2026-03-31 持仓
26Q1 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 | 10.53% | 0.76 | 282.61 |
| 2 | SH688498 | 源杰科技 | 10.24% | 0.27 | 274.89 |
| 3 | SH688256 | 寒武纪 | 8.97% | 0.24 | 240.64 |
| 4 | SH688027 | 国盾量子 | 5.57% | 0.28 | 149.48 |
| 5 | SH688313 | 仕佳光子 | 4.46% | 1.44 | 119.76 |
| 6 | SH689009 | 九号公司 | 4.30% | 2.61 | 115.46 |
| 7 | SH688270 | ST臻镭 | 4.30% | 0.78 | 115.38 |
| 8 | SH688213 | 思特威 | 3.94% | 1.28 | 105.60 |
| 9 | SH688506 | 百利天恒 | 3.89% | 0.38 | 104.33 |
| 10 | SH688183 | 生益电子 | 3.54% | 1.13 | 94.88 |
2025-12-31 持仓
25Q4 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 | 9.88% | 1.19 | 267.23 |
| 2 | SH688256 | 寒武纪 | 9.28% | 0.19 | 250.91 |
| 3 | SH688072 | 拓荆科技 | 8.71% | 0.71 | 235.49 |
| 4 | SH688498 | 源杰科技 | 5.96% | 0.25 | 161.27 |
| 5 | SH689009 | 九号公司 | 4.95% | 2.41 | 133.87 |
| 6 | SH688027 | 国盾量子 | 4.85% | 0.26 | 131.04 |
| 7 | SH688313 | 仕佳光子 | 4.46% | 1.36 | 120.63 |
| 8 | SH688213 | 思特威 | 4.19% | 1.19 | 113.29 |
| 9 | SH688506 | 百利天恒 | 4.17% | 0.35 | 112.86 |
| 10 | SH688333 | 铂力特 | 3.81% | 0.92 | 102.95 |
| 11 | SH688183 | 生益电子 | 3.76% | 1.06 | 101.65 |
| 12 | SH688270 | 臻镭科技 | 3.27% | 0.72 | 88.42 |
| 13 | SH688629 | 华丰科技 | 2.84% | 0.77 | 76.68 |
| 14 | SH688322 | 奥比中光 | 2.79% | 0.84 | 75.46 |
| 15 | SH688536 | 思瑞浦 | 2.41% | 0.41 | 65.23 |
| 16 | SH688411 | 海博思创 | 2.17% | 0.24 | 58.81 |
| 17 | SH688297 | 中无人机 | 2.03% | 1.14 | 54.84 |
| 18 | SH688728 | 格科微 | 1.81% | 3.28 | 49.00 |
| 19 | SH688519 | 南亚新材 | 1.19% | 0.40 | 32.12 |
| 20 | SH688336 | 三生国健 | 1.15% | 0.52 | 31.08 |
| 21 | SH688233 | 神工股份 | 1.11% | 0.43 | 30.15 |
| 22 | SH688108 | 赛诺医疗 | 0.97% | 1.37 | 26.29 |
| 23 | SH688091 | 上海谊众 | 0.91% | 0.52 | 24.66 |
| 24 | SH688311 | 盟升电子 | 0.84% | 0.50 | 22.67 |
| 25 | SH688143 | 长盈通 | 0.77% | 0.42 | 20.89 |
| 26 | SH688678 | 福立旺 | 0.69% | 0.77 | 18.63 |
| 27 | SH688577 | 浙海德曼 | 0.67% | 0.19 | 18.24 |
| 28 | SH688636 | 智明达 | 0.67% | 0.42 | 18.03 |
| 29 | SH688488 | 艾迪药业 | 0.63% | 1.04 | 17.02 |
| 30 | SH688280 | 精进电动 | 0.62% | 1.92 | 16.73 |
| 31 | SH688302 | 海创药业 | 0.62% | 0.34 | 16.63 |
| 32 | SH688103 | 国力电子 | 0.62% | 0.28 | 16.87 |
| 33 | SH688661 | 和林微纳 | 0.61% | 0.32 | 16.42 |
| 34 | SH688443 | 智翔金泰 | 0.60% | 0.59 | 16.12 |
| 35 | SH688552 | 航天南湖 | 0.56% | 0.41 | 15.03 |
| 36 | SH688182 | 灿勤科技 | 0.55% | 0.50 | 14.78 |
| 37 | SH688207 | 格灵深瞳 | 0.49% | 0.88 | 13.32 |
| 38 | SH688293 | 奥浦迈 | 0.44% | 0.24 | 11.86 |
| 39 | SH688255 | 凯尔达 | 0.38% | 0.28 | 10.21 |
| 40 | SH688070 | 纵横股份 | 0.37% | 0.18 | 10.07 |
| 41 | SH688282 | 理工导航 | 0.35% | 0.15 | 9.46 |
| 42 | SH688115 | 思林杰 | 0.34% | 0.14 | 9.25 |
| 43 | SH688218 | 江苏北人 | 0.34% | 0.40 | 9.16 |
| 44 | SH688077 | 大地熊 | 0.33% | 0.29 | 8.87 |
| 45 | SH688600 | 皖仪科技 | 0.32% | 0.34 | 8.56 |
| 46 | SH688162 | 巨一科技 | 0.31% | 0.27 | 8.41 |
| 47 | SH688022 | 瀚川智能 | 0.29% | 0.51 | 7.81 |
| 48 | SH688610 | 埃科光电 | 0.26% | 0.12 | 7.11 |
| 49 | SH688236 | 春立医疗 | 0.20% | 0.24 | 5.46 |
| 50 | SH688758 | 赛分科技 | 0.11% | 0.16 | 2.86 |
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 | 12.59% | 2.67 | 413.36 |
| 2 | SH688256 | 寒武纪 | 9.89% | 0.25 | 324.76 |
| 3 | SH689009 | 九号公司 | 6.04% | 2.96 | 198.35 |
| 4 | SH688072 | 拓荆科技 | 5.73% | 0.72 | 188.19 |
| 5 | SH688213 | 思特威 | 5.24% | 1.45 | 172.23 |
| 6 | SH688361 | 中科飞测 | 4.06% | 1.15 | 133.49 |
| 7 | SH688498 | 源杰科技 | 4.06% | 0.31 | 133.50 |
| 8 | SH688313 | 仕佳光子 | 3.59% | 1.65 | 117.76 |
| 9 | SH688343 | 云天励飞 | 3.45% | 1.28 | 113.25 |
| 10 | SH688027 | 国盾量子 | 3.42% | 0.32 | 112.36 |
2025-06-30 持仓
25Q2 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 | 0.84% | 0.80 | 314.02 |
| 2 | SH688213 | 思特威 | 0.73% | 3.12 | 273.40 |
| 3 | SH688506 | 百利天恒 | 0.64% | 0.89 | 239.75 |
| 4 | SH688120 | 华海清科 | 0.63% | 1.58 | 234.40 |
| 5 | SH688578 | 艾力斯 | 0.61% | 2.51 | 226.83 |
| 6 | SH688266 | 泽璟制药 | 0.55% | 2.07 | 205.55 |
| 7 | SH688525 | 佰维存储 | 0.47% | 3.09 | 176.09 |
| 8 | SH688019 | 安集科技 | 0.46% | 1.01 | 173.21 |
| 9 | SH688018 | 乐鑫科技 | 0.38% | 0.75 | 141.17 |
| 10 | SH688343 | 云天励飞 | 0.35% | 2.77 | 132.71 |