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 | TSM | 台积电 | 37.45 | 87568.59 | 8.88% |
| 2 | LITE | Lumentum控股 | 17.62 | 85656.55 | 8.68% |
| 3 | 300502 | 新易盛 | 134.12 | 59393.83 | 6.02% |
| 4 | 300308 | 中际旭创 | 80.83 | 46027.63 | 4.67% |
| 5 | GLW | 康宁 | 48.98 | 46080.11 | 4.67% |
| 6 | AXTI | AXT | 116.75 | 46028.99 | 4.67% |
| 7 | 688498 | 源杰科技 | 44.06 | 44301.50 | 4.49% |
| 8 | TSEM | Tower半导体 | 30.20 | 36664.96 | 3.72% |
| 9 | GOOGL | 谷歌A | 16.68 | 33190.30 | 3.36% |
| 10 | 002384 | 东山精密 | 255.00 | 26341.72 | 2.67% |
| 1 | TSM | 台积电 | 26.86 | 57381.02 | 7.07% |
| 2 | 300502 | 新易盛 | 121.06 | 52163.07 | 6.43% |
| 3 | GOOGL | 谷歌A | 23.09 | 50791.73 | 6.26% |
| 4 | 300308 | 中际旭创 | 78.04 | 47606.84 | 5.87% |
| 5 | LITE | Lumentum控股 | 15.93 | 41270.57 | 5.09% |
| 6 | MU | 美光科技 | 20.29 | 40703.16 | 5.02% |
| 7 | AVGO | 博通 | 16.30 | 39660.27 | 4.89% |
| 8 | TSEM | Tower半导体 | 44.77 | 36949.65 | 4.56% |
| 9 | COHR | Coherent | 19.54 | 25349.35 | 3.13% |
| 10 | HK0700 | 腾讯控股 | 36.79 | 19904.45 | 2.45% |
| 1 | TSM | 台积电 | 20.31 | 40301.72 | 6.75% |
| 2 | NVDA | 英伟达 | 29.94 | 39693.58 | 6.65% |
| 3 | GOOGL | 谷歌A | 17.73 | 30626.38 | 5.13% |
| 4 | AVGO | 博通 | 11.85 | 27777.07 | 4.65% |
| 5 | CLS | 天弘科技 | 12.50 | 21883.16 | 3.66% |
| 6 | HK9988 | 阿里巴巴-W | 128.08 | 20697.40 | 3.47% |
| 7 | MU | 美光科技 | 16.24 | 19305.59 | 3.23% |
| 8 | 300207 | 欣旺达 | 498.56 | 16846.41 | 2.82% |
| 9 | 688123 | 聚辰股份 | 103.67 | 16843.87 | 2.82% |
| 10 | 688008 | 澜起科技 | 107.54 | 16647.32 | 2.79% |
| 1 | AVGO | 博通 | 4.69 | 9248.51 | 7.02% |
| 2 | CLS | 天弘科技 | 7.13 | 7967.98 | 6.04% |
| 3 | 300502 | 新易盛 | 52.17 | 6627.14 | 5.03% |
| 4 | NVDA | 英伟达 | 5.83 | 6589.81 | 5.00% |
| 5 | MSFT | 微软 | 1.77 | 6287.94 | 4.77% |
| 6 | 002463 | 沪电股份 | 96.17 | 4094.92 | 3.11% |
| 7 | APH | 安费诺 | 5.27 | 3724.44 | 2.83% |
| 8 | AMD | 超威半导体 | 3.51 | 3568.52 | 2.71% |
| 9 | 002602 | 世纪华通 | 303.36 | 3361.25 | 2.55% |
| 10 | ZS | Zscaler | 1.15 | 2581.33 | 1.96% |
| 1 | HK0700 | 腾讯控股 | 21.25 | 9746.24 | 7.70% |
| 2 | HK9988 | 阿里巴巴-W | 67.69 | 7995.69 | 6.31% |
| 3 | HK0762 | 中国联通 | 617.80 | 4954.38 | 3.91% |
| 4 | HK0981 | 中芯国际 | 108.05 | 4596.71 | 3.63% |
| 5 | HK1810 | 小米集团-W | 91.84 | 4169.83 | 3.29% |
| 6 | HK1024 | 快手-W | 61.89 | 3104.14 | 2.45% |
| 7 | META | Meta | 0.68 | 2804.63 | 2.21% |
| 8 | HK9992 | 泡泡玛特 | 17.88 | 2582.28 | 2.04% |
| 9 | HK1385 | 上海复旦 | 106.90 | 2451.47 | 1.94% |
| 10 | 002602 | 世纪华通 | 334.09 | 2148.20 | 1.70% |
| 1 | TSM | 台积电 | 3.37 | 4784.74 | 5.91% |
| 2 | AVGO | 博通 | 2.45 | 4078.24 | 5.03% |
| 3 | NVDA | 英伟达 | 4.09 | 3950.42 | 4.88% |
| 4 | MSFT | 微软 | 1.27 | 3837.99 | 4.74% |
| 5 | HK0700 | 腾讯控股 | 7.53 | 2907.77 | 3.59% |
| 6 | HK1810 | 小米集团-W | 90.48 | 2890.69 | 3.57% |
| 7 | TSLA | 特斯拉 | 0.95 | 2747.95 | 3.39% |
| 8 | MRVL | 迈威尔科技 | 2.85 | 2263.89 | 2.79% |
| 9 | 600941 | 中国移动 | 18.35 | 2168.24 | 2.68% |
| 10 | CRDO | Credo Technology | 4.48 | 2166.56 | 2.67% |
| 1 | TSM | 台积电 | 1.43 | 1746.12 | 5.84% |
| 2 | HK3690 | 美团-W | 10.68 | 1656.71 | 5.54% |
| 3 | NVDA | 英伟达 | 1.86 | 1584.61 | 5.30% |
| 4 | HK9988 | 阿里巴巴-W | 15.61 | 1548.46 | 5.17% |
| 5 | AAPL | 苹果 | 0.79 | 1283.48 | 4.29% |
| 6 | ANET | Arista Networks | 0.47 | 1275.94 | 4.26% |
| 7 | BABA | 阿里巴巴 | 0.09 | 67.22 | 0.22% |
| 1 | NVDA | 英伟达 | 2.44 | 2144.06 | 8.66% |
| 2 | TSM | 台积电 | 1.62 | 2010.80 | 8.12% |
| 3 | MSFT | 微软 | 0.55 | 1750.65 | 7.07% |
| 4 | AAPL | 苹果 | 0.74 | 1107.17 | 4.47% |
| 5 | HK0700 | 腾讯控股 | 2.72 | 924.48 | 3.73% |
| 6 | APH | 安费诺 | 1.50 | 720.29 | 2.91% |
| 7 | GOOG | 谷歌C | 0.11 | 149.28 | 0.60% |
| 序号 | 行业代码 | 行业类别 | 市值（万元） | 占净值比 |
|---|---|---|---|---|
| 1 | 45 | 信息技术 | 699020.92 | 70.85% |
| 2 | 20 | 工业 | 67727.05 | 6.86% |
| 3 | 5010 | 电信服务 | 37027.88 | 3.75% |
| 4 | 1010 | 能源 | 17137.89 | 1.74% |
| 5 | 15 | 材料 | 5816.59 | 0.59% |
| 6 | 35 | 保健 | 3922.44 | 0.40% |
| 7 | 25 | 非必需消费品 | 3714.94 | 0.38% |
| 8 | 30 | 必需消费品 | 1561.51 | 0.16% |
| 9 | 40 | 金融 | 91.18 | 0.01% |
| 10 | 0 | 其他-GICS未分类 | 103.24 | 0.01% |
| 1 | 45 | 信息技术 | 530107.13 | 65.36% |
| 2 | 5010 | 电信服务 | 76654.89 | 9.45% |
| 3 | 25 | 非必需消费品 | 29484.84 | 3.64% |
| 4 | 20 | 工业 | 22560.21 | 2.78% |
| 5 | 40 | 金融 | 14503.76 | 1.79% |
| 6 | 15 | 材料 | 13387.60 | 1.65% |
| 7 | 30 | 必需消费品 | 2259.47 | 0.28% |
| 8 | 35 | 保健 | 390.60 | 0.05% |
| 9 | 0 | 其他-GICS未分类 | 125.17 | 0.02% |
| 1 | 45 | 信息技术 | 374549.87 | 62.72% |
| 2 | 5010 | 电信服务 | 73260.43 | 12.27% |
| 3 | 20 | 工业 | 46438.38 | 7.78% |
| 4 | 25 | 非必需消费品 | 32037.87 | 5.37% |
| 5 | 40 | 金融 | 13630.81 | 2.28% |
| 6 | 15 | 材料 | 8380.23 | 1.40% |
| 7 | 35 | 保健 | 4080.23 | 0.68% |
| 8 | 30 | 必需消费品 | 826.57 | 0.14% |
| 9 | 0 | 其他-GICS未分类 | 22.25 | 0.00% |
| 1 | 45 | 信息技术 | 85747.61 | 65.05% |
| 2 | 5010 | 电信服务 | 18405.99 | 13.96% |
| 3 | 35 | 保健 | 5516.06 | 4.18% |
| 4 | 25 | 非必需消费品 | 4795.00 | 3.64% |
| 5 | 40 | 金融 | 3307.56 | 2.51% |
| 6 | 15 | 材料 | 2702.50 | 2.05% |
| 7 | 20 | 工业 | 2242.66 | 1.70% |
| 8 | 30 | 必需消费品 | 547.94 | 0.42% |
| 9 | 6010 | 房地产 | 491.22 | 0.37% |
| 10 | 0 | 其他-GICS未分类 | 3.64 | 0.00% |
| 1 | 45 | 信息技术 | 39435.91 | 31.14% |
| 2 | 5010 | 电信服务 | 23348.11 | 18.43% |
| 3 | 25 | 非必需消费品 | 16301.57 | 12.87% |
| 4 | 20 | 工业 | 5305.43 | 4.19% |
| 5 | 15 | 材料 | 3102.47 | 2.45% |
| 6 | 35 | 保健 | 2685.66 | 2.12% |
| 7 | 40 | 金融 | 1571.20 | 1.24% |
| 8 | 30 | 必需消费品 | 1220.93 | 0.96% |
| 9 | 6010 | 房地产 | 266.89 | 0.21% |
| 10 | 5510 | 公用事业 | 200.79 | 0.16% |
| 1 | 45 | 信息技术 | 44813.93 | 55.32% |
| 2 | 25 | 非必需消费品 | 7789.00 | 9.61% |
| 3 | 5010 | 电信服务 | 6945.52 | 8.57% |
| 4 | 20 | 工业 | 2333.51 | 2.88% |
| 5 | 40 | 金融 | 1963.05 | 2.42% |
| 6 | 5510 | 公用事业 | 1439.94 | 1.78% |
| 7 | 30 | 必需消费品 | 271.99 | 0.34% |
| 8 | 35 | 保健 | 267.64 | 0.33% |
| 9 | 15 | 材料 | 169.18 | 0.21% |
| 10 | 0 | 其他-GICS未分类 | 14.13 | 0.02% |
| 1 | 45 | 信息技术 | 13853.19 | 46.30% |
| 2 | 25 | 非必需消费品 | 7556.08 | 25.25% |
| 3 | 5010 | 电信服务 | 3163.63 | 10.57% |
| 4 | 20 | 工业 | 1354.64 | 4.53% |
| 5 | 40 | 金融 | 1338.98 | 4.47% |
| 6 | 15 | 材料 | 282.89 | 0.95% |
| 7 | 35 | 保健 | 175.73 | 0.59% |
| 8 | 30 | 必需消费品 | 110.16 | 0.37% |
| 9 | 6010 | 房地产 | 60.30 | 0.20% |
| 10 | 5510 | 公用事业 | 16.88 | 0.06% |
| 1 | 45 | 信息技术 | 13885.12 | 56.07% |
| 2 | 5010 | 电信服务 | 1928.20 | 7.79% |
| 3 | 25 | 非必需消费品 | 1836.38 | 7.42% |
| 4 | 20 | 工业 | 959.15 | 3.87% |
| 5 | 15 | 材料 | 450.06 | 1.82% |
| 6 | 35 | 保健 | 437.87 | 1.77% |
| 7 | 5510 | 公用事业 | 409.15 | 1.65% |
| 8 | 40 | 金融 | 356.62 | 1.44% |
| 9 | 1010 | 能源 | 175.59 | 0.71% |
| 10 | 30 | 必需消费品 | 34.57 | 0.14% |