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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 61
减持 60
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IAU
ISHARES GOLD TR
+$4.6M
159,232
+297%
清仓
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
-$4.4M
0
-100%
建仓
ITA
ISHARES TR
+$4.1M
35,833
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
DVY
ISHARES SELECT DIVIDEND ETF
-$4.1M
0
-100%
建仓
SOXX
ISHARES TR
+$4.1M
9,197
建仓
ITB
ISHARES TR
+$4.1M
58,120
清仓
IEZ
ISHARES U.S. OIL EQUIPMENT & SERVICES ETF
-$3.9M
0
-100%
清仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS ETF
-$3.9M
0
-100%
减持
AGG
ISHARES TR
-$3.0M
4,814
-87%
减持
IVV
ISHARES TR
+$2.7M
104,866
-0%
减持
QUAL
ISHARES TR
+$2.1M
315,515
-3%
减持
ACWI
ISHARES TR
-$1.4M
36,214
-35%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$1.3M
0
-100%
减持
MTUM
ISHARES TR
-$1.2M
150,734
-1%
增持
AAPL
APPLE INC
+$1.1M
31,476
+1%
增持
AMZN
AMAZON COM INC
+$1.0M
15,742
+115%
清仓
SCHE
SCHWAB EMERGING MARKETS
-$1.0M
0
-100%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$900.0K
0
-100%
建仓
INDS
PACER FDS TR
+$891.0K
22,000
清仓
QQQM
INVESCO NASDAQ 100 ETF
-$876.1K
0
-100%
减持
DGRO
ISHARES TR
-$784.8K
247,448
-6%
减持
ESGV
VANGUARD WORLD FD
-$655.7K
28,736
-30%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$651.0K
0
-100%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$641.9K
61,712
-10%
清仓
—
MARATHON OIL CORP COM
-$633.6K
0
-100%
增持
VLUE
ISHARES TR
+$600.2K
182,052
+2%
增持
MSFT
MICROSOFT CORP
+$600.0K
11,867
+1%
清仓
IEFA
ISHARES CORE EAFE
-$593.7K
0
-100%
清仓
IEMG
ISHARES EMERGING MARKETS
-$544.2K
0
-100%
减持
COMT
ISHARES U S ETF TR
-$532.0K
10,679
-63%
减持
IJH
ISHARES TR
-$517.7K
5,607
-29%
增持
SOFI
SOFI TECHNOLOGIES INC
+$513.0K
94,161
+641%
增持
EEM
ISHARES TR
+$507.5K
20,447
+96%
清仓
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-$497.5K
0
-100%
减持
ABT
ABBOTT LABS
-$449.0K
52,585
-0%
减持
GNTX
GENTEX CORP
+$398.9K
536,270
-0%
减持
VTV
VANGUARD INDEX FDS
-$385.7K
35,790
-6%
增持
VOO
VANGUARD INDEX FDS
+$385.4K
11,120
+3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$359.3K
105,112
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$353.9K
39,100
+5%
减持
VOE
VANGUARD INDEX FDS
-$353.1K
12,587
-17%
增持
—
VOXX INTL CORP
+$335.3K
58,499
+27%
增持
IJR
ISHARES TR
+$331.8K
53,885
+5%
增持
JNJ
JOHNSON & JOHNSON
-$326.1K
15,584
+0%
减持
SHY
ISHARES TR
-$309.3K
3,748
-51%
建仓
META
META PLATFORMS INC
+$280.8K
1,331
增持
HBAN
HUNTINGTON BANCSHARES INC
-$279.4K
96,521
+0%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$269.5K
95,751
-1%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$261.0K
113,844
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$252.1K
43,645
+38%
增持
ACWV
ISHARES INC
+$249.7K
96,604
+1%
减持
EFAV
ISHARES TR
+$246.5K
105,995
-3%
清仓
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$244.4K
0
-100%
建仓
—
ASML HOLDING N V
+$238.2K
350
建仓
ADI
ANALOG DEVICES INC
+$237.1K
1,202
减持
—
EXXON MOBIL CORP
-$225.9K
12,452
-14%
建仓
NVDA
NVIDIA CORPORATION
+$211.7K
762
清仓
SCHP
SCHWAB US TIPS ETF
-$206.4K
0
-100%
清仓
—
PIONEER NAT RES CO COM
-$206.2K
0
-100%
建仓
DSI
ISHARES TR
+$205.5K
2,635
建仓
DWM
WISDOMTREE TR
+$204.8K
4,119
清仓
QMOM
MOMENTUMSHARES US QUANTITATIVE MOMEMENTUM ETF
-$201.3K
0
-100%
增持
EFA
ISHARES TR
+$201.1K
17,578
+9%
清仓
MBWM
MERCANTILE BK CORP COM
-$200.7K
0
-100%
增持
RFV
INVESCO EXCHANGE TRADED FD T
+$173.7K
4,565
+67%
增持
SVAL
ISHARES TR
-$170.3K
329,796
+4%
增持
DNL
WISDOMTREE TR
+$167.9K
41,737
+2%
增持
IAK
ISHARES TR
-$140.8K
47,118
+3%
减持
SYK
STRYKER CORPORATION
+$131.2K
5,068
-6%
减持
ABBV
ABBVIE INC
-$129.7K
57,851
-0%
减持
IVLU
ISHARES TR
-$129.6K
12,005
-35%
增持
GDX
VANECK ETF TRUST
+$116.3K
12,870
+5%
减持
PFE
PFIZER INC
-$110.2K
10,093
-1%
增持
CRM
SALESFORCE INC
+$109.9K
1,569
+2%
增持
IWM
ISHARES TR
+$107.7K
3,931
+15%
减持
MGK
VANGUARD WORLD FD
+$105.6K
3,309
-0%
减持
IGF
ISHARES TR
-$103.1K
4,312
-36%
建仓
—
STEELCASE INC
+$102.8K
12,210
减持
ALL
ALLSTATE CORP
-$97.0K
1,850
-17%
减持
SPY
SPDR S&P 500 ETF TR
-$95.6K
10,088
-8%
增持
CL
COLGATE PALMOLIVE CO
-$95.4K
28,674
+0%
增持
IVAL
EA SERIES TRUST
+$89.9K
19,837
+16%
增持
WNC
WABASH NATL CORP
+$82.4K
12,176
+27%
减持
CVX
CHEVRON CORP NEW
-$80.0K
2,977
-6%
增持
QVAL
EA SERIES TRUST
+$76.9K
24,122
+5%
增持
V
VISA INC
+$76.2K
2,866
+4%
增持
—
MACATAWA BK CORP
-$74.5K
91,671
+0%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$70.2K
13,055
+3%
减持
CZA
INVESCO EXCHANGE TRADED FD T
-$70.1K
16,596
-3%
减持
PM
PHILIP MORRIS INTL INC
-$68.3K
3,552
-13%
增持
NEE
NEXTERA ENERGY INC
-$67.8K
12,487
+1%
减持
IQLT
ISHARES TR
+$66.8K
77,549
-6%
减持
EEMV
ISHARES INC
+$64.8K
101,963
-2%
增持
MCD
MCDONALDS CORP
+$62.9K
3,384
+1%
减持
USMV
ISHARES TR
+$61.2K
255,226
-1%
减持
ITOT
ISHARES TR
-$60.8K
40,389
-8%
增持
SSUS
STRATEGY SHS
+$60.7K
27,942
+0%
减持
SUI
SUN CMNTYS INC
+$59.6K
7,521
-1%
增持
DGRS
WISDOMTREE TR
+$59.5K
18,624
+5%
减持
DIS
DISNEY WALT CO
+$59.3K
3,588
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
+$58.1K
9,322
-0%
减持
HD
HOME DEPOT INC
-$56.0K
2,387
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$53.4K
8,017
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$51.0K
591
-5%
增持
CSCO
CISCO SYS INC
+$47.7K
6,985
+5%
减持
CAT
CATERPILLAR INC
+$47.4K
2,829
-1%
减持
INTC
INTEL CORP
+$45.9K
8,185
-2%
增持
GLD
SPDR GOLD TR
+$45.7K
2,220
+4%
增持
VSGX
VANGUARD WORLD FD
+$45.4K
10,136
+3%
减持
QQQ
INVESCO QQQ TR
+$45.2K
2,888
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.9K
37,274
+0%
增持
MMM
3M CO
-$39.5K
3,186
+2%
减持
GOOG
ALPHABET INC
+$39.1K
4,605
-7%
增持
WMT
WALMART INC
+$39.0K
3,535
+4%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
+$38.8K
208,483
+1%
减持
GOOGL
ALPHABET INC
+$38.4K
3,383
-5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$37.5K
3,473
+6%
增持
ESG
FLEXSHARES TR
+$37.5K
4,787
+0%
减持
BAC
BANK AMERICA CORP
-$36.8K
7,749
-1%
增持
ESGG
FLEXSHARES TR
+$35.8K
3,217
+0%
增持
PG
PROCTER AND GAMBLE CO
-$35.8K
15,707
+0%
减持
VUG
VANGUARD INDEX FDS
+$34.7K
1,358
-5%
减持
DHR
DANAHER CORPORATION
-$32.6K
2,426
-0%
增持
SUSA
ISHARES TR
+$31.6K
5,472
+0%
减持
WFC
WELLS FARGO CO NEW
-$30.3K
6,960
-1%
增持
MO
ALTRIA GROUP INC
+$28.8K
5,812
+15%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$28.8K
143,569
-1%
减持
VB
VANGUARD INDEX FDS
-$28.5K
1,169
-14%
增持
IYK
ISHARES TR
+$28.3K
20,301
+2%
增持
PEP
PEPSICO INC
+$28.2K
4,795
+2%
减持
—
ACCENTURE PLC IRELAND
+$27.6K
1,859
-2%
增持
AMGN
AMGEN INC
-$24.8K
2,595
+5%
增持
MDLZ
MONDELEZ INTL INC
+$23.6K
3,408
+6%
增持
IAI
ISHARES TR
-$23.4K
44,258
+4%
增持
JPM
JPMORGAN CHASE & CO
-$21.9K
9,849
+1%
减持
EMR
EMERSON ELEC CO
-$21.3K
2,376
-0%
减持
AIVL
WISDOMTREE TR
-$19.3K
19,367
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$19.1K
6,564
-0%
增持
IGE
ISHARES TR
+$18.8K
103,269
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$16.5K
1,606
+3%
减持
IWN
ISHARES TR
-$16.4K
2,195
-4%
增持
MLKN
MILLERKNOLL INC
-$15.6K
36,225
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$15.3K
1,622
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$14.2K
1,596
+3%
减持
MRK
MERCK & CO INC
-$14.1K
2,274
-1%
减持
DGRW
WISDOMTREE TR
-$14.1K
13,143
-4%
减持
DOW
DOW INC
+$13.8K
6,593
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$13.1K
445
+1%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$12.7K
1,947
-4%
减持
MA
MASTERCARD INCORPORATED
+$8.8K
669
-1%
