Ignite Planners, LLC
- SEC CIK
- 0001849348
- 最新申報
- 2026/7/23
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/23 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 422
- 較 2026 年第 1 季 +29
- 總值
- $7.28 億
- 較 2026 年第 1 季 +$8,054 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 | 936,080 | $3,168 萬 | 4.4% | +5,147+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 104,598 | $3,027 萬 | 4.2% | +1,024+1.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 702,030 | $2,565 萬 | 3.5% | +358+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 113,546 | $2,272 萬 | 3.1% | +4,008+3.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,454 | $1,136 萬 | 1.6% | −368−1.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,449 | $1,083 萬 | 1.5% | +444+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,272 | $991.1 萬 | 1.4% | +435+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,493 | $982.8 萬 | 1.3% | +1,044+3.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 194,770 | $982.2 萬 | 1.3% | +3,680+1.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 155,533 | $946.2 萬 | 1.3% | +4,377+2.9% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 38,600 | $935.7 萬 | 1.3% | −327−0.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 272,928 | $931.5 萬 | 1.3% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 295,276 | $869.0 萬 | 1.2% | +18,037+6.5% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 256,544 | $860.4 萬 | 1.2% | +5,152+2.0% | 加碼 | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 366,866 | $850.7 萬 | 1.2% | +8,787+2.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,784 | $843.1 萬 | 1.2% | +938+4.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 174,056 | $819.0 萬 | 1.1% | +3,312+1.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,004 | $800.8 萬 | 1.1% | −572−3.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 163,239 | $791.2 萬 | 1.1% | +3,655+2.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,756 | $746.9 萬 | 1.0% | +216+1.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 59,470 | $710.8 萬 | 1.0% | +2,766+4.9% | 加碼依 8 比 1 拆股換算 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 141,107 | $707.6 萬 | 1.0% | −1,504−1.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 6,563 | $699.0 萬 | 1.0% | −299−4.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,431 | $694.6 萬 | 1.0% | +1,282+15.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 16,864 | $637.1 萬 | 0.9% | +931+5.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,958 | $615.3 萬 | 0.8% | −1,103−11.0% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 98,197 | $603.5 萬 | 0.8% | +2,600+2.7% | 加碼 | – |
| NACNuveen California Quality Municipal Income Fund | COM | 476,800 | $577.9 萬 | 0.8% | +117,743+32.8% | 加碼 | 歷史 |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 266,788 | $542.3 萬 | 0.7% | −8,054−2.9% | 減碼 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 117,617 | $534.3 萬 | 0.7% | +1,579+1.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,301 | $523.9 萬 | 0.7% | +208+2.3% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 112,592 | $520.9 萬 | 0.7% | +2,671+2.4% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 7,889 | $517.5 萬 | 0.7% | +485+6.6% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 27,303 | $504.5 萬 | 0.7% | +243+0.9% | 加碼 | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 84,960 | $500.0 萬 | 0.7% | +2,645+3.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,116 | $463.4 萬 | 0.6% | +73+0.6% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 34,306 | $461.6 萬 | 0.6% | −193−0.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 79,897 | $451.5 萬 | 0.6% | −3,448−4.1% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 52,067 | $422.1 萬 | 0.6% | +5,413+11.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 33,031 | $422.0 萬 | 0.6% | +30+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 74,586 | $419.2 萬 | 0.6% | +6,396+9.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 94,330 | $415.9 萬 | 0.6% | +54+0.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,421 | $413.6 萬 | 0.6% | +197+4.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 48,293 | $398.5 萬 | 0.5% | +2,387+5.2% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 79,673 | $390.9 萬 | 0.5% | −4,982−5.9% | 減碼 | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 77,305 | $387.5 萬 | 0.5% | −4,561−5.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 66,208 | $373.9 萬 | 0.5% | +2,650+4.2% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 136,451 | $372.7 萬 | 0.5% | +3,535+2.7% | 加碼 | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 80,134 | $367.9 萬 | 0.5% | +20,260+33.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,082 | $362.8 萬 | 0.5% | +185+1.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,999 | $346.3 萬 | 0.5% | +40.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,034 | $328.9 萬 | 0.5% | +682+2.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,532 | $321.5 萬 | 0.4% | +407+7.9% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 32,575 | $320.4 萬 | 0.4% | +742+2.3% | 加碼 | – |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 108,360 | $311.8 萬 | 0.4% | +1,028+1.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,030 | $309.3 萬 | 0.4% | −321−1.0% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 42,127 | $309.3 萬 | 0.4% | −3,389−7.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 55,993 | $297.4 萬 | 0.4% | +967+1.8% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 31,036 | $294.6 萬 | 0.4% | +893+3.0% | 加碼 | – |
| CVXChevron Corp | Stock | 17,115 | $283.8 萬 | 0.4% | +3,730+27.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,611 | $281.9 萬 | 0.4% | +1,994+10.7% | 加碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 36,958 | $276.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 277,754 | $270.4 萬 | 0.4% | +19,842+7.7% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 21,745 | $259.1 萬 | 0.4% | +500+2.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 6,965 | $256.6 萬 | 0.4% | −1,816−20.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7,482 | $255.1 萬 | 0.4% | +98+1.3% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 24,777 | $253.8 萬 | 0.3% | +582+2.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,984 | $246.3 萬 | 0.3% | +79+1.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,671 | $245.8 萬 | 0.3% | +63+1.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 44,966 | $244.9 萬 | 0.3% | +376+0.8% | 加碼 | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 63,293 | $238.9 萬 | 0.3% | +973+1.6% | 加碼 | – |
| ORealty Income Corp | REIT | 37,533 | $232.6 萬 | 0.3% | −507−1.3% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 21,213 | $231.6 萬 | 0.3% | +430+2.1% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 45,734 | $229.5 萬 | 0.3% | −2,864−5.9% | 減碼 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 123,190 | $228.5 萬 | 0.3% | −4,049−3.2% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,926 | $226.3 萬 | 0.3% | +289+17.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 5,995 | $224.1 萬 | 0.3% | −59−1.0% | 減碼 | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 128,218 | $220.9 萬 | 0.3% | +16,339+14.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,263 | $219.0 萬 | 0.3% | +41+1.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 45,749 | $216.7 萬 | 0.3% | −537−1.2% | 減碼 | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $213.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 66,419 | $210.6 萬 | 0.3% | +15,602+30.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,225 | $210.1 萬 | 0.3% | +2,619+14.1% | 加碼 | – |
| INTCIntel Corp | Stock | 14,569 | $203.5 萬 | 0.3% | +517+3.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,688 | $202.4 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F821 | ACTV FCTR LGCP | 46,616 | $202.4 萬 | 0.3% | +15,866+51.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 14,495 | $195.3 萬 | 0.3% | −1,110−7.1% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 18,115 | $194.8 萬 | 0.3% | +41+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,281 | $193.7 萬 | 0.3% | −90−0.5% | 減碼 | – |
| TAT&T Inc. | Stock | 93,483 | $193.6 萬 | 0.3% | +22,200+31.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 14,495 | $193.1 萬 | 0.3% | +617+4.4% | 加碼 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 10,984 | $187.7 萬 | 0.3% | +10,984 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 37,914 | $186.8 萬 | 0.3% | −65−0.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 23,140 | $183.8 萬 | 0.3% | +3,636+18.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 46,531 | $182.7 萬 | 0.3% | −197−0.4% | 減碼 | – |
| AXPAmerican Express Co | Stock | 5,383 | $182.2 萬 | 0.3% | +74+1.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 38,301 | $181.7 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 12,371 | $181.5 萬 | 0.2% | −481−3.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 40,554 | $181.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,524 | $181.4 萬 | 0.2% | −3,892−14.2% | 減碼 | – |
選擇權（3 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。
2026 年第 1 季之後清倉（17 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 16,300 | $92.1 萬 | 0.1% | – |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 81,497 | $73.0 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46654Q765 | HEALTHCARE LEADE | 9,516 | $52.9 萬 | 0.1% | – |
| FNFabrinet | SHS | 639 | $33.3 萬 | 0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 674 | $32.7 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,219 | $32.5 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,632 | $30.5 萬 | <0.1% | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 8,308 | $28.1 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 1,236 | $27.9 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,526 | $27.1 萬 | <0.1% | – |
| BSXBoston Scientific Corp | Stock | 4,227 | $26.5 萬 | <0.1% | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 3,190 | $22.6 萬 | <0.1% | – |
| iShares Global Clean Energy ETF464288224 | ETF | 11,666 | $21.3 萬 | <0.1% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,364 | $20.9 萬 | <0.1% | – |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 12,342 | $6.01 萬 | <0.1% | 歷史 |
| EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc. | COM | 10,508 | $5.33 萬 | <0.1% | 歷史 |
| DEFTDefi Technologies, Inc. | COM | 14,815 | $8,185 | <0.1% | 歷史 |