CIK: 0001732768
申报总市值
US$50.6亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SBSW | Sibanye Stillwater Limited | 股票-其他 | 31.24% | — | +33.32% | |
| 2 | ✓ | Veon LTD | 股票-其他 | 26.20% | — | +61.19% | |
| 3 | CCJ | Cameco CORP | 股票-能源 | 20.37% | — | +31.67% | |
| 4 | NG | Novagold Resources INC | 股票-其他 | 7.77% | +0.81% | +75.93% | |
| 5 | NGDN | New Gold INC | 股票-其他 | 7.38% | — | — | |
| 6 | HMY | Harmony Gold Mng-spon Adr | 股票-其他 | 5.88% | -1.65% | +13.99% | |
| 7 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 1.16% | -0.44% | -38.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CCJ | Cameco CORP | +6.2% | +31.67% | 加仓 |
| 2 | ✓ | Veon LTD | +5.7% | +61.19% | 加仓 |
| 3 | NG | Novagold Resources INC | +2.9% | +75.93% | 加仓 |
| 4 | GDXJ | Vaneck Junior Gold Miners | -1% | -38.53% | 减仓 |
| 5 | HMY | Harmony Gold Mng-spon Adr | -3.1% | +13.99% | 加仓 |
| 6 | SBSW | Sibanye Stillwater Limited | -12.6% | +33.32% | 加仓 |
| 7 | NGDN | New Gold INC | — | NEW | 新建仓 |
| 8 | ✓ | New Gold INC Cda | — | EXIT | 清仓 |