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
SCHP SCHWAB STRATEGIC TR $33.26万0.06%12,500 00.0% — 不变
MCD MCDONALDS CORP $30.24万0.05%973 733305.4% $22.78万 加仓
PEP PEPSICO INC $30.02万0.05%1,933 25014.9% $3.88万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $29.72万0.05%3,000 00.0% — 不变
DSI ISHARES TR $28.48万0.05%2,350 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $28.29万0.05%8,354 00.0% — 不变
TRV TRAVELERS COMPANIES INC $27.71万0.05%950 -50-5.0% -$1.46万 减仓
VGSH VANGUARD SCOTTSDALE FDS $24.59万0.04%4,200 4,200— $24.59万 新建仓
ITW ILLINOIS TOOL WKS INC $22.91万0.04%880 -5-0.6% -$1,301 减仓
AFL AFLAC INC $21.94万0.04%2,000 00.0% — 不变
BIV VANGUARD BD INDEX FDS $21.61万0.04%2,800 -259-8.5% -$2.00万 减仓
SCHO SCHWAB STRATEGIC TR $21.60万0.04%8,898 00.0% — 不变
IWB ISHARES TR $19.59万0.03%550 00.0% — 不变
COP CONOCOPHILLIPS $19.35万0.03%1,466 -32-2.1% -$4,224 减仓
AMGN AMGEN INC $18.65万0.03%530 00.0% — 不变
TMSL T ROWE PRICE ETF INC $18.34万0.03%5,000 00.0% — 不变
BLK BLACKROCK INC $18.27万0.03%190 -15-7.3% -$1.44万 减仓
MA MASTERCARD INCORPORATED $18.19万0.03%364 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $17.54万0.03%3,600 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $17.29万0.03%375 00.0% — 不变
BSV VANGUARD BD INDEX FDS $17.25万0.03%2,200 2,200— $17.25万 新建仓
HRL HORMEL FOODS CORP $16.99万0.03%7,500 00.0% — 不变
MRK MERCK & CO INC $16.84万0.03%1,400 -250-15.2% -$3.01万 减仓
TPYP TORTOISE CAPITAL SERIES TRUS $16.71万0.03%3,944 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $16.21万0.03%1,237 -13-1.0% -$1,704 减仓
HD HOME DEPOT INC $15.95万0.03%485 -15-3.0% -$4,933 减仓
PG PROCTER & GAMBLE CO $15.93万0.03%1,103 40056.9% $5.78万 加仓
LIN LINDE PLC $15.37万0.03%310 -20-6.1% -$9,915 减仓
BIL SPDR SERIES TRUST $14.71万0.03%1,605 -940-36.9% -$8.61万 减仓
MMM 3M CO $14.52万0.02%1,000 00.0% — 不变
AMT AMERICAN TOWER CORP $14.24万0.02%825 00.0% — 不变
VUSB VANGUARD BD INDEX FDS $14.03万0.02%2,819 00.0% — 不变
QCOM QUALCOMM INC $13.52万0.02%1,050 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $13.52万0.02%275 00.0% — 不变
EMR EMERSON ELEC CO $13.10万0.02%1,000 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $13.10万0.02%1,000 00.0% — 不变
CRM SALESFORCE INC $12.64万0.02%677 00.0% — 不变
NYT NEW YORK TIMES CO MTN BE $12.60万0.02%1,505 00.0% — 不变
FELG FIDELITY COVINGTON TRUST $12.24万0.02%3,264 3,264— $12.24万 新建仓
PAYX PAYCHEX INC $11.65万0.02%1,265 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $11.51万0.02%475 -125-20.8% -$3.03万 减仓
PANW PALO ALTO NETWORKS INC $11.22万0.02%700 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $11.17万0.02%1,466 00.0% — 不变
ED CONSOLIDATED EDISON INC $10.99万0.02%971 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $10.95万0.02%5,274 2,22573.0% $4.62万 加仓
SNPS SYNOPSYS INC $10.90万0.02%275 -5-1.8% -$1,982 减仓
T AT&T INC $10.83万0.02%3,737 00.0% — 不变
DHI D R HORTON INC $10.63万0.02%775 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $10.37万0.02%700 -960-57.8% -$14.22万 减仓
— DIMENSIONAL ETF TRUST $10.31万0.02%4,361 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $10.04万0.02%2,000 -28,557-93.5% -$143.36万 减仓
LMT LOCKHEED MARTIN CORP $9.97万0.02%165 1510.0% $9,066 加仓
TJX TJX COS INC NEW $9.58万0.02%600 00.0% — 不变
NEE NEXTERA ENERGY INC $9.29万0.02%1,000 -150-13.0% -$1.39万 减仓
TSLA TESLA INC $9.18万0.02%247 52.1% $1,859 加仓
NBIS NEBIUS GROUP N.V. $9.08万0.02%875 00.0% — 不变
OKE ONEOK INC NEW $9.04万0.02%1,000 1,000— $9.04万 新建仓
AMD ADVANCED MICRO DEVICES INC $8.75万0.01%430 153.6% $3,051 加仓
PRF INVESCO EXCHANGE TRADED FD T $8.73万0.01%1,836 00.0% — 不变
DHR DANAHER CORP DEL $8.53万0.01%450 00.0% — 不变
EEM ISHARES TR $8.52万0.01%1,500 00.0% — 不变
LNG CHENIERE ENERGY INC $8.51万0.01%300 00.0% — 不变
IWM ISHARES TR $8.41万0.01%339 339— $8.41万 新建仓
IAU ISHARES GOLD TR $8.11万0.01%920 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $8.10万0.01%880 00.0% — 不变
BDX BECTON DICKINSON & CO $7.86万0.01%500 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $7.85万0.01%290 00.0% — 不变
ABT ABBOTT LABORATORIES $7.70万0.01%750 750— $7.70万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $7.26万0.01%250 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
IJH ISHARES TR $7.19万0.01%1,065 00.0% — 不变
VRSK VERISK ANALYTICS INC $7.12万0.01%375 00.0% — 不变
GPC GENUINE PARTS CO $7.04万0.01%666 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $6.99万0.01%2,400 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $6.94万0.01%3,230 00.0% — 不变
SYK STRYKER CORPORATION $6.57万0.01%200 00.0% — 不变
IVV ISHARES TR $6.53万0.01%100 00.0% — 不变
SHM SPDR SERIES TRUST $6.45万0.01%1,348 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $6.39万0.01%1,054 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $5.98万0.01%840 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $5.91万0.01%2,032 00.0% — 不变
KMI KINDER MORGAN INC DEL $5.87万0.01%1,750 1,200218.2% $4.02万 加仓
UL UNILEVER PLC $5.82万0.01%1,022 1,022— $5.82万 新建仓
USB US BANCORP $5.73万0.01%1,102 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $5.71万0.01%606 00.0% — 不变
RIG TRANSOCEAN LTD $5.64万0.01%8,500 -3,650-30.0% -$2.42万 减仓
TRP TC ENERGY CORP $5.63万0.01%900 900— $5.63万 新建仓
ADBE ADOBE INC $5.59万0.01%230 00.0% — 不变
SHEL SHELL PLC $5.58万0.01%600 500500.0% $4.65万 加仓
TRMB TRIMBLE INC $5.54万0.01%850 00.0% — 不变
LLY ELI LILLY & CO $5.52万0.01%60 -22-26.8% -$2.02万 减仓
OAKM HARRIS OAKMARK ETF TRUST $5.51万0.01%2,000 1,000100.0% $2.76万 加仓
ENB ENBRIDGE INC $5.39万0.01%995 995— $5.39万 新建仓
INTC INTEL CORP $5.30万0.01%1,200 252.1% $1,103 加仓
IXUS ISHARES TR $5.15万0.01%594 00.0% — 不变
SHOO MADDEN STEVEN LTD $5.09万0.01%1,500 00.0% — 不变
VPU VANGUARD WORLD FD $5.05万0.01%255 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $5.04万0.01%270 270— $5.04万 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $4.99万0.01%1,280 00.0% — 不变
NFLX NETFLIX INC. $4.90万0.01%510 -20-3.8% -$1,923 减仓