Well Done, LLC
- SEC CIK
- 0001667132
- 最新申報
- 2026/7/24
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/20 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 176
- 較 2022 年第 4 季 −6
- 總值
- $4.62 億
- 較 2022 年第 4 季 −$324.2 萬 (−0.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BNCWWCEA Industries Inc. | *W EXP 02/11/202 | 17,000 | $1,349 | <0.1% | +17,000 | 新進 | 歷史 |
| SCSSteelcase Inc | CL A | 12,210 | $10.3 萬 | <0.1% | +12,210 | 新進 | 歷史 |
| FPIFarmland Partners Inc. | COM | 10,670 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 14,088 | $15.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 13,500 | $17.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWLNewell Brands Inc. | Stock | 15,209 | $18.9 萬 | <0.1% | +284+1.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 4,119 | $20.5 萬 | <0.1% | +4,119 | 新進 | – |
| COPConocoPhillips | Stock | 2,065 | $20.5 萬 | <0.1% | +67+3.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,850 | $20.5 萬 | <0.1% | −382−17.1% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,635 | $20.6 萬 | <0.1% | +2,635 | 新進 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 4,312 | $20.6 萬 | <0.1% | −2,425−36.0% | 減碼 | – |
| EMREmerson Electric Co | Stock | 2,376 | $20.7 萬 | <0.1% | −10.0% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,009 | $21.0 萬 | <0.1% | +10.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 762 | $21.2 萬 | <0.1% | +762 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,622 | $21.3 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,596 | $21.4 萬 | <0.1% | +40+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,169 | $22.2 萬 | <0.1% | −194−14.2% | 減碼 | – |
| BACBank of America Corp | Stock | 7,749 | $22.2 萬 | <0.1% | −55−0.7% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,360 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 500 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 6,564 | $22.7 萬 | <0.1% | −25−0.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,742 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 6,984 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 1,202 | $23.7 萬 | 0.1% | +1,202 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,408 | $23.8 萬 | 0.1% | +186+5.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 350 | $23.8 萬 | 0.1% | +350 | 新進 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,668 | $23.9 萬 | 0.1% | +5+0.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,274 | $24.2 萬 | 0.1% | −34−1.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 669 | $24.3 萬 | 0.1% | −5−0.7% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,129 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 445 | $25.6 萬 | 0.1% | +3+0.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,812 | $25.9 萬 | 0.1% | +769+15.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,960 | $26.0 萬 | 0.1% | −77−1.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,227 | $26.2 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 5,441 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 8,185 | $26.7 萬 | 0.1% | −197−2.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,629 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 591 | $27.9 萬 | 0.1% | −32−5.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,331 | $28.1 萬 | 0.1% | +1,331 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,127 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 10,679 | $28.9 萬 | 0.1% | −18,432−63.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,947 | $29.4 萬 | 0.1% | −83−4.1% | 減碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 12,005 | $29.8 萬 | 0.1% | −6,433−34.9% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,221 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| WNCWabash National Corp | COM | 12,176 | $29.9 萬 | 0.1% | +2,560+26.6% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,195 | $30.1 萬 | 0.1% | −92−4.0% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 6,401 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,748 | $30.8 萬 | 0.1% | −3,856−50.7% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 1,569 | $31.3 萬 | 0.1% | +33+2.1% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,473 | $32.0 萬 | 0.1% | +196+6.0% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 7,587 | $33.2 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 3,186 | $33.5 萬 | 0.1% | +64+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,358 | $33.9 萬 | 0.1% | −72−5.0% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 726 | $34.3 萬 | 0.1% | +15+2.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,552 | $34.5 萬 | 0.1% | −536−13.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,383 | $35.1 萬 | 0.1% | −160−4.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,628 | $35.1 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,606 | $35.8 萬 | 0.1% | +40+2.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,588 | $35.9 萬 | 0.1% | −137−3.7% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 6,593 | $36.1 萬 | 0.1% | −306−4.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,985 | $36.5 萬 | 0.1% | +321+4.8% | 加碼 | 歷史 |
| SHELShell plc | ADR | 6,593 | $37.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,173 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 6,342 | $39.6 萬 | 0.1% | +31+0.5% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 9,430 | $39.9 萬 | 0.1% | 00.0% | 不變 | – |
| MRVLMarvell Technology, Inc. | COM | 9,322 | $40.4 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,220 | $40.7 萬 | 0.1% | +90+4.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,093 | $41.2 萬 | 0.1% | −96−0.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,870 | $41.6 萬 | 0.1% | +620+5.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,200 | $42.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V191 | S&P MDCP400 VL | 4,565 | $42.2 萬 | 0.1% | +1,825+66.6% | 加碼 | – |
| Flexshares Tr33939L688 | STOX GLB INDEX | 3,217 | $42.5 萬 | 0.1% | +7+0.2% | 加碼 | – |
| ETNEaton Corp plc | Stock | 2,665 | $45.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 19,837 | $46.5 萬 | 0.1% | +2,700+15.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,017 | $46.9 萬 | 0.1% | +824+11.5% | 加碼 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 4,787 | $47.5 萬 | 0.1% | +12+0.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,958 | $47.8 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 4,605 | $47.9 萬 | 0.1% | −352−7.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,814 | $48.0 萬 | 0.1% | −31,046−86.6% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 5,472 | $48.0 萬 | 0.1% | +21+0.4% | 加碼 | – |
| CVXChevron Corp | Stock | 2,977 | $48.6 萬 | 0.1% | −175−5.6% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 16,587 | $51.5 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,364 | $51.7 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,535 | $52.1 萬 | 0.1% | +134+3.9% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 10,136 | $53.1 萬 | 0.1% | +268+2.7% | 加碼 | – |
| ACNAccenture plc | Stock | 1,859 | $53.1 萬 | 0.1% | −29−1.5% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 17,912 | $56.3 萬 | 0.1% | 00.0% | 不變 | – |
| SOFISoFi Technologies, Inc. | Stock | 94,161 | $57.2 萬 | 0.1% | +81,446+640.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,755 | $57.4 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 2,426 | $61.1 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 30,312 | $61.5 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 2,595 | $62.7 萬 | 0.1% | +112+4.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,866 | $64.6 萬 | 0.1% | +122+4.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,829 | $64.7 萬 | 0.1% | −21−0.7% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,309 | $67.7 萬 | 0.1% | −10−0.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,498 | $69.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,931 | $70.1 萬 | 0.2% | +527+15.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,387 | $70.4 萬 | 0.2% | −21−0.9% | 減碼 | 歷史 |
| VOXXVOXX International Corp | CL A | 58,499 | $72.1 萬 | 0.2% | +12,429+27.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 13,055 | $72.5 萬 | 0.2% | +325+2.6% | 加碼 | – |
2022 年第 4 季之後清倉（18 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288851 | US OIL GS EX ETF | 46,904 | $435.6 萬 | 0.9% | – |
| iShares Select Dividend ETF464287168 | ETF | 34,099 | $411.2 萬 | 0.9% | – |
| iShares Tr464288844 | US OIL EQ&SV ETF | 185,840 | $394.0 萬 | 0.8% | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 14,582 | $390.3 萬 | 0.8% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,397 | $128.3 萬 | 0.3% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 42,962 | $101.7 萬 | 0.2% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,020 | $90.0 萬 | 0.2% | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,999 | $87.6 萬 | 0.2% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,405 | $65.1 萬 | 0.1% | – |
| MROMarathon Oil Corp | COM | 23,406 | $63.4 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,632 | $59.4 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,653 | $54.4 萬 | 0.1% | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 3,662 | $49.8 萬 | 0.1% | – |
| iShares Tr464289883 | CORE 30 70 ETF | 7,272 | $24.4 萬 | 0.1% | – |
| Schwab US Tips ETF808524870 | ETF | 3,986 | $20.6 萬 | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 903 | $20.6 萬 | <0.1% | 歷史 |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 4,384 | $20.1 萬 | <0.1% | – |
| MBWMMercantile Bank Corp | COM | 5,996 | $20.1 萬 | <0.1% | 歷史 |