13F 机构持仓

Blume Capital Management, Inc.

BERKELEY CA · SEC CIK 0001587192

2026Q22026Q1 更早 9 个季度 🔒
$5.88亿2026Q1 申报市值
337持仓数
33.5%前十大占比 · 第一大 5.3%
24 / 18新建仓 / 清仓
申报市值走势$6.84亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 5.3%
AAPL 4.3%
DFIC 3.8%
DFCF 3.3%
XLE 3.2%
VCRB 3.1%
C 2.9%
SCHW 2.7%
VBIL 2.5%
MU 2.4%

2026Q1 买入最多 按季末市值估算

VCRB 加仓+$1,549.22万
GOOG 加仓+$905.65万
ARCC 加仓+$596.08万
GOOGL 加仓+$564.48万
JCPB 加仓+$313.29万

2026Q1 卖出最多 按季末市值估算

MU 减仓-$507.30万
JNJ 减仓-$341.34万
GS 减仓-$307.52万
NTR 减仓-$241.13万
FDX 减仓-$187.32万

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
CVE CENOVUS ENERGY INC $1.59万0.00%600 00.0% — 不变
VGT VANGUARD WORLD FD $1.60万0.00%23 -22-48.9% -$1.54万 减仓
NVO NOVO-NORDISK A S $1.61万0.00%437 362482.7% $1.33万 加仓
SOLV SOLVENTUM CORP $1.63万0.00%250 00.0% — 不变
DAL DELTA AIR LINES INC $1.66万0.00%250 00.0% — 不变
KMX CARMAX INC $1.81万0.00%435 00.0% — 不变
CLX CLOROX CO DEL $1.81万0.00%175 00.0% — 不变
QQQ INVESCO QQQ TR $1.85万0.00%32 -25-43.9% -$1.44万 减仓
BA BOEING CO $1.89万0.00%95 00.0% — 不变
— ISHARES INC $1.93万0.00%500 -100-16.7% -$3,865 减仓
SCHE SCHWAB STRATEGIC TR $2.02万0.00%613 00.0% — 不变
CAH CARDINAL HEALTH INC $2.11万0.00%100 00.0% — 不变
RTX RTX CORPORATION $2.12万0.00%110 00.0% — 不变
CAT CATERPILLAR INC $2.13万0.00%30 00.0% — 不变
DVYE ISHARES INC $2.15万0.00%625 00.0% — 不变
VBR VANGUARD INDEX FDS $2.17万0.00%100 00.0% — 不变
YUM YUM BRANDS INC $2.18万0.00%140 100250.0% $1.56万 加仓
FTV FORTIVE CORP $2.21万0.00%400 00.0% — 不变
WM WASTE MGMT INC DEL $2.30万0.00%100 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2.33万0.00%172 00.0% — 不变
GGAL GRUPO FINANCIERO GALICIA S.A $2.34万0.00%500 -200-28.6% -$9,342 减仓
XLK SELECT SECTOR SPDR TR $2.34万0.00%176 -175-49.9% -$2.33万 减仓
SOFI SOFI TECHNOLOGIES INC $2.38万0.00%1,500 1007.1% $1,588 加仓
DFGR DIMENSIONAL ETF TRUST $2.41万0.00%905 00.0% — 不变
NU NU HLDGS LTD $2.44万0.00%1,700 00.0% — 不变
— AVALONBAY CMNTYS INC $2.45万0.00%150 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.49万0.00%550 00.0% — 不变
MDT MEDTRONIC PLC $2.60万0.00%300 300— $2.60万 新建仓
GIS GENERAL MILLS INC $2.61万0.00%700 00.0% — 不变
ASML ASML HLDG NV $2.64万0.00%20 00.0% — 不变
FNDB SCHWAB STRATEGIC TR $2.72万0.00%1,000 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $2.80万0.00%1,115 10.1% $25 加仓
WAT WATERS CORP $2.80万0.00%94 94— $2.80万 新建仓
IP INTERNATIONAL PAPER CO $2.86万0.00%800 00.0% — 不变
STZ CONSTELLATION BRANDS INC $3.00万0.01%200 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC $3.05万0.01%75 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $3.16万0.01%400 00.0% — 不变
IEFA ISHARES TR $3.17万0.01%350 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $3.25万0.01%1,050 00.0% — 不变
DFSE DIMENSIONAL ETF TRUST $3.39万0.01%800 00.0% — 不变
AFRM AFFIRM HLDGS INC $3.46万0.01%755 22542.5% $1.03万 加仓
EIX EDISON INTL $3.48万0.01%475 -25-5.0% -$1,830 减仓
GDXJ VANECK ETF TRUST $3.48万0.01%290 -60-17.1% -$7,202 减仓
ADSK AUTODESK INC $3.59万0.01%150 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $3.71万0.01%1,102 00.0% — 不变
LOW LOWES COS INC $3.78万0.01%160 100166.7% $2.36万 加仓
VO VANGUARD INDEX FDS $3.99万0.01%139 00.0% — 不变
PM PHILIP MORRIS INTL INC $4.13万0.01%250 00.0% — 不变
D DOMINION ENERGY INC $4.33万0.01%700 700— $4.33万 新建仓
TDW TIDEWATER INC NEW $4.39万0.01%525 00.0% — 不变
GSK GSK PLC $4.42万0.01%800 800— $4.42万 新建仓
SCHV SCHWAB STRATEGIC TR $4.58万0.01%1,500 00.0% — 不变
URNM SPROTT FDS TR $4.58万0.01%725 00.0% — 不变
TEL TE CONNECTIVITY PLC $4.70万0.01%225 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $4.84万0.01%610 00.0% — 不变
IEMG ISHARES INC $4.88万0.01%700 700— $4.88万 新建仓
NFLX NETFLIX INC. $4.90万0.01%510 -20-3.8% -$1,923 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $4.99万0.01%1,280 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $5.04万0.01%270 270— $5.04万 新建仓
VPU VANGUARD WORLD FD $5.05万0.01%255 00.0% — 不变
SHOO MADDEN STEVEN LTD $5.09万0.01%1,500 00.0% — 不变
IXUS ISHARES TR $5.15万0.01%594 00.0% — 不变
INTC INTEL CORP $5.30万0.01%1,200 252.1% $1,103 加仓
ENB ENBRIDGE INC $5.39万0.01%995 995— $5.39万 新建仓
OAKM HARRIS OAKMARK ETF TRUST $5.51万0.01%2,000 1,000100.0% $2.76万 加仓
LLY ELI LILLY & CO $5.52万0.01%60 -22-26.8% -$2.02万 减仓
TRMB TRIMBLE INC $5.54万0.01%850 00.0% — 不变
SHEL SHELL PLC $5.58万0.01%600 500500.0% $4.65万 加仓
ADBE ADOBE INC $5.59万0.01%230 00.0% — 不变
TRP TC ENERGY CORP $5.63万0.01%900 900— $5.63万 新建仓
RIG TRANSOCEAN LTD $5.64万0.01%8,500 -3,650-30.0% -$2.42万 减仓
VYMI VANGUARD WHITEHALL FDS $5.71万0.01%606 00.0% — 不变
USB US BANCORP $5.73万0.01%1,102 00.0% — 不变
UL UNILEVER PLC $5.82万0.01%1,022 1,022— $5.82万 新建仓
KMI KINDER MORGAN INC DEL $5.87万0.01%1,750 1,200218.2% $4.02万 加仓
SCHA SCHWAB STRATEGIC TR $5.91万0.01%2,032 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $5.98万0.01%840 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $6.39万0.01%1,054 00.0% — 不变
SHM SPDR SERIES TRUST $6.45万0.01%1,348 00.0% — 不变
IVV ISHARES TR $6.53万0.01%100 00.0% — 不变
SYK STRYKER CORPORATION $6.57万0.01%200 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $6.94万0.01%3,230 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $6.99万0.01%2,400 00.0% — 不变
GPC GENUINE PARTS CO $7.04万0.01%666 00.0% — 不变
VRSK VERISK ANALYTICS INC $7.12万0.01%375 00.0% — 不变
IJH ISHARES TR $7.19万0.01%1,065 00.0% — 不变
DVN DEVON ENERGY CORP NEW $7.22万0.01%1,435 -1,500-51.1% -$7.55万 减仓
APD AIR PRODUCTS AND CHEMICALS I $7.26万0.01%250 00.0% — 不变
ABT ABBOTT LABORATORIES $7.70万0.01%750 750— $7.70万 新建仓
UNH UNITEDHEALTH GROUP INC $7.85万0.01%290 00.0% — 不变
BDX BECTON DICKINSON & CO $7.86万0.01%500 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $8.10万0.01%880 00.0% — 不变
IAU ISHARES GOLD TR $8.11万0.01%920 00.0% — 不变
IWM ISHARES TR $8.41万0.01%339 339— $8.41万 新建仓
LNG CHENIERE ENERGY INC $8.51万0.01%300 00.0% — 不变
EEM ISHARES TR $8.52万0.01%1,500 00.0% — 不变
DHR DANAHER CORP DEL $8.53万0.01%450 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $8.73万0.01%1,836 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $8.75万0.01%430 153.6% $3,051 加仓
OKE ONEOK INC NEW $9.04万0.02%1,000 1,000— $9.04万 新建仓