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Basecamp Wealth Advisors LLC

SEC CIK
0002115254
最新申報
2026/8/14

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/6/24 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
2,013
較 2025 年第 4 季 +261
總值
$4.83 億
較 2025 年第 4 季 +$1,386 萬 (+3.0%)
申報日
2026/6/24
SEC
Basecamp Wealth Advisors LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Total Stock Market ETF922908769ETF275,369$8,834 萬18.3%+8,940+3.4%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF850,997$6,391 萬13.2%+100,439+13.4%加碼–
MSFTMicrosoft CorpStock46,665$1,727 萬3.6%−1,783−3.7%減碼歷史
Vanguard Total World Stock ETF922042742ETF117,699$1,628 萬3.4%+38,403+48.4%加碼–
AAPLApple Inc.Stock58,912$1,495 萬3.1%+664+1.1%加碼歷史
NVDANVIDIA CorpStock83,265$1,452 萬3.0%+311+0.4%加碼歷史
LLYEli Lilly & CoStock14,474$1,331 萬2.8%+31+0.2%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF213,221$1,152 萬2.4%+32,332+17.9%加碼–
AMZNAmazon Com IncStock36,403$758.2 萬1.6%+125+0.3%加碼歷史
GOOGLAlphabet Inc.Stock25,019$719.4 萬1.5%−53−0.2%減碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR201,458$714.0 萬1.5%−1,899−0.9%減碼歷史
GOOGAlphabet Inc.Stock20,238$580.5 萬1.2%+123+0.6%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F69,284$534.2 萬1.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF12,894$478.0 萬1.0%+26+0.2%加碼–
iShares Tr464287622RUS 1000 ETF12,435$443.4 萬0.9%00.0%不變–
iShares MSCI Eafe ETF464287465ETF45,549$442.4 萬0.9%00.0%不變–
METAMeta Platforms, Inc.Stock6,570$375.9 萬0.8%+11+0.2%加碼歷史
AVGOBroadcom Inc.Stock11,060$342.3 萬0.7%+218+2.0%加碼歷史
JPMJPMorgan Chase & CoStock10,148$298.5 萬0.6%−36−0.4%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,582$290.0 萬0.6%−59−0.7%減碼歷史
TSLATesla, Inc.Stock7,472$277.8 萬0.6%+118+1.6%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF42,509$272.4 萬0.6%00.0%不變–
Vanguard S&P 500 ETF922908363ETF4,271$255.2 萬0.5%+3,820+847.0%加碼–
BRK.BBerkshire Hathaway IncStock4,727$226.5 萬0.5%+20.0%加碼歷史
ASMLASML Holding NVADR1,625$214.6 萬0.4%−25−1.5%減碼歷史
VVisa Inc.Stock7,059$213.4 萬0.4%+4+0.1%加碼歷史
IAUiShares Gold TrustETF22,091$194.8 萬0.4%−1,071−4.6%減碼歷史
XOMExxonMobil Holdings CorpCOM9,925$168.4 萬0.3%−16−0.2%減碼歷史
ABBVAbbVie Inc.Stock7,724$168.0 萬0.3%−16−0.2%減碼歷史
NVSNovartis AGADR10,959$167.4 萬0.3%00.0%不變歷史
WMTWalmart Inc.Stock12,752$158.5 萬0.3%−10.0%減碼歷史
COSTCostco Wholesale CorpStock1,535$153.0 萬0.3%+14+0.9%加碼歷史
JNJJohnson & JohnsonStock5,958$145.6 萬0.3%+149+2.6%加碼歷史
GSGoldman Sachs Group IncStock1,716$145.2 萬0.3%−25−1.4%減碼歷史
iShares Tips Bond ETF464287176ETF12,448$137.4 萬0.3%+12,448新進–
MAMastercard IncStock2,739$136.9 萬0.3%+6+0.2%加碼歷史
RTXRTX CorpStock7,047$135.9 萬0.3%00.0%不變歷史
NFLXNetflix IncStock13,866$133.3 萬0.3%+42+0.3%加碼歷史
AZNAstraZeneca PLCADR6,666$131.5 萬0.3%00.0%不變依 1 比 2 拆股換算歷史
HDHome Depot, Inc.Stock3,802$125.0 萬0.3%−11−0.3%減碼歷史
CATCaterpillar IncStock1,710$121.1 萬0.3%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock8,192$119.8 萬0.2%+205+2.6%加碼歷史
MUMicron Technology IncStock3,529$119.2 萬0.2%+152+4.5%加碼歷史
ORCLOracle CorpStock8,083$118.9 萬0.2%−67−0.8%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF20,270$115.1 萬0.2%00.0%不變–
AMDAdvanced Micro Devices IncStock5,652$115.0 萬0.2%+5+0.1%加碼歷史
AMATApplied Materials IncStock3,288$112.4 萬0.2%+22+0.7%加碼歷史
CVXChevron CorpStock5,241$108.4 萬0.2%+8+0.2%加碼歷史
TJXTJX Companies IncStock6,651$106.2 萬0.2%−4−0.1%減碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS86,764$104.6 萬0.2%+86,764新進歷史
AMGNAmgen IncStock2,924$102.9 萬0.2%00.0%不變歷史
AXPAmerican Express CoStock3,367$101.8 萬0.2%−7−0.2%減碼歷史
SHELShell plcADR10,887$101.2 萬0.2%−55−0.5%減碼歷史
Vanguard Morningstar Value ETF922908744ETF5,136$100.8 萬0.2%+321+6.7%加碼–
MRKMerck & Co., Inc.Stock8,202$98.7 萬0.2%+136+1.7%加碼歷史
LRCXLam Research CorpStock4,598$98.2 萬0.2%−18−0.4%減碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS5,425$96.7 萬0.2%+5,425新進歷史
CSCOCisco Systems, Inc.Stock12,011$93.2 萬0.2%+22+0.2%加碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT31,873$92.3 萬0.2%−2,923−8.4%減碼歷史
BACBank of America CorpStock18,829$91.8 萬0.2%−55−0.3%減碼歷史
KOCoca Cola CoStock11,676$88.8 萬0.2%−348−2.9%減碼歷史
GLDSPDR Gold TrustETF2,008$86.4 萬0.2%+2,008新進歷史
TMToyota Motor CorpADS4,161$85.8 萬0.2%−8−0.2%減碼歷史
KLACKLA CorpCOM NEW574$84.5 萬0.2%−13−2.2%減碼歷史
iShares Tr464288372GLB INFRASTR ETF12,380$82.9 萬0.2%00.0%不變–
GLWCorning IncCOM6,091$82.8 萬0.2%+106+1.8%加碼歷史
ITWIllinois Tool Works IncStock3,133$81.5 萬0.2%+2+0.1%加碼歷史
GEGeneral Electric CoStock2,872$81.5 萬0.2%+136+5.0%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF11,595$80.9 萬0.2%00.0%不變–
PGProcter & Gamble CoStock5,478$79.1 萬0.2%−84−1.5%減碼歷史
UBERUber Technologies, IncStock10,911$78.5 萬0.2%+65+0.6%加碼歷史
Schwab International Equity ETF808524805ETF30,737$76.1 萬0.2%00.0%不變–
SHOPShopify Inc.Stock6,343$75.2 萬0.2%−18−0.3%減碼歷史
PNCPNC Financial Services Group, Inc.Stock3,600$74.9 萬0.2%+17+0.5%加碼歷史
KGCKinross Gold CorpCOM24,308$74.2 萬0.2%00.0%不變歷史
SAPSAP SEADR4,313$73.8 萬0.2%+10.0%加碼歷史
PCARPaccar IncCOM6,223$71.9 萬0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock6,955$71.4 萬0.1%−10.0%減碼歷史
NEENextera Energy IncStock7,665$71.2 萬0.1%+18+0.2%加碼歷史
MCKMcKesson CorpStock815$70.5 萬0.1%00.0%不變歷史
DEDeere & CoStock1,221$68.8 萬0.1%−19−1.5%減碼歷史
SBUXStarbucks CorpStock7,579$67.9 萬0.1%−405−5.1%減碼歷史
COPConocoPhillipsStock5,069$66.9 萬0.1%−25−0.5%減碼歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF8,919$66.6 萬0.1%+8,919新進–
TXNTexas Instruments IncStock3,416$66.3 萬0.1%00.0%不變歷史
iShares Tr46435G425ESG AWR MSCI USA4,660$65.9 萬0.1%+1,060+29.4%加碼–
PEPPepsiCo IncStock4,231$65.7 萬0.1%−21−0.5%減碼歷史
NLYAnnaly Capital Management IncREIT30,919$65.4 萬0.1%+30,482+6,975.3%加碼歷史
LINLinde PLCStock1,316$65.2 萬0.1%−48−3.5%減碼歷史
PANWPalo Alto Networks IncStock4,050$64.9 萬0.1%+648+19.0%加碼歷史
MSMorgan StanleyStock3,928$64.6 萬0.1%00.0%不變歷史
GEVGE Vernova Inc.Stock735$64.1 萬0.1%+36+5.2%加碼歷史
UBSUBS Group AGStock16,352$63.9 萬0.1%−10.0%減碼歷史
UNPUnion Pacific CorpStock2,611$63.3 萬0.1%−183−6.5%減碼歷史
UNHUnitedHealth Group IncStock2,262$61.2 萬0.1%+101+4.7%加碼歷史
SCHWSchwab Charles CorpStock6,327$59.5 萬0.1%00.0%不變歷史
MCDMcDonalds CorpStock1,910$59.4 萬0.1%00.0%不變歷史
RACEFerrari N.V.COM1,746$59.1 萬0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR28,507$59.0 萬0.1%−55−0.2%減碼歷史
CHDChurch & Dwight Co IncCOM6,273$58.5 萬0.1%−65−1.0%減碼歷史

2025 年第 4 季之後清倉（187 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 187 檔。

Basecamp Wealth Advisors LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Cyberark Software LtdM2682V108SHS322$14.4 萬<0.1%–
QGENQiagen N.V.COMMON STOCK2,686$12.1 萬<0.1%歷史
iShares MSCI USA Quality Factor ETF46432F339ETF352$6.99 萬<0.1%–
Avidity Biosciences, Inc.05370A108COM754$5.44 萬<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF472$4.89 萬<0.1%–
FEFirstenergy CorpCOM881$3.94 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM820$3.51 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM765$3.04 萬<0.1%歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF513$2.40 萬<0.1%–
FCNCAFirst Citizens Bancshares IncCL A11$2.36 萬<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF197$2.11 萬<0.1%–
RDDTReddit, Inc.Stock83$1.91 萬<0.1%歷史
CRLCharles River Laboratories International, Inc.COM94$1.88 萬<0.1%歷史
EXASExact Sciences CorpCOM183$1.86 萬<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM188$1.79 萬<0.1%歷史
LLoews CorpCOM150$1.58 萬<0.1%歷史
HHyatt Hotels CorpCOM CL A96$1.54 萬<0.1%歷史
TLNTalen Energy CorpCOM40$1.50 萬<0.1%歷史
Neos ETF Trust78433H642BITCOIN HIGH INC323$1.42 萬<0.1%–
UUnity Software Inc.COM320$1.41 萬<0.1%歷史
CELHCelsius Holdings, Inc.COM NEW272$1.24 萬<0.1%歷史
APOApollo Global Management, Inc.COM81$1.17 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM247$1.10 萬<0.1%歷史
TRMBTrimble Inc.COM137$1.07 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW214$1.07 萬<0.1%歷史
ALGNAlign Technology IncCOM64$9,994<0.1%歷史
AALAmerican Airlines Group Inc.Stock642$9,842<0.1%歷史
CMAComerica IncCOM109$9,475<0.1%歷史
USFDUS Foods Holding Corp.COM126$9,467<0.1%歷史
RHPRyman Hospitality Properties, Inc.COM96$9,084<0.1%歷史
KDPKeurig Dr Pepper Inc.COM321$8,991<0.1%歷史
ELANElanco Animal Health IncCOM393$8,885<0.1%歷史
UPSTUpstart Holdings, Inc.COM201$8,790<0.1%歷史
GPIGroup 1 Automotive IncCOM22$8,653<0.1%歷史
PATHUiPath, Inc.Stock516$8,457<0.1%歷史
ADCAgree Realty CorpCOM112$8,067<0.1%歷史
CRBGCorebridge Financial, Inc.COM258$7,784<0.1%歷史
SMCISuper Micro Computer, Inc.Stock257$7,522<0.1%歷史
ELEstee Lauder Companies IncCL A70$7,330<0.1%歷史
VCYTVeracyte, Inc.COM171$7,199<0.1%歷史
RYANRyan Specialty Holdings, Inc.CL A136$7,022<0.1%歷史
GLPIGaming & Leisure Properties, Inc.COM153$6,838<0.1%歷史
WSMWilliams Sonoma IncCOM38$6,786<0.1%歷史
RIVNRivian Automotive, Inc.Stock335$6,603<0.1%歷史
PRMBPrimo Brands CorpCLASS A COM SHS399$6,524<0.1%歷史
APPFAppfolio IncCOM CL A28$6,514<0.1%歷史
MARAMARA Holdings, Inc.COM721$6,475<0.1%歷史
CFLTConfluent, Inc.CLASS A COM201$6,078<0.1%歷史
FRPTFreshpet, Inc.Stock98$5,971<0.1%歷史
KVUEKenvue Inc.Stock314$5,417<0.1%歷史
SRSpire IncCOM58$4,797<0.1%歷史
ZWSZurn Elkay Water Solutions CorpCOM99$4,603<0.1%歷史
TPHTri Pointe Homes, Inc.COM141$4,437<0.1%歷史
BKHBlack Hills CorpCOM63$4,373<0.1%歷史
NNNNNN REIT, Inc.REIT104$4,122<0.1%歷史
IFFInternational Flavors & Fragrances IncCOM61$4,111<0.1%歷史
CROXCrocs, Inc.COM44$3,763<0.1%歷史
HWCHancock Whitney CorpCOM57$3,630<0.1%歷史
TELFYTelefonica S ASPONSORED ADR877$3,552<0.1%歷史
TUTelus CorpCOM263$3,464<0.1%歷史
AUBAtlantic Union Bankshares CorpCOM98$3,459<0.1%歷史
ETSYEtsy IncCOM59$3,271<0.1%歷史
VTYXVentyx Biosciences, Inc.COM362$3,269<0.1%歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS82$3,231<0.1%歷史
MBCMasterBrand, Inc.COMMON STOCK283$3,124<0.1%歷史
DXCDXC Technology CoStock212$3,106<0.1%歷史
BENFranklin Templeton IncCOM115$2,747<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM72$2,741<0.1%歷史
TOSTToast, Inc.Stock76$2,699<0.1%歷史
AVTRAvantor, Inc.COM205$2,349<0.1%歷史
SONSonoco Products CoCOM53$2,313<0.1%歷史
RAPTRAPT Therapeutics, Inc.COM NEW68$2,303<0.1%歷史
FIBKFirst Interstate Bancsystem IncCOM64$2,214<0.1%歷史
LEUCentrus Energy CorpStock9$2,185<0.1%歷史
ALABAstera Labs, Inc.Stock13$2,161<0.1%歷史
UGIUgi CorpStock57$2,134<0.1%歷史
CVICVR Energy IncCOM76$1,933<0.1%歷史
PEBPebblebrook Hotel TrustCOM167$1,890<0.1%歷史
DEIDouglas Emmett IncCOM170$1,868<0.1%歷史
GTYGetty Realty CorpCOM67$1,834<0.1%歷史
AVAAvista CorpCOM47$1,811<0.1%歷史
AURAurora Innovation, Inc.CLASS A COM468$1,797<0.1%歷史
LYFTLyft, Inc.CL A COM92$1,782<0.1%歷史
CRCCalifornia Resources CorpCOM STOCK39$1,744<0.1%歷史
FULTFulton Financial CorpCOM85$1,643<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW74$1,595<0.1%歷史
WSWorthington Steel, Inc.COM SHS46$1,593<0.1%歷史
FRGEForge Global Holdings, Inc.Stock35$1,560<0.1%歷史
IDYAIDEAYA Biosciences, Inc.COM45$1,556<0.1%歷史
PKPark Hotels & Resorts Inc.COM148$1,548<0.1%歷史
ABGAsbury Automotive Group IncCOM6$1,395<0.1%歷史
INDIindie Semiconductor, Inc.CLASS A COM394$1,391<0.1%歷史
RCUSArcus Biosciences, Inc.COM58$1,382<0.1%歷史
BNLBroadstone Net Lease, Inc.COM78$1,355<0.1%歷史
PRAProassurance CorpCOM55$1,329<0.1%歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A28$1,271<0.1%歷史
ATXSAstria Therapeutics, Inc.COM97$1,270<0.1%歷史
KTBKontoor Brands, Inc.Stock20$1,222<0.1%歷史
NVRIEnviri CorpCOM65$1,165<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM119$1,151<0.1%歷史