McAlvany Wealth Management LLC
DURANGO CO · SEC CIK 0002123857
$1.48亿2026Q1 申报市值
41持仓数
50.2%前十大占比 · 第一大 9.6%
4 / 3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
SILJ 新建仓+$364.01万
IAUX 新建仓+$353.62万
RRC 加仓+$251.28万
COP 加仓+$241.10万
REPX 加仓+$178.69万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$1,299.49万
DVN 清仓-$150.27万
TFPM 减仓-$117.34万
AEM 减仓-$87.16万
PHYS 清仓-$78.11万
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 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -41,024 | -100.0% | -$150.27万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -17,055 | -100.0% | -$78.11万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,096 | -100.0% | -$25.64万 | 清仓 |
| GNR | SPDR INDEX SHS FDS | $49.24万 | 0.33% | 6,739 | 2,292 | 51.5% | $16.75万 | 加仓 |
| IAU | ISHARES GOLD TR | $68.68万 | 0.46% | 8,087 | -5 | -0.1% | -$425 | 减仓 |
| RIO | RIO TINTO PLC | $76.01万 | 0.51% | 8,558 | 436 | 5.4% | $3.87万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $80.67万 | 0.54% | 9,403 | -577 | -5.8% | -$4.95万 | 减仓 |
| MTA | METALLA RTY & STREAMING LTD | $81.85万 | 0.55% | 135,073 | -2,554 | -1.9% | -$1.55万 | 减仓 |
| CCJ | CAMECO CORP | $93.40万 | 0.63% | 9,082 | 211 | 2.4% | $2.17万 | 加仓 |
| CLIP | GLOBAL X FDS | $95.41万 | 0.64% | 9,508 | -3,525 | -27.0% | -$35.37万 | 减仓 |
| VNOM | VIPER ENERGY INC | $126.42万 | 0.85% | 27,064 | 27,064 | — | $126.42万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $150.18万 | 1.01% | 30,419 | 30,419 | — | $150.18万 | 新建仓 |
| ENB | ENBRIDGE INC | $160.94万 | 1.08% | 29,622 | 1,485 | 5.3% | $8.07万 | 加仓 |
| NE | NOBLE CORP PLC | $165.47万 | 1.11% | 33,845 | 1,746 | 5.4% | $8.54万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $186.62万 | 1.26% | 16,745 | 1,206 | 7.8% | $13.44万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $211.69万 | 1.43% | 12,292 | 307 | 2.6% | $5.29万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $215.62万 | 1.45% | 13,537 | 921 | 7.3% | $14.67万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $259.70万 | 1.75% | 107,005 | 12,086 | 12.7% | $29.33万 | 加仓 |
| NEM | NEWMONT CORP | $261.64万 | 1.76% | 25,372 | -1,782 | -6.6% | -$18.38万 | 减仓 |
| OR | OR ROYALTIES INC. | $279.41万 | 1.88% | 79,264 | 1,728 | 2.2% | $6.09万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $304.38万 | 2.05% | 59,497 | -3,050 | -4.9% | -$15.60万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $306.21万 | 2.06% | 78,356 | 8,020 | 11.4% | $31.34万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $309.81万 | 2.09% | 84,393 | 48,677 | 136.3% | $178.69万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $312.92万 | 2.11% | 231,105 | 96,406 | 71.6% | $130.53万 | 加仓 |
| — | EXXON MOBIL CORP | $333.07万 | 2.24% | 19,424 | 10,067 | 107.6% | $172.62万 | 加仓 |
| NTR | NUTRIEN LTD | $336.05万 | 2.26% | 43,900 | 3,051 | 7.5% | $23.36万 | 加仓 |
| BTG | B2GOLD CORP | $338.11万 | 2.28% | 801,208 | -139,623 | -14.8% | -$58.92万 | 减仓 |
| VOXR | VOX ROYALTY CORP | $351.31万 | 2.37% | 733,415 | 184,002 | 33.5% | $88.14万 | 加仓 |
| IAUX | I-80 GOLD CORP | $353.62万 | 2.38% | 2,507,979 | 2,507,979 | — | $353.62万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $364.01万 | 2.45% | 133,290 | 133,290 | — | $364.01万 | 新建仓 |
| EQT | EQT CORP | $366.58万 | 2.47% | 56,887 | 27,018 | 90.5% | $174.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $379.07万 | 2.55% | 17,990 | 6,648 | 58.6% | $140.08万 | 加仓 |
| B | BARRICK MNG CORP | $380.45万 | 2.56% | 87,360 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $392.22万 | 2.64% | 31,707 | -3,613 | -10.2% | -$44.69万 | 减仓 |
| AGI | ALAMOS GOLD INC | $444.61万 | 2.99% | 106,493 | 16,531 | 18.4% | $69.02万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $489.36万 | 3.30% | 148,877 | -35,697 | -19.3% | -$117.34万 | 减仓 |
| GLD | SPDR GOLD TR | $505.25万 | 3.40% | 12,187 | -1,149 | -8.6% | -$47.64万 | 减仓 |
| FNV | FRANCO NEV CORP | $553.40万 | 3.73% | 23,690 | 1,239 | 5.5% | $28.94万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $624.45万 | 4.21% | 32,547 | -4,543 | -12.2% | -$87.16万 | 减仓 |
| RRC | RANGE RES CORP | $636.83万 | 4.29% | 137,812 | 54,378 | 65.2% | $251.28万 | 加仓 |
| COP | CONOCOPHILLIPS | $638.82万 | 4.30% | 48,071 | 18,143 | 60.6% | $241.10万 | 加仓 |
| SLV | ISHARES SILVER TR | $958.68万 | 6.46% | 150,926 | -204,579 | -57.5% | -$1,299.49万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1,184.86万 | 7.98% | 49,626 | 4,233 | 9.3% | $101.07万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,420.94万 | 9.57% | 159,084 | -2,421 | -1.5% | -$21.62万 | 减仓 |