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 | SH688072 | 拓荆科技 | 9.58% | 106.72 | 35217.87 |
| 2 | SH688120 | 华海清科 | 9.16% | 224.30 | 33663.39 |
| 3 | SH688126 | 沪硅产业 | 8.93% | 1516.76 | 32822.79 |
| 4 | SH688012 | 中微公司 | 8.18% | 110.33 | 30089.22 |
| 5 | SH688361 | 中科飞测 | 7.93% | 190.66 | 29169.47 |
| 6 | SH688019 | 安集科技 | 6.33% | 106.81 | 23276.21 |
| 7 | SH688037 | 芯源微 | 5.91% | 146.21 | 21712.93 |
| 8 | SH688234 | 天岳先进 | 4.70% | 194.54 | 17290.98 |
| 9 | SH688200 | 华峰测控 | 4.45% | 85.93 | 16342.85 |
| 10 | SH688082 | 盛美上海 | 4.17% | 87.03 | 15320.75 |
2025-09-30 持仓
25Q3 分析 →
共 16 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 | SH688012 | 中微公司 | 10.28% | 95.89 | 28670.53 |
| 2 | SH688120 | 华海清科 | 9.75% | 164.61 | 27192.45 |
| 3 | SH688072 | 拓荆科技 | 9.38% | 100.51 | 26149.76 |
| 4 | SH688126 | 沪硅产业 | 8.64% | 933.68 | 24088.86 |
| 5 | SH688019 | 安集科技 | 6.93% | 84.70 | 19348.33 |
| 6 | SH688361 | 中科飞测 | 6.71% | 161.35 | 18720.79 |
| 7 | SH688037 | 芯源微 | 6.19% | 115.90 | 17269.56 |
| 8 | SH688082 | 盛美上海 | 4.59% | 63.43 | 12801.41 |
| 9 | SH688200 | 华峰测控 | 4.35% | 58.32 | 12147.73 |
| 10 | SH688234 | 天岳先进 | 3.63% | 123.34 | 10133.13 |
| 11 | SH688549 | 中巨芯 | 1.51% | 423.88 | 4204.90 |
| 12 | SH688233 | 神工股份 | 1.33% | 73.25 | 3718.77 |
| 13 | SH688432 | 有研硅 | 1.32% | 269.46 | 3678.11 |
| 14 | SH688605 | 先锋精科 | 0.77% | 29.10 | 2159.81 |
| 15 | SH688721 | 龙图光罩 | 0.37% | 19.19 | 1032.48 |
| 16 | SH688419 | 耐科装备 | 0.28% | 24.52 | 774.30 |
2025-06-30 持仓
25Q2 分析 →
共 34 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 | SH688120 | 华海清科 | 9.78% | 14.60 | 2463.70 |
| 2 | SH688012 | 中微公司 | 9.17% | 12.68 | 2311.23 |
| 3 | SH688126 | 沪硅产业 | 9.16% | 123.33 | 2308.77 |
| 4 | SH688072 | 拓荆科技 | 8.12% | 13.31 | 2046.01 |
| 5 | SH688361 | 中科飞测 | 7.12% | 21.32 | 1794.71 |
| 6 | SH688019 | 安集科技 | 6.74% | 11.19 | 1698.29 |
| 7 | SH688037 | 芯源微 | 6.52% | 15.31 | 1641.64 |
| 8 | SH688200 | 华峰测控 | 4.43% | 7.73 | 1115.20 |
| 9 | SH688082 | 盛美上海 | 3.80% | 8.40 | 957.02 |
| 10 | SH688234 | 天岳先进 | 3.80% | 16.36 | 957.73 |
| 11 | SH688409 | 富创精密 | 3.18% | 14.57 | 801.53 |
| 12 | SH688981 | 中芯国际 | 2.82% | 8.06 | 710.20 |
| 13 | SH688106 | 金宏气体 | 1.96% | 27.52 | 492.35 |
| 14 | SH688652 | 京仪装备 | 1.81% | 8.00 | 458.24 |
| 15 | SH688146 | 中船特气 | 1.74% | 15.11 | 436.99 |
| 16 | SH688549 | 中巨芯 | 1.73% | 56.24 | 435.28 |
| 17 | SH688535 | 华海诚科 | 1.57% | 4.61 | 396.03 |
| 18 | SH688432 | 有研硅 | 1.56% | 35.62 | 393.23 |
| 19 | SH688584 | 上海合晶 | 1.35% | 19.00 | 339.69 |
| 20 | SH688233 | 神工股份 | 1.23% | 9.73 | 308.94 |
| 21 | SH688661 | 和林微纳 | 1.14% | 7.23 | 287.43 |
| 22 | SH688605 | 先锋精科 | 0.96% | 3.85 | 241.34 |
| 23 | SH688720 | 艾森股份 | 0.85% | 5.04 | 215.35 |
| 24 | SH688001 | 华兴源创 | 0.85% | 8.47 | 214.21 |
| 25 | SH688478 | 晶升股份 | 0.80% | 6.58 | 201.47 |
| 26 | SH688383 | 新益昌 | 0.78% | 3.88 | 197.29 |
| 27 | SH688721 | 龙图光罩 | 0.46% | 2.54 | 114.35 |
| 28 | SH688419 | 耐科装备 | 0.34% | 2.34 | 87.13 |
| 29 | SH688355 | 明志科技 | 0.33% | 4.71 | 82.83 |
| 30 | SH688530 | 欧莱新材 | 0.29% | 4.57 | 75.25 |
| 31 | SH688775 | 影石创新 | 0.01% | 0.02 | 2.44 |
| 32 | SH603049 | 中策橡胶 | 0.00% | 0.01 | 0.46 |
| 33 | SH603400 | 华之杰 | 0.00% | 0.01 | 0.24 |
| 34 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.23 |
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 | SH688120 | 华海清科 | 2.93% | 9.62 | 1590.60 |
| 2 | SH688126 | 沪硅产业 | 2.80% | 81.98 | 1522.30 |
| 3 | SH688012 | 中微公司 | 2.80% | 8.27 | 1525.16 |
| 4 | SH688072 | 拓荆科技 | 2.79% | 9.62 | 1515.57 |
| 5 | SH688037 | 芯源微 | 2.01% | 11.12 | 1092.97 |
| 6 | SH688361 | 中科飞测 | 1.94% | 13.27 | 1054.34 |
| 7 | SH688019 | 安集科技 | 1.93% | 6.25 | 1050.45 |
| 8 | SH688200 | 华峰测控 | 1.48% | 5.61 | 806.03 |
| 9 | SH688234 | 天岳先进 | 1.36% | 11.88 | 736.85 |
| 10 | SH688409 | 富创精密 | 1.18% | 10.65 | 642.67 |