13F 机构持仓

Basecamp Wealth Advisors LLC

BELLEVUE WA · SEC CIK 0002115254

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 18.7%
VEU 12.9%
VT 3.4%
LLY 3.2%
MSFT 3.2%
AAPL 3.2%
NVDA 3.1%
VWO 2.4%
GOOGL 1.7%
AMZN 1.6%

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
REG REGENCY CENTERS CORP COM USD0.01 $2.69万0.01%337 00.0% — 不变
MHK MOHAWK INDUSTRIES COM USD0.01 $2.69万0.01%222 -40-15.3% -$4,853 减仓
FNDA SCHWAB STRATEGIC TR FUNDAMENTAL US S $2.70万0.01%710 00.0% — 不变
NTES NETEASE INC SPON ADR EACH REP 25 ORD SHS $2.70万0.01%211 41.9% $513 加仓
KKR KKR &CO INC COM $2.74万0.01%299 5321.5% $4,864 加仓
KMX CARMAX INC $2.75万0.01%519 -117-18.4% -$6,188 减仓
— TAYLOR MORRISON HOME CORP COM $2.75万0.01%383 -2-0.5% -$143 减仓
LYB LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A $2.75万0.01%522 399324.4% $2.10万 加仓
TME TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS EACH REP 2 ORD SHS CL A $2.75万0.01%3,299 1494.7% $1,244 加仓
OGS ONE GAS INC COM USD0.01 $2.78万0.01%361 6120.3% $4,701 加仓
AU ANGLOGOLD ASHANTI PLC ORD USD1 $2.78万0.01%344 -7-2.0% -$566 减仓
MUR MURPHY OIL CORP COM USD1.00 $2.78万0.01%855 91.1% $293 加仓
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS $2.82万0.01%1,091 -4,252-79.6% -$10.98万 减仓
TOL TOLL BROTHERS INC $2.83万0.01%172 00.0% — 不变
ALK ALASKA AIR GROUP INC COM USD0.01 $2.83万0.01%543 00.0% — 不变
VO VANGUARD MID-CAP INDEX FUND $2.84万0.01%352 00.0% — 不变
SGI SOMNIGROUP INTERNATIONAL INC. COMMON STOCK $2.85万0.01%363 -15-4.0% -$1,176 减仓
GH GUARDANT HEALTH INC COM $2.85万0.01%190 179.8% $2,551 加仓
ZLAB ZAI LAB LIMITED ADS EACH REP 10 ORD SHS $2.85万0.01%1,502 -1,181-44.0% -$2.24万 减仓
MUSA MURPHY USA INC COM $2.86万0.01%53 34178.9% $1.83万 加仓
PLXS PLEXUS CORP $2.86万0.01%95 2943.9% $8,720 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPON ADS EACH REP 0.5 ORD SHS $2.86万0.01%1,787 00.0% — 不变
WH WYNDHAM HOTELS &RESORTS INC COM $2.87万0.01%341 4916.8% $4,126 加仓
QFIN QFIN HOLDINGS, INC. AMERICAN DEPOSITARY SHARES $2.89万0.01%1,825 00.0% — 不变
FUL H.B. FULLER COMPANY $2.89万0.01%496 00.0% — 不变
GOLF ACUSHNET HLDGS CORP COM $2.92万0.01%246 -19-7.2% -$2,252 减仓
IT GARTNER INC COM USD0.0005 $2.93万0.01%226 -10-4.2% -$1,296 减仓
GRAB GRAB HLDGS LTD CL A ORD ISIN #KYG4124C1096 $2.95万0.01%7,834 -1,637-17.3% -$6,171 减仓
CNP CENTERPOINT ENERGY INC COM STK USD0.01 $2.96万0.01%671 00.0% — 不变
NDAQ NASDAQ INC COM STK $2.96万0.01%375 -2-0.5% -$158 减仓
PHIN PHINIA INC COMMON STOCK $2.96万0.01%359 -58-13.9% -$4,777 减仓
COHR COHERENT CORP COM $2.96万0.01%75 811.9% $3,156 加仓
SNX TD SYNNEX CORPORATION COM $2.97万0.01%111 00.0% — 不变
MTCH MATCH GROUP INC NEW COM $2.97万0.01%781 00.0% — 不变
GDDY GODADDY INC CL A $2.99万0.01%352 113.2% $934 加仓
UCTT ULTRA CLEAN HOLDINGS INC $2.99万0.01%210 9176.5% $1.30万 加仓
TEAM ATLASSIAN CORPORATION CL A $2.99万0.01%385 201109.2% $1.56万 加仓
WERN WERNER ENTERPRISES INC $3.04万0.01%697 284.2% $1,221 加仓
TCOM TRIP COM GROUP LTD SPON ADS EACH REP 1 ORD SHS $3.05万0.01%766 -20-2.5% -$797 减仓
CUBE CUBESMART $3.08万0.01%775 14222.4% $5,647 加仓
AN AUTONATION INC COM USD0.01 $3.10万0.01%167 2820.1% $5,202 加仓
BIIB BIOGEN INC COM USD0.0005 $3.11万0.01%144 4139.8% $8,859 加仓
SEB SEABOARD CORP DEL COM $3.12万0.01%7 116.7% $4,464 加仓
GGB GERDAU SA SPON ADR REP PFD $3.18万0.01%7,870 00.0% — 不变
FAST FASTENAL COM STK USD0.01 $3.18万0.01%662 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 $3.18万0.01%117 79207.9% $2.15万 加仓
JBS JBS N.V. COM EUR0.01 CL A $3.19万0.01%2,695 -34-1.2% -$403 减仓
FUTU FUTU HOLDINGS LIMITED SPON ADS EACH REP 8 ORD SHS CL A $3.20万0.01%341 00.0% — 不变
ESTC ELASTIC N V COM EUR0.01 $3.20万0.01%562 00.0% — 不变
TPR TAPESTRY INC COM $3.21万0.01%219 -2-0.9% -$293 减仓
AJG ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 $3.21万0.01%140 53.7% $1,148 加仓
ETR ENTERGY CORP $3.22万0.01%280 00.0% — 不变
CNX CNX RES CORP COM $3.23万0.01%952 00.0% — 不变
DINO HF SINCLAIR CORP COM $3.23万0.01%464 132.9% $905 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $3.24万0.01%506 -118-18.9% -$7,553 减仓
IMKTA INGLES MARKETS INC $3.24万0.01%366 -6-1.6% -$531 减仓
WEC WEC ENERGY GROUP INC COM $3.26万0.01%279 00.0% — 不变
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD $3.27万0.01%3,999 00.0% — 不变
RRC RANGE RESOURCES CORP $3.28万0.01%882 759.3% $2,789 加仓
KIM KIMCO REALTY CORP COM USD0.01 $3.30万0.01%1,300 -8-0.6% -$203 减仓
KOF COCA-COLA FEMSA S.A.B. DE C.V. ADS EA REP 10 UNTS(3 SER B SHS &5 SER L $3.30万0.01%311 00.0% — 不变
CLH CLEAN HARBORS INC $3.32万0.01%111 -4-3.5% -$1,195 减仓
VALE VALE S.A. SPONS ADS REPR 1 COM NPV $3.32万0.01%2,205 00.0% — 不变
SLM SLM CORP COM USD0.20 $3.33万0.01%1,283 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES $3.34万0.01%1,284 -35-2.7% -$910 减仓
GMAB GENMAB AS SPON ADS EACH REP 0.1 ORD SHS $3.34万0.01%1,217 00.0% — 不变
AWR AMER STATES WTR CO COM $3.35万0.01%405 5917.1% $4,875 加仓
EFX EQUIFAX INC COM USD1.25 $3.35万0.01%211 -8-3.7% -$1,270 减仓
NWSA NEWS CORP $3.35万0.01%1,351 -927-40.7% -$2.30万 减仓
SUI SUN COMMUNITIES INC $3.37万0.01%281 -72-20.4% -$8,634 减仓
SOLV SOLVENTUM CORP COM SHS $3.38万0.01%438 7219.7% $5,555 加仓
LDOS LEIDOS HOLDINGS INC COM $3.40万0.01%330 -2-0.6% -$206 减仓
KRYS KRYSTAL BIOTECH INC COM $3.49万0.01%94 910.6% $3,345 加仓
BSAC BANCO SANTANDER ADS REP 400 ORD $3.49万0.01%1,061 00.0% — 不变
ZTO ZTO EXPRESS (CAYMAN) INC SPON ADS EACH REPR 1 SHS CL A $3.50万0.01%1,562 -22-1.4% -$492 减仓
APA APA CORPORATION COM $3.52万0.01%1,081 -7-0.6% -$228 减仓
J JACOBS SOLUTIONS INC COM $3.54万0.01%281 00.0% — 不变
LII LENNOX INTERNATIONAL INC COM USD0.01 $3.55万0.01%62 00.0% — 不变
NTAP NETAPP INC $3.56万0.01%230 00.0% — 不变
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS $3.57万0.01%68 00.0% — 不变
EVR EVERCORE INC CLASS A $3.59万0.01%105 1618.0% $5,463 加仓
CCK CROWN HLDGS INC COM $3.60万0.01%322 -24-6.9% -$2,684 减仓
ILMN ILLUMINA INC COM USD0.01 $3.60万0.01%205 63.0% $1,055 加仓
FLUT FLUTTER ENTERTAINMENT PLC ORD EUR0.09 (DI) $3.62万0.01%354 -452-56.1% -$4.62万 减仓
FOXA FOX CORP CL A COM $3.63万0.01%695 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $3.64万0.01%121 -29-19.3% -$8,730 减仓
CNH CNH INDUSTRIAL NV COM EUR0.01 $3.67万0.01%3,267 -182-5.3% -$2,044 减仓
XPO XPO INC $3.67万0.01%179 00.0% — 不变
PCTY PAYLOCITY HOLDING CORP $3.68万0.01%352 9134.9% $9,512 加仓
TECK TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 $3.70万0.01%622 00.0% — 不变
DG DOLLAR GEN CORP NEW COM $3.71万0.01%322 -212-39.7% -$2.44万 减仓
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND $3.72万0.01%102 00.0% — 不变
RIG TRANSOCEAN LIMITED COM CHF0.10 REGISTERED SHS $3.73万0.01%7,634 1461.9% $714 加仓
JBL JABIL INC COM $3.74万0.01%97 1924.4% $7,324 加仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $3.76万0.01%349 00.0% — 不变
IRMD IRADIMED CORP $3.77万0.01%394 00.0% — 不变
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF $3.79万0.01%1,287 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $3.79万0.01%144 00.0% — 不变
HLN HALEON PLC SPON ADS EACH REP 2 ORD SHS $3.81万0.01%4,079 -72-1.7% -$672 减仓
HYD VANECK ETF TRUST HIGH YLD MUNIETF $3.82万0.01%742 00.0% — 不变