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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $52.89万 | 0.06% | 1,485 | 297 | 25.0% | $10.58万 | 加仓 |
| EXPD | EXPEDITORS INTL | $52.79万 | 0.06% | 3,686 | 1,473 | 66.6% | $21.10万 | 加仓 |
| UPS | UNITED PARCEL-B | $52.70万 | 0.06% | 5,357 | 1,984 | 58.8% | $19.52万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $51.89万 | 0.06% | 8,500 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $50.88万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $47.44万 | 0.06% | 10,500 | 0 | 0.0% | — | 不变 |
| HSLV | HIGHLANDER SILVE | $44.32万 | 0.05% | 280,000 | 280,000 | — | $44.32万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $42.44万 | 0.05% | 10,000 | 5,000 | 100.0% | $21.22万 | 加仓 |
| TRMD | TORM PLC-A | $39.60万 | 0.05% | 14,192 | 14,192 | — | $39.60万 | 新建仓 |
| TNK | TEEKAY TANK-CL A | $39.47万 | 0.05% | 5,383 | 1,615 | 42.9% | $11.84万 | 加仓 |
| HAL | HALLIBURTON CO | $38.99万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $38.41万 | 0.04% | 2,343 | -1,244 | -34.7% | -$20.39万 | 减仓 |
| DHT | DHT HOLDINGS INC | $37.94万 | 0.04% | 20,765 | 20,765 | — | $37.94万 | 新建仓 |
| MWH | SOLV ENERGY INC | $36.04万 | 0.04% | 12,000 | 12,000 | — | $36.04万 | 新建仓 |
| EFXT | ENERFLEX LTD | $35.56万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $32.90万 | 0.04% | 7,000 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $32.47万 | 0.04% | 3,100 | 3,100 | — | $32.47万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $31.68万 | 0.04% | 9,000 | -1,000 | -10.0% | -$3.52万 | 减仓 |
| IE | IVANHOE ELECTRIC | $31.32万 | 0.04% | 26,499 | -25,000 | -48.5% | -$29.55万 | 减仓 |
| REAL | THE REALREAL INC | $29.06万 | 0.03% | 32,000 | 32,000 | — | $29.06万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $28.34万 | 0.03% | 8,600 | 8,600 | — | $28.34万 | 新建仓 |
| — | PARAMOUNT GOLD NEV CORP | $28.22万 | 0.03% | 170,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.22万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM LTD | $25.57万 | 0.03% | 75,000 | 0 | 0.0% | — | 不变 |
| — | SOLITARIO RESOURCES CORP | $25.42万 | 0.03% | 310,000 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $23.13万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| — | FURY GOLD MINES | $21.41万 | 0.02% | 350,000 | 350,000 | — | $21.41万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $15.30万 | 0.02% | 10,000 | 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 |
| CME | CME GROUP INC | $13.62万 | 0.02% | 461 | 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 |
| EU | ENCORE ENERGY CO | $9.07万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $8.95万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $6.82万 | 0.01% | 12,000 | 12,000 | — | $6.82万 | 新建仓 |
| AA | ALCOA CORP | $6.63万 | 0.01% | 1,000 | 1,000 | — | $6.63万 | 新建仓 |
| — | 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 |