13F 机构持仓

Blume Capital Management, Inc.

BERKELEY CA · SEC CIK 0001587192

2026Q22026Q1 更早 9 个季度 🔒
$6.84亿2026Q2 申报市值
359持仓数
35.8%前十大占比 · 第一大 5.5%
30 / 9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 5.5%
MU 4.4%
AAPL 4.3%
VBIL 3.7%
DFIC 3.5%
AMAT 3.2%
C 3.0%
VCRB 2.8%
AMZN 2.7%
DFCF 2.6%

2026Q2 买入最多 按季末市值估算

VBIL 加仓+$1,080.74万
COHEN & STEERS E 新建仓+$722.31万
AMZN 加仓+$572.18万
CHWY 加仓+$281.10万
NTR 加仓+$278.14万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$1,878.26万
AMAT 减仓-$634.14万
FDX 减仓-$306.30万
VSNT 减仓-$282.46万
JNJ 减仓-$193.30万

2026Q2 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
GLXY GALAXY DIGITAL INC. $1.50万0.00%550 5010.0% $1,367 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $1.53万0.00%250 00.0% — 不变
CHE CHEMED CORP NEW $1.57万0.00%34 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $1.61万0.00%581 401222.8% $1.11万 加仓
CLX CLOROX CO DEL $1.67万0.00%175 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF CO $1.73万0.00%150 00.0% — 不变
RDDT REDDIT INC $1.74万0.00%100 100— $1.74万 新建仓
SOLV SOLVENTUM CORP $1.93万0.00%250 00.0% — 不变
— ISHARES INC $1.94万0.00%500 00.0% — 不变
IBRX IMMUNITYBIO INC $2.01万0.00%2,300 2,300— $2.01万 新建仓
BA BOEING CO $2.06万0.00%95 00.0% — 不变
RTX RTX CORPORATION $2.09万0.00%110 00.0% — 不变
NVO NOVO-NORDISK A S $2.10万0.00%437 00.0% — 不变
CAT CATERPILLAR INC $2.13万0.00%20 -10-33.3% -$1.06万 减仓
LEVI LEVI STRAUSS & CO NEW $2.15万0.00%866 866— $2.15万 新建仓
VGT VANGUARD WORLD FD $2.20万0.00%184 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $2.22万0.00%613 00.0% — 不变
WM WASTE MGMT INC DEL $2.23万0.00%100 00.0% — 不变
YUM YUM BRANDS INC $2.24万0.00%140 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2.28万0.00%172 00.0% — 不变
KMX CARMAX INC $2.30万0.00%435 00.0% — 不变
DAL DELTA AIR LINES INC $2.34万0.00%250 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.37万0.00%550 00.0% — 不变
CAH CARDINAL HEALTH INC $2.38万0.00%100 00.0% — 不变
VBR VANGUARD INDEX FDS $2.43万0.00%100 00.0% — 不变
GIS GENERAL MILLS INC $2.44万0.00%700 00.0% — 不变
FTV FORTIVE CORP $2.44万0.00%400 00.0% — 不变
GGAL GRUPO FINANCIERO GALICIA S.A $2.50万0.00%500 00.0% — 不变
DFGR DIMENSIONAL ETF TRUST $2.62万0.00%905 00.0% — 不变
STZ CONSTELLATION BRANDS INC $2.78万0.00%200 00.0% — 不变
— AVALONBAY CMNTYS INC $2.83万0.00%150 00.0% — 不变
GDXJ VANECK ETF TRUST $2.85万0.00%290 00.0% — 不变
ADSK AUTODESK INC $2.92万0.00%150 00.0% — 不变
BE BLOOM ENERGY CORP $3.03万0.00%100 00.0% — 不变
FNDB SCHWAB STRATEGIC TR $3.05万0.00%1,000 00.0% — 不变
IP INTERNATIONAL PAPER CO $3.05万0.00%800 00.0% — 不变
EPR EPR PPTYS $3.15万0.00%542 542— $3.15万 新建仓
XLK SELECT SECTOR SPDR TR $3.37万0.00%177 10.6% $191 加仓
IEFA ISHARES TR $3.38万0.00%350 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $3.43万0.01%1,102 00.0% — 不变
TDW TIDEWATER INC NEW $3.50万0.01%525 00.0% — 不变
ABCL ABCELLERA BIOLOGICS INC $3.52万0.01%4,484 1,68460.1% $1.32万 加仓
WAT WATERS CORP $3.53万0.01%94 00.0% — 不变
LOW LOWES COS INC $3.53万0.01%160 00.0% — 不变
EIX EDISON INTL $3.54万0.01%475 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $3.58万0.01%237 237— $3.58万 新建仓
NFLX NETFLIX INC. $3.64万0.01%510 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $3.72万0.01%400 00.0% — 不变
URNM SPROTT FDS TR $3.81万0.01%725 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $3.85万0.01%2,150 65043.3% $1.17万 加仓
SCHM SCHWAB STRATEGIC TR $3.87万0.01%1,050 00.0% — 不变
DFSE DIMENSIONAL ETF TRUST $3.91万0.01%800 00.0% — 不变
ASML ASML HLDG NV $3.98万0.01%20 00.0% — 不变
RIG TRANSOCEAN LTD $4.16万0.01%8,500 00.0% — 不变
GSK GSK PLC $4.19万0.01%800 00.0% — 不变
TRMB TRIMBLE INC $4.35万0.01%850 00.0% — 不变
PM PHILIP MORRIS INTL INC $4.52万0.01%250 00.0% — 不变
OUST OUSTER INC $4.53万0.01%725 -75-9.4% -$4,689 减仓
TEL TE CONNECTIVITY PLC $4.54万0.01%225 00.0% — 不变
VO VANGUARD INDEX FDS $4.58万0.01%569 132.3% $1,047 加仓
SHEL SHELL PLC $4.65万0.01%600 00.0% — 不变
ADBE ADOBE INC $4.72万0.01%230 00.0% — 不变
D DOMINION ENERGY INC $4.78万0.01%700 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $4.82万0.01%610 00.0% — 不变
VPU VANGUARD WORLD FD $4.99万0.01%255 00.0% — 不变
SHOO MADDEN STEVEN LTD $5.05万0.01%1,200 -300-20.0% -$1.26万 减仓
SPCX SPACE EXPLORATION TECHN CORP $5.13万0.01%300 300— $5.13万 新建仓
ENB ENBRIDGE INC $5.39万0.01%995 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $5.42万0.01%846 60.7% $384 加仓
VPLS VANGUARD MALVERN FDS $5.43万0.01%700 700— $5.43万 新建仓
STRL STERLING INFRASTRUCTURE INC $5.46万0.01%65 -10-13.3% -$8,394 减仓
IXUS ISHARES TR $5.67万0.01%594 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $5.74万0.01%1,650 15010.0% $5,222 加仓
IEMG ISHARES INC $5.80万0.01%700 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $5.95万0.01%606 00.0% — 不变
AFRM AFFIRM HLDGS INC $5.95万0.01%730 -25-3.3% -$2,039 减仓
TRP TC ENERGY CORP $5.97万0.01%900 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $6.04万0.01%270 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $6.07万0.01%1,054 00.0% — 不变
UL UNILEVER PLC $6.14万0.01%1,022 00.0% — 不变
SYK STRYKER CORPORATION $6.30万0.01%200 00.0% — 不变
SHM SPDR SERIES TRUST $6.47万0.01%1,348 00.0% — 不变
USB US BANCORP $6.66万0.01%1,102 00.0% — 不变
VRSK VERISK ANALYTICS INC $6.73万0.01%375 00.0% — 不变
IAU ISHARES GOLD TR $6.95万0.01%920 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $7.03万0.01%1,280 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $7.11万0.01%500 500— $7.11万 新建仓
LNG CHENIERE ENERGY INC $7.17万0.01%300 00.0% — 不变
LLY ELI LILLY & CO $7.20万0.01%60 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $7.33万0.01%250 00.0% — 不变
IVV ISHARES TR $7.49万0.01%100 00.0% — 不变
BDX BECTON DICKINSON & CO $7.57万0.01%500 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $7.65万0.01%3,230 00.0% — 不变
GPC GENUINE PARTS CO $7.86万0.01%666 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $8.06万0.01%2,232 2009.8% $7,227 加仓
SCHG SCHWAB STRATEGIC TR $8.12万0.01%2,400 00.0% — 不变
KMI KINDER MORGAN INC DEL $8.18万0.01%2,557 80746.1% $2.58万 加仓
IJH ISHARES TR $8.21万0.01%1,065 00.0% — 不变
LMT LOCKHEED MARTIN CORP $8.41万0.01%165 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $8.47万0.01%2,000 00.0% — 不变