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Basecamp Wealth Advisors LLC

SEC CIK
0002115254
最新申報
2026/8/14

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
1,822
較 2026 年第 1 季 −191
總值
$5.37 億
較 2026 年第 1 季 +$5,406 萬 (+11.2%)
申報日
2026/8/14
SEC
Basecamp Wealth Advisors LLC 在 2026 年第 2 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 ETF922908769ETF270,908$1.00 億18.7%−4,461−1.6%減碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF826,521$6,922 萬12.9%−24,476−2.9%減碼–
Vanguard Total World Stock ETF922042742ETF114,837$1,802 萬3.4%−2,862−2.4%減碼–
LLYEli Lilly & CoStock14,478$1,737 萬3.2%+40.0%加碼歷史
MSFTMicrosoft CorpStock45,880$1,711 萬3.2%−785−1.7%減碼歷史
AAPLApple Inc.Stock59,064$1,709 萬3.2%+152+0.3%加碼歷史
NVDANVIDIA CorpStock83,377$1,668 萬3.1%+112+0.1%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF213,221$1,273 萬2.4%00.0%不變–
GOOGLAlphabet Inc.Stock25,127$898.0 萬1.7%+108+0.4%加碼歷史
AMZNAmazon Com IncStock36,396$867.5 萬1.6%−70.0%減碼歷史
GOOGAlphabet Inc.Stock20,298$717.2 萬1.3%+60+0.3%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR201,458$607.8 萬1.1%00.0%不變歷史
Vanguard Star FDS921909768VG TL INTL STK F69,284$592.3 萬1.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF12,875$549.0 萬1.0%−19−0.1%減碼–
iShares Tr464287622RUS 1000 ETF12,360$506.1 萬0.9%−75−0.6%減碼–
iShares MSCI Eafe ETF464287465ETF45,549$473.2 萬0.9%00.0%不變–
AVGOBroadcom Inc.Stock11,084$418.7 萬0.8%+24+0.2%加碼歷史
MUMicron Technology IncStock3,581$413.4 萬0.8%+52+1.5%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,569$409.3 萬0.8%−13−0.2%減碼歷史
METAMeta Platforms, Inc.Stock6,549$368.9 萬0.7%−21−0.3%減碼歷史
AMDAdvanced Micro Devices IncStock5,778$335.6 萬0.6%+126+2.2%加碼歷史
JPMJPMorgan Chase & CoStock10,141$332.0 萬0.6%−7−0.1%減碼歷史
ASMLASML Holding NVADR1,625$323.3 萬0.6%00.0%不變歷史
TSLATesla, Inc.Stock7,591$319.3 萬0.6%+119+1.6%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF42,509$302.9 萬0.6%00.0%不變–
Vanguard S&P 500 ETF922908363ETF4,286$294.4 萬0.5%+15+0.4%加碼–
BRK.BBerkshire Hathaway IncStock4,772$238.8 萬0.4%+45+1.0%加碼歷史
AMATApplied Materials IncStock3,286$237.6 萬0.4%−2−0.1%減碼歷史
VVisa Inc.Stock6,808$233.6 萬0.4%−251−3.6%減碼歷史
LRCXLam Research CorpStock4,718$204.4 萬0.4%+120+2.6%加碼歷史
ABBVAbbVie Inc.Stock7,722$194.3 萬0.4%−20.0%減碼歷史
CATCaterpillar IncStock1,717$182.8 萬0.3%+7+0.4%加碼歷史
KLACKLA CorpCOM NEW5,799$175.0 萬0.3%+59+1.0%加碼依 10 比 1 拆股換算歷史
GSGoldman Sachs Group IncStock1,728$174.8 萬0.3%+12+0.7%加碼歷史
INTCIntel CorpStock12,438$173.7 萬0.3%+629+5.3%加碼歷史
NVSNovartis AGADR10,959$171.7 萬0.3%00.0%不變歷史
IAUiShares Gold TrustETF22,091$166.8 萬0.3%00.0%不變歷史
GLWCorning IncCOM6,082$155.4 萬0.3%−9−0.1%減碼歷史
JNJJohnson & JohnsonStock5,803$147.4 萬0.3%−155−2.6%減碼歷史
WMTWalmart Inc.Stock12,747$144.4 萬0.3%−50.0%減碼歷史
COSTCostco Wholesale CorpStock1,521$142.3 萬0.3%−14−0.9%減碼歷史
CSCOCisco Systems, Inc.Stock12,011$141.1 萬0.3%00.0%不變歷史
iShares Tr464287234MSCI EMG MKT ETF20,270$138.7 萬0.3%00.0%不變–
PANWPalo Alto Networks IncStock4,048$138.0 萬0.3%−20.0%減碼歷史
XOMExxonMobil Holdings CorpCOM9,917$135.6 萬0.3%−8−0.1%減碼歷史
RTXRTX CorpStock7,119$135.1 萬0.3%+72+1.0%加碼歷史
HDHome Depot, Inc.Stock3,820$134.7 萬0.3%+18+0.5%加碼歷史
AZNAstraZeneca PLCADR6,666$126.4 萬0.2%00.0%不變歷史
ORCLOracle CorpStock8,216$120.4 萬0.2%+133+1.6%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS26,554$119.8 萬0.2%+1,276+5.0%加碼歷史
MAMastercard IncStock2,318$119.1 萬0.2%−421−15.4%減碼歷史
AXPAmerican Express CoStock3,370$114.0 萬0.2%+3+0.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF5,136$111.9 萬0.2%00.0%不變–
BACBank of America CorpStock18,754$106.9 萬0.2%−75−0.4%減碼歷史
AMGNAmgen IncStock2,922$105.8 萬0.2%−2−0.1%減碼歷史
GEGeneral Electric CoStock2,812$105.1 萬0.2%−60−2.1%減碼歷史
MRKMerck & Co., Inc.Stock8,064$103.6 萬0.2%−138−1.7%減碼歷史
TXNTexas Instruments IncStock3,447$102.7 萬0.2%+31+0.9%加碼歷史
TJXTJX Companies IncStock6,649$100.7 萬0.2%−20.0%減碼歷史
NFLXNetflix IncStock13,870$99.0 萬0.2%+40.0%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS86,764$98.1 萬0.2%00.0%不變歷史
UNHUnitedHealth Group IncStock2,312$96.1 萬0.2%+50+2.2%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF11,595$96.1 萬0.2%00.0%不變–
KOCoca Cola CoStock11,676$94.9 萬0.2%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock7,988$93.2 萬0.2%−204−2.5%減碼歷史
CVXChevron CorpStock5,365$88.9 萬0.2%+124+2.4%加碼歷史
PNCPNC Financial Services Group, Inc.Stock3,590$88.4 萬0.2%−10−0.3%減碼歷史
GEVGE Vernova Inc.Stock734$86.3 萬0.2%−1−0.1%減碼歷史
Schwab International Equity ETF808524805ETF30,737$85.1 萬0.2%00.0%不變–
GLDSPDR Gold TrustETF2,308$85.0 萬0.2%+300+14.9%加碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT31,873$85.0 萬0.2%00.0%不變歷史
ITWIllinois Tool Works IncStock3,129$84.6 萬0.2%−4−0.1%減碼歷史
SHELShell plcADR10,868$84.3 萬0.2%−19−0.2%減碼歷史
iShares Tr464288372GLB INFRASTR ETF12,380$82.5 萬0.2%00.0%不變–
MSMorgan StanleyStock3,928$82.1 萬0.2%00.0%不變歷史
UBSUBS Group AGStock16,333$80.9 萬0.2%−19−0.1%減碼歷史
PGProcter & Gamble CoStock5,478$80.3 萬0.1%00.0%不變歷史
SBUXStarbucks CorpStock7,799$79.7 萬0.1%+220+2.9%加碼歷史
SNDKSandisk CorpCOM348$79.1 萬0.1%+15+4.5%加碼歷史
UBERUber Technologies, IncStock10,791$77.9 萬0.1%−120−1.1%減碼歷史
DEDeere & CoStock1,221$77.5 萬0.1%00.0%不變歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS54,247$76.7 萬0.1%00.0%不變依 10 比 1 拆股換算歷史
iShares Tr46435G425ESG AWR MSCI USA4,660$76.3 萬0.1%00.0%不變–
PCARPaccar IncCOM6,223$74.8 萬0.1%00.0%不變歷史
UNPUnion Pacific CorpStock2,704$73.5 萬0.1%+93+3.6%加碼歷史
QCOMQualcomm IncStock3,945$72.9 萬0.1%+21+0.5%加碼歷史
SHOPShopify Inc.Stock6,327$72.2 萬0.1%−16−0.3%減碼歷史
CCitigroup IncStock5,103$71.4 萬0.1%+83+1.7%加碼歷史
URIUnited Rentals, Inc.COM625$70.8 萬0.1%+12+2.0%加碼歷史
TMToyota Motor CorpADS4,158$70.0 萬0.1%−3−0.1%減碼歷史
WDCWestern Digital CorpCOM1,072$68.5 萬0.1%−1−0.1%減碼歷史
LINLinde PLCStock1,317$68.3 萬0.1%+1+0.1%加碼歷史
NEENextera Energy IncStock7,647$67.1 萬0.1%−18−0.2%減碼歷史
SANBanco Santander, S.A.ADR47,938$66.2 萬0.1%−149−0.3%減碼歷史
SAPSAP SEADR4,282$66.0 萬0.1%−31−0.7%減碼歷史
RACEFerrari N.V.COM1,746$65.0 萬0.1%00.0%不變歷史
ADPAutomatic Data Processing IncStock2,850$63.8 萬0.1%+7+0.2%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY8,439$63.2 萬0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock6,810$61.8 萬0.1%−145−2.1%減碼歷史
CHDChurch & Dwight Co IncCOM6,268$60.7 萬0.1%−5−0.1%減碼歷史

2026 年第 1 季之後清倉（193 檔）

2026 年第 1 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 193 檔。

Basecamp Wealth Advisors LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
iShares Tips Bond ETF464287176ETF12,448$137.4 萬0.3%–
BITWBitwise 10 Crypto Index ETFUNIT BENEFICIAL11,912$53.1 萬0.1%歷史
HONHoneywell International IncCOM742$16.8 萬<0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF2,278$14.0 萬<0.1%–
CTRACoterra Energy Inc.Stock3,378$11.9 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR1,120$10.1 萬<0.1%歷史
TYLTyler Technologies IncCOM160$5.48 萬<0.1%歷史
SOFISoFi Technologies, Inc.Stock3,348$5.32 萬<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR8,177$4.64 萬<0.1%歷史
XPXP Inc.CL A2,429$4.62 萬<0.1%歷史
DNNDenison Mines Corp.COM11,551$4.08 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM886$4.06 萬<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A528$3.24 萬<0.1%歷史
CAGConagra Brands Inc.Stock1,937$3.04 萬<0.1%歷史
SEESealed Air CorpCOM718$3.02 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/99991,045$2.70 萬<0.1%歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF475$2.32 萬<0.1%–
UIUbiquiti Inc.COM24$1.90 萬<0.1%歷史
Vanguard Index FDS922908652EXTEND MKT ETF85$1.75 萬<0.1%–
HOLXHologic IncCOM217$1.64 萬<0.1%歷史
CALXCalix, IncCOM334$1.64 萬<0.1%歷史
TERNTerns Pharmaceuticals, Inc.COM287$1.51 萬<0.1%歷史
ENSGEnsign Group, IncCOM74$1.49 萬<0.1%歷史
MDTMedtronic plcStock142$1.23 萬<0.1%歷史
QLYSQualys, Inc.COM134$1.18 萬<0.1%歷史
ALHCAlignment Healthcare, Inc.COM648$1.14 萬<0.1%歷史
OTEXOpen Text CorpCOM509$1.13 萬<0.1%歷史
CSGPCostar Group, Inc.COM257$1.04 萬<0.1%歷史
HWMHowmet Aerospace Inc.Stock42$9,679<0.1%歷史
TTEKTetra Tech IncCOM313$9,428<0.1%歷史
BTUPeabody Energy CorpCOM274$9,028<0.1%歷史
TFPMTriple Flag Precious Metals Corp.Stock260$9,025<0.1%歷史
CDWCDW CorpCOM71$8,592<0.1%歷史
RUNSunrun Inc.COM601$8,150<0.1%歷史
TTCToro CoCOM84$7,849<0.1%歷史
RDNTRadNet, Inc.COM131$7,322<0.1%歷史
PEGAPegasystems IncCOM171$7,278<0.1%歷史
Carnival Corp Ltd.14365C103ADR271$6,984<0.1%–
BILLBILL Holdings, Inc.Stock179$6,856<0.1%歷史
MASIMasimo CorpCOM38$6,759<0.1%歷史
OPCHOption Care Health, Inc.COM NEW225$6,057<0.1%歷史
LPLALPL Financial Holdings Inc.COM19$5,716<0.1%歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS128$5,084<0.1%歷史
BDCBelden Inc.COM43$4,938<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF67$4,702<0.1%–
MLTXMoonLake ImmunotherapeuticsCLASS A ORD250$4,660<0.1%歷史
RUSHARush Enterprises IncCL A66$4,363<0.1%歷史
TEMTempus AI, Inc.CL A96$4,341<0.1%歷史
PCORProcore Technologies, Inc.COM73$4,161<0.1%歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS84$4,049<0.1%歷史
EOSEEos Energy Enterprises, Inc.COM CL A792$3,928<0.1%歷史
MPMP Materials Corp.COM CL A76$3,668<0.1%歷史
CECelanese CorpStock53$3,486<0.1%歷史
YELPYelp IncCL A139$3,439<0.1%歷史
FSVFirstService CorpCOM24$3,335<0.1%歷史
WYNNWynn Resorts LtdCOM32$3,250<0.1%歷史
GHCGraham Holdings CoCOM CL B3$3,172<0.1%歷史
WEXWEX Inc.COM19$2,908<0.1%歷史
FHIFederated Hermes, Inc.CL B51$2,892<0.1%歷史
APGAPi Group CorpCOM STK71$2,877<0.1%歷史
PLABPhotronics IncCOM71$2,869<0.1%歷史
WAYWaystar Holding Corp.COM118$2,845<0.1%歷史
LAURLaureate Education, Inc.COMMON STOCK80$2,787<0.1%歷史
VICRVicor CorpCOM17$2,737<0.1%歷史
GLBEGlobal-E Online Ltd.SHS79$2,437<0.1%歷史
UBSIUnited Bankshares IncCOM58$2,402<0.1%歷史
OPENOpendoor Technologies Inc.COM489$2,289<0.1%歷史
INSPInspire Medical Systems, Inc.COM43$2,218<0.1%歷史
IBPInstalled Building Products, Inc.COM8$2,121<0.1%歷史
TDSTelephone & Data Systems IncCOM NEW49$2,063<0.1%歷史
NXTNextpower Inc.Stock17$2,049<0.1%歷史
PHRPhreesia, Inc.COM237$1,986<0.1%歷史
EPAMEPAM Systems, Inc.COM14$1,896<0.1%歷史
ARWRArrowhead Pharmaceuticals, Inc.COM29$1,818<0.1%歷史
PNWPinnacle West Capital CorpCOM18$1,814<0.1%歷史
SRADSportradar Group AGCLASS A ORD SHS105$1,758<0.1%歷史
OISOil States International, IncCOM146$1,699<0.1%歷史
MTDRMatador Resources CoCOM26$1,643<0.1%歷史
KYMRKymera Therapeutics, Inc.COM19$1,583<0.1%歷史
REALTheRealReal, Inc.COM170$1,544<0.1%歷史
ALSNAllison Transmission Holdings IncStock13$1,522<0.1%歷史
QTWOQ2 Holdings, Inc.COM32$1,514<0.1%歷史
VSECVse CorpCOM8$1,475<0.1%歷史
BKDBrookdale Senior Living Inc.COM102$1,395<0.1%歷史
SNDXSyndax Pharmaceuticals IncCOM59$1,378<0.1%歷史
PSMTPricesmart IncCOM9$1,355<0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A157$1,317<0.1%歷史
DBDDiebold Nixdorf, IncCOM SHS17$1,282<0.1%歷史
HTBKHeritage Commerce CorpCOM102$1,273<0.1%歷史
EFOREverforth IncCOM32$1,239<0.1%歷史
PIPRPiper Sandler CompaniesCOM NEW16$1,225<0.1%歷史
EMBCEmbecta Corp.Stock130$1,149<0.1%歷史
ACLXArcellx, Inc.COMMON STOCK10$1,148<0.1%歷史
OUSTOuster, Inc.COM NEW61$1,121<0.1%歷史
WRBYWarby Parker Inc.CL A COM50$1,054<0.1%歷史
DFINDonnelley Financial Solutions, Inc.COM22$1,037<0.1%歷史
GPREGreen Plains Inc.COM63$1,036<0.1%歷史
HOVHovnanian Enterprises IncCL A NEW9$998<0.1%歷史
WUWestern Union COStock113$986<0.1%歷史
SLDBSolid Biosciences Inc.COM NEW137$986<0.1%歷史