| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 8.58% | 10.31% | $1,378.2万 | 45.7万股 | $1,596.0万 | 45.0万股 | +6,475股+1.44% | 加仓 |
 LENNARLEN |
| 8.24% | 5.57% | $1,323.1万 | 14.8万股 | $861.5万 | 10.5万股 | +4.3万股+41.31% | 加仓 |
| EETFS GOLD TRSGOL |
| 7.72% | 9.37% | $1,240.0万 | 32.4万股 | $1,449.8万 | 32.5万股 | -563股-0.17% | 减仓 |
 MOLINA HEALTHCAREMOH |
| 7.6% | 4.36% | $1,221.1万 | 5.3万股 | $674.7万 | 5.1万股 | +2,776股+5.48% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 7.48% | 8.45% | $1,201.1万 | 10.7万股 | $1,308.8万 | 11.2万股 | -5,262股-4.71% | 减仓 |
 D R HORTONDHI |
| 6.96% | 5.81% | $1,117.5万 | 6.9万股 | $900.0万 | 6.6万股 | +3,016股+4.60% | 加仓 |
 AUTONATIONAN |
| 6.74% | 7.12% | $1,082.4万 | 5.8万股 | $1,102.1万 | 5.6万股 | +1,812股+3.21% | 加仓 |
 VIPER ENERGYVNOM |
| 6.66% | 7.77% | $1,069.8万 | 25.2万股 | $1,203.6万 | 25.6万股 | -3,835股-1.50% | 减仓 |
 NATURAL RESOURCE PARTNERS L COMNRP |
| 5.16% | 5.99% | $829.0万 | 8.5万股 | $927.7万 | 7.7万股 | +8,791股+11.47% | 加仓 |
 RANGE RESRRC |
| 5.06% | 6.26% | $812.7万 | 21.9万股 | $969.2万 | 21.5万股 | +4,008股+1.87% | 加仓 |
 TRIPLE FLAG PRECIOUS METALTFPM |
| 3.54% | 2.02% | $567.9万 | 18.9万股 | $313.1万 | 9.0万股 | +9.9万股+110.07% | 加仓 |
| NNOBLENE |
| 3.46% | 6.59% | $555.9万 | 14.9万股 | $1,019.6万 | 20.8万股 | -5.9万股-28.28% | 减仓 |
 CAL MAINE FOODS COM NEWCALM |
| 3.45% | 0.89% | $553.3万 | 6.9万股 | $138.6万 | 1.8万股 | +5.1万股+292.37% | 加仓 |
| UUNITED STS BRENT OIL FDBNO |
| 2.44% | — | $391.9万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| HHELMERICH & PAYNEHP |
| 2.41% | 2.75% | $387.0万 | 11.8万股 | $425.9万 | 11.8万股 | 00.00% | 持仓不变 |
 ANTERO RESOURCESAR |
| 2.19% | 2.72% | $351.9万 | 10.0万股 | $421.0万 | 9.9万股 | +945股+0.95% | 加仓 |
| OOPENLANEOPLN |
| 2.04% | 1.5% | $328.0万 | 8.0万股 | $231.9万 | 8.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.44% | — | $231.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| EENERGY TRANSFER L PET |
| 1.15% | 1.24% | $183.9万 | 9.6万股 | $191.6万 | 9.9万股 | -3,095股-3.12% | 减仓 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 1.14% | 1.24% | $182.4万 | 8.2万股 | $192.6万 | 8.6万股 | -4,277股-4.96% | 减仓 |
| CCOMPASS MINERALS INTL INCMP |
| 1.08% | 0.84% | $173.6万 | 5.6万股 | $129.9万 | 5.6万股 | +120股+0.22% | 加仓 |
| SSEADRILLSDRL |
| 0.86% | 1.52% | $138.3万 | 3.7万股 | $235.7万 | 5.2万股 | -1.5万股-29.45% | 减仓 |
 INSTEEL INDS COMIIIN |
| 0.83% | — | $133.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.79% | 1.05% | $127.0万 | 6.7万股 | $163.1万 | 6.7万股 | +447股+0.67% | 加仓 |
 达维塔DVA |
| 0.74% | 0.71% | $118.2万 | 5,312股 | $109.9万 | 7,153股 | -1,841股-25.74% | 减仓 |
 WORTHINGTON STLWS |
| 0.72% | 0.15% | $115.6万 | 3.4万股 | $22.8万 | 7,500股 | +2.7万股+359.03% | 加仓 |
| SSALLY BEAUTYSBH |
| 0.56% | — | $89.9万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| AAMPLIFY ETF TRSILJ |
| 0.47% | 0.58% | $76.0万 | 2.9万股 | $89.9万 | 3.0万股 | -930股-3.07% | 减仓 |
 谷歌AGOOGL |
| 0.17% | 0.14% | $26.8万 | 750股 | $21.6万 | 750股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.16% | 0.18% | $25.2万 | 5,425股 | $27.9万 | 5,425股 | 00.00% | 持仓不变 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.15% | 0.23% | $24.3万 | 8,000股 | $35.5万 | 8,000股 | 00.00% | 持仓不变 |
