Parvin Asset Management, LLC
SIOUX FALLS SD · SEC CIK 0002056764
$1.27亿2026Q2 申报市值
320持仓数
23.0%前十大占比 · 第一大 5.5%
24 / 14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
HPQ 加仓+$67.03万
AVO 新建仓+$56.40万
FNV 加仓+$29.29万
BBY 新建仓+$22.38万
RGLD 加仓+$20.56万
2026Q2 卖出最多 按季末市值估算
CDE 减仓-$184.66万
CALAVO GROWERS I 清仓-$125.26万
IMOS 清仓-$77.89万
NEM 减仓-$58.75万
HL 减仓-$47.29万
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 |
|---|---|---|---|---|---|---|---|---|
| NOV | NOV INC | $110.84万 | 0.87% | 59,750 | -2,800 | -4.5% | -$5.19万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $110.89万 | 0.87% | 19,245 | 480 | 2.6% | $2.77万 | 加仓 |
| RYN | RAYONIER INC REIT | $111.43万 | 0.87% | 52,363 | -450 | -0.9% | -$9,576 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $112.65万 | 0.88% | 26,605 | -105 | -0.4% | -$4,446 | 减仓 |
| EQX | EQUINOX GOLD CORP F | $113.18万 | 0.89% | 116,441 | -2,575 | -2.2% | -$2.50万 | 减仓 |
| UPS | UNITED PARCEL SVC INC CLASS B | $115.51万 | 0.91% | 10,745 | 175 | 1.7% | $1.88万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS M F | $118.47万 | 0.93% | 39,530 | -435 | -1.1% | -$1.30万 | 减仓 |
| SSRM | SSR MNG INC F | $123.57万 | 0.97% | 43,695 | -500 | -1.1% | -$1.41万 | 减仓 |
| B | BARRICK MNG CORP F | $126.81万 | 0.99% | 34,525 | -360 | -1.0% | -$1.32万 | 减仓 |
| QCOM | QUALCOMM INC | $130.92万 | 1.03% | 7,085 | -255 | -3.5% | -$4.71万 | 减仓 |
| WPM | WHEATON PRECIOUS METAL F | $136.75万 | 1.07% | 12,175 | -295 | -2.4% | -$3.31万 | 减仓 |
| RGR | STURM RUGER & CO INC | $136.83万 | 1.07% | 36,150 | -150 | -0.4% | -$5,678 | 减仓 |
| — | EXXON MOBIL CORP | $138.51万 | 1.09% | 10,131 | 385 | 4.0% | $5.26万 | 加仓 |
| FNV | FRANCO NEV CORP F | $139.55万 | 1.09% | 6,695 | 1,405 | 26.6% | $29.29万 | 加仓 |
| AG | FIRST MAJESTIC SILVER F | $140.17万 | 1.10% | 82,650 | -1,475 | -1.8% | -$2.50万 | 减仓 |
| KGC | KINROSS GOLD CORP F | $145.56万 | 1.14% | 61,625 | -2,450 | -3.8% | -$5.79万 | 减仓 |
| AMCR | AMCOR PLC F | $149.26万 | 1.17% | 34,431 | 4,535 | 15.2% | $19.66万 | 加仓 |
| CDE | COEUR MNG INC | $150.31万 | 1.18% | 92,100 | -113,152 | -55.1% | -$184.66万 | 减仓 |
| LKQ | LKQ CORP | $155.27万 | 1.22% | 58,970 | -920 | -1.5% | -$2.42万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP F | $155.78万 | 1.22% | 34,779 | -805 | -2.3% | -$3.61万 | 减仓 |
| CLX | CLOROX CO | $157.05万 | 1.23% | 16,455 | -455 | -2.7% | -$4.34万 | 减仓 |
| EOG | EOG RES INC | $174.29万 | 1.37% | 13,435 | -320 | -2.3% | -$4.15万 | 减仓 |
| RTX | RTX CORP | $186.88万 | 1.47% | 9,850 | -280 | -2.8% | -$5.31万 | 减仓 |
| SVM | SILVERCORP METALS INC F | $202.13万 | 1.59% | 200,125 | -5,100 | -2.5% | -$5.15万 | 减仓 |
| AMGN | AMGEN INC | $203.48万 | 1.60% | 5,619 | -120 | -2.1% | -$4.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $210.57万 | 1.65% | 5,645 | -75 | -1.3% | -$2.80万 | 减仓 |
| OR | OR ROYALTIES | $218.04万 | 1.71% | 68,935 | -1,315 | -1.9% | -$4.16万 | 减仓 |
| — | State Street Global Advisors SPDR Trust 看跌期权 | $228.97万 | 1.80% | 1,167 | 30 | 2.6% | $5.89万 | 加仓 |
| RGLD | ROYAL GOLD INC | $237.24万 | 1.86% | 11,885 | 1,030 | 9.5% | $20.56万 | 加仓 |
| HL | HECLA MNG CO | $253.24万 | 1.99% | 164,125 | -30,650 | -15.7% | -$47.29万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP F | $263.53万 | 2.07% | 318,275 | -7,500 | -2.3% | -$6.21万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD F | $308.01万 | 2.42% | 19,855 | -620 | -3.0% | -$9.62万 | 减仓 |
| NEM | NEWMONT CORP | $309.11万 | 2.42% | 33,095 | -6,290 | -16.0% | -$58.75万 | 减仓 |
| AAPL | APPLE INC | $703.87万 | 5.52% | 24,325 | 0 | 0.0% | — | 不变 |