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 |
|---|---|---|---|---|---|---|---|---|
| DXCM | DEXCOM INC | $2.07万 | 0.00% | 308 | 37 | 13.7% | $2,492 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | $2.06万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM USD1.00 | $2.06万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $2.05万 | 0.00% | 283 | -49 | -14.8% | -$3,549 | 减仓 |
| FTI | TECHNIPFMC PLC USD1 | $2.05万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.04万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEW | $2.04万 | 0.00% | 96 | -4 | -4.0% | -$851 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $2.04万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BVN | BUENAVENTURA ADR REP 1 ORD | $2.04万 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO REALTY CORP | $2.03万 | 0.00% | 314 | -51 | -14.0% | -$3,303 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $2.03万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDUSTRIES INC | $2.03万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $2.02万 | 0.00% | 220 | 35 | 18.9% | $3,211 | 加仓 |
| AER | AERCAP HOLDINGS N.V. EUR0.01 | $2.01万 | 0.00% | 138 | -2 | -1.4% | -$292 | 减仓 |
| LSTR | LANDSTAR SYSTEM INC COM USD0.01 | $2.01万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL, INC. COMMON STOCK | $2.00万 | 0.00% | 425 | 167 | 64.7% | $7,876 | 加仓 |
| CINF | CINCINNATI FINANCIAL CORP COM USD2.00 | $2.00万 | 0.00% | 108 | -75 | -41.0% | -$1.39万 | 减仓 |
| GMED | GLOBUS MEDICAL INC | $2.00万 | 0.00% | 253 | -124 | -32.9% | -$9,797 | 减仓 |
| VRNS | VARONIS SYSTEMS INC | $1.97万 | 0.00% | 469 | -35 | -6.9% | -$1,469 | 减仓 |
| IVZ | INVESCO LTD | $1.97万 | 0.00% | 745 | 130 | 21.1% | $3,431 | 加仓 |
| RH | RH COM | $1.96万 | 0.00% | 119 | -51 | -30.0% | -$8,401 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.95万 | 0.00% | 338 | 135 | 66.5% | $7,796 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM USD0.01 | $1.95万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $1.94万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.93万 | 0.00% | 29 | -13 | -31.0% | -$8,670 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $1.93万 | 0.00% | 619 | -6 | -1.0% | -$187 | 减仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $1.93万 | 0.00% | 612 | -960 | -61.1% | -$3.03万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC COM | $1.91万 | 0.00% | 58 | -6 | -9.4% | -$1,979 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR US SMALL-CAP ETF | $1.91万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $1.91万 | 0.00% | 45 | 10 | 28.6% | $4,238 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $1.91万 | 0.00% | 211 | 73 | 52.9% | $6,594 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $1.90万 | 0.00% | 9,054 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDEMNITY CO | $1.89万 | 0.00% | 79 | -70 | -47.0% | -$1.68万 | 减仓 |
| CYTK | CYTOKINETICS INC | $1.89万 | 0.00% | 222 | 43 | 24.0% | $3,663 | 加仓 |
| NMRK | NEWMARK GROUP INC CL A | $1.89万 | 0.00% | 1,251 | -84 | -6.3% | -$1,269 | 减仓 |
| GRC | GORMAN RUPP COMPANY COM STK NPV | $1.89万 | 0.00% | 206 | 23 | 12.6% | $2,110 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $1.89万 | 0.00% | 304 | 175 | 135.7% | $1.09万 | 加仓 |
| TAL | TAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS | $1.88万 | 0.00% | 1,966 | -91 | -4.4% | -$871 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC OHIO COM NPV | $1.88万 | 0.00% | 134 | 6 | 4.7% | $840 | 加仓 |
| FFIV | F5 INC COM | $1.87万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $1.87万 | 0.00% | 214 | 131 | 157.8% | $1.14万 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $1.86万 | 0.00% | 147 | 94 | 177.4% | $1.19万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $1.86万 | 0.00% | 788 | -108 | -12.1% | -$2,551 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS IN COM | $1.85万 | 0.00% | 240 | 4 | 1.7% | $308 | 加仓 |
| WD | WALKER & DUNLOP INC COM | $1.84万 | 0.00% | 337 | 8 | 2.4% | $438 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SERVICES COM USD0.01 | $1.84万 | 0.00% | 474 | -234 | -33.1% | -$9,098 | 减仓 |
| ZION | ZIONS BANCORPORATION N A COM | $1.83万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $1.83万 | 0.00% | 223 | 140 | 168.7% | $1.15万 | 加仓 |
| PPG | PPG INDUSTRIES INC COM USD1.666 | $1.83万 | 0.00% | 151 | -99 | -39.6% | -$1.20万 | 减仓 |
| MITK | MITEK SYSTEMS INC | $1.83万 | 0.00% | 909 | 21 | 2.4% | $423 | 加仓 |
| G | GENPACT LIMITED COM STK USD0.01 | $1.83万 | 0.00% | 665 | -381 | -36.4% | -$1.05万 | 减仓 |
| REMX | VANECK ETF TRUST RARE EARTH AND S | $1.81万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COMMERCIAL REAL ESTATE FINANCE INC | $1.81万 | 0.00% | 1,692 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1.81万 | 0.00% | 715 | -525 | -42.3% | -$1.33万 | 减仓 |
| IONQ | IONQ INC COM | $1.80万 | 0.00% | 338 | 117 | 52.9% | $6,231 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1.79万 | 0.00% | 4,879 | 224 | 4.8% | $822 | 加仓 |
| NN | NEXTNAV INC COMMON STOCK | $1.79万 | 0.00% | 1,003 | 164 | 19.5% | $2,924 | 加仓 |
| AXTA | AXALTA COATING SYSTEMS LTD COM USD1.00 | $1.79万 | 0.00% | 522 | -174 | -25.0% | -$5,954 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $1.79万 | 0.00% | 222 | -41 | -15.6% | -$3,299 | 减仓 |
| FIVE | FIVE BELOW INC | $1.78万 | 0.00% | 99 | -83 | -45.6% | -$1.49万 | 减仓 |
| CVNA | CARVANA CO CL A | $1.78万 | 0.00% | 270 | -5 | -1.8% | -$329 | 减仓 |
| HIMS | HIMS &HERS HEALTH INC COM CL A | $1.77万 | 0.00% | 511 | 181 | 54.8% | $6,272 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1.76万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC COM USD0.001 | $1.76万 | 0.00% | 387 | 166 | 75.1% | $7,556 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 | $1.76万 | 0.00% | 392 | -269 | -40.7% | -$1.21万 | 减仓 |
| GIB | CGI INC COM NPV SUBORD VOTING SHARES CLASS A ISIN #CA12532H1047 SEDOL #BJ2L575 | $1.76万 | 0.00% | 272 | -300 | -52.4% | -$1.94万 | 减仓 |
| ZTS | ZOETIS INC | $1.75万 | 0.00% | 244 | -20 | -7.6% | -$1,437 | 减仓 |
| MMS | MAXIMUS INC | $1.75万 | 0.00% | 326 | -64 | -16.4% | -$3,441 | 减仓 |
| BC | BRUNSWICK CORP | $1.74万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| FN | FABRINET COM USD0.01 | $1.74万 | 0.00% | 31 | 1 | 3.3% | $562 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $1.74万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS INC | $1.72万 | 0.00% | 141 | 19 | 15.6% | $2,324 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $1.72万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $1.72万 | 0.00% | 120 | 19 | 18.8% | $2,716 | 加仓 |
| ATR | APTARGROUP INC | $1.70万 | 0.00% | 136 | -36 | -20.9% | -$4,507 | 减仓 |
| DOCU | DOCUSIGN INC COM | $1.69万 | 0.00% | 381 | -34 | -8.2% | -$1,510 | 减仓 |
| CMS | CMS ENERGY CORP COM USD0.01 | $1.69万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC COM NPV | $1.69万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $1.68万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $1.67万 | 0.00% | 75 | 15 | 25.0% | $3,346 | 加仓 |
| GNRC | GENERAC HLDGS INC COM USD0.01 | $1.67万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 | $1.66万 | 0.00% | 13 | -7 | -35.0% | -$8,943 | 减仓 |
| NLR | VANECK ETF TRUST URANIUM AND NUCL | $1.65万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $1.65万 | 0.00% | 223 | 112 | 100.9% | $8,288 | 加仓 |
| SIGI | SELECTIVE INSURANCE GROUP INC | $1.65万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC COM USD0.01 | $1.65万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL &GAS CORP CL A | $1.65万 | 0.00% | 644 | 36 | 5.9% | $921 | 加仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $1.63万 | 0.00% | 499 | 137 | 37.8% | $4,488 | 加仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES INC | $1.63万 | 0.00% | 58 | -8 | -12.1% | -$2,245 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A | $1.63万 | 0.00% | 900 | -133 | -12.9% | -$2,405 | 减仓 |
| DLTR | DOLLAR TREE INC | $1.62万 | 0.00% | 134 | -125 | -48.3% | -$1.51万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | $1.62万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP COM | $1.61万 | 0.00% | 458 | 95 | 26.2% | $3,338 | 加仓 |
| VNO | VORNADO REALTY TRUST COM SHS OF BEN INT USD0.04 | $1.61万 | 0.00% | 409 | 169 | 70.4% | $6,642 | 加仓 |
| TSN | TYSON FOODS INC | $1.60万 | 0.00% | 280 | -186 | -39.9% | -$1.06万 | 减仓 |
| BOKF | BOK FINANCIAL CORP | $1.60万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1.58万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDUSTRIES INC | $1.57万 | 0.00% | 504 | -37 | -6.8% | -$1,156 | 减仓 |
| IDCC | INTERDIGITAL INC | $1.56万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO | $1.55万 | 0.00% | 221 | -89 | -28.7% | -$6,228 | 减仓 |