天弘全球新能源汽车股票(QDII-LOF)A
(164212)公募QDIILOF
重仓股明细
查询指定年度的基金持仓：
| 季报日期: 2026-03-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 4.64% | 0.72 | 868.86 | 5.14% | 0.12 (16.67%) |
| 2 | TSM | 台积电 | 4.37% | 0.35 | 818.44 | 4.84% | 0.01 (1.43%) |
| 3 | LITE | Lumentum Holdings Inc | 4.15% | 0.16 | 778.03 | 4.60% | 0.01 (6.25%) |
| 4 | TER | 泰瑞达 | 3.83% | 0.35 | 717.96 | 4.25% | 0.21 (60.00%) |
| 5 | KLAC | 科磊 | 3.64% | 0.07 | 682.61 | 4.04% | 新增 |
| 6 | TSLA | 特斯拉 | 3.57% | 0.26 | 668.79 | 3.96% | 0.07 (25.00%) |
| 7 | AVGO | 博通 | 3.43% | 0.30 | 642.49 | 3.80% | -0.01 (-1.67%) |
| 8 | COHR | Coherent Corp | 3.34% | 0.38 | 626.34 | 3.71% | 新增 |
| 9 | AMD | 超威半导体 | 3.31% | 0.44 | 619.35 | 3.66% | 0.26 (57.95%) |
| 10 | LRCX | 拉姆研究 | 3.27% | 0.41 | 613.54 | 3.63% | 0.10 (25.30%) |
| 季报日期: 2026-03-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 4.64% | 0.72 | 868.86 | 5.14% | 0.12 (16.67%) |
| 2 | TSM | 台积电 | 4.37% | 0.35 | 818.44 | 4.84% | 0.01 (1.43%) |
| 3 | LITE | Lumentum Holdings Inc | 4.15% | 0.16 | 778.03 | 4.60% | 0.01 (6.25%) |
| 4 | TER | 泰瑞达 | 3.83% | 0.35 | 717.96 | 4.25% | 0.21 (60.00%) |
| 5 | KLAC | 科磊 | 3.64% | 0.07 | 682.61 | 4.04% | 新增 |
| 6 | TSLA | 特斯拉 | 3.57% | 0.26 | 668.79 | 3.96% | 0.07 (25.00%) |
| 7 | AVGO | 博通 | 3.43% | 0.30 | 642.49 | 3.80% | -0.01 (-1.67%) |
| 8 | COHR | Coherent Corp | 3.34% | 0.38 | 626.34 | 3.71% | 新增 |
| 9 | AMD | 超威半导体 | 3.31% | 0.44 | 619.35 | 3.66% | 0.26 (57.95%) |
| 10 | LRCX | 拉姆研究 | 3.27% | 0.41 | 613.54 | 3.63% | 0.10 (25.30%) |
| 季报日期: 2025-12-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 6.87% | 0.60 | 786.52 | 7.37% | 0.35 (58.33%) |
| 2 | AVGO | 博通 | 6.49% | 0.30 | 741.96 | 6.95% | 0.17 (57.38%) |
| 3 | TSM | 台积电 | 6.44% | 0.34 | 736.91 | 6.90% | 0.20 (59.42%) |
| 4 | GOOG | 谷歌-C | 6.27% | 0.33 | 716.83 | 6.72% | 0.17 (52.31%) |
| 5 | TSLA | 特斯拉 | 5.39% | 0.20 | 616.39 | 5.78% | 0.11 (56.41%) |
| 6 | LITE | Lumentum Holdings Inc | 3.40% | 0.15 | 388.61 | 3.64% | 新增 |
| 7 | 603799 | 华友钴业 | 3.34% | 5.60 | 382.26 | 3.58% | 新增 |
| 8 | LRCX | 拉姆研究 | 3.26% | 0.31 | 372.99 | 3.49% | 新增 |
| 9 | 002738 | 中矿资源 | 3.09% | 4.50 | 353.48 | 3.31% | 新增 |
| 10 | 300750 | 宁德时代 | 3.05% | 0.95 | 348.90 | 3.27% | 0.53 (55.79%) |
| 季报日期: 2025-12-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 6.87% | 0.60 | 786.52 | 7.37% | 0.35 (58.33%) |
| 2 | AVGO | 博通 | 6.49% | 0.30 | 741.96 | 6.95% | 0.17 (57.38%) |
| 3 | TSM | 台积电 | 6.44% | 0.34 | 736.91 | 6.90% | 0.20 (59.42%) |
| 4 | GOOG | 谷歌-C | 6.27% | 0.33 | 716.83 | 6.72% | 0.17 (52.31%) |
| 5 | TSLA | 特斯拉 | 5.39% | 0.20 | 616.39 | 5.78% | 0.11 (56.41%) |
| 6 | LITE | Lumentum Holdings Inc | 3.40% | 0.15 | 388.61 | 3.64% | 新增 |
| 7 | 603799 | 华友钴业 | 3.34% | 5.60 | 382.26 | 3.58% | 新增 |
| 8 | LRCX | 拉姆研究 | 3.26% | 0.31 | 372.99 | 3.49% | 新增 |
| 9 | 002738 | 中矿资源 | 3.09% | 4.50 | 353.48 | 3.31% | 新增 |
| 10 | 300750 | 宁德时代 | 3.05% | 0.95 | 348.90 | 3.27% | 0.53 (55.79%) |
| 11 | VRT | Vertiv Holdings Co-A | 2.94% | 0.29 | 335.93 | 3.15% | --- |
| 12 | 002497 | 雅化集团 | 2.92% | 13.50 | 334.12 | 3.13% | --- |
| 13 | 688778 | 厦钨新能 | 2.43% | 3.60 | 278.53 | 2.61% | --- |
| 14 | AMD | 超威半导体 | 2.43% | 0.18 | 278.48 | 2.61% | --- |
| 15 | 002466 | 天齐锂业 | 2.18% | 4.50 | 249.21 | 2.33% | --- |
| 16 | 002407 | 多氟多 | 2.07% | 7.00 | 237.37 | 2.22% | --- |
| 17 | RACE | 法拉利 | 2.04% | 0.09 | 233.78 | 2.19% | --- |
| 18 | 0A8Z | MACOM TECHNOLOGY SOLUTIONS HOLDINGS MACOM TECHNOLOGY SOLUTIONS ORD SHS | 2.00% | 0.19 | 228.74 | 2.14% | --- |
| 19 | 605376 | 博迁新材 | 1.89% | 3.30 | 215.82 | 2.02% | --- |
| 20 | 300450 | 先导智能 | 1.88% | 4.30 | 214.91 | 2.01% | --- |
| 21 | 02525 | 禾赛-W | 1.69% | 1.20 | 192.82 | 1.81% | --- |
| 22 | MRVL | 迈威尔科技 | 1.67% | 0.32 | 191.14 | 1.79% | --- |
| 23 | TER | 泰瑞达 | 1.66% | 0.14 | 190.47 | 1.78% | --- |
| 24 | 688052 | 纳芯微 | 1.66% | 1.20 | 189.82 | 1.78% | --- |
| 25 | 688208 | 道通科技 | 1.61% | 5.00 | 184.00 | 1.72% | --- |
| 26 | 688005 | 容百科技 | 1.55% | 5.00 | 177.00 | 1.66% | --- |
| 27 | 002709 | 天赐材料 | 1.42% | 3.50 | 162.16 | 1.52% | --- |
| 28 | 002475 | 立讯精密 | 1.34% | 2.70 | 153.12 | 1.43% | --- |
| 29 | 603659 | 璞泰来 | 1.31% | 5.50 | 150.37 | 1.41% | --- |
| 30 | 00175 | 吉利汽车 | 1.27% | 9.00 | 145.51 | 1.36% | --- |
| 31 | 603786 | 科博达 | 1.16% | 1.70 | 132.77 | 1.24% | --- |
| 32 | 09863 | 零跑汽车 | 1.15% | 3.00 | 131.74 | 1.23% | --- |
| 33 | 09868 | 小鹏集团-W | 1.13% | 1.80 | 129.01 | 1.21% | --- |
| 34 | ADI | 亚德诺 | 1.08% | 0.07 | 123.90 | 1.16% | --- |
| 35 | 300124 | 汇川技术 | 1.05% | 1.60 | 120.53 | 1.13% | --- |
| 36 | 300207 | 欣旺达 | 0.69% | 3.00 | 78.45 | 0.74% | --- |
| 37 | 01810 | 小米集团-W | 0.52% | 1.68 | 59.63 | 0.56% | --- |
| 38 | 002594 | 比亚迪 | 0.43% | 0.50 | 48.86 | 0.46% | --- |
| 39 | 002812 | 恩捷股份 | 0.32% | 0.65 | 36.82 | 0.34% | --- |
| 40 | 02015 | 理想汽车-W | 0.20% | 0.40 | 23.43 | 0.22% | --- |
| 季报日期: 2025-09-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 7.05% | 0.25 | 331.44 | 7.70% | 0.11 (44.00%) |
| 2 | AVGO | 博通 | 6.48% | 0.13 | 304.74 | 7.08% | 0.05 (36.15%) |
| 3 | TSM | 台积电 | 5.91% | 0.14 | 277.83 | 6.45% | 0.04 (28.57%) |
| 4 | TSLA | 特斯拉 | 5.71% | 0.09 | 268.60 | 6.24% | 0.03 (38.82%) |
| 5 | GOOG | 谷歌-C | 5.70% | 0.15 | 268.23 | 6.23% | 0.03 (19.35%) |
| 6 | AAPL | 苹果 | 3.65% | 0.10 | 171.88 | 3.99% | 0.04 (47.37%) |
| 7 | 300750 | 宁德时代 | 3.59% | 0.42 | 168.84 | 3.92% | 新增 |
| 8 | MSFT | 微软 | 3.13% | 0.04 | 147.21 | 3.42% | 0.01 (12.50%) |
| 9 | 300450 | 先导智能 | 2.91% | 2.20 | 136.88 | 3.18% | 新增 |
| 10 | 688778 | 厦钨新能 | 2.85% | 1.60 | 134.24 | 3.12% | 新增 |
| 季报日期: 2025-09-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 7.05% | 0.25 | 331.44 | 7.70% | 0.11 (44.00%) |
| 2 | AVGO | 博通 | 6.48% | 0.13 | 304.74 | 7.08% | 0.05 (36.15%) |
| 3 | TSM | 台积电 | 5.91% | 0.14 | 277.83 | 6.45% | 0.04 (28.57%) |
| 4 | TSLA | 特斯拉 | 5.71% | 0.09 | 268.60 | 6.24% | 0.03 (38.82%) |
| 5 | GOOG | 谷歌-C | 5.70% | 0.15 | 268.23 | 6.23% | 0.03 (19.35%) |
| 6 | AAPL | 苹果 | 3.65% | 0.10 | 171.88 | 3.99% | 0.04 (47.37%) |
| 7 | 300750 | 宁德时代 | 3.59% | 0.42 | 168.84 | 3.92% | 新增 |
| 8 | MSFT | 微软 | 3.13% | 0.04 | 147.21 | 3.42% | 0.01 (12.50%) |
| 9 | 300450 | 先导智能 | 2.91% | 2.20 | 136.88 | 3.18% | 新增 |
| 10 | 688778 | 厦钨新能 | 2.85% | 1.60 | 134.24 | 3.12% | 新增 |
| 季报日期: 2025-06-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | 博通 | 6.86% | 0.08 | 163.78 | 7.35% | -0.02 (-20.48%) |
| 2 | TSM | 台积电 | 6.79% | 0.10 | 162.14 | 7.27% | -0.02 (-20.00%) |
| 3 | GOOG | 谷歌-C | 6.65% | 0.12 | 158.73 | 7.12% | -0.01 (-4.00%) |
| 4 | NVDA | 英伟达 | 6.63% | 0.14 | 158.34 | 7.10% | -0.01 (-10.71%) |
| 5 | MSFT | 微软 | 5.22% | 0.04 | 124.63 | 5.59% | -0.01 (-42.86%) |
| 6 | TSLA | 特斯拉 | 4.95% | 0.05 | 118.25 | 5.31% | -0.02 (-34.62%) |
| 7 | MRVL | 迈威尔科技 | 4.41% | 0.19 | 105.27 | 4.72% | 新增 |
| 8 | 09868 | 小鹏集团-W | 4.31% | 1.60 | 103.01 | 4.62% | -0.20 (-12.50%) |
| 9 | 00175 | 吉利汽车 | 4.27% | 7.00 | 101.88 | 4.57% | 0.00 (0.00%) |
| 10 | 002594 | 比亚迪 | 4.17% | 0.30 | 99.57 | 4.47% | -0.05 (-16.67%) |
| 季报日期: 2025-06-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | 博通 | 6.86% | 0.08 | 163.78 | 7.35% | -0.02 (-20.48%) |
| 2 | TSM | 台积电 | 6.79% | 0.10 | 162.14 | 7.27% | -0.02 (-20.00%) |
| 3 | GOOG | 谷歌-C | 6.65% | 0.12 | 158.73 | 7.12% | -0.01 (-4.00%) |
| 4 | NVDA | 英伟达 | 6.63% | 0.14 | 158.34 | 7.10% | -0.01 (-10.71%) |
| 5 | MSFT | 微软 | 5.22% | 0.04 | 124.63 | 5.59% | -0.01 (-42.86%) |
| 6 | TSLA | 特斯拉 | 4.95% | 0.05 | 118.25 | 5.31% | -0.02 (-34.62%) |
| 7 | MRVL | 迈威尔科技 | 4.41% | 0.19 | 105.27 | 4.72% | 新增 |
| 8 | 09868 | 小鹏集团-W | 4.31% | 1.60 | 103.01 | 4.62% | -0.20 (-12.50%) |
| 9 | 00175 | 吉利汽车 | 4.27% | 7.00 | 101.88 | 4.57% | 0.00 (0.00%) |
| 10 | 002594 | 比亚迪 | 4.17% | 0.30 | 99.57 | 4.47% | -0.05 (-16.67%) |
| 11 | 01810 | 小米集团-W | 4.12% | 1.80 | 98.41 | 4.42% | --- |
| 12 | 0A8Z | MACOM TECHNOLOGY SOLUTIONS HOLDINGS MACOM TECHNOLOGY SOLUTIONS ORD SHS | 3.65% | 0.09 | 87.19 | 3.91% | --- |
| 13 | ADI | 亚德诺 | 3.57% | 0.05 | 85.19 | 3.82% | --- |
| 14 | 02015 | 理想汽车-W | 3.27% | 0.80 | 78.06 | 3.50% | --- |
| 15 | AAPL | 苹果 | 3.08% | 0.05 | 73.44 | 3.29% | --- |
| 16 | 300926 | 博俊科技 | 2.22% | 2.00 | 52.94 | 2.38% | --- |
| 17 | 300926 | 博俊科技 | 2.22% | 2.00 | 52.94 | 2.38% | --- |
| 18 | 000338 | 潍柴动力 | 1.93% | 3.00 | 46.14 | 2.07% | --- |
| 19 | 000338 | 潍柴动力 | 1.93% | 3.00 | 46.14 | 2.07% | --- |
| 20 | AMD | 超威半导体 | 1.91% | 0.04 | 45.71 | 2.05% | --- |
| 21 | 002906 | 华阳集团 | 1.77% | 1.30 | 42.26 | 1.90% | --- |
| 22 | 002906 | 华阳集团 | 1.77% | 1.30 | 42.26 | 1.90% | --- |
| 23 | 603501 | 豪威集团 | 1.76% | 0.33 | 42.12 | 1.89% | --- |
| 24 | 603501 | 豪威集团 | 1.76% | 0.33 | 42.12 | 1.89% | --- |
| 25 | 300679 | 电连技术 | 1.71% | 0.90 | 40.84 | 1.83% | --- |
| 26 | 300679 | 电连技术 | 1.71% | 0.90 | 40.84 | 1.83% | --- |
| 27 | 600660 | 福耀玻璃 | 1.67% | 0.70 | 39.91 | 1.79% | --- |
| 28 | 600660 | 福耀玻璃 | 1.67% | 0.70 | 39.91 | 1.79% | --- |
| 29 | AMAT | 应用材料 | 1.65% | 0.03 | 39.32 | 1.76% | --- |
| 30 | 688052 | 纳芯微 | 1.46% | 0.20 | 34.90 | 1.57% | --- |
| 31 | 688052 | 纳芯微 | 1.46% | 0.20 | 34.90 | 1.57% | --- |
| 32 | 603179 | 新泉股份 | 1.18% | 0.60 | 28.18 | 1.26% | --- |
| 33 | 603179 | 新泉股份 | 1.18% | 0.60 | 28.18 | 1.26% | --- |
| 34 | 002475 | 立讯精密 | 1.16% | 0.80 | 27.75 | 1.25% | --- |
| 35 | 002475 | 立讯精密 | 1.16% | 0.80 | 27.75 | 1.25% | --- |
| 36 | 600933 | 爱柯迪 | 1.14% | 1.70 | 27.22 | 1.22% | --- |
| 37 | 600933 | 爱柯迪 | 1.14% | 1.70 | 27.22 | 1.22% | --- |
| 38 | 000951 | 中国重汽 | 1.03% | 1.40 | 24.61 | 1.10% | --- |
| 39 | 000951 | 中国重汽 | 1.03% | 1.40 | 24.61 | 1.10% | --- |
| 40 | 02382 | 舜宇光学科技 | 0.79% | 0.30 | 18.97 | 0.85% | --- |
| 季报日期: 2025-03-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | 谷歌-C | 5.41% | 0.13 | 145.79 | 5.98% | 0.03 (23.85%) |
| 2 | TSM | 台积电 | 5.31% | 0.12 | 142.99 | 5.86% | 0.01 (10.83%) |
| 3 | MSFT | 微软 | 5.00% | 0.05 | 134.73 | 5.53% | 0.01 (24.00%) |
| 4 | 002594 | 比亚迪 | 4.87% | 0.35 | 131.22 | 5.38% | 0.15 (42.86%) |
| 5 | 09868 | 小鹏集团-W | 4.86% | 1.80 | 130.89 | 5.37% | 0.20 (11.11%) |
| 6 | TSLA | 特斯拉 | 4.83% | 0.07 | 130.22 | 5.34% | 0.02 (34.29%) |
| 7 | NVDA | 英伟达 | 4.48% | 0.15 | 120.59 | 4.95% | 0.01 (3.23%) |
| 8 | AVGO | 博通 | 4.46% | 0.10 | 120.18 | 4.93% | 0.02 (20.00%) |
| 9 | 01810 | 小米集团-W | 4.21% | 2.50 | 113.51 | 4.65% | -0.30 (-12.00%) |
| 10 | 00175 | 吉利汽车 | 3.99% | 7.00 | 107.49 | 4.41% | 1.50 (21.43%) |
| 季报日期: 2025-03-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | 谷歌-C | 5.41% | 0.13 | 145.79 | 5.98% | 0.03 (23.85%) |
| 2 | TSM | 台积电 | 5.31% | 0.12 | 142.99 | 5.86% | 0.01 (10.83%) |
| 3 | MSFT | 微软 | 5.00% | 0.05 | 134.73 | 5.53% | 0.01 (24.00%) |
| 4 | 002594 | 比亚迪 | 4.87% | 0.35 | 131.22 | 5.38% | 0.15 (42.86%) |
| 5 | 09868 | 小鹏集团-W | 4.86% | 1.80 | 130.89 | 5.37% | 0.20 (11.11%) |
| 6 | TSLA | 特斯拉 | 4.83% | 0.07 | 130.22 | 5.34% | 0.02 (34.29%) |
| 7 | NVDA | 英伟达 | 4.48% | 0.15 | 120.59 | 4.95% | 0.01 (3.23%) |
| 8 | AVGO | 博通 | 4.46% | 0.10 | 120.18 | 4.93% | 0.02 (20.00%) |
| 9 | 01810 | 小米集团-W | 4.21% | 2.50 | 113.51 | 4.65% | -0.30 (-12.00%) |
| 10 | 00175 | 吉利汽车 | 3.99% | 7.00 | 107.49 | 4.41% | 1.50 (21.43%) |
| 季报日期: 2024-12-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSM | 台积电 | 6.85% | 0.11 | 151.90 | 7.45% | -0.01 (-10.28%) |
| 2 | NVDA | 英伟达 | 6.53% | 0.15 | 144.80 | 7.10% | -0.05 (-33.33%) |
| 3 | GOOG | 谷歌-C | 6.11% | 0.10 | 135.53 | 6.65% | 0.00 (4.04%) |
| 4 | TSLA | 特斯拉 | 6.02% | 0.05 | 133.54 | 6.55% | -0.03 (-67.39%) |
| 5 | AVGO | 博通 | 6.01% | 0.08 | 133.32 | 6.54% | -0.05 (-62.50%) |
| 6 | MSFT | 微软 | 5.19% | 0.04 | 115.14 | 5.65% | 0.01 (21.05%) |
| 7 | 01810 | 小米集团-W | 4.03% | 2.80 | 89.46 | 4.39% | 新增 |
| 8 | AAPL | 苹果 | 3.49% | 0.04 | 77.41 | 3.80% | 新增 |
| 9 | 00175 | 吉利汽车 | 3.40% | 5.50 | 75.48 | 3.70% | 新增 |
| 10 | 600660 | 福耀玻璃 | 3.38% | 1.20 | 74.88 | 3.67% | 新增 |
| 季报日期: 2024-12-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSM | 台积电 | 6.85% | 0.11 | 151.90 | 7.45% | -0.01 (-10.28%) |
| 2 | NVDA | 英伟达 | 6.53% | 0.15 | 144.80 | 7.10% | -0.05 (-33.33%) |
| 3 | GOOG | 谷歌-C | 6.11% | 0.10 | 135.53 | 6.65% | 0.00 (4.04%) |
| 4 | TSLA | 特斯拉 | 6.02% | 0.05 | 133.54 | 6.55% | -0.03 (-67.39%) |
| 5 | AVGO | 博通 | 6.01% | 0.08 | 133.32 | 6.54% | -0.05 (-62.50%) |
| 6 | MSFT | 微软 | 5.19% | 0.04 | 115.14 | 5.65% | 0.01 (21.05%) |
| 7 | 01810 | 小米集团-W | 4.03% | 2.80 | 89.46 | 4.39% | 新增 |
| 8 | AAPL | 苹果 | 3.49% | 0.04 | 77.41 | 3.80% | 新增 |
| 9 | 00175 | 吉利汽车 | 3.40% | 5.50 | 75.48 | 3.70% | 新增 |
| 10 | 600660 | 福耀玻璃 | 3.38% | 1.20 | 74.88 | 3.67% | 新增 |
| 11 | 0A8Z | MACOM TECHNOLOGY SOLUTIONS HOLDINGS MACOM TECHNOLOGY SOLUTIONS ORD SHS | 3.37% | 0.08 | 74.71 | 3.66% | --- |
| 12 | 09868 | 小鹏集团-W | 3.12% | 1.60 | 69.12 | 3.39% | --- |
| 13 | APH | 安费诺 | 2.70% | 0.12 | 59.91 | 2.94% | --- |
| 14 | AMD | 超威半导体 | 2.55% | 0.07 | 56.44 | 2.77% | --- |
| 15 | 002594 | 比亚迪 | 2.55% | 0.20 | 56.53 | 2.77% | --- |
| 16 | 02382 | 舜宇光学科技 | 2.30% | 0.80 | 51.01 | 2.50% | --- |
| 17 | 000951 | 中国重汽 | 2.14% | 2.80 | 47.54 | 2.33% | --- |
| 18 | 002463 | 沪电股份 | 2.06% | 1.15 | 45.60 | 2.24% | --- |
| 19 | 002138 | 顺络电子 | 1.99% | 1.40 | 44.07 | 2.16% | --- |
| 20 | 000338 | 潍柴动力 | 1.98% | 3.20 | 43.84 | 2.15% | --- |
| 21 | TLN | Talen Energy Corp | 1.96% | 0.03 | 43.45 | 2.13% | --- |
| 22 | 603179 | 新泉股份 | 1.93% | 1.00 | 42.70 | 2.09% | --- |
| 23 | ASML | 阿斯麦 | 1.80% | 0.01 | 39.86 | 1.95% | --- |
| 24 | RACE | 法拉利 | 1.79% | 0.01 | 39.70 | 1.95% | --- |
| 25 | 601799 | 星宇股份 | 1.75% | 0.29 | 38.71 | 1.90% | --- |
| 26 | VST | Vistra Corp | 1.12% | 0.03 | 24.78 | 1.21% | --- |
| 27 | MRVL | 迈威尔科技 | 1.07% | 0.03 | 23.82 | 1.17% | --- |
| 28 | ON | 安森美半导体 | 1.02% | 0.05 | 22.66 | 1.11% | --- |
| 29 | 601689 | 拓普集团 | 0.96% | 0.43 | 21.24 | 1.04% | --- |
| 30 | 002475 | 立讯精密 | 0.92% | 0.50 | 20.38 | 1.00% | --- |
| 31 | 300679 | 电连技术 | 0.81% | 0.30 | 17.91 | 0.88% | --- |
| 32 | 300926 | 博俊科技 | 0.69% | 0.70 | 15.41 | 0.76% | --- |
| 33 | 02015 | 理想汽车-W | 0.39% | 0.10 | 8.70 | 0.43% | --- |
| 季报日期: 2024-09-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 7.89% | 0.20 | 170.20 | 8.46% | 0.01 (5.00%) |
| 2 | AVGO | 博通 | 7.28% | 0.13 | 157.14 | 7.81% | 0.12 (90.38%) |
| 3 | TSM | 台积电 | 6.66% | 0.12 | 143.60 | 7.14% | 0.00 (0.85%) |
| 4 | TSLA | 特斯拉 | 6.54% | 0.08 | 141.17 | 7.02% | 0.04 (45.45%) |
| 5 | AMD | 超威半导体 | 5.86% | 0.11 | 126.48 | 6.29% | 0.05 (49.09%) |
| 6 | 09868 | 小鹏集团-W | 5.31% | 2.40 | 114.60 | 5.70% | 1.70 (70.83%) |
| 7 | GOOG | 谷歌-C | 5.16% | 0.10 | 111.30 | 5.53% | 0.01 (9.47%) |
| 8 | 002594 | 比亚迪 | 4.84% | 0.34 | 104.49 | 5.19% | 0.11 (32.35%) |
| 9 | MSFT | 微软 | 4.19% | 0.03 | 90.46 | 4.50% | 0.01 (40.00%) |
| 10 | 601799 | 星宇股份 | 4.17% | 0.61 | 90.08 | 4.48% | 新增 |
| 季报日期: 2024-09-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 7.89% | 0.20 | 170.20 | 8.46% | 0.01 (5.00%) |
| 2 | AVGO | 博通 | 7.28% | 0.13 | 157.14 | 7.81% | 0.12 (90.38%) |
| 3 | TSM | 台积电 | 6.66% | 0.12 | 143.60 | 7.14% | 0.00 (0.85%) |
| 4 | TSLA | 特斯拉 | 6.54% | 0.08 | 141.17 | 7.02% | 0.04 (45.45%) |
| 5 | AMD | 超威半导体 | 5.86% | 0.11 | 126.48 | 6.29% | 0.05 (49.09%) |
| 6 | 09868 | 小鹏集团-W | 5.31% | 2.40 | 114.60 | 5.70% | 1.70 (70.83%) |
| 7 | GOOG | 谷歌-C | 5.16% | 0.10 | 111.30 | 5.53% | 0.01 (9.47%) |
| 8 | 002594 | 比亚迪 | 4.84% | 0.34 | 104.49 | 5.19% | 0.11 (32.35%) |
| 9 | MSFT | 微软 | 4.19% | 0.03 | 90.46 | 4.50% | 0.01 (40.00%) |
| 10 | 601799 | 星宇股份 | 4.17% | 0.61 | 90.08 | 4.48% | 新增 |
| 季报日期: 2024-06-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 9.35% | 0.19 | 167.28 | 10.49% | 0.17 (86.84%) |
| 2 | TSM | 台积电 | 8.10% | 0.12 | 144.93 | 9.09% | -0.03 (-24.79%) |
| 3 | AVGO | 博通 | 7.99% | 0.01 | 143.03 | 8.97% | 0.00 (16.00%) |
| 4 | GOOG | 谷歌-C | 6.28% | 0.09 | 112.42 | 7.05% | -0.01 (-6.98%) |
| 5 | ASML | 阿斯麦 | 5.91% | 0.01 | 105.69 | 6.63% | -0.00 (-13.79%) |
| 6 | AAPL | 苹果 | 4.61% | 0.06 | 82.56 | 5.18% | 新增 |
| 7 | AMD | 超威半导体 | 3.62% | 0.06 | 64.74 | 4.06% | -0.04 (-66.07%) |
| 8 | AMAT | 应用材料 | 3.57% | 0.04 | 63.91 | 4.01% | 新增 |
| 9 | MRVL | 迈威尔科技 | 3.34% | 0.12 | 59.78 | 3.75% | 新增 |
| 10 | TSLA | 特斯拉 | 3.31% | 0.04 | 59.23 | 3.71% | 新增 |
| 季报日期: 2024-06-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 9.35% | 0.19 | 167.28 | 10.49% | 0.17 (86.84%) |
| 2 | TSM | 台积电 | 8.10% | 0.12 | 144.93 | 9.09% | -0.03 (-24.79%) |
| 3 | AVGO | 博通 | 7.99% | 0.01 | 143.03 | 8.97% | 0.00 (16.00%) |
| 4 | GOOG | 谷歌-C | 6.28% | 0.09 | 112.42 | 7.05% | -0.01 (-6.98%) |
| 5 | ASML | 阿斯麦 | 5.91% | 0.01 | 105.69 | 6.63% | -0.00 (-13.79%) |
| 6 | AAPL | 苹果 | 4.61% | 0.06 | 82.56 | 5.18% | 新增 |
| 7 | AMD | 超威半导体 | 3.62% | 0.06 | 64.74 | 4.06% | -0.04 (-66.07%) |
| 8 | AMAT | 应用材料 | 3.57% | 0.04 | 63.91 | 4.01% | 新增 |
| 9 | MRVL | 迈威尔科技 | 3.34% | 0.12 | 59.78 | 3.75% | 新增 |
| 10 | TSLA | 特斯拉 | 3.31% | 0.04 | 59.23 | 3.71% | 新增 |
| 11 | 002594 | 比亚迪 | 3.22% | 0.23 | 57.56 | 3.61% | --- |
| 12 | MSFT | 微软 | 3.20% | 0.02 | 57.34 | 3.60% | --- |
| 13 | MU | 美光科技 | 3.14% | 0.06 | 56.24 | 3.53% | --- |
| 14 | KLAC | 科磊 | 2.96% | 0.01 | 52.89 | 3.32% | --- |
| 15 | LRCX | 拉姆研究 | 2.76% | 0.01 | 49.33 | 3.09% | --- |
| 16 | 002906 | 华阳集团 | 2.69% | 1.80 | 48.17 | 3.02% | --- |
| 17 | 000338 | 潍柴动力 | 2.36% | 2.60 | 42.22 | 2.65% | --- |
| 18 | QCOM | 高通 | 2.14% | 0.03 | 38.33 | 2.40% | --- |
| 19 | 600660 | 福耀玻璃 | 2.14% | 0.80 | 38.32 | 2.40% | --- |
| 20 | 601058 | 赛轮轮胎 | 2.03% | 2.60 | 36.40 | 2.28% | --- |
| 21 | RACE | 法拉利 | 1.95% | 0.01 | 34.92 | 2.19% | --- |
| 22 | 09690 | 途虎-W | 1.54% | 1.30 | 27.59 | 1.73% | --- |
| 23 | 601689 | 拓普集团 | 1.29% | 0.43 | 23.05 | 1.45% | --- |
| 24 | 09868 | 小鹏汽车-W | 1.06% | 0.70 | 18.88 | 1.18% | --- |
| 25 | 02015 | 理想汽车-W | 0.54% | 0.15 | 9.62 | 0.60% | --- |
| 季报日期: 2024-03-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 8.26% | 0.03 | 160.27 | 9.30% | -0.01 (-36.00%) |
| 2 | TSM | 台积电 | 7.26% | 0.15 | 140.93 | 8.18% | 0.01 (10.27%) |
| 3 | AMD | 超威半导体 | 6.14% | 0.09 | 119.09 | 6.91% | -0.01 (-10.75%) |
| 4 | ASML | 阿斯麦 | 5.85% | 0.02 | 113.61 | 6.60% | 0.00 (6.06%) |
| 5 | INTC | 英特尔 | 5.17% | 0.32 | 100.28 | 5.82% | 0.18 (56.25%) |
| 6 | GOOG | 谷歌-C | 5.12% | 0.09 | 99.39 | 5.77% | 0.01 (16.30%) |
| 7 | AVGO | 博通 | 5.09% | 0.01 | 98.74 | 5.73% | -0.00 (-23.81%) |
| 8 | MSFT | 微软 | 4.92% | 0.03 | 95.52 | 5.54% | 0.00 (6.25%) |
| 9 | 02015 | 理想汽车-W | 3.97% | 0.70 | 76.98 | 4.47% | -0.20 (-28.57%) |
| 10 | RACE | 法拉利 | 3.19% | 0.02 | 61.86 | 3.59% | 0.01 (50.00%) |
| 季报日期: 2024-03-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | 英伟达 | 8.26% | 0.03 | 160.27 | 9.30% | -0.01 (-36.00%) |
| 2 | TSM | 台积电 | 7.26% | 0.15 | 140.93 | 8.18% | 0.01 (10.27%) |
| 3 | AMD | 超威半导体 | 6.14% | 0.09 | 119.09 | 6.91% | -0.01 (-10.75%) |
| 4 | ASML | 阿斯麦 | 5.85% | 0.02 | 113.61 | 6.60% | 0.00 (6.06%) |
| 5 | INTC | 英特尔 | 5.17% | 0.32 | 100.28 | 5.82% | 0.18 (56.25%) |
| 6 | GOOG | 谷歌-C | 5.12% | 0.09 | 99.39 | 5.77% | 0.01 (16.30%) |
| 7 | AVGO | 博通 | 5.09% | 0.01 | 98.74 | 5.73% | -0.00 (-23.81%) |
| 8 | MSFT | 微软 | 4.92% | 0.03 | 95.52 | 5.54% | 0.00 (6.25%) |
| 9 | 02015 | 理想汽车-W | 3.97% | 0.70 | 76.98 | 4.47% | -0.20 (-28.57%) |
| 10 | RACE | 法拉利 | 3.19% | 0.02 | 61.86 | 3.59% | 0.01 (50.00%) |
| 季报日期: 2023-12-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | 特斯拉 | 6.82% | 0.07 | 123.19 | 7.30% | -0.04 (-54.29%) |
| 2 | 02015 | 理想汽车-W | 6.64% | 0.90 | 119.97 | 7.11% | 新增 |
| 3 | NVDA | 英伟达 | 6.60% | 0.03 | 119.25 | 7.07% | -0.03 (-79.41%) |
| 4 | AMD | 超威半导体 | 5.95% | 0.10 | 107.54 | 6.38% | -0.11 (-106.80%) |
| 5 | AVGO | 博通 | 5.69% | 0.01 | 102.78 | 6.09% | -0.01 (-73.08%) |
| 6 | TSM | 台积电 | 5.34% | 0.13 | 96.49 | 5.72% | 新增 |
| 7 | ON | 安森美半导体 | 4.65% | 0.14 | 84.01 | 4.98% | 新增 |
| 8 | ASML | 阿斯麦 | 4.60% | 0.02 | 83.10 | 4.93% | 新增 |
| 9 | STM | 意法半导体 | 4.42% | 0.23 | 79.89 | 4.74% | 新增 |
| 10 | MSFT | 微软 | 4.42% | 0.03 | 79.90 | 4.74% | -0.04 (-123.33%) |
| 季报日期: 2023-12-31 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | 特斯拉 | 6.82% | 0.07 | 123.19 | 7.30% | -0.04 (-54.29%) |
| 2 | 02015 | 理想汽车-W | 6.64% | 0.90 | 119.97 | 7.11% | 新增 |
| 3 | NVDA | 英伟达 | 6.60% | 0.03 | 119.25 | 7.07% | -0.03 (-79.41%) |
| 4 | AMD | 超威半导体 | 5.95% | 0.10 | 107.54 | 6.38% | -0.11 (-106.80%) |
| 5 | AVGO | 博通 | 5.69% | 0.01 | 102.78 | 6.09% | -0.01 (-73.08%) |
| 6 | TSM | 台积电 | 5.34% | 0.13 | 96.49 | 5.72% | 新增 |
| 7 | ON | 安森美半导体 | 4.65% | 0.14 | 84.01 | 4.98% | 新增 |
| 8 | ASML | 阿斯麦 | 4.60% | 0.02 | 83.10 | 4.93% | 新增 |
| 9 | STM | 意法半导体 | 4.42% | 0.23 | 79.89 | 4.74% | 新增 |
| 10 | MSFT | 微软 | 4.42% | 0.03 | 79.90 | 4.74% | -0.04 (-123.33%) |
| 11 | GOOG | 谷歌-C | 4.25% | 0.08 | 76.86 | 4.56% | --- |
| 12 | 09868 | 小鹏集团-W | 3.70% | 1.30 | 66.80 | 3.96% | --- |
| 13 | 603596 | 伯特利 | 2.88% | 0.75 | 51.98 | 3.08% | --- |
| 14 | 600933 | 爱柯迪 | 2.79% | 2.30 | 50.46 | 2.99% | --- |
| 15 | INTC | 英特尔 | 2.76% | 0.14 | 49.83 | 2.95% | --- |
| 16 | TXN | 德州仪器 | 2.67% | 0.04 | 48.29 | 2.86% | --- |
| 17 | 603786 | 科博达 | 2.57% | 0.65 | 46.38 | 2.75% | --- |
| 18 | AAPL | 苹果 | 2.49% | 0.03 | 45.00 | 2.67% | --- |
| 19 | 002812 | 恩捷股份 | 2.36% | 0.75 | 42.62 | 2.53% | --- |
| 20 | 300750 | 宁德时代 | 2.35% | 0.26 | 42.45 | 2.52% | --- |
| 21 | 002050 | 三花智控 | 2.28% | 1.40 | 41.16 | 2.44% | --- |
| 22 | 002594 | 比亚迪 | 2.19% | 0.20 | 39.60 | 2.35% | --- |
| 23 | 603305 | 旭升集团 | 2.18% | 2.00 | 39.46 | 2.34% | --- |
| 24 | RACE | 法拉利 | 1.33% | 0.01 | 23.97 | 1.42% | --- |
| 25 | NXPI | 恩智浦半导体 | 0.90% | 0.01 | 16.27 | 0.96% | --- |
| 26 | APTV | Aptiv PLC | 0.53% | 0.01 | 9.53 | 0.57% | --- |
| 季报日期: 2023-09-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | 特斯拉 | 8.85% | 0.11 | 194.03 | 9.78% | 0.05 (47.22%) |
| 2 | NVDA | 英伟达 | 8.69% | 0.06 | 190.51 | 9.61% | 0.03 (49.18%) |
| 3 | AMD | 超威半导体 | 7.17% | 0.21 | 157.24 | 7.93% | 0.14 (63.85%) |
| 4 | AAPL | 苹果 | 7.17% | 0.13 | 157.34 | 7.93% | 0.09 (67.19%) |
| 5 | MSFT | 微软 | 6.93% | 0.07 | 151.89 | 7.66% | 0.04 (64.18%) |
| 6 | AVGO | 博通 | 6.12% | 0.02 | 134.18 | 6.76% | 0.01 (60.00%) |
| 7 | GOOG | 谷歌-C | 6.09% | 0.14 | 133.48 | 6.73% | 0.08 (54.61%) |
| 8 | 002594 | 比亚迪 | 4.86% | 0.45 | 106.52 | 5.37% | 0.32 (71.11%) |
| 9 | 09868 | 小鹏集团-W | 4.68% | 1.60 | 102.70 | 5.18% | 新增 |
| 10 | 300750 | 宁德时代 | 4.44% | 0.48 | 97.45 | 4.91% | 新增 |
| 季报日期: 2023-09-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | 特斯拉 | 8.85% | 0.11 | 194.03 | 9.78% | 0.05 (47.22%) |
| 2 | NVDA | 英伟达 | 8.69% | 0.06 | 190.51 | 9.61% | 0.03 (49.18%) |
| 3 | AMD | 超威半导体 | 7.17% | 0.21 | 157.24 | 7.93% | 0.14 (63.85%) |
| 4 | AAPL | 苹果 | 7.17% | 0.13 | 157.34 | 7.93% | 0.09 (67.19%) |
| 5 | MSFT | 微软 | 6.93% | 0.07 | 151.89 | 7.66% | 0.04 (64.18%) |
| 6 | AVGO | 博通 | 6.12% | 0.02 | 134.18 | 6.76% | 0.01 (60.00%) |
| 7 | GOOG | 谷歌-C | 6.09% | 0.14 | 133.48 | 6.73% | 0.08 (54.61%) |
| 8 | 002594 | 比亚迪 | 4.86% | 0.45 | 106.52 | 5.37% | 0.32 (71.11%) |
| 9 | 09868 | 小鹏集团-W | 4.68% | 1.60 | 102.70 | 5.18% | 新增 |
| 10 | 300750 | 宁德时代 | 4.44% | 0.48 | 97.45 | 4.91% | 新增 |
| 季报日期: 2023-06-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | 特斯拉 | 7.24% | 0.06 | 107.82 | 12.92% | --- |
| 2 | NVDA | 英伟达 | 6.37% | 0.03 | 94.76 | 11.35% | --- |
| 3 | TSM | 台积电 | 4.41% | 0.09 | 65.63 | 7.86% | --- |
| 4 | AMD | 超威半导体 | 4.26% | 0.08 | 63.38 | 7.59% | --- |
| 5 | MSFT | 微软 | 3.97% | 0.02 | 59.06 | 7.08% | --- |
| 6 | AAPL | 苹果 | 3.95% | 0.04 | 58.87 | 7.05% | --- |
| 7 | AVGO | 博通 | 3.79% | 0.01 | 56.41 | 6.76% | --- |
| 8 | GOOG | 谷歌-C | 3.76% | 0.06 | 55.94 | 6.70% | --- |
| 9 | ON | 安森美半导体 | 3.76% | 0.08 | 56.04 | 6.71% | --- |
| 10 | STM | 意法半导体 | 3.52% | 0.14 | 52.38 | 6.28% | --- |
| 季报日期: 2023-06-30 | |||||||
| 序号 | 股票代码 | 股票名称 | 占净值比例 | 持股数量(万股) | 持股市值(万元) | 占股票市值比例(季报) | 持仓变动 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | 特斯拉 | 7.24% | 0.06 | 107.82 | 12.92% | --- |
| 2 | NVDA | 英伟达 | 6.37% | 0.03 | 94.76 | 11.35% | --- |
| 3 | TSM | 台积电 | 4.41% | 0.09 | 65.63 | 7.86% | --- |
| 4 | AMD | 超威半导体 | 4.26% | 0.08 | 63.38 | 7.59% | --- |
| 5 | MSFT | 微软 | 3.97% | 0.02 | 59.06 | 7.08% | --- |
| 6 | AAPL | 苹果 | 3.95% | 0.04 | 58.87 | 7.05% | --- |
| 7 | AVGO | 博通 | 3.79% | 0.01 | 56.41 | 6.76% | --- |
| 8 | GOOG | 谷歌-C | 3.76% | 0.06 | 55.94 | 6.70% | --- |
| 9 | ON | 安森美半导体 | 3.76% | 0.08 | 56.04 | 6.71% | --- |
| 10 | STM | 意法半导体 | 3.52% | 0.14 | 52.38 | 6.28% | --- |
| 11 | QCOM | 高通 | 2.31% | 0.04 | 34.41 | 4.12% | --- |
| 12 | TXN | 德州仪器 | 2.27% | 0.03 | 33.82 | 4.05% | --- |
| 13 | 002594 | 比亚迪 | 2.26% | 0.13 | 33.58 | 4.02% | --- |
| 14 | NXPI | 恩智浦半导体 | 2.19% | 0.02 | 32.54 | 3.90% | --- |
| 15 | 02015 | 理想汽车-W | 2.01% | 0.24 | 29.98 | 3.59% | --- |