Well Done, LLC 13F 持仓 · 2026年Q2
Well Done 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 202 只证券，申报市值合计 7.43 亿美元。前几大持仓：IVV（12.49%）、BRK/A（11.28%）、AVLC（4.40%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $92.9M | 12.49% | 124,013 | 增持 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $83.9M | 11.28% | 112 | 持平 |
| 3 | AVLC | AMERICAN CENTY ETF TR | $32.7M | 4.40% | 363,663 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $25.8M | 3.48% | 51,648 | 增持 |
| 5 | IJH | ISHARES TR | $23.3M | 3.14% | 302,785 | 减持 |
| 6 | USMV | ISHARES TR | $22.2M | 2.99% | 230,337 | 增持 |
| 7 | QUAL | ISHARES TR | $18.0M | 2.42% | 81,845 | 减持 |
| 8 | DFSV | DIMENSIONAL ETF TRUST | $17.8M | 2.39% | 457,938 | 减持 |
| 9 | MTUM | ISHARES TR | $17.0M | 2.29% | 49,716 | 减持 |
| 10 | BOXX | EA SERIES TRUST | $16.6M | 2.24% | 141,915 | 增持 |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $16.5M | 2.22% | 400,918 | 增持 |
| 12 | DGRO | ISHARES TR | $16.5M | 2.22% | 218,014 | 减持 |
| 13 | ABBV | ABBVIE INC | $12.2M | 1.63% | 48,290 | 增持 |
| 14 | ITOT | ISHARES TR | $10.0M | 1.35% | 61,089 | 减持 |
| 15 | SOXX | ISHARES TR | $9.9M | 1.33% | 15,472 | 减持 |
| 16 | IGV | ISHARES TR | $9.5M | 1.27% | 104,489 | 新建仓 |
| 17 | IAI | ISHARES TR | $9.3M | 1.25% | 52,860 | 增持 |
| 18 | QVAL | EA SERIES TRUST | $9.2M | 1.24% | 165,606 | 增持 |
| 19 | ITA | ISHARES TR | $9.1M | 1.23% | 37,594 | 减持 |
| 20 | TCV | EA SERIES TRUST | $9.1M | 1.23% | 284,291 | 减持 |
| 21 | IYJ | ISHARES TR | $9.0M | 1.22% | 54,248 | 增持 |
| 22 | GNTX | GENTEX CORP | $9.0M | 1.21% | 357,319 | 减持 |
| 23 | IDHQ | INVESCO EXCH TRADED FD TR II | $9.0M | 1.21% | 205,312 | 减持 |
| 24 | IYZ | ISHARES TR | $9.0M | 1.21% | 213,136 | 新建仓 |
| 25 | IDGT | ISHARES TR | $8.8M | 1.18% | 73,077 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR