Orion Resource Partners LP
NEW YORK NY · SEC CIK 0002032200
$2.19亿2026Q1 申报市值
20持仓数
86.3%前十大占比 · 第一大 37.8%
4 / 6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
SQM 加仓+$709.32万
AU 加仓+$540.75万
IAG 加仓+$498.94万
CENX 新建仓+$404.00万
FNV 新建仓+$367.15万
2026Q1 卖出最多 按季末市值估算
SLSR 减仓-$1,973.40万
IAUX 减仓-$733.75万
DC 减仓-$505.00万
B 清仓-$418.88万
ERO 清仓-$269.17万
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 |
|---|---|---|---|---|---|---|---|---|
| SKE | SKEENA RES LTD NEW | $8,263.52万 | 37.76% | 2,775,640 | 0 | 0.0% | — | 不变 |
| SLSR | SOLARIS RES INC | $2,316.60万 | 10.58% | 2,700,000 | -2,300,000 | -46.0% | -$1,973.40万 | 减仓 |
| DC | DAKOTA GOLD CORP | $2,111.79万 | 9.65% | 4,181,766 | -1,000,000 | -19.3% | -$505.00万 | 减仓 |
| IAUX | I-80 GOLD CORP | $1,900.96万 | 8.69% | 12,537,281 | -4,839,270 | -27.8% | -$733.75万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,031.01万 | 4.71% | 127,379 | 87,635 | 220.5% | $709.32万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $790.46万 | 3.61% | 81,189 | 55,541 | 216.6% | $540.75万 | 加仓 |
| IAG | IAMGOLD CORP | $732.86万 | 3.35% | 389,851 | 265,413 | 213.3% | $498.94万 | 加仓 |
| SVM | SILVERCORP METALS INC | $711.63万 | 3.25% | 661,970 | 302,966 | 84.4% | $325.70万 | 加仓 |
| MEOH | METHANEX CORP | $548.63万 | 2.51% | 92,107 | -34,216 | -27.1% | -$203.81万 | 减仓 |
| SSRM | SSR MINING IN | $475.19万 | 2.17% | 161,838 | 73,058 | 82.3% | $214.51万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $474.30万 | 2.17% | 26,350 | 14,666 | 125.5% | $263.99万 | 加仓 |
| CENX | CENTURY ALUM CO | $404.00万 | 1.85% | 68,837 | 68,837 | — | $404.00万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $381.44万 | 1.74% | 64,893 | 24,225 | 59.6% | $142.39万 | 加仓 |
| FNV | FRANCO NEV CORP | $367.15万 | 1.68% | 14,833 | 14,833 | — | $367.15万 | 新建仓 |
| CCJ | CAMECO CORP | $340.80万 | 1.56% | 31,378 | 9,061 | 40.6% | $98.41万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $305.33万 | 1.40% | 211,493 | 65,904 | 45.3% | $95.14万 | 加仓 |
| NEWP | NEW PAC METALS CORP | $255.73万 | 1.17% | 616,769 | 616,769 | — | $255.73万 | 新建仓 |
| — | GRAFTECH INTL LTD SR NT | $166.56万 | 0.76% | 245,668 | 245,668 | — | $166.56万 | 新建仓 |
| PPTA | PERPETUA RESOURCES CORP | $160.10万 | 0.73% | 56,935 | 25,063 | 78.6% | $70.48万 | 重新持有 |
| LAR | LITHIUM ARGENTINA AG | $147.84万 | 0.68% | 221,317 | 23,868 | 12.1% | $15.94万 | 重新持有 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -96,183 | -100.0% | -$418.88万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ERO | ERO COPPER CORP | $0 | 0.00% | 0 | -94,874 | -100.0% | -$269.17万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -114,205 | -100.0% | -$203.63万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -19,495 | -100.0% | -$194.66万 | 清仓 |
| ASTL | ALGOMA STL GROUP INC | $0 | 0.00% | 0 | -381,728 | -100.0% | -$157.14万 | 清仓 |
| GSM | FERROGLOBE PLC | $0 | 0.00% | 0 | -184,883 | -100.0% | -$85.79万 | 清仓 |