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 |
|---|---|---|---|---|---|---|---|---|
| RDNT | RADNET INC | $7,322 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $7,280 | 0.00% | 260 | -228 | -46.7% | -$6,384 | 减仓 |
| PEGA | PEGASYSTEMS INC COM USD0.01 | $7,278 | 0.00% | 171 | 88 | 106.0% | $3,745 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CLASS A COMMON | $7,235 | 0.00% | 90 | 79 | 718.2% | $6,351 | 加仓 |
| ERAS | ERASCA INC COM | $7,184 | 0.00% | 444 | 444 | — | $7,184 | 新建仓 |
| STWD | STARWOOD PPTY TR INC COM | $7,181 | 0.00% | 417 | -19 | -4.4% | -$327 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM USD0.01 | $7,173 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $7,131 | 0.00% | 838 | -47 | -5.3% | -$400 | 减仓 |
| DRS | LEONARDO DRS INC COM | $7,123 | 0.00% | 160 | 160 | — | $7,123 | 新建仓 |
| — | CARNIVAL ADR REP 1 ORD | $6,984 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC COM | $6,939 | 0.00% | 221 | -29 | -11.6% | -$911 | 减仓 |
| RL | RALPH LAUREN CORP | $6,880 | 0.00% | 20 | 20 | — | $6,880 | 新建仓 |
| BILL | BILL HOLDINGS INC COM | $6,856 | 0.00% | 179 | -69 | -27.8% | -$2,643 | 减仓 |
| HIMS | HIMS &HERS HEALTH INC COM CL A | $6,846 | 0.00% | 330 | 277 | 522.6% | $5,746 | 加仓 |
| TKR | TIMKEN CO | $6,839 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| THO | THOR INDUSTRIES INC | $6,791 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES INC | $6,776 | 0.00% | 20 | -2 | -9.1% | -$678 | 减仓 |
| HRI | HERC HLDGS INC COM | $6,769 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $6,759 | 0.00% | 38 | -24 | -38.7% | -$4,269 | 减仓 |
| SPYD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $6,752 | 0.00% | 148 | 148 | — | $6,752 | 新建仓 |
| FLEX | FLEX LTD COM USD0.01 | $6,742 | 0.00% | 103 | 103 | — | $6,742 | 新建仓 |
| ELF | E L F BEAUTY INC COM | $6,728 | 0.00% | 111 | 8 | 7.8% | $485 | 加仓 |
| MSA | MSA SAFETY INC | $6,722 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HRB | H & R BLOCK INC | $6,697 | 0.00% | 211 | 40 | 23.4% | $1,270 | 加仓 |
| DORM | DORMAN PRODS INC COM | $6,679 | 0.00% | 64 | -78 | -54.9% | -$8,140 | 减仓 |
| IOSP | INNOSPEC INC | $6,645 | 0.00% | 91 | 48 | 111.6% | $3,505 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $6,632 | 0.00% | 121 | 93 | 332.1% | $5,097 | 加仓 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $6,620 | 0.00% | 146 | -3 | -2.0% | -$136 | 减仓 |
| FROG | JFROG LTD ILS0.01 | $6,382 | 0.00% | 136 | 84 | 161.5% | $3,942 | 加仓 |
| IONQ | IONQ INC COM | $6,371 | 0.00% | 221 | 10 | 4.7% | $288 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $6,339 | 0.00% | 53 | -94 | -63.9% | -$1.12万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS COM | $6,334 | 0.00% | 215 | 215 | — | $6,334 | 新建仓 |
| VNO | VORNADO REALTY TRUST COM SHS OF BEN INT USD0.04 | $6,238 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LTD COM NPV | $6,185 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| M | MACY S INC COM USD0.01 | $6,151 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GENERAL BANCORP | $6,133 | 0.00% | 123 | 5 | 4.2% | $249 | 加仓 |
| TTAN | SERVICETITAN INC SHS CL A | $6,092 | 0.00% | 96 | 90 | 1,500.0% | $5,711 | 加仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $6,057 | 0.00% | 225 | -108 | -32.4% | -$2,907 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC COM USD0.0001 | $6,050 | 0.00% | 32 | 32 | — | $6,050 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $6,044 | 0.00% | 662 | 626 | 1,738.9% | $5,715 | 加仓 |
| CHE | CHEMED CORP NEW COM | $6,044 | 0.00% | 16 | 16 | — | $6,044 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPON ADR-EACH REP 0.5 NPV | $5,956 | 0.00% | 264 | -21 | -7.4% | -$474 | 减仓 |
| DKS | DICK S SPORTING GOODS INC | $5,949 | 0.00% | 30 | 3 | 11.1% | $595 | 加仓 |
| DK | DELEK US HLDGS INC NEW COM | $5,949 | 0.00% | 132 | 16 | 13.8% | $721 | 加仓 |
| POST | POST HLDGS INC COM | $5,932 | 0.00% | 60 | -90 | -60.0% | -$8,898 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $5,881 | 0.00% | 83 | 82 | 8,200.0% | $5,810 | 加仓 |
| IEX | IDEX CORP COM USD0.01 | $5,876 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $5,825 | 0.00% | 210 | 46 | 28.0% | $1,276 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC CO | $5,807 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR FUNDAMENTAL INTL | $5,795 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC COM | $5,737 | 0.00% | 383 | 383 | — | $5,737 | 新建仓 |
| ECHO | ECHOSTAR CORPORATION COM USD0.001 CLASS A | $5,736 | 0.00% | 49 | 2 | 4.3% | $234 | 加仓 |
| STC | STEWART INFORMATION SERVICES CORP | $5,727 | 0.00% | 93 | 38 | 69.1% | $2,340 | 加仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $5,716 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM USD0.01 | $5,697 | 0.00% | 92 | 50 | 119.0% | $3,096 | 加仓 |
| ICUI | ICU MEDICAL INC | $5,683 | 0.00% | 44 | -5 | -10.2% | -$646 | 减仓 |
| SHC | SOTERA HEALTH CO COM | $5,650 | 0.00% | 394 | 394 | — | $5,650 | 新建仓 |
| PINS | PINTEREST INC CL A | $5,630 | 0.00% | 307 | -753 | -71.0% | -$1.38万 | 减仓 |
| IPGP | IPG PHOTONICS CORPORATION COM USD0.0001 | $5,615 | 0.00% | 49 | -15 | -23.4% | -$1,719 | 减仓 |
| RELY | REMITLY GLOBAL INC COM | $5,563 | 0.00% | 355 | 217 | 157.2% | $3,400 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC COM | $5,547 | 0.00% | 47 | -12 | -20.3% | -$1,416 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $5,545 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $5,482 | 0.00% | 43 | -3 | -6.5% | -$382 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $5,476 | 0.00% | 71 | -18 | -20.2% | -$1,388 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $5,458 | 0.00% | 416 | 416 | — | $5,458 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $5,450 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $5,419 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $5,411 | 0.00% | 44 | 18 | 69.2% | $2,214 | 加仓 |
| UNFI | UNITED NATURAL FOODS COM USD0.01 | $5,407 | 0.00% | 120 | -4 | -3.2% | -$180 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $5,388 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC COM USD0.01 (POST REV SPLIT) | $5,301 | 0.00% | 71 | 71 | — | $5,301 | 新建仓 |
| LBRT | LIBERTY ENERGY INC COM USD0.01 CL A | $5,299 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $5,277 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION COM USD0.01 | $5,257 | 0.00% | 45 | 5 | 12.5% | $584 | 加仓 |
| CLS | CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 | $5,228 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FND | FLOOR &DECOR HLDGS INC CL A | $5,182 | 0.00% | 102 | 65 | 175.7% | $3,302 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $5,111 | 0.00% | 121 | -79 | -39.5% | -$3,337 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC SPON ADS EACH REPR 1 ORD SHS | $5,084 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES COM USD0.00001 | $5,062 | 0.00% | 9 | -82 | -90.1% | -$4.61万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD SHS ISIN #BMG762791017 | $5,041 | 0.00% | 182 | 182 | — | $5,041 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC COM | $5,027 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $5,026 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MORTGAGE INVESTMENT TRUST | $5,014 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC COM | $4,991 | 0.00% | 90 | -52 | -36.6% | -$2,884 | 减仓 |
| GNTX | GENTEX CORP | $4,982 | 0.00% | 228 | 110 | 93.2% | $2,404 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $4,975 | 0.00% | 67 | -33 | -33.0% | -$2,450 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $4,946 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $4,938 | 0.00% | 43 | -45 | -51.1% | -$5,168 | 减仓 |
| EIG | EMPLOYERS HLDGS INC COM | $4,896 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $4,847 | 0.00% | 220 | -2 | -0.9% | -$44 | 减仓 |
| ABCB | AMERIS BANCORP | $4,835 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC CL A | $4,829 | 0.00% | 421 | -2 | -0.5% | -$23 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $4,789 | 0.00% | 693 | 140 | 25.3% | $967 | 加仓 |
| OLN | OLIN CORP | $4,787 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO COM | $4,749 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP COM STK USD0.01 | $4,745 | 0.00% | 25 | -5 | -16.7% | -$949 | 减仓 |
| GNK | GENCO SHIPPING &TRADING LIMITED COM USD0.01 | $4,713 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP INC COM | $4,704 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BY | BYLINE BANCORP INC COM | $4,704 | 0.00% | 149 | 37 | 33.0% | $1,168 | 加仓 |
| DGRO | ISHARES TRUST CORE DIVID GWTH | $4,702 | 0.00% | 67 | -1,013 | -93.8% | -$7.11万 | 减仓 |