| AAPPLOVINAPP |
| 37.18% | 30.97% | $1.60亿 | 122.4万股 | $1.23亿 | 147.5万股 | -25.1万股-17.02% | 减仓 |
| DDeckersSGVT |
| 11.28% | 11.7% | $4,845.7万 | 30.4万股 | $4,636.5万 | 4.8万股 | +25.6万股+534.45% | 加仓 |
| NNEW ORIENTAL EDUCATIONEDU |
| 9% | 8.49% | $3,867.6万 | 51.0万股 | $3,365.5万 | 43.3万股 | +7.7万股+17.78% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 8.52% | 9.67% | $3,661.5万 | 21.9万股 | $3,833.5万 | 20.9万股 | +1.0万股+4.78% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 8.22% | 9.43% | $3,532.0万 | 26.2万股 | $3,735.9万 | 28.1万股 | -1.9万股-6.76% | 减仓 |
 VanEck ETF信托GDXJ |
| 6.78% | 6.22% | $2,914.0万 | 59.7万股 | $2,464.0万 | 58.5万股 | +1.2万股+2.05% | 加仓 |
| VVanEck ETF信托GDX |
| 6.62% | 5.48% | $2,844.3万 | 71.4万股 | $2,171.5万 | 64.0万股 | +7.4万股+11.61% | 加仓 |
| AACM RESHACMR |
| 5.51% | 3.86% | $2,369.4万 | 116.7万股 | $1,529.3万 | 66.3万股 | +50.4万股+76.00% | 加仓 |
 森科能源SU |
| 2.91% | 3.26% | $1,251.6万 | 33.9万股 | $1,291.6万 | 33.9万股 | 00.00% | 持仓不变 |
| CCENOVUS ENERGY COMCVE |
| 2.86% | 3.65% | $1,229.7万 | 73.5万股 | $1,445.0万 | 73.5万股 | 00.00% | 持仓不变 |
| WWOLFSPEEDWOLF* |
| 1.09% | 3.93% | $470.5万 | 48.5万股 | $1,559.1万 | 68.5万股 | -20.0万股-29.20% | 减仓 |
 特斯拉TSLA |
| 0.02% | — | $7.6万 | 200股 | $0 | 0股 | +200股 | 新买入 |
