2025-12-31 持仓
25Q4 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 | SH688270 | 臻镭科技 | 1.84% | 7.94 | 969.39 |
| 2 | SH688627 | 精智达 | 1.48% | 3.49 | 779.10 |
| 3 | SH688048 | 长光华芯 | 1.37% | 5.72 | 717.13 |
| 4 | SH688195 | 腾景科技 | 1.36% | 4.21 | 712.75 |
| 5 | SH688205 | 德科立 | 1.35% | 5.15 | 707.42 |
| 6 | SH688102 | 斯瑞新材 | 1.32% | 17.94 | 694.74 |
| 7 | SH688388 | 嘉元科技 | 1.23% | 15.84 | 648.84 |
| 8 | SH688167 | 炬光科技 | 1.11% | 3.33 | 583.22 |
| 9 | SH688630 | 芯碁微装 | 1.09% | 4.27 | 574.31 |
| 10 | SH688372 | 伟测科技 | 1.01% | 4.83 | 526.65 |
| 11 | SH688802 | 沐曦股份 | 0.10% | 0.14 | 56.84 |
| 12 | SH688783 | 西安奕材 | 0.04% | 1.06 | 19.56 |
| 13 | SH688790 | 昂瑞微 | 0.04% | 0.15 | 18.05 |
| 14 | SH688795 | 摩尔线程 | 0.03% | 0.04 | 17.08 |
| 15 | SH688765 | 禾元生物 | 0.03% | 0.29 | 15.64 |
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 | SH688313 | 仕佳光子 | 2.09% | 25.17 | 1793.99 |
| 2 | SH688123 | 聚辰股份 | 1.63% | 8.63 | 1402.22 |
| 3 | SH688503 | 聚和材料 | 1.27% | 13.29 | 1089.24 |
| 4 | SH688388 | 嘉元科技 | 1.17% | 26.66 | 1000.11 |
| 5 | SH688382 | 益方生物 | 1.15% | 31.69 | 986.08 |
| 6 | SH688660 | 电气风电 | 1.13% | 41.90 | 968.14 |
| 7 | SH688630 | 芯碁微装 | 1.05% | 6.37 | 901.46 |
| 8 | SH688205 | 德科立 | 1.04% | 7.41 | 897.11 |
| 9 | SH688403 | 汇成股份 | 1.04% | 45.89 | 887.98 |
| 10 | SH688167 | 炬光科技 | 1.01% | 5.64 | 861.27 |
| 11 | SH688775 | 影石创新 | 0.01% | 0.02 | 4.78 |
| 12 | SH688729 | 屹唐股份 | 0.00% | 0.09 | 2.07 |
| 13 | SH688755 | 汉邦科技 | 0.00% | 0.02 | 0.85 |
| 14 | SH603418 | 友升股份 | 0.00% | 0.01 | 0.74 |
| 15 | SH603210 | 泰鸿万立 | 0.00% | 0.03 | 0.56 |
2025-06-30 持仓
25Q2 分析 →
共 208 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 | SH688382 | 益方生物 | 1.61% | 10.15 | 333.09 |
| 2 | SH688313 | 仕佳光子 | 1.50% | 8.19 | 311.64 |
| 3 | SH688123 | 聚辰股份 | 1.10% | 2.81 | 227.92 |
| 4 | SH688158 | 优刻得 | 1.02% | 9.31 | 210.48 |
| 5 | SH688068 | 热景生物 | 1.01% | 1.49 | 209.45 |
| 6 | SH688596 | 正帆科技 | 0.98% | 5.97 | 202.44 |
| 7 | SH688591 | 泰凌微 | 0.97% | 4.22 | 201.86 |
| 8 | SH688543 | 国科军工 | 0.89% | 3.08 | 185.31 |
| 9 | SH688049 | 炬芯科技 | 0.87% | 2.98 | 180.65 |
| 10 | SH688362 | 甬矽电子 | 0.86% | 6.02 | 179.42 |
| 11 | SH688503 | 聚和材料 | 0.86% | 4.34 | 179.59 |
| 12 | SH688518 | 联赢激光 | 0.85% | 8.70 | 177.37 |
| 13 | SH688270 | 臻镭科技 | 0.85% | 3.80 | 176.87 |
| 14 | SH688388 | 嘉元科技 | 0.84% | 8.69 | 174.49 |
| 15 | SH688700 | 东威科技 | 0.83% | 4.38 | 172.65 |
| 16 | SH688321 | 微芯生物 | 0.83% | 7.26 | 172.48 |
| 17 | SH688502 | 茂莱光学 | 0.81% | 0.58 | 167.49 |
| 18 | SH688559 | 海目星 | 0.77% | 4.85 | 159.77 |
| 19 | SH688630 | 芯碁微装 | 0.77% | 2.01 | 159.96 |
| 20 | SH688262 | 国芯科技 | 0.77% | 6.01 | 160.29 |
| 21 | SH688372 | 伟测科技 | 0.76% | 2.63 | 158.66 |
| 22 | SH688800 | 瑞可达 | 0.75% | 3.16 | 155.71 |
| 23 | SH688403 | 汇成股份 | 0.75% | 14.94 | 155.21 |
| 24 | SH688131 | 皓元医药 | 0.75% | 3.20 | 154.93 |
| 25 | SH688205 | 德科立 | 0.73% | 2.41 | 151.08 |
| 26 | SH688048 | 长光华芯 | 0.72% | 2.58 | 149.00 |
| 27 | SH688167 | 炬光科技 | 0.72% | 1.85 | 149.44 |
| 28 | SH688091 | 上海谊众 | 0.71% | 3.18 | 148.86 |
| 29 | SH688299 | 长阳科技 | 0.69% | 7.32 | 144.70 |
| 30 | SH688696 | 极米科技 | 0.69% | 1.25 | 143.64 |
| 31 | SH688766 | 普冉股份 | 0.68% | 2.25 | 142.46 |
| 32 | SH688531 | 日联科技 | 0.67% | 1.95 | 139.75 |
| 33 | SH688685 | 迈信林 | 0.67% | 2.52 | 140.56 |
| 34 | SH688690 | 纳微科技 | 0.66% | 6.03 | 137.69 |
| 35 | SH688239 | 航宇科技 | 0.66% | 3.90 | 136.44 |
| 36 | SH688165 | 埃夫特 | 0.66% | 5.33 | 135.95 |
| 37 | SH688598 | 金博股份 | 0.64% | 5.21 | 132.22 |
| 38 | SH688127 | 蓝特光学 | 0.64% | 5.13 | 131.92 |
| 39 | SH688311 | 盟升电子 | 0.63% | 3.00 | 129.29 |
| 40 | SH688508 | 芯朋微 | 0.63% | 2.35 | 130.86 |
| 41 | SH688627 | 精智达 | 0.62% | 1.45 | 127.68 |
| 42 | SH688510 | 航亚科技 | 0.62% | 5.27 | 127.47 |
| 43 | SH688332 | 中科蓝讯 | 0.61% | 1.24 | 126.97 |
| 44 | SH688668 | 鼎通科技 | 0.61% | 2.03 | 126.69 |
| 45 | SH688306 | 均普智能 | 0.59% | 12.50 | 123.02 |
| 46 | SH688707 | 振华新材 | 0.59% | 9.06 | 122.75 |
| 47 | SH688206 | 概伦电子 | 0.59% | 4.20 | 122.20 |
| 48 | SH688150 | 莱特光电 | 0.58% | 4.89 | 120.99 |
| 49 | SH688007 | 光峰科技 | 0.57% | 8.20 | 118.57 |
| 50 | SH688212 | 澳华内镜 | 0.57% | 2.41 | 118.05 |
| 51 | SH688660 | 电气风电 | 0.57% | 13.57 | 117.75 |
| 52 | SH688776 | 国光电气 | 0.56% | 1.10 | 116.06 |
| 53 | SH688652 | 京仪装备 | 0.56% | 2.02 | 115.87 |
| 54 | SH688787 | 海天瑞声 | 0.55% | 1.07 | 113.54 |
| 55 | SH688190 | 云路股份 | 0.55% | 1.23 | 113.71 |
| 56 | SH688023 | 安恒信息 | 0.55% | 2.01 | 114.22 |
| 57 | SH688300 | 联瑞新材 | 0.55% | 2.47 | 115.12 |
| 58 | SH688319 | 欧林生物 | 0.54% | 7.22 | 113.02 |
| 59 | SH688593 | 新相微 | 0.54% | 6.89 | 112.55 |
| 60 | SH688550 | 瑞联新材 | 0.54% | 2.61 | 112.24 |
| 61 | SH688277 | 天智航 | 0.54% | 8.07 | 112.19 |
| 62 | SH688556 | 高测股份 | 0.54% | 15.62 | 112.14 |
| 63 | SH688486 | 龙迅股份 | 0.53% | 1.65 | 110.56 |
| 64 | SH688003 | 天准科技 | 0.53% | 2.41 | 110.97 |
| 65 | SH688519 | 南亚新材 | 0.52% | 2.44 | 109.33 |
| 66 | SH688320 | 禾川科技 | 0.52% | 2.31 | 109.16 |
| 67 | SH688658 | 悦康药业 | 0.52% | 5.73 | 109.08 |
| 68 | SH688305 | 科德数控 | 0.52% | 1.94 | 108.26 |
| 69 | SH688553 | 汇宇制药 | 0.51% | 6.49 | 105.65 |
| 70 | SH688339 | 亿华通 | 0.51% | 4.97 | 106.12 |
| 71 | SH688590 | 新致软件 | 0.51% | 5.22 | 107.38 |
| 72 | SH688066 | 航天宏图 | 0.50% | 5.34 | 104.47 |
| 73 | SH688552 | 航天南湖 | 0.50% | 2.60 | 103.75 |
| 74 | SH688103 | 国力股份 | 0.49% | 1.70 | 103.26 |
| 75 | SH688025 | 杰普特 | 0.49% | 1.43 | 101.80 |
| 76 | SH688102 | 斯瑞新材 | 0.48% | 7.40 | 99.81 |
| 77 | SH688031 | 星环科技 | 0.48% | 2.15 | 100.16 |
| 78 | SH688621 | 阳光诺和 | 0.48% | 2.01 | 100.71 |
| 79 | SH688698 | 伟创电气 | 0.48% | 2.14 | 101.06 |
| 80 | SH688535 | 华海诚科 | 0.48% | 1.18 | 101.62 |
| 81 | SH688225 | 亚信安全 | 0.47% | 4.86 | 99.24 |
| 82 | SH688392 | 骄成超声 | 0.47% | 1.44 | 98.69 |
| 83 | SH688222 | 成都先导 | 0.47% | 6.11 | 98.19 |
| 84 | SH688507 | 索辰科技 | 0.47% | 1.32 | 96.67 |
| 85 | SH688711 | 宏微科技 | 0.47% | 5.44 | 95.73 |
| 86 | SH688108 | 赛诺医疗 | 0.46% | 8.41 | 94.33 |
| 87 | SH688095 | 福昕软件 | 0.46% | 1.41 | 95.26 |
| 88 | SH688609 | 九联科技 | 0.45% | 8.94 | 93.58 |
| 89 | SH688458 | 美芯晟 | 0.45% | 1.98 | 93.05 |
| 90 | SH688687 | 凯因科技 | 0.45% | 3.49 | 92.68 |
| 91 | SH688515 | 裕太微 | 0.45% | 1.01 | 92.32 |
| 92 | SH688513 | 苑东生物 | 0.45% | 2.24 | 92.13 |
| 93 | SH688176 | 亚虹医药 | 0.44% | 10.15 | 90.00 |
| 94 | SH688258 | 卓易信息 | 0.44% | 1.86 | 90.16 |
| 95 | SH688586 | 江航装备 | 0.44% | 8.07 | 90.71 |
| 96 | SH688418 | 震有科技 | 0.44% | 3.43 | 90.79 |
| 97 | SH688381 | 帝奥微 | 0.44% | 4.23 | 91.63 |
| 98 | SH688488 | 艾迪药业 | 0.43% | 6.44 | 89.18 |
| 99 | SH688269 | 凯立新材 | 0.43% | 2.64 | 87.84 |
| 100 | SH688512 | 慧智微 | 0.42% | 7.97 | 86.96 |
| 101 | SH688686 | 奥普特 | 0.42% | 0.90 | 86.48 |
| 102 | SH688401 | 路维光电 | 0.42% | 2.48 | 85.89 |
| 103 | SH688182 | 灿勤科技 | 0.41% | 3.07 | 84.64 |
| 104 | SH688298 | 东方生物 | 0.41% | 3.10 | 84.72 |
| 105 | SH688389 | 普门科技 | 0.41% | 6.56 | 84.83 |
| 106 | SH688380 | 中微半导 | 0.40% | 3.08 | 83.31 |
| 107 | SH688677 | 海泰新光 | 0.40% | 2.13 | 82.85 |
| 108 | SH688233 | 神工股份 | 0.40% | 2.58 | 81.97 |
| 109 | SH688209 | 英集芯 | 0.39% | 4.35 | 80.44 |
| 110 | SH688238 | 和元生物 | 0.39% | 13.03 | 80.81 |
| 111 | SH688595 | 芯海科技 | 0.39% | 2.17 | 81.00 |
| 112 | SH688601 | 力芯微 | 0.39% | 2.04 | 81.47 |
| 113 | SH688185 | 康希诺 | 0.39% | 1.37 | 81.53 |
| 114 | SH688275 | 万润新能 | 0.38% | 1.95 | 78.82 |
| 115 | SH688046 | 药康生物 | 0.38% | 5.22 | 78.58 |
| 116 | SH688252 | 天德钰 | 0.37% | 3.14 | 76.69 |
| 117 | SH688133 | 泰坦科技 | 0.37% | 3.34 | 76.93 |
| 118 | SH688155 | 先惠技术 | 0.37% | 1.49 | 77.07 |
| 119 | SH688661 | 和林微纳 | 0.37% | 1.96 | 77.71 |
| 120 | SH688261 | 东微半导 | 0.37% | 1.88 | 77.74 |
| 121 | SH688588 | 凌志软件 | 0.36% | 5.08 | 74.12 |
| 122 | SH688719 | 爱科赛博 | 0.36% | 1.75 | 74.21 |
| 123 | SH688378 | 奥来德 | 0.36% | 4.44 | 74.83 |
| 124 | SH688359 | 三孚新科 | 0.36% | 1.43 | 75.10 |
| 125 | SH688620 | 安凯微 | 0.36% | 6.01 | 75.18 |
| 126 | SH688219 | 会通股份 | 0.36% | 6.01 | 75.47 |
| 127 | SH688733 | 壹石通 | 0.36% | 3.99 | 75.54 |
| 128 | SH688368 | 晶丰明源 | 0.36% | 0.86 | 75.76 |
| 129 | SH688195 | 腾景科技 | 0.36% | 1.69 | 75.92 |
| 130 | SH688653 | 康希通信 | 0.35% | 5.90 | 72.22 |
| 131 | SH688033 | 天宜新材 | 0.35% | 11.45 | 73.40 |
| 132 | SH688087 | 英科再生 | 0.35% | 2.86 | 73.50 |
| 133 | SH688202 | 美迪西 | 0.35% | 2.05 | 73.79 |
| 134 | SH688562 | 航天软件 | 0.34% | 3.82 | 71.50 |
| 135 | SH688626 | 翔宇医疗 | 0.34% | 1.62 | 71.40 |
| 136 | SH688337 | 普源精电 | 0.34% | 2.00 | 71.28 |
| 137 | SH688351 | 微电生理 | 0.34% | 3.61 | 71.07 |
| 138 | SH688085 | 三友医疗 | 0.33% | 3.55 | 68.24 |
| 139 | SH688799 | 华纳药厂 | 0.33% | 1.67 | 68.88 |
| 140 | SH688059 | 华锐精密 | 0.33% | 1.47 | 68.90 |
| 141 | SH688160 | 步科股份 | 0.33% | 0.81 | 69.25 |
| 142 | SH688173 | 希荻微 | 0.33% | 5.08 | 69.48 |
| 143 | SH688259 | 创耀科技 | 0.32% | 1.71 | 67.62 |
| 144 | SH688138 | 清溢光电 | 0.31% | 2.37 | 64.32 |
| 145 | SH688293 | 奥浦迈 | 0.31% | 1.43 | 64.58 |
| 146 | SH688399 | 硕世生物 | 0.31% | 1.29 | 65.26 |
| 147 | SH688579 | 山大地纬 | 0.31% | 5.84 | 65.41 |
| 148 | SH688365 | 光云科技 | 0.31% | 4.31 | 65.68 |
| 149 | SH688253 | 英诺特 | 0.30% | 2.07 | 63.80 |
| 150 | SH688570 | 天玛智控 | 0.30% | 3.08 | 63.06 |
| 151 | SH688356 | 键凯科技 | 0.30% | 0.89 | 63.05 |
| 152 | SH688505 | 复旦张江 | 0.30% | 7.22 | 62.52 |
| 153 | SH688093 | 世华科技 | 0.30% | 2.01 | 62.44 |
| 154 | SH688697 | 纽威数控 | 0.30% | 4.66 | 62.22 |
| 155 | SH688246 | 嘉和美康 | 0.29% | 2.09 | 61.31 |
| 156 | SH688539 | 高华科技 | 0.29% | 2.33 | 61.79 |
| 157 | SH688268 | 华特气体 | 0.29% | 1.24 | 62.04 |
| 158 | SH688315 | 诺禾致源 | 0.28% | 4.26 | 60.12 |
| 159 | SH688290 | 景业智能 | 0.28% | 1.14 | 59.23 |
| 160 | SH688410 | 山外山 | 0.28% | 4.09 | 58.18 |
| 161 | SH688157 | 松井股份 | 0.28% | 1.45 | 57.82 |
| 162 | SH688035 | 德邦科技 | 0.28% | 1.42 | 57.60 |
| 163 | SH688603 | 天承科技 | 0.28% | 1.28 | 56.58 |
| 164 | SH688371 | 菲沃泰 | 0.28% | 3.41 | 56.55 |
| 165 | SH688526 | 科前生物 | 0.27% | 3.57 | 55.63 |
| 166 | SH688348 | 昱能科技 | 0.27% | 1.30 | 56.10 |
| 167 | SH688478 | 晶升股份 | 0.26% | 1.77 | 54.01 |
| 168 | SH688197 | 首药控股 | 0.26% | 1.49 | 54.01 |
| 169 | SH688073 | 毕得医药 | 0.26% | 0.92 | 53.68 |
| 170 | SH688383 | 新益昌 | 0.26% | 1.04 | 52.51 |
| 171 | SH688128 | 中国电研 | 0.25% | 2.05 | 50.37 |
| 172 | SH688581 | 安杰思 | 0.25% | 0.79 | 50.88 |
| 173 | SH688625 | 呈和科技 | 0.25% | 1.67 | 51.27 |
| 174 | SH688376 | 美埃科技 | 0.25% | 1.39 | 51.71 |
| 175 | SH688606 | 奥泰生物 | 0.25% | 0.77 | 51.85 |
| 176 | SH688691 | 灿芯股份 | 0.25% | 0.85 | 52.27 |
| 177 | SH688230 | 芯导科技 | 0.24% | 0.87 | 48.55 |
| 178 | SH688628 | 优利德 | 0.24% | 1.44 | 48.36 |
| 179 | SH688152 | 麒麟信安 | 0.23% | 1.03 | 48.29 |
| 180 | SH688665 | 四方光电 | 0.22% | 1.01 | 45.06 |
| 181 | SH688112 | 鼎阳科技 | 0.22% | 1.23 | 45.17 |
| 182 | SH688231 | 隆达股份 | 0.22% | 2.55 | 46.03 |
| 183 | SH688699 | 明微电子 | 0.22% | 1.43 | 46.09 |
| 184 | SH688523 | 航天环宇 | 0.21% | 2.05 | 44.17 |
| 185 | SH688602 | 康鹏科技 | 0.21% | 5.26 | 44.06 |
| 186 | SH688391 | 钜泉科技 | 0.21% | 1.43 | 42.68 |
| 187 | SH688566 | 吉贝尔 | 0.20% | 1.50 | 40.85 |
| 188 | SH688334 | 西高院 | 0.20% | 2.43 | 41.72 |
| 189 | SH688576 | 西山科技 | 0.19% | 0.63 | 39.89 |
| 190 | SH688429 | 时创能源 | 0.18% | 2.61 | 38.00 |
| 191 | SH688075 | 安旭生物 | 0.17% | 0.95 | 36.48 |
| 192 | SH688151 | 华强科技 | 0.17% | 1.29 | 36.43 |
| 193 | SH688247 | 宣泰医药 | 0.17% | 3.47 | 35.80 |
| 194 | SH688101 | 三达膜 | 0.17% | 2.55 | 35.53 |
| 195 | SH688459 | 哈铁科技 | 0.17% | 3.68 | 35.33 |
| 196 | SH688569 | 铁科轨道 | 0.16% | 1.60 | 32.97 |
| 197 | SH688533 | 上声电子 | 0.16% | 1.25 | 33.72 |
| 198 | SH688489 | 三未信安 | 0.16% | 0.84 | 33.98 |
| 199 | SH688496 | 清越科技 | 0.15% | 3.43 | 31.91 |
| 200 | SH688775 | 影石创新 | 0.14% | 0.18 | 29.49 |
| 201 | SH688236 | 春立医疗 | 0.13% | 1.44 | 26.91 |
| 202 | SH603400 | 华之杰 | 0.02% | 0.06 | 3.03 |
| 203 | SH603120 | 肯特催化 | 0.00% | 0.01 | 0.21 |
| 204 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.23 |
| 205 | SH603202 | 天有为 | 0.00% | 0.00 | 0.30 |
| 206 | SH603014 | 威高血净 | 0.00% | 0.01 | 0.35 |
| 207 | SH603210 | 泰鸿万立 | 0.00% | 0.03 | 0.43 |
| 208 | SH688755 | 汉邦科技 | 0.00% | 0.02 | 0.76 |
2025-03-31 持仓
25Q1 分析 →
共 10 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 | SH688116 | 天奈科技 | 2.03% | 10.52 | 448.77 |
| 2 | SH688158 | 优刻得 | 1.29% | 10.98 | 285.44 |
| 3 | SH688596 | 正帆科技 | 1.24% | 7.02 | 274.31 |
| 4 | SH688123 | 聚辰股份 | 1.23% | 3.35 | 271.54 |
| 5 | SH688262 | 国芯科技 | 0.95% | 7.12 | 208.70 |
| 6 | SH688766 | 普冉股份 | 0.95% | 1.90 | 208.52 |
| 7 | SH688696 | 极米科技 | 0.92% | 1.52 | 203.13 |
| 8 | SH688332 | 中科蓝讯 | 0.91% | 1.49 | 202.13 |
| 9 | SH688382 | 益方生物 | 0.91% | 10.51 | 200.58 |
| 10 | SH688591 | 泰凌微 | 0.89% | 4.36 | 197.27 |