主動統一全球創新
00988A2026-08-18資料日期46持股檔數10台股檔數97.3%權重合計2026-08-17比較基準日
持股明細
與 2026-08-17 相比:新增 0 檔、加碼 4 檔、減碼 2 檔、剔除 0 檔。 股數為原始股數,不是張數。
| # | 代號 | 名稱 | 權重 | 權重增減 | 股數 | 股數增減 | 增減幅 | 動作 |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE US | LUMENTUM HOLDINGS INC | 5.80% | +0.21pp | 117,000 | – | – | 不變 |
| 2 | 2383 | 台光電 | 4.59% | +0.32pp | 445,000 | – | – | 不變 |
| 3 | 3037 | 欣興 | 4.43% | +0.04pp | 2,600,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.14% | +0.16pp | 70,000 | – | – | 不變 |
| 5 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.74% | -0.08pp | 1,350,000 | – | – | 不變 |
| 6 | MU US | MICRON TECHNOLOGY INC | 3.64% | +0.03pp | 70,000 | – | – | 不變 |
| 7 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.58% | +0.17pp | 130,000 | – | – | 不變 |
| 8 | 285A JP | KIOXIA HOLDINGS CORP | 3.25% | +0.08pp | 180,000 | – | – | 不變 |
| 9 | 2454 | 聯發科 | 3.13% | -0.04pp | 445,000 | – | – | 不變 |
| 10 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 3.13% | -0.12pp | 225,000 | – | – | 不變 |
| 11 | PANW US | PALO ALTO NETWORKS INC | 3.08% | -0.14pp | 150,000 | – | – | 不變 |
| 12 | TSEM US | TOWER SEMICONDUCTOR LTD | 3.08% | +0.10pp | 216,825 | – | – | 不變 |
| 13 | 6223 | 旺矽 | 2.61% | -0.04pp | 242,000 | – | – | 不變 |
| 14 | 2330 | 台積電 | 2.60% | -0.07pp | 650,000 | – | – | 不變 |
| 15 | STX US | SEAGATE TECHNOLOGY | 2.60% | +1.60pp | 50,000 | +30,000 | +150.0% | 加碼 |
| 16 | BE US | BLOOM ENERGY CORP- A | 2.58% | -0.11pp | 210,000 | – | – | 不變 |
| 17 | MRVL US | MARVELL TECHNOLOGY INC | 2.44% | -0.03pp | 205,000 | – | – | 不變 |
| 18 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.29% | -0.09pp | 130,000 | – | – | 不變 |
| 19 | WDC US | WESTERN DIGITAL CORP | 2.18% | +0.06pp | 80,000 | – | – | 不變 |
| 20 | 6871 JP | MICRONICS JAPAN CO LTD | 1.87% | +0.05pp | 370,000 | – | – | 不變 |
| 21 | SNDK US | SANDISK CORP | 1.84% | +0.10pp | 21,000 | – | – | 不變 |
| 22 | 2308 | 台達電 | 1.83% | +0.34pp | 580,000 | +112,000 | +23.9% | 加碼 |
| 23 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.79% | -0.02pp | 1,749,879 | – | – | 不變 |
| 24 | NOW US | SERVICENOW INC | 1.79% | -0.07pp | 270,000 | – | – | 不變 |
| 25 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 1.68% | +0.42pp | 180,000 | +50,000 | +38.5% | 加碼 |
| 26 | 6976 JP | TAIYO YUDEN CO LTD | 1.67% | -0.01pp | 450,000 | – | – | 不變 |
| 27 | COHR US | COHERENT INC | 1.66% | -0.03pp | 95,000 | – | – | 不變 |
| 28 | IFX GY | INFINEON TECHNOLOGIES AG | 1.62% | -0.04pp | 425,000 | – | – | 不變 |
| 29 | 2327 | 國巨* | 1.61% | -0.12pp | 1,550,000 | – | – | 不變 |
| 30 | 3711 | 日月光投控 | 1.39% | -0.51pp | 1,350,000 | -450,000 | -25.0% | 減碼 |
| 31 | 6997 JP | NIPPON CHEMI-CON CORP | 1.36% | +0.02pp | 1,275,100 | – | – | 不變 |
| 32 | MPWR US | MONOLITHIC POWER SYSTEMS INC | 1.35% | +0.02pp | 18,000 | – | – | 不變 |
| 33 | AMAT US | APPLIED MATERIALS INC | 1.30% | -0.67pp | 48,000 | -20,000 | -29.4% | 減碼 |
| 34 | LMT US | LOCKHEED MARTIN CORP | 1.24% | +0.01pp | 38,000 | – | – | 不變 |
| 35 | TER US | TERADYNE INC | 1.23% | – | 55,000 | – | – | 不變 |
| 36 | SPCX US | SPACE EXPLORATION TECHN-CL A | 1.20% | +0.43pp | 160,000 | +60,000 | +60.0% | 加碼 |
| 37 | 3017 | 奇鋐 | 1.16% | – | 215,000 | – | – | 不變 |
| 38 | FORM US | FORMFACTOR INC | 1.06% | -0.01pp | 150,454 | – | – | 不變 |
| 39 | 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 1.04% | -0.01pp | 291,988 | – | – | 不變 |
| 40 | 6787 JP | MEIKO ELECTRONICS CO LTD | 0.98% | -0.04pp | 160,000 | – | – | 不變 |
| 41 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 0.88% | +0.01pp | 110,000 | – | – | 不變 |
| 42 | NET US | CLOUDFLARE INC - CLASS A | 0.76% | -0.05pp | 45,000 | – | – | 不變 |
| 43 | TWLO US | TWILIO INC - A | 0.70% | -0.04pp | 55,000 | – | – | 不變 |
| 44 | AIXA GY | AIXTRON SE | 0.51% | -0.01pp | 200,000 | – | – | 不變 |
| 45 | AEHR US | AEHR TEST SYSTEMS | 0.50% | +0.03pp | 70,000 | – | – | 不變 |
| 46 | 4979 | 華星光 | 0.39% | -0.04pp | 450,000 | – | – | 不變 |