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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $8,834.10万 | 18.28% | 275,369 | 8,940 | 3.4% | $286.80万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $6,390.99万 | 13.22% | 850,997 | 100,439 | 13.4% | $754.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,727.40万 | 3.57% | 46,665 | -1,783 | -3.7% | -$66.00万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $1,628.01万 | 3.37% | 117,699 | 38,403 | 48.4% | $531.19万 | 加仓 |
| AAPL | APPLE INC | $1,495.12万 | 3.09% | 58,912 | 664 | 1.1% | $16.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,452.14万 | 3.00% | 83,265 | 311 | 0.4% | $5.42万 | 加仓 |
| LLY | ELI LILLY &CO COM | $1,331.25万 | 2.75% | 14,474 | 31 | 0.2% | $2.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $1,152.46万 | 2.38% | 213,221 | 32,332 | 17.9% | $174.75万 | 加仓 |
| AMZN | AMAZON.COM INC | $758.16万 | 1.57% | 36,403 | 125 | 0.3% | $2.60万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $719.44万 | 1.49% | 25,019 | -53 | -0.2% | -$1.52万 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 | $713.97万 | 1.48% | 201,458 | -1,899 | -0.9% | -$6.73万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $580.53万 | 1.20% | 20,238 | 123 | 0.6% | $3.53万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $534.25万 | 1.11% | 69,284 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $477.95万 | 0.99% | 12,894 | 26 | 0.2% | $9,638 | 加仓 |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | $443.38万 | 0.92% | 12,435 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $442.42万 | 0.92% | 45,549 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $375.90万 | 0.78% | 6,570 | 11 | 0.2% | $6,294 | 加仓 |
| AVGO | BROADCOM INC COM | $342.32万 | 0.71% | 11,060 | 218 | 2.0% | $6.75万 | 加仓 |
| JPM | JPMORGAN CHASE &CO. COM | $298.51万 | 0.62% | 10,148 | -36 | -0.4% | -$1.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $290.02万 | 0.60% | 8,582 | -59 | -0.7% | -$1.99万 | 减仓 |
| TSLA | TESLA INC COM | $277.79万 | 0.57% | 7,472 | 118 | 1.6% | $4.39万 | 加仓 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $272.40万 | 0.56% | 42,509 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $255.24万 | 0.53% | 4,271 | 3,820 | 847.0% | $228.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $226.52万 | 0.47% | 4,727 | 2 | 0.0% | $958 | 加仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $214.63万 | 0.44% | 1,625 | -25 | -1.5% | -$3.30万 | 减仓 |
| V | VISA INC | $213.36万 | 0.44% | 7,059 | 4 | 0.1% | $1,209 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | $194.75万 | 0.40% | 22,091 | -1,071 | -4.6% | -$9.44万 | 减仓 |
| — | EXXON MOBIL CORP COM | $168.38万 | 0.35% | 9,925 | -16 | -0.2% | -$2,714 | 减仓 |
| ABBV | ABBVIE INC COM USD0.01 | $167.99万 | 0.35% | 7,724 | -16 | -0.2% | -$3,480 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $167.40万 | 0.35% | 10,959 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $158.48万 | 0.33% | 12,752 | -1 | -0.0% | -$124 | 减仓 |
| COST | COSTCO WHOLESALE CORP COM | $152.95万 | 0.32% | 1,535 | 14 | 0.9% | $1.40万 | 加仓 |
| JNJ | JOHNSON &JOHNSON COM | $145.64万 | 0.30% | 5,958 | 149 | 2.6% | $3.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $145.17万 | 0.30% | 1,716 | -25 | -1.4% | -$2.11万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $137.38万 | 0.28% | 12,448 | 12,448 | — | $137.38万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $136.86万 | 0.28% | 2,739 | 6 | 0.2% | $2,998 | 加仓 |
| RTX | RTX CORPORATION COM USD1.00 | $135.94万 | 0.28% | 7,047 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $133.32万 | 0.28% | 13,866 | 42 | 0.3% | $4,038 | 加仓 |
| AZN | ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 | $131.47万 | 0.27% | 6,666 | 6,666 | — | $131.47万 | 新建仓 |
| HD | HOME DEPOT INC | $125.04万 | 0.26% | 3,802 | -11 | -0.3% | -$3,618 | 减仓 |
| CAT | CATERPILLAR INC COM | $121.15万 | 0.25% | 1,710 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $119.83万 | 0.25% | 8,192 | 205 | 2.6% | $3.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $119.24万 | 0.25% | 3,529 | 152 | 4.5% | $5.14万 | 加仓 |
| ORCL | ORACLE CORP | $118.91万 | 0.25% | 8,083 | -67 | -0.8% | -$9,856 | 减仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $115.11万 | 0.24% | 20,270 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $114.98万 | 0.24% | 5,652 | 5 | 0.1% | $1,017 | 加仓 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $112.37万 | 0.23% | 3,288 | 22 | 0.7% | $7,519 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $108.44万 | 0.22% | 5,241 | 8 | 0.2% | $1,655 | 加仓 |
| TJX | TJX COMPANIES INC | $106.21万 | 0.22% | 6,651 | -4 | -0.1% | -$639 | 减仓 |
| BCX | BLACKROCK RES &COMMODITIES ST SHS | $104.55万 | 0.22% | 86,764 | 86,764 | — | $104.55万 | 新建仓 |
| AMGN | AMGEN INC | $102.88万 | 0.21% | 2,924 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $101.84万 | 0.21% | 3,367 | -7 | -0.2% | -$2,117 | 减仓 |
| SHEL | SHELL PLC SPON ADS EA REP 2 ORD SHS | $101.25万 | 0.21% | 10,887 | -55 | -0.5% | -$5,115 | 减仓 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $100.78万 | 0.21% | 5,136 | 321 | 6.7% | $6.30万 | 加仓 |
| MRK | MERCK &CO. INC COM | $98.67万 | 0.20% | 8,202 | 136 | 1.7% | $1.64万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $98.24万 | 0.20% | 4,598 | -18 | -0.4% | -$3,846 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETF | $96.69万 | 0.20% | 5,425 | 5,425 | — | $96.69万 | 新建仓 |
| CSCO | CISCO SYSTEMS INC | $93.19万 | 0.19% | 12,011 | 22 | 0.2% | $1,707 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK FD UNIT | $92.27万 | 0.19% | 31,873 | -2,923 | -8.4% | -$8.46万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $91.79万 | 0.19% | 18,829 | -55 | -0.3% | -$2,681 | 减仓 |
| KO | COCA-COLA CO | $88.80万 | 0.18% | 11,676 | -348 | -2.9% | -$2.65万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $86.42万 | 0.18% | 2,008 | 2,008 | — | $86.42万 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL | $85.75万 | 0.18% | 4,161 | -8 | -0.2% | -$1,649 | 减仓 |
| KLAC | KLA CORP COM NEW | $84.50万 | 0.17% | 574 | -13 | -2.2% | -$1.91万 | 减仓 |
| IGF | ISHARES TR GLB INFRASTR ETF | $82.95万 | 0.17% | 12,380 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $82.82万 | 0.17% | 6,091 | 106 | 1.8% | $1.44万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC COM | $81.55万 | 0.17% | 3,133 | 2 | 0.1% | $521 | 加仓 |
| GE | GE AEROSPACE COM NEW | $81.50万 | 0.17% | 2,872 | 136 | 5.0% | $3.86万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $80.88万 | 0.17% | 11,595 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO COM | $79.12万 | 0.16% | 5,478 | -84 | -1.5% | -$1.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $78.48万 | 0.16% | 10,911 | 65 | 0.6% | $4,675 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $76.07万 | 0.16% | 30,737 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $75.24万 | 0.16% | 6,343 | -18 | -0.3% | -$2,135 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP COM USD5 | $74.91万 | 0.15% | 3,600 | 17 | 0.5% | $3,537 | 加仓 |
| KGC | KINROSS GOLD CORP COM NPV ISIN #CA4969024047 SEDOL #B03Z841 | $74.19万 | 0.15% | 24,308 | 0 | 0.0% | — | 不变 |
| SAP | SAP ADR REP 1 ORD | $73.84万 | 0.15% | 4,313 | 1 | 0.0% | $171 | 加仓 |
| PCAR | PACCAR INC COM USD1.00 | $71.88万 | 0.15% | 6,223 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $71.41万 | 0.15% | 6,955 | -1 | -0.0% | -$103 | 减仓 |
| NEE | NEXTERA ENERGY INC COM USD0.01 | $71.19万 | 0.15% | 7,665 | 18 | 0.2% | $1,672 | 加仓 |
| MCK | MCKESSON CORP | $70.51万 | 0.15% | 815 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $68.78万 | 0.14% | 1,221 | -19 | -1.5% | -$1.07万 | 减仓 |
| SBUX | STARBUCKS CORP COM USD0.001 | $67.90万 | 0.14% | 7,579 | -405 | -5.1% | -$3.63万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $66.92万 | 0.14% | 5,069 | -25 | -0.5% | -$3,300 | 减仓 |
| GNR | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $66.60万 | 0.14% | 8,919 | 8,919 | — | $66.60万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | $66.32万 | 0.14% | 3,416 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $65.90万 | 0.14% | 4,660 | 1,060 | 29.4% | $14.99万 | 加仓 |
| PEP | PEPSICO INC | $65.70万 | 0.14% | 4,231 | -21 | -0.5% | -$3,261 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $65.39万 | 0.14% | 30,919 | 30,482 | 6,975.3% | $64.47万 | 加仓 |
| LIN | LINDE PLC COM EUR0.001 | $65.24万 | 0.13% | 1,316 | -48 | -3.5% | -$2.38万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM USD0.0001 | $64.92万 | 0.13% | 4,050 | 648 | 19.0% | $10.39万 | 加仓 |
| MS | MORGAN STANLEY COM USD0.01 | $64.64万 | 0.13% | 3,928 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $64.14万 | 0.13% | 735 | 36 | 5.2% | $3.14万 | 加仓 |
| UBS | UBS GROUP AG | $63.89万 | 0.13% | 16,352 | -1 | -0.0% | -$39 | 减仓 |
| UNP | UNION PAC CORP COM | $63.35万 | 0.13% | 2,611 | -183 | -6.5% | -$4.44万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.21万 | 0.13% | 2,262 | 101 | 4.7% | $2.73万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $59.46万 | 0.12% | 6,327 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD S CORP | $59.36万 | 0.12% | 1,910 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V EUR0.01 NEW | $59.09万 | 0.12% | 1,746 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS | $59.01万 | 0.12% | 28,507 | -55 | -0.2% | -$1,139 | 减仓 |
| CHD | CHURCH &DWIGHT CO INC COM | $58.54万 | 0.12% | 6,273 | -65 | -1.0% | -$6,066 | 减仓 |