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 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYSTEMS INC | $4.01万 | 0.01% | 226 | 110 | 94.8% | $1.95万 | 加仓 |
| EVRG | EVERGY INC COM | $4.01万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TRUST CORP COM USD1.666 | $4.00万 | 0.01% | 230 | 27 | 13.3% | $4,694 | 加仓 |
| RLGT | RADIANT LOGISTICS INC | $3.93万 | 0.01% | 4,158 | 3 | 0.1% | $28 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $3.93万 | 0.01% | 116 | -28 | -19.4% | -$9,475 | 减仓 |
| MSTR | STRATEGY INC COMMON STOCK CLASS A | $3.92万 | 0.01% | 451 | -157 | -25.8% | -$1.36万 | 减仓 |
| F | FORD MTR CO DEL COM | $3.91万 | 0.01% | 2,810 | 442 | 18.7% | $6,144 | 加仓 |
| FLEX | FLEX LTD COM USD0.01 | $3.91万 | 0.01% | 241 | 138 | 134.0% | $2.24万 | 加仓 |
| ARW | ARROW ELECTRONICS INC COM USD1 | $3.91万 | 0.01% | 183 | 13 | 7.6% | $2,774 | 加仓 |
| DOW | DOW INC COM | $3.89万 | 0.01% | 1,423 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.89万 | 0.01% | 280 | 154 | 122.2% | $2.14万 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD USD0.01 | $3.88万 | 0.01% | 371 | 32 | 9.4% | $3,349 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3.86万 | 0.01% | 313 | -19 | -5.7% | -$2,343 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $3.85万 | 0.01% | 178 | -8 | -4.3% | -$1,731 | 减仓 |
| AX | AXOS FINANCIAL INC COM | $3.83万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST HIGH YLD MUNIETF | $3.82万 | 0.01% | 742 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS EACH REP 2 ORD SHS | $3.81万 | 0.01% | 4,079 | -72 | -1.7% | -$672 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $3.79万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR US LARGE-CAP ETF | $3.79万 | 0.01% | 1,287 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $3.77万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.76万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $3.74万 | 0.01% | 97 | 19 | 24.4% | $7,324 | 加仓 |
| RIG | TRANSOCEAN LIMITED COM CHF0.10 REGISTERED SHS | $3.73万 | 0.01% | 7,634 | 146 | 1.9% | $714 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | $3.72万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW COM | $3.71万 | 0.01% | 322 | -212 | -39.7% | -$2.44万 | 减仓 |
| TECK | TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327 | $3.70万 | 0.01% | 622 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HOLDING CORP | $3.68万 | 0.01% | 352 | 91 | 34.9% | $9,512 | 加仓 |
| XPO | XPO INC | $3.67万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDUSTRIAL NV COM EUR0.01 | $3.67万 | 0.01% | 3,267 | -182 | -5.3% | -$2,044 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.64万 | 0.01% | 121 | -29 | -19.3% | -$8,730 | 减仓 |
| FOXA | FOX CORP CL A COM | $3.63万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 (DI) | $3.62万 | 0.01% | 354 | -452 | -56.1% | -$4.62万 | 减仓 |
| ILMN | ILLUMINA INC COM USD0.01 | $3.60万 | 0.01% | 205 | 6 | 3.0% | $1,055 | 加仓 |
| CCK | CROWN HLDGS INC COM | $3.60万 | 0.01% | 322 | -24 | -6.9% | -$2,684 | 减仓 |
| EVR | EVERCORE INC CLASS A | $3.59万 | 0.01% | 105 | 16 | 18.0% | $5,463 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $3.57万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $3.56万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTERNATIONAL INC COM USD0.01 | $3.55万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $3.54万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $3.52万 | 0.01% | 1,081 | -7 | -0.6% | -$228 | 减仓 |
| ZTO | ZTO EXPRESS (CAYMAN) INC SPON ADS EACH REPR 1 SHS CL A | $3.50万 | 0.01% | 1,562 | -22 | -1.4% | -$492 | 减仓 |
| BSAC | BANCO SANTANDER ADS REP 400 ORD | $3.49万 | 0.01% | 1,061 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC COM | $3.49万 | 0.01% | 94 | 9 | 10.6% | $3,345 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $3.40万 | 0.01% | 330 | -2 | -0.6% | -$206 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $3.38万 | 0.01% | 438 | 72 | 19.7% | $5,555 | 加仓 |
| SUI | SUN COMMUNITIES INC | $3.37万 | 0.01% | 281 | -72 | -20.4% | -$8,634 | 减仓 |
| NWSA | NEWS CORP | $3.35万 | 0.01% | 1,351 | -927 | -40.7% | -$2.30万 | 减仓 |
| EFX | EQUIFAX INC COM USD1.25 | $3.35万 | 0.01% | 211 | -8 | -3.7% | -$1,270 | 减仓 |
| AWR | AMER STATES WTR CO COM | $3.35万 | 0.01% | 405 | 59 | 17.1% | $4,875 | 加仓 |
| GMAB | GENMAB AS SPON ADS EACH REP 0.1 ORD SHS | $3.34万 | 0.01% | 1,217 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES | $3.34万 | 0.01% | 1,284 | -35 | -2.7% | -$910 | 减仓 |
| SLM | SLM CORP COM USD0.20 | $3.33万 | 0.01% | 1,283 | 0 | 0.0% | — | 不变 |
| VALE | VALE S.A. SPONS ADS REPR 1 COM NPV | $3.32万 | 0.01% | 2,205 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $3.32万 | 0.01% | 111 | -4 | -3.5% | -$1,195 | 减仓 |
| KOF | COCA-COLA FEMSA S.A.B. DE C.V. ADS EA REP 10 UNTS(3 SER B SHS &5 SER L | $3.30万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM USD0.01 | $3.30万 | 0.01% | 1,300 | -8 | -0.6% | -$203 | 减仓 |
| RRC | RANGE RESOURCES CORP | $3.28万 | 0.01% | 882 | 75 | 9.3% | $2,789 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $3.27万 | 0.01% | 3,999 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $3.26万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MARKETS INC | $3.24万 | 0.01% | 366 | -6 | -1.6% | -$531 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3.24万 | 0.01% | 506 | -118 | -18.9% | -$7,553 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $3.23万 | 0.01% | 464 | 13 | 2.9% | $905 | 加仓 |
| CNX | CNX RES CORP COM | $3.23万 | 0.01% | 952 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $3.22万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | $3.21万 | 0.01% | 140 | 5 | 3.7% | $1,148 | 加仓 |
| TPR | TAPESTRY INC COM | $3.21万 | 0.01% | 219 | -2 | -0.9% | -$293 | 减仓 |
| ESTC | ELASTIC N V COM EUR0.01 | $3.20万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HOLDINGS LIMITED SPON ADS EACH REP 8 ORD SHS CL A | $3.20万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. COM EUR0.01 CL A | $3.19万 | 0.01% | 2,695 | -34 | -1.2% | -$403 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 | $3.18万 | 0.01% | 117 | 79 | 207.9% | $2.15万 | 加仓 |
| FAST | FASTENAL COM STK USD0.01 | $3.18万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| GGB | GERDAU SA SPON ADR REP PFD | $3.18万 | 0.01% | 7,870 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL COM | $3.12万 | 0.01% | 7 | 1 | 16.7% | $4,464 | 加仓 |
| BIIB | BIOGEN INC COM USD0.0005 | $3.11万 | 0.01% | 144 | 41 | 39.8% | $8,859 | 加仓 |
| AN | AUTONATION INC COM USD0.01 | $3.10万 | 0.01% | 167 | 28 | 20.1% | $5,202 | 加仓 |
| CUBE | CUBESMART | $3.08万 | 0.01% | 775 | 142 | 22.4% | $5,647 | 加仓 |
| TCOM | TRIP COM GROUP LTD SPON ADS EACH REP 1 ORD SHS | $3.05万 | 0.01% | 766 | -20 | -2.5% | -$797 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $3.04万 | 0.01% | 697 | 28 | 4.2% | $1,221 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $2.99万 | 0.01% | 385 | 201 | 109.2% | $1.56万 | 加仓 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $2.99万 | 0.01% | 210 | 91 | 76.5% | $1.30万 | 加仓 |
| GDDY | GODADDY INC CL A | $2.99万 | 0.01% | 352 | 11 | 3.2% | $934 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $2.97万 | 0.01% | 781 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $2.97万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $2.96万 | 0.01% | 75 | 8 | 11.9% | $3,156 | 加仓 |
| PHIN | PHINIA INC COMMON STOCK | $2.96万 | 0.01% | 359 | -58 | -13.9% | -$4,777 | 减仓 |
| NDAQ | NASDAQ INC COM STK | $2.96万 | 0.01% | 375 | -2 | -0.5% | -$158 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM STK USD0.01 | $2.96万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HLDGS LTD CL A ORD ISIN #KYG4124C1096 | $2.95万 | 0.01% | 7,834 | -1,637 | -17.3% | -$6,171 | 减仓 |
| IT | GARTNER INC COM USD0.0005 | $2.93万 | 0.01% | 226 | -10 | -4.2% | -$1,296 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $2.92万 | 0.01% | 246 | -19 | -7.2% | -$2,252 | 减仓 |
| FUL | H.B. FULLER COMPANY | $2.89万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| QFIN | QFIN HOLDINGS, INC. AMERICAN DEPOSITARY SHARES | $2.89万 | 0.01% | 1,825 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS &RESORTS INC COM | $2.87万 | 0.01% | 341 | 49 | 16.8% | $4,126 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPON ADS EACH REP 0.5 ORD SHS | $2.86万 | 0.01% | 1,787 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $2.86万 | 0.01% | 95 | 29 | 43.9% | $8,720 | 加仓 |
| MUSA | MURPHY USA INC COM | $2.86万 | 0.01% | 53 | 34 | 178.9% | $1.83万 | 加仓 |
| ZLAB | ZAI LAB LIMITED ADS EACH REP 10 ORD SHS | $2.85万 | 0.01% | 1,502 | -1,181 | -44.0% | -$2.24万 | 减仓 |
| GH | GUARDANT HEALTH INC COM | $2.85万 | 0.01% | 190 | 17 | 9.8% | $2,551 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC. COMMON STOCK | $2.85万 | 0.01% | 363 | -15 | -4.0% | -$1,176 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $2.84万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |