2025-12-31 持仓
25Q4 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 | SH688041 | 海光信息 | 9.75% | 2.55 | 572.25 |
| 2 | SH688256 | 寒武纪 | 9.23% | 0.40 | 541.95 |
| 3 | SH688072 | 拓荆科技 | 8.60% | 1.53 | 504.90 |
| 4 | SH688498 | 源杰科技 | 6.03% | 0.55 | 354.06 |
| 5 | SH689009 | 九号公司 | 4.91% | 5.18 | 287.96 |
| 6 | SH688027 | 国盾量子 | 4.89% | 0.57 | 287.16 |
| 7 | SH688313 | 仕佳光子 | 4.40% | 2.91 | 258.35 |
| 8 | SH688506 | 百利天恒 | 4.13% | 0.75 | 242.33 |
| 9 | SH688213 | 思特威 | 4.12% | 2.54 | 241.91 |
| 10 | SH688333 | 铂力特 | 3.74% | 1.97 | 219.67 |
| 11 | SH688795 | 摩尔线程 | 0.17% | 0.02 | 10.23 |
| 12 | SH688783 | 西安奕材 | 0.03% | 0.11 | 1.99 |
| 13 | SH688809 | 强一股份 | 0.01% | 0.00 | 0.43 |
| 14 | SH688807 | 优迅股份 | 0.01% | 0.00 | 0.39 |
| 15 | SH688796 | 百奥赛图 | 0.00% | 0.01 | 0.29 |
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 | 12.48% | 5.93 | 917.96 |
| 2 | SH688256 | 寒武纪 | 9.73% | 0.54 | 715.24 |
| 3 | SH689009 | 九号公司 | 5.97% | 6.56 | 438.86 |
| 4 | SH688072 | 拓荆科技 | 5.70% | 1.61 | 418.89 |
| 5 | SH688213 | 思特威 | 5.18% | 3.19 | 380.60 |
| 6 | SH688498 | 源杰科技 | 4.09% | 0.70 | 300.94 |
| 7 | SH688361 | 中科飞测 | 4.02% | 2.55 | 295.88 |
| 8 | SH688313 | 仕佳光子 | 3.56% | 3.67 | 261.67 |
| 9 | SH688027 | 国盾量子 | 3.44% | 0.72 | 252.72 |
| 10 | SH688343 | 云天励飞 | 3.40% | 2.83 | 250.40 |
2025-06-30 持仓
25Q2 分析 →
共 50 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 | SH688041 | 海光信息 | 10.29% | 2.22 | 313.66 |
| 2 | SH688008 | 澜起科技 | 9.68% | 3.60 | 295.20 |
| 3 | SH688256 | 寒武纪 | 9.67% | 0.49 | 294.74 |
| 4 | SH689009 | 九号公司 | 5.73% | 2.95 | 174.55 |
| 5 | SH688169 | 石头科技 | 5.41% | 1.05 | 165.00 |
| 6 | SH688608 | 恒玄科技 | 4.89% | 0.43 | 148.94 |
| 7 | SH688213 | 思特威 | 4.82% | 1.44 | 146.85 |
| 8 | SH688235 | 百济神州 | 4.60% | 0.60 | 140.18 |
| 9 | SH688578 | 艾力斯 | 3.50% | 1.15 | 106.75 |
| 10 | SH688052 | 纳芯微 | 2.92% | 0.51 | 88.99 |
| 11 | SH688582 | 芯动联科 | 2.25% | 1.02 | 68.68 |
| 12 | SH688183 | 生益电子 | 2.17% | 1.29 | 66.05 |
| 13 | SH688313 | 仕佳光子 | 2.06% | 1.65 | 62.78 |
| 14 | SH688343 | 云天励飞 | 2.06% | 1.27 | 62.76 |
| 15 | SH688322 | 奥比中光 | 1.99% | 1.03 | 60.78 |
| 16 | SH688498 | 源杰科技 | 1.92% | 0.30 | 58.50 |
| 17 | SH688629 | 华丰科技 | 1.74% | 0.93 | 53.20 |
| 18 | SH688192 | 迪哲医药 | 1.41% | 0.72 | 43.09 |
| 19 | SH688076 | ST诺泰 | 1.38% | 1.13 | 41.98 |
| 20 | SH688591 | 泰凌微 | 1.35% | 0.86 | 41.19 |
| 21 | SH688049 | 炬芯科技 | 1.19% | 0.60 | 36.30 |
| 22 | SH688270 | 臻镭科技 | 1.18% | 0.77 | 35.85 |
| 23 | SH688428 | 诺诚健华 | 1.09% | 1.36 | 33.22 |
| 24 | SH688522 | 纳睿雷达 | 1.04% | 0.62 | 31.76 |
| 25 | SH688800 | 瑞可达 | 1.02% | 0.63 | 31.00 |
| 26 | SH688685 | 迈信林 | 0.93% | 0.51 | 28.48 |
| 27 | SH688668 | 鼎通科技 | 0.88% | 0.43 | 26.86 |
| 28 | SH688787 | 海天瑞声 | 0.77% | 0.22 | 23.36 |
| 29 | SH688319 | 欧林生物 | 0.74% | 1.45 | 22.71 |
| 30 | SH688147 | 微导纳米 | 0.71% | 0.72 | 21.59 |
| 31 | SH688443 | 智翔金泰 | 0.69% | 0.76 | 21.08 |
| 32 | SH688552 | 航天南湖 | 0.68% | 0.52 | 20.75 |
| 33 | SH688108 | 赛诺医疗 | 0.62% | 1.69 | 18.96 |
| 34 | SH688269 | 凯立新材 | 0.59% | 0.54 | 17.93 |
| 35 | SH688488 | 艾迪药业 | 0.59% | 1.29 | 17.87 |
| 36 | SH688182 | 灿勤科技 | 0.55% | 0.61 | 16.81 |
| 37 | SH688233 | 神工股份 | 0.54% | 0.52 | 16.52 |
| 38 | SH688302 | 海创药业 | 0.54% | 0.35 | 16.38 |
| 39 | SH688117 | 圣诺生物 | 0.53% | 0.48 | 16.15 |
| 40 | SH688661 | 和林微纳 | 0.50% | 0.38 | 15.11 |
| 41 | SH688252 | 天德钰 | 0.50% | 0.63 | 15.36 |
| 42 | SH688351 | 微电生理 | 0.47% | 0.72 | 14.18 |
| 43 | SH688611 | 杭州柯林 | 0.42% | 0.39 | 12.73 |
| 44 | SH688093 | 世华科技 | 0.41% | 0.40 | 12.42 |
| 45 | SH688722 | 同益中 | 0.40% | 0.58 | 12.34 |
| 46 | SH688197 | 首药控股 | 0.37% | 0.31 | 11.22 |
| 47 | SH688501 | 青达环保 | 0.36% | 0.39 | 10.86 |
| 48 | SH688600 | 皖仪科技 | 0.32% | 0.41 | 9.64 |
| 49 | SH688379 | 华光新材 | 0.26% | 0.23 | 7.97 |
| 50 | SH688288 | 鸿泉物联 | 0.25% | 0.26 | 7.54 |
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 | SH688041 | 海光信息 | 8.75% | 2.38 | 336.29 |
| 2 | SH688608 | 恒玄科技 | 6.85% | 0.65 | 263.28 |
| 3 | SH688213 | 思特威 | 6.32% | 2.50 | 242.90 |
| 4 | SH688120 | 华海清科 | 5.42% | 1.26 | 208.34 |
| 5 | SH688525 | 佰维存储 | 5.04% | 2.71 | 193.79 |
| 6 | SH688578 | 艾力斯 | 4.46% | 2.01 | 171.23 |
| 7 | SH688266 | 泽璟制药 | 4.32% | 1.66 | 165.94 |
| 8 | SH688506 | 百利天恒 | 4.29% | 0.71 | 164.94 |
| 9 | SH688018 | 乐鑫科技 | 3.65% | 0.61 | 140.10 |
| 10 | SH688019 | 安集科技 | 3.59% | 0.82 | 137.75 |