 阿格尼科鹰矿AEM |
| 5.79% | 8.45% | $1,144.4万 | 7.4万股 | $1,489.4万 | 7.3万股 | +390股+0.53% | 加仓 |
 康宁GLW |
| 5.41% | 3.3% | $1,070.0万 | 4.2万股 | $582.6万 | 4.3万股 | -959股-2.24% | 减仓 |
 埃克森美孚XOM |
| 5.23% | 7.26% | $1,034.1万 | 7.6万股 | $1,280.7万 | 7.5万股 | +148股+0.20% | 加仓 |
 相干公司COHR |
| 4.53% | 3.21% | $896.6万 | 2.3万股 | $566.9万 | 2.4万股 | -1,070股-4.50% | 减仓 |
 苹果AAPL |
| 3.89% | 3.83% | $769.0万 | 2.7万股 | $675.5万 | 2.7万股 | -41股-0.15% | 减仓 |
 希捷STX |
| 3.65% | 1.66% | $721.8万 | 7,480股 | $293.0万 | 7,480股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.34% | 1.58% | $659.8万 | 1.5万股 | $279.4万 | 1.7万股 | -1,729股-10.16% | 减仓 |
| HHECLA MININGHL |
| 3.25% | 4.32% | $642.2万 | 41.6万股 | $761.4万 | 40.9万股 | +7,500股+1.84% | 加仓 |
 PAN AMERN SILVERPAAS |
| 3.02% | 4.05% | $596.4万 | 13.3万股 | $714.8万 | 13.1万股 | +2,300股+1.76% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.76% | 1.12% | $545.0万 | 2.0万股 | $197.3万 | 2.1万股 | -980股-4.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.4% | 2.16% | $475.0万 | 1.3万股 | $381.4万 | 1.3万股 | +150股+1.13% | 加仓 |
 微软MSFT |
| 2.13% | 2.37% | $420.6万 | 1.1万股 | $417.9万 | 1.1万股 | -13股-0.12% | 减仓 |
 威廉姆斯WMB |
| 1.87% | 2.05% | $369.8万 | 5.0万股 | $362.1万 | 5.0万股 | 00.00% | 持仓不变 |
 捷普JBL |
| 1.78% | 1.38% | $351.9万 | 9,130股 | $242.5万 | 9,130股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.71% | 1.55% | $339.1万 | 9,489股 | $272.9万 | 9,489股 | 00.00% | 持仓不变 |
| DDARLING INGREDIENTSDAR |
| 1.63% | 2.33% | $322.3万 | 5.9万股 | $410.7万 | 6.6万股 | -7,400股-11.14% | 减仓 |
| CCOEUR MNGCDE |
| 1.51% | 1.75% | $298.2万 | 18.3万股 | $308.8万 | 16.5万股 | +1.8万股+11.06% | 加仓 |
 高盛GS |
| 1.39% | 1.3% | $275.0万 | 2,719股 | $230.0万 | 2,719股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 1.19% | 1.3% | $235.4万 | 2.0万股 | $230.0万 | 2.0万股 | 00.00% | 持仓不变 |
 慧与HPEHPE |
| 1.16% | 0.78% | $229.8万 | 5.1万股 | $137.8万 | 5.8万股 | -6,919股-11.96% | 减仓 |
| JJBS N.VJBS |
| 1.15% | 1.8% | $226.5万 | 19.1万股 | $317.2万 | 17.7万股 | +1.5万股+8.21% | 加仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 1.13% | 1.81% | $223.1万 | 7.4万股 | $318.7万 | 7.2万股 | +1,800股+2.51% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.12% | 1.14% | $221.1万 | 3,316股 | $200.6万 | 3,316股 | 00.00% | 持仓不变 |
 AERCAP SHSAER |
| 1.07% | 1.1% | $210.7万 | 1.4万股 | $194.5万 | 1.4万股 | +270股+1.90% | 加仓 |
| PPOWELL INDSPOWL |
| 0.99% | 0.7% | $195.7万 | 6,835股 | $123.6万 | 2,285股 | +4,550股+199.12% | 加仓 |
 亚马逊AMZN |
| 0.99% | 0.97% | $195.1万 | 8,187股 | $170.5万 | 8,187股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.98% | 0.8% | $193.9万 | 1.0万股 | $141.2万 | 1.1万股 | -472股-4.30% | 减仓 |
| AATLAS ENERGY SOLUTIONSAESI |
| 0.86% | 0.6% | $169.4万 | 10.2万股 | $105.0万 | 8.0万股 | +2.2万股+27.50% | 加仓 |
 沃尔玛WMT |
| 0.84% | 1.04% | $166.7万 | 1.5万股 | $183.3万 | 1.5万股 | -32股-0.22% | 减仓 |
| EEVERUS CONSTRECG |
| 0.83% | 0.66% | $163.5万 | 9,850股 | $116.3万 | 9,850股 | 00.00% | 持仓不变 |
| CCANADIAN NAT RESCNQ |
| 0.79% | 1.08% | $155.6万 | 3.9万股 | $189.9万 | 3.9万股 | +400股+1.03% | 加仓 |
| LLINCOLN EDL SVCSLINC |
| 0.76% | 0.66% | $151.1万 | 3.0万股 | $116.1万 | 2.9万股 | +1,750股+6.13% | 加仓 |
| CCRESUD C I F Y ACRESY |
| 0.74% | 0.96% | $146.4万 | 13.1万股 | $168.7万 | 13.3万股 | -1,984股-1.50% | 减仓 |
 礼来LLY |
| 0.73% | 0.62% | $143.6万 | 1,197股 | $110.1万 | 1,197股 | 00.00% | 持仓不变 |
| R力拓BBP |
| 0.72% | 0.79% | $142.6万 | 1.5万股 | $140.1万 | 1.5万股 | 00.00% | 持仓不变 |
 INMODEINMD |
| 0.68% | 0.2% | $133.8万 | 9.2万股 | $35.6万 | 2.6万股 | +6.6万股+251.92% | 加仓 |
| IiShares安硕信托EMB |
| 0.65% | 0.71% | $127.8万 | 1.3万股 | $124.5万 | 1.3万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.62% | 0.62% | $123.0万 | 3.6万股 | $108.7万 | 3.6万股 | +200股+0.55% | 加仓 |
| AARCHROCK COMAROC |
| 0.62% | 0.59% | $122.1万 | 3.0万股 | $104.4万 | 3.0万股 | 00.00% | 持仓不变 |
| SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG |
| 0.6% | 0.64% | $119.5万 | 3.4万股 | $112.0万 | 3.4万股 | +300股+0.89% | 加仓 |
| CCOMMSCOPEVISN |
| 0.58% | 0.92% | $115.1万 | 9.0万股 | $162.9万 | 9.0万股 | +600股+0.67% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.58% | 0.68% | $114.1万 | 3.6万股 | $120.7万 | 3.6万股 | -300股-0.83% | 减仓 |
 PALO ALTOPANW |
| 0.58% | 0.3% | $114.0万 | 3,344股 | $53.6万 | 3,344股 | 00.00% | 持仓不变 |
 BUNGE GLOBALBG |
| 0.56% | 0.75% | $110.4万 | 1.0万股 | $131.5万 | 1.0万股 | +2股+0.02% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.54% | — | $106.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 AGNC INVT COMAGNC |
| 0.52% | 0.5% | $103.1万 | 9.5万股 | $88.9万 | 8.9万股 | +6,000股+6.77% | 加仓 |
| CCONAGRA BRANDSCAG |
| 0.52% | 0.3% | $102.6万 | 7.6万股 | $53.4万 | 3.4万股 | +4.2万股+124.12% | 加仓 |
 英伟达NVDA |
| 0.51% | 0.5% | $101.5万 | 5,074股 | $88.4万 | 5,071股 | +3股+0.06% | 加仓 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 0.51% | 0.52% | $100.0万 | 2.2万股 | $92.4万 | 2.0万股 | +2,000股+10.00% | 加仓 |
| KKKR & COMKKR |
| 0.5% | 0.57% | $99.1万 | 1.1万股 | $99.9万 | 1.1万股 | 00.00% | 持仓不变 |
