主動統一全球創新
00988A2026-08-19資料日期46持股檔數10台股檔數96.0%權重合計2026-08-18比較基準日
持股明細
與 2026-08-18 相比:新增 1 檔、加碼 3 檔、減碼 3 檔、剔除 1 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 | 5.95% | +0.15pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 4.80% | +0.37pp | 2,600,000 | – | – | 不變 |
| 3 | 2383 | 台光電 | 4.66% | +0.07pp | 445,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.07% | -0.07pp | 70,000 | – | – | 不變 |
| 5 | MU US | MICRON TECHNOLOGY INC | 3.71% | +0.07pp | 70,000 | – | – | 不變 |
| 6 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.69% | -0.05pp | 1,350,000 | – | – | 不變 |
| 7 | 285A JP | KIOXIA HOLDINGS CORP | 3.67% | +0.42pp | 180,000 | – | – | 不變 |
| 8 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.45% | -0.13pp | 130,000 | – | – | 不變 |
| 9 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 3.34% | +0.21pp | 225,000 | – | – | 不變 |
| 10 | STX US | SEAGATE TECHNOLOGY | 3.13% | +0.53pp | 60,000 | +10,000 | +20.0% | 加碼 |
| 11 | TSEM US | TOWER SEMICONDUCTOR LTD | 3.00% | -0.08pp | 216,825 | – | – | 不變 |
| 12 | PANW US | PALO ALTO NETWORKS INC | 2.96% | -0.12pp | 150,000 | – | – | 不變 |
| 13 | 2330 | 台積電 | 2.57% | -0.03pp | 650,000 | – | – | 不變 |
| 14 | BE US | BLOOM ENERGY CORP- A | 2.56% | -0.02pp | 210,000 | – | – | 不變 |
| 15 | MRVL US | MARVELL TECHNOLOGY INC | 2.52% | +0.08pp | 205,000 | – | – | 不變 |
| 16 | 2454 | 聯發科 | 2.47% | -0.66pp | 370,000 | -75,000 | -16.9% | 減碼 |
| 17 | 6223 | 旺矽 | 2.31% | -0.30pp | 242,000 | – | – | 不變 |
| 18 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.25% | -0.04pp | 130,000 | – | – | 不變 |
| 19 | WDC US | WESTERN DIGITAL CORP | 2.25% | +0.07pp | 80,000 | – | – | 不變 |
| 20 | 2308 | 台達電 | 2.24% | +0.41pp | 720,000 | +140,000 | +24.1% | 加碼 |
| 21 | SNDK US | SANDISK CORP | 1.97% | +0.13pp | 21,000 | – | – | 不變 |
| 22 | 6871 JP | MICRONICS JAPAN CO LTD | 1.87% | – | 370,000 | – | – | 不變 |
| 23 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.77% | -0.02pp | 1,749,879 | – | – | 不變 |
| 24 | COHR US | COHERENT INC | 1.75% | +0.09pp | 95,000 | – | – | 不變 |
| 25 | 6976 JP | TAIYO YUDEN CO LTD | 1.68% | +0.01pp | 450,000 | – | – | 不變 |
| 26 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 1.63% | -0.05pp | 180,000 | – | – | 不變 |
| 27 | IFX GY | INFINEON TECHNOLOGIES AG | 1.60% | -0.02pp | 425,000 | – | – | 不變 |
| 28 | 2327 | 國巨* | 1.55% | -0.06pp | 1,550,000 | – | – | 不變 |
| 29 | SPCX US | SPACE EXPLORATION TECHN-CL A | 1.53% | +0.33pp | 200,000 | +40,000 | +25.0% | 加碼 |
| 30 | MPWR US | MONOLITHIC POWER SYSTEMS INC | 1.34% | -0.01pp | 18,000 | – | – | 不變 |
| 31 | 6997 JP | NIPPON CHEMI-CON CORP | 1.32% | -0.04pp | 1,275,100 | – | – | 不變 |
| 32 | TER US | TERADYNE INC | 1.28% | +0.05pp | 55,000 | – | – | 不變 |
| 33 | LMT US | LOCKHEED MARTIN CORP | 1.18% | -0.06pp | 38,000 | – | – | 不變 |
| 34 | 3017 | 奇鋐 | 1.12% | -0.04pp | 215,000 | – | – | 不變 |
| 35 | FORM US | FORMFACTOR INC | 1.09% | +0.03pp | 150,454 | – | – | 不變 |
| 36 | 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 1.05% | +0.01pp | 291,988 | – | – | 不變 |
| 37 | 6787 JP | MEIKO ELECTRONICS CO LTD | 1.02% | +0.04pp | 160,000 | – | – | 不變 |
| 38 | 3711 | 日月光投控 | 1.01% | -0.38pp | 1,000,000 | -350,000 | -25.9% | 減碼 |
| 39 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 0.93% | +0.05pp | 110,000 | – | – | 不變 |
| 40 | NOW US | SERVICENOW INC | 0.83% | -0.96pp | 135,000 | -135,000 | -50.0% | 減碼 |
| 41 | NET US | CLOUDFLARE INC - CLASS A | 0.72% | -0.04pp | 45,000 | – | – | 不變 |
| 42 | TWLO US | TWILIO INC - A | 0.66% | -0.04pp | 55,000 | – | – | 不變 |
| 43 | AEHR US | AEHR TEST SYSTEMS | 0.53% | +0.03pp | 70,000 | – | – | 不變 |
| 44 | AIXA GY | AIXTRON SE | 0.51% | – | 200,000 | – | – | 不變 |
| 45 | 4979 | 華星光 | 0.40% | +0.01pp | 450,000 | – | – | 不變 |
| 46 | 4180 JP | APPIER GROUP INC | 0.11% | +0.11pp | 250,000 | +250,000 | – | 新增 |
當日剔除 1 檔
2026-08-18 還在持股名單,2026-08-19 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| AMAT US | APPLIED MATERIALS INC | 48,000 | 1.30% |