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 | SH688111 | 金山办公 | 9.83% | 117.52 | 36086.90 |
| 2 | SH688256 | 寒武纪 | 9.35% | 25.32 | 34325.91 |
| 3 | SH688008 | 澜起科技 | 9.35% | 291.25 | 34308.92 |
| 4 | SH688521 | 芯原股份 | 9.29% | 248.95 | 34098.93 |
| 5 | SH688169 | 石头科技 | 5.81% | 140.19 | 21317.49 |
| 6 | SH688099 | 晶晨股份 | 5.42% | 227.87 | 19877.37 |
| 7 | SH688385 | 复旦微电 | 5.11% | 254.27 | 18740.03 |
| 8 | SH688608 | 恒玄科技 | 4.94% | 79.86 | 18123.16 |
| 9 | SH688568 | 中科星图 | 4.39% | 273.27 | 16122.87 |
| 10 | SH688343 | 云天励飞 | 3.52% | 169.88 | 12924.23 |
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 | 12.36% | 59.05 | 9140.24 |
| 2 | SH688521 | 芯原股份 | 10.56% | 42.66 | 7805.87 |
| 3 | SH688256 | 寒武纪 | 9.65% | 5.39 | 7135.13 |
| 4 | SH688111 | 金山办公 | 9.27% | 21.66 | 6854.95 |
| 5 | SH688169 | 石头科技 | 6.94% | 24.46 | 5131.49 |
| 6 | SH688099 | 晶晨股份 | 6.19% | 41.14 | 4574.18 |
| 7 | SH688608 | 恒玄科技 | 4.78% | 11.89 | 3537.16 |
| 8 | SH688343 | 云天励飞 | 3.62% | 30.27 | 2678.53 |
| 9 | SH688385 | 复旦微电 | 3.54% | 39.24 | 2615.62 |
| 10 | SH688018 | 乐鑫科技 | 3.37% | 11.48 | 2489.83 |
2025-06-30 持仓
25Q2 分析 →
共 33 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 | 9.81% | 1.41 | 846.07 |
| 2 | SH688008 | 澜起科技 | 9.73% | 10.23 | 838.58 |
| 3 | SH688111 | 金山办公 | 9.49% | 2.92 | 818.05 |
| 4 | SH688521 | 芯原股份 | 7.95% | 7.10 | 685.36 |
| 5 | SH688169 | 石头科技 | 7.62% | 4.19 | 656.49 |
| 6 | SH688608 | 恒玄科技 | 6.83% | 1.69 | 589.03 |
| 7 | SH688099 | 晶晨股份 | 5.62% | 6.82 | 484.61 |
| 8 | SH688385 | 复旦微电 | 3.73% | 6.53 | 321.64 |
| 9 | SH688568 | 中科星图 | 3.43% | 8.20 | 295.27 |
| 10 | SH688208 | 道通科技 | 3.37% | 9.50 | 290.81 |
| 11 | SH688018 | 乐鑫科技 | 3.22% | 1.90 | 277.30 |
| 12 | SH688343 | 云天励飞 | 2.89% | 5.04 | 248.86 |
| 13 | SH688322 | 奥比中光 | 2.77% | 4.05 | 239.09 |
| 14 | SH688088 | 虹软科技 | 2.73% | 4.88 | 235.23 |
| 15 | SH688327 | 云从科技 | 2.69% | 16.83 | 232.10 |
| 16 | SH688561 | 奇安信 | 2.19% | 5.55 | 188.67 |
| 17 | SH688158 | 优刻得 | 1.94% | 7.39 | 167.27 |
| 18 | SH688400 | 凌云光 | 1.49% | 4.67 | 128.73 |
| 19 | SH688100 | 威胜信息 | 1.28% | 2.99 | 110.71 |
| 20 | SH688475 | 萤石网络 | 1.17% | 3.19 | 100.56 |
| 21 | SH688107 | 安路科技 | 1.06% | 3.25 | 91.72 |
| 22 | SH688003 | 天准科技 | 1.04% | 1.95 | 89.68 |
| 23 | SH688615 | 合合信息 | 1.01% | 0.55 | 87.02 |
| 24 | SH688066 | 航天宏图 | 0.96% | 4.23 | 82.92 |
| 25 | SH688225 | 亚信安全 | 0.96% | 4.05 | 82.61 |
| 26 | SH688031 | 星环科技 | 0.93% | 1.72 | 80.34 |
| 27 | SH688232 | 新点软件 | 0.93% | 2.67 | 80.31 |
| 28 | SH688095 | 福昕软件 | 0.88% | 1.12 | 75.74 |
| 29 | SH688686 | 奥普特 | 0.83% | 0.75 | 71.62 |
| 30 | SH688595 | 芯海科技 | 0.75% | 1.72 | 64.37 |
| 31 | SH688775 | 影石创新 | 0.01% | 0.01 | 1.04 |
| 32 | SH603400 | 华之杰 | 0.00% | 0.00 | 0.20 |
| 33 | SH603382 | 海阳科技 | 0.00% | 0.01 | 0.17 |