McAlvany Wealth Management LLC
DURANGO CO · SEC CIK 0002123857
$1.34亿2026Q2 申报市值
48持仓数
48.1%前十大占比 · 第一大 8.2%
8 / 1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
BTG 加仓+$148.76万
EQT 加仓+$132.58万
SILJ 加仓+$101.36万
IAUX 加仓+$82.65万
RGLD 加仓+$81.16万
2026Q2 卖出最多 按季末市值估算
GLDM 减仓-$168.36万
B 减仓-$98.65万
NEM 减仓-$88.06万
GLD 减仓-$83.25万
ROUNDHILL ETF TR 清仓-$80.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $1,095.08万 | 8.19% | 137,885 | -21,199 | -13.3% | -$168.36万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1,071.74万 | 8.02% | 53,692 | 4,066 | 8.2% | $81.16万 | 加仓 |
| SLV | ISHARES SILVER TR | $729.99万 | 5.46% | 136,523 | -14,403 | -9.5% | -$77.01万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $575.66万 | 4.31% | 37,108 | 4,561 | 14.0% | $70.75万 | 加仓 |
| RRC | RANGE RES CORP | $559.18万 | 4.18% | 150,357 | 12,545 | 9.1% | $46.65万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $524.54万 | 3.92% | 175,021 | 26,144 | 17.6% | $78.35万 | 加仓 |
| COP | CONOCOPHILLIPS | $506.40万 | 3.79% | 48,711 | 640 | 1.3% | $6.65万 | 加仓 |
| FNV | FRANCO NEV CORP | $468.32万 | 3.50% | 22,468 | -1,222 | -5.2% | -$25.47万 | 减仓 |
| BTG | B2GOLD CORP | $448.41万 | 3.35% | 1,198,966 | 397,758 | 49.6% | $148.76万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $446.85万 | 3.34% | 172,395 | 39,105 | 29.3% | $101.36万 | 加仓 |
| IAUX | I-80 GOLD CORP | $443.80万 | 3.32% | 3,081,942 | 573,963 | 22.9% | $82.65万 | 加仓 |
| EQT | EQT CORP | $435.05万 | 3.25% | 81,822 | 24,935 | 43.8% | $132.58万 | 加仓 |
| VOXR | VOX ROYALTY CORP | $401.83万 | 3.01% | 849,534 | 116,119 | 15.8% | $54.92万 | 加仓 |
| GLD | SPDR GOLD TR | $365.69万 | 2.74% | 9,927 | -2,260 | -18.5% | -$83.25万 | 减仓 |
| AGI | ALAMOS GOLD INC | $357.52万 | 2.67% | 117,838 | 11,345 | 10.7% | $34.42万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $347.44万 | 2.60% | 30,933 | -774 | -2.4% | -$8.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $302.93万 | 2.27% | 18,275 | 285 | 1.6% | $4.72万 | 加仓 |
| NTR | NUTRIEN LTD | $297.44万 | 2.23% | 47,250 | 3,350 | 7.6% | $21.09万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.34万 | 2.22% | 80,615 | 2,259 | 2.9% | $8.30万 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $281.88万 | 2.11% | 85,523 | 1,130 | 1.3% | $3.72万 | 加仓 |
| OR | OR ROYALTIES INC. | $278.25万 | 2.08% | 87,970 | 8,706 | 11.0% | $27.54万 | 加仓 |
| — | EXXON MOBIL CORP | $269.62万 | 2.02% | 19,721 | 297 | 1.5% | $4.06万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $254.20万 | 1.90% | 14,588 | 1,051 | 7.8% | $18.31万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $239.45万 | 1.79% | 53,461 | -6,036 | -10.1% | -$27.03万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $228.65万 | 1.71% | 232,846 | 1,741 | 0.8% | $1.71万 | 加仓 |
| B | BARRICK MNG CORP | $222.22万 | 1.66% | 60,501 | -26,859 | -30.7% | -$98.65万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $212.62万 | 1.59% | 110,051 | 3,046 | 2.8% | $5.88万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $175.19万 | 1.31% | 123,987 | 1,067 | 0.9% | $1.51万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $171.06万 | 1.28% | 18,758 | 2,013 | 12.0% | $18.36万 | 加仓 |
| ENB | ENBRIDGE INC | $165.04万 | 1.23% | 30,445 | 823 | 2.8% | $4.46万 | 加仓 |
| NEM | NEWMONT CORP | $148.92万 | 1.11% | 15,944 | -9,428 | -37.2% | -$88.06万 | 减仓 |
| NE | NOBLE CORP PLC | $127.62万 | 0.95% | 34,214 | 369 | 1.1% | $1.38万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $123.41万 | 0.92% | 31,242 | 823 | 2.7% | $3.25万 | 加仓 |
| VNOM | VIPER ENERGY INC | $118.15万 | 0.88% | 27,866 | 802 | 3.0% | $3.40万 | 加仓 |
| MTA | METALLA RTY & STREAMING LTD | $113.68万 | 0.85% | 149,380 | 14,307 | 10.6% | $10.89万 | 加仓 |
| CLIP | GLOBAL X FDS | $95.10万 | 0.71% | 9,478 | -30 | -0.3% | -$3,010 | 减仓 |
| CCJ | CAMECO CORP | $94.51万 | 0.71% | 9,278 | 196 | 2.2% | $2.00万 | 加仓 |
| RIO | RIO TINTO PLC | $83.39万 | 0.62% | 8,785 | 227 | 2.7% | $2.15万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $68.31万 | 0.51% | 16,980 | 16,980 | — | $68.31万 | 新建仓 |
| GDX | VANECK ETF TRUST | $62.81万 | 0.47% | 8,325 | 8,325 | — | $62.81万 | 新建仓 |
| IAU | ISHARES GOLD TR | $51.35万 | 0.38% | 6,800 | -1,287 | -15.9% | -$9.72万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $43.70万 | 0.33% | 6,492 | -247 | -3.7% | -$1.66万 | 减仓 |
| ITRG | INTEGRA RES CORP | $26.01万 | 0.19% | 114,577 | 114,577 | — | $26.01万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $10.20万 | 0.08% | 23,955 | 23,955 | — | $10.20万 | 新建仓 |
| EQX | EQUINOX GOLD CORP | $9.80万 | 0.07% | 10,083 | 10,083 | — | $9.80万 | 新建仓 |
| — | NEW FOUND GOLD CORP | $8.64万 | 0.06% | 56,079 | 56,079 | — | $8.64万 | 新建仓 |
| — | VISTA GOLD CORP | $7.23万 | 0.05% | 37,866 | 37,866 | — | $7.23万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $2.43万 | 0.02% | 13,500 | 13,500 | — | $2.43万 | 新建仓 |
| — | ROUNDHILL ETF TRUST | $0 | 0.00% | 0 | -9,403 | -100.0% | -$80.67万 | 清仓 |