| 序号 | 股票代码 | 股票简称 | 持股数量(股) | 持股市值(元) | 占基金净值比(%) |
| 1 | 603986 | 兆易创新 | 62,759.00 | 51,148,585.00 | 6.22 |
| 2 | 300308 | 中际旭创 | 37,300.00 | 47,371,000.00 | 5.76 |
| 3 | 688766 | 普冉股份 | 53,028.00 | 40,651,264.80 | 4.95 |
| 4 | 300502 | 新易盛 | 64,600.00 | 39,212,200.00 | 4.77 |
| 5 | MU | 美光科技 | 4,250.00 | 33,412,453.48 | 4.06 |
| 6 | 01888 | 建滔积层板 | 371,000.00 | 31,949,307.76 | 3.89 |
| 7 | 600176 | 中国巨石 | 418,400.00 | 30,492,992.00 | 3.71 |
| 8 | 002463 | 沪电股份 | 198,100.00 | 30,269,680.00 | 3.68 |
| 9 | 285A | KIOXIA | 7,600.00 | 28,656,526.56 | 3.49 |
| 10 | TSM | 台积电 | 7,644.00 | 24,863,497.49 | 3.02 |
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