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 | 宏利转型机遇A(000828)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 | 002371 | 北方华创 | 38.25 | 33834.24 | 9.44% | | 2026-06-30 | 300502 | 新易盛 | 52.21 | 31694.26 | 8.84% | | 2026-06-30 | 002475 | 立讯精密 | 345.11 | 24295.75 | 6.78% | | 2026-06-30 | 688256 | 寒武纪 | 14.88 | 23745.13 | 6.62% | | 2026-06-30 | 600426 | 华鲁恒升 | 813.81 | 19466.36 | 5.43% | | 2026-06-30 | 002463 | 沪电股份 | 124.43 | 19012.78 | 5.30% | | 2026-06-30 | 688036 | 传音控股 | 297.49 | 17537.23 | 4.89% | | 2026-06-30 | 688041 | 海光信息 | 37.52 | 13892.55 | 3.87% | | 2026-06-30 | 688981 | 中芯国际 | 84.22 | 13376.58 | 3.73% | | 2026-06-30 | 300308 | 中际旭创 | 7.59 | 9639.30 | 2.69% | | 2026-06-30 | 603986 | 兆易创新 | 11.03 | 8989.45 | 2.51% | | 2026-06-30 | 688072 | 拓荆科技 | 9.36 | 7789.35 | 2.17% | | 2026-06-30 | 688361 | 中科飞测 | 17.35 | 7458.74 | 2.08% | | 2026-06-30 | 688652 | 京仪装备 | 36.91 | 7388.76 | 2.06% | | 2026-06-30 | 300750 | 宁德时代 | 18.72 | 7357.15 | 2.05% | | 2026-06-30 | 601899 | 紫金矿业 | 248.36 | 6243.77 | 1.74% | | 2026-06-30 | 688200 | 华峰测控 | 9.54 | 5011.29 | 1.40% | | 2026-06-30 | 300498 | 温氏股份 | 396.22 | 4881.43 | 1.36% | | 2026-06-30 | 688099 | 晶晨股份 | 44.46 | 4574.67 | 1.28% | | 2026-06-30 | 603296 | 华勤技术 | 51.84 | 3850.16 | 1.07% | | 2026-06-30 | 002078 | 太阳纸业 | 294.23 | 3674.93 | 1.02% | | 2026-06-30 | 600585 | 海螺水泥 | 189.31 | 3208.80 | 0.89% | | 2026-06-30 | 002001 | 新和成 | 106.54 | 3027.87 | 0.84% | | 2026-06-30 | 600309 | 万华化学 | 38.48 | 2632.42 | 0.73% | | 2026-06-30 | 688012 | 中微公司 | 5.59 | 2619.99 | 0.73% | | 2026-06-30 | 600519 | 贵州茅台 | 2.17 | 2572.51 | 0.72% | | 2026-06-30 | 000975 | 山金国际 | 149.85 | 2547.45 | 0.71% | | 2026-06-30 | 601111 | 中国国航 | 360.25 | 2179.51 | 0.61% | | 2026-06-30 | 300782 | 卓胜微 | 17.57 | 1925.32 | 0.54% | | 2026-06-30 | 601233 | 桐昆股份 | 76.61 | 1658.61 | 0.46% | | 2026-06-30 | 000703 | 恒逸石化 | 120.74 | 1638.44 | 0.46% | | 2026-06-30 | 688213 | 思特威 | 13.64 | 1460.40 | 0.41% | | 2026-06-30 | 002850 | 科达利 | 7.68 | 1453.82 | 0.41% | | 2026-06-30 | 002601 | 龙佰集团 | 74.36 | 1225.45 | 0.34% | | 2026-06-30 | 600028 | 中国石化 | 266.59 | 1188.99 | 0.33% | | 2026-06-30 | 000807 | 云铝股份 | 46.61 | 1031.95 | 0.29% | | 2026-06-30 | 688486 | 龙迅股份 | 15.22 | 967.54 | 0.27% | | 2026-06-30 | 688521 | 芯原股份 | 2.29 | 851.25 | 0.24% | | 2026-06-30 | 600282 | 南钢股份 | 175.11 | 803.76 | 0.22% | | 2026-06-30 | 600486 | 扬农化工 | 12.57 | 637.30 | 0.18% | | 2026-06-30 | 600031 | 三一重工 | 35.27 | 609.47 | 0.17% | | 2026-06-30 | 002311 | 海大集团 | 13.35 | 595.54 | 0.17% | | 2026-06-30 | 600391 | 航发科技 | 9.16 | 306.40 | 0.09% | |
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