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
CPNG COUPANG INC CL A $2,9640.00%157 1510.6% $283 加仓
GLOB GLOBANT SA USD1.20 $2,9510.00%64 57814.3% $2,628 加仓
FELE FRANKLIN ELECTRIC CO INC $2,9490.00%32 00.0% — 不变
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW $2,9470.00%149 133831.2% $2,631 加仓
HCI HCI GROUP INC $2,9380.00%19 19— $2,938 新建仓
BWLP BW LPG LIMITED USD0.01 $2,9360.00%169 00.0% — 不变
CMCO COLUMBUS MCKINNON CORP $2,9350.00%202 109117.2% $1,584 加仓
WEX WEX INC $2,9080.00%19 15.6% $153 加仓
BLBD BLUE BIRD CORP COM $2,8960.00%51 505,000.0% $2,839 加仓
INN SUMMIT HOTEL PPTYS INC COM $2,8950.00%655 -28-4.1% -$124 减仓
FHI FEDERATED HERMES INC CL B $2,8920.00%51 -70-57.9% -$3,969 减仓
TEN TSAKOS ENERGY NAVIGATION COM USD5.00(POST REV SPLIT) $2,8810.00%73 00.0% — 不变
APG API GROUP CORP COM STK $2,8770.00%71 71— $2,877 新建仓
HSIC HENRY SCHEIN INC COM $2,8740.00%39 00.0% — 不变
PLAB PHOTRONICS INC $2,8690.00%71 71— $2,869 新建仓
— LUFAX HLDG LTD SPON ADS EACH REP 2 ORD SHS CL A (R/S) $2,8630.00%1,531 00.0% — 不变
NGVT INGEVITY CORP COM $2,8490.00%40 -75-65.2% -$5,342 减仓
WAY WAYSTAR HLDG CORP COM $2,8450.00%118 118— $2,845 新建仓
THC TENET HEALTHCARE CORP $2,8310.00%15 00.0% — 不变
AVNT AVIENT CORPORATION COM $2,8310.00%78 00.0% — 不变
PERI PERION NETWORK LTD COM ILS0.03 $2,8270.00%283 00.0% — 不变
DEC DIVERSIFIED ENERGY CO COMMON STOCK $2,8080.00%161 00.0% — 不变
LAUR LAUREATE EDUCATION INC COMMON STOCK $2,7870.00%80 48150.0% $1,672 加仓
HALO HALOZYME THERAPEUTICS INC $2,7790.00%43 -47-52.2% -$3,038 减仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $2,7690.00%463 -526-53.2% -$3,146 减仓
SXC SUNCOKE ENERGY INC COM USD0.01 $2,7670.00%425 00.0% — 不变
SAFT SAFETY INSURANCE GROUP INC $2,7600.00%38 1781.0% $1,235 加仓
DHT DHT HOLDINGS INC $2,7590.00%151 151— $2,759 新建仓
FET FORUM ENERGY TECHNOLOGIES INC COM $2,7570.00%47 47— $2,757 新建仓
VICR VICOR CORP $2,7370.00%17 17— $2,737 新建仓
ECPG ENCORE CAPITAL GROUP INC $2,7350.00%39 39— $2,735 新建仓
NFG NATIONAL FUEL GAS CO COM $2,7250.00%29 -23-44.2% -$2,161 减仓
— MESOBLAST LTD SHS $2,7220.00%177 00.0% — 不变
BKE BUCKLE INC COM $2,7190.00%54 54— $2,719 新建仓
TNL TRAVEL PLUS LEISURE CO COM $2,6980.00%39 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC ISIN #CA7751092007 SEDOL #2169051 $2,6920.00%70 00.0% — 不变
TMP TOMPKINS FINL CORP COM $2,6810.00%34 1470.0% $1,104 加仓
LPG DORIAN LPG LIMITED COM USD0.01 $2,6680.00%78 711,014.3% $2,429 加仓
AAMI ACADIAN ASSET MANAGEMENT INC. COM $2,6670.00%49 49— $2,667 新建仓
— TELIX PHARMACEUTIC SPON ADS EACH REP 1 ORD SHS $2,6410.00%276 00.0% — 不变
CHCO CITY HOLDING CO $2,6290.00%22 00.0% — 不变
EGP EASTGROUP PPTYS INC COM $2,5910.00%14 00.0% — 不变
MCB METROPOLITAN BK HLDG CORP COM $2,5820.00%31 303,000.0% $2,499 加仓
WRLD WORLD ACCEP CORPORATION COM $2,5660.00%19 19— $2,566 新建仓
— WEYCO GROUP INC $2,5640.00%80 00.0% — 不变
RGLD ROYAL GOLD INC COM ISIN #US7802871084 $2,5450.00%10 -6-37.5% -$1,527 减仓
CACC CREDIT ACCEPTANCE CORP $2,5410.00%6 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE C COM $2,5400.00%39 -29-42.6% -$1,889 减仓
CBU COMMUNITY FINANCIAL SYSTEM INC COM $2,5220.00%43 -43-50.0% -$2,522 减仓
CART MAPLEBEAR INC COM $2,5100.00%67 67— $2,510 新建仓
ACAD ACADIA PHARMACEUTICALS INC $2,4930.00%112 -95-45.9% -$2,115 减仓
BANR BANNER CORP $2,4880.00%41 41— $2,488 新建仓
CSTM CONSTELLIUM SE (FRANCE) EUR0.02 CLASS A $2,4830.00%101 101— $2,483 新建仓
VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF $2,4780.00%17 00.0% — 不变
ANF ABERCROMBIE &FITCH CO CL A COM USD0.01 $2,4670.00%27 1392.9% $1,188 加仓
GT GOODYEAR TIRE &RUBBER CO COM NPV $2,4400.00%368 00.0% — 不变
GLBE GLOBAL-E ONLINE LTD COM NPV $2,4370.00%79 33.9% $93 加仓
SITM SITIME CORP COM $2,4170.00%7 -3-30.0% -$1,036 减仓
SCHH SCHWAB STRATEGIC TR US REIT ETF $2,4070.00%112 00.0% — 不变
VST VISTRA CORP COM $2,4050.00%16 -31-66.0% -$4,660 减仓
UBSI UNITED BANKSHARES INC $2,4020.00%58 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP $2,3900.00%56 56— $2,390 新建仓
JJSF J & J SNACK FOODS CORP $2,3780.00%30 1050.0% $793 加仓
FCPT FOUR CORNERS PPTY TR INC COM $2,3650.00%100 00.0% — 不变
UE URBAN EDGE PROPERTIES $2,3380.00%117 00.0% — 不变
APLE APPLE HOSPITALITY REIT INC COM NEW $2,3370.00%203 -72-26.2% -$829 减仓
HY HYSTER-YALE, INC CLASS A COMMON STOCK $2,3080.00%71 00.0% — 不变
GTX GARRETT MOTION INC COM USD0.001 $2,3080.00%127 127— $2,308 新建仓
NVTS NAVITAS SEMICONDUCTOR CORP COM $2,2980.00%262 00.0% — 不变
ASIX ADVANSIX INC COM $2,2940.00%94 891,780.0% $2,172 加仓
VSAT VIASAT INC $2,2900.00%50 -24-32.4% -$1,099 减仓
OPEN OPENDOOR TECHNOLOGIES INC COM $2,2890.00%489 22685.9% $1,058 加仓
DMC FRESH DEL MONTE PRODUCE INC $2,2550.00%56 00.0% — 不变
EXTR EXTREME NETWORKS COM $2,2320.00%148 148— $2,232 新建仓
KBH KB HOME $2,2250.00%43 1030.3% $517 加仓
— LXP INDUSTRIAL TRUST COM $2,2200.00%48 00.0% — 不变
INSP INSPIRE MED SYS INC COM $2,2180.00%43 1030.3% $516 加仓
WMK WEIS MARKETS INC $2,1880.00%32 00.0% — 不变
FISI FINANCIAL INSTITUTIONS INC $2,1880.00%69 3391.7% $1,046 加仓
GIII G III APPAREL GROUP LTD COM $2,1880.00%79 79— $2,188 新建仓
HBM HUDBAY MINERALS INC ISIN #CA4436281022 SEDOL #B05BDX1 $2,1740.00%104 00.0% — 不变
GSBC GREAT SOUTHERN BANCORP INC $2,1460.00%34 00.0% — 不变
RARE ULTRAGENYX PHARMACEUTICAL INC $2,1370.00%102 85500.0% $1,781 加仓
IBP INSTALLED BUILDING PRODUCTS INC $2,1210.00%8 00.0% — 不变
QNST QUINSTREET INC COM USD0.001 $2,1020.00%175 175— $2,102 新建仓
IRWD IRONWOOD PHARMACEUTICALS INC $2,0920.00%596 596— $2,092 新建仓
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $2,0700.00%22 00.0% — 不变
TDS TELEPHONE AND DATA SYSTEMS INC $2,0630.00%49 -51-51.0% -$2,147 减仓
NXT NEXTPOWER INC. CLASS A COMMON STOCK $2,0490.00%17 9112.5% $1,085 加仓
AUPH AURINIA PHARMACEUTICALS INC COM ISIN #CA05156V1022 SEDOL #BFWLBZ7 $2,0450.00%138 138— $2,045 新建仓
CW CURTISS-WRIGHT CORP $2,0430.00%3 150.0% $681 加仓
BSY BENTLEY SYS INC COM CL B $2,0370.00%58 33132.0% $1,159 加仓
FLG FLAGSTAR BANK, NATIONAL ASSOCIATION COMMON STOCK $2,0150.00%153 -295-65.8% -$3,885 减仓
RTO RENTOKIL INITIAL SPON ADS EACH REP 5 ORD SHS $2,0150.00%64 00.0% — 不变
FTRE FORTREA HLDGS INC COMMON STOCK $2,0060.00%213 00.0% — 不变
ICHR ICHOR HOLDINGS SHS $2,0040.00%43 00.0% — 不变
NTB BANK NT BUTTERFIELD COM BMD0.01(POST REV SPLIT) $1,9940.00%38 38— $1,994 新建仓
WVE WAVE LIFE SCIENCES LTD COM NPV $1,9870.00%274 4017.1% $290 加仓
AHCO ADAPTHEALTH CORP COMMON STOCK $1,9870.00%167 167— $1,987 新建仓
PHR PHREESIA INC COM $1,9860.00%237 237— $1,986 新建仓