IP

Ignite Planners, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$6.5亿

申报季度: 2026-03-31 · 持股只数: 393

Ignite Planners, LLC在最新一期 13F 报告中披露了 393 项持股，申报期为 2026-03-31，总持股市值约为 US$6.5亿，季度换手率为 11.6%。

浏览其他1 亿至 10 亿美元机构浏览其他以“I”开头的机构

机构性格雪花图

集中度
4.28
持仓稳定性
11.56
动能／逆势
100
行业集中度
66.28
多样化
100
仓位均衡度
82.09

近期动向

  • 加仓 VTI

    +941.3%　US$629.4万

  • 减仓 SCHG

    -1.8%　-US$324.7万

  • 减仓 SKYY

    -37.0%　-US$275.2万

  • 加仓 BND

    +297.7%　US$250.2万

  • 减仓 NVDA

    +1.7%　-US$148.3万

  • 减仓 MSFT

    +4.0%　-US$134.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SCHGSchwab US Large-cap GrowthETF-其他4.18%-0.46%-1.83%
2AAPLApple INC股票-科技4.06%-0.03%+0.65%
3BUFRFt Vest Lad Buffervetf-usd IETF-其他3.66%-0.03%+0.53%
4NVDANvidia CORP股票-科技2.95%-0.20%+1.71%
5MSFTMicrosoft CORP股票-科技1.76%-0.19%+3.99%
6AMZNAmazon.com INC股票-周期性消费1.45%-0.17%+1.42%
7MARMFtvestus Max Buff ETF MarchETF-其他1.41%—-0.64%
8SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.34%—+4.25%
9SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.32%+0.11%+11.37%
10ITAIshares U.s. Aerospace & DefETF-其他1.31%+0.12%+16.64%
11SPIBSs Spdr P Int C CORP ETFETF-其他1.30%—+4.04%
12SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.29%-0.08%-0.59%
13SEIXVirtus Seix Senior Loan ETFETF-其他1.28%+0.07%+5.13%
14JCPBJpmorgan Core Plus Bond ETFETF-其他1.24%—+4.11%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.23%—-0.28%
16JPIBJpmorgan Intl Bnd ETFETF-其他1.18%—+4.86%
17GOOGLAlphabet Inc-cl A股票-通信服务1.17%-0.15%+3.13%
18SCHXSchwab US Large-cap ETFETF-其他1.10%—+4.74%
19VTIVanguard Total Stock Mkt ETFETF-其他1.08%+0.97%+941.28%
20DJULFt Vest US Equity Deep BuffeETF-其他1.03%—-0.17%
21TSLATesla INC股票-周期性消费1.01%-0.14%+0.39%
22VOOVanguard S&p 500 ETFETF-大型股与成长0.93%-0.08%-3.31%
23TRMKTrustmark CORP股票-其他0.93%—+0.15%
24PSQAPlmr Sq Senior Debt ETFETF-其他0.86%—-0.61%
25JEPQJPM Nasdaq Equity PremiumETF-科技型0.82%-0.05%+0.31%
26METAMeta Platforms Inc-class A股票-通信服务0.80%-0.19%+1.16%
27IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.79%—+4.35%
28VGTVanguard Info Tech ETFETF-科技型0.76%-0.06%-1.42%
29AVGOBroadcom INC股票-科技0.76%—+0.92%
30CATCaterpillar INC股票-工业0.75%+0.07%+1.52%
31EYLDCambria Emerg Shrhldr YieldETF-其他0.74%—-1.55%
32QQQInvesco Qqq Trust Series 1ETF-科技型0.73%-0.06%-2.31%
33FAUGFt Vest U.s. Equity Buffer EETF-其他0.67%—+6.32%
34GLOFIshares Global Equity FactorETF-其他0.66%—+0.34%
35COSTCostco Wholesale CORP股票-非周期性消费0.65%—-0.66%
36PULSPgim Ultra Short Bond ETFETF-其他0.65%—-1.85%
37NACNuveen Ca Qlty Muni INC股票-其他0.65%—+0.48%
38GSSTGoldman Sachs Ultra Short BoETF-避险与商品0.64%—-1.43%
39EDOWFirst Trust Dow 30 Eql WghtETF-其他0.59%—+0.06%
40RWLInvesco S&p 500 Revenue ETFETF-大型股与成长0.59%—-0.43%
41GLDSpdr Gold SharesETF-避险与商品0.58%—-1.92%
42SKYYFirst Trust Cloud ComputingETF-其他0.58%-0.42%-37.01%
43GOOGAlphabet Inc-cl C股票-通信服务0.58%-0.08%+1.79%
44JEPIJpmorgan Equity Premium IncoETF-其他0.56%—+0.85%
45FMAYFt Vest US Equity Buffer ETFETF-其他0.56%—-4.10%
46FALNIshares Fallen Angels ETFETF-其他0.55%—+4.95%
47WMTWalmart INC股票-非周期性消费0.54%—+2.54%
48JIREJpmorgan Int Res Enh EqtyETF-其他0.54%+0.16%+44.37%
49QCOMQualcomm INC股票-科技0.54%-0.09%-0.10%
50XLESs Energy Select SectorETF-其他0.52%+0.17%+23.96%
1–50 of 393

本季持股变动

Ignite Planners, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Baidu INC - Spon Adr (BIDU); 清仓: Alibaba Group Holding-sp Adr (BABA); 清仓: Cadence Bank (CADE); 清仓: Royal Caribbean Cruises Ltd. (RCL); 新建仓: Huntington Bancshares INC (HBAN).

Ignite Planners, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VTIVanguard Total Stock Mkt ETF+1%+941.28%加仓
2BNDVanguard Total Bond Market+0.4%+297.69%加仓
3SCHDSchwab US Dvd Equity ETF+0.2%+404.34%加仓
4XLESs Energy Select Sector+0.2%+23.96%加仓
5JIREJpmorgan Int Res Enh Eqty+0.2%+44.37%加仓
6SCHFSchwab Intl Equity ETF+0.1%+279.31%加仓
7HWCHancock Whitney CORP+0.1%+60.03%加仓
8ITAIshares U.s. Aerospace & Def+0.1%+16.64%加仓
9AFLGFirst Trust Active Factor La+0.1%+123.12%加仓
10SPYVSs Spdr P S&p 500 Value ETF+0.1%+11.37%加仓
11XOMExxon Mobil CORP+0.1%+3.79%加仓
12RDVYFirst Trust Rising Dividend+0.1%+21.62%加仓
13JBNDJpmorgan Active Bond ETF+0.1%+54.96%加仓
14LYBLyondellBasell Industries N.V.+0.1%-6.55%减仓
15CVXChevron CORP+0.1%+1.49%加仓
16CATCaterpillar INC+0.1%+1.52%加仓
17BNOUnited States Brent Oil Fund+0.1%-1.56%减仓
18SEIXVirtus Seix Senior Loan ETF+0.1%+5.13%加仓
19COPConocophillips+0.1%+5.34%加仓
20SCHVSchwab US Large-cap Value+0.1%+74.12%加仓
21BUFRFt Vest Lad Buffervetf-usd I0%+0.53%加仓
22AAPLApple INC0%+0.65%加仓
23JEPQJPM Nasdaq Equity Premium-0.1%+0.31%加仓
24DNOVFt Vest US Equity Deep Buffe-0.1%-25.95%减仓
25GJUNFt Vest US Equity Moderate B-0.1%-24.13%减仓
26GMAYFt Vest U.s. Equity Moderate-0.1%-33.41%减仓
27QQQInvesco Qqq Trust Series 1-0.1%-2.31%减仓
28VGTVanguard Info Tech ETF-0.1%-1.42%减仓
29VOOVanguard S&p 500 ETF-0.1%-3.31%减仓
30GOOGAlphabet Inc-cl C-0.1%+1.79%加仓
31SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.59%减仓
32BABoeing Co/the-0.1%—不变
33QCOMQualcomm INC-0.1%-0.10%减仓
34BBINJPM Betabuilders Intl Eqty-0.1%-64.04%减仓
35TSLATesla INC-0.1%+0.39%加仓
36GOOGLAlphabet Inc-cl A-0.2%+3.13%加仓
37AMZNAmazon.com INC-0.2%+1.42%加仓
38MSFTMicrosoft CORP-0.2%+3.99%加仓
39METAMeta Platforms Inc-class A-0.2%+1.16%加仓
40NVDANvidia CORP-0.2%+1.71%加仓
41SKYYFirst Trust Cloud Computing-0.4%-37.01%减仓
42SCHGSchwab US Large-cap Growth-0.5%-1.83%减仓
43BIDUBaidu INC - Spon Adr—EXIT清仓
44BABAAlibaba Group Holding-sp Adr—EXIT清仓
45CADECadence Bank—EXIT清仓
46RCLRoyal Caribbean Cruises Ltd.—EXIT清仓
47HBANHuntington Bancshares INC—NEW新建仓
48TDIVFt Nasdaq Tech Dvd Index Fd—NEW新建仓
49IWBIshares Russell 1000 ETF—EXIT清仓
50ACNAccenture plc—EXIT清仓

FAQ

Ignite Planners, LLC 是什么机构？属于哪种投资人类型？
Ignite Planners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.5亿，分布在 393 个已申报仓位之中。
Ignite Planners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ignite Planners, LLC 按市值排列的前几大持股为： 1. Schwab US Large-cap Growth (SCHG) — US$2709.8万 (4.2%) 2. Apple INC (AAPL) — US$2628.3万 (4.1%) 3. Ft Vest Lad Buffervetf-usd I (BUFR) — US$2369.5万 (3.7%) 4. Nvidia CORP (NVDA) — US$1910.1万 (3.0%) 5. Microsoft CORP (MSFT) — US$1140.7万 (1.8%)
Ignite Planners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ignite Planners, LLC 共进行了 49 项显著调整：新建仓 2 个仓位、加仓 28 个既有持股、减仓 13 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：清仓: Baidu INC - Spon Adr (BIDU); 清仓: Alibaba Group Holding-sp Adr (BABA); 清仓: Cadence Bank (CADE); 清仓: Royal Caribbean Cruises Ltd. (RCL); 新建仓: Huntington Bancshares INC (HBAN)
Ignite Planners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ignite Planners, LLC 的主要板块分布如下： • Information Technology: 40.8% • Communication Services: 11.8% • Consumer Discretionary: 11.1% • Financials: 10.4% • Industrials: 8.2% • Consumer Staples: 7.0%

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