Well Done, LLC
- SEC CIK
- 0001667132
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/18 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 172
- 較 2022 年第 1 季 −21
- 總值
- $4.55 億
- 較 2022 年第 1 季 −$4,562 萬 (−9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SOFISoFi Technologies, Inc. | Stock | 12,705 | $6.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,995 | $13.9 萬 | <0.1% | +163+8.9% | 加碼 | 歷史 |
| FPIFarmland Partners Inc. | COM | 10,670 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 14,088 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 13,500 | $17.2 萬 | <0.1% | +2,701+25.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,800 | $20.0 萬 | <0.1% | 00.0% | 不變 | – |
| PXDPioneer Natural Resources Co | COM | 906 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,658 | $20.3 萬 | <0.1% | +798+42.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,158 | $20.4 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 4,550 | $20.7 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,316 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 573 | $21.0 萬 | <0.1% | +63+12.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,558 | $21.1 萬 | <0.1% | +1,558 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,581 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 10,396 | $21.8 萬 | <0.1% | +10,396 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,594 | $22.1 萬 | <0.1% | +137+5.6% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 4,000 | $22.3 萬 | <0.1% | −20−0.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 7,129 | $22.4 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,502 | $22.8 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 9,705 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V191 | S&P MDCP400 VL | 2,740 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,655 | $23.3 萬 | 0.1% | +4+0.1% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,360 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,516 | $23.8 萬 | 0.1% | +15+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,816 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,043 | $24.7 萬 | 0.1% | +5,043 | 新進 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 6,564 | $24.9 萬 | 0.1% | +841+14.7% | 加碼 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 7,272 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $25.2 萬 | 0.1% | −1,246−61.7% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,335 | $25.5 萬 | 0.1% | +4,335 | 新進 | – |
| KOCoca Cola Co | Stock | 4,116 | $25.9 萬 | 0.1% | +362+9.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,567 | $25.9 萬 | 0.1% | +105+7.2% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,130 | $27.6 萬 | 0.1% | −1,991−24.5% | 減碼 | – |
| ALLAllstate Corp | Stock | 2,191 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 884 | $27.9 萬 | 0.1% | +73+9.0% | 加碼 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 6,401 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,221 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 665 | $28.6 萬 | 0.1% | +7+1.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,945 | $28.7 萬 | 0.1% | −1,451−42.7% | 減碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 7,587 | $28.9 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 567 | $29.1 萬 | 0.1% | −16−2.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,042 | $30.0 萬 | 0.1% | +620+9.7% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,568 | $30.3 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,319 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,392 | $31.0 萬 | 0.1% | −6,930−83.3% | 減碼 | – |
| INTCIntel Corp | Stock | 8,389 | $31.4 萬 | 0.1% | +336+4.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,222 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,499 | $31.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,509 | $31.9 萬 | 0.1% | +1,629+33.4% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 5,631 | $33.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,703 | $33.8 萬 | 0.1% | 00.0% | 不變 | – |
| DOWDow Inc. | Stock | 6,572 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,114 | $34.1 萬 | 0.1% | +34+1.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,828 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,173 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 6,925 | $36.2 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 166 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 9,430 | $37.4 萬 | 0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L688 | STOX GLB INDEX | 3,186 | $37.7 萬 | 0.1% | +26+0.8% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,828 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 3,142 | $38.2 萬 | 0.1% | +20+0.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,999 | $38.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,200 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| WNCWabash National Corp | COM | 28,616 | $38.9 萬 | 0.1% | +28,616 | 新進 | 歷史 |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 17,650 | $39.7 萬 | 0.1% | +703+4.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 1,617 | $41.0 萬 | 0.1% | +103+6.8% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,288 | $41.6 萬 | 0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 4,739 | $42.5 萬 | 0.1% | +15+0.3% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 5,401 | $43.6 萬 | 0.1% | +15+0.3% | 加碼 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 9,580 | $44.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 22,530 | $46.7 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 5,570 | $48.6 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 2,810 | $50.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,862 | $50.4 萬 | 0.1% | −1,800−8.3% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 13,065 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 9,826 | $51.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MROMarathon Oil Corp | COM | 23,220 | $52.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 7,922 | $52.6 萬 | 0.1% | +1,537+24.1% | 加碼 | – |
| CVXChevron Corp | Stock | 3,766 | $54.5 萬 | 0.1% | +20+0.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,755 | $54.6 萬 | 0.1% | 00.0% | 不變 | – |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 19,207 | $54.9 萬 | 0.1% | +1,141+6.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,274 | $55.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,048 | $56.9 萬 | 0.1% | +69+3.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 268 | $58.6 萬 | 0.1% | +11+4.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,974 | $59.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,108 | $61.2 萬 | 0.1% | +167+5.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 12,730 | $61.3 萬 | 0.1% | 00.0% | 不變 | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 21,929 | $63.9 萬 | 0.1% | +2,565+13.2% | 加碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 23,229 | $64.0 萬 | 0.1% | +926+4.2% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 20,920 | $65.9 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 2,428 | $66.6 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 18,534 | $68.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,117 | $69.7 萬 | 0.2% | −3,001−42.2% | 減碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 24,447 | $73.1 萬 | 0.2% | +270+1.1% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 12,464 | $73.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 33,919 | $75.2 萬 | 0.2% | −1,745−4.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,751 | $77.1 萬 | 0.2% | −905−24.8% | 減碼 | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 29,759 | $77.1 萬 | 0.2% | +22,014+284.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 4,665 | $77.7 萬 | 0.2% | −47−1.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,842 | $78.5 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（31 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Semiconductor ETF464287523 | ETF | 8,068 | $381.9 萬 | 0.8% | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 48,686 | $286.9 萬 | 0.6% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 12,590 | $227.0 萬 | 0.5% | – |
| iShares Tr464288752 | US HOME CONS ETF | 33,904 | $200.9 萬 | 0.4% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,909 | $169.9 萬 | 0.3% | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 6,768 | $140.4 萬 | 0.3% | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 23,215 | $118.0 萬 | 0.2% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,206 | $82.7 萬 | 0.2% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 4,150 | $36.2 萬 | 0.1% | – |
| MRVLMarvell Technology, Inc. | COM | 4,505 | $32.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,256 | $31.2 萬 | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 8,578 | $30.6 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 4,374 | $24.6 萬 | <0.1% | – |
| MOAltria Group, Inc. | Stock | 4,648 | $24.3 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,697 | $23.3 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,312 | $22.7 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 4,633 | $22.7 萬 | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 814 | $22.2 萬 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 203 | $21.9 萬 | <0.1% | 歷史 |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 4,359 | $21.5 萬 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,728 | $21.3 萬 | <0.1% | – |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 3,283 | $21.1 萬 | <0.1% | – |
| WPMWheaton Precious Metals Corp. | COM | 4,412 | $21.0 萬 | <0.1% | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 6,734 | $20.6 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 860 | $20.5 萬 | <0.1% | – |
| MBWMMercantile Bank Corp | COM | 5,796 | $20.5 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 1,467 | $19.7 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 313 | $18.5 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,817 | $17.7 萬 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 579 | $15.8 萬 | <0.1% | 歷史 |
| TMQTrilogy Metals Inc. | COM | 50,000 | $5.20 萬 | <0.1% | 歷史 |