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 | 10.08% | 112.34 | 37071.44 |
| 2 | SH688120 | 华海清科 | 9.64% | 236.11 | 35435.15 |
| 3 | SH688126 | 沪硅产业 | 9.40% | 1596.59 | 34550.30 |
| 4 | SH688012 | 中微公司 | 8.61% | 116.14 | 31672.86 |
| 5 | SH688361 | 中科飞测 | 8.35% | 200.70 | 30704.70 |
| 6 | SH688019 | 安集科技 | 6.66% | 112.43 | 24501.27 |
| 7 | SH688037 | 芯源微 | 6.22% | 153.90 | 22855.72 |
| 8 | SH688234 | 天岳先进 | 4.95% | 204.78 | 18201.03 |
| 9 | SH688200 | 华峰测控 | 4.68% | 90.45 | 17203.00 |
| 10 | SH688082 | 盛美上海 | 4.39% | 91.61 | 16127.11 |
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 | 10.82% | 100.94 | 30179.51 |
| 2 | SH688120 | 华海清科 | 10.26% | 173.27 | 28623.63 |
| 3 | SH688072 | 拓荆科技 | 9.87% | 105.80 | 27526.06 |
| 4 | SH688126 | 沪硅产业 | 9.09% | 982.82 | 25356.69 |
| 5 | SH688019 | 安集科技 | 7.30% | 89.16 | 20366.66 |
| 6 | SH688361 | 中科飞测 | 7.06% | 169.84 | 19706.09 |
| 7 | SH688037 | 芯源微 | 6.52% | 122.00 | 18178.48 |
| 8 | SH688082 | 盛美上海 | 4.83% | 66.77 | 13475.17 |
| 9 | SH688200 | 华峰测控 | 4.58% | 61.39 | 12787.08 |
| 10 | SH688234 | 天岳先进 | 3.82% | 129.83 | 10666.45 |
| 11 | SH688549 | 中巨芯 | 1.59% | 446.19 | 4426.21 |
| 12 | SH688233 | 神工股份 | 1.40% | 77.10 | 3914.49 |
| 13 | SH688432 | 有研硅 | 1.39% | 283.64 | 3871.69 |
| 14 | SH688605 | 先锋精科 | 0.81% | 30.63 | 2273.48 |
| 15 | SH688721 | 龙图光罩 | 0.39% | 20.20 | 1086.82 |
| 16 | SH688419 | 耐科装备 | 0.29% | 25.81 | 815.05 |
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 | 10.29% | 15.37 | 2593.37 |
| 2 | SH688012 | 中微公司 | 9.65% | 13.35 | 2432.87 |
| 3 | SH688126 | 沪硅产业 | 9.64% | 129.82 | 2430.28 |
| 4 | SH688072 | 拓荆科技 | 8.55% | 14.01 | 2153.69 |
| 5 | SH688361 | 中科飞测 | 7.50% | 22.44 | 1889.17 |
| 6 | SH688019 | 安集科技 | 7.09% | 11.78 | 1787.67 |
| 7 | SH688037 | 芯源微 | 6.86% | 16.12 | 1728.04 |
| 8 | SH688200 | 华峰测控 | 4.66% | 8.14 | 1173.90 |
| 9 | SH688082 | 盛美上海 | 4.00% | 8.84 | 1007.39 |
| 10 | SH688234 | 天岳先进 | 4.00% | 17.22 | 1008.14 |
| 11 | SH688409 | 富创精密 | 3.35% | 15.34 | 843.72 |
| 12 | SH688981 | 中芯国际 | 2.97% | 8.48 | 747.58 |
| 13 | SH688106 | 金宏气体 | 2.06% | 28.97 | 518.26 |
| 14 | SH688652 | 京仪装备 | 1.91% | 8.42 | 482.36 |
| 15 | SH688146 | 中船特气 | 1.83% | 15.91 | 459.99 |
| 16 | SH688549 | 中巨芯 | 1.82% | 59.20 | 458.19 |
| 17 | SH688535 | 华海诚科 | 1.65% | 4.85 | 416.87 |
| 18 | SH688432 | 有研硅 | 1.64% | 37.49 | 413.93 |
| 19 | SH688584 | 上海合晶 | 1.42% | 20.00 | 357.57 |
| 20 | SH688233 | 神工股份 | 1.29% | 10.24 | 325.20 |
| 21 | SH688661 | 和林微纳 | 1.20% | 7.61 | 302.56 |
| 22 | SH688605 | 先锋精科 | 1.01% | 4.05 | 254.04 |
| 23 | SH688720 | 艾森股份 | 0.90% | 5.30 | 226.68 |
| 24 | SH688001 | 华兴源创 | 0.89% | 8.92 | 225.48 |
| 25 | SH688478 | 晶升股份 | 0.84% | 6.93 | 212.07 |
| 26 | SH688383 | 新益昌 | 0.82% | 4.08 | 207.67 |
| 27 | SH688721 | 龙图光罩 | 0.48% | 2.67 | 120.37 |
| 28 | SH688419 | 耐科装备 | 0.36% | 2.46 | 91.72 |
| 29 | SH688355 | 明志科技 | 0.35% | 4.96 | 87.19 |
| 30 | SH688530 | 欧莱新材 | 0.31% | 4.81 | 79.21 |
| 31 | SH688775 | 影石创新 | 0.01% | 0.02 | 2.57 |
| 32 | SH603049 | 中策橡胶 | 0.00% | 0.01 | 0.48 |
| 33 | SH603400 | 华之杰 | 0.00% | 0.01 | 0.25 |
| 34 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.24 |
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 | 3.08% | 10.13 | 1674.32 |
| 2 | SH688126 | 沪硅产业 | 2.95% | 86.29 | 1602.42 |
| 3 | SH688012 | 中微公司 | 2.95% | 8.71 | 1605.43 |
| 4 | SH688072 | 拓荆科技 | 2.94% | 10.13 | 1595.34 |
| 5 | SH688037 | 芯源微 | 2.12% | 11.70 | 1150.49 |
| 6 | SH688361 | 中科飞测 | 2.04% | 13.97 | 1109.83 |
| 7 | SH688019 | 安集科技 | 2.03% | 6.58 | 1105.74 |
| 8 | SH688200 | 华峰测控 | 1.56% | 5.91 | 848.45 |
| 9 | SH688234 | 天岳先进 | 1.43% | 12.51 | 775.63 |
| 10 | SH688409 | 富创精密 | 1.24% | 11.21 | 676.49 |