| 序号 | 股票代码 | 股票简称 | 变动数量(股) | 变动市值(元) | 变动类型 |
| 1 | 00100 | MINIMAX-W | 42,440.00 | 32,467,209.80 | 新增 |
| 2 | 06869 | 长飞光纤光缆 | 146,500.00 | 23,671,448.03 | 新增 |
| 3 | AXTI | AXT Inc | 46,171.00 | 18,203,720.68 | 新增 |
| 4 | 600498 | 烽火通信 | 357,201.00 | 18,031,506.48 | 新增 |
| 5 | 300604 | 长川科技 | 138,900.00 | 16,813,845.00 | 新增 |
| 6 | GLW | 康宁 | 17,369.00 | 16,341,290.48 | 新增 |
| 7 | LITE | Lumentum Holdings Inc | -59.00 | 13,571,888.15 | 减仓 |
| 8 | TSEM | Tower半导体 | -1,897.00 | 4,230,061.21 | 减仓 |
| 9 | MU | 美光科技 | 0.00 | 2,261,241.16 | 持有 |
| 10 | GOOGL | 谷歌-A | 0.00 | -1,467,906.99 | 持有 |