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
LOGI LOGITECH INTERNATIONAL SA $27.86万0.06%3,057 -6-0.2% -$547 减仓
ROL ROLLINS INC $27.85万0.06%5,215 681.3% $3,632 加仓
E ENI ADR $27.80万0.06%4,911 00.0% — 不变
ACN ACCENTURE PLC $27.74万0.06%1,399 594.4% $1.17万 加仓
ESGD ISHARES TR ESG AW MSCI EAFE $26.90万0.06%2,813 30011.9% $2.87万 加仓
PKX POSCO HOLDINGS INC ADR EACH REP 1/4 ORD KRW5000 (BNY) $26.87万0.06%4,594 3,754446.9% $21.96万 加仓
BURL BURLINGTON STORES INC $26.55万0.05%816 7910.7% $2.57万 加仓
ADBE ADOBE INC COM $26.01万0.05%1,070 70.7% $1,702 加仓
SBSW SIBANYE STILLWATER LTD SPON ADR EACH REP 4 ORD SHS $25.94万0.05%21,058 5772.8% $7,109 加仓
NOC NORTHROP GRUMMAN CORP COM USD1 $25.58万0.05%375 41.1% $2,729 加仓
NET CLOUDFLARE INC CL A COM $25.42万0.05%1,232 -2-0.2% -$413 减仓
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 $25.35万0.05%1,863 372.0% $5,035 加仓
NRG NRG ENERGY INC $25.34万0.05%1,734 00.0% — 不变
CNQ CANADIAN NATURAL RESOURCES LTD ISIN #CA1363851017 SEDOL #2171573 $25.27万0.05%5,186 -578-10.0% -$2.82万 减仓
NUE NUCOR CORP COM USD0.40 $25.13万0.05%1,486 00.0% — 不变
EBAY EBAY INC. COM $25.07万0.05%2,754 00.0% — 不变
AZO AUTOZONE INC COM USD0.01 $25.00万0.05%74 -4-5.1% -$1.35万 减仓
— ELECTRONIC ARTS INC $24.77万0.05%1,215 00.0% — 不变
CI THE CIGNA GROUP COM $24.54万0.05%920 596.9% $1.57万 加仓
VZ VERIZON COMMUNICATIONS INC $24.15万0.05%4,810 -335-6.5% -$1.68万 减仓
TRV TRAVELERS COMPANIES INC COM STK NPV $23.94万0.05%821 273.4% $7,874 加仓
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS $23.90万0.05%1,905 -491-20.5% -$6.16万 减仓
BSX BOSTON SCIENTIFIC CORP $23.47万0.05%3,740 1,17045.5% $7.34万 加仓
BLK BLACKROCK INC COM $23.44万0.05%244 177.5% $1.63万 加仓
TS TENARIS S.A. SPONS ADS EACH REP 2 ORD SHS $23.41万0.05%4,024 -22-0.5% -$1,280 减仓
SPG SIMON PROPERTY GROUP INC $23.05万0.05%1,236 30.2% $559 加仓
FIX COMFORT SYSTEMS USA INC $23.03万0.05%167 3728.5% $5.10万 加仓
IHG INTERCONTINENTAL HOTELS GROUP SPON ADS EACH REPR 1 ORD SHS $23.01万0.05%1,724 00.0% — 不变
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD $22.93万0.05%4,597 00.0% — 不变
ROST ROSS STORES INC $22.87万0.05%1,056 606.0% $1.30万 加仓
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A $22.80万0.05%697 00.0% — 不变
CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 $22.68万0.05%2,089 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. COM $22.59万0.05%3,496 00.0% — 不变
ETN EATON CORPORATION PLC $22.27万0.05%623 -2-0.3% -$715 减仓
IUSG ISHARES CORE S&P US GROWTH ETF $22.22万0.05%1,432 1,432— $22.22万 新建仓
DASH DOORDASH INC CL A $22.12万0.05%1,473 00.0% — 不变
SRE SEMPRA COM $21.99万0.05%2,263 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES ISIN #IE00BKVD2N49 $21.90万0.05%559 5510.9% $2.15万 加仓
VNQI VANGUARD GLOBAL EX-US REAL ESTATE INDEX FD ETF $21.89万0.05%4,924 00.0% — 不变
MET METLIFE INC COM USD0.01 $21.82万0.05%3,085 -15-0.5% -$1,061 减仓
CMCSA COMCAST CORP $21.80万0.05%7,592 -1,069-12.3% -$3.07万 减仓
FTNT FORTINET INC COM USD0.001 $21.72万0.04%2,658 1957.9% $1.59万 加仓
BNY BANK OF NEW YORK MELLON CORP COM USD0.01 $21.53万0.04%1,815 -71-3.8% -$8,422 减仓
WMB WILLIAMS COS INC COM $21.38万0.04%2,938 00.0% — 不变
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 $21.34万0.04%6,195 00.0% — 不变
FCX FREEPORT-MCMORAN INC COM USD0.10 $21.18万0.04%3,603 2176.4% $1.28万 加仓
SNDK SANDISK CORP COM $21.16万0.04%333 247.8% $1.52万 加仓
VRSK VERISK ANALYTICS INC COM $20.78万0.04%1,095 30.3% $569 加仓
BN BROOKFIELD CORPORATION CLASS A LTD VOTING SHS ISIN #CA11271J1075 SEDOL #BPCPYT4 $20.66万0.04%5,106 00.0% — 不变
CL COLGATE-PALMOLIVE CO COM $20.63万0.04%2,420 -427-15.0% -$3.64万 减仓
CVS CVS HEALTH CORPORATION COM USD0.01 $20.59万0.04%2,867 -104-3.5% -$7,470 减仓
SYK STRYKER CORPORATION COM $20.54万0.04%625 152.5% $4,929 加仓
CMI CUMMINS INC $20.39万0.04%379 257.1% $1.35万 加仓
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC $20.38万0.04%1,423 171.2% $2,435 加仓
ADI ANALOG DEVICES INC COM $20.36万0.04%640 101.6% $3,181 加仓
BILI BILIBILI INC SPON ADS REP 1 ORD CL Z $20.32万0.04%9,008 00.0% — 不变
VB VANGUARD SMALL-CAP INDEX FUND $20.25万0.04%773 00.0% — 不变
SHW SHERWIN-WILLIAMS CO $20.23万0.04%631 -4-0.6% -$1,282 减仓
MT ARCELORMITTAL NY REGISTRY SHS NEW(POST REV SPLIT) $20.23万0.04%3,891 00.0% — 不变
DLR DIGITAL REALTY TRUST INC $20.13万0.04%1,117 -3-0.3% -$541 减仓
CRH CRH ORD EUR 0.32 (DI) $19.97万0.04%1,900 -46-2.4% -$4,836 减仓
XEL XCEL ENERGY INC COM USD2.5 $19.94万0.04%2,510 -76-2.9% -$6,037 减仓
COR CENCORA INC COM $19.92万0.04%634 00.0% — 不变
ELV ELEVANCE HEALTH INC COM $19.85万0.04%678 -19-2.7% -$5,562 减仓
DB DEUTSCHE BANK AG $19.70万0.04%6,615 -32-0.5% -$953 减仓
AEG AEGON LIMITED AMER REGD CERT(1 SH EUR0.12) $19.66万0.04%27,082 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GRP INC COM $19.60万0.04%2,421 00.0% — 不变
KR KROGER CO COM USD1.00 $19.40万0.04%2,680 89550.1% $6.48万 加仓
TRGP TARGA RESOURCES CORP $19.33万0.04%771 -190-19.8% -$4.76万 减仓
ADM ARCHER-DANIELS-MIDLA ND CO $19.14万0.04%2,633 00.0% — 不变
DIS DISNEY WALT CO COM $19.13万0.04%1,985 -24-1.2% -$2,313 减仓
CARR CARRIER GLOBAL CORPORATION COM $19.06万0.04%3,384 90.3% $507 加仓
IMO IMPERIAL OIL COM NPV ISIN #CA4530384086 SEDOL #2454241 $18.76万0.04%1,434 -8-0.6% -$1,047 减仓
WM WASTE MANAGEMENT INC $18.64万0.04%811 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC COMMON STOCK $18.49万0.04%2,840 2,840— $18.49万 新建仓
MDLZ MONDELEZ INTL INC COM NPV $18.32万0.04%3,179 00.0% — 不变
PDD PDD HOLDINGS INC AMERICAN DEPOSITARY SHARES $18.24万0.04%1,785 -19-1.1% -$1,941 减仓
CTVA CORTEVA INC COM $18.22万0.04%2,176 70.3% $586 加仓
CIB GRUPO CIBEST SA SPON ADS EACH REP 4 PRF SHS $18.20万0.04%2,499 00.0% — 不变
DVN DEVON ENERGY CORP NEW $18.05万0.04%3,587 -3-0.1% -$151 减仓
FITB FIFTH THIRD BANCORP $17.98万0.04%3,869 2015.5% $9,338 加仓
FR FIRST INDL RLTY TR INC COM $17.85万0.04%3,086 00.0% — 不变
SNY SANOFI ADR REP 1 1/2 ORD $17.80万0.04%3,694 00.0% — 不变
D DOMINION ENERGY INC COM $17.71万0.04%2,864 -100-3.4% -$6,182 减仓
MNST MONSTER BEVERAGE CORP NEW COM $17.52万0.04%2,418 190.8% $1,377 加仓
OKE ONEOK INC COM USD0.01 $17.36万0.04%1,921 532.8% $4,791 加仓
ICLN ISHARES TR GL CLEAN ENE ETF $17.12万0.04%9,361 00.0% — 不变
OXY OCCIDENTAL PETE CORP COM $16.81万0.03%2,586 00.0% — 不变
— HONEYWELL INTERNATIONAL INC COM USD1 $16.77万0.03%742 00.0% — 不变
CBRE CBRE GROUP INC COM USD0.01 CLASS A $16.59万0.03%1,225 -108-8.1% -$1.46万 减仓
DHI DR HORTON INC COM STK USD0.01 $16.49万0.03%1,202 28731.4% $3.94万 加仓
LMT LOCKHEED MARTIN CORP COM USD1.00 $16.38万0.03%271 249.7% $1.45万 加仓
SSL SASOL LTD SPON ADR(EACH CNV TO 1 ORD) $16.33万0.03%12,601 9,796349.2% $12.70万 加仓
MELI MERCADOLIBRE INC COM USD0.001 $16.25万0.03%94 -4-4.1% -$6,916 减仓
KMB KIMBERLY-CLARK CORP COM $16.09万0.03%1,668 -15-0.9% -$1,447 减仓
AKAM AKAMAI TECHNOLOGIES COM USD0.01 $16.09万0.03%1,401 302.2% $3,446 加仓
DFUS DIMENSIONAL ETF TRUST US EQUITY ETF $15.92万0.03%2,245 00.0% — 不变
VTR VENTAS INC $15.89万0.03%1,943 00.0% — 不变
FDX FEDEX CORP COM USD0.10 $15.84万0.03%445 4611.5% $1.64万 加仓
ES EVERSOURCE ENERGY $15.76万0.03%2,275 904.1% $6,234 加仓