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 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC COM CL A | $5.44万 | 0.01% | 394 | -47 | -10.7% | -$6,493 | 减仓 |
| RPRX | ROYALTY PHARMA PLC COM USD0.0001 CLASS A | $5.45万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5.48万 | 0.01% | 884 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTERNATIONAL GROUP INC | $5.49万 | 0.01% | 736 | -1,323 | -64.3% | -$9.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $5.50万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $5.54万 | 0.01% | 296 | 99 | 50.3% | $1.85万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $5.56万 | 0.01% | 315 | -2 | -0.6% | -$353 | 减仓 |
| GSK | GSK PLC SPON ADS EACH REP 2 ORD SHS | $5.58万 | 0.01% | 1,064 | -14 | -1.3% | -$734 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $5.62万 | 0.01% | 739 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $5.65万 | 0.01% | 2,655 | 84 | 3.3% | $1,788 | 加仓 |
| WRB | BERKLEY W R CORP COM | $5.66万 | 0.01% | 802 | 18 | 2.3% | $1,270 | 加仓 |
| ARGX | ARGENX SE SPON ADR EACH REP 1 ORD SHS | $5.66万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $5.67万 | 0.01% | 635 | 10 | 1.6% | $893 | 加仓 |
| FTV | FORTIVE CORP COM | $5.67万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $5.69万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPUERTO DEL PACIFICO SPON ADR B | $5.70万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC ORD EUR0.06 | $5.70万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $5.70万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 | $5.77万 | 0.01% | 618 | -224 | -26.6% | -$2.09万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $5.78万 | 0.01% | 425 | -229 | -35.0% | -$3.11万 | 减仓 |
| CSL | CARLISLE COMPANIES INC | $5.80万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC CL A | $5.82万 | 0.01% | 1,137 | 64 | 6.0% | $3,279 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5.86万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $5.89万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $5.94万 | 0.01% | 409 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN/FROST BANKERS INC | $5.98万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS US INFR DEV ETF | $6.00万 | 0.01% | 1,019 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK &ASSOCIATES INC COM USD0.01 | $6.06万 | 0.01% | 440 | -106 | -19.4% | -$1.46万 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $6.07万 | 0.01% | 684 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $6.07万 | 0.01% | 512 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST STATE STREET S&P 400 MID CAP VALUE ETF | $6.13万 | 0.01% | 646 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $6.13万 | 0.01% | 119 | -12 | -9.2% | -$6,186 | 减仓 |
| PWR | QUANTA SERVICES COM USD0.00001 | $6.15万 | 0.01% | 85 | 76 | 844.4% | $5.50万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE | $6.20万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $6.21万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 | $6.22万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 | $6.24万 | 0.01% | 514 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC COM | $6.26万 | 0.01% | 46 | -10 | -17.9% | -$1.36万 | 减仓 |
| JBHT | HUNT J.B. TRANSPORT SERVICES INC COM USD0.01 | $6.28万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELECTRIC PLC COM USD0.01 | $6.29万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC. COM USD0.01 | $6.31万 | 0.01% | 98 | -5 | -4.9% | -$3,220 | 减仓 |
| BCH | BANCO DE CHILE SPON ADS REP 200 ORD SHS | $6.34万 | 0.01% | 1,595 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD SPON ADR REP 1 ORD SHS INR2 | $6.36万 | 0.01% | 28,274 | -19,385 | -40.7% | -$4.36万 | 减仓 |
| LEN | LENNAR CORP COM USD0.10 CLASS A | $6.52万 | 0.01% | 720 | -22 | -3.0% | -$1,991 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP SPON ADS EACH REPR 0.20 ORD SHS | $6.65万 | 0.01% | 6,946 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $6.70万 | 0.01% | 146 | 1 | 0.7% | $459 | 加仓 |
| W | WAYFAIR INC | $6.71万 | 0.01% | 726 | -31 | -4.1% | -$2,865 | 减仓 |
| WAT | WATERS CORP | $6.71万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $6.75万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM USD0.01 | $6.77万 | 0.01% | 510 | -2 | -0.4% | -$266 | 减仓 |
| LKQ | LKQ CORP | $6.78万 | 0.01% | 2,575 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $6.78万 | 0.01% | 960 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $6.80万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $6.82万 | 0.01% | 876 | 82 | 10.3% | $6,385 | 加仓 |
| RHI | ROBERT HALF INC COM USD0.001 | $6.89万 | 0.01% | 2,243 | 79 | 3.7% | $2,425 | 加仓 |
| MRNA | MODERNA INC COM | $6.90万 | 0.01% | 985 | -9 | -0.9% | -$630 | 减仓 |
| OKTA | OKTA INC CL A | $7.00万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $7.04万 | 0.01% | 460 | -187 | -28.9% | -$2.86万 | 减仓 |
| IDA | IDACORP INC | $7.11万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 | $7.12万 | 0.01% | 520 | -34 | -6.1% | -$4,656 | 减仓 |
| HUBS | HUBSPOT INC | $7.14万 | 0.01% | 391 | -44 | -10.1% | -$8,030 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $7.22万 | 0.01% | 165 | -3 | -1.8% | -$1,313 | 减仓 |
| OIH | VANECK ETF TRUST OIL SERVICES ETF | $7.23万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $7.34万 | 0.01% | 1,917 | 214 | 12.6% | $8,198 | 加仓 |
| BMO | BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 | $7.37万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $7.42万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $7.48万 | 0.01% | 523 | 2 | 0.4% | $286 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $7.57万 | 0.01% | 135 | -30 | -18.2% | -$1.68万 | 减仓 |
| LUV | SOUTHWEST AIRLINES CO | $7.59万 | 0.01% | 1,476 | 99 | 7.2% | $5,091 | 加仓 |
| THG | HANOVER INSURANCE GROUP INC | $7.64万 | 0.01% | 357 | 14 | 4.1% | $2,998 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $7.67万 | 0.01% | 37 | -1 | -2.6% | -$2,073 | 减仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INC COM NPV ISIN #CA76131D1033 SEDOL #BTF8CF0 | $7.68万 | 0.01% | 1,059 | -89 | -7.8% | -$6,453 | 减仓 |
| TKC | TURKCELL ILETISIM ADR REP 2.5 ORD | $7.72万 | 0.01% | 13,127 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $7.72万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 | $7.79万 | 0.01% | 994 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $7.88万 | 0.01% | 1,825 | 99 | 5.7% | $4,275 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $7.90万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $8.09万 | 0.02% | 551 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $8.23万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | $8.28万 | 0.02% | 222 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS B COM NPV | $8.34万 | 0.02% | 2,031 | -866 | -29.9% | -$3.55万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $8.37万 | 0.02% | 1,105 | -99 | -8.2% | -$7,497 | 减仓 |
| CNS | COHEN &STEERS INC COM USD0.01 | $8.38万 | 0.02% | 1,100 | 19 | 1.8% | $1,447 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8.50万 | 0.02% | 2,499 | -547 | -18.0% | -$1.86万 | 减仓 |
| CNC | CENTENE CORP | $8.52万 | 0.02% | 1,327 | -203 | -13.3% | -$1.30万 | 减仓 |
| HSY | HERSHEY COMPANY COM USD1.00 | $8.53万 | 0.02% | 486 | -4 | -0.8% | -$702 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS(1B&2D-B&2 D-L | $8.56万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $8.56万 | 0.02% | 842 | 84 | 11.1% | $8,539 | 加仓 |
| SSD | SIMPSON MFG INC COM | $8.60万 | 0.02% | 411 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM USD0.15 | $8.67万 | 0.02% | 1,191 | -35 | -2.9% | -$2,549 | 减仓 |
| COIN | COINBASE GLOBAL, INC. CLASS A COMMON STOCK | $8.74万 | 0.02% | 598 | -50 | -7.7% | -$7,310 | 减仓 |
| STLA | STELLANTIS N.V COM EUR0.01 ISIN #NL00150001Q9 | $8.75万 | 0.02% | 15,250 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS CO | $8.76万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| KT | KT ADR REP 1/2 ORD | $8.77万 | 0.02% | 5,076 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $8.79万 | 0.02% | 2,307 | -121 | -5.0% | -$4,610 | 减仓 |
| XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $8.80万 | 0.02% | 1,642 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC COM | $8.81万 | 0.02% | 1,229 | -328 | -21.1% | -$2.35万 | 减仓 |
| EIX | EDISON INTERNATIONAL | $8.82万 | 0.02% | 1,185 | -5 | -0.4% | -$372 | 减仓 |
| CP | CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09 | $8.83万 | 0.02% | 1,019 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC COM USD0.01 | $8.86万 | 0.02% | 13 | 0 | 0.0% | — | 不变 |