| GGlobal X·COPPER MINERS ETFCOPX |
| 4.73% | 4.77% | $2,184.7万 | 28.4万股 | $2,190.5万 | 28.7万股 | -3,065股-1.07% | 减仓 |
| VVanEck ETF信托GDX |
| 3.61% | 4.42% | $1,666.7万 | 22.1万股 | $2,027.2万 | 22.1万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 3.57% | 4.25% | $1,647.9万 | 21.8万股 | $1,949.0万 | 22.1万股 | -2,847股-1.29% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 3.42% | 4.01% | $1,581.4万 | 39.5万股 | $1,839.5万 | 39.4万股 | +1,367股+0.35% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 3.27% | 3.58% | $1,512.2万 | 3.5万股 | $1,642.2万 | 3.5万股 | -51股-0.15% | 减仓 |
 VanEck ETF信托GDXJ |
| 3.08% | 3.79% | $1,424.0万 | 14.5万股 | $1,739.8万 | 14.5万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 2.95% | 3.39% | $1,360.6万 | 25.6万股 | $1,554.1万 | 25.4万股 | +2,487股+0.98% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 2.73% | 3.08% | $1,262.3万 | 48.7万股 | $1,414.7万 | 46.8万股 | +1.9万股+3.95% | 加仓 |
| KKRANESHARES TRUSTKCCA |
| 2.46% | 2.07% | $1,134.5万 | 66.7万股 | $950.0万 | 64.1万股 | +2.6万股+4.07% | 加仓 |
 SPROTT PHYSICAL PLATINUMPAL ETVSPPP |
| 2.39% | 2.95% | $1,102.7万 | 88.6万股 | $1,355.5万 | 87.3万股 | +1.3万股+1.48% | 加仓 |
| IiShares安硕RING |
| 2.35% | 2.6% | $1,083.7万 | 35.1万股 | $1,193.8万 | 33.7万股 | +1.5万股+4.41% | 加仓 |
| CCHICAGO ATLANTIC REAL ESTATE F COMREFI |
| 2.28% | 2.37% | $1,053.0万 | 98.2万股 | $1,086.5万 | 96.0万股 | +2.2万股+2.34% | 加仓 |
 英伟达NVDA |
| 2.06% | 1.8% | $950.6万 | 4.8万股 | $824.3万 | 4.7万股 | +242股+0.51% | 加仓 |
| BBITWISE SOLANA STAKING ETFBSOL |
| 1.94% | 0.17% | $894.7万 | 89.4万股 | $75.9万 | 6.9万股 | +82.5万股+1,200.65% | 加仓 |
 Camden地产CPT |
| 1.94% | 1.53% | $894.2万 | 7.8万股 | $700.2万 | 7.2万股 | +6,409股+8.94% | 加仓 |
| SSPROTT FDS TRURNM |
| 1.75% | 2.1% | $807.0万 | 15.3万股 | $963.6万 | 15.3万股 | +857股+0.56% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 1.7% | 1.64% | $787.5万 | 24.7万股 | $753.8万 | 20.5万股 | +4.2万股+20.69% | 加仓 |
 Mid-America公寓MAA |
| 1.61% | 1.48% | $745.6万 | 5.4万股 | $678.7万 | 5.6万股 | -1,913股-3.44% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.47% | 1.17% | $677.2万 | 5.3万股 | $538.0万 | 4.8万股 | +4,487股+9.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.34% | 1.31% | $617.6万 | 1.2万股 | $601.1万 | 1.3万股 | -201股-1.60% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 1.26% | 1.28% | $583.7万 | 3.3万股 | $587.9万 | 3.3万股 | -119股-0.36% | 减仓 |
 苹果AAPL |
| 1.23% | 1.05% | $569.4万 | 2.0万股 | $481.7万 | 1.9万股 | +696股+3.67% | 加仓 |
| MMUELLER INDSMLI |
| 1.13% | 1.04% | $520.2万 | 4.2万股 | $478.9万 | 4.3万股 | -907股-2.10% | 减仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 1.1% | 1.28% | $506.6万 | 11.1万股 | $587.2万 | 11.1万股 | 00.00% | 持仓不变 |
| PProShares信托BITO |
| 1.08% | 1.27% | $500.3万 | 62.7万股 | $581.5万 | 62.5万股 | +2,347股+0.38% | 加仓 |
 EQTEQT |
| 1.05% | 1.26% | $484.7万 | 9.1万股 | $578.9万 | 9.1万股 | +204股+0.22% | 加仓 |
 RANGE RESRRC |
| 1.03% | 1.24% | $473.7万 | 12.7万股 | $567.5万 | 12.6万股 | +1,774股+1.41% | 加仓 |
 ANTERO RESOURCESAR |
| 1% | 1.2% | $463.4万 | 13.2万股 | $550.9万 | 13.0万股 | +2,065股+1.59% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.97% | 0.74% | $450.2万 | 6,028股 | $337.8万 | 5,194股 | +834股+16.06% | 加仓 |
 埃克森美孚XOM |
| 0.92% | 1.14% | $423.0万 | 3.1万股 | $525.2万 | 3.1万股 | -15股-0.05% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.91% | 1.2% | $420.7万 | 22.3万股 | $551.9万 | 22.6万股 | -3,306股-1.46% | 减仓 |
 AMD超威AMD |
| 0.65% | 0.23% | $299.6万 | 5,158股 | $106.0万 | 5,209股 | -51股-0.98% | 减仓 |
 微软MSFT |
| 0.64% | 0.66% | $295.4万 | 7,920股 | $302.2万 | 8,164股 | -244股-2.99% | 减仓 |
 帕兰提尔PLTR |
| 0.64% | 0.68% | $294.0万 | 2.5万股 | $310.1万 | 2.1万股 | +4,005股+18.90% | 加仓 |
 雪佛龙CVX |
| 0.62% | 0.78% | $287.8万 | 1.7万股 | $357.5万 | 1.7万股 | +83股+0.48% | 加仓 |
 谷歌AGOOGL |
| 0.6% | 0.5% | $277.7万 | 7,770股 | $228.8万 | 7,955股 | -185股-2.33% | 减仓 |
| DDENISON MINESDNN |
| 0.59% | 0.7% | $272.6万 | 89.1万股 | $320.9万 | 90.9万股 | -1.8万股-2.02% | 减仓 |
 应用材料AMAT |
| 0.53% | 0.25% | $245.2万 | 3,391股 | $115.6万 | 3,381股 | +10股+0.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.43% | $241.9万 | 6,846股 | $195.5万 | 6,814股 | +32股+0.47% | 加仓 |
 惠顿贵金属WPM |
| 0.52% | 0.61% | $241.4万 | 2.1万股 | $281.5万 | 2.1万股 | 00.00% | 持仓不变 |
 NEXGEN ENERGYNXE |
| 0.52% | 0.66% | $241.2万 | 25.7万股 | $302.4万 | 26.1万股 | -3,828股-1.47% | 减仓 |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.52% | 0.73% | $240.7万 | 16.0万股 | $337.3万 | 17.0万股 | -9,690股-5.70% | 减仓 |
| IiShares白银信托SLV |
| 0.49% | 0.6% | $226.3万 | 4.2万股 | $273.3万 | 4.0万股 | +2,213股+5.52% | 加仓 |
 美国运通AXP |
| 0.49% | 0.4% | $224.7万 | 6,644股 | $185.1万 | 6,121股 | +523股+8.54% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.46% | 0.59% | $212.0万 | 3.8万股 | $271.1万 | 3.8万股 | -136股-0.36% | 减仓 |
 摩根大通JPM |
| 0.44% | 0.4% | $204.8万 | 6,258股 | $183.0万 | 6,220股 | +38股+0.61% | 加仓 |
 好市多COST |
| 0.42% | 0.45% | $194.5万 | 2,079股 | $207.8万 | 2,086股 | -7股-0.34% | 减仓 |
 美光科技MU |
| 0.39% | 0.12% | $178.2万 | 1,544股 | $56.1万 | 1,659股 | -115股-6.93% | 减仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.38% | — | $177.1万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 亚马逊AMZN |
| 0.38% | 0.3% | $177.0万 | 7,426股 | $139.8万 | 6,711股 | +715股+10.65% | 加仓 |
