2025-12-31 持仓
25Q4 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 | SH688111 | 金山办公 | 9.33% | 78.44 | 24088.26 |
| 2 | SH688008 | 澜起科技 | 8.87% | 194.36 | 22895.53 |
| 3 | SH688256 | 寒武纪 | 8.86% | 16.92 | 22868.17 |
| 4 | SH688521 | 芯原股份 | 8.83% | 166.23 | 22768.19 |
| 5 | SH688169 | 石头科技 | 5.51% | 93.51 | 14218.81 |
| 6 | SH688099 | 晶晨股份 | 5.15% | 152.22 | 13277.87 |
| 7 | SH688385 | 复旦微电 | 4.81% | 168.42 | 12412.48 |
| 8 | SH688608 | 恒玄科技 | 4.68% | 53.26 | 12086.51 |
| 9 | SH688568 | 中科星图 | 4.17% | 182.42 | 10762.55 |
| 10 | SH688343 | 云天励飞 | 3.34% | 113.53 | 8637.54 |
2025-09-30 持仓
25Q3 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 | SH688008 | 澜起科技 | 11.88% | 190.94 | 29558.04 |
| 2 | SH688521 | 芯原股份 | 10.05% | 136.77 | 25029.96 |
| 3 | SH688256 | 寒武纪 | 9.12% | 17.14 | 22708.48 |
| 4 | SH688111 | 金山办公 | 8.84% | 69.56 | 22009.86 |
| 5 | SH688169 | 石头科技 | 6.78% | 80.48 | 16884.24 |
| 6 | SH688099 | 晶晨股份 | 5.87% | 131.43 | 14612.44 |
| 7 | SH688608 | 恒玄科技 | 5.42% | 45.37 | 13497.66 |
| 8 | SH688343 | 云天励飞 | 3.45% | 97.05 | 8586.85 |
| 9 | SH688385 | 复旦微电 | 3.36% | 125.74 | 8381.00 |
| 10 | SH688018 | 乐鑫科技 | 3.19% | 36.65 | 7947.23 |
2025-06-30 持仓
25Q2 分析 →
共 39 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 | SH688008 | 澜起科技 | 9.29% | 161.07 | 13207.65 |
| 2 | SH688256 | 寒武纪 | 9.29% | 21.95 | 13207.12 |
| 3 | SH688111 | 金山办公 | 9.09% | 46.24 | 12927.45 |
| 4 | SH688521 | 芯原股份 | 7.59% | 111.82 | 10790.78 |
| 5 | SH688169 | 石头科技 | 7.29% | 66.14 | 10353.63 |
| 6 | SH688608 | 恒玄科技 | 6.58% | 26.90 | 9362.12 |
| 7 | SH688099 | 晶晨股份 | 5.38% | 107.58 | 7639.15 |
| 8 | SH688385 | 复旦微电 | 3.56% | 102.73 | 5061.51 |
| 9 | SH688568 | 中科星图 | 3.27% | 129.15 | 4650.94 |
| 10 | SH688208 | 道通科技 | 3.21% | 149.38 | 4570.97 |
| 11 | SH688018 | 乐鑫科技 | 3.08% | 29.91 | 4368.81 |
| 12 | SH688343 | 云天励飞 | 2.75% | 79.29 | 3918.31 |
| 13 | SH688322 | 奥比中光 | 2.65% | 63.78 | 3763.94 |
| 14 | SH688088 | 虹软科技 | 2.59% | 76.45 | 3688.68 |
| 15 | SH688327 | 云从科技 | 2.57% | 265.03 | 3654.79 |
| 16 | SH688561 | 奇安信 | 2.09% | 87.42 | 2970.64 |
| 17 | SH688158 | 优刻得 | 1.85% | 116.70 | 2639.74 |
| 18 | SH688400 | 凌云光 | 1.42% | 73.52 | 2027.05 |
| 19 | SH688100 | 威胜信息 | 1.23% | 46.99 | 1740.87 |
| 20 | SH688475 | 萤石网络 | 1.11% | 50.30 | 1585.41 |
| 21 | SH688615 | 合合信息 | 1.03% | 9.25 | 1460.98 |
| 22 | SH688107 | 安路科技 | 1.02% | 51.37 | 1450.50 |
| 23 | SH688003 | 天准科技 | 1.00% | 30.81 | 1414.00 |
| 24 | SH688066 | 航天宏图 | 0.92% | 66.75 | 1306.84 |
| 25 | SH688225 | 亚信安全 | 0.91% | 63.67 | 1298.20 |
| 26 | SH688031 | 星环科技 | 0.89% | 27.12 | 1264.88 |
| 27 | SH688232 | 新点软件 | 0.89% | 42.17 | 1266.69 |
| 28 | SH688095 | 福昕软件 | 0.84% | 17.55 | 1191.40 |
| 29 | SH688686 | 奥普特 | 0.77% | 11.50 | 1100.48 |
| 30 | SH688595 | 芯海科技 | 0.71% | 27.25 | 1018.59 |
| 31 | SH603120 | 肯特催化 | 0.00% | 0.01 | 0.21 |
| 32 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.23 |
| 33 | SH603257 | 中国瑞林 | 0.00% | 0.01 | 0.28 |
| 34 | SH603124 | 江南新材 | 0.00% | 0.01 | 0.39 |
| 35 | SH603210 | 泰鸿万立 | 0.00% | 0.03 | 0.43 |
| 36 | SH603014 | 威高血净 | 0.00% | 0.02 | 0.64 |
| 37 | SH688755 | 汉邦科技 | 0.00% | 0.02 | 0.76 |
| 38 | SH688757 | 胜科纳米 | 0.00% | 0.05 | 1.32 |
| 39 | SH603202 | 天有为 | 0.00% | 0.02 | 1.43 |
2025-03-31 持仓
25Q1 分析 →
共 11 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 | SH688008 | 澜起科技 | 9.93% | 167.24 | 13091.30 |
| 2 | SH688521 | 芯原股份 | 8.55% | 106.34 | 11271.90 |
| 3 | SH688169 | 石头科技 | 8.27% | 44.85 | 10906.27 |
| 4 | SH688256 | 寒武纪 | 8.20% | 17.35 | 10809.38 |
| 5 | SH688111 | 金山办公 | 8.09% | 35.68 | 10673.99 |
| 6 | SH688608 | 恒玄科技 | 6.73% | 21.83 | 8871.52 |
| 7 | SH688099 | 晶晨股份 | 6.43% | 101.60 | 8478.66 |
| 8 | SH688018 | 乐鑫科技 | 3.55% | 20.42 | 4687.82 |
| 9 | SH688568 | 中科星图 | 3.40% | 82.40 | 4482.74 |
| 10 | SH688385 | 复旦微电 | 3.35% | 97.24 | 4425.50 |
| 11 | SH688343 | 云天励飞 | 0.78% | 5.56 | 254.59 |