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
HY HYSTER-YALE, INC CLASS A COMMON STOCK $2,4890.00%71 00.0% — 不变
COLB COLUMBIA BANKING SYSTEM INC $2,5000.00%78 42116.7% $1,346 加仓
WMK WEIS MARKETS INC $2,5060.00%32 00.0% — 不变
NTCT NETSCOUT SYSTEMS INC $2,5260.00%58 00.0% — 不变
SLGN SILGAN HLDGS INC COM $2,5510.00%55 511,275.0% $2,365 加仓
TEN TSAKOS ENERGY NAVIGATION COM USD5.00(POST REV SPLIT) $2,5820.00%73 00.0% — 不变
— LXP INDUSTRIAL TRUST COM $2,5860.00%48 00.0% — 不变
TROX TRONOX HOLDINGS PLC COM USD0.01 $2,6210.00%416 10634.2% $668 加仓
VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF $2,6230.00%17 00.0% — 不变
PLGO FIDELIS INSURANCE HOLDINGS LIMITED COM USD0.01 $2,6300.00%108 54.9% $122 加仓
MANH MANHATTAN ASSOCIATES INC COM $2,6460.00%19 -60-75.9% -$8,356 减仓
SCHH SCHWAB STRATEGIC TR US REIT ETF $2,6520.00%112 00.0% — 不变
CXT CRANE NXT CO COM $2,6600.00%52 -65-55.6% -$3,325 减仓
GSBC GREAT SOUTHERN BANCORP INC $2,6660.00%34 00.0% — 不变
BMI BADGER METER INC $2,6710.00%18 16800.0% $2,374 加仓
UE URBAN EDGE PROPERTIES $2,6770.00%117 00.0% — 不变
KBH KB HOME $2,6910.00%43 00.0% — 不变
PARR PAR PAC HOLDINGS INC COM NEW $2,6920.00%48 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC COM $2,7090.00%25 17212.5% $1,842 加仓
LPG DORIAN LPG LIMITED COM USD0.01 $2,7130.00%78 00.0% — 不变
PERI PERION NETWORK LTD COM ILS0.03 $2,7480.00%283 00.0% — 不变
LCII LCI INDS COM $2,7530.00%26 -18-40.9% -$1,906 减仓
AUPH AURINIA PHARMACEUTICALS INC COM ISIN #CA05156V1022 SEDOL #BFWLBZ7 $2,7660.00%163 2518.1% $424 加仓
ACAD ACADIA PHARMACEUTICALS INC $2,8340.00%112 00.0% — 不变
EGP EASTGROUP PPTYS INC COM $2,8350.00%14 00.0% — 不变
QNST QUINSTREET INC COM USD0.001 $2,8570.00%195 2011.4% $293 加仓
VIV TELEFONICA BRASIL S.A. AMERICAN DEPOSITARY SHARES (EACH REPRESENTING TWO (2) $2,8820.00%219 00.0% — 不变
AVNT AVIENT CORPORATION COM $2,8830.00%78 00.0% — 不变
CECO CECO ENVIRONMENTAL CORP COM STK USD0.01 $2,9040.00%32 414.3% $363 加仓
PFGC PERFORMANCE FOOD GROUP CO COM $2,9070.00%26 18225.0% $2,013 加仓
CHCO CITY HOLDING CO $2,9180.00%22 00.0% — 不变
WLK WESTLAKE CORPORATION COM USD0.01 $2,9200.00%40 -5-11.1% -$365 减仓
PACK RANPAK HOLDINGS CORP COM CL A $2,9310.00%401 8225.7% $599 加仓
BWLP BW LPG LIMITED USD0.01 $2,9460.00%169 00.0% — 不变
FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A $2,9480.00%96 50108.7% $1,535 加仓
TNL TRAVEL PLUS LEISURE CO COM $2,9810.00%39 00.0% — 不变
WSFS WSFS FINANCIAL CORP $2,9920.00%39 1139.3% $844 加仓
SAM BOSTON BEER COMPANY INC $3,0100.00%17 -35-67.3% -$6,197 减仓
— PLDT INC ADR EACH REP 1 ORD SHS $3,0130.00%172 00.0% — 不变
MCRI MONARCH CASINO & RESORT INC $3,0270.00%23 315.0% $395 加仓
CRSR CORSAIR GAMING INC COM $3,0270.00%313 3412.2% $329 加仓
AAON AAON INC $3,0450.00%24 633.3% $761 加仓
MCB METROPOLITAN BK HLDG CORP COM $3,0620.00%31 00.0% — 不变
UFPI UFP INDUSTRIES INC COM $3,0850.00%34 00.0% — 不变
NG NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #2135450 $3,0860.00%517 00.0% — 不变
TCBI TEXAS CAP BANCSHARES INC COM $3,0980.00%30 -15-33.3% -$1,549 减仓
FISI FINANCIAL INSTITUTIONS INC $3,1180.00%80 1115.9% $429 加仓
CART MAPLEBEAR INC COM $3,1720.00%67 00.0% — 不变
— WEYCO GROUP INC $3,1860.00%81 11.2% $39 加仓
DRH DIAMONDROCK HOSPITALITY CO $3,2030.00%263 5928.9% $719 加仓
GRAL GRAIL INC COM $3,2090.00%47 2395.8% $1,570 加仓
GOGO GOGO INC $3,2120.00%1,036 00.0% — 不变
POOL POOL CORP COM $3,2240.00%15 -2-11.8% -$430 减仓
ALB ALBEMARLE CORP COM USD0.01 $3,2410.00%24 -35-59.3% -$4,726 减仓
HSIC HENRY SCHEIN INC COM $3,2570.00%39 00.0% — 不变
HRMY HARMONY BIOSCIENCES HLDGS INC COM $3,2770.00%90 2028.6% $728 加仓
TG TREDEGAR CORP $3,2800.00%412 194.8% $151 加仓
AVAV AEROVIRONMENT INC COM USD0.0001 $3,3010.00%20 00.0% — 不变
WPP WPP PLC AMERICAN DEPOSITARY SHS EACH REP 5 ORD $3,3300.00%215 -3,095-93.5% -$4.79万 减仓
NAMS NEWAMSTERDAM PHARMA CO NV SHS ISIN #NL00150012L7 $3,3550.00%99 00.0% — 不变
APTV APTIV PLC ORD USD0.01 $3,3760.00%55 00.0% — 不变
VNDA VANDA PHARMACEUTICALS INC $3,3840.00%553 -140-20.2% -$857 减仓
HOMB HOME BANCSHARES INC. COM USD0.01 $3,3970.00%119 00.0% — 不变
FELE FRANKLIN ELECTRIC CO INC $3,4300.00%32 00.0% — 不变
VRTS VIRTUS INVT PARTNERS INC COM $3,4440.00%24 1071.4% $1,435 加仓
KLIC KULICKE AND SOFFA INDUSTRIES INC $3,4780.00%26 15136.4% $2,007 加仓
AAMI ACADIAN ASSET MANAGEMENT INC. COM $3,5040.00%49 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP $3,5120.00%68 1221.4% $620 加仓
ADTN ADTRAN HOLDINGS INC COM $3,5170.00%253 00.0% — 不变
ABR ARBOR REALTY TRUST INC COM $3,5340.00%652 00.0% — 不变
AOS SMITH A O CORP COM $3,5750.00%57 918.8% $564 加仓
FCPT FOUR CORNERS PPTY TR INC COM $3,5840.00%146 4646.0% $1,129 加仓
GCMG GCM GROSVENOR INC COM CL A $3,5920.00%292 -99-25.3% -$1,218 减仓
TMP TOMPKINS FINL CORP COM $3,5920.00%38 411.8% $378 加仓
ELS EQUITY LIFESTYLE PROPERTIES INC $3,6090.00%56 00.0% — 不变
CBU COMMUNITY FINANCIAL SYSTEM INC COM $3,6240.00%54 1125.6% $738 加仓
MQ MARQETA INC CLASS A COM $3,6260.00%893 00.0% — 不变
ECPG ENCORE CAPITAL GROUP INC $3,6380.00%39 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE INC COM $3,6400.00%77 -142-64.8% -$6,713 减仓
STRA STRATEGIC ED INC COM $3,6780.00%48 -8-14.3% -$613 减仓
BXMT BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A $3,7630.00%222 00.0% — 不变
BPOP POPULAR INC $3,7760.00%23 -48-67.6% -$7,880 减仓
— LIBERTY BROADBAND CORP COM SER C $3,7920.00%114 -98-46.2% -$3,260 减仓
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW $3,7930.00%285 13691.3% $1,810 加仓
RSI RUSH STREET INTERACTIVE INC COM $3,8070.00%128 4452.4% $1,309 加仓
CACC CREDIT ACCEPTANCE CORP $3,8200.00%6 00.0% — 不变
FER FERROVIAL SE EUR0.01 $3,8420.00%56 00.0% — 不变
BRC BRADY CORP $3,8460.00%42 00.0% — 不变
BANR BANNER CORP $3,8540.00%58 1741.5% $1,130 加仓
SEIC SEI INVTS CO COM $3,8590.00%44 00.0% — 不变
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A $3,8950.00%28 -146-83.9% -$2.03万 减仓
TEX TEREX CORP $3,9090.00%54 2374.2% $1,665 加仓
SGHC SUPER GROUP SGHC LTD ORD SHARES USD0.0001 $3,9160.00%289 41.4% $54 加仓
GNW GENWORTH FINL INC COM SHS $3,9210.00%414 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC $3,9220.00%49 00.0% — 不变
SAFT SAFETY INSURANCE GROUP INC $3,9680.00%53 1539.5% $1,123 加仓
MGEE MGE ENERGY INC $3,9950.00%49 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS INC CO $4,0080.00%73 -76-51.0% -$4,173 减仓
UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM $4,0360.00%804 00.0% — 不变
IQV IQVIA HLDGS INC COM $4,0580.00%21 -8-27.6% -$1,546 减仓