主動統一全球創新
00988A2026-08-20資料日期46持股檔數10台股檔數95.5%權重合計2026-08-19比較基準日
持股明細
與 2026-08-19 相比:新增 2 檔、加碼 1 檔、減碼 2 檔、剔除 2 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 | 5.76% | -0.19pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 5.25% | +0.45pp | 2,600,000 | – | – | 不變 |
| 3 | 2383 | 台光電 | 4.87% | +0.21pp | 445,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.00% | -0.07pp | 70,000 | – | – | 不變 |
| 5 | MU US | MICRON TECHNOLOGY INC | 3.71% | – | 70,000 | – | – | 不變 |
| 6 | 285A JP | KIOXIA HOLDINGS CORP | 3.63% | -0.04pp | 180,000 | – | – | 不變 |
| 7 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.57% | -0.12pp | 1,350,000 | – | – | 不變 |
| 8 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.55% | +0.10pp | 130,000 | – | – | 不變 |
| 9 | PANW US | PALO ALTO NETWORKS INC | 3.16% | +0.20pp | 150,000 | – | – | 不變 |
| 10 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 3.12% | -0.22pp | 225,000 | – | – | 不變 |
| 11 | STX US | SEAGATE TECHNOLOGY | 3.06% | -0.07pp | 60,000 | – | – | 不變 |
| 12 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.94% | -0.06pp | 216,825 | – | – | 不變 |
| 13 | 2330 | 台積電 | 2.73% | +0.16pp | 650,000 | – | – | 不變 |
| 14 | MRVL US | MARVELL TECHNOLOGY INC | 2.50% | -0.02pp | 205,000 | – | – | 不變 |
| 15 | BE US | BLOOM ENERGY CORP- A | 2.47% | -0.09pp | 210,000 | – | – | 不變 |
| 16 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.38% | +0.13pp | 130,000 | – | – | 不變 |
| 17 | 2308 | 台達電 | 2.31% | +0.07pp | 720,000 | – | – | 不變 |
| 18 | 6223 | 旺矽 | 2.25% | -0.06pp | 242,000 | – | – | 不變 |
| 19 | WDC US | WESTERN DIGITAL CORP | 2.24% | -0.01pp | 80,000 | – | – | 不變 |
| 20 | 2454 | 聯發科 | 2.06% | -0.41pp | 300,000 | -70,000 | -18.9% | 減碼 |
| 21 | SPCX US | SPACE EXPLORATION TECHN-CL A | 1.94% | +0.41pp | 240,000 | +40,000 | +20.0% | 加碼 |
| 22 | 6871 JP | MICRONICS JAPAN CO LTD | 1.93% | +0.06pp | 370,000 | – | – | 不變 |
| 23 | SNDK US | SANDISK CORP | 1.92% | -0.05pp | 21,000 | – | – | 不變 |
| 24 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.81% | +0.04pp | 1,749,879 | – | – | 不變 |
| 25 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 1.74% | +0.11pp | 180,000 | – | – | 不變 |
| 26 | COHR US | COHERENT INC | 1.64% | -0.11pp | 95,000 | – | – | 不變 |
| 27 | IFX GY | INFINEON TECHNOLOGIES AG | 1.59% | -0.01pp | 425,000 | – | – | 不變 |
| 28 | 2327 | 國巨* | 1.57% | +0.02pp | 1,550,000 | – | – | 不變 |
| 29 | 6997 JP | NIPPON CHEMI-CON CORP | 1.35% | +0.03pp | 1,275,100 | – | – | 不變 |
| 30 | MPWR US | MONOLITHIC POWER SYSTEMS INC | 1.35% | +0.01pp | 18,000 | – | – | 不變 |
| 31 | TER US | TERADYNE INC | 1.25% | -0.03pp | 55,000 | – | – | 不變 |
| 32 | 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 1.15% | +0.10pp | 291,988 | – | – | 不變 |
| 33 | 3017 | 奇鋐 | 1.15% | +0.03pp | 215,000 | – | – | 不變 |
| 34 | 3711 | 日月光投控 | 1.06% | +0.05pp | 1,000,000 | – | – | 不變 |
| 35 | 6787 JP | MEIKO ELECTRONICS CO LTD | 1.06% | +0.04pp | 160,000 | – | – | 不變 |
| 36 | FORM US | FORMFACTOR INC | 1.05% | -0.04pp | 150,454 | – | – | 不變 |
| 37 | 000660 KS | SK HYNIX INC | 0.97% | +0.97pp | 15,000 | +15,000 | – | 新增 |
| 38 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 0.97% | +0.04pp | 110,000 | – | – | 不變 |
| 39 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.77% | +0.77pp | 500,000 | +500,000 | – | 新增 |
| 40 | NET US | CLOUDFLARE INC - CLASS A | 0.76% | +0.04pp | 45,000 | – | – | 不變 |
| 41 | TWLO US | TWILIO INC - A | 0.72% | +0.06pp | 55,000 | – | – | 不變 |
| 42 | 6976 JP | TAIYO YUDEN CO LTD | 0.63% | -1.05pp | 180,000 | -270,000 | -60.0% | 減碼 |
| 43 | AIXA GY | AIXTRON SE | 0.50% | -0.01pp | 200,000 | – | – | 不變 |
| 44 | AEHR US | AEHR TEST SYSTEMS | 0.49% | -0.04pp | 70,000 | – | – | 不變 |
| 45 | 4979 | 華星光 | 0.42% | +0.02pp | 450,000 | – | – | 不變 |
| 46 | 4180 JP | APPIER GROUP INC | 0.11% | – | 250,000 | – | – | 不變 |
當日剔除 2 檔
2026-08-19 還在持股名單,2026-08-20 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| LMT US | LOCKHEED MARTIN CORP | 38,000 | 1.18% |
| NOW US | SERVICENOW INC | 135,000 | 0.83% |