13F 机构持仓

Ignite Planners, LLC

SAN CLEMENTE CA · SEC CIK 0001849348

2026Q22026Q1 更早 9 个季度 🔒
$7.29亿2026Q2 申报市值
426持仓数
23.5%前十大占比 · 第一大 4.3%
40 / 16新建仓 / 清仓
申报市值走势$7.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHG 4.3%
AAPL 4.2%
BUFR 3.5%
NVDA 3.1%
MSFT 1.6%
AMZN 1.5%
SPY 1.4%
GOOGL 1.3%
SPDW 1.3%
SPYV 1.3%

2026Q2 买入最多 按季末市值估算

SPCX 新建仓+$187.67万
NAC 加仓+$142.70万
MU 新建仓+$140.13万
QQQ 加仓+$94.42万
FCAL 加仓+$93.01万

2026Q2 卖出最多 按季末市值估算

TRMK 减仓-$632.08万
SCHF 减仓-$106.89万
FJUN 清仓-$92.10万
SO 减仓-$90.51万
VOO 减仓-$75.76万

2026Q2 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
GILD GILEAD SCIENCES INC $119.52万0.16%9,457 1822.0% $2.30万 加仓
GJAN FIRST TR EXCHNG TRADED FD VI $125.57万0.17%27,890 -1,410-4.8% -$6.35万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $126.53万0.17%37,450 -1,589-4.1% -$5.37万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $130.97万0.18%100,670 -2,312-2.2% -$3.01万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $131.00万0.18%2,743 170.6% $8,119 加仓
SCHE SCHWAB STRATEGIC TR $131.99万0.18%36,402 -1,597-4.2% -$5.79万 减仓
IJR ISHARES TR $132.19万0.18%8,913 1,24616.3% $18.48万 加仓
XLRE SELECT SECTOR SPDR TR $134.61万0.18%30,564 1470.5% $6,474 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $134.62万0.18%28,736 -1,489-4.9% -$6.98万 减仓
XLP SELECT SECTOR SPDR TR $137.21万0.19%16,517 -38-0.2% -$3,157 减仓
IBM INTERNATIONAL BUSINESS MACHS $137.39万0.19%4,884 58513.6% $16.46万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $139.28万0.19%25,283 80.0% $441 加仓
MU MICRON TECHNOLOGY INC $140.13万0.19%1,214 1,214— $140.13万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $140.77万0.19%24,414 -296-1.2% -$1.71万 减仓
AMAT APPLIED MATLS INC $141.71万0.19%1,959 573.0% $4.12万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $146.20万0.20%14,829 1,40810.5% $13.88万 加仓
VIG VANGUARD SPECIALIZED FUNDS $146.51万0.20%6,192 480.8% $1.14万 加仓
CSCO CISCO SYS INC $146.57万0.20%12,473 -1,147-8.4% -$13.48万 减仓
OKE ONEOK INC NEW $146.88万0.20%16,887 -152-0.9% -$1.32万 减仓
QDEC FIRST TR EXCHNG TRADED FD VI $147.30万0.20%41,364 -3,411-7.6% -$12.15万 减仓
DFEB FIRST TR EXCHNG TRADED FD VI $147.73万0.20%29,258 -6,665-18.6% -$33.65万 减仓
IYJ ISHARES TR $148.28万0.20%8,898 40.0% $667 加仓
PFE PFIZER INC $148.54万0.20%61,665 20,77850.8% $50.05万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.21%2 00.0% — 不变
SOXX ISHARES TR $150.58万0.21%2,350 1637.5% $10.44万 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $151.94万0.21%43,610 -480-1.1% -$1.67万 减仓
VGIT VANGUARD SCOTTSDALE FDS $152.48万0.21%25,781 5692.3% $3.37万 加仓
PLTR PALANTIR TECHNOLOGIES INC $153.26万0.21%13,134 -578-4.2% -$6.74万 减仓
SMIZ ZACKS TRUST $153.49万0.21%34,400 1,9876.1% $8.87万 加仓
MO ALTRIA GROUP INC $155.21万0.21%21,567 -1,587-6.9% -$11.42万 减仓
BAC BANK OF AMER CORP $155.25万0.21%27,235 4301.6% $2.45万 加仓
PM PHILIP MORRIS INTL INC $157.37万0.22%8,696 881.0% $1.59万 加仓
JBND J P MORGAN EXCHANGE TRADED F $158.01万0.22%29,535 5,69423.9% $30.46万 加仓
GBIL GOLDMAN SACHS ETF TR $158.75万0.22%15,984 -594-3.6% -$5.90万 减仓
DBL DOUBLELINE OPPORTUNISTIC CR $161.33万0.22%112,190 -2,627-2.3% -$3.78万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $162.06万0.22%18,020 3922.2% $3.53万 加仓
JNJ JOHNSON & JOHNSON $166.11万0.23%6,538 2734.4% $6.94万 加仓
IDV ISHARES TR $167.86万0.23%40,516 2040.5% $8,452 加仓
VZ VERIZON COMMUNICATIONS INC $171.02万0.23%40,378 5991.5% $2.54万 加仓
ABBV ABBVIE INC $174.43万0.24%6,930 2403.6% $6.04万 加仓
JPEF J P MORGAN EXCHANGE TRADED F $174.95万0.24%21,779 -310-1.4% -$2.49万 减仓
CWB SPDR SERIES TRUST $180.45万0.25%16,700 -414-2.4% -$4.47万 减仓
IJH ISHARES TR $181.39万0.25%23,524 -3,892-14.2% -$30.01万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $181.41万0.25%40,554 00.0% — 不变
PG PROCTER & GAMBLE CO $181.47万0.25%12,371 -481-3.7% -$7.06万 减仓
DSEP FIRST TR EXCHNG TRADED FD VI $181.70万0.25%38,301 00.0% — 不变
AXP AMERICAN EXPRESS CO $182.16万0.25%5,383 741.4% $2.50万 加仓
BUFQ FIRST TR EXCHNG TRADED FD VI $182.73万0.25%46,531 -197-0.4% -$7,736 减仓
JAVA J P MORGAN EXCHANGE TRADED F $183.75万0.25%23,140 3,63618.6% $28.87万 加仓
— FIRST TR EXCHNG TRADED FD VI $186.84万0.26%37,914 -65-0.2% -$3,203 减仓
SPCX SPACE EXPLORATION TECHN CORP $187.67万0.26%10,984 10,984— $187.67万 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $193.15万0.26%14,495 6174.4% $8.22万 加仓
T AT&T INC $193.57万0.27%93,483 22,20031.1% $45.97万 加仓
SPYG SPDR SERIES TRUST $193.73万0.27%16,281 -90-0.5% -$1.07万 减仓
UPS UNITED PARCEL SVCS INC $194.77万0.27%18,115 410.2% $4,408 加仓
BBUS J P MORGAN EXCHANGE TRADED F $195.28万0.27%14,495 -1,110-7.1% -$14.95万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $202.41万0.28%46,616 15,86651.6% $68.89万 加仓
LLY ELI LILLY & CO $202.45万0.28%1,688 -2-0.1% -$2,399 减仓
INTC INTEL CORP $203.51万0.28%14,569 5173.7% $7.22万 加仓
AGG ISHARES TR $210.09万0.29%21,225 2,61914.1% $25.92万 加仓
SCHD SCHWAB STRATEGIC TR $210.61万0.29%66,419 15,60230.7% $49.47万 加仓
MUC BLACKROCK MUNIHLDNGS CALI $213.23万0.29%194,025 00.0% — 不变
DDEC FIRST TR EXCHNG TRADED FD VI $216.74万0.30%45,749 -537-1.2% -$2.54万 减仓
MA MASTERCARD INCORPORATED $218.95万0.30%4,263 411.0% $2.11万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $220.89万0.30%128,218 16,33914.6% $28.15万 加仓
GE GE AEROSPACE $224.06万0.31%5,995 -59-1.0% -$2.21万 减仓
GEV GE VERNOVA INC $226.29万0.31%1,926 28917.7% $33.96万 加仓
FDD FIRST TR EXCHANGE-TRADED FD $228.52万0.31%123,190 -4,049-3.2% -$7.51万 减仓
TFLO ISHARES TR $229.52万0.31%45,734 -2,864-5.9% -$14.37万 减仓
SLYV SPDR SERIES TRUST $231.59万0.32%21,213 4302.1% $4.69万 加仓
O REALTY INCOME CORP $232.55万0.32%37,533 -507-1.3% -$3.14万 减仓
ZECP ZACKS TRUST $238.87万0.33%63,293 9731.6% $3.67万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $244.92万0.34%44,966 3760.8% $2.05万 加仓
LRCX LAM RESEARCH CORP $245.78万0.34%5,671 631.1% $2.73万 加仓
HD HOME DEPOT INC $246.32万0.34%6,984 791.1% $2.79万 加仓
STIP ISHARES TR $253.81万0.35%24,777 5822.4% $5.96万 加仓
PANW PALO ALTO NETWORKS INC $255.08万0.35%7,482 981.3% $3.34万 加仓
GLD SPDR GOLD TR $256.58万0.35%6,965 -1,816-20.7% -$66.90万 减仓
SLYG SPDR SERIES TRUST $259.15万0.36%21,745 5002.4% $5.96万 加仓
TNGY TORTOISE CAPITAL SERIES TRUS $270.42万0.37%277,754 19,8427.7% $19.32万 加仓
HWC HANCOCK WHITNEY CORPORATION $276.15万0.38%36,958 00.0% — 不变
— EXXON MOBIL CORP $281.86万0.39%20,611 1,99410.7% $27.27万 加仓
CVX CHEVRON CORPORATION $283.83万0.39%17,115 3,73027.9% $61.86万 加仓
MDYV SPDR SERIES TRUST $294.56万0.40%31,036 8933.0% $8.48万 加仓
XLE SELECT SECTOR SPDR TR $297.38万0.41%55,993 9671.8% $5.14万 加仓
BND VANGUARD BD INDEX FDS $309.25万0.42%42,127 -3,389-7.4% -$24.88万 减仓
IEFA ISHARES TR $309.35万0.42%32,030 -321-1.0% -$3.10万 减仓
— WISDOMTREE TR $311.79万0.43%108,360 1,0281.0% $2.96万 加仓
IMCG ISHARES TR $320.35万0.44%32,575 7422.3% $7.30万 加仓
AMD ADVANCED MICRO DEVICES INC $321.48万0.44%5,532 4077.9% $23.65万 加仓
WMT WALMART INC $328.92万0.45%29,034 6822.4% $7.73万 加仓
BA BOEING CO $346.33万0.48%15,999 40.0% $866 加仓
JPM JPMORGAN CHASE & CO $362.80万0.50%11,082 1851.7% $6.06万 加仓
FCAL FIRST TR EXCH TRADED FD III $367.88万0.50%80,134 20,26033.8% $93.01万 加仓
FALN ISHARES TR $372.66万0.51%136,451 3,5352.7% $9.65万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $373.94万0.51%66,208 2,6504.2% $14.97万 加仓
GSST GOLDMAN SACHS ETF TR $387.55万0.53%77,305 -4,561-5.6% -$22.87万 减仓
PULS PGIM ETF TR $390.88万0.54%79,673 -4,982-5.9% -$24.44万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $398.54万0.55%48,293 2,3875.2% $19.70万 加仓
COST COSTCO WHOLESALE CORPORATION $413.60万0.57%4,421 1974.7% $18.43万 加仓