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 | 博时国证消费电子主题指数-A(020983)基金投资组合(持股) 年份： | | 截止日期 | 股票代码 | 股票名称 | 数量(万股) | 持有市值(万元) | 占基金资产净值比例(%) | | 2026-06-30 | 603986 | 兆易创新 | 1.58 | 1287.70 | 28.07% | | 2026-06-30 | 002384 | 东山精密 | 3.16 | 829.03 | 18.07% | | 2026-06-30 | 002475 | 立讯精密 | 11.56 | 813.82 | 17.74% | | 2026-06-30 | 000725 | 京东方A | 81.65 | 708.72 | 15.45% | | 2026-06-30 | 300476 | 胜宏科技 | 1.53 | 530.04 | 11.55% | | 2026-06-30 | 300408 | 三环集团 | 3.13 | 522.40 | 11.39% | | 2026-06-30 | 688525 | 佰维存储 | 0.95 | 468.31 | 10.21% | | 2026-06-30 | 600584 | 长电科技 | 3.59 | 371.74 | 8.10% | | 2026-06-30 | 000100 | TCL科技 | 47.96 | 279.13 | 6.08% | | 2026-06-30 | 300857 | 协创数据 | 0.80 | 271.24 | 5.91% | | 2026-06-30 | 300433 | 蓝思科技 | 4.86 | 260.71 | 5.68% | | 2026-06-30 | 300136 | 信维通信 | 2.01 | 239.69 | 5.22% | | 2026-06-30 | 300666 | 江丰电子 | 0.52 | 191.67 | 4.18% | | 2026-06-30 | 603501 | 豪威集团 | 1.97 | 186.85 | 4.07% | | 2026-06-30 | 002938 | 鹏鼎控股 | 1.64 | 172.82 | 3.77% | | 2026-06-30 | 688110 | 东芯股份 | 0.75 | 152.80 | 3.33% | | 2026-06-30 | 300567 | 精测电子 | 0.48 | 152.45 | 3.32% | | 2026-06-30 | 300661 | 圣邦股份 | 1.04 | 149.36 | 3.26% | | 2026-06-30 | 002241 | 歌尔股份 | 6.30 | 141.94 | 3.09% | | 2026-06-30 | 002600 | 领益智造 | 7.92 | 137.33 | 2.99% | | 2026-06-30 | 002138 | 顺络电子 | 1.75 | 127.93 | 2.79% | | 2026-06-30 | 688249 | 晶合集成 | 2.08 | 123.02 | 2.68% | | 2026-06-30 | 002273 | 水晶光电 | 3.20 | 113.54 | 2.47% | | 2026-06-30 | 603296 | 华勤技术 | 1.35 | 100.26 | 2.19% | | 2026-06-30 | 603893 | 瑞芯微 | 0.52 | 97.95 | 2.13% | | 2026-06-30 | 300782 | 卓胜微 | 0.87 | 95.33 | 2.08% | | 2026-06-30 | 688099 | 晶晨股份 | 0.89 | 91.55 | 2.00% | | 2026-06-30 | 603005 | 晶方科技 | 1.42 | 76.50 | 1.67% | | 2026-06-30 | 002456 | 欧菲光 | 7.83 | 74.07 | 1.61% | | 2026-06-30 | 688052 | 纳芯微 | 0.25 | 73.23 | 1.60% | | 2026-06-30 | 688036 | 传音控股 | 1.21 | 71.61 | 1.56% | | 2026-06-30 | 300458 | 全志科技 | 1.79 | 70.57 | 1.54% | | 2026-06-30 | 688322 | 奥比中光 | 0.54 | 70.29 | 1.53% | | 2026-06-30 | 300115 | 长盈精密 | 2.36 | 65.94 | 1.44% | | 2026-06-30 | 300207 | 欣旺达 | 3.39 | 64.38 | 1.40% | | 2026-06-30 | 002920 | 德赛西威 | 0.73 | 59.50 | 1.30% | | 2026-06-30 | 601231 | 环旭电子 | 1.78 | 57.68 | 1.26% | | 2026-06-30 | 300866 | 安克创新 | 0.55 | 57.37 | 1.25% | | 2026-06-30 | 301536 | 星宸科技 | 0.44 | 56.63 | 1.23% | | 2026-06-30 | 600707 | 彩虹股份 | 3.35 | 56.58 | 1.23% | | 2026-06-30 | 002402 | 和而泰 | 2.06 | 53.21 | 1.16% | | 2026-06-30 | 600699 | 均胜电子 | 2.17 | 46.89 | 1.02% | | 2026-06-30 | 688608 | 恒玄科技 | 0.27 | 44.74 | 0.98% | | 2026-06-30 | 603160 | 汇顶科技 | 0.67 | 41.35 | 0.90% | | 2026-06-30 | 000050 | 深天马A | 3.54 | 35.08 | 0.76% | | 2026-06-30 | 002841 | 视源股份 | 0.93 | 32.11 | 0.70% | | 2026-06-30 | 688538 | 和辉光电 | 11.57 | 30.07 | 0.66% | | 2026-06-30 | 301606 | 绿联科技 | 0.24 | 14.64 | 0.32% | | 2026-06-30 | 688475 | 萤石网络 | 0.38 | 10.32 | 0.23% | | 2026-06-30 | 603786 | 科博达 | 0.22 | 9.00 | 0.20% | |
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