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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $601.18万 | 0.93% | 10,061 | -344 | -3.3% | -$20.56万 | 减仓 |
| TSLA | TESLA INC | $652.03万 | 1.01% | 17,540 | 69 | 0.4% | $2.57万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $666.56万 | 1.03% | 142,611 | -250 | -0.2% | -$1.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $700.85万 | 1.08% | 21,846 | 19,748 | 941.3% | $633.55万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $710.84万 | 1.10% | 277,239 | 12,556 | 4.7% | $32.19万 | 加仓 |
| GOOGL | ALPHABET INC | $760.92万 | 1.17% | 26,449 | 803 | 3.1% | $23.10万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $764.62万 | 1.18% | 159,584 | 7,392 | 4.9% | $35.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $794.32万 | 1.23% | 16,576 | -46 | -0.3% | -$2.20万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $805.19万 | 1.24% | 170,744 | 6,736 | 4.1% | $31.77万 | 加仓 |
| — | VIRTUS ETF TR II | $827.53万 | 1.28% | 358,079 | 17,478 | 5.1% | $40.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $835.91万 | 1.29% | 12,837 | -76 | -0.6% | -$4.95万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $844.80万 | 1.30% | 251,392 | 9,766 | 4.0% | $32.82万 | 加仓 |
| ITA | ISHARES TR | $851.50万 | 1.31% | 38,927 | 5,554 | 16.6% | $121.49万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $853.16万 | 1.32% | 151,156 | 15,435 | 11.4% | $87.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $870.39万 | 1.34% | 191,090 | 7,786 | 4.2% | $35.46万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $913.76万 | 1.41% | 272,928 | -1,749 | -0.6% | -$5.86万 | 减仓 |
| AMZN | AMAZON COM INC | $937.02万 | 1.45% | 45,005 | 629 | 1.4% | $13.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,140.70万 | 1.76% | 30,822 | 1,183 | 4.0% | $43.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,910.08万 | 2.95% | 109,538 | 1,840 | 1.7% | $32.09万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,369.55万 | 3.66% | 701,672 | 3,701 | 0.5% | $12.50万 | 加仓 |
| AAPL | APPLE INC | $2,628.28万 | 4.06% | 103,574 | 672 | 0.7% | $17.05万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,709.78万 | 4.18% | 930,933 | -17,328 | -1.8% | -$50.44万 | 减仓 |