 HALLIBURTON COMHAL |
| 13.8% | 5.31% | $1,081.2万 | 31.8万股 | $626.0万 | 16.1万股 | +15.8万股+98.37% | 加仓 |
 GENCO SHIPPING & TRADINGGNK |
| 12.91% | 5.54% | $1,011.7万 | 40.8万股 | $653.6万 | 29.0万股 | +11.8万股+40.87% | 加仓 |
 EXPAND ENERGYEXE |
| 11.4% | 10.43% | $893.0万 | 9.8万股 | $1,230.9万 | 11.2万股 | -1.4万股-12.67% | 减仓 |
 ANTERO RESOURCESAR |
| 8.84% | 8.73% | $692.7万 | 19.7万股 | $1,030.0万 | 24.3万股 | -4.6万股-18.78% | 减仓 |
 贝克休斯BKR |
| 8.39% | 4.1% | $657.3万 | 11.8万股 | $484.2万 | 7.9万股 | +3.9万股+49.33% | 加仓 |
| WWEATHERFORD INTLWFRD |
| 7.13% | 2.81% | $558.9万 | 6.9万股 | $332.0万 | 3.5万股 | +3.3万股+95.38% | 加仓 |
| NNATIONAL ENERGY SERVICES REUNESR |
| 6.89% | 2.96% | $539.8万 | 18.0万股 | $348.7万 | 16.2万股 | +1.8万股+11.05% | 加仓 |
 斯伦贝谢SLB |
| 6.65% | 4.4% | $521.3万 | 11.2万股 | $518.8万 | 10.1万股 | +1.1万股+11.06% | 加仓 |
| CCOSTAMARE BULKERS HLDGS LTD COM SHSCMDB |
| 6.23% | 3.35% | $487.8万 | 27.8万股 | $395.5万 | 25.6万股 | +2.2万股+8.64% | 加仓 |
 BRISTOW COMVTOL |
| 3.15% | — | $246.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 2.47% | 1% | $193.2万 | 7,417股 | $118.3万 | 4,787股 | +2,630股+54.94% | 加仓 |
 马拉松石油MPC |
| 2.43% | 0.96% | $190.8万 | 7,462股 | $113.6万 | 4,654股 | +2,808股+60.34% | 加仓 |
| PPBF ENERGYPBF |
| 1.73% | 0.61% | $135.8万 | 3.0万股 | $72.2万 | 1.5万股 | +1.5万股+96.63% | 加仓 |
 卡梅科CCJ |
| 1.37% | — | $107.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| SSPROTT FDS TRURNM |
| 1.2% | — | $93.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.9% | — | $70.1万 | 2,338股 | $0 | 0股 | +2,338股 | 新买入 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.67% | — | $52.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.67% | — | $52.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 0.66% | — | $51.7万 | 1,628股 | $0 | 0股 | +1,628股 | 新买入 |
| GGLOBAL SHIP LEASEGSL |
| 0.58% | — | $45.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 EntergyETR |
| 0.56% | — | $43.5万 | 3,557股 | $0 | 0股 | +3,557股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 0.48% | — | $37.2万 | 3,222股 | $0 | 0股 | +3,222股 | 新买入 |
| AARDMORE SHIPPING CORP COMASC |
| 0.31% | 0.3% | $24.0万 | 1.7万股 | $35.6万 | 2.3万股 | -6,221股-26.64% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.28% | — | $22.2万 | 1,100股 | $0 | 0股 | +1,100股 | 新买入 |
 COSTAMARE INC SHSCMRE |
| 0.26% | — | $20.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| FFRONTLINE PLC COM USD1FRO |
| 0.04% | 0.85% | $3.5万 | 1,000股 | $100.4万 | 2.9万股 | -2.8万股-96.53% | 减仓 |
