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 |
|---|---|---|---|---|---|---|---|---|
| ALK | ALASKA AIR GROUP INC COM USD0.01 | $2.83万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $2.83万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS | $2.82万 | 0.01% | 1,091 | -4,252 | -79.6% | -$10.98万 | 减仓 |
| MUR | MURPHY OIL CORP COM USD1.00 | $2.78万 | 0.01% | 855 | 9 | 1.1% | $293 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC ORD USD1 | $2.78万 | 0.01% | 344 | -7 | -2.0% | -$566 | 减仓 |
| OGS | ONE GAS INC COM USD0.01 | $2.78万 | 0.01% | 361 | 61 | 20.3% | $4,701 | 加仓 |
| TME | TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS EACH REP 2 ORD SHS CL A | $2.75万 | 0.01% | 3,299 | 149 | 4.7% | $1,244 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A | $2.75万 | 0.01% | 522 | 399 | 324.4% | $2.10万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP COM | $2.75万 | 0.01% | 383 | -2 | -0.5% | -$143 | 减仓 |
| KMX | CARMAX INC | $2.75万 | 0.01% | 519 | -117 | -18.4% | -$6,188 | 减仓 |
| KKR | KKR &CO INC COM | $2.74万 | 0.01% | 299 | 53 | 21.5% | $4,864 | 加仓 |
| NTES | NETEASE INC SPON ADR EACH REP 25 ORD SHS | $2.70万 | 0.01% | 211 | 4 | 1.9% | $513 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR FUNDAMENTAL US S | $2.70万 | 0.01% | 710 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDUSTRIES COM USD0.01 | $2.69万 | 0.01% | 222 | -40 | -15.3% | -$4,853 | 减仓 |
| REG | REGENCY CENTERS CORP COM USD0.01 | $2.69万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPON ADS EACH REPR 2 ORD SHS CLASS A | $2.68万 | 0.00% | 1,051 | -17 | -1.6% | -$433 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM ISIN #CA3759161035 SEDOL #2254645 | $2.67万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $2.67万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS &RESORTS INC COM | $2.67万 | 0.00% | 1,125 | 251 | 28.7% | $5,951 | 加仓 |
| CHH | CHOICE HOTELS INTERNATIONAL INC | $2.66万 | 0.00% | 241 | 22 | 10.0% | $2,426 | 加仓 |
| ELPC | CIA PARANAENSE DE ENERGIA COPEL SPON ADS EACH REP 4 COM SHS | $2.65万 | 0.00% | 2,278 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVESTMENT CORP COM USD1.00 | $2.62万 | 0.00% | 930 | -85 | -8.4% | -$2,397 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $2.61万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $2.60万 | 0.00% | 78 | 5 | 6.8% | $1,666 | 加仓 |
| FLR | FLUOR CORP COM USD0.01 | $2.57万 | 0.00% | 491 | -128 | -20.7% | -$6,706 | 减仓 |
| OVV | OVINTIV INC COM ISIN #US69047Q1022 SEDOL #BL3GRC2 | $2.57万 | 0.00% | 488 | -151 | -23.6% | -$7,950 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEX FUND | $2.57万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $2.56万 | 0.00% | 748 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM NPV | $2.54万 | 0.00% | 13 | -1 | -7.1% | -$1,953 | 减仓 |
| HTHT | H WORLD GROUP LIMITED SPON ADS EACH REP 10 ORD SHS | $2.54万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD COM USD0.40 | $2.53万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM USD1 | $2.53万 | 0.00% | 156 | -3 | -1.9% | -$487 | 减仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $2.52万 | 0.00% | 2,822 | -1,944 | -40.8% | -$1.73万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | $2.51万 | 0.00% | 807 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $2.51万 | 0.00% | 99 | 6 | 6.5% | $1,518 | 加仓 |
| TIMB | TIM S.A. SPON ADS EACH REP 5 ORD SHS | $2.50万 | 0.00% | 1,168 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC COM | $2.50万 | 0.00% | 430 | -11 | -2.5% | -$639 | 减仓 |
| KMI | KINDER MORGAN INC COM USD0.01 | $2.49万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2.49万 | 0.00% | 454 | 244 | 116.2% | $1.34万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $2.49万 | 0.00% | 133 | 29 | 27.9% | $5,424 | 加仓 |
| GATX | GATX CORP COM STK USD0.625 | $2.48万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC COM | $2.48万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $2.45万 | 0.00% | 65 | -2 | -3.0% | -$753 | 减仓 |
| NRC | NATIONAL RESEARCH CORPORATION COMMON STOCK DELAWARE | $2.45万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2.44万 | 0.00% | 1,536 | 262 | 20.6% | $4,161 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM USD0.01 | $2.44万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $2.43万 | 0.00% | 249 | 33 | 15.3% | $3,218 | 加仓 |
| RBLX | ROBLOX CORP CL A | $2.42万 | 0.00% | 445 | -62 | -12.2% | -$3,372 | 减仓 |
| NICE | NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 | $2.42万 | 0.00% | 266 | -409 | -60.6% | -$3.72万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $2.37万 | 0.00% | 239 | -6 | -2.4% | -$595 | 减仓 |
| NOV | NOV INC COM | $2.36万 | 0.00% | 1,274 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.36万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY COMMUNITIES INC COM USD0.01 | $2.36万 | 0.00% | 125 | 15 | 13.6% | $2,830 | 加仓 |
| SLB | SLB LIMITED TRADING | $2.35万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $2.34万 | 0.00% | 99 | -556 | -84.9% | -$13.14万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $2.33万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $2.33万 | 0.00% | 2,484 | -59 | -2.3% | -$554 | 减仓 |
| SF | STIFEL FINANCIAL CORP | $2.33万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD ISIN #CA65340P1062 SEDOL #B987K72 | $2.32万 | 0.00% | 2,470 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $2.32万 | 0.00% | 203 | -29 | -12.5% | -$3,311 | 减仓 |
| EQH | EQUITABLE HLDGS INC COM | $2.31万 | 0.00% | 527 | -90 | -14.6% | -$3,949 | 减仓 |
| NTNX | NUTANIX INC CL A | $2.31万 | 0.00% | 453 | 84 | 22.8% | $4,281 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $2.30万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $2.30万 | 0.00% | 68 | 4 | 6.2% | $1,353 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $2.29万 | 0.00% | 230 | 12 | 5.5% | $1,196 | 加仓 |
| BNS | BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #2076281 | $2.28万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SPON ADS EACH REP 1 ORD SHS | $2.27万 | 0.00% | 170 | 166 | 4,150.0% | $2.21万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $2.26万 | 0.00% | 628 | 131 | 26.4% | $4,717 | 加仓 |
| KEN | KENON HLDGS LTD COM NPV | $2.26万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $2.25万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $2.25万 | 0.00% | 248 | 131 | 112.0% | $1.19万 | 加仓 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $2.24万 | 0.00% | 937 | -21 | -2.2% | -$503 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $2.22万 | 0.00% | 41 | -3 | -6.8% | -$1,625 | 减仓 |
| GVA | GRANITE CONSTRUCTION INC | $2.21万 | 0.00% | 140 | 32 | 29.6% | $5,059 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.21万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM USD0.01 | $2.20万 | 0.00% | 1,501 | -36 | -2.3% | -$528 | 减仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | $2.20万 | 0.00% | 650 | -800 | -55.2% | -$2.71万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2.20万 | 0.00% | 248 | 66 | 36.3% | $5,848 | 加仓 |
| ERIC | ERICSSON(L.M.)(TELEF ONAKTIEBOLAGET) ADR EACH REP 1 ORD B SEK1 | $2.19万 | 0.00% | 1,962 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $2.18万 | 0.00% | 1,082 | -92 | -7.8% | -$1,856 | 减仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $2.18万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $2.17万 | 0.00% | 356 | 110 | 44.7% | $6,707 | 加仓 |
| TREX | TREX CO INC | $2.16万 | 0.00% | 432 | 27 | 6.7% | $1,351 | 加仓 |
| LAD | LITHIA MTRS INC COM | $2.15万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $2.14万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATIONAL BANCORP COM NPV | $2.14万 | 0.00% | 1,459 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINANCIAL CORP | $2.13万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV (THE) ORD EUR3.50 (DI) | $2.13万 | 0.00% | 1,222 | -1 | -0.1% | -$17 | 减仓 |
| — | TOPBUILD CORP COM | $2.13万 | 0.00% | 60 | -2 | -3.2% | -$709 | 减仓 |
| ARIS | ARIS MINING CORPORATION COM NPV ISIN #CA04040Y1097 SEDOL #BQKRCQ2 | $2.13万 | 0.00% | 1,426 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $2.13万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SERVICES INC | $2.12万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $2.11万 | 0.00% | 239 | 23 | 10.6% | $2,032 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $2.10万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GRP INC COM USD0.01 | $2.10万 | 0.00% | 42 | 2 | 5.0% | $1,001 | 加仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $2.10万 | 0.00% | 195 | 24 | 14.0% | $2,579 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $2.09万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $2.08万 | 0.00% | 249 | -24 | -8.8% | -$2,009 | 减仓 |
| RES | RPC INC COM USD0.10 | $2.08万 | 0.00% | 3,572 | 200 | 5.9% | $1,166 | 加仓 |
| PENN | PENN ENTERTAINMENT INC COM | $2.08万 | 0.00% | 972 | 193 | 24.8% | $4,122 | 加仓 |