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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $5,815 | 0.00% | 14 | 14 | — | $5,815 | 新建仓 |
| TOST | TOAST INC | $5,564 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5,554 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $5,405 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $4,848 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $4,736 | 0.00% | 50 | 50 | — | $4,736 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $4,602 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $4,154 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3,855 | 0.00% | 25 | 25 | — | $3,855 | 新建仓 |
| ORCL | ORACLE CORP | $3,664 | 0.00% | 25 | -25 | -50.0% | -$3,664 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,487 | 0.00% | 16 | 8 | 100.0% | $1,744 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $3,318 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $3,189 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $3,171 | 0.00% | 35 | 35 | — | $3,171 | 新建仓 |
| MRNA | MODERNA INC | $3,152 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CR CO | $2,790 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $2,727 | 0.00% | 50 | 50 | — | $2,727 | 新建仓 |
| HRB | BLOCK H & R INC | $2,514 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $2,499 | 0.00% | 29 | 29 | — | $2,499 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2,053 | 0.00% | 57 | -78,423 | -99.9% | -$282.46万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,837 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $1,740 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1,655 | 0.00% | 6 | 6 | — | $1,655 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $1,635 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ODD | ODDITY TECH LTD | $1,513 | 0.00% | 100 | -95 | -48.7% | -$1,437 | 减仓 |
| ODD | ODDITY TECH LTD 看涨期权 | $1,513 | 0.00% | 100 | 100 | — | $1,513 | 新建仓 |
| ALB | ALBEMARLE CORP | $1,351 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1,283 | 0.00% | 15 | 15 | — | $1,283 | 新建仓 |
| PINS | PINTEREST INC | $1,262 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $1,140 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | ABERDEEN INDIA FD INC | $1,034 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $914 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $910 | 0.00% | 3 | 3 | — | $910 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $868 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $794 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $784 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $745 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $739 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $592 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $474 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $426 | 0.00% | 100 | 100 | — | $426 | 新建仓 |
| NKE | NIKE INC | $411 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $326 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $293 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $240 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $198 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $183 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $100 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $92 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $90 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $68 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $68 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PPTYS CORP | $61 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $48 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC | $40 | 0.00% | 7 | 7 | — | $40 | 新建仓 |
| — | VISTA GOLD CORP | $31 | 0.00% | 16 | -6,000 | -99.7% | -$1.16万 | 减仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $12 | 0.00% | 5 | 5 | — | $12 | 新建仓 |
| SITC | SITE CTRS CORP | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -56,580 | -100.0% | -$140.60万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -5,670 | -100.0% | -$128.16万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -3,055 | -100.0% | -$98.19万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -8,317 | -100.0% | -$74.97万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -13,829 | -100.0% | -$48.60万 | 清仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.51万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -1,700 | -100.0% | -$2.44万 | 清仓 |
| DVYE | ISHARES INC | $0 | 0.00% | 0 | -625 | -100.0% | -$2.15万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -550 | -100.0% | -$1.09万 | 清仓 |