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
MATV MATIV HOLDINGS INC COM $8530.00%98 00.0% — 不变
— NET LEASE OFFICE PROPERTIES COM $8520.00%74 691,380.0% $794 加仓
HPK HIGHPEAK ENERGY INC COM $8490.00%123 97.9% $62 加仓
CCNE CNB FINANCIAL CORP $8400.00%29 29— $840 新建仓
SBSI SOUTHSIDE BANCSHARES INC $8390.00%27 27— $839 新建仓
COUR COURSERA INC COM $8320.00%143 143— $832 新建仓
SMBC SOUTHERN MISSOURI BANCORP INC $8310.00%13 13— $831 新建仓
NJR NEW JERSEY RES CORP COM $8240.00%15 00.0% — 不变
QDEL QUIDELORTHO CORP COM $8220.00%50 00.0% — 不变
LAW CS DISCO INC COM $8170.00%214 214— $817 新建仓
RCKT ROCKET PHARMACEUTICALS INC COM $8130.00%227 122116.2% $437 加仓
FOR FORESTAR GROUP INC COM $8070.00%33 33— $807 新建仓
KRNT KORNIT DIGITAL LTD ORD ILS0.01 $7920.00%54 00.0% — 不变
FAF FIRST AMERICAN FINANCIAL CORP $7840.00%13 -57-81.4% -$3,438 减仓
SMRT SMARTRENT INC COM CL A $7830.00%522 00.0% — 不变
— OLAPLEX HLDGS INC COM $7770.00%383 00.0% — 不变
ZUMZ ZUMIEZ INC $7760.00%35 35— $776 新建仓
BCYC BICYCLE THERAPEUTICS PLC SPON ADS EACH REP 1 ORD SHS $7750.00%167 00.0% — 不变
HLLY HOLLEY INC COM $7680.00%250 250— $768 新建仓
IMNM IMMUNOME INC COM $7650.00%35 -21-37.5% -$459 减仓
CRVL CORVEL CORP $7650.00%14 14— $765 新建仓
TGTX TG THERAPEUTICS INC $7640.00%23 -80-77.7% -$2,657 减仓
SFST SOUTHERN FIRST BANCSHARES COM $7630.00%14 14— $763 新建仓
THRY THRYV HLDGS INC COM NEW $7620.00%278 278— $762 新建仓
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW $7610.00%24 00.0% — 不变
TIPT TIPTREE INC COM $7610.00%45 45— $761 新建仓
PLTK PLAYTIKA HLDG CORP COM $7480.00%269 269— $748 新建仓
HCC WARRIOR MET COAL INC COM $7450.00%8 00.0% — 不变
BLMN BLOOMIN BRANDS INC COM USD0.01 $7400.00%137 137— $740 新建仓
AROW ARROW FINANCIAL CORP $7390.00%22 22— $739 新建仓
CRNC CERENCE INC COM $7380.00%117 117— $738 新建仓
WSO WATSCO INC $7280.00%2 00.0% — 不变
KLIC KULICKE AND SOFFA INDUSTRIES INC $7230.00%11 11— $723 新建仓
OFIX ORTHOFIX MED INC COM $7230.00%63 63— $723 新建仓
ARLO ARLO TECHNOLOGIES INC COM $7120.00%50 50— $712 新建仓
SHAK SHAKE SHACK INC CL A $7080.00%8 -14-63.6% -$1,239 减仓
ALEC ALECTOR INC COM $7070.00%329 00.0% — 不变
STRT STRATTEC SECURITY CORP $7050.00%9 9— $705 新建仓
KODK EASTMAN KODAK CO COM NEW $6970.00%77 77— $697 新建仓
SWX SOUTHWEST GAS HLDGS INC COM $6950.00%8 8— $695 新建仓
EQX EQUINOX GOLD CORP COM NPV(POST REV SPLIT) ISIN #CA29446Y5020 SEDOL #BKLNP13 $6940.00%48 00.0% — 不变
MSBI MIDLAND STATES BANCORP INC COM $6920.00%31 31— $692 新建仓
TLK TELKOM INDONESIA(PERSERO) TBK ADR EA REP 100 SER B IDR250 $6910.00%37 00.0% — 不变
TLS TELOS CORP MD COM $6910.00%165 165— $691 新建仓
CRGY CRESCENT ENERGY COMPANY CL A COM $6890.00%51 -179-77.8% -$2,418 减仓
COFS CHOICEONE FINL SVCS INC COM $6750.00%24 24— $675 新建仓
ACIC AMERICAN COASTAL INSURANCE CORPORATION COM $6750.00%60 60— $675 新建仓
— SPRINGVIEW HOLDING LTD ORD CL A 0.0008 (REV SPLT) $6690.00%273 00.0% — 不变
SMBK SMARTFINANCIAL INC COM NEW $6640.00%17 17— $664 新建仓
GRRR GORILLA TECHNOLOGY GROUP INC SHS NEW $6630.00%63 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NEW COM $6610.00%25 -25-50.0% -$661 减仓
KURA KURA ONCOLOGY INC COM $6590.00%81 81— $659 新建仓
AMCX AMC NETWORKS INC. CLASS A COMMON STOCK $6590.00%97 97— $659 新建仓
PFGC PERFORMANCE FOOD GROUP CO COM $6580.00%8 00.0% — 不变
ATRC ATRICURE INC $6560.00%23 23— $656 新建仓
— GOPRO INC. COM USD0.0001 CLASS A $6550.00%851 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $6550.00%9 00.0% — 不变
CTRN CITI TRENDS INC COM $6500.00%15 15— $650 新建仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $6410.00%7 00.0% — 不变
NEU NEWMARKET CORP $6410.00%1 1— $641 新建仓
— SIGA TECHNOLOGIES INC COM $6370.00%119 119— $637 新建仓
MOV MOVADO GROUP INC $6350.00%26 26— $635 新建仓
— GOSSAMER BIO INC COM $6280.00%1,912 1,912— $628 新建仓
AIRS AIRSCULPT TECHNOLOGIES INC COM $6250.00%221 00.0% — 不变
CASS CASS INFORMATION SYSTEMS INC $6160.00%14 14— $616 新建仓
ARDT ARDENT HEALTH INC $6160.00%72 72— $616 新建仓
— OPTIMIZERX CORP COM NEW $6150.00%98 98— $615 新建仓
R RYDER SYSTEM INC $6140.00%3 00.0% — 不变
BRZE BRAZE INC COM CL A $6140.00%26 26— $614 新建仓
— CADELER AS SPON EACH ADR REP 4 ORD SHS $6120.00%26 00.0% — 不变
OSPN ONESPAN INC COM $6110.00%58 58— $611 新建仓
USNA USANA HEALTH SCIENCES INC $6110.00%35 35— $611 新建仓
OPRT OPORTUN FINL CORP COM $6090.00%132 132— $609 新建仓
JOUT JOHNSON OUTDOORS INC $6050.00%13 13— $605 新建仓
IOT SAMSARA INC COM CL A $6020.00%19 -52-73.2% -$1,648 减仓
ALKS ALKERMES PLC SHS $6010.00%17 17— $601 新建仓
BFH BREAD FINANCIAL HOLDINGS INC COM $5990.00%8 00.0% — 不变
DYN DYNE THERAPEUTICS INC COM $5980.00%33 -9-21.4% -$163 减仓
AAOI APPLIED OPTOELECTRONICS INC $5920.00%7 7— $592 新建仓
LEN/B LENNAR CORP COM USD0.10 CLASS B $5890.00%7 00.0% — 不变
CENX CENTURY ALUMINUM CO $5870.00%10 -93-90.3% -$5,459 减仓
BOW BOWHEAD SPECIALTY HLDGS INC COM SHS $5830.00%26 26— $583 新建仓
SRI STONERIDGE INC $5800.00%120 00.0% — 不变
ZIP ZIPRECRUITER INC CL A $5780.00%314 314— $578 新建仓
AOSL ALPHA AND OMEGA SEMICONDUCTOR LTD $5760.00%26 736.8% $155 加仓
NATR NATURES SUNSHINE PRODS INC COM $5760.00%24 24— $576 新建仓
MCFT MASTERCRAFT BOAT HLDGS INC COM $5740.00%28 28— $574 新建仓
ZGN ERMENEGILDO ZEGNA NV ORD SHS USD0.0001 $5730.00%55 00.0% — 不变
KNF KNIFE RIVER CORP COMMON STOCK $5720.00%7 6600.0% $490 加仓
CHWY CHEWY INC CL A $5670.00%21 -85-80.2% -$2,295 减仓
— SIDUS SPACE INC CL A COM NEW $5660.00%244 244— $566 新建仓
KRNY KEARNY FINL CORP MD COM $5660.00%75 75— $566 新建仓
— ORION PROPERTIES INC. $5650.00%263 00.0% — 不变
BMRC BANK MARIN BANCORP COM $5640.00%22 22— $564 新建仓
LMND LEMONADE INC COM $5640.00%9 9— $564 新建仓
PRM PERIMETER SOLUTIONS INC COMMON STOCK $5620.00%23 421.1% $98 加仓
SLDP SOLID POWER INC CLASS A COM $5550.00%185 -271-59.4% -$813 减仓
— GCI LIBERTY INC COM SER A $5530.00%15 00.0% — 不变
CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A $5520.00%84 84— $552 新建仓
FVRR FIVERR INTERNATIONAL LTD COM NPV $5510.00%55 00.0% — 不变