| 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 | 300450 | 先导智能 | 1,446,789.00 | 90,019,211.58 | 新增 |
| 2 | 002709 | 天赐材料 | 1,779,768.00 | 67,933,744.56 | 新增 |
| 3 | 300014 | 亿纬锂能 | -600,100.00 | 45,388,868.46 | 减仓 |
| 4 | 002050 | 三花智控 | -1,059,500.00 | 37,681,531.45 | 减仓 |
| 5 | 300750 | 宁德时代 | -245,510.00 | 32,079,545.58 | 减仓 |
| 6 | 603799 | 华友钴业 | -657,600.00 | 27,525,745.28 | 减仓 |
| 7 | 002460 | 赣锋锂业 | -531,200.00 | 22,883,505.56 | 减仓 |
| 8 | 300124 | 汇川技术 | -882,363.00 | -9,458,441.41 | 减仓 |
| 9 | 000625 | 长安汽车 | -2,362,400.00 | -33,632,207.00 | 减仓 |
| 10 | 002594 | 比亚迪 | 736,036.00 | -56,749,042.04 | 仓增 |