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 |
|---|---|---|---|---|---|---|---|---|
| LII | LENNOX INTERNATIONAL INC COM USD0.01 | $2.88万 | 0.01% | 62 | -22 | -26.2% | -$1.02万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2.87万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $2.87万 | 0.01% | 507 | 252 | 98.8% | $1.43万 | 加仓 |
| NXE | NEXGEN ENERGY LTD ISIN #CA65340P1062 SEDOL #B987K72 | $2.87万 | 0.01% | 2,470 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC COMMON STOCK | $2.85万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| GGB | GERDAU SA SPON ADR REP PFD | $2.84万 | 0.01% | 7,870 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.84万 | 0.01% | 259 | 97 | 59.9% | $1.06万 | 加仓 |
| NTRS | NORTHERN TRUST CORP COM USD1.666 | $2.83万 | 0.01% | 203 | 101 | 99.0% | $1.41万 | 加仓 |
| BAX | BAXTER INTERNATIONAL INC COM USD1.00 | $2.83万 | 0.01% | 1,683 | -382 | -18.5% | -$6,418 | 减仓 |
| PCTY | PAYLOCITY HOLDING CORP | $2.82万 | 0.01% | 261 | 255 | 4,250.0% | $2.75万 | 加仓 |
| BALL | BALL CORP COM NPV | $2.82万 | 0.01% | 477 | 274 | 135.0% | $1.62万 | 加仓 |
| GDDY | GODADDY INC CL A | $2.82万 | 0.01% | 341 | -4 | -1.2% | -$331 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $2.81万 | 0.01% | 451 | 54 | 13.6% | $3,369 | 加仓 |
| ESTC | ELASTIC N V COM EUR0.01 | $2.81万 | 0.01% | 562 | 562 | — | $2.81万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC. COMMON STOCK | $2.79万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| KEN | KENON HLDGS LTD COM NPV | $2.78万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY ADR REP 1/2 ORD | $2.78万 | 0.01% | 7,163 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP COM USD0.20 | $2.75万 | 0.01% | 1,283 | 3 | 0.2% | $64 | 加仓 |
| AVY | AVERY DENNISON CORP COM USD1 | $2.75万 | 0.01% | 159 | 3 | 1.9% | $518 | 加仓 |
| F | FORD MTR CO DEL COM | $2.73万 | 0.01% | 2,368 | -64 | -2.6% | -$739 | 减仓 |
| ELPC | CIA PARANAENSE DE ENERGIA COPEL SPON ADS EACH REP 4 COM SHS | $2.72万 | 0.01% | 2,278 | -659 | -22.4% | -$7,868 | 减仓 |
| AN | AUTONATION INC COM USD0.01 | $2.71万 | 0.01% | 139 | 3 | 2.2% | $586 | 加仓 |
| CCL | CARNIVAL CORP COM USD0.01 | $2.70万 | 0.01% | 1,045 | 542 | 107.8% | $1.40万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $2.68万 | 0.01% | 1,240 | 1,206 | 3,547.1% | $2.61万 | 加仓 |
| MKL | MARKEL GROUP INC COM NPV | $2.68万 | 0.01% | 14 | -5 | -26.3% | -$9,570 | 减仓 |
| GEN | GEN DIGITAL INC COM | $2.68万 | 0.01% | 1,423 | -178 | -11.1% | -$3,352 | 减仓 |
| PPG | PPG INDUSTRIES INC COM USD1.666 | $2.67万 | 0.01% | 250 | -28 | -10.1% | -$2,993 | 减仓 |
| CACI | CACI INTERNATIONAL INC | $2.67万 | 0.01% | 49 | 5 | 11.4% | $2,719 | 加仓 |
| MTG | MGIC INVESTMENT CORP COM USD1.00 | $2.66万 | 0.01% | 1,015 | 150 | 17.3% | $3,938 | 加仓 |
| EVR | EVERCORE INC CLASS A | $2.66万 | 0.01% | 89 | 67 | 304.5% | $2.00万 | 加仓 |
| ARIS | ARIS MINING CORPORATION COM NPV ISIN #CA04040Y1097 SEDOL #BQKRCQ2 | $2.65万 | 0.01% | 1,426 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $2.64万 | 0.01% | 636 | 327 | 105.8% | $1.36万 | 加仓 |
| POWI | POWER INTEGRATIONS INC WHEN ISSUED | $2.64万 | 0.01% | 516 | -30 | -5.5% | -$1,536 | 减仓 |
| AWR | AMER STATES WTR CO COM | $2.62万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC COM USD0.01 | $2.62万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC COM USD0.01 CLASS A | $2.61万 | 0.01% | 174 | -5 | -2.8% | -$750 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $2.61万 | 0.01% | 44 | 16 | 57.1% | $9,488 | 加仓 |
| SLB | SLB LIMITED TRADING | $2.60万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO | $2.60万 | 0.01% | 310 | 286 | 1,191.7% | $2.39万 | 加仓 |
| ENVA | ENOVA INTERNATIONAL INC | $2.59万 | 0.01% | 191 | -15 | -7.3% | -$2,037 | 减仓 |
| OGS | ONE GAS INC COM USD0.01 | $2.58万 | 0.01% | 300 | 98 | 48.5% | $8,441 | 加仓 |
| MHK | MOHAWK INDUSTRIES COM USD0.01 | $2.58万 | 0.01% | 262 | 251 | 2,281.8% | $2.47万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $2.56万 | 0.01% | 218 | -17 | -7.2% | -$2,000 | 减仓 |
| OSK | OSHKOSH CORP | $2.56万 | 0.01% | 174 | -2 | -1.1% | -$294 | 减仓 |
| PCVX | VAXCYTE INC COM | $2.56万 | 0.01% | 441 | -44 | -9.1% | -$2,554 | 减仓 |
| REG | REGENCY CENTERS CORP COM USD0.01 | $2.55万 | 0.01% | 337 | -56 | -14.2% | -$4,237 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2.54万 | 0.01% | 154 | 151 | 5,033.3% | $2.49万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.54万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND | $2.53万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 | $2.52万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $2.52万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $2.51万 | 0.01% | 66 | 6 | 10.0% | $2,283 | 加仓 |
| BVN | BUENAVENTURA ADR REP 1 ORD | $2.51万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $2.50万 | 0.01% | 390 | -38 | -8.9% | -$2,436 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD USD0.01 | $2.49万 | 0.01% | 339 | 339 | — | $2.49万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $2.48万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINANCIAL CORP | $2.47万 | 0.01% | 334 | -0 | -0.1% | -$37 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $2.46万 | 0.01% | 185 | 127 | 219.0% | $1.69万 | 加仓 |
| ILMN | ILLUMINA INC COM USD0.01 | $2.45万 | 0.01% | 199 | 13 | 7.0% | $1,602 | 加仓 |
| ARW | ARROW ELECTRONICS INC COM USD1 | $2.44万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $2.41万 | 0.00% | 2,543 | -7 | -0.3% | -$66 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $2.40万 | 0.00% | 781 | 751 | 2,503.3% | $2.31万 | 加仓 |
| NOV | NOV INC COM | $2.40万 | 0.00% | 1,274 | -3 | -0.2% | -$56 | 减仓 |
| GATX | GATX CORP COM STK USD0.625 | $2.39万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $2.39万 | 0.00% | 366 | -141 | -27.8% | -$9,207 | 减仓 |
| RES | RPC INC COM USD0.10 | $2.39万 | 0.00% | 3,372 | -200 | -5.6% | -$1,416 | 减仓 |
| RH | RH COM | $2.38万 | 0.00% | 170 | -148 | -46.5% | -$2.07万 | 减仓 |
| WH | WYNDHAM HOTELS &RESORTS INC COM | $2.37万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD ILS1 | $2.36万 | 0.00% | 4,551 | 0 | 0.0% | — | 不变 |
| QFIN | QFIN HOLDINGS, INC. AMERICAN DEPOSITARY SHARES | $2.36万 | 0.00% | 1,825 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.35万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2.35万 | 0.00% | 22 | -6 | -21.4% | -$6,405 | 减仓 |
| TOL | TOLL BROTHERS INC | $2.35万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $2.35万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $2.34万 | 0.00% | 1,033 | -361 | -25.9% | -$8,191 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $2.34万 | 0.00% | 318 | -96 | -23.2% | -$7,070 | 减仓 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $2.34万 | 0.00% | 958 | -21 | -2.1% | -$513 | 减仓 |
| TAL | TAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS | $2.34万 | 0.00% | 2,057 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $2.32万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $2.32万 | 0.00% | 633 | 244 | 62.7% | $8,942 | 加仓 |
| NTES | NETEASE INC SPON ADR EACH REP 25 ORD SHS | $2.32万 | 0.00% | 207 | -4 | -1.9% | -$448 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR FUNDAMENTAL US S | $2.30万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $2.29万 | 0.00% | 617 | 105 | 20.5% | $3,897 | 加仓 |
| KKR | KKR &CO INC COM | $2.27万 | 0.00% | 246 | 140 | 132.1% | $1.29万 | 加仓 |
| CHH | CHOICE HOTELS INTERNATIONAL INC | $2.27万 | 0.00% | 219 | -101 | -31.6% | -$1.05万 | 减仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $2.26万 | 0.00% | 1,407 | 961 | 215.5% | $1.55万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM USD0.01 | $2.25万 | 0.00% | 115 | -19 | -14.2% | -$3,724 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | $2.25万 | 0.00% | 807 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $2.24万 | 0.00% | 344 | 124 | 56.4% | $8,091 | 加仓 |
| — | TAYLOR MORRISON HOME CORP COM | $2.24万 | 0.00% | 385 | 17 | 4.6% | $990 | 加仓 |
| TRNO | TERRENO REALTY CORP | $2.24万 | 0.00% | 365 | -8 | -2.1% | -$491 | 减仓 |
| HL | HECLA MINING CO | $2.24万 | 0.00% | 1,201 | -124 | -9.4% | -$2,310 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $2.23万 | 0.00% | 75 | 75 | — | $2.23万 | 新建仓 |
| MKC | MCCORMICK &COMPANY INC COM NPV | $2.22万 | 0.00% | 440 | 9 | 2.1% | $454 | 加仓 |
| ERIC | ERICSSON(L.M.)(TELEF ONAKTIEBOLAGET) ADR EACH REP 1 ORD B SEK1 | $2.21万 | 0.00% | 1,962 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC COM | $2.20万 | 0.00% | 85 | -9 | -9.6% | -$2,325 | 减仓 |
| KNSL | KINSALE CAP GROUP INC COM | $2.19万 | 0.00% | 64 | -16 | -20.0% | -$5,466 | 减仓 |
| — | TOPBUILD CORP COM | $2.18万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS IN COM | $2.17万 | 0.00% | 236 | -7 | -2.9% | -$644 | 减仓 |
| ATR | APTARGROUP INC | $2.17万 | 0.00% | 172 | 36 | 26.5% | $4,537 | 加仓 |