Well Done, LLC
HOLLAND MI · SEC CIK 0001667132
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,043.17万 | 11.81% | 112 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $7,993.47万 | 11.74% | 122,372 | 4,253 | 3.6% | $277.81万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $2,632.25万 | 3.87% | 339,426 | 41,957 | 14.1% | $325.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,429.26万 | 3.57% | 50,694 | -151 | -0.3% | -$7.24万 | 减仓 |
| IJH | ISHARES TR | $2,427.97万 | 3.57% | 359,539 | 9,977 | 2.9% | $67.37万 | 加仓 |
| USMV | ISHARES TR | $2,116.04万 | 3.11% | 228,169 | -16,080 | -6.6% | -$149.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,790.89万 | 2.63% | 91,279 | 313 | 0.3% | $6.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,640.82万 | 2.41% | 468,270 | 39,550 | 9.2% | $138.58万 | 加仓 |
| QUAL | ISHARES TR | $1,582.48万 | 2.32% | 82,502 | -7,356 | -8.2% | -$141.10万 | 减仓 |
| DGRO | ISHARES TR | $1,545.25万 | 2.27% | 220,184 | -4,576 | -2.0% | -$32.11万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,482.06万 | 2.18% | 380,405 | 60,227 | 18.8% | $234.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,479.24万 | 2.17% | 167,790 | 2,072 | 1.3% | $18.27万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,413.16万 | 2.08% | 121,520 | 94,071 | 342.7% | $1,093.95万 | 加仓 |
| MTUM | ISHARES TR | $1,225.29万 | 1.80% | 51,056 | -1,705 | -3.2% | -$40.92万 | 减仓 |
| ABBV | ABBVIE INC | $1,049.35万 | 1.54% | 48,248 | -928 | -1.9% | -$20.18万 | 减仓 |
| ITA | ISHARES TR | $885.24万 | 1.30% | 40,468 | 1,456 | 3.7% | $31.85万 | 加仓 |
| ITOT | ISHARES TR | $883.04万 | 1.30% | 61,998 | 1,179 | 1.9% | $16.79万 | 加仓 |
| IAI | ISHARES TR | $816.47万 | 1.20% | 49,730 | 2,860 | 6.1% | $46.96万 | 加仓 |
| QVAL | EA SERIES TRUST | $795.32万 | 1.17% | 152,531 | 24,365 | 19.0% | $127.04万 | 加仓 |
| — | EA SERIES TRUST | $790.17万 | 1.16% | 284,915 | 284,915 | — | $790.17万 | 新建仓 |
| IEZ | ISHARES TR | $786.70万 | 1.16% | 271,745 | 271,745 | — | $786.70万 | 新建仓 |
| GNTX | GENTEX CORP | $781.57万 | 1.15% | 357,699 | -47,919 | -11.8% | -$104.70万 | 减仓 |
| IYJ | ISHARES TR | $777.39万 | 1.14% | 52,690 | 2,869 | 5.8% | $42.33万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $758.44万 | 1.11% | 214,430 | 37,869 | 21.4% | $133.94万 | 加仓 |
| SHY | ISHARES TR | $728.11万 | 1.07% | 88,181 | 26,488 | 42.9% | $218.71万 | 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 |
| SOXX | ISHARES TR | $707.57万 | 1.04% | 21,529 | 20,446 | 1,887.9% | $671.98万 | 加仓 |
| EFAV | ISHARES TR | $691.89万 | 1.02% | 75,724 | -2,522 | -3.2% | -$23.04万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $666.85万 | 0.98% | 88,689 | -2,060 | -2.3% | -$15.49万 | 减仓 |
| RING | ISHARES INC | $656.01万 | 0.96% | 83,060 | 83,060 | — | $656.01万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $611.67万 | 0.90% | 31,871 | -4,683 | -12.8% | -$89.88万 | 减仓 |
| AAPL | APPLE INC | $566.84万 | 0.83% | 22,335 | -4,884 | -17.9% | -$123.95万 | 减仓 |
| VLUE | ISHARES TR | $561.93万 | 0.83% | 39,520 | 505 | 1.3% | $7.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $514.74万 | 0.76% | 72,366 | 11,222 | 18.4% | $79.82万 | 加仓 |
| EEMV | ISHARES INC | $507.16万 | 0.74% | 78,350 | -1,666 | -2.1% | -$10.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $460.05万 | 0.68% | 44,809 | -136 | -0.3% | -$1.40万 | 减仓 |
| ACWI | ISHARES TR | $438.95万 | 0.64% | 31,723 | -234 | -0.7% | -$3.24万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $417.99万 | 0.61% | 6,995 | -330 | -4.5% | -$19.72万 | 减仓 |
| AMZN | AMAZON COM INC | $404.42万 | 0.59% | 19,418 | -178 | -0.9% | -$3.71万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $400.33万 | 0.59% | 252,100 | -694 | -0.3% | -$1.10万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $362.06万 | 0.53% | 32,249 | -69 | -0.2% | -$7,747 | 减仓 |
| IJR | ISHARES TR | $353.80万 | 0.52% | 28,461 | 1,545 | 5.7% | $19.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $353.79万 | 0.52% | 9,558 | -500 | -5.0% | -$18.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $326.49万 | 0.48% | 11,099 | -185 | -1.6% | -$5.44万 | 减仓 |
| SLV | ISHARES SILVER TR | $323.71万 | 0.48% | 47,506 | -7,882 | -14.2% | -$53.71万 | 减仓 |
| — | T ROWE PRICE ETF INC | $288.66万 | 0.42% | 56,905 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $276.29万 | 0.41% | 34,275 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $255.16万 | 0.37% | 18,447 | 12,599 | 215.4% | $174.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $241.30万 | 0.35% | 9,871 | -1,137 | -10.3% | -$27.79万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $236.94万 | 0.35% | 27,800 | -316 | -1.1% | -$2.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $235.59万 | 0.35% | 6,971 | -79 | -1.1% | -$2.67万 | 减仓 |
| IQLT | ISHARES TR | $228.21万 | 0.34% | 49,363 | -336 | -0.7% | -$1.55万 | 减仓 |
| DON | WISDOMTREE TR | $219.22万 | 0.32% | 41,724 | -322 | -0.8% | -$1.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $203.74万 | 0.30% | 3,530 | 91 | 2.6% | $5.25万 | 加仓 |
| IEFA | ISHARES TR | $200.56万 | 0.29% | 22,154 | 5,665 | 34.4% | $51.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $193.10万 | 0.28% | 13,369 | -265 | -1.9% | -$3.83万 | 减仓 |
| DNL | WISDOMTREE TR | $182.03万 | 0.27% | 45,089 | 44 | 0.1% | $1,776 | 加仓 |
| VOE | VANGUARD INDEX FDS | $180.02万 | 0.26% | 9,769 | 64 | 0.7% | $1.18万 | 加仓 |
| EFA | ISHARES TR | $176.94万 | 0.26% | 18,217 | 1,927 | 11.8% | $18.72万 | 加仓 |
| IWR | ISHARES TR | $172.07万 | 0.25% | 17,697 | 1,361 | 8.3% | $13.23万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $171.02万 | 0.25% | 15,526 | -9 | -0.1% | -$991 | 减仓 |
| CAT | CATERPILLAR INC | $160.89万 | 0.24% | 2,271 | -367 | -13.9% | -$26.00万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $160.57万 | 0.24% | 43,621 | 12,937 | 42.2% | $47.62万 | 加仓 |
| — | WISDOMTREE TR | $154.33万 | 0.23% | 13,337 | 212 | 1.6% | $2.45万 | 加仓 |
| SYK | STRYKER CORPORATION | $146.88万 | 0.22% | 4,470 | -301 | -6.3% | -$9.89万 | 减仓 |
| IEMG | ISHARES INC | $146.52万 | 0.22% | 21,007 | 4,985 | 31.1% | $34.77万 | 加仓 |
| IWV | ISHARES TR | $146.27万 | 0.21% | 3,946 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $145.94万 | 0.21% | 13,174 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $138.18万 | 0.20% | 6,425 | -21 | -0.3% | -$4,516 | 减仓 |
| IWM | ISHARES TR | $137.56万 | 0.20% | 5,547 | 300 | 5.7% | $7.44万 | 加仓 |
| — | EXXON MOBIL CORP | $131.27万 | 0.19% | 7,737 | -340 | -4.2% | -$5.77万 | 减仓 |
| GLD | SPDR GOLD TR | $125.82万 | 0.18% | 2,924 | 790 | 37.0% | $33.99万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $120.15万 | 0.18% | 2,594 | 25 | 1.0% | $1.16万 | 加仓 |
| DGRW | WISDOMTREE TR | $117.09万 | 0.17% | 13,330 | -117 | -0.9% | -$1.03万 | 减仓 |
| AGG | ISHARES TR | $115.20万 | 0.17% | 11,605 | 11,605 | — | $115.20万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $112.38万 | 0.17% | 10,465 | -186 | -1.7% | -$2.00万 | 减仓 |
| WMT | WALMART INC | $111.89万 | 0.16% | 9,003 | -987 | -9.9% | -$12.27万 | 减仓 |
| GOOGL | ALPHABET INC | $108.87万 | 0.16% | 3,786 | -760 | -16.7% | -$21.85万 | 减仓 |
| MGK | VANGUARD WORLD FD | $106.48万 | 0.16% | 2,898 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $104.70万 | 0.15% | 14,597 | -136 | -0.9% | -$9,755 | 减仓 |
| MCD | MCDONALDS CORP | $103.83万 | 0.15% | 3,341 | -37 | -1.1% | -$1.15万 | 减仓 |
| DE | DEERE & CO | $102.60万 | 0.15% | 1,821 | -68 | -3.6% | -$3.83万 | 减仓 |
| FLOT | ISHARES TR | $102.36万 | 0.15% | 20,090 | 4,212 | 26.5% | $21.46万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $99.06万 | 0.15% | 12,135 | 0 | 0.0% | — | 不变 |
| GQGU | ADVISORS INNER CIRCLE FD III | $97.94万 | 0.14% | 36,397 | 36,397 | — | $97.94万 | 新建仓 |
| DLN | WISDOMTREE TR | $90.35万 | 0.13% | 10,114 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $89.17万 | 0.13% | 2,493 | -19 | -0.8% | -$6,796 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $84.96万 | 0.12% | 23,993 | 11,319 | 89.3% | $40.08万 | 加仓 |
| V | VISA INC | $84.54万 | 0.12% | 2,797 | -183 | -6.1% | -$5.53万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $83.93万 | 0.12% | 3,532 | -516 | -12.7% | -$12.26万 | 减仓 |
| ACWV | ISHARES INC | $82.71万 | 0.12% | 6,921 | 523 | 8.2% | $6.25万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $80.11万 | 0.12% | 26,265 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $78.36万 | 0.12% | 5,164 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $78.01万 | 0.11% | 5,905 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $77.02万 | 0.11% | 2,685 | -228 | -7.8% | -$6.54万 | 减仓 |
| ESML | ISHARES TR | $76.53万 | 0.11% | 16,277 | 1,917 | 13.3% | $9.01万 | 加仓 |
| — | EA SERIES TRUST | $75.54万 | 0.11% | 22,243 | 5,685 | 34.3% | $19.31万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $75.14万 | 0.11% | 4,875 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $74.48万 | 0.11% | 47,589 | -141 | -0.3% | -$2,207 | 减仓 |
| — | FLEXSHARES TR | $71.22万 | 0.10% | 3,563 | 0 | 0.0% | — | 不变 |