主動統一全球創新
00988A2026-08-27資料日期45持股檔數9台股檔數95.0%權重合計2026-08-26比較基準日
持股明細
與 2026-08-26 相比:新增 0 檔、加碼 3 檔、減碼 1 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 | 6.07% | +0.27pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 5.23% | – | 2,600,000 | – | – | 不變 |
| 3 | 2383 | 台光電 | 4.57% | +0.05pp | 445,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.07% | +0.12pp | 70,000 | – | – | 不變 |
| 5 | MU US | MICRON TECHNOLOGY INC | 3.83% | +0.02pp | 70,000 | – | – | 不變 |
| 6 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.65% | +0.10pp | 130,000 | – | – | 不變 |
| 7 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.54% | -0.04pp | 1,350,000 | – | – | 不變 |
| 8 | 285A JP | KIOXIA HOLDINGS CORP | 3.39% | -0.05pp | 180,000 | – | – | 不變 |
| 9 | BE US | BLOOM ENERGY CORP- A | 3.18% | +0.62pp | 250,000 | +40,000 | +19.1% | 加碼 |
| 10 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 2.99% | – | 225,000 | – | – | 不變 |
| 11 | PANW US | PALO ALTO NETWORKS INC | 2.99% | -0.15pp | 150,000 | – | – | 不變 |
| 12 | MRVL US | MARVELL TECHNOLOGY INC | 2.89% | +0.08pp | 205,000 | – | – | 不變 |
| 13 | STX US | SEAGATE TECHNOLOGY | 2.89% | +0.04pp | 60,000 | – | – | 不變 |
| 14 | 2330 | 台積電 | 2.87% | -0.02pp | 650,000 | – | – | 不變 |
| 15 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.70% | -0.03pp | 216,825 | – | – | 不變 |
| 16 | CRCL US | CIRCLE INTERNET GROUP INC | 2.59% | +0.49pp | 480,000 | +80,000 | +20.0% | 加碼 |
| 17 | 6223 | 旺矽 | 2.49% | -0.03pp | 242,000 | – | – | 不變 |
| 18 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.42% | – | 300,000 | – | – | 不變 |
| 19 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.41% | -0.10pp | 130,000 | – | – | 不變 |
| 20 | 2308 | 台達電 | 2.26% | -0.08pp | 720,000 | – | – | 不變 |
| 21 | 6871 JP | MICRONICS JAPAN CO LTD | 1.89% | – | 370,000 | – | – | 不變 |
| 22 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 1.82% | -0.07pp | 180,000 | – | – | 不變 |
| 23 | SNDK US | SANDISK CORP | 1.82% | -0.05pp | 21,000 | – | – | 不變 |
| 24 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.66% | -0.03pp | 1,749,879 | – | – | 不變 |
| 25 | COHR US | COHERENT INC | 1.60% | +0.04pp | 95,000 | – | – | 不變 |
| 26 | IFX GY | INFINEON TECHNOLOGIES AG | 1.59% | -0.02pp | 425,000 | – | – | 不變 |
| 27 | 2327 | 國巨* | 1.55% | -0.05pp | 1,550,000 | – | – | 不變 |
| 28 | 3017 | 奇鋐 | 1.49% | +0.02pp | 275,000 | – | – | 不變 |
| 29 | MPWR US | MONOLITHIC POWER SYSTEMS INC | 1.38% | – | 18,000 | – | – | 不變 |
| 30 | 2454 | 聯發科 | 1.37% | -0.74pp | 200,000 | -100,000 | -33.3% | 減碼 |
| 31 | 6997 JP | NIPPON CHEMI-CON CORP | 1.26% | -0.03pp | 1,275,100 | – | – | 不變 |
| 32 | TER US | TERADYNE INC | 1.18% | -0.02pp | 55,000 | – | – | 不變 |
| 33 | 000660 KS | SK HYNIX INC | 1.09% | +0.01pp | 15,000 | – | – | 不變 |
| 34 | 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 1.00% | -0.02pp | 291,988 | – | – | 不變 |
| 35 | FORM US | FORMFACTOR INC | 0.95% | -0.02pp | 150,454 | – | – | 不變 |
| 36 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 0.83% | -0.02pp | 110,000 | – | – | 不變 |
| 37 | 4979 | 華星光 | 0.81% | +0.35pp | 735,000 | +285,000 | +63.3% | 加碼 |
| 38 | AEM US | AGNICO EAGLE MINES LTD | 0.79% | +0.01pp | 60,000 | – | – | 不變 |
| 39 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.73% | +0.05pp | 500,000 | – | – | 不變 |
| 40 | NET US | CLOUDFLARE INC - CLASS A | 0.73% | -0.02pp | 45,000 | – | – | 不變 |
| 41 | TWLO US | TWILIO INC - A | 0.72% | -0.01pp | 55,000 | – | – | 不變 |
| 42 | AIXA GY | AIXTRON SE | 0.51% | – | 200,000 | – | – | 不變 |
| 43 | 4180 JP | APPIER GROUP INC | 0.45% | -0.03pp | 950,000 | – | – | 不變 |
| 44 | AEHR US | AEHR TEST SYSTEMS | 0.39% | -0.01pp | 70,000 | – | – | 不變 |
| 45 | 095340 KS | ISC CO LTD | 0.35% | +0.02pp | 50,000 | – | – | 不變 |
當日剔除 2 檔
2026-08-26 還在持股名單,2026-08-27 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| 3711 | 日月光投控 | 1,000,000 | 1.11% |
| WDC US | WESTERN DIGITAL CORP | 40,000 | 1.04% |