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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $288.19万 | 0.49% | 16,987 | -166 | -1.0% | -$2.82万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $290.53万 | 0.49% | 78,480 | 78,480 | — | $290.53万 | 新建仓 |
| CSRE | COHEN & STEERS ETF TRUST | $300.75万 | 0.51% | 114,441 | 39,116 | 51.9% | $102.80万 | 加仓 |
| CVS | CVS HEALTH CORP | $318.59万 | 0.54% | 44,359 | 285 | 0.6% | $2.05万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $322.29万 | 0.55% | 64,600 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $322.79万 | 0.55% | 11,026 | 4,841 | 78.3% | $141.72万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $334.81万 | 0.57% | 46,149 | -408 | -0.9% | -$2.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $342.13万 | 0.58% | 48,099 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $378.28万 | 0.64% | 51,160 | -15,217 | -22.9% | -$112.51万 | 减仓 |
| SLB | SLB LIMITED | $401.77万 | 0.68% | 78,180 | -2,745 | -3.4% | -$14.11万 | 减仓 |
| DE | DEERE & CO | $418.87万 | 0.71% | 7,436 | -46 | -0.6% | -$2.59万 | 减仓 |
| SGOV | ISHARES TR | $420.24万 | 0.71% | 41,748 | -11,195 | -21.1% | -$112.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $456.86万 | 0.78% | 4,585 | -599 | -11.6% | -$59.69万 | 减仓 |
| IBB | ISHARES TR | $464.13万 | 0.79% | 27,488 | -2,150 | -7.3% | -$36.30万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $479.70万 | 0.82% | 80,554 | 18,904 | 30.7% | $112.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $481.03万 | 0.82% | 5,686 | -3,635 | -39.0% | -$307.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $492.78万 | 0.84% | 16,752 | -3,554 | -17.5% | -$104.54万 | 减仓 |
| WY | WEYERHAEUSER CO | $525.92万 | 0.89% | 215,276 | 28,303 | 15.1% | $69.14万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $530.93万 | 0.90% | 70,650 | -13,365 | -15.9% | -$100.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $541.26万 | 0.92% | 11,295 | 100 | 0.9% | $4.79万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $597.35万 | 1.02% | 331,490 | 330,790 | 47,255.7% | $596.08万 | 加仓 |
| GDX | VANECK ETF TRUST | $602.18万 | 1.02% | 65,618 | -5,969 | -8.3% | -$54.78万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $605.05万 | 1.03% | 18,860 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $615.74万 | 1.05% | 559,760 | -2,095 | -0.4% | -$2.30万 | 减仓 |
| RIO | RIO TINTO PLC | $631.34万 | 1.07% | 67,675 | -368 | -0.5% | -$3.43万 | 减仓 |
| FISV | FISERV INC | $658.17万 | 1.12% | 117,952 | 55,042 | 87.5% | $307.13万 | 加仓 |
| PFE | PFIZER INC | $668.57万 | 1.14% | 238,095 | 9,790 | 4.3% | $27.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $758.34万 | 1.29% | 43,483 | 63 | 0.1% | $1.10万 | 加仓 |
| GOOGL | ALPHABET INC | $765.57万 | 1.30% | 26,623 | 19,630 | 280.7% | $564.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $895.89万 | 1.52% | 24,202 | 4,636 | 23.7% | $171.61万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $937.74万 | 1.59% | 262,085 | -223 | -0.1% | -$7,979 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $951.74万 | 1.62% | 155,895 | -13,971 | -8.2% | -$85.29万 | 减仓 |
| DIS | DISNEY WALT CO | $978.42万 | 1.66% | 101,517 | 9,285 | 10.1% | $89.49万 | 加仓 |
| WFC | WELLS FARGO & CO | $999.24万 | 1.70% | 125,517 | 630 | 0.5% | $5.02万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,032.81万 | 1.76% | 359,740 | -391 | -0.1% | -$1.12万 | 减仓 |
| META | META PLATFORMS INC | $1,045.74万 | 1.78% | 18,278 | 178 | 1.0% | $10.18万 | 加仓 |
| AMZN | AMAZON COM INC | $1,093.54万 | 1.86% | 52,506 | 4,120 | 8.5% | $85.81万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,127.57万 | 1.92% | 231,296 | 1,807 | 0.8% | $8.81万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,137.18万 | 1.93% | 158,095 | 4,772 | 3.1% | $34.32万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,178.10万 | 2.00% | 64,578 | 1,106 | 1.7% | $20.18万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,187.61万 | 2.02% | 343,736 | 8,175 | 2.4% | $28.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,288.06万 | 2.19% | 52,694 | -13,964 | -20.9% | -$341.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,328.26万 | 2.26% | 38,862 | -4,372 | -10.1% | -$149.43万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,335.31万 | 2.27% | 227,170 | -6,913 | -3.0% | -$40.63万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,342.35万 | 2.28% | 285,121 | 66,545 | 30.4% | $313.29万 | 加仓 |
| FDX | FEDEX CORP | $1,381.41万 | 2.35% | 38,784 | -5,259 | -11.9% | -$187.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,425.62万 | 2.42% | 42,198 | -15,016 | -26.2% | -$507.30万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,475.55万 | 2.51% | 195,049 | 39,777 | 25.6% | $300.91万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,578.44万 | 2.68% | 167,955 | -159 | -0.1% | -$1.49万 | 减仓 |
| C | CITIGROUP INC | $1,705.50万 | 2.90% | 150,384 | 9 | 0.0% | $1,021 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,794.06万 | 3.05% | 231,850 | 200,210 | 632.8% | $1,549.22万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,894.35万 | 3.22% | 309,231 | -23,425 | -7.0% | -$143.50万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,927.47万 | 3.28% | 456,530 | 30,237 | 7.1% | $127.66万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,256.34万 | 3.84% | 635,052 | -26,032 | -3.9% | -$92.49万 | 减仓 |
| AAPL | APPLE INC | $2,546.27万 | 4.33% | 100,330 | -1,351 | -1.3% | -$34.29万 | 减仓 |
| GOOG | ALPHABET INC | $3,088.08万 | 5.25% | 107,651 | 31,571 | 41.5% | $905.65万 | 加仓 |