| 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 | 92,700.00 | 50,153,367.91 | 7.48 |
| 2 | 002371 | 北方华创 | 87,434.00 | 40,139,200.72 | 5.99 |
| 3 | 603993 | 洛阳钼业 | 1,780,400.00 | 35,608,000.00 | 5.31 |
| 4 | 300308 | 中际旭创 | 58,100.00 | 35,441,000.00 | 5.29 |
| 5 | 300750 | 宁德时代 | 88,360.00 | 32,451,093.60 | 4.84 |
| 6 | 002318 | 久立特材 | 1,000,000.00 | 28,950,000.00 | 4.32 |
| 7 | 688256 | 寒武纪 | 20,000.00 | 27,111,000.00 | 4.05 |
| 8 | 300502 | 新易盛 | 61,600.00 | 26,542,208.00 | 3.96 |
| 9 | 688072 | 拓荆科技 | 73,586.00 | 24,283,380.00 | 3.62 |
| 10 | 01347 | 华虹半导体 | 350,000.00 | 23,488,236.10 | 3.50 |