| SSKEENA RES NEWSKE |
| 33.68% | 37.76% | $7,390.5万 | 277.6万股 | $8,263.5万 | 277.6万股 | 00.00% | 持仓不变 |
 SOLARIS RESSLSR |
| 10.31% | 10.58% | $2,262.6万 | 270.0万股 | $2,316.6万 | 270.0万股 | 00.00% | 持仓不变 |
| DDAKOTA GOLDDC |
| 8.12% | 9.65% | $1,781.4万 | 418.2万股 | $2,111.8万 | 418.2万股 | 00.00% | 持仓不变 |
| VVERSAMET ROYALTIES CORPVMET |
| 5.76% | — | $1,263.8万 | 102.7万股 | $0 | 0股 | +102.7万股 | 新买入 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 4.59% | 4.71% | $1,006.4万 | 13.6万股 | $1,031.0万 | 12.7万股 | +8,554股+6.72% | 加仓 |
 卡梅科CCJ |
| 3.63% | 1.56% | $797.1万 | 7.8万股 | $340.8万 | 3.1万股 | +4.7万股+149.38% | 加仓 |
| CCENTERRA GOLDCGAU |
| 3.56% | — | $780.7万 | 49.3万股 | $0 | 0股 | +49.3万股 | 新买入 |
 TECK RESOURCESTECK |
| 3.05% | — | $669.2万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| SSILVERCORP METALSSVM |
| 2.57% | 3.25% | $564.1万 | 55.8万股 | $711.6万 | 66.2万股 | -10.4万股-15.76% | 减仓 |
| PPRECISION DRILLINGPDS |
| 2.19% | — | $480.6万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 FLUORFLR |
| 2.18% | — | $478.5万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| MMETHANEXMEOH |
| 2.03% | 2.51% | $445.5万 | 9.7万股 | $548.6万 | 9.2万股 | +4,441股+4.82% | 加仓 |
 CF INDSCF |
| 2.01% | — | $440.6万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| EELDORADO GOLD NEWEGO |
| 2% | — | $438.7万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
| DDENISON MINESDNN |
| 1.96% | — | $429.0万 | 140.0万股 | $0 | 0股 | +140.0万股 | 新买入 |
| OOCEANAGOLD CORP COM NEWOGC |
| 1.9% | — | $417.1万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
 自由港麦克莫兰FCX |
| 1.86% | 1.74% | $407.3万 | 6.5万股 | $381.4万 | 6.5万股 | -128股-0.20% | 减仓 |
| HHUDBAY MINERALSHBM |
| 1.84% | — | $403.2万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 CENTURY ALUMCENX |
| 1.76% | 1.85% | $385.4万 | 8.4万股 | $404.0万 | 6.9万股 | +1.5万股+21.69% | 加仓 |
| LLITHIUM ARGENTINALAR |
| 1.5% | 0.68% | $328.1万 | 39.7万股 | $147.8万 | 22.1万股 | +17.5万股+79.26% | 加仓 |
 美盛MOS |
| 0.94% | — | $207.3万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 FRANCO NEVFNV |
| 0.89% | 1.68% | $195.5万 | 9,377股 | $367.1万 | 1.5万股 | -5,456股-36.78% | 减仓 |
 钢铁动力STLD |
| 0.89% | 2.17% | $194.7万 | 8,485股 | $474.3万 | 2.6万股 | -1.8万股-67.80% | 减仓 |
 NEXGEN ENERGYNXE |
| 0.8% | — | $176.3万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
