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Drummond Knight Asset Management Pty Ltd
特别关注No.4011 数据截至 2026Q2环比变动 Q1 2026
+$2.62亿+92.7%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 自由港麦克莫兰FCX |
| 13.35% | 9.53% | $7,272.0万 | 115.6万股 | $2,695.3万 | 45.9万股 | +69.8万股+152.18% | 加仓 |
 艺康ECL |
| 10.42% | — | $5,676.7万 | 20.4万股 | $0 | 0股 | +20.4万股 | 新买入 |
 NUTRIENNTR |
| 9.8% | 7.33% | $5,339.7万 | 84.8万股 | $2,071.7万 | 27.5万股 | +57.4万股+208.97% | 加仓 |
 斯伦贝谢SLB |
| 8.9% | 8.63% | $4,849.3万 | 104.3万股 | $2,441.0万 | 47.5万股 | +56.8万股+119.60% | 加仓 |
 林德LIN |
| 8.59% | — | $4,682.2万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 德文能源DVN |
| 8.55% | 8.67% | $4,661.0万 | 112.8万股 | $2,452.3万 | 48.7万股 | +64.1万股+131.46% | 加仓 |
 TECK RESOURCESTECK |
| 8.23% | 7.72% | $4,483.2万 | 75.4万股 | $2,181.8万 | 42.2万股 | +33.2万股+78.84% | 加仓 |
 PPG工业PPG |
| 7.64% | — | $4,164.3万 | 34.3万股 | $0 | 0股 | +34.3万股 | 新买入 |
 阿格尼科鹰矿AEM |
| 7.26% | 10.13% | $3,955.8万 | 25.5万股 | $2,863.1万 | 14.1万股 | +11.4万股+80.79% | 加仓 |
 雪佛龙CVX |
| 5.01% | 10.99% | $2,729.6万 | 16.5万股 | $3,106.9万 | 15.0万股 | +1.5万股+9.66% | 加仓 |
 美铝AA |
| 3.69% | 11.23% | $2,011.1万 | 38.6万股 | $3,174.1万 | 47.9万股 | -9.3万股-19.40% | 减仓 |
 戴蒙德能源FANG |
| 3.53% | 5.25% | $1,925.6万 | 11.0万股 | $1,484.8万 | 7.5万股 | +3.4万股+45.92% | 加仓 |
 杜邦DD |
| 1.73% | 3.68% | $943.0万 | 7.0万股 | $1,039.3万 | 22.7万股 | -15.7万股-69.36% | 减仓 |
 卡梅科CCJ |
| 1.39% | 3.72% | $756.4万 | 7.4万股 | $1,052.4万 | 9.7万股 | -2.3万股-23.36% | 减仓 |
 CENTURY ALUMCENX |
| 1.37% | 5.84% | $746.6万 | 16.2万股 | $1,649.7万 | 28.1万股 | -11.9万股-42.27% | 减仓 |
 NEXGEN ENERGYNXE |
| 0.53% | 1.84% | $288.4万 | 30.7万股 | $519.0万 | 44.7万股 | -14.0万股-31.36% | 减仓 |
