13F 机构持仓

Basecamp Wealth Advisors LLC

BELLEVUE WA · SEC CIK 0002115254

2026Q22026Q1 更早 9 个季度 🔒
$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
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 18.3%
VEU 13.2%
MSFT 3.6%
VT 3.4%
AAPL 3.1%
NVDA 3.0%
LLY 2.8%
VWO 2.4%
AMZN 1.6%
GOOGL 1.5%

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
RNA ATRIUM THERAPEUTICS INC COM $4,6660.00%349 349— $4,666 新建仓
MLTX MOONLAKE IMMUNOTHERAPEUTICS ORD USD0.0001 CLASS A $4,6600.00%250 -22-8.1% -$410 减仓
FTDR FRONTDOOR INC COM $4,6520.00%88 -14-13.7% -$740 减仓
STRA STRATEGIC ED INC COM $4,6460.00%56 2055.6% $1,659 加仓
NG NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #2135450 $4,6430.00%517 435530.5% $3,907 加仓
VVV VALVOLINE INC COM $4,5800.00%136 00.0% — 不变
HUT HUT 8 CORP COM ISIN #US44812J1043 SEDOL #BQQ8805 $4,5500.00%97 54125.6% $2,533 加仓
GME GAMESTOP CORPORATION COM USD0.001 CLASS A $4,5160.00%196 -12-5.8% -$276 减仓
PRGS PROGRESS SOFTWARE CORP $4,5140.00%176 00.0% — 不变
AAP ADVANCE AUTO PARTS INC $4,4840.00%85 -2-2.3% -$106 减仓
CCC CCC INTELLIGENT SOLUTIONS HLD COM $4,4760.00%746 399115.0% $2,394 加仓
SSB SOUTHSTATE BK CORP COM $4,4410.00%48 00.0% — 不变
UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM $4,4300.00%804 00.0% — 不变
SOUN SOUNDHOUND AI INC CLASS A COM $4,4170.00%643 -16-2.4% -$110 减仓
LUMN LUMEN TECHNOLOGIES INC COM $4,4130.00%635 -24-3.6% -$167 减仓
NBR NABORS INDUSTRIES LTD COM USD0.05(POST REV SPLIT) $4,3890.00%51 31155.0% $2,668 加仓
CBT CABOT CORP $4,3680.00%58 00.0% — 不变
RUSHA RUSH ENTERPRISES INC $4,3630.00%66 66— $4,363 新建仓
TEM TEMPUS AI INC CL A $4,3410.00%96 1011.6% $452 加仓
TCBI TEXAS CAP BANCSHARES INC COM $4,2700.00%45 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A $4,2510.00%222 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $4,2250.00%63 00.0% — 不变
JBTM JBT MAREL CORPORATION $4,2200.00%33 00.0% — 不变
BBWI BATH &BODY WORKS INC COMMON STOCK $4,2190.00%226 00.0% — 不变
GOGO GOGO INC $4,1650.00%1,036 -112-9.8% -$450 减仓
PCOR PROCORE TECHNOLOGIES INC COM $4,1610.00%73 -94-56.3% -$5,358 减仓
HG HAMILTON INSURANCE GROUP LTD. COM USD0.01 CL B $4,1170.00%138 138— $4,117 新建仓
PEBO PEOPLES BANCORP INC $4,1090.00%125 5373.6% $1,742 加仓
— LIBERTY BROADBAND CORP COM SER A $4,0680.00%81 -2-2.4% -$100 减仓
GPCR STRUCTURE THERAPEUTICS INC SPON ADS EACH REP 3 ORD $4,0490.00%84 84— $4,049 新建仓
— NUVALENT INC COM $3,9960.00%39 -21-35.0% -$2,152 减仓
LWLG LIGHTWAVE LOGIC INC COM $3,9930.00%568 00.0% — 不变
LNC LINCOLN NATIONAL CORP COM NPV $3,9760.00%112 00.0% — 不变
KNSA KINIKSA PHARMACEUTICALS INTERNATION USD0.000273235 CLASS $3,9480.00%82 33.8% $144 加仓
FHB FIRST HAWAIIAN INC COM $3,9420.00%160 -20-11.1% -$493 减仓
EOSE EOS ENERGY ENTERPRISES INC COM CL A $3,9280.00%792 792— $3,928 新建仓
GTLB GITLAB INC CLASS A COM $3,9170.00%181 1681,292.3% $3,636 加仓
AQN ALGONQUIN PWR UTILS CORP COM ISIN #CA0158571053 SEDOL #B51BMR7 $3,8930.00%634 00.0% — 不变
COMP COMPASS INC CL A $3,8740.00%530 11126.5% $811 加仓
GCMG GCM GROSVENOR INC COM CL A $3,8320.00%391 -138-26.1% -$1,352 减仓
APTV APTIV PLC ORD USD0.01 $3,8190.00%55 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER L CL A $3,7930.00%51 46920.0% $3,421 加仓
MGEE MGE ENERGY INC $3,7870.00%49 -258-84.0% -$1.99万 减仓
COGT COGENT BIOSCIENCES INC COM $3,7720.00%98 98— $3,772 新建仓
AXSM AXSOME THERAPEUTICS INC COM $3,7180.00%22 16266.7% $2,704 加仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $3,7090.00%80 3577.8% $1,623 加仓
IPX IPERIONX LTD SPON ADS EACH REP 10 ORD SHS $3,6720.00%141 00.0% — 不变
MP MP MATERIALS CORP COM CL A $3,6680.00%76 00.0% — 不变
WHR WHIRLPOOL CORP $3,6670.00%68 915.3% $485 加仓
AVAV AEROVIRONMENT INC COM USD0.0001 $3,6610.00%20 211.1% $366 加仓
CORZ CORE SCIENTIFIC INC NEW COM $3,6500.00%244 00.0% — 不变
MQ MARQETA INC CLASS A COM $3,6430.00%893 -354-28.4% -$1,444 减仓
FER FERROVIAL SE EUR0.01 $3,6430.00%56 00.0% — 不变
HP HELMERICH &PAYNE INC COM USD0.10 $3,6390.00%101 -165-62.0% -$5,945 减仓
PL PLANET LABS PBC COM CL A $3,6340.00%130 00.0% — 不变
ESNT ESSENT GROUP LTD COM USD0.015 $3,6230.00%62 56933.3% $3,272 加仓
— PLDT INC ADR EACH REP 1 ORD SHS $3,6190.00%172 00.0% — 不变
ADT ADT INC DEL COM $3,6140.00%550 550— $3,614 新建仓
CNXC CONCENTRIX CORP COM $3,6120.00%132 81158.8% $2,216 加仓
CIFR CIPHER DIGITAL INC. COMMON STOCK $3,6040.00%280 13390.5% $1,712 加仓
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $3,5890.00%46 -5-9.8% -$390 减仓
AEO AMERICAN EAGLE OUTFITTERS INC COM $3,5740.00%214 214— $3,574 新建仓
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 $3,5680.00%75 -68-47.6% -$3,235 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 $3,5670.00%38 411.8% $375 加仓
DT DYNATRACE INC COM NEW $3,5500.00%96 85772.7% $3,143 加仓
— NAVIENT CORP COM USD0.01 $3,5090.00%429 -204-32.2% -$1,669 减仓
LXFR LUXFER HOLDINGS PLC ORD GBP0.50 $3,5080.00%288 3513.8% $426 加仓
ELS EQUITY LIFESTYLE PROPERTIES INC $3,4960.00%56 00.0% — 不变
CE CELANESE CORP DEL COM $3,4860.00%53 -15-22.1% -$987 减仓
VIV TELEFONICA BRASIL S.A. AMERICAN DEPOSITARY SHARES (EACH REPRESENTING TWO (2) $3,4840.00%219 219— $3,484 新建仓
SEIC SEI INVTS CO COM $3,4530.00%44 -6-12.0% -$471 减仓
POOL POOL CORP COM $3,4400.00%17 -23-57.5% -$4,654 减仓
YELP YELP INC $3,4390.00%139 139— $3,439 新建仓
BRC BRADY CORP $3,4120.00%42 00.0% — 不变
GNW GENWORTH FINL INC COM SHS $3,3620.00%414 4044,040.0% $3,281 加仓
WK WORKIVA INC COM CL A $3,3390.00%56 -5-8.2% -$298 减仓
FSV FIRSTSERVICE CORP COM NPV ISIN #CA33767E2024 SEDOL #BJMKSJ5 $3,3350.00%24 -55-69.6% -$7,643 减仓
WULF TERAWULF INC COM $3,2610.00%226 122117.3% $1,760 加仓
WYNN WYNN RESORTS LTD $3,2500.00%32 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $3,2420.00%72 72— $3,242 新建仓
HOMB HOME BANCSHARES INC. COM USD0.01 $3,2050.00%119 -83-41.1% -$2,235 减仓
RXO RXO INC COMMON STOCK $3,2020.00%219 00.0% — 不变
BGC BGC GROUP INC CL A $3,1980.00%327 -80-19.7% -$782 减仓
ADTN ADTRAN HOLDINGS INC COM $3,1830.00%253 253— $3,183 新建仓
GHC GRAHAM HLDGS CO COM CL B $3,1720.00%3 00.0% — 不变
NAMS NEWAMSTERDAM PHARMA CO NV SHS ISIN #NL00150012L7 $3,1690.00%99 00.0% — 不变
AOS SMITH A O CORP COM $3,1650.00%48 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC $3,1580.00%49 -45-47.9% -$2,900 减仓
OI O-I GLASS INC COM $3,1530.00%300 00.0% — 不变
UFPI UFP INDUSTRIES INC COM $3,1320.00%34 00.0% — 不变
— DIGITALBRIDGE GROUP INC CL A NEW $3,1300.00%203 -66-24.5% -$1,018 减仓
TG TREDEGAR CORP $3,1240.00%393 308.3% $238 加仓
FORM FORMFACTOR INC $3,1040.00%32 32— $3,104 新建仓
SGHC SUPER GROUP SGHC LTD ORD SHARES USD0.0001 $3,0780.00%285 00.0% — 不变
DIOD DIODES INC $3,0720.00%45 32246.2% $2,185 加仓
TROX TRONOX HOLDINGS PLC COM USD0.01 $3,0290.00%310 -106-25.5% -$1,036 减仓
HOOD ROBINHOOD MKTS INC COM CL A $3,0150.00%44 -348-88.8% -$2.38万 减仓
PARR PAR PAC HOLDINGS INC COM NEW $3,0070.00%48 32200.0% $2,005 加仓
RLAY RELAY THERAPEUTICS INC COM $2,9850.00%300 93.1% $90 加仓
VECO VEECO INSTRUMENTS INC $2,9800.00%88 -46-34.3% -$1,558 减仓