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 |
|---|---|---|---|---|---|---|---|---|
| PNR | PENTAIR PLC SHS | $1.08万 | 0.00% | 124 | -5 | -3.9% | -$436 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.07万 | 0.00% | 151 | -37 | -19.7% | -$2,629 | 减仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $1.07万 | 0.00% | 212 | -29 | -12.0% | -$1,459 | 减仓 |
| ALB | ALBEMARLE CORP COM USD0.01 | $1.06万 | 0.00% | 59 | 35 | 145.8% | $6,283 | 加仓 |
| HAFN | HAFNIA LIMITED USD0.01 | $1.06万 | 0.00% | 1,392 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.06万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC COM USD0.001 | $1.05万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $1.05万 | 0.00% | 79 | 50 | 172.4% | $6,656 | 加仓 |
| NHI | NATIONAL HEALTH INVESTORS INC | $1.05万 | 0.00% | 130 | -16 | -11.0% | -$1,294 | 减仓 |
| YOU | CLEAR SECURE INC COM CL A | $1.05万 | 0.00% | 216 | 216 | — | $1.05万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $1.04万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $1.04万 | 0.00% | 257 | 34 | 15.2% | $1,372 | 加仓 |
| SUZ | SUZANO SA SPON ADS EACH REP 1 ORD SHS | $1.04万 | 0.00% | 1,035 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC COM | $1.03万 | 0.00% | 181 | 181 | — | $1.03万 | 新建仓 |
| QXO | QXO INC COM NEW | $1.03万 | 0.00% | 530 | 123 | 30.2% | $2,389 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $1.03万 | 0.00% | 60 | 8 | 15.4% | $1,368 | 加仓 |
| MOG/A | MOOG INC | $1.02万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $1.02万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS NV | $1.02万 | 0.00% | 52 | -79 | -60.3% | -$1.54万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $1.01万 | 0.00% | 104 | 79 | 316.0% | $7,696 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $9,988 | 0.00% | 203 | 85 | 72.0% | $4,182 | 加仓 |
| BANF | BANCFIRST CORP | $9,982 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $9,960 | 0.00% | 186 | 140 | 304.3% | $7,497 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $9,915 | 0.00% | 114 | -11 | -8.8% | -$957 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A | $9,909 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED COM NPV | $9,838 | 0.00% | 287 | 73 | 34.1% | $2,502 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $9,820 | 0.00% | 164 | -155 | -48.6% | -$9,281 | 减仓 |
| ENTG | ENTEGRIS INC | $9,731 | 0.00% | 83 | -73 | -46.8% | -$8,559 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $9,679 | 0.00% | 42 | -60 | -58.8% | -$1.38万 | 减仓 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $9,664 | 0.00% | 54 | -3 | -5.3% | -$537 | 减仓 |
| NTRA | NATERA INC COM | $9,600 | 0.00% | 48 | 11 | 29.7% | $2,200 | 加仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $9,593 | 0.00% | 362 | -137 | -27.5% | -$3,630 | 减仓 |
| HOG | HARLEY DAVIDSON COM USD0.01 | $9,544 | 0.00% | 472 | -127 | -21.2% | -$2,568 | 减仓 |
| BPOP | POPULAR INC | $9,526 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $9,484 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC | $9,428 | 0.00% | 313 | 133 | 73.9% | $4,006 | 加仓 |
| MUSA | MURPHY USA INC COM | $9,385 | 0.00% | 19 | -34 | -64.2% | -$1.68万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM USD0.005 | $9,339 | 0.00% | 61 | 52 | 577.8% | $7,961 | 加仓 |
| P | EVERPURE, INC. CLASS A COMMON STOCK | $9,328 | 0.00% | 158 | 131 | 485.2% | $7,734 | 加仓 |
| EXP | EAGLE MATLS INC COM | $9,283 | 0.00% | 49 | 3 | 6.5% | $568 | 加仓 |
| LADR | LADDER CAP CORP CL A | $9,145 | 0.00% | 936 | -130 | -12.2% | -$1,270 | 减仓 |
| SAIA | SAIA INC | $9,133 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED SHS | $9,056 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM NPV | $9,051 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP COM | $9,028 | 0.00% | 274 | 30 | 12.3% | $988 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METALS CORP COM NPV(CAD) ISIN #CA89679M1041 SEDOL #BJ171P4 | $9,025 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $9,015 | 0.00% | 51 | -9 | -15.0% | -$1,591 | 减仓 |
| EPR | EPR PROPERTIES SBI USD0.01 | $8,943 | 0.00% | 179 | -2 | -1.1% | -$100 | 减仓 |
| MRCY | MERCURY SYSTEMS INC | $8,895 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS INC CLASS A COMMON STOCK | $8,889 | 0.00% | 194 | -113 | -36.8% | -$5,178 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $8,856 | 0.00% | 1,048 | 349 | 49.9% | $2,949 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $8,816 | 0.00% | 131 | -32 | -19.6% | -$2,154 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $8,780 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $8,760 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING INC COM USD0.01 ISIN #US1921085049 SEDOL #B05K6R3 | $8,747 | 0.00% | 466 | 466 | — | $8,747 | 新建仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $8,717 | 0.00% | 129 | -90 | -41.1% | -$6,082 | 减仓 |
| AMBA | AMBARELLA INC COM USD0.00045 | $8,699 | 0.00% | 169 | 73 | 76.0% | $3,758 | 加仓 |
| NU | NU HOLDINGS LTD USD0.000006666666 CLASS A | $8,636 | 0.00% | 601 | -4 | -0.7% | -$57 | 减仓 |
| CDW | CDW CORP COM USD0.01 | $8,592 | 0.00% | 71 | 37 | 108.8% | $4,478 | 加仓 |
| IESC | IES HLDGS INC COM | $8,576 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC COM | $8,508 | 0.00% | 153 | -2 | -1.3% | -$111 | 减仓 |
| CWST | CASELLA WASTE SYSTEMS INC | $8,489 | 0.00% | 107 | -243 | -69.4% | -$1.93万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GROUP INC | $8,476 | 0.00% | 857 | -182 | -17.5% | -$1,800 | 减仓 |
| ADAM | ADAM TR INC COM PAR $ | $8,427 | 0.00% | 1,145 | -33 | -2.8% | -$243 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $8,424 | 0.00% | 365 | 290 | 386.7% | $6,693 | 加仓 |
| BIO | BIO RAD LABORATORIES INC | $8,363 | 0.00% | 30 | -9 | -23.1% | -$2,509 | 减仓 |
| SKYW | SKYWEST INC | $8,357 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC COM | $8,348 | 0.00% | 1,488 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC COM | $8,334 | 0.00% | 283 | 208 | 277.3% | $6,125 | 加仓 |
| PPL | PPL CORP COM USD0.01 | $8,289 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $8,247 | 0.00% | 518 | 49 | 10.4% | $780 | 加仓 |
| JOYY | JOYY INC SPON ADS EACH REP 20 ORD SHS CL A | $8,233 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $8,186 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $8,169 | 0.00% | 83 | 5 | 6.4% | $492 | 加仓 |
| RUN | SUNRUN INC COM | $8,150 | 0.00% | 601 | 563 | 1,481.6% | $7,635 | 加仓 |
| RVTY | REVVITY INC COM | $8,148 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED SPONSORED ADS | $8,128 | 0.00% | 607 | -183 | -23.2% | -$2,450 | 减仓 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS INC | $8,109 | 0.00% | 115 | 85 | 283.3% | $5,994 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $8,077 | 0.00% | 95 | -10 | -9.5% | -$850 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM ISIN #CA2499061083 SEDOL #2141941 | $8,042 | 0.00% | 112 | 106 | 1,766.7% | $7,611 | 加仓 |
| KMT | KENNAMETAL INC | $8,021 | 0.00% | 222 | 49 | 28.3% | $1,770 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $7,993 | 0.00% | 117 | -131 | -52.8% | -$8,949 | 减仓 |
| GPK | GRAPHIC PACKAGING HOLDING CO | $7,952 | 0.00% | 800 | 367 | 84.8% | $3,648 | 加仓 |
| TTC | TORO CO | $7,849 | 0.00% | 84 | 84 | — | $7,849 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $7,783 | 0.00% | 82 | 66 | 412.5% | $6,264 | 加仓 |
| INGR | INGREDION INC COM USD0.01 | $7,774 | 0.00% | 69 | 55 | 392.9% | $6,197 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $7,733 | 0.00% | 24 | 8 | 50.0% | $2,578 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $7,720 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $7,711 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,665 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM NPV | $7,598 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER ADR REP FOUR ORD | $7,596 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $7,540 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS, INC. COMMON STOCK | $7,540 | 0.00% | 83 | 8 | 10.7% | $727 | 加仓 |
| HRL | HORMEL FOODS CORP | $7,452 | 0.00% | 329 | -26 | -7.3% | -$589 | 减仓 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $7,399 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| NYAX | NAYAX LTD ILS0.001 | $7,392 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE CHILE ADS-EACH REPR 1 PRF SER B | $7,366 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $7,346 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $7,331 | 0.00% | 18 | -5 | -21.7% | -$2,036 | 减仓 |