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 |
|---|---|---|---|---|---|---|---|---|
| SKE | SKEENA RES LTD NEW | $42.91万 | 0.09% | 16,097 | 16,097 | — | $42.91万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $42.83万 | 0.09% | 25,787 | -73,223 | -74.0% | -$121.62万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $41.47万 | 0.08% | 42,231 | 763 | 1.8% | $7,493 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $40.51万 | 0.08% | 64,816 | 5,292 | 8.9% | $3.31万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $38.33万 | 0.08% | 23,717 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $38.03万 | 0.08% | 180,227 | 161,047 | 839.7% | $33.98万 | 重新持有 |
| JBS | JBS N.V. | $38.00万 | 0.08% | 32,067 | 32,067 | — | $38.00万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $36.89万 | 0.07% | 14,815 | -7,780 | -34.4% | -$19.37万 | 减仓 |
| CDE | COEUR MNG INC | $34.19万 | 0.07% | 20,948 | 6,036 | 40.5% | $9.85万 | 加仓 |
| ICL | ICL GROUP LTD | $33.22万 | 0.07% | 66,699 | 10,097 | 17.8% | $5.03万 | 加仓 |
| MOS | MOSAIC CO | $31.28万 | 0.06% | 14,762 | -173,728 | -92.2% | -$368.13万 | 减仓 |
| EQNR | EQUINOR ASA | $31.20万 | 0.06% | 9,936 | -7,537 | -43.1% | -$23.67万 | 减仓 |
| METC | RAMACO RES INC | $30.82万 | 0.06% | 23,298 | 420 | 1.8% | $5,557 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $26.95万 | 0.05% | 3,490 | 1,259 | 56.4% | $9.72万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $26.14万 | 0.05% | 4,709 | -5,888 | -55.6% | -$32.68万 | 减仓 |
| MUR | MURPHY OIL CORP | $24.38万 | 0.05% | 7,489 | -125,489 | -94.4% | -$408.59万 | 减仓 |
| CCJ | CAMECO CORP | $23.32万 | 0.05% | 2,289 | 2,289 | — | $23.32万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $21.54万 | 0.04% | 2,674 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $21.49万 | 0.04% | 5,852 | 1,036 | 21.5% | $3.81万 | 重新持有 |
| VALE | VALE S A | $20.68万 | 0.04% | 13,747 | -7,281 | -34.6% | -$10.95万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $20.42万 | 0.04% | 6,970 | 6,970 | — | $20.42万 | 新建仓 |
| GGB | GERDAU SA | $19.56万 | 0.04% | 48,408 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $14.68万 | 0.03% | 25,390 | 25,390 | — | $14.68万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $13.04万 | 0.03% | 13,897 | -141,117 | -91.0% | -$132.43万 | 减仓 |
| — | 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 |