GLOBAL STRATEGIC MANAGEMENT INC
SAN JUAN PR · SEC CIK 0001413303
$1.30亿2026Q2 申报市值
26持仓数
83.4%前十大占比 · 第一大 18.0%
1 / 1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
BTG 加仓+$2,125.56万
AU 新建仓+$287.50万
MTA 加仓+$190.06万
AEM 加仓+$52.16万
RGLD 加仓+$31.18万
2026Q2 卖出最多 按季末市值估算
B 减仓-$136.51万
TFPM 减仓-$123.36万
PAAS 减仓-$42.17万
VERSAMET ROYALTI 清仓-$31.60万
DAKOTA GOLD CORP 减仓-$23.93万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | VERSAMET ROYALTIES CORP | $0 | 0.00% | 0 | -33,500 | -100.0% | -$31.60万 | 清仓 |
| IAUX | I-80 GOLD CORP | $7.00万 | 0.05% | 49,000 | -71,000 | -59.2% | -$10.14万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $34.10万 | 0.26% | 35,438 | -6,200 | -14.9% | -$5.97万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $47.30万 | 0.37% | 36,300 | -14,400 | -28.4% | -$18.76万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $48.90万 | 0.38% | 36,500 | -1,000 | -2.7% | -$1.34万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $68.70万 | 0.53% | 27,050 | -2,000 | -6.9% | -$5.08万 | 重新持有 |
| DEO | DIAGEO PLC SPON ADR | $83.20万 | 0.64% | 10,350 | 150 | 1.5% | $1.21万 | 加仓 |
| — | WESTERN COPPER & GOLD CORP | $98.70万 | 0.76% | 439,200 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD | $104.70万 | 0.81% | 107,095 | 28,795 | 36.8% | $28.15万 | 加仓 |
| LAND | GLADSTONE LD CORP | $118.90万 | 0.92% | 139,170 | 17,450 | 14.3% | $14.91万 | 加仓 |
| B | BARRICK MNG CORP | $132.90万 | 1.03% | 36,275 | -37,259 | -50.7% | -$136.51万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $142.00万 | 1.10% | 75,000 | -500 | -0.7% | -$9,467 | 减仓 |
| EQX | EQUINOX GOLD CORP | $163.20万 | 1.26% | 167,363 | -7,815 | -4.5% | -$7.62万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $200.90万 | 1.55% | 108,192 | 5,080 | 4.9% | $9.43万 | 加仓 |
| — | DAKOTA GOLD CORP | $212.00万 | 1.64% | 498,784 | -56,300 | -10.1% | -$23.93万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $287.50万 | 2.22% | 35,600 | 35,600 | — | $287.50万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $400.40万 | 3.09% | 35,579 | -770 | -2.1% | -$8.67万 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $425.60万 | 3.29% | 244,743 | -2,976 | -1.2% | -$5.18万 | 减仓 |
| RGLD | ROYAL GOLD INC | $475.60万 | 3.67% | 23,780 | 1,559 | 7.0% | $31.18万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $619.80万 | 4.78% | 138,837 | -9,447 | -6.4% | -$42.17万 | 减仓 |
| OR | OR ROYALTIES INC | $673.20万 | 5.20% | 213,026 | 1,524 | 0.7% | $4.82万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $781.60万 | 6.03% | 261,158 | -41,220 | -13.6% | -$123.36万 | 减仓 |
| FSM | FORTUNA MNG CORP | $845.40万 | 6.53% | 1,000,419 | 23,370 | 2.4% | $19.75万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,106.60万 | 8.54% | 71,647 | 3,377 | 4.9% | $52.16万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,589.00万 | 12.27% | 76,485 | 269 | 0.4% | $5.59万 | 加仓 |
| MTA | METALLA RTY & STREAMING LTD | $1,957.70万 | 15.11% | 2,569,178 | 249,429 | 10.8% | $190.06万 | 加仓 |
| BTG | B2GOLD CORP | $2,330.20万 | 17.99% | 6,230,593 | 5,683,429 | 1,038.7% | $2,125.56万 | 加仓 |