Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/8 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 377
- 較 2025 年第 2 季 +20
- 總值
- $6.10 億
- 較 2025 年第 2 季 +$3,618 萬 (+6.3%)
| 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 | 917,828 | $2,929 萬 | 4.8% | +45,692+5.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 105,864 | $2,696 萬 | 4.4% | −2,516−2.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 682,794 | $2,282 萬 | 3.7% | −2,648−0.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 110,383 | $2,060 萬 | 3.4% | +1,399+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,973 | $1,449 萬 | 2.4% | +123+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43,590 | $957.1 萬 | 1.6% | +281+0.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,914 | $900.6 萬 | 1.5% | −218−1.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 274,677 | $895.4 萬 | 1.5% | −3,431−1.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,388 | $891.9 萬 | 1.5% | −269−2.0% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 63,871 | $858.5 萬 | 1.4% | −477−0.7% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 240,859 | $816.3 萬 | 1.3% | −10,284−4.1% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 185,330 | $793.0 萬 | 1.3% | −525−0.3% | 減碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 333,126 | $785.8 萬 | 1.3% | −9,811−2.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 17,475 | $777.1 萬 | 1.3% | −171−1.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 160,090 | $761.2 萬 | 1.2% | −5,885−3.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 159,987 | $747.1 萬 | 1.2% | −4,418−2.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 151,713 | $743.8 萬 | 1.2% | −5,812−3.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 132,375 | $732.4 萬 | 1.2% | −1,383−1.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,893 | $653.1 萬 | 1.1% | +353+4.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,526 | $596.2 萬 | 1.0% | +383+1.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,604 | $588.2 萬 | 1.0% | +128+1.4% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 27,881 | $583.4 萬 | 1.0% | +1,194+4.5% | 加碼 | – |
| TRMKTrustmark Corp | COM | 142,314 | $563.6 萬 | 0.9% | −245−0.2% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 208,155 | $548.3 萬 | 0.9% | +457+0.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,306 | $545.5 萬 | 0.9% | +30.0% | 加碼 | – |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 265,595 | $539.2 萬 | 0.9% | +790.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 91,388 | $525.7 萬 | 0.9% | +2,349+2.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 15,127 | $499.1 萬 | 0.8% | +199+1.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,202 | $492.4 萬 | 0.8% | +53+0.7% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 104,715 | $489.1 萬 | 0.8% | −4,235−3.9% | 減碼 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 118,830 | $442.0 萬 | 0.7% | −392−0.3% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 26,532 | $441.4 萬 | 0.7% | −685−2.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 82,690 | $429.2 萬 | 0.7% | +993+1.2% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 83,963 | $418.4 萬 | 0.7% | +609+0.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 80,311 | $407.2 萬 | 0.7% | +600+0.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,336 | $401.4 萬 | 0.7% | +20.0% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 139,278 | $389.6 萬 | 0.6% | −3,081−2.2% | 減碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 330,112 | $379.6 萬 | 0.6% | +6,712+2.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 71,257 | $372.3 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 90,640 | $362.0 萬 | 0.6% | +59+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,960 | $353.8 萬 | 0.6% | +1,050+1.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 14,371 | $350.0 萬 | 0.6% | −135−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,075 | $349.3 萬 | 0.6% | +141+1.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 16,060 | $346.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 123,502 | $343.1 萬 | 0.6% | −5,270−4.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 6,594 | $314.6 萬 | 0.5% | −178−2.6% | 減碼 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 60,705 | $313.3 萬 | 0.5% | +3,784+6.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 79,488 | $309.0 萬 | 0.5% | 00.0% | 不變 | – |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 104,021 | $299.0 萬 | 0.5% | −3,786−3.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,415 | $283.0 萬 | 0.5% | −60−0.2% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 14,928 | $272.3 萬 | 0.4% | −436−2.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 26,343 | $271.5 萬 | 0.4% | +317+1.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,618 | $268.1 萬 | 0.4% | +92+1.4% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 52,921 | $258.1 萬 | 0.4% | +6,785+14.7% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 24,760 | $255.9 萬 | 0.4% | −861−3.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 51,811 | $255.1 萬 | 0.4% | −600−1.1% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 48,708 | $246.4 萬 | 0.4% | +506+1.0% | 加碼 | – |
| MAMastercard Inc | Stock | 4,326 | $246.1 萬 | 0.4% | +36+0.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 21,696 | $240.1 萬 | 0.4% | +535+2.5% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 28,837 | $238.6 萬 | 0.4% | −120.0% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 28,260 | $235.7 萬 | 0.4% | +20+0.1% | 加碼 | – |
| ORealty Income Corp | REIT | 36,614 | $222.6 萬 | 0.4% | +35+0.1% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 6,664 | $217.5 萬 | 0.4% | −57−0.8% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $210.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 13,269 | $206.0 萬 | 0.3% | +37+0.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 27,888 | $205.1 萬 | 0.3% | +415+1.5% | 加碼 | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 60,607 | $203.8 萬 | 0.3% | +5,017+9.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,813 | $202.3 萬 | 0.3% | +75+0.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 45,955 | $201.1 萬 | 0.3% | −3,274−6.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 12,988 | $199.6 萬 | 0.3% | +154+1.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,748 | $194.1 萬 | 0.3% | −850−2.8% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 21,886 | $194.0 萬 | 0.3% | −14−0.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 17,110 | $192.9 萬 | 0.3% | +171+1.0% | 加碼 | 歷史 |
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 205,926 | $186.8 萬 | 0.3% | −12,311−5.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,846 | $186.2 萬 | 0.3% | −270−1.3% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 37,208 | $186.0 萬 | 0.3% | +812+2.2% | 加碼 | – |
| TAT&T Inc. | Stock | 65,856 | $186.0 萬 | 0.3% | −1,165−1.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 15,042 | $181.5 萬 | 0.3% | +249+1.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 38,452 | $178.8 萬 | 0.3% | −225−0.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 40,613 | $178.5 萬 | 0.3% | −866−2.1% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 41,966 | $176.8 萬 | 0.3% | −3,782−8.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,786 | $175.4 萬 | 0.3% | −10−0.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,499 | $175.4 萬 | 0.3% | −726−4.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 42,968 | $175.2 萬 | 0.3% | −435−1.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 37,166 | $173.0 萬 | 0.3% | −762−2.0% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 23,164 | $171.6 萬 | 0.3% | −850−3.5% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,835 | $168.2 萬 | 0.3% | +146+0.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,721 | $167.8 萬 | 0.3% | +266+6.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 37,847 | $167.3 萬 | 0.3% | +6,728+21.6% | 加碼 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 107,242 | $167.1 萬 | 0.3% | +1,731+1.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 17,561 | $166.4 萬 | 0.3% | −491−2.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 25,113 | $165.9 萬 | 0.3% | −627−2.4% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,362 | $164.0 萬 | 0.3% | +255+1.6% | 加碼 | – |
| AXPAmerican Express Co | Stock | 4,913 | $163.2 萬 | 0.3% | +90+1.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 17,949 | $162.4 萬 | 0.3% | −399−2.2% | 減碼 | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 69,467 | $158.8 萬 | 0.3% | −1,891−2.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 45,325 | $157.9 萬 | 0.3% | +30+0.1% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 9,687 | $157.1 萬 | 0.3% | −97−1.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 40,878 | $155.5 萬 | 0.3% | −30−0.1% | 減碼 | – |
| CCitigroup Inc | Stock | 15,057 | $152.8 萬 | 0.3% | −330−2.1% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 11,326 | $57.4 萬 | 0.1% | – |
| SNPSSynopsys Inc | COM | 703 | $41.1 萬 | 0.1% | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 4,303 | $30.7 萬 | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 3,077 | $28.6 萬 | <0.1% | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 10,320 | $28.5 萬 | <0.1% | – |
| JCIJohnson Controls International plc | Stock | 2,010 | $21.9 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U513 | FT VEST NASD 100 | 9,885 | $21.3 萬 | <0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 462 | $21.2 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,183 | $20.2 萬 | <0.1% | 歷史 |