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 | 9.96% | 32.81 | 7363.41 |
| 2 | SH688256 | 寒武纪 | 9.43% | 5.14 | 6969.83 |
| 3 | SH688008 | 澜起科技 | 9.41% | 59.03 | 6953.82 |
| 4 | SH688521 | 芯原股份 | 5.63% | 30.37 | 4160.07 |
| 5 | SH688110 | 东芯股份 | 4.54% | 25.55 | 3356.47 |
| 6 | SH688525 | 佰维存储 | 4.19% | 26.98 | 3097.05 |
| 7 | SH688002 | 睿创微纳 | 4.15% | 30.40 | 3064.21 |
| 8 | SH688099 | 晶晨股份 | 3.28% | 27.80 | 2425.01 |
| 9 | SH688385 | 复旦微电 | 3.09% | 31.01 | 2285.80 |
| 10 | SH688608 | 恒玄科技 | 3.00% | 9.76 | 2214.75 |
| 11 | SH688795 | 摩尔线程 | 0.03% | 0.05 | 21.93 |
| 12 | SH688783 | 西安奕材 | 0.02% | 0.99 | 18.10 |
| 13 | SH688765 | 禾元生物 | 0.02% | 0.27 | 14.28 |
| 14 | SH688809 | 强一股份 | 0.01% | 0.02 | 4.39 |
| 15 | SH688759 | 必贝特 | 0.01% | 0.28 | 7.00 |
2025-09-30 持仓
25Q3 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 | 13.41% | 7.65 | 10130.95 |
| 2 | SH688041 | 海光信息 | 11.53% | 34.49 | 8712.00 |
| 3 | SH688008 | 澜起科技 | 11.47% | 55.99 | 8666.48 |
| 4 | SH688521 | 芯原股份 | 6.12% | 25.29 | 4628.18 |
| 5 | SH688099 | 晶晨股份 | 3.58% | 24.32 | 2703.86 |
| 6 | SH688608 | 恒玄科技 | 3.34% | 8.49 | 2525.42 |
| 7 | SH688525 | 佰维存储 | 3.21% | 23.27 | 2427.04 |
| 8 | SH688213 | 思特威 | 3.20% | 20.31 | 2419.54 |
| 9 | SH688110 | 东芯股份 | 3.16% | 22.35 | 2389.18 |
| 10 | SH688002 | 睿创微纳 | 3.08% | 26.34 | 2329.18 |
| 11 | SH688775 | 影石创新 | 0.01% | 0.02 | 4.90 |
| 12 | SH603049 | 中策橡胶 | 0.00% | 0.01 | 0.52 |
| 13 | SH603418 | 友升股份 | 0.00% | 0.01 | 0.71 |
| 14 | SH688755 | 汉邦科技 | 0.00% | 0.02 | 0.89 |
| 15 | SH688729 | 屹唐股份 | 0.00% | 0.11 | 2.47 |
2025-06-30 持仓
25Q2 分析 →
共 63 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 | 10.15% | 17.54 | 2477.68 |
| 2 | SH688256 | 寒武纪 | 9.71% | 3.94 | 2369.61 |
| 3 | SH688008 | 澜起科技 | 9.58% | 28.53 | 2339.61 |
| 4 | SH688521 | 芯原股份 | 5.11% | 12.93 | 1247.82 |
| 5 | SH688608 | 恒玄科技 | 4.38% | 3.07 | 1069.69 |
| 6 | SH688213 | 思特威 | 4.33% | 10.35 | 1058.43 |
| 7 | SH688002 | 睿创微纳 | 3.81% | 13.34 | 930.22 |
| 8 | SH688099 | 晶晨股份 | 3.60% | 12.39 | 879.82 |
| 9 | SH688525 | 佰维存储 | 3.27% | 11.83 | 797.47 |
| 10 | SH688047 | 龙芯中科 | 3.23% | 5.92 | 789.86 |
| 11 | SH688220 | 翱捷科技 | 2.96% | 9.24 | 723.68 |
| 12 | SH688052 | 纳芯微 | 2.64% | 3.69 | 643.64 |
| 13 | SH688385 | 复旦微电 | 2.40% | 11.89 | 586.06 |
| 14 | SH688018 | 乐鑫科技 | 2.07% | 3.46 | 506.11 |
| 15 | SH688582 | 芯动联科 | 2.02% | 7.35 | 494.04 |
| 16 | SH688536 | 思瑞浦 | 1.94% | 3.42 | 474.03 |
| 17 | SH688728 | 格科微 | 1.81% | 28.73 | 442.38 |
| 18 | SH688484 | 南芯科技 | 1.76% | 10.88 | 430.19 |
| 19 | SH688110 | 东芯股份 | 1.43% | 11.39 | 349.28 |
| 20 | SH688123 | 聚辰股份 | 1.34% | 4.04 | 326.83 |
| 21 | SH688141 | 杰华特 | 1.31% | 9.84 | 320.49 |
| 22 | SH688279 | 峰岹科技 | 1.27% | 1.67 | 310.36 |
| 23 | SH688591 | 泰凌微 | 1.22% | 6.24 | 298.91 |
| 24 | SH688702 | 盛科通信 | 1.13% | 4.51 | 275.73 |
| 25 | SH688049 | 炬芯科技 | 1.06% | 4.29 | 259.42 |
| 26 | SH688270 | 臻镭科技 | 1.05% | 5.50 | 256.05 |
| 27 | SH688798 | 艾为电子 | 0.96% | 3.42 | 233.39 |
| 28 | SH688262 | 国芯科技 | 0.94% | 8.64 | 230.32 |
| 29 | SH688709 | 成都华微 | 0.94% | 6.98 | 228.51 |
| 30 | SH688766 | 普冉股份 | 0.84% | 3.26 | 206.05 |
| 31 | SH688508 | 芯朋微 | 0.77% | 3.39 | 189.15 |
| 32 | SH688206 | 概伦电子 | 0.76% | 6.38 | 185.52 |
| 33 | SH688332 | 中科蓝讯 | 0.74% | 1.75 | 180.40 |
| 34 | SH688107 | 安路科技 | 0.68% | 5.92 | 167.05 |
| 35 | SH688593 | 新相微 | 0.68% | 10.14 | 165.65 |
| 36 | SH688486 | 龙迅股份 | 0.67% | 2.46 | 164.41 |
| 37 | SH688515 | 裕太微 | 0.58% | 1.53 | 140.54 |
| 38 | SH688381 | 帝奥微 | 0.56% | 6.35 | 137.47 |
| 39 | SH688653 | 康希通信 | 0.55% | 10.90 | 133.58 |
| 40 | SH688512 | 慧智微 | 0.53% | 11.89 | 129.70 |
| 41 | SH688380 | 中微半导 | 0.49% | 4.41 | 119.61 |
| 42 | SH688601 | 力芯微 | 0.48% | 2.94 | 117.39 |
| 43 | SH688595 | 芯海科技 | 0.48% | 3.14 | 117.28 |
| 44 | SH688209 | 英集芯 | 0.48% | 6.28 | 115.99 |
| 45 | SH688252 | 天德钰 | 0.45% | 4.51 | 109.95 |
| 46 | SH688620 | 安凯微 | 0.44% | 8.62 | 107.84 |
| 47 | SH688173 | 希荻微 | 0.42% | 7.53 | 102.86 |
| 48 | SH688259 | 创耀科技 | 0.40% | 2.48 | 98.24 |
| 49 | SH688153 | 唯捷创芯 | 0.40% | 3.15 | 97.56 |
| 50 | SH688691 | 灿芯股份 | 0.35% | 1.40 | 86.60 |
| 51 | SH688775 | 影石创新 | 0.01% | 0.02 | 2.30 |
| 52 | SH688757 | 胜科纳米 | 0.00% | 0.05 | 1.18 |
| 53 | SH603409 | 汇通控股 | 0.00% | 0.00 | 0.09 |
| 54 | SH603257 | 中国瑞林 | 0.00% | 0.00 | 0.16 |
| 55 | SH603120 | 肯特催化 | 0.00% | 0.01 | 0.22 |
| 56 | SH603210 | 泰鸿万立 | 0.00% | 0.01 | 0.22 |
| 57 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.24 |
| 58 | SH603202 | 天有为 | 0.00% | 0.00 | 0.24 |
| 59 | SH603400 | 华之杰 | 0.00% | 0.01 | 0.25 |
| 60 | SH603124 | 江南新材 | 0.00% | 0.01 | 0.31 |
| 61 | SH603014 | 威高血净 | 0.00% | 0.01 | 0.31 |
| 62 | SH603049 | 中策橡胶 | 0.00% | 0.01 | 0.45 |
| 63 | SH688755 | 汉邦科技 | 0.00% | 0.02 | 0.80 |
2025-03-31 持仓
25Q1 分析 →
共 14 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 | 9.49% | 2.81 | 1751.13 |
| 2 | SH688008 | 澜起科技 | 9.34% | 22.01 | 1723.12 |
| 3 | SH688041 | 海光信息 | 9.00% | 11.74 | 1658.99 |
| 4 | SH688521 | 芯原股份 | 5.98% | 10.40 | 1102.02 |
| 5 | SH688608 | 恒玄科技 | 4.81% | 2.18 | 887.36 |
| 6 | SH688099 | 晶晨股份 | 4.51% | 9.96 | 831.08 |
| 7 | SH688213 | 思特威 | 4.39% | 8.34 | 808.96 |
| 8 | SH688002 | 睿创微纳 | 3.54% | 10.68 | 652.53 |
| 9 | SH688525 | 佰维存储 | 3.49% | 8.99 | 643.01 |
| 10 | SH688220 | 翱捷科技 | 3.43% | 6.23 | 632.55 |
| 11 | SH603257 | 中国瑞林 | 0.00% | 0.04 | 0.85 |
| 12 | SH688757 | 胜科纳米 | 0.00% | 0.05 | 0.83 |
| 13 | SH603124 | 江南新材 | 0.00% | 0.01 | 0.21 |
| 14 | SH603409 | 汇通控股 | 0.00% | 0.00 | 0.08 |