小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 25增持 73减持 47清仓 5

方向

标的

Δ市值

现股数(环比)

增持

— VOXX INTL CORP

+$17.2M

1,742,558 +903%

减持

IVV ISHARES TR

+$4.1M

98,953 -2%

减持

GNTX GENTEX CORP

-$3.9M

401,226 -23%

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

IYK ISHARES TR

-$3.7M

0 -100%

减持

QUAL ISHARES TR

+$3.4M

281,337 -2%

建仓

IEZ ISHARES TR

+$3.4M

153,784

清仓

— INVESCO EXCH TRD SLF IDX FD

-$2.8M

0 -100%

增持

AGG ISHARES TR

+$2.8M

30,146 +1150%

增持

VOO VANGUARD INDEX FDS

+$2.1M

14,370 +36%

增持

IWR ISHARES TR

+$1.9M

27,572 +798%

建仓

SHY ISHARES TR

+$1.5M

17,822

增持

IJR ISHARES TR

+$1.4M

59,837 +12%

减持

VLUE ISHARES TR

+$1.1M

162,454 -4%

增持

IWV ISHARES TR

+$927.1K

4,205 +360%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$881.9K

39,300 +5%

减持

ITB ISHARES TR

+$881.7K

50,281 -7%

增持

MSFT MICROSOFT CORP

+$832.5K

11,127 +5%

减持

MTUM ISHARES TR

+$827.6K

126,516 -7%

增持

ITOT ISHARES TR

+$826.8K

47,469 +7%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$745.3K

44,525 +0%

增持

SPY SPDR S&P 500 ETF TR

+$705.2K

11,122 +4%

减持

ABT ABBOTT LABS

+$640.0K

48,890 -0%

减持

USMV ISHARES TR

+$626.4K

229,589 -4%

减持

DGRO ISHARES TR

+$610.4K

221,839 -3%

增持

ACWI ISHARES TR

+$609.6K

37,383 +8%

增持

JPM JPMORGAN CHASE & CO

+$595.1K

13,042 +17%

减持

SOXX ISHARES TR

+$581.8K

8,186 -6%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$573.0K

2,563 +118%

建仓

DFSV DIMENSIONAL ETF TRUST

+$565.5K

19,418

减持

SVAL ISHARES TR

+$562.1K

258,353 -8%

增持

IJH ISHARES TR

+$540.2K

7,004 +25%

建仓

FTC FIRST TRUST LRGCP GWT ALPHAD

+$534.1K

4,875

建仓

FTA FIRST TR LRG CP VL ALPHADEX

+$520.7K

7,351

减持

AAPL APPLE INC

+$477.7K

27,361 -2%

增持

ACWV ISHARES INC

+$475.7K

92,104 +0%

建仓

FNX FIRST TR MID CAP CORE ALPHAD

+$445.2K

4,262

减持

ITA ISHARES TR

+$441.9K

31,930 -6%

增持

XSLV INVESCO EXCH TRADED FD TR II

+$432.2K

91,129 +0%

减持

IGV ISHARES TR

+$426.5K

10,378 -6%

建仓

IEFA ISHARES TR

+$416.7K

5,923

减持

VTV VANGUARD INDEX FDS

-$399.0K

28,266 -16%

减持

IAU ISHARES GOLD TR

+$397.8K

161,206 -4%

增持

AMZN AMAZON COM INC

+$387.7K

14,913 +1%

减持

JNJ JOHNSON & JOHNSON

-$380.9K

12,493 -17%

减持

XMLV INVESCO EXCH TRADED FD TR II

+$376.6K

107,466 -1%

减持

AIRR FIRST TR EXCHANGE-TRADED FD

-$372.2K

10,074 -46%

减持

EFAV ISHARES TR

+$368.6K

100,918 -1%

增持

IWM ISHARES TR

+$339.7K

5,192 +31%

建仓

IEMG ISHARES INC

+$332.8K

6,579

增持

EFA ISHARES TR

+$330.5K

20,995 +16%

增持

IQLT ISHARES TR

+$322.9K

78,165 +1%

建仓

DFAI DIMENSIONAL ETF TRUST

+$320.5K

11,192

减持

SPHQ INVESCO EXCHANGE TRADED FD T

+$320.1K

101,046 -2%

建仓

DFAT DIMENSIONAL ETF TRUST

+$308.1K

5,888

增持

ABBV ABBVIE INC

+$297.8K

50,138 +0%

清仓

COMT ISHARES U S ETF TR

-$288.2K

0 -100%

增持

MIY BLACKROCK MUNIYIELD MICH QU

+$269.2K

177,860 +1%

建仓

UNP UNION PAC CORP

+$265.8K

1,082

增持

DGRW WISDOMTREE TR

+$257.8K

15,126 +19%

建仓

PNC PNC FINL SVCS GROUP INC

+$247.1K

1,596

建仓

SCHG SCHWAB STRATEGIC TR

+$245.9K

2,964

建仓

MBWM MERCANTILE BK CORP

+$244.3K

6,050

建仓

ALL ALLSTATE CORP

+$232.2K

1,659

减持

INTC INTEL CORP

+$230.1K

17,175 -4%

建仓

MDLZ MONDELEZ INTL INC

+$225.4K

3,112

减持

ESGV VANGUARD WORLD FD

+$225.2K

28,610 -3%

建仓

HON HONEYWELL INTL INC

+$223.8K

1,067

建仓

TPLC TIMOTHY PLAN

+$220.5K

5,771

减持

CL COLGATE PALMOLIVE CO

+$220.4K

28,231 -1%

建仓

MA MASTERCARD INCORPORATED

+$219.7K

515

建仓

ADI ANALOG DEVICES INC

+$219.6K

1,106

建仓

QMOM EA SERIES TRUST

+$219.0K

4,393

增持

— MACATAWA BK CORP

+$216.8K

91,250 +1%

建仓

DWM WISDOMTREE TR

+$216.3K

4,119

建仓

SMLF ISHARES TR

+$215.5K

3,664

建仓

MGC VANGUARD WORLD FD

+$215.5K

1,273

增持

CVX CHEVRON CORP NEW

+$202.0K

4,048 +70%

增持

— EXXON MOBIL CORP

-$201.1K

12,614 +1%

建仓

FYX FIRST TR SML CP CORE ALPHA F

+$200.6K

2,191

减持

ARKK ARK ETF TR

+$197.1K

26,837 -12%

增持

EFV ISHARES TR

+$195.3K

11,141 +42%

减持

DON WISDOMTREE TR

+$180.4K

41,231 -1%

增持

OXY OCCIDENTAL PETE CORP

+$176.5K

9,594 +57%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$158.8K

5,248 +11%

减持

HBAN HUNTINGTON BANCSHARES INC

+$157.9K

75,282 -2%

减持

FXR FIRST TR EXCHANGE TRADED FD

-$157.7K

9,305 -30%

增持

DNL WISDOMTREE TR

+$150.0K

41,859 +0%

增持

V VISA INC

+$143.8K

2,450 +14%

减持

EEMV ISHARES INC

+$140.9K

97,806 -1%

清仓

NWL NEWELL BRANDS INC

-$138.7K

0 -100%

减持

VOE VANGUARD INDEX FDS

+$136.4K

11,845 -2%

清仓

— STEELCASE INC

-$136.4K

0 -100%

增持

UBER UBER TECHNOLOGIES INC

+$135.3K

8,605 +0%

增持

DHR DANAHER CORPORATION

+$132.1K

2,986 +33%

增持

VUG VANGUARD INDEX FDS

+$127.9K

1,601 +18%

增持

SYK STRYKER CORPORATION

+$127.5K

4,724 +0%

增持

AIVL WISDOMTREE TR

+$127.3K

18,289 +0%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$126.8K

21,799 +11%

减持

QQQ INVESCO QQQ TR

+$124.8K

2,708 -1%

增持

HD HOME DEPOT INC

+$116.7K

2,153 +3%

增持

META META PLATFORMS INC

+$116.0K

1,398 +11%

增持

MCD MCDONALDS CORP

+$110.9K

3,321 +0%

增持

MMM 3M CO

+$103.4K

6,190 +1%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$100.5K

648 +30%

增持

QVAL EA SERIES TRUST

+$100.4K

24,657 +2%

增持

ADBE ADOBE INC

+$93.3K

512 +23%

减持

BIBL NORTHERN LTS FD TR IV

+$92.1K

25,667 -0%

增持

ISMD NORTHERN LTS FD TR IV

+$82.4K

18,775 +0%

增持

— ACCENTURE PLC IRELAND

+$82.3K

1,844 +0%

减持

SSUS STRATEGY SHS

-$81.1K

24,481 -12%

增持

WPM WHEATON PRECIOUS METALS CORP

+$80.3K

8,286 +2%

减持

NEE NEXTERA ENERGY INC

-$76.5K

10,160 -16%

增持

VT VANGUARD INTL EQUITY INDEX F

+$75.3K

4,348 +9%

减持

CRM SALESFORCE INC

+$71.7K

1,322 -3%

减持

IAK ISHARES TR

+$71.3K

42,074 -7%

减持

DGRS WISDOMTREE TR

+$69.4K

17,633 -5%

增持

MLKN MILLERKNOLL INC

+$69.3K

28,796 +1%

增持

GOOG ALPHABET INC

+$68.4K

4,163 +6%

增持

WFC WELLS FARGO CO NEW

+$65.8K

6,952 +3%

增持

CAT CATERPILLAR INC

+$63.1K

2,685 +0%

减持

SLV ISHARES SILVER TR

+$62.3K

175,920 -5%

增持

SUSA ISHARES TR

+$62.2K

5,530 +1%

增持

— ASML HOLDING N V

+$59.6K

351 +0%

增持

MRVL MARVELL TECHNOLOGY INC

+$56.8K

9,137 +0%

增持

ESG FLEXSHARES TR

+$53.2K

4,833 +0%

增持

AMGN AMGEN INC

+$52.7K

2,304 +1%

增持

ESGG FLEXSHARES TR

+$50.0K

3,270 +1%

减持

VSGX VANGUARD WORLD FD

+$49.4K

10,419 -0%

增持

LMT LOCKHEED MARTIN CORP

+$48.6K

701 +7%

增持

DE DEERE & CO

+$45.8K

1,968 +0%

增持

VXUS VANGUARD STAR FDS

+$43.1K

5,478 +7%

减持

— EATON CORP PLC

+$42.8K

2,500 -5%

增持

ACWX ISHARES TR

+$39.6K

9,483 +0%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$36.5K

1,456 +1%

减持

IWN ISHARES TR

-$33.8K

2,197 -21%

增持

DOW DOW INC

+$33.1K

6,501 +4%

增持

PEP PEPSICO INC

+$33.1K

4,284 +5%

减持

PG PROCTER AND GAMBLE CO

-$30.3K

14,582 -2%

减持

SUI SUN CMNTYS INC

-$27.0K

2,819 -17%

减持

RPV INVESCO EXCHANGE TRADED FD T

-$23.8K

14,743 -12%

增持

RPG INVESCO EXCHANGE TRADED FD T

+$21.6K

9,801 +0%

减持

— INVESCO EXCH TRD SLF IDX FD

-$21.5K

39,295 -4%

增持

SDOG ALPS ETF TR

+$20.0K

4,682 +0%

减持

XLE SELECT SECTOR SPDR TR

-$19.0K

2,742 -0%

增持

WMT WALMART INC

+$17.4K

3,084 +5%

减持

PECO PHILLIPS EDISON & CO INC

+$17.3K

36,729 -7%

增持

MRK MERCK & CO INC

+$17.2K

1,995 +3%

增持

COP CONOCOPHILLIPS

+$13.4K

1,875 +10%

增持

KO COCA COLA CO

+$12.9K

3,784 +1%

增持

CSCO CISCO SYS INC

+$9.7K

4,969 +11%