2026-03-31 持仓
26Q1 分析 →
共 15 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688256 | 寒武纪 | 8.44% | 4.19 | 4115.13 |
| 2 | SH688041 | 海光信息 | 8.18% | 18.95 | 3984.57 |
| 3 | SH688981 | 中芯国际 | 7.83% | 40.58 | 3816.79 |
| 4 | SH688012 | 中微公司 | 6.38% | 10.15 | 3111.20 |
| 5 | SH688008 | 澜起科技 | 6.33% | 24.61 | 3083.64 |
| 6 | SH688521 | 芯原股份 | 3.35% | 8.06 | 1631.51 |
| 7 | SH688072 | 拓荆科技 | 2.83% | 3.73 | 1379.14 |
| 8 | SH688525 | 佰维存储 | 2.74% | 6.31 | 1337.08 |
| 9 | SH688111 | 金山办公 | 2.59% | 5.41 | 1263.28 |
| 10 | SH688120 | 华海清科 | 1.92% | 5.39 | 937.91 |
| 11 | SH688331 | 荣昌生物 | 0.47% | 1.77 | 227.92 |
| 12 | SH688428 | 诺诚健华 | 0.45% | 8.16 | 220.48 |
| 13 | SH688633 | 星球石墨 | 0.41% | 8.36 | 198.47 |
| 14 | SH688002 | 睿创微纳 | 0.41% | 1.98 | 200.38 |
| 15 | SH688378 | 奥来德 | 0.41% | 5.75 | 198.55 |
2025-12-31 持仓
25Q4 分析 →
共 154 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 10.32% | 44.12 | 5419.58 |
| 2 | SH688256 | 寒武纪 | 9.16% | 3.55 | 4807.19 |
| 3 | SH688041 | 海光信息 | 8.61% | 20.15 | 4522.02 |
| 4 | SH688008 | 澜起科技 | 6.15% | 27.41 | 3229.37 |
| 5 | SH688012 | 中微公司 | 5.66% | 10.47 | 2972.30 |
| 6 | SH688111 | 金山办公 | 3.30% | 5.65 | 1734.58 |
| 7 | SH688072 | 拓荆科技 | 2.53% | 4.03 | 1329.04 |
| 8 | SH688271 | 联影医疗 | 2.18% | 9.12 | 1144.69 |
| 9 | SH688120 | 华海清科 | 1.82% | 6.38 | 957.32 |
| 10 | SH688213 | 思特威 | 1.78% | 9.82 | 934.20 |
| 11 | SH688521 | 芯原股份 | 1.76% | 6.74 | 923.84 |
| 12 | SH688126 | 沪硅产业 | 1.75% | 42.47 | 918.98 |
| 13 | SH688578 | 艾力斯 | 1.56% | 7.86 | 818.28 |
| 14 | SH688169 | 石头科技 | 1.56% | 5.39 | 818.86 |
| 15 | SH688599 | 天合光能 | 1.55% | 49.23 | 814.72 |
| 16 | SH688099 | 晶晨股份 | 1.38% | 8.33 | 726.32 |
| 17 | SH688187 | 时代电气 | 1.27% | 13.03 | 668.24 |
| 18 | SH688608 | 恒玄科技 | 1.27% | 2.93 | 664.84 |
| 19 | SH688469 | 芯联集成 | 1.15% | 90.59 | 606.01 |
| 20 | SH689009 | 九号公司 | 1.13% | 10.68 | 593.53 |
| 21 | SH688223 | 晶科能源 | 1.04% | 96.56 | 544.62 |
| 22 | SH688396 | 华润微 | 1.04% | 10.36 | 547.46 |
| 23 | SH688036 | 传音控股 | 1.01% | 8.04 | 532.04 |
| 24 | SH688183 | 生益电子 | 1.01% | 5.55 | 531.08 |
| 25 | SH688180 | 君实生物 | 0.94% | 14.46 | 493.81 |
| 26 | SH688220 | 翱捷科技 | 0.93% | 5.92 | 489.13 |
| 27 | SH688525 | 佰维存储 | 0.91% | 4.15 | 475.90 |
| 28 | SH688506 | 百利天恒 | 0.83% | 1.35 | 436.28 |
| 29 | SH688249 | 晶合集成 | 0.83% | 13.19 | 437.79 |
| 30 | SH688777 | 中控技术 | 0.82% | 8.75 | 431.58 |
| 31 | SH688127 | 蓝特光学 | 0.63% | 8.60 | 331.01 |
| 32 | SH688349 | 三一重能 | 0.54% | 11.31 | 285.93 |
| 33 | SH688372 | 伟测科技 | 0.51% | 2.44 | 266.47 |
| 34 | SH688234 | 天岳先进 | 0.47% | 2.77 | 245.76 |
| 35 | SH688002 | 睿创微纳 | 0.43% | 2.26 | 227.81 |
| 36 | SH688047 | 龙芯中科 | 0.41% | 1.62 | 214.36 |
| 37 | SH688267 | 中触媒 | 0.40% | 7.49 | 210.99 |
| 38 | SH688728 | 格科微 | 0.39% | 13.66 | 204.10 |
| 39 | SH688065 | 凯赛生物 | 0.39% | 4.12 | 205.13 |
| 40 | SH688087 | 英科再生 | 0.38% | 6.41 | 197.56 |
| 41 | SH688070 | 纵横股份 | 0.38% | 3.59 | 198.89 |
| 42 | SH688612 | 威迈斯 | 0.38% | 6.06 | 199.80 |
| 43 | SH688049 | 炬芯科技 | 0.38% | 3.83 | 201.46 |
| 44 | SH688677 | 海泰新光 | 0.37% | 4.49 | 193.79 |
| 45 | SH688278 | 特宝生物 | 0.37% | 2.32 | 193.76 |
| 46 | SH688188 | 柏楚电子 | 0.36% | 1.39 | 188.68 |
| 47 | SH688177 | 百奥泰 | 0.36% | 8.16 | 188.82 |
| 48 | SH688080 | 映翰通 | 0.36% | 3.75 | 189.38 |
| 49 | SH688798 | 艾为电子 | 0.36% | 2.50 | 190.28 |
| 50 | SH688520 | 神州细胞 | 0.34% | 4.13 | 178.87 |
| 51 | SH688138 | 清溢光电 | 0.33% | 6.24 | 175.72 |
| 52 | SH688550 | 瑞联新材 | 0.33% | 3.80 | 172.18 |
| 53 | SH688557 | 兰剑智能 | 0.31% | 4.45 | 162.11 |
| 54 | SH688410 | 山外山 | 0.30% | 10.41 | 155.84 |
| 55 | SH688772 | 珠海冠宇 | 0.30% | 7.29 | 156.95 |
| 56 | SH688303 | 大全能源 | 0.30% | 5.78 | 154.90 |
| 57 | SH688472 | 阿特斯 | 0.29% | 10.18 | 151.76 |
| 58 | SH688235 | 百济神州 | 0.29% | 0.56 | 150.42 |
| 59 | SH688153 | 唯捷创芯 | 0.28% | 3.88 | 146.04 |
| 60 | SH688185 | 康希诺 | 0.28% | 2.36 | 148.20 |
| 61 | SH688617 | 惠泰医疗 | 0.28% | 0.61 | 149.00 |
| 62 | SH688046 | 药康生物 | 0.26% | 8.88 | 136.40 |
| 63 | SH688001 | 华兴源创 | 0.26% | 4.45 | 134.30 |
| 64 | SH688082 | 盛美上海 | 0.24% | 0.70 | 123.52 |
| 65 | SH688003 | 天准科技 | 0.23% | 2.05 | 120.75 |
| 66 | SH688591 | 泰凌微 | 0.23% | 2.80 | 119.17 |
| 67 | SH688297 | 中无人机 | 0.22% | 2.40 | 115.25 |
| 68 | SH688553 | 汇宇制药 | 0.20% | 6.00 | 106.74 |
| 69 | SH688114 | 华大智造 | 0.20% | 1.73 | 105.11 |
| 70 | SH688618 | 三旺通信 | 0.18% | 3.57 | 95.18 |
| 71 | SH688484 | 南芯科技 | 0.18% | 2.34 | 95.14 |
| 72 | SH688093 | 世华科技 | 0.17% | 2.43 | 89.55 |
| 73 | SH688515 | 裕太微 | 0.17% | 0.87 | 89.22 |
| 74 | SH688475 | 萤石网络 | 0.17% | 2.95 | 88.82 |
| 75 | SH688439 | 振华风光 | 0.16% | 1.33 | 85.92 |
| 76 | SH688625 | 呈和科技 | 0.16% | 2.01 | 82.81 |
| 77 | SH688486 | 龙迅股份 | 0.15% | 1.07 | 79.51 |
| 78 | SH688322 | 奥比中光 | 0.15% | 0.86 | 77.12 |
| 79 | SH688279 | 峰岹科技 | 0.15% | 0.38 | 77.33 |
| 80 | SH688522 | 纳睿雷达 | 0.15% | 2.02 | 80.66 |
| 81 | SH688311 | 盟升电子 | 0.14% | 1.60 | 72.96 |
| 82 | SH688259 | 创耀科技 | 0.14% | 1.72 | 71.90 |
| 83 | SH688359 | 三孚新科 | 0.13% | 1.05 | 69.96 |
| 84 | SH688538 | 和辉光电 | 0.13% | 26.00 | 69.16 |
| 85 | SH688103 | 国力电子 | 0.13% | 1.11 | 67.25 |
| 86 | SH688595 | 芯海科技 | 0.12% | 1.86 | 61.01 |
| 87 | SH688200 | 华峰测控 | 0.12% | 0.33 | 62.77 |
| 88 | SH688383 | 新益昌 | 0.12% | 0.81 | 63.40 |
| 89 | SH688025 | 杰普特 | 0.11% | 0.39 | 55.21 |
| 90 | SH688333 | 铂力特 | 0.11% | 0.50 | 55.76 |
| 91 | SH688257 | 新锐股份 | 0.11% | 1.65 | 56.56 |
| 92 | SH688665 | 四方光电 | 0.11% | 1.19 | 58.04 |
| 93 | SH688190 | 云路股份 | 0.11% | 0.60 | 58.82 |
| 94 | SH688107 | 安路科技 | 0.10% | 2.00 | 54.36 |
| 95 | SH688317 | 之江生物 | 0.10% | 2.62 | 52.85 |
| 96 | SH688168 | 安博通 | 0.10% | 0.70 | 52.61 |
| 97 | SH688531 | 日联科技 | 0.10% | 0.77 | 50.84 |
| 98 | SH688182 | 灿勤科技 | 0.09% | 1.64 | 48.41 |
| 99 | SH688277 | 天智航 | 0.09% | 3.05 | 46.33 |
| 100 | SH688016 | 心脉医疗 | 0.09% | 0.52 | 47.66 |
| 101 | SH688380 | 中微半导 | 0.09% | 1.43 | 45.97 |
| 102 | SH688030 | 山石网科 | 0.09% | 2.55 | 46.29 |
| 103 | SH688248 | 南网科技 | 0.08% | 0.97 | 43.40 |
| 104 | SH688009 | 中国通号 | 0.08% | 7.75 | 42.41 |
| 105 | SH688091 | 上海谊众 | 0.08% | 0.87 | 40.89 |
| 106 | SH688456 | 有研粉材 | 0.07% | 0.45 | 34.97 |
| 107 | SH688362 | 甬矽电子 | 0.07% | 1.08 | 34.99 |
| 108 | SH688262 | 国芯科技 | 0.07% | 1.23 | 37.33 |
| 109 | SH688179 | 阿拉丁 | 0.07% | 3.11 | 38.84 |
| 110 | SH688331 | 荣昌生物 | 0.07% | 0.50 | 38.90 |
| 111 | SH688510 | 航亚科技 | 0.07% | 1.45 | 39.01 |
| 112 | SH688208 | 道通科技 | 0.06% | 0.86 | 31.65 |
| 113 | SH688252 | 天德钰 | 0.06% | 1.50 | 31.69 |
| 114 | SH688686 | 奥普特 | 0.06% | 0.26 | 32.27 |
| 115 | SH688239 | 航宇科技 | 0.05% | 0.42 | 28.42 |
| 116 | SH688589 | 力合微 | 0.05% | 1.22 | 27.76 |
| 117 | SH688377 | 迪威尔 | 0.05% | 0.75 | 27.53 |
| 118 | SH688206 | 概伦电子 | 0.04% | 0.59 | 20.55 |
| 119 | SH688598 | 金博股份 | 0.04% | 0.72 | 21.14 |
| 120 | SH688301 | 奕瑞科技 | 0.04% | 0.21 | 21.23 |
| 121 | SH688656 | 浩欧博 | 0.04% | 0.14 | 21.53 |
| 122 | SH688399 | 硕世生物 | 0.03% | 0.21 | 14.39 |
| 123 | SH688236 | 春立医疗 | 0.03% | 0.64 | 14.64 |
| 124 | SH688029 | 南微医学 | 0.03% | 0.19 | 15.20 |
| 125 | SH688567 | 孚能科技 | 0.03% | 1.05 | 16.43 |
| 126 | SH688083 | 中望软件 | 0.02% | 0.12 | 8.17 |
| 127 | SH688766 | 普冉股份 | 0.02% | 0.07 | 8.90 |
| 128 | SH688347 | 华虹公司 | 0.02% | 0.10 | 10.78 |
| 129 | SH688690 | 纳微科技 | 0.02% | 0.42 | 10.84 |
| 130 | SH688039 | 当虹科技 | 0.02% | 0.28 | 12.53 |
| 131 | SH688401 | 路维光电 | 0.02% | 0.26 | 12.69 |
| 132 | SH688209 | 英集芯 | 0.02% | 0.42 | 8.37 |
| 133 | SH688795 | 摩尔线程 | 0.01% | 0.01 | 2.66 |
| 134 | SH688809 | 强一股份 | 0.01% | 0.02 | 3.21 |
| 135 | SH688105 | 诺唯赞 | 0.01% | 0.27 | 5.41 |
| 136 | SH688286 | 敏芯股份 | 0.01% | 0.08 | 6.32 |
| 137 | SH688600 | 皖仪科技 | 0.01% | 0.30 | 7.52 |
| 138 | SH688805 | 健信超导 | 0.00% | 0.03 | 0.86 |
| 139 | SH603175 | 超颖电子 | 0.00% | 0.02 | 0.82 |
| 140 | SH603092 | 德力佳 | 0.00% | 0.01 | 0.77 |
| 141 | SH601026 | 道生天合 | 0.00% | 0.05 | 0.64 |
| 142 | SH603262 | 技源集团 | 0.00% | 0.02 | 0.44 |
| 143 | SH603406 | 天富龙 | 0.00% | 0.01 | 0.40 |
| 144 | SH603370 | 华新精科 | 0.00% | 0.01 | 0.38 |
| 145 | SH688639 | 华恒生物 | 0.00% | 0.04 | 1.30 |
| 146 | SH688802 | 沐曦股份 | 0.00% | 0.00 | 1.48 |
| 147 | SH688037 | 芯源微 | 0.00% | 0.01 | 1.49 |
| 148 | SH688136 | 科兴制药 | 0.00% | 0.07 | 2.22 |
| 149 | SH688727 | 恒坤新材 | 0.00% | 0.06 | 1.96 |
| 150 | SH688345 | 博力威 | 0.00% | 0.06 | 1.87 |
| 151 | SH688796 | 百奥赛图 | 0.00% | 0.04 | 1.79 |
| 152 | SH688807 | 优迅股份 | 0.00% | 0.01 | 1.78 |
| 153 | SH688678 | 福立旺 | 0.00% | 0.07 | 1.69 |
| 154 | SH688238 | 和元生物 | 0.00% | 0.23 | 1.53 |
2025-09-30 持仓
25Q3 分析 →
共 15 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.82% | 34.74 | 4868.48 |
| 2 | SH688041 | 海光信息 | 9.51% | 18.67 | 4716.22 |
| 3 | SH688256 | 寒武纪 | 8.36% | 3.13 | 4146.46 |
| 4 | SH688008 | 澜起科技 | 7.05% | 22.59 | 3497.55 |
| 5 | SH688012 | 中微公司 | 5.00% | 8.29 | 2480.03 |
| 6 | SH688111 | 金山办公 | 3.11% | 4.88 | 1543.82 |
| 7 | SH688271 | 联影医疗 | 2.66% | 8.69 | 1317.68 |
| 8 | SH688521 | 芯原股份 | 2.12% | 5.75 | 1053.06 |
| 9 | SH688072 | 拓荆科技 | 2.02% | 3.85 | 1001.41 |
| 10 | SH688099 | 晶晨股份 | 1.93% | 8.59 | 954.65 |
| 11 | SH688267 | 中触媒 | 0.49% | 8.71 | 242.14 |
| 12 | SH688252 | 天德钰 | 0.47% | 8.09 | 232.99 |
| 13 | SH688172 | 燕东微 | 0.46% | 8.36 | 229.31 |
| 14 | SH688123 | 聚辰股份 | 0.42% | 1.27 | 207.12 |
| 15 | SH688372 | 伟测科技 | 0.40% | 2.20 | 196.04 |
2025-06-30 持仓
25Q2 分析 →
共 117 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.21% | 21.85 | 1926.53 |
| 2 | SH688041 | 海光信息 | 8.10% | 11.99 | 1694.14 |
| 3 | SH688256 | 寒武纪 | 7.74% | 2.69 | 1617.61 |
| 4 | SH688008 | 澜起科技 | 6.27% | 15.99 | 1311.26 |
| 5 | SH688012 | 中微公司 | 5.24% | 6.01 | 1096.48 |
| 6 | SH688111 | 金山办公 | 3.72% | 2.78 | 777.92 |
| 7 | SH688271 | 联影医疗 | 3.00% | 4.91 | 627.74 |
| 8 | SH688213 | 思特威 | 2.48% | 5.07 | 518.26 |
| 9 | SH688608 | 恒玄科技 | 2.35% | 1.41 | 490.65 |
| 10 | SH688469 | 芯联集成 | 2.15% | 94.16 | 449.14 |
| 11 | SH688099 | 晶晨股份 | 1.87% | 5.49 | 390.03 |
| 12 | SH689009 | 九号公司 | 1.64% | 5.80 | 343.01 |
| 13 | SH688120 | 华海清科 | 1.55% | 1.92 | 323.68 |
| 14 | SH688249 | 晶合集成 | 1.50% | 15.49 | 313.99 |
| 15 | SH688126 | 沪硅产业 | 1.49% | 16.67 | 312.00 |
| 16 | SH688777 | 中控技术 | 1.38% | 6.43 | 288.64 |
| 17 | SH688578 | 艾力斯 | 1.33% | 3.00 | 278.81 |
| 18 | SH688036 | 传音控股 | 1.33% | 3.49 | 277.80 |
| 19 | SH688472 | 阿特斯 | 1.33% | 30.28 | 277.05 |
| 20 | SH688278 | 特宝生物 | 1.28% | 3.72 | 268.29 |
| 21 | SH688169 | 石头科技 | 1.23% | 1.65 | 257.74 |
| 22 | SH688506 | 百利天恒 | 1.19% | 0.84 | 248.36 |
| 23 | SH688521 | 芯原股份 | 1.11% | 2.40 | 231.60 |
| 24 | SH688187 | 时代电气 | 1.02% | 5.01 | 213.62 |
| 25 | SH688617 | 惠泰医疗 | 0.96% | 0.67 | 199.73 |
| 26 | SH688082 | 盛美上海 | 0.93% | 1.71 | 195.02 |
| 27 | SH688122 | 西部超导 | 0.89% | 3.57 | 185.24 |
| 28 | SH688223 | 晶科能源 | 0.82% | 32.88 | 170.63 |
| 29 | SH688396 | 华润微 | 0.75% | 3.34 | 157.36 |
| 30 | SH688072 | 拓荆科技 | 0.71% | 0.97 | 149.31 |
| 31 | SH688739 | 成大生物 | 0.70% | 5.58 | 147.31 |
| 32 | SH688303 | 大全能源 | 0.66% | 6.52 | 138.91 |
| 33 | SH688188 | 柏楚电子 | 0.64% | 1.01 | 132.78 |
| 34 | SH688563 | 航材股份 | 0.62% | 2.28 | 129.00 |
| 35 | SH688114 | 华大智造 | 0.61% | 1.96 | 127.07 |
| 36 | SH688233 | 神工股份 | 0.50% | 3.30 | 104.80 |
| 37 | SH688093 | 世华科技 | 0.50% | 3.35 | 104.14 |
| 38 | SH688009 | 中国通号 | 0.50% | 20.25 | 104.10 |
| 39 | SH688257 | 新锐股份 | 0.49% | 6.97 | 102.14 |
| 40 | SH688029 | 南微医学 | 0.49% | 1.52 | 102.68 |
| 41 | SH688235 | 百济神州 | 0.49% | 0.44 | 102.80 |
| 42 | SH688128 | 中国电研 | 0.48% | 4.10 | 100.45 |
| 43 | SH688076 | ST诺泰 | 0.47% | 2.62 | 97.59 |
| 44 | SH688606 | 奥泰生物 | 0.46% | 1.43 | 96.30 |
| 45 | SH688225 | 亚信安全 | 0.44% | 4.47 | 91.14 |
| 46 | SH688636 | 智明达 | 0.43% | 2.65 | 89.53 |
| 47 | SH688525 | 佰维存储 | 0.42% | 1.30 | 87.30 |
| 48 | SH688669 | 聚石化学 | 0.41% | 4.54 | 85.67 |
| 49 | SH688538 | 和辉光电 | 0.41% | 36.30 | 84.95 |
| 50 | SH688047 | 龙芯中科 | 0.40% | 0.62 | 83.05 |
| 51 | SH688065 | 凯赛生物 | 0.40% | 1.78 | 83.79 |
| 52 | SH688375 | 国博电子 | 0.37% | 1.28 | 76.81 |
| 53 | SH688100 | 威胜信息 | 0.36% | 2.02 | 74.84 |
| 54 | SH688772 | 珠海冠宇 | 0.34% | 4.99 | 71.31 |
| 55 | SH688252 | 天德钰 | 0.33% | 2.83 | 69.00 |
| 56 | SH688168 | 安博通 | 0.29% | 0.87 | 61.66 |
| 57 | SH688561 | 奇安信 | 0.28% | 1.71 | 58.11 |
| 58 | SH688180 | 君实生物 | 0.25% | 1.52 | 51.51 |
| 59 | SH688220 | 翱捷科技 | 0.24% | 0.63 | 49.33 |
| 60 | SH688599 | 天合光能 | 0.24% | 3.41 | 49.54 |
| 61 | SH688172 | 燕东微 | 0.24% | 2.52 | 49.54 |
| 62 | SH688085 | 三友医疗 | 0.24% | 2.58 | 49.61 |
| 63 | SH688323 | 瑞华泰 | 0.24% | 3.43 | 49.77 |
| 64 | SH688283 | 坤恒顺维 | 0.24% | 1.82 | 49.96 |
| 65 | SH688403 | 汇成股份 | 0.23% | 4.70 | 48.83 |
| 66 | SH688103 | 国力股份 | 0.23% | 0.78 | 47.46 |
| 67 | SH688007 | 光峰科技 | 0.22% | 3.23 | 46.71 |
| 68 | SH688001 | 华兴源创 | 0.22% | 1.83 | 46.24 |
| 69 | SH688387 | 信科移动 | 0.22% | 8.13 | 45.95 |
| 70 | SH688238 | 和元生物 | 0.21% | 7.16 | 44.39 |
| 71 | SH688030 | 山石网科 | 0.21% | 2.75 | 43.97 |
| 72 | SH688295 | 中复神鹰 | 0.19% | 1.94 | 40.35 |
| 73 | SH688352 | 颀中科技 | 0.19% | 3.56 | 39.98 |
| 74 | SH688378 | 奥来德 | 0.18% | 2.25 | 37.95 |
| 75 | SH688475 | 萤石网络 | 0.18% | 1.19 | 37.51 |
| 76 | SH688362 | 甬矽电子 | 0.17% | 1.21 | 36.03 |
| 77 | SH688432 | 有研硅 | 0.16% | 2.99 | 33.01 |
| 78 | SH688268 | 华特气体 | 0.16% | 0.67 | 33.75 |
| 79 | SH688289 | 圣湘生物 | 0.16% | 1.66 | 33.94 |
| 80 | SH688347 | 华虹公司 | 0.16% | 0.62 | 34.04 |
| 81 | SH688383 | 新益昌 | 0.15% | 0.62 | 31.53 |
| 82 | SH688107 | 安路科技 | 0.13% | 0.94 | 26.55 |
| 83 | SH688033 | 天宜新材 | 0.13% | 4.12 | 26.42 |
| 84 | SH688819 | 天能股份 | 0.11% | 0.80 | 22.21 |
| 85 | SH688209 | 英集芯 | 0.11% | 1.29 | 23.83 |
| 86 | SH688259 | 创耀科技 | 0.10% | 0.53 | 21.01 |
| 87 | SH688558 | 国盛智科 | 0.10% | 0.79 | 19.94 |
| 88 | SH688018 | 乐鑫科技 | 0.08% | 0.11 | 16.36 |
| 89 | SH688270 | 臻镭科技 | 0.07% | 0.32 | 14.90 |
| 90 | SH688207 | 格灵深瞳 | 0.07% | 0.91 | 13.74 |
| 91 | SH688425 | 铁建重工 | 0.06% | 2.82 | 11.52 |
| 92 | SH688139 | 海尔生物 | 0.06% | 0.41 | 12.66 |
| 93 | SH688728 | 格科微 | 0.04% | 0.60 | 9.26 |
| 94 | SH688281 | 华秦科技 | 0.04% | 0.14 | 8.47 |
| 95 | SH688197 | 首药控股 | 0.03% | 0.17 | 6.15 |
| 96 | SH688232 | 新点软件 | 0.03% | 0.20 | 6.01 |
| 97 | SH688146 | 中船特气 | 0.03% | 0.20 | 5.78 |
| 98 | SH688372 | 伟测科技 | 0.02% | 0.05 | 3.14 |
| 99 | SH688717 | 艾罗能源 | 0.02% | 0.07 | 3.77 |
| 100 | SH688411 | 海博思创 | 0.02% | 0.05 | 3.88 |
| 101 | SH688581 | 安杰思 | 0.02% | 0.07 | 4.54 |
| 102 | SH688002 | 睿创微纳 | 0.02% | 0.07 | 4.88 |
| 103 | SH688758 | 赛分科技 | 0.01% | 0.08 | 1.32 |
| 104 | SH688583 | 思看科技 | 0.01% | 0.02 | 1.38 |
| 105 | SH688757 | 胜科纳米 | 0.01% | 0.05 | 1.39 |
| 106 | SH688589 | 力合微 | 0.01% | 0.08 | 1.71 |
| 107 | SH688032 | 禾迈股份 | 0.01% | 0.02 | 2.00 |
| 108 | SH688775 | 影石创新 | 0.01% | 0.02 | 2.14 |
| 109 | SH603120 | 肯特催化 | 0.00% | 0.01 | 0.22 |
| 110 | SH603400 | 华之杰 | 0.00% | 0.01 | 0.25 |
| 111 | SH603202 | 天有为 | 0.00% | 0.00 | 0.32 |
| 112 | SH603409 | 汇通控股 | 0.00% | 0.01 | 0.29 |
| 113 | SH603271 | 永杰新材 | 0.00% | 0.01 | 0.33 |
| 114 | SH603014 | 威高血净 | 0.00% | 0.01 | 0.37 |
| 115 | SH603049 | 中策橡胶 | 0.00% | 0.01 | 0.42 |
| 116 | SH603210 | 泰鸿万立 | 0.00% | 0.03 | 0.45 |
| 117 | SH603072 | 天和磁材 | 0.00% | 0.01 | 0.66 |
2025-03-31 持仓
25Q1 分析 →
共 15 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.83% | 23.22 | 2074.00 |
| 2 | SH688041 | 海光信息 | 8.79% | 13.13 | 1855.34 |
| 3 | SH688256 | 寒武纪 | 8.12% | 2.75 | 1712.81 |
| 4 | SH688008 | 澜起科技 | 5.87% | 15.81 | 1237.69 |
| 5 | SH688012 | 中微公司 | 5.43% | 6.22 | 1146.15 |
| 6 | SH688111 | 金山办公 | 4.76% | 3.36 | 1004.39 |
| 7 | SH688271 | 联影医疗 | 2.78% | 4.81 | 587.28 |
| 8 | SH688036 | 传音控股 | 2.33% | 5.43 | 491.83 |
| 9 | SH688469 | 芯联集成 | 1.95% | 84.73 | 411.77 |
| 10 | SH688223 | 晶科能源 | 1.80% | 58.47 | 378.86 |
| 11 | SH688257 | 新锐股份 | 0.60% | 6.01 | 126.75 |
| 12 | SH688235 | 百济神州 | 0.59% | 0.52 | 124.20 |
| 13 | SH688596 | 正帆科技 | 0.56% | 3.02 | 117.93 |
| 14 | SH688093 | 世华科技 | 0.55% | 4.91 | 115.82 |
| 15 | SH688772 | 珠海冠宇 | 0.54% | 6.87 | 113.31 |
2024-12-31 持仓
24Q4 分析 →
共 114 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688256 | 寒武纪 | 10.30% | 3.56 | 2342.02 |
| 2 | SH688981 | 中芯国际 | 9.74% | 23.41 | 2214.80 |
| 3 | SH688041 | 海光信息 | 9.47% | 14.38 | 2154.06 |
| 4 | SH688012 | 中微公司 | 5.90% | 7.09 | 1341.31 |
| 5 | SH688008 | 澜起科技 | 5.35% | 17.93 | 1217.51 |
| 6 | SH688111 | 金山办公 | 3.93% | 3.12 | 892.91 |
| 7 | SH688271 | 联影医疗 | 2.91% | 5.23 | 661.27 |
| 8 | SH688036 | 传音控股 | 2.63% | 6.29 | 597.13 |
| 9 | SH688223 | 晶科能源 | 2.04% | 65.29 | 464.18 |
| 10 | SH688777 | 中控技术 | 1.92% | 8.78 | 435.98 |
| 11 | SH688120 | 华海清科 | 1.76% | 2.46 | 400.74 |
| 12 | SH688617 | 惠泰医疗 | 1.56% | 0.95 | 353.71 |
| 13 | SH688472 | 阿特斯 | 1.53% | 27.64 | 347.15 |
| 14 | SH688396 | 华润微 | 1.47% | 7.11 | 335.41 |
| 15 | SH688099 | 晶晨股份 | 1.41% | 4.66 | 320.23 |
| 16 | SH688469 | 芯联集成 | 1.34% | 59.21 | 303.73 |
| 17 | SH688126 | 沪硅产业 | 1.29% | 15.59 | 293.35 |
| 18 | SH688169 | 石头科技 | 1.23% | 1.28 | 279.81 |
| 19 | SH688187 | 时代电气 | 1.22% | 5.80 | 277.72 |
| 20 | SH688599 | 天合光能 | 1.19% | 13.99 | 269.99 |
| 21 | SH688538 | 和辉光电 | 1.18% | 115.20 | 267.27 |
| 22 | SH689009 | 九号公司 | 1.13% | 5.40 | 256.59 |
| 23 | SH688009 | 中国通号 | 0.98% | 35.78 | 224.00 |
| 24 | SH688188 | 柏楚电子 | 0.92% | 1.08 | 209.30 |
| 25 | SH688122 | 西部超导 | 0.83% | 4.42 | 189.05 |
| 26 | SH688208 | 道通科技 | 0.73% | 4.21 | 164.95 |
| 27 | SH688249 | 晶合集成 | 0.72% | 7.01 | 163.60 |
| 28 | SH688072 | 拓荆科技 | 0.71% | 1.05 | 161.57 |
| 29 | SH688506 | 百利天恒 | 0.69% | 0.82 | 156.97 |
| 30 | SH688047 | 龙芯中科 | 0.65% | 1.12 | 148.50 |
| 31 | SH688578 | 艾力斯 | 0.64% | 2.44 | 145.90 |
| 32 | SH688082 | 盛美上海 | 0.58% | 1.31 | 131.16 |
| 33 | SH688728 | 格科微 | 0.55% | 9.34 | 125.54 |
| 34 | SH688234 | 天岳先进 | 0.50% | 2.24 | 114.55 |
| 35 | SH688303 | 大全能源 | 0.49% | 4.66 | 112.38 |
| 36 | SH688093 | 世华科技 | 0.47% | 5.25 | 105.98 |
| 37 | SH688561 | 奇安信 | 0.46% | 3.86 | 103.56 |
| 38 | SH688772 | 珠海冠宇 | 0.45% | 6.33 | 101.73 |
| 39 | SH688596 | 正帆科技 | 0.44% | 2.84 | 100.96 |
| 40 | SH688253 | 英诺特 | 0.44% | 2.78 | 100.95 |
| 41 | SH688606 | 奥泰生物 | 0.43% | 1.55 | 98.12 |
| 42 | SH688372 | 伟测科技 | 0.39% | 1.52 | 88.95 |
| 43 | SH688233 | 神工股份 | 0.39% | 3.74 | 87.67 |
| 44 | SH688525 | 佰维存储 | 0.37% | 1.38 | 85.23 |
| 45 | SH688521 | 芯原股份 | 0.37% | 1.60 | 83.89 |
| 46 | SH688658 | 悦康药业 | 0.35% | 5.57 | 80.26 |
| 47 | SH688475 | 萤石网络 | 0.34% | 2.56 | 77.24 |
| 48 | SH688239 | 航宇科技 | 0.31% | 1.87 | 69.75 |
| 49 | SH688516 | 奥特维 | 0.31% | 1.62 | 70.16 |
| 50 | SH688330 | 宏力达 | 0.30% | 2.56 | 67.17 |
| 51 | SH688563 | 航材股份 | 0.29% | 1.18 | 65.77 |
| 52 | SH688550 | 瑞联新材 | 0.29% | 2.08 | 65.08 |
| 53 | SH688557 | 兰剑智能 | 0.25% | 2.91 | 55.82 |
| 54 | SH688128 | 中国电研 | 0.24% | 2.60 | 54.63 |
| 55 | SH688315 | 诺禾致源 | 0.23% | 4.16 | 52.00 |
| 56 | SH688526 | 科前生物 | 0.23% | 3.69 | 52.73 |
| 57 | SH688180 | 君实生物 | 0.23% | 1.87 | 51.21 |
| 58 | SH688209 | 英集芯 | 0.23% | 2.91 | 51.42 |
| 59 | SH688387 | 信科移动 | 0.23% | 8.67 | 51.69 |
| 60 | SH688347 | 华虹公司 | 0.22% | 1.10 | 51.12 |
| 61 | SH688388 | 嘉元科技 | 0.22% | 3.38 | 49.79 |
| 62 | SH688102 | 斯瑞新材 | 0.22% | 5.60 | 49.39 |
| 63 | SH688779 | 五矿新能 | 0.22% | 9.46 | 50.33 |
| 64 | SH688425 | 铁建重工 | 0.22% | 11.31 | 49.77 |
| 65 | SH688702 | 盛科通信 | 0.21% | 0.58 | 48.89 |
| 66 | SH688352 | 颀中科技 | 0.21% | 4.00 | 48.52 |
| 67 | SH688121 | 卓然股份 | 0.21% | 4.36 | 47.00 |
| 68 | SH688709 | 成都华微 | 0.20% | 1.51 | 46.61 |
| 69 | SH688146 | 中船特气 | 0.20% | 1.60 | 46.46 |
| 70 | SH688138 | 清溢光电 | 0.20% | 1.98 | 45.34 |
| 71 | SH688089 | 嘉必优 | 0.18% | 2.19 | 41.71 |
| 72 | SH688052 | 纳芯微 | 0.18% | 0.32 | 41.70 |
| 73 | SH688248 | 南网科技 | 0.17% | 1.18 | 37.80 |
| 74 | SH688235 | 百济神州 | 0.17% | 0.24 | 38.64 |
| 75 | SH688582 | 芯动联科 | 0.17% | 0.77 | 38.95 |
| 76 | SH688289 | 圣湘生物 | 0.16% | 1.58 | 35.81 |
| 77 | SH688278 | 特宝生物 | 0.16% | 0.51 | 37.48 |
| 78 | SH688019 | 安集科技 | 0.15% | 0.25 | 34.84 |
| 79 | SH688002 | 睿创微纳 | 0.15% | 0.71 | 33.38 |
| 80 | SH688267 | 中触媒 | 0.14% | 1.35 | 31.71 |
| 81 | SH688213 | 思特威 | 0.13% | 0.38 | 29.66 |
| 82 | SH688621 | 阳光诺和 | 0.13% | 0.77 | 29.03 |
| 83 | SH688176 | 亚虹医药 | 0.13% | 4.27 | 28.99 |
| 84 | SH688088 | 虹软科技 | 0.12% | 0.73 | 28.15 |
| 85 | SH688131 | 皓元医药 | 0.11% | 0.72 | 25.70 |
| 86 | SH688266 | 泽璟制药 | 0.11% | 0.41 | 25.55 |
| 87 | SH688065 | 凯赛生物 | 0.11% | 0.62 | 24.02 |
| 88 | SH688025 | 杰普特 | 0.10% | 0.48 | 22.80 |
| 89 | SH688389 | 普门科技 | 0.10% | 1.50 | 22.34 |
| 90 | SH688381 | 帝奥微 | 0.10% | 1.23 | 23.71 |
| 91 | SH688123 | 聚辰股份 | 0.09% | 0.36 | 21.07 |
| 92 | SH688046 | 药康生物 | 0.09% | 1.66 | 21.30 |
| 93 | SH688819 | 天能股份 | 0.09% | 0.78 | 21.23 |
| 94 | SH688559 | 海目星 | 0.08% | 0.52 | 17.89 |
| 95 | SH688252 | 天德钰 | 0.07% | 0.67 | 15.97 |
| 96 | SH688107 | 安路科技 | 0.07% | 0.51 | 15.09 |
| 97 | SH688319 | 欧林生物 | 0.06% | 1.20 | 12.72 |
| 98 | SH688349 | 三一重能 | 0.05% | 0.36 | 11.07 |
| 99 | SH688403 | 汇成股份 | 0.05% | 1.28 | 11.47 |
| 100 | SH688486 | 龙迅股份 | 0.05% | 0.15 | 11.71 |
| 101 | SH688667 | 菱电电控 | 0.05% | 0.31 | 12.46 |
| 102 | SH688429 | 时创能源 | 0.04% | 0.57 | 9.72 |
| 103 | SH688097 | 博众精工 | 0.02% | 0.15 | 3.93 |
| 104 | SH688076 | 诺泰生物 | 0.02% | 0.09 | 4.67 |
| 105 | SH688363 | 华熙生物 | 0.02% | 0.09 | 4.43 |
| 106 | SH688385 | 复旦微电 | 0.02% | 0.11 | 4.22 |
| 107 | SH603072 | 天和磁材 | 0.01% | 0.12 | 1.50 |
| 108 | SH688449 | 联芸科技 | 0.01% | 0.05 | 1.54 |
| 109 | SH688584 | 上海合晶 | 0.01% | 0.15 | 2.93 |
| 110 | SH688605 | 先锋精科 | 0.01% | 0.06 | 3.02 |
| 111 | SH688588 | 凌志软件 | 0.01% | 0.09 | 1.24 |
| 112 | SH688708 | 佳驰科技 | 0.00% | 0.02 | 1.10 |
| 113 | SH688593 | 新相微 | 0.00% | 0.04 | 0.73 |
| 114 | SH688710 | 益诺思 | 0.00% | 0.03 | 1.11 |
2024-09-30 持仓
24Q3 分析 →
共 15 只股票
| 序号 | 股票代码 | 股票名称 | 持仓占比 | 持仓股数(万股) | 持仓市值(万元) |
|---|---|---|---|---|---|
| 1 | SH688981 | 中芯国际 | 9.74% | 38.68 | 2320.61 |
| 2 | SH688041 | 海光信息 | 7.15% | 16.51 | 1705.28 |
| 3 | SH688008 | 澜起科技 | 5.55% | 19.77 | 1322.35 |
| 4 | SH688012 | 中微公司 | 5.18% | 7.52 | 1233.89 |
| 5 | SH688036 | 传音控股 | 4.45% | 9.83 | 1060.84 |
| 6 | SH688111 | 金山办公 | 4.02% | 3.59 | 957.20 |
| 7 | SH688256 | 寒武纪 | 3.97% | 3.27 | 946.36 |
| 8 | SH688271 | 联影医疗 | 2.71% | 5.06 | 647.09 |
| 9 | SH688169 | 石头科技 | 2.49% | 2.14 | 593.78 |
| 10 | SH688223 | 晶科能源 | 2.43% | 65.88 | 580.42 |
| 11 | SH688208 | 道通科技 | 0.71% | 5.32 | 168.69 |
| 12 | SH688578 | 艾力斯 | 0.70% | 3.04 | 167.57 |
| 13 | SH688213 | 思特威 | 0.70% | 2.89 | 166.52 |
| 14 | SH688235 | 百济神州 | 0.69% | 0.91 | 164.04 |
| 15 | SH688588 | 凌志软件 | 0.64% | 14.56 | 151.70 |