持仓前10的股票
| 序号 | 股票代码 | 股票名称 | 持有量（万股） | 市值（万元） | 占净值比 |
|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 6.00 | 7240.46 | 3.65% |
| 2 | AVGO | 博通 | 2.85 | 6103.63 | 3.07% |
| 3 | TSM | 台积电 | 2.35 | 5495.27 | 2.77% |
| 4 | TSEM | Tower半导体 | 4.50 | 5463.97 | 2.75% |
| 5 | LITE | Lumentum控股 | 1.10 | 5348.95 | 2.69% |
| 6 | 300308 | 中际旭创 | 8.50 | 4839.98 | 2.44% |
| 7 | COHR | Coherent | 2.75 | 4532.74 | 2.28% |
| 8 | 300502 | 新易盛 | 10.00 | 4428.40 | 2.23% |
| 9 | 300476 | 胜宏科技 | 17.50 | 4392.50 | 2.21% |
| 10 | 3110 | Nitto Boseki | 5.00 | 4056.84 | 2.04% |
| 1 | AVGO | 博通 | 1.50 | 3649.00 | 5.80% |
| 2 | NVDA | 英伟达 | 2.50 | 3277.18 | 5.21% |
| 3 | 300308 | 中际旭创 | 4.00 | 2440.00 | 3.88% |
| 4 | 300502 | 新易盛 | 5.50 | 2369.84 | 3.77% |
| 5 | 300476 | 胜宏科技 | 7.50 | 2156.85 | 3.43% |
| 6 | TSM | 台积电 | 1.00 | 2135.98 | 3.39% |
| 7 | GOOG | 谷歌C | 0.65 | 1433.66 | 2.28% |
| 8 | LITE | Lumentum控股 | 0.55 | 1424.91 | 2.26% |
| 9 | VRT | 维谛技术 | 1.20 | 1366.48 | 2.17% |
| 10 | TSEM | Tower半导体 | 1.50 | 1237.98 | 1.97% |
| 1 | AVGO | 博通 | 0.88 | 2051.15 | 5.15% |
| 2 | NVDA | 英伟达 | 1.50 | 1988.62 | 4.99% |
| 3 | TSM | 台积电 | 0.80 | 1587.60 | 3.98% |
| 4 | 300476 | 胜宏科技 | 4.50 | 1284.75 | 3.22% |
| 5 | 300308 | 中际旭创 | 3.00 | 1211.04 | 3.04% |
| 6 | CLS | 天弘科技 | 0.55 | 962.86 | 2.42% |
| 7 | TSLA | 特斯拉 | 0.30 | 947.99 | 2.38% |
| 8 | 5803 | 藤仓 | 1.35 | 933.91 | 2.34% |
| 9 | SNPS | 新思科技 | 0.27 | 929.03 | 2.33% |
| 10 | LITE | Lumentum控股 | 0.80 | 924.91 | 2.32% |
| 1 | NVDA | 英伟达 | 1.50 | 1696.48 | 5.48% |
| 2 | AVGO | 博通 | 0.85 | 1677.28 | 5.42% |
| 3 | TSM | 台积电 | 0.95 | 1540.28 | 4.98% |
| 4 | 6857 | 爱德万测试 | 1.75 | 924.74 | 2.99% |
| 5 | BESI | Be Semiconductor Industries | 0.85 | 907.40 | 2.93% |
| 6 | CLS | 天弘科技 | 0.75 | 838.15 | 2.71% |
| 7 | VRT | 维谛技术 | 0.90 | 827.31 | 2.67% |
| 8 | ENR | 西门子能源 | 1.00 | 823.94 | 2.66% |
| 9 | MTSI | MACOM Technology | 0.75 | 769.32 | 2.49% |
| 10 | ANET | Arista Networks | 1.00 | 732.40 | 2.37% |
| 1 | NVDA | 英伟达 | 2.25 | 1750.44 | 5.09% |
| 2 | AVGO | 博通 | 1.35 | 1622.49 | 4.72% |
| 3 | TSM | 台积电 | 1.00 | 1191.58 | 3.47% |
| 4 | 6146 | Disco | 0.65 | 939.62 | 2.73% |
| 5 | BESI | Be Semiconductor Industries | 1.20 | 890.82 | 2.59% |
| 6 | ONTO | Onto Innovation | 1.00 | 871.00 | 2.53% |
| 7 | ANET | Arista Networks | 1.50 | 834.25 | 2.43% |
| 8 | 8035 | 东京电子TEL | 0.85 | 826.56 | 2.40% |
| 9 | LITE | Lumentum控股 | 1.75 | 783.11 | 2.28% |
| 10 | VRT | 维谛技术 | 1.50 | 777.40 | 2.26% |
| 1 | NVDA | 英伟达 | 2.20 | 2123.73 | 5.93% |
| 2 | AVGO | 博通 | 1.20 | 1999.87 | 5.58% |
| 3 | TSM | 台积电 | 1.20 | 1703.56 | 4.76% |
| 4 | BESI | Be Semiconductor Industries | 1.25 | 1244.56 | 3.47% |
| 5 | MTSI | MACOM Technology | 1.25 | 1167.31 | 3.26% |
| 6 | 285A | 铠侠 | 15.00 | 1137.33 | 3.17% |
| 7 | ANET | Arista Networks | 1.40 | 1112.35 | 3.10% |
| 8 | 6146 | Disco | 0.55 | 1086.54 | 3.03% |
| 9 | ASM | ASM国际 | 0.25 | 1051.34 | 2.93% |
| 10 | CDNS | 铿腾电子 | 0.45 | 971.92 | 2.71% |
| 1 | NVDA | 英伟达 | 4.75 | 4042.15 | 7.70% |
| 2 | AMD | 超威半导体 | 2.50 | 2874.44 | 5.47% |
| 3 | TSM | 台积电 | 2.20 | 2677.35 | 5.10% |
| 4 | 6857 | 爱德万测试 | 5.50 | 1819.55 | 3.47% |
| 5 | 300502 | 新易盛 | 13.75 | 1787.09 | 3.40% |
| 6 | 601138 | 工业富联 | 67.50 | 1700.33 | 3.24% |
| 7 | BESI | Be Semiconductor Industries | 1.85 | 1644.14 | 3.13% |
| 1 | NVDA | 英伟达 | 3.00 | 2641.33 | 7.19% |
| 2 | 300502 | 新易盛 | 15.58 | 1644.47 | 4.48% |
| 3 | TSM | 台积电 | 1.25 | 1548.39 | 4.21% |
| 4 | BESI | Be Semiconductor Industries | 1.00 | 1196.37 | 3.26% |
| 5 | LRCX | 拉姆研究 | 0.15 | 1138.35 | 3.10% |
| 序号 | 行业代码 | 行业类别 | 市值（万元） | 占净值比 |
|---|---|---|---|---|
| 1 | 45 | 信息技术 | 122657.26 | 61.77% |
| 2 | 20 | 工业 | 35105.13 | 17.68% |
| 3 | 15 | 基础材料 | 3719.00 | 1.87% |
| 4 | 1010 | 能源 | 3320.85 | 1.67% |
| 1 | 45 | 信息技术 | 46009.92 | 73.12% |
| 2 | 20 | 工业 | 10658.93 | 16.94% |
| 3 | 5010 | 电信服务 | 1433.66 | 2.28% |
| 4 | 15 | 基础材料 | 501.50 | 0.80% |
| 1 | 45 | 信息技术 | 28487.99 | 71.48% |
| 2 | 20 | 工业 | 5722.36 | 14.36% |
| 3 | 25 | 消费者非必需品 | 1470.89 | 3.69% |
| 1 | 45 | 信息技术 | 23915.23 | 77.27% |
| 2 | 20 | 工业 | 3587.73 | 11.59% |
| 1 | 45 | 信息技术 | 25686.66 | 74.70% |
| 2 | 20 | 工业 | 2525.96 | 7.35% |
| 3 | 25 | 消费者非必需品 | 744.12 | 2.16% |
| 4 | 35 | 医疗保健 | 558.76 | 1.62% |
| 1 | 45 | 信息技术 | 29123.80 | 81.29% |
| 2 | 20 | 工业 | 1786.74 | 4.99% |
| 3 | 5510 | 公用事业 | 941.36 | 2.63% |
| 4 | 1010 | 能源 | 478.82 | 1.34% |
| 1 | 45 | 信息技术 | 48558.56 | 92.49% |
| 2 | 20 | 工业 | 1418.72 | 2.70% |
| 1 | 45 | 信息技术 | 31482.05 | 85.68% |
| 2 | 20 | 工业 | 346.80 | 0.94% |
| 3 | 15 | 基础材料 | 52.39 | 0.14% |