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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 143 项
建仓 10
增持 67
减持 48
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND
-$22.9M
25,688
-90%
建仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
+$3.0M
16,540
清仓
IEZ
ISHARES U.S. OIL EQUIPMENT & SERVICES 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
QUAL
ISHARES QUALITY FACTOR
-$2.6M
344,255
+0%
减持
GNTX
GENTEX CORP
-$2.5M
534,755
-2%
减持
IVV
ISHARES CORE S&P 500
-$2.5M
102,616
-1%
减持
VLUE
ISHARES VALUE FACTOR
-$2.2M
173,500
-4%
增持
VTV
VANGUARD VALUE INDEX
+$2.0M
47,195
+63%
增持
—
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF
+$2.0M
137,359
+227%
清仓
VGSH
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
-$1.5M
0
-100%
减持
IQLT
ISHARES INTERNATIONAL QUALITY FACTOR
-$1.4M
88,528
-29%
减持
SPY
SPDR S&P 500
-$1.3M
11,120
-21%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$1.1M
26,226
+231%
减持
MTUM
ISHARES MOMENTUM FACTOR
-$1.1M
152,367
-2%
减持
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
-$1.1M
18,895
-73%
增持
ABBV
ABBVIE INC COM
-$1.1M
57,883
+0%
减持
GLD
SPDR GOLD SHARES
-$950.0K
3,001
-64%
减持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-$950.0K
3,700
-69%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$916.0K
39,463
+12%
增持
USMV
ISHARES USA MINIMUM VOLATILITY
-$893.0K
257,566
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$874.0K
2,732
-59%
增持
RPV
INVESCO S&P 500 PURE VALUE
+$777.0K
75,991
+26%
减持
COMT
ISHARES COMMODITIES SELECT
-$761.0K
71,023
-12%
增持
VOO
VANGUARD S&P 500 ETF
+$689.0K
9,719
+35%
减持
IAU
ISHARES GOLD TRUST
-$664.0K
36,704
-31%
减持
MSFT
MICROSOFT CORP COM
-$660.0K
11,653
-11%
增持
ACWI
ISHARES ACWI
+$648.0K
48,548
+30%
增持
ABT
ABBOTT LABS COM
-$626.0K
52,798
+0%
增持
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
+$588.0K
41,251
+13%
增持
EFAV
ISHARES EAFE MINIMUM VOLATILITY
-$548.0K
108,721
+2%
增持
BRK/A
BERKSHIRE HATHAWAY CLASS A
+$520.0K
120
+2%
减持
VOE
VANGUARD MID-CAP VALUE
-$512.0K
13,242
-19%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$486.0K
0
-100%
减持
SIL
GLOBAL X SILVER MINERS ETF
-$478.0K
12,146
-59%
减持
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$438.0K
41,667
-17%
建仓
VO
VANGUARD MID-CAP ETF
+$415.0K
2,205
增持
ACWV
ISHARES GLOBAL MINIMUM VOLATILITY
-$399.0K
96,202
+2%
增持
MLKN
MILLERKNOLL INC COM
-$377.0K
35,726
+1%
增持
EEMV
ISHARES EMERGING MINIMUM VOLATILITY
-$364.0K
103,292
+2%
增持
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
+$352.0K
83,535
+18%
清仓
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$338.0K
0
-100%
增持
IAI
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
+$338.0K
36,172
+10%
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$314.0K
0
-100%
建仓
VTHR
VANGUARD RUSSELL 3000 ETF
+$306.0K
1,900
增持
PG
PROCTER AND GAMBLE CO COM
-$264.0K
15,562
+0%
增持
IAK
ISHARES U.S. INSURANCE ETF
+$262.0K
38,820
+15%
增持
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
+$260.0K
12,076
+9%
清仓
IEFA
ISHARES CORE EAFE
-$255.0K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$253.0K
4,498
-25%
清仓
IEMG
ISHARES EMERGING MARKETS
-$247.0K
0
-100%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$235.0K
5,127
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$228.0K
5,325
清仓
MRK
MERCK & CO INC COM
-$228.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$227.0K
8,578
减持
WFC
WELLS FARGO CO NEW COM
-$225.0K
7,133
-45%
清仓
T
AT&T INC COM
-$218.0K
0
-100%
清仓
BA
BOEING CO COM
-$216.0K
0
-100%
建仓
VTWO
VANGUARD RUSSELL 2000 ETF
+$215.0K
3,220
增持
IYM
ISHARES U.S. BASIC MATERIALS ETF
+$213.0K
25,154
+18%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$211.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$210.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC COM
-$208.0K
0
-100%
清仓
DWM
WISDOMTREE INTERNATIONAL EQUITY
-$207.0K
0
-100%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$207.0K
6,984
清仓
VB
VANGUARD SMALL-CAP INDEX FUND
-$204.0K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$203.0K
0
-100%
建仓
QABA
FIRST TRUST NASDAQ ABA COMMUNITY BANK
+$203.0K
4,028
减持
EFA
ISHARES EAFE
-$203.0K
14,439
-11%
建仓
MO
ALTRIA GROUP INC COM
+$202.0K
5,010
清仓
—
PIONEER NAT RES CO COM
-$202.0K
0
-100%
增持
XSLV
INVESCO SMALL-CAP LOW VOLATILITY
-$199.0K
93,665
+4%
减持
AAPL
APPLE INC COM
+$199.0K
28,143
-2%
减持
IVLU
ISHARES INTERNATIONAL VALUE FACTOR
-$195.0K
28,186
-17%
减持
—
EXXON MOBIL CORP COM
-$176.0K
14,804
-14%
增持
SPHQ
INVESCO S&P 500 QUALITY
-$176.0K
96,361
+1%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$175.0K
27,200
+30%
增持
SVAL
ISHARES US SMALL CAP VALUE FACTOR ETF
-$165.0K
314,278
+2%
减持
SUI
SUN CMNTYS INC COM
-$165.0K
6,455
-1%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$163.0K
36,309
+9%
减持
IJH
ISHARES S&P MID-CAP
-$160.0K
6,553
-7%
减持
IWN
ISHARES RUSSELL 2000 VALUE
-$151.0K
6,014
-12%
减持
BIBL
INSPIRE 100 ETF
-$147.0K
17,719
-19%
增持
JNJ
JOHNSON & JOHNSON COM
-$144.0K
13,991
+2%
增持
XMLV
INVESCO MID-CAP LOW VOLATILITY
-$140.0K
115,751
+4%
清仓
PYPL
PAYPAL HLDGS INC COM
-$139.0K
0
-100%
增持
AIVL
WISDOMTREE U.S. AI ENHANCED VALUE FUND
-$131.0K
19,694
+0%
减持
SSUS
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF
-$127.0K
30,608
-6%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$111.0K
41,074
+2%
减持
IGF
ISHARES GLOBAL INFRASTRUCTURE
-$103.0K
8,256
-14%
减持
INTC
INTEL CORP COM
-$102.0K
8,209
-2%
减持
VWO
VANGUARD EMERGING MARKETS
-$99.0K
18,812
-0%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$97.0K
16,517
-14%
增持
DGRO
ISHARES DIVIDEND GROWTH
+$96.0K
258,775
+8%
减持
JPM
JPMORGAN CHASE & CO COM
-$95.0K
8,645
-2%
减持
V
VISA INC COM CL A
-$88.0K
2,951
-5%
增持
PFE
PFIZER INC COM
-$81.0K
9,925
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
-$73.0K
5,336
+1891%
增持
DE
DEERE & CO COM
+$69.0K
1,975
+0%
增持
IJR
ISHARES S&P SMALL-CAP
+$67.0K
46,771
+8%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$61.0K
8,758
+35%
增持
WMT
WALMART INC COM
+$59.0K
3,400
+8%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$59.0K
101,756
-5%
减持
ACWX
ISHARES ACWI EX-US
-$58.0K
5,441
-11%
增持
QQQ
INVESCO QQQ TRUST
+$57.0K
3,097
+13%
减持
MA
MASTERCARD INCORPORATED CL A
-$56.0K
784
-11%
增持
MCD
MCDONALDS CORP COM
-$52.0K
3,317
+0%
增持
PM
PHILIP MORRIS INTL INC COM
-$51.0K
3,943
+3%
增持
MMM
3M CO COM
-$50.0K
3,057
+2%
增持
META
META PLATFORMS INC CL A
-$46.0K
2,171
+3%
减持
CSCO
CISCO SYS INC COM
-$44.0K
6,409
-9%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$44.0K
3,320
+1900%
增持
DOW
DOW INC COM
-$42.0K
6,750
+3%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$40.0K
2,057
+0%
增持
—
MACATAWA BK CORP COM
+$39.0K
91,668
+0%
增持
CAT
CATERPILLAR INC COM
-$37.0K
2,831
+1%
减持
KO
COCA COLA CO COM
-$36.0K
3,975
-3%
增持
DON
WISDOMTREE U.S. MID-CAP
-$35.0K
44,800
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$34.0K
1,545
+3%
减持
QVAL
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF
-$34.0K
23,887
-2%
减持
CVX
CHEVRON CORP NEW COM
-$29.0K
3,593
-5%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$29.0K
24,340
+8%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$26.0K
3,199
+0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$24.0K
624
+10%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$24.0K
5,427
+0%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$23.0K
4,659
+0%
增持
LMT
LOCKHEED MARTIN CORP COM
-$21.0K
687
+3%
减持
SHEL
SHELL PLC SPON ADS
-$17.0K
6,924
-0%
减持
SCHP
SCHWAB US TIPS ETF
-$16.0K
3,992
-0%
减持
AMZN
AMAZON COM INC COM
-$16.0K
7,520
-8%
增持
ESG
FLEXSHARES TRUST FLEXSHARES STOXX US ESG SELECT INDEX FUND
-$16.0K
4,755
+0%
减持
PEP
PEPSICO INC COM
-$15.0K
4,664
-0%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$15.0K
2,617
+1%
增持
CRM
SALESFORCE INC COM
-$14.0K
1,704
+9%
增持
AMGN
AMGEN INC COM
-$12.0K
2,400
+6%
减持
NEE
NEXTERA ENERGY INC COM
-$11.0K
12,293
-2%
增持
GSG
ISHARES S&P GSCI COMMODITY INDEXED TRUST
-$8.0K
168,254
+12%
增持
RPG
INVESCO S&P 500 PURE GROWTH ETF
-$6.0K
1,946
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$5.0K
4,198
+2%
增持
BAC
BK OF AMERICA CORP COM
-$5.0K
7,896
+1%
减持
HD
HOME DEPOT INC COM
-$5.0K
2,395
-1%
增持
DIS
DISNEY WALT CO COM
+$2.0K
2,543
+1%
减持
—
EATON CORP PLC SHS
-$2.0K
2,657
-6%
增持
ALL
ALLSTATE CORP COM
-$1.0K
2,226
+2%
