U S GLOBAL INVESTORS INC
SAN ANTONIO TX · SEC CIK 0000754811
$10.40亿2026Q2 申报市值
127持仓数
59.6%前十大占比 · 第一大 10.4%
12 / 20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
AYA 新建仓+$2,126.20万
LUV 加仓+$1,631.46万
WPM 加仓+$1,239.59万
SKYW 加仓+$749.88万
EXK 加仓+$619.68万
2026Q2 卖出最多 按季末市值估算
RGLD 减仓-$1,596.58万
ULCC 减仓-$1,476.60万
GFI 减仓-$978.67万
AU 减仓-$974.28万
DAL 减仓-$906.00万
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 |
|---|---|---|---|---|---|---|---|---|
| DRD | DRDGOLD LIMITED | $0 | 0.00% | 0 | -245,545 | -100.0% | -$721.17万 | 清仓 |
| KGC | KINROSS GOLD | $0 | 0.00% | 0 | -195,363 | -100.0% | -$596.25万 | 清仓 |
| — | ORLA MINING LTD | $0 | 0.00% | 0 | -246,374 | -100.0% | -$396.56万 | 清仓 |
| ELE | ELEMENTAL ROYALT | $0 | 0.00% | 0 | -150,000 | -100.0% | -$282.67万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -52,500 | -100.0% | -$135.87万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$113.36万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$107.40万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -7,500 | -100.0% | -$82.33万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$76.37万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$70.28万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -4,000 | -100.0% | -$50.88万 | 清仓 |
| TRMD | TORM PLC-A | $0 | 0.00% | 0 | -14,192 | -100.0% | -$39.60万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -2,343 | -100.0% | -$38.41万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -3,100 | -100.0% | -$32.47万 | 清仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$31.68万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -8,600 | -100.0% | -$28.34万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -75,000 | -100.0% | -$25.57万 | 清仓 |
| — | FURY GOLD MINES | $0 | 0.00% | 0 | -350,000 | -100.0% | -$21.41万 | 清仓 |
| EU | ENCORE ENERGY CO | $0 | 0.00% | 0 | -50,000 | -100.0% | -$9.07万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6.63万 | 清仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $6.32万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $7.11万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $10.18万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $13.91万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $19.98万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $20.92万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| — | PARAMOUNT GOLD NEV CORP | $22.80万 | 0.02% | 200,000 | 30,000 | 17.6% | $3.42万 | 加仓 |
| — | SOLITARIO RESOURCES CORP | $23.32万 | 0.02% | 310,000 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $24.38万 | 0.02% | 5,100 | 2,600 | 104.0% | $12.43万 | 加仓 |
| RGLD | ROYAL GOLD INC | $25.05万 | 0.02% | 1,255 | -79,985 | -98.5% | -$1,596.58万 | 减仓 |
| CCJ | CAMECO CORP | $25.46万 | 0.02% | 2,500 | -2,500 | -50.0% | -$25.46万 | 减仓 |
| BP | BP PLC | $25.86万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $27.36万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $27.75万 | 0.03% | 5,000 | -3,500 | -41.2% | -$19.43万 | 减仓 |
| FRVO | FERVO ENERGY CO | $29.23万 | 0.03% | 10,000 | 10,000 | — | $29.23万 | 新建仓 |
| TNK | TEEKAY TANK-CL A | $32.63万 | 0.03% | 5,030 | -353 | -6.6% | -$2.29万 | 减仓 |
| — | EUROSEAS LTD | $33.19万 | 0.03% | 5,000 | 5,000 | — | $33.19万 | 新建仓 |
| HAFN | HAFNIA LTD | $33.26万 | 0.03% | 50,084 | -55,095 | -52.4% | -$36.58万 | 减仓 |
| HAL | HALLIBURTON CO | $33.95万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORP | $34.31万 | 0.03% | 2,804 | -3,614 | -56.3% | -$44.22万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $35.14万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $37.73万 | 0.04% | 32,000 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $39.05万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $39.07万 | 0.04% | 1,500 | -1,500 | -50.0% | -$39.07万 | 减仓 |
| MWH | SOLV ENERGY INC | $40.86万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD | $41.67万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| SIND | SINDA LTD | $42.00万 | 0.04% | 35,000 | 35,000 | — | $42.00万 | 新建仓 |
| CNL | COLLECTIVE MININ | $42.97万 | 0.04% | 35,000 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC | $49.49万 | 0.05% | 51,499 | 25,000 | 94.3% | $24.02万 | 加仓 |
| FDX | FEDEX CORP | $50.66万 | 0.05% | 1,618 | 133 | 9.0% | $4.16万 | 加仓 |
| EXPD | EXPEDITORS INTL | $53.56万 | 0.05% | 3,286 | -400 | -10.9% | -$6.52万 | 减仓 |
| UPS | UNITED PARCEL-B | $54.12万 | 0.05% | 5,034 | -323 | -6.0% | -$3.47万 | 减仓 |
| ZTO | ZTO EXPRESS -ADR | $54.37万 | 0.05% | 24,296 | 1,964 | 8.8% | $4.40万 | 加仓 |
| AAPL | APPLE INC | $57.87万 | 0.06% | 2,000 | 2,000 | — | $57.87万 | 新建仓 |
| BWLP | BW LPG LTD | $59.09万 | 0.06% | 33,953 | -15,755 | -31.7% | -$27.42万 | 减仓 |
| TPR | TAPESTRY INC | $59.21万 | 0.06% | 4,045 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $60.69万 | 0.06% | 250,000 | 0 | 0.0% | — | 不变 |
| TK | TEEKAY CORP LTD | $61.01万 | 0.06% | 61,009 | -1,834 | -2.9% | -$1.83万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $62.28万 | 0.06% | 30,000 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS | $65.66万 | 0.06% | 9,480 | 9,480 | — | $65.66万 | 新建仓 |
| GSL | GLOBAL SHIP-CL A | $70.56万 | 0.07% | 18,766 | 76 | 0.4% | $2,858 | 加仓 |
| SSMR | SUNSHINE SILVER MNG & REFNG | $72.71万 | 0.07% | 55,000 | 55,000 | — | $72.71万 | 新建仓 |
| MAKO | MAKO MINING CORP | $73.39万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $74.13万 | 0.07% | 6,300 | 6,300 | — | $74.13万 | 新建仓 |
| ITRG | INTEGRA RES CORP | $79.45万 | 0.08% | 350,000 | -43,000 | -10.9% | -$9.76万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $80.89万 | 0.08% | 10,000 | -120,445 | -92.3% | -$974.28万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $81.76万 | 0.08% | 17,700 | 5,500 | 45.1% | $25.40万 | 加仓 |
| GFI | GOLD FIELDS LTD | $83.97万 | 0.08% | 25,000 | -291,358 | -92.1% | -$978.67万 | 减仓 |
| INSW | INTERNATIONAL SE | $85.24万 | 0.08% | 11,130 | 11,130 | — | $85.24万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $89.65万 | 0.09% | 54,236 | 33,471 | 161.2% | $55.33万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $94.50万 | 0.09% | 2,550 | -350 | -12.1% | -$12.97万 | 减仓 |
| TOL | TOLL BROTHERS INC | $103.79万 | 0.10% | 6,300 | 900 | 16.7% | $14.83万 | 加仓 |
| CAT | CATERPILLAR INC | $106.49万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $110.52万 | 0.11% | 22,300 | -5,500 | -19.8% | -$27.26万 | 减仓 |
| HL | HECLA MINING COMPANY | $115.72万 | 0.11% | 75,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $116.21万 | 0.11% | 8,500 | -9,000 | -51.4% | -$123.05万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $124.74万 | 0.12% | 15,800 | 2,800 | 21.5% | $22.11万 | 加仓 |
| OGC | OCEANAGOLD CORP | $125.07万 | 0.12% | 50,000 | 50,000 | — | $125.07万 | 新建仓 |
| BMM | BLUE MOON METALS | $126.65万 | 0.12% | 200,000 | 100,000 | 100.0% | $63.33万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $129.05万 | 0.12% | 31,600 | -9,500 | -23.1% | -$38.80万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $130.53万 | 0.13% | 3,950 | -300 | -7.1% | -$9.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $132.93万 | 0.13% | 3,930 | 3,930 | — | $132.93万 | 新建仓 |
| SHEL | SHELL PLC | $139.57万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $148.19万 | 0.14% | 6,200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $149.99万 | 0.14% | 52,500 | 52,500 | — | $149.99万 | 新建仓 |
| HSLV | HIGHLANDER SILVE | $152.30万 | 0.15% | 325,000 | 45,000 | 16.1% | $21.09万 | 加仓 |
| NTR | NUTRIEN LTD | $157.38万 | 0.15% | 25,000 | -5,000 | -16.7% | -$31.48万 | 减仓 |
| TTE | TOTALENERGIES SE | $171.07万 | 0.16% | 22,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $178.75万 | 0.17% | 7,500 | -2,000 | -21.1% | -$47.67万 | 减仓 |
| MUX | MCEWEN INC | $181.68万 | 0.17% | 100,000 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $198.19万 | 0.19% | 18,935 | 6,600 | 53.5% | $69.08万 | 加仓 |
| — | VERSAMET ROYALTI | $214.61万 | 0.21% | 250,000 | 0 | 0.0% | — | 不变 |
| — | SANTACRUZ SILVER | $226.57万 | 0.22% | 350,000 | -431,754 | -55.2% | -$279.49万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $233.47万 | 0.22% | 275,000 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $241.50万 | 0.23% | 125,000 | 50,000 | 66.7% | $96.60万 | 加仓 |
| SVM | SILVERCORP METALS INC | $252.50万 | 0.24% | 250,000 | -367,663 | -59.5% | -$371.34万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $270.85万 | 0.26% | 8,530 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $271.29万 | 0.26% | 6,450 | -650 | -9.2% | -$27.34万 | 减仓 |
| RACE | FERRARI N V | $295.04万 | 0.28% | 7,925 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC NEW | $303.40万 | 0.29% | 100,000 | -101,021 | -50.3% | -$306.50万 | 减仓 |