Global IMC LLC
SOLANA BEACH CA · SEC CIK 0001741619
$4,714.96万2026Q1 申报市值
16持仓数
76.2%前十大占比 · 第一大 11.5%
9 / 2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
ECO 新建仓+$541.44万
GLNG 新建仓+$325.86万
FRO 新建仓+$317.44万
CAMT 新建仓+$316.27万
NXE 新建仓+$305.82万
2026Q1 卖出最多 按季末市值估算
ENLT 减仓-$236.07万
EGO 减仓-$207.16万
HBM 减仓-$195.12万
KGC 减仓-$149.62万
EFXT 减仓-$77.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ARIS | Aris Mining Corp | $0 | 0.00% | 0 | -11,098 | -100.0% | -$18.02万 | 清仓 |
| ALLT | Allot Ltd | $0 | 0.00% | 0 | -11,311 | -100.0% | -$11.12万 | 清仓 |
| — | Taseko Mines Ltd | $6.49万 | 0.14% | 10,045 | -30,493 | -75.2% | -$19.69万 | 减仓 |
| FSM | Fortuna Mining Corp | $180.53万 | 3.83% | 181,802 | 181,802 | — | $180.53万 | 新建仓 |
| EGO | Eldorado Gold Corp | $192.13万 | 4.07% | 56,128 | -60,520 | -51.9% | -$207.16万 | 减仓 |
| HBM | Hudbay Minerals Inc | $241.63万 | 5.12% | 115,759 | -93,478 | -44.7% | -$195.12万 | 减仓 |
| KGC | Kinross Gold Corp | $244.17万 | 5.18% | 80,119 | -49,094 | -38.0% | -$149.62万 | 减仓 |
| TATT | First Israel Mezzanine Investors Ltd | $257.41万 | 5.46% | 63,354 | 63,354 | — | $257.41万 | 新建仓 |
| LAR | Lithium Argentina AG | $280.77万 | 5.95% | 421,316 | 421,316 | — | $280.77万 | 新建仓 |
| SII | Sprott Inc | $281.49万 | 5.97% | 19,788 | 19,788 | — | $281.49万 | 新建仓 |
| ENLT | Enlight Renewable Energy Ltd | $300.27万 | 6.37% | 45,298 | -35,614 | -44.0% | -$236.07万 | 减仓 |
| NXE | NexGen Energy Ltd | $305.82万 | 6.49% | 264,424 | 264,424 | — | $305.82万 | 新建仓 |
| CAMT | Camtek Ltd/Israel | $316.27万 | 6.71% | 20,861 | 20,861 | — | $316.27万 | 新建仓 |
| FRO | Frontline PLC | $317.44万 | 6.73% | 91,062 | 91,062 | — | $317.44万 | 新建仓 |
| GLNG | Golar LNG Ltd | $325.86万 | 6.91% | 60,221 | 60,221 | — | $325.86万 | 新建仓 |
| TSEM | Tower Semiconductor Ltd | $426.56万 | 9.05% | 24,308 | -416 | -1.7% | -$7.30万 | 减仓 |
| EFXT | Enerflex Ltd | $496.71万 | 10.53% | 238,208 | -37,157 | -13.5% | -$77.48万 | 减仓 |
| ECO | Okeanis Eco Tankers Corp | $541.44万 | 11.48% | 107,025 | 107,025 | — | $541.44万 | 新建仓 |