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 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP COM USD0.01 | $2.17万 | 0.00% | 1,537 | -40 | -2.5% | -$564 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $2.16万 | 0.00% | 9,054 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $2.15万 | 0.00% | 112 | -33 | -22.8% | -$6,327 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.15万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $2.14万 | 0.00% | 1,392 | -29 | -2.0% | -$446 | 减仓 |
| ACM | AECOM | $2.14万 | 0.00% | 252 | 140 | 125.0% | $1.19万 | 加仓 |
| FTI | TECHNIPFMC PLC USD1 | $2.14万 | 0.00% | 309 | 309 | — | $2.14万 | 新建仓 |
| ONTO | ONTO INNOVATION INC COM | $2.13万 | 0.00% | 104 | 9 | 9.5% | $1,846 | 加仓 |
| CPAY | CORPAY INC COM SHS | $2.12万 | 0.00% | 73 | -7 | -8.8% | -$2,037 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $2.10万 | 0.00% | 625 | -245 | -28.2% | -$8,244 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $2.09万 | 0.00% | 233 | 75 | 47.5% | $6,737 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.09万 | 0.00% | 197 | 197 | — | $2.09万 | 新建仓 |
| JBL | JABIL INC COM | $2.07万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $2.05万 | 0.00% | 273 | -56 | -17.0% | -$4,212 | 减仓 |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEW | $2.04万 | 0.00% | 100 | 4 | 4.2% | $817 | 加仓 |
| VEEV | VEEVA SYSTEMS INC | $2.04万 | 0.00% | 116 | -48 | -29.3% | -$8,432 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.02万 | 0.00% | 107 | 107 | — | $2.02万 | 新建仓 |
| UEC | URANIUM ENERGY CORP COM ISIN #US9168961038 SEDOL #BQPCD25 | $2.02万 | 0.00% | 1,495 | 118 | 8.6% | $1,593 | 加仓 |
| CNA | CNA FINANCIAL CORP | $2.02万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $2.02万 | 0.00% | 896 | 23 | 2.6% | $517 | 加仓 |
| NMRK | NEWMARK GROUP INC CL A | $2.00万 | 0.00% | 1,335 | -2 | -0.1% | -$30 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM USD0.01 | $2.00万 | 0.00% | 543 | 13 | 2.5% | $478 | 加仓 |
| BG | BUNGE GLOBAL SA COM USD0.01 | $2.00万 | 0.00% | 157 | 25 | 18.9% | $3,180 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $1.99万 | 0.00% | 1,174 | 739 | 169.9% | $1.26万 | 加仓 |
| FLS | FLOWSERVE CORP COM USD1.25 | $1.99万 | 0.00% | 271 | 1 | 0.4% | $74 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | $1.99万 | 0.00% | 445 | -258 | -36.7% | -$1.15万 | 减仓 |
| DOCU | DOCUSIGN INC COM | $1.97万 | 0.00% | 415 | 75 | 22.1% | $3,556 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $1.97万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC COM NEW | $1.97万 | 0.00% | 1,077 | 1,077 | — | $1.97万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $1.95万 | 0.00% | 291 | 252 | 646.2% | $1.69万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $1.94万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| MEOH | METHANEX CORP COM ISIN #CA59151K1084 SEDOL #2654416 | $1.94万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COMMON STOCK | $1.93万 | 0.00% | 84 | 73 | 663.6% | $1.68万 | 加仓 |
| AXTA | AXALTA COATING SYSTEMS LTD COM USD1.00 | $1.93万 | 0.00% | 696 | 696 | — | $1.93万 | 新建仓 |
| NRC | NATIONAL RESEARCH CORPORATION COMMON STOCK DELAWARE | $1.93万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $1.92万 | 0.00% | 198 | 198 | — | $1.92万 | 新建仓 |
| AER | AERCAP HOLDINGS N.V. EUR0.01 | $1.92万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL &GAS CORP CL A | $1.92万 | 0.00% | 608 | -36 | -5.6% | -$1,137 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $1.92万 | 0.00% | 197 | -22 | -10.0% | -$2,139 | 减仓 |
| DOV | DOVER CORP COM USD1.00 | $1.91万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $1.90万 | 0.00% | 99 | 99 | — | $1.90万 | 新建仓 |
| UI | UBIQUITI INC COM | $1.90万 | 0.00% | 24 | 5 | 26.3% | $3,951 | 加仓 |
| NLR | VANECK ETF TRUST URANIUM AND NUCL | $1.90万 | 0.00% | 142 | 142 | — | $1.90万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1.89万 | 0.00% | 179 | 40 | 28.8% | $4,229 | 加仓 |
| BIIB | BIOGEN INC COM USD0.0005 | $1.89万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $1.88万 | 0.00% | 67 | 18 | 36.7% | $5,063 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $1.88万 | 0.00% | 1,732 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $1.87万 | 0.00% | 111 | 59 | 113.5% | $9,954 | 加仓 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC | $1.87万 | 0.00% | 228 | 213 | 1,420.0% | $1.75万 | 加仓 |
| STE | STERIS PLC ORD USD0.001 | $1.86万 | 0.00% | 84 | 20 | 31.2% | $4,423 | 加仓 |
| LAD | LITHIA MTRS INC COM | $1.85万 | 0.00% | 74 | 4 | 5.7% | $999 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.84万 | 0.00% | 497 | 497 | — | $1.84万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM USD0.01 | $1.83万 | 0.00% | 255 | -86 | -25.2% | -$6,171 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV (THE) ORD EUR3.50 (DI) | $1.83万 | 0.00% | 1,223 | -127 | -9.4% | -$1,899 | 减仓 |
| MLI | MUELLER INDUSTRIES INC | $1.83万 | 0.00% | 165 | 165 | — | $1.83万 | 新建仓 |
| BNS | BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #2076281 | $1.82万 | 0.00% | 263 | -30 | -10.2% | -$2,079 | 减仓 |
| VFC | V F CORP COM NPV | $1.80万 | 0.00% | 1,062 | 836 | 369.9% | $1.42万 | 加仓 |
| INVH | INVITATION HOMES INC COM | $1.80万 | 0.00% | 725 | 20 | 2.8% | $497 | 加仓 |
| REMX | VANECK ETF TRUST RARE EARTH AND S | $1.80万 | 0.00% | 205 | 205 | — | $1.80万 | 新建仓 |
| — | AVALONBAY COMMUNITIES INC COM USD0.01 | $1.80万 | 0.00% | 110 | 3 | 2.8% | $490 | 加仓 |
| VLY | VALLEY NATIONAL BANCORP COM NPV | $1.79万 | 0.00% | 1,459 | 1,088 | 293.3% | $1.34万 | 加仓 |
| ARI | APOLLO COMMERCIAL REAL ESTATE FINANCE INC | $1.79万 | 0.00% | 1,692 | -81 | -4.6% | -$855 | 减仓 |
| BYD | BOYD GAMING CORP | $1.78万 | 0.00% | 216 | -79 | -26.8% | -$6,492 | 减仓 |
| TAC | TRANSALTA CORP COM NPV ISIN #CA89346D1078 SEDOL #2901628 | $1.77万 | 0.00% | 1,353 | -51 | -3.6% | -$668 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $1.76万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP COM ISIN #CA3518581051 SEDOL #B29NF31 | $1.75万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETS INDEX FUND | $1.75万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $1.75万 | 0.00% | 1,415 | 25 | 1.8% | $309 | 加仓 |
| CVNA | CARVANA CO CL A | $1.74万 | 0.00% | 55 | -2 | -3.5% | -$633 | 减仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $1.73万 | 0.00% | 171 | 138 | 418.2% | $1.40万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1.73万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.72万 | 0.00% | 1,274 | -262 | -17.1% | -$3,540 | 减仓 |
| FLY | FIREFLY AEROSPACE INC COM | $1.72万 | 0.00% | 603 | 603 | — | $1.72万 | 新建仓 |
| CMS | CMS ENERGY CORP COM USD0.01 | $1.71万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $1.70万 | 0.00% | 271 | -37 | -12.0% | -$2,324 | 减仓 |
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $1.70万 | 0.00% | 64 | 30 | 88.2% | $7,959 | 加仓 |
| WDFC | WD 40 CO COM | $1.69万 | 0.00% | 83 | 50 | 151.5% | $1.02万 | 加仓 |
| AGX | ARGAN INC COM | $1.69万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDUSTRIES INC | $1.68万 | 0.00% | 541 | 37 | 7.3% | $1,147 | 加仓 |
| GGG | GRACO INC | $1.68万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS &RESORTS INC COM | $1.67万 | 0.00% | 874 | 635 | 265.7% | $1.22万 | 加仓 |
| IDCC | INTERDIGITAL INC | $1.66万 | 0.00% | 55 | -32 | -36.8% | -$9,664 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $1.66万 | 0.00% | 453 | 352 | 348.5% | $1.29万 | 加仓 |
| GRMN | GARMIN LTD COM CHF10.00 | $1.65万 | 0.00% | 71 | 12 | 20.3% | $2,784 | 加仓 |
| WWD | WOODWARD INC COM | $1.65万 | 0.00% | 46 | 29 | 170.6% | $1.04万 | 加仓 |
| — | HOLOGIC INC | $1.64万 | 0.00% | 217 | -1 | -0.5% | -$76 | 减仓 |
| CALX | CALIX INC | $1.64万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC OHIO COM NPV | $1.63万 | 0.00% | 128 | 31 | 32.0% | $3,959 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC COM NPV | $1.63万 | 0.00% | 280 | 280 | — | $1.63万 | 新建仓 |
| CGNX | COGNEX CORP COM | $1.63万 | 0.00% | 332 | 208 | 167.7% | $1.02万 | 加仓 |
| TXT | TEXTRON INC | $1.62万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $1.61万 | 0.00% | 98 | 78 | 390.0% | $1.29万 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $1.60万 | 0.00% | 173 | 6 | 3.6% | $554 | 加仓 |
| COHR | COHERENT CORP COM | $1.60万 | 0.00% | 67 | 62 | 1,240.0% | $1.48万 | 加仓 |
| GFF | GRIFFON CORP | $1.57万 | 0.00% | 216 | -78 | -26.5% | -$5,669 | 减仓 |
| FN | FABRINET COM USD0.01 | $1.56万 | 0.00% | 30 | 14 | 87.5% | $7,301 | 加仓 |
| LSTR | LANDSTAR SYSTEM INC COM USD0.01 | $1.55万 | 0.00% | 97 | 82 | 546.7% | $1.31万 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $1.54万 | 0.00% | 363 | 357 | 5,950.0% | $1.52万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $1.54万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $1.54万 | 0.00% | 1,527 | -53 | -3.4% | -$534 | 减仓 |