 布鲁克BRKR |
| 4.25% | 2.73% | $4,014.6万 | 66.7万股 | $2,315.3万 | 64.1万股 | +2.6万股+4.07% | 加仓 |
| OOceaneering Intl Inc ComOII |
| 2.98% | 2.92% | $2,810.3万 | 69.4万股 | $2,472.9万 | 69.7万股 | -3,644股-0.52% | 减仓 |
| TTIDEWATER NEWTDW |
| 2.78% | 4.04% | $2,623.8万 | 39.4万股 | $3,427.7万 | 41.0万股 | -1.6万股-4.01% | 减仓 |
 洛克希德马丁LMT |
| 2.61% | 3.51% | $2,467.9万 | 4.8万股 | $2,976.9万 | 4.9万股 | -814股-1.65% | 减仓 |
 ILLUMINAILMN |
| 2.38% | 0.34% | $2,247.2万 | 12.8万股 | $288.3万 | 2.3万股 | +10.4万股+446.45% | 加仓 |
 森科能源SU |
| 2.38% | 3.22% | $2,245.4万 | 41.8万股 | $2,731.3万 | 41.3万股 | +5,145股+1.25% | 加仓 |
 斯伦贝谢SLB |
| 2.36% | 2.98% | $2,229.1万 | 47.9万股 | $2,528.1万 | 49.2万股 | -1.2万股-2.54% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 2.33% | 3.27% | $2,200.0万 | 55.7万股 | $2,774.4万 | 56.9万股 | -1.2万股-2.17% | 减仓 |
 阿斯麦ASML |
| 2.32% | 1.95% | $2,188.4万 | 1.1万股 | $1,656.7万 | 1.3万股 | -1,543股-12.30% | 减仓 |
| TTRILOGY METALS NEWTMQ |
| 2.26% | 1.99% | $2,138.5万 | 609.3万股 | $1,687.9万 | 470.2万股 | +139.1万股+29.58% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 2.12% | 0.98% | $2,000.6万 | 29.5万股 | $834.7万 | 15.6万股 | +13.9万股+89.31% | 加仓 |
 卡梅科CCJ |
| 2.09% | 2.49% | $1,972.7万 | 19.4万股 | $2,108.6万 | 19.4万股 | -483股-0.25% | 减仓 |
 NEXGEN ENERGYNXE |
| 2.02% | 2.66% | $1,911.5万 | 203.6万股 | $2,252.3万 | 194.2万股 | +9.4万股+4.84% | 加仓 |
 ANTERO RESOURCESAR |
| 1.99% | — | $1,874.2万 | 53.3万股 | $0 | 0股 | +53.3万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 1.91% | 1.46% | $1,805.9万 | 136.0万股 | $1,237.1万 | 153.9万股 | -17.9万股-11.63% | 减仓 |
| CCORE NATURAL RESOURCESCNR |
| 1.86% | 3.62% | $1,759.8万 | 22.0万股 | $3,070.3万 | 29.3万股 | -7.3万股-24.99% | 减仓 |
| AAXCELIS TECHNOLOGIESACLS |
| 1.81% | 0.47% | $1,711.4万 | 9.0万股 | $395.4万 | 4.2万股 | +4.8万股+112.65% | 加仓 |
 NUTRIENNTR |
| 1.73% | 3.47% | $1,630.7万 | 25.9万股 | $2,945.6万 | 39.0万股 | -13.1万股-33.64% | 减仓 |
 空气化工APD |
| 1.71% | 2.81% | $1,614.2万 | 5.5万股 | $2,380.0万 | 8.2万股 | -2.7万股-32.80% | 减仓 |
 EXPAND ENERGYEXE |
| 1.69% | — | $1,593.5万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
 EQTEQT |
| 1.68% | — | $1,581.6万 | 29.7万股 | $0 | 0股 | +29.7万股 | 新买入 |
 波音BA |
| 1.59% | 1.1% | $1,503.5万 | 6.9万股 | $933.4万 | 4.7万股 | +2.3万股+48.11% | 加仓 |
 BUNGE GLOBALBG |
| 1.53% | 2% | $1,448.9万 | 13.6万股 | $1,699.5万 | 13.4万股 | +2,141股+1.60% | 加仓 |
 联合太平洋铁路UNP |
| 1.52% | 1.06% | $1,438.1万 | 5.3万股 | $895.9万 | 3.7万股 | +1.6万股+43.18% | 加仓 |
| R力拓BBP |
| 1.47% | 1.31% | $1,383.5万 | 14.6万股 | $1,108.1万 | 11.9万股 | +2.7万股+22.70% | 加仓 |
| FFERROGLOBE PLC SHSGSM |
| 1.42% | 1.91% | $1,336.0万 | 420.1万股 | $1,617.8万 | 392.7万股 | +27.5万股+7.00% | 加仓 |
 FLUORFLR |
| 1.41% | 0.18% | $1,334.8万 | 25.5万股 | $149.0万 | 3.2万股 | +22.3万股+697.71% | 加仓 |
 自由港麦克莫兰FCX |
| 1.39% | 1.06% | $1,315.3万 | 20.9万股 | $895.7万 | 15.2万股 | +5.7万股+37.24% | 加仓 |
 RANGE RESRRC |
| 1.36% | — | $1,282.4万 | 34.5万股 | $0 | 0股 | +34.5万股 | 新买入 |
 雅保ALB |
| 1.35% | 1.87% | $1,274.3万 | 9.4万股 | $1,583.1万 | 8.8万股 | +6,191股+7.02% | 加仓 |
 GE VernovaGEV |
| 1.35% | 1.11% | $1,270.6万 | 1.1万股 | $944.0万 | 1.1万股 | 00.00% | 持仓不变 |
 CF INDSCF |
| 1.33% | 2.58% | $1,251.9万 | 11.6万股 | $2,188.0万 | 16.9万股 | -5.3万股-31.38% | 减仓 |
 美铝AA |
| 1.31% | 1.73% | $1,234.2万 | 23.7万股 | $1,469.8万 | 22.2万股 | +1.5万股+6.82% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.31% | 2.22% | $1,232.7万 | 2.4万股 | $1,878.8万 | 2.8万股 | -3,336股-12.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.18% | 1.21% | $1,117.2万 | 2.2万股 | $1,023.1万 | 2.1万股 | +975股+4.57% | 加仓 |
| IIPERIONX LTD SPON ADS EACH REP 10 ORD SHSIPX |
| 1.09% | 0.03% | $1,026.2万 | 34.5万股 | $27.7万 | 1.1万股 | +33.5万股+3,140.57% | 加仓 |
 VertivVRT |
| 1.08% | 0.85% | $1,019.8万 | 3.0万股 | $722.5万 | 2.9万股 | +1,625股+5.64% | 加仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 1.08% | 1.69% | $1,019.0万 | 33.6万股 | $1,432.4万 | 32.2万股 | +1.3万股+4.18% | 加仓 |
 阿格尼科鹰矿AEM |
| 1.06% | 1.42% | $998.6万 | 6.4万股 | $1,203.9万 | 5.9万股 | +5,063股+8.54% | 加仓 |
 ALPHA METALLURGICAL RESOUR IAMR |
| 1.05% | 0.88% | $993.2万 | 6.0万股 | $748.7万 | 3.6万股 | +2.4万股+65.08% | 加仓 |
| IIPG PHOTONICSIPGP |
| 1.01% | 0.5% | $952.5万 | 8.1万股 | $426.5万 | 3.7万股 | +4.4万股+118.13% | 加仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.99% | — | $938.3万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
| NNOBLENE |
| 0.85% | 1.22% | $802.5万 | 21.5万股 | $1,037.5万 | 21.1万股 | +3,729股+1.76% | 加仓 |
 DOW COMDOW |
| 0.81% | 1.21% | $768.4万 | 28.1万股 | $1,026.8万 | 24.7万股 | +3.4万股+13.92% | 加仓 |
| NNAVITAS SEMICONDUCTORNVTS |
| 0.81% | 0.06% | $765.8万 | 42.7万股 | $51.9万 | 5.9万股 | +36.8万股+622.30% | 加仓 |
| CCHEMOURSCC |
| 0.76% | 0.82% | $715.2万 | 34.9万股 | $699.1万 | 31.7万股 | +3.1万股+9.84% | 加仓 |
| WWEATHERFORD INTLWFRD |
| 0.73% | 0.92% | $689.1万 | 8.5万股 | $784.1万 | 8.3万股 | +1,648股+1.99% | 加仓 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.71% | 1.21% | $670.1万 | 12.7万股 | $1,025.4万 | 12.7万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.7% | 0.37% | $665.2万 | 9,200股 | $314.4万 | 9,200股 | 00.00% | 持仓不变 |
 OLIN CORP COM PAR $1OLN |
| 0.68% | 0.67% | $641.9万 | 32.4万股 | $571.9万 | 19.2万股 | +13.1万股+68.36% | 加仓 |
