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
MSBI MIDLAND STATES BANCORP INC COM $1,0280.00%33 26.5% $62 加仓
PRM PERIMETER SOLUTIONS INC COMMON STOCK $1,0340.00%29 626.1% $214 加仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $1,0350.00%105 4987.5% $483 加仓
SENEA SENECA FOODS CORP $1,0440.00%6 00.0% — 不变
FOR FORESTAR GROUP INC COM $1,0440.00%33 00.0% — 不变
MATV MATIV HOLDINGS INC COM $1,0450.00%138 4040.8% $303 加仓
TLS TELOS CORP MD COM $1,0530.00%229 6438.8% $294 加仓
NVGS NAVIGATOR HOLDINGS LTD ORD SHS $1,0620.00%57 -10-14.9% -$186 减仓
KD KYNDRYL HLDGS INC COMMON STOCK $1,0630.00%94 -322-77.4% -$3,641 减仓
CRNC CERENCE INC COM $1,0640.00%94 -23-19.7% -$260 减仓
— AIRO GROUP HLDGS INC COM $1,0640.00%144 94188.0% $695 加仓
KFY KORN FERRY COM NEW $1,0650.00%16 151,500.0% $998 加仓
PRME PRIME MEDICINE INC COM $1,0770.00%292 51.7% $18 加仓
GBX GREENBRIER COMPANIES INC $1,0780.00%22 00.0% — 不变
CASS CASS INFORMATION SYSTEMS INC $1,0780.00%21 750.0% $359 加仓
HURN HURON CONSULTING GROUP INC $1,0820.00%12 -31-72.1% -$2,795 减仓
CASK MGP INGREDIENTS INC $1,0860.00%62 -8-11.4% -$140 减仓
CZR CAESARS ENTERTAINMENT INC NEW COM $1,0860.00%36 1144.0% $332 加仓
FLY FIREFLY AEROSPACE INC COM $1,0880.00%37 -566-93.9% -$1.66万 减仓
PRDO PERDOCEO ED CORP COM $1,0880.00%34 00.0% — 不变
COFS CHOICEONE FINL SVCS INC COM $1,0880.00%32 833.3% $272 加仓
WIX WIX.COM LTD COM ILS0.01 $1,0890.00%24 -139-85.3% -$6,307 减仓
SWBI SMITH &WESSON BRANDS INC COM $1,0980.00%73 00.0% — 不变
SHLS SHOALS TECHNOLOGIES GROUP INC CL A $1,0990.00%111 82282.8% $812 加仓
AROW ARROW FINANCIAL CORP $1,1070.00%27 522.7% $205 加仓
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW $1,1210.00%27 14107.7% $581 加仓
ANGO ANGIODYNAMICS INC $1,1450.00%88 71417.6% $924 加仓
ATEC ALPHATEC HLDGS INC COM NEW $1,1500.00%133 -35-20.8% -$303 减仓
WFG WEST FRASER TIMBER CO LTD COM ISIN #CA9528451052 SEDOL #2951098 $1,1510.00%17 00.0% — 不变
PLTK PLAYTIKA HLDG CORP COM $1,1570.00%311 4215.6% $156 加仓
SBSI SOUTHSIDE BANCSHARES INC $1,1610.00%33 622.2% $211 加仓
IDT IDT CORP COM USD0.01 CLASS B $1,1630.00%20 211.1% $116 加仓
MIRM MIRUM PHARMACEUTICALS INC COM $1,1710.00%10 -49-83.1% -$5,738 减仓
MOV MOVADO GROUP INC $1,1790.00%30 415.4% $157 加仓
SLDP SOLID POWER INC CLASS A COM $1,1810.00%456 271146.5% $702 加仓
CSV CARRIAGE SERVICES INC $1,1890.00%31 624.0% $230 加仓
DECK DECKERS OUTDOOR CORP $1,1910.00%12 -108-90.0% -$1.07万 减仓
NTGR NETGEAR INC COM USD0.001 $1,1910.00%51 818.6% $187 加仓
— PROKIDNEY CORP SHS CL A $1,1950.00%586 00.0% — 不变
— SERVICE PPTYS TR COM SH BEN INT $1,1980.00%709 446169.6% $754 加仓
SNA SNAP-ON INC $1,2070.00%3 00.0% — 不变
BMBL BUMBLE INC COM CL A $1,2100.00%378 00.0% — 不变
WSBC WESBANCO INC $1,2100.00%31 00.0% — 不变
CCNE CNB FINANCIAL CORP $1,2140.00%36 724.1% $236 加仓
GENI GENIUS SPORTS LTD COM NPV $1,2240.00%202 -47-18.9% -$285 减仓
BOW BOWHEAD SPECIALTY HLDGS INC COM SHS $1,2270.00%41 1557.7% $449 加仓
CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A $1,2280.00%104 2023.8% $236 加仓
KELYA KELLY SERVICES INC $1,2280.00%100 61156.4% $749 加仓
— SS INNOVATIONS INTERNATIONAL I COM NEW $1,2450.00%300 00.0% — 不变
LAMR LAMAR ADVERTISING CO COM USD0.001 CL A $1,2480.00%8 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER L CL A $1,2520.00%24 -27-52.9% -$1,408 减仓
EBS EMERGENT BIOSOLUTIONS INC $1,2650.00%151 -12-7.4% -$101 减仓
BKE BUCKLE INC COM $1,2660.00%30 -24-44.4% -$1,013 减仓
RARE ULTRAGENYX PHARMACEUTICAL INC $1,2690.00%38 -64-62.7% -$2,137 减仓
RRBI RED RIVER BANCSHARES INC COM $1,2780.00%14 440.0% $365 加仓
SCL STEPAN CO $1,2820.00%23 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $1,2840.00%278 00.0% — 不变
SPNT SIRIUSPOINT LTD COM USD0.1 $1,2960.00%54 00.0% — 不变
SFIX STITCH FIX INC COM CL A $1,2990.00%316 -182-36.5% -$748 减仓
GAP GAP INC COM $1,3080.00%70 -526-88.3% -$9,829 减仓
GT GOODYEAR TIRE &RUBBER CO COM NPV $1,3130.00%199 -169-45.9% -$1,115 减仓
INGR INGREDION INC COM USD0.01 $1,3260.00%14 -55-79.7% -$5,209 减仓
RPAY REPAY HLDGS CORP COM CL A $1,3270.00%316 -38-10.7% -$160 减仓
CRD/A CRAWFORD & CO $1,3300.00%118 32.6% $34 加仓
BCRX BIOCRYST PHARMACEUTICALS INC COM $1,3300.00%133 76133.3% $760 加仓
TIPT TIPTREE INC COM $1,3440.00%75 3066.7% $538 加仓
MATX MATSON INC COM NPV $1,3460.00%7 00.0% — 不变
ESNT ESSENT GROUP LTD COM USD0.015 $1,3500.00%21 -41-66.1% -$2,636 减仓
THRY THRYV HLDGS INC COM NEW $1,3590.00%345 6724.1% $264 加仓
UFCS UNITED FIRE GROUP INC $1,3630.00%26 00.0% — 不变
ITIC INVESTORS TITLE CO NC COM $1,3680.00%5 125.0% $274 加仓
SMBC SOUTHERN MISSOURI BANCORP INC $1,3720.00%18 538.5% $381 加仓
SPSC SPS COMM INC COM $1,3720.00%24 221,100.0% $1,258 加仓
AMSF AMERISAFE INC $1,3870.00%41 -3-6.8% -$101 减仓
SFST SOUTHERN FIRST BANCSHARES COM $1,4050.00%23 964.3% $550 加仓
NRIM NORTHRIM BANCORP INC $1,4150.00%51 1334.2% $361 加仓
— SIGHT SCIENCES INC COM $1,4250.00%263 -2-0.8% -$11 减仓
ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 $1,4270.00%27 -623-95.8% -$3.29万 减仓
ASPN ASPEN AEROGELS INC COM USD0.00001 $1,4270.00%225 135150.0% $856 加仓
BUR BURFORD CAPITAL LTD ORD NPV (DI) $1,4310.00%349 246238.8% $1,009 加仓
FTAI FTAI AVIATION LTD SHS ISIN #KYG3730V1059 $1,4340.00%5 00.0% — 不变
MPB MID PENN BANCORP INC COM $1,4630.00%42 -4-8.7% -$139 减仓
HBM HUDBAY MINERALS INC ISIN #CA4436281022 SEDOL #B05BDX1 $1,4640.00%62 -42-40.4% -$992 减仓
JJSF J & J SNACK FOODS CORP $1,4690.00%20 -10-33.3% -$734 减仓
SHBI SHORE BANCSHARES INC COM $1,4690.00%64 1325.5% $298 加仓
XRX XEROX HOLDINGS CORP COM NEW $1,4770.00%472 338252.2% $1,058 加仓
KURA KURA ONCOLOGY INC COM $1,4810.00%135 5466.7% $592 加仓
AAOI APPLIED OPTOELECTRONICS INC $1,4820.00%10 342.9% $445 加仓
REX REX AMERICAN RES CORP COM $1,4900.00%33 00.0% — 不变
CSTM CONSTELLIUM SE (FRANCE) EUR0.02 CLASS A $1,4980.00%47 -54-53.5% -$1,721 减仓
HBCP HOME BANCORP INC $1,5070.00%22 637.5% $411 加仓
CLDT CHATHAM LODGING TRUST $1,5210.00%115 4666.7% $608 加仓
DEO DIAGEO ADR REP 4 ORD $1,5270.00%19 -127-87.0% -$1.02万 减仓
NPKI NPK INTERNATIONAL INC. COMMON STOCK $1,5430.00%97 -24-19.8% -$382 减仓
AOSL ALPHA AND OMEGA SEMICONDUCTOR LTD $1,5620.00%33 726.9% $331 加仓
OSPN ONESPAN INC COM $1,5640.00%109 5187.9% $732 加仓
— GAMBLING.COM GROUP LIMITED ORD NPV $1,5690.00%826 7731,458.5% $1,468 加仓
CMRE COSTAMARE INC COM USD0.0001 $1,5700.00%112 00.0% — 不变
EVH EVOLENT HEALTH INC CL A $1,5930.00%294 244488.0% $1,322 加仓
BTG B2GOLD CORP COM ISIN #CA11777Q2099 SEDOL #B29VFC4 $1,5970.00%427 00.0% — 不变