Well Done, LLC
- SEC CIK
- 0001667132
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/18 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 182
- 較 2022 年第 3 季 +18
- 總值
- $4.65 億
- 較 2022 年第 3 季 +$5,648 萬 (+13.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SOFISoFi Technologies, Inc. | Stock | 12,715 | $5.86 萬 | <0.1% | +10+0.1% | 加碼 | 歷史 |
| FPIFarmland Partners Inc. | COM | 10,670 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 14,088 | $16.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWLNewell Brands Inc. | Stock | 14,925 | $19.5 萬 | <0.1% | +14,925 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,556 | $20.0 萬 | <0.1% | +1,556 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 1,998 | $20.0 萬 | <0.1% | +1,998 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 500 | $20.0 萬 | <0.1% | +500 | 新進 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 13,500 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MBWMMercantile Bank Corp | COM | 5,996 | $20.1 萬 | <0.1% | +5,996 | 新進 | 歷史 |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 4,384 | $20.1 萬 | <0.1% | +4,384 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,008 | $20.3 萬 | <0.1% | +3,008 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 1,536 | $20.4 萬 | <0.1% | −168−9.9% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 903 | $20.6 萬 | <0.1% | +903 | 新進 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 3,986 | $20.6 萬 | <0.1% | −6−0.2% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 8,629 | $21.3 萬 | <0.1% | +51+0.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,222 | $21.4 萬 | <0.1% | +3,222 | 新進 | 歷史 |
| WNCWabash National Corp | COM | 9,616 | $21.7 萬 | <0.1% | −19,000−66.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,360 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 8,382 | $22.2 萬 | <0.1% | +173+2.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,618 | $22.8 萬 | <0.1% | +1,618 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,377 | $22.8 萬 | <0.1% | +2,377 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,129 | $23.0 萬 | <0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 5,043 | $23.1 萬 | <0.1% | +33+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 6,984 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 674 | $23.4 萬 | 0.1% | −110−14.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,742 | $24.0 萬 | 0.1% | −58−2.1% | 減碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,663 | $24.0 萬 | 0.1% | +4+0.1% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 442 | $24.3 萬 | 0.1% | +442 | 新進 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 7,272 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 6,589 | $24.6 萬 | 0.1% | +25+0.4% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 5,441 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V191 | S&P MDCP400 VL | 2,740 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,363 | $25.0 萬 | 0.1% | +1,363 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 2,308 | $25.6 萬 | 0.1% | +2,308 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 7,804 | $25.8 萬 | 0.1% | −92−1.2% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,127 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,233 | $26.9 萬 | 0.1% | +258+6.5% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,277 | $28.2 萬 | 0.1% | +660+25.2% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 7,037 | $29.1 萬 | 0.1% | −96−1.3% | 減碼 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 6,401 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,725 | $30.0 萬 | 0.1% | +1,182+46.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,250 | $30.0 萬 | 0.1% | +12,250 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,410 | $30.0 萬 | 0.1% | +2,842+37.6% | 加碼 | – |
| ALLAllstate Corp | Stock | 2,232 | $30.2 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,221 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,430 | $30.4 萬 | 0.1% | +38+2.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 2,030 | $30.7 萬 | 0.1% | +84+4.3% | 加碼 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 6,737 | $30.9 萬 | 0.1% | −1,519−18.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,543 | $31.3 萬 | 0.1% | +223+6.7% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,287 | $31.7 萬 | 0.1% | −3,727−62.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,664 | $31.7 萬 | 0.1% | +255+4.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 623 | $33.0 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 9,329 | $34.5 萬 | 0.1% | +4,004+75.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 711 | $34.6 萬 | 0.1% | +24+3.5% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 6,899 | $34.8 萬 | 0.1% | +149+2.2% | 加碼 | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 7,587 | $35.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,628 | $35.9 萬 | 0.1% | +5,628 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 2,130 | $36.1 萬 | 0.1% | −871−29.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,566 | $37.4 萬 | 0.1% | +21+1.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,122 | $37.4 萬 | 0.1% | +65+2.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 6,593 | $37.5 萬 | 0.1% | −331−4.8% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 17,137 | $37.5 萬 | 0.1% | −513−2.9% | 減碼 | – |
| VOXXVOXX International Corp | CL A | 46,070 | $38.6 萬 | 0.1% | +46,070 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,173 | $38.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L688 | STOX GLB INDEX | 3,210 | $38.9 萬 | 0.1% | +11+0.3% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 6,311 | $39.8 萬 | 0.1% | +680+12.1% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,200 | $40.0 萬 | 0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 9,430 | $40.9 萬 | 0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 4,088 | $41.4 萬 | 0.1% | +145+3.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,193 | $41.6 萬 | 0.1% | +7,193 | 新進 | – |
| ETNEaton Corp plc | Stock | 2,665 | $41.8 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,958 | $41.9 萬 | 0.1% | −774−28.3% | 減碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 18,438 | $42.7 萬 | 0.1% | −9,748−34.6% | 減碼 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 4,775 | $43.8 萬 | 0.1% | +20+0.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,957 | $44.0 萬 | 0.1% | −379−7.1% | 減碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 5,451 | $44.9 萬 | 0.1% | +24+0.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,401 | $48.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 9,868 | $48.5 萬 | 0.1% | +1,110+12.7% | 加碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 3,662 | $49.8 萬 | 0.1% | −38−1.0% | 減碼 | – |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 16,587 | $49.9 萬 | 0.1% | +70+0.4% | 加碼 | – |
| ACNAccenture plc | Stock | 1,888 | $50.4 萬 | 0.1% | −169−8.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,364 | $51.8 萬 | 0.1% | −4,100−32.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 10,189 | $52.2 萬 | 0.1% | +264+2.7% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 17,912 | $53.6 萬 | 0.1% | +193+1.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,653 | $54.4 萬 | 0.1% | +11,653 | 新進 | – |
| CVXChevron Corp | Stock | 3,152 | $56.6 萬 | 0.1% | −441−12.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,744 | $57.0 萬 | 0.1% | −207−7.0% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,319 | $57.1 萬 | 0.1% | +1,031+45.1% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,755 | $57.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,404 | $59.4 萬 | 0.1% | −794−18.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,632 | $59.4 萬 | 0.1% | +9,632 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 7,325 | $60.0 萬 | 0.1% | −195−2.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,850 | $60.0 萬 | 0.1% | +19+0.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 30,312 | $61.0 萬 | 0.1% | +30,312 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,604 | $61.7 萬 | 0.1% | +7,604 | 新進 | – |
| MROMarathon Oil Corp | COM | 23,406 | $63.4 萬 | 0.1% | +186+0.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,427 | $64.4 萬 | 0.1% | +810+50.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 31,563 | $64.7 萬 | 0.1% | +7,223+29.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,405 | $65.1 萬 | 0.1% | +3,405 | 新進 | – |
| AMGNAmgen Inc | Stock | 2,483 | $65.2 萬 | 0.1% | +83+3.5% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（11 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 168,254 | $346.3 萬 | 0.8% | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 25,154 | $272.1 萬 | 0.7% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,205 | $41.5 萬 | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 18,895 | $40.0 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 1,900 | $30.6 萬 | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 2,171 | $29.5 萬 | 0.1% | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 12,146 | $29.3 萬 | 0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $23.8 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,220 | $21.5 萬 | 0.1% | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 9,705 | $20.7 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 4,028 | $20.3 萬 | <0.1% | – |