2026-03-31 持仓
26Q1 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 | SH688521 | 芯原股份 | 9.59% | 22.40 | 4531.70 |
| 2 | SH688256 | 寒武纪 | 9.54% | 4.59 | 4509.32 |
| 3 | SH688008 | 澜起科技 | 9.24% | 34.86 | 4366.96 |
| 4 | SH688111 | 金山办公 | 9.08% | 18.38 | 4291.81 |
| 5 | SH688099 | 晶晨股份 | 4.95% | 29.52 | 2337.96 |
| 6 | SH688385 | 复旦微电 | 4.64% | 32.94 | 2194.78 |
| 7 | SH688169 | 石头科技 | 4.61% | 18.16 | 2178.94 |
| 8 | SH688568 | 中科星图 | 4.57% | 35.40 | 2159.35 |
| 9 | SH688608 | 恒玄科技 | 3.85% | 10.35 | 1817.67 |
| 10 | SH688343 | 云天励飞 | 3.47% | 22.01 | 1641.69 |
| 11 | SH688795 | 摩尔线程 | 0.33% | 0.39 | 154.95 |
| 12 | SH688790 | 昂瑞微 | 0.05% | 0.23 | 23.58 |
| 13 | SH688781 | 视涯科技 | 0.03% | 0.51 | 15.05 |
| 14 | SH688809 | 强一股份 | 0.02% | 0.03 | 7.15 |
| 15 | SH603459 | 红板科技 | 0.01% | 0.33 | 5.84 |
2025-12-31 持仓
25Q4 分析 →
共 42 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 | 9.30% | 32.62 | 10015.98 |
| 2 | SH688256 | 寒武纪 | 8.85% | 7.03 | 9525.72 |
| 3 | SH688008 | 澜起科技 | 8.85% | 80.93 | 9533.39 |
| 4 | SH688521 | 芯原股份 | 8.79% | 69.10 | 9464.52 |
| 5 | SH688169 | 石头科技 | 5.49% | 38.91 | 5916.84 |
| 6 | SH688099 | 晶晨股份 | 5.12% | 63.25 | 5517.16 |
| 7 | SH688385 | 复旦微电 | 4.83% | 70.58 | 5201.46 |
| 8 | SH688608 | 恒玄科技 | 4.67% | 22.17 | 5030.53 |
| 9 | SH688568 | 中科星图 | 4.16% | 75.85 | 4474.89 |
| 10 | SH688343 | 云天励飞 | 3.33% | 47.15 | 3587.23 |
| 11 | SH688322 | 奥比中光 | 3.14% | 37.65 | 3376.17 |
| 12 | SH688208 | 道通科技 | 3.01% | 88.06 | 3240.76 |
| 13 | SH688018 | 乐鑫科技 | 2.97% | 18.83 | 3200.34 |
| 14 | SH688615 | 合合信息 | 2.78% | 13.14 | 2990.47 |
| 15 | SH688327 | 云从科技 | 2.60% | 194.95 | 2801.50 |
| 16 | SH688088 | 虹软科技 | 2.08% | 45.18 | 2236.62 |
| 17 | SH688158 | 优刻得 | 1.79% | 68.53 | 1924.88 |
| 18 | SH688400 | 凌云光 | 1.70% | 43.27 | 1833.65 |
| 19 | SH688561 | 奇安信 | 1.69% | 51.23 | 1822.71 |
| 20 | SH688031 | 星环科技 | 1.60% | 15.92 | 1722.13 |
| 21 | SH688100 | 威胜信息 | 1.01% | 27.69 | 1088.20 |
| 22 | SH688003 | 天准科技 | 1.00% | 18.24 | 1074.26 |
| 23 | SH688095 | 福昕软件 | 0.85% | 10.29 | 918.58 |
| 24 | SH688787 | 海天瑞声 | 0.85% | 7.93 | 919.44 |
| 25 | SH688475 | 萤石网络 | 0.83% | 29.57 | 890.22 |
| 26 | SH688686 | 奥普特 | 0.79% | 6.88 | 854.47 |
| 27 | SH688107 | 安路科技 | 0.76% | 30.10 | 818.08 |
| 28 | SH688225 | 亚信安全 | 0.68% | 37.54 | 728.37 |
| 29 | SH688232 | 新点软件 | 0.56% | 24.18 | 600.07 |
| 30 | SH688583 | 思看科技 | 0.43% | 4.98 | 464.21 |
| 31 | SH688795 | 摩尔线程 | 0.15% | 0.39 | 163.79 |
| 32 | SH688790 | 昂瑞微 | 0.03% | 0.23 | 27.15 |
| 33 | SH603092 | 德力佳 | 0.00% | 0.01 | 0.81 |
| 34 | SH603376 | 大明电子 | 0.00% | 0.01 | 0.29 |
| 35 | SH603248 | 锡华科技 | 0.00% | 0.03 | 0.42 |
| 36 | SH603175 | 超颖电子 | 0.00% | 0.02 | 0.82 |
| 37 | SH688805 | 健信超导 | 0.00% | 0.03 | 0.86 |
| 38 | SH688807 | 优迅股份 | 0.00% | 0.01 | 1.78 |
| 39 | SH688796 | 百奥赛图 | 0.00% | 0.04 | 1.79 |
| 40 | SH688809 | 强一股份 | 0.00% | 0.03 | 5.27 |
| 41 | SH688727 | 恒坤新材 | 0.00% | 0.06 | 1.96 |
| 42 | SH603334 | 丰倍生物 | 0.00% | 0.01 | 0.29 |