Basecamp Wealth Advisors LLC
BELLEVUE WA · SEC CIK 0002115254
$4.83亿2026Q1 申报市值
2,013持仓数
52.7%前十大占比 · 第一大 18.3%
449 / 187新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEU 加仓+$754.30万
VT 加仓+$531.19万
VTI 加仓+$286.80万
VOO 加仓+$228.29万
VWO 加仓+$174.75万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$122.60万
MSFT 减仓-$66.00万
FBTC 减仓-$33.78万
CYBERARK SOFTWAR 清仓-$14.36万
QIAGEN NV 清仓-$12.08万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC COM USD0.0001 | $1.54万 | 0.00% | 463 | 190 | 69.6% | $6,308 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR US SMALL-CAP ETF | $1.54万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION N A COM | $1.53万 | 0.00% | 265 | 49 | 22.7% | $2,823 | 加仓 |
| DCI | DONALDSON COMPANY INC | $1.53万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC COM | $1.51万 | 0.00% | 287 | 147 | 105.0% | $7,750 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM USD0.01 | $1.51万 | 0.00% | 185 | 64 | 52.9% | $5,215 | 加仓 |
| BC | BRUNSWICK CORP | $1.51万 | 0.00% | 207 | 118 | 132.6% | $8,585 | 加仓 |
| IVZ | INVESCO LTD | $1.49万 | 0.00% | 615 | 295 | 92.2% | $7,165 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1.49万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $1.49万 | 0.00% | 263 | -129 | -32.9% | -$7,290 | 减仓 |
| WST | WEST PHARMACEUTICAL SERVICES INC | $1.48万 | 0.00% | 59 | -20 | -25.3% | -$5,013 | 减仓 |
| TREX | TREX CO INC | $1.48万 | 0.00% | 405 | 141 | 53.4% | $5,135 | 加仓 |
| BOKF | BOK FINANCIAL CORP | $1.47万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| WIX | WIX.COM LTD COM ILS0.01 | $1.47万 | 0.00% | 163 | 2 | 1.2% | $180 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $1.46万 | 0.00% | 687 | 609 | 780.8% | $1.30万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.46万 | 0.00% | 134 | -5 | -3.6% | -$545 | 减仓 |
| WD | WALKER & DUNLOP INC COM | $1.46万 | 0.00% | 329 | 33 | 11.1% | $1,465 | 加仓 |
| S | SENTINELONE INC CL A | $1.45万 | 0.00% | 1,129 | 1,079 | 2,158.0% | $1.39万 | 加仓 |
| PRI | PRIMERICA INC COM USD0.01 | $1.45万 | 0.00% | 58 | 2 | 3.6% | $501 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $1.45万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $1.45万 | 0.00% | 97 | -63 | -39.4% | -$9,419 | 减仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $1.45万 | 0.00% | 475 | 441 | 1,297.1% | $1.34万 | 加仓 |
| GAP | GAP INC COM | $1.44万 | 0.00% | 596 | 526 | 751.4% | $1.27万 | 加仓 |
| PTC | PTC INC | $1.44万 | 0.00% | 101 | -3 | -2.9% | -$427 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | $1.43万 | 0.00% | 99 | 99 | — | $1.43万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1.43万 | 0.00% | 4,655 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.41万 | 0.00% | 27 | -16 | -37.2% | -$8,376 | 减仓 |
| NTNX | NUTANIX INC CL A | $1.40万 | 0.00% | 369 | 327 | 778.6% | $1.24万 | 加仓 |
| — | WEBSTER FINL CORP COM | $1.40万 | 0.00% | 202 | -1 | -0.5% | -$69 | 减仓 |
| SOBO | SOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3 | $1.39万 | 0.00% | 418 | -18 | -4.1% | -$600 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1.39万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.39万 | 0.00% | 182 | 24 | 15.2% | $1,828 | 加仓 |
| SID | SID NACIONAL ADR REPSTG ONE ORD | $1.37万 | 0.00% | 11,060 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC COMMON STOCK | $1.34万 | 0.00% | 839 | -164 | -16.4% | -$2,627 | 减仓 |
| VOD | VODAFONE GROUP SPON ADR EACH REP 10 ORD | $1.34万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP COM STK USD0.01 | $1.34万 | 0.00% | 139 | -50 | -26.5% | -$4,815 | 减仓 |
| PLXS | PLEXUS CORP | $1.34万 | 0.00% | 66 | -29 | -30.5% | -$5,874 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL COM USD0.001 | $1.33万 | 0.00% | 236 | 160 | 210.5% | $9,039 | 加仓 |
| CVSA | COVISTA INC. COMMON SHARES | $1.33万 | 0.00% | 115 | 31 | 36.9% | $3,573 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $1.32万 | 0.00% | 246 | 246 | — | $1.32万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1.31万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.31万 | 0.00% | 145 | -20 | -12.1% | -$1,808 | 减仓 |
| FMC | FMC CORP COM NEW | $1.31万 | 0.00% | 760 | 725 | 2,071.4% | $1.25万 | 加仓 |
| FFIV | F5 INC COM | $1.30万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.30万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $1.30万 | 0.00% | 518 | 18 | 3.6% | $450 | 加仓 |
| GVA | GRANITE CONSTRUCTION INC | $1.29万 | 0.00% | 108 | -61 | -36.1% | -$7,313 | 减仓 |
| SIGI | SELECTIVE INSURANCE GROUP INC | $1.28万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $1.27万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $1.27万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.26万 | 0.00% | 32 | 29 | 966.7% | $1.14万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $1.26万 | 0.00% | 184 | 114 | 162.9% | $7,780 | 加仓 |
| SKM | SK TELECOM ADR EACH REPR 0.55555 SHS KRW500 (P/S) | $1.25万 | 0.00% | 427 | 122 | 40.0% | $3,573 | 加仓 |
| OKLO | OKLO INC COM CL A | $1.24万 | 0.00% | 251 | -68 | -21.3% | -$3,372 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.24万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1.24万 | 0.00% | 117 | 47 | 67.1% | $4,992 | 加仓 |
| XYZ | BLOCK INC CL A | $1.24万 | 0.00% | 206 | -387 | -65.3% | -$2.33万 | 减仓 |
| BF/B | BROWN-FORMAN CORP COM USD0.15 CLASS B | $1.23万 | 0.00% | 466 | 114 | 32.4% | $3,014 | 加仓 |
| MDT | MEDTRONIC PLC | $1.23万 | 0.00% | 142 | -380 | -72.8% | -$3.29万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP | $1.22万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1.22万 | 0.00% | 37 | -2 | -5.1% | -$657 | 减仓 |
| SSRM | SSR MINING INC COM NPV ISIN #CA7847301032 SEDOL #BF7MPL9 | $1.21万 | 0.00% | 413 | -22 | -5.1% | -$647 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1.21万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $1.21万 | 0.00% | 182 | 121 | 198.4% | $8,026 | 加仓 |
| SANM | SANMINA CORP | $1.21万 | 0.00% | 93 | 32 | 52.5% | $4,149 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1.20万 | 0.00% | 120 | 108 | 900.0% | $1.08万 | 加仓 |
| MITK | MITEK SYSTEMS INC | $1.20万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER COMPANY INC | $1.20万 | 0.00% | 52 | 37 | 246.7% | $8,525 | 加仓 |
| FNF | FIDELITY NATIONAL FINANCIAL, INC. COMMON STOCK | $1.20万 | 0.00% | 258 | 64 | 33.0% | $2,968 | 加仓 |
| VFH | VANGUARD WORLD FD FINANCIALS ETF | $1.19万 | 0.00% | 99 | 99 | — | $1.19万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC COM USD0.000304635 | $1.19万 | 0.00% | 41 | 14 | 51.9% | $4,077 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM USD0.001 | $1.19万 | 0.00% | 220 | 220 | — | $1.19万 | 新建仓 |
| STBA | S&T BANCORP INC | $1.18万 | 0.00% | 283 | -54 | -16.0% | -$2,259 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.18万 | 0.00% | 113 | 20 | 21.5% | $2,095 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $1.18万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINANCIAL CORP | $1.18万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1.18万 | 0.00% | 179 | -43 | -19.4% | -$2,834 | 减仓 |
| QLYS | QUALYS INC COM USD0.001 | $1.18万 | 0.00% | 134 | 75 | 127.1% | $6,589 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM USD0.10 | $1.18万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM USD1.00 | $1.18万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC COM | $1.17万 | 0.00% | 779 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $1.16万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $1.16万 | 0.00% | 71 | 23 | 47.9% | $3,761 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $1.15万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC COM | $1.15万 | 0.00% | 307 | 96 | 45.5% | $3,601 | 加仓 |
| IFRA | ISHARES TR US INFRASTRUC | $1.14万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $1.14万 | 0.00% | 648 | 648 | — | $1.14万 | 新建仓 |
| ESS | ESSEX PROPERTY TRUST INC COM USD0.0001 | $1.14万 | 0.00% | 47 | -53 | -53.0% | -$1.28万 | 减仓 |
| GRC | GORMAN RUPP COMPANY COM STK NPV | $1.14万 | 0.00% | 183 | -23 | -11.2% | -$1,429 | 减仓 |
| WPC | WP CAREY INC COM | $1.13万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP COM ISIN #CA6837151068 SEDOL #2260824 | $1.13万 | 0.00% | 509 | -20 | -3.8% | -$445 | 减仓 |
| MYRG | MYR GRP INC COM USD0.01 | $1.13万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC ORD SHS NEW ISIN #IE00BLNN3691 SEDOL #BLNN369 | $1.13万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM USD0.01 | $1.11万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $1.11万 | 0.00% | 177 | 23 | 14.9% | $1,444 | 加仓 |
| AIR | AAR CORP | $1.11万 | 0.00% | 101 | -48 | -32.2% | -$5,254 | 减仓 |
| TXNM | TXNM ENERGY INC COM | $1.10万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO ADR REP 4 ORD | $1.09万 | 0.00% | 146 | -117 | -44.5% | -$8,711 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1.09万 | 0.00% | 322 | -43 | -11.8% | -$1,450 | 减仓 |
| VRNS | VARONIS SYSTEMS INC | $1.08万 | 0.00% | 504 | 363 | 257.4% | $7,794 | 加仓 |