| 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 | 11,180.00 | 9,038,359.20 | 6.68 |
| 2 | 000338 | 潍柴动力 | 246,300.00 | 6,182,130.00 | 4.57 |
| 3 | 002415 | 海康威视 | 187,800.00 | 6,095,988.00 | 4.51 |
| 4 | 300750 | 宁德时代 | 20,700.00 | 6,025,977.00 | 4.46 |
| 5 | 300866 | 安克创新 | 43,400.00 | 5,408,942.00 | 4.00 |
| 6 | 688396 | 华润微 | 87,500.00 | 4,821,250.00 | 3.56 |
| 7 | 002353 | 杰瑞股份 | 39,100.00 | 4,309,602.00 | 3.19 |
| 8 | 688002 | 睿创微纳 | 23,700.00 | 4,110,054.00 | 3.04 |
| 9 | 002273 | 水晶光电 | 150,400.00 | 3,669,760.00 | 2.71 |
| 10 | 002475 | 立讯精密 | 69,800.00 | 3,450,214.00 | 2.55 |