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 |
|---|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC COM USD0.01 | $5.84万 | 0.01% | 512 | 4 | 0.8% | $456 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.81万 | 0.01% | 407 | -10 | -2.4% | -$1,429 | 减仓 |
| TALO | TALOS ENERGY INC COM | $5.77万 | 0.01% | 3,659 | -34 | -0.9% | -$536 | 减仓 |
| W | WAYFAIR INC | $5.69万 | 0.01% | 757 | -8 | -1.0% | -$602 | 减仓 |
| NWSA | NEWS CORP | $5.68万 | 0.01% | 2,278 | 4 | 0.2% | $100 | 加仓 |
| CVE | CENOVUS ENERGY INC COM NPV ISIN #CA15135U1093 SEDOL #B57FG04 | $5.67万 | 0.01% | 2,139 | 0 | 0.0% | — | 不变 |
| BMO | BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 | $5.64万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC. COM USD0.01 | $5.59万 | 0.01% | 103 | 34 | 49.3% | $1.85万 | 加仓 |
| PAC | GRUPO AEROPUERTO DEL PACIFICO SPON ADR B | $5.55万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED &TECHNOLOGY GP INC SPON ADS EA REP 10 ORD SHS(POST REV | $5.53万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $5.53万 | 0.01% | 1,220 | -20 | -1.6% | -$906 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP SPON ADS EACH REPR 0.20 ORD SHS | $5.52万 | 0.01% | 6,946 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $5.51万 | 0.01% | 2,016 | 135 | 7.2% | $3,688 | 加仓 |
| MDYV | SPDR SERIES TRUST STATE STREET S&P 400 MID CAP VALUE ETF | $5.50万 | 0.01% | 646 | 646 | — | $5.50万 | 新建仓 |
| RHI | ROBERT HALF INC COM USD0.001 | $5.50万 | 0.01% | 2,164 | 351 | 19.4% | $8,915 | 加仓 |
| GDS | GDS HOLDINGS LTD SPON ADS EACH REP 8 ORD CL A | $5.48万 | 0.01% | 1,360 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $5.48万 | 0.01% | 160 | 9 | 6.0% | $3,081 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $5.46万 | 0.01% | 317 | -47 | -12.9% | -$8,089 | 减仓 |
| O | REALTY INCOME CORP COM | $5.41万 | 0.01% | 884 | 0 | 0.0% | — | 不变 |
| ORI | OLD REPUBLIC INTERNATIONAL CORP | $5.40万 | 0.01% | 1,353 | -136 | -9.1% | -$5,426 | 减仓 |
| CNI | CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 | $5.36万 | 0.01% | 522 | -5 | -0.9% | -$514 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $5.36万 | 0.01% | 409 | 4 | 1.0% | $525 | 加仓 |
| CSL | CARLISLE COMPANIES INC | $5.34万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $5.33万 | 0.01% | 179 | 105 | 141.9% | $3.13万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $5.32万 | 0.01% | 3,348 | -156 | -4.5% | -$2,477 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $5.31万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN/FROST BANKERS INC | $5.30万 | 0.01% | 387 | 28 | 7.8% | $3,838 | 加仓 |
| RYN | RAYONIER INC | $5.30万 | 0.01% | 2,571 | 1,344 | 109.5% | $2.77万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE | $5.29万 | 0.01% | 323 | 192 | 146.6% | $3.15万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $5.28万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 | $5.25万 | 0.01% | 1,845 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $5.22万 | 0.01% | 131 | -3 | -2.2% | -$1,195 | 减仓 |
| WRB | BERKLEY W R CORP COM | $5.20万 | 0.01% | 784 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS US INFR DEV ETF | $5.18万 | 0.01% | 1,019 | 599 | 142.6% | $3.04万 | 加仓 |
| LUV | SOUTHWEST AIRLINES CO | $5.17万 | 0.01% | 1,377 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $5.16万 | 0.01% | 332 | -4 | -1.2% | -$622 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $5.16万 | 0.01% | 348 | 148 | 74.0% | $2.19万 | 加仓 |
| WPP | WPP PLC AMERICAN DEPOSITARY SHS EACH REP 5 ORD | $5.15万 | 0.01% | 3,310 | 3,019 | 1,037.5% | $4.69万 | 加仓 |
| FTV | FORTIVE CORP COM | $5.13万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD SPON ADS EA REPR 0.2 ORD SHS CL A | $5.13万 | 0.01% | 3,261 | 4 | 0.1% | $63 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS INC COM USD0.01 | $5.12万 | 0.01% | 87 | -2 | -2.2% | -$1,178 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $5.10万 | 0.01% | 44 | 1 | 2.3% | $1,159 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $5.10万 | 0.01% | 144 | -13 | -8.3% | -$4,600 | 减仓 |
| WHD | CACTUS INC CL A | $5.08万 | 0.01% | 1,073 | -64 | -5.6% | -$3,032 | 减仓 |
| MRNA | MODERNA INC COM | $5.05万 | 0.01% | 994 | -67 | -6.3% | -$3,404 | 减仓 |
| ZLAB | ZAI LAB LIMITED ADS EACH REP 10 ORD SHS | $5.05万 | 0.01% | 2,683 | -544 | -16.9% | -$1.02万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $5.03万 | 0.01% | 739 | -12 | -1.6% | -$816 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $5.02万 | 0.01% | 960 | -30 | -3.0% | -$1,568 | 减仓 |
| CNC | CENTENE CORP | $5.01万 | 0.01% | 1,530 | 792 | 107.3% | $2.59万 | 加仓 |
| AROC | ARCHROCK INC COM | $4.98万 | 0.01% | 1,430 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.97万 | 0.01% | 163 | 2 | 1.2% | $609 | 加仓 |
| RIG | TRANSOCEAN LIMITED COM CHF0.10 REGISTERED SHS | $4.96万 | 0.01% | 7,488 | -146 | -1.9% | -$968 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4.96万 | 0.01% | 150 | 27 | 22.0% | $8,934 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM USD0.01 | $4.96万 | 0.01% | 180 | 10 | 5.9% | $2,754 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $4.92万 | 0.01% | 4,296 | 3,776 | 726.2% | $4.33万 | 加仓 |
| JBS | JBS N.V. COM EUR0.01 CL A | $4.90万 | 0.01% | 2,729 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $4.87万 | 0.01% | 758 | -55 | -6.8% | -$3,532 | 减仓 |
| CTAS | CINTAS CORP | $4.85万 | 0.01% | 287 | -6 | -2.0% | -$1,015 | 减仓 |
| TD | TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 | $4.80万 | 0.01% | 514 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO NEW COM | $4.77万 | 0.01% | 1,872 | 399 | 27.1% | $1.02万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $4.76万 | 0.01% | 290 | -19 | -6.1% | -$3,118 | 减仓 |
| AME | AMETEK INC COM | $4.76万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $4.72万 | 0.01% | 2,073 | 746 | 56.2% | $1.70万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $4.70万 | 0.01% | 1,113 | 21 | 1.9% | $887 | 加仓 |
| RBA | RB GLOBAL INC COM NPV ISIN #CA74935Q1072 SEDOL #BMWGTH9 | $4.68万 | 0.01% | 488 | -5 | -1.0% | -$479 | 减仓 |
| FUTU | FUTU HOLDINGS LIMITED SPON ADS EACH REP 8 ORD SHS CL A | $4.66万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC COM USD0.0001 CLASS A | $4.66万 | 0.01% | 972 | 173 | 21.7% | $8,299 | 加仓 |
| SCI | SERVICE CORPORATION INTERNATIONAL COM USD1.00 | $4.66万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTERTAINMENT LTD SPON ADR EACH REP 3 ORD SHS | $4.64万 | 0.01% | 8,177 | 0 | 0.0% | — | 不变 |
| XP | XP INC COM USD0.00001 CLASS A | $4.62万 | 0.01% | 2,429 | -51 | -2.1% | -$971 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SBI USD0.01 | $4.62万 | 0.01% | 781 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $4.62万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $4.60万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J.B. TRANSPORT SERVICES INC COM USD0.01 | $4.60万 | 0.01% | 217 | 155 | 250.0% | $3.28万 | 加仓 |
| MSCI | MSCI INC | $4.58万 | 0.01% | 85 | -2 | -2.3% | -$1,078 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $4.58万 | 0.01% | 475 | -40 | -7.8% | -$3,858 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $4.57万 | 0.01% | 794 | 14 | 1.8% | $806 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $4.56万 | 0.01% | 231 | 101 | 77.7% | $1.99万 | 加仓 |
| EXC | EXELON CORP COM NPV | $4.48万 | 0.01% | 914 | -445 | -32.7% | -$2.18万 | 减仓 |
| HUBB | HUBBELL INC COM | $4.46万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPON ADR EACH REP 1 ORD SHS | $4.45万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| SUI | SUN COMMUNITIES INC | $4.45万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.44万 | 0.01% | 624 | -219 | -26.0% | -$1.56万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $4.44万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COMMON STOCK | $4.44万 | 0.01% | 404 | 210 | 108.2% | $2.31万 | 加仓 |
| NVT | NVENT ELECTRIC PLC COM USD0.01 | $4.39万 | 0.01% | 371 | 214 | 136.3% | $2.53万 | 加仓 |
| WDAY | WORKDAY INC COM USD0.001 CL A | $4.38万 | 0.01% | 337 | 27 | 8.7% | $3,508 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $4.37万 | 0.01% | 300 | 300 | — | $4.37万 | 新建仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $4.36万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| SE | SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS | $4.36万 | 0.01% | 526 | -4 | -0.8% | -$331 | 减仓 |
| ZS | ZSCALER INC COM | $4.35万 | 0.01% | 310 | -16 | -4.9% | -$2,245 | 减仓 |
| NIO | NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A | $4.34万 | 0.01% | 7,193 | 1,168 | 19.4% | $7,043 | 加仓 |
| HMC | HONDA MOTOR CO ADR-EACH CNV INTO 3 ORD | $4.26万 | 0.01% | 1,752 | 3 | 0.2% | $73 | 加仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | $4.22万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $4.22万 | 0.01% | 395 | 59 | 17.6% | $6,299 | 加仓 |
| GIB | CGI INC COM NPV SUBORD VOTING SHARES CLASS A ISIN #CA12532H1047 SEDOL #BJ2L575 | $4.18万 | 0.01% | 572 | -297 | -34.2% | -$2.17万 | 减仓 |
| LEA | LEAR CORP | $4.18万 | 0.01% | 345 | 14 | 4.2% | $1,695 | 加仓 |
| ROKU | ROKU INC COM CL A | $4.17万 | 0.01% | 441 | 39 | 9.7% | $3,690 | 加仓 |
| FIVE | FIVE BELOW INC | $4.16万 | 0.01% | 182 | 83 | 83.8% | $1.90万 | 加仓 |
| HLN | HALEON PLC SPON ADS EACH REP 2 ORD SHS | $4.16万 | 0.01% | 4,151 | 0 | 0.0% | — | 不变 |