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 |
|---|---|---|---|---|---|---|---|---|
| SIND | SINDA LTD | $42.00万 | 0.04% | 35,000 | 35,000 | — | $42.00万 | 新建仓 |
| EFXT | ENERFLEX LTD | $41.67万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $40.86万 | 0.04% | 12,000 | 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 |
| RRC | RANGE RES CORP | $39.05万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $37.73万 | 0.04% | 32,000 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $35.14万 | 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 |
| HAL | HALLIBURTON CO | $33.95万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| HAFN | HAFNIA LTD | $33.26万 | 0.03% | 50,084 | -55,095 | -52.4% | -$36.58万 | 减仓 |
| — | EUROSEAS LTD | $33.19万 | 0.03% | 5,000 | 5,000 | — | $33.19万 | 新建仓 |
| TNK | TEEKAY TANK-CL A | $32.63万 | 0.03% | 5,030 | -353 | -6.6% | -$2.29万 | 减仓 |
| FRVO | FERVO ENERGY CO | $29.23万 | 0.03% | 10,000 | 10,000 | — | $29.23万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $27.75万 | 0.03% | 5,000 | -3,500 | -41.2% | -$19.43万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.36万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $25.86万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $25.46万 | 0.02% | 2,500 | -2,500 | -50.0% | -$25.46万 | 减仓 |
| RGLD | ROYAL GOLD INC | $25.05万 | 0.02% | 1,255 | -79,985 | -98.5% | -$1,596.58万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $24.38万 | 0.02% | 5,100 | 2,600 | 104.0% | $12.43万 | 加仓 |
| — | SOLITARIO RESOURCES CORP | $23.32万 | 0.02% | 310,000 | 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 |
| SLB | SCHLUMBERGER LTD | $20.92万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $19.98万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $13.91万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $10.18万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $7.11万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $6.32万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| 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 |