Well Done, LLC
HOLLAND MI · SEC CIK 0001667132
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $911.36万 | 1.23% | 37,594 | -2,874 | -7.1% | -$69.67万 | 减仓 |
| QVAL | EA SERIES TRUST | $918.28万 | 1.24% | 165,606 | 13,075 | 8.6% | $72.50万 | 加仓 |
| IAI | ISHARES TR | $926.79万 | 1.25% | 52,860 | 3,130 | 6.3% | $54.88万 | 加仓 |
| IGV | ISHARES TR | $946.67万 | 1.27% | 104,489 | 37,899 | 56.9% | $343.36万 | 重新持有 |
| SOXX | ISHARES TR | $991.39万 | 1.33% | 15,472 | -6,057 | -28.1% | -$388.11万 | 减仓 |
| ITOT | ISHARES TR | $1,003.51万 | 1.35% | 61,089 | -909 | -1.5% | -$14.93万 | 减仓 |
| ABBV | ABBVIE INC | $1,215.18万 | 1.63% | 48,290 | 42 | 0.1% | $1.06万 | 加仓 |
| DGRO | ISHARES TR | $1,652.33万 | 2.22% | 218,014 | -2,170 | -1.0% | -$16.45万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,653.79万 | 2.22% | 400,918 | 20,513 | 5.4% | $84.62万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,661.68万 | 2.24% | 141,915 | 20,395 | 16.8% | $238.81万 | 加仓 |
| MTUM | ISHARES TR | $1,704.40万 | 2.29% | 49,716 | -1,340 | -2.6% | -$45.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,776.34万 | 2.39% | 457,938 | -10,332 | -2.2% | -$40.08万 | 减仓 |
| QUAL | ISHARES TR | $1,795.92万 | 2.42% | 81,845 | -657 | -0.8% | -$14.42万 | 减仓 |
| USMV | ISHARES TR | $2,221.83万 | 2.99% | 230,337 | 2,168 | 1.0% | $20.91万 | 加仓 |
| IJH | ISHARES TR | $2,334.77万 | 3.14% | 302,785 | -56,754 | -15.8% | -$437.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,584.41万 | 3.48% | 51,648 | 954 | 1.9% | $47.74万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,271.51万 | 4.40% | 363,663 | 24,237 | 7.1% | $218.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,387.12万 | 11.28% | 112 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $9,287.20万 | 12.49% | 124,013 | 1,641 | 1.3% | $122.89万 | 加仓 |