Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 401
- 較 2025 年第 3 季 +24
- 總值
- $6.53 億
- 較 2025 年第 3 季 +$4,251 萬 (+7.0%)
| 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 | 948,261 | $3,034 萬 | 4.6% | +30,433+3.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 102,902 | $2,670 萬 | 4.1% | −2,962−2.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 697,971 | $2,411 萬 | 3.7% | +15,177+2.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 107,698 | $2,058 萬 | 3.2% | −2,685−2.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,639 | $1,275 萬 | 2.0% | +1,666+6.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 44,376 | $1,062 萬 | 1.6% | +786+1.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 274,677 | $911.2 萬 | 1.4% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,913 | $893.5 萬 | 1.4% | −475−3.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,646 | $866.8 萬 | 1.3% | +1,120+4.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 183,304 | $861.2 萬 | 1.3% | −2,026−1.1% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 241,626 | $819.4 萬 | 1.3% | +767+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,622 | $798.7 萬 | 1.2% | −1,292−7.2% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 340,601 | $791.4 萬 | 1.2% | +7,475+2.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 135,721 | $789.5 萬 | 1.2% | +3,346+2.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 164,008 | $779.1 萬 | 1.2% | +3,918+2.4% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 33,373 | $775.5 萬 | 1.2% | +5,492+19.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,471 | $752.0 萬 | 1.2% | −40.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 152,192 | $748.0 萬 | 1.1% | +479+0.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 264,683 | $721.0 萬 | 1.1% | +56,528+27.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 142,861 | $684.5 萬 | 1.0% | −17,126−10.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,405 | $662.0 萬 | 1.0% | +801+8.3% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 54,770 | $652.5 萬 | 1.0% | −9,101−14.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,989 | $644.1 萬 | 1.0% | +96+1.1% | 加碼 | 歷史 |
| TRMKTrustmark Corp | COM | 142,358 | $605.3 萬 | 0.9% | +440.0% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 95,302 | $566.4 萬 | 0.9% | +3,914+4.3% | 加碼 | – |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 276,526 | $566.0 萬 | 0.9% | +10,931+4.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,190 | $537.7 萬 | 0.8% | −116−1.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 15,788 | $523.1 萬 | 0.8% | +661+4.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,342 | $518.8 萬 | 0.8% | +140+1.7% | 加碼 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 117,860 | $493.7 萬 | 0.8% | −970−0.8% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 105,342 | $491.4 萬 | 0.8% | +627+0.6% | 加碼 | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 82,038 | $445.2 萬 | 0.7% | +21,333+35.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 6,759 | $444.4 萬 | 0.7% | +165+2.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,814 | $433.7 萬 | 0.7% | −1,557−10.8% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 86,255 | $429.5 萬 | 0.7% | +2,292+2.7% | 加碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 357,359 | $426.7 萬 | 0.7% | +27,247+8.3% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 83,057 | $420.7 萬 | 0.6% | +2,746+3.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 78,391 | $418.9 萬 | 0.6% | −4,299−5.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 27,087 | $410.6 萬 | 0.6% | +555+2.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,252 | $399.8 萬 | 0.6% | −84−1.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 94,217 | $398.7 萬 | 0.6% | +3,577+3.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 33,142 | $390.9 萬 | 0.6% | +11,446+52.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 71,106 | $382.4 萬 | 0.6% | −151−0.2% | 減碼 | – |
| BABoeing Co | Stock | 15,995 | $373.8 萬 | 0.6% | −65−0.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 63,021 | $369.0 萬 | 0.6% | +1,061+1.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 8,153 | $362.8 萬 | 0.6% | +3,432+72.7% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 126,642 | $349.2 萬 | 0.5% | +3,140+2.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 27,649 | $329.4 萬 | 0.5% | +1,306+5.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,718 | $327.9 萬 | 0.5% | −357−3.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,634 | $306.9 萬 | 0.5% | +219+0.7% | 加碼 | – |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 101,722 | $301.8 萬 | 0.5% | −2,299−2.2% | 減碼 | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 60,382 | $299.2 萬 | 0.5% | +7,461+14.1% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 7,362 | $297.0 萬 | 0.5% | +698+10.5% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 38,362 | $277.2 萬 | 0.4% | +21,155+122.9% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,266 | $266.7 萬 | 0.4% | +2,006+7.1% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,686 | $259.5 萬 | 0.4% | +2,849+9.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 17,938 | $253.6 萬 | 0.4% | +828+4.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,696 | $250.9 萬 | 0.4% | +78+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 31,797 | $249.8 萬 | 0.4% | +3,909+14.0% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 49,264 | $249.4 萬 | 0.4% | +556+1.1% | 加碼 | – |
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 251,723 | $239.9 萬 | 0.4% | +45,797+22.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 23,101 | $237.8 萬 | 0.4% | −1,659−6.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 45,285 | $233.4 萬 | 0.4% | −6,526−12.6% | 減碼 | – |
| CVXChevron Corp | Stock | 13,188 | $233.3 萬 | 0.4% | −81−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,236 | $228.3 萬 | 0.3% | −90−2.1% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 37,293 | $228.1 萬 | 0.3% | +679+1.9% | 加碼 | 歷史 |
| Zacks Trust98888G105 | EARNGS CONSTANT | 64,315 | $227.3 萬 | 0.3% | +3,708+6.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 44,391 | $226.6 萬 | 0.3% | +2,699+6.5% | 加碼依 2 比 1 拆股換算 | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 102,317 | $224.6 萬 | 0.3% | +32,850+47.3% | 加碼 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $213.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 46,990 | $213.1 萬 | 0.3% | +1,035+2.3% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 21,276 | $210.1 萬 | 0.3% | +3,441+19.3% | 加碼 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 113,721 | $208.8 萬 | 0.3% | +113,721 | 新進 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,980 | $203.4 萬 | 0.3% | −906−4.1% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 13,525 | $198.3 萬 | 0.3% | −1,403−9.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 18,536 | $196.9 萬 | 0.3% | +5,260+39.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 15,722 | $196.2 萬 | 0.3% | +680+4.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,908 | $191.6 萬 | 0.3% | −1,840−6.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,136 | $191.6 萬 | 0.3% | +1,637+9.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 12,262 | $186.1 萬 | 0.3% | −726−5.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 6,041 | $185.3 萬 | 0.3% | +1,878+45.1% | 加碼 | 歷史 |
| DBLDoubleLine Opportunistic Credit Fund | COM | 121,539 | $184.0 萬 | 0.3% | +14,297+13.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,194 | $182.9 萬 | 0.3% | +281+5.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 37,979 | $180.8 萬 | 0.3% | −473−1.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 40,267 | $179.3 萬 | 0.3% | −346−0.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 67,133 | $176.0 萬 | 0.3% | +1,277+1.9% | 加碼 | 歷史 |
| BPREBluerock Private Real Estate Fund | COM | 105,996 | $175.7 萬 | 0.3% | +105,996 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,354 | $175.4 萬 | 0.3% | −432−2.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,671 | $173.3 萬 | 0.3% | −191−10.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 38,301 | $173.3 萬 | 0.3% | +454+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 22,814 | $172.5 萬 | 0.3% | −350−1.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 40,554 | $169.8 萬 | 0.3% | −2,414−5.6% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,872 | $169.1 萬 | 0.3% | +510+3.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 46,728 | $168.7 萬 | 0.3% | +1,403+3.1% | 加碼 | – |
| SOSouthern Co | Stock | 17,924 | $160.1 萬 | 0.2% | +363+2.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 38,189 | $159.4 萬 | 0.2% | +38,189 | 新進 | – |
| HWCHancock Whitney Corp | COM | 23,095 | $158.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 31,849 | $158.9 萬 | 0.2% | −5,359−14.4% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 8,651 | $155.2 萬 | 0.2% | −1,036−10.7% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16,306 | $152.3 萬 | 0.2% | −1,643−9.2% | 減碼 | – |
選擇權（4 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 3 季之後清倉（22 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WMBWilliams Companies, Inc. | COM | 15,134 | $95.9 萬 | 0.2% | 歷史 |
| NVSNovartis AG | ADR | 5,762 | $73.9 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 17,656 | $71.6 萬 | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 9,939 | $58.9 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 14,500 | $58.8 萬 | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,404 | $37.1 萬 | 0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,942 | $36.2 萬 | 0.1% | – |
| iShares Tr464289180 | MSCI EURO FL ETF | 8,565 | $29.4 萬 | <0.1% | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 4,629 | $28.3 萬 | <0.1% | – |
| MRVLMarvell Technology, Inc. | COM | 3,071 | $25.8 萬 | <0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 4,490 | $25.5 萬 | <0.1% | – |
| ELVElevance Health, Inc. | Stock | 774 | $25.0 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 1,367 | $23.4 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 4,516 | $21.6 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 1,533 | $21.5 萬 | <0.1% | – |
| IRMIron Mountain Inc | COM | 2,097 | $21.4 萬 | <0.1% | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 10,368 | $20.1 萬 | <0.1% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,455 | $20.1 萬 | <0.1% | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 1,676 | $20.1 萬 | <0.1% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 10,040 | $19.8 萬 | <0.1% | – |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 13,822 | $17.5 萬 | <0.1% | 歷史 |
| FINSAngel Oak Financial Strategies Income Term Trust | COM BEN INT | 11,452 | $15.0 萬 | <0.1% | 歷史 |