| 股票代码 | 股票名称 | 持有份额(万股) | 仓位比例 | 涨跌 | 贡献增长率 |
| 603061 | 金海通 | 0.0000 | 6.66% | 4.63% | 0.3084% |
| 300308 | 中际旭创 | 0.0000 | 5.78% | 0.60% | 0.0347% |
| 688110 | 东芯股份 | 0.0000 | 5.67% | 4.36% | 0.2472% |
| 601138 | 工业富联 | 0.0000 | 5.21% | 2.61% | 0.1360% |
| 300604 | 长川科技 | 0.0000 | 5.08% | 3.35% | 0.1702% |
| 000811 | 冰轮环境 | 0.0000 | 4.55% | 10.02% | 0.4559% |
| 603986 | 兆易创新 | 0.0000 | 4.28% | 0.13% | 0.0056% |
| 688521 | 芯原股份 | 0.0000 | 4.01% | 8.07% | 0.3236% |
| 002353 | 杰瑞股份 | 0.0000 | 3.96% | 5.54% | 0.2194% |
| 301396 | 宏景科技 | 0.0000 | 3.94% | 2.09% | 0.0823% |
| 重仓股仓位合计 | 重仓股贡献增长率 | 总持股仓位 | 修正增长率 | ||
| 49.14% | 1.9833% | 93.92% | |||
| 日期 | 实际增长率 | 预估增长率 |
| 2026-09-15 | -0.12% | 3.17% |
| 2026-09-14 | -1.29% | 3.17% |
| 2026-09-11 | -0.98% | 3.17% |
| 2026-09-10 | -0.73% | 3.17% |
| 2026-09-09 | -0.60% | 3.17% |
| 2026-09-08 | -0.09% | 3.17% |
| 2026-09-07 | 2.57% | 3.17% |
| 2026-09-04 | -1.72% | 3.17% |
| 基金名称 | 单位净值 | 日增长率 |
| 永赢先锋半导体智选混合发起A | 1.8346 | 5.7773% |
| 永赢先锋半导体智选混合发起C | 1.8293 | 5.7773% |
| 永赢高端制造混合A | 2.0399 | 5.4436% |
| 永赢高端制造混合C | 2.0139 | 5.4436% |
| 永赢高端装备智选混合发起A | 1.4620 | 4.2968% |
| 永赢高端装备智选混合发起C | 1.4409 | 4.2968% |
| 永赢科技驱动A | 2.6160 | 4.1990% |
| 永赢科技驱动C | 2.5844 | 4.1990% |
| 基金名称 | 单位净值 | 日增长率 |
| 广发新兴成长混合C | 1.7912 | 5.2284% |
| 易方达瑞享混合I | 7.7336 | 4.9934% |
| 易方达瑞享混合E | 6.2573 | 4.9934% |
| 广发新兴成长混合A | 1.8177 | 4.7917% |
| 红土转型精选混合(LOF) | 4.8500 | 4.5477% |
| 红土精选混合C | 4.8469 | 4.5421% |
| 财通多策略福鑫定开混合 | 4.9368 | 4.4177% |
| 宏利成长混合 | 4.5907 | 4.4097% |