Basecamp Wealth Advisors LLC
BELLEVUE WA · SEC CIK 0002115254
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | $5.69万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $5.67万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $5.67万 | 0.01% | 635 | 10 | 1.6% | $893 | 加仓 |
| ARGX | ARGENX SE SPON ADR EACH REP 1 ORD SHS | $5.66万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $5.66万 | 0.01% | 802 | 18 | 2.3% | $1,270 | 加仓 |
| RYN | RAYONIER INC | $5.65万 | 0.01% | 2,655 | 84 | 3.3% | $1,788 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $5.62万 | 0.01% | 739 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPON ADS EACH REP 2 ORD SHS | $5.58万 | 0.01% | 1,064 | -14 | -1.3% | -$734 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW CL A | $5.56万 | 0.01% | 315 | -2 | -0.6% | -$353 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $5.54万 | 0.01% | 296 | 99 | 50.3% | $1.85万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $5.50万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTERNATIONAL GROUP INC | $5.49万 | 0.01% | 736 | -1,323 | -64.3% | -$9.86万 | 减仓 |
| O | REALTY INCOME CORP COM | $5.48万 | 0.01% | 884 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC COM USD0.0001 CLASS A | $5.45万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $5.44万 | 0.01% | 394 | -47 | -10.7% | -$6,493 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM USD0.01 | $5.43万 | 0.01% | 171 | -9 | -5.0% | -$2,858 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.40万 | 0.01% | 411 | 4 | 1.0% | $526 | 加仓 |
| LPL | LG DISPLAY ADR REP 1/2 ORD | $5.40万 | 0.01% | 13,878 | 6,715 | 93.7% | $2.61万 | 加仓 |
| WAB | WABTEC COM | $5.38万 | 0.01% | 200 | -51 | -20.3% | -$1.37万 | 减仓 |
| AME | AMETEK INC COM | $5.37万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $5.32万 | 0.01% | 2,073 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SBI USD0.01 | $5.31万 | 0.01% | 781 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5.30万 | 0.01% | 160 | -3 | -1.8% | -$993 | 减仓 |
| CVE | CENOVUS ENERGY INC COM NPV ISIN #CA15135U1093 SEDOL #B57FG04 | $5.29万 | 0.01% | 2,133 | -6 | -0.3% | -$149 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $5.25万 | 0.01% | 1,217 | 104 | 9.3% | $4,491 | 加仓 |
| ORI | OLD REPUBLIC INTERNATIONAL CORP | $5.25万 | 0.01% | 1,283 | -70 | -5.2% | -$2,864 | 减仓 |
| AROC | ARCHROCK INC COM | $5.25万 | 0.01% | 1,289 | -141 | -9.9% | -$5,740 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS | $5.23万 | 0.01% | 3,237 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM USD0.01 | $5.12万 | 0.01% | 1,070 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $5.10万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| SE | SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS | $5.04万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM USD0.10 | $5.03万 | 0.01% | 1,446 | -2,378 | -62.2% | -$8.28万 | 减仓 |
| PODD | INSULET CORP | $5.02万 | 0.01% | 330 | 17 | 5.4% | $2,588 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | $5.02万 | 0.01% | 353 | -12 | -3.3% | -$1,707 | 减仓 |
| NE | NOBLE CORPORATION PLC COM USD0.0001 CL A | $5.01万 | 0.01% | 1,343 | 130 | 10.7% | $4,849 | 加仓 |
| NIO | NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A | $5.00万 | 0.01% | 9,882 | 2,689 | 37.4% | $1.36万 | 加仓 |
| BILI | BILIBILI INC SPON ADS REP 1 ORD CL Z | $5.00万 | 0.01% | 2,935 | -6,073 | -67.4% | -$10.34万 | 减仓 |
| SNOW | SNOWFLAKE INC. COMMON STOCK | $4.99万 | 0.01% | 196 | -6 | -3.0% | -$1,527 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS INC COM USD0.01 | $4.96万 | 0.01% | 86 | -1 | -1.1% | -$577 | 减仓 |
| POWI | POWER INTEGRATIONS INC WHEN ISSUED | $4.96万 | 0.01% | 592 | 76 | 14.7% | $6,366 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP 1 ORD SHS | $4.96万 | 0.01% | 2,565 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 | $4.95万 | 0.01% | 1,845 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $4.93万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLDINGS INC COM USD0.01 | $4.88万 | 0.01% | 451 | -107 | -19.2% | -$1.16万 | 减仓 |
| CTAS | CINTAS CORP | $4.88万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM NPV ISIN #CA74935Q1072 SEDOL #BMWGTH9 | $4.88万 | 0.01% | 419 | -69 | -14.1% | -$8,035 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $4.87万 | 0.01% | 433 | -42 | -8.8% | -$4,725 | 减仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $4.86万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $4.85万 | 0.01% | 1,772 | 357 | 25.2% | $9,775 | 加仓 |
| DVA | DAVITA INC COM | $4.83万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $4.83万 | 0.01% | 360 | 15 | 4.3% | $2,011 | 加仓 |
| VICI | VICI PPTYS INC COM | $4.82万 | 0.01% | 1,816 | -200 | -9.9% | -$5,310 | 减仓 |
| MKSI | MKS INC. COMMON STOCK | $4.80万 | 0.01% | 108 | 24 | 28.6% | $1.07万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM USD0.00001 | $4.79万 | 0.01% | 1,229 | -3 | -0.2% | -$117 | 减仓 |
| EXEL | EXELIXIS INC COM USD0.001 | $4.79万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $4.76万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $4.76万 | 0.01% | 313 | -5 | -1.6% | -$760 | 减仓 |
| ENVA | ENOVA INTERNATIONAL INC | $4.74万 | 0.01% | 197 | 6 | 3.1% | $1,444 | 加仓 |
| TALO | TALOS ENERGY INC COM | $4.73万 | 0.01% | 3,660 | 1 | 0.0% | $13 | 加仓 |
| ZS | ZSCALER INC COM | $4.69万 | 0.01% | 332 | 22 | 7.1% | $3,105 | 加仓 |
| FISV | FISERV INC COM STK USD0.01 | $4.67万 | 0.01% | 952 | -596 | -38.5% | -$2.92万 | 减仓 |
| HUBB | HUBBELL INC COM | $4.66万 | 0.01% | 89 | -2 | -2.2% | -$1,046 | 减仓 |
| FBP | FIRST BANCORP | $4.65万 | 0.01% | 1,783 | -84 | -4.5% | -$2,190 | 减仓 |
| ARMK | ARAMARK COM | $4.62万 | 0.01% | 812 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $4.57万 | 0.01% | 1,274 | -35 | -2.7% | -$1,254 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $4.52万 | 0.01% | 407 | 16 | 4.1% | $1,778 | 加仓 |
| XYZ | BLOCK INC CL A | $4.49万 | 0.01% | 591 | 385 | 186.9% | $2.93万 | 加仓 |
| BX | BLACKSTONE INC | $4.45万 | 0.01% | 378 | -191 | -33.6% | -$2.25万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM USD0.01 | $4.44万 | 0.01% | 353 | 36 | 11.4% | $4,524 | 加仓 |
| ALLY | ALLY FINANCIAL INC COM USD0.01 | $4.41万 | 0.01% | 960 | 26 | 2.8% | $1,195 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $4.40万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINL GROUP INC COM | $4.39万 | 0.01% | 878 | 82 | 10.3% | $4,098 | 加仓 |
| EDU | NEW ORIENTAL ED &TECHNOLOGY GP INC SPON ADS EA REP 10 ORD SHS(POST REV | $4.38万 | 0.01% | 955 | -21 | -2.2% | -$964 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $4.38万 | 0.01% | 2,779 | -34 | -1.2% | -$535 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $4.37万 | 0.01% | 175 | -56 | -24.2% | -$1.40万 | 减仓 |
| SNN | SMITH &NEPHEW PLC ADR EACH REPR 2 ORD | $4.36万 | 0.01% | 1,513 | -933 | -38.1% | -$2.69万 | 减仓 |
| GFI | GOLD FIELDS LTD SPON ADR EACH REPR 1 ORD ZAR0.50 LVL II | $4.35万 | 0.01% | 1,296 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD SPON ADS EA REPR 0.2 ORD SHS CL A | $4.33万 | 0.01% | 3,268 | 7 | 0.2% | $93 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $4.31万 | 0.01% | 114 | 10 | 9.6% | $3,784 | 加仓 |
| ONC | BEONE MEDICINES LTD. AMERICAN DEPOSITARY SHARES | $4.30万 | 0.01% | 151 | -114 | -43.0% | -$3.25万 | 减仓 |
| SCI | SERVICE CORPORATION INTERNATIONAL COM USD1.00 | $4.29万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM USD0.10 | $4.29万 | 0.01% | 103 | 6 | 6.2% | $2,496 | 加仓 |
| GDS | GDS HOLDINGS LTD SPON ADS EACH REP 8 ORD CL A | $4.26万 | 0.01% | 1,419 | 59 | 4.3% | $1,772 | 加仓 |
| EXC | EXELON CORP COM NPV | $4.26万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM STK USD0.01 | $4.23万 | 0.01% | 51 | 3 | 6.2% | $2,490 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $4.21万 | 0.01% | 250 | 11 | 4.6% | $1,854 | 加仓 |
| PCG | PG&E CORP COM NPV | $4.16万 | 0.01% | 2,474 | -2,904 | -54.0% | -$4.88万 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $4.16万 | 0.01% | 468 | 91 | 24.1% | $8,086 | 加仓 |
| NI | NISOURCE INC COM USD0.01 | $4.16万 | 0.01% | 874 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $4.13万 | 0.01% | 1,307 | 87 | 7.1% | $2,750 | 加仓 |
| INFY | INFOSYS LTD SPON ADR EACH REP 1 ORD SHS | $4.13万 | 0.01% | 3,936 | -4,159 | -51.4% | -$4.36万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.13万 | 0.01% | 1,302 | -14,202 | -91.6% | -$45.03万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $4.11万 | 0.01% | 1,540 | 76 | 5.2% | $2,026 | 加仓 |
| PTCT | PTC THERAPEUTICS INC COM USD0.001 | $4.09万 | 0.01% | 501 | 18 | 3.7% | $1,468 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $4.07万 | 0.01% | 66 | 34 | 106.2% | $2.10万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $4.05万 | 0.01% | 144 | 92 | 176.9% | $2.59万 | 加仓 |
| MOS | MOSAIC CO NEW COM | $4.04万 | 0.01% | 1,906 | 34 | 1.8% | $720 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $4.03万 | 0.01% | 399 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $4.02万 | 0.01% | 295 | -24 | -7.5% | -$3,268 | 减仓 |
| EAT | BRINKER INTERNATIONAL INC | $4.02万 | 0.01% | 239 | 13 | 5.8% | $2,184 | 加仓 |