| 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 |
| 300054 | 鼎龙股份 | 3.5000 | 8.39% | 3.21% | 0.2693% |
| 002371 | 北方华创 | 0.2600 | 7.61% | -0.09% | -0.0068% |
| 002475 | 立讯精密 | 2.0000 | 7.23% | 0.09% | 0.0065% |
| 688502 | 茂莱光学 | 0.2400 | 6.10% | 2.59% | 0.1580% |
| 688037 | 芯源微 | 0.6400 | 6.06% | 1.69% | 0.1024% |
| 688072 | 拓荆科技 | 0.2600 | 5.47% | 2.26% | 0.1236% |
| 688361 | 中科飞测 | 0.5000 | 4.88% | 1.86% | 0.0908% |
| 603650 | 彤程新材 | 1.5000 | 4.22% | 0.85% | 0.0359% |
| 300666 | 江丰电子 | 0.7000 | 4.10% | 4.09% | 0.1677% |
| 00981 | 中芯国际 | 0.9000 | 3.70% | 1.11% | 0.0411% |
| 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 | ||
| 57.76% | 0.9885% | 94.88% | |||
| 基金名称 | 单位净值 | 日增长率 |
| 信澳匠心严选一年持有混合A | 1.7398 | 6.1352% |
| 信澳匠心严选一年持有混合C | 1.7034 | 6.1352% |
| 信澳景气优选混合A | 1.9527 | 6.1005% |
| 信澳景气优选混合C | 1.8877 | 6.1005% |
| 信澳优势产业混合A | 2.7043 | 6.0852% |
| 信澳优势产业混合C | 2.6588 | 6.0852% |
| 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% |