名称        2021年2季报                                                                                  天相行业类型                 2021年2季度               2021年7月份以来

                                                                                                                                      涨幅（%）                 涨幅（%）

            基金持有总市值（万元）    占流通股               持股数              持有该股的                                                                         

                                      比例（%）              （万股）            基金个数                                                                           

贵州茅台    13021957.59               5.04                   6331.48             1333                    消费品及服务 - 食品          3.34                      -3.73

宁德时代    12372446.49               11.4                   23134.72            1129                    消费品及服务 - 汽车及配件    66.00                     -1.22

五粮液      10852340.57               9.39                   36430.7             1000                    消费品及服务 - 食品          11.16                     -4.32

海康威视    7373371.86                13.71                  114374.4            583                     信息技术 - 元器件            16.84                     -0.88

药明康德    6876785.18                14.98                  43915.86            791                     医药 - 生物制品              34.31                     5.66

隆基股份    5984163.54                12.44                  67358.89            677                     信息技术 - 元器件            41.66                     0.80

迈瑞医疗    5520010.8                 23.04                  11498.82            516                     医药 - 医疗器械              20.89                     -6.19

中国中免    4738624.74                8.09                   15790.15            528                     消费品及服务 - 酒店旅游      -1.60                     -2.22

泸州老窖    4242869.29                12.28                  17982.83            247                     消费品及服务 - 食品          4.85                      -4.20

招商银行    3970791.01                2.91                   73275.35            734                     金融 - 银行                  6.05                      -5.56