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 | 9.34% | 111.64 | 34282.56 |
| 2 | SH688256 | 寒武纪 | 8.88% | 24.05 | 32609.61 |
| 3 | SH688008 | 澜起科技 | 8.88% | 276.69 | 32593.47 |
| 4 | SH688521 | 芯原股份 | 8.83% | 236.50 | 32393.98 |
| 5 | SH688169 | 石头科技 | 5.52% | 133.18 | 20251.62 |
| 6 | SH688099 | 晶晨股份 | 5.15% | 216.48 | 18883.50 |
| 7 | SH688385 | 复旦微电 | 4.85% | 241.56 | 17803.03 |
| 8 | SH688608 | 恒玄科技 | 4.69% | 75.87 | 17217.00 |
| 9 | SH688568 | 中科星图 | 4.17% | 259.61 | 15316.73 |
| 10 | SH688343 | 云天励飞 | 3.34% | 161.39 | 12278.02 |
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 | 11.74% | 56.10 | 8683.23 |
| 2 | SH688521 | 芯原股份 | 10.03% | 40.53 | 7415.58 |
| 3 | SH688256 | 寒武纪 | 9.17% | 5.12 | 6778.37 |
| 4 | SH688111 | 金山办公 | 8.81% | 20.58 | 6512.20 |
| 5 | SH688169 | 石头科技 | 6.59% | 23.24 | 4874.92 |
| 6 | SH688099 | 晶晨股份 | 5.88% | 39.08 | 4345.47 |
| 7 | SH688608 | 恒玄科技 | 4.54% | 11.30 | 3360.30 |
| 8 | SH688343 | 云天励飞 | 3.44% | 28.76 | 2544.60 |
| 9 | SH688385 | 复旦微电 | 3.36% | 37.28 | 2484.84 |
| 10 | SH688018 | 乐鑫科技 | 3.20% | 10.91 | 2365.34 |
2025-06-30 持仓
25Q2 分析 →
共 33 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 | 9.32% | 1.34 | 803.77 |
| 2 | SH688008 | 澜起科技 | 9.24% | 9.72 | 796.65 |
| 3 | SH688111 | 金山办公 | 9.02% | 2.77 | 777.15 |
| 4 | SH688521 | 芯原股份 | 7.55% | 6.75 | 651.09 |
| 5 | SH688169 | 石头科技 | 7.24% | 3.98 | 623.67 |
| 6 | SH688608 | 恒玄科技 | 6.49% | 1.61 | 559.58 |
| 7 | SH688099 | 晶晨股份 | 5.34% | 6.48 | 460.38 |
| 8 | SH688385 | 复旦微电 | 3.54% | 6.20 | 305.56 |
| 9 | SH688568 | 中科星图 | 3.26% | 7.79 | 280.51 |
| 10 | SH688208 | 道通科技 | 3.20% | 9.03 | 276.27 |
| 11 | SH688018 | 乐鑫科技 | 3.06% | 1.80 | 263.44 |
| 12 | SH688343 | 云天励飞 | 2.75% | 4.79 | 236.42 |
| 13 | SH688322 | 奥比中光 | 2.63% | 3.85 | 227.14 |
| 14 | SH688088 | 虹软科技 | 2.59% | 4.64 | 223.47 |
| 15 | SH688327 | 云从科技 | 2.56% | 15.99 | 220.50 |
| 16 | SH688561 | 奇安信 | 2.08% | 5.27 | 179.24 |
| 17 | SH688158 | 优刻得 | 1.84% | 7.02 | 158.91 |
| 18 | SH688400 | 凌云光 | 1.42% | 4.44 | 122.29 |
| 19 | SH688100 | 威胜信息 | 1.22% | 2.84 | 105.17 |
| 20 | SH688475 | 萤石网络 | 1.11% | 3.03 | 95.53 |
| 21 | SH688107 | 安路科技 | 1.01% | 3.09 | 87.13 |
| 22 | SH688003 | 天准科技 | 0.99% | 1.85 | 85.20 |
| 23 | SH688615 | 合合信息 | 0.96% | 0.52 | 82.67 |
| 24 | SH688066 | 航天宏图 | 0.91% | 4.02 | 78.77 |
| 25 | SH688225 | 亚信安全 | 0.91% | 3.85 | 78.48 |
| 26 | SH688031 | 星环科技 | 0.88% | 1.63 | 76.32 |
| 27 | SH688232 | 新点软件 | 0.88% | 2.54 | 76.29 |
| 28 | SH688095 | 福昕软件 | 0.84% | 1.06 | 71.95 |
| 29 | SH688686 | 奥普特 | 0.79% | 0.71 | 68.04 |
| 30 | SH688595 | 芯海科技 | 0.71% | 1.63 | 61.15 |
| 31 | SH688775 | 影石创新 | 0.01% | 0.01 | 0.99 |
| 32 | SH603400 | 华之杰 | 0.00% | 0.00 | 0.19 |
| 33 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.16 |