| 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 | 300308 | 中际旭创 | 11,980.00 | 15,214,600.00 | 8.58 |
| 2 | 300750 | 宁德时代 | 35,500.00 | 13,951,855.00 | 7.87 |
| 3 | 688396 | 华润微 | 84,300.00 | 8,223,465.00 | 4.64 |
| 4 | 300502 | 新易盛 | 12,552.00 | 7,619,064.00 | 4.30 |
| 5 | 688002 | 睿创微纳 | 49,100.00 | 7,595,279.00 | 4.28 |
| 6 | 002415 | 海康威视 | 219,500.00 | 7,506,900.00 | 4.23 |
| 7 | 002384 | 东山精密 | 27,900.00 | 7,319,565.00 | 4.13 |
| 8 | 000338 | 潍柴动力 | 249,000.00 | 6,785,250.00 | 3.83 |
| 9 | 603986 | 兆易创新 | 8,200.00 | 6,683,000.00 | 3.77 |
| 10 | 002353 | 杰瑞股份 | 43,800.00 | 6,679,500.00 | 3.77 |