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
ENB ENBRIDGE INC $5.39万0.01%995 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $5.13万0.01%300 300— $5.13万 新建仓
SHOO MADDEN STEVEN LTD $5.05万0.01%1,200 -300-20.0% -$1.26万 减仓
VPU VANGUARD WORLD FD $4.99万0.01%255 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $4.82万0.01%610 00.0% — 不变
D DOMINION ENERGY INC $4.78万0.01%700 00.0% — 不变
ADBE ADOBE INC $4.72万0.01%230 00.0% — 不变
SHEL SHELL PLC $4.65万0.01%600 00.0% — 不变
VO VANGUARD INDEX FDS $4.58万0.01%569 132.3% $1,047 加仓
TEL TE CONNECTIVITY PLC $4.54万0.01%225 00.0% — 不变
OUST OUSTER INC $4.53万0.01%725 -75-9.4% -$4,689 减仓
PM PHILIP MORRIS INTL INC $4.52万0.01%250 00.0% — 不变
TRMB TRIMBLE INC $4.35万0.01%850 00.0% — 不变
GSK GSK PLC $4.19万0.01%800 00.0% — 不变
RIG TRANSOCEAN LTD $4.16万0.01%8,500 00.0% — 不变
ASML ASML HLDG NV $3.98万0.01%20 00.0% — 不变
DFSE DIMENSIONAL ETF TRUST $3.91万0.01%800 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $3.87万0.01%1,050 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $3.85万0.01%2,150 65043.3% $1.17万 加仓
URNM SPROTT FDS TR $3.81万0.01%725 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $3.72万0.01%400 00.0% — 不变
NFLX NETFLIX INC. $3.64万0.01%510 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $3.58万0.01%237 237— $3.58万 新建仓
EIX EDISON INTL $3.54万0.01%475 00.0% — 不变
LOW LOWES COS INC $3.53万0.01%160 00.0% — 不变
WAT WATERS CORP $3.53万0.01%94 00.0% — 不变
ABCL ABCELLERA BIOLOGICS INC $3.52万0.01%4,484 1,68460.1% $1.32万 加仓
TDW TIDEWATER INC NEW $3.50万0.01%525 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $3.43万0.01%1,102 00.0% — 不变
IEFA ISHARES TR $3.38万0.00%350 00.0% — 不变
XLK SELECT SECTOR SPDR TR $3.37万0.00%177 10.6% $191 加仓
EPR EPR PPTYS $3.15万0.00%542 542— $3.15万 新建仓
IP INTERNATIONAL PAPER CO $3.05万0.00%800 00.0% — 不变
FNDB SCHWAB STRATEGIC TR $3.05万0.00%1,000 00.0% — 不变
BE BLOOM ENERGY CORP $3.03万0.00%100 00.0% — 不变
ADSK AUTODESK INC $2.92万0.00%150 00.0% — 不变
GDXJ VANECK ETF TRUST $2.85万0.00%290 00.0% — 不变
— AVALONBAY CMNTYS INC $2.83万0.00%150 00.0% — 不变
STZ CONSTELLATION BRANDS INC $2.78万0.00%200 00.0% — 不变
DFGR DIMENSIONAL ETF TRUST $2.62万0.00%905 00.0% — 不变
GGAL GRUPO FINANCIERO GALICIA S.A $2.50万0.00%500 00.0% — 不变
FTV FORTIVE CORP $2.44万0.00%400 00.0% — 不变
GIS GENERAL MILLS INC $2.44万0.00%700 00.0% — 不变
VBR VANGUARD INDEX FDS $2.43万0.00%100 00.0% — 不变
CAH CARDINAL HEALTH INC $2.38万0.00%100 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.37万0.00%550 00.0% — 不变
DAL DELTA AIR LINES INC $2.34万0.00%250 00.0% — 不变
KMX CARMAX INC $2.30万0.00%435 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2.28万0.00%172 00.0% — 不变
YUM YUM BRANDS INC $2.24万0.00%140 00.0% — 不变
WM WASTE MGMT INC DEL $2.23万0.00%100 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $2.22万0.00%613 00.0% — 不变
VGT VANGUARD WORLD FD $2.20万0.00%184 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW $2.15万0.00%866 866— $2.15万 新建仓
CAT CATERPILLAR INC $2.13万0.00%20 -10-33.3% -$1.06万 减仓
NVO NOVO-NORDISK A S $2.10万0.00%437 00.0% — 不变
RTX RTX CORPORATION $2.09万0.00%110 00.0% — 不变
BA BOEING CO $2.06万0.00%95 00.0% — 不变
IBRX IMMUNITYBIO INC $2.01万0.00%2,300 2,300— $2.01万 新建仓
— ISHARES INC $1.94万0.00%500 00.0% — 不变
SOLV SOLVENTUM CORP $1.93万0.00%250 00.0% — 不变
RDDT REDDIT INC $1.74万0.00%100 100— $1.74万 新建仓
CM CANADIAN IMPERIAL BANK OF CO $1.73万0.00%150 00.0% — 不变
CLX CLOROX CO DEL $1.67万0.00%175 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $1.61万0.00%581 401222.8% $1.11万 加仓
CHE CHEMED CORP NEW $1.57万0.00%34 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $1.53万0.00%250 00.0% — 不变
GLXY GALAXY DIGITAL INC. $1.50万0.00%550 5010.0% $1,367 加仓
BAX BAXTER INTL INC $1.49万0.00%700 00.0% — 不变
CVE CENOVUS ENERGY INC $1.49万0.00%600 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $1.48万0.00%150 150— $1.48万 新建仓
— CBRE GBL REAL ESTATE INC FD $1.38万0.00%3,000 00.0% — 不变
EMN EASTMAN CHEM CO $1.34万0.00%200 00.0% — 不变
VLTO VERALTO CORP $1.33万0.00%150 00.0% — 不变
LUV SOUTHWEST AIRLS CO $1.33万0.00%258 00.0% — 不变
AVAV AEROVIRONMENT INC $1.32万0.00%80 1014.3% $1,651 加仓
MBC MASTERBRAND INC $1.32万0.00%1,280 00.0% — 不变
ETSY ETSY INC $1.29万0.00%171 00.0% — 不变
QQQ INVESCO QQQ TR $1.25万0.00%17 -15-46.9% -$1.10万 减仓
CTVA CORTEVA INC $1.19万0.00%140 00.0% — 不变
TEM TEMPUS AI INC $1.16万0.00%200 00.0% — 不变
RRC RANGE RES CORP $1.12万0.00%300 00.0% — 不变
POWI POWER INTEGRATIONS INC $1.05万0.00%125 125— $1.05万 新建仓
ZETA ZETA GLOBAL HOLDINGS CORP $9,8400.00%500 00.0% — 不变
RAL RALLIANT CORP $9,7930.00%133 00.0% — 不变
WPC WP CAREY INC $9,5810.00%134 00.0% — 不变
— COHEN & STEERS ETF TRUST $8,3490.00%250 00.0% — 不变
F FORD MTR CO $8,2970.00%597 00.0% — 不变
GM GENERAL MTRS CO $7,9400.00%103 00.0% — 不变
AMLP ALPS ETF TR $7,9340.00%153 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $7,8950.00%60 00.0% — 不变
NVS NOVARTIS AG $7,8360.00%50 50— $7,836 新建仓
TSLX SIXTH STREET SPECIALTY LENDI $7,7270.00%450 00.0% — 不变
KIM KIMCO REALTY CORP $7,6050.00%300 00.0% — 不变
XYZ BLOCK INC $7,6000.00%100 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $7,4020.00%124 00.0% — 不变
SPYV SPDR SERIES TRUST $6,8090.00%112 00.0% — 不变
DFSI DIMENSIONAL ETF TRUST $6,7650.00%150 00.0% — 不变
EXEL EXELIXIS INC $6,2580.00%115 115— $6,258 新建仓
WDAY WORKDAY INC $6,1210.00%50 00.0% — 不变