13F 机构持仓

Basecamp Wealth Advisors LLC

BELLEVUE WA · SEC CIK 0002115254

2026Q22026Q1 更早 9 个季度 🔒
$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
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 18.7%
VEU 12.9%
VT 3.4%
LLY 3.2%
MSFT 3.2%
AAPL 3.2%
NVDA 3.1%
VWO 2.4%
GOOGL 1.7%
AMZN 1.6%

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
ADSK AUTODESK INC $29.36万0.05%1,510 -2-0.1% -$389 减仓
HUM HUMANA INC $29.20万0.05%735 415.9% $1.63万 加仓
ESGD ISHARES TR ESG AW MSCI EAFE $28.92万0.05%2,813 00.0% — 不变
LOGI LOGITECH INTERNATIONAL SA $28.75万0.05%3,057 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 $28.40万0.05%2,244 -4-0.2% -$506 减仓
APD AIR PRODUCTS AND CHEMICALS INC $28.20万0.05%962 00.0% — 不变
AEM AGNICO EAGLE MINES LTD COM ISIN #CA0084741085 SEDOL #2009823 $27.85万0.05%1,795 00.0% — 不变
SPG SIMON PROPERTY GROUP INC $27.63万0.05%1,236 00.0% — 不变
CRM SALESFORCE INC COM $27.62万0.05%1,763 -509-22.4% -$7.97万 减仓
DASH DOORDASH INC CL A $27.13万0.05%1,470 -3-0.2% -$554 减仓
TRV TRAVELERS COMPANIES INC COM STK NPV $27.10万0.05%821 00.0% — 不变
IUSG ISHARES CORE S&P US GROWTH ETF $26.94万0.05%1,432 00.0% — 不变
ETN EATON CORPORATION PLC $26.42万0.05%620 -3-0.5% -$1,278 减仓
MET METLIFE INC COM USD0.01 $26.34万0.05%3,113 280.9% $2,369 加仓
ELV ELEVANCE HEALTH INC COM $26.26万0.05%679 10.1% $387 加仓
ADI ANALOG DEVICES INC COM $26.09万0.05%657 172.7% $6,752 加仓
CI THE CIGNA GROUP COM $26.00万0.05%943 232.5% $6,341 加仓
BURL BURLINGTON STORES INC $25.76万0.05%813 -3-0.4% -$950 减仓
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A $25.70万0.05%693 -4-0.6% -$1,483 减仓
BNY BANK OF NEW YORK MELLON CORP COM USD0.01 $25.55万0.05%1,767 -48-2.6% -$6,941 减仓
CMI CUMMINS INC $25.53万0.05%358 -21-5.5% -$1.50万 减仓
NRG NRG ENERGY INC $25.33万0.05%1,734 00.0% — 不变
— ELECTRONIC ARTS INC $25.18万0.05%1,228 131.1% $2,666 加仓
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 $25.10万0.05%6,195 00.0% — 不变
TRGP TARGA RESOURCES CORP $25.04万0.05%934 16321.1% $4.37万 加仓
CARR CARRIER GLOBAL CORPORATION COM $24.82万0.05%3,384 00.0% — 不变
DVN DEVON ENERGY CORP NEW $24.58万0.05%5,948 2,36165.8% $9.76万 加仓
NOW SERVICENOW INC COM USD0.001 $24.43万0.05%2,461 -448-15.4% -$4.45万 减仓
BP BP PLC SPONSORED ADR $24.41万0.05%6,605 00.0% — 不变
FCX FREEPORT-MCMORAN INC COM USD0.10 $24.37万0.05%3,875 2727.5% $1.71万 加仓
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 $23.87万0.04%1,814 -49-2.6% -$6,447 减仓
CL COLGATE-PALMOLIVE CO COM $23.77万0.04%2,593 1737.1% $1.59万 加仓
AZO AUTOZONE INC COM USD0.01 $23.65万0.04%74 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE CO COM $23.57万0.04%5,226 52011.0% $2.35万 加仓
MRSH MARSH COMMON STOCK $23.55万0.04%1,413 -230-14.0% -$3.83万 减仓
MT ARCELORMITTAL NY REGISTRY SHS NEW(POST REV SPLIT) $23.43万0.04%3,891 00.0% — 不变
BLK BLACKROCK INC COM $23.37万0.04%243 -1-0.4% -$962 减仓
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD $23.25万0.04%4,597 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW COM $23.24万0.04%2,418 00.0% — 不变
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC $23.19万0.04%1,423 00.0% — 不变
E ENI ADR $23.01万0.04%4,911 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $22.90万0.04%6,878 -2,282-24.9% -$7.60万 减仓
AEG AEGON LIMITED AMER REGD CERT(1 SH EUR0.12) $22.86万0.04%27,082 00.0% — 不变
ROST ROSS STORES INC $22.47万0.04%1,056 00.0% — 不变
T AT&T INC COM USD1 $22.46万0.04%10,852 -89-0.8% -$1,842 减仓
EQNR EQUINOR ASA SPON ADR EACH REP 1 ORD SHS $22.45万0.04%7,149 00.0% — 不变
DB DEUTSCHE BANK AG $22.33万0.04%6,615 00.0% — 不变
TS TENARIS S.A. SPONS ADS EACH REP 2 ORD SHS $22.33万0.04%4,024 00.0% — 不变
WMB WILLIAMS COS INC COM $21.84万0.04%2,938 00.0% — 不变
FITB FIFTH THIRD BANCORP $21.81万0.04%3,869 00.0% — 不变
BN BROOKFIELD CORPORATION CLASS A LTD VOTING SHS ISIN #CA11271J1075 SEDOL #BPCPYT4 $21.75万0.04%5,106 00.0% — 不变
ROL ROLLINS INC $21.48万0.04%5,147 -68-1.3% -$2,838 减仓
SUNB SUNBELT RENTALS HOLDINGS INC COMMON STOCK $21.25万0.04%2,840 00.0% — 不变
CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 $21.17万0.04%2,078 -11-0.5% -$1,120 减仓
SRE SEMPRA COM $21.03万0.04%2,268 50.2% $464 加仓
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV $20.89万0.04%15,732 00.0% — 不变
CRH CRH ORD EUR 0.32 (DI) $20.88万0.04%1,951 512.7% $5,457 加仓
SHW SHERWIN-WILLIAMS CO $20.69万0.04%601 -30-4.8% -$1.03万 减仓
CNQ CANADIAN NATURAL RESOURCES LTD ISIN #CA1363851017 SEDOL #2171573 $20.48万0.04%5,186 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GRP INC COM $20.45万0.04%2,520 994.1% $8,035 加仓
VZ VERIZON COMMUNICATIONS INC $20.38万0.04%4,813 30.1% $127 加仓
XEL XCEL ENERGY INC COM USD2.5 $20.16万0.04%2,510 00.0% — 不变
ADM ARCHER-DANIELS-MIDLA ND CO $20.12万0.04%2,633 00.0% — 不变
JHX JAMES HARDIE INDUSTRIES PLC COM EUR0.59 $20.11万0.04%7,680 00.0% — 不变
DLR DIGITAL REALTY TRUST INC $20.06万0.04%1,117 00.0% — 不变
INTU INTUIT INC $19.99万0.04%766 425.8% $1.10万 加仓
CIB GRUPO CIBEST SA SPON ADS EACH REP 4 PRF SHS $19.83万0.04%2,497 -2-0.1% -$159 减仓
VRSK VERISK ANALYTICS INC COM $19.71万0.04%1,098 30.3% $539 加仓
DHI DR HORTON INC COM STK USD0.01 $19.57万0.04%1,202 00.0% — 不变
ADBE ADOBE INC COM $19.50万0.04%951 -119-11.1% -$2.44万 减仓
D DOMINION ENERGY INC COM $19.29万0.04%2,825 -39-1.4% -$2,663 减仓
SYK STRYKER CORPORATION COM $19.21万0.04%610 -15-2.4% -$4,723 减仓
ICLN ISHARES TR GL CLEAN ENE ETF $19.18万0.04%9,361 00.0% — 不变
CBRE CBRE GROUP INC COM USD0.01 CLASS A $19.02万0.04%1,412 18715.3% $2.52万 加仓
NOC NORTHROP GRUMMAN CORP COM USD1 $19.00万0.04%373 -2-0.5% -$1,019 减仓
FR FIRST INDL RLTY TR INC COM $18.92万0.04%3,086 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $18.78万0.03%766 00.0% — 不变
MPWR MONOLITHIC POWER SYSTEMS INC $18.53万0.03%134 00.0% — 不变
CTVA CORTEVA INC COM $18.48万0.03%2,182 60.3% $508 加仓
DFUS DIMENSIONAL ETF TRUST US EQUITY ETF $18.40万0.03%2,245 00.0% — 不变
MDLZ MONDELEZ INTL INC COM NPV $18.39万0.03%3,179 00.0% — 不变
KMB KIMBERLY-CLARK CORP COM $18.25万0.03%1,663 -5-0.3% -$549 减仓
WM WASTE MANAGEMENT INC $18.08万0.03%811 00.0% — 不变
SBSW SIBANYE STILLWATER LTD SPON ADR EACH REP 4 ORD SHS $17.98万0.03%21,172 1140.5% $968 加仓
ES EVERSOURCE ENERGY $17.81万0.03%2,464 1898.3% $1.37万 加仓
COR CENCORA INC COM $17.74万0.03%627 -7-1.1% -$1,981 减仓
MO ALTRIA GROUP INC $17.73万0.03%2,464 30214.0% $2.17万 加仓
CMCSA COMCAST CORP $17.41万0.03%7,092 -500-6.6% -$1.23万 减仓
VTR VENTAS INC $17.25万0.03%1,943 00.0% — 不变
PRU PRUDENTIAL FINANCIAL INC $17.16万0.03%1,590 140.9% $1,511 加仓
VB VANGUARD SMALL-CAP INDEX FUND $17.07万0.03%563 -210-27.2% -$6.37万 减仓
IRM IRON MTN INC DEL COM $17.06万0.03%1,351 372.8% $4,673 加仓
DIS DISNEY WALT CO COM $17.00万0.03%1,766 -219-11.0% -$2.11万 减仓
BSX BOSTON SCIENTIFIC CORP $16.97万0.03%3,977 2376.3% $1.01万 加仓
AKAM AKAMAI TECHNOLOGIES COM USD0.01 $16.79万0.03%1,420 191.4% $2,246 加仓
DDOG DATADOG INC CL A COM $16.72万0.03%642 6611.5% $1.72万 加仓
OKE ONEOK INC COM USD0.01 $16.70万0.03%1,921 00.0% — 不变
MTB M &T BANK CORP COM USD0.50 $16.64万0.03%699 -5-0.7% -$1,190 减仓
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS $16.34万0.03%1,702 -203-10.7% -$1.95万 减仓
TGT TARGET CORP $16.30万0.03%1,248 695.9% $9,012 加仓