| VVANECK MERK GOLD TRUSTOUNZ |
| 4.79% | 5.16% | $534.0万 | 13.8万股 | $591.4万 | 13.1万股 | +7,104股+5.41% | 加仓 |
| R力拓BBP |
| 3.9% | 3.75% | $435.2万 | 4.6万股 | $429.7万 | 4.6万股 | -222股-0.48% | 减仓 |
 Phillips 66PSX |
| 3.67% | 3.87% | $409.2万 | 2.4万股 | $443.0万 | 2.4万股 | -108股-0.44% | 减仓 |
 渤健BIIB |
| 3.42% | 2.83% | $381.5万 | 1.8万股 | $324.8万 | 1.8万股 | -58股-0.33% | 减仓 |
| Q高通QCOM |
| 3.42% | 2.33% | $380.8万 | 2.1万股 | $266.6万 | 2.1万股 | -95股-0.46% | 减仓 |
 HALLIBURTON COMHAL |
| 3.39% | 3.85% | $377.8万 | 11.1万股 | $440.7万 | 11.3万股 | -1,762股-1.56% | 减仓 |
 辉瑞PFE |
| 3.39% | 3.85% | $377.5万 | 15.7万股 | $441.5万 | 15.7万股 | -470股-0.30% | 减仓 |
 ALTRIAMO |
| 3.38% | 3.03% | $376.5万 | 5.2万股 | $347.1万 | 5.3万股 | -274股-0.52% | 减仓 |
 EXPAND ENERGYEXE |
| 3.2% | 3.14% | $356.5万 | 3.9万股 | $360.2万 | 3.3万股 | +6,286股+19.16% | 加仓 |
 谷歌AGOOGL |
| 3.2% | 2.57% | $356.5万 | 9,976股 | $294.8万 | 1.0万股 | -277股-2.70% | 减仓 |
 雪佛龙CVX |
| 3.15% | 3.84% | $351.7万 | 2.1万股 | $440.6万 | 2.1万股 | -77股-0.36% | 减仓 |
 安桥ENB |
| 3.11% | 3.03% | $346.5万 | 6.4万股 | $347.5万 | 6.4万股 | -266股-0.41% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 2.96% | 3.19% | $330.5万 | 2.6万股 | $366.0万 | 2.6万股 | -103股-0.39% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 2.95% | 2.59% | $328.5万 | 9.7万股 | $296.6万 | 9.8万股 | -1,529股-1.55% | 减仓 |
 康菲石油COP |
| 2.92% | 3.62% | $325.5万 | 3.1万股 | $414.7万 | 3.1万股 | -104股-0.33% | 减仓 |
 卡梅科CCJ |
| 2.88% | 2.97% | $321.2万 | 3.2万股 | $340.9万 | 3.1万股 | +143股+0.46% | 加仓 |
| MMASTECMTZ |
| 2.84% | 2.14% | $316.2万 | 7,601股 | $245.5万 | 7,631股 | -30股-0.39% | 减仓 |
 波音BA |
| 2.83% | 2.21% | $315.2万 | 1.5万股 | $253.3万 | 1.3万股 | +1,836股+14.43% | 加仓 |
 苹果AAPL |
| 2.79% | 2.39% | $311.3万 | 1.1万股 | $274.3万 | 1.1万股 | -49股-0.45% | 减仓 |
 美光科技MU |
| 2.48% | 1.79% | $276.5万 | 2,395股 | $204.8万 | 6,061股 | -3,666股-60.49% | 减仓 |
 美敦力MDT |
| 2.45% | 2.64% | $272.7万 | 3.5万股 | $302.2万 | 3.5万股 | -20股-0.06% | 减仓 |
 PAN AMERN SILVERPAAS |
| 2.36% | 2.78% | $262.9万 | 5.9万股 | $318.5万 | 5.8万股 | +397股+0.68% | 加仓 |
| VVIKING THERAPEUTICSVKTX |
| 2.28% | 1.86% | $254.3万 | 6.5万股 | $212.9万 | 6.5万股 | -242股-0.37% | 减仓 |
| VVanEck ETF信托GDX |
| 2.25% | 2.63% | $250.8万 | 3.3万股 | $301.4万 | 3.3万股 | +392股+1.19% | 加仓 |
 威廉姆斯WMB |
| 2.2% | 2.12% | $245.8万 | 3.3万股 | $242.7万 | 3.3万股 | -282股-0.85% | 减仓 |
 思科CSCO |
| 2.11% | 3.33% | $235.4万 | 2.0万股 | $382.0万 | 4.9万股 | -2.9万股-59.31% | 减仓 |
| AAMBEVABEV |
| 1.97% | 1.79% | $219.3万 | 69.8万股 | $205.1万 | 70.3万股 | -4,211股-0.60% | 减仓 |
 Bloom EnergyBE |
| 1.83% | 1.69% | $204.4万 | 6,754股 | $194.2万 | 1.4万股 | -7,580股-52.88% | 减仓 |
| SSPROTT FDS TRURNM |
| 1.8% | 2.1% | $200.8万 | 3.8万股 | $241.2万 | 3.8万股 | -20股-0.05% | 减仓 |
 NUTRIENNTR |
| 1.8% | 2.11% | $200.6万 | 3.2万股 | $241.6万 | 3.2万股 | -145股-0.45% | 减仓 |
 BWX科技BWXT |
| 1.59% | 1.63% | $177.0万 | 9,091股 | $186.6万 | 9,126股 | -35股-0.38% | 减仓 |
 L3哈里斯LHX |
| 1.44% | 1.67% | $160.6万 | 5,528股 | $191.7万 | 5,553股 | -25股-0.45% | 减仓 |
| SSPDR道富系列信托XOP |
| 1.43% | 1.64% | $159.0万 | 1.0万股 | $188.2万 | 1.0万股 | -42股-0.41% | 减仓 |
 MP MATERIALSMP |
| 1.18% | 1% | $132.0万 | 2.4万股 | $114.9万 | 2.4万股 | -249股-1.05% | 减仓 |
 百时美施贵宝BMY |
| 1.12% | 1.16% | $124.4万 | 2.2万股 | $132.8万 | 2.2万股 | -309股-1.41% | 减仓 |
| HHECLA MININGHL |
| 1.01% | 0.48% | $113.1万 | 7.3万股 | $55.4万 | 3.0万股 | +4.4万股+146.62% | 加仓 |
| RREALLOYSALOY |
| 0.99% | — | $110.1万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 ONDASONDS |
| 0.89% | 0.69% | $99.5万 | 12.1万股 | $79.2万 | 8.8万股 | +3.3万股+37.84% | 加仓 |
 CENTRUS ENERGY CL ALEU |
| 0.68% | 0.69% | $76.3万 | 4,548股 | $79.6万 | 4,587股 | -39股-0.85% | 减仓 |
| SSPROTT JUNIOR GOLD MINERS ETFSGDJ |
| 0.61% | 0.68% | $68.0万 | 9,022股 | $77.7万 | 9,022股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.58% | 0.58% | $65.1万 | 7,537股 | $66.3万 | 7,649股 | -112股-1.46% | 减仓 |
 VanEck ETF信托GDXJ |
| 0.45% | 0.55% | $49.7万 | 5,057股 | $62.7万 | 5,224股 | -167股-3.20% | 减仓 |
| AABSCI CORPORATION COMABSI |
| 0.42% | 0.11% | $46.8万 | 4.0万股 | $12.1万 | 4.0万股 | 00.00% | 持仓不变 |
| BBAYTEX ENERGYBTE |
| 0.36% | 0.39% | $39.8万 | 10.0万股 | $44.5万 | 10.0万股 | 00.00% | 持仓不变 |
| AASP ISOTOPESASPI |
| 0.35% | 0.19% | $38.7万 | 6.2万股 | $22.1万 | 5.0万股 | +1.2万股+24.29% | 加仓 |
 ROKU COM CL AROKU |
| 0.15% | 0.1% | $16.3万 | 1,177股 | $11.1万 | 1,177股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.11% | 0.1% | $11.9万 | 1,241股 | $12.0万 | 1,241股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.1% | 0.11% | $11.1万 | 217股 | $13.1万 | 217股 | 00.00% | 持仓不变 |
| SSPROTT ETF TRUST GOLD MINERS ETFSGDJ |
| 0.08% | 0.1% | $9.2万 | 1,458股 | $11.0万 | 1,458股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.06% | 0.08% | $7.1万 | 1,000股 | $9.6万 | 1,000股 | 00.00% | 持仓不变 |
