Ignite Planners, LLC
SAN CLEMENTE CA · SEC CIK 0001849348
$6.48亿2026Q1 申报市值
393持仓数
23.4%前十大占比 · 第一大 4.2%
16 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$633.55万
BND 加仓+$250.90万
SCHD 加仓+$124.99万
ITA 加仓+$121.49万
JIRE 加仓+$107.33万
2026Q1 卖出最多 按季末市值估算
SKYY 减仓-$221.68万
BIDU 清仓-$77.46万
BBIN 减仓-$77.35万
BABA 清仓-$67.60万
SCHG 减仓-$50.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | $130.99万 | 0.20% | 23,841 | 8,456 | 55.0% | $46.46万 | 加仓 |
| IYJ | ISHARES TR | $131.22万 | 0.20% | 8,894 | 5 | 0.1% | $738 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $131.64万 | 0.20% | 30,225 | -1,926 | -6.0% | -$8.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $132.13万 | 0.20% | 6,144 | 191 | 3.2% | $4.11万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $134.98万 | 0.21% | 44,090 | -835 | -1.9% | -$2.56万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $135.72万 | 0.21% | 16,555 | 68 | 0.4% | $5,575 | 加仓 |
| COP | CONOCOPHILLIPS | $136.98万 | 0.21% | 10,363 | 525 | 5.3% | $6.94万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $140.86万 | 0.22% | 44,775 | 921 | 2.1% | $2.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $142.38万 | 0.22% | 8,608 | -43 | -0.5% | -$7,113 | 减仓 |
| GEV | GE VERNOVA INC | $142.90万 | 0.22% | 1,637 | 55 | 3.5% | $4.80万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $143.18万 | 0.22% | 19,504 | 4,365 | 28.8% | $32.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $145.69万 | 0.22% | 6,690 | 213 | 3.3% | $4.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $149.49万 | 0.23% | 24,710 | 249 | 1.0% | $1.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $150.39万 | 0.23% | 25,212 | 1,114 | 4.6% | $6.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $152.64万 | 0.24% | 23,154 | -123 | -0.5% | -$8,108 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $153.37万 | 0.24% | 6,265 | -398 | -6.0% | -$9.74万 | 减仓 |
| OKE | ONEOK INC NEW | $153.64万 | 0.24% | 17,039 | -807 | -4.5% | -$7.28万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $155.24万 | 0.24% | 13,878 | 1,184 | 9.3% | $13.24万 | 加仓 |
| LLY | ELI LILLY & CO | $155.39万 | 0.24% | 1,690 | 19 | 1.1% | $1.75万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $155.90万 | 0.24% | 50,817 | 40,741 | 404.3% | $124.99万 | 加仓 |
| CWB | SPDR SERIES TRUST | $156.94万 | 0.24% | 17,114 | 808 | 5.0% | $7.41万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $158.62万 | 0.24% | 22,089 | -725 | -3.2% | -$5.21万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $160.29万 | 0.25% | 16,371 | 17 | 0.1% | $1,664 | 加仓 |
| TBIL | RBB FD INC | $160.33万 | 0.25% | 32,320 | 471 | 1.5% | $2.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $160.61万 | 0.25% | 5,309 | 115 | 2.2% | $3.48万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $165.04万 | 0.25% | 46,728 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $166.56万 | 0.26% | 16,578 | -294 | -1.7% | -$2.95万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $167.63万 | 0.26% | 114,817 | -6,722 | -5.5% | -$9.81万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $168.38万 | 0.26% | 38,301 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $170.17万 | 0.26% | 35,923 | 6,665 | 22.8% | $31.57万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $171.05万 | 0.26% | 102,982 | -3,014 | -2.8% | -$5.01万 | 减仓 |
| IDV | ISHARES TR | $171.57万 | 0.26% | 40,312 | 2,123 | 5.6% | $9.04万 | 加仓 |
| GE | GE AEROSPACE | $171.80万 | 0.27% | 6,054 | 13 | 0.2% | $3,689 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $171.95万 | 0.27% | 40,554 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $177.47万 | 0.27% | 18,376 | 452 | 2.5% | $4.37万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $177.57万 | 0.27% | 18,074 | -462 | -2.5% | -$4.54万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $178.65万 | 0.28% | 37,979 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $182.86万 | 0.28% | 15,605 | -117 | -0.7% | -$1.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $185.78万 | 0.29% | 12,852 | 590 | 4.8% | $8.53万 | 加仓 |
| IJH | ISHARES TR | $185.78万 | 0.29% | 27,416 | -492 | -1.8% | -$3.33万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $195.97万 | 0.30% | 20,783 | -197 | -0.9% | -$1.86万 | 减仓 |
| AGG | ISHARES TR | $196.13万 | 0.30% | 18,606 | -530 | -2.8% | -$5.59万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $199.49万 | 0.31% | 39,779 | -488 | -1.2% | -$2.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $200.56万 | 0.31% | 13,712 | 187 | 1.4% | $2.74万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $201.79万 | 0.31% | 194,025 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $204.63万 | 0.32% | 21,245 | -31 | -0.1% | -$2,986 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $204.95万 | 0.32% | 46,286 | -704 | -1.5% | -$3.12万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $206.04万 | 0.32% | 111,879 | 9,562 | 9.3% | $17.61万 | 加仓 |
| T | AT&T INC | $206.48万 | 0.32% | 71,283 | 4,150 | 6.2% | $12.02万 | 加仓 |
| ZECP | ZACKS TRUST | $209.17万 | 0.32% | 62,320 | -1,995 | -3.1% | -$6.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $210.82万 | 0.33% | 4,222 | -14 | -0.3% | -$6,991 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $221.70万 | 0.34% | 44,590 | -695 | -1.5% | -$3.46万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $226.61万 | 0.35% | 127,239 | 13,518 | 11.9% | $24.08万 | 加仓 |
| HD | HOME DEPOT INC | $227.25万 | 0.35% | 6,905 | 209 | 3.1% | $6.88万 | 加仓 |
| O | REALTY INCOME CORP | $232.42万 | 0.36% | 38,040 | 747 | 2.0% | $4.56万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $235.02万 | 0.36% | 36,958 | 13,863 | 60.0% | $88.15万 | 加仓 |
| TFLO | ISHARES TR | $246.74万 | 0.38% | 48,598 | -666 | -1.4% | -$3.38万 | 减仓 |
| IMCG | ISHARES TR | $250.14万 | 0.39% | 31,833 | 147 | 0.5% | $1.16万 | 加仓 |
| STIP | ISHARES TR | $250.61万 | 0.39% | 24,195 | 1,094 | 4.7% | $11.33万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $256.01万 | 0.40% | 30,143 | -123 | -0.4% | -$1.04万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $268.63万 | 0.41% | 257,912 | 6,189 | 2.5% | $6.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $276.59万 | 0.43% | 13,385 | 197 | 1.5% | $4.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $283.89万 | 0.44% | 7,404 | 42 | 0.6% | $1.61万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $292.72万 | 0.45% | 59,874 | -508 | -0.8% | -$2.48万 | 减仓 |
| IEFA | ISHARES TR | $292.95万 | 0.45% | 32,351 | -283 | -0.9% | -$2.56万 | 减仓 |
| — | WISDOMTREE TR | $299.46万 | 0.46% | 107,332 | 5,610 | 5.5% | $15.65万 | 加仓 |
| — | EXXON MOBIL CORP | $315.34万 | 0.49% | 18,617 | 679 | 3.8% | $11.50万 | 加仓 |
| BA | BOEING CO | $318.35万 | 0.49% | 15,995 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $320.86万 | 0.50% | 10,897 | 179 | 1.7% | $5.27万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $322.37万 | 0.50% | 46,654 | 8,292 | 21.6% | $57.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $335.18万 | 0.52% | 45,516 | 34,071 | 297.7% | $250.90万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $337.09万 | 0.52% | 55,026 | 10,635 | 24.0% | $65.15万 | 加仓 |
| QCOM | QUALCOMM INC | $348.58万 | 0.54% | 27,060 | -27 | -0.1% | -$3,478 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $349.21万 | 0.54% | 45,906 | 14,109 | 44.4% | $107.33万 | 加仓 |
| WMT | WALMART INC | $352.59万 | 0.54% | 28,352 | 703 | 2.5% | $8.74万 | 加仓 |
| FALN | ISHARES TR | $355.88万 | 0.55% | 132,916 | 6,274 | 5.0% | $16.80万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $360.04万 | 0.56% | 68,190 | -2,916 | -4.1% | -$15.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $360.25万 | 0.56% | 63,558 | 537 | 0.9% | $3.04万 | 加仓 |
| GOOG | ALPHABET INC | $373.78万 | 0.58% | 13,043 | 229 | 1.8% | $6.56万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $377.28万 | 0.58% | 34,499 | -20,271 | -37.0% | -$221.68万 | 减仓 |
| GLD | SPDR GOLD TR | $377.49万 | 0.58% | 8,781 | 628 | 7.7% | $27.00万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $379.22万 | 0.59% | 33,001 | -141 | -0.4% | -$1.62万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $382.49万 | 0.59% | 94,276 | 59 | 0.1% | $2,394 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $414.98万 | 0.64% | 81,866 | -1,191 | -1.4% | -$6.04万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $418.30万 | 0.65% | 359,057 | 1,698 | 0.5% | $1.98万 | 加仓 |
| PULS | PGIM ETF TR | $420.21万 | 0.65% | 84,655 | -1,600 | -1.9% | -$7.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $420.89万 | 0.65% | 4,224 | -28 | -0.7% | -$2.79万 | 减仓 |
| — | ISHARES TR | $427.83万 | 0.66% | 82,315 | 277 | 0.3% | $1.44万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $431.59万 | 0.67% | 83,345 | 4,954 | 6.3% | $25.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $470.41万 | 0.73% | 8,149 | -193 | -2.3% | -$11.14万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $479.15万 | 0.74% | 116,038 | -1,822 | -1.5% | -$7.52万 | 减仓 |
| CAT | CATERPILLAR INC | $486.45万 | 0.75% | 6,862 | 103 | 1.5% | $7.30万 | 加仓 |
| AVGO | BROADCOM INC | $493.30万 | 0.76% | 15,933 | 145 | 0.9% | $4.49万 | 加仓 |
| VGT | VANGUARD WORLD FD | $494.49万 | 0.76% | 7,088 | -102 | -1.4% | -$7.12万 | 减仓 |
| IUSB | ISHARES TR | $508.61万 | 0.79% | 109,921 | 4,579 | 4.3% | $21.19万 | 加仓 |
| META | META PLATFORMS INC | $520.15万 | 0.80% | 9,093 | 104 | 1.2% | $5.95万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $530.75万 | 0.82% | 95,597 | 295 | 0.3% | $1.64万 | 加仓 |
| — | PALMER SQUARE FUNDS TR | $559.25万 | 0.86% | 274,842 | -1,684 | -0.6% | -$3.43万 | 减仓 |
| TRMK | TRUSTMARK CORP | $600.77万 | 0.93% | 142,566 | 208 | 0.1% | $8,765 | 加仓 |