 PURE CYCLE CORP COM NEWPCYO |
| 24.19% | 33.63% | $4,162.0万 | 394.9万股 | $4,746.4万 | 394.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 9.63% | 10.38% | $1,656.2万 | 22.5万股 | $1,464.8万 | 17.8万股 | +4.7万股+26.40% | 加仓 |
| V先锋领航指数基金VOO |
| 9.61% | 12.2% | $1,653.7万 | 5.9万股 | $1,722.1万 | 4.8万股 | +1.2万股+24.21% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 8.86% | 9.45% | $1,524.2万 | 9.0万股 | $1,334.3万 | 6.5万股 | +2.5万股+38.46% | 加仓 |
| NNOODLES & COMPANY COM CLASS ANDLS |
| 7.85% | 5.5% | $1,350.0万 | 287.2万股 | $776.9万 | 129.8万股 | +157.4万股+121.23% | 加仓 |
 特斯拉TSLA |
| 5.68% | 2.21% | $976.5万 | 1.5万股 | $312.5万 | 2,900股 | +1.2万股+400.00% | 加仓 |
| VVanEck ETF信托GDX |
| 4.93% | — | $848.8万 | 31.0万股 | $0 | 0股 | +31.0万股 | 新买入 |
| IiShares安硕信托TLT |
| 4.1% | — | $705.3万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| AALASKA AIRALK |
| 4.06% | — | $698.9万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
| SSKECHERS U S A INC CL A |
| 3.24% | 3.56% | $556.6万 | 15.6万股 | $502.9万 | 12.3万股 | +3.3万股+26.81% | 加仓 |
 达美航空DAL |
| 2.85% | — | $489.6万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| CCLARUS CORP NEW COMCLAR |
| 2.43% | 5.31% | $418.7万 | 22.0万股 | $749.4万 | 32.9万股 | -10.8万股-32.98% | 减仓 |
 UNITED AIRLS COMUAL |
| 2.41% | — | $414.4万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 CROCSCROX |
| 2.38% | — | $410.2万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| KKOHLS COMKSS |
| 2% | — | $344.4万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.75% | 7.36% | $301.8万 | 8,000股 | $1,038.8万 | 2.3万股 | -1.5万股-65.22% | 减仓 |
 WAYFAIRW |
| 1.49% | — | $257.0万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| WWINGSTOPWING |
| 1.11% | — | $190.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| PPROSHARES SHORT BITCOIN ETFBITI |
| 0.9% | — | $154.9万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 TRIMBLE COMTRMB |
| 0.3% | — | $52.4万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
| SSMART SANDSND |
| 0.22% | — | $38.0万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
