| 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 | AVGO | 博通 | 46,869.00 | 92,485,102.11 | 7.02 |
| 2 | CLS | 天弘科技 | 71,300.00 | 79,679,820.98 | 6.04 |
| 3 | 300502 | 新易盛 | 521,740.00 | 66,271,414.80 | 5.03 |
| 4 | NVDA | 英伟达 | 58,266.00 | 65,898,101.01 | 5.00 |
| 5 | MSFT | 微软 | 17,659.00 | 62,879,447.17 | 4.77 |
| 6 | 002463 | 沪电股份 | 961,700.00 | 40,949,186.00 | 3.11 |
| 7 | APH | 安费诺 | 52,686.00 | 37,244,352.46 | 2.83 |
| 8 | AMD | 超威半导体 | 35,130.00 | 35,685,241.59 | 2.71 |
| 9 | 002602 | ST华通 | 3,033,620.00 | 33,612,509.60 | 2.55 |
| 10 | ZS | Zscaler Inc | 11,486.00 | 25,813,301.97 | 1.96 |
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