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 | SH688256 | 寒武纪 | 9.50% | 2.84 | 2793.59 |
| 2 | SH688521 | 芯原股份 | 9.45% | 13.75 | 2780.73 |
| 3 | SH688111 | 金山办公 | 9.15% | 11.53 | 2691.87 |
| 4 | SH688008 | 澜起科技 | 8.95% | 21.02 | 2633.72 |
| 5 | SH688099 | 晶晨股份 | 4.84% | 17.99 | 1424.82 |
| 6 | SH688169 | 石头科技 | 4.63% | 11.36 | 1362.64 |
| 7 | SH688385 | 复旦微电 | 4.62% | 20.38 | 1358.25 |
| 8 | SH688568 | 中科星图 | 4.53% | 21.85 | 1333.05 |
| 9 | SH688608 | 恒玄科技 | 3.83% | 6.41 | 1126.17 |
| 10 | SH688343 | 云天励飞 | 3.43% | 13.52 | 1008.67 |
| 11 | SH688802 | 沐曦股份 | 0.06% | 0.03 | 17.36 |
| 12 | SH688790 | 昂瑞微 | 0.02% | 0.04 | 4.45 |
| 13 | SH688809 | 强一股份 | 0.02% | 0.02 | 4.53 |
| 14 | SH688818 | 电科蓝天 | 0.02% | 0.13 | 5.30 |
| 15 | SH603459 | 红板科技 | 0.01% | 0.21 | 3.78 |
2025-12-31 持仓
25Q4 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 | SH688521 | 芯原股份 | 9.49% | 36.89 | 5052.58 |
| 2 | SH688111 | 金山办公 | 9.11% | 15.79 | 4849.03 |
| 3 | SH688008 | 澜起科技 | 8.93% | 40.33 | 4750.47 |
| 4 | SH688256 | 寒武纪 | 8.54% | 3.35 | 4546.51 |
| 5 | SH688169 | 石头科技 | 5.50% | 19.27 | 2929.50 |
| 6 | SH688099 | 晶晨股份 | 5.10% | 31.09 | 2712.13 |
| 7 | SH688608 | 恒玄科技 | 4.70% | 11.03 | 2502.65 |
| 8 | SH688385 | 复旦微电 | 4.59% | 33.14 | 2442.37 |
| 9 | SH688568 | 中科星图 | 4.01% | 36.13 | 2131.92 |
| 10 | SH688343 | 云天励飞 | 3.37% | 23.61 | 1796.02 |
| 11 | SH688322 | 奥比中光 | 3.18% | 18.90 | 1694.80 |
| 12 | SH688018 | 乐鑫科技 | 3.05% | 9.55 | 1623.19 |
| 13 | SH688208 | 道通科技 | 2.91% | 42.09 | 1548.87 |
| 14 | SH688615 | 合合信息 | 2.82% | 6.59 | 1500.25 |
| 15 | SH688327 | 云从科技 | 2.57% | 95.11 | 1366.68 |
| 16 | SH688088 | 虹软科技 | 2.07% | 22.25 | 1101.36 |
| 17 | SH688400 | 凌云光 | 1.75% | 21.93 | 929.54 |
| 18 | SH688158 | 优刻得 | 1.74% | 32.93 | 924.86 |
| 19 | SH688561 | 奇安信 | 1.67% | 24.98 | 888.87 |
| 20 | SH688031 | 星环科技 | 1.31% | 6.42 | 694.63 |
| 21 | SH688100 | 威胜信息 | 0.98% | 13.24 | 520.47 |
| 22 | SH688003 | 天准科技 | 0.93% | 8.38 | 493.82 |
| 23 | SH688095 | 福昕软件 | 0.85% | 5.06 | 451.35 |
| 24 | SH688787 | 海天瑞声 | 0.85% | 3.90 | 452.09 |
| 25 | SH688475 | 萤石网络 | 0.81% | 14.31 | 430.99 |
| 26 | SH688686 | 奥普特 | 0.79% | 3.40 | 421.77 |
| 27 | SH688107 | 安路科技 | 0.76% | 14.82 | 402.89 |
| 28 | SH688225 | 亚信安全 | 0.66% | 17.97 | 348.65 |
| 29 | SH688232 | 新点软件 | 0.55% | 11.87 | 294.73 |
| 30 | SH688583 | 思看科技 | 0.43% | 2.44 | 226.93 |
| 31 | SH688802 | 沐曦股份 | 0.02% | 0.03 | 12.18 |
| 32 | SH688790 | 昂瑞微 | 0.01% | 0.04 | 4.23 |
| 33 | SH688809 | 强一股份 | 0.01% | 0.02 | 3.33 |
| 34 | SH688807 | 优迅股份 | 0.00% | 0.01 | 1.78 |