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Ignite Planners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ignite Planners, LLC
报告期 2026-03-31 · CIK 1849348
持仓数
393
前50大市值合计
$361.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 74
增持 36
减持 20
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
DJUL
FIRST TR EXCHNG TRADED FD VI
+$8.0M
274,424
+657%
建仓
PULS
PGIM ETF TR
+$4.2M
84,793
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$3.4M
90,533
-49%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
SPYV
SPDR SER TR
+$3.2M
77,696
减持
AAPL
APPLE INC
-$3.1M
127,151
-4%
建仓
SEIX
VIRTUS ETF TR II
+$2.6M
110,502
增持
SCHG
SCHWAB STRATEGIC TR
+$2.5M
199,081
+23%
增持
SPIB
SPDR SER TR
+$2.5M
97,238
+484%
建仓
SPDW
SPDR INDEX SHS FDS
+$2.5M
81,527
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$2.2M
114,001
+697%
建仓
ELD
WISDOMTREE TR
+$2.0M
78,926
减持
EDOW
FIRST TR EXCHANGE TRADED FD
-$1.9M
133,680
-32%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$1.9M
37,456
建仓
PFFD
GLOBAL X FDS
+$1.8M
101,363
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.6M
35,517
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
26,455
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.5M
73,846
建仓
IRM
IRON MTN INC DEL
+$1.2M
20,511
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$1.2M
52,448
增持
NVDA
NVIDIA CORPORATION
+$1.1M
9,267
+30%
建仓
MDYV
SPDR SER TR
+$1.1M
17,520
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.1M
24,569
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$1.0M
37,126
-45%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$1.0M
11,054
建仓
GSK
GSK PLC
+$996.1K
27,546
建仓
GSST
GOLDMAN SACHS ETF TR
+$938.8K
18,867
增持
JPM
JPMORGAN CHASE & CO
+$933.4K
17,261
+63%
建仓
FALN
ISHARES TR
+$930.1K
38,197
建仓
TCPC
BLACKROCK TCP CAPITAL CORP
+$901.2K
82,603
建仓
WMB
WILLIAMS COS INC
+$893.0K
26,769
增持
SPYG
SPDR SER TR
+$871.1K
27,131
+122%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$866.7K
55,492
+183%
建仓
FSK
FS KKR CAP CORP
+$861.3K
44,698
建仓
SRE
SEMPRA
+$860.7K
12,992
建仓
BMO
BANK MONTREAL QUE
+$858.8K
10,625
建仓
IMCG
ISHARES TR
+$855.6K
15,226
建仓
UMC
UNITED MICROELECTRONICS CORP
+$855.3K
122,884
增持
AMZN
AMAZON COM INC
+$853.5K
39,234
+25%
增持
GOOG
ALPHABET INC
+$844.3K
15,286
+49%
建仓
SLYV
SPDR SER TR
+$817.9K
11,693
建仓
MMM
3M CO
+$816.5K
9,296
增持
CVX
CHEVRON CORP NEW
+$802.2K
14,274
+43%
建仓
STAG
STAG INDL INC
+$797.6K
23,382
建仓
QWLD
SPDR INDEX SHS FDS
+$795.7K
7,925
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$793.8K
68,023
+37%
增持
META
META PLATFORMS INC
+$792.2K
8,511
+37%
建仓
SLYG
SPDR SER TR
+$776.7K
10,825
建仓
GBIL
GOLDMAN SACHS ETF TR
+$769.3K
7,706
增持
T
AT&T INC
+$752.6K
110,620
+94%
增持
PM
PHILIP MORRIS INTL INC
+$739.3K
13,915
+151%
建仓
CCI
CROWN CASTLE INC
+$728.5K
8,111
建仓
—
ICL GROUP LTD
+$725.8K
132,682
建仓
TFLO
ISHARES TR
+$708.5K
14,008
建仓
IP
INTERNATIONAL PAPER CO
+$694.4K
19,870
建仓
MC
MOELIS & CO
+$686.8K
15,391
增持
MO
ALTRIA GROUP INC
+$676.7K
29,448
+142%
建仓
NVS
NOVARTIS AG
+$666.1K
6,929
建仓
KHC
KRAFT HEINZ CO
+$663.2K
20,518
建仓
VLY
VALLEY NATL BANCORP
+$591.6K
73,302
减持
ITA
ISHARES TR
-$589.7K
22,766
-10%
减持
DXCM
DEXCOM INC
-$585.3K
11,934
-5%
减持
FLOT
ISHARES TR
-$579.3K
7,407
-61%
建仓
—
UNILEVER PLC
+$570.0K
11,647
建仓
XLRE
SELECT SECTOR SPDR TR
+$553.8K
16,565
增持
TSLA
TESLA INC
+$547.1K
21,461
+17%
增持
GOOGL
ALPHABET INC
+$546.5K
17,281
+15%
建仓
LAND
GLADSTONE LD CORP
+$524.7K
37,668
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$515.9K
5,654
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$511.5K
0
-100%
建仓
PSA
PUBLIC STORAGE
+$487.7K
1,884
建仓
ISRG
INTUITIVE SURGICAL INC
+$472.8K
1,630
增持
VCR
VANGUARD WORLD FDS
+$470.4K
14,443
+22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$470.0K
51,448
+58%
增持
C
CITIGROUP INC
+$468.4K
18,274
+221%
清仓
GLD
SPDR GOLD TR
-$467.7K
0
-100%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$461.6K
8,869
-61%
建仓
BIDU
BAIDU INC
+$452.9K
3,481
减持
MSFT
MICROSOFT CORP
-$444.9K
23,670
-0%
建仓
CAG
CONAGRA BRANDS INC
+$434.4K
16,708
建仓
PKST
PEAKSTONE REALTY TRUST
+$424.8K
26,955
清仓
BSV
VANGUARD BD INDEX FDS
-$424.1K
0
-100%
清仓
EZU
ISHARES INC
-$418.1K
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$414.8K
9,590
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$414.1K
16,500
建仓
IOO
ISHARES TR
+$412.1K
5,635
清仓
VYM
VANGUARD WHITEHALL FDS
-$409.0K
0
-100%
清仓
PFF
ISHARES TR
-$405.0K
0
-100%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$399.5K
0
-100%
减持
SQ
BLOCK INC
-$393.6K
14,179
-4%
建仓
GBF
ISHARES TR
+$393.3K
3,971
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$391.0K
34,134
-17%
增持
BA
BOEING CO
-$388.6K
16,585
+1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$387.1K
4,627
清仓
GVI
ISHARES TR
-$381.8K
0
-100%
建仓
KCE
SPDR SER TR
+$379.9K
4,446
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$376.6K
7,528
增持
PFE
PFIZER INC
+$357.9K
38,265
+47%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$353.5K
0
-100%
建仓
FINS
ANGEL OAK FINL STRATEGIES IN
+$349.5K
29,268
减持
XLP
SELECT SECTOR SPDR TR
-$341.7K
33,490
-5%
增持
V
VISA INC
+$335.1K
6,863
+28%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$333.5K
5,758
-43%
建仓
MDYG
SPDR SER TR
+$323.1K
4,778
清仓
EFG
ISHARES TR
-$321.4K
0
-100%
建仓
DAVA
ENDAVA PLC
+$303.0K
5,429
增持
MA
MASTERCARD INCORPORATED
+$301.9K
11,228
+6%
增持
PYPL
PAYPAL HLDGS INC
+$301.2K
10,413
+134%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$297.8K
15,896
-35%
建仓
CPNG
COUPANG INC
+$292.1K
17,005
建仓
TMUS
T-MOBILE US INC
+$289.0K
2,103
建仓
SYK
STRYKER CORPORATION
+$287.8K
1,087
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$282.3K
16,223
建仓
STZ
CONSTELLATION BRANDS INC
+$266.9K
1,106
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$266.4K
41,632
-15%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$261.6K
175,121
+34%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$258.3K
0
-100%
增持
ILMN
ILLUMINA INC
+$250.8K
4,428
+121%
建仓
INTU
INTUIT
+$246.3K
477
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$243.8K
195,091
+0%
建仓
WSM
WILLIAMS SONOMA INC
+$234.2K
1,550
减持
IYJ
ISHARES TR
-$233.3K
4,193
-32%
增持
GE
GENERAL ELECTRIC CO
+$231.9K
5,545
+62%
清仓
MDB
MONGODB INC
-$228.1K
0
-100%
建仓
ENPH
ENPHASE ENERGY INC
+$227.6K
1,962
增持
KO
COCA COLA CO
-$225.8K
34,942
+2%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$219.2K
81,311
-3%
建仓
—
MARATHON OIL CORP
+$216.2K
8,918
建仓
CION
CION INVT CORP
+$213.9K
20,992
清仓
LNT
ALLIANT ENERGY CORP
-$213.3K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$213.2K
13,191
清仓
KMB
KIMBERLY-CLARK CORP
-$210.0K
0
-100%
建仓
TDOC
TELADOC HEALTH INC
+$208.9K
11,260
减持
PEP
PEPSICO INC
-$208.5K
4,350
-12%
增持
COST
COSTCO WHSL CORP NEW
+$207.3K
3,776
+2%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$207.0K
0
-100%
清仓
FIW
FIRST TR EXCHANGE TRADED FD
-$207.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$204.9K
1,747
+107%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$201.9K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$201.7K
0
-100%
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$201.1K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$200.8K
1,031
建仓
FIAX
TIDAL ETF TR II
+$200.2K
10,239
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$199.7K
73,668
-1%
清仓
—
EL PASO ENERGY CAP TR I
-$199.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$197.1K
17,500
+6%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$190.5K
55,391
+51%
增持
LLY
ELI LILLY & CO
+$184.6K
2,030
+0%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$179.5K
13,092
建仓
JLS
NUVEEN MORTGAGE AND INCOME F
+$179.2K
11,219
减持
ITB
ISHARES TR
-$173.5K
5,172
-25%