CoreCommodity Management, LLC
STAMFORD CT · SEC CIK 0001301743
$5.02亿2026Q2 申报市值
124持仓数
70.9%前十大占比 · 第一大 63.6%
16 / 18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
CCNR 加仓+$613.79万
BTE 加仓+$363.32万
CNH 加仓+$253.42万
AWR 新建仓+$232.83万
TSN 加仓+$231.74万
2026Q2 卖出最多 按季末市值估算
MUR 减仓-$408.59万
MOS 减仓-$368.13万
COTERRA ENERGY I 清仓-$345.54万
HRL 减仓-$220.07万
KGS 减仓-$218.88万
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -98,331 | -100.0% | -$345.54万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -101,982 | -100.0% | -$210.29万 | 清仓 |
| RES | RPC INC | $0 | 0.00% | 0 | -187,238 | -100.0% | -$132.56万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -6,157 | -100.0% | -$110.54万 | 清仓 |
| DOLE | DOLE PLC | $0 | 0.00% | 0 | -72,023 | -100.0% | -$102.92万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -75,296 | -100.0% | -$89.68万 | 清仓 |
| AAUC | ALLIED GOLD CORP | $0 | 0.00% | 0 | -23,906 | -100.0% | -$73.75万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -12,436 | -100.0% | -$73.61万 | 清仓 |
| MUX | MCEWEN INC | $0 | 0.00% | 0 | -33,888 | -100.0% | -$69.20万 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -27,587 | -100.0% | -$67.39万 | 清仓 |
| CLB | CORE LABORATORIES INC | $0 | 0.00% | 0 | -31,972 | -100.0% | -$53.68万 | 清仓 |
| RIO | RIO TINTO PLC-SPON ADR | $0 | 0.00% | 0 | -5,142 | -100.0% | -$47.97万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -6,258 | -100.0% | -$36.78万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -1,900 | -100.0% | -$24.81万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,468 | -100.0% | -$22.07万 | 清仓 |
| APA | APA CORP | $0 | 0.00% | 0 | -5,101 | -100.0% | -$21.65万 | 清仓 |
| FSM | FORTUNA MINING CORP | $0 | 0.00% | 0 | -21,621 | -100.0% | -$21.47万 | 清仓 |
| CNX | CNX RESOURCES CORP | $0 | 0.00% | 0 | -5,277 | -100.0% | -$20.34万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $13.04万 | 0.03% | 13,897 | -141,117 | -91.0% | -$132.43万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $14.68万 | 0.03% | 25,390 | 25,390 | — | $14.68万 | 新建仓 |
| GGB | GERDAU SA | $19.56万 | 0.04% | 48,408 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $20.42万 | 0.04% | 6,970 | 6,970 | — | $20.42万 | 新建仓 |
| VALE | VALE S A | $20.68万 | 0.04% | 13,747 | -7,281 | -34.6% | -$10.95万 | 减仓 |
| B | BARRICK MNG CORP | $21.49万 | 0.04% | 5,852 | 1,036 | 21.5% | $3.81万 | 重新持有 |
| CALM | CAL MAINE FOODS INC | $21.54万 | 0.04% | 2,674 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $23.32万 | 0.05% | 2,289 | 2,289 | — | $23.32万 | 新建仓 |
| MUR | MURPHY OIL CORP | $24.38万 | 0.05% | 7,489 | -125,489 | -94.4% | -$408.59万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $26.14万 | 0.05% | 4,709 | -5,888 | -55.6% | -$32.68万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $26.95万 | 0.05% | 3,490 | 1,259 | 56.4% | $9.72万 | 加仓 |
| METC | RAMACO RES INC | $30.82万 | 0.06% | 23,298 | 420 | 1.8% | $5,557 | 加仓 |
| EQNR | EQUINOR ASA | $31.20万 | 0.06% | 9,936 | -7,537 | -43.1% | -$23.67万 | 减仓 |
| MOS | MOSAIC CO | $31.28万 | 0.06% | 14,762 | -173,728 | -92.2% | -$368.13万 | 减仓 |
| ICL | ICL GROUP LTD | $33.22万 | 0.07% | 66,699 | 10,097 | 17.8% | $5.03万 | 加仓 |
| CDE | COEUR MNG INC | $34.19万 | 0.07% | 20,948 | 6,036 | 40.5% | $9.85万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $36.89万 | 0.07% | 14,815 | -7,780 | -34.4% | -$19.37万 | 减仓 |
| JBS | JBS N.V. | $38.00万 | 0.08% | 32,067 | 32,067 | — | $38.00万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $38.03万 | 0.08% | 180,227 | 161,047 | 839.7% | $33.98万 | 重新持有 |
| PBR | PETROLEO BRASILEIRO S A | $38.33万 | 0.08% | 23,717 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PLC | $40.51万 | 0.08% | 64,816 | 5,292 | 8.9% | $3.31万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $41.47万 | 0.08% | 42,231 | 763 | 1.8% | $7,493 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $42.83万 | 0.09% | 25,787 | -73,223 | -74.0% | -$121.62万 | 减仓 |
| SKE | SKEENA RES LTD NEW | $42.91万 | 0.09% | 16,097 | 16,097 | — | $42.91万 | 新建仓 |
| OBE | OBSIDIAN ENERGY LTD | $46.67万 | 0.09% | 57,105 | 57,105 | — | $46.67万 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $48.10万 | 0.10% | 34,702 | 34,702 | — | $48.10万 | 新建仓 |
| CENX | CENTURY ALUM CO | $53.94万 | 0.11% | 11,723 | -15,308 | -56.6% | -$70.43万 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $55.74万 | 0.11% | 69,241 | -6,616 | -8.7% | -$5.33万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $56.84万 | 0.11% | 22,920 | 2,536 | 12.4% | $6.29万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $57.73万 | 0.12% | 5,301 | -335 | -5.9% | -$3.65万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $59.37万 | 0.12% | 37,060 | -27,597 | -42.7% | -$44.21万 | 减仓 |
| HL | HECLA MINING COMPANY | $60.68万 | 0.12% | 39,327 | -38,698 | -49.6% | -$59.71万 | 重新持有 |
| FLNC | FLUENCE ENERGY INC | $64.80万 | 0.13% | 32,595 | -553 | -1.7% | -$1.10万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $64.89万 | 0.13% | 57,270 | 835 | 1.5% | $9,461 | 加仓 |
| BHP | BHP BILLITON LIMITED | $65.34万 | 0.13% | 7,843 | -3,679 | -31.9% | -$30.65万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $66.65万 | 0.13% | 12,606 | -41,139 | -76.5% | -$217.50万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $68.25万 | 0.14% | 16,517 | -44,704 | -73.0% | -$184.72万 | 减仓 |
| VET | VERMILION ENERGY INC | $69.46万 | 0.14% | 74,356 | 1,214 | 1.7% | $1.13万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $70.14万 | 0.14% | 23,405 | 23,405 | — | $70.14万 | 新建仓 |
| AMRC | AMERESCO INC | $71.26万 | 0.14% | 25,818 | 1,296 | 5.3% | $3.58万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $72.37万 | 0.14% | 12,384 | 12,384 | — | $72.37万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $73.80万 | 0.15% | 29,736 | -88,667 | -74.9% | -$220.07万 | 减仓 |
| VAL | VALARIS LTD | $74.49万 | 0.15% | 10,260 | -18,256 | -64.0% | -$132.54万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $74.79万 | 0.15% | 4,255 | 60 | 1.4% | $1.05万 | 加仓 |
| TX | TERNIUM SA | $75.48万 | 0.15% | 17,676 | -807 | -4.4% | -$3.45万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $75.81万 | 0.15% | 71,115 | 71,115 | — | $75.81万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $77.34万 | 0.15% | 9,529 | 9,529 | — | $77.34万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $78.92万 | 0.16% | 87,494 | 65,162 | 291.8% | $58.78万 | 加仓 |
| CGAU | CENTERRA GOLD INC | $80.62万 | 0.16% | 50,917 | -2,522 | -4.7% | -$3.99万 | 减仓 |
| WFG | WEST FRASER TIMBER CO LTD | $81.73万 | 0.16% | 12,092 | -31,493 | -72.3% | -$212.86万 | 减仓 |
| DMC | DEL MONTE CORP | $82.83万 | 0.17% | 28,347 | 463 | 1.7% | $1.35万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $82.98万 | 0.17% | 23,614 | 1,994 | 9.2% | $7.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $86.78万 | 0.17% | 5,235 | -3,085 | -37.1% | -$51.14万 | 重新持有 |
| EGY | VAALCO ENERGY INC | $89.57万 | 0.18% | 176,310 | 95,105 | 117.1% | $48.31万 | 加仓 |
| BKV | BKV CORP | $90.68万 | 0.18% | 33,145 | 33,145 | — | $90.68万 | 新建仓 |
| NE | NOBLE CORP PLC | $93.75万 | 0.19% | 28,771 | 18,760 | 187.4% | $61.13万 | 重新持有 |
| CMP | COMPASS MINERALS INTL INC | $98.17万 | 0.20% | 31,537 | 540 | 1.7% | $1.68万 | 加仓 |
| BTG | B2GOLD CORP | $99.88万 | 0.20% | 267,055 | 205,172 | 331.5% | $76.73万 | 加仓 |
| — | ORLA MNG LTD NEW | $100.82万 | 0.20% | 102,987 | 102,987 | — | $100.82万 | 新建仓 |
| PDS | PRECISION DRILLING CORP | $101.26万 | 0.20% | 13,206 | 128 | 1.0% | $9,815 | 加仓 |
| FMC | FMC CORP | $105.55万 | 0.21% | 91,785 | 33,170 | 56.6% | $38.15万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $111.26万 | 0.22% | 13,244 | 228 | 1.8% | $1.92万 | 加仓 |
| GPRK | GEOPARK LTD | $113.51万 | 0.23% | 124,736 | 2,181 | 1.8% | $1.98万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $116.50万 | 0.23% | 49,412 | -1,388 | -2.7% | -$3.27万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $121.28万 | 0.24% | 9,217 | -4,376 | -32.2% | -$57.58万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORP | $121.74万 | 0.24% | 6,986 | -11,879 | -63.0% | -$207.00万 | 重新持有 |
| DE | DEERE & CO | $124.39万 | 0.25% | 1,961 | -3,031 | -60.7% | -$192.27万 | 减仓 |
| GPRE | GREEN PLAINS INC | $127.45万 | 0.25% | 82,869 | -2,044 | -2.4% | -$3.14万 | 减仓 |
| AYA | AYA GOLD & SILVER INC | $129.18万 | 0.26% | 68,316 | 68,316 | — | $129.18万 | 新建仓 |
| COP | CONOCOPHILLIPS | $131.42万 | 0.26% | 12,641 | -17,044 | -57.4% | -$177.19万 | 减仓 |
| BE | BLOOM ENERGY CORP | $132.46万 | 0.26% | 4,376 | -6,336 | -59.1% | -$191.79万 | 减仓 |
| OGC | OCEANAGOLD CORP | $142.30万 | 0.28% | 56,860 | 56,860 | — | $142.30万 | 新建仓 |
| HTO | H2O AMERICA | $147.43万 | 0.29% | 24,261 | 1,510 | 6.6% | $9.18万 | 加仓 |
| ERO | ERO COPPER CORP | $156.18万 | 0.31% | 58,580 | 16,125 | 38.0% | $42.99万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $157.94万 | 0.31% | 21,022 | -29,134 | -58.1% | -$218.88万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $158.39万 | 0.32% | 159,991 | -202,250 | -55.8% | -$200.23万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $158.90万 | 0.32% | 107,585 | 1,869 | 1.8% | $2.76万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $163.17万 | 0.33% | 113,790 | 1,936 | 1.7% | $2.78万 | 加仓 |
| EFXT | ENERFLEX LTD | $180.79万 | 0.36% | 73,731 | 93 | 0.1% | $2,280 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $181.61万 | 0.36% | 90,898 | -1,716 | -1.9% | -$3.43万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $183.71万 | 0.37% | 71,816 | 1,294 | 1.8% | $3.31万 | 加仓 |
| AGCO | AGCO CORP | $186.24万 | 0.37% | 15,559 | -80 | -0.5% | -$9,576 | 减仓 |