Well Done, LLC
- SEC CIK
- 0001667132
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/1 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 172
- 較 2021 年第 2 季 −1
- 總值
- $4.49 億
- 較 2021 年第 2 季 −$511.6 萬 (−1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMQTrilogy Metals Inc. | COM | 50,000 | $9.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FPIFarmland Partners Inc. | COM | 10,670 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 10,799 | $13.1 萬 | <0.1% | −5,431−33.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,543 | $20.4 萬 | <0.1% | +35+2.3% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,360 | $20.8 萬 | <0.1% | −138−5.5% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 1,047 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 14,088 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,126 | $21.6 萬 | <0.1% | −64−2.9% | 減碼 | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 9,705 | $21.6 萬 | <0.1% | 00.0% | 不變 | – |
| ARK Innovation ETF00214Q104 | ETF | 1,985 | $21.9 萬 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 2,138 | $22.0 萬 | <0.1% | +862+67.6% | 加碼依 1 比 8 拆股換算 | 歷史 |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 3,283 | $22.0 萬 | <0.1% | −157−4.6% | 減碼 | – |
| MAMastercard Inc | Stock | 640 | $22.3 萬 | <0.1% | +640 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,939 | $22.5 萬 | 0.1% | −155−3.0% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,373 | $22.9 萬 | 0.1% | +182+5.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 598 | $23.4 萬 | 0.1% | +598 | 新進 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 6,138 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 2,931 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,643 | $23.7 萬 | 0.1% | +4+0.1% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 4,649 | $24.1 萬 | 0.1% | +323+7.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 419 | $24.1 萬 | 0.1% | +419 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,246 | $24.4 萬 | 0.1% | −262−7.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V191 | S&P MDCP400 VL | 2,740 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 2,305 | $25.4 萬 | 0.1% | +120+5.5% | 加碼 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 7,364 | $25.8 萬 | 0.1% | −1,972−21.1% | 減碼 | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 5,883 | $26.2 萬 | 0.1% | +20.0% | 加碼 | – |
| EMREmerson Electric Co | Stock | 2,812 | $26.5 萬 | 0.1% | +240+9.3% | 加碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 12,079 | $26.7 萬 | 0.1% | +111+0.9% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,505 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,039 | $27.4 萬 | 0.1% | +920+22.3% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,129 | $27.6 萬 | 0.1% | +7,129 | 新進 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 10,343 | $27.9 萬 | 0.1% | +1,643+18.9% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,221 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 2,285 | $29.1 萬 | 0.1% | +191+9.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,516 | $30.3 萬 | 0.1% | −145−8.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,280 | $30.9 萬 | 0.1% | −692−35.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,591 | $31.1 萬 | 0.1% | −44−2.7% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,319 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 14,487 | $31.4 萬 | 0.1% | +2,787+23.8% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 5,693 | $31.5 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,130 | $32.0 萬 | 0.1% | +208+10.8% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 23,662 | $32.3 萬 | 0.1% | +374+1.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,247 | $32.4 萬 | 0.1% | +118+10.5% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 6,016 | $32.6 萬 | 0.1% | +6,016 | 新進 | – |
| INTCIntel Corp | Stock | 6,238 | $33.2 萬 | 0.1% | +1,045+20.1% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 9,430 | $34.5 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,286 | $34.9 萬 | 0.1% | +294+29.6% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 6,111 | $35.2 萬 | 0.1% | +715+13.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,583 | $35.9 萬 | 0.1% | +124+5.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,677 | $36.1 萬 | 0.1% | −2,769−29.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 11,796 | $36.6 萬 | 0.1% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 8,951 | $38.0 萬 | 0.1% | +79+0.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,568 | $38.1 萬 | 0.1% | +7,568 | 新進 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 8,295 | $38.1 萬 | 0.1% | +374+4.7% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,033 | $38.2 萬 | 0.1% | −97−2.3% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,578 | $38.4 萬 | 0.1% | −242−2.7% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,173 | $39.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,426 | $41.0 萬 | 0.1% | −245−9.2% | 減碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 9,251 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,049 | $42.0 萬 | 0.1% | +14+0.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,065 | $42.7 萬 | 0.1% | +595+24.1% | 加碼 | 歷史 |
| Flexshares Tr33939L688 | STOX GLB INDEX | 3,160 | $44.5 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,110 | $46.8 萬 | 0.1% | +178+3.0% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,299 | $48.9 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 4,724 | $49.9 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 11,974 | $50.8 萬 | 0.1% | +2,805+30.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 191 | $51.1 萬 | 0.1% | +95+99.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,943 | $51.4 萬 | 0.1% | +1,122+10.4% | 加碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 5,386 | $51.7 萬 | 0.1% | −20−0.4% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,700 | $51.8 萬 | 0.1% | +149+9.6% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,288 | $53.7 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 5,570 | $54.5 萬 | 0.1% | −4,395−44.1% | 減碼 | – |
| CVXChevron Corp | Stock | 5,541 | $56.2 萬 | 0.1% | +50+0.9% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 22,691 | $58.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,382 | $58.9 萬 | 0.1% | +2,382 | 新進 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,755 | $59.1 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,795 | $60.9 萬 | 0.1% | +536+42.6% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 17,414 | $61.7 萬 | 0.1% | +505+3.0% | 加碼 | – |
| VVisa Inc. | Stock | 2,808 | $62.5 萬 | 0.1% | +723+34.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,494 | $62.6 萬 | 0.1% | +2,689+24.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 236 | $62.9 萬 | 0.1% | +48+25.5% | 加碼 | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 22,390 | $63.3 萬 | 0.1% | 00.0% | 不變 | – |
| MCBCMacatawa Bank Corp | COM | 78,934 | $63.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 16,640 | $65.7 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 21,799 | $66.4 萬 | 0.1% | −195−0.9% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,701 | $68.3 萬 | 0.2% | 00.0% | 不變 | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 16,080 | $68.3 萬 | 0.2% | +974+6.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 9,074 | $68.8 萬 | 0.2% | +5+0.1% | 加碼 | – |
| ACNAccenture plc | Stock | 2,186 | $69.9 萬 | 0.2% | +414+23.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,584 | $70.4 萬 | 0.2% | −1,300−22.1% | 減碼 | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 12,730 | $73.0 萬 | 0.2% | 00.0% | 不變 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,232 | $74.3 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 4,272 | $74.9 萬 | 0.2% | +444+11.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,598 | $75.5 萬 | 0.2% | −31−0.7% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 18,534 | $76.0 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 3,601 | $76.4 萬 | 0.2% | +296+9.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 26,036 | $77.5 萬 | 0.2% | −5,047−16.2% | 減碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 22,866 | $78.2 萬 | 0.2% | −857−3.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,471 | $81.1 萬 | 0.2% | +225+10.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,657 | $84.5 萬 | 0.2% | −1,253−18.1% | 減碼 | 歷史 |
2021 年第 2 季之後清倉（9 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287192 | US TRSPRTION | 6,252 | $162.5 萬 | 0.4% | – |
| WPMWheaton Precious Metals Corp. | COM | 26,271 | $115.8 萬 | 0.3% | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 16,062 | $105.3 萬 | 0.2% | – |
| WisdomTree Tr97717W323 | EM MKTS QTLY DIV | 10,477 | $31.4 萬 | 0.1% | – |
| BABoeing Co | Stock | 1,063 | $25.5 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 979 | $22.2 萬 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 8,932 | $21.6 萬 | <0.1% | 歷史 |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 9,410 | $21.4 萬 | <0.1% | – |
| MDLZMondelez International, Inc. | Stock | 3,227 | $20.1 萬 | <0.1% | 歷史 |