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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 10
增持 79
减持 30
清仓 31
方向
标的
Δ市值
现股数(环比)
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND
+$25.4M
249,507
减持
BRK/A
BERKSHIRE HATHAWAY CLASS A
-$14.7M
118
-1%
增持
QUAL
ISHARES QUALITY FACTOR
-$7.5M
343,673
+1%
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
IVV
ISHARES CORE S&P 500
-$5.7M
103,547
+5%
增持
MTUM
ISHARES MOMENTUM FACTOR
-$4.2M
154,760
+3%
清仓
SOXX
ISHARES SEMICONDUCTOR FUND
-$3.8M
0
-100%
增持
RPV
INVESCO S&P 500 PURE VALUE
+$3.2M
60,331
+299%
清仓
IAT
ISHARES U.S. REGIONAL BANKS ETF
-$2.9M
0
-100%
建仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
+$2.8M
11,061
建仓
IAK
ISHARES U.S. INSURANCE ETF
+$2.8M
33,841
减持
VLUE
ISHARES VALUE FACTOR
-$2.8M
181,231
-1%
减持
USMV
ISHARES USA MINIMUM VOLATILITY
-$2.6M
255,204
-4%
建仓
IYM
ISHARES U.S. BASIC MATERIALS ETF
+$2.5M
21,305
增持
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
+$2.3M
70,935
+1132%
清仓
IYG
ISHARES U.S. FINANCIAL SERVICES ETF
-$2.3M
0
-100%
减持
VUG
VANGUARD GROWTH INDEX FUND
-$2.1M
1,392
-83%
清仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
-$2.0M
0
-100%
清仓
IWP
ISHARES RUSSELL MID-CAP GROWTH
-$1.7M
0
-100%
减持
DGRO
ISHARES DIVIDEND GROWTH
-$1.6M
239,555
-2%
建仓
VGSH
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
+$1.5M
26,231
减持
ACWV
ISHARES GLOBAL MINIMUM VOLATILITY
-$1.4M
94,383
-5%
清仓
XSD
SPDR S&P SEMICONDUCTOR ETF
-$1.4M
0
-100%
清仓
INDS
PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF
-$1.2M
0
-100%
减持
GNTX
GENTEX CORP
-$1.1M
545,585
-3%
增持
AAPL
APPLE INC COM
-$1.0M
28,779
+0%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$979.0K
35,239
+17%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$827.0K
0
-100%
减持
PECO
PHILLIPS EDISON & CO INC COMMON STOCK
-$782.0K
70,469
-23%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$764.0K
4,117
-42%
减持
SSUS
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF
-$727.0K
32,447
-34%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$719.0K
6,624
-15%
增持
EFAV
ISHARES EAFE MINIMUM VOLATILITY
-$712.0K
106,549
+3%
增持
ARKK
ARK INNOVATION ETF
-$687.0K
30,460
+6%
减持
XMLV
INVESCO MID-CAP LOW VOLATILITY
-$652.0K
110,943
-3%
增持
SPHQ
INVESCO S&P 500 QUALITY
-$641.0K
95,365
+2%
增持
SVAL
ISHARES US SMALL CAP VALUE FACTOR ETF
-$639.0K
308,176
+7%
增持
IQLT
ISHARES INTERNATIONAL QUALITY FACTOR
-$628.0K
124,780
+3%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$608.0K
33,210
+3%
减持
VOO
VANGUARD S&P 500 ETF
-$593.0K
7,214
-3%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
-$589.0K
773
-62%
减持
ABBV
ABBVIE INC COM
-$581.0K
57,783
-1%
减持
QQQ
INVESCO QQQ TRUST
-$554.0K
2,751
-25%
减持
ABT
ABBOTT LABS COM
-$536.0K
52,781
-0%
增持
ACWI
ISHARES ACWI
-$512.0K
37,308
+2%
增持
SIL
GLOBAL X SILVER MINERS ETF
+$489.0K
29,759
+284%
增持
IEZ
ISHARES U.S. OIL EQUIPMENT & SERVICES ETF
-$465.0K
175,063
+4%
减持
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
-$455.0K
49,950
-3%
减持
XSLV
INVESCO SMALL-CAP LOW VOLATILITY
-$436.0K
89,800
-1%
增持
GLD
SPDR GOLD SHARES
+$392.0K
8,394
+48%
建仓
WNC
WABASH NATL CORP COM
+$389.0K
28,616
减持
VOE
VANGUARD MID-CAP VALUE
-$386.0K
16,397
-2%
增持
SPY
SPDR S&P 500
-$382.0K
14,003
+12%
清仓
ARKW
ARK NEXT GENERATION INTERNET ETF
-$362.0K
0
-100%
减持
RPG
INVESCO S&P 500 PURE GROWTH ETF
-$337.0K
1,945
-43%
清仓
MRVL
MARVELL TECHNOLOGY INC COM
-$323.0K
0
-100%
清仓
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$312.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$306.0K
0
-100%
增持
EEMV
ISHARES EMERGING MINIMUM VOLATILITY
-$302.0K
101,004
+4%
增持
MLKN
MILLERKNOLL INC COM
-$294.0K
35,546
+0%
建仓
IEFA
ISHARES CORE EAFE
+$255.0K
4,335
增持
IJH
ISHARES S&P MID-CAP
-$252.0K
7,060
+2%
建仓
IEMG
ISHARES EMERGING MARKETS
+$247.0K
5,043
清仓
QABA
FIRST TRUST NASDAQ ABA COMMUNITY BANK
-$246.0K
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$243.0K
0
-100%
增持
DON
WISDOMTREE U.S. MID-CAP
-$240.0K
44,214
+0%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$233.0K
0
-100%
清仓
EMR
EMERSON ELEC CO COM
-$227.0K
0
-100%
清仓
DFUS
DIMENSIONAL U.S. EQUITY ETF
-$227.0K
0
-100%
清仓
UNP
UNION PAC CORP COM
-$222.0K
0
-100%
清仓
TSLA
TESLA INC COM
-$219.0K
0
-100%
建仓
T
AT&T INC COM
+$218.0K
10,396
清仓
QMOM
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF
-$215.0K
0
-100%
清仓
IWR
ISHARES RUSSELL MID-CAP ETF
-$213.0K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$211.0K
1,558
清仓
DIM
WISDOMTREE INTERNATIONAL MID-CAP
-$211.0K
0
-100%
清仓
WPM
WHEATON PRECIOUS METALS CORP COM
-$210.0K
0
-100%
增持
VTV
VANGUARD VALUE INDEX
-$210.0K
29,031
+6%
增持
IJR
ISHARES S&P SMALL-CAP
-$209.0K
43,403
+11%
增持
JPM
JPMORGAN CHASE & CO COM
-$208.0K
8,862
+0%
清仓
PHG
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
-$206.0K
0
-100%
清仓
VO
VANGUARD MID-CAP INDEX FUND
-$205.0K
0
-100%
清仓
MBWM
MERCANTILE BK CORP COM
-$205.0K
0
-100%
增持
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE FUND
-$202.0K
19,600
+0%
增持
MSFT
MICROSOFT CORP COM
-$199.0K
13,139
+13%
清仓
NKE
NIKE INC CL B
-$197.0K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
-$192.0K
106,567
+6%
清仓
TMO
THERMO FISHER SCIENTIFIC INC COM
-$185.0K
0
-100%
增持
AMZN
AMAZON COM INC COM
-$184.0K
8,155
+2433%
减持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-$178.0K
11,809
-0%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$177.0K
0
-100%
增持
IWN
ISHARES RUSSELL 2000 VALUE
-$172.0K
6,805
+0%
增持
COMT
ISHARES COMMODITIES SELECT
+$170.0K
80,552
+3%
清仓
NVDA
NVIDIA CORPORATION COM
-$158.0K
0
-100%
减持
IVLU
ISHARES INTERNATIONAL VALUE FACTOR
-$156.0K
33,919
-5%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$155.0K
40,321
+15%
增持
QVAL
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF
-$153.0K
24,447
+1%
减持
ACWX
ISHARES ACWI EX-US
-$148.0K
6,130
-25%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$141.0K
5,999
+35%
增持
PG
PROCTER AND GAMBLE CO COM
-$139.0K
15,504
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$132.0K
268
+4%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
-$122.0K
23,229
+4%
增持
META
META PLATFORMS INC CL A
-$122.0K
2,114
+2%
增持
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
+$119.0K
36,571
+13%
增持
DIS
DISNEY WALT CO COM
-$105.0K
2,516
+1%
增持
IAI
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
-$99.0K
32,758
+15%
减持
SCHE
SCHWAB EMERGING MARKETS
-$98.0K
19,862
-8%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$98.0K
2,048
+3%
增持
ESG
FLEXSHARES STOXX US ESG SELECT INDEX FUND
-$93.0K
4,739
+0%
增持
NEE
NEXTERA ENERGY INC COM
-$88.0K
12,584
+0%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$86.0K
5,401
+0%
增持
INTC
INTEL CORP COM
-$85.0K
8,389
+4%
增持
IAU
ISHARES GOLD TRUST
-$83.0K
53,068
+3%
增持
WMT
WALMART INC COM
-$83.0K
3,142
+1%
增持
PYPL
PAYPAL HLDGS INC COM
-$73.0K
1,995
+9%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$72.0K
3,186
+1%
增持
CVX
CHEVRON CORP NEW COM
-$65.0K
3,766
+1%
增持
BIBL
INSPIRE 100 ESG ETF
-$60.0K
21,929
+13%
增持
CSCO
CISCO SYS INC COM
-$58.0K
7,042
+10%
增持
HD
HOME DEPOT INC COM
-$58.0K
2,428
+0%
增持
MMM
3M CO COM
-$58.0K
2,999
+0%
清仓
TMQ
TRILOGY METALS INC NEW COM
-$52.0K
0
-100%
增持
IVAL
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF
-$52.0K
17,650
+4%
增持
CRM
SALESFORCE INC COM
-$51.0K
1,567
+7%
增持
ISMD
INSPIRE SMALL/MID CAP ESG ETF
-$51.0K
19,207
+6%
减持
—
EXXON MOBIL CORP COM
+$43.0K
17,147
-1%
增持
V
VISA INC COM CL A
-$40.0K
3,108
+6%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$40.0K
6,509
+33%
增持
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
+$38.0K
70,526
+3%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$37.0K
42,056
+5%
增持
SBUX
STARBUCKS CORP COM
+$34.0K
2,658
+43%
增持
DHR
DANAHER CORPORATION COM
-$34.0K
1,617
+7%
增持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
-$28.0K
2,594
+6%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$26.0K
1,499
+0%
增持
KO
COCA COLA CO COM
+$26.0K
4,116
+10%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$23.0K
4,655
+0%
增持
MRK
MERCK & CO INC COM
+$23.0K
2,502
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$22.0K
573
+12%
减持
SCHP
SCHWAB U.S. TIPS ETF
-$21.0K
4,000
-0%
增持
SHEL
SHELL PLC SPON ADS
-$18.0K
6,925
+0%
增持
EFA
ISHARES EAFE
-$17.0K
16,189
+16%
增持
—
MACATAWA BK CORP COM
-$16.0K
91,666
+0%
减持
PEP
PEPSICO INC COM
-$12.0K
4,665
-1%
增持
LBRT
LIBERTY ENERGY INC COM CL A
+$12.0K
13,500
+25%
增持
MA
MASTERCARD INCORPORATED CL A
-$11.0K
884
+9%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$8.0K
7,922
+24%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$7.0K
6,564
+15%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$6.0K
567
-3%
增持
MCD
MCDONALDS CORP COM
+$4.0K
3,309
+1%
减持
GSG
ISHARES GSCI COMMODITY-INDEXED TRUST
+$4.0K
150,279
-2%
增持
LMT
LOCKHEED MARTIN CORP COM
-$4.0K
665
+1%
