| 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 |
| 002409 | 雅克科技 | 68.7700 | 7.09% | 10.00% | 0.7090% |
| 688037 | 芯源微 | 36.6000 | 6.94% | 1.07% | 0.0743% |
| 002371 | 北方华创 | 19.2700 | 6.81% | 9.66% | 0.6578% |
| 688012 | 中微公司 | 26.9000 | 5.68% | 2.15% | 0.1221% |
| 603986 | 兆易创新 | 23.4300 | 5.60% | 7.04% | 0.3942% |
| 688536 | 思瑞浦 | 7.6000 | 5.33% | 1.15% | 0.0613% |
| 603650 | 彤程新材 | 67.5900 | 4.14% | 4.81% | 0.1991% |
| 300782 | 卓胜微 | 6.0300 | 4.12% | -4.65% | -0.1916% |
| 600641 | 万业企业 | 164.8100 | 3.83% | 0.00% | 0.0000% |
| 300496 | 中科创达 | 18.7500 | 3.75% | 8.48% | 0.3180% |
| 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 | ||
| 53.29% | 2.3442% | 91.86% | |||
| 日期 | 实际增长率 | 预估增长率 |
| 2021-07-30 | 2.44% | 3.0365% |
| 2021-07-29 | 8.09% | 7.2033% |
| 2021-07-28 | -1.91% | -2.5002% |
| 2021-07-27 | -0.50% | -0.5388% |
| 2021-07-26 | 1.94% | 1.0892% |
| 2021-07-23 | 0.29% | 0.0999% |
| 2021-07-22 | 4.99% | 4.2162% |
| 2021-07-21 | 6.26% | 5.6379% |
