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
STWD STARWOOD PPTY TR INC COM $6,8300.00%417 00.0% — 不变
FTDR FRONTDOOR INC COM $6,8280.00%88 00.0% — 不变
DKS DICK S SPORTING GOODS INC $6,8040.00%30 00.0% — 不变
CLS CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 $6,7710.00%19 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE CHILE ADS-EACH REPR 1 PRF SER B $6,7380.00%91 00.0% — 不变
ICHR ICHOR HOLDINGS SHS $6,7370.00%60 1739.5% $1,909 加仓
FMC FMC CORP COM NEW $6,7160.00%584 -176-23.2% -$2,024 减仓
DK DELEK US HLDGS INC NEW COM $6,7070.00%132 00.0% — 不变
FLG FLAGSTAR BANK, NATIONAL ASSOCIATION COMMON STOCK $6,6930.00%448 295192.8% $4,407 加仓
RLAY RELAY THERAPEUTICS INC COM $6,6610.00%356 5618.7% $1,048 加仓
EPR EPR PROPERTIES SBI USD0.01 $6,6130.00%114 -65-36.3% -$3,771 减仓
BKU BANKUNITED INC $6,5890.00%136 -74-35.2% -$3,585 减仓
QBTS D-WAVE QUANTUM INC COM $6,5730.00%274 179188.4% $4,294 加仓
FMS FRESENIUS MEDICAL CARE AG SPON ADR-EACH REP 0.5 NPV $6,4440.00%285 218.0% $475 加仓
VAC MARRIOTT VACATIONS WORLDWIDE C COM $6,4180.00%63 2461.5% $2,445 加仓
BY BYLINE BANCORP INC COM $6,4020.00%170 2114.1% $791 加仓
THO THOR INDUSTRIES INC $6,3890.00%85 00.0% — 不变
WULF TERAWULF INC COM $6,3730.00%258 3214.2% $790 加仓
CPRI CAPRI HOLDINGS LTD COM NPV $6,3140.00%340 -11-3.1% -$204 减仓
COLM COLUMBIA SPORTSWEAR CO $6,3060.00%102 -19-15.7% -$1,175 减仓
HRL HORMEL FOODS CORP $6,2550.00%252 -77-23.4% -$1,911 减仓
FCNCA FIRST CITIZENS BANCSHARES INC (DELAWARE) $6,2420.00%3 -8-72.7% -$1.66万 重新持有
FORM FORMFACTOR INC $6,2370.00%39 721.9% $1,119 加仓
FRSH FRESHWORKS INC CLASS A COM $6,2240.00%615 434239.8% $4,392 加仓
INVH INVITATION HOMES INC COM $6,2230.00%206 -519-71.6% -$1.57万 减仓
IRTC IRHYTHM HOLDINGS INC COM $6,1850.00%52 510.6% $595 加仓
AGL AGILON HEALTH INC COM NEW $6,1090.00%57 00.0% — 不变
NJR NEW JERSEY RES CORP COM $6,1080.00%109 94626.7% $5,267 加仓
MTSI MACOM TECH SOLUTIONS HLDGS INC COM $6,0860.00%16 16— $6,086 新建仓
FNDC SCHWAB STRATEGIC TR FUNDAMENTAL INTL $6,0700.00%125 00.0% — 不变
KMT KENNAMETAL INC $6,0640.00%173 -49-22.1% -$1,718 减仓
SOUN SOUNDHOUND AI INC CLASS A COM $6,0430.00%934 29145.3% $1,883 加仓
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A $6,0400.00%69 00.0% — 不变
EIG EMPLOYERS HLDGS INC COM $6,0070.00%119 00.0% — 不变
EXTR EXTREME NETWORKS COM $5,9880.00%185 3725.0% $1,198 加仓
GEN GEN DIGITAL INC COM $5,9490.00%239 -1,184-83.2% -$2.95万 减仓
QURE UNIQURE N.V. COM EUR0.05 $5,8500.00%127 3639.6% $1,658 加仓
CRCL CIRCLE INTERNET GROUP INC COM CL A $5,8250.00%93 79564.3% $4,948 加仓
HOOD ROBINHOOD MKTS INC COM CL A $5,8160.00%58 1431.8% $1,404 加仓
CIFR CIPHER DIGITAL INC. COMMON STOCK $5,8070.00%237 -43-15.4% -$1,054 减仓
FLS FLOWSERVE CORP COM USD1.25 $5,7840.00%78 -193-71.2% -$1.43万 减仓
GNTX GENTEX CORP $5,7620.00%228 00.0% — 不变
NU NU HOLDINGS LTD USD0.000006666666 CLASS A $5,7580.00%431 -170-28.3% -$2,271 减仓
AMG AFFILIATED MANAGERS GROUP INC COM $5,7530.00%17 00.0% — 不变
RRX REGAL REXNORD CORP COM STK USD0.01 $5,7170.00%24 -1-4.0% -$238 减仓
STC STEWART INFORMATION SERVICES CORP $5,6780.00%86 -7-7.5% -$462 减仓
PLUG PLUG POWER INC $5,6400.00%2,081 1,493253.9% $4,046 加仓
ANAB ANAPTYSBIO INC COM $5,6030.00%83 -7-7.8% -$473 减仓
ABCB AMERIS BANCORP $5,5960.00%62 00.0% — 不变
SWX SOUTHWEST GAS HLDGS INC COM $5,5870.00%63 55687.5% $4,878 加仓
PEBO PEOPLES BANCORP INC $5,5310.00%144 1915.2% $730 加仓
UNFI UNITED NATURAL FOODS COM USD0.01 $5,5260.00%121 10.8% $46 加仓
GPK GRAPHIC PACKAGING HOLDING CO $5,5180.00%522 -278-34.8% -$2,939 减仓
KRC KILROY REALTY CORP $5,5080.00%147 130764.7% $4,871 加仓
SSB SOUTHSTATE BK CORP COM $5,4950.00%55 714.6% $699 加仓
INN SUMMIT HOTEL PPTYS INC COM $5,4820.00%782 12719.4% $890 加仓
EXLS EXLSERVICE HOLDINGS INC $5,4560.00%211 -264-55.6% -$6,826 减仓
AAP ADVANCE AUTO PARTS INC $5,4130.00%87 22.4% $124 加仓
IREN IREN LIMITED COM NPV $5,3960.00%118 -169-58.9% -$7,728 减仓
COHU COHU INC $5,3950.00%73 1628.1% $1,182 加仓
AXSM AXSOME THERAPEUTICS INC COM $5,3850.00%22 00.0% — 不变
VVV VALVOLINE INC COM $5,3770.00%136 00.0% — 不变
ZGN ERMENEGILDO ZEGNA NV ORD SHS USD0.0001 $5,3770.00%413 358650.9% $4,661 加仓
LWLG LIGHTWAVE LOGIC INC COM $5,3730.00%568 00.0% — 不变
VNT VONTIER CORPORATION COM $5,3650.00%185 -173-48.3% -$5,017 减仓
LXFR LUXFER HOLDINGS PLC ORD GBP0.50 $5,2860.00%293 51.7% $90 加仓
PINS PINTEREST INC CL A $5,2790.00%251 -56-18.2% -$1,178 减仓
CBT CABOT CORP $5,2680.00%58 00.0% — 不变
AIP ARTERIS INC COM $5,2480.00%108 1313.7% $632 加仓
GNK GENCO SHIPPING &TRADING LIMITED COM USD0.01 $5,2290.00%211 21.0% $50 加仓
BBWI BATH &BODY WORKS INC COMMON STOCK $5,2270.00%226 00.0% — 不变
MMSI MERIT MEDICAL SYSTEMS INC $5,2010.00%75 722,400.0% $4,993 加仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $5,1760.00%62 -18-22.5% -$1,503 减仓
XRAY DENTSPLY SIRONA INC COM $5,0720.00%478 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC COM $5,0610.00%659 243.8% $184 加仓
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC $5,0320.00%71 -157-68.9% -$1.11万 减仓
HALO HALOZYME THERAPEUTICS INC $5,0090.00%64 2148.8% $1,644 加仓
BBIO BRIDGEBIO PHARMA INC COM $4,9900.00%67 00.0% — 不变
SXC SUNCOKE ENERGY INC COM USD0.01 $4,9590.00%616 19144.9% $1,538 加仓
BGC BGC GROUP INC CL A $4,9280.00%461 13441.0% $1,432 加仓
WRLD WORLD ACCEP CORPORATION COM $4,9240.00%22 315.8% $671 加仓
STNG SCORPIO TANKERS INC COM USD0.01 (POST REV SPLIT) $4,9170.00%71 00.0% — 不变
KNSA KINIKSA PHARMACEUTICALS INTERNATION USD0.000273235 CLASS $4,8600.00%76 -6-7.3% -$384 减仓
POST POST HLDGS INC COM $4,8540.00%55 -5-8.3% -$441 减仓
PMT PENNYMAC MORTGAGE INVESTMENT TRUST $4,8500.00%430 00.0% — 不变
ADT ADT INC DEL COM $4,8430.00%745 19535.5% $1,268 加仓
JBTM JBT MAREL CORPORATION $4,7850.00%33 00.0% — 不变
FICO FAIR ISAAC CORP $4,7790.00%4 -18-81.8% -$2.15万 减仓
NGVT INGEVITY CORP COM $4,7790.00%64 2460.0% $1,792 加仓
FIG FIGMA INC CLASS A COM STK $4,7760.00%264 198300.0% $3,582 加仓
EMN EASTMAN CHEM CO COM $4,7560.00%71 00.0% — 不变
HCI HCI GROUP INC $4,7320.00%27 842.1% $1,402 加仓
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 $4,7050.00%18 -23-56.1% -$6,012 减仓
HG HAMILTON INSURANCE GROUP LTD. COM USD0.01 CL B $4,6840.00%138 00.0% — 不变
APLE APPLE HOSPITALITY REIT INC COM NEW $4,6230.00%275 7235.5% $1,210 加仓
GTX GARRETT MOTION INC COM USD0.001 $4,6010.00%127 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $4,5740.00%121 00.0% — 不变
ONON ON HLDNG AG CHF0.1 CLASS A $4,5690.00%129 76143.4% $2,692 加仓
CC CHEMOURS CO COM $4,5550.00%222 20.9% $41 加仓
NBR NABORS INDUSTRIES LTD COM USD0.05(POST REV SPLIT) $4,5370.00%54 35.9% $252 加仓