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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 62
减持 54
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$22.5M
114,690
-59%
增持
IVV
ISHARES TR
+$12.1M
112,990
+14%
增持
DFSV
DIMENSIONAL ETF TRUST
+$10.3M
362,635
+1768%
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。
减持
VLUE
ISHARES TR
-$10.0M
59,764
-63%
减持
MTUM
ISHARES TR
-$8.6M
60,021
-53%
增持
—
VOXX INTL CORP
+$8.4M
3,311,354
+90%
减持
ACWV
ISHARES INC
-$7.9M
12,992
-86%
减持
SVAL
ISHARES TR
-$7.0M
32,852
-87%
增持
QVAL
EA SERIES TRUST
+$5.1M
136,511
+454%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$4.7M
18,637
-83%
清仓
SLV
ISHARES SILVER TR
-$3.8M
0
-100%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$3.6M
8,582
-91%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$3.6M
58,149
减持
AGG
ISHARES TR
-$2.5M
4,759
-84%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
38,551
-2%
增持
SHY
ISHARES TR
+$2.1M
43,002
+141%
减持
VOO
VANGUARD INDEX FDS
-$1.9M
9,206
-36%
增持
GNTX
GENTEX CORP
+$1.4M
401,233
+0%
建仓
BOXX
EA SERIES TRUST
+$1.3M
12,065
减持
ABBV
ABBVIE INC
+$1.3M
49,572
-1%
增持
ITOT
ISHARES TR
+$1.2M
54,162
+14%
减持
IWR
ISHARES TR
-$1.2M
11,168
-59%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.0M
107,540
+6%
减持
IWV
ISHARES TR
-$794.6K
1,188
-72%
增持
IEZ
ISHARES TR
+$677.2K
171,169
+11%
增持
AMZN
AMAZON COM INC
+$640.8K
16,114
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$586.7K
44,948
+1%
增持
FRDM
EA SERIES TRUST
+$573.4K
44,034
+59%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$551.1K
0
-100%
增持
ESGV
VANGUARD WORLD FD
+$536.5K
31,872
+11%
增持
SOXX
ISHARES TR
+$524.2K
23,195
+183%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$520.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$495.9K
11,055
-1%
减持
DGRO
ISHARES TR
+$491.7K
214,107
-3%
减持
IAK
ISHARES TR
+$480.7K
39,981
-5%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$445.2K
0
-100%
减持
ESML
ISHARES TR
-$429.8K
15,000
-45%
增持
JPM
JPMORGAN CHASE & CO
+$405.1K
13,098
+0%
增持
SOFI
SOFI TECHNOLOGIES INC
-$377.3K
183,918
+6%
清仓
SUI
SUN CMNTYS INC
-$376.8K
0
-100%
清仓
BLES
NORTHERN LTS FD TR IV
-$370.7K
0
-100%
减持
USMV
ISHARES TR
+$366.6K
218,729
-5%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$331.7K
2,438
建仓
LLY
ELI LILLY & CO
+$319.7K
411
增持
CL
COLGATE PALMOLIVE CO
+$315.4K
28,492
+1%
增持
PG
PROCTER AND GAMBLE CO
+$314.8K
15,110
+4%
增持
AAPL
APPLE INC
-$296.6K
28,991
+6%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$294.9K
0
-100%
减持
MSFT
MICROSOFT CORP
+$294.4K
10,645
-4%
增持
SYK
STRYKER CORPORATION
+$292.0K
4,769
+1%
建仓
MO
ALTRIA GROUP INC
+$280.0K
6,418
增持
CAT
CATERPILLAR INC
+$278.3K
2,926
+9%
建仓
SIL
GLOBAL X FDS
+$275.3K
10,024
清仓
VB
VANGUARD INDEX FDS
-$249.4K
0
-100%
建仓
AVGO
BROADCOM INC
+$249.2K
188
增持
ABT
ABBOTT LABS
+$248.9K
49,536
+1%
清仓
SCHG
SCHWAB STRATEGIC TR
-$245.9K
0
-100%
建仓
GOOGL
ALPHABET INC
+$245.1K
1,624
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$244.1K
420
减持
IAU
ISHARES GOLD TR
+$243.8K
155,573
-3%
增持
META
META PLATFORMS INC
+$241.3K
1,516
+8%
建仓
UNH
UNITEDHEALTH GROUP INC
+$235.0K
475
建仓
AMD
ADVANCED MICRO DEVICES INC
+$233.9K
1,296
减持
ACWI
ISHARES TR
-$232.0K
32,439
-13%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$230.6K
13,567
+64%
建仓
IYJ
ISHARES TR
+$229.8K
1,828
建仓
KMB
KIMBERLY-CLARK CORP
+$227.5K
1,759
清仓
HON
HONEYWELL INTL INC
-$223.8K
0
-100%
清仓
TPLC
TIMOTHY PLAN
-$220.5K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$219.6K
0
-100%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$217.3K
11,882
+18%
清仓
SMLF
ISHARES TR
-$215.5K
0
-100%
建仓
AOA
ISHARES TR
+$213.7K
2,909
建仓
DFAC
DIMENSIONAL ETF TRUST
+$209.9K
6,570
建仓
COST
COSTCO WHSL CORP NEW
+$209.5K
286
建仓
DIS
DISNEY WALT CO
+$205.1K
1,676
建仓
NVDA
NVIDIA CORPORATION
+$203.3K
225
清仓
EMR
EMERSON ELEC CO
-$202.4K
0
-100%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$202.4K
3,708
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$200.6K
0
-100%
减持
TSLA
TESLA INC
-$200.3K
2,003
-10%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$197.5K
2,925
+14%
增持
HD
HOME DEPOT INC
+$194.1K
2,451
+14%
增持
—
EATON CORP PLC
+$185.3K
2,518
+1%
减持
ITB
ISHARES TR
+$178.6K
45,726
-9%
增持
DHR
DANAHER CORPORATION
+$176.5K
3,473
+16%
增持
IEFA
ISHARES TR
+$174.1K
7,960
+34%
减持
NEE
NEXTERA ENERGY INC
-$171.2K
6,978
-31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$169.5K
25,507
+17%
增持
IJH
ISHARES TR
+$169.2K
34,744
+396%
减持
AIVL
WISDOMTREE TR
-$160.1K
15,660
-14%
减持
ITA
ISHARES TR
+$156.9K
31,829
-0%
减持
—
MACATAWA BK CORP
-$145.7K
90,252
-1%
减持
EFA
ISHARES TR
-$145.6K
17,986
-14%
增持
V
VISA INC
+$143.3K
2,799
+14%
增持
UBER
UBER TECHNOLOGIES INC
+$142.8K
8,736
+2%
增持
WMT
WALMART INC
+$141.7K
10,436
+238%
减持
—
EXXON MOBIL CORP
+$131.5K
11,980
-5%
增持
DON
WISDOMTREE TR
+$127.2K
41,234
+0%
减持
BIBL
NORTHERN LTS FD TR IV
-$111.1K
20,166
-21%
减持
MMM
3M CO
-$107.7K
5,364
-13%
减持
VOE
VANGUARD INDEX FDS
+$107.0K
11,704
-1%
减持
INTC
INTEL CORP
-$105.0K
17,161
-0%
增持
—
ASML HOLDING N V
+$99.2K
376
+7%
减持
VTV
VANGUARD INDEX FDS
-$98.1K
25,345
-10%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$97.9K
75,662
+1%
减持
VXUS
VANGUARD STAR FDS
-$96.0K
3,674
-33%
增持
CVX
CHEVRON CORP NEW
+$95.1K
4,431
+9%
增持
TRGP
TARGA RES CORP
+$93.8K
2,999
+8%
减持
EEMV
ISHARES INC
+$92.2K
97,707
-0%
减持
DGRW
WISDOMTREE TR
+$85.4K
15,073
-0%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$84.9K
12,723
-14%
增持
WFC
WELLS FARGO CO NEW
+$80.9K
7,300
+5%
增持
CRM
SALESFORCE INC
+$80.7K
1,423
+8%
减持
ADBE
ADOBE INC
-$77.9K
451
-12%
增持
JNJ
JOHNSON & JOHNSON
+$74.1K
12,847
+3%
减持
IJR
ISHARES TR
+$73.9K
59,277
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$67.7K
1,605
+12%
增持
IEMG
ISHARES INC
+$67.0K
7,748
+18%
增持
OXY
OCCIDENTAL PETE CORP
+$65.7K
9,825
+2%
增持
DE
DEERE & CO
+$64.9K
2,074
+5%
增持
ALL
ALLSTATE CORP
+$64.1K
1,713
+3%
增持
MA
MASTERCARD INCORPORATED
+$58.7K
578
+12%
增持
CSCO
CISCO SYS INC
+$57.2K
6,176
+24%
增持
PEP
PEPSICO INC
+$57.1K
4,484
+5%
增持
GOOG
ALPHABET INC
+$54.3K
4,210
+1%
减持
DNL
WISDOMTREE TR
+$53.0K
41,176
-2%
增持
KO
COCA COLA CO
+$50.7K
4,473
+18%
减持
ESG
FLEXSHARES TR
+$50.4K
4,828
-0%
增持
MLKN
MILLERKNOLL INC
-$50.1K
29,004
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$47.8K
4,481
+3%
减持
SUSA
ISHARES TR
+$47.6K
5,528
-0%
减持
SSUS
STRATEGY SHS
+$45.8K
23,876
-2%
增持
MDLZ
MONDELEZ INTL INC
+$44.9K
3,862
+24%
增持
ESGG
FLEXSHARES TR
+$44.5K
3,275
+0%
减持
EFV
ISHARES TR
-$43.4K
9,872
-11%
增持
GDX
VANECK ETF TRUST
+$42.4K
13,964
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$42.1K
791
+13%
增持
LBRT
LIBERTY ENERGY INC
+$41.8K
13,868
+2%
减持
VUG
VANGUARD INDEX FDS
+$39.9K
1,562
-2%
减持
PFE
PFIZER INC
-$39.3K
10,050
-9%
减持
QQQ
INVESCO QQQ TR
+$38.8K
2,585
-5%
增持
COP
CONOCOPHILLIPS
+$38.2K
2,010
+7%
减持
MRK
MERCK & CO INC
+$36.8K
1,927
-3%
减持
EFAV
ISHARES TR
+$36.0K
99,233
-2%
增持
IGV
ISHARES TR
+$35.9K
49,790
+380%
减持
DGRS
WISDOMTREE TR
+$33.6K
17,529
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$33.6K
4,713
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.4K
1,072
-26%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$32.8K
7,717
-21%
