Blume Capital Management, Inc.
BERKELEY CA · SEC CIK 0001587192
$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
26Q126Q2
前十大持仓 占组合比例
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 | 50 | 10.0% | $1,367 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $1.53万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $1.57万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.61万 | 0.00% | 581 | 401 | 222.8% | $1.11万 | 加仓 |
| CLX | CLOROX CO DEL | $1.67万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.73万 | 0.00% | 150 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $1.94万 | 0.00% | 500 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.09万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.10万 | 0.00% | 437 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $2.22万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.23万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.24万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.28万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $2.30万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $2.34万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.37万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $2.38万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.43万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.44万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.44万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $2.50万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $2.62万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $2.78万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $2.83万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $2.85万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.92万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $3.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $3.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $3.05万 | 0.00% | 800 | 0 | 0.0% | — | 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 | 1 | 0.6% | $191 | 加仓 |
| IEFA | ISHARES TR | $3.38万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $3.43万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $3.50万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $3.52万 | 0.01% | 4,484 | 1,684 | 60.1% | $1.32万 | 加仓 |
| WAT | WATERS CORP | $3.53万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3.53万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $3.54万 | 0.01% | 475 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3.72万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $3.81万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $3.85万 | 0.01% | 2,150 | 650 | 43.3% | $1.17万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3.87万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $3.91万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3.98万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $4.16万 | 0.01% | 8,500 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4.19万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $4.35万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $4.52万 | 0.01% | 250 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $4.58万 | 0.01% | 569 | 13 | 2.3% | $1,047 | 加仓 |
| SHEL | SHELL PLC | $4.65万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $4.72万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $4.78万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4.82万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $4.99万 | 0.01% | 255 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.42万 | 0.01% | 846 | 6 | 0.7% | $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 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $5.74万 | 0.01% | 1,650 | 150 | 10.0% | $5,222 | 加仓 |
| IEMG | ISHARES INC | $5.80万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $5.95万 | 0.01% | 606 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $6.04万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.07万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6.14万 | 0.01% | 1,022 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $6.30万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $6.47万 | 0.01% | 1,348 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $6.66万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $6.73万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $6.95万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7.03万 | 0.01% | 1,280 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $7.20万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $7.33万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $7.49万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $7.57万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $7.65万 | 0.01% | 3,230 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $7.86万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $8.06万 | 0.01% | 2,232 | 200 | 9.8% | $7,227 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $8.12万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $8.18万 | 0.01% | 2,557 | 807 | 46.1% | $2.58万 | 加仓 |
| IJH | ISHARES TR | $8.21万 | 0.01% | 1,065 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $8.41万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $8.47万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |