Ignite Planners, LLC
SAN CLEMENTE CA · SEC CIK 0001849348
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $3,168.30万 | 4.35% | 936,080 | 5,147 | 0.6% | $17.42万 | 加仓 |
| AAPL | APPLE INC | $3,026.82万 | 4.15% | 104,598 | 1,024 | 1.0% | $29.63万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,564.52万 | 3.52% | 702,030 | 358 | 0.1% | $1.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,272.24万 | 3.12% | 113,546 | 4,008 | 3.7% | $80.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,136.18万 | 1.56% | 30,454 | -368 | -1.2% | -$13.73万 | 减仓 |
| AMZN | AMAZON COM INC | $1,083.34万 | 1.49% | 45,449 | 444 | 1.0% | $10.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $991.12万 | 1.36% | 13,272 | 435 | 3.4% | $32.48万 | 加仓 |
| GOOGL | ALPHABET INC | $982.75万 | 1.35% | 27,493 | 1,044 | 3.9% | $37.32万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $982.15万 | 1.35% | 194,770 | 3,680 | 1.9% | $18.56万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $946.19万 | 1.30% | 155,533 | 4,377 | 2.9% | $26.63万 | 加仓 |
| ITA | ISHARES TR | $935.74万 | 1.28% | 38,600 | -327 | -0.8% | -$7.93万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $931.55万 | 1.28% | 272,928 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $869.02万 | 1.19% | 295,276 | 18,037 | 6.5% | $53.08万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $860.36万 | 1.18% | 256,544 | 5,152 | 2.0% | $17.28万 | 加仓 |
| — | VIRTUS ETF TR II | $850.69万 | 1.17% | 366,866 | 8,787 | 2.5% | $20.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $843.12万 | 1.16% | 22,784 | 938 | 4.3% | $34.71万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $819.00万 | 1.12% | 174,056 | 3,312 | 1.9% | $15.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $800.82万 | 1.10% | 16,004 | -572 | -3.5% | -$28.62万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $791.22万 | 1.09% | 163,239 | 3,655 | 2.3% | $17.72万 | 加仓 |
| TSLA | TESLA INC | $746.88万 | 1.02% | 17,756 | 216 | 1.2% | $9.09万 | 加仓 |
| VGT | VANGUARD WORLD FD | $710.78万 | 0.98% | 59,470 | 2,766 | 4.9% | $33.06万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $707.58万 | 0.97% | 141,107 | -1,504 | -1.1% | -$7.54万 | 减仓 |
| CAT | CATERPILLAR INC | $698.96万 | 0.96% | 6,563 | -299 | -4.4% | -$31.84万 | 减仓 |
| QQQ | INVESCO QQQ TR | $694.56万 | 0.95% | 9,431 | 1,282 | 15.7% | $94.42万 | 加仓 |
| AVGO | BROADCOM INC | $637.10万 | 0.87% | 16,864 | 931 | 5.8% | $35.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $615.25万 | 0.84% | 8,958 | -1,103 | -11.0% | -$75.76万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $603.52万 | 0.83% | 98,197 | 2,600 | 2.7% | $15.98万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $577.88万 | 0.79% | 476,800 | 117,743 | 32.8% | $142.70万 | 加仓 |
| — | PALMER SQUARE FUNDS TR | $542.29万 | 0.74% | 266,788 | -8,054 | -2.9% | -$16.37万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $534.35万 | 0.73% | 117,617 | 1,579 | 1.4% | $7.17万 | 加仓 |
| META | META PLATFORMS INC | $523.94万 | 0.72% | 9,301 | 208 | 2.3% | $11.72万 | 加仓 |
| IUSB | ISHARES TR | $520.92万 | 0.71% | 112,592 | 2,671 | 2.4% | $12.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $517.46万 | 0.71% | 7,889 | 485 | 6.6% | $31.81万 | 加仓 |
| QCOM | QUALCOMM INC | $504.53万 | 0.69% | 27,303 | 243 | 0.9% | $4.49万 | 加仓 |
| — | ISHARES TR | $500.02万 | 0.69% | 84,960 | 2,645 | 3.2% | $15.57万 | 加仓 |
| GOOG | ALPHABET INC | $463.44万 | 0.64% | 13,116 | 73 | 0.6% | $2.58万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $461.62万 | 0.63% | 34,306 | -193 | -0.6% | -$2.60万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $451.46万 | 0.62% | 79,897 | -3,448 | -4.1% | -$19.48万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $422.06万 | 0.58% | 52,067 | 5,413 | 11.6% | $43.88万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $422.01万 | 0.58% | 33,031 | 30 | 0.1% | $3,833 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $419.17万 | 0.58% | 74,586 | 6,396 | 9.4% | $35.95万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $415.90万 | 0.57% | 94,330 | 54 | 0.1% | $2,381 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $413.60万 | 0.57% | 4,421 | 197 | 4.7% | $18.43万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $398.54万 | 0.55% | 48,293 | 2,387 | 5.2% | $19.70万 | 加仓 |
| PULS | PGIM ETF TR | $390.88万 | 0.54% | 79,673 | -4,982 | -5.9% | -$24.44万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $387.55万 | 0.53% | 77,305 | -4,561 | -5.6% | -$22.87万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $373.94万 | 0.51% | 66,208 | 2,650 | 4.2% | $14.97万 | 加仓 |
| FALN | ISHARES TR | $372.66万 | 0.51% | 136,451 | 3,535 | 2.7% | $9.65万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $367.88万 | 0.50% | 80,134 | 20,260 | 33.8% | $93.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $362.80万 | 0.50% | 11,082 | 185 | 1.7% | $6.06万 | 加仓 |
| BA | BOEING CO | $346.33万 | 0.48% | 15,999 | 4 | 0.0% | $866 | 加仓 |
| WMT | WALMART INC | $328.92万 | 0.45% | 29,034 | 682 | 2.4% | $7.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $321.48万 | 0.44% | 5,532 | 407 | 7.9% | $23.65万 | 加仓 |
| IMCG | ISHARES TR | $320.35万 | 0.44% | 32,575 | 742 | 2.3% | $7.30万 | 加仓 |
| — | WISDOMTREE TR | $311.79万 | 0.43% | 108,360 | 1,028 | 1.0% | $2.96万 | 加仓 |
| IEFA | ISHARES TR | $309.35万 | 0.42% | 32,030 | -321 | -1.0% | -$3.10万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $309.25万 | 0.42% | 42,127 | -3,389 | -7.4% | -$24.88万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $297.38万 | 0.41% | 55,993 | 967 | 1.8% | $5.14万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $294.56万 | 0.40% | 31,036 | 893 | 3.0% | $8.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $283.83万 | 0.39% | 17,115 | 3,730 | 27.9% | $61.86万 | 加仓 |
| — | EXXON MOBIL CORP | $281.86万 | 0.39% | 20,611 | 1,994 | 10.7% | $27.27万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $276.15万 | 0.38% | 36,958 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $270.42万 | 0.37% | 277,754 | 19,842 | 7.7% | $19.32万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $259.15万 | 0.36% | 21,745 | 500 | 2.4% | $5.96万 | 加仓 |
| GLD | SPDR GOLD TR | $256.58万 | 0.35% | 6,965 | -1,816 | -20.7% | -$66.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $255.08万 | 0.35% | 7,482 | 98 | 1.3% | $3.34万 | 加仓 |
| STIP | ISHARES TR | $253.81万 | 0.35% | 24,777 | 582 | 2.4% | $5.96万 | 加仓 |
| HD | HOME DEPOT INC | $246.32万 | 0.34% | 6,984 | 79 | 1.1% | $2.79万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $245.78万 | 0.34% | 5,671 | 63 | 1.1% | $2.73万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $244.92万 | 0.34% | 44,966 | 376 | 0.8% | $2.05万 | 加仓 |
| ZECP | ZACKS TRUST | $238.87万 | 0.33% | 63,293 | 973 | 1.6% | $3.67万 | 加仓 |
| O | REALTY INCOME CORP | $232.55万 | 0.32% | 37,533 | -507 | -1.3% | -$3.14万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $231.59万 | 0.32% | 21,213 | 430 | 2.1% | $4.69万 | 加仓 |
| TFLO | ISHARES TR | $229.52万 | 0.31% | 45,734 | -2,864 | -5.9% | -$14.37万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $228.52万 | 0.31% | 123,190 | -4,049 | -3.2% | -$7.51万 | 减仓 |
| GEV | GE VERNOVA INC | $226.29万 | 0.31% | 1,926 | 289 | 17.7% | $33.96万 | 加仓 |
| GE | GE AEROSPACE | $224.06万 | 0.31% | 5,995 | -59 | -1.0% | -$2.21万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $220.89万 | 0.30% | 128,218 | 16,339 | 14.6% | $28.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $218.95万 | 0.30% | 4,263 | 41 | 1.0% | $2.11万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $216.74万 | 0.30% | 45,749 | -537 | -1.2% | -$2.54万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $213.23万 | 0.29% | 194,025 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $210.61万 | 0.29% | 66,419 | 15,602 | 30.7% | $49.47万 | 加仓 |
| AGG | ISHARES TR | $210.09万 | 0.29% | 21,225 | 2,619 | 14.1% | $25.92万 | 加仓 |
| INTC | INTEL CORP | $203.51万 | 0.28% | 14,569 | 517 | 3.7% | $7.22万 | 加仓 |
| LLY | ELI LILLY & CO | $202.45万 | 0.28% | 1,688 | -2 | -0.1% | -$2,399 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $202.41万 | 0.28% | 46,616 | 15,866 | 51.6% | $68.89万 | 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 |
| UPS | UNITED PARCEL SVCS INC | $194.77万 | 0.27% | 18,115 | 41 | 0.2% | $4,408 | 加仓 |
| SPYG | SPDR SERIES TRUST | $193.73万 | 0.27% | 16,281 | -90 | -0.5% | -$1.07万 | 减仓 |
| T | AT&T INC | $193.57万 | 0.27% | 93,483 | 22,200 | 31.1% | $45.97万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $193.15万 | 0.26% | 14,495 | 617 | 4.4% | $8.22万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $187.67万 | 0.26% | 10,984 | 10,984 | — | $187.67万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $186.84万 | 0.26% | 37,914 | -65 | -0.2% | -$3,203 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $183.75万 | 0.25% | 23,140 | 3,636 | 18.6% | $28.87万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $182.73万 | 0.25% | 46,531 | -197 | -0.4% | -$7,736 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $182.16万 | 0.25% | 5,383 | 74 | 1.4% | $2.50万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $181.70万 | 0.25% | 38,301 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $181.47万 | 0.25% | 12,371 | -481 | -3.7% | -$7.06万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $181.41万 | 0.25% | 40,554 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $181.39万 | 0.25% | 23,524 | -3,892 | -14.2% | -$30.01万 | 减仓 |