 NubankNU |
| 25.02% | 17% | $2,182.3万 | 163.3万股 | $2,646.9万 | 184.2万股 | -20.9万股-11.32% | 减仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 15.88% | — | $1,384.7万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
| AAURA MINERALSAUGO |
| 14.72% | 3.91% | $1,284.2万 | 20.4万股 | $608.7万 | 7.5万股 | +12.9万股+173.48% | 加仓 |
| CCOPACPA |
| 12.74% | — | $1,111.0万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 ENERSIS CHILE SA SPONENIC |
| 12.65% | — | $1,103.6万 | 245.3万股 | $0 | 0股 | +245.3万股 | 新买入 |
| HHUDBAY MINERALSHBM |
| 4.39% | 0.75% | $382.5万 | 16.2万股 | $117.3万 | 5.6万股 | +10.6万股+188.67% | 加仓 |
 自由港麦克莫兰FCX |
| 4.35% | 0.79% | $379.4万 | 6.0万股 | $123.4万 | 2.1万股 | +3.9万股+187.29% | 加仓 |
| WWEATHERFORD INTLWFRD |
| 2.06% | 2.56% | $179.3万 | 2.2万股 | $398.0万 | 4.2万股 | -2.0万股-47.72% | 减仓 |
 贝克休斯BKR |
| 1.83% | 1.9% | $159.7万 | 2.9万股 | $296.6万 | 4.9万股 | -2.0万股-40.76% | 减仓 |
| SSANDISK COMSNDK |
| 1.57% | — | $137.3万 | 604股 | $0 | 0股 | +604股 | 新买入 |
 美光科技MU |
| 1.33% | 6.08% | $116.4万 | 1,008股 | $946.6万 | 2.7万股 | -2.6万股-96.28% | 减仓 |
 科磊KLAC |
| 1.29% | — | $112.2万 | 3,720股 | $0 | 0股 | +3,720股 | 新买入 |
 INTER &INTR |
| 0.47% | — | $40.7万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| IiShares安硕信托 |
| 0.45% | — | $39.1万 | 610股 | $0 | 0股 | +610股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.44% | — | $38.3万 | 520股 | $0 | 0股 | +520股 | 新买入 |
| IiShares安硕ESGE |
| 0.42% | — | $37.0万 | 1,480股 | $0 | 0股 | +1,480股 | 新买入 |
| IiShares安硕信托 |
| 0.4% | — | $34.5万 | 5,474股 | $0 | 0股 | +5,474股 | 新买入 |
