13F 机构持仓

Ignite Planners, LLC

SAN CLEMENTE CA · SEC CIK 0001849348

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.2%
AAPL 4.1%
BUFR 3.7%
NVDA 2.9%
MSFT 1.8%
AMZN 1.4%
FIRST TR EXCHN 1.4%
SPDW 1.3%
SPYV 1.3%
ITA 1.3%

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
CWB SPDR SERIES TRUST $156.94万0.24%17,114 8085.0% $7.41万 加仓
SCHD SCHWAB STRATEGIC TR $155.90万0.24%50,817 40,741404.3% $124.99万 加仓
LLY ELI LILLY & CO $155.39万0.24%1,690 191.1% $1.75万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $155.24万0.24%13,878 1,1849.3% $13.24万 加仓
OKE ONEOK INC NEW $153.64万0.24%17,039 -807-4.5% -$7.28万 减仓
JNJ JOHNSON & JOHNSON $153.37万0.24%6,265 -398-6.0% -$9.74万 减仓
MO ALTRIA GROUP INC $152.64万0.24%23,154 -123-0.5% -$8,108 减仓
VGIT VANGUARD SCOTTSDALE FDS $150.39万0.23%25,212 1,1144.6% $6.64万 加仓
BMY BRISTOL-MYERS SQUIBB CO $149.49万0.23%24,710 2491.0% $1.51万 加仓
ABBV ABBVIE INC $145.69万0.22%6,690 2133.3% $4.64万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.22%2 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $143.18万0.22%19,504 4,36528.8% $32.04万 加仓
GEV GE VERNOVA INC $142.90万0.22%1,637 553.5% $4.80万 加仓
PM PHILIP MORRIS INTL INC $142.38万0.22%8,608 -43-0.5% -$7,113 减仓
QDEC FIRST TR EXCHNG TRADED FD VI $140.86万0.22%44,775 9212.1% $2.90万 加仓
COP CONOCOPHILLIPS $136.98万0.21%10,363 5255.3% $6.94万 加仓
XLP SELECT SECTOR SPDR TR $135.72万0.21%16,555 680.4% $5,575 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $134.98万0.21%44,090 -835-1.9% -$2.56万 减仓
VIG VANGUARD SPECIALIZED FUNDS $132.13万0.20%6,144 1913.2% $4.11万 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
IYJ ISHARES TR $131.22万0.20%8,894 50.1% $738 加仓
JBND J P MORGAN EXCHANGE TRADED F $130.99万0.20%23,841 8,45655.0% $46.46万 加仓
BAC BANK AMERICA CORP $130.77万0.20%26,805 1,0394.0% $5.07万 加仓
GILD GILEAD SCIENCES INC $129.32万0.20%9,275 2683.0% $3.74万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $127.41万0.20%25,275 1,4566.1% $7.34万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $127.17万0.20%15,864 -1,112-6.6% -$8.91万 减仓
SCHF SCHWAB STRATEGIC TR $125.98万0.19%50,900 37,481279.3% $92.77万 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $125.24万0.19%30,750 16,968123.1% $69.11万 加仓
SCHE SCHWAB STRATEGIC TR $124.34万0.19%37,999 -863-2.2% -$2.82万 减仓
XLRE SELECT SECTOR SPDR TR $123.85万0.19%30,417 -725-2.3% -$2.95万 减仓
GJAN FIRST TR EXCHNG TRADED FD VI $122.80万0.19%29,300 1,8106.6% $7.59万 加仓
QJUN FIRST TR EXCHNG TRADED FD VI $121.98万0.19%39,039 1,0152.7% $3.17万 加仓
SMIZ ZACKS TRUST $121.04万0.19%32,413 2,8319.6% $10.57万 加仓
LRCX LAM RESEARCH CORP $119.82万0.19%5,608 1412.6% $3.01万 加仓
PANW PALO ALTO NETWORKS INC $118.19万0.18%7,384 90.1% $1,441 加仓
JGRO J P MORGAN EXCHANGE TRADED F $115.67万0.18%13,421 2,87227.2% $24.75万 加仓
BNO UNITED STS BRENT OIL FD LP $115.08万0.18%22,223 -353-1.6% -$1.83万 减仓
PFE PFIZER INC $114.70万0.18%40,887 5391.3% $1.51万 加仓
— FIRST TR EXCHNG TRADED FD VI $110.61万0.17%42,957 -1,240-2.8% -$3.19万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $110.55万0.17%17,628 -115-0.6% -$7,212 减仓
KNG FIRST TR EXCHANGE-TRADED FD $110.05万0.17%22,593 6,01036.2% $29.27万 加仓
VHT VANGUARD WORLD FD $109.20万0.17%4,029 701.8% $1.90万 加仓
KO COCA COLA CO $106.62万0.16%14,001 5884.4% $4.48万 加仓
CSCO CISCO SYS INC $105.88万0.16%13,620 7115.5% $5.53万 加仓
NFLX NETFLIX INC. $104.39万0.16%10,859 6276.1% $6.03万 加仓
IBM INTERNATIONAL BUSINESS MACHS $104.31万0.16%4,299 1212.9% $2.94万 加仓
AMD ADVANCED MICRO DEVICES INC $104.22万0.16%5,125 1543.1% $3.13万 加仓
GMAR FIRST TR EXCHNG TRADED FD VI $103.74万0.16%24,883 00.0% — 不变
AGZ ISHARES TR $101.44万0.16%9,234 4054.6% $4.45万 加仓
GJUN FIRST TR EXCHNG TRADED FD VI $100.99万0.16%25,619 -8,148-24.1% -$32.12万 减仓
V VISA INC $99.93万0.15%3,313 -66-2.0% -$1.99万 减仓
VPU VANGUARD WORLD FD $98.03万0.15%4,898 4419.9% $8.83万 加仓
USB US BANCORP $96.79万0.15%18,584 4012.2% $2.09万 加仓
MCD MCDONALDS CORP $96.45万0.15%3,098 1344.5% $4.17万 加仓
IJR ISHARES TR $95.76万0.15%7,667 78911.5% $9.85万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $94.74万0.15%19,538 4252.2% $2.06万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $92.13万0.14%2,726 00.0% — 不变
FJUN FIRST TR EXCHNG TRADED FD VI $92.10万0.14%16,300 -4,231-20.6% -$23.91万 减仓
VOOG VANGUARD ADMIRAL FDS INC $90.85万0.14%2,228 10.0% $408 加仓
DOCT FIRST TR EXCHNG TRADED FD VI $90.46万0.14%20,829 -512-2.4% -$2.22万 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $90.22万0.14%18,834 -6,600-25.9% -$31.62万 减仓
XLF SELECT SECTOR SPDR TR $89.47万0.14%18,213 -2,452-11.9% -$12.04万 减仓
AMGN AMGEN INC $88.55万0.14%2,517 903.7% $3.17万 加仓
TFC TRUIST FINL CORP $88.15万0.14%19,213 3561.9% $1.63万 加仓
DXJ WISDOMTREE TR $86.71万0.13%5,468 -101-1.8% -$1.60万 减仓
PRU PRUDENTIAL FINL INC $86.65万0.13%8,874 1171.3% $1.14万 加仓
XLK SELECT SECTOR SPDR TR $84.31万0.13%6,344 3325.5% $4.41万 加仓
IVV ISHARES TR $84.15万0.13%1,288 -8-0.6% -$5,227 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $83.16万0.13%21,358 -2,736-11.4% -$10.65万 减仓
EW EDWARDS LIFESCIENCES CORP $83.01万0.13%10,366 00.0% — 不变
MRK MERCK & CO INC $82.63万0.13%6,855 3936.1% $4.74万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $80.93万0.12%18,014 -354-1.9% -$1.59万 减仓
SCHV SCHWAB STRATEGIC TR $79.79万0.12%26,162 11,13774.1% $33.97万 加仓
EME EMCOR GROUP INC $79.66万0.12%1,080 909.1% $6.64万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $79.04万0.12%31,786 10,13646.8% $25.20万 加仓
MLPX GLOBAL X FDS $78.88万0.12%10,683 490.5% $3,618 加仓
SHEL SHELL PLC $78.59万0.12%8,451 180.2% $1,674 加仓
SRE SEMPRA $77.07万0.12%7,954 -208-2.5% -$2.02万 减仓
SLV ISHARES SILVER TR $76.47万0.12%11,206 -721-6.0% -$4.92万 减仓
— FIRST TR EXCHNG TRADED FD VI $76.08万0.12%29,553 -1,660-5.3% -$4.27万 减仓
— FIRST TR EXCHNG TRADED FD VI $75.69万0.12%28,921 -1,033-3.4% -$2.70万 减仓
DVY ISHARES TR $75.52万0.12%5,031 -14-0.3% -$2,102 减仓
USO UNITED STS OIL FD LP $74.47万0.11%5,852 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $73.39万0.11%5,595 55511.0% $7.28万 加仓
UMC UNITED MICROELECTRONICS CORP $73.01万0.11%81,497 -3,431-4.0% -$3.07万 减仓
CTA SIMPLIFY EXCHANGE TRADED FUN $72.36万0.11%23,943 -2,532-9.6% -$7.65万 减仓
SOXX ISHARES TR $71.88万0.11%2,187 221.0% $7,231 加仓
GSK GSK PLC $71.25万0.11%12,947 -618-4.6% -$3.40万 减仓
C CITIGROUP INC $70.16万0.11%6,178 1061.7% $1.20万 加仓
PEP PEPSICO INC $70.11万0.11%4,509 3187.6% $4.94万 加仓
— FIRST TR EXCHNG TRADED FD VI $69.01万0.11%27,808 -2,013-6.8% -$5.00万 减仓
— FIRST TR EXCHNG TRADED FD VI $68.94万0.11%26,205 -795-2.9% -$2.09万 减仓
— FIRST TR EXCHNG TRADED FD VI $68.72万0.11%29,682 -490-1.6% -$1.13万 减仓
VMBS VANGUARD SCOTTSDALE FDS $68.70万0.11%14,353 -201-1.4% -$9,620 减仓
RSP INVESCO EXCHANGE TRADED FD T $66.88万0.10%3,485 270.8% $5,182 加仓
BMO BANK MONTREAL MEDIUM $66.72万0.10%4,941 -168-3.3% -$2.27万 减仓
GD GENERAL DYNAMICS CORP $66.63万0.10%1,937 1106.0% $3.78万 加仓
SCHZ SCHWAB STRATEGIC TR $66.08万0.10%28,460 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $65.96万0.10%5,047 -229-4.3% -$2.99万 减仓
HSBC HSBC HLDGS PLC $65.41万0.10%7,946 -332-4.0% -$2.73万 减仓