| SSPDR黄金信托GLD |
| 84.85% | 67.93% | $1.18亿 | 32.2万股 | $1.40亿 | 32.5万股 | -3,342股-1.03% | 减仓 |
| NNORTHERN DYNASTY MINERALS LTNAK |
| 2.81% | 1.39% | $392.8万 | 204.6万股 | $286.4万 | 204.6万股 | 00.00% | 持仓不变 |
| YYORK SPACE SYSTEMS INC COMYSS |
| 1.95% | 1.19% | $272.4万 | 11.1万股 | $245.3万 | 11.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IHAK |
| 1.42% | 0.5% | $198.7万 | 3.3万股 | $102.8万 | 2.4万股 | +9,164股+38.90% | 加仓 |
 台积电TSM |
| 1.38% | 3.7% | $193.3万 | 4,047股 | $761.7万 | 2.3万股 | -1.8万股-82.04% | 减仓 |
| SSANDISK COMSNDK |
| 1.16% | — | $161.4万 | 710股 | $0 | 0股 | +710股 | 新买入 |
| HHUDBAY MINERALSHBM |
| 1.11% | — | $154.9万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| IiShares白银信托SLV |
| 1.06% | 0.92% | $148.1万 | 2.8万股 | $188.7万 | 2.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.8% | 3.87% | $112.0万 | 4,700股 | $797.3万 | 3.8万股 | -3.4万股-87.72% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.79% | 0.43% | $110.6万 | 2,211股 | $89.5万 | 1,867股 | +344股+18.43% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.76% | 0.52% | $106.7万 | 5,300股 | $106.9万 | 5,300股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 0.72% | — | $100.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.43% | 0.35% | $60.3万 | 1.5万股 | $71.6万 | 1.5万股 | 00.00% | 持仓不变 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.37% | — | $52.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IInvesco Capital Management LLC Water Resources EtfPHO |
| 0.37% | 0.24% | $51.1万 | 7,400股 | $49.5万 | 7,400股 | 00.00% | 持仓不变 |
