| AAMERICAN AIRLINESAAL |
| 10.43% | 8.06% | $1.08亿 | 600.1万股 | $6,911.2万 | 643.5万股 | -43.4万股-6.74% | 减仓 |
 UNITED AIRLS COMUAL |
| 10.21% | 8.42% | $1.06亿 | 78.1万股 | $7,223.8万 | 78.5万股 | -3,875股-0.49% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 9.82% | 7.31% | $1.02亿 | 198.6万股 | $6,268.0万 | 166.8万股 | +31.7万股+19.02% | 加仓 |
 达美航空DAL |
| 9.68% | 9.08% | $1.01亿 | 107.5万股 | $7,789.8万 | 117.2万股 | -9.7万股-8.26% | 减仓 |
| AALLEGIANT TRAVELALGT |
| 3.93% | 2.83% | $4,083.6万 | 34.7万股 | $2,424.9万 | 29.9万股 | +4.8万股+16.05% | 加仓 |
| FFRONTIERULCC |
| 3.74% | 2.79% | $3,887.5万 | 491.5万股 | $2,393.8万 | 678.1万股 | -186.7万股-27.53% | 减仓 |
| JJETBLUE AIRWAYSJBLU |
| 3.3% | 2.86% | $3,435.8万 | 599.6万股 | $2,449.8万 | 554.3万股 | +45.4万股+8.19% | 加仓 |
| AALASKA AIRALK |
| 3.21% | 2.56% | $3,339.3万 | 64.0万股 | $2,194.2万 | 59.7万股 | +4.3万股+7.23% | 加仓 |
 SKYWESTSKYW |
| 3.18% | 2.76% | $3,308.6万 | 33.3万股 | $2,365.5万 | 25.8万股 | +7.5万股+29.31% | 加仓 |
| AAYA GOLD & SILVER INCAYA |
| 2.05% | — | $2,126.2万 | 112.5万股 | $0 | 0股 | +112.5万股 | 新买入 |
| SSABRE CORP COMSABR |
| 1.99% | 1.27% | $2,066.2万 | 988.6万股 | $1,092.6万 | 753.5万股 | +235.1万股+31.20% | 加仓 |
| TTRIPADVISORTRIP |
| 1.84% | 1.71% | $1,911.1万 | 139.4万股 | $1,463.6万 | 137.3万股 | +2.1万股+1.53% | 加仓 |
 ExpediaEXPE |
| 1.82% | 1.51% | $1,892.0万 | 7.4万股 | $1,293.7万 | 5.6万股 | +1.8万股+31.97% | 加仓 |
 OR ROYALTIESOR |
| 1.77% | 2.37% | $1,836.8万 | 58.1万股 | $2,032.6万 | 53.5万股 | +4.6万股+8.62% | 加仓 |
 BOOKING COMBKNG |
| 1.74% | 1.48% | $1,810.0万 | 10.2万股 | $1,266.5万 | 3,008股 | +9.9万股+3,275.86% | 加仓 |
 FRANCO NEVFNV |
| 1.62% | 2.43% | $1,680.5万 | 8.1万股 | $2,085.3万 | 8.4万股 | -3,788股-4.49% | 减仓 |
 通用动力GD |
| 1.58% | 1.44% | $1,640.0万 | 4.6万股 | $1,238.9万 | 3.6万股 | +1.0万股+28.25% | 加仓 |
 德事隆TXT |
| 1.56% | 1.43% | $1,625.2万 | 17.7万股 | $1,225.4万 | 14.0万股 | +3.7万股+26.59% | 加仓 |
 波音BA |
| 1.56% | 1.45% | $1,621.5万 | 7.5万股 | $1,245.8万 | 6.3万股 | +1.2万股+19.68% | 加仓 |
 惠顿贵金属WPM |
| 1.51% | 0.44% | $1,566.0万 | 13.9万股 | $380.8万 | 2.9万股 | +11.0万股+379.72% | 加仓 |
| IIAMGOLDIAG |
| 1.34% | 2.13% | $1,391.5万 | 87.8万股 | $1,828.5万 | 97.2万股 | -9.3万股-9.58% | 减仓 |
 AMERICAS GOLD AND SILVER CORUSAS |
| 1.19% | 1.1% | $1,239.4万 | 262.5万股 | $940.3万 | 180.0万股 | +82.5万股+45.83% | 加仓 |
| LLATAM AIRLINESLTM |
| 0.9% | 0.78% | $939.3万 | 16.1万股 | $673.1万 | 13.6万股 | +2.5万股+18.41% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.87% | 0.7% | $904.9万 | 14.0万股 | $602.3万 | 10.4万股 | +3.6万股+34.12% | 加仓 |
| EENDEAVOUR SILVER COMEXK |
| 0.83% | 0.32% | $864.2万 | 104.3万股 | $275.7万 | 29.5万股 | +74.8万股+253.39% | 加仓 |
 PAN AMERN SILVERPAAS |
| 0.76% | 0.47% | $790.8万 | 17.7万股 | $401.8万 | 7.4万股 | +10.3万股+140.03% | 加仓 |
 VOX ROYALTYVOXR |
| 0.76% | 1.02% | $786.1万 | 166.2万股 | $870.9万 | 166.2万股 | 00.00% | 持仓不变 |
| CCOEUR MNGCDE |
| 0.69% | 1.82% | $716.9万 | 43.9万股 | $1,557.6万 | 83.0万股 | -39.1万股-47.06% | 减仓 |
 TRIP COMTCOM |
| 0.67% | 0.72% | $698.3万 | 17.5万股 | $614.1万 | 12.3万股 | +5.2万股+42.10% | 加仓 |
| HHARMONY GOLD MNGHMY |
| 0.63% | 0.71% | $652.0万 | 42.9万股 | $611.6万 | 39.8万股 | +3.1万股+7.71% | 加仓 |
| FFORTUNA MNGFSM |
| 0.6% | 0.44% | $628.3万 | 74.4万股 | $381.0万 | 38.4万股 | +36.0万股+93.82% | 加仓 |
| B巴里克黄金GOLD |
| 0.6% | 0.68% | $624.4万 | 17.0万股 | $582.7万 | 14.3万股 | +2.7万股+18.99% | 加仓 |
| AARIS MNGARIS |
| 0.57% | 0.74% | $595.3万 | 40.0万股 | $631.9万 | 34.0万股 | +6.0万股+17.65% | 加仓 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.51% | 0.61% | $529.6万 | 9.9万股 | $524.7万 | 14.1万股 | -4.1万股-29.37% | 减仓 |
 TRIPLE FLAG PRECIOUS METALTFPM |
| 0.5% | 0.24% | $515.5万 | 17.2万股 | $208.3万 | 6.0万股 | +11.2万股+186.67% | 加仓 |
| CCENTERRA GOLDCGAU |
| 0.46% | 0.91% | $474.7万 | 30.0万股 | $780.2万 | 43.8万股 | -13.8万股-31.58% | 减仓 |
 GRUPO AEROPORTUARIO DEL CENTOMAB |
| 0.46% | 0.4% | $473.4万 | 4.2万股 | $345.9万 | 3.0万股 | +1.2万股+38.83% | 加仓 |
| EEMBRAER S.AFGM |
| 0.45% | 0.78% | $472.0万 | 7.4万股 | $670.7万 | 11.3万股 | -3.9万股-34.55% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.45% | 1.4% | $465.4万 | 3.0万股 | $1,200.3万 | 5.9万股 | -2.9万股-49.27% | 减仓 |
 纽蒙特NEM |
| 0.45% | 0.46% | $464.6万 | 5.0万股 | $398.7万 | 3.7万股 | +1.3万股+35.05% | 加仓 |
| CCOPACPA |
| 0.45% | 0.38% | $464.1万 | 3.0万股 | $323.9万 | 2.9万股 | +1,326股+4.65% | 加仓 |
| GGRUPO AEROPORTUARIO DEL SUREASR |
| 0.43% | 0.39% | $448.5万 | 1.5万股 | $335.7万 | 9,988股 | +4,636股+46.42% | 加仓 |
| MMETALLA RTY & STREAMINGMTA |
| 0.41% | 0.45% | $425.0万 | 55.9万股 | $383.5万 | 57.9万股 | -2.0万股-3.46% | 减仓 |
 AVINO SILVER & GOLD MINES LTASM |
| 0.37% | 0.07% | $386.0万 | 61.0万股 | $63.2万 | 10.0万股 | +51.0万股+510.00% | 加仓 |
 VIZSLA SILVERVZLA |
| 0.33% | 0.41% | $344.3万 | 105.0万股 | $348.3万 | 105.0万股 | 00.00% | 持仓不变 |
| AAURA MINERALSAUGO |
| 0.3% | 0.95% | $314.8万 | 5.0万股 | $816.0万 | 10.0万股 | -5.0万股-50.00% | 减仓 |
| SSSR MINING INSSRM |
| 0.3% | 0.38% | $311.1万 | 11.0万股 | $323.4万 | 11.0万股 | 00.00% | 持仓不变 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.29% | 1.04% | $303.4万 | 10.0万股 | $893.1万 | 20.1万股 | -10.1万股-50.25% | 减仓 |
 FERRARI COMRACE |
| 0.28% | 0.31% | $295.0万 | 7,925股 | $268.2万 | 7,925股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.26% | 0.31% | $271.3万 | 6,450股 | $263.9万 | 7,100股 | -650股-9.15% | 减仓 |
