CoreCommodity Management, LLC
- SEC CIK
- 0001301743
- 最新申報
- 2026/8/14
2022 年第 2 季到 2022 年第 3 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
- 9 檔
- 估計 +$815.0 萬
- 加碼
- 36 檔
- 估計 +$2,785 萬
- 減碼
- 95 檔
- 估計 −$1.17 億
- 清倉
- 20 檔
- 估計 −$1,761 萬
總值從 $3.81 億變成 $2.74 億（−$1.07 億 (−28.0%)），持股從 155 檔變成 144 檔（−11）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 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） |
|---|---|---|---|---|---|---|---|
| BTGB2GOLD Corp | 加碼歷史 | 2,807,3371,785,798 | +1,021,539+57.2% | $904.6 萬$605.3 萬 | +$329.2 萬 | 3.3%1.6% | +1.71 |
| FMCFMC Corp | 減碼歷史 | 79,769101,738 | −21,969−21.6% | $843.2 萬$1,089 萬 | −$232.2 萬 | 3.1%2.9% | +0.22 |
| CFCF Industries Holdings, Inc. | 減碼歷史 | 75,135139,364 | −64,229−46.1% | $723.2 萬$1,195 萬 | −$618.2 萬 | 2.6%3.1% | −0.50 |
| HRLHormel Foods Corp | 減碼歷史 | 151,688189,556 | −37,868−20.0% | $689.3 萬$897.7 萬 | −$172.1 萬 | 2.5%2.4% | +0.16 |
| NEMNEWMONT Corp | 加碼歷史 | 161,87141,165 | +120,706+293.2% | $680.3 萬$245.6 萬 | +$507.3 萬 | 2.5%0.6% | +1.83 |
| GFIGold Fields Ltd | 減碼歷史 | 805,559950,128 | −144,569−15.2% | $651.7 萬$866.5 萬 | −$117.0 萬 | 2.4%2.3% | +0.10 |
| TECKTeck Resources Ltd | 加碼歷史 | 196,92448,355 | +148,569+307.2% | $598.9 萬$147.8 萬 | +$451.8 萬 | 2.2%0.4% | +1.79 |
| CTVACorteva, Inc. | 減碼歷史 | 100,956131,304 | −30,348−23.1% | $577.0 萬$710.9 萬 | −$173.4 萬 | 2.1%1.9% | +0.24 |
| DARDarling Ingredients Inc. | 減碼歷史 | 70,785137,952 | −67,167−48.7% | $468.2 萬$825.0 萬 | −$444.3 萬 | 1.7%2.2% | −0.46 |
| TTETotalEnergies SE | 減碼歷史 | 97,580123,403 | −25,823−20.9% | $453.9 萬$649.6 萬 | −$120.1 萬 | 1.7%1.7% | −0.05 |
| AGCOAGCO Corp | 加碼歷史 | 46,05541,984 | +4,071+9.7% | $442.9 萬$414.4 萬 | +$39.1 萬 | 1.6%1.1% | +0.53 |
| FCXFreeport-McMoran Inc | 減碼歷史 | 152,486226,877 | −74,391−32.8% | $416.7 萬$663.8 萬 | −$203.3 萬 | 1.5%1.7% | −0.22 |
| CCChemours Co | 加碼歷史 | 165,422153,330 | +12,092+7.9% | $407.8 萬$491.0 萬 | +$29.8 萬 | 1.5%1.3% | +0.20 |
| SCCOSouthern Copper Corp | 減碼歷史 | 89,862126,948 | −37,086−29.2% | $402.9 萬$632.3 萬 | −$166.3 萬 | 1.5%1.7% | −0.19 |
| FANGDiamondback Energy, Inc. | 減碼歷史 | 32,89542,363 | −9,468−22.3% | $396.3 萬$513.2 萬 | −$114.1 萬 | 1.4%1.3% | +0.10 |
| DEDeere & Co | 加碼歷史 | 11,78811,217 | +571+5.1% | $393.6 萬$335.9 萬 | +$19.1 萬 | 1.4%0.9% | +0.55 |
| EOGEOG Resources Inc | 減碼歷史 | 35,03237,551 | −2,519−6.7% | $391.4 萬$414.7 萬 | −$28.1 萬 | 1.4%1.1% | +0.34 |
| KGCKinross Gold Corp | 減碼歷史 | 946,2631,163,110 | −216,847−18.6% | $355.8 萬$416.4 萬 | −$81.5 萬 | 1.3%1.1% | +0.20 |
| Crescent PT Energy Corp22576C101 | 減碼– | 540,600686,800 | −146,200−21.3% | $334.2 萬$488.3 萬 | −$90.4 萬 | 1.2%1.3% | −0.06 |
| CHXChampionX Corp | 減碼歷史 | 169,510223,818 | −54,308−24.3% | $331.7 萬$444.3 萬 | −$106.3 萬 | 1.2%1.2% | +0.04 |
| MTDRMatador Resources Co | 減碼歷史 | 67,51071,781 | −4,271−6.0% | $330.3 萬$334.4 萬 | −$20.9 萬 | 1.2%0.9% | +0.33 |
| TALOTalos Energy Inc. | 加碼歷史 | 196,290124,469 | +71,821+57.7% | $326.8 萬$192.6 萬 | +$119.6 萬 | 1.2%0.5% | +0.69 |
| CLRContinental Resources, Inc | 減碼歷史 | 48,16255,011 | −6,849−12.5% | $321.8 萬$359.5 萬 | −$45.8 萬 | 1.2%0.9% | +0.23 |
| SMSM Energy Co | 減碼歷史 | 85,236125,230 | −39,994−31.9% | $320.6 萬$428.2 萬 | −$150.4 萬 | 1.2%1.1% | +0.04 |
| VALEVale S.A. | 加碼歷史 | 240,555220,460 | +20,095+9.1% | $320.4 萬$322.5 萬 | +$26.8 萬 | 1.2%0.8% | +0.32 |
| TSNTyson Foods, Inc. | 減碼歷史 | 45,81696,254 | −50,438−52.4% | $302.1 萬$828.4 萬 | −$332.6 萬 | 1.1%2.2% | −1.07 |
| CPECallon Petroleum Co | 加碼歷史 | 84,81344,104 | +40,709+92.3% | $296.9 萬$172.9 萬 | +$142.5 萬 | 1.1%0.5% | +0.63 |
| CNHCNH Industrial N.V. | 加碼歷史 | 264,038208,770 | +55,268+26.5% | $294.9 萬$242.0 萬 | +$61.7 萬 | 1.1%0.6% | +0.44 |
| Atlantica Sustainable Infr PG0751N103 | 減碼– | 111,049147,477 | −36,428−24.7% | $292.1 萬$475.8 萬 | −$95.8 萬 | 1.1%1.2% | −0.18 |
| TXTernium S.A. | 加碼歷史 | 106,46596,915 | +9,550+9.9% | $291.6 萬$349.8 萬 | +$26.2 萬 | 1.1%0.9% | +0.14 |
| XUnited States Steel Corp | 加碼歷史 | 154,37835,350 | +119,028+336.7% | $279.7 萬$63.3 萬 | +$215.7 萬 | 1.0%0.2% | +0.85 |
| COPConocoPhillips | 減碼歷史 | 26,73135,275 | −8,544−24.2% | $273.6 萬$316.8 萬 | −$87.5 萬 | 1.0%0.8% | +0.17 |
| CIVICivitas Resources, Inc. | 減碼歷史 | 46,794116,691 | −69,897−59.9% | $268.6 萬$610.2 萬 | −$401.2 萬 | 1.0%1.6% | −0.62 |
| PXDPioneer Natural Resources Co | 減碼歷史 | 12,38512,537 | −152−1.2% | $268.2 萬$279.7 萬 | −$3.29 萬 | 1.0%0.7% | +0.24 |
| MROMarathon Oil Corp | 加碼歷史 | 118,17777,129 | +41,048+53.2% | $266.8 萬$173.4 萬 | +$92.7 萬 | 1.0%0.5% | +0.52 |
| ATIAti Inc | 減碼歷史 | 94,808248,899 | −154,091−61.9% | $252.3 萬$565.2 萬 | −$410.1 萬 | 0.9%1.5% | −0.56 |
| INGRIngredion Inc | 減碼歷史 | 31,06153,869 | −22,808−42.3% | $250.1 萬$474.9 萬 | −$183.6 萬 | 0.9%1.2% | −0.33 |
| RSReliance, Inc. | 加碼歷史 | 14,20813,394 | +814+6.1% | $247.8 萬$227.5 萬 | +$14.2 萬 | 0.9%0.6% | +0.31 |
| MPCMarathon Petroleum Corp | 減碼歷史 | 24,81724,936 | −119−0.5% | $246.5 萬$205.0 萬 | −$1.18 萬 | 0.9%0.5% | +0.36 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 27,82226,645 | +1,177+4.4% | $242.9 萬$228.2 萬 | +$10.3 萬 | 0.9%0.6% | +0.29 |
| SUSuncor Energy Inc | 減碼歷史 | 84,60085,900 | −1,300−1.5% | $239.3 萬$301.2 萬 | −$3.68 萬 | 0.9%0.8% | +0.08 |
| FSLRFirst Solar, Inc. | 減碼歷史 | 18,03034,242 | −16,212−47.3% | $238.5 萬$233.3 萬 | −$214.5 萬 | 0.9%0.6% | +0.26 |
| DVNDevon Energy Corp | 減碼歷史 | 39,03841,307 | −2,269−5.5% | $234.7 萬$227.6 萬 | −$13.6 萬 | 0.9%0.6% | +0.26 |
| MURMurphy Oil Corp | 加碼歷史 | 65,42044,579 | +20,841+46.8% | $230.1 萬$134.6 萬 | +$73.3 萬 | 0.8%0.4% | +0.49 |
| RYNRayonier Inc | 新進歷史 | 76,0880 | +76,088 | $228.0 萬$0 | +$228.0 萬 | 0.8%0.0% | +0.83 |
| PDCEPDC Energy, Inc. | 減碼歷史 | 38,78040,759 | −1,979−4.9% | $224.1 萬$251.1 萬 | −$11.4 萬 | 0.8%0.7% | +0.16 |
| CALMCal-Maine Foods Inc | 減碼歷史 | 40,22088,339 | −48,119−54.5% | $223.6 萬$436.5 萬 | −$267.5 萬 | 0.8%1.1% | −0.33 |
| PPCPilgrims Pride Corp | 減碼歷史 | 96,529143,290 | −46,761−32.6% | $222.2 萬$447.5 萬 | −$107.6 萬 | 0.8%1.2% | −0.36 |
| PBRPetrobras - Petroleo Brasileiro SA | 減碼歷史 | 179,501331,358 | −151,857−45.8% | $221.5 萬$387.0 萬 | −$187.4 萬 | 0.8%1.0% | −0.21 |
| HALHalliburton Co | 減碼歷史 | 89,942110,417 | −20,475−18.5% | $221.4 萬$346.3 萬 | −$50.4 萬 | 0.8%0.9% | −0.10 |
| ENPHEnphase Energy, Inc. | 減碼歷史 | 7,96516,645 | −8,680−52.1% | $221.0 萬$325.0 萬 | −$240.8 萬 | 0.8%0.9% | −0.05 |
| CRKComstock Resources Inc | 減碼歷史 | 121,708455,325 | −333,617−73.3% | $210.4 萬$550.0 萬 | −$576.7 萬 | 0.8%1.4% | −0.68 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 16,05811,825 | +4,233+35.8% | $209.0 萬$175.9 萬 | +$55.1 萬 | 0.8%0.5% | +0.30 |
| SLBSLB Limited | 加碼歷史 | 54,01852,082 | +1,936+3.7% | $193.9 萬$186.2 萬 | +$6.95 萬 | 0.7%0.5% | +0.22 |
| CWTCalifornia Water Service Group | 減碼歷史 | 36,12145,947 | −9,826−21.4% | $190.3 萬$255.2 萬 | −$51.8 萬 | 0.7%0.7% | +0.02 |
| PCHPotlatchdeltic Corp | 加碼歷史 | 46,07519,558 | +26,517+135.6% | $189.1 萬$86.4 萬 | +$108.8 萬 | 0.7%0.2% | +0.46 |
| BGBunge Global SA | 減碼歷史 | 22,47441,505 | −19,031−45.9% | $185.6 萬$376.4 萬 | −$157.2 萬 | 0.7%1.0% | −0.31 |
| MGYMagnolia Oil & Gas Corp | 加碼歷史 | 92,97928,095 | +64,884+230.9% | $184.2 萬$59.0 萬 | +$128.5 萬 | 0.7%0.2% | +0.52 |
| RIORio Tinto PLC | 減碼歷史 | 32,96475,730 | −42,766−56.5% | $181.5 萬$462.0 萬 | −$235.5 萬 | 0.7%1.2% | −0.55 |
| HBMHudbay Minerals Inc. | 減碼歷史 | 438,800439,100 | −300−0.1% | $177.4 萬$178.8 萬 | −$1,212.85 | 0.6%0.5% | +0.18 |
| CGAUCenterra Gold Inc. | 減碼歷史 | 394,400432,700 | −38,300−8.9% | $174.4 萬$293.5 萬 | −$16.9 萬 | 0.6%0.8% | −0.13 |
| VLOValero Energy Corp | 減碼歷史 | 16,09816,174 | −76−0.5% | $172.0 萬$171.9 萬 | −$8,120.26 | 0.6%0.5% | +0.18 |
| SLCAU.S. Silica Holdings, Inc. | 加碼歷史 | 156,206155,221 | +985+0.6% | $171.0 萬$177.3 萬 | +$1.08 萬 | 0.6%0.5% | +0.16 |
| HLHecla Mining Co | 減碼歷史 | 425,021823,473 | −398,452−48.4% | $167.5 萬$322.8 萬 | −$157.0 萬 | 0.6%0.8% | −0.24 |
| BYNDBeyond Meat, Inc. | 新進歷史 | 118,0770 | +118,077 | $167.3 萬$0 | +$167.3 萬 | 0.6%0.0% | +0.61 |
| AGROAdecoagro S.A. | 加碼歷史 | 201,627199,416 | +2,211+1.1% | $167.1 萬$168.7 萬 | +$1.83 萬 | 0.6%0.4% | +0.17 |
| PAASPan American Silver Corp | 減碼歷史 | 103,764210,211 | −106,447−50.6% | $164.8 萬$413.5 萬 | −$169.1 萬 | 0.6%1.1% | −0.48 |
| APAAPA Corp | 減碼歷史 | 47,67869,744 | −22,066−31.6% | $163.0 萬$243.4 萬 | −$75.4 萬 | 0.6%0.6% | −0.04 |
| WYWeyerhaeuser Co | 減碼歷史 | 56,99460,932 | −3,938−6.5% | $162.8 萬$201.8 萬 | −$11.2 萬 | 0.6%0.5% | +0.06 |
| EEni SpA | 加碼歷史 | 73,19530,364 | +42,831+141.1% | $154.7 萬$72.3 萬 | +$90.5 萬 | 0.6%0.2% | +0.37 |
| HPHelmerich & Payne, Inc. | 減碼歷史 | 41,17870,188 | −29,010−41.3% | $152.2 萬$302.2 萬 | −$107.2 萬 | 0.6%0.8% | −0.24 |
| AEMAgnico Eagle Mines Ltd | 減碼歷史 | 35,39170,023 | −34,632−49.5% | $150.1 萬$320.6 萬 | −$146.9 萬 | 0.5%0.8% | −0.29 |
| PTENPatterson Uti Energy Inc | 減碼歷史 | 127,995225,973 | −97,978−43.4% | $149.5 萬$356.1 萬 | −$114.4 萬 | 0.5%0.9% | −0.39 |
| RIGTransocean Ltd. | 減碼歷史 | 585,246912,276 | −327,030−35.8% | $144.6 萬$303.8 萬 | −$80.8 萬 | 0.5%0.8% | −0.27 |
| NTRNutrien Ltd. | 減碼歷史 | 16,77934,467 | −17,688−51.3% | $140.2 萬$275.0 萬 | −$147.8 萬 | 0.5%0.7% | −0.21 |
| RRCRange Resources Corp | 減碼歷史 | 54,97188,778 | −33,807−38.1% | $138.9 萬$219.7 萬 | −$85.4 萬 | 0.5%0.6% | −0.07 |
| ICLICL Group Ltd. | 新進歷史 | 168,5810 | +168,581 | $137.9 萬$0 | +$137.9 萬 | 0.5%0.0% | +0.50 |
| MPMP Materials Corp. | 加碼歷史 | 49,02532,253 | +16,772+52.0% | $133.8 萬$103.5 萬 | +$45.8 萬 | 0.5%0.3% | +0.22 |
| AGFirst Majestic Silver Corp | 減碼歷史 | 167,966277,804 | −109,838−39.5% | $128.0 萬$199.5 萬 | −$83.7 萬 | 0.5%0.5% | −0.06 |
| IMOImperial Oil Ltd | 加碼歷史 | 29,10029,000 | +100+0.3% | $126.6 萬$136.7 萬 | +$4,350.52 | 0.5%0.4% | +0.10 |
| AGIAlamos Gold Inc | 減碼歷史 | 170,077456,633 | −286,556−62.8% | $126.0 萬$320.6 萬 | −$212.3 萬 | 0.5%0.8% | −0.38 |
| BVNBuenaventura Mining Co Inc | 加碼歷史 | 186,481158,013 | +28,468+18.0% | $125.5 萬$104.3 萬 | +$19.2 萬 | 0.5%0.3% | +0.18 |
| DINOHF Sinclair Corp | 不變歷史 | 22,80022,800 | 00.0% | $122.8 萬$103.0 萬 | $0 | 0.4%0.3% | +0.18 |
| CVXChevron Corp | 減碼歷史 | 8,36912,137 | −3,768−31.0% | $120.2 萬$175.7 萬 | −$54.1 萬 | 0.4%0.5% | −0.02 |
| WPMWheaton Precious Metals Corp. | 減碼歷史 | 35,71754,340 | −18,623−34.3% | $115.6 萬$195.8 萬 | −$60.3 萬 | 0.4%0.5% | −0.09 |
| PRPermian Resources Corp | 減碼歷史 | 168,094305,978 | −137,884−45.1% | $114.3 萬$183.0 萬 | −$93.8 萬 | 0.4%0.5% | −0.06 |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | 減碼歷史 | 121,356212,109 | −90,753−42.8% | $110.6 萬$169.5 萬 | −$82.7 萬 | 0.4%0.4% | −0.04 |
| LBRTLiberty Energy Inc. | 加碼歷史 | 86,15982,336 | +3,823+4.6% | $109.2 萬$105.1 萬 | +$4.85 萬 | 0.4%0.3% | +0.12 |
| Turquoise Hill Res Ltd900435207 | 減碼– | 36,85950,281 | −13,422−26.7% | $109.0 萬$134.7 萬 | −$39.7 萬 | 0.4%0.4% | +0.04 |
| SQMChemical & Mining Co of Chile Inc | 減碼歷史 | 11,88734,499 | −22,612−65.5% | $107.9 萬$288.2 萬 | −$205.3 萬 | 0.4%0.8% | −0.36 |
| ANDEAndersons, Inc. | 新進歷史 | 34,3770 | +34,377 | $106.7 萬$0 | +$106.7 萬 | 0.4%0.0% | +0.39 |
| GPREGreen Plains Inc. | 減碼歷史 | 35,48135,641 | −160−0.4% | $103.1 萬$96.8 萬 | −$4,649.25 | 0.4%0.3% | +0.12 |
| AROCArchrock, Inc. | 減碼歷史 | 156,857214,018 | −57,161−26.7% | $100.7 萬$177.0 萬 | −$36.7 萬 | 0.4%0.5% | −0.10 |
| STLDSteel Dynamics Inc | 減碼歷史 | 13,05216,491 | −3,439−20.9% | $92.6 萬$109.1 萬 | −$24.4 萬 | 0.3%0.3% | +0.05 |
| LTHMLivent Corp. | 減碼歷史 | 29,90330,082 | −179−0.6% | $91.7 萬$68.3 萬 | −$5,489.18 | 0.3%0.2% | +0.15 |
| AAAlcoa Corp | 加碼歷史 | 26,7584,767 | +21,991+461.3% | $90.1 萬$21.7 萬 | +$74.0 萬 | 0.3%0.1% | +0.27 |
| ADMArcher-Daniels-Midland Co | 減碼歷史 | 11,12225,327 | −14,205−56.1% | $89.5 萬$196.5 萬 | −$114.3 萬 | 0.3%0.5% | −0.19 |
| RGLDRoyal Gold Inc | 減碼歷史 | 9,36810,002 | −634−6.3% | $87.9 萬$106.8 萬 | −$5.95 萬 | 0.3%0.3% | +0.04 |
| EGOEldorado Gold Corp | 減碼歷史 | 137,948138,605 | −657−0.5% | $83.2 萬$88.6 萬 | −$3,962.54 | 0.3%0.2% | +0.07 |
| PNRPENTAIR plc | 減碼歷史 | 20,39760,240 | −39,843−66.1% | $82.9 萬$275.7 萬 | −$161.9 萬 | 0.3%0.7% | −0.42 |
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。