Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 357
- 較 2025 年第 1 季 +28
- 總值
- $5.74 億
- 較 2025 年第 1 季 +$6,341 萬 (+12.4%)
| 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 | 872,136 | $2,594 萬 | 4.5% | −3,931−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 108,380 | $2,289 萬 | 4.0% | −1,395−1.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 685,442 | $2,204 萬 | 3.8% | +14,231+2.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 108,984 | $1,879 萬 | 3.3% | −1,908−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,850 | $1,420 萬 | 2.5% | −794−2.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43,309 | $979.4 萬 | 1.7% | +538+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 278,108 | $895.0 萬 | 1.6% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,132 | $859.1 萬 | 1.5% | −211−1.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,657 | $857.1 萬 | 1.5% | −12−0.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 251,143 | $838.8 萬 | 1.5% | +13,356+5.6% | 加碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 342,937 | $814.5 萬 | 1.4% | +23,364+7.3% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 64,348 | $794.4 萬 | 1.4% | −1,589−2.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 165,975 | $772.6 萬 | 1.3% | +12,936+8.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 157,525 | $761.9 萬 | 1.3% | +9,691+6.6% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 185,855 | $747.5 萬 | 1.3% | +3,577+2.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 164,405 | $744.4 萬 | 1.3% | −718−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 133,758 | $707.2 萬 | 1.2% | +4,836+3.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,540 | $601.5 萬 | 1.0% | +62+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 17,646 | $581.7 萬 | 1.0% | −97−0.5% | 減碼 | 歷史 |
| TRMKTrustmark Corp | COM | 142,559 | $549.6 萬 | 1.0% | −200−0.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,476 | $546.7 萬 | 1.0% | −289−3.0% | 減碼 | – |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 265,516 | $539.0 萬 | 0.9% | +31,712+13.6% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 26,687 | $523.4 萬 | 0.9% | +4,300+19.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 207,698 | $516.3 萬 | 0.9% | +12,731+6.5% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,303 | $500.6 萬 | 0.9% | −30−0.4% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 108,950 | $498.7 萬 | 0.9% | +6,559+6.4% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 89,039 | $487.0 萬 | 0.8% | −1,384−1.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,149 | $457.4 萬 | 0.8% | +160+2.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 24,143 | $446.8 萬 | 0.8% | +752+3.2% | 加碼 | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 119,222 | $435.2 萬 | 0.8% | +1,042+0.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 14,928 | $423.0 萬 | 0.7% | +187+1.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 27,217 | $421.3 萬 | 0.7% | −2,209−7.5% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 83,354 | $414.3 萬 | 0.7% | +3,748+4.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,334 | $412.2 萬 | 0.7% | −18−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 81,697 | $405.4 萬 | 0.7% | −1,175−1.4% | 減碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 79,711 | $402.5 萬 | 0.7% | +4,543+6.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 142,359 | $394.6 萬 | 0.7% | +23,088+19.4% | 加碼 | – |
| BABoeing Co | Stock | 16,060 | $368.3 萬 | 0.6% | +70.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 71,257 | $359.3 萬 | 0.6% | +1,500+2.2% | 加碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 323,400 | $355.4 萬 | 0.6% | +12,970+4.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 90,581 | $349.4 萬 | 0.6% | −598−0.7% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 128,772 | $347.7 萬 | 0.6% | +8,523+7.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 60,910 | $347.0 萬 | 0.6% | +843+1.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,934 | $318.5 萬 | 0.6% | +78+0.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 107,807 | $301.9 萬 | 0.5% | +5,336+5.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 79,488 | $300.2 萬 | 0.5% | +965+1.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 6,772 | $280.2 萬 | 0.5% | +111+1.7% | 加碼 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 56,921 | $276.7 萬 | 0.5% | +56,921 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 14,506 | $269.7 萬 | 0.5% | +144+1.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,475 | $268.1 萬 | 0.5% | +1,614+5.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25,621 | $263.7 萬 | 0.5% | +2,136+9.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 26,026 | $247.4 萬 | 0.4% | −83−0.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 52,411 | $246.9 萬 | 0.4% | +5,309+11.3% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 48,202 | $243.9 萬 | 0.4% | +1,622+3.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 80,327 | $240.5 萬 | 0.4% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 4,290 | $237.1 萬 | 0.4% | +53+1.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 15,364 | $235.9 萬 | 0.4% | +68+0.4% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 28,849 | $235.5 萬 | 0.4% | +925+3.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,526 | $234.6 萬 | 0.4% | +47+0.7% | 加碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,240 | $229.8 萬 | 0.4% | +252+0.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 21,161 | $220.0 萬 | 0.4% | +3,220+17.9% | 加碼 | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 46,136 | $219.1 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,738 | $208.2 萬 | 0.4% | +182+0.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 49,229 | $207.4 萬 | 0.4% | 00.0% | 不變 | – |
| ORealty Income Corp | REIT | 36,579 | $206.6 萬 | 0.4% | −600−1.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,834 | $199.0 萬 | 0.3% | −538−4.0% | 減碼 | 歷史 |
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 218,237 | $199.0 萬 | 0.3% | +218,237 | 新進 | – |
| CVXChevron Corp | Stock | 13,232 | $198.5 萬 | 0.3% | +916+7.4% | 加碼 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $196.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 6,721 | $195.1 萬 | 0.3% | +130+2.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,598 | $194.2 萬 | 0.3% | −127−0.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 27,473 | $191.9 萬 | 0.3% | +27,473 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 45,748 | $191.4 萬 | 0.3% | +3,640+8.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 16,939 | $182.6 萬 | 0.3% | +69+0.4% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 36,396 | $181.7 萬 | 0.3% | +6,478+21.7% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,116 | $181.5 萬 | 0.3% | −199−0.9% | 減碼 | – |
| TAT&T Inc. | Stock | 67,021 | $180.6 萬 | 0.3% | −171−0.3% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 21,900 | $179.7 萬 | 0.3% | +931+4.4% | 加碼 | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 55,590 | $179.1 萬 | 0.3% | +2,687+5.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,225 | $178.8 萬 | 0.3% | −804−4.2% | 減碼 | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 71,358 | $177.0 萬 | 0.3% | +25,009+54.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 38,677 | $175.1 萬 | 0.3% | +30+0.1% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 9,784 | $174.9 萬 | 0.3% | −2,163−18.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 43,403 | $172.7 萬 | 0.3% | −560−1.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 37,928 | $170.6 萬 | 0.3% | +1,182+3.2% | 加碼 | – |
| SOSouthern Co | Stock | 18,052 | $169.9 萬 | 0.3% | −998−5.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 24,014 | $169.8 萬 | 0.3% | −622−2.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 41,479 | $169.4 萬 | 0.3% | +2,776+7.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 14,793 | $168.2 萬 | 0.3% | +1,035+7.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,796 | $163.4 萬 | 0.3% | −398−2.3% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,107 | $161.1 萬 | 0.3% | +254+1.6% | 加碼 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 105,511 | $159.6 萬 | 0.3% | +21,263+25.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,689 | $159.6 萬 | 0.3% | +496+2.9% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 18,348 | $156.3 萬 | 0.3% | +328+1.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 45,295 | $152.0 萬 | 0.3% | +2,642+6.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 40,908 | $150.3 萬 | 0.3% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 25,740 | $149.3 萬 | 0.3% | −452−1.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,823 | $148.5 萬 | 0.3% | +47+1.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 24,445 | $144.8 萬 | 0.3% | +1,801+8.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 34,365 | $144.7 萬 | 0.3% | −1,793−5.0% | 減碼 | – |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 21,336 | $134.1 萬 | 0.3% | – |
| UNHUnitedHealth Group Inc | Stock | 1,261 | $50.5 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,741 | $31.7 萬 | 0.1% | – |
| iShares Tr464288794 | US BR DEL SE ETF | 2,201 | $31.1 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 6,224 | $30.9 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 6,052 | $28.8 萬 | 0.1% | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 2,400 | $24.1 萬 | <0.1% | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 3,480 | $23.6 萬 | <0.1% | – |
| First Tr Exchange Traded FD33734X770 | DJ INTL INTRNT | 7,713 | $23.5 萬 | <0.1% | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 4,569 | $21.5 萬 | <0.1% | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 8,057 | $20.6 萬 | <0.1% | 歷史 |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 12,941 | $13.8 萬 | <0.1% | 歷史 |
| Nuveen CR Strategies Income67073D110 | RIGHT 04/29/2025 | 13,945 | $35 | <0.1% | – |