Ignite Planners, LLC 13F 持仓 · 2026年Q2
Ignite Planners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 422 只证券,申报市值合计 7.29 亿美元。前几大持仓:SCHG(4.35%)、AAPL(4.15%)、BUFR(3.52%)。本季前 25 大持仓中:增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $31.7M | 4.35% | 936,080 | 增持 |
| 2 | AAPL | APPLE INC | $30.3M | 4.15% | 104,598 | 增持 |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | $25.6M | 3.52% | 702,030 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $22.7M | 3.12% | 113,546 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $11.4M | 1.56% | 30,454 | 减持 |
| 6 | AMZN | AMAZON COM INC | $10.8M | 1.49% | 45,449 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $9.9M | 1.36% | 13,272 | 增持 |
| 8 | GOOGL | ALPHABET INC | $9.8M | 1.35% | 27,493 | 增持 |
| 9 | SPDW | SPDR INDEX SHS FDS | $9.8M | 1.35% | 194,770 | 增持 |
| 10 | SPYV | SPDR SERIES TRUST | $9.5M | 1.30% | 155,533 | 增持 |
| 11 | ITA | ISHARES TR | $9.4M | 1.28% | 38,600 | 减持 |
| 12 | MARM | FIRST TR EXCHNG TRADED FD VI | $9.3M | 1.28% | 272,928 | 持平 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $8.7M | 1.19% | 295,276 | 增持 |
| 14 | SPIB | SPDR SERIES TRUST | $8.6M | 1.18% | 256,544 | 增持 |
| 15 | SEIX | VIRTUS ETF TR II | $8.5M | 1.17% | 366,866 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $8.4M | 1.16% | 22,784 | 增持 |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $8.2M | 1.12% | 174,056 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.0M | 1.10% | 16,004 | 减持 |
| 19 | JPIB | J P MORGAN EXCHANGE TRADED F | $7.9M | 1.09% | 163,239 | 增持 |
| 20 | TSLA | TESLA INC | $7.5M | 1.02% | 17,756 | 增持 |
| 21 | VGT | VANGUARD WORLD FD | $7.1M | 0.98% | 59,470 | 增持 |
| 22 | DJUL | FIRST TR EXCHNG TRADED FD VI | $7.1M | 0.97% | 141,107 | 减持 |
| 23 | CAT | CATERPILLAR INC | $7.0M | 0.96% | 6,563 | 减持 |
| 24 | QQQ | INVESCO QQQ TR | $6.9M | 0.95% | 9,431 | 增持 |
| 25 | AVGO | BROADCOM INC | $6.4M | 0.87% | 16,864 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR