| 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 | 300476 | 胜宏科技 | 281,100.00 | 80,254,050.00 | 新增 |
| 2 | 300502 | 新易盛 | -243,500.00 | 77,668,455.00 | 减仓 |
| 3 | 300308 | 中际旭创 | -219,300.00 | 72,940,485.60 | 减仓 |
| 4 | 688256 | 寒武纪 | -48,998.00 | 40,565,397.00 | 减仓 |
| 5 | 300750 | 宁德时代 | -157,000.00 | 39,733,934.80 | 减仓 |
| 6 | 300274 | 阳光电源 | -357,300.00 | 38,400,948.14 | 减仓 |
| 7 | 688008 | 澜起科技 | -281,315.00 | 15,125,889.20 | 减仓 |
| 8 | 688041 | 海光信息 | -228,323.00 | 15,057,122.54 | 减仓 |
| 9 | 688981 | 中芯国际 | -490,424.00 | 4,010,752.68 | 减仓 |
| 10 | 300124 | 汇川技术 | -464,500.00 | -13,357,877.50 | 减仓 |