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 |
|---|---|---|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC COM | $9.79万 | 0.02% | 1,204 | -220 | -15.4% | -$1.79万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $9.75万 | 0.02% | 3,046 | 16 | 0.5% | $512 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $9.54万 | 0.02% | 716 | 144 | 25.2% | $1.92万 | 加仓 |
| PCG | PG&E CORP COM NPV | $9.45万 | 0.02% | 5,378 | 2,904 | 117.4% | $5.10万 | 加仓 |
| NMR | NOMURA HOLDINGS ADR REPTG ONE ORD | $9.45万 | 0.02% | 11,975 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT | $9.42万 | 0.02% | 1,114 | -20 | -1.8% | -$1,692 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM USD1 | $9.40万 | 0.02% | 262 | 10 | 4.0% | $3,589 | 加仓 |
| OMC | OMNICOM GROUP INC COM USD0.15 | $9.23万 | 0.02% | 1,226 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $9.17万 | 0.02% | 1,255 | 7 | 0.6% | $511 | 加仓 |
| NEM | NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 | $9.11万 | 0.02% | 842 | 229 | 37.4% | $2.48万 | 加仓 |
| BR | BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 | $9.00万 | 0.02% | 554 | 7 | 1.3% | $1,137 | 加仓 |
| ESML | ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF | $8.95万 | 0.02% | 1,904 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP COM STK USD5 | $8.92万 | 0.02% | 263 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $8.89万 | 0.02% | 316 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $8.86万 | 0.02% | 1,106 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $8.86万 | 0.02% | 1,189 | 294 | 32.8% | $2.19万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8.81万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC COM | $8.74万 | 0.02% | 851 | -18 | -2.1% | -$1,849 | 减仓 |
| EIX | EDISON INTERNATIONAL | $8.71万 | 0.02% | 1,190 | 182 | 18.1% | $1.33万 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $8.67万 | 0.02% | 2,428 | 15 | 0.6% | $536 | 加仓 |
| FISV | FISERV INC COM STK USD0.01 | $8.64万 | 0.02% | 1,548 | 82 | 5.6% | $4,576 | 加仓 |
| JKHY | HENRY JACK &ASSOCIATES INC COM USD0.01 | $8.63万 | 0.02% | 546 | -3 | -0.5% | -$474 | 减仓 |
| HPQ | HP INC COM | $8.63万 | 0.02% | 4,491 | 339 | 8.2% | $6,512 | 加仓 |
| NVR | NVR INC COM USD0.01 | $8.57万 | 0.02% | 13 | -3 | -18.8% | -$1.98万 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC | $8.53万 | 0.02% | 4,356 | -32 | -0.7% | -$627 | 减仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INC COM NPV ISIN #CA76131D1033 SEDOL #BTF8CF0 | $8.48万 | 0.02% | 1,148 | -7 | -0.6% | -$517 | 减仓 |
| GL | GLOBE LIFE INC COM | $8.36万 | 0.02% | 601 | 52 | 9.5% | $7,237 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $8.35万 | 0.02% | 38 | 4 | 11.8% | $8,788 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM USD0.01 | $8.35万 | 0.02% | 5,333 | 1,953 | 57.8% | $3.06万 | 加仓 |
| CASY | CASEYS GENERAL STORES INC | $8.30万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 (DI) | $8.22万 | 0.02% | 806 | -30 | -3.6% | -$3,059 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $8.21万 | 0.02% | 1,369 | 93 | 7.3% | $5,577 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $8.11万 | 0.02% | 725 | 25 | 3.6% | $2,798 | 加仓 |
| XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $8.11万 | 0.02% | 1,642 | 1,642 | — | $8.11万 | 新建仓 |
| VMC | VULCAN MATERIALS CO | $8.09万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM USD0.01 | $8.07万 | 0.02% | 876 | -38 | -4.2% | -$3,501 | 减仓 |
| CAH | CARDINAL HEALTH INC COM NPV | $8.05万 | 0.02% | 381 | -1 | -0.3% | -$211 | 减仓 |
| CP | CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09 | $8.02万 | 0.02% | 1,019 | -10 | -1.0% | -$787 | 减仓 |
| BWA | BORG WARNER INC COM USD0.01 | $8.00万 | 0.02% | 1,474 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $8.00万 | 0.02% | 1,121 | -37 | -3.2% | -$2,639 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $7.97万 | 0.02% | 168 | -27 | -13.8% | -$1.28万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $7.93万 | 0.02% | 1,174 | 929 | 379.2% | $6.28万 | 加仓 |
| TKC | TURKCELL ILETISIM ADR REP 2.5 ORD | $7.92万 | 0.02% | 13,127 | -82 | -0.6% | -$494 | 减仓 |
| TER | TERADYNE INC COM USD0.125 | $7.89万 | 0.02% | 266 | 130 | 95.6% | $3.85万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | $7.88万 | 0.02% | 365 | -12 | -3.2% | -$2,591 | 减仓 |
| ONC | BEONE MEDICINES LTD. AMERICAN DEPOSITARY SHARES | $7.87万 | 0.02% | 265 | 4 | 1.5% | $1,188 | 加仓 |
| OIH | VANECK ETF TRUST OIL SERVICES ETF | $7.85万 | 0.02% | 194 | 194 | — | $7.85万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $7.81万 | 0.02% | 1,726 | -489 | -22.1% | -$2.21万 | 减仓 |
| SNN | SMITH &NEPHEW PLC ADR EACH REPR 2 ORD | $7.77万 | 0.02% | 2,446 | -110 | -4.3% | -$3,496 | 减仓 |
| MAS | MASCO CORP COM USD1.00 | $7.64万 | 0.02% | 1,265 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $7.61万 | 0.02% | 192 | -6 | -3.0% | -$2,379 | 减仓 |
| MSTR | STRATEGY INC COMMON STOCK CLASS A | $7.59万 | 0.02% | 608 | -16 | -2.6% | -$1,997 | 减仓 |
| AON | AON PLC SHS CL A COM USD0.01 | $7.59万 | 0.02% | 235 | 47 | 25.0% | $1.52万 | 加仓 |
| LKQ | LKQ CORP | $7.56万 | 0.02% | 2,575 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 | $7.44万 | 0.02% | 675 | -33 | -4.7% | -$3,639 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS(1B&2D-B&2 D-L | $7.43万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $7.42万 | 0.02% | 551 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $7.39万 | 0.02% | 764 | -7 | -0.9% | -$677 | 减仓 |
| VRSN | VERISIGN INC | $7.33万 | 0.02% | 295 | 47 | 19.0% | $1.17万 | 加仓 |
| CF | CF INDUSTRIES HOLDINGS INC COM USD0.01 | $7.25万 | 0.01% | 558 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $7.17万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | $7.16万 | 0.01% | 222 | 31 | 16.2% | $1.00万 | 加仓 |
| SSD | SIMPSON MFG INC COM | $7.05万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $7.05万 | 0.01% | 145 | 1 | 0.7% | $486 | 加仓 |
| MDB | MONGODB INC CL A | $7.02万 | 0.01% | 287 | 36 | 14.3% | $8,812 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $7.01万 | 0.01% | 165 | 1 | 0.6% | $425 | 加仓 |
| RSG | REPUBLIC SERVICES INC | $6.94万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $6.94万 | 0.01% | 99 | 9 | 10.0% | $6,309 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $6.86万 | 0.01% | 1,703 | -421 | -19.8% | -$1.70万 | 减仓 |
| AFL | AFLAC INC COM | $6.81万 | 0.01% | 621 | -447 | -41.9% | -$4.90万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $6.80万 | 0.01% | 576 | -15 | -2.5% | -$1,771 | 减仓 |
| CNS | COHEN &STEERS INC COM USD0.01 | $6.76万 | 0.01% | 1,081 | 43 | 4.1% | $2,690 | 加仓 |
| IDA | IDACORP INC | $6.72万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS | $6.72万 | 0.01% | 3,237 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $6.58万 | 0.01% | 521 | 260 | 99.6% | $3.28万 | 加仓 |
| PODD | INSULET CORP | $6.57万 | 0.01% | 313 | 102 | 48.3% | $2.14万 | 加仓 |
| BX | BLACKSTONE INC | $6.54万 | 0.01% | 569 | -39 | -6.4% | -$4,481 | 减仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $6.50万 | 0.01% | 1,572 | 23 | 1.5% | $952 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $6.50万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $6.48万 | 0.01% | 243 | -117 | -32.5% | -$3.12万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $6.44万 | 0.01% | 1,042 | 270 | 35.0% | $1.67万 | 加仓 |
| LEN | LENNAR CORP COM USD0.10 CLASS A | $6.44万 | 0.01% | 742 | 18 | 2.5% | $1,563 | 加仓 |
| DG | DOLLAR GEN CORP NEW COM | $6.34万 | 0.01% | 534 | 199 | 59.4% | $2.36万 | 加仓 |
| HEI | HEICO CORP NEW COM | $6.33万 | 0.01% | 231 | -8 | -3.3% | -$2,194 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $6.32万 | 0.01% | 548 | 20 | 3.8% | $2,308 | 加仓 |
| WAB | WABTEC COM | $6.27万 | 0.01% | 251 | -72 | -22.3% | -$1.80万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 | $6.22万 | 0.01% | 994 | -8 | -0.8% | -$500 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP 1 ORD SHS | $6.13万 | 0.01% | 2,565 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC COM | $6.11万 | 0.01% | 56 | -8 | -12.5% | -$8,726 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $6.05万 | 0.01% | 684 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $6.02万 | 0.01% | 654 | 159 | 32.1% | $1.46万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $6.00万 | 0.01% | 647 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORPORATION PLC COM USD0.0001 CL A | $5.95万 | 0.01% | 1,213 | -485 | -28.6% | -$2.38万 | 减仓 |
| GSK | GSK PLC SPON ADS EACH REP 2 ORD SHS | $5.95万 | 0.01% | 1,078 | -17 | -1.6% | -$938 | 减仓 |
| THG | HANOVER INSURANCE GROUP INC | $5.95万 | 0.01% | 343 | 55 | 19.1% | $9,534 | 加仓 |
| DOW | DOW INC COM | $5.93万 | 0.01% | 1,423 | 478 | 50.6% | $1.99万 | 加仓 |
| BCH | BANCO DE CHILE SPON ADS REP 200 ORD SHS | $5.91万 | 0.01% | 1,595 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD COM USD0.000079365 CLASS A | $5.90万 | 0.01% | 4,179 | -59 | -1.4% | -$833 | 减仓 |
| ALLE | ALLEGION PLC ORD SHS | $5.90万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPON ADR EACH REPR 1 ORD ZAR0.50 LVL II | $5.88万 | 0.01% | 1,296 | 1 | 0.1% | $45 | 加仓 |