MW

McAlvany Wealth Management LLC

行业集中型趋势追踪型分散型投资策略

申报总市值

US$1.5亿

申报季度: 2026-03-31 · 持股只数: 41

McAlvany Wealth Management LLC在最新一期 13F 报告中披露了 41 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 40.6%。

机构性格雪花图

集中度
15.78
持仓稳定性
40.61
动能／逆势
99.02
行业集中度
100
多样化
82
仓位均衡度
92.05

近期动向

  • 减仓 SLV

    -57.5%　-US$1331.5万

  • 加仓 COP

    +60.6%　US$358.7万

  • 加仓 RRC

    +65.2%　US$342.6万

  • 减仓 TFPM

    -19.3%　-US$123.8万

  • 加仓 XOM

    +107.6%　US$220.5万

  • 加仓 REPX

    +136.3%　US$215.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GLDMSpdr Gold Minishares TrustETF-避险与商品9.57%-0.97%-1.50%
2RGLDRoyal Gold INC股票-原材料7.98%+0.27%+9.33%
3SLVIshares Silver TrustETF-避险与商品6.46%-11.05%-57.55%
4COPConocophillips股票-能源4.30%+2.16%+60.62%
5RRCRange Resources CORP股票-能源4.29%+2.04%+65.17%
6AEMAgnico Eagle Mines LTD股票-原材料4.21%-0.60%-12.25%
7FNVFranco-nevada CORP股票-原材料3.73%+0.17%+5.52%
8GLDSpdr Gold SharesETF-避险与商品3.40%-0.64%-8.62%
9TFPMTriple Flag Precious Met股票-原材料3.30%-1.39%-19.34%
10AGIAlamos Gold Inc-class A股票-原材料2.99%+0.34%+18.38%
11WPMWheaton Precious Metals CORP股票-原材料2.64%-0.53%-10.23%
12BBarrick Mining CORP股票-原材料2.56%-0.35%—
13CVXChevron CORP股票-能源2.55%+1.23%+58.61%
14EQTEqt CORP股票-能源2.47%+1.25%+90.45%
15SILJAmplify Junior Silver MinersETF-避险与商品2.45%+2.45%NEW
16IAUXI-80 Gold CORP股票-其他2.38%+2.38%NEW
17VOXRVox Royalty CORP股票-其他2.37%+0.38%+33.49%
18BTGB2gold CORP股票-其他2.28%-0.96%-14.84%
19NTRNutrien LTD股票-原材料2.26%+0.33%+7.47%
20XOMExxon Mobil CORP股票-能源2.24%+1.38%+107.59%
21CRGYCrescent Energy Inc-a股票-能源2.11%+1.25%+71.57%
22REPXRiley Exploration Permian In股票-其他2.09%+1.37%+136.29%
23EPDEnterprise Products Partners股票-能源2.06%+0.34%+11.40%
24PAASPan American Silver CORP股票-原材料2.05%-0.43%-4.88%
25OROr Royalties INC股票-其他1.88%-0.22%+2.23%
26NEMNewmont CORP股票-原材料1.76%-0.31%-6.56%
27WDSWoodside Energy Group-adr股票-其他1.75%+0.62%+12.73%
28SCCOSouthern Copper CORP股票-原材料1.45%+0.07%+7.30%
29PPLTAbrdn Physical Platinum ShrsETF-避险与商品1.43%-0.28%+2.56%
30EXEExpand Energy CORP股票-能源1.26%-0.05%+7.76%
31NENoble Corporation plc股票-能源1.11%+0.42%+5.44%
32ENBEnbridge INC股票-能源1.08%+0.05%+5.28%
33CNQCanadian Natural Resources股票-能源1.01%+1.01%NEW
34VNOMViper Energy Inc-cl A股票-能源0.85%+0.85%NEW
35CLIPGlobal X 1-3 Month T-billETF-其他0.64%-0.36%-27.05%
36CCJCameco CORP股票-能源0.63%+0.01%+2.38%
37MTAMetalla Royalty & Streaming股票-其他0.55%-0.27%-1.86%
38GDXWRoundhill Gld Mnrs Wkpy ETFETF-其他0.54%-0.11%-5.78%
39RIORio Tinto Plc-spon Adr股票-原材料0.51%+0.01%+5.37%
40IAUIshares Gold TrustETF-避险与商品0.46%-0.04%-0.06%
41GNRState Street Spdr S&p GlobalETF-其他0.33%+0.12%+51.54%

本季持股变动

McAlvany Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Amplify Junior Silver Miners (SILJ); 新建仓: I-80 Gold CORP (IAUX); 清仓: Devon Energy CORP (DVN); 新建仓: Canadian Natural Resources (CNQ); 新建仓: Viper Energy Inc-cl A (VNOM).

McAlvany Wealth Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1COPConocophillips+2.2%+60.62%加仓
2RRCRange Resources CORP+2%+65.17%加仓
3XOMExxon Mobil CORP+1.4%+107.59%加仓
4REPXRiley Exploration Permian In+1.4%+136.29%加仓
5EQTEqt CORP+1.3%+90.45%加仓
6CRGYCrescent Energy Inc-a+1.3%+71.57%加仓
7CVXChevron CORP+1.2%+58.61%加仓
8WDSWoodside Energy Group-adr+0.6%+12.73%加仓
9NENoble Corporation plc+0.4%+5.44%加仓
10VOXRVox Royalty CORP+0.4%+33.49%加仓
11AGIAlamos Gold Inc-class A+0.3%+18.38%加仓
12EPDEnterprise Products Partners+0.3%+11.40%加仓
13NTRNutrien LTD+0.3%+7.47%加仓
14RGLDRoyal Gold INC+0.3%+9.33%加仓
15FNVFranco-nevada CORP+0.2%+5.52%加仓
16GNRState Street Spdr S&p Global+0.1%+51.54%加仓
17SCCOSouthern Copper CORP+0.1%+7.30%加仓
18ENBEnbridge INC+0.1%+5.28%加仓
19CCJCameco CORP0%+2.38%加仓
20RIORio Tinto Plc-spon Adr0%+5.37%加仓
21IAUIshares Gold Trust0%-0.06%减仓
22EXEExpand Energy CORP-0.1%+7.76%加仓
23GDXWRoundhill Gld Mnrs Wkpy ETF-0.1%-5.78%减仓
24OROr Royalties INC-0.2%+2.23%加仓
25MTAMetalla Royalty & Streaming-0.3%-1.86%减仓
26PPLTAbrdn Physical Platinum Shrs-0.3%+2.56%加仓
27NEMNewmont CORP-0.3%-6.56%减仓
28BBarrick Mining CORP-0.4%—不变
29CLIPGlobal X 1-3 Month T-bill-0.4%-27.05%减仓
30PAASPan American Silver CORP-0.4%-4.88%减仓
31WPMWheaton Precious Metals CORP-0.5%-10.23%减仓
32AEMAgnico Eagle Mines LTD-0.6%-12.25%减仓
33GLDSpdr Gold Shares-0.6%-8.62%减仓
34BTGB2gold CORP-1%-14.84%减仓
35GLDMSpdr Gold Minishares Trust-1%-1.50%减仓
36TFPMTriple Flag Precious Met-1.4%-19.34%减仓
37SLVIshares Silver Trust-11.1%-57.55%减仓
38SILJAmplify Junior Silver Miners—NEW新建仓
39IAUXI-80 Gold CORP—NEW新建仓
40DVNDevon Energy CORP—EXIT清仓
41CNQCanadian Natural Resources—NEW新建仓
42VNOMViper Energy Inc-cl A—NEW新建仓
43PHYSSprott Physical Gold Trust—EXIT清仓
44SHYIshares 1-3 Year Treasury Bo—EXIT清仓

FAQ

McAlvany Wealth Management LLC 是什么机构？属于哪种投资人类型？
McAlvany Wealth Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 41 个已申报仓位之中。
McAlvany Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，McAlvany Wealth Management LLC 按市值排列的前几大持股为： 1. Spdr Gold Minishares Trust (GLDM) — US$1420.9万 (9.6%) 2. Royal Gold INC (RGLD) — US$1184.9万 (8.0%) 3. Ishares Silver Trust (SLV) — US$958.7万 (6.5%) 4. Conocophillips (COP) — US$638.8万 (4.3%) 5. Range Resources CORP (RRC) — US$636.8万 (4.3%)
McAlvany Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，McAlvany Wealth Management LLC 共进行了 43 项显著调整：新建仓 4 个仓位、加仓 23 个既有持股、减仓 13 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Amplify Junior Silver Miners (SILJ); 新建仓: I-80 Gold CORP (IAUX); 清仓: Devon Energy CORP (DVN); 新建仓: Canadian Natural Resources (CNQ); 新建仓: Viper Energy Inc-cl A (VNOM)
McAlvany Wealth Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，McAlvany Wealth Management LLC 的主要板块分布如下： • Energy: 73.4% • Materials: 26.6%