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 | SH688249 | 晶合集成 | 5.09% | 33.29 | 1104.76 |
| 2 | SH688469 | 芯联集成 | 4.90% | 158.92 | 1063.15 |
| 3 | SH688387 | 信科移动 | 3.93% | 66.05 | 852.12 |
| 4 | SH688223 | 晶科能源 | 3.57% | 137.49 | 775.49 |
| 5 | SH688599 | 天合光能 | 3.47% | 45.46 | 752.28 |
| 6 | SH688538 | 和辉光电 | 3.29% | 267.88 | 712.57 |
| 7 | SH688187 | 时代电气 | 3.03% | 12.80 | 656.42 |
| 8 | SH688005 | 容百科技 | 2.80% | 17.15 | 607.08 |
| 9 | SH688301 | 奕瑞科技 | 2.40% | 5.15 | 520.71 |
| 10 | SH688772 | 珠海冠宇 | 2.36% | 23.74 | 511.22 |
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 | SH688469 | 芯联集成 | 6.72% | 267.15 | 1757.84 |
| 2 | SH688249 | 晶合集成 | 5.74% | 43.07 | 1500.96 |
| 3 | SH688599 | 天合光能 | 4.40% | 66.26 | 1150.95 |
| 4 | SH688472 | 阿特斯 | 3.71% | 72.38 | 972.80 |
| 5 | SH688538 | 和辉光电 | 3.32% | 298.74 | 866.33 |
| 6 | SH688772 | 珠海冠宇 | 3.14% | 34.56 | 822.13 |
| 7 | SH688187 | 时代电气 | 2.87% | 14.26 | 750.51 |
| 8 | SH688567 | 孚能科技 | 2.44% | 29.89 | 639.31 |
| 9 | SH688333 | 铂力特 | 2.35% | 8.05 | 614.19 |
| 10 | SH688778 | 厦钨新能 | 2.30% | 7.17 | 601.81 |
2025-06-30 持仓
25Q2 分析 →
共 100 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 | SH688469 | 芯联集成 | 6.44% | 1075.26 | 5128.95 |
| 2 | SH688599 | 天合光能 | 4.95% | 271.35 | 3942.67 |
| 3 | SH688249 | 晶合集成 | 4.48% | 176.41 | 3575.73 |
| 4 | SH688538 | 和辉光电 | 3.59% | 1222.62 | 2860.93 |
| 5 | SH688472 | 阿特斯 | 3.40% | 296.42 | 2712.26 |
| 6 | SH688187 | 时代电气 | 3.13% | 58.42 | 2491.67 |
| 7 | SH688772 | 珠海冠宇 | 2.54% | 141.26 | 2018.62 |
| 8 | SH688333 | 铂力特 | 2.46% | 32.91 | 1959.90 |
| 9 | SH688567 | 孚能科技 | 2.22% | 122.30 | 1773.37 |
| 10 | SH688387 | 信科移动 | 2.14% | 300.98 | 1700.53 |
| 11 | SH688425 | 铁建重工 | 1.84% | 360.29 | 1469.95 |
| 12 | SH688559 | 海目星 | 1.80% | 43.45 | 1429.53 |
| 13 | SH688289 | 圣湘生物 | 1.79% | 69.55 | 1424.40 |
| 14 | SH688778 | 厦钨新能 | 1.72% | 24.46 | 1367.87 |
| 15 | SH688326 | 经纬恒润 | 1.50% | 13.44 | 1199.58 |
| 16 | SH688591 | 泰凌微 | 1.48% | 24.66 | 1181.51 |
| 17 | SH688548 | 广钢气体 | 1.40% | 110.77 | 1109.94 |
| 18 | SH688499 | 利元亨 | 1.38% | 26.31 | 1094.66 |
| 19 | SH688518 | 联赢激光 | 1.38% | 53.68 | 1094.66 |
| 20 | SH688063 | 派能科技 | 1.36% | 24.06 | 1084.86 |
| 21 | SH688299 | 长阳科技 | 1.28% | 51.77 | 1023.47 |
| 22 | SH688167 | 炬光科技 | 1.25% | 12.39 | 1000.07 |
| 23 | SH688106 | 金宏气体 | 1.20% | 53.17 | 951.31 |
| 24 | SH688779 | 五矿新能 | 1.20% | 174.86 | 951.21 |
| 25 | SH688146 | 中船特气 | 1.19% | 32.78 | 947.75 |
| 26 | SH688007 | 光峰科技 | 1.13% | 62.25 | 900.23 |
| 27 | SH688131 | 皓元医药 | 1.11% | 18.39 | 889.45 |
| 28 | SH688097 | 博众精工 | 1.04% | 29.89 | 834.08 |
| 29 | SH688739 | 成大生物 | 1.04% | 31.49 | 831.40 |
| 30 | SH688819 | 天能股份 | 0.89% | 25.60 | 710.75 |
| 31 | SH688550 | 瑞联新材 | 0.82% | 15.13 | 651.01 |
| 32 | SH688519 | 南亚新材 | 0.80% | 14.15 | 633.91 |
| 33 | SH688025 | 杰普特 | 0.79% | 8.80 | 629.18 |
| 34 | SH688222 | 成都先导 | 0.77% | 37.91 | 609.54 |
| 35 | SH688232 | 新点软件 | 0.76% | 20.16 | 605.48 |
| 36 | SH688658 | 悦康药业 | 0.75% | 31.42 | 598.18 |
| 37 | SH688553 | 汇宇制药 | 0.75% | 36.62 | 596.61 |
| 38 | SH688570 | 天玛智控 | 0.74% | 28.85 | 590.79 |
| 39 | SH688513 | 苑东生物 | 0.73% | 14.17 | 582.14 |
| 40 | SH688626 | 翔宇医疗 | 0.73% | 13.21 | 581.81 |
| 41 | SH688458 | 美芯晟 | 0.71% | 12.07 | 569.36 |
| 42 | SH688168 | 安博通 | 0.71% | 8.02 | 568.55 |
| 43 | SH688552 | 航天南湖 | 0.68% | 13.68 | 546.13 |
| 44 | SH688381 | 帝奥微 | 0.67% | 24.90 | 539.27 |
| 45 | SH688015 | 交控科技 | 0.66% | 25.25 | 526.31 |
| 46 | SH688209 | 英集芯 | 0.63% | 27.17 | 501.88 |
| 47 | SH688133 | 泰坦科技 | 0.62% | 21.49 | 494.68 |
| 48 | SH688001 | 华兴源创 | 0.59% | 18.60 | 470.15 |
| 49 | SH688275 | 万润新能 | 0.56% | 11.10 | 449.92 |
| 50 | SH688788 | 科思科技 | 0.56% | 9.84 | 449.35 |
| 51 | SH688267 | 中触媒 | 0.56% | 15.50 | 446.22 |
| 52 | SH688199 | 久日新材 | 0.56% | 18.79 | 443.48 |
| 53 | SH688207 | 格灵深瞳 | 0.55% | 28.93 | 436.79 |
| 54 | SH688337 | 普源精电 | 0.55% | 12.26 | 437.00 |
| 55 | SH688219 | 会通股份 | 0.55% | 34.83 | 437.13 |
| 56 | SH688151 | 华强科技 | 0.55% | 15.55 | 438.30 |
| 57 | SH688488 | 艾迪药业 | 0.50% | 29.12 | 403.25 |
| 58 | SH688579 | 山大地纬 | 0.50% | 35.61 | 398.48 |
| 59 | SH688202 | 美迪西 | 0.47% | 10.45 | 375.57 |
| 60 | SH688238 | 和元生物 | 0.47% | 59.84 | 371.02 |
| 61 | SH688399 | 硕世生物 | 0.46% | 7.21 | 364.35 |
| 62 | SH688315 | 诺禾致源 | 0.44% | 24.56 | 346.77 |
| 63 | SH688371 | 菲沃泰 | 0.43% | 20.77 | 343.87 |
| 64 | SH688410 | 山外山 | 0.42% | 23.66 | 335.88 |
| 65 | SH688468 | 科美诊断 | 0.42% | 45.33 | 333.67 |
| 66 | SH688201 | 信安世纪 | 0.41% | 25.23 | 326.80 |
| 67 | SH688162 | 巨一科技 | 0.40% | 11.81 | 321.56 |
| 68 | SH688077 | 大地熊 | 0.40% | 9.99 | 319.45 |
| 69 | SH688073 | 毕得医药 | 0.39% | 5.36 | 310.80 |
| 70 | SH688055 | 龙腾光电 | 0.38% | 81.18 | 300.37 |
| 71 | SH688356 | 键凯科技 | 0.37% | 4.17 | 294.40 |
| 72 | SH688170 | 德龙激光 | 0.37% | 11.81 | 297.64 |
| 73 | SH688307 | 中润光学 | 0.36% | 10.21 | 290.50 |
| 74 | SH688293 | 奥浦迈 | 0.36% | 6.32 | 284.56 |
| 75 | SH688022 | 瀚川智能 | 0.35% | 18.65 | 276.36 |
| 76 | SH688580 | 伟思医疗 | 0.33% | 5.77 | 268.24 |
| 77 | SH688391 | 钜泉科技 | 0.33% | 8.82 | 261.86 |
| 78 | SH688020 | 方邦股份 | 0.31% | 6.69 | 253.31 |
| 79 | SH688602 | 康鹏科技 | 0.30% | 28.96 | 242.64 |
| 80 | SH688175 | 高凌信息 | 0.29% | 11.65 | 236.84 |
| 81 | SH688096 | 京源环保 | 0.29% | 15.19 | 231.13 |
| 82 | SH688328 | 深科达 | 0.28% | 10.08 | 228.20 |
| 83 | SH688557 | 兰剑智能 | 0.28% | 7.58 | 226.98 |
| 84 | SH688061 | 灿瑞科技 | 0.28% | 6.87 | 225.37 |
| 85 | SH688132 | 邦彦技术 | 0.28% | 10.88 | 220.72 |
| 86 | SH688489 | 三未信安 | 0.28% | 5.34 | 217.06 |
| 87 | SH688592 | 司南导航 | 0.27% | 4.54 | 210.11 |
| 88 | SH688496 | 清越科技 | 0.27% | 23.03 | 214.15 |
| 89 | SH688357 | 建龙微纳 | 0.26% | 7.22 | 207.79 |
| 90 | SH688569 | 铁科轨道 | 0.25% | 9.62 | 198.25 |
| 91 | SH688156 | 路德环境 | 0.24% | 11.34 | 191.74 |
| 92 | SH688310 | 迈得医疗 | 0.24% | 12.68 | 186.93 |
| 93 | SH688633 | 星球石墨 | 0.23% | 6.70 | 182.35 |
| 94 | SH688273 | 麦澜德 | 0.22% | 5.69 | 171.89 |
| 95 | SH688038 | 中科通达 | 0.22% | 11.12 | 176.62 |
| 96 | SH688551 | 科威尔 | 0.19% | 5.25 | 154.34 |
| 97 | SH688109 | 品茗科技 | 0.18% | 4.53 | 141.02 |
| 98 | SH688355 | 明志科技 | 0.17% | 7.82 | 137.43 |
| 99 | SH688045 | 必易微 | 0.17% | 3.91 | 134.78 |
| 100 | SH688004 | 博汇科技 | 0.16% | 6.61 | 131.62 |
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 | SH688223 | 晶科能源 | 1.99% | 420.08 | 2873.37 |
| 2 | SH688187 | 时代电气 | 1.94% | 58.13 | 2781.72 |
| 3 | SH688608 | 恒玄科技 | 1.64% | 6.20 | 2357.83 |
| 4 | SH688538 | 和辉光电 | 1.56% | 1008.14 | 2238.07 |
| 5 | SH688469 | 芯联集成 | 1.47% | 430.61 | 2118.57 |
| 6 | SH688009 | 中国通号 | 1.46% | 365.86 | 2107.36 |
| 7 | SH688599 | 天合光能 | 1.42% | 115.28 | 2031.21 |
| 8 | SH688099 | 晶晨股份 | 1.36% | 24.29 | 1955.04 |
| 9 | SH688387 | 信科移动 | 1.29% | 330.31 | 1859.68 |
| 10 | SH688249 | 晶合集成 | 1.26% | 82.66 | 1816.00 |