主動統一全球創新
00988A2026-09-07資料日期45持股檔數9台股檔數93.0%權重合計2026-09-04比較基準日
持股明細
與 2026-09-04 相比:新增 3 檔、加碼 1 檔、減碼 4 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 | 6.15% | -0.20pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 4.68% | -0.29pp | 2,600,000 | – | – | 不變 |
| 3 | 2383 | 台光電 | 4.33% | -0.16pp | 420,000 | – | – | 不變 |
| 4 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.28% | -0.14pp | 70,000 | – | – | 不變 |
| 5 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.68% | +0.03pp | 1,350,000 | – | – | 不變 |
| 6 | BE US | BLOOM ENERGY CORP- A | 3.65% | +0.26pp | 250,000 | – | – | 不變 |
| 7 | MU US | MICRON TECHNOLOGY INC | 3.57% | -0.01pp | 60,000 | – | – | 不變 |
| 8 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 3.11% | -0.60pp | 110,000 | -20,000 | -15.4% | 減碼 |
| 9 | PANW US | PALO ALTO NETWORKS INC | 3.09% | +0.02pp | 150,000 | – | – | 不變 |
| 10 | CRCL US | CIRCLE INTERNET GROUP INC | 3.07% | +0.42pp | 480,000 | – | – | 不變 |
| 11 | STX US | SEAGATE TECHNOLOGY | 2.97% | -0.06pp | 60,000 | – | – | 不變 |
| 12 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.87% | +0.39pp | 130,000 | – | – | 不變 |
| 13 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.79% | +0.16pp | 300,000 | – | – | 不變 |
| 14 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.77% | -0.03pp | 216,825 | – | – | 不變 |
| 15 | MSFT US | MICROSOFT CORP(微軟公司) | 2.59% | +0.05pp | 82,000 | – | – | 不變 |
| 16 | 2330 | 台積電 | 2.56% | -0.01pp | 550,000 | – | – | 不變 |
| 17 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.55% | +0.17pp | 225,000 | – | – | 不變 |
| 18 | 2308 | 台達電 | 2.47% | +0.03pp | 720,000 | – | – | 不變 |
| 19 | 3017 | 奇鋐 | 2.35% | -0.02pp | 365,000 | – | – | 不變 |
| 20 | 285A JP | KIOXIA HOLDINGS CORP | 2.25% | +0.06pp | 110,000 | – | – | 不變 |
| 21 | NVDA US | NVIDIA CORP(輝達公司) | 2.13% | +2.13pp | 150,000 | +150,000 | – | 新增 |
| 22 | NOW US | SERVICENOW INC | 2.08% | +0.12pp | 230,000 | – | – | 不變 |
| 23 | IFX GY | INFINEON TECHNOLOGIES AG | 1.70% | -0.01pp | 425,000 | – | – | 不變 |
| 24 | 2454 | 聯發科 | 1.69% | +0.01pp | 200,000 | – | – | 不變 |
| 25 | HOOD US | ROBINHOOD MARKETS INC - A | 1.55% | +0.22pp | 200,120 | +120 | +0.1% | 加碼 |
| 26 | 4979 | 華星光 | 1.38% | -0.13pp | 1,235,000 | – | – | 不變 |
| 27 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 1.34% | -0.01pp | 170,000 | – | – | 不變 |
| 28 | 6997 JP | NIPPON CHEMI-CON CORP | 1.33% | -0.04pp | 1,275,100 | – | – | 不變 |
| 29 | SNDK US | SANDISK CORP | 1.25% | -0.01pp | 13,000 | – | – | 不變 |
| 30 | NET US | CLOUDFLARE INC - CLASS A | 1.24% | +0.05pp | 70,000 | – | – | 不變 |
| 31 | TER US | TERADYNE INC | 1.15% | -0.02pp | 55,000 | – | – | 不變 |
| 32 | 000660 KS | SK HYNIX INC | 1.08% | -0.01pp | 15,000 | – | – | 不變 |
| 33 | 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1.02% | -0.73pp | 1,000,000 | -749,879 | -42.9% | 減碼 |
| 34 | CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 1.02% | -1.10pp | 100,000 | -105,647 | -51.4% | 減碼 |
| 35 | 6515 | 穎崴 | 0.85% | +0.85pp | 62,000 | +62,000 | – | 新增 |
| 36 | COHR US | COHERENT INC | 0.82% | -0.77pp | 50,000 | -45,000 | -47.4% | 減碼 |
| 37 | TWLO US | TWILIO INC - A | 0.82% | +0.04pp | 55,000 | – | – | 不變 |
| 38 | AEM US | AGNICO EAGLE MINES LTD | 0.77% | +0.03pp | 60,000 | – | – | 不變 |
| 39 | 992 HK | LENOVO GROUP LTD | 0.72% | +0.72pp | 3,000,000 | +3,000,000 | – | 新增 |
| 40 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.71% | -0.02pp | 500,000 | – | – | 不變 |
| 41 | DASH US | DOORDASH INC - A | 0.69% | -0.02pp | 50,000 | – | – | 不變 |
| 42 | 4180 JP | APPIER GROUP INC | 0.53% | +0.04pp | 950,000 | – | – | 不變 |
| 43 | AIXA GY | AIXTRON SE | 0.51% | -0.01pp | 200,000 | – | – | 不變 |
| 44 | NTRA US | NATERA INC | 0.51% | – | 25,000 | – | – | 不變 |
| 45 | 6274 | 台燿 | 0.34% | -0.02pp | 130,000 | – | – | 不變 |
當日剔除 2 檔
2026-09-04 還在持股名單,2026-09-07 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| 6223 | 旺矽 | 242,000 | 2.51% |
| 301377 CH | GUANGDONG DTECH TECHNOLOGY-A | 291,988 | 1.05% |