主動統一全球創新
00988A2026-09-04資料日期44持股檔數9台股檔數95.2%權重合計2026-09-03比較基準日
持股明細
與 2026-09-03 相比:新增 0 檔、加碼 2 檔、減碼 1 檔、剔除 4 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 | 6.35% | +0.15pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 4.97% | +0.11pp | 2,600,000 | – | – | 不變 |
| 3 | 2383 | 台光電 | 4.49% | -0.07pp | 420,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.42% | +0.06pp | 70,000 | – | – | 不變 |
| 5 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.71% | +0.07pp | 130,000 | – | – | 不變 |
| 6 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.65% | -0.10pp | 1,350,000 | – | – | 不變 |
| 7 | MU US | MICRON TECHNOLOGY INC | 3.58% | +0.16pp | 60,000 | – | – | 不變 |
| 8 | BE US | BLOOM ENERGY CORP- A | 3.39% | +0.13pp | 250,000 | – | – | 不變 |
| 9 | PANW US | PALO ALTO NETWORKS INC | 3.07% | -0.24pp | 150,000 | – | – | 不變 |
| 10 | STX US | SEAGATE TECHNOLOGY | 3.03% | +0.04pp | 60,000 | – | – | 不變 |
| 11 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.80% | +0.17pp | 216,825 | – | – | 不變 |
| 12 | CRCL US | CIRCLE INTERNET GROUP INC | 2.65% | +0.03pp | 480,000 | – | – | 不變 |
| 13 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.63% | +0.03pp | 300,000 | – | – | 不變 |
| 14 | 2330 | 台積電 | 2.57% | -0.01pp | 550,000 | – | – | 不變 |
| 15 | MSFT US | MICROSOFT CORP(微軟公司) | 2.54% | +0.52pp | 82,000 | +16,000 | +24.2% | 加碼 |
| 16 | 6223 | 旺矽 | 2.51% | -0.01pp | 242,000 | – | – | 不變 |
| 17 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.48% | -0.06pp | 130,000 | – | – | 不變 |
| 18 | 2308 | 台達電 | 2.44% | -0.15pp | 720,000 | – | – | 不變 |
| 19 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.38% | -0.09pp | 225,000 | – | – | 不變 |
| 20 | 3017 | 奇鋐 | 2.37% | -0.03pp | 365,000 | – | – | 不變 |
| 21 | 285A JP | KIOXIA HOLDINGS CORP | 2.19% | +0.05pp | 110,000 | – | – | 不變 |
| 22 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 2.12% | -0.72pp | 205,647 | -19,353 | -8.6% | 減碼 |
| 23 | NOW US | SERVICENOW INC | 1.96% | -0.04pp | 230,000 | – | – | 不變 |
| 24 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.75% | +0.02pp | 1,749,879 | – | – | 不變 |
| 25 | IFX GY | INFINEON TECHNOLOGIES AG | 1.71% | +0.04pp | 425,000 | – | – | 不變 |
| 26 | 2454 | 聯發科 | 1.68% | +0.02pp | 200,000 | – | – | 不變 |
| 27 | COHR US | COHERENT INC | 1.59% | +0.01pp | 95,000 | – | – | 不變 |
| 28 | 4979 | 華星光 | 1.51% | +0.08pp | 1,235,000 | – | – | 不變 |
| 29 | 6997 JP | NIPPON CHEMI-CON CORP | 1.37% | -0.06pp | 1,275,100 | – | – | 不變 |
| 30 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 1.35% | -0.02pp | 170,000 | – | – | 不變 |
| 31 | HOOD US | ROBINHOOD MARKETS INC - A | 1.33% | +0.57pp | 200,000 | +80,000 | +66.7% | 加碼 |
| 32 | SNDK US | SANDISK CORP | 1.26% | +0.04pp | 13,000 | – | – | 不變 |
| 33 | NET US | CLOUDFLARE INC - CLASS A | 1.19% | -0.03pp | 70,000 | – | – | 不變 |
| 34 | TER US | TERADYNE INC | 1.17% | +0.04pp | 55,000 | – | – | 不變 |
| 35 | 000660 KS | SK HYNIX INC | 1.09% | -0.01pp | 15,000 | – | – | 不變 |
| 36 | 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 1.05% | +0.02pp | 291,988 | – | – | 不變 |
| 37 | TWLO US | TWILIO INC - A | 0.78% | +0.01pp | 55,000 | – | – | 不變 |
| 38 | AEM US | AGNICO EAGLE MINES LTD | 0.74% | +0.03pp | 60,000 | – | – | 不變 |
| 39 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.73% | -0.01pp | 500,000 | – | – | 不變 |
| 40 | DASH US | DOORDASH INC - A | 0.71% | +0.02pp | 50,000 | – | – | 不變 |
| 41 | AIXA GY | AIXTRON SE | 0.52% | +0.02pp | 200,000 | – | – | 不變 |
| 42 | NTRA US | NATERA INC | 0.51% | +0.02pp | 25,000 | – | – | 不變 |
| 43 | 4180 JP | APPIER GROUP INC | 0.49% | -0.02pp | 950,000 | – | – | 不變 |
| 44 | 6274 | 台燿 | 0.36% | – | 130,000 | – | – | 不變 |
當日剔除 4 檔
2026-09-03 還在持股名單,2026-09-04 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| MPWR US | MONOLITHIC POWER SYSTEMS INC | 18,000 | 1.35% |
| FORM US | FORMFACTOR INC | 150,454 | 0.88% |
| 6871 JP | MICRONICS JAPAN CO LTD | 185,000 | 0.87% |
| 095340 KS | ISC CO LTD | 11,006 | 0.08% |