13F 机构持仓

Well Done, LLC

HOLLAND MI · SEC CIK 0001667132

2026Q22026Q1 更早 9 个季度 🔒
$7.43亿2026Q2 申报市值
202持仓数
47.1%前十大占比 · 第一大 12.5%
19 / 17新建仓 / 清仓
申报市值走势$7.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.5%
BRK/A 11.3%
AVLC 4.4%
BRK/B 3.5%
IJH 3.1%
USMV 3.0%
QUAL 2.4%
DIMENSIONAL ET 2.4%
MTUM 2.3%
BOXX 2.2%

2026Q2 买入最多 按季末市值估算

IYZ 新建仓+$901.78万
IDGT 新建仓+$875.02万
IGV 重新持有+$343.36万
BOXX 加仓+$238.81万
AVLC 加仓+$218.04万

2026Q2 卖出最多 按季末市值估算

VTV 减仓-$1,380.15万
IAU 减仓-$804.91万
IEZ 清仓-$786.70万
RING 清仓-$656.01万
IJH 减仓-$437.63万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
IVV ISHARES TR $9,287.20万12.49%124,013 1,6411.3% $122.89万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $8,387.12万11.28%112 00.0% — 不变
AVLC AMERICAN CENTY ETF TR $3,271.51万4.40%363,663 24,2377.1% $218.04万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,584.41万3.48%51,648 9541.9% $47.74万 加仓
IJH ISHARES TR $2,334.77万3.14%302,785 -56,754-15.8% -$437.63万 减仓
USMV ISHARES TR $2,221.83万2.99%230,337 2,1681.0% $20.91万 加仓
QUAL ISHARES TR $1,795.92万2.42%81,845 -657-0.8% -$14.42万 减仓
— DIMENSIONAL ETF TRUST $1,776.34万2.39%457,938 -10,332-2.2% -$40.08万 减仓
MTUM ISHARES TR $1,704.40万2.29%49,716 -1,340-2.6% -$45.94万 减仓
BOXX EA SERIES TRUST $1,661.68万2.24%141,915 20,39516.8% $238.81万 加仓
DFAI DIMENSIONAL ETF TRUST $1,653.79万2.22%400,918 20,5135.4% $84.62万 加仓
DGRO ISHARES TR $1,652.33万2.22%218,014 -2,170-1.0% -$16.45万 减仓
ABBV ABBVIE INC $1,215.18万1.63%48,290 420.1% $1.06万 加仓
ITOT ISHARES TR $1,003.51万1.35%61,089 -909-1.5% -$14.93万 减仓
SOXX ISHARES TR $991.39万1.33%15,472 -6,057-28.1% -$388.11万 减仓
IGV ISHARES TR $946.67万1.27%104,489 37,89956.9% $343.36万 重新持有
IAI ISHARES TR $926.79万1.25%52,860 3,1306.3% $54.88万 加仓
QVAL EA SERIES TRUST $918.28万1.24%165,606 13,0758.6% $72.50万 加仓
ITA ISHARES TR $911.36万1.23%37,594 -2,874-7.1% -$69.67万 减仓
— EA SERIES TRUST $911.12万1.23%284,291 -624-0.2% -$2.00万 减仓
IYJ ISHARES TR $904.05万1.22%54,248 1,5583.0% $25.96万 加仓
GNTX GENTEX CORP $902.94万1.21%357,319 -380-0.1% -$9,603 减仓
IYZ ISHARES TR $901.78万1.21%213,136 213,136— $901.78万 新建仓
IDHQ INVESCO EXCH TRADED FD TR II $897.42万1.21%205,312 -9,118-4.3% -$39.85万 减仓
IDGT ISHARES TR $875.02万1.18%73,077 73,077— $875.02万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $815.85万1.10%10,925 -141-1.3% -$10.53万 减仓
VLUE ISHARES TR $781.96万1.05%39,135 -385-1.0% -$7.69万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $756.34万1.02%83,944 -4,745-5.4% -$42.75万 减仓
EFAV ISHARES TR $665.57万0.90%75,883 1590.2% $1.39万 加仓
— DIMENSIONAL ETF TRUST $654.08万0.88%79,436 7,0709.8% $58.21万 加仓
SHY ISHARES TR $614.00万0.83%74,778 -13,403-15.2% -$110.05万 减仓
VTV VANGUARD INDEX FDS $609.09万0.82%27,949 -63,330-69.4% -$1,380.15万 减仓
EEMV ISHARES INC $579.58万0.78%76,990 -1,360-1.7% -$10.24万 减仓
SOFI SOFI TECHNOLOGIES INC $512.62万0.69%285,900 33,80013.4% $60.60万 加仓
RSP INVESCO EXCHANGE TRADED FD T $493.86万0.66%23,211 -8,660-27.2% -$184.26万 减仓
ACWI ISHARES TR $485.01万0.65%30,898 -825-2.6% -$12.95万 减仓
VOO VANGUARD INDEX FDS $467.17万0.63%6,802 -193-2.8% -$13.26万 减仓
AAPL APPLE INC $466.88万0.63%16,135 -6,200-27.8% -$179.40万 减仓
IAU ISHARES GOLD TR $462.08万0.62%61,194 -106,596-63.5% -$804.91万 减仓
ESGV VANGUARD WORLD FD $426.49万0.57%32,251 20.0% $264 加仓
IJR ISHARES TR $422.05万0.57%28,457 -4-0.0% -$593 减仓
ABT ABBOTT LABORATORIES $405.61万0.55%44,700 -109-0.2% -$9,891 减仓
AMZN AMAZON COM INC $404.39万0.54%16,967 -2,451-12.6% -$58.42万 减仓
JPM JPMORGAN CHASE & CO $346.29万0.47%10,579 -520-4.7% -$17.02万 减仓
AVLV AMERICAN CENTY ETF TR $334.53万0.45%36,677 2,4027.0% $21.91万 加仓
VT VANGUARD INTL EQUITY INDEX F $333.44万0.45%21,245 2,79815.2% $43.91万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $325.70万0.44%6,820 -151-2.2% -$7.21万 减仓
MSFT MICROSOFT CORP $321.12万0.43%8,609 -949-9.9% -$35.40万 减仓
— T ROWE PRICE EXCHANGE-TRADED $291.78万0.39%56,905 00.0% — 不变
CL COLGATE PALMOLIVE CO $255.47万0.34%27,865 650.2% $5,959 加仓
IEFA ISHARES TR $255.27万0.34%26,431 4,27719.3% $41.31万 加仓
QQQ INVESCO QQQ TR $251.92万0.34%3,421 -109-3.1% -$8.03万 减仓
SLV ISHARES SILVER TR $242.86万0.33%45,420 -2,086-4.4% -$11.15万 减仓
JNJ JOHNSON & JOHNSON $239.55万0.32%9,432 -439-4.4% -$11.15万 减仓
IQLT ISHARES TR $236.05万0.32%47,639 -1,724-3.5% -$8.54万 减仓
DON WISDOMTREE TR $232.13万0.31%41,070 -654-1.6% -$3.70万 减仓
DNL WISDOMTREE TR $220.19万0.30%47,681 2,5925.7% $11.97万 加仓
CAT CATERPILLAR INC $218.73万0.29%2,054 -217-9.6% -$23.11万 减仓
— EA SERIES TRUST $199.87万0.27%39,079 39,079— $199.87万 新建仓
IWR ISHARES TR $198.22万0.27%17,968 2711.5% $2.99万 加仓
BITB BITWISE BITCOIN ETF TR $197.27万0.27%61,918 18,29741.9% $58.29万 加仓
PG PROCTER & GAMBLE CO $196.73万0.26%13,416 470.4% $6,892 加仓
IEMG ISHARES INC $196.50万0.26%23,721 2,71412.9% $22.48万 加仓
VOE VANGUARD INDEX FDS $192.25万0.26%9,729 -40-0.4% -$7,904 减仓
EFA ISHARES TR $189.24万0.25%18,217 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $175.54万0.24%13,174 00.0% — 不变
— WISDOMTREE TR $174.16万0.23%13,281 -56-0.4% -$7,343 减仓
IWV ISHARES TR $168.26万0.23%3,946 00.0% — 不变
IWM ISHARES TR $166.99万0.22%5,558 110.2% $3,305 加仓
VIG VANGUARD SPECIALIZED FUNDS $151.91万0.20%6,420 -5-0.1% -$1,183 减仓
SYK STRYKER CORPORATION $146.09万0.20%4,640 1703.8% $5.35万 加仓
QMOM EA SERIES TRUST $145.75万0.20%18,513 11,096149.6% $87.36万 加仓
GOOGL ALPHABET INC $137.02万0.18%3,834 481.3% $1.72万 加仓
FLOT ISHARES TR $128.00万0.17%25,073 4,98324.8% $25.44万 加仓
MGK VANGUARD WORLD FD $127.38万0.17%14,490 00.0% — 不变
DGRW WISDOMTREE TR $127.28万0.17%13,311 -19-0.1% -$1,817 减仓
RPV INVESCO EXCHANGE TRADED FD T $118.11万0.16%10,377 -88-0.8% -$1.00万 减仓
DIA STATE STR SPDR DOW JONES IND $117.17万0.16%2,243 -351-13.5% -$18.34万 减仓
VSGX VANGUARD WORLD FD $114.12万0.15%13,859 -738-5.1% -$6.08万 减仓
DE DEERE & CO $111.16万0.15%1,752 -69-3.8% -$4.38万 减仓
FXR FIRST TR EXCHANGE-TRADED FD $110.57万0.15%12,135 00.0% — 不变
GLD SPDR GOLD TR $110.00万0.15%2,986 622.1% $2.28万 加仓
ETN EATON CORP PLC $106.19万0.14%2,492 -1-0.0% -$426 减仓
— EXXON MOBIL CORP $105.65万0.14%7,728 -9-0.1% -$1,230 减仓
NVDA NVIDIA CORPORATION $105.13万0.14%5,254 3,955304.5% $79.14万 加仓
QQQM INVESCO EXCH TRADED FD TR II $103.74万0.14%3,424 -108-3.1% -$3.27万 减仓
WMT WALMART INC $102.81万0.14%9,077 740.8% $8,381 加仓
DLN WISDOMTREE TR $95.88万0.13%9,954 -160-1.6% -$1.54万 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $94.46万0.13%4,875 00.0% — 不变
BGIG ETF SER SOLUTIONS $93.39万0.13%26,020 26,020— $93.39万 新建仓
— INVESCO EXCHANGE TRADED FD T $92.95万0.13%7,580 -7,946-51.2% -$97.44万 减仓
GQGU ADVISORS INNER CIRCLE FD III $92.45万0.12%36,397 00.0% — 不变
SFLR INNOVATOR ETFS TRUST $92.16万0.12%23,889 -104-0.4% -$4,012 减仓
SCHV SCHWAB STRATEGIC TR $91.43万0.12%26,265 00.0% — 不变
SUSA ISHARES TR $91.11万0.12%5,905 00.0% — 不变
ESML ISHARES TR $91.04万0.12%16,277 00.0% — 不变
— FLEXSHARES TR $90.78万0.12%5,164 00.0% — 不变
MCD MCDONALDS CORP $88.31万0.12%3,267 -74-2.2% -$2.00万 减仓
IXN ISHARES TR $85.78万0.12%5,937 00.0% — 不变
GOOG ALPHABET INC $85.22万0.11%2,412 -273-10.2% -$9.65万 减仓