Basecamp Wealth Advisors LLC
BELLEVUE WA · SEC CIK 0002115254
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PTEN | PATTERSON-UTI ENERGY INC COM | $1.54万 | 0.00% | 1,674 | -58 | -3.3% | -$532 | 减仓 |
| — | WEBSTER FINL CORP COM | $1.54万 | 0.00% | 201 | -1 | -0.5% | -$76 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1.53万 | 0.00% | 178 | 106 | 147.2% | $9,140 | 加仓 |
| DCI | DONALDSON COMPANY INC | $1.51万 | 0.00% | 168 | -12 | -6.7% | -$1,077 | 减仓 |
| MEOH | METHANEX CORP COM ISIN #CA59151K1084 SEDOL #2654416 | $1.50万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.50万 | 0.00% | 28 | 1 | 3.7% | $537 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $1.50万 | 0.00% | 956 | -3,340 | -77.7% | -$5.25万 | 减仓 |
| S | SENTINELONE INC CL A | $1.50万 | 0.00% | 884 | -245 | -21.7% | -$4,158 | 减仓 |
| GGG | GRACO INC | $1.50万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.49万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP COM ISIN #CA3518581051 SEDOL #B29NF31 | $1.48万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC COM | $1.48万 | 0.00% | 382 | 284 | 289.8% | $1.10万 | 加仓 |
| HL | HECLA MINING CO | $1.48万 | 0.00% | 958 | -243 | -20.2% | -$3,750 | 减仓 |
| GTLB | GITLAB INC CLASS A COM | $1.47万 | 0.00% | 483 | 302 | 166.9% | $9,220 | 加仓 |
| SOBO | SOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3 | $1.47万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC COM CL A | $1.47万 | 0.00% | 264 | 48 | 22.2% | $2,675 | 加仓 |
| VFC | V F CORP COM NPV | $1.46万 | 0.00% | 878 | -184 | -17.3% | -$3,069 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CLASS A COMMON | $1.46万 | 0.00% | 169 | 79 | 87.8% | $6,818 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM USD0.01 | $1.46万 | 0.00% | 154 | 62 | 67.4% | $5,861 | 加仓 |
| CPK | CHESAPEAKE UTILITIES CORP | $1.45万 | 0.00% | 118 | -199 | -62.8% | -$2.44万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1.44万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC CL A | $1.44万 | 0.00% | 1,169 | 639 | 120.6% | $7,879 | 加仓 |
| NTRA | NATERA INC COM | $1.44万 | 0.00% | 53 | 5 | 10.4% | $1,357 | 加仓 |
| CVSA | COVISTA INC. COMMON SHARES | $1.43万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $1.42万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| P | EVERPURE, INC. CLASS A COMMON STOCK | $1.42万 | 0.00% | 180 | 22 | 13.9% | $1,733 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $1.41万 | 0.00% | 222 | 58 | 35.4% | $3,672 | 加仓 |
| HOG | HARLEY DAVIDSON COM USD0.01 | $1.40万 | 0.00% | 571 | 99 | 21.0% | $2,422 | 加仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $1.39万 | 0.00% | 1,073 | -334 | -23.7% | -$4,322 | 减仓 |
| ERII | ENERGY RECOVERY INC | $1.38万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| STBA | S&T BANCORP INC | $1.37万 | 0.00% | 280 | -3 | -1.1% | -$147 | 减仓 |
| HRB | H & R BLOCK INC | $1.37万 | 0.00% | 359 | 148 | 70.1% | $5,636 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $1.37万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD COM CHF10.00 | $1.35万 | 0.00% | 57 | -14 | -19.7% | -$3,326 | 减仓 |
| UEC | URANIUM ENERGY CORP COM ISIN #US9168961038 SEDOL #BQPCD25 | $1.35万 | 0.00% | 1,270 | -225 | -15.1% | -$2,398 | 减仓 |
| SAIA | SAIA INC | $1.35万 | 0.00% | 32 | 6 | 23.1% | $2,527 | 加仓 |
| STE | STERIS PLC ORD USD0.001 | $1.35万 | 0.00% | 64 | -20 | -23.8% | -$4,211 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1.34万 | 0.00% | 16 | -2 | -11.1% | -$1,679 | 减仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $1.33万 | 0.00% | 872 | -520 | -37.4% | -$7,909 | 减仓 |
| MKC | MCCORMICK &COMPANY INC COM NPV | $1.33万 | 0.00% | 263 | -177 | -40.2% | -$8,924 | 减仓 |
| IESC | IES HLDGS INC COM | $1.32万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $1.32万 | 0.00% | 189 | 175 | 1,250.0% | $1.22万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $1.31万 | 0.00% | 580 | 62 | 12.0% | $1,400 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP | $1.31万 | 0.00% | 202 | -9 | -4.3% | -$583 | 减仓 |
| VFH | VANGUARD WORLD FD FINANCIALS ETF | $1.30万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $1.30万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS INC CLASS A COMMON STOCK | $1.28万 | 0.00% | 157 | -37 | -19.1% | -$3,017 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1.28万 | 0.00% | 125 | -54 | -30.2% | -$5,529 | 减仓 |
| BALL | BALL CORP COM NPV | $1.27万 | 0.00% | 203 | -274 | -57.4% | -$1.71万 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $1.26万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC COM USD0.00045 | $1.26万 | 0.00% | 147 | -22 | -13.0% | -$1,888 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.26万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR US INFRASTRUC | $1.26万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD COM USD0.000079365 CLASS A | $1.25万 | 0.00% | 1,156 | -3,023 | -72.3% | -$3.28万 | 减仓 |
| EMBJ | EMBRAER ADR REP FOUR ORD | $1.25万 | 0.00% | 196 | 68 | 53.1% | $4,338 | 加仓 |
| ENTG | ENTEGRIS INC | $1.24万 | 0.00% | 69 | -14 | -16.9% | -$2,518 | 减仓 |
| FROG | JFROG LTD ILS0.01 | $1.24万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1.23万 | 0.00% | 39 | 2 | 5.4% | $631 | 加仓 |
| OSCR | OSCAR HEALTH INC CL A | $1.23万 | 0.00% | 430 | 9 | 2.1% | $257 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COMMON STOCK | $1.22万 | 0.00% | 134 | -270 | -66.8% | -$2.46万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.22万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM USD1.00 | $1.22万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $1.22万 | 0.00% | 836 | -2 | -0.2% | -$29 | 减仓 |
| OKLO | OKLO INC COM CL A | $1.21万 | 0.00% | 232 | -19 | -7.6% | -$994 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $1.21万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC | $1.21万 | 0.00% | 91 | 85 | 1,416.7% | $1.13万 | 加仓 |
| CACI | CACI INTERNATIONAL INC | $1.20万 | 0.00% | 26 | -23 | -46.9% | -$1.07万 | 减仓 |
| WPC | WP CAREY INC COM | $1.19万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $1.19万 | 0.00% | 105 | 4 | 4.0% | $454 | 加仓 |
| VOD | VODAFONE GROUP SPON ADR EACH REP 10 ORD | $1.18万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC COM USD0.001 CL A | $1.18万 | 0.00% | 96 | -241 | -71.5% | -$2.95万 | 减仓 |
| BAX | BAXTER INTERNATIONAL INC COM USD1.00 | $1.17万 | 0.00% | 550 | -1,133 | -67.3% | -$2.42万 | 减仓 |
| MEDP | MEDPACE HLDGS INC COM | $1.17万 | 0.00% | 22 | -47 | -68.1% | -$2.49万 | 减仓 |
| SSRM | SSR MINING INC COM NPV ISIN #CA7847301032 SEDOL #BF7MPL9 | $1.17万 | 0.00% | 412 | -1 | -0.2% | -$28 | 减仓 |
| DT | DYNATRACE INC COM NEW | $1.15万 | 0.00% | 263 | 167 | 174.0% | $7,333 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM USD0.10 | $1.15万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC COM | $1.15万 | 0.00% | 280 | -27 | -8.8% | -$1,109 | 减仓 |
| BRO | BROWN & BROWN INC | $1.15万 | 0.00% | 179 | 17 | 10.5% | $1,091 | 加仓 |
| HUT | HUT 8 CORP COM ISIN #US44812J1043 SEDOL #BQQ8805 | $1.14万 | 0.00% | 99 | 2 | 2.1% | $231 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $1.14万 | 0.00% | 329 | 46 | 16.3% | $1,592 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $1.11万 | 0.00% | 97 | -88 | -47.6% | -$1.01万 | 减仓 |
| EXP | EAGLE MATLS INC COM | $1.10万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ADAM | ADAM TR INC COM PAR $ | $1.10万 | 0.00% | 1,173 | 28 | 2.4% | $263 | 加仓 |
| NCNO | NCINO INC COM | $1.09万 | 0.00% | 668 | 285 | 74.4% | $4,660 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $1.09万 | 0.00% | 192 | 4 | 2.1% | $227 | 加仓 |
| CDE | COEUR MINING INC COM USD0.01 ISIN #US1921085049 SEDOL #B05K6R3 | $1.09万 | 0.00% | 666 | 200 | 42.9% | $3,264 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $1.08万 | 0.00% | 109 | 90 | 473.7% | $8,959 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.08万 | 0.00% | 56 | -98 | -63.6% | -$1.89万 | 减仓 |
| SYNA | SYNAPTICS INC | $1.08万 | 0.00% | 87 | 71 | 443.8% | $8,820 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.08万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $1.07万 | 0.00% | 32 | 8 | 33.3% | $2,678 | 加仓 |
| CHE | CHEMED CORP NEW COM | $1.07万 | 0.00% | 23 | 7 | 43.8% | $3,260 | 加仓 |
| HMC | HONDA MOTOR CO ADR-EACH CNV INTO 3 ORD | $1.06万 | 0.00% | 392 | -1,360 | -77.6% | -$3.69万 | 减仓 |
| AGO | ASSURED GUARANTY LTD COM USD0.01 | $1.06万 | 0.00% | 132 | -53 | -28.6% | -$4,248 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $1.06万 | 0.00% | 125 | 54 | 76.1% | $4,568 | 加仓 |
| FND | FLOOR &DECOR HLDGS INC CL A | $1.06万 | 0.00% | 178 | 76 | 74.5% | $4,511 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $1.04万 | 0.00% | 94 | -20 | -17.5% | -$2,221 | 减仓 |
| VECO | VEECO INSTRUMENTS INC | $1.04万 | 0.00% | 137 | 49 | 55.7% | $3,714 | 加仓 |
| OGE | OGE ENERGY CORP COM USD0.01 | $1.04万 | 0.00% | 213 | 210 | 7,000.0% | $1.02万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1.04万 | 0.00% | 578 | 316 | 120.6% | $5,663 | 加仓 |