 森科能源SU |
| 9.95% | 0.98% | $1.31亿 | 243.7万股 | $887.6万 | 20.0万股 | +223.7万股+1,117.87% | 加仓 |
| CCENOVUS ENERGY COMCVE |
| 9.63% | 8.42% | $1.27亿 | 510.0万股 | $7,614.0万 | 450.0万股 | +60.0万股+13.33% | 加仓 |
| IiShares安硕·20 YEAR TREASURY BOND ETFTLT |
| 8.58% | 2.84% | $1.13亿 | 120.0万股 | $2,571.2万 | 29.5万股 | +90.5万股+306.78% | 加仓 |
 德文能源DVN |
| 5.35% | — | $7,024.4万 | 170.0万股 | $0 | 0股 | +170.0万股 | 新买入 |
 戴蒙德能源FANG |
| 5.32% | 0.33% | $6,989.0万 | 39.8万股 | $300.7万 | 2.0万股 | +37.8万股+1,887.99% | 加仓 |
| BBAYTEX ENERGYBTE |
| 5.17% | — | $6,800.0万 | 1,700.0万股 | $0 | 0股 | +1,700.0万股 | 新买入 |
| IiShares安硕信托TLT |
| 3.32% | — | $4,362.8万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 卡梅科CCJ |
| 2.74% | 2.43% | $3,596.7万 | 35.3万股 | $2,193.8万 | 24.0万股 | +11.3万股+47.26% | 加仓 |
| TTRANSOCEANRIG |
| 2.6% | — | $3,423.0万 | 700.0万股 | $0 | 0股 | +700.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 2.44% | 3.43% | $3,211.1万 | 4.3万股 | $3,102.7万 | 4.6万股 | -2,500股-5.49% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.34% | 3.68% | $3,069.2万 | 4.1万股 | $3,327.8万 | 4.9万股 | -7,700股-15.78% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 2.28% | 1.07% | $2,990.3万 | 24.6万股 | $964.0万 | 10.2万股 | +14.4万股+140.63% | 加仓 |
 ROYAL BK CDA COMRY |
| 2.27% | 1.07% | $2,976.8万 | 14.4万股 | $966.8万 | 5.7万股 | +8.7万股+153.64% | 加仓 |
 ShopifySHOP |
| 2.21% | 1.93% | $2,902.7万 | 25.4万股 | $1,748.0万 | 10.9万股 | +14.6万股+134.11% | 加仓 |
 加拿大国家铁路CNI |
| 2.13% | 1.82% | $2,793.3万 | 23.4万股 | $1,649.7万 | 12.2万股 | +11.3万股+92.77% | 加仓 |
 安桥ENB |
| 2.09% | 1.71% | $2,751.8万 | 50.8万股 | $1,544.7万 | 32.3万股 | +18.5万股+57.18% | 加仓 |
 金罗斯黄金KGC |
| 1.92% | 1.92% | $2,521.6万 | 106.8万股 | $1,731.6万 | 61.5万股 | +45.3万股+73.61% | 加仓 |
| B巴里克黄金GOLD |
| 1.3% | 1.06% | $1,703.2万 | 46.4万股 | $961.7万 | 22.1万股 | +24.3万股+109.98% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 1.13% | 0.86% | $1,484.4万 | 37.6万股 | $773.7万 | 22.9万股 | +14.7万股+64.43% | 加仓 |
 HYCROFT MNG HLDG CORP CLASS AHYMC |
| 1.12% | 1.99% | $1,470.5万 | 62.8万股 | $1,799.6万 | 75.7万股 | -12.9万股-17.00% | 减仓 |
 BCEBCE |
| 1.11% | 0.91% | $1,452.3万 | 67.5万股 | $821.8万 | 34.5万股 | +33.0万股+95.69% | 加仓 |
 惠顿贵金属WPM |
| 0.86% | 1.62% | $1,129.5万 | 10.1万股 | $1,468.4万 | 12.5万股 | -2.4万股-19.52% | 减仓 |
 VIZSLA SILVERVZLA |
| 0.86% | 2.06% | $1,125.3万 | 341.0万股 | $1,865.3万 | 341.0万股 | 00.00% | 持仓不变 |
| CCOEUR MNGCDE |
| 0.81% | 1.29% | $1,067.7万 | 65.4万股 | $1,166.5万 | 65.4万股 | 00.00% | 持仓不变 |
 VIPER ENERGYVNOM |
| 0.81% | 5.13% | $1,060.0万 | 25.0万股 | $4,635.6万 | 120.0万股 | -95.0万股-79.17% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.71% | 1.31% | $928.5万 | 6.0万股 | $1,182.8万 | 7.0万股 | -9,920股-14.22% | 减仓 |
| SSUNSHINE SILVER MNG & REFNGSSMR |
| 0.7% | — | $925.4万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.69% | 1.3% | $905.5万 | 29.8万股 | $1,176.7万 | 30.5万股 | -6,534股-2.14% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.59% | 0.02% | $778.5万 | 9.0万股 | $15.6万 | 2,113股 | +8.8万股+4,151.96% | 加仓 |
 Tc Energy Corp COMMONTRP |
| 0.56% | 0.55% | $739.4万 | 11.2万股 | $495.1万 | 9.0万股 | +2.2万股+23.93% | 加仓 |
 PAN AMERN SILVERPAAS |
| 0.55% | 0.66% | $722.5万 | 16.1万股 | $599.0万 | 11.6万股 | +4.6万股+39.51% | 加仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.51% | 0.37% | $671.0万 | 5.8万股 | $335.4万 | 3.7万股 | +2.1万股+57.62% | 加仓 |
| PPERMIAN RESOURCESPR |
| 0.49% | 0.54% | $644.4万 | 35.0万股 | $491.1万 | 35.0万股 | 00.00% | 持仓不变 |
| IIAMGOLDIAG |
| 0.49% | 0.76% | $642.9万 | 40.6万股 | $690.8万 | 41.9万股 | -1.3万股-3.11% | 减仓 |
 台积电TSM |
| 0.48% | 0.07% | $624.6万 | 1.3万股 | $64.8万 | 2,131股 | +1.1万股+513.70% | 加仓 |
| SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG |
| 0.47% | 0.76% | $616.7万 | 17.5万股 | $686.8万 | 25.0万股 | -7.5万股-30.00% | 减仓 |
 盎格鲁黄金AU |
| 0.46% | <0.01% | $603.0万 | 7.5万股 | $5,714 | 67股 | +7.4万股+111,168.66% | 加仓 |
| CCONTANGO SILVER & GOLD INC COMCTGO |
| 0.43% | — | $571.4万 | 36.2万股 | $0 | 0股 | +36.2万股 | 新买入 |
 FORTISFTS |
| 0.43% | 0.34% | $560.1万 | 9.8万股 | $306.5万 | 5.9万股 | +3.9万股+65.84% | 加仓 |
| HHECLA MININGHL |
| 0.42% | 0.76% | $553.3万 | 35.9万股 | $688.2万 | 35.9万股 | 00.00% | 持仓不变 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.41% | 0.33% | $539.6万 | 15.0万股 | $297.5万 | 8.6万股 | +6.4万股+75.03% | 加仓 |
 谷歌AGOOGL |
| 0.4% | 0.09% | $532.0万 | 1.5万股 | $83.6万 | 2,672股 | +1.2万股+457.11% | 加仓 |
| CCHORD ENERGYCHRD |
| 0.39% | 0.51% | $514.4万 | 4.5万股 | $463.5万 | 5.0万股 | -5,000股-10.00% | 减仓 |
 自由港麦克莫兰FCX |
| 0.39% | 0.25% | $506.7万 | 8.1万股 | $228.6万 | 4.5万股 | +3.6万股+79.03% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.58% | $503.9万 | 2.5万股 | $525.8万 | 2.8万股 | -3,010股-10.68% | 减仓 |
 EXPAND ENERGYEXE |
| 0.35% | 9.76% | $456.0万 | 5.0万股 | $8,828.8万 | 80.0万股 | -75.0万股-93.75% | 减仓 |
| CCOLLECTIVE MININGCNL |
| 0.28% | 0.76% | $374.5万 | 30.6万股 | $685.7万 | 47.0万股 | -16.4万股-34.95% | 减仓 |
| CCIA DE MINAS BUENAVENTUR-ADR (US)BVN |
| 0.28% | 0.39% | $367.5万 | 12.5万股 | $349.2万 | 12.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.26% | 0.07% | $337.0万 | 2,810股 | $65.0万 | 605股 | +2,205股+364.46% | 加仓 |
 NEXGEN ENERGYNXE |
| 0.25% | 0.39% | $333.3万 | 35.5万股 | $349.6万 | 38.0万股 | -2.5万股-6.58% | 减仓 |
