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 | SH688347 | 华虹公司 | 3.41% | 14.37 | 1549.89 |
| 2 | SH688110 | 东芯股份 | 3.15% | 10.91 | 1432.88 |
| 3 | SH688498 | 源杰科技 | 2.99% | 2.12 | 1361.08 |
| 4 | SH688002 | 睿创微纳 | 2.87% | 12.97 | 1307.80 |
| 5 | SH688361 | 中科飞测 | 2.49% | 7.40 | 1132.58 |
| 6 | SH688027 | 国盾量子 | 2.41% | 2.17 | 1095.69 |
| 7 | SH688235 | 百济神州 | 2.40% | 4.07 | 1092.37 |
| 8 | SH688313 | 仕佳光子 | 2.21% | 11.33 | 1005.66 |
| 9 | SH688385 | 复旦微电 | 2.15% | 13.25 | 976.39 |
| 10 | SH688019 | 安集科技 | 2.00% | 4.17 | 908.97 |
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 | SH688347 | 华虹公司 | 3.78% | 16.33 | 1871.04 |
| 2 | SH688235 | 百济神州 | 2.86% | 4.61 | 1414.75 |
| 3 | SH688110 | 东芯股份 | 2.68% | 12.40 | 1325.68 |
| 4 | SH688002 | 睿创微纳 | 2.61% | 14.62 | 1292.86 |
| 5 | SH688220 | 翱捷科技 | 2.24% | 10.06 | 1111.27 |
| 6 | SH688019 | 安集科技 | 2.17% | 4.71 | 1076.73 |
| 7 | SH688361 | 中科飞测 | 2.10% | 8.98 | 1041.65 |
| 8 | SH688498 | 源杰科技 | 2.09% | 2.41 | 1032.82 |
| 9 | SH688037 | 芯源微 | 1.94% | 6.44 | 959.95 |
| 10 | SH688343 | 云天励飞 | 1.78% | 9.95 | 880.77 |
2025-06-30 持仓
25Q2 分析 →
共 117 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 | SH688235 | 百济神州 | 2.99% | 4.57 | 1067.36 |
| 2 | SH688002 | 睿创微纳 | 2.85% | 14.61 | 1018.55 |
| 3 | SH688347 | 华虹公司 | 2.50% | 16.30 | 895.25 |
| 4 | SH688266 | 泽璟制药 | 2.23% | 7.41 | 796.24 |
| 5 | SH688220 | 翱捷科技 | 2.22% | 10.12 | 792.22 |
| 6 | SH688361 | 中科飞测 | 2.10% | 8.93 | 751.41 |
| 7 | SH688052 | 纳芯微 | 2.00% | 4.10 | 714.90 |
| 8 | SH688027 | 国盾量子 | 1.99% | 2.58 | 710.60 |
| 9 | SH688019 | 安集科技 | 1.97% | 4.65 | 705.48 |
| 10 | SH688037 | 芯源微 | 1.89% | 6.31 | 676.69 |
| 11 | SH688385 | 复旦微电 | 1.79% | 12.97 | 638.84 |
| 12 | SH688166 | 博瑞医药 | 1.78% | 11.83 | 635.18 |
| 13 | SH688568 | 中科星图 | 1.63% | 16.20 | 583.41 |
| 14 | SH688208 | 道通科技 | 1.62% | 18.89 | 578.03 |
| 15 | SH688018 | 乐鑫科技 | 1.60% | 3.91 | 571.13 |
| 16 | SH688582 | 芯动联科 | 1.54% | 8.20 | 551.07 |
| 17 | SH688017 | 绿的谐波 | 1.54% | 4.40 | 549.97 |
| 18 | SH688536 | 思瑞浦 | 1.50% | 3.87 | 537.36 |
| 19 | SH688116 | 天奈科技 | 1.50% | 11.74 | 537.50 |
| 20 | SH688333 | 铂力特 | 1.45% | 8.73 | 519.88 |
| 21 | SH688183 | 生益电子 | 1.44% | 10.05 | 514.52 |
| 22 | SH688343 | 云天励飞 | 1.39% | 10.02 | 495.23 |
| 23 | SH688498 | 源杰科技 | 1.36% | 2.50 | 487.44 |
| 24 | SH688322 | 奥比中光 | 1.35% | 8.17 | 482.05 |
| 25 | SH688484 | 南芯科技 | 1.32% | 11.91 | 471.17 |
| 26 | SH688088 | 虹软科技 | 1.32% | 9.77 | 471.27 |
| 27 | SH688200 | 华峰测控 | 1.29% | 3.19 | 460.32 |
| 28 | SH688327 | 云从科技 | 1.29% | 33.38 | 460.27 |
| 29 | SH688005 | 容百科技 | 1.26% | 20.14 | 449.57 |
| 30 | SH688331 | 荣昌生物 | 1.21% | 7.16 | 432.94 |
| 31 | SH688520 | 神州细胞 | 1.20% | 7.20 | 430.68 |
| 32 | SH688567 | 孚能科技 | 1.19% | 29.35 | 425.58 |
| 33 | SH688629 | 华丰科技 | 1.18% | 7.38 | 421.99 |
| 34 | SH688301 | 奕瑞科技 | 1.16% | 4.79 | 413.84 |
| 35 | SH688772 | 珠海冠宇 | 1.09% | 27.34 | 390.74 |
| 36 | SH688279 | 峰岹科技 | 1.09% | 2.09 | 388.47 |
| 37 | SH688110 | 东芯股份 | 1.08% | 12.56 | 385.12 |
| 38 | SH688778 | 厦钨新能 | 1.07% | 6.86 | 383.62 |
| 39 | SH688050 | 爱博医疗 | 1.06% | 5.51 | 379.66 |
| 40 | SH688676 | 金盘科技 | 1.05% | 11.22 | 375.25 |
| 41 | SH688318 | 财富趋势 | 0.98% | 3.05 | 350.49 |
| 42 | SH688141 | 杰华特 | 0.97% | 10.61 | 345.52 |
| 43 | SH688409 | 富创精密 | 0.94% | 6.08 | 334.54 |
| 44 | SH688192 | 迪哲医药 | 0.94% | 5.59 | 334.30 |
| 45 | SH688548 | 广钢气体 | 0.89% | 31.89 | 319.51 |
| 46 | SH688789 | 宏华数科 | 0.88% | 4.32 | 315.65 |
| 47 | SH688063 | 派能科技 | 0.88% | 6.97 | 314.25 |
| 48 | SH688387 | 信科移动 | 0.87% | 54.96 | 310.51 |
| 49 | SH688029 | 南微医学 | 0.85% | 4.49 | 303.50 |
| 50 | SH688390 | 固德威 | 0.84% | 6.91 | 300.17 |
| 51 | SH688702 | 盛科通信 | 0.82% | 4.81 | 293.78 |
| 52 | SH688289 | 圣湘生物 | 0.81% | 14.07 | 288.25 |
| 53 | SH688612 | 威迈斯 | 0.76% | 10.17 | 271.92 |
| 54 | SH688083 | 中望软件 | 0.75% | 4.14 | 266.70 |
| 55 | SH688281 | 华秦科技 | 0.74% | 4.39 | 265.92 |
| 56 | SH688798 | 艾为电子 | 0.74% | 3.86 | 263.36 |
| 57 | SH688016 | 心脉医疗 | 0.73% | 2.96 | 261.48 |
| 58 | SH688425 | 铁建重工 | 0.73% | 64.17 | 261.83 |
| 59 | SH688336 | 三生国健 | 0.73% | 4.84 | 262.27 |
| 60 | SH688779 | 五矿新能 | 0.71% | 46.59 | 253.44 |
| 61 | SH688400 | 凌云光 | 0.70% | 9.13 | 251.68 |
| 62 | SH688408 | 中信博 | 0.70% | 5.39 | 251.38 |
| 63 | SH688709 | 成都华微 | 0.70% | 7.59 | 248.55 |
| 64 | SH688522 | 纳睿雷达 | 0.68% | 4.75 | 243.49 |
| 65 | SH688439 | 振华风光 | 0.67% | 4.09 | 238.50 |
| 66 | SH688139 | 海尔生物 | 0.66% | 7.58 | 234.22 |
| 67 | SH688326 | 经纬恒润 | 0.63% | 2.52 | 225.27 |
| 68 | SH688739 | 成大生物 | 0.62% | 8.43 | 222.64 |
| 69 | SH688248 | 南网科技 | 0.61% | 6.90 | 216.94 |
| 70 | SH688100 | 威胜信息 | 0.61% | 5.90 | 218.65 |
| 71 | SH688032 | 禾迈股份 | 0.61% | 2.19 | 219.09 |
| 72 | SH688352 | 颀中科技 | 0.60% | 19.06 | 214.03 |
| 73 | SH688106 | 金宏气体 | 0.58% | 11.62 | 207.81 |
| 74 | SH688516 | 奥特维 | 0.58% | 6.23 | 207.18 |
| 75 | SH688198 | 佰仁医疗 | 0.56% | 1.94 | 199.57 |
| 76 | SH688631 | 莱斯信息 | 0.55% | 2.19 | 194.95 |
| 77 | SH688575 | 亚辉龙 | 0.55% | 13.59 | 198.30 |
| 78 | SH688172 | 燕东微 | 0.54% | 9.76 | 191.95 |
| 79 | SH688006 | 杭可科技 | 0.53% | 9.79 | 190.94 |
| 80 | SH688639 | 华恒生物 | 0.53% | 5.98 | 189.45 |
| 81 | SH688549 | 中巨芯 | 0.51% | 23.69 | 183.40 |
| 82 | SH688146 | 中船特气 | 0.51% | 6.27 | 181.13 |
| 83 | SH688107 | 安路科技 | 0.50% | 6.33 | 178.87 |
| 84 | SH688147 | 微导纳米 | 0.48% | 5.65 | 170.47 |
| 85 | SH688432 | 有研硅 | 0.46% | 14.91 | 164.62 |
| 86 | SH688443 | 智翔金泰 | 0.46% | 5.86 | 162.69 |
| 87 | SH688232 | 新点软件 | 0.45% | 5.39 | 161.99 |
| 88 | SH688366 | 昊海生科 | 0.44% | 3.08 | 157.57 |
| 89 | SH688097 | 博众精工 | 0.43% | 5.52 | 154.05 |
| 90 | SH688584 | 上海合晶 | 0.41% | 8.18 | 146.26 |
| 91 | SH688276 | 百克生物 | 0.40% | 6.79 | 142.51 |
| 92 | SH688105 | 诺唯赞 | 0.40% | 6.29 | 142.43 |
| 93 | SH688717 | 艾罗能源 | 0.40% | 2.64 | 142.32 |
| 94 | SH688177 | 百奥泰 | 0.34% | 4.84 | 121.37 |
| 95 | SH688433 | 华曙高科 | 0.33% | 3.24 | 119.17 |
| 96 | SH688153 | 唯捷创芯 | 0.29% | 3.33 | 103.35 |
| 97 | SH688001 | 华兴源创 | 0.25% | 3.48 | 88.00 |
| 98 | SH688295 | 中复神鹰 | 0.24% | 4.11 | 85.54 |
| 99 | SH688161 | 威高骨科 | 0.24% | 3.15 | 84.43 |
| 100 | SH688055 | 龙腾光电 | 0.15% | 14.87 | 55.02 |
| 101 | SH688583 | 思看科技 | 0.01% | 0.02 | 1.81 |
| 102 | SH688545 | 兴福电子 | 0.01% | 0.10 | 2.68 |
| 103 | SH688775 | 影石创新 | 0.01% | 0.02 | 3.07 |
| 104 | SH688411 | 海博思创 | 0.01% | 0.06 | 4.68 |
| 105 | SH603120 | 肯特催化 | 0.00% | 0.01 | 0.22 |
| 106 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.24 |
| 107 | SH603400 | 华之杰 | 0.00% | 0.01 | 0.25 |
| 108 | SH603257 | 中国瑞林 | 0.00% | 0.01 | 0.29 |
| 109 | SH603409 | 汇通控股 | 0.00% | 0.01 | 0.33 |
| 110 | SH603202 | 天有为 | 0.00% | 0.00 | 0.40 |
| 111 | SH603124 | 江南新材 | 0.00% | 0.01 | 0.41 |
| 112 | SH603271 | 永杰新材 | 0.00% | 0.01 | 0.44 |
| 113 | SH688758 | 赛分科技 | 0.00% | 0.08 | 1.32 |
| 114 | SH603072 | 天和磁材 | 0.00% | 0.02 | 1.23 |
| 115 | SH688755 | 汉邦科技 | 0.00% | 0.02 | 0.80 |
| 116 | SH603014 | 威高血净 | 0.00% | 0.02 | 0.49 |
| 117 | SH603210 | 泰鸿万立 | 0.00% | 0.03 | 0.45 |
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 | SH688608 | 恒玄科技 | 3.49% | 2.28 | 924.37 |
| 2 | SH688235 | 百济神州 | 3.29% | 3.65 | 870.83 |
| 3 | SH688002 | 睿创微纳 | 2.62% | 11.36 | 693.79 |
| 4 | SH688220 | 翱捷科技 | 2.54% | 6.62 | 671.64 |
| 5 | SH688266 | 泽璟制药 | 2.21% | 5.87 | 585.34 |
| 6 | SH688017 | 绿的谐波 | 1.96% | 3.48 | 519.00 |
| 7 | SH688333 | 铂力特 | 1.91% | 6.88 | 504.89 |
| 8 | SH688037 | 芯源微 | 1.89% | 5.07 | 498.94 |
| 9 | SH688027 | 国盾量子 | 1.88% | 1.94 | 496.83 |
| 10 | SH688018 | 乐鑫科技 | 1.85% | 2.13 | 488.85 |
2024-12-31 持仓
24Q4 分析 →
共 115 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 | SH688608 | 恒玄科技 | 3.12% | 3.00 | 974.55 |
| 2 | SH688213 | 思特威 | 2.89% | 11.63 | 904.18 |
| 3 | SH688027 | 国盾量子 | 2.56% | 2.68 | 798.41 |
| 4 | SH688235 | 百济神州 | 2.47% | 4.78 | 770.09 |
| 5 | SH688002 | 睿创微纳 | 2.24% | 14.92 | 701.17 |
| 6 | SH688361 | 中科飞测 | 2.24% | 7.98 | 698.74 |
| 7 | SH688347 | 华虹公司 | 2.02% | 13.56 | 630.34 |
| 8 | SH688568 | 中科星图 | 1.85% | 11.30 | 576.72 |
| 9 | SH688578 | 艾力斯 | 1.79% | 9.35 | 560.31 |
| 10 | SH688037 | 芯源微 | 1.79% | 6.69 | 559.39 |
| 11 | SH688052 | 纳芯微 | 1.73% | 4.15 | 540.72 |
| 12 | SH688019 | 安集科技 | 1.68% | 3.77 | 524.86 |
| 13 | SH688343 | 云天励飞 | 1.64% | 10.34 | 512.80 |
| 14 | SH688050 | 爱博医疗 | 1.61% | 5.52 | 502.38 |
| 15 | SH688278 | 特宝生物 | 1.59% | 6.77 | 496.82 |
| 16 | SH688266 | 泽璟制药 | 1.54% | 7.70 | 480.04 |
| 17 | SH688017 | 绿的谐波 | 1.46% | 4.21 | 454.95 |
| 18 | SH688772 | 珠海冠宇 | 1.45% | 28.13 | 452.31 |
| 19 | SH688005 | 容百科技 | 1.42% | 14.06 | 443.66 |
| 20 | SH688208 | 道通科技 | 1.41% | 11.28 | 441.70 |
| 21 | SH688327 | 云从科技 | 1.34% | 34.50 | 417.41 |
| 22 | SH688183 | 生益电子 | 1.30% | 10.38 | 407.44 |
| 23 | SH688676 | 金盘科技 | 1.26% | 9.51 | 393.81 |
| 24 | SH688408 | 中信博 | 1.26% | 5.45 | 392.68 |
| 25 | SH688318 | 财富趋势 | 1.25% | 2.29 | 391.78 |
| 26 | SH688322 | 奥比中光 | 1.24% | 8.31 | 386.48 |
| 27 | SH688088 | 虹软科技 | 1.24% | 10.01 | 386.09 |
| 28 | SH688484 | 南芯科技 | 1.22% | 10.61 | 382.55 |
| 29 | SH688166 | 博瑞医药 | 1.19% | 12.30 | 371.33 |
| 30 | SH688536 | 思瑞浦 | 1.14% | 3.86 | 357.44 |
| 31 | SH688333 | 铂力特 | 1.14% | 9.04 | 356.48 |
| 32 | SH688567 | 孚能科技 | 1.13% | 30.50 | 353.79 |
| 33 | SH688200 | 华峰测控 | 1.13% | 3.38 | 352.88 |
| 34 | SH688141 | 杰华特 | 1.09% | 11.16 | 341.47 |
| 35 | SH688387 | 信科移动 | 1.08% | 56.86 | 338.88 |
| 36 | SH688016 | 心脉医疗 | 1.08% | 3.08 | 337.79 |
| 37 | SH688582 | 芯动联科 | 1.07% | 6.67 | 335.41 |
| 38 | SH688498 | 源杰科技 | 1.07% | 2.49 | 334.31 |
| 39 | SH688289 | 圣湘生物 | 1.06% | 14.53 | 329.92 |
| 40 | SH688409 | 富创精密 | 1.06% | 6.40 | 330.15 |
| 41 | SH688110 | 东芯股份 | 1.03% | 12.88 | 320.65 |
| 42 | SH688778 | 厦钨新能 | 1.02% | 7.00 | 319.48 |
| 43 | SH688029 | 南微医学 | 1.01% | 4.69 | 316.71 |
| 44 | SH688425 | 铁建重工 | 0.94% | 66.54 | 292.79 |
| 45 | SH688063 | 派能科技 | 0.92% | 7.14 | 286.14 |
| 46 | SH688702 | 盛科通信 | 0.92% | 3.41 | 286.20 |
| 47 | SH688390 | 固德威 | 0.92% | 7.06 | 288.84 |
| 48 | SH688516 | 奥特维 | 0.91% | 6.55 | 283.50 |
| 49 | SH688548 | 广钢气体 | 0.88% | 27.44 | 276.32 |
| 50 | SH688139 | 海尔生物 | 0.87% | 7.73 | 272.10 |
| 51 | SH688798 | 艾为电子 | 0.87% | 3.87 | 270.51 |
| 52 | SH688083 | 中望软件 | 0.83% | 3.03 | 258.97 |
| 53 | SH688629 | 华丰科技 | 0.82% | 7.67 | 256.76 |
| 54 | SH688789 | 宏华数科 | 0.79% | 3.74 | 248.02 |
| 55 | SH688352 | 颀中科技 | 0.77% | 19.78 | 239.89 |
| 56 | SH688032 | 禾迈股份 | 0.74% | 2.06 | 232.59 |
| 57 | SH688281 | 华秦科技 | 0.73% | 2.43 | 226.48 |
| 58 | SH688575 | 亚辉龙 | 0.72% | 14.23 | 224.89 |
| 59 | SH688248 | 南网科技 | 0.72% | 7.05 | 226.16 |
| 60 | SH688739 | 成大生物 | 0.71% | 8.66 | 223.29 |
| 61 | SH688331 | 荣昌生物 | 0.71% | 7.38 | 222.12 |
| 62 | SH688100 | 威胜信息 | 0.71% | 6.13 | 221.94 |
| 63 | SH688192 | 迪哲医药 | 0.69% | 5.19 | 215.19 |
| 64 | SH688400 | 凌云光 | 0.68% | 9.64 | 211.37 |
| 65 | SH688779 | 五矿新能 | 0.68% | 40.10 | 213.34 |
| 66 | SH688326 | 经纬恒润 | 0.67% | 2.50 | 210.07 |
| 67 | SH688612 | 威迈斯 | 0.66% | 8.75 | 206.05 |
| 68 | SH688106 | 金宏气体 | 0.65% | 12.03 | 204.55 |
| 69 | SH688556 | 高测股份 | 0.65% | 18.19 | 203.35 |
| 70 | SH688172 | 燕东微 | 0.64% | 9.97 | 199.96 |
| 71 | SH688639 | 华恒生物 | 0.64% | 6.23 | 200.64 |
| 72 | SH688520 | 神州细胞 | 0.64% | 5.56 | 201.39 |
| 73 | SH688062 | 迈威生物 | 0.64% | 9.97 | 201.47 |
| 74 | SH688007 | 光峰科技 | 0.63% | 13.37 | 197.75 |
| 75 | SH688366 | 昊海生科 | 0.63% | 3.24 | 196.18 |
| 76 | SH688146 | 中船特气 | 0.61% | 6.61 | 191.97 |
| 77 | SH688198 | 佰仁医疗 | 0.60% | 1.72 | 187.78 |
| 78 | SH688700 | 东威科技 | 0.59% | 6.20 | 182.74 |
| 79 | SH688006 | 杭可科技 | 0.57% | 10.04 | 179.33 |
| 80 | SH688432 | 有研硅 | 0.56% | 15.57 | 175.95 |
| 81 | SH688439 | 振华风光 | 0.55% | 3.32 | 170.52 |
| 82 | SH688232 | 新点软件 | 0.51% | 5.49 | 159.23 |
| 83 | SH688549 | 中巨芯 | 0.50% | 18.44 | 157.08 |
| 84 | SH688443 | 智翔金泰 | 0.49% | 6.10 | 152.96 |
| 85 | SH688147 | 微导纳米 | 0.49% | 5.71 | 153.53 |
| 86 | SH688107 | 安路科技 | 0.47% | 5.00 | 147.82 |
| 87 | SH688097 | 博众精工 | 0.47% | 5.57 | 146.34 |
| 88 | SH688276 | 百克生物 | 0.42% | 5.17 | 129.72 |
| 89 | SH688348 | 昱能科技 | 0.41% | 2.60 | 126.98 |
| 90 | SH688153 | 唯捷创芯 | 0.38% | 3.57 | 119.53 |
| 91 | SH688686 | 奥普特 | 0.37% | 1.53 | 116.05 |
| 92 | SH688105 | 诺唯赞 | 0.36% | 5.01 | 111.14 |
| 93 | SH688336 | 三生国健 | 0.35% | 5.12 | 109.73 |
| 94 | SH688709 | 成都华微 | 0.34% | 3.44 | 106.22 |
| 95 | SH688177 | 百奥泰 | 0.32% | 5.17 | 100.22 |
| 96 | SH688001 | 华兴源创 | 0.32% | 3.68 | 99.77 |
| 97 | SH688433 | 华曙高科 | 0.26% | 3.44 | 80.33 |
| 98 | SH688717 | 艾罗能源 | 0.20% | 1.32 | 61.74 |
| 99 | SH688055 | 龙腾光电 | 0.20% | 15.25 | 62.97 |
| 100 | SH688161 | 威高骨科 | 0.18% | 2.17 | 54.68 |
| 101 | SH688721 | 龙图光罩 | 0.01% | 0.03 | 1.59 |
| 102 | SH688750 | 金天钛业 | 0.01% | 0.17 | 2.60 |
| 103 | SH603072 | 天和磁材 | 0.01% | 0.23 | 2.77 |
| 104 | SH688708 | 佳驰科技 | 0.01% | 0.06 | 2.90 |
| 105 | SH688449 | 联芸科技 | 0.01% | 0.13 | 3.92 |
| 106 | SH688605 | 先锋精科 | 0.01% | 0.07 | 3.99 |
| 107 | SH603310 | 巍华新材 | 0.00% | 0.01 | 0.22 |
| 108 | SH603285 | 键邦股份 | 0.00% | 0.01 | 0.28 |
| 109 | SH603205 | 健尔康 | 0.00% | 0.01 | 0.35 |
| 110 | SH603350 | 安乃达 | 0.00% | 0.01 | 0.38 |
| 111 | SH603091 | 众鑫股份 | 0.00% | 0.01 | 0.42 |
| 112 | SH603207 | 小方制药 | 0.00% | 0.02 | 0.49 |
| 113 | SH603395 | 红四方 | 0.00% | 0.02 | 0.55 |
| 114 | SH603194 | 中力股份 | 0.00% | 0.03 | 0.76 |
| 115 | SH688710 | 益诺思 | 0.00% | 0.03 | 1.11 |
2024-09-30 持仓
24Q3 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 | SH688235 | 百济神州 | 3.24% | 4.65 | 838.99 |
| 2 | SH688608 | 恒玄科技 | 2.38% | 2.91 | 618.09 |
| 3 | SH688002 | 睿创微纳 | 2.20% | 14.48 | 570.83 |
| 4 | SH688213 | 思特威 | 2.16% | 9.69 | 559.08 |
| 5 | SH688037 | 芯源微 | 2.08% | 6.50 | 538.49 |
| 6 | SH688050 | 爱博医疗 | 2.05% | 5.36 | 532.35 |
| 7 | SH688266 | 泽璟制药 | 1.98% | 7.49 | 513.87 |
| 8 | SH688027 | 国盾量子 | 1.96% | 2.60 | 509.11 |
| 9 | SH688019 | 安集科技 | 1.96% | 3.64 | 509.41 |
| 10 | SH688578 | 艾力斯 | 1.94% | 9.13 | 503.63 |
2024-06-30 持仓
24Q2 分析 →
共 116 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 | SH688617 | 惠泰医疗 | 3.80% | 1.75 | 799.09 |
| 2 | SH689009 | 九号公司 | 3.26% | 18.62 | 685.43 |
| 3 | SH688578 | 艾力斯 | 2.54% | 8.38 | 533.82 |
| 4 | SH688235 | 百济神州 | 2.36% | 4.29 | 496.69 |
| 5 | SH688213 | 思特威 | 2.06% | 8.93 | 433.05 |
| 6 | SH688019 | 安集科技 | 2.01% | 3.37 | 423.34 |
| 7 | SH688608 | 恒玄科技 | 1.87% | 2.69 | 393.06 |
| 8 | SH688166 | 博瑞医药 | 1.83% | 11.01 | 385.20 |
| 9 | SH688052 | 纳芯微 | 1.82% | 3.72 | 382.55 |
| 10 | SH688266 | 泽璟制药 | 1.78% | 6.90 | 373.95 |
| 11 | SH688772 | 珠海冠宇 | 1.78% | 25.17 | 374.97 |
| 12 | SH688002 | 睿创微纳 | 1.77% | 13.35 | 373.45 |
| 13 | SH688037 | 芯源微 | 1.74% | 4.12 | 366.76 |
| 14 | SH688050 | 爱博医疗 | 1.72% | 4.94 | 362.54 |
| 15 | SH688327 | 云从科技 | 1.66% | 30.87 | 349.14 |
| 16 | SH688568 | 中科星图 | 1.54% | 6.78 | 323.26 |
| 17 | SH688278 | 特宝生物 | 1.54% | 6.06 | 324.31 |
| 18 | SH688017 | 绿的谐波 | 1.47% | 3.78 | 309.94 |
| 19 | SH688088 | 虹软科技 | 1.45% | 10.57 | 305.06 |
| 20 | SH688333 | 铂力特 | 1.40% | 6.06 | 293.81 |
| 21 | SH688005 | 容百科技 | 1.40% | 12.61 | 293.59 |
| 22 | SH688498 | 源杰科技 | 1.39% | 2.23 | 292.61 |
| 23 | SH688536 | 思瑞浦 | 1.38% | 2.96 | 289.93 |
| 24 | SH688331 | 荣昌生物 | 1.35% | 6.59 | 284.86 |
| 25 | SH688408 | 中信博 | 1.33% | 3.05 | 280.49 |
| 26 | SH688200 | 华峰测控 | 1.32% | 3.03 | 277.60 |
| 27 | SH688347 | 华虹公司 | 1.29% | 7.58 | 271.90 |
| 28 | SH688639 | 华恒生物 | 1.28% | 3.53 | 269.50 |
| 29 | SH688139 | 海尔生物 | 1.26% | 7.10 | 264.11 |
| 30 | SH688567 | 孚能科技 | 1.24% | 27.29 | 261.94 |
| 31 | SH688575 | 亚辉龙 | 1.17% | 10.60 | 247.11 |
| 32 | SH688516 | 奥特维 | 1.17% | 5.87 | 245.34 |
| 33 | SH688208 | 道通科技 | 1.16% | 10.09 | 243.51 |
| 34 | SH688789 | 宏华数科 | 1.15% | 2.25 | 242.38 |
| 35 | SH688289 | 圣湘生物 | 1.10% | 13.14 | 231.05 |
| 36 | SH688016 | 心脉医疗 | 1.07% | 2.30 | 225.58 |
| 37 | SH688110 | 东芯股份 | 1.04% | 11.52 | 219.63 |
| 38 | SH688425 | 铁建重工 | 1.04% | 59.54 | 219.11 |
| 39 | SH688029 | 南微医学 | 1.03% | 3.51 | 215.81 |
| 40 | SH688032 | 禾迈股份 | 1.01% | 1.86 | 213.22 |
| 41 | SH688100 | 威胜信息 | 1.01% | 5.59 | 213.29 |
| 42 | SH688409 | 富创精密 | 1.01% | 5.77 | 213.32 |
| 43 | SH688083 | 中望软件 | 0.94% | 2.72 | 197.22 |
| 44 | SH688798 | 艾为电子 | 0.93% | 3.47 | 196.70 |
| 45 | SH688520 | 神州细胞 | 0.93% | 4.98 | 196.12 |
| 46 | SH688778 | 厦钨新能 | 0.93% | 6.26 | 195.51 |
| 47 | SH688007 | 光峰科技 | 0.92% | 12.05 | 194.05 |
| 48 | SH688106 | 金宏气体 | 0.91% | 10.89 | 190.76 |
| 49 | SH688556 | 高测股份 | 0.91% | 16.15 | 192.03 |
| 50 | SH688739 | 成大生物 | 0.89% | 7.77 | 188.24 |
| 51 | SH688248 | 南网科技 | 0.89% | 6.30 | 186.64 |
| 52 | SH688281 | 华秦科技 | 0.86% | 2.18 | 181.75 |
| 53 | SH688366 | 昊海生科 | 0.85% | 2.90 | 179.04 |
| 54 | SH688361 | 中科飞测 | 0.81% | 3.58 | 169.45 |
| 55 | SH688192 | 迪哲医药 | 0.81% | 4.65 | 171.47 |
| 56 | SH688779 | 五矿新能 | 0.79% | 35.99 | 166.61 |
| 57 | SH688318 | 财富趋势 | 0.77% | 2.05 | 161.84 |
| 58 | SH688141 | 杰华特 | 0.77% | 10.00 | 161.64 |
| 59 | SH688322 | 奥比中光 | 0.76% | 5.95 | 158.95 |
| 60 | SH688006 | 杭可科技 | 0.75% | 9.01 | 157.15 |
| 61 | SH688198 | 佰仁医疗 | 0.74% | 1.54 | 155.92 |
| 62 | SH688439 | 振华风光 | 0.71% | 2.24 | 148.87 |
| 63 | SH688700 | 东威科技 | 0.69% | 5.56 | 145.76 |
| 64 | SH688598 | 金博股份 | 0.69% | 5.13 | 145.27 |
| 65 | SH688172 | 燕东微 | 0.69% | 8.94 | 144.73 |
| 66 | SH688066 | 航天宏图 | 0.66% | 7.79 | 138.75 |
| 67 | SH688690 | 纳微科技 | 0.62% | 7.53 | 130.83 |
| 68 | SH688276 | 百克生物 | 0.62% | 4.63 | 131.42 |
| 69 | SH688387 | 信科移动 | 0.61% | 25.50 | 128.53 |
| 70 | SH688153 | 唯捷创芯 | 0.55% | 3.13 | 115.66 |
| 71 | SH688400 | 凌云光 | 0.55% | 6.92 | 115.44 |
| 72 | SH688107 | 安路科技 | 0.54% | 4.49 | 114.14 |
| 73 | SH688343 | 云天励飞 | 0.54% | 3.97 | 113.42 |
| 74 | SH688707 | 振华新材 | 0.53% | 11.39 | 110.91 |
| 75 | SH688097 | 博众精工 | 0.51% | 5.00 | 106.37 |
| 76 | SH688326 | 经纬恒润 | 0.49% | 1.80 | 102.97 |
| 77 | SH688048 | 长光华芯 | 0.49% | 3.29 | 102.83 |
| 78 | SH688348 | 昱能科技 | 0.47% | 1.68 | 98.99 |
| 79 | SH688177 | 百奥泰 | 0.47% | 4.64 | 97.93 |
| 80 | SH688232 | 新点软件 | 0.46% | 4.92 | 97.12 |
| 81 | SH688336 | 三生国健 | 0.45% | 4.60 | 93.71 |
| 82 | SH688432 | 有研硅 | 0.43% | 9.30 | 90.15 |
| 83 | SH688548 | 广钢气体 | 0.43% | 9.85 | 89.88 |
| 84 | SH688105 | 诺唯赞 | 0.43% | 4.48 | 89.66 |
| 85 | SH688686 | 奥普特 | 0.42% | 1.38 | 88.17 |
| 86 | SH688147 | 微导纳米 | 0.40% | 3.42 | 85.09 |
| 87 | SH688023 | 安恒信息 | 0.39% | 2.07 | 82.63 |
| 88 | SH688484 | 南芯科技 | 0.39% | 2.20 | 81.77 |
| 89 | SH688383 | 新益昌 | 0.38% | 1.53 | 79.82 |
| 90 | SH688526 | 科前生物 | 0.36% | 5.22 | 76.61 |
| 91 | SH688146 | 中船特气 | 0.36% | 2.54 | 75.77 |
| 92 | SH688549 | 中巨芯 | 0.35% | 11.02 | 74.41 |
| 93 | SH688001 | 华兴源创 | 0.35% | 3.30 | 74.54 |
| 94 | SH688352 | 颀中科技 | 0.34% | 6.18 | 70.49 |
| 95 | SH688702 | 盛科通信 | 0.30% | 1.54 | 62.26 |
| 96 | SH688582 | 芯动联科 | 0.26% | 1.94 | 54.61 |
| 97 | SH688055 | 龙腾光电 | 0.21% | 13.68 | 43.36 |
| 98 | SH688612 | 威迈斯 | 0.18% | 1.42 | 37.69 |
| 99 | SH688161 | 威高骨科 | 0.18% | 1.94 | 38.54 |
| 100 | SH688433 | 华曙高科 | 0.14% | 1.40 | 29.19 |
| 101 | SH603285 | 键邦股份 | 0.01% | 0.12 | 2.26 |
| 102 | SH603350 | 安乃达 | 0.01% | 0.11 | 2.16 |
| 103 | SH688692 | 达梦数据 | 0.01% | 0.01 | 1.29 |
| 104 | SH603325 | 博隆技术 | 0.00% | 0.01 | 0.35 |
| 105 | SH603082 | 北自科技 | 0.00% | 0.01 | 0.32 |
| 106 | SH603312 | 西典新能 | 0.00% | 0.01 | 0.31 |
| 107 | SH603375 | 盛景微 | 0.00% | 0.01 | 0.28 |
| 108 | SH603381 | 永臻股份 | 0.00% | 0.01 | 0.27 |
| 109 | SH603344 | 星德胜 | 0.00% | 0.02 | 0.41 |
| 110 | SH688530 | 欧莱新材 | 0.00% | 0.03 | 0.55 |
| 111 | SH688695 | 中创股份 | 0.00% | 0.02 | 0.59 |
| 112 | SH603341 | 龙旗科技 | 0.00% | 0.02 | 0.60 |
| 113 | SH688584 | 上海合晶 | 0.00% | 0.04 | 0.65 |
| 114 | SH601033 | 永兴股份 | 0.00% | 0.04 | 0.70 |
| 115 | SH688709 | 成都华微 | 0.00% | 0.05 | 0.96 |
| 116 | SH688691 | 灿芯股份 | 0.00% | 0.02 | 1.05 |
2024-03-31 持仓
24Q1 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 | SH688617 | 惠泰医疗 | 3.48% | 1.74 | 743.68 |
| 2 | SH688235 | 百济神州 | 2.64% | 4.27 | 563.83 |
| 3 | SH688002 | 睿创微纳 | 2.46% | 13.28 | 526.34 |
| 4 | SH689009 | 九号公司 | 2.25% | 16.05 | 480.80 |
| 5 | SH688017 | 绿的谐波 | 2.11% | 3.76 | 450.27 |
| 6 | SH688516 | 奥特维 | 2.01% | 4.18 | 429.42 |
| 7 | SH688037 | 芯源微 | 1.87% | 3.58 | 399.70 |
| 8 | SH688327 | 云从科技 | 1.86% | 30.86 | 396.88 |
| 9 | SH688639 | 华恒生物 | 1.83% | 3.50 | 392.05 |
| 10 | SH688578 | 艾力斯 | 1.82% | 8.35 | 388.16 |
2023-12-31 持仓
23Q4 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 | SH688002 | 睿创微纳 | 0.29% | 3.32 | 161.73 |
| 2 | SH688037 | 芯源微 | 0.29% | 1.01 | 161.54 |
| 3 | SH688567 | 孚能科技 | 0.27% | 7.90 | 152.00 |
| 4 | SH688617 | 惠泰医疗 | 0.25% | 0.37 | 135.64 |
| 5 | SH688772 | 珠海冠宇 | 0.24% | 6.21 | 132.61 |
| 6 | SH688017 | 绿的谐波 | 0.24% | 0.93 | 132.72 |
| 7 | SH688050 | 爱博医疗 | 0.22% | 0.67 | 124.11 |
| 8 | SH688556 | 高测股份 | 0.21% | 2.50 | 117.04 |
| 9 | SH688598 | 金博股份 | 0.19% | 1.28 | 106.18 |
| 10 | SH688516 | 奥特维 | 0.19% | 0.71 | 105.26 |