| 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 | 300602 | 飞荣达 | 2,640,114.00 | 87,546,180.24 | 新增 |
| 2 | 688002 | 睿创微纳 | 777,050.00 | 78,326,640.00 | 新增 |
| 3 | 300548 | 长芯博创 | 543,996.00 | 77,247,432.00 | 新增 |
| 4 | 002916 | 深南电路 | 296,441.00 | 68,860,279.89 | 新增 |
| 5 | 601138 | 工业富联 | 528,600.00 | 28,260,678.00 | 仓增 |
| 6 | 688630 | 芯碁微装 | 83,147.00 | 7,208,283.26 | 仓增 |
| 7 | 002080 | 中材科技 | -505,100.00 | -12,578,302.00 | 减仓 |
| 8 | 688519 | 南亚新材 | -328,197.00 | -16,090,532.82 | 减仓 |
| 9 | 01385 | 上海复旦 | -785,000.00 | -33,579,447.11 | 减仓 |
| 10 | 000811 | 冰轮环境 | -3,993,208.00 | -38,175,597.88 | 减仓 |