Blume Capital Management, Inc.
BERKELEY CA · SEC CIK 0001587192
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | $9.08万 | 0.02% | 875 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $9.18万 | 0.02% | 247 | 5 | 2.1% | $1,859 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9.29万 | 0.02% | 1,000 | -150 | -13.0% | -$1.39万 | 减仓 |
| TJX | TJX COS INC NEW | $9.58万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9.97万 | 0.02% | 165 | 15 | 10.0% | $9,066 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $10.04万 | 0.02% | 2,000 | -28,557 | -93.5% | -$143.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $10.31万 | 0.02% | 4,361 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $10.37万 | 0.02% | 700 | -960 | -57.8% | -$14.22万 | 减仓 |
| DHI | D R HORTON INC | $10.63万 | 0.02% | 775 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $10.83万 | 0.02% | 3,737 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $10.90万 | 0.02% | 275 | -5 | -1.8% | -$1,982 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $10.95万 | 0.02% | 5,274 | 2,225 | 73.0% | $4.62万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $10.99万 | 0.02% | 971 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $11.17万 | 0.02% | 1,466 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $11.22万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.51万 | 0.02% | 475 | -125 | -20.8% | -$3.03万 | 减仓 |
| PAYX | PAYCHEX INC | $11.65万 | 0.02% | 1,265 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $12.24万 | 0.02% | 3,264 | 3,264 | — | $12.24万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $12.60万 | 0.02% | 1,505 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $12.64万 | 0.02% | 677 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $13.10万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $13.10万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $13.52万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $13.52万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $14.03万 | 0.02% | 2,819 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $14.24万 | 0.02% | 825 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $14.52万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $14.71万 | 0.03% | 1,605 | -940 | -36.9% | -$8.61万 | 减仓 |
| LIN | LINDE PLC | $15.37万 | 0.03% | 310 | -20 | -6.1% | -$9,915 | 减仓 |
| PG | PROCTER & GAMBLE CO | $15.93万 | 0.03% | 1,103 | 400 | 56.9% | $5.78万 | 加仓 |
| HD | HOME DEPOT INC | $15.95万 | 0.03% | 485 | -15 | -3.0% | -$4,933 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $16.21万 | 0.03% | 1,237 | -13 | -1.0% | -$1,704 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $16.71万 | 0.03% | 3,944 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $16.84万 | 0.03% | 1,400 | -250 | -15.2% | -$3.01万 | 减仓 |
| HRL | HORMEL FOODS CORP | $16.99万 | 0.03% | 7,500 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $17.25万 | 0.03% | 2,200 | 2,200 | — | $17.25万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $17.29万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $17.54万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $18.19万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $18.27万 | 0.03% | 190 | -15 | -7.3% | -$1.44万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $18.34万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $18.65万 | 0.03% | 530 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $19.35万 | 0.03% | 1,466 | -32 | -2.1% | -$4,224 | 减仓 |
| IWB | ISHARES TR | $19.59万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $21.60万 | 0.04% | 8,898 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $21.61万 | 0.04% | 2,800 | -259 | -8.5% | -$2.00万 | 减仓 |
| AFL | AFLAC INC | $21.94万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $22.91万 | 0.04% | 880 | -5 | -0.6% | -$1,301 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $24.59万 | 0.04% | 4,200 | 4,200 | — | $24.59万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $27.71万 | 0.05% | 950 | -50 | -5.0% | -$1.46万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $28.29万 | 0.05% | 8,354 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $28.48万 | 0.05% | 2,350 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $29.72万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.02万 | 0.05% | 1,933 | 250 | 14.9% | $3.88万 | 加仓 |
| MCD | MCDONALDS CORP | $30.24万 | 0.05% | 973 | 733 | 305.4% | $22.78万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $33.26万 | 0.06% | 12,500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $34.52万 | 0.06% | 1,085 | -215 | -16.5% | -$6.84万 | 减仓 |
| WMT | WALMART INC | $35.42万 | 0.06% | 2,850 | 300 | 11.8% | $3.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.20万 | 0.06% | 572 | 0 | 0.0% | — | 不变 |
| TOTR | T ROWE PRICE ETF INC | $37.53万 | 0.06% | 9,318 | -50 | -0.5% | -$2,014 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $37.89万 | 0.06% | 90 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.26万 | 0.07% | 5,189 | -150 | -2.8% | -$1.16万 | 减仓 |
| V | VISA INC | $41.42万 | 0.07% | 1,371 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $41.51万 | 0.07% | 695 | 100 | 16.8% | $5.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $44.53万 | 0.08% | 3,195 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $48.60万 | 0.08% | 13,829 | -19,245 | -58.2% | -$67.63万 | 减仓 |
| VDE | VANGUARD WORLD FD | $52.95万 | 0.09% | 3,060 | -200 | -6.1% | -$3.46万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $58.76万 | 0.10% | 2,750 | -94 | -3.3% | -$2.01万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $59.38万 | 0.10% | 1,963 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $60.30万 | 0.10% | 6,731 | 500 | 8.0% | $4.48万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $61.52万 | 0.10% | 12,125 | -700 | -5.5% | -$3.55万 | 减仓 |
| GEV | GE VERNOVA INC | $65.29万 | 0.11% | 748 | -36 | -4.6% | -$3.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $68.56万 | 0.12% | 17,643 | 335 | 1.9% | $1.30万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $69.67万 | 0.12% | 13,200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $69.73万 | 0.12% | 2,253 | -15 | -0.7% | -$4,643 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.19万 | 0.12% | 4,935 | 25 | 0.5% | $3,657 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $74.97万 | 0.13% | 8,317 | 1,732 | 26.3% | $15.61万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $77.78万 | 0.13% | 23,100 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $78.04万 | 0.13% | 1,200 | 1,200 | — | $78.04万 | 新建仓 |
| GLD | SPDR GOLD TR | $80.89万 | 0.14% | 1,880 | -50 | -2.6% | -$2.15万 | 减仓 |
| GE | GE AEROSPACE | $82.15万 | 0.14% | 2,895 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $98.19万 | 0.17% | 3,055 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $102.11万 | 0.17% | 16,045 | 200 | 1.3% | $1.27万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $108.73万 | 0.18% | 22,685 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $111.51万 | 0.19% | 5,653 | 25 | 0.4% | $4,932 | 加仓 |
| KO | COCA COLA CO | $118.64万 | 0.20% | 15,600 | -400 | -2.5% | -$3.04万 | 减仓 |
| MTN | VAIL RESORTS INC | $120.83万 | 0.21% | 9,416 | 20 | 0.2% | $2,566 | 加仓 |
| CVX | CHEVRON CORPORATION | $121.15万 | 0.21% | 5,856 | -204 | -3.4% | -$4.22万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $127.42万 | 0.22% | 14,950 | -20,630 | -58.0% | -$175.83万 | 减仓 |
| — | HONEYWELL INTL INC | $128.16万 | 0.22% | 5,670 | -200 | -3.4% | -$4.52万 | 减仓 |
| INVH | INVITATION HOMES INC | $140.60万 | 0.24% | 56,580 | 56,580 | — | $140.60万 | 新建仓 |
| CCJ | CAMECO CORP | $145.11万 | 0.25% | 13,361 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $145.96万 | 0.25% | 14,569 | -612 | -4.0% | -$6.13万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $174.59万 | 0.30% | 35,515 | -1,275 | -3.5% | -$6.27万 | 减仓 |
| ABNB | AIRBNB INC | $189.12万 | 0.32% | 14,976 | 8,992 | 150.3% | $113.55万 | 加仓 |
| UNP | UNION PAC CORP | $204.70万 | 0.35% | 8,437 | 3,900 | 86.0% | $94.62万 | 加仓 |
| CHWY | CHEWY INC | $210.16万 | 0.36% | 77,836 | 77,671 | 47,073.3% | $209.71万 | 加仓 |
| SNY | SANOFI SA | $233.82万 | 0.40% | 48,531 | 22,765 | 88.4% | $109.68万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $252.28万 | 0.43% | 50,125 | -2,483 | -4.7% | -$12.50万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $279.10万 | 0.47% | 52,809 | -3,420 | -6.1% | -$18.07万 | 减仓 |