 RANGE RESRRC |
| 14.94% | 13.21% | $2.45亿 | 657.6万股 | $1.89亿 | 418.9万股 | +238.7万股+57.00% | 加仓 |
| SSEABRIDGE GOLDSA |
| 11.88% | — | $1.94亿 | 755.5万股 | $0 | 0股 | +755.5万股 | 新买入 |
 EXPAND ENERGYEXE |
| 9.6% | 6.24% | $1.57亿 | 172.4万股 | $8,932.1万 | 81.4万股 | +91.0万股+111.83% | 加仓 |
 KT SPONSORED ADRKT |
| 9.55% | 7.97% | $1.56亿 | 904.4万股 | $1.14亿 | 532.2万股 | +372.2万股+69.94% | 加仓 |
 NUTRIENNTR |
| 8.4% | 7.5% | $1.38亿 | 218.5万股 | $1.07亿 | 142.4万股 | +76.2万股+53.49% | 加仓 |
 WEYERHAEUSERWY |
| 5.5% | 3.25% | $8,997.7万 | 375.8万股 | $4,652.9万 | 190.5万股 | +185.4万股+97.34% | 加仓 |
 CONCENTRIXCNXC |
| 4.35% | 3.11% | $7,115.3万 | 317.6万股 | $4,452.3万 | 162.7万股 | +154.8万股+95.15% | 加仓 |
 RAYONIERRYN |
| 4.25% | 3.15% | $6,955.6万 | 326.9万股 | $4,508.6万 | 218.7万股 | +108.2万股+49.49% | 加仓 |
| NNORTHERN DYNASTY MINERALS LTNAK |
| 3.77% | 3.19% | $6,178.3万 | 3,217.8万股 | $4,571.8万 | 3,265.6万股 | -47.7万股-1.46% | 减仓 |
| CCRESUD C I F Y ACRESY |
| 3.26% | 3.92% | $5,344.5万 | 476.8万股 | $5,616.6万 | 441.6万股 | +35.2万股+7.97% | 加仓 |
 Nice Ltd ADRNICE |
| 3.12% | 1.93% | $5,115.0万 | 56.3万股 | $2,767.0万 | 25.1万股 | +31.2万股+124.35% | 加仓 |
 富兰克林资源BEN |
| 2.68% | 5.81% | $4,393.5万 | 132.1万股 | $8,320.4万 | 352.3万股 | -220.2万股-62.51% | 减仓 |
 ROYAL GOLD COMRGLD |
| 2.62% | 1.53% | $4,291.3万 | 21.5万股 | $2,192.7万 | 8.6万股 | +12.9万股+149.52% | 加仓 |
 CENTENE DEL COMCNC |
| 2.54% | 5.75% | $4,151.3万 | 64.7万股 | $8,241.0万 | 251.7万股 | -187.0万股-74.31% | 减仓 |
| NNOVAGOLD RESOURCES COM NEWNG |
| 2.52% | 4.08% | $4,118.2万 | 689.8万股 | $5,847.5万 | 651.2万股 | +38.6万股+5.93% | 加仓 |
| IINTERNATIONAL TOWER HILL MINTHM |
| 2.28% | 2.83% | $3,734.7万 | 1,876.8万股 | $4,059.6万 | 1,765.0万股 | +111.7万股+6.33% | 加仓 |
| EEPAM SYSEPAM |
| 1.95% | — | $3,196.3万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
 COMCAST NEW CL ACMCSA |
| 1.92% | 1.3% | $3,137.8万 | 127.8万股 | $1,863.9万 | 64.9万股 | +62.9万股+96.88% | 加仓 |
| VVISTA GOLD CORPVGZ |
| 1.64% | 1.9% | $2,683.4万 | 1,404.9万股 | $2,715.0万 | 1,385.2万股 | +19.7万股+1.42% | 加仓 |
 美盛MOS |
| 1.45% | — | $2,371.4万 | 111.9万股 | $0 | 0股 | +111.9万股 | 新买入 |
 IVANHOE ELECTRICIE |
| 0.61% | 1.47% | $993.6万 | 103.4万股 | $2,108.9万 | 178.4万股 | -75.0万股-42.05% | 减仓 |
| B巴里克黄金GOLD |
| 0.3% | 1.6% | $493.9万 | 13.4万股 | $2,284.4万 | 56.0万股 | -42.6万股-75.99% | 减仓 |
 纽蒙特NEM |
| 0.29% | 0.01% | $470.1万 | 5.0万股 | $8.2万 | 761股 | +5.0万股+6,513.40% | 加仓 |
 KOREA ELEC PWR CORP SPONSORED ADRKEP |
| 0.15% | 0.21% | $250.6万 | 20.7万股 | $295.2万 | 20.7万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.09% | 0.01% | $152.0万 | 4,200股 | $7.5万 | 4,200股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.09% | 0.01% | $144.5万 | 5,000股 | $11.3万 | 5,000股 | 00.00% | 持仓不变 |
 IRSA INVERSIONES Y REPIRS |
| 0.08% | 0.1% | $131.8万 | 8.5万股 | $138.4万 | 8.5万股 | -3股-0.00% | 减仓 |
 汽车地带AZO |
| 0.08% | 0.02% | $127.8万 | 400股 | $22.3万 | 400股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.07% | 0.01% | $115.9万 | 4,600股 | $10.5万 | 4,600股 | 00.00% | 持仓不变 |
| PPLATINUM GROUP METALS LTDPLG |
| 0.03% | 0.04% | $55.0万 | 40.7万股 | $63.5万 | 35.9万股 | +4.8万股+13.50% | 加仓 |
