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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $3,088.08万 | 5.25% | 107,651 | 31,571 | 41.5% | $905.65万 | 加仓 |
| AAPL | APPLE INC | $2,546.27万 | 4.33% | 100,330 | -1,351 | -1.3% | -$34.29万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,256.34万 | 3.84% | 635,052 | -26,032 | -3.9% | -$92.49万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,927.47万 | 3.28% | 456,530 | 30,237 | 7.1% | $127.66万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,894.35万 | 3.22% | 309,231 | -23,425 | -7.0% | -$143.50万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,794.06万 | 3.05% | 231,850 | 200,210 | 632.8% | $1,549.22万 | 加仓 |
| C | CITIGROUP INC | $1,705.50万 | 2.90% | 150,384 | 9 | 0.0% | $1,021 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,578.44万 | 2.68% | 167,955 | -159 | -0.1% | -$1.49万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,475.55万 | 2.51% | 195,049 | 39,777 | 25.6% | $300.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,425.62万 | 2.42% | 42,198 | -15,016 | -26.2% | -$507.30万 | 减仓 |
| FDX | FEDEX CORP | $1,381.41万 | 2.35% | 38,784 | -5,259 | -11.9% | -$187.32万 | 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 |
| FCX | FREEPORT MCMORAN INC | $1,335.31万 | 2.27% | 227,170 | -6,913 | -3.0% | -$40.63万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,328.26万 | 2.26% | 38,862 | -4,372 | -10.1% | -$149.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,288.06万 | 2.19% | 52,694 | -13,964 | -20.9% | -$341.34万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,187.61万 | 2.02% | 343,736 | 8,175 | 2.4% | $28.24万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,178.10万 | 2.00% | 64,578 | 1,106 | 1.7% | $20.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,137.18万 | 1.93% | 158,095 | 4,772 | 3.1% | $34.32万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,127.57万 | 1.92% | 231,296 | 1,807 | 0.8% | $8.81万 | 加仓 |
| AMZN | AMAZON COM INC | $1,093.54万 | 1.86% | 52,506 | 4,120 | 8.5% | $85.81万 | 加仓 |
| META | META PLATFORMS INC | $1,045.74万 | 1.78% | 18,278 | 178 | 1.0% | $10.18万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,032.81万 | 1.76% | 359,740 | -391 | -0.1% | -$1.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $999.24万 | 1.70% | 125,517 | 630 | 0.5% | $5.02万 | 加仓 |
| DIS | DISNEY WALT CO | $978.42万 | 1.66% | 101,517 | 9,285 | 10.1% | $89.49万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $951.74万 | 1.62% | 155,895 | -13,971 | -8.2% | -$85.29万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $937.74万 | 1.59% | 262,085 | -223 | -0.1% | -$7,979 | 减仓 |
| MSFT | MICROSOFT CORP | $895.89万 | 1.52% | 24,202 | 4,636 | 23.7% | $171.61万 | 加仓 |
| GOOGL | ALPHABET INC | $765.57万 | 1.30% | 26,623 | 19,630 | 280.7% | $564.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $758.34万 | 1.29% | 43,483 | 63 | 0.1% | $1.10万 | 加仓 |
| PFE | PFIZER INC | $668.57万 | 1.14% | 238,095 | 9,790 | 4.3% | $27.49万 | 加仓 |
| FISV | FISERV INC | $658.17万 | 1.12% | 117,952 | 55,042 | 87.5% | $307.13万 | 加仓 |
| RIO | RIO TINTO PLC | $631.34万 | 1.07% | 67,675 | -368 | -0.5% | -$3.43万 | 减仓 |
| CNH | CNH INDL N V | $615.74万 | 1.05% | 559,760 | -2,095 | -0.4% | -$2.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $605.05万 | 1.03% | 18,860 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $602.18万 | 1.02% | 65,618 | -5,969 | -8.3% | -$54.78万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $597.35万 | 1.02% | 331,490 | 330,790 | 47,255.7% | $596.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $541.26万 | 0.92% | 11,295 | 100 | 0.9% | $4.79万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $530.93万 | 0.90% | 70,650 | -13,365 | -15.9% | -$100.44万 | 减仓 |
| WY | WEYERHAEUSER CO | $525.92万 | 0.89% | 215,276 | 28,303 | 15.1% | $69.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $492.78万 | 0.84% | 16,752 | -3,554 | -17.5% | -$104.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $481.03万 | 0.82% | 5,686 | -3,635 | -39.0% | -$307.52万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $479.70万 | 0.82% | 80,554 | 18,904 | 30.7% | $112.57万 | 加仓 |
| IBB | ISHARES TR | $464.13万 | 0.79% | 27,488 | -2,150 | -7.3% | -$36.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $456.86万 | 0.78% | 4,585 | -599 | -11.6% | -$59.69万 | 减仓 |
| SGOV | ISHARES TR | $420.24万 | 0.71% | 41,748 | -11,195 | -21.1% | -$112.69万 | 减仓 |
| DE | DEERE & CO | $418.87万 | 0.71% | 7,436 | -46 | -0.6% | -$2.59万 | 减仓 |
| SLB | SLB LIMITED | $401.77万 | 0.68% | 78,180 | -2,745 | -3.4% | -$14.11万 | 减仓 |
| MLPX | GLOBAL X FDS | $378.28万 | 0.64% | 51,160 | -15,217 | -22.9% | -$112.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $342.13万 | 0.58% | 48,099 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $334.81万 | 0.57% | 46,149 | -408 | -0.9% | -$2.96万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $322.79万 | 0.55% | 11,026 | 4,841 | 78.3% | $141.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $322.29万 | 0.55% | 64,600 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $318.59万 | 0.54% | 44,359 | 285 | 0.6% | $2.05万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $300.75万 | 0.51% | 114,441 | 39,116 | 51.9% | $102.80万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $290.53万 | 0.49% | 78,480 | 78,480 | — | $290.53万 | 新建仓 |
| — | EXXON MOBIL CORP | $288.19万 | 0.49% | 16,987 | -166 | -1.0% | -$2.82万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $279.10万 | 0.47% | 52,809 | -3,420 | -6.1% | -$18.07万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $252.28万 | 0.43% | 50,125 | -2,483 | -4.7% | -$12.50万 | 减仓 |
| SNY | SANOFI SA | $233.82万 | 0.40% | 48,531 | 22,765 | 88.4% | $109.68万 | 加仓 |
| CHWY | CHEWY INC | $210.16万 | 0.36% | 77,836 | 77,671 | 47,073.3% | $209.71万 | 加仓 |
| UNP | UNION PAC CORP | $204.70万 | 0.35% | 8,437 | 3,900 | 86.0% | $94.62万 | 加仓 |
| ABNB | AIRBNB INC | $189.12万 | 0.32% | 14,976 | 8,992 | 150.3% | $113.55万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $174.59万 | 0.30% | 35,515 | -1,275 | -3.5% | -$6.27万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $145.96万 | 0.25% | 14,569 | -612 | -4.0% | -$6.13万 | 减仓 |
| CCJ | CAMECO CORP | $145.11万 | 0.25% | 13,361 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $140.60万 | 0.24% | 56,580 | 56,580 | — | $140.60万 | 新建仓 |
| — | HONEYWELL INTL INC | $128.16万 | 0.22% | 5,670 | -200 | -3.4% | -$4.52万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $127.42万 | 0.22% | 14,950 | -20,630 | -58.0% | -$175.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $121.15万 | 0.21% | 5,856 | -204 | -3.4% | -$4.22万 | 减仓 |
| MTN | VAIL RESORTS INC | $120.83万 | 0.21% | 9,416 | 20 | 0.2% | $2,566 | 加仓 |
| KO | COCA COLA CO | $118.64万 | 0.20% | 15,600 | -400 | -2.5% | -$3.04万 | 减仓 |
| FSLR | FIRST SOLAR INC | $111.51万 | 0.19% | 5,653 | 25 | 0.4% | $4,932 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $108.73万 | 0.18% | 22,685 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $102.11万 | 0.17% | 16,045 | 200 | 1.3% | $1.27万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $98.19万 | 0.17% | 3,055 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $82.15万 | 0.14% | 2,895 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $80.89万 | 0.14% | 1,880 | -50 | -2.6% | -$2.15万 | 减仓 |
| 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 |
| DFIS | DIMENSIONAL ETF TRUST | $77.78万 | 0.13% | 23,100 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $74.97万 | 0.13% | 8,317 | 1,732 | 26.3% | $15.61万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.19万 | 0.12% | 4,935 | 25 | 0.5% | $3,657 | 加仓 |
| AVGO | BROADCOM INC | $69.73万 | 0.12% | 2,253 | -15 | -0.7% | -$4,643 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $69.67万 | 0.12% | 13,200 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $68.56万 | 0.12% | 17,643 | 335 | 1.9% | $1.30万 | 加仓 |
| GEV | GE VERNOVA INC | $65.29万 | 0.11% | 748 | -36 | -4.6% | -$3.14万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $61.52万 | 0.10% | 12,125 | -700 | -5.5% | -$3.55万 | 减仓 |
| SBUX | STARBUCKS CORP | $60.30万 | 0.10% | 6,731 | 500 | 8.0% | $4.48万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $59.38万 | 0.10% | 1,963 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $58.76万 | 0.10% | 2,750 | -94 | -3.3% | -$2.01万 | 减仓 |
| VDE | VANGUARD WORLD FD | $52.95万 | 0.09% | 3,060 | -200 | -6.1% | -$3.46万 | 减仓 |
| — | COTERRA ENERGY INC | $48.60万 | 0.08% | 13,829 | -19,245 | -58.2% | -$67.63万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.53万 | 0.08% | 3,195 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $41.51万 | 0.07% | 695 | 100 | 16.8% | $5.97万 | 加仓 |
| V | VISA INC | $41.42万 | 0.07% | 1,371 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.26万 | 0.07% | 5,189 | -150 | -2.8% | -$1.16万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $37.89万 | 0.06% | 90 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.20万 | 0.06% | 572 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.42万 | 0.06% | 2,850 | 300 | 11.8% | $3.73万 | 加仓 |
| ADI | ANALOG DEVICES INC | $34.52万 | 0.06% | 1,085 | -215 | -16.5% | -$6.84万 | 减仓 |