13F 机构持仓

Well Done, LLC

HOLLAND MI · SEC CIK 0001667132

2026Q22026Q1 更早 9 个季度 🔒
$6.81亿2026Q1 申报市值
197持仓数
47.3%前十大占比 · 第一大 11.8%
16 / 14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

BRK/A 11.8%
IVV 11.7%
AVLC 3.9%
BRK/B 3.6%
IJH 3.6%
USMV 3.1%
VTV 2.6%
DIMENSIONAL ET 2.4%
QUAL 2.3%
DGRO 2.3%

2026Q1 买入最多 按季末市值估算

BOXX 加仓+$1,093.95万
EA SERIES TRUST 新建仓+$790.17万
IEZ 新建仓+$786.70万
SOXX 加仓+$671.98万
RING 新建仓+$656.01万

2026Q1 卖出最多 按季末市值估算

IYC 清仓-$733.30万
IAK 清仓-$714.21万
EA SERIES TRUST 清仓-$485.04万
OAKM 清仓-$163.38万
USMV 减仓-$149.13万

2026Q1 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
IXP ISHARES TR $55.60万0.08%4,841 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $57.47万0.08%29,286 610.2% $1,197 加仓
CVX CHEVRON CORPORATION $58.82万0.09%2,843 -33-1.1% -$6,828 减仓
IXN ISHARES TR $59.35万0.09%5,937 00.0% — 不变
META META PLATFORMS INC $59.76万0.09%1,044 -237-18.5% -$13.57万 减仓
PEP PEPSICO INC $60.79万0.09%3,915 -382-8.9% -$5.93万 减仓
IWF ISHARES TR $61.91万0.09%1,452 00.0% — 不变
NEE NEXTERA ENERGY INC $63.17万0.09%6,801 -161-2.3% -$1.50万 减仓
SVAL ISHARES TR $63.61万0.09%17,700 -180-1.0% -$6,469 减仓
WTFC WINTRUST FINL CORP $64.72万0.10%4,658 -208-4.3% -$2.89万 减仓
XMLV INVESCO EXCH TRADED FD TR II $67.28万0.10%10,685 -69-0.6% -$4,345 减仓
ARKB ARK 21SHARES BITCOIN ETF $68.62万0.10%30,510 00.0% — 不变
HD HOME DEPOT INC $69.03万0.10%2,099 -400-16.0% -$13.16万 减仓
COST COSTCO WHOLESALE CORPORATION $69.45万0.10%697 -5-0.7% -$4,982 减仓
— FLEXSHARES TR $71.22万0.10%3,563 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $74.48万0.11%47,589 -141-0.3% -$2,207 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $75.14万0.11%4,875 00.0% — 不变
— EA SERIES TRUST $75.54万0.11%22,243 5,68534.3% $19.31万 加仓
ESML ISHARES TR $76.53万0.11%16,277 1,91713.3% $9.01万 加仓
GOOG ALPHABET INC $77.02万0.11%2,685 -228-7.8% -$6.54万 减仓
SUSA ISHARES TR $78.01万0.11%5,905 00.0% — 不变
— FLEXSHARES TR $78.36万0.12%5,164 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $80.11万0.12%26,265 00.0% — 不变
ACWV ISHARES INC $82.71万0.12%6,921 5238.2% $6.25万 加仓
QQQM INVESCO EXCH TRADED FD TR II $83.93万0.12%3,532 -516-12.7% -$12.26万 减仓
V VISA INC $84.54万0.12%2,797 -183-6.1% -$5.53万 减仓
SFLR INNOVATOR ETFS TRUST $84.96万0.12%23,993 11,31989.3% $40.08万 加仓
ETN EATON CORP PLC $89.17万0.13%2,493 -19-0.8% -$6,796 减仓
DLN WISDOMTREE TR $90.35万0.13%10,114 00.0% — 不变
GQGU ADVISORS INNER CIRCLE FD III $97.94万0.14%36,397 36,397— $97.94万 新建仓
FXR FIRST TR EXCHANGE-TRADED FD $99.06万0.15%12,135 00.0% — 不变
FLOT ISHARES TR $102.36万0.15%20,090 4,21226.5% $21.46万 加仓
DE DEERE & CO $102.60万0.15%1,821 -68-3.6% -$3.83万 减仓
MCD MCDONALDS CORP $103.83万0.15%3,341 -37-1.1% -$1.15万 减仓
VSGX VANGUARD WORLD FD $104.70万0.15%14,597 -136-0.9% -$9,755 减仓
MGK VANGUARD WORLD FD $106.48万0.16%2,898 00.0% — 不变
GOOGL ALPHABET INC $108.87万0.16%3,786 -760-16.7% -$21.85万 减仓
WMT WALMART INC $111.89万0.16%9,003 -987-9.9% -$12.27万 减仓
RPV INVESCO EXCHANGE TRADED FD T $112.38万0.17%10,465 -186-1.7% -$2.00万 减仓
AGG ISHARES TR $115.20万0.17%11,605 11,605— $115.20万 新建仓
DGRW WISDOMTREE TR $117.09万0.17%13,330 -117-0.9% -$1.03万 减仓
DIA STATE STR SPDR DOW JONES IND $120.15万0.18%2,594 251.0% $1.16万 加仓
GLD SPDR GOLD TR $125.82万0.18%2,924 79037.0% $33.99万 加仓
— EXXON MOBIL CORP $131.27万0.19%7,737 -340-4.2% -$5.77万 减仓
IWM ISHARES TR $137.56万0.20%5,547 3005.7% $7.44万 加仓
VIG VANGUARD SPECIALIZED FUNDS $138.18万0.20%6,425 -21-0.3% -$4,516 减仓
AIRR FIRST TR EXCHANGE TRADED FD $145.94万0.21%13,174 00.0% — 不变
IWV ISHARES TR $146.27万0.21%3,946 00.0% — 不变
IEMG ISHARES INC $146.52万0.22%21,007 4,98531.1% $34.77万 加仓
SYK STRYKER CORPORATION $146.88万0.22%4,470 -301-6.3% -$9.89万 减仓
— WISDOMTREE TR $154.33万0.23%13,337 2121.6% $2.45万 加仓
BITB BITWISE BITCOIN ETF TR $160.57万0.24%43,621 12,93742.2% $47.62万 加仓
CAT CATERPILLAR INC $160.89万0.24%2,271 -367-13.9% -$26.00万 减仓
— INVESCO EXCHANGE TRADED FD T $171.02万0.25%15,526 -9-0.1% -$991 减仓
IWR ISHARES TR $172.07万0.25%17,697 1,3618.3% $13.23万 加仓
EFA ISHARES TR $176.94万0.26%18,217 1,92711.8% $18.72万 加仓
VOE VANGUARD INDEX FDS $180.02万0.26%9,769 640.7% $1.18万 加仓
DNL WISDOMTREE TR $182.03万0.27%45,089 440.1% $1,776 加仓
PG PROCTER & GAMBLE CO $193.10万0.28%13,369 -265-1.9% -$3.83万 减仓
IEFA ISHARES TR $200.56万0.29%22,154 5,66534.4% $51.29万 加仓
QQQ INVESCO QQQ TR $203.74万0.30%3,530 912.6% $5.25万 加仓
DON WISDOMTREE TR $219.22万0.32%41,724 -322-0.8% -$1.69万 减仓
IQLT ISHARES TR $228.21万0.34%49,363 -336-0.7% -$1.55万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $235.59万0.35%6,971 -79-1.1% -$2.67万 减仓
CL COLGATE PALMOLIVE CO $236.94万0.35%27,800 -316-1.1% -$2.69万 减仓
JNJ JOHNSON & JOHNSON $241.30万0.35%9,871 -1,137-10.3% -$27.79万 减仓
VT VANGUARD INTL EQUITY INDEX F $255.16万0.37%18,447 12,599215.4% $174.27万 加仓
AVLV AMERICAN CENTY ETF TR $276.29万0.41%34,275 00.0% — 不变
— T ROWE PRICE ETF INC $288.66万0.42%56,905 00.0% — 不变
SLV ISHARES SILVER TR $323.71万0.48%47,506 -7,882-14.2% -$53.71万 减仓
JPM JPMORGAN CHASE & CO $326.49万0.48%11,099 -185-1.6% -$5.44万 减仓
MSFT MICROSOFT CORP $353.79万0.52%9,558 -500-5.0% -$18.51万 减仓
IJR ISHARES TR $353.80万0.52%28,461 1,5455.7% $19.21万 加仓
ESGV VANGUARD WORLD FD $362.06万0.53%32,249 -69-0.2% -$7,747 减仓
SOFI SOFI TECHNOLOGIES INC $400.33万0.59%252,100 -694-0.3% -$1.10万 减仓
AMZN AMAZON COM INC $404.42万0.59%19,418 -178-0.9% -$3.71万 减仓
VOO VANGUARD INDEX FDS $417.99万0.61%6,995 -330-4.5% -$19.72万 减仓
ACWI ISHARES TR $438.95万0.64%31,723 -234-0.7% -$3.24万 减仓
ABT ABBOTT LABORATORIES $460.05万0.68%44,809 -136-0.3% -$1.40万 减仓
EEMV ISHARES INC $507.16万0.74%78,350 -1,666-2.1% -$10.78万 减仓
— DIMENSIONAL ETF TRUST $514.74万0.76%72,366 11,22218.4% $79.82万 加仓
VLUE ISHARES TR $561.93万0.83%39,520 5051.3% $7.18万 加仓
AAPL APPLE INC $566.84万0.83%22,335 -4,884-17.9% -$123.95万 减仓
RSP INVESCO EXCHANGE TRADED FD T $611.67万0.90%31,871 -4,683-12.8% -$89.88万 减仓
RING ISHARES INC $656.01万0.96%83,060 83,060— $656.01万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $666.85万0.98%88,689 -2,060-2.3% -$15.49万 减仓
EFAV ISHARES TR $691.89万1.02%75,724 -2,522-3.2% -$23.04万 减仓
SOXX ISHARES TR $707.57万1.04%21,529 20,4461,887.9% $671.98万 加仓
SPY STATE STR SPDR S&P 500 ETF T $719.67万1.06%11,066 -275-2.4% -$17.88万 减仓
SHY ISHARES TR $728.11万1.07%88,181 26,48842.9% $218.71万 加仓
IDHQ INVESCO EXCH TRADED FD TR II $758.44万1.11%214,430 37,86921.4% $133.94万 加仓
IYJ ISHARES TR $777.39万1.14%52,690 2,8695.8% $42.33万 加仓
GNTX GENTEX CORP $781.57万1.15%357,699 -47,919-11.8% -$104.70万 减仓
IEZ ISHARES TR $786.70万1.16%271,745 271,745— $786.70万 新建仓
— EA SERIES TRUST $790.17万1.16%284,915 284,915— $790.17万 新建仓
QVAL EA SERIES TRUST $795.32万1.17%152,531 24,36519.0% $127.04万 加仓
IAI ISHARES TR $816.47万1.20%49,730 2,8606.1% $46.96万 加仓
ITOT ISHARES TR $883.04万1.30%61,998 1,1791.9% $16.79万 加仓
ITA ISHARES TR $885.24万1.30%40,468 1,4563.7% $31.85万 加仓
ABBV ABBVIE INC $1,049.35万1.54%48,248 -928-1.9% -$20.18万 减仓