 谷歌AGOOGL |
| 14% | 13.54% | $1,518.8万 | 4.3万股 | $1,222.1万 | 4.3万股 | 00.00% | 持仓不变 |
 优步UBER |
| 9.81% | 11.75% | $1,064.4万 | 14.8万股 | $1,061.0万 | 14.8万股 | 00.00% | 持仓不变 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 8.53% | — | $925.1万 | 21.5万股 | $0 | 0股 | +21.5万股 | 新买入 |
 黑石集团BX |
| 5.97% | — | $647.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 5.85% | 1.62% | $634.6万 | 4.0万股 | $146.6万 | 1.0万股 | +3.0万股+300.00% | 加仓 |
 亚马逊AMZN |
| 5.49% | 8.07% | $595.9万 | 2.5万股 | $728.9万 | 3.5万股 | -1.0万股-28.57% | 减仓 |
 ADOBE COMADBE |
| 4.54% | — | $492.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| GGLOBAL E ONLINEGLBE |
| 2.88% | — | $312.6万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 苹果AAPL |
| 2.67% | 2.81% | $289.4万 | 1.0万股 | $253.8万 | 1.0万股 | 00.00% | 持仓不变 |
 VIPER ENERGYVNOM |
| 2.49% | 3.21% | $269.7万 | 6.4万股 | $289.5万 | 6.2万股 | +2,000股+3.25% | 加仓 |
 戴蒙德能源FANG |
| 2.21% | 2.76% | $239.2万 | 1.4万股 | $249.4万 | 1.3万股 | +1,000股+7.93% | 加仓 |
 EQTEQT |
| 2.2% | 2.1% | $238.2万 | 4.5万股 | $189.6万 | 3.0万股 | +1.5万股+50.34% | 加仓 |
 XCEL ENERGY COMXEL |
| 2.04% | 2.08% | $221.6万 | 2.8万股 | $187.5万 | 2.4万股 | +4,000股+16.95% | 加仓 |
| NNextPowerNXT |
| 1.83% | 0.92% | $198.8万 | 1.7万股 | $83.0万 | 6,888股 | +9,800股+142.28% | 加仓 |
 美国电力AEP |
| 1.72% | 1.83% | $186.1万 | 1.4万股 | $165.2万 | 1.3万股 | +1,000股+7.94% | 加仓 |
| EENERGY TRANSFER L PET |
| 1.68% | 1.89% | $182.4万 | 9.5万股 | $171.0万 | 8.9万股 | +6,800股+7.67% | 加仓 |
 太平洋煤电PCG |
| 1.66% | 2.47% | $179.6万 | 10.7万股 | $222.8万 | 12.7万股 | -2.0万股-15.77% | 减仓 |
 SEMPRA COMSRE |
| 1.5% | 1.68% | $163.2万 | 1.8万股 | $151.6万 | 1.6万股 | +2,000股+12.82% | 加仓 |
 HALLIBURTON COMHAL |
| 1.45% | 1.54% | $157.5万 | 4.6万股 | $138.8万 | 3.6万股 | +1.1万股+30.34% | 加仓 |
 斯伦贝谢SLB |
| 1.43% | 1.73% | $155.3万 | 3.3万股 | $156.2万 | 3.0万股 | +3,000股+9.87% | 加仓 |
 GE VernovaGEV |
| 1.39% | 0.47% | $151.3万 | 1,288股 | $42.6万 | 488股 | +800股+163.93% | 加仓 |
| OOVINTIV COMOVV |
| 1.3% | 1.1% | $141.1万 | 2.7万股 | $99.7万 | 1.7万股 | +1.0万股+59.52% | 加仓 |
 雪佛龙CVX |
| 1.28% | 1.7% | $139.2万 | 8,400股 | $153.1万 | 7,400股 | +1,000股+13.51% | 加仓 |
 Phillips 66PSX |
| 1.28% | 1.55% | $138.4万 | 8,188股 | $140.1万 | 7,688股 | +500股+6.50% | 加仓 |
 卡梅科CCJ |
| 1.18% | 1.25% | $128.3万 | 1.3万股 | $113.0万 | 1.0万股 | +2,200股+21.15% | 加仓 |
 Targa资源TRGP |
| 1.13% | 0.47% | $122.4万 | 4,566股 | $42.1万 | 1,678股 | +2,888股+172.11% | 加仓 |
| PPERMIAN RESOURCESPR |
| 1.08% | 0.23% | $117.1万 | 6.4万股 | $20.5万 | 9,600股 | +5.4万股+562.50% | 加仓 |
 EOG资源EOG |
| 1.05% | 1.41% | $114.2万 | 8,800股 | $127.2万 | 8,800股 | 00.00% | 持仓不变 |
| AARRAY TECHNOLOGIESARRY |
| 0.93% | 1.86% | $101.4万 | 13.7万股 | $168.3万 | 23.3万股 | -9.6万股-41.24% | 减仓 |
| NNRG ENERGYNRG |
| 0.92% | 0.78% | $99.3万 | 6,800股 | $70.1万 | 4,800股 | +2,000股+41.67% | 加仓 |
 杜克能源DUK |
| 0.89% | — | $96.2万 | 7,600股 | $0 | 0股 | +7,600股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.87% | 0.49% | $94.0万 | 3,608股 | $44.7万 | 1,808股 | +1,800股+99.56% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.86% | 1.96% | $93.6万 | 3,968股 | $176.9万 | 8,968股 | -5,000股-55.75% | 减仓 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 0.82% | — | $89.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 切尼尔能源LNG |
| 0.71% | 0.88% | $76.5万 | 3,200股 | $79.5万 | 2,800股 | +400股+14.29% | 加仓 |
 贝克休斯BKR |
| 0.65% | — | $71.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 GOLAR LNG LTD SHSGLNG |
| 0.59% | 0.29% | $63.8万 | 1.3万股 | $26.0万 | 4,800股 | +8,000股+166.67% | 加仓 |
 康菲石油COP |
| 0.54% | 2.5% | $58.2万 | 5,600股 | $225.3万 | 1.7万股 | -1.1万股-67.19% | 减仓 |
 ENERGY FUELSUUUU |
| 0.49% | 0.99% | $53.4万 | 3.7万股 | $89.1万 | 4.9万股 | -1.2万股-24.59% | 减仓 |
 VistraVST |
| 0.41% | 1.47% | $44.4万 | 2,800股 | $132.3万 | 8,800股 | -6,000股-68.18% | 减仓 |
 自由港麦克莫兰FCX |
| 0.39% | 0.63% | $42.8万 | 6,800股 | $56.4万 | 9,600股 | -2,800股-29.17% | 减仓 |
| VVENTURE GLOBAL INC CLASS AVG |
| 0.27% | 0.19% | $29.8万 | 2.7万股 | $17.0万 | 1.1万股 | +1.6万股+148.15% | 加仓 |
| CCOEUR MNGCDE |
| 0.25% | 0.57% | $27.4万 | 1.7万股 | $51.8万 | 2.8万股 | -1.1万股-39.12% | 减仓 |
| SSUNRUNRUN |
| 0.25% | — | $26.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 TECHNIPFMC COMFTI |
| 0.2% | — | $21.8万 | 3,288股 | $0 | 0股 | +3,288股 | 新买入 |
 URANIUM ENERGY COMUEC |
| 0.17% | 0.24% | $17.9万 | 1.7万股 | $21.3万 | 1.6万股 | +1,000股+6.33% | 加仓 |
| HHECLA MININGHL |
| 0.15% | — | $16.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
