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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 22
增持 64
减持 53
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES QUALITY FACTOR
+$4.8M
332,035
+0%
减持
IVV
ISHARES CORE S&P 500
+$4.4M
98,007
-0%
清仓
—
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF
-$2.8M
0
-100%
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。
增持
VLUE
ISHARES VALUE FACTOR
+$2.1M
175,409
+3%
减持
USMV
ISHARES USA MINIMUM VOLATILITY
+$1.8M
269,775
-1%
增持
ABBV
ABBVIE INC COM
+$1.6M
58,700
+0%
增持
MTUM
ISHARES MOMENTUM FACTOR
+$1.3M
148,147
+1%
建仓
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$1.2M
12,318
减持
ABT
ABBOTT LABS COM
+$1.2M
52,811
-0%
增持
QQQ
INVESCO QQQ TRUST
+$1.1M
6,293
+62%
清仓
XME
SPDR S&P METALS AND MINING ETF
-$1.1M
0
-100%
增持
AAPL
APPLE INC COM
+$1.1M
29,555
+2%
增持
SOXX
ISHARES SEMICONDUCTOR FUND
+$1.1M
7,462
+11%
增持
COMT
ISHARES COMMODITIES SELECT
+$1.0M
74,417
+112%
清仓
XHS
SPDR S&P HEALTH CARE SERVICES ETF
-$1.0M
0
-100%
增持
ACWV
ISHARES GLOBAL MINIMUM VOLATILITY
+$1.0M
96,892
+5%
减持
DGRO
ISHARES DIVIDEND GROWTH
+$988.0K
242,854
-2%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$917.0K
5,275
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH
+$865.0K
51,784
+14%
减持
GNTX
GENTEX CORP
+$856.0K
562,022
-1%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$851.0K
11,833
+17%
清仓
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-$775.0K
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$768.0K
12,809
+2%
增持
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$717.0K
28,964
+14%
建仓
DE
DEERE & CO COM
+$676.0K
1,973
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY
-$662.0K
4,550
-74%
增持
PG
PROCTER AND GAMBLE CO COM
+$652.0K
15,568
+15%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$622.0K
30,214
-2%
建仓
CAT
CATERPILLAR INC COM
+$617.0K
2,985
增持
MCD
MCDONALDS CORP COM
+$614.0K
3,442
+169%
增持
VOO
VANGUARD S&P 500 ETF
+$613.0K
7,600
+11%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$599.0K
35,640
+9%
清仓
VHT
VANGUARD HEALTH CARE
-$589.0K
0
-100%
减持
XMLV
INVESCO MID-CAP LOW VOLATILITY
+$588.0K
115,109
-2%
增持
SSUS
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF
+$579.0K
48,719
+32%
减持
SPY
SPDR S&P 500
+$534.0K
12,586
-1%
增持
PEP
PEPSICO INC COM
+$497.0K
4,706
+121%
增持
IJR
ISHARES S&P SMALL-CAP
+$494.0K
45,359
+5%
建仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$429.0K
19,630
增持
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
+$416.0K
25,268
+15%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$394.0K
10,339
-20%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$392.0K
18,537
+17%
增持
IAI
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
+$377.0K
18,937
+16%
减持
SPHQ
INVESCO S&P 500 QUALITY
+$371.0K
96,801
-2%
清仓
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
-$366.0K
0
-100%
减持
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$366.0K
7,272
-56%
建仓
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$356.0K
6,401
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$351.0K
6,723
减持
XSLV
INVESCO SMALL-CAP LOW VOLATILITY
+$346.0K
89,945
-2%
增持
IYG
ISHARES U.S. FINANCIAL SERVICES ETF
+$338.0K
10,254
+17%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$327.0K
27,284
-1%
清仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$326.0K
0
-100%
增持
XSD
SPDR S&P SEMICONDUCTOR ETF
+$322.0K
6,963
+1%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
+$318.0K
1,942
减持
VTV
VANGUARD VALUE INDEX
+$317.0K
27,343
-0%
增持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$317.0K
32,747
+16%
减持
CL
COLGATE PALMOLIVE CO COM
+$264.0K
28,546
-1%
建仓
VB
VANGUARD SMALL-CAP INDEX FUND
+$259.0K
1,146
清仓
SIL
GLOBAL X SILVER MINERS ETF
-$258.0K
0
-100%
增持
HD
HOME DEPOT INC COM
+$254.0K
2,565
+4%
增持
SYK
STRYKER CORPORATION COM
+$248.0K
5,656
+18%
建仓
NKE
NIKE INC CL B
+$242.0K
1,451
增持
NEE
NEXTERA ENERGY INC COM
+$240.0K
12,510
+6%
建仓
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$240.0K
4,633
建仓
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$240.0K
3,874
增持
XHB
SPDR S&P HOMEBUILDERS ETF
+$238.0K
15,882
+1%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$234.0K
658
清仓
—
DUPONT DE NEMOURS INC COM
-$229.0K
0
-100%
建仓
SCHP
SCHWAB U.S. TIPS ETF
+$224.0K
3,566
建仓
KO
COCA COLA CO COM
+$222.0K
3,754
增持
—
EXXON MOBIL CORP COM
+$220.0K
18,218
+20%
清仓
GE
GENERAL ELECTRIC CO COM NEW
-$220.0K
0
-100%
清仓
ARKK
ARK INNOVATION ETF
-$219.0K
0
-100%
建仓
VO
VANGUARD MID-CAP INDEX FUND
+$219.0K
859
增持
IQLT
ISHARES INTERNATIONAL QUALITY FACTOR
+$218.0K
122,239
+1%
建仓
QABA
FIRST TRUST NASDAQ ABA COMMUNITY BANK
+$212.0K
3,594
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$209.0K
313
增持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
+$206.0K
1,941
+14%
建仓
UNP
UNION PAC CORP COM
+$205.0K
814
建仓
MBWM
MERCANTILE BK CORP COM
+$203.0K
5,781
建仓
BA
BOEING CO COM
+$202.0K
1,002
建仓
SOFI
SOFI TECHNOLOGIES INC COM
+$201.0K
12,705
减持
ACWI
ISHARES ACWI
+$185.0K
35,858
-1%
增持
—
MACATAWA BK CORP COM
+$172.0K
91,434
+16%
减持
MMM
3M CO COM
-$171.0K
3,256
-24%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$167.0K
4,574
+56%
减持
BAC
BK OF AMERICA CORP COM
-$163.0K
7,749
-35%
减持
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
-$163.0K
6,734
-27%
增持
—
EATON CORP PLC SHS
+$162.0K
5,828
+3%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$158.0K
6,955
-11%
增持
RPV
INVESCO S&P 500 PURE VALUE
+$147.0K
10,328
+14%
增持
AIVL
WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND
+$146.0K
20,361
+0%
减持
SUI
SUN CMNTYS INC COM
+$144.0K
6,575
-2%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$134.0K
2,009
-8%
增持
CSCO
CISCO SYS INC COM
+$133.0K
6,422
+27%
减持
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
+$129.0K
43,192
-0%
增持
XTN
SPDR S&P TRANSPORTATION ETF
+$123.0K
13,660
+1%
减持
PFE
PFIZER INC COM
+$122.0K
10,778
-10%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$117.0K
102,835
-7%
减持
IJH
ISHARES S&P MID-CAP
+$115.0K
6,633
-1%
增持
AMZN
AMAZON COM INC COM
+$114.0K
318
+10%
增持
GOOG
ALPHABET INC CAP STK CL C
+$109.0K
255
+8%
减持
JPM
JPMORGAN CHASE & CO COM
-$102.0K
8,982
-4%
减持
DON
WISDOMTREE U.S. MID-CAP
+$99.0K
48,622
-2%
减持
VOE
VANGUARD MID-CAP VALUE
-$89.0K
16,767
-10%
减持
VWO
VANGUARD EMERGING MARKETS
-$88.0K
17,854
-8%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$85.0K
635
+6%
减持
EFAV
ISHARES EAFE MINIMUM VOLATILITY
+$84.0K
101,178
-1%
减持
CVX
CHEVRON CORP NEW COM
+$82.0K
5,491
-1%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$80.0K
12,464
+100%
增持
MA
MASTERCARD INCORPORATED CL A
+$73.0K
824
+29%
增持
PYPL
PAYPAL HLDGS INC COM
-$70.0K
1,349
+8%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$66.0K
1,497
-1%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$64.0K
5,725
-14%
减持
QVAL
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF
+$58.0K
22,584
-1%
减持
—
MARATHON OIL CORP COM
+$58.0K
23,220
-2%
增持
MLKN
MILLERKNOLL INC COM
+$57.0K
35,497
+0%
减持
NWL
NEWELL BRANDS INC COM
-$56.0K
9,659
-20%
增持
IYE
ISHARES U.S. ENERGY ETF
+$49.0K
22,670
+1%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$47.0K
1,316
-17%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$44.0K
503
+20%
减持
HON
HONEYWELL INTL INC COM
-$34.0K
3,500
-3%
增持
—
ROYAL DUTCH SHELL PLC SPONS ADR A
+$34.0K
6,821
+16%
增持
DIS
DISNEY WALT CO COM
-$34.0K
2,427
+0%
减持
ALL
ALLSTATE CORP COM
-$33.0K
2,191
-4%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$31.0K
6,200
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$31.0K
187
-2%
减持
EEMV
ISHARES EMERGING MINIMUM VOLATILITY
-$28.0K
95,328
-1%
增持
DOW
DOW INC COM
+$27.0K
6,680
+9%
增持
SBUX
STARBUCKS CORP COM
+$27.0K
2,406
+4%
增持
BIBL
INSPIRE 100 ETF
-$27.0K
16,662
+4%
增持
IGF
ISHARES GLOBAL INFRASTRUCTURE
+$26.0K
8,560
+3%
减持
GLD
SPDR GOLD SHARES
+$24.0K
4,554
-1%
减持
AMGN
AMGEN INC COM
+$23.0K
2,274
-1%
减持
SCHE
SCHWAB EMERGING MARKETS
-$22.0K
21,662
-1%
减持
WHR
WHIRLPOOL CORP COM
+$22.0K
1,000
-4%
增持
V
VISA INC COM CL A
+$20.0K
2,978
+6%
减持
PM
PHILIP MORRIS INTL INC COM
-$18.0K
3,828
-5%
增持
CRM
SALESFORCE COM INC COM
+$17.0K
1,441
+12%
减持
IAU
ISHARES GOLD TRUST
+$16.0K
43,300
-3%
减持
RPG
INVESCO S&P 500 PURE GROWTH ETF
+$13.0K
4,568
-7%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$12.0K
4,647
+0%
增持
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
-$12.0K
91,856
+0%
增持
EFA
ISHARES EAFE
+$10.0K
14,233
+0%
增持
INTC
INTEL CORP COM
-$10.0K
6,243
+0%
减持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
+$10.0K
2,099
-1%
增持
IVAL
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF
+$8.0K
10,922
+6%
减持
JNJ
JOHNSON & JOHNSON COM
+$7.0K
15,050
-5%
增持
META
META PLATFORMS INC CL A
+$6.0K
1,829
+2%
减持
DHR
DANAHER CORPORATION COM
-$6.0K
1,555
-9%
