| 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 |
| 300661 | 圣邦股份 | 1164.7400 | 10.45% | 12.15% | 1.2697% |
| 603986 | 兆易创新 | 1532.5200 | 10.22% | 7.04% | 0.7195% |
| 603501 | 韦尔股份 | 873.5800 | 9.98% | -3.85% | -0.3842% |
| 300782 | 卓胜微 | 519.7100 | 9.91% | -4.65% | -0.4608% |
| 002371 | 北方华创 | 975.8700 | 9.61% | 9.66% | 0.9283% |
| 688012 | 中微公司 | 1602.6100 | 9.44% | 2.15% | 0.2030% |
| 688981 | 中芯国际 | 4097.8500 | 8.99% | 3.89% | 0.3497% |
| 600703 | 三安光电 | 7824.9600 | 8.90% | -1.25% | -0.1113% |
| 688126 | 沪硅产业-U | 4172.3500 | 4.32% | 7.52% | 0.3249% |
| 600584 | 长电科技 | 2403.0000 | 3.21% | 3.38% | 0.1085% |
| 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 | ||
| 85.03% | 2.9473% | 94.21% | |||
| 日期 | 实际增长率 | 预估增长率 |
| 2021-07-30 | 3.63% | 3.0692% |
| 2021-07-29 | 7.88% | 7.3490% |
| 2021-07-28 | -0.93% | -1.6974% |
| 2021-07-27 | 1.11% | 1.1617% |
| 2021-07-26 | 2.99% | 2.1505% |
| 2021-07-23 | -0.52% | -0.6786% |
| 2021-07-22 | 4.76% | 4.0285% |
| 2021-07-21 | 4.70% | 4.5046% |
