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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 29增持 75减持 35清仓 11

方向

标的

Δ市值

现股数(环比)

减持

BRK/A BERKSHIRE HATHAWAY CLASS A

+$7.0M

119 -1%

建仓

DVY ISHARES SELECT DIVIDEND ETF

+$4.1M

34,099

建仓

IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF

+$3.9M

185,840

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。

IVV ISHARES CORE S&P 500

清仓

GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST

-$3.5M

0 -100%

清仓

IYM ISHARES U.S. BASIC MATERIALS ETF

-$2.7M

0 -100%

减持

MTUM ISHARES MOMENTUM FACTOR

+$2.1M

151,492 -1%

增持

VLUE ISHARES VALUE FACTOR

+$2.0M

178,232 +3%

增持

GNTX GENTEX CORP

+$1.9M

536,518 +0%

减持

COMT ISHARES COMMODITIES SELECT

-$1.7M

29,111 -59%

增持

DGRO ISHARES DIVIDEND GROWTH

+$1.6M

263,096 +2%

减持

ABBV ABBVIE INC COM

+$1.6M

57,852 -0%

减持

USMV ISHARES USA MINIMUM VOLATILITY

+$1.5M

256,623 -0%

建仓

VBK VANGUARD SMALL-CAP GROWTH ETF

+$1.3M

6,397

减持

QUAL ISHARES QUALITY FACTOR

+$1.2M

324,408 -6%

增持

IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF

+$1.1M

99,022 +19%

增持

IAK ISHARES U.S. INSURANCE ETF

+$1.1M

45,679 +18%

增持

ESGV VANGUARD ESG U.S. STOCK ETF

+$1.1M

41,245 +57%

增持

IYK ISHARES U.S. CONSUMER STAPLES ETF

+$1.0M

19,806 +20%

增持

AGG ISHARES CORE U.S. AGGREGATE BOND

+$1.0M

35,860 +40%

增持

IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF

+$990.2K

42,434 +17%

增持

ACWI ISHARES ACWI

+$962.9K

55,854 +15%

减持

BRK/B BERKSHIRE HATHAWAY CLASS B

+$928.0K

37,117 -6%

增持

IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF

+$920.5K

46,904 +14%

建仓

IWD ISHARES RUSSELL 1000 VALUE ETF

+$900.0K

6,020

增持

SVAL ISHARES US SMALL CAP VALUE FACTOR ETF

+$878.1K

317,947 +1%

建仓

QQQM INVESCO NASDAQ 100 ETF

+$876.1K

7,999

增持

IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF

+$818.5K

14,582 +21%

增持

IJR ISHARES S&P SMALL-CAP

+$797.1K

51,513 +10%

增持

SPHQ INVESCO S&P 500 QUALITY

+$785.6K

104,878 +9%

增持

EFAV ISHARES EAFE MINIMUM VOLATILITY

+$726.0K

108,894 +0%

建仓

DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND

+$714.7K

17,775

增持

XMLV INVESCO MID-CAP LOW VOLATILITY

+$665.4K

116,403 +1%

减持

ABT ABBOTT LABS COM

+$664.7K

52,589 -0%

建仓

VTI VANGUARD TOTAL STOCK MARKET ETF

+$651.0K

3,405

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$629.3K

37,171 +2%

建仓

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

+$617.2K

7,604

建仓

— INVESCO BULLETSHARES 2025 CORPORATE BOND ETF

+$610.4K

30,312

增持

VOO VANGUARD S&P 500 ETF

+$605.5K

10,806 +11%

建仓

IEFA ISHARES CORE EAFE

+$593.7K

9,632

减持

ACWV ISHARES GLOBAL MINIMUM VOLATILITY

+$576.7K

95,735 -0%

增持

SCHE SCHWAB EMERGING MARKETS

+$571.9K

42,962 +116%

建仓

IEMG ISHARES EMERGING MARKETS

+$544.2K

11,653

增持

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

+$543.4K

13,759 +159%

增持

XSLV INVESCO SMALL-CAP LOW VOLATILITY

+$524.5K

96,843 +3%

减持

VTV VANGUARD VALUE INDEX

-$499.3K

37,962 -20%

增持

IJH ISHARES S&P MID-CAP

+$483.3K

7,939 +21%

减持

IWN ISHARES RUSSELL 2000 VALUE

-$457.9K

2,287 -62%

增持

JNJ JOHNSON & JOHNSON COM

+$455.6K

15,520 +11%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$447.9K

43,808 +7%

增持

VOE VANGUARD MID-CAP VALUE

+$428.6K

15,089 +14%

建仓

VGSH VANGUARD SHORT-TERM TREASURY ETF

+$415.9K

7,193

清仓

VO VANGUARD MID-CAP ETF

-$415.0K

0 -100%

增持

PG PROCTER AND GAMBLE CO COM

+$406.2K

15,645 +1%

增持

JPM JPMORGAN CHASE & CO COM

+$402.3K

9,734 +13%

清仓

— INVESCO BULLETSHARES 2022 CORPORATE BOND ETF

-$400.0K

0 -100%

建仓

— VOXX INTL CORP CL A

+$386.0K

46,070

建仓

SPLV INVESCO S&P 500 LOW VOLATILITY ETF

+$359.0K

5,628

清仓

VTHR VANGUARD RUSSELL 3000 ETF

-$306.0K

0 -100%

建仓

GDX VANECK GOLD MINERS ETF

+$300.0K

12,250

减持

— EXXON MOBIL CORP COM

+$299.4K

14,428 -3%

清仓

META META PLATFORMS INC CL A

-$295.0K

0 -100%

清仓

SIL GLOBAL X SILVER MINERS ETF

-$293.0K

0 -100%

减持

MIY BLACKROCK MUNIYIELD MICH QU COM

-$287.9K

206,863 -1%

增持

EEMV ISHARES EMERGING MINIMUM VOLATILITY

+$264.3K

103,662 +0%

建仓

MRK MERCK & CO INC COM

+$256.1K

2,308

建仓

VB VANGUARD SMALL-CAP ETF

+$250.1K

1,363

减持

AMZN AMAZON COM INC COM

-$250.0K

7,325 -3%

增持

CL COLGATE PALMOLIVE CO COM

+$245.3K

28,562 +0%

增持

EFA ISHARES EAFE

+$244.7K

16,053 +11%

减持

SPY SPDR S&P 500

+$243.5K

11,023 -1%

建仓

TMO THERMO FISHER SCIENTIFIC INC COM

+$243.4K

442

减持

PECO PHILLIPS EDISON & CO INC COMMON STOCK

-$243.1K

54,459 -23%

清仓

VGT VANGUARD INFORMATION TECHNOLOGY ETF

-$238.0K

0 -100%

增持

IAU ISHARES GOLD TRUST

+$230.7K

40,119 +9%

建仓

EMR EMERSON ELEC CO COM

+$228.3K

2,377

减持

WNC WABASH NATL CORP COM

-$228.0K

9,616 -66%

建仓

IBM INTERNATIONAL BUSINESS MACHS COM

+$227.9K

1,618

增持

SYK STRYKER CORPORATION COM

+$227.6K

5,381 +0%

增持

DHR DANAHER CORPORATION COM

+$226.1K

2,427 +50%

清仓

VTWO VANGUARD RUSSELL 2000 ETF

-$215.0K

0 -100%

建仓

MDLZ MONDELEZ INTL INC CL A

+$214.0K

3,222

减持

IQLT ISHARES INTERNATIONAL QUALITY FACTOR

+$211.7K

82,457 -7%

清仓

GCC WISDOMTREE ENHANCED COMMODITY STGY FD

-$207.0K

0 -100%

建仓

— PIONEER NAT RES CO COM

+$206.2K

903

清仓

QABA FIRST TRUST NASDAQ ABA COMMUNITY BANK

-$203.0K

0 -100%

建仓

IWR ISHARES RUSSELL MIDCAP ETF

+$202.8K

3,008

建仓

QMOM MOMENTUMSHARES US QUANTITATIVE MOMEMENTUM ETF

+$201.3K

4,384

建仓

MBWM MERCANTILE BK CORP COM

+$200.7K

5,996

建仓

COP CONOCOPHILLIPS COM

+$200.0K

1,998

建仓

MDY SPDR S&P MIDCAP 400 ETF TRUST

+$200.0K

500

建仓

KMB KIMBERLY-CLARK CORP COM

+$200.0K

1,556

增持

MLKN MILLERKNOLL INC COM

+$199.4K

36,005 +1%

建仓

NWL NEWELL BRANDS INC COM

+$195.2K

14,925

增持

DE DEERE & CO COM

+$191.3K

1,985 +1%

增持

— INVESCO BULLETSHARES 2023 CORPORATE BOND ETF

+$188.2K

145,629 +6%

减持

AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND

+$186.4K

19,546 -1%

增持

AAPL APPLE INC COM

+$173.7K

31,269 +11%

增持

MGK VANGUARD MEGA-CAP GROWTH

+$172.1K

3,319 +45%

减持

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND

-$171.0K

8,364 -33%

减持

DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND

+$167.5K

40,729 -2%

增持

— MACATAWA BK CORP COM

+$162.1K

91,670 +0%

减持

IWF ISHARES RUSSELL 1000 GROWTH

-$155.6K

1,958 -28%

增持

— INVESCO BULLETSHARES 2024 CORPORATE BOND ETF

+$150.6K

31,563 +30%

增持

FRDM FREEDOM 100 EMERGING MARKETS ETF

+$135.8K

25,959 +12%

增持

CAT CATERPILLAR INC COM

+$135.0K

2,850 +1%

减持

IVLU ISHARES INTERNATIONAL VALUE FACTOR

-$129.8K

18,438 -35%

增持

SUI SUN CMNTYS INC COM

+$126.0K

7,619 +18%

增持

MCD MCDONALDS CORP COM

+$118.3K

3,352 +1%

增持

MRVL MARVELL TECHNOLOGY INC COM

+$117.5K

9,329 +75%

增持

AMGN AMGEN INC COM

+$111.1K

2,483 +3%

增持

— MARATHON OIL CORP COM

+$109.6K

23,406 +1%

增持

MSFT MICROSOFT CORP COM

+$107.2K

11,764 +1%

增持

VSGX VANGUARD ESG INTERNATIONAL STOCK ETF

+$105.3K

9,868 +13%

减持

GLD SPDR GOLD SHARES

-$103.0K

2,130 -29%

增持

HD HOME DEPOT INC COM

+$99.5K

2,408 +1%

减持

IWM ISHARES RUSSELL 2000 ETF

-$98.4K

3,404 -19%

增持

PFE PFIZER INC COM

+$88.0K

10,189 +3%

增持

PM PHILIP MORRIS INTL INC COM

+$86.7K

4,088 +4%

增持

PEP PEPSICO INC COM

+$83.9K

4,682 +0%

增持

LMT LOCKHEED MARTIN CORP COM

+$80.8K

711 +3%

增持

VT VANGUARD TOTAL WORLD STOCK ETF

+$76.4K

3,277 +25%

减持

GOOG ALPHABET INC CAP STK CL C

-$73.2K

4,957 -7%

增持

NEE NEXTERA ENERGY INC COM

+$66.3K

12,324 +0%

增持

— EATON CORP PLC SHS

+$64.2K

2,665 +0%

增持

CSCO CISCO SYS INC COM

+$61.4K

6,664 +4%

增持

DIS DISNEY WALT CO COM

+$60.0K

3,725 +46%

增持

QQQ INVESCO QQQ TRUST

+$53.6K

3,311 +7%

增持

OXY OCCIDENTAL PETE CORP COM

+$51.5K

6,311 +12%

增持

DOW DOW INC COM

+$50.6K

6,899 +2%

减持

CVX CHEVRON CORP NEW COM

+$49.7K

3,152 -12%

增持

ISMD INSPIRE SMALL/MID CAP ETF

+$47.4K

16,587 +0%

增持

KO COCA COLA CO COM

+$46.3K

4,233 +6%

减持

V VISA INC COM CL A

+$46.0K

2,744 -7%

增持

BIBL INSPIRE 100 ETF

+$44.2K

17,912 +1%

减持

QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF

+$42.1K

22,980 -4%

减持

CRM SALESFORCE INC COM

-$41.4K

1,536 -10%

增持

WMT WALMART INC COM

+$41.2K

3,401 +0%

增持

— WALGREENS BOOTS ALLIANCE INC COM

+$40.1K

6,589 +0%

增持

ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND

+$38.2K

3,210 +0%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

+$37.8K

2,742 -2%

增持

SUSA ISHARES MSCI USA ESG SELECT ETF

+$36.7K

5,451 +0%

减持

XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF

+$36.5K

3,662 -1%

增持

MMM 3M CO COM

+$36.3K

3,122 +2%

减持

IGF ISHARES GLOBAL INFRASTRUCTURE

-$36.2K

6,737 -18%

增持

EEM ISHARES MSCI EMERGING MARKETS ETF

+$36.0K

10,410 +38%

减持

SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF

-$35.0K

27,910 -9%

减持

SHEL SHELL PLC SPON ADS

+$30.4K

6,593 -5%

增持

SDOG ALPS SECTOR DIVIDEND DOGS ETF

+$29.9K

4,663 +0%

增持

ESG FLEXSHARES TRUST FLEXSHARES STOXX US ESG SELECT INDEX FUND

+$29.0K

4,775 +0%