| 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 | 00700 | 腾讯控股 | 82,600.00 | 49,998,254.13 | 7.57 |
| 2 | 300750 | 宁德时代 | 88,360.00 | 35,520,720.00 | 5.38 |
| 3 | 002371 | 北方华创 | 77,434.00 | 35,028,044.24 | 5.30 |
| 4 | 00981 | 中芯国际 | 450,000.00 | 32,682,401.55 | 4.95 |
| 5 | 688072 | 拓荆科技 | 79,133.00 | 20,588,823.94 | 3.12 |
| 6 | 603993 | 洛阳钼业 | 1,278,100.00 | 20,066,170.00 | 3.04 |
| 7 | 002318 | 久立特材 | 769,500.00 | 18,752,715.00 | 2.84 |
| 8 | 920185 | 贝特瑞 | 549,716.00 | 18,140,628.00 | 2.75 |
| 9 | 603986 | 兆易创新 | 83,768.00 | 17,867,714.40 | 2.71 |
| 10 | 300502 | 新易盛 | 47,700.00 | 17,447,229.00 | 2.64 |
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