| 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 | 01347 | 华虹宏力 | 170,000.00 | 31,775,033.20 | 7.15 |
| 2 | 300308 | 中际旭创 | 19,600.00 | 24,892,000.00 | 5.60 |
| 3 | 600183 | 生益科技 | 123,800.00 | 21,466,920.00 | 4.83 |
| 4 | 300750 | 宁德时代 | 53,600.00 | 21,065,336.00 | 4.74 |
| 5 | 002008 | 大族激光 | 136,200.00 | 20,444,982.00 | 4.60 |
| 6 | 002353 | 杰瑞股份 | 122,200.00 | 18,635,500.00 | 4.19 |
| 7 | 300502 | 新易盛 | 27,540.00 | 16,716,780.00 | 3.76 |
| 8 | 002028 | 思源电气 | 78,500.00 | 13,580,500.00 | 3.05 |
| 9 | 002371 | 北方华创 | 15,300.00 | 13,533,768.00 | 3.04 |
| 10 | 300054 | 鼎龙股份 | 117,700.00 | 12,472,669.00 | 2.81 |