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Well Done, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Well Done, LLC
报告期 2026-03-31 · CIK 0001667132
持仓数
197
前50大市值合计
$582.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 147 项
建仓 9
增持 83
减持 45
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
-$9.4M
91,826
-83%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH
+$3.6M
45,525
+242%
增持
SOXX
ISHARES SEMICONDUCTOR FUND
+$1.9M
6,704
+171%
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。
清仓
IYT
ISHARES TRANSPORTATION AVERAGE ETF
-$1.6M
0
-100%
增持
IVV
ISHARES CORE S&P 500
+$1.2M
98,218
+3%
清仓
WPM
WHEATON PRECIOUS METALS CORP COM
-$1.2M
0
-100%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$1.1M
0
-100%
建仓
XHS
SPDR S&P HEALTH CARE SERVICES ETF
+$1.0M
9,976
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$726.0K
110,136
-35%
建仓
VHT
VANGUARD HEALTH CARE
+$589.0K
2,382
增持
EFA
ISHARES EAFE
+$586.0K
14,230
+114%
增持
VLUE
ISHARES VALUE FACTOR
-$582.0K
170,043
+1%
增持
AAPL
APPLE INC COM
+$576.0K
28,883
+13%
增持
MSFT
MICROSOFT CORP COM
+$556.0K
12,558
+14%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$475.0K
5,570
-44%
减持
QUAL
ISHARES QUALITY FACTOR
-$413.0K
330,727
-0%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$381.0K
7,568
增持
COMT
ISHARES COMMODITIES SELECT
+$374.0K
35,036
+37%
增持
MLKN
MILLER HERMAN INC COM
-$336.0K
35,435
+0%
建仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$326.0K
6,016
清仓
DGRE
WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND
-$314.0K
0
-100%
减持
ABBV
ABBVIE INC COM
-$313.0K
58,529
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$277.0K
191
+99%
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$276.0K
7,129
增持
AMZN
AMAZON COM INC COM
+$275.0K
288
+48%
减持
GNTX
GENTEX CORP
-$271.0K
567,931
-1%
增持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$268.0K
28,160
+13%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$263.0K
30,821
-1%
清仓
BA
BOEING CO COM
-$255.0K
0
-100%
减持
SPHQ
INVESCO S&P 500 QUALITY
-$249.0K
98,449
-5%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$241.0K
419
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$234.0K
598
建仓
MA
MASTERCARD INCORPORATED CL A
+$223.0K
640
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$222.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$220.0K
2,138
清仓
SLV
ISHARES SILVER TRUST
-$216.0K
0
-100%
清仓
—
PERSHING SQUARE TONTINE HLDGS COM CL A
-$214.0K
0
-100%
减持
AIVL
WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND
-$208.0K
20,356
-7%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$207.0K
4,584
-22%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$201.0K
0
-100%
增持
ACWV
ISHARES GLOBAL MINIMUM VOLATILITY
+$186.0K
92,017
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$182.0K
9,312
+8%
增持
IYG
ISHARES U.S. FINANCIAL SERVICES ETF
+$179.0K
8,728
+11%
减持
—
EATON CORP PLC SHS
-$179.0K
5,657
-18%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$177.0K
2,186
+23%
增持
VOO
VANGUARD S&P 500 ETF
+$174.0K
6,858
+7%
增持
VWO
VANGUARD EMERGING MARKETS
+$174.0K
19,408
+32%
增持
META
FACEBOOK INC CL A
+$171.0K
1,795
+43%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$168.0K
6,677
-29%
增持
IAI
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
+$168.0K
16,376
+8%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$161.0K
10,154
+5%
减持
DON
WISDOMTREE U.S. MID-CAP
-$161.0K
49,639
-6%
增持
GOOG
ALPHABET INC CAP STK CL C
+$158.0K
236
+26%
增持
ABT
ABBOTT LABS COM
+$149.0K
52,961
+1%
减持
MCD
MCDONALDS CORP COM
-$147.0K
1,280
-35%
减持
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-$145.0K
26,036
-16%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$145.0K
32,666
+5%
减持
SIL
GLOBAL X SILVER MINERS ETF
-$141.0K
7,364
-21%
增持
WFC
WELLS FARGO CO NEW COM
+$137.0K
13,494
+25%
增持
V
VISA INC COM CL A
+$137.0K
2,808
+35%
清仓
—
GENERAL ELECTRIC CO COM
-$137.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$135.0K
13,557
+4%
增持
IJR
ISHARES S&P SMALL-CAP
-$135.0K
43,040
+1%
减持
SPY
SPDR S&P 500
-$132.0K
12,687
-3%
增持
BAC
BK OF AMERICA CORP COM
+$130.0K
11,974
+31%
增持
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
+$128.0K
22,063
+9%
增持
CL
COLGATE PALMOLIVE CO COM
-$123.0K
28,736
+2%
减持
VOE
VANGUARD MID-CAP VALUE
-$113.0K
18,698
-4%
增持
XTN
SPDR S&P TRANSPORTATION ETF
+$110.0K
13,477
+8%
增持
CRM
SALESFORCE COM INC COM
+$107.0K
1,286
+30%
增持
DHR
DANAHER CORPORATION COM
+$102.0K
1,700
+10%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$102.0K
7,796
+12%
增持
EEMV
ISHARES EMERGING MINIMUM VOLATILITY
-$102.0K
96,016
+1%
减持
LBRT
LIBERTY OILFIELD SVCS INC COM CL A
-$99.0K
10,799
-33%
增持
HD
HOME DEPOT INC COM
+$95.0K
2,471
+10%
增持
JNJ
JOHNSON & JOHNSON COM
+$94.0K
15,899
+6%
减持
DGRO
ISHARES DIVIDEND GROWTH
-$94.0K
248,999
-1%
减持
MTUM
ISHARES MOMENTUM FACTOR
+$91.0K
146,217
-1%
增持
PFE
PFIZER INC COM
+$90.0K
11,943
+10%
增持
XSD
SPDR S&P SEMICONDUCTOR ETF
+$86.0K
6,926
+4%
减持
USMV
ISHARES USA MINIMUM VOLATILITY
-$85.0K
272,961
-0%
增持
XMLV
INVESCO MID-CAP LOW VOLATILITY
-$83.0K
116,918
+0%
增持
WMT
WALMART INC COM
+$79.0K
3,065
+24%
减持
SUI
SUN CMNTYS INC COM
+$78.0K
6,685
-1%
增持
AMGN
AMGEN INC COM
-$70.0K
2,299
+0%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$66.0K
15,842
+8%
减持
VTV
VANGUARD VALUE INDEX
-$64.0K
27,366
-0%
减持
SCHE
SCHWAB EMERGING MARKETS
-$64.0K
21,799
-1%
增持
NWL
NEWELL BRANDS INC COM
-$62.0K
12,079
+1%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$60.0K
14,487
+24%
减持
DIS
DISNEY WALT CO COM
-$59.0K
2,426
-9%
增持
—
EXXON MOBIL CORP COM
-$58.0K
15,211
+1%
减持
UBER
UBER TECHNOLOGIES INC COM
-$58.0K
8,578
-3%
增持
CSCO
CISCO SYS INC COM
+$56.0K
5,039
+22%
增持
XME
SPDR S&P METALS AND MINING ETF
+$54.0K
26,296
+8%
增持
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$53.0K
25,468
+8%
增持
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
-$53.0K
43,333
+0%
增持
XSLV
INVESCO SMALL-CAP LOW VOLATILITY
+$50.0K
92,098
+1%
增持
XHB
SPDR S&P HOMEBUILDERS ETF
+$47.0K
15,669
+7%
增持
HON
HONEYWELL INTL INC COM
+$47.0K
3,601
+9%
增持
FITB
FIFTH THIRD BANCORP COM
+$42.0K
8,951
+1%
增持
INTC
INTEL CORP COM
+$40.0K
6,238
+20%
增持
BIBL
INSPIRE 100 ETF
+$38.0K
16,080
+6%
减持
NEE
NEXTERA ENERGY INC COM
+$36.0K
11,818
-3%
增持
IQLT
ISHARES INTERNATIONAL QUALITY FACTOR
-$35.0K
121,341
+1%
增持
PEP
PEPSICO INC COM
+$35.0K
2,130
+11%
增持
IJH
ISHARES S&P MID-CAP
-$33.0K
6,701
+0%
减持
RPG
INVESCO S&P 500 PURE GROWTH ETF
+$33.0K
4,934
-1%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY
-$33.0K
17,170
-1%
减持
QVAL
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF
-$32.0K
22,866
-4%
减持
MRK
MERCK & CO INC COM
-$29.0K
3,246
-7%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$27.0K
1,516
-9%
减持
PM
PHILIP MORRIS INTL INC COM
-$27.0K
4,033
-2%
增持
IVAL
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF
+$26.0K
10,343
+19%
增持
—
ROYAL DUTCH SHELL PLC SPONS ADR A
+$24.0K
5,883
+0%
减持
IAU
ISHARES GOLD TRUST
-$22.0K
44,615
-1%
增持
IGF
ISHARES GLOBAL INFRASTRUCTURE
+$22.0K
8,295
+5%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$21.0K
27,454
-0%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$19.0K
4,649
+7%
增持
—
DUPONT DE NEMOURS INC COM
-$18.0K
3,373
+6%
增持
ALL
ALLSTATE CORP COM
+$18.0K
2,285
+9%
减持
MO
ALTRIA GROUP INC COM
-$18.0K
4,939
-3%
增持
ACWI
ISHARES ACWI
-$17.0K
36,106
+1%
增持
EMR
EMERSON ELEC CO COM
+$17.0K
2,812
+9%
减持
SYK
STRYKER CORPORATION COM
+$16.0K
4,798
-0%
减持
WEC
WEC ENERGY GROUP INC COM
-$14.0K
2,360
-6%
减持
DIM
WISDOMTREE INTERNATIONAL MID-CAP
-$13.0K
3,283
-5%
增持
CVX
CHEVRON CORP NEW COM
-$13.0K
5,541
+1%
增持
RPV
INVESCO S&P 500 PURE VALUE
-$12.0K
9,074
+0%
增持
SSUS
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF
+$12.0K
36,791
+1%
减持
GLD
SPDR GOLD SHARES
-$12.0K
4,598
-1%
减持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
-$11.0K
2,126
-3%
增持
MMM
3M CO COM
-$11.0K
4,272
+12%
增持
DOW
DOW INC COM
+$11.0K
6,111
+13%
增持
SBUX
STARBUCKS CORP COM
+$10.0K
2,305
+5%
减持
QQQ
INVESCO QQQ TRUST
+$9.0K
3,893
-0%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$9.0K
4,643
+0%
增持
—
MARATHON OIL CORP COM
+$6.0K
23,662
+2%
增持
PYPL
PAYPAL HLDGS INC COM
-$5.0K
1,247
+10%
增持
ISMD
INSPIRE SMALL/MID CAP IMPACT ETF
-$4.0K
17,414
+3%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$4.0K
6,110
+3%
增持
EFAV
ISHARES EAFE MINIMUM VOLATILITY
-$4.0K
101,983
+0%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$3.0K
5,049
+0%
增持
KMB
KIMBERLY-CLARK CORP COM
+$2.0K
1,543
+2%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$1.0K
1,591
-3%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$1.0K
5,386
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.0K
2,583
+5%
