Drummond Knight Asset Management Pty Ltd

CROWS NEST, NSW C3 · SEC CIK 0001808029

$5.45亿2026Q2 申报市值

16持仓数

87.8%前十大占比 · 第一大 13.3%

3 / 1新建仓 / 清仓

申报市值走势$5.45亿2026Q2

26Q126Q2

FCX 13.3%

ECL 10.4%

NTR 9.8%

SLB 8.9%

LIN 8.6%

DVN 8.6%

TECK 8.2%

PPG 7.6%

AEM 7.3%

CVX 5.0%

ECL 新建仓+$5,676.68万

LIN 新建仓+$4,682.24万

FCX 加仓+$4,388.31万

PPG 新建仓+$4,164.35万

NTR 加仓+$3,611.47万

DD 减仓-$2,134.80万

MLM 清仓-$1,540.58万

CENX 减仓-$546.68万

AA 减仓-$483.94万

CCJ 减仓-$230.56万

2026Q2 持仓明细点表头排序

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
MLM	Martin Marietta Materials Inc	$0	0.00%	0	-26,170	-100.0%	-$1,540.58万	清仓
NXE	Nexgen Energy Ltd	$288.37万	0.53%	307,100	-140,307	-31.4%	-$131.75万	减仓
CENX	Century Aluminum Co	$746.62万	1.37%	162,274	-118,818	-42.3%	-$546.68万	减仓
CCJ	Cameco Corp	$756.42万	1.39%	74,261	-22,635	-23.4%	-$230.56万	减仓
DD	Dupont De Nemours Inc	$943.04万	1.73%	69,525	-157,387	-69.4%	-$2,134.80万	减仓
FANG	Diamondback Energy Inc	$1,925.56万	3.53%	109,544	34,474	45.9%	$605.98万	加仓
AA	Alcoa Corp	$2,011.10万	3.69%	385,711	-92,815	-19.4%	-$483.94万	减仓
CVX	Chevron Corp	$2,729.60万	5.01%	164,672	14,506	9.7%	$240.45万	加仓
AEM	Agnico Eagle Mines Ltd	$3,955.83万	7.26%	255,001	113,949	80.8%	$1,767.69万	加仓
PPG	PPG Industries Inc	$4,164.35万	7.64%	343,338	343,338	—	$4,164.35万	新建仓
TECK	Teck Resources Ltd	$4,483.17万	8.23%	753,980	332,378	78.8%	$1,976.32万	加仓
DVN	Devon Energy Corp	$4,660.99万	8.55%	1,128,022	640,673	131.5%	$2,647.26万	加仓
LIN	Linde PLC	$4,682.24万	8.59%	90,227	90,227	—	$4,682.24万	新建仓
SLB	SLB NV	$4,849.27万	8.90%	1,043,077	568,077	119.6%	$2,640.99万	加仓
NTR	Nutrien Ltd	$5,339.72万	9.80%	848,248	573,705	209.0%	$3,611.47万	加仓
ECL	Ecolab Inc	$5,676.68万	10.42%	203,750	203,750	—	$5,676.68万	新建仓
FCX	Freeport-McMoRan Inc	$7,272.02万	13.35%	1,156,308	697,776	152.2%	$4,388.31万	加仓