Basecamp Wealth Advisors LLC
BELLEVUE WA · SEC CIK 0002115254
$5.37亿2026Q2 申报市值
1,822持仓数
53.2%前十大占比 · 第一大 18.7%
1 / 193新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FBTC 加仓+$22.89万
PKX 加仓+$13.30万
GLD 加仓+$11.05万
DVN 加仓+$9.76万
SLV 加仓+$9.67万
2026Q2 卖出最多 按季末市值估算
VEU 减仓-$204.99万
VTI 减仓-$165.07万
TIP 清仓-$137.38万
BITWISE 10 CRYPT 清仓-$53.14万
SCHD 减仓-$45.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $6,418 | 0.00% | 63 | 24 | 61.5% | $2,445 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPON ADR-EACH REP 0.5 NPV | $6,444 | 0.00% | 285 | 21 | 8.0% | $475 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $6,573 | 0.00% | 274 | 179 | 188.4% | $4,294 | 加仓 |
| BKU | BANKUNITED INC | $6,589 | 0.00% | 136 | -74 | -35.2% | -$3,585 | 减仓 |
| EPR | EPR PROPERTIES SBI USD0.01 | $6,613 | 0.00% | 114 | -65 | -36.3% | -$3,771 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $6,661 | 0.00% | 356 | 56 | 18.7% | $1,048 | 加仓 |
| FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION COMMON STOCK | $6,693 | 0.00% | 448 | 295 | 192.8% | $4,407 | 加仓 |
| DK | DELEK US HLDGS INC NEW COM | $6,707 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $6,716 | 0.00% | 584 | -176 | -23.2% | -$2,024 | 减仓 |
| ICHR | ICHOR HOLDINGS SHS | $6,737 | 0.00% | 60 | 17 | 39.5% | $1,909 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE CHILE ADS-EACH REPR 1 PRF SER B | $6,738 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 | $6,771 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DKS | DICK S SPORTING GOODS INC | $6,804 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC COM | $6,828 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $6,830 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $6,907 | 0.00% | 169 | -11 | -6.1% | -$450 | 减仓 |
| QXO | QXO INC COM NEW | $7,033 | 0.00% | 407 | -123 | -23.2% | -$2,125 | 减仓 |
| IEX | IDEX CORP COM USD0.01 | $7,035 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS, INC. COMMON STOCK | $7,047 | 0.00% | 63 | -20 | -24.1% | -$2,237 | 减仓 |
| SPYD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $7,076 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $7,131 | 0.00% | 815 | 153 | 23.1% | $1,339 | 加仓 |
| MSA | MSA SAFETY INC | $7,158 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MEDICAL INC | $7,183 | 0.00% | 49 | 5 | 11.4% | $733 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $7,203 | 0.00% | 28 | 23 | 460.0% | $5,917 | 加仓 |
| CPRT | COPART INC COM USD0.0001 | $7,217 | 0.00% | 256 | -207 | -44.7% | -$5,836 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $7,224 | 0.00% | 83 | 20 | 31.7% | $1,741 | 加仓 |
| WWD | WOODWARD INC COM | $7,232 | 0.00% | 17 | -29 | -63.0% | -$1.23万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS COM | $7,261 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC COM USD0.01 | $7,277 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST INC COM USD0.0001 | $7,290 | 0.00% | 25 | -22 | -46.8% | -$6,415 | 减仓 |
| — | CADELER AS SPON EACH ADR REP 4 ORD SHS | $7,296 | 0.00% | 333 | 307 | 1,180.8% | $6,726 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM ISIN #CA2499061083 SEDOL #2141941 | $7,297 | 0.00% | 105 | -7 | -6.2% | -$486 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $7,303 | 0.00% | 181 | -272 | -60.0% | -$1.10万 | 减仓 |
| RWT | REDWOOD TRUST INC COM | $7,304 | 0.00% | 1,541 | 53 | 3.6% | $251 | 加仓 |
| RXO | RXO INC COMMON STOCK | $7,311 | 0.00% | 265 | 46 | 21.0% | $1,269 | 加仓 |
| HAFN | HAFNIA LIMITED USD0.01 | $7,317 | 0.00% | 1,102 | -290 | -20.8% | -$1,926 | 减仓 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $7,346 | 0.00% | 151 | 5 | 3.4% | $243 | 加仓 |
| HP | HELMERICH &PAYNE INC COM USD0.10 | $7,367 | 0.00% | 225 | 124 | 122.8% | $4,060 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $7,404 | 0.00% | 86 | -59 | -40.7% | -$5,079 | 减仓 |
| CPNG | COUPANG INC CL A | $7,417 | 0.00% | 427 | 270 | 172.0% | $4,690 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $7,419 | 0.00% | 138 | -30 | -17.9% | -$1,613 | 减仓 |
| SITM | SITIME CORP COM | $7,456 | 0.00% | 10 | 3 | 42.9% | $2,237 | 加仓 |
| ASH | ASHLAND INC COM | $7,511 | 0.00% | 114 | -39 | -25.5% | -$2,570 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $7,582 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $7,600 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GENERAL BANCORP | $7,625 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $7,648 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC COM USD0.0001 | $7,711 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $7,728 | 0.00% | 400 | 272 | 212.5% | $5,255 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $7,770 | 0.00% | 98 | -87 | -47.0% | -$6,898 | 减仓 |
| ACM | AECOM | $7,818 | 0.00% | 112 | -140 | -55.6% | -$9,772 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $7,872 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM USD0.01 | $7,888 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $7,912 | 0.00% | 10 | 9 | 900.0% | $7,121 | 加仓 |
| DIOD | DIODES INC | $7,989 | 0.00% | 73 | 28 | 62.2% | $3,064 | 加仓 |
| M | MACY S INC COM USD0.01 | $8,007 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $8,021 | 0.00% | 50 | -48 | -49.0% | -$7,700 | 减仓 |
| RL | RALPH LAUREN CORP | $8,028 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $8,029 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO COM | $8,040 | 0.00% | 33 | -50 | -60.2% | -$1.22万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $8,044 | 0.00% | 43 | 28 | 186.7% | $5,238 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $8,247 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP COM STK USD0.01 | $8,294 | 0.00% | 85 | -54 | -38.8% | -$5,269 | 减仓 |
| CW | CURTISS-WRIGHT CORP | $8,335 | 0.00% | 11 | 8 | 266.7% | $6,062 | 加仓 |
| NHI | NATIONAL HEALTH INVESTORS INC | $8,389 | 0.00% | 110 | -20 | -15.4% | -$1,525 | 减仓 |
| ATO | ATMOS ENERGY CORP COM NPV | $8,441 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $8,482 | 0.00% | 106 | -7 | -6.2% | -$560 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $8,493 | 0.00% | 276 | 209 | 311.9% | $6,431 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $8,601 | 0.00% | 916 | -132 | -12.6% | -$1,239 | 减仓 |
| BF/B | BROWN-FORMAN CORP COM USD0.15 CLASS B | $8,635 | 0.00% | 324 | -142 | -30.5% | -$3,784 | 减仓 |
| NYAX | NAYAX LTD ILS0.001 | $8,647 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO SA SPON ADS EACH REP 1 ORD SHS | $8,668 | 0.00% | 1,117 | 82 | 7.9% | $636 | 加仓 |
| LNC | LINCOLN NATIONAL CORP COM NPV | $8,696 | 0.00% | 246 | 134 | 119.6% | $4,737 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $8,699 | 0.00% | 442 | -76 | -14.7% | -$1,496 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $8,701 | 0.00% | 340 | 96 | 39.3% | $2,457 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM USD0.001 | $8,730 | 0.00% | 189 | -31 | -14.1% | -$1,432 | 减仓 |
| DORM | DORMAN PRODS INC COM | $8,733 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABORATORIES INC | $8,808 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $8,816 | 0.00% | 115 | -9 | -7.3% | -$690 | 减仓 |
| ICL | ICL GROUP LTD ILS1 | $8,859 | 0.00% | 1,779 | -2,772 | -60.9% | -$1.38万 | 减仓 |
| BANF | BANCFIRST CORP | $8,890 | 0.00% | 80 | -12 | -13.0% | -$1,334 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $8,908 | 0.00% | 75 | -17 | -18.5% | -$2,019 | 减仓 |
| FNB | F N B CORP COM | $8,910 | 0.00% | 467 | 392 | 522.7% | $7,479 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $8,997 | 0.00% | 124 | -7 | -5.3% | -$508 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $9,038 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $9,054 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED SPONSORED ADS | $9,060 | 0.00% | 704 | 97 | 16.0% | $1,248 | 加仓 |
| CVLT | COMMVAULT SYS INC COM | $9,071 | 0.00% | 64 | 50 | 357.1% | $7,087 | 加仓 |
| DY | DYCOM INDUSTRIES INC | $9,101 | 0.00% | 18 | -2 | -10.0% | -$1,011 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GROUP INC | $9,142 | 0.00% | 1,046 | 189 | 22.1% | $1,652 | 加仓 |
| CWST | CASELLA WASTE SYSTEMS INC | $9,212 | 0.00% | 95 | -12 | -11.2% | -$1,164 | 减仓 |
| JOYY | JOYY INC SPON ADS EACH REP 20 ORD SHS CL A | $9,305 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP CL A | $9,313 | 0.00% | 936 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC COM | $9,317 | 0.00% | 65 | -3 | -4.4% | -$430 | 减仓 |
| RS | RELIANCE INC COM NPV | $9,340 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $9,376 | 0.00% | 180 | 65 | 56.5% | $3,386 | 加仓 |
| AA | ALCOA CORP COM | $9,489 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC COM | $9,593 | 0.00% | 250 | 29 | 13.1% | $1,113 | 加仓 |
| JOE | ST JOE CO | $9,645 | 0.00% | 154 | -23 | -13.0% | -$1,440 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $9,647 | 0.00% | 159 | 113 | 245.7% | $6,856 | 加仓 |