| 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 | 688256 | 寒武纪 | 5,000.00 | 6,777,750.00 | 7.42 |
| 2 | 002064 | 华峰化学 | 466,500.00 | 5,131,500.00 | 5.62 |
| 3 | 300395 | 菲利华 | 44,100.00 | 4,423,230.00 | 4.84 |
| 4 | 000988 | 华工科技 | 54,600.00 | 4,331,418.00 | 4.74 |
| 5 | 000830 | 鲁西化工 | 246,800.00 | 4,089,476.00 | 4.47 |
| 6 | 00981 | 中芯国际 | 63,000.00 | 4,065,709.35 | 4.45 |
| 7 | 002206 | 海利得 | 667,900.00 | 3,907,215.00 | 4.28 |
| 8 | 688525 | 佰维存储 | 32,420.00 | 3,721,491.80 | 4.07 |
| 9 | 301217 | 铜冠铜箔 | 108,000.00 | 3,702,240.00 | 4.05 |
| 10 | 01385 | 上海复旦 | 85,000.00 | 3,479,384.08 | 3.81 |