| TTOAST CL ATOST |
| 36.33% | 0.11% | $3,755.7万 | 135.0万股 | $73.4万 | 2.8万股 | +132.2万股+4,773.65% | 加仓 |
 Take-TwoTTWO |
| 29.02% | 2.84% | $2,999.8万 | 12.0万股 | $1,876.3万 | 9.5万股 | +2.5万股+26.32% | 加仓 |
 The Trade DeskTTD |
| 15.74% | 1.55% | $1,627.2万 | 90.0万股 | $1,021.1万 | 45.0万股 | +45.0万股+100.00% | 加仓 |
| GGlobal X·URANIUM ETFURA |
| 2.96% | 0.51% | $305.9万 | 7.0万股 | $339.0万 | 7.0万股 | 00.00% | 持仓不变 |
 VanEck ETF信托GDXJ |
| 2.85% | 0.73% | $294.8万 | 3.0万股 | $480.2万 | 4.0万股 | -1.0万股-25.00% | 减仓 |
| VVanEck Russia ETFBBH |
| 2.56% | 0.4% | $264.6万 | 3.0万股 | $263.1万 | 3.0万股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 2.19% | 0.83% | $226.4万 | 3.0万股 | $550.6万 | 6.0万股 | -3.0万股-50.00% | 减仓 |
 自由港麦克莫兰FCX |
| 1.83% | 0.27% | $188.7万 | 3.0万股 | $176.3万 | 3.0万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 1.65% | — | $170.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSPROTT FDS TRURNM |
| 1.53% | 0.14% | $157.8万 | 3.0万股 | $94.7万 | 1.5万股 | +1.5万股+100.00% | 加仓 |
 美铝AA |
| 1.26% | 0.25% | $130.4万 | 2.5万股 | $165.8万 | 2.5万股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 1.2% | 0.58% | $124.2万 | 5,000股 | $385.4万 | 1.4万股 | -8,800股-63.77% | 减仓 |
 VistraVST |
| 0.77% | 1.2% | $79.3万 | 5,000股 | $793.7万 | 5.3万股 | -4.8万股-90.53% | 减仓 |
| BBALLARD PWR SYS INC NEW COMBLDP |
| 0.11% | 0.01% | $11.7万 | 3.0万股 | $7.3万 | 3.0万股 | 00.00% | 持仓不变 |
