Basecamp Wealth Advisors LLC
BELLEVUE WA · SEC CIK 0002115254
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS INC | $15.68万 | 0.03% | 203 | 39 | 23.8% | $3.01万 | 加仓 |
| AIG | AMERICAN INTERNATIONAL GROUP INC | $15.49万 | 0.03% | 2,059 | 4 | 0.2% | $301 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $15.40万 | 0.03% | 1,576 | 70 | 4.6% | $6,838 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $15.32万 | 0.03% | 766 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $15.31万 | 0.03% | 1,586 | -2 | -0.1% | -$193 | 减仓 |
| NKE | NIKE INC CLASS B COM NPV | $15.30万 | 0.03% | 2,897 | 89 | 3.2% | $4,701 | 加仓 |
| DPZ | DOMINO S PIZZA INC | $15.28万 | 0.03% | 426 | 14 | 3.4% | $5,023 | 加仓 |
| SBS | SANEAMEN SAO PAU ADR REP 1 ORD | $15.21万 | 0.03% | 4,986 | 142 | 2.9% | $4,332 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $15.14万 | 0.03% | 880 | 6 | 0.7% | $1,032 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $15.11万 | 0.03% | 1,536 | -39 | -2.5% | -$3,837 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 | $14.84万 | 0.03% | 2,245 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $14.69万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $14.66万 | 0.03% | 134 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $14.62万 | 0.03% | 426 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $14.59万 | 0.03% | 163 | 2 | 1.2% | $1,790 | 加仓 |
| MTB | M &T BANK CORP COM USD0.50 | $14.56万 | 0.03% | 704 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDUSTRIES PLC COM EUR0.59 | $14.55万 | 0.03% | 7,680 | -164 | -2.1% | -$3,106 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC COM USD0.01 | $14.44万 | 0.03% | 325 | 27 | 9.1% | $1.20万 | 加仓 |
| TGT | TARGET CORP | $14.29万 | 0.03% | 1,179 | 5 | 0.4% | $606 | 加仓 |
| MO | ALTRIA GROUP INC | $14.27万 | 0.03% | 2,162 | -129 | -5.6% | -$8,513 | 减仓 |
| GIS | GENERAL MILLS INC COM USD0.10 | $14.23万 | 0.03% | 3,824 | 599 | 18.6% | $2.23万 | 加仓 |
| ALC | ALCON INC | $14.22万 | 0.03% | 1,887 | -13 | -0.7% | -$980 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $14.08万 | 0.03% | 655 | -99 | -13.1% | -$2.13万 | 减仓 |
| XLE | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | $13.96万 | 0.03% | 2,278 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM USD0.01 | $13.92万 | 0.03% | 885 | -222 | -20.1% | -$3.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $13.82万 | 0.03% | 354 | -36 | -9.2% | -$1.41万 | 减仓 |
| HAL | HALLIBURTON CO COM USD2.50 | $13.77万 | 0.03% | 3,531 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS COM EUR0.01 | $13.76万 | 0.03% | 1,518 | -8 | -0.5% | -$725 | 减仓 |
| LYG | LLOYDS BANKING GROUP ADR 4 ORD | $13.62万 | 0.03% | 27,074 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 | $13.60万 | 0.03% | 2,512 | -124 | -4.7% | -$6,713 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $13.55万 | 0.03% | 482 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPON ADR EACH REPR 2 ORD SHS | $13.43万 | 0.03% | 9,016 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $13.43万 | 0.03% | 137 | 1 | 0.7% | $980 | 加仓 |
| IRM | IRON MTN INC DEL COM | $13.42万 | 0.03% | 1,314 | 37 | 2.9% | $3,779 | 加仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $13.32万 | 0.03% | 614 | -2 | -0.3% | -$434 | 减仓 |
| HDB | HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS | $13.29万 | 0.03% | 5,343 | -1,484 | -21.7% | -$3.69万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $13.21万 | 0.03% | 975 | 19 | 2.0% | $2,574 | 加仓 |
| AEE | AMEREN CORP COM USD0.01 | $13.14万 | 0.03% | 1,195 | -58 | -4.6% | -$6,375 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $12.96万 | 0.03% | 464 | -3 | -0.6% | -$838 | 减仓 |
| TRP | TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 | $12.94万 | 0.03% | 2,067 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON &CO COM USD1.00 | $12.92万 | 0.03% | 822 | -4 | -0.5% | -$629 | 减仓 |
| DTE | DTE ENERGY CO | $12.90万 | 0.03% | 882 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM USD0.01 | $12.74万 | 0.03% | 292 | -1 | -0.3% | -$436 | 减仓 |
| NOK | NOKIA OYJ ADR EACH REPR 1 ORD NPV | $12.65万 | 0.03% | 15,732 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $12.58万 | 0.03% | 324 | 12 | 3.8% | $4,659 | 加仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $12.57万 | 0.03% | 8,399 | 704 | 9.1% | $1.05万 | 加仓 |
| ECL | ECOLAB INC | $12.45万 | 0.03% | 468 | -114 | -19.6% | -$3.03万 | 减仓 |
| YUM | YUM! BRANDS INC | $12.44万 | 0.03% | 800 | -288 | -26.5% | -$4.48万 | 减仓 |
| UMC | UNITED MICR ELCTRNS ADR REP 5 ORD | $12.37万 | 0.03% | 13,779 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $12.35万 | 0.03% | 236 | 2 | 0.9% | $1,046 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD | $12.17万 | 0.03% | 431 | 16 | 3.9% | $4,518 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $12.16万 | 0.03% | 1,578 | -12 | -0.8% | -$925 | 减仓 |
| LI | LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL A | $12.16万 | 0.03% | 6,818 | -58 | -0.8% | -$1,034 | 减仓 |
| BTI | BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY | $12.13万 | 0.03% | 2,074 | 2 | 0.1% | $117 | 加仓 |
| HUM | HUMANA INC | $12.03万 | 0.02% | 694 | -148 | -17.6% | -$2.57万 | 减仓 |
| PHM | PULTE GROUP INC COM USD0.01 | $12.00万 | 0.02% | 1,020 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON ADR REP 1 ORD | $11.92万 | 0.02% | 9,082 | -32 | -0.4% | -$420 | 减仓 |
| — | COTERRA ENERGY INC COM | $11.87万 | 0.02% | 3,378 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $11.87万 | 0.02% | 1,198 | 137 | 12.9% | $1.36万 | 加仓 |
| STT | STATE STREET CORP | $11.72万 | 0.02% | 926 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $11.71万 | 0.02% | 5,838 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $11.64万 | 0.02% | 504 | -3 | -0.6% | -$693 | 减仓 |
| EOG | EOG RESOURCES INC | $11.61万 | 0.02% | 803 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $11.49万 | 0.02% | 603 | 193 | 47.1% | $3.68万 | 加仓 |
| B | BARRICK MINING CORPORATION COM NPV ISIN #CA06849F1080 SEDOL #BNM23Q1 | $11.47万 | 0.02% | 2,813 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM USD0.01 | $11.43万 | 0.02% | 578 | -3 | -0.5% | -$593 | 减仓 |
| COIN | COINBASE GLOBAL, INC. CLASS A COMMON STOCK | $11.31万 | 0.02% | 648 | -11 | -1.7% | -$1,921 | 减仓 |
| BBY | BEST BUY CO INC COM USD0.10 | $11.29万 | 0.02% | 1,758 | 48 | 2.8% | $3,082 | 加仓 |
| ESGE | ISHARES INC ESG AWR MSCI EM | $11.29万 | 0.02% | 2,482 | 211 | 9.3% | $9,594 | 加仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.20 | $11.23万 | 0.02% | 1,246 | -8 | -0.6% | -$721 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $11.21万 | 0.02% | 4,706 | 96 | 2.1% | $2,286 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $11.14万 | 0.02% | 522 | 522 | — | $11.14万 | 新建仓 |
| COO | COOPER COS INC COM | $11.13万 | 0.02% | 1,557 | 268 | 20.8% | $1.92万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $11.12万 | 0.02% | 1,821 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $10.96万 | 0.02% | 556 | -4 | -0.7% | -$789 | 减仓 |
| INFY | INFOSYS LTD SPON ADR EACH REP 1 ORD SHS | $10.94万 | 0.02% | 8,095 | 84 | 1.0% | $1,135 | 加仓 |
| KT | KT ADR REP 1/2 ORD | $10.89万 | 0.02% | 5,076 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V COM EUR0.01 ISIN #NL00150001Q9 | $10.81万 | 0.02% | 15,250 | 26 | 0.2% | $184 | 加仓 |
| EQT | EQT CORP COM | $10.74万 | 0.02% | 1,688 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC COM ISIN #CA1247651088 SEDOL #2162760 | $10.70万 | 0.02% | 4,107 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV | $10.63万 | 0.02% | 1,532 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $10.62万 | 0.02% | 435 | 68 | 18.5% | $1.66万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $10.55万 | 0.02% | 538 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $10.52万 | 0.02% | 1,582 | 156 | 10.9% | $1.04万 | 加仓 |
| CHRW | CH ROBINSON WORLDWIDE INC COM USD0.10 | $10.51万 | 0.02% | 633 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $10.46万 | 0.02% | 619 | -2 | -0.3% | -$338 | 减仓 |
| JLL | JONES LANG LASALLE INC COM USD0.01 | $10.44万 | 0.02% | 343 | -4 | -1.2% | -$1,217 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $10.32万 | 0.02% | 787 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $10.22万 | 0.02% | 408 | 94 | 29.9% | $2.35万 | 加仓 |
| HSY | HERSHEY COMPANY COM USD1.00 | $10.19万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV ORD EUR0.01 | $10.15万 | 0.02% | 2,534 | 2,534 | — | $10.15万 | 新建仓 |
| XYL | XYLEM INC COM USD0.01 | $10.15万 | 0.02% | 849 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP OF AMERICA COM USD0.01 | $10.14万 | 0.02% | 478 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $10.13万 | 0.02% | 466 | 466 | — | $10.13万 | 新建仓 |
| WIT | WIPRO LTD SPON ADR REP 1 ORD SHS INR2 | $10.10万 | 0.02% | 47,659 | -9,119 | -16.1% | -$1.93万 | 减仓 |
| — | THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3 | $10.08万 | 0.02% | 1,120 | -330 | -22.8% | -$2.97万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 | $10.07万 | 0.02% | 769 | 91 | 13.4% | $1.19万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EXCHANGEABLE SUB VOTING SHS ISIN #CA11285B1085 SEDOL #BSQLLY3 | $10.03万 | 0.02% | 2,519 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | $9.81万 | 0.02% | 353 | -8 | -2.2% | -$2,222 | 减仓 |
| CHT | CHUNGHWA TELECOM ADR EA REPR 10 ORD TWD10 | $9.79万 | 0.02% | 2,318 | 0 | 0.0% | — | 不变 |