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 |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC COM | $4.13万 | 0.01% | 512 | 170 | 49.7% | $1.37万 | 加仓 |
| MTN | VAIL RESORTS INC | $4.09万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM USD0.01 | $4.08万 | 0.01% | 874 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORPORATION COM NPV ISIN #CA2483561072 SEDOL #2003223 | $4.08万 | 0.01% | 11,551 | 11,551 | — | $4.08万 | 新建仓 |
| FOXA | FOX CORP CL A COM | $4.06万 | 0.01% | 695 | -36 | -4.9% | -$2,102 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $4.06万 | 0.01% | 886 | -147 | -14.2% | -$6,733 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $4.04万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $4.04万 | 0.01% | 513 | 41 | 8.7% | $3,227 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $4.02万 | 0.01% | 1,464 | 18 | 1.2% | $494 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM USD0.00001 | $4.01万 | 0.01% | 1,232 | -193 | -13.5% | -$6,280 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $4.01万 | 0.01% | 2,813 | 67 | 2.4% | $955 | 加仓 |
| CPK | CHESAPEAKE UTILITIES CORP | $4.01万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP | $3.99万 | 0.01% | 1,867 | -88 | -4.5% | -$1,880 | 减仓 |
| ZTO | ZTO EXPRESS (CAYMAN) INC SPON ADS EACH REPR 1 SHS CL A | $3.99万 | 0.01% | 1,584 | 22 | 1.4% | $554 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM USD0.01 | $3.96万 | 0.01% | 1,070 | -57 | -5.1% | -$2,110 | 减仓 |
| EFX | EQUIFAX INC COM USD1.25 | $3.94万 | 0.01% | 219 | 7 | 3.3% | $1,260 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $3.94万 | 0.01% | 4,766 | 103 | 2.2% | $851 | 加仓 |
| TCOM | TRIP COM GROUP LTD SPON ADS EACH REP 1 ORD SHS | $3.91万 | 0.01% | 786 | 5 | 0.6% | $249 | 加仓 |
| G | GENPACT LIMITED COM STK USD0.01 | $3.90万 | 0.01% | 1,046 | 370 | 54.7% | $1.38万 | 加仓 |
| RPM | RPM INTERNATIONAL INC | $3.89万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM USD0.01 | $3.85万 | 0.01% | 317 | 1 | 0.3% | $122 | 加仓 |
| EVRG | EVERGY INC COM | $3.80万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDUSTRIAL NV COM EUR0.01 | $3.79万 | 0.01% | 3,449 | -2,204 | -39.0% | -$2.42万 | 减仓 |
| OVV | OVINTIV INC COM ISIN #US69047Q1022 SEDOL #BL3GRC2 | $3.79万 | 0.01% | 639 | -112 | -14.9% | -$6,648 | 减仓 |
| IRMD | IRADIMED CORP | $3.79万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC COM USD0.001 | $3.78万 | 0.01% | 881 | 12 | 1.4% | $515 | 加仓 |
| ERIE | ERIE INDEMNITY CO | $3.74万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM USD0.0005 | $3.74万 | 0.01% | 236 | 122 | 107.0% | $1.93万 | 加仓 |
| HYD | VANECK ETF TRUST HIGH YLD MUNIETF | $3.72万 | 0.01% | 742 | 742 | — | $3.72万 | 新建仓 |
| CNX | CNX RES CORP COM | $3.67万 | 0.01% | 952 | -88 | -8.5% | -$3,392 | 减仓 |
| ALLY | ALLY FINANCIAL INC COM USD0.01 | $3.66万 | 0.01% | 934 | 13 | 1.4% | $510 | 加仓 |
| RRC | RANGE RESOURCES CORP | $3.65万 | 0.01% | 807 | -75 | -8.5% | -$3,388 | 减仓 |
| ICLR | ICON PLC ORD EUR0.06 | $3.63万 | 0.01% | 328 | 5 | 1.5% | $553 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $3.58万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM STK USD0.01 | $3.54万 | 0.01% | 48 | 47 | 4,700.0% | $3.47万 | 加仓 |
| BSAC | BANCO SANTANDER ADS REP 400 ORD | $3.54万 | 0.01% | 1,061 | 0 | 0.0% | — | 不变 |
| VALE | VALE S.A. SPONS ADS REPR 1 COM NPV | $3.51万 | 0.01% | 2,205 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP COM | $3.50万 | 0.01% | 245 | -32 | -11.6% | -$4,577 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $3.50万 | 0.01% | 186 | -8 | -4.1% | -$1,504 | 减仓 |
| MUR | MURPHY OIL CORP COM USD1.00 | $3.49万 | 0.01% | 846 | -53 | -5.9% | -$2,186 | 减仓 |
| XPO | XPO INC | $3.48万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC COM | $3.47万 | 0.01% | 346 | -23 | -6.2% | -$2,306 | 减仓 |
| GRAB | GRAB HLDGS LTD CL A ORD ISIN #KYG4124C1096 | $3.47万 | 0.01% | 9,471 | -1,191 | -11.2% | -$4,359 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $3.44万 | 0.01% | 399 | 399 | — | $3.44万 | 新建仓 |
| VAL | VALARIS LTD COM USD0.40 | $3.42万 | 0.01% | 349 | -9 | -2.5% | -$882 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC ORD USD1 | $3.42万 | 0.01% | 351 | 60 | 20.6% | $5,842 | 加仓 |
| SEB | SEABOARD CORP DEL COM | $3.39万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES | $3.36万 | 0.01% | 1,319 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $3.35万 | 0.01% | 3,999 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC COM | $3.34万 | 0.01% | 393 | -28 | -6.7% | -$2,382 | 减仓 |
| IMKTA | INGLES MARKETS INC | $3.34万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $3.34万 | 0.01% | 217 | 21 | 10.7% | $3,228 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SERVICES COM USD0.01 | $3.32万 | 0.01% | 708 | -258 | -26.7% | -$1.21万 | 减仓 |
| MEDP | MEDPACE HLDGS INC COM | $3.31万 | 0.01% | 69 | 45 | 187.5% | $2.16万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPON ADS EACH REP 0.5 ORD SHS | $3.31万 | 0.01% | 1,787 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR US LARGE-CAP ETF | $3.30万 | 0.01% | 1,287 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $3.30万 | 0.01% | 115 | 4 | 3.6% | $1,147 | 加仓 |
| ARMK | ARAMARK COM | $3.29万 | 0.01% | 812 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC COM USD0.001 | $3.29万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINL GROUP INC COM | $3.29万 | 0.01% | 796 | 692 | 665.4% | $2.86万 | 加仓 |
| GMAB | GENMAB AS SPON ADS EACH REP 0.1 ORD SHS | $3.27万 | 0.01% | 1,217 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $3.26万 | 0.01% | 1,309 | -34 | -2.5% | -$847 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $3.25万 | 0.01% | 377 | 60 | 18.9% | $5,170 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 | $3.24万 | 0.01% | 528 | 1 | 0.2% | $61 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $3.23万 | 0.01% | 279 | -81 | -22.5% | -$9,377 | 减仓 |
| EAT | BRINKER INTERNATIONAL INC | $3.23万 | 0.01% | 226 | 6 | 2.7% | $857 | 加仓 |
| TECK | TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 | $3.22万 | 0.01% | 622 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $3.21万 | 0.01% | 232 | -11 | -4.5% | -$1,522 | 减仓 |
| NDAQ | NASDAQ INC COM STK | $3.20万 | 0.01% | 377 | 17 | 4.7% | $1,443 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $3.17万 | 0.01% | 68 | 12 | 21.4% | $5,588 | 加仓 |
| JD | JD.COM INC SPON ADS EACH REPR 2 ORD SHS CLASS A | $3.16万 | 0.01% | 1,068 | -447 | -29.5% | -$1.32万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $3.15万 | 0.01% | 239 | 204 | 582.9% | $2.69万 | 加仓 |
| ETR | ENTERGY CORP | $3.15万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.14万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $3.12万 | 0.01% | 377 | -137 | -26.7% | -$1.14万 | 减仓 |
| MTZ | MASTEC INC COM USD0.10 | $3.12万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3.12万 | 0.01% | 264 | -4 | -1.5% | -$473 | 减仓 |
| TPR | TAPESTRY INC COM | $3.12万 | 0.01% | 221 | 30 | 15.7% | $4,233 | 加仓 |
| TIMB | TIM S.A. SPON ADS EACH REP 5 ORD SHS | $3.09万 | 0.01% | 1,168 | -67 | -5.4% | -$1,775 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | $3.08万 | 0.01% | 102 | 102 | — | $3.08万 | 新建仓 |
| FAST | FASTENAL COM STK USD0.01 | $3.07万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| FUL | H.B. FULLER COMPANY | $3.06万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LIMITED SPON ADS EACH REP 10 ORD SHS | $3.06万 | 0.01% | 608 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC. COMMON STOCK | $3.05万 | 0.01% | 202 | 118 | 140.5% | $1.78万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $3.04万 | 0.01% | 1,937 | -1,178 | -37.8% | -$1.85万 | 减仓 |
| KOF | COCA-COLA FEMSA S.A.B. DE C.V. ADS EA REP 10 UNTS(3 SER B SHS &5 SER L | $3.03万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP | $3.02万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 | $3.02万 | 0.01% | 650 | 633 | 3,723.5% | $2.94万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $3.01万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $2.99万 | 0.01% | 466 | 341 | 272.8% | $2.18万 | 加仓 |
| KIM | KIMCO REALTY CORP COM USD0.01 | $2.94万 | 0.01% | 1,308 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $2.94万 | 0.01% | 748 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 | $2.94万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| RLGT | RADIANT LOGISTICS INC | $2.93万 | 0.01% | 4,155 | 31 | 0.8% | $219 | 加仓 |
| AJG | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | $2.92万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS EACH REP 2 ORD SHS CL A | $2.92万 | 0.01% | 3,150 | -28 | -0.9% | -$260 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM STK USD0.01 | $2.90万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM USD0.01 | $2.89万 | 0.01% | 619 | -20 | -3.1% | -$933 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM ISIN #CA3759161035 SEDOL #2254645 | $2.88万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINANCIAL CORP COM USD2.00 | $2.88万 | 0.01% | 183 | -36 | -16.4% | -$5,665 | 减仓 |