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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 22增持 69减持 50清仓 9

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$7.5M

117,478 +2%

增持

IJH ISHARES TR

+$3.4M

93,112 +114%

增持

GNTX GENTEX CORP

+$2.9M

408,550 +4%

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

BRK/B BERKSHIRE HATHAWAY INC DEL

+$2.3M

51,096 +6%

减持

ABBV ABBVIE INC

+$2.2M

49,250 -1%

增持

IDHQ INVESCO EXCH TRADED FD TR II

+$2.1M

184,197 +49%

增持

SPY SPDR S&P 500 ETF TR

+$2.1M

11,661 +27%

减持

SOFI SOFI TECHNOLOGIES INC

+$2.1M

253,395 -0%

增持

IAU ISHARES GOLD TR

+$2.0M

157,991 +3%

增持

TAXE T ROWE PRICE ETF INC

+$1.6M

56,905 +128%

减持

ARKB ARK 21SHARES BITCOIN ETF

-$1.6M

30,510 -60%

增持

SLV ISHARES SILVER TR

+$1.3M

52,848 +83%

减持

SHY ISHARES TR

-$1.3M

55,147 -22%

增持

IAI ISHARES TR

+$1.2M

42,106 +13%

增持

DFSV DIMENSIONAL ETF TRUST

+$1.1M

439,551 +0%

减持

AAPL APPLE INC

+$1.0M

21,938 -1%

增持

ITA ISHARES TR

+$980.9K

35,165 +4%

减持

BITB BITWISE BITCOIN ETF TR

-$919.1K

16,681 -50%

增持

DFAI DIMENSIONAL ETF TRUST

+$913.9K

145,609 +15%

减持

QUAL ISHARES TR

+$881.9K

91,453 -1%

减持

MTUM ISHARES TR

+$726.2K

53,304 -1%

增持

IWV ISHARES TR

+$703.6K

4,192 +66%

增持

ITOT ISHARES TR

+$698.0K

60,716 +1%

增持

IGV ISHARES TR

+$662.9K

58,105 +6%

增持

IYC ISHARES TR

+$653.8K

62,210 +6%

增持

USMV ISHARES TR

+$633.8K

247,419 +1%

减持

DGRO ISHARES TR

+$627.5K

234,822 -2%

建仓

IXN ISHARES TR

+$612.8K

5,937

建仓

IXP ISHARES TR

+$598.3K

4,841

增持

QQQ INVESCO QQQ TR

+$596.0K

3,423 +29%

建仓

SPMO INVESCO EXCH TRADED FD TR II

+$545.7K

4,508

增持

IYJ ISHARES TR

+$515.9K

43,689 +6%

减持

VLUE ISHARES TR

+$468.9K

40,419 -0%

建仓

IYW ISHARES TR

+$450.1K

2,298

增持

BOXX EA SERIES TRUST

+$449.0K

21,171 +22%

清仓

SSUS STRATEGY SHS

-$443.6K

0 -100%

增持

IAK ISHARES TR

+$422.6K

45,277 +8%

增持

JNJ JOHNSON & JOHNSON

+$411.1K

11,033 +3%

建仓

XLK SELECT SECTOR SPDR TR

+$397.1K

1,409

清仓

PM PHILIP MORRIS INTL INC

-$380.1K

0 -100%

增持

IEFA ISHARES TR

+$370.3K

16,614 +28%

增持

BSCR INVESCO EXCH TRD SLF IDX FD

+$362.1K

29,204 +169%

清仓

COIN COINBASE GLOBAL INC

-$346.6K

0 -100%

清仓

AGG ISHARES TR

-$330.4K

0 -100%

建仓

GDX VANECK ETF TRUST

+$320.7K

4,197

增持

WTFC WINTRUST FINL CORP

+$312.9K

5,366 +67%

减持

CL COLGATE PALMOLIVE CO

-$311.3K

27,883 -0%

增持

ESGV VANGUARD WORLD FD

+$304.3K

33,353 +0%

建仓

XLF SELECT SECTOR SPDR TR

+$302.6K

5,617

增持

JPM JPMORGAN CHASE & CO.

+$290.6K

11,327 +0%

减持

QVAL EA SERIES TRUST

+$284.2K

130,752 -1%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$283.2K

5,334 +0%

增持

NVDA NVIDIA CORPORATION

+$279.4K

7,091 +7%

减持

VTV VANGUARD INDEX FDS

+$275.5K

28,544 -0%

建仓

XLY SELECT SECTOR SPDR TR

+$267.2K

1,115

建仓

BSCS INVESCO EXCH TRD SLF IDX FD

+$262.7K

12,772

增持

GOOGL ALPHABET INC

+$252.8K

2,352 +30%

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$251.2K

3,864

减持

EFAV ISHARES TR

-$247.2K

81,417 -4%

建仓

XLC SELECT SECTOR SPDR TR

+$241.2K

2,038

清仓

— ACCENTURE PLC IRELAND

-$240.6K

0 -100%

减持

IJR ISHARES TR

+$239.3K

26,850 -1%

减持

ACWI ISHARES TR

+$237.1K

30,514 -1%

清仓

CSCO CISCO SYS INC

-$234.9K

0 -100%

建仓

AVGO BROADCOM INC

+$230.6K

699

建仓

SIL GLOBAL X FDS

+$224.7K

3,137

增持

IWM ISHARES TR

+$223.6K

4,846 +10%

减持

DFAS DIMENSIONAL ETF TRUST

+$222.8K

62,978 -2%

增持

GOOG ALPHABET INC

+$220.9K

3,063 +3%

减持

CAT CATERPILLAR INC

+$219.2K

2,783 -3%

增持

XLI SELECT SECTOR SPDR TR

+$209.9K

3,311 +62%

建仓

DFAC DIMENSIONAL ETF TRUST

+$209.7K

5,437

建仓

VB VANGUARD INDEX FDS

+$209.5K

824

建仓

PHG KONINKLIJKE PHILIPS N V

+$207.2K

7,601

清仓

KO COCA COLA CO

-$206.6K

0 -100%

建仓

NUE NUCOR CORP

+$205.6K

1,518

建仓

VTI VANGUARD INDEX FDS

+$205.4K

626

清仓

ADP AUTOMATIC DATA PROCESSING IN

-$204.5K

0 -100%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$204.3K

1,120

清仓

CRM SALESFORCE INC

-$203.5K

0 -100%

建仓

DFAX DIMENSIONAL ETF TRUST

+$202.6K

6,456

建仓

IYF ISHARES TR

+$202.5K

1,599

减持

VOO VANGUARD INDEX FDS

+$200.8K

7,345 -3%

建仓

BUFR FIRST TR EXCHNG TRADED FD VI

+$200.5K

6,000

减持

AIRR FIRST TR EXCHANGE TRADED FD

+$187.5K

13,174 -1%

减持

TSLA TESLA INC

+$176.2K

1,687 -7%

增持

IWR ISHARES TR

+$168.4K

15,713 +7%

增持

IEMG ISHARES INC

+$163.6K

16,704 +7%

增持

CVX CHEVRON CORP NEW

+$138.8K

2,927 +33%

增持

MU MICRON TECHNOLOGY INC

+$136.4K

3,058 +0%

减持

DE DEERE & CO

-$131.3K

1,897 -3%

增持

VT VANGUARD INTL EQUITY INDEX F

+$127.8K

5,112 +14%

增持

SYK STRYKER CORPORATION

-$123.0K

4,753 +0%

减持

SPHQ INVESCO EXCHANGE TRADED FD T

+$113.9K

92,177 -1%

减持

GLD SPDR GOLD TR

+$107.9K

2,160 -0%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$104.0K

2,575 -13%

减持

RSP INVESCO EXCHANGE TRADED FD T

+$101.5K

36,488 -3%

增持

WMT WALMART INC

+$96.9K

10,998 +4%

增持

AMZN AMAZON COM INC

+$92.3K

15,360 +3%

减持

MSFT MICROSOFT CORP

+$88.1K

9,687 -2%

减持

DON WISDOMTREE TR

+$85.5K

41,680 -0%

增持

XLE SELECT SECTOR SPDR TR

+$83.4K

3,537 +29%

增持

ABT ABBOTT LABS

-$77.9K

44,921 +0%

增持

PG PROCTER AND GAMBLE CO

-$76.2K

13,704 +0%

增持

VSGX VANGUARD WORLD FD

+$74.7K

15,267 +2%

减持

VOE VANGUARD INDEX FDS

+$71.6K

9,860 -2%

增持

MO ALTRIA GROUP INC

+$70.0K

6,530 +6%

增持

SOXX ISHARES TR

+$63.6K

1,248 +8%

减持

QQQM INVESCO EXCH TRADED FD TR II

+$62.6K

3,773 -1%

减持

DGRW WISDOMTREE TR

+$61.2K

13,911 -1%

减持

— ASML HOLDING N V

+$57.5K

350 -0%

增持

FLOT ISHARES TR

+$55.0K

12,650 +9%

减持

SUSA ISHARES TR

+$52.6K

5,905 -0%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$50.8K

7,745 +4%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$50.0K

6,873 -2%

增持

PEP PEPSICO INC

+$49.5K

4,134 +3%

减持

IQLT ISHARES TR

+$47.7K

49,196 -0%

减持

SVAL ISHARES TR

+$47.1K

19,603 -0%

增持

NEE NEXTERA ENERGY INC

+$44.3K

6,932 +0%

增持

— EATON CORP PLC

+$43.7K

2,514 +0%

增持

EFV ISHARES TR

+$42.7K

6,455 +4%

增持

VUG VANGUARD INDEX FDS

+$41.3K

982 +0%

减持

— EXXON MOBIL CORP

-$39.7K

7,973 -8%

减持

ESG FLEXSHARES TR

+$38.1K

5,164 -0%

增持

AOA ISHARES TR

+$38.1K

4,185 +6%

增持

DNL WISDOMTREE TR

+$34.7K

44,925 +1%

减持

ESGG FLEXSHARES TR

+$34.7K

3,563 -0%

增持

PNC PNC FINL SVCS GROUP INC

+$34.7K

1,325 +7%

增持

LMT LOCKHEED MARTIN CORP

+$34.2K

716 +3%

减持

EEMV ISHARES INC

-$31.3K

82,415 -2%

增持

MLKN MILLERKNOLL INC

-$30.0K

18,373 +0%

增持

ACWX ISHARES TR

+$29.2K

5,716 +2%

增持

V VISA INC

-$25.6K

2,107 +0%

增持

SLF SUN LIFE FINANCIAL INC.

-$23.2K

3,771 +0%

减持

ALL ALLSTATE CORP

+$21.0K

1,638 -0%

减持

MCD MCDONALDS CORP

+$20.7K

3,358 -2%

增持

MRVL MARVELL TECHNOLOGY INC

+$20.0K

2,819 +1%

减持

WFC WELLS FARGO CO NEW

+$19.7K

7,138 -1%

减持

DSI ISHARES TR

+$18.5K

2,173 -1%

减持

HD HOME DEPOT INC

+$17.7K

2,389 -8%

增持

REGL PROSHARES TR

+$16.7K

4,194 +0%

减持

IVAL EA SERIES TRUST

+$16.3K

16,558 -4%

增持

COST COSTCO WHSL CORP NEW

-$15.4K

301 +1%

减持

HBAN HUNTINGTON BANCSHARES INC

-$9.8K

53,044 -4%

减持

FPI FARMLAND PARTNERS INC

-$9.6K

12,070 -1%

减持

AIVL WISDOMTREE TR

+$9.5K

13,334 -0%

增持

LNG CHENIERE ENERGY INC

-$7.2K

1,010 +1%

增持

META META PLATFORMS INC

+$4.9K

668 +1%

增持

— INVESCO EXCH TRD SLF IDX FD

+$4.6K

26,763 +1%

减持

XMLV INVESCO EXCH TRADED FD TR II

+$4.4K

11,640 -2%