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
ELV ELEVANCE HEALTH INC COM $26.26万0.05%679 10.1% $387 加仓
MET METLIFE INC COM USD0.01 $26.34万0.05%3,113 280.9% $2,369 加仓
ETN EATON CORPORATION PLC $26.42万0.05%620 -3-0.5% -$1,278 减仓
IUSG ISHARES CORE S&P US GROWTH ETF $26.94万0.05%1,432 00.0% — 不变
TRV TRAVELERS COMPANIES INC COM STK NPV $27.10万0.05%821 00.0% — 不变
DASH DOORDASH INC CL A $27.13万0.05%1,470 -3-0.2% -$554 减仓
CRM SALESFORCE INC COM $27.62万0.05%1,763 -509-22.4% -$7.97万 减仓
SPG SIMON PROPERTY GROUP INC $27.63万0.05%1,236 00.0% — 不变
AEM AGNICO EAGLE MINES LTD COM ISIN #CA0084741085 SEDOL #2009823 $27.85万0.05%1,795 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS INC $28.20万0.05%962 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 $28.40万0.05%2,244 -4-0.2% -$506 减仓
LOGI LOGITECH INTERNATIONAL SA $28.75万0.05%3,057 00.0% — 不变
ESGD ISHARES TR ESG AW MSCI EAFE $28.92万0.05%2,813 00.0% — 不变
HUM HUMANA INC $29.20万0.05%735 415.9% $1.63万 加仓
ADSK AUTODESK INC $29.36万0.05%1,510 -2-0.1% -$389 减仓
AMT AMERICAN TOWER CORP NEW COM $29.39万0.05%1,797 1026.0% $1.67万 加仓
CVS CVS HEALTH CORPORATION COM USD0.01 $29.66万0.06%2,867 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROUP SPON ADS EACH REPR 1 ORD SHS $29.85万0.06%1,724 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC CL A $29.92万0.06%392 3810.7% $2.90万 加仓
LNG CHENIERE ENERGY INC COM USD0.003 $30.16万0.06%1,262 191.5% $4,541 加仓
PLD PROLOGIS INC. COM $30.28万0.06%2,235 00.0% — 不变
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 $30.43万0.06%893 -2-0.2% -$681 减仓
TTE TOTALENERGIES SE EUR2.5 $30.50万0.06%3,922 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $30.60万0.06%610 -2-0.3% -$1,003 减仓
EBAY EBAY INC. COM $30.78万0.06%2,754 00.0% — 不变
XPEV XPENG INC SPON ADS EACH REP 2 CL A ORD SHS $30.93万0.06%23,362 -1,886-7.5% -$2.50万 减仓
BE BLOOM ENERGY CORP COM CL A $31.03万0.06%1,025 505.1% $1.51万 加仓
NET CLOUDFLARE INC CL A COM $31.18万0.06%1,271 393.2% $9,566 加仓
ORLY OREILLY AUTOMOTIVE INC COM $31.77万0.06%3,450 -6-0.2% -$553 减仓
TFC TRUIST FINL CORP COM $31.86万0.06%6,395 -92-1.4% -$4,583 减仓
RF REGIONS FINANCIAL CORP NEW COM $32.34万0.06%10,710 00.0% — 不变
MMM 3M CO $32.35万0.06%1,998 60.3% $971 加仓
RIO RIO TINTO ADR EACH REP 1 ORD $32.55万0.06%3,429 00.0% — 不变
UL UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT) $33.22万0.06%5,525 -41-0.7% -$2,465 减仓
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 $33.30万0.06%1,184 -414-25.9% -$11.64万 减仓
FIX COMFORT SYSTEMS USA INC $33.30万0.06%168 10.6% $1,982 加仓
PSX PHILLIPS 66 $33.47万0.06%1,980 -11-0.6% -$1,860 减仓
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF $33.64万0.06%2,048 00.0% — 不变
NUE NUCOR CORP COM USD0.40 $33.75万0.06%1,515 292.0% $6,460 加仓
MCHP MICROCHIP TECHNOLOGY INC. COM $34.02万0.06%3,730 2346.7% $2.13万 加仓
BMY BRISTOL-MYERS SQUIBB CO COM $34.35万0.06%5,962 -500-7.7% -$2.88万 减仓
KEP KOREA ELEC PWR CORP SPONSORED ADR $34.76万0.06%28,730 1,4455.3% $1.75万 加仓
RMD RESMED INC $34.83万0.06%1,787 10.1% $195 加仓
CME CME GROUP INC COM $34.94万0.07%1,582 00.0% — 不变
HCA HCA HEALTHCARE INC COM $35.05万0.07%899 -44-4.7% -$1.72万 减仓
RDY DR. REDDY S LABORATORIES-ADR $35.61万0.07%24,573 1,2005.1% $1.74万 加仓
GUNR FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDX $35.62万0.07%7,229 00.0% — 不变
PFE PFIZER INC $35.72万0.07%14,832 1,0107.3% $2.43万 加仓
RELX RELX PLC SPON ADS EACH REPR 1 ORD SHS GBP0.144 $35.80万0.07%11,303 -91-0.8% -$2,882 减仓
MRVL MARVELL TECHNOLOGY INC COM $35.83万0.07%1,203 50.4% $1,489 加仓
IBN ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS $36.89万0.07%12,706 -976-7.1% -$2.83万 减仓
PKX POSCO HOLDINGS INC ADR EACH REP 1/4 ORD KRW5000 (BNY) $36.91万0.07%7,183 2,58956.4% $13.30万 加仓
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 $37.01万0.07%1,845 150.8% $3,009 加仓
FERG FERGUSON ENTERPRISES INC COM $37.09万0.07%1,563 -1-0.1% -$237 减仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPONS ADR EACH REP 2 ORD KRW5000 $37.10万0.07%5,866 350.6% $2,214 加仓
GILD GILEAD SCIENCES INC COM USD0.001 $37.40万0.07%2,960 00.0% — 不变
UMC UNITED MICR ELCTRNS ADR REP 5 ORD $37.57万0.07%13,808 290.2% $789 加仓
NSC NORFOLK SOUTHN CORP COM $38.17万0.07%1,213 00.0% — 不变
TEL TE CONNECTIVITY PLC COM USD0.01 $38.39万0.07%1,904 -63-3.2% -$1.27万 减仓
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS $38.56万0.07%4,629 00.0% — 不变
DHR DANAHER CORPORATION COM $39.05万0.07%2,050 -268-11.6% -$5.10万 减仓
VLO VALERO ENERGY CORP COM $39.12万0.07%1,502 -9-0.6% -$2,344 减仓
ENLT ENLIGHT RENEWABLE ENERGY LTD ILS0.1 $39.51万0.07%4,438 00.0% — 不变
SPGI S&P GLOBAL INC COM $39.71万0.07%975 -184-15.9% -$7.49万 减仓
ING ING GROEP N.V. SPONSORED ADR $40.07万0.07%12,768 00.0% — 不变
ESLT ELBIT SYSTEMS LTD $40.36万0.08%532 00.0% — 不变
BA BOEING CO $40.89万0.08%1,889 221.2% $4,762 加仓
VRTX VERTEX PHARMACEUTICALS INC $41.03万0.08%826 384.8% $1.89万 加仓
USB US BANCORP $41.07万0.08%6,800 -24-0.4% -$1,450 减仓
TMUS T-MOBILE US INC COM $41.18万0.08%2,455 1727.5% $2.88万 加仓
LOW LOWES COMPANIES INC COM USD0.50 $41.21万0.08%1,869 -7-0.4% -$1,543 减仓
FTNT FORTINET INC COM USD0.001 $41.31万0.08%2,689 311.2% $4,762 加仓
VNQ VANGUARD REAL ESTATE ETF $42.39万0.08%4,396 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $42.98万0.08%1,035 -47-4.3% -$1.95万 减仓
APH AMPHENOL CORP CLASS A COM USD0.001 $43.00万0.08%2,439 -196-7.4% -$3.46万 减仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $43.15万0.08%19,299 -11,620-37.6% -$25.98万 减仓
ISRG INTUITIVE SURGICAL INC $43.31万0.08%1,089 171.6% $6,761 加仓
IDXX IDEXX LABORATORIES INC COM USD0.10 $43.85万0.08%833 00.0% — 不变
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD $46.42万0.09%4,605 00.0% — 不变
CM CANADIAN IMP BK COMM COM ISIN #CA1360691010 SEDOL #2170525 $47.53万0.09%4,133 00.0% — 不变
IX ORIX CORPORATION SPON ADR EACH REP 5 ORD NPV CIT $48.11万0.09%12,647 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 $48.20万0.09%4,291 62817.1% $7.05万 加仓
SLV ISHARES SILVER TR ISHARES $48.93万0.09%9,151 1,80824.6% $9.67万 加仓
BCS BARCLAYS PLC ADR-EACH CV INTO 4 ORD STK GBP0.25 JPM $49.36万0.09%18,375 00.0% — 不变
WELL WELLTOWER INC COM $50.23万0.09%2,213 00.0% — 不变
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR EACH REPR 3/5 ORD NPV $51.14万0.10%21,689 00.0% — 不变
CSX CSX CORP COM USD1 $51.38万0.10%10,811 -17-0.2% -$808 减仓
MCD MCDONALD S CORP $51.63万0.10%1,910 00.0% — 不变
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 $51.97万0.10%2,511 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49 $52.06万0.10%20,776 -25-0.1% -$627 减仓
ANET ARISTA NETWORKS INC COM SHS $52.39万0.10%3,084 60.2% $1,019 加仓
COP CONOCOPHILLIPS COM $52.47万0.10%5,047 -22-0.4% -$2,287 减仓
WF WOORI FINANCIAL GROUP INC SPON ADS EACH REP 3 ORD SHS $52.53万0.10%9,151 94911.6% $5.45万 加仓
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 $52.53万0.10%10,958 -610-5.3% -$2.92万 减仓
EMR EMERSON ELECTRIC CO $52.61万0.10%3,675 00.0% — 不变
OC OWENS CORNING COM USD0.01 $52.73万0.10%3,317 00.0% — 不变
MPC MARATHON PETROLEUM CORP COM USD0.01 $52.85万0.10%2,067 603.0% $1.53万 加仓
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS $53.07万0.10%26,455 -2,052-7.2% -$4.12万 减仓
WFC WELLS FARGO CO NEW COM $53.07万0.10%6,422 2884.7% $2.38万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $53.94万0.10%10,565 4,48473.7% $22.89万 加仓