小隐寺数据中心
概览
新闻
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
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 60
减持 66
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$2.4M
25,290
减持
SOFI
SOFI TECHNOLOGIES INC
+$1.7M
224,000
-0%
清仓
IYE
ISHARES TR
-$1.7M
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
WPM
WHEATON PRECIOUS METALS CORP
+$1.4M
65,645
+72%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.4M
47,880
减持
SHY
ISHARES TR
-$1.1M
55,973
-19%
增持
ABBV
ABBVIE INC
-$967.1K
49,683
+0%
减持
EFAV
ISHARES TR
-$698.0K
93,537
-2%
增持
IAI
ISHARES TR
+$685.3K
37,590
+2%
增持
IGV
ISHARES TR
+$671.5K
54,332
+2%
增持
ITB
ISHARES TR
-$658.9K
39,662
+6%
减持
WTFC
WINTRUST FINL CORP
-$621.3K
5,111
-56%
减持
EEMV
ISHARES INC
-$562.0K
90,317
-2%
增持
AMZN
AMAZON COM INC
+$546.0K
14,876
+2%
增持
USMV
ISHARES TR
-$495.3K
252,107
+1%
减持
IVV
ISHARES TR
+$470.7K
112,767
-1%
清仓
TRGP
TARGA RES CORP
-$446.3K
0
-100%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$404.6K
20,825
减持
DGRO
ISHARES TR
-$400.8K
260,209
-0%
减持
GNTX
GENTEX CORP
-$391.1K
398,071
-0%
减持
CL
COLGATE PALMOLIVE CO
-$373.8K
28,453
-0%
建仓
BITB
BITWISE BITCOIN ETF TR
+$348.7K
6,858
减持
QUAL
ISHARES TR
-$334.7K
102,800
-1%
减持
AAPL
APPLE INC
+$333.4K
25,209
-2%
减持
MLKN
MILLERKNOLL INC
-$321.6K
17,989
-39%
增持
IQLT
ISHARES TR
-$319.9K
73,967
+0%
减持
QVAL
EA SERIES TRUST
-$315.3K
135,885
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$307.7K
11,270
-1%
增持
ITOT
ISHARES TR
+$305.8K
61,355
+2%
增持
ESGV
VANGUARD WORLD FD
+$284.2K
33,308
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$281.4K
10,382
+3%
清仓
SDOG
ALPS ETF TR
-$276.9K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$268.7K
2,039
减持
VOE
VANGUARD INDEX FDS
-$255.7K
9,897
-11%
减持
TSLA
TESLA INC
+$255.5K
1,863
-2%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$252.9K
3,100
清仓
AMD
ADVANCED MICRO DEVICES INC
-$252.2K
0
-100%
减持
VLUE
ISHARES TR
-$251.2K
48,415
-2%
建仓
COIN
COINBASE GLOBAL INC
+$244.1K
983
增持
BOXX
EA SERIES TRUST
+$240.3K
26,095
+8%
清仓
PHG
KONINKLIJKE PHILIPS N V
-$238.7K
0
-100%
清仓
MRK
MERCK & CO INC
-$235.6K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$231.5K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$224.9K
2,036
建仓
QFLR
INNOVATOR ETFS TRUST
+$223.2K
7,633
清仓
IDU
ISHARES TR
-$219.9K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$218.1K
1,015
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$216.3K
3,105
清仓
LLY
ELI LILLY & CO
-$215.3K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$215.3K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$215.1K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$209.8K
873
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$208.7K
41,567
-1%
减持
EFA
ISHARES TR
-$200.7K
17,726
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$180.6K
43,696
+2%
增持
JNJ
JOHNSON & JOHNSON
-$180.4K
11,061
+1%
减持
VTV
VANGUARD INDEX FDS
-$177.3K
26,017
-1%
增持
IWR
ISHARES TR
+$175.5K
13,183
+17%
减持
DHR
DANAHER CORPORATION
-$173.7K
3,544
-0%
增持
IYJ
ISHARES TR
+$154.8K
36,763
+3%
增持
DNL
WISDOMTREE TR
-$144.6K
43,939
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$142.2K
24,702
-4%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
-$135.2K
177,360
+1%
减持
BIBL
NORTHERN LTS FD TR IV
-$132.0K
17,985
-12%
减持
IEFA
ISHARES TR
-$131.7K
8,340
-9%
增持
DLN
WISDOMTREE TR
+$129.7K
10,114
+21%
增持
LBRT
LIBERTY ENERGY INC
+$126.1K
21,725
+36%
增持
WMT
WALMART INC
+$121.7K
10,015
+3%
减持
MSFT
MICROSOFT CORP
-$118.3K
9,097
-1%
增持
VSGX
VANGUARD WORLD FD
+$117.6K
13,300
+29%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$110.2K
35,649
+18%
减持
AIVL
WISDOMTREE TR
-$109.1K
14,099
-3%
减持
NVDA
NVIDIA CORPORATION
-$107.5K
6,533
-19%
减持
—
EXXON MOBIL CORP
-$103.7K
9,150
-1%
增持
V
VISA INC
+$96.8K
2,181
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$94.4K
9,242
+41%
减持
NEE
NEXTERA ENERGY INC
-$94.1K
6,851
-1%
减持
IJR
ISHARES TR
-$93.1K
30,814
-1%
增持
QQQ
INVESCO QQQ TR
+$90.6K
2,646
+2%
增持
IAK
ISHARES TR
+$88.2K
37,727
+4%
减持
WFC
WELLS FARGO CO NEW
+$87.1K
7,323
-3%
减持
AMGN
AMGEN INC
-$83.7K
1,354
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$83.0K
65,453
-2%
增持
SYK
STRYKER CORPORATION
+$82.8K
4,975
+5%
减持
INTC
INTEL CORP
-$80.4K
15,775
-7%
增持
GOOGL
ALPHABET INC
+$78.3K
1,952
+11%
减持
AGG
ISHARES TR
-$78.1K
2,110
-24%
增持
CAT
CATERPILLAR INC
-$78.0K
2,928
+0%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$71.7K
74,006
-4%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$70.4K
101,080
-1%
增持
CRM
SALESFORCE INC
+$70.0K
1,051
+2%
增持
VUG
VANGUARD INDEX FDS
+$68.1K
1,627
+4%
减持
EEM
ISHARES TR
-$66.8K
5,850
-14%
减持
SSUS
STRATEGY SHS
-$63.4K
9,864
-14%
减持
ISMD
NORTHERN LTS FD TR IV
-$62.9K
15,758
-9%
减持
ACWV
ISHARES INC
-$60.5K
8,329
-2%
增持
CSCO
CISCO SYS INC
+$60.4K
5,806
+9%
减持
ABT
ABBOTT LABS
-$60.0K
44,736
-0%
减持
DGRS
WISDOMTREE TR
-$59.0K
15,641
-6%
减持
VOO
VANGUARD INDEX FDS
-$55.3K
7,917
-3%
减持
KO
COCA COLA CO
-$55.3K
4,299
-4%
增持
HD
HOME DEPOT INC
+$52.1K
2,686
+10%
减持
GOOG
ALPHABET INC
+$50.9K
3,332
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$50.8K
728
+5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$49.6K
3,080
+3%
减持
IVLU
ISHARES TR
-$47.1K
10,341
-7%
增持
IEMG
ISHARES INC
-$46.6K
9,184
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$44.8K
3,404
-6%
增持
MCD
MCDONALDS CORP
-$44.7K
3,429
+1%
增持
—
ACCENTURE PLC IRELAND
+$44.4K
1,748
+8%
增持
DON
WISDOMTREE TR
+$41.3K
41,855
+2%
减持
DGRW
WISDOMTREE TR
-$39.0K
14,096
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$35.8K
383,465
+0%
减持
IAU
ISHARES GOLD TR
-$34.6K
158,783
-0%
增持
ITA
ISHARES TR
+$33.9K
33,296
+4%
增持
PG
PROCTER AND GAMBLE CO
-$33.4K
13,858
+2%
减持
SVAL
ISHARES TR
-$32.0K
23,753
-5%
减持
KMB
KIMBERLY-CLARK CORP
-$30.2K
1,653
-5%
增持
PEP
PEPSICO INC
-$29.9K
4,111
+7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$29.5K
6,623
+9%
减持
ACWX
ISHARES TR
-$29.3K
5,733
-0%
增持
COST
COSTCO WHSL CORP NEW
+$28.1K
260
+10%
增持
PFE
PFIZER INC
-$27.4K
11,906
+0%
减持
EFV
ISHARES TR
-$24.8K
4,785
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$22.8K
1,304
+5%
减持
DSI
ISHARES TR
-$21.3K
2,114
-10%
减持
SLV
ISHARES SILVER TR
-$20.5K
7,745
-2%
减持
IJH
ISHARES TR
-$19.6K
35,806
-1%
增持
SCHV
SCHWAB STRATEGIC TR
-$18.9K
26,265
+200%
增持
MBWM
MERCANTILE BK CORP
+$17.0K
6,391
+5%
减持
MGK
VANGUARD WORLD FD
+$16.5K
2,898
-5%
增持
SCHF
SCHWAB STRATEGIC TR
-$14.9K
19,877
+114%
减持
CVX
CHEVRON CORP NEW
-$14.8K
1,616
-4%
减持
AOK
ISHARES TR
-$14.0K
6,748
-2%
增持
ACWI
ISHARES TR
-$13.8K
31,121
+1%
增持
UNP
UNION PAC CORP
+$12.3K
977
+14%
增持
MMM
3M CO
-$12.1K
1,821
+1%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$11.9K
10,291
-0%
增持
ESG
FLEXSHARES TR
+$11.8K
4,875
+0%
增持
ESGG
FLEXSHARES TR
-$11.4K
3,330
+1%
减持
IWV
ISHARES TR
-$11.3K
3,082
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$11.1K
5,838
+0%
减持
MTUM
ISHARES TR
-$11.0K
57,254
-2%
减持
META
META PLATFORMS INC
+$10.3K
1,358
-1%
增持
PM
PHILIP MORRIS INTL INC
+$9.8K
3,626
+3%
增持
SUSA
ISHARES TR
+$8.9K
5,578
+0%
减持
GLD
SPDR GOLD TR
-$8.5K
2,119
-1%
增持
ALL
ALLSTATE CORP
+$8.1K
1,687
+1%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$7.8K
12,158
-1%
清仓
—
CREATIVE MEDIA & CMNTY TR
-$6.6K
0
-100%
