 微软MSFT |
| 6.18% | 6.28% | $879.7万 | 2.4万股 | $918.2万 | 2.5万股 | -1,220股-4.92% | 减仓 |
 纽蒙特NEM |
| 5.51% | 6.03% | $785.0万 | 8.4万股 | $881.9万 | 8.1万股 | +2,577股+3.16% | 加仓 |
 盎格鲁黄金AU |
| 4.94% | 5.64% | $702.9万 | 8.7万股 | $824.6万 | 8.5万股 | +2,205股+2.60% | 加仓 |
 PAN AMERN SILVERPAAS |
| 4.74% | 5.43% | $674.6万 | 15.1万股 | $794.3万 | 14.5万股 | +5,223股+3.59% | 加仓 |
 M&T银行MTB |
| 4.19% | 3.66% | $596.8万 | 2.5万股 | $534.9万 | 2.6万股 | -800股-3.09% | 减仓 |
| GGRUPO CIBESTCIB |
| 3.84% | 3.32% | $546.5万 | 6.9万股 | $485.1万 | 6.7万股 | +2,169股+3.26% | 加仓 |
| IiShares白银信托SLV |
| 3.73% | 4.5% | $531.8万 | 9.9万股 | $658.9万 | 9.7万股 | +2,758股+2.85% | 加仓 |
| PPETROLEO BRASILEIROPBR |
| 3.36% | 4.09% | $478.4万 | 29.6万股 | $597.9万 | 28.8万股 | +7,861股+2.73% | 加仓 |
| IINTERNATIONAL SEAWAYS INC COM NPVINSW |
| 3.31% | 2.97% | $472.0万 | 6.2万股 | $435.0万 | 6.0万股 | +1,940股+3.25% | 加仓 |
 CEMEX SAB DE CVCX |
| 3.3% | 2.98% | $470.2万 | 39.2万股 | $435.5万 | 38.1万股 | +1.1万股+2.92% | 加仓 |
 FLUORFLR |
| 3.29% | 1.98% | $468.0万 | 8.9万股 | $290.0万 | 6.2万股 | +2.7万股+43.70% | 加仓 |
| AALASKA AIRALK |
| 3.21% | 2.12% | $457.7万 | 8.8万股 | $309.8万 | 8.4万股 | +3,455股+4.10% | 加仓 |
 美铝AA |
| 2.93% | 3.52% | $416.7万 | 8.0万股 | $515.1万 | 7.8万股 | +2,278股+2.93% | 加仓 |
| HHECLA MININGHL |
| 2.79% | 3.17% | $396.7万 | 25.7万股 | $463.3万 | 24.9万股 | +8,379股+3.37% | 加仓 |
 默沙东MRK |
| 2.72% | 0.63% | $387.9万 | 3.0万股 | $92.1万 | 9,067股 | +2.1万股+232.95% | 加仓 |
 RANGE RESRRC |
| 2.71% | 3.11% | $386.1万 | 10.4万股 | $455.0万 | 10.1万股 | +3,100股+3.08% | 加仓 |
| HHEARTLAND EXPRESSHTLD |
| 2.54% | 1.63% | $361.8万 | 23.8万股 | $239.0万 | 23.0万股 | +7,881股+3.43% | 加仓 |
 BLACK HILLSBKH |
| 2.52% | 2.22% | $359.0万 | 4.8万股 | $325.1万 | 4.7万股 | +1,415股+3.02% | 加仓 |
 MobileyeMBLY |
| 2.38% | — | $338.8万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 NUTRIENNTR |
| 2.36% | 2.68% | $336.1万 | 5.3万股 | $392.4万 | 5.2万股 | +1,385股+2.66% | 加仓 |
 TUTOR PERINITPC |
| 2.29% | 1.99% | $326.6万 | 3.9万股 | $291.7万 | 3.8万股 | +1,575股+4.17% | 加仓 |
 BUNGE GLOBALBG |
| 2.28% | 2.58% | $325.2万 | 3.0万股 | $377.9万 | 3.0万股 | +764股+2.57% | 加仓 |
| IINNOVEX INTERNATIONALINVX |
| 2.2% | 2.05% | $312.9万 | 12.6万股 | $299.5万 | 12.3万股 | +3,362股+2.74% | 加仓 |
 AMGEN COMAMGN |
| 2.16% | 2.04% | $307.4万 | 8,490股 | $298.7万 | 8,490股 | 00.00% | 持仓不变 |
 NORTHWESTERN ENERGY INNWE |
| 2.11% | 1.83% | $299.8万 | 4.2万股 | $268.1万 | 4.1万股 | +1,202股+2.96% | 加仓 |
| PProShares信托PSQ |
| 1.98% | 2.39% | $281.9万 | 11.2万股 | $350.0万 | 10.9万股 | +3,756股+3.45% | 加仓 |
| HHAWAIIAN ELEC INDS MTN BHE |
| 1.9% | 1.97% | $271.0万 | 20.0万股 | $287.9万 | 19.4万股 | +6,325股+3.26% | 加仓 |
| SSAN JUAN BASIN ROYALTY TRSJT |
| 1.31% | 1.14% | $186.6万 | 58.1万股 | $166.8万 | 34.7万股 | +23.4万股+67.57% | 加仓 |
 DOLEDOLE |
| 1.31% | 1.28% | $186.3万 | 13.6万股 | $186.7万 | 13.1万股 | +5,188股+3.97% | 加仓 |
 苹果AAPL |
| 1.22% | 1.04% | $173.4万 | 5,993股 | $152.1万 | 5,992股 | +1股+0.02% | 加仓 |
 SMITH & WESSON BRANDS INSWBI |
| 0.91% | 0.82% | $129.5万 | 8.6万股 | $119.8万 | 8.4万股 | +2,527股+3.02% | 加仓 |
 强生JNJ |
| 0.64% | 0.6% | $90.9万 | 3,581股 | $87.5万 | 3,581股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.61% | 0.68% | $86.2万 | 3,188股 | $99.1万 | 3,188股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.55% | 0.65% | $78.2万 | 2,124股 | $94.6万 | 2,198股 | -74股-3.37% | 减仓 |
 帕卡PCAR |
| 0.53% | 0.5% | $75.6万 | 6,290股 | $72.6万 | 6,290股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.53% | 0.49% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.49% | — | $69.7万 | 7,608股 | $0 | 0股 | +7,608股 | 新买入 |
 艾伯维ABBV |
| 0.46% | 0.39% | $65.4万 | 2,599股 | $56.5万 | 2,599股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.38% | 0.32% | $54.0万 | 2,264股 | $47.2万 | 2,264股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.37% | 0.35% | $52.5万 | 3,583股 | $51.8万 | 3,583股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.34% | 0.38% | $48.4万 | 3,572股 | $55.5万 | 3,572股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.34% | 0.35% | $47.9万 | 2,888股 | $51.4万 | 2,485股 | +403股+16.22% | 加仓 |
 思科CSCO |
| 0.33% | — | $46.6万 | 3,967股 | $0 | 0股 | +3,967股 | 新买入 |
 CVS健康CVS |
| 0.29% | 0.19% | $41.0万 | 3,965股 | $28.5万 | 3,965股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.28% | 0.23% | $40.0万 | 4,781股 | $34.1万 | 4,781股 | 00.00% | 持仓不变 |
| AAMERICAN FUNDS GROWTH FUND OF AMER F3GAFFX |
| 0.28% | 0.23% | $39.8万 | 4,509股 | $33.4万 | 4,509股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.27% | 0.31% | $38.8万 | 5,142股 | $45.3万 | 5,142股 | 00.00% | 持仓不变 |
| AAMERISERV FINL INCASRV |
| 0.27% | 0.25% | $38.8万 | 10.0万股 | $36.2万 | 10.0万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.25% | 0.25% | $35.8万 | 2,441股 | $35.9万 | 2,441股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.24% | 0.21% | $34.7万 | 1,061股 | $31.2万 | 1,061股 | 00.00% | 持仓不变 |
