| 序号 | 股票代码 | 股票简称 | 持股数量(股) | 持股市值(元) | 占基金净值比(%) |
| 1 | 300750 | 宁德时代 | 8,900.00 | 2,367,400.00 | 6.61 |
| 2 | 002475 | 立讯精密 | 47,900.00 | 1,952,404.00 | 5.45 |
| 3 | 600660 | 福耀玻璃 | 29,400.00 | 1,834,560.00 | 5.12 |
| 4 | 600150 | 中国船舶 | 49,000.00 | 1,762,040.00 | 4.92 |
| 5 | 002179 | 中航光电 | 39,300.00 | 1,544,490.00 | 4.31 |
| 6 | 000425 | 徐工机械 | 192,400.00 | 1,525,732.00 | 4.26 |
| 7 | 002384 | 东山精密 | 51,600.00 | 1,506,720.00 | 4.21 |
| 8 | 000400 | 许继电气 | 54,400.00 | 1,497,632.00 | 4.18 |
| 9 | 688326 | 经纬恒润 | 15,796.00 | 1,328,443.60 | 3.71 |
| 10 | 300395 | 菲利华 | 35,300.00 | 1,327,633.00 | 3.71 |
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