U S GLOBAL INVESTORS INC
SAN ANTONIO TX · SEC CIK 0000754811
$8.58亿2026Q1 申报市值
135持仓数
49.1%前十大占比 · 第一大 9.1%
20 / 23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
ULCC 加仓+$933.14万
AAL 加仓+$929.23万
CDE 加仓+$891.29万
GFI 加仓+$755.27万
IAG 加仓+$746.37万
2026Q1 卖出最多 按季末市值估算
SUN COUNTRY HOLD 清仓-$2,318.56万
WPM 减仓-$1,699.36万
LUV 减仓-$1,649.21万
HL 重新持有-$978.08万
SSRM 重新持有-$898.59万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SUN COUNTRY HOLD | $0 | 0.00% | 0 | -1,611,228 | -100.0% | -$2,318.56万 | 清仓 |
| CMCL | CALEDONIA MINING | $0 | 0.00% | 0 | -217,334 | -100.0% | -$568.76万 | 清仓 |
| AAUC | ALLIED GOLD CORP | $0 | 0.00% | 0 | -242,753 | -100.0% | -$556.50万 | 清仓 |
| GAU | GALIANO GOLD INC | $0 | 0.00% | 0 | -2,193,071 | -100.0% | -$554.85万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -200,000 | -100.0% | -$280.80万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -2,375 | -100.0% | -$208.76万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -95,000 | -100.0% | -$188.57万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -50,000 | -100.0% | -$179.60万 | 清仓 |
| — | DOLLY VARDEN SIL | $0 | 0.00% | 0 | -350,000 | -100.0% | -$153.07万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -170,000 | -100.0% | -$148.07万 | 清仓 |
| CALI | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -22,000 | -100.0% | -$111.01万 | 清仓 |
| — | TASEKO MINES | $0 | 0.00% | 0 | -100,000 | -100.0% | -$56.64万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$46.36万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -5,500 | -100.0% | -$45.58万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$39.18万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$25.42万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -5,000 | -100.0% | -$23.95万 | 清仓 |
| BHP | BHP GROUP LTD | $0 | 0.00% | 0 | -3,500 | -100.0% | -$21.13万 | 清仓 |
| — | ELECTRA BATTERY | $0 | 0.00% | 0 | -250,000 | -100.0% | -$20.23万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -3,000 | -100.0% | -$20.20万 | 清仓 |
| TDW | TIDEWATER INC | $0 | 0.00% | 0 | -3,519 | -100.0% | -$17.77万 | 清仓 |
| — | AURELION INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$7.49万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$6.13万 | 清仓 |
| AA | ALCOA CORP | $6.63万 | 0.01% | 1,000 | 1,000 | — | $6.63万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $6.82万 | 0.01% | 12,000 | 12,000 | — | $6.82万 | 新建仓 |
| — | GLOBAL X FDS | $8.95万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CO | $9.07万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $9.25万 | 0.01% | 2,500 | -1,500 | -37.5% | -$5.55万 | 重新持有 |
| CME | CME GROUP INC | $13.62万 | 0.02% | 461 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $15.00万 | 0.02% | 1,000 | -800 | -44.4% | -$12.00万 | 重新持有 |
| WTTR | SELECT WATER SOLUTIONS INC | $15.30万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FURY GOLD MINES | $21.41万 | 0.02% | 350,000 | 350,000 | — | $21.41万 | 新建仓 |
| SLB | SCHLUMBERGER LTD | $23.13万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| — | SOLITARIO RESOURCES CORP | $25.42万 | 0.03% | 310,000 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM LTD | $25.57万 | 0.03% | 75,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.22万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | PARAMOUNT GOLD NEV CORP | $28.22万 | 0.03% | 170,000 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $28.34万 | 0.03% | 8,600 | 8,600 | — | $28.34万 | 新建仓 |
| REAL | THE REALREAL INC | $29.06万 | 0.03% | 32,000 | 32,000 | — | $29.06万 | 新建仓 |
| IE | IVANHOE ELECTRIC | $31.32万 | 0.04% | 26,499 | -25,000 | -48.5% | -$29.55万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $31.68万 | 0.04% | 9,000 | -1,000 | -10.0% | -$3.52万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $32.47万 | 0.04% | 3,100 | 3,100 | — | $32.47万 | 新建仓 |
| BP | BP PLC | $32.90万 | 0.04% | 7,000 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD | $35.56万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $36.04万 | 0.04% | 12,000 | 12,000 | — | $36.04万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $37.94万 | 0.04% | 20,765 | 20,765 | — | $37.94万 | 新建仓 |
| MATX | MATSON INC | $38.41万 | 0.04% | 2,343 | -1,244 | -34.7% | -$20.39万 | 减仓 |
| HAL | HALLIBURTON CO | $38.99万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANK-CL A | $39.47万 | 0.05% | 5,383 | 1,615 | 42.9% | $11.84万 | 加仓 |
| TRMD | TORM PLC-A | $39.60万 | 0.05% | 14,192 | 14,192 | — | $39.60万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $42.44万 | 0.05% | 10,000 | 5,000 | 100.0% | $21.22万 | 加仓 |
| HSLV | HIGHLANDER SILVE | $44.32万 | 0.05% | 280,000 | 280,000 | — | $44.32万 | 新建仓 |
| RRC | RANGE RES CORP | $47.44万 | 0.06% | 10,500 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $50.88万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $51.89万 | 0.06% | 8,500 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL-B | $52.70万 | 0.06% | 5,357 | 1,984 | 58.8% | $19.52万 | 加仓 |
| EXPD | EXPEDITORS INTL | $52.79万 | 0.06% | 3,686 | 1,473 | 66.6% | $21.10万 | 加仓 |
| FDX | FEDEX CORP | $52.89万 | 0.06% | 1,485 | 297 | 25.0% | $10.58万 | 加仓 |
| CCJ | CAMECO CORP | $54.30万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS -ADR | $56.21万 | 0.07% | 22,332 | 7,340 | 49.0% | $18.47万 | 加仓 |
| TPR | TAPESTRY INC | $57.08万 | 0.07% | 4,045 | -2,455 | -37.8% | -$34.64万 | 减仓 |
| CNL | COLLECTIVE MININ | $61.52万 | 0.07% | 35,000 | 0 | 0.0% | — | 不变 |
| ASM | AVINO SILVER & GOLD MINES LT | $63.20万 | 0.07% | 100,000 | 100,000 | — | $63.20万 | 新建仓 |
| MAKO | MAKO MINING CORP | $64.47万 | 0.08% | 100,000 | 100,000 | — | $64.47万 | 新建仓 |
| BMM | BLUE MOON METALS | $64.83万 | 0.08% | 100,000 | 100,000 | — | $64.83万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $65.73万 | 0.08% | 12,200 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP-CL A | $69.58万 | 0.08% | 18,690 | 12,856 | 220.4% | $47.86万 | 加仓 |
| — | COTERRA ENERGY INC | $70.28万 | 0.08% | 20,000 | 20,000 | — | $70.28万 | 新建仓 |
| CAT | CATERPILLAR INC | $70.85万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORP | $72.29万 | 0.08% | 6,418 | 4,249 | 195.9% | $47.86万 | 加仓 |
| TOL | TOLL BROTHERS INC | $73.69万 | 0.09% | 5,400 | 1,050 | 24.1% | $14.33万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $74.12万 | 0.09% | 3,000 | 2,000 | 200.0% | $49.42万 | 加仓 |
| EQT | EQT CORP | $76.37万 | 0.09% | 12,000 | 12,000 | — | $76.37万 | 新建仓 |
| TK | TEEKAY CORP LTD | $76.73万 | 0.09% | 62,843 | 18,627 | 42.1% | $22.74万 | 重新持有 |
| HAFN | HAFNIA LTD | $79.94万 | 0.09% | 105,179 | 74,018 | 237.5% | $56.25万 | 重新持有 |
| — | OSISKO DEVELOPME | $81.13万 | 0.09% | 250,000 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $82.33万 | 0.10% | 7,500 | 7,500 | — | $82.33万 | 新建仓 |
| PPTA | PERPETUA RESOURCES CORP | $84.36万 | 0.10% | 30,000 | -7,000 | -18.9% | -$19.68万 | 减仓 |
| BWLP | BW LPG LTD | $87.97万 | 0.10% | 49,708 | 32,659 | 191.6% | $57.80万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $90.64万 | 0.11% | 12,335 | -3,365 | -21.4% | -$24.73万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $93.30万 | 0.11% | 13,000 | 6,500 | 100.0% | $46.65万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $94.85万 | 0.11% | 2,900 | -2,900 | -50.0% | -$94.85万 | 减仓 |
| ITRG | INTEGRA RES CORP | $107.29万 | 0.13% | 393,000 | -993,127 | -71.6% | -$271.12万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $107.40万 | 0.13% | 50,000 | 50,000 | — | $107.40万 | 新建仓 |
| UBS | UBS GROUP AG | $108.61万 | 0.13% | 27,800 | 3,300 | 13.5% | $12.89万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $110.72万 | 0.13% | 41,100 | 7,500 | 22.3% | $20.20万 | 加仓 |
| — | SEABRIDGE GOLD INC | $113.36万 | 0.13% | 40,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $129.23万 | 0.15% | 4,250 | -3,250 | -43.3% | -$98.83万 | 减仓 |
| CCL | CARNIVAL CORP | $135.87万 | 0.16% | 52,500 | -18,000 | -25.5% | -$46.58万 | 减仓 |
| HL | HECLA MINING COMPANY | $139.72万 | 0.16% | 75,000 | -525,000 | -87.5% | -$978.08万 | 重新持有 |
| SHEL | SHELL PLC | $167.40万 | 0.20% | 18,000 | 7,000 | 63.6% | $65.10万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $175.93万 | 0.21% | 6,200 | 3,200 | 106.7% | $90.80万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $179.10万 | 0.21% | 75,000 | 35,000 | 87.5% | $83.58万 | 加仓 |
| AMZN | AMAZON COM INC | $197.86万 | 0.23% | 9,500 | 9,500 | — | $197.86万 | 新建仓 |
| TTE | TOTALENERGIES SE | $200.16万 | 0.23% | 22,000 | 7,000 | 46.7% | $63.69万 | 加仓 |
| MUX | MCEWEN INC | $204.85万 | 0.24% | 100,000 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $208.26万 | 0.24% | 60,000 | -219,270 | -78.5% | -$761.09万 | 减仓 |
| — | VERSAMET ROYALTI | $219.46万 | 0.26% | 250,000 | 250,000 | — | $219.46万 | 新建仓 |
| NTR | NUTRIEN LTD | $226.38万 | 0.26% | 30,000 | 5,000 | 20.0% | $37.73万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $234.73万 | 0.27% | 8,530 | -905 | -9.6% | -$24.90万 | 减仓 |