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 |
|---|---|---|---|---|---|---|---|---|
| TTAN | SERVICETITAN INC SHS CL A | $4,525 | 0.00% | 64 | -32 | -33.3% | -$2,262 | 减仓 |
| — | TELIX PHARMACEUTIC SPON ADS EACH REP 1 ORD SHS | $4,497 | 0.00% | 390 | 114 | 41.3% | $1,315 | 加仓 |
| — | NUVALENT INC COM | $4,446 | 0.00% | 36 | -3 | -7.7% | -$370 | 减仓 |
| BXP | BXP INC COM | $4,443 | 0.00% | 67 | 58 | 644.4% | $3,846 | 加仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $4,437 | 0.00% | 255 | 42 | 19.7% | $731 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $4,396 | 0.00% | 51 | -56 | -52.3% | -$4,827 | 减仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $4,387 | 0.00% | 278 | 75 | 36.9% | $1,184 | 加仓 |
| BLBD | BLUE BIRD CORP COM | $4,343 | 0.00% | 55 | 4 | 7.8% | $316 | 加仓 |
| GME | GAMESTOP CORPORATION COM USD0.001 CLASS A | $4,328 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $4,307 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $4,285 | 0.00% | 445 | 145 | 48.3% | $1,396 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM NPV ISIN #CA32076V1031 SEDOL #2833583 | $4,274 | 0.00% | 252 | 208 | 472.7% | $3,528 | 加仓 |
| IPX | IPERIONX LTD SPON ADS EACH REP 10 ORD SHS | $4,192 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORP COM USD0.01 | $4,178 | 0.00% | 491 | 62 | 14.5% | $528 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG COM CHF0.03 | $4,091 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $4,058 | 0.00% | 21 | -8 | -27.6% | -$1,546 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $4,036 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC CO | $4,008 | 0.00% | 73 | -76 | -51.0% | -$4,173 | 减仓 |
| MGEE | MGE ENERGY INC | $3,995 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INSURANCE GROUP INC | $3,968 | 0.00% | 53 | 15 | 39.5% | $1,123 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $3,922 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC COM SHS | $3,921 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| SGHC | SUPER GROUP SGHC LTD ORD SHARES USD0.0001 | $3,916 | 0.00% | 289 | 4 | 1.4% | $54 | 加仓 |
| TEX | TEREX CORP | $3,909 | 0.00% | 54 | 23 | 74.2% | $1,665 | 加仓 |
| STZ | CONSTELLATION BRANDS INC COM USD0.01 CLASS A | $3,895 | 0.00% | 28 | -146 | -83.9% | -$2.03万 | 减仓 |
| SEIC | SEI INVTS CO COM | $3,859 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP | $3,854 | 0.00% | 58 | 17 | 41.5% | $1,130 | 加仓 |
| BRC | BRADY CORP | $3,846 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE EUR0.01 | $3,842 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEPTANCE CORP | $3,820 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC COM | $3,807 | 0.00% | 128 | 44 | 52.4% | $1,309 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $3,793 | 0.00% | 285 | 136 | 91.3% | $1,810 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $3,792 | 0.00% | 114 | -98 | -46.2% | -$3,260 | 减仓 |
| BPOP | POPULAR INC | $3,776 | 0.00% | 23 | -48 | -67.6% | -$7,880 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A | $3,763 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC COM | $3,678 | 0.00% | 48 | -8 | -14.3% | -$613 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $3,640 | 0.00% | 77 | -142 | -64.8% | -$6,713 | 减仓 |
| ECPG | ENCORE CAPITAL GROUP INC | $3,638 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC CLASS A COM | $3,626 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $3,624 | 0.00% | 54 | 11 | 25.6% | $738 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES INC | $3,609 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| GCMG | GCM GROSVENOR INC COM CL A | $3,592 | 0.00% | 292 | -99 | -25.3% | -$1,218 | 减仓 |
| TMP | TOMPKINS FINL CORP COM | $3,592 | 0.00% | 38 | 4 | 11.8% | $378 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $3,584 | 0.00% | 146 | 46 | 46.0% | $1,129 | 加仓 |
| AOS | SMITH A O CORP COM | $3,575 | 0.00% | 57 | 9 | 18.8% | $564 | 加仓 |
| ABR | ARBOR REALTY TRUST INC COM | $3,534 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC COM | $3,517 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP | $3,512 | 0.00% | 68 | 12 | 21.4% | $620 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC. COM | $3,504 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE AND SOFFA INDUSTRIES INC | $3,478 | 0.00% | 26 | 15 | 136.4% | $2,007 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $3,444 | 0.00% | 24 | 10 | 71.4% | $1,435 | 加仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $3,430 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC. COM USD0.01 | $3,397 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| VNDA | VANDA PHARMACEUTICALS INC | $3,384 | 0.00% | 553 | -140 | -20.2% | -$857 | 减仓 |
| APTV | APTIV PLC ORD USD0.01 | $3,376 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA CO NV SHS ISIN #NL00150012L7 | $3,355 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC AMERICAN DEPOSITARY SHS EACH REP 5 ORD | $3,330 | 0.00% | 215 | -3,095 | -93.5% | -$4.79万 | 减仓 |
| AVAV | AEROVIRONMENT INC COM USD0.0001 | $3,301 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $3,280 | 0.00% | 412 | 19 | 4.8% | $151 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $3,277 | 0.00% | 90 | 20 | 28.6% | $728 | 加仓 |
| HSIC | HENRY SCHEIN INC COM | $3,257 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM USD0.01 | $3,241 | 0.00% | 24 | -35 | -59.3% | -$4,726 | 减仓 |
| POOL | POOL CORP COM | $3,224 | 0.00% | 15 | -2 | -11.8% | -$430 | 减仓 |
| GOGO | GOGO INC | $3,212 | 0.00% | 1,036 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $3,209 | 0.00% | 47 | 23 | 95.8% | $1,570 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $3,203 | 0.00% | 263 | 59 | 28.9% | $719 | 加仓 |
| — | WEYCO GROUP INC | $3,186 | 0.00% | 81 | 1 | 1.2% | $39 | 加仓 |
| CART | MAPLEBEAR INC COM | $3,172 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FISI | FINANCIAL INSTITUTIONS INC | $3,118 | 0.00% | 80 | 11 | 15.9% | $429 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $3,098 | 0.00% | 30 | -15 | -33.3% | -$1,549 | 减仓 |
| NG | NOVAGOLD RES INC COM NEW ISIN #CA66987E2069 SEDOL #2135450 | $3,086 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $3,085 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCB | METROPOLITAN BK HLDG CORP COM | $3,062 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $3,045 | 0.00% | 24 | 6 | 33.3% | $761 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $3,027 | 0.00% | 23 | 3 | 15.0% | $395 | 加仓 |
| CRSR | CORSAIR GAMING INC COM | $3,027 | 0.00% | 313 | 34 | 12.2% | $329 | 加仓 |
| — | PLDT INC ADR EACH REP 1 ORD SHS | $3,013 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER COMPANY INC | $3,010 | 0.00% | 17 | -35 | -67.3% | -$6,197 | 减仓 |
| WSFS | WSFS FINANCIAL CORP | $2,992 | 0.00% | 39 | 11 | 39.3% | $844 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $2,981 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $2,948 | 0.00% | 96 | 50 | 108.7% | $1,535 | 加仓 |
| BWLP | BW LPG LIMITED USD0.01 | $2,946 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| PACK | RANPAK HOLDINGS CORP COM CL A | $2,931 | 0.00% | 401 | 82 | 25.7% | $599 | 加仓 |
| WLK | WESTLAKE CORPORATION COM USD0.01 | $2,920 | 0.00% | 40 | -5 | -11.1% | -$365 | 减仓 |
| CHCO | CITY HOLDING CO | $2,918 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2,907 | 0.00% | 26 | 18 | 225.0% | $2,013 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP COM STK USD0.01 | $2,904 | 0.00% | 32 | 4 | 14.3% | $363 | 加仓 |
| AVNT | AVIENT CORPORATION COM | $2,883 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL S.A. AMERICAN DEPOSITARY SHARES (EACH REPRESENTING TWO (2) | $2,882 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC COM USD0.001 | $2,857 | 0.00% | 195 | 20 | 11.4% | $293 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $2,835 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2,834 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC COM ISIN #CA05156V1022 SEDOL #BFWLBZ7 | $2,766 | 0.00% | 163 | 25 | 18.1% | $424 | 加仓 |
| LCII | LCI INDS COM | $2,753 | 0.00% | 26 | -18 | -40.9% | -$1,906 | 减仓 |
| PERI | PERION NETWORK LTD COM ILS0.03 | $2,748 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LIMITED COM USD0.01 | $2,713 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $2,709 | 0.00% | 25 | 17 | 212.5% | $1,842 | 加仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $2,692 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $2,691 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| UE | URBAN EDGE PROPERTIES | $2,677 | 0.00% | 117 | 0 | 0.0% | — | 不变 |