重仓持股变动分析 - 腾讯控股持仓市值3,783,833,707.50元，持仓数量8,250,000股，较上期减少13.79%，占基金净值比9.73% [2] - 阿里巴巴-W持仓市值3,756,287,232.00元，持仓数量31,800,000股，较上期减少34.01%，占流通股本比0.17% [2] - 贵州茅台持仓市值3,513,030,500.00元，持仓数量2,250,500股，占股票市值比9.55% [2] - 五粮液持仓市值3,415,100,000.00元，持仓数量26,000,000股，占流通股本比0.67% [2] - 山西汾酒持仓市值3,229,218,885.20元，持仓数量15,070,090股，较上期增加1.82% [2] - 泸州老窖持仓市值3,009,516,972.00元，持仓数量23,200,100股，较上期增加4.27% [2] 科技与半导体行业持仓 - 小米集团-W持仓市值1,275,264,072.20元，持仓数量28,087,515股，较上期增加9.21% [4] - 中芯国际持仓市值852,240,058.20元，持仓数量20,032,692股，较上期大幅增加80.09% [4] - 晶晨股份持仓市值785,381,414.04元，持仓数量9,517,903股，较上期增加2.17% [4] - 台积电持仓市值277,638,419.60元，持仓数量233,000股，较上期减少5.28% [3] - 富途控股持仓市值271,834,844.90元，持仓数量370,000股，较上期增加12.12% [3] 消费与制造业持仓 - 百胜中国持仓市值2,167,727,670.00元，持仓数量5,800,000股，占流通股本比1.55% [2] - 洋河股份持仓市值1,944,375,000.00元，持仓数量25,500,000股，较上期减少29.17% [2] - 美团-W持仓市值1,725,322,968.00元，持仓数量12,000,000股，较上期减少28.57% [2] - 立讯精密持仓市值1,761,850,614.63元，持仓数量43,087,567股，较上期增加5.65% [5] - 宁德时代持仓市值884,101,940.82元，持仓数量3,495,303股，较上期减少29.00% [5] 能源与材料行业持仓 - 中国海洋石油持仓市值2,443,986,058.80元，持仓数量143,000,000股，占流通股本比0.30% [2] - 巨化股份持仓市值571,994,418.87元，持仓数量23,148,297股，较上期增加15.65% [4] - 梅花生物持仓市值594,793,920.60元，持仓数量57,523,590股，较上期增加4.12% [5]