| 公司 | 股票代码 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 |
|---|---|---|---|---|---|---|---|
| 能源转换 | ETE | 6,697,763 | 5,852,527 | 5,857,027 | 11,231,053 | 16,288,665 | 15,120,103 |
| 美光科技 | MU | 19,250,000 | 900,000 | 6,000,000 | 8,100,000 | 8,860,000 | 9,350,000 |
| 美国电话电报 | T | 9,077,200 | |||||
| 太平洋煤气电力 | PCG | 23,099,000 | 16,828,015 | 18,110,523 | 17,400,000 | 11,340,000 | 8,943,659 |
| T-Mobile US | TMUS | 899,548 | 700,000 | 700,000 | 700,000 | 770,000 | 5,900,000 |
| Titter | TWTR | 5,530,000 | 5,550,000 | ||||
| GOODYEAR TIRE & RUBBER CO /OH/ | GT | 3,368,000 | 5,000,000 | ||||
| 阿里巴巴 | BABA | 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 |
| 富国银行 | WFC | 700,000 | 1,900,000 | ||||
| 西斯科 | SYY | 1,875,000 | |||||
| 奥驰亚 | MO | 1,550,000 | |||||
| T-MOBILE US INC | 872590112 | 1,550,000 | |||||
| 艾驮生电气 | EMR | 1,400,000 | |||||
| 迪土尼 | DIS | 1,200,000 | |||||
| Vistra | VST | 2,260,970 | 1,719,100 | 1,719,100 | 1,719,100 | 1,210,000 | 1,120,000 |
| ALPS ETF TR | AMLP | 1,118,000 | |||||
| TENNECO INC | TEN | 1,100,000 | |||||
| Western Midstream Partners, LP | WES | 395,101 | 1,075,428 | ||||
| HCA控股 | HCA | 285,000 | 1,050,000 | ||||
| 波士顿科学 | BSX | 115,000 | 950,000 | ||||
| PayPal | PYPLV | 870,000 | |||||
| 维萨卡 | V | 840,000 | |||||
| 万事达 | MA | 545,000 | |||||
| 高通 | QCOM | 557,000 | 515,500 | ||||
| Salesforce | CRM | 200,000 | 500,000 | 500,000 | 500,000 | 465,500 | 500,000 |
| Symbol not found | ENBL | 463,670 | |||||
| Block | SQ | 403,793 | |||||
| 谷歌C | GOOG | 145,000 | 215,000 | 444,900 | 440,000 | 361,000 | 334,000 |
| 微软 | MSFT | 90,000 | 277,500 | ||||
| 奈飞 | NFLX | 255,000 | 230,000 | ||||
| 亚马逊 | AMZN | 165,000 | 185,000 | 265,000 | 291,500 | 250,000 | 225,000 |
| Adobe | ADBE | 100,000 | 112,000 | 205,000 | 240,000 | 223,000 | 206,500 |
| 博通 | AVGO | 275,102 | 275,000 | 233,000 | 200,000 | ||
| 联合健康 | UNH | 250,000 | 335,000 | 250,000 | 300,000 | 250,000 | 135,000 |
| 哈门那 | HUM | 95,391 | 75,000 | 75,000 | 59,000 | 14,000 | |
| 特斯拉 | TSLA | 42,000 | 7,000 | ||||
| CAESARS ENTMT CORP | 127686103 | 13,747,240 | 11,200,000 | 11,200,000 | 10,050,000 | ||
| Clearway Energy, Inc. | CWEN | 850,000 | 700,200 | 597,295 | 443,295 | ||
| Intelsat S.A. Common Shares | I | 592,000 | 2,885,019 | 10,146,300 | |||
| CAESARS ENTMT CORP | 127686AA1 | 24,408,230 | 20,000,000 | 20,000,000 | 20,000,000 | ||
| Clearway Energy Inc. Class A Common Stock | CWEN.A | 250,000 | 210,200 | 174,962 | 136,462 | ||
| Cheniere Energy | LNG | 586,655 | 410,000 | 410,000 | 410,000 | ||
| ALTABA INC | 021346101 | 2,350,000 | 1,050,000 | 13,838,684 | |||
| 艾尔建医疗 | AGN | 3,133,864 | 1,295,000 | 1,295,000 | 1,295,000 | 695,000 | |
| SPDR Energy Select Sector ETF | XLE | 100,000 | |||||
| SPDR SERIES TRUST | 78464A730 | 200,000 | 1,300,000 | 1,100,000 | |||
| INTELSAT S A | 45790VAB6 | 25,000,000 | |||||
| SPRINT CORP | 85207U105 | 6,380,000 | |||||
| Broadcom Inc. - 8.00% Mandatory Convertible Preferred Stock Series A | AVGOP | 2,500 | |||||
| ALPS ETF TR | 00162Q866 | 7,500,000 | 6,550,000 | 6,550,000 | 6,550,000 | 6,040,000 | |
| 波音 | BA | 30,000 | |||||
| Invesco Senior Loan ETF | BKLN | 150,000 | |||||
| 康西哥 | CNC | 127,815 | |||||
| SPDR Utilities Select Sector ETF | XLU | 271,500 | |||||
| Mr. Cooper Group Inc. | COOP | 2,610,000 | 1,290,000 | 652,500 |
