| 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 | 300750 | 宁德时代 | 26,034.00 | 9,561,246.84 | 14.09 |
| 2 | 300274 | 阳光电源 | 31,410.00 | 5,372,366.40 | 7.91 |
| 3 | 600150 | 中国船舶 | 97,519.00 | 3,243,481.94 | 4.78 |
| 4 | 300124 | 汇川技术 | 40,618.00 | 3,059,753.94 | 4.51 |
| 5 | 600031 | 三一重工 | 127,900.00 | 2,702,527.00 | 3.98 |
| 6 | 600089 | 特变电工 | 108,995.00 | 2,421,868.90 | 3.57 |
| 7 | 601012 | 隆基绿能 | 130,788.00 | 2,380,341.60 | 3.51 |
| 8 | 000425 | 徐工机械 | 202,800.00 | 2,348,424.00 | 3.46 |
| 9 | 002028 | 思源电气 | 13,300.00 | 2,056,047.00 | 3.03 |
| 10 | 000338 | 潍柴动力 | 116,600.00 | 2,005,520.00 | 2.95 |