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
AMPH AMPHASTAR PHARMACEUTICALS INC $8.91万0.02%4,416 601.4% $1,211 加仓
LITE LUMENTUM HLDGS INC COM $8.92万0.02%104 55.1% $4,290 加仓
Q QNITY ELECTRONICS INC COMMON STOCK $8.95万0.02%548 00.0% — 不变
EQT EQT CORP COM $8.98万0.02%1,688 00.0% — 不变
CAH CARDINAL HEALTH INC COM NPV $9.03万0.02%380 -1-0.3% -$238 减仓
IJH ISHARES CORE S&P MID-CAP ETF $9.06万0.02%1,174 00.0% — 不变
CASY CASEYS GENERAL STORES INC $9.06万0.02%114 00.0% — 不变
SKM SK TELECOM ADR EACH REPR 0.55555 SHS KRW500 (P/S) $9.07万0.02%2,819 2,392560.2% $7.69万 加仓
IR INGERSOLL RAND INC COM $9.07万0.02%1,106 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EXCHANGEABLE SUB VOTING SHS ISIN #CA11285B1085 SEDOL #BSQLLY3 $9.17万0.02%2,470 -49-1.9% -$1,819 减仓
PAYX PAYCHEX INC COM USD0.01 $9.18万0.02%934 586.6% $5,703 加仓
REGN REGENERON PHARMACEUTICALS INC $9.23万0.02%148 -55-27.1% -$3.43万 减仓
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT $9.23万0.02%1,114 00.0% — 不变
MDB MONGODB INC CL A $9.27万0.02%276 -11-3.8% -$3,695 减仓
GM GENERAL MTRS CO COM $9.45万0.02%1,226 373.1% $2,852 加仓
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 $9.46万0.02%5,333 00.0% — 不变
MORN MORNINGSTAR INC $9.61万0.02%616 -3-0.5% -$468 减仓
BWA BORG WARNER INC COM USD0.01 $9.79万0.02%1,474 00.0% — 不变
WCN WASTE CONNECTIONS INC $9.80万0.02%588 18847.0% $3.13万 加仓
QGEN QIAGEN NV ORD EUR0.01 $9.91万0.02%2,534 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $9.95万0.02%1,100 00.0% — 不变
XYL XYLEM INC COM USD0.01 $10.04万0.02%849 00.0% — 不变
CFG CITIZENS FINL GROUP INC COM $10.09万0.02%1,440 715.2% $4,975 加仓
BKR BAKER HUGHES COMPANY CL A $10.11万0.02%1,821 00.0% — 不变
HPQ HP INC COM $10.12万0.02%4,614 1232.7% $2,699 加仓
FANG DIAMONDBACK ENERGY INC COM USD0.01 $10.16万0.02%578 00.0% — 不变
LI LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL A $10.17万0.02%8,664 1,84627.1% $2.17万 加仓
BAP CREDICORP COM STK USD5 $10.25万0.02%263 00.0% — 不变
AFL AFLAC INC COM $10.25万0.02%874 25340.7% $2.97万 加仓
CHT CHUNGHWA TELECOM ADR EA REPR 10 ORD TWD10 $10.26万0.02%2,318 00.0% — 不变
CAE CAE INC COM ISIN #CA1247651088 SEDOL #2162760 $10.29万0.02%4,107 00.0% — 不变
MAS MASCO CORP COM USD1.00 $10.29万0.02%1,265 00.0% — 不变
B BARRICK MINING CORPORATION COM NPV ISIN #CA06849F1080 SEDOL #BNM23Q1 $10.33万0.02%2,813 00.0% — 不变
ESE ESCO TECHNOLOGIES INC $10.36万0.02%296 -20-6.3% -$7,001 减仓
VRT VERTIV HOLDINGS CO COM CL A $10.38万0.02%310 -98-24.0% -$3.28万 减仓
ULTA ULTA BEAUTY INC COM $10.42万0.02%231 -5-2.1% -$2,255 减仓
NMR NOMURA HOLDINGS ADR REPTG ONE ORD $10.51万0.02%11,975 00.0% — 不变
AON AON PLC SHS CL A COM USD0.01 $10.51万0.02%317 8234.9% $2.72万 加仓
SYY SYSCO CORP $10.53万0.02%1,260 13912.4% $1.16万 加仓
JLL JONES LANG LASALLE INC COM USD0.01 $10.63万0.02%343 00.0% — 不变
EOG EOG RESOURCES INC $10.64万0.02%820 172.1% $2,205 加仓
ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF $10.65万0.02%1,904 00.0% — 不变
SNPS SYNOPSYS INC $10.66万0.02%239 4724.5% $2.10万 加仓
GL GLOBE LIFE INC COM $10.74万0.02%601 00.0% — 不变
BEKE KE HLDGS INC SPONSORED ADS $10.76万0.02%7,408 -991-11.8% -$1.44万 减仓
AEP AMERICAN ELEC PWR CO INC COM $10.77万0.02%787 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 $10.83万0.02%880 -5-0.6% -$616 减仓
FSLR FIRST SOLAR INC $11.02万0.02%467 -89-16.0% -$2.10万 减仓
DRI DARDEN RESTAURANTS INC $11.08万0.02%538 00.0% — 不变
UNM UNUM GROUP $11.22万0.02%1,255 00.0% — 不变
ITT ITT INC COM $11.25万0.02%569 -34-5.6% -$6,724 减仓
VBR VANGUARD SMALL CAP VALUE ETF $11.33万0.02%466 00.0% — 不变
PKG PACKAGING CORP OF AMERICA COM USD0.01 $11.39万0.02%478 00.0% — 不变
BDX BECTON DICKINSON &CO COM USD1.00 $11.41万0.02%754 -68-8.3% -$1.03万 减仓
CEG CONSTELLATION ENERGY CORP COM $11.43万0.02%460 -4-0.9% -$993 减仓
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 $11.47万0.02%785 162.1% $2,338 加仓
OTIS OTIS WORLDWIDE CORP COM $11.49万0.02%1,605 271.7% $1,933 加仓
CBOE CBOE GLOBAL MARKETS INC $11.70万0.02%482 00.0% — 不变
TWLO TWILIO INC CL A $11.76万0.02%570 00.0% — 不变
HAL HALLIBURTON CO COM USD2.50 $11.92万0.02%3,511 -20-0.6% -$679 减仓
SU SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 $12.04万0.02%2,242 -3-0.1% -$161 减仓
TROW PRICE T ROWE GROUPS COM USD0.20 $12.43万0.02%1,093 -153-12.3% -$1.74万 减仓
CHRW CH ROBINSON WORLDWIDE INC COM USD0.10 $12.46万0.02%662 294.6% $5,459 加仓
ROK ROCKWELL AUTOMATION INC COM USD1 $12.48万0.02%252 -10-3.8% -$4,951 减仓
OXY OCCIDENTAL PETE CORP COM $12.56万0.02%2,586 00.0% — 不变
PI IMPINJ INC COM $12.58万0.02%878 273.2% $3,867 加仓
ALC ALCON INC $12.60万0.02%1,878 -9-0.5% -$604 减仓
BUD ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV $12.62万0.02%1,532 00.0% — 不变
IWD ISHARES RUSSELL 1000 VALUE ETF $12.64万0.02%522 00.0% — 不变
DPZ DOMINO S PIZZA INC $12.79万0.02%432 61.4% $1,776 加仓
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY $12.81万0.02%2,074 00.0% — 不变
BBY BEST BUY CO INC COM USD0.10 $12.98万0.02%1,710 -48-2.7% -$3,642 减仓
ECL ECOLAB INC $13.04万0.02%468 00.0% — 不变
TER TERADYNE INC COM USD0.125 $13.21万0.02%273 72.6% $3,387 加仓
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 $13.21万0.02%352 -1-0.3% -$375 减仓
DELL DELL TECHNOLOGIES INC CL C $13.33万0.02%309 196.6% $8,198 加仓
SSL SASOL LTD SPON ADR(EACH CNV TO 1 ORD) $13.36万0.02%13,608 1,0078.0% $9,889 加仓
KEY KEYCORP COM $13.46万0.03%5,838 00.0% — 不变
AEE AMEREN CORP COM USD0.01 $13.51万0.03%1,195 00.0% — 不变
ESGE ISHARES INC ESG AWR MSCI EM $13.57万0.03%2,482 00.0% — 不变
PDD PDD HOLDINGS INC AMERICAN DEPOSITARY SHARES $13.58万0.03%1,780 -5-0.3% -$381 减仓
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 $13.62万0.03%2,512 00.0% — 不变
AMP AMERIPRISE FINANCIAL INC COM USD0.01 $13.63万0.03%297 -28-8.6% -$1.28万 减仓
EXPE EXPEDIA GROUP INC $13.66万0.03%534 306.0% $7,676 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $13.70万0.03%471 4610.8% $1.34万 加仓
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 $13.70万0.03%2,067 00.0% — 不变
MCO MOODYS CORP COM USD0.01 $13.72万0.03%303 113.8% $4,982 加仓
LMT LOCKHEED MARTIN CORP COM USD1.00 $13.86万0.03%272 10.4% $509 加仓
PHM PULTE GROUP INC COM USD0.01 $14.00万0.03%1,020 00.0% — 不变
YUM YUM! BRANDS INC $14.04万0.03%878 789.8% $1.25万 加仓
FDX FEDEX CORP COM USD0.10 $14.21万0.03%454 92.0% $2,817 加仓
SBS SANEAMEN SAO PAU ADR REP 1 ORD $14.42万0.03%24,955 250.1% $145 加仓
DTE DTE ENERGY CO $14.60万0.03%958 768.6% $1.16万 加仓
VNQI VANGUARD GLOBAL EX-US REAL ESTATE INDEX FD ETF $14.66万0.03%3,269 -1,655-33.6% -$7.42万 减仓
MOH MOLINA HEALTHCARE INC $14.80万0.03%647 -69-9.6% -$1.58万 减仓
KR KROGER CO COM USD1.00 $14.85万0.03%2,673 -7-0.3% -$389 减仓
PSO PEARSON ADR REP 1 ORD $14.88万0.03%9,364 2823.1% $4,481 加仓
SNY SANOFI ADR REP 1 1/2 ORD $14.96万0.03%3,506 -188-5.1% -$8,020 减仓
UPS UNITED PARCEL SERVICE INC CL B $15.12万0.03%1,406 -130-8.5% -$1.40万 减仓
SO SOUTHERN CO $15.13万0.03%1,581 -5-0.3% -$479 减仓