华宝增强收益债券A
(240012)公募固收增强型债券型
重仓股明细
查询指定年度的基金持仓:
持仓观察:华宝增强收益债券A 近一年选股以积极行业轮动为主:Top10平均权重约5.46%,四季平均换手约92.6%。期末主题配置集中在:AI算力/光模块(0.0%)。最近一季新进Top10:佰维存储、兴森科技、华虹宏力、扬杰科技、振华股份。2026 年调仓:新进 26 笔(10 盈 / 16 亏);退出 16 笔(规避 8 / 错失 8)。基金评级 >
| 季报日期:2026-06-30 |
| 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 |
688347 |
华虹宏力 |
0.65% |
9.02 |
3034.03 |
0.02% |
新增 |
| 2 |
688525 |
佰维存储 |
0.65% |
6.13 |
3033.59 |
0.01% |
新增 |
| 3 |
002436 |
兴森科技 |
0.54% |
50.20 |
2557.69 |
0.03% |
新增 |
| 4 |
300568 |
星源材质 |
0.51% |
126.89 |
2375.38 |
0.10% |
新增 |
| 5 |
002938 |
鹏鼎控股 |
0.49% |
21.91 |
2308.88 |
0.01% |
-16.65 (-75.99%) |
| 6 |
300373 |
扬杰科技 |
0.48% |
14.25 |
2240.53 |
0.03% |
新增 |
| 7 |
002463 |
沪电股份 |
0.47% |
14.49 |
2213.71 |
0.01% |
-18.24 (-125.90%) |
| 8 |
600183 |
生益科技 |
0.46% |
12.44 |
2157.10 |
0.01% |
新增 |
| 9 |
603067 |
振华股份 |
0.46% |
46.88 |
2170.08 |
0.06% |
新增 |
| 10 |
605358 |
立昂微 |
0.44% |
26.79 |
2079.18 |
0.03% |
新增 |
| 季报日期:2026-06-30 |
| 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 |
688347 |
华虹宏力 |
0.65% |
9.02 |
3034.03 |
0.02% |
新增 |
| 2 |
688525 |
佰维存储 |
0.65% |
6.13 |
3033.59 |
0.01% |
新增 |
| 3 |
002436 |
兴森科技 |
0.54% |
50.20 |
2557.69 |
0.03% |
新增 |
| 4 |
300568 |
星源材质 |
0.51% |
126.89 |
2375.38 |
0.10% |
新增 |
| 5 |
002938 |
鹏鼎控股 |
0.49% |
21.91 |
2308.88 |
0.01% |
-16.65 (-75.99%) |
| 6 |
300373 |
扬杰科技 |
0.48% |
14.25 |
2240.53 |
0.03% |
新增 |
| 7 |
002463 |
沪电股份 |
0.47% |
14.49 |
2213.71 |
0.01% |
-18.24 (-125.90%) |
| 8 |
600183 |
生益科技 |
0.46% |
12.44 |
2157.10 |
0.01% |
新增 |
| 9 |
603067 |
振华股份 |
0.46% |
46.88 |
2170.08 |
0.06% |
新增 |
| 10 |
605358 |
立昂微 |
0.44% |
26.79 |
2079.18 |
0.03% |
新增 |
显示全部持仓明细>>
| 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 |
600589 |
大位科技 |
0.76% |
307.32 |
3282.17 |
0.21% |
新增 |
| 2 |
603876 |
鼎胜新材 |
0.70% |
136.53 |
3025.50 |
0.15% |
96.97 (71.02%) |
| 3 |
603306 |
华懋科技 |
0.63% |
35.59 |
2690.60 |
0.11% |
2.48 (6.97%) |
| 4 |
002463 |
沪电股份 |
0.58% |
32.73 |
2486.32 |
0.02% |
32.28 (98.62%) |
| 5 |
000973 |
佛塑科技 |
0.57% |
133.72 |
2447.08 |
0.14% |
103.55 (77.44%) |
| 6 |
002812 |
恩捷股份 |
0.55% |
35.04 |
2375.01 |
0.04% |
23.64 (67.47%) |
| 7 |
002938 |
鹏鼎控股 |
0.47% |
38.56 |
2011.68 |
0.02% |
新增 |
| 8 |
600909 |
华安证券 |
0.46% |
353.15 |
1959.97 |
0.07% |
新增 |
| 9 |
688498 |
源杰科技 |
0.46% |
1.98 |
1993.18 |
0.02% |
1.18 (59.54%) |
| 10 |
300502 |
新易盛 |
0.42% |
4.05 |
1793.50 |
0.00% |
0.99 (24.44%) |
| 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 |
600589 |
大位科技 |
0.76% |
307.32 |
3282.17 |
0.21% |
新增 |
| 2 |
603876 |
鼎胜新材 |
0.70% |
136.53 |
3025.50 |
0.15% |
96.97 (71.02%) |
| 3 |
603306 |
华懋科技 |
0.63% |
35.59 |
2690.60 |
0.11% |
2.48 (6.97%) |
| 4 |
002463 |
沪电股份 |
0.58% |
32.73 |
2486.32 |
0.02% |
32.28 (98.62%) |
| 5 |
000973 |
佛塑科技 |
0.57% |
133.72 |
2447.08 |
0.14% |
103.55 (77.44%) |
| 6 |
002812 |
恩捷股份 |
0.55% |
35.04 |
2375.01 |
0.04% |
23.64 (67.47%) |
| 7 |
002938 |
鹏鼎控股 |
0.47% |
38.56 |
2011.68 |
0.02% |
新增 |
| 8 |
600909 |
华安证券 |
0.46% |
353.15 |
1959.97 |
0.07% |
新增 |
| 9 |
688498 |
源杰科技 |
0.46% |
1.98 |
1993.18 |
0.02% |
1.18 (59.54%) |
| 10 |
300502 |
新易盛 |
0.42% |
4.05 |
1793.50 |
0.00% |
0.99 (24.44%) |
显示全部持仓明细>>
| 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 |
603799 |
华友钴业 |
0.92% |
30.64 |
2091.33 |
5.13% |
--- |
| 2 |
603306 |
华懋科技 |
0.92% |
33.11 |
2086.26 |
5.12% |
--- |
| 3 |
002555 |
三七互娱 |
0.64% |
61.26 |
1445.74 |
3.55% |
--- |
| 4 |
300502 |
新易盛 |
0.58% |
3.06 |
1318.49 |
3.24% |
--- |
| 5 |
002709 |
天赐材料 |
0.54% |
26.45 |
1225.43 |
3.01% |
--- |
| 6 |
301511 |
德福科技 |
0.52% |
33.23 |
1189.30 |
2.92% |
--- |
| 7 |
688519 |
南亚新材 |
0.51% |
14.21 |
1149.40 |
2.82% |
--- |
| 8 |
603083 |
剑桥科技 |
0.51% |
8.61 |
1157.01 |
2.84% |
--- |
| 9 |
300395 |
菲利华 |
0.50% |
11.44 |
1147.43 |
2.82% |
--- |
| 10 |
002922 |
伊戈尔 |
0.50% |
37.23 |
1140.10 |
2.80% |
--- |
| 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 |
603799 |
华友钴业 |
0.92% |
30.64 |
2091.33 |
5.13% |
--- |
| 2 |
603306 |
华懋科技 |
0.92% |
33.11 |
2086.26 |
5.12% |
--- |
| 3 |
002555 |
三七互娱 |
0.64% |
61.26 |
1445.74 |
3.55% |
--- |
| 4 |
300502 |
新易盛 |
0.58% |
3.06 |
1318.49 |
3.24% |
--- |
| 5 |
002709 |
天赐材料 |
0.54% |
26.45 |
1225.43 |
3.01% |
--- |
| 6 |
301511 |
德福科技 |
0.52% |
33.23 |
1189.30 |
2.92% |
--- |
| 7 |
688519 |
南亚新材 |
0.51% |
14.21 |
1149.40 |
2.82% |
--- |
| 8 |
603083 |
剑桥科技 |
0.51% |
8.61 |
1157.01 |
2.84% |
--- |
| 9 |
300395 |
菲利华 |
0.50% |
11.44 |
1147.43 |
2.82% |
--- |
| 10 |
002922 |
伊戈尔 |
0.50% |
37.23 |
1140.10 |
2.80% |
--- |
| 11 |
300803 |
指南针 |
0.47% |
8.24 |
1078.37 |
2.65% |
--- |
| 12 |
002126 |
银轮股份 |
0.41% |
24.68 |
932.90 |
2.29% |
--- |
| 13 |
605060 |
联德股份 |
0.37% |
22.66 |
837.51 |
2.06% |
--- |
| 14 |
603228 |
景旺电子 |
0.35% |
11.03 |
806.18 |
1.98% |
--- |
| 15 |
603067 |
振华股份 |
0.34% |
27.10 |
780.87 |
1.92% |
--- |
| 16 |
002871 |
伟隆股份 |
0.32% |
40.94 |
736.92 |
1.81% |
--- |
| 17 |
001267 |
汇绿生态 |
0.32% |
33.34 |
730.15 |
1.79% |
--- |
| 18 |
002270 |
华明装备 |
0.31% |
27.72 |
694.11 |
1.70% |
--- |
| 19 |
002478 |
常宝股份 |
0.31% |
82.36 |
697.59 |
1.71% |
--- |
| 20 |
000776 |
广发证券 |
0.29% |
30.42 |
669.85 |
1.64% |
--- |
| 21 |
300033 |
同花顺 |
0.29% |
2.07 |
666.91 |
1.64% |
--- |
| 22 |
000534 |
万泽股份 |
0.28% |
28.51 |
627.22 |
1.54% |
--- |
| 23 |
002812 |
恩捷股份 |
0.28% |
11.40 |
645.70 |
1.59% |
--- |
| 24 |
603876 |
鼎胜新材 |
0.26% |
39.56 |
593.80 |
1.46% |
--- |
| 25 |
002851 |
麦格米特 |
0.26% |
6.61 |
595.36 |
1.46% |
--- |
| 26 |
600183 |
生益科技 |
0.25% |
7.81 |
557.71 |
1.37% |
--- |
| 27 |
300570 |
太辰光 |
0.24% |
4.70 |
543.09 |
1.33% |
--- |
| 28 |
002241 |
歌尔股份 |
0.23% |
18.22 |
523.46 |
1.29% |
--- |
| 29 |
688498 |
源杰科技 |
0.23% |
0.80 |
514.88 |
1.26% |
--- |
| 30 |
300308 |
中际旭创 |
0.22% |
0.82 |
500.20 |
1.23% |
--- |
| 31 |
603530 |
神马电力 |
0.22% |
11.92 |
489.67 |
1.20% |
--- |
| 32 |
301217 |
铜冠铜箔 |
0.21% |
14.15 |
485.06 |
1.19% |
--- |
| 33 |
002517 |
恺英网络 |
0.21% |
21.74 |
475.45 |
1.17% |
--- |
| 34 |
603444 |
吉比特 |
0.20% |
1.07 |
453.52 |
1.11% |
--- |
| 35 |
300548 |
长芯博创 |
0.20% |
3.19 |
452.98 |
1.11% |
--- |
| 36 |
000962 |
东方钽业 |
0.20% |
13.70 |
452.92 |
1.11% |
--- |
| 37 |
688313 |
仕佳光子 |
0.19% |
4.89 |
434.23 |
1.07% |
--- |
| 38 |
000973 |
佛塑科技 |
0.19% |
30.17 |
443.50 |
1.09% |
--- |
| 39 |
002407 |
多氟多 |
0.18% |
11.83 |
401.16 |
0.98% |
--- |
| 40 |
688123 |
聚辰股份 |
0.18% |
3.19 |
399.98 |
0.98% |
--- |
| 41 |
000997 |
新大陆 |
0.17% |
13.31 |
376.94 |
0.93% |
--- |
| 42 |
300394 |
天孚通信 |
0.17% |
1.95 |
395.91 |
0.97% |
--- |
| 43 |
002138 |
顺络电子 |
0.17% |
10.92 |
387.99 |
0.95% |
--- |
| 44 |
300364 |
中文在线 |
0.17% |
15.20 |
381.82 |
0.94% |
--- |
| 45 |
601865 |
福莱特 |
0.15% |
21.51 |
337.06 |
0.83% |
--- |
| 46 |
002150 |
正泰电源 |
0.14% |
15.42 |
309.94 |
0.76% |
--- |
| 47 |
688167 |
炬光科技 |
0.14% |
1.87 |
327.59 |
0.80% |
--- |
| 48 |
002353 |
杰瑞股份 |
0.13% |
4.11 |
291.11 |
0.71% |
--- |
| 49 |
688516 |
奥特维 |
0.12% |
5.81 |
262.83 |
0.65% |
--- |
| 50 |
300723 |
一品红 |
0.12% |
8.17 |
274.10 |
0.67% |
--- |
| 51 |
300596 |
利安隆 |
0.12% |
6.70 |
282.81 |
0.69% |
--- |
| 52 |
688321 |
微芯生物 |
0.11% |
8.92 |
260.67 |
0.64% |
--- |
| 53 |
002371 |
北方华创 |
0.11% |
0.55 |
254.10 |
0.62% |
--- |
| 54 |
300655 |
晶瑞电材 |
0.11% |
15.63 |
252.11 |
0.62% |
--- |
| 55 |
603986 |
兆易创新 |
0.11% |
1.13 |
242.10 |
0.59% |
--- |
| 56 |
688205 |
德科立 |
0.11% |
1.74 |
239.04 |
0.59% |
--- |
| 57 |
002773 |
康弘药业 |
0.10% |
7.76 |
232.57 |
0.57% |
--- |
| 58 |
300814 |
中富电路 |
0.10% |
2.96 |
218.86 |
0.54% |
--- |
| 59 |
002940 |
昂利康 |
0.10% |
6.69 |
224.25 |
0.55% |
--- |
| 60 |
300204 |
舒泰神 |
0.10% |
8.30 |
226.76 |
0.56% |
--- |
| 61 |
601089 |
福元医药 |
0.10% |
9.59 |
230.16 |
0.57% |
--- |
| 62 |
688197 |
首药控股 |
0.09% |
5.66 |
196.62 |
0.48% |
--- |
| 63 |
603186 |
华正新材 |
0.09% |
4.05 |
200.88 |
0.49% |
--- |
| 64 |
001309 |
德明利 |
0.09% |
0.85 |
197.11 |
0.48% |
--- |
| 65 |
300811 |
铂科新材 |
0.08% |
2.40 |
171.14 |
0.42% |
--- |
| 66 |
300726 |
宏达电子 |
0.08% |
3.71 |
188.88 |
0.46% |
--- |
| 67 |
000977 |
浪潮信息 |
0.08% |
2.75 |
183.15 |
0.45% |
--- |
| 68 |
603308 |
应流股份 |
0.07% |
3.99 |
166.58 |
0.41% |
--- |
| 69 |
000338 |
潍柴动力 |
0.07% |
8.67 |
149.12 |
0.37% |
--- |
| 70 |
300827 |
上能电气 |
0.06% |
3.66 |
125.25 |
0.31% |
--- |
| 71 |
002602 |
世纪华通 |
0.06% |
8.62 |
147.06 |
0.36% |
--- |
| 72 |
603650 |
彤程新材 |
0.05% |
2.69 |
118.75 |
0.29% |
--- |
| 73 |
301611 |
珂玛科技 |
0.05% |
1.40 |
120.02 |
0.29% |
--- |
| 74 |
688981 |
中芯国际 |
0.03% |
0.48 |
59.08 |
0.15% |
--- |
| 75 |
603259 |
药明康德 |
0.02% |
0.46 |
41.69 |
0.10% |
--- |
| 76 |
688362 |
甬矽电子 |
0.02% |
1.62 |
52.61 |
0.13% |
--- |
| 77 |
002273 |
水晶光电 |
0.02% |
1.53 |
38.43 |
0.09% |
--- |
| 78 |
688018 |
乐鑫科技 |
0.02% |
0.32 |
53.92 |
0.13% |
--- |
| 79 |
688099 |
晶晨股份 |
0.02% |
0.41 |
35.59 |
0.09% |
--- |
| 80 |
002156 |
通富微电 |
0.01% |
0.82 |
30.91 |
0.08% |
--- |
| 81 |
300475 |
香农芯创 |
0.01% |
0.08 |
11.55 |
0.03% |
--- |
| 82 |
688183 |
生益电子 |
0.01% |
0.15 |
13.93 |
0.03% |
--- |
| 83 |
300014 |
亿纬锂能 |
0.01% |
0.32 |
21.04 |
0.05% |
--- |
| 84 |
001301 |
尚太科技 |
0.01% |
0.28 |
24.03 |
0.06% |
--- |
| 85 |
688525 |
佰维存储 |
0.01% |
0.23 |
26.85 |
0.07% |
--- |
| 86 |
688256 |
寒武纪 |
0.01% |
0.02 |
30.77 |
0.08% |
--- |
| 87 |
300620 |
光库科技 |
0.01% |
0.21 |
30.88 |
0.08% |
--- |
| 88 |
601138 |
工业富联 |
0.01% |
0.50 |
31.02 |
0.08% |
--- |
| 89 |
002463 |
沪电股份 |
0.01% |
0.45 |
32.88 |
0.08% |
--- |
| 90 |
002384 |
东山精密 |
0.01% |
0.39 |
33.01 |
0.08% |
--- |
| 91 |
600584 |
长电科技 |
0.00% |
0.05 |
1.84 |
0.00% |
--- |
| 92 |
688472 |
阿特斯 |
0.00% |
0.73 |
10.89 |
0.03% |
--- |
| 93 |
002475 |
立讯精密 |
0.00% |
0.15 |
8.51 |
0.02% |
--- |
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