7 萬 | <0.1% | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 160 | $21.2 萬 | <0.1% | 歷史 |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 11,069 | $14.5 萬 | <0.1% | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 10,721 | $6.25 萬 | <0.1% | 歷史 |