Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/17 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 393
- 較 2025 年第 4 季 −8
- 總值
- $6.48 億
- 較 2025 年第 4 季 −$536.1 萬 (−0.8%)
| 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 | 930,933 | $2,710 萬 | 4.2% | −17,328−1.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 103,574 | $2,628 萬 | 4.1% | +672+0.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 701,672 | $2,370 萬 | 3.7% | +3,701+0.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 109,538 | $1,910 萬 | 2.9% | +1,840+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,822 | $1,141 萬 | 1.8% | +1,183+4.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,005 | $937.0 萬 | 1.4% | +629+1.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 272,928 | $913.8 萬 | 1.4% | −1,749−0.6% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 191,090 | $870.4 萬 | 1.3% | +7,786+4.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 151,156 | $853.2 萬 | 1.3% | +15,435+11.4% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 38,927 | $851.5 萬 | 1.3% | +5,554+16.6% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 251,392 | $844.8 萬 | 1.3% | +9,766+4.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,837 | $835.9 萬 | 1.3% | −76−0.6% | 減碼 | 歷史 |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 358,079 | $827.5 萬 | 1.3% | +17,478+5.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 170,744 | $805.2 萬 | 1.2% | +6,736+4.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,576 | $794.3 萬 | 1.2% | −46−0.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 159,584 | $764.6 萬 | 1.2% | +7,392+4.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 26,449 | $760.9 萬 | 1.2% | +803+3.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 277,239 | $710.8 萬 | 1.1% | +12,556+4.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,846 | $700.9 萬 | 1.1% | +19,748+941.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 142,611 | $666.6 萬 | 1.0% | −250−0.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 17,540 | $652.0 萬 | 1.0% | +69+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,061 | $601.2 萬 | 0.9% | −344−3.3% | 減碼 | – |
| TRMKTrustmark Corp | COM | 142,566 | $600.8 萬 | 0.9% | +208+0.1% | 加碼 | 歷史 |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 274,842 | $559.3 萬 | 0.9% | −1,684−0.6% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 95,597 | $530.8 萬 | 0.8% | +295+0.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,093 | $520.2 萬 | 0.8% | +104+1.2% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 109,921 | $508.6 萬 | 0.8% | +4,579+4.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,088 | $494.5 萬 | 0.8% | −102−1.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 15,933 | $493.3 萬 | 0.8% | +145+0.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,862 | $486.5 萬 | 0.8% | +103+1.5% | 加碼 | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 116,038 | $479.2 萬 | 0.7% | −1,822−1.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,149 | $470.4 萬 | 0.7% | −193−2.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 83,345 | $431.6 萬 | 0.7% | +4,954+6.3% | 加碼 | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 82,315 | $427.8 萬 | 0.7% | +277+0.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,224 | $420.9 萬 | 0.6% | −28−0.7% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 84,655 | $420.2 萬 | 0.6% | −1,600−1.9% | 減碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 359,057 | $418.3 萬 | 0.6% | +1,698+0.5% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 81,866 | $415.0 萬 | 0.6% | −1,191−1.4% | 減碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 94,276 | $382.5 萬 | 0.6% | +59+0.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 33,001 | $379.2 萬 | 0.6% | −141−0.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 8,781 | $377.5 萬 | 0.6% | +628+7.7% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 34,499 | $377.3 萬 | 0.6% | −20,271−37.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 13,043 | $373.8 萬 | 0.6% | +229+1.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 63,558 | $360.2 萬 | 0.6% | +537+0.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 68,190 | $360.0 萬 | 0.6% | −2,916−4.1% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 132,916 | $355.9 萬 | 0.5% | +6,274+5.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 28,352 | $352.6 萬 | 0.5% | +703+2.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 45,906 | $349.2 萬 | 0.5% | +14,109+44.4% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 27,060 | $348.6 萬 | 0.5% | −27−0.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 55,026 | $337.1 萬 | 0.5% | +10,635+24.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 45,516 | $335.2 萬 | 0.5% | +34,071+297.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 46,654 | $322.4 萬 | 0.5% | +8,292+21.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,897 | $320.9 萬 | 0.5% | +179+1.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,995 | $318.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,617 | $315.3 萬 | 0.5% | +679+3.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 107,332 | $299.5 萬 | 0.5% | +5,610+5.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,351 | $292.9 萬 | 0.5% | −283−0.9% | 減碼 | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 59,874 | $292.7 萬 | 0.5% | −508−0.8% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 7,404 | $283.9 萬 | 0.4% | +42+0.6% | 加碼 | – |
| CVXChevron Corp | Stock | 13,385 | $276.6 萬 | 0.4% | +197+1.5% | 加碼 | 歷史 |
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 257,912 | $268.6 萬 | 0.4% | +6,189+2.5% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,143 | $256.0 萬 | 0.4% | −123−0.4% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 24,195 | $250.6 萬 | 0.4% | +1,094+4.7% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,833 | $250.1 萬 | 0.4% | +147+0.5% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 48,598 | $246.7 萬 | 0.4% | −666−1.4% | 減碼 | – |
| HWCHancock Whitney Corp | COM | 36,958 | $235.0 萬 | 0.4% | +13,863+60.0% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 38,040 | $232.4 萬 | 0.4% | +747+2.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,905 | $227.3 萬 | 0.4% | +209+3.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 127,239 | $226.6 萬 | 0.3% | +13,518+11.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 44,590 | $221.7 萬 | 0.3% | −695−1.5% | 減碼 | – |
| MAMastercard Inc | Stock | 4,222 | $210.8 萬 | 0.3% | −14−0.3% | 減碼 | 歷史 |
| Zacks Trust98888G105 | EARNGS CONSTANT | 62,320 | $209.2 萬 | 0.3% | −1,995−3.1% | 減碼 | – |
| TAT&T Inc. | Stock | 71,283 | $206.5 萬 | 0.3% | +4,150+6.2% | 加碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 111,879 | $206.0 萬 | 0.3% | +9,562+9.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 46,286 | $205.0 萬 | 0.3% | −704−1.5% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 21,245 | $204.6 萬 | 0.3% | −31−0.1% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $201.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 13,712 | $200.6 萬 | 0.3% | +187+1.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 39,779 | $199.5 萬 | 0.3% | −488−1.2% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,606 | $196.1 萬 | 0.3% | −530−2.8% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,783 | $196.0 萬 | 0.3% | −197−0.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,416 | $185.8 萬 | 0.3% | −492−1.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 12,852 | $185.8 萬 | 0.3% | +590+4.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 15,605 | $182.9 萬 | 0.3% | −117−0.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 37,979 | $178.6 萬 | 0.3% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 18,074 | $177.6 萬 | 0.3% | −462−2.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 18,376 | $177.5 萬 | 0.3% | +452+2.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 40,554 | $171.9 萬 | 0.3% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 6,054 | $171.8 萬 | 0.3% | +13+0.2% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 40,312 | $171.6 萬 | 0.3% | +2,123+5.6% | 加碼 | – |
| BPREBluerock Private Real Estate Fund | COM | 102,982 | $171.1 萬 | 0.3% | −3,014−2.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 35,923 | $170.2 萬 | 0.3% | +6,665+22.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 38,301 | $168.4 萬 | 0.3% | 00.0% | 不變 | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 114,817 | $167.6 萬 | 0.3% | −6,722−5.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,578 | $166.6 萬 | 0.3% | −294−1.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 46,728 | $165.0 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 5,309 | $160.6 萬 | 0.2% | +115+2.2% | 加碼 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 32,320 | $160.3 萬 | 0.2% | +471+1.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,371 | $160.3 萬 | 0.2% | +17+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 22,089 | $158.6 萬 | 0.2% | −725−3.2% | 減碼 | – |
2025 年第 4 季之後清倉（25 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BIDUBaidu, Inc. | ADR | 5,057 | $77.5 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,987 | $67.6 萬 | 0.1% | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 10,803 | $45.5 萬 | 0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,328 | $43.1 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,036 | $39.2 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 1,341 | $35.4 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 2,200 | $24.8 萬 | <0.1% | 歷史 |
| Global X FDS37960A735 | GBL X BLOCKCHAIN | 3,268 | $23.5 萬 | <0.1% | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 6,549 | $23.2 萬 | <0.1% | – |
| iShares Tr464287374 | NORTH AMERN NAT | 4,075 | $22.9 萬 | <0.1% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 4,254 | $22.4 萬 | <0.1% | – |
| iShares Tr464288752 | US HOME CONS ETF | 2,151 | $21.9 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 2,092 | $21.5 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 736 | $21.4 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,481 | $21.3 萬 | <0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 2,127 | $21.2 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 420 | $21.0 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 5,273 | $20.9 萬 | <0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 1,516 | $20.8 萬 | <0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 353 | $20.4 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 462 | $20.4 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 3,414 | $20.3 萬 | <0.1% | 歷史 |
| MSIFMSC Income Fund, Inc. | COM | 10,902 | $14.4 萬 | <0.1% | 歷史 |
| TEITempleton Emerging Markets Income Fund | COM | 11,070 | $7.46 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 470 | $5.50 萬 | <0.1% | 歷史 |