 纽蒙特NEM |
| 9.98% | 11.42% | $1.81亿 | 193.5万股 | $2.10亿 | 194.0万股 | -5,710股-0.29% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 9.17% | 7.69% | $1.66亿 | 140.3万股 | $1.41亿 | 127.0万股 | +13.4万股+10.52% | 加仓 |
| BBANK OF AMERBAC |
| 8.28% | 6.97% | $1.50亿 | 263.1万股 | $1.28亿 | 263.1万股 | 00.00% | 持仓不变 |
 ROYALTY PHARMARPRX |
| 7.58% | 6.84% | $1.37亿 | 244.8万股 | $1.26亿 | 262.4万股 | -17.7万股-6.73% | 减仓 |
 嘉信理财SCHW |
| 6.74% | 1.82% | $1.22亿 | 132.4万股 | $3,341.2万 | 35.6万股 | +96.8万股+272.27% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 6.25% | 6.67% | $1.13亿 | 265.4万股 | $1.23亿 | 254.5万股 | +10.9万股+4.26% | 加仓 |
 自由港麦克莫兰FCX |
| 6.02% | 7.78% | $1.09亿 | 173.3万股 | $1.43亿 | 243.5万股 | -70.2万股-28.82% | 减仓 |
 TECK RESOURCESTECK |
| 5.58% | 7.07% | $1.01亿 | 170.1万股 | $1.30亿 | 251.3万股 | -81.2万股-32.31% | 减仓 |
 永利度假村WYNN |
| 4.81% | 4.96% | $8,715.2万 | 89.8万股 | $9,115.6万 | 89.8万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 4.2% | 1.21% | $7,599.3万 | 79.0万股 | $2,219.6万 | 23.0万股 | +55.9万股+242.83% | 加仓 |
 联合太平洋铁路UNP |
| 4.1% | 3.6% | $7,435.1万 | 27.3万股 | $6,613.8万 | 27.3万股 | +751股+0.28% | 加仓 |
 WELLS FARGO NEWWFC |
| 3.79% | 2.87% | $6,870.7万 | 83.1万股 | $5,282.7万 | 66.4万股 | +16.8万股+25.29% | 加仓 |
 Truist金融TFC |
| 3.29% | 2.99% | $5,951.1万 | 119.5万股 | $5,491.2万 | 119.5万股 | 00.00% | 持仓不变 |
| SSHARONAISHAZ |
| 2.5% | 0.25% | $4,529.0万 | 53.5万股 | $460.1万 | 20.2万股 | +33.3万股+164.29% | 加仓 |
 VisaV |
| 1.74% | — | $3,156.4万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| HHUDBAY MINERALSHBM |
| 1.18% | 0.83% | $2,134.5万 | 90.4万股 | $1,523.3万 | 72.9万股 | +17.5万股+24.04% | 加仓 |
| GGOLD ROYALTY CORP COMMONGROY |
| 0.87% | 1.11% | $1,576.6万 | 571.2万股 | $2,045.0万 | 571.2万股 | 00.00% | 持仓不变 |
| BB2GOLDBTG |
| 0.82% | 0.79% | $1,478.5万 | 395.3万股 | $1,462.1万 | 322.8万股 | +72.5万股+22.48% | 加仓 |
 HCA医疗HCA |
| 0.69% | — | $1,252.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 美铝AA |
| 0.61% | 1.28% | $1,105.3万 | 21.2万股 | $2,363.5万 | 35.6万股 | -14.4万股-40.51% | 减仓 |
 TradewebTW |
| 0.6% | 0.68% | $1,088.3万 | 10.9万股 | $1,251.5万 | 10.6万股 | +2,841股+2.67% | 加仓 |
 卡梅科CCJ |
| 0.56% | 1.64% | $1,013.6万 | 10.0万股 | $3,010.7万 | 27.7万股 | -17.8万股-64.10% | 减仓 |
 金罗斯黄金KGC |
| 0.53% | 1.34% | $966.5万 | 40.9万股 | $2,457.0万 | 80.5万股 | -39.6万股-49.17% | 减仓 |
 雅保ALB |
| 0.53% | 0.46% | $956.2万 | 7.1万股 | $851.3万 | 4.7万股 | +2.3万股+49.34% | 加仓 |
 MP MATERIALSMP |
| 0.52% | 0.06% | $940.0万 | 16.8万股 | $114.9万 | 2.4万股 | +14.4万股+604.72% | 加仓 |
 SPROTT INC COM NEWSII |
| 0.5% | 0.64% | $898.1万 | 8.0万股 | $1,184.1万 | 8.3万股 | -2,928股-3.53% | 减仓 |
 优步UBER |
| 0.47% | 0.28% | $852.4万 | 11.8万股 | $508.8万 | 7.1万股 | +4.7万股+67.00% | 加仓 |
 NetEase, Inc. ADRNTES |
| 0.35% | — | $638.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| CCORE NATURAL RESOURCESCNR |
| 0.31% | — | $562.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| AAMTECH SYSASYS |
| 0.3% | — | $548.2万 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
 IRENIREN |
| 0.29% | 0.21% | $522.3万 | 11.4万股 | $391.5万 | 11.4万股 | 00.00% | 持仓不变 |
| VVNET GROUPVNET |
| 0.27% | 0.17% | $485.0万 | 60.3万股 | $309.5万 | 36.9万股 | +23.4万股+63.54% | 加仓 |
 FRANCO NEVFNV |
| 0.27% | 0.31% | $484.0万 | 2.3万股 | $573.6万 | 2.3万股 | 00.00% | 持仓不变 |
 DAVEDAVE |
| 0.25% | 0.03% | $461.3万 | 1.2万股 | $51.9万 | 2,981股 | +9,400股+315.33% | 加仓 |
| LLITHIUM ARGENTINALAR |
| 0.23% | — | $408.4万 | 49.4万股 | $0 | 0股 | +49.4万股 | 新买入 |
 南方铜业SCCO |
| 0.2% | 0.59% | $364.3万 | 2.1万股 | $1,083.8万 | 6.3万股 | -4.2万股-66.81% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.2% | 0.96% | $354.7万 | 2.3万股 | $1,769.5万 | 8.7万股 | -6.4万股-73.77% | 减仓 |
 PEABODY ENGRBTU |
| 0.19% | 0.28% | $352.8万 | 15.3万股 | $518.5万 | 15.7万股 | -4,774股-3.03% | 减仓 |
| RRARE EARTHS AMERICAS INCREA |
| 0.19% | — | $351.5万 | 23.0万股 | $0 | 0股 | +23.0万股 | 新买入 |
 Meta平台META |
| 0.19% | 0.18% | $336.1万 | 5,966股 | $332.3万 | 5,808股 | +158股+2.72% | 加仓 |
 VIPER ENERGYVNOM |
| 0.18% | 0.19% | $318.6万 | 7.5万股 | $353.0万 | 7.5万股 | 00.00% | 持仓不变 |
| SSEZZLESEZL |
| 0.17% | 0.01% | $305.2万 | 1.8万股 | $25.1万 | 3,967股 | +1.4万股+348.20% | 加仓 |
| NNANO NUCLEAR ENERGYNNE |
| 0.17% | 1.09% | $300.3万 | 14.2万股 | $2,003.4万 | 97.8万股 | -83.6万股-85.48% | 减仓 |
| EEQUINOX GOLDEQX |
| 0.16% | 0.5% | $290.5万 | 29.9万股 | $916.0万 | 63.3万股 | -33.5万股-52.81% | 减仓 |
| DDENISON MINESDNN |
| 0.16% | 0.4% | $289.4万 | 94.6万股 | $736.2万 | 208.5万股 | -114.0万股-54.65% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.16% | 0.19% | $282.4万 | 2.3万股 | $343.2万 | 2.3万股 | 00.00% | 持仓不变 |
 CENTURY ALUMCENX |
| 0.15% | — | $263.8万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| BBACKBLAZEBLZE |
| 0.14% | — | $258.6万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
 纽柯钢铁NUE |
| 0.13% | 1.12% | $234.5万 | 1.1万股 | $2,062.1万 | 12.2万股 | -11.1万股-91.37% | 减仓 |
| WWARRIOR MET COALHCC |
| 0.13% | 0.04% | $232.5万 | 2.9万股 | $82.5万 | 8,857股 | +2.0万股+223.48% | 加仓 |
