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Basecamp Wealth Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Basecamp Wealth Advisors LLC

No.4047 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.37亿
环比变动 Q1 2026
+$5,406.0万+11.2%
持仓股票数
1822
新买入
2
加仓
659
减仓
556
清仓
193
持股不变
605
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
G通用动力VTI
18.65%18.28%$1.00亿27.1万股$8,834.1万27.5万股-4,461股-1.62%减仓
V先锋领航国际股票指数基金VEU
12.88%13.22%$6,922.1万82.7万股$6,391.0万85.1万股-2.4万股-2.88%减仓
V先锋领航国际股票指数基金VT
3.35%3.37%$1,802.4万11.5万股$1,628.0万11.8万股-2,862股-2.43%减仓
礼来LLY
3.23%2.75%$1,736.5万1.4万股$1,331.3万1.4万股+4股+0.03%加仓
微软MSFT
3.18%3.57%$1,711.4万4.6万股$1,727.4万4.7万股-785股-1.68%减仓
苹果AAPL
3.18%3.09%$1,709.1万5.9万股$1,495.1万5.9万股+152股+0.26%加仓
英伟达NVDA
3.1%3%$1,668.3万8.3万股$1,452.1万8.3万股+112股+0.13%加仓
V先锋领航·FSTEVWO
2.37%2.38%$1,272.7万21.3万股$1,152.5万21.3万股00.00%持仓不变
谷歌AGOOGL
1.67%1.49%$898.0万2.5万股$719.4万2.5万股+108股+0.43%加仓
亚马逊AMZN
1.61%1.57%$867.5万3.6万股$758.2万3.6万股-7股-0.02%减仓
AAlphabet Inc Class CGOOG
1.33%1.2%$717.2万2.0万股$580.5万2.0万股+60股+0.30%加仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
1.13%1.48%$607.8万20.1万股$714.0万20.1万股00.00%持仓不变
V先锋领航STAR基金VXUS
1.1%1.11%$592.3万6.9万股$534.2万6.9万股00.00%持仓不变
IiShares安硕信托IWV
1.02%0.99%$549.0万1.3万股$478.0万1.3万股-19股-0.15%减仓
IiShares安硕·RUSSELLIWB
0.94%0.92%$506.1万1.2万股$443.4万1.2万股-75股-0.60%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.88%0.92%$473.2万4.6万股$442.4万4.6万股00.00%持仓不变
博通AVGO
0.78%0.71%$418.7万1.1万股$342.3万1.1万股+24股+0.22%加仓
美光科技MU
0.77%0.25%$413.4万3,581股$119.2万3,529股+52股+1.47%加仓
台积电TSM
0.76%0.6%$409.3万8,569股$290.0万8,582股-13股-0.15%减仓
Meta平台META
0.69%0.78%$368.9万6,549股$375.9万6,570股-21股-0.32%减仓
AMD超威AMD
0.62%0.24%$335.6万5,778股$115.0万5,652股+126股+2.23%加仓
摩根大通JPM
0.62%0.62%$332.0万1.0万股$298.5万1.0万股-7股-0.07%减仓
阿斯麦ASML
0.6%0.44%$323.3万1,625股$214.6万1,625股00.00%持仓不变
特斯拉TSLA
0.59%0.57%$319.3万7,591股$277.8万7,472股+119股+1.59%加仓
V先锋领航·FTSEVEA
0.56%0.56%$302.9万4.3万股$272.4万4.3万股00.00%持仓不变
V先锋领航指数基金VOO
0.55%0.53%$294.4万4,286股$255.2万4,271股+15股+0.35%加仓
伯克希尔哈撒韦BRK.B
0.44%0.47%$238.8万4,772股$226.5万4,727股+45股+0.95%加仓
应用材料AMAT
0.44%0.23%$237.6万3,286股$112.4万3,288股-2股-0.06%减仓
VisaV
0.43%0.44%$233.6万6,808股$213.4万7,059股-251股-3.56%减仓
泛林集团LRCX
0.38%0.2%$204.4万4,718股$98.2万4,598股+120股+2.61%加仓
艾伯维ABBV
0.36%0.35%$194.3万7,722股$168.0万7,724股-2股-0.03%减仓
卡特彼勒CAT
0.34%0.25%$182.8万1,717股$121.1万1,710股+7股+0.41%加仓
科磊KLAC
0.33%0.17%$175.0万5,799股$84.5万574股+5,225股+910.28%加仓
高盛GS
0.33%0.3%$174.8万1,728股$145.2万1,716股+12股+0.70%加仓
英特尔INTC
0.32%0.11%$173.7万1.2万股$52.1万1.2万股+629股+5.33%加仓
诺华NVS
0.32%0.35%$171.7万1.1万股$167.4万1.1万股00.00%持仓不变
IiShares黄金信托IAU
0.31%0.4%$166.8万2.2万股$194.8万2.2万股00.00%持仓不变
康宁GLW
0.29%0.17%$155.4万6,082股$82.8万6,091股-9股-0.15%减仓
强生JNJ
0.27%0.3%$147.4万5,803股$145.6万5,958股-155股-2.60%减仓
沃尔玛WMT
0.27%0.33%$144.4万1.3万股$158.5万1.3万股-5股-0.04%减仓
好市多COST
0.26%0.32%$142.3万1,521股$153.0万1,535股-14股-0.91%减仓
思科CSCO
0.26%0.19%$141.1万1.2万股$93.2万1.2万股00.00%持仓不变
IiShares安硕信托EEM
0.26%0.24%$138.7万2.0万股$115.1万2.0万股00.00%持仓不变
PALO ALTOPANW
0.26%0.13%$138.0万4,048股$64.9万4,050股-2股-0.05%减仓
埃克森美孚XOM
0.25%0.35%$135.6万9,917股$168.4万9,925股-8股-0.08%减仓
雷神技术RTX
0.25%0.28%$135.1万7,119股$135.9万7,047股+72股+1.02%加仓
家得宝HD
0.25%0.26%$134.7万3,820股$125.0万3,802股+18股+0.47%加仓
阿斯利康AZN
0.24%0.27%$126.4万6,666股$131.5万6,666股00.00%持仓不变
甲骨文ORCL
0.22%0.25%$120.4万8,216股$118.9万8,083股+133股+1.65%加仓
AASE TECHNOLOGYASX
0.22%0.11%$119.8万2.7万股$54.8万2.5万股+1,276股+5.05%加仓

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