CoreCommodity Management, LLC
- SEC CIK
- 0001301743
- 最新申報
- 2026/8/14
2021 年第 1 季到 2021 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 27 檔
- 估計 +$3,572 萬
- 加碼
- 74 檔
- 估計 +$8,063 萬
- 減碼
- 45 檔
- 估計 −$3,151 萬
- 清倉
- 14 檔
- 估計 −$1,579 萬
總值從 $2.39 億變成 $3.23 億（+$8,393 萬 (+35.2%)），持股從 135 檔變成 148 檔（+13）。
2021 年第 2 季全部持倉2021 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| CFCF Industries Holdings, Inc. | 加碼歷史 | 217,450202,848 | +14,602+7.2% | $1,119 萬$920.5 萬 | +$75.1 萬 | 3.5%3.9% | −0.39 |
| SQMChemical & Mining Co of Chile Inc | 加碼歷史 | 182,265100,356 | +81,909+81.6% | $862.7 萬$532.6 萬 | +$387.7 萬 | 2.7%2.2% | +0.44 |
| PNRPENTAIR plc | 加碼歷史 | 121,77787,052 | +34,725+39.9% | $821.9 萬$542.5 萬 | +$234.4 萬 | 2.5%2.3% | +0.27 |
| SAFMSanderson Farms Inc | 加碼歷史 | 42,81915,636 | +27,183+173.8% | $804.9 萬$243.6 萬 | +$511.0 萬 | 2.5%1.0% | +1.47 |
| TSNTyson Foods, Inc. | 加碼歷史 | 107,03247,819 | +59,213+123.8% | $789.5 萬$355.3 萬 | +$436.8 萬 | 2.4%1.5% | +0.96 |
| AQUAEvoqua Water Technologies Corp. | 加碼歷史 | 201,95648,098 | +153,858+319.9% | $682.2 萬$126.5 萬 | +$519.7 萬 | 2.1%0.5% | +1.59 |
| BTGB2GOLD Corp | 加碼歷史 | 1,485,125824,051 | +661,074+80.2% | $625.2 萬$355.2 萬 | +$278.3 萬 | 1.9%1.5% | +0.45 |
| VALEVale S.A. | 減碼歷史 | 268,986322,703 | −53,717−16.6% | $613.6 萬$560.9 萬 | −$122.5 萬 | 1.9%2.4% | −0.45 |
| NTRNutrien Ltd. | 加碼歷史 | 93,97079,004 | +14,966+18.9% | $569.1 萬$425.5 萬 | +$90.6 萬 | 1.8%1.8% | −0.02 |
| KGCKinross Gold Corp | 加碼歷史 | 880,380505,200 | +375,180+74.3% | $559.0 萬$337.0 萬 | +$238.2 萬 | 1.7%1.4% | +0.32 |
| PAASPan American Silver Corp | 新進歷史 | 192,6920 | +192,692 | $550.6 萬$0 | +$550.6 萬 | 1.7%0.0% | +1.71 |
| Kirkland Lake Gold Ltd49741E100 | 加碼– | 134,623102,823 | +31,800+30.9% | $518.5 萬$347.1 萬 | +$122.5 萬 | 1.6%1.5% | +0.15 |
| GFIGold Fields Ltd | 加碼歷史 | 569,427353,028 | +216,399+61.3% | $506.8 萬$335.0 萬 | +$192.6 萬 | 1.6%1.4% | +0.17 |
| CTVACorteva, Inc. | 加碼歷史 | 114,089106,037 | +8,052+7.6% | $506.0 萬$494.3 萬 | +$35.7 萬 | 1.6%2.1% | −0.50 |
| AGCOAGCO Corp | 加碼歷史 | 37,90822,450 | +15,458+68.9% | $494.2 萬$322.5 萬 | +$201.5 萬 | 1.5%1.4% | +0.18 |
| FSMFortuna Mining Corp. | 新進歷史 | 838,8270 | +838,827 | $465.5 萬$0 | +$465.5 萬 | 1.4%0.0% | +1.44 |
| DARDarling Ingredients Inc. | 加碼歷史 | 66,50944,692 | +21,817+48.8% | $448.9 萬$328.8 萬 | +$147.3 萬 | 1.4%1.4% | +0.01 |
| PDCEPDC Energy, Inc. | 加碼歷史 | 93,14087,125 | +6,015+6.9% | $426.5 萬$299.7 萬 | +$27.5 萬 | 1.3%1.3% | +0.07 |
| AGIAlamos Gold Inc | 加碼歷史 | 555,989302,518 | +253,471+83.8% | $425.3 萬$236.3 萬 | +$193.9 萬 | 1.3%1.0% | +0.33 |
| MOSMosaic Co | 加碼歷史 | 127,681118,080 | +9,601+8.1% | $407.4 萬$373.3 萬 | +$30.6 萬 | 1.3%1.6% | −0.30 |
| CLRContinental Resources, Inc | 加碼歷史 | 105,52232,450 | +73,072+225.2% | $401.3 萬$83.9 萬 | +$277.9 萬 | 1.2%0.4% | +0.89 |
| BYNDBeyond Meat, Inc. | 加碼歷史 | 25,3285,411 | +19,917+368.1% | $398.9 萬$70.4 萬 | +$313.7 萬 | 1.2%0.3% | +0.94 |
| COPConocoPhillips | 加碼歷史 | 64,61059,128 | +5,482+9.3% | $393.5 萬$313.2 萬 | +$33.4 萬 | 1.2%1.3% | −0.09 |
| OXYOccidental Petroleum Corp | 加碼歷史 | 125,64620,247 | +105,399+520.6% | $392.9 萬$53.9 萬 | +$329.6 萬 | 1.2%0.2% | +0.99 |
| Yamana Gold Inc98462Y100 | 加碼– | 910,940177,095 | +733,845+414.4% | $384.4 萬$76.9 萬 | +$309.7 萬 | 1.2%0.3% | +0.87 |
| PBRPetrobras - Petroleo Brasileiro SA | 加碼歷史 | 311,619220,778 | +90,841+41.1% | $381.1 萬$187.2 萬 | +$111.1 萬 | 1.2%0.8% | +0.40 |
| HRLHormel Foods Corp | 加碼歷史 | 75,56654,241 | +21,325+39.3% | $360.8 萬$259.2 萬 | +$101.8 萬 | 1.1%1.1% | +0.03 |
| FMCFMC Corp | 減碼歷史 | 33,30542,539 | −9,234−21.7% | $360.4 萬$470.5 萬 | −$99.9 萬 | 1.1%2.0% | −0.85 |
| BPBP PLC | 減碼歷史 | 135,611136,363 | −752−0.6% | $358.3 萬$332.0 萬 | −$1.99 萬 | 1.1%1.4% | −0.28 |
| EOGEOG Resources Inc | 加碼歷史 | 40,0559,974 | +30,081+301.6% | $334.2 萬$72.3 萬 | +$251.0 萬 | 1.0%0.3% | +0.73 |
| CNQCanadian Natural Resources Ltd | 加碼歷史 | 91,75910,631 | +81,128+763.1% | $332.9 萬$32.8 萬 | +$294.3 萬 | 1.0%0.1% | +0.89 |
| EGOEldorado Gold Corp | 新進歷史 | 332,0780 | +332,078 | $330.4 萬$0 | +$330.4 萬 | 1.0%0.0% | +1.02 |
| CSIQCanadian Solar Inc. | 加碼歷史 | 73,08768,783 | +4,304+6.3% | $327.7 萬$341.4 萬 | +$19.3 萬 | 1.0%1.4% | −0.41 |
| BGBunge Global SA | 減碼歷史 | 40,82867,850 | −27,022−39.8% | $319.1 萬$537.8 萬 | −$211.2 萬 | 1.0%2.3% | −1.26 |
| AUAngloGold Ashanti PLC | 加碼歷史 | 170,17177,038 | +93,133+120.9% | $316.2 萬$169.3 萬 | +$173.1 萬 | 1.0%0.7% | +0.27 |
| ENPHEnphase Energy, Inc. | 加碼歷史 | 16,99716,339 | +658+4.0% | $312.1 萬$265.0 萬 | +$12.1 萬 | 1.0%1.1% | −0.14 |
| DEDeere & Co | 加碼歷史 | 8,6108,587 | +23+0.3% | $303.7 萬$321.3 萬 | +$8,112.78 | 0.9%1.3% | −0.41 |
| Royal Dutch Shell PLC780259206 | 加碼– | 74,43867,828 | +6,610+9.7% | $300.7 萬$266.0 萬 | +$26.7 萬 | 0.9%1.1% | −0.18 |
| AEMAgnico Eagle Mines Ltd | 加碼歷史 | 48,6575,845 | +42,812+732.5% | $294.1 萬$33.8 萬 | +$258.8 萬 | 0.9%0.1% | +0.77 |
| RIORio Tinto PLC | 減碼歷史 | 34,62138,332 | −3,711−9.7% | $290.4 萬$297.6 萬 | −$31.1 萬 | 0.9%1.2% | −0.35 |
| MROMarathon Oil Corp | 加碼歷史 | 210,828175,010 | +35,818+20.5% | $287.1 萬$186.9 萬 | +$48.8 萬 | 0.9%0.8% | +0.11 |
| ORAOrmat Technologies, Inc. | 新進歷史 | 40,6310 | +40,631 | $282.5 萬$0 | +$282.5 萬 | 0.9%0.0% | +0.88 |
| OVVOvintiv Inc. | 加碼歷史 | 88,46913,748 | +74,721+543.5% | $278.4 萬$32.7 萬 | +$235.1 萬 | 0.9%0.1% | +0.73 |
| NEMNEWMONT Corp | 加碼歷史 | 43,85530,011 | +13,844+46.1% | $278.0 萬$180.9 萬 | +$87.8 萬 | 0.9%0.8% | +0.10 |
| MURMurphy Oil Corp | 加碼歷史 | 116,345102,126 | +14,219+13.9% | $270.9 萬$167.6 萬 | +$33.1 萬 | 0.8%0.7% | +0.14 |
| BLDPBallard Power Systems Inc. | 加碼歷史 | 145,18089,329 | +55,851+62.5% | $263.1 萬$217.4 萬 | +$101.2 萬 | 0.8%0.9% | −0.10 |
| HALHalliburton Co | 加碼歷史 | 112,839105,534 | +7,305+6.9% | $260.9 萬$226.5 萬 | +$16.9 萬 | 0.8%0.9% | −0.14 |
| PTENPatterson Uti Energy Inc | 加碼歷史 | 257,493200,443 | +57,050+28.5% | $255.9 萬$142.9 萬 | +$56.7 萬 | 0.8%0.6% | +0.19 |
| PCHPotlatchdeltic Corp | 加碼歷史 | 47,94118,580 | +29,361+158.0% | $254.8 萬$98.3 萬 | +$156.0 萬 | 0.8%0.4% | +0.38 |
| CLBCore Laboratories Inc. | 加碼歷史 | 65,33065,210 | +120+0.2% | $254.5 萬$187.7 萬 | +$4,674.73 | 0.8%0.8% | 0.00 |
| INGRIngredion Inc | 減碼歷史 | 27,53545,903 | −18,368−40.0% | $249.2 萬$412.8 萬 | −$166.2 萬 | 0.8%1.7% | −0.96 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 15,98217,371 | −1,389−8.0% | $246.3 萬$260.4 萬 | −$21.4 萬 | 0.8%1.1% | −0.33 |
| TTETotalEnergies SE | 加碼歷史 | 52,48834,552 | +17,936+51.9% | $237.6 萬$160.8 萬 | +$81.2 萬 | 0.7%0.7% | +0.06 |
| JKSJinkoSolar Holding Co., Ltd. | 加碼歷史 | 42,17132,304 | +9,867+30.5% | $236.2 萬$134.7 萬 | +$55.3 萬 | 0.7%0.6% | +0.17 |
| CNHCNH Industrial N.V. | 加碼歷史 | 140,670116,789 | +23,881+20.4% | $235.2 萬$182.7 萬 | +$39.9 萬 | 0.7%0.8% | −0.04 |
| SUSuncor Energy Inc | 新進歷史 | 93,2000 | +93,200 | $223.1 萬$0 | +$223.1 萬 | 0.7%0.0% | +0.69 |
| HBMHudbay Minerals Inc. | 加碼歷史 | 331,400232,500 | +98,900+42.5% | $220.4 萬$159.1 萬 | +$65.8 萬 | 0.7%0.7% | +0.02 |
| VFFVillage Farms International, Inc. | 新進歷史 | 199,7200 | +199,720 | $213.7 萬$0 | +$213.7 萬 | 0.7%0.0% | +0.66 |
| BRF SA10552T107 | 加碼– | 386,695314,552 | +72,143+22.9% | $211.5 萬$141.2 萬 | +$39.5 萬 | 0.7%0.6% | +0.06 |
| CTRACoterra Energy Inc. | 加碼歷史 | 118,04165,966 | +52,075+78.9% | $206.1 萬$123.9 萬 | +$90.9 萬 | 0.6%0.5% | +0.12 |
| CCChemours Co | 新進歷史 | 58,4090 | +58,409 | $203.3 萬$0 | +$203.3 萬 | 0.6%0.0% | +0.63 |
| WPMWheaton Precious Metals Corp. | 減碼歷史 | 46,05155,120 | −9,069−16.5% | $202.9 萬$210.6 萬 | −$40.0 萬 | 0.6%0.9% | −0.25 |
| MGYMagnolia Oil & Gas Corp | 加碼歷史 | 129,027103,311 | +25,716+24.9% | $201.7 萬$118.6 萬 | +$40.2 萬 | 0.6%0.5% | +0.13 |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | 加碼歷史 | 255,652133,794 | +121,858+91.1% | $189.2 萬$98.1 萬 | +$90.2 萬 | 0.6%0.4% | +0.18 |
| HPHelmerich & Payne, Inc. | 減碼歷史 | 57,202122,388 | −65,186−53.3% | $186.7 萬$330.0 萬 | −$212.8 萬 | 0.6%1.4% | −0.80 |
| Sunpower Corp867652406 | 加碼– | 61,96844,417 | +17,551+39.5% | $181.1 萬$148.6 萬 | +$51.3 萬 | 0.6%0.6% | −0.06 |
| GGBGerdau S.A. | 減碼歷史 | 299,922693,663 | −393,741−56.8% | $177.0 萬$370.4 萬 | −$232.4 萬 | 0.5%1.6% | −1.00 |
| PPCPilgrims Pride Corp | 減碼歷史 | 73,41374,408 | −995−1.3% | $162.8 萬$177.0 萬 | −$2.21 萬 | 0.5%0.7% | −0.24 |
| CMCCommercial Metals Co | 減碼歷史 | 51,846120,408 | −68,562−56.9% | $159.3 萬$371.3 萬 | −$210.7 萬 | 0.5%1.6% | −1.06 |
| ADMArcher-Daniels-Midland Co | 減碼歷史 | 25,80629,937 | −4,131−13.8% | $156.4 萬$170.6 萬 | −$25.0 萬 | 0.5%0.7% | −0.23 |
| REGIRenewable Energy Group, Inc. | 新進歷史 | 24,7970 | +24,797 | $154.6 萬$0 | +$154.6 萬 | 0.5%0.0% | +0.48 |
| MPCMarathon Petroleum Corp | 減碼歷史 | 25,47626,118 | −642−2.5% | $153.9 萬$139.7 萬 | −$3.88 萬 | 0.5%0.6% | −0.11 |
| SEDGSolaredge Technologies, Inc. | 加碼歷史 | 5,5435,098 | +445+8.7% | $153.2 萬$146.5 萬 | +$12.3 萬 | 0.5%0.6% | −0.14 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 23,97424,578 | −604−2.5% | $151.2 萬$137.2 萬 | −$3.81 萬 | 0.5%0.6% | −0.11 |
| NOVNOV Inc. | 加碼歷史 | 98,38698,146 | +240+0.2% | $150.7 萬$134.7 萬 | +$3,676.13 | 0.5%0.6% | −0.10 |
| Atlantica Sustainable Infr PG0751N103 | 新進– | 40,3420 | +40,342 | $150.2 萬$0 | +$150.2 萬 | 0.5%0.0% | +0.47 |
| ECEcopetrol S.A. | 加碼歷史 | 99,40986,750 | +12,659+14.6% | $145.3 萬$111.2 萬 | +$18.5 萬 | 0.5%0.5% | −0.02 |
| CHXChampionX Corp | 減碼歷史 | 56,10457,215 | −1,111−1.9% | $143.9 萬$124.3 萬 | −$2.85 萬 | 0.4%0.5% | −0.07 |
| BKRBaker Hughes Co | 加碼歷史 | 62,20760,505 | +1,702+2.8% | $142.3 萬$130.8 萬 | +$3.89 萬 | 0.4%0.5% | −0.11 |
| CCJCameco Corp | 減碼歷史 | 71,52773,362 | −1,835−2.5% | $137.2 萬$121.9 萬 | −$3.52 萬 | 0.4%0.5% | −0.09 |
| FSLRFirst Solar, Inc. | 加碼歷史 | 14,95310,355 | +4,598+44.4% | $135.3 萬$90.4 萬 | +$41.6 萬 | 0.4%0.4% | +0.04 |
| DVNDevon Energy Corp | 減碼歷史 | 46,02647,161 | −1,135−2.4% | $134.3 萬$103.0 萬 | −$3.31 萬 | 0.4%0.4% | −0.02 |
| HLHecla Mining Co | 新進歷史 | 180,3400 | +180,340 | $134.2 萬$0 | +$134.2 萬 | 0.4%0.0% | +0.42 |
| PXDPioneer Natural Resources Co | 加碼歷史 | 7,9763,714 | +4,262+114.8% | $129.6 萬$59.0 萬 | +$69.3 萬 | 0.4%0.2% | +0.15 |
| VLOValero Energy Corp | 減碼歷史 | 16,52516,941 | −416−2.5% | $129.0 萬$121.3 萬 | −$3.25 萬 | 0.4%0.5% | −0.11 |
| TXTernium S.A. | 加碼歷史 | 33,51228,497 | +5,015+17.6% | $128.9 萬$110.7 萬 | +$19.3 萬 | 0.4%0.5% | −0.06 |
| WTRGEssential Utilities, Inc. | 加碼歷史 | 27,57015,647 | +11,923+76.2% | $126.0 萬$70.0 萬 | +$54.5 萬 | 0.4%0.3% | +0.10 |
| SLBSLB Limited | 減碼歷史 | 39,29786,137 | −46,840−54.4% | $125.8 萬$234.2 萬 | −$149.9 萬 | 0.4%1.0% | −0.59 |
| RYNRayonier Inc | 減碼歷史 | 34,93636,374 | −1,438−4.0% | $125.5 萬$117.3 萬 | −$5.17 萬 | 0.4%0.5% | −0.10 |
| APAAPA Corp | 加碼歷史 | 57,67737,562 | +20,115+53.6% | $124.8 萬$67.2 萬 | +$43.5 萬 | 0.4%0.3% | +0.11 |
| CNXCNX Resources Corp | 新進歷史 | 89,5210 | +89,521 | $122.3 萬$0 | +$122.3 萬 | 0.4%0.0% | +0.38 |
| FCXFreeport-McMoran Inc | 加碼歷史 | 32,81931,623 | +1,196+3.8% | $121.8 萬$104.1 萬 | +$4.44 萬 | 0.4%0.4% | −0.06 |
| Crescent PT Energy Corp22576C101 | 加碼– | 261,200129,100 | +132,100+102.3% | $118.1 萬$53.8 萬 | +$59.7 萬 | 0.4%0.2% | +0.14 |
| Barrick Gold Corp067901108 | 加碼– | 56,27643,481 | +12,795+29.4% | $116.4 萬$86.1 萬 | +$26.5 萬 | 0.4%0.4% | 0.00 |
| RGLDRoyal Gold Inc | 減碼歷史 | 9,97917,440 | −7,461−42.8% | $113.9 萬$187.7 萬 | −$85.2 萬 | 0.4%0.8% | −0.43 |
| CALMCal-Maine Foods Inc | 加碼歷史 | 30,66622,199 | +8,467+38.1% | $111.0 萬$85.3 萬 | +$30.6 萬 | 0.3%0.4% | −0.01 |
| PUMPProPetro Holding Corp. | 減碼歷史 | 119,000121,996 | −2,996−2.5% | $109.0 萬$130.0 萬 | −$2.74 萬 | 0.3%0.5% | −0.21 |
| Pretium Res Inc74139C102 | 加碼– | 105,79389,472 | +16,321+18.2% | $101.1 萬$92.8 萬 | +$15.6 萬 | 0.3%0.4% | −0.08 |
| Vedanta Limited92242Y100 | 減碼– | 69,37069,983 | −613−0.9% | $98.5 萬$88.0 萬 | −$8,704.12 | 0.3%0.4% | −0.06 |
| CMPCompass Minerals International Inc | 加碼歷史 | 16,36614,069 | +2,297+16.3% | $97.0 萬$88.2 萬 | +$13.6 萬 | 0.3%0.4% | −0.07 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。