主動統一全球創新
00988A2026-09-01資料日期47持股檔數9台股檔數96.6%權重合計2026-08-31比較基準日
持股明細
與 2026-08-31 相比:新增 0 檔、加碼 4 檔、減碼 4 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 | 6.20% | -0.24pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 5.40% | -0.17pp | 2,600,000 | – | – | 不變 |
| 3 | 2383 | 台光電 | 4.57% | +0.12pp | 445,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.24% | +0.17pp | 70,000 | – | – | 不變 |
| 5 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.71% | +0.15pp | 1,350,000 | – | – | 不變 |
| 6 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.58% | +0.01pp | 130,000 | – | – | 不變 |
| 7 | MU US | MICRON TECHNOLOGY INC | 3.31% | -0.46pp | 60,000 | -10,000 | -14.3% | 減碼 |
| 8 | PANW US | PALO ALTO NETWORKS INC | 3.30% | – | 150,000 | – | – | 不變 |
| 9 | BE US | BLOOM ENERGY CORP- A | 3.12% | -0.01pp | 250,000 | – | – | 不變 |
| 10 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 3.10% | -0.01pp | 225,000 | – | – | 不變 |
| 11 | 2330 | 台積電 | 2.95% | +0.10pp | 650,000 | – | – | 不變 |
| 12 | STX US | SEAGATE TECHNOLOGY | 2.95% | +0.02pp | 60,000 | – | – | 不變 |
| 13 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.67% | -0.07pp | 216,825 | – | – | 不變 |
| 14 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.52% | +0.06pp | 130,000 | – | – | 不變 |
| 15 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.51% | +0.08pp | 300,000 | – | – | 不變 |
| 16 | 285A JP | KIOXIA HOLDINGS CORP | 2.49% | -0.92pp | 140,000 | -40,000 | -22.2% | 減碼 |
| 17 | CRCL US | CIRCLE INTERNET GROUP INC | 2.48% | -0.12pp | 480,000 | – | – | 不變 |
| 18 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.48% | +0.55pp | 225,000 | +45,000 | +25.0% | 加碼 |
| 19 | 2308 | 台達電 | 2.47% | +0.16pp | 720,000 | – | – | 不變 |
| 20 | 3017 | 奇鋐 | 2.30% | +0.27pp | 365,000 | +30,000 | +9.0% | 加碼 |
| 21 | 6223 | 旺矽 | 2.28% | +0.04pp | 242,000 | – | – | 不變 |
| 22 | MRVL US | MARVELL TECHNOLOGY INC | 1.92% | -0.93pp | 150,026 | -54,974 | -26.8% | 減碼 |
| 23 | 6871 JP | MICRONICS JAPAN CO LTD | 1.79% | +0.02pp | 370,000 | – | – | 不變 |
| 24 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.73% | +0.04pp | 1,749,879 | – | – | 不變 |
| 25 | IFX GY | INFINEON TECHNOLOGIES AG | 1.67% | +0.04pp | 425,000 | – | – | 不變 |
| 26 | COHR US | COHERENT INC | 1.57% | -0.04pp | 95,000 | – | – | 不變 |
| 27 | 2454 | 聯發科 | 1.49% | +0.09pp | 200,000 | – | – | 不變 |
| 28 | 4979 | 華星光 | 1.41% | +0.03pp | 1,235,000 | – | – | 不變 |
| 29 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 1.34% | +0.50pp | 170,000 | +60,000 | +54.5% | 加碼 |
| 30 | 6997 JP | NIPPON CHEMI-CON CORP | 1.34% | +0.10pp | 1,275,100 | – | – | 不變 |
| 31 | MPWR US | MONOLITHIC POWER SYSTEMS INC | 1.34% | -0.02pp | 18,000 | – | – | 不變 |
| 32 | NET US | CLOUDFLARE INC - CLASS A | 1.24% | +0.44pp | 70,000 | +25,000 | +55.6% | 加碼 |
| 33 | TER US | TERADYNE INC | 1.16% | -0.02pp | 55,000 | – | – | 不變 |
| 34 | SNDK US | SANDISK CORP | 1.14% | -0.31pp | 13,000 | -4,000 | -23.5% | 減碼 |
| 35 | 000660 KS | SK HYNIX INC | 1.07% | -0.02pp | 15,000 | – | – | 不變 |
| 36 | 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 1.04% | – | 291,988 | – | – | 不變 |
| 37 | FORM US | FORMFACTOR INC | 0.91% | -0.04pp | 150,454 | – | – | 不變 |
| 38 | TWLO US | TWILIO INC - A | 0.77% | +0.01pp | 55,000 | – | – | 不變 |
| 39 | HOOD US | ROBINHOOD MARKETS INC - A | 0.74% | -0.02pp | 120,000 | – | – | 不變 |
| 40 | AEM US | AGNICO EAGLE MINES LTD | 0.73% | -0.01pp | 60,000 | – | – | 不變 |
| 41 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.72% | -0.02pp | 500,000 | – | – | 不變 |
| 42 | DASH US | DOORDASH INC - A | 0.70% | +0.03pp | 50,000 | – | – | 不變 |
| 43 | AIXA GY | AIXTRON SE | 0.50% | – | 200,000 | – | – | 不變 |
| 44 | NTRA US | NATERA INC | 0.48% | -0.01pp | 25,000 | – | – | 不變 |
| 45 | 4180 JP | APPIER GROUP INC | 0.47% | +0.02pp | 950,000 | – | – | 不變 |
| 46 | 095340 KS | ISC CO LTD | 0.37% | +0.01pp | 50,000 | – | – | 不變 |
| 47 | 6274 | 台燿 | 0.36% | +0.02pp | 130,000 | – | – | 不變 |