| 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 |
| 600105 | 永鼎股份 | 0.0000 | 9.06% | -0.43% | -0.0390% |
| 688048 | 长光华芯 | 0.0000 | 8.98% | 2.61% | 0.2344% |
| 688498 | 源杰科技 | 0.0000 | 8.94% | 3.60% | 0.3218% |
| 002384 | 东山精密 | 0.0000 | 8.92% | 2.18% | 0.1945% |
| 688256 | 寒武纪 | 0.0000 | 8.85% | 5.89% | 0.5213% |
| 688041 | 海光信息 | 0.0000 | 8.38% | 3.01% | 0.2522% |
| 300308 | 中际旭创 | 0.0000 | 6.81% | 0.60% | 0.0409% |
| 688702 | 盛科通信-U | 0.0000 | 4.79% | 3.37% | 0.1614% |
| 603083 | 剑桥科技 | 0.0000 | 4.77% | 1.94% | 0.0925% |
| 688981 | 中芯国际 | 0.0000 | 4.69% | 1.23% | 0.0577% |
| 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 | ||
| 74.19% | 1.8377% | 92.58% | |||
| 日期 | 实际增长率 | 预估增长率 |
| 2026-09-15 | 0.52% | 2.18% |
| 2026-09-14 | -1.78% | 2.18% |
| 2026-09-11 | -0.12% | 2.18% |
| 2026-09-10 | -0.71% | 2.18% |
| 2026-09-09 | 0.57% | 2.18% |
| 2026-09-08 | -0.20% | 2.18% |
| 2026-09-07 | 5.67% | 2.18% |
| 2026-09-04 | -2.91% | 2.18% |
| 基金名称 | 单位净值 | 日增长率 |
| 银河中证通信设备主题指数发起式A | 2.1583 | 4.6660% |
| 银河中证通信设备主题指数发起式C | 2.1495 | 4.6660% |
| 银河和美生活混合A | 1.4243 | 2.8467% |
| 银河产业动力混合A | 1.1385 | 2.4807% |
| 银河科技成长混合发起式A | 1.6284 | 2.1295% |
| 银河科技成长混合发起式C | 1.6165 | 2.1295% |
| 银河智联混合A | 3.7103 | 2.0990% |
| 银河景气行业混合A | 1.0250 | 1.7847% |
| 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% |