 美盛MOS |
| 13.74% | — | $1,335.0万 | 63.0万股 | $0 | 0股 | +63.0万股 | 新买入 |
| SSPROTT FDS TRURNM |
| 11.88% | 1.79% | $1,154.2万 | 21.9万股 | $438.7万 | 6.9万股 | +15.0万股+215.92% | 加仓 |
| GGlobal X·URANIUM ETFURA |
| 11.69% | — | $1,136.2万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 埃克森美孚XOM |
| 8.72% | 26.84% | $847.7万 | 6.2万股 | $6,565.8万 | 38.7万股 | -32.5万股-83.98% | 减仓 |
| DDENISON MINESDNN |
| 8.5% | 1.52% | $826.2万 | 270.0万股 | $370.7万 | 105.0万股 | +165.0万股+157.14% | 加仓 |
 WEYERHAEUSERWY |
| 7.14% | 3% | $694.3万 | 29.0万股 | $732.9万 | 30.0万股 | -1.0万股-3.33% | 减仓 |
| UUR-ENERGY INC COMURG |
| 6.96% | 3.81% | $676.8万 | 497.7万股 | $932.1万 | 625.6万股 | -127.9万股-20.45% | 减仓 |
 WEST FRASER TIMBERWFG |
| 5.92% | — | $575.4万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| TTRANSOCEANRIG |
| 5.41% | 3.59% | $525.7万 | 107.5万股 | $878.4万 | 132.5万股 | -25.0万股-18.85% | 减仓 |
| CCENOVUS ENERGY COMCVE |
| 4.6% | 4.88% | $446.6万 | 18.0万股 | $1,193.9万 | 45.0万股 | -27.0万股-60.00% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 4.33% | 6.06% | $420.9万 | 4.8万股 | $1,481.3万 | 19.5万股 | -14.7万股-75.58% | 减仓 |
| TTIDEWATER NEWTDW |
| 3.09% | — | $299.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 西方石油OXY |
| 2.5% | — | $242.9万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| FFERMIFRMI |
| 2.36% | — | $229.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| UURANIUM RTY |
| 2.29% | — | $222.3万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
| SSOLV ENERGYMWH |
| 0.88% | — | $85.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
