| 股票代码 | 公司 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 |
|---|---|---|---|---|---|---|---|
| ETE | 能源转换 | 6,697,763 | 5,852,527 | 5,857,027 | 11,231,053 | 16,288,665 | 15,120,103 |
| MU | 美光科技 | 19,250,000 | 900,000 | 6,000,000 | 8,100,000 | 8,860,000 | 9,350,000 |
| T | 美国电话电报 | 9,077,200 | |||||
| PCG | 太平洋煤气电力 | 23,099,000 | 16,828,015 | 18,110,523 | 17,400,000 | 11,340,000 | 8,943,659 |
| TMUS | T-Mobile US | 899,548 | 700,000 | 700,000 | 700,000 | 770,000 | 5,900,000 |
| TWTR | Titter | 5,530,000 | 5,550,000 | ||||
| GT | GOODYEAR TIRE & RUBR CO | 3,368,000 | 5,000,000 | ||||
| BABA | 阿里巴巴 | 700,000 | 1,300,000 | 2,400,000 | 2,265,000 | 3,375,000 | |
| META | Meta | 2,000,000 | 1,850,000 | 2,825,000 | 2,825,000 | 2,413,000 | 2,233,000 |
| WFC | 富国银行 | 700,000 | 1,900,000 | ||||
| SYY | 西斯科 | 1,875,000 | |||||
| 872590112 | T-MOBILE US INC | 1,550,000 | |||||
| MO | 奥驰亚 | 1,550,000 | |||||
| EMR | 艾驮生电气 | 1,400,000 | |||||
| DIS | 迪土尼 | 1,200,000 | |||||
| VST | Vistra | 2,260,970 | 1,719,100 | 1,719,100 | 1,719,100 | 1,210,000 | 1,120,000 |
| AMLP | ALPS ETF TR | 1,118,000 | |||||
| TEN | TENNECO INC | 1,100,000 | |||||
| WES | WESTERN MIDSTREAM PARTNERS L | 395,101 | 1,075,428 | ||||
| HCA | HCA控股 | 285,000 | 1,050,000 | ||||
| BSX | 波士顿科学 | 115,000 | 950,000 | ||||
| PYPLV | PayPal | 870,000 | |||||
| V | 维萨卡 | 840,000 | |||||
| MA | 万事达 | 545,000 | |||||
| QCOM | 高通 | 557,000 | 515,500 | ||||
| CRM | Salesforce | 200,000 | 500,000 | 500,000 | 500,000 | 465,500 | 500,000 |
| ENBL | ENABLE MIDSTREAM PARTNERS LP | 463,670 | |||||
| SQ | Block | 403,793 | |||||
| GOOG | 谷歌C | 145,000 | 215,000 | 444,900 | 440,000 | 361,000 | 334,000 |
| MSFT | 微软 | 90,000 | 277,500 | ||||
| NFLX | 奈飞 | 255,000 | 230,000 | ||||
| AMZN | 亚马逊 | 165,000 | 185,000 | 265,000 | 291,500 | 250,000 | 225,000 |
| ADBE | Adobe | 100,000 | 112,000 | 205,000 | 240,000 | 223,000 | 206,500 |
| AVGO | 博通 | 275,102 | 275,000 | 233,000 | 200,000 | ||
| UNH | 联合健康 | 250,000 | 335,000 | 250,000 | 300,000 | 250,000 | 135,000 |
| HUM | 哈门那 | 95,391 | 75,000 | 75,000 | 59,000 | 14,000 | |
| TSLA | 特斯拉 | 42,000 | 7,000 | ||||
| BKLN | INVESCO EXCHANGE-TRADED FD T | 150,000 | |||||
| 78464A730 | SPDR SERIES TRUST | 200,000 | 1,300,000 | 1,100,000 | |||
| XLE | SELECT SECTOR SPDR TR | 100,000 | |||||
| AGN | 艾尔建医疗 | 3,133,864 | 1,295,000 | 1,295,000 | 1,295,000 | 695,000 | |
| BA | 波音 | 30,000 | |||||
| LNG | Cheniere Energy | 586,655 | 410,000 | 410,000 | 410,000 | ||
| 021346101 | ALTABA INC | 2,350,000 | 1,050,000 | 13,838,684 | |||
| CWEN.A | CLEARWAY ENERGY INC | 250,000 | 210,200 | 174,962 | 136,462 | ||
| 00162Q866 | ALPS ETF TR | 7,500,000 | 6,550,000 | 6,550,000 | 6,550,000 | 6,040,000 | |
| AVGOP | BROADCOM INC | 2,500 | |||||
| I | INTELSAT S A | 592,000 | 2,885,019 | 10,146,300 | |||
| 127686AA1 | CAESARS ENTMT CORP | 24,408,230 | 20,000,000 | 20,000,000 | 20,000,000 | ||
| CWEN | CLEARWAY ENERGY INC | 850,000 | 700,200 | 597,295 | 443,295 | ||
| 85207U105 | SPRINT CORPORATION | 6,380,000 | |||||
| 127686103 | CAESARS ENTMT CORP | 13,747,240 | 11,200,000 | 11,200,000 | 10,050,000 | ||
| COOP | MR COOPER GROUP INC | 2,610,000 | 1,290,000 | 652,500 | |||
| 45790VAB6 | INTELSAT S A | 25,000,000 | |||||
| XLU | SELECT SECTOR SPDR TR | 271,500 | |||||
| CNC | 康西哥 | 127,815 |
