主動統一全球創新
00988A2026-09-08資料日期42持股檔數9台股檔數93.2%權重合計2026-09-07比較基準日
持股明細
與 2026-09-07 相比:新增 0 檔、加碼 8 檔、減碼 2 檔、剔除 3 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 | 6.25% | +0.10pp | 117,000 | – | – | 不變 |
| 2 | 3037 | 欣興 | 4.49% | -0.19pp | 2,600,000 | – | – | 不變 |
| 3 | 009150 KS | Samsung Electro-Mechanics co(009150 ks) | 4.41% | +0.13pp | 70,000 | – | – | 不變 |
| 4 | 2383 | 台光電 | 4.35% | +0.02pp | 420,000 | – | – | 不變 |
| 5 | BE US | BLOOM ENERGY CORP- A | 3.83% | +0.18pp | 250,000 | – | – | 不變 |
| 6 | 6981 JP | MURATA MANUFACTURING CO LTD | 3.76% | +0.08pp | 1,350,000 | – | – | 不變 |
| 7 | MU US | MICRON TECHNOLOGY INC | 3.70% | +0.13pp | 60,000 | – | – | 不變 |
| 8 | SPCX US | SPACE EXPLORATION TECHN-CL A | 3.59% | +0.80pp | 400,000 | +100,000 | +33.3% | 加碼 |
| 9 | STX US | SEAGATE TECHNOLOGY | 3.09% | +0.12pp | 60,000 | – | – | 不變 |
| 10 | PANW US | PALO ALTO NETWORKS INC | 3.03% | -0.06pp | 150,000 | – | – | 不變 |
| 11 | 3017 | 奇鋐 | 3.01% | +0.66pp | 440,000 | +75,000 | +20.5% | 加碼 |
| 12 | CRCL US | CIRCLE INTERNET GROUP INC | 2.97% | -0.10pp | 480,000 | – | – | 不變 |
| 13 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.92% | +0.15pp | 216,825 | – | – | 不變 |
| 14 | MSFT US | MICROSOFT CORP(微軟公司) | 2.79% | +0.20pp | 92,000 | +10,000 | +12.2% | 加碼 |
| 15 | SNOW US | SNOWFLAKE INC-CLASS A(Snowflake公司) | 2.66% | -0.21pp | 130,000 | – | – | 不變 |
| 16 | 2308 | 台達電 | 2.52% | +0.05pp | 720,000 | – | – | 不變 |
| 17 | NVDA US | NVIDIA CORP(輝達公司) | 2.44% | +0.31pp | 175,000 | +25,000 | +16.7% | 加碼 |
| 18 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.38% | -0.17pp | 225,000 | – | – | 不變 |
| 19 | 285A JP | KIOXIA HOLDINGS CORP | 2.32% | +0.07pp | 110,000 | – | – | 不變 |
| 20 | HOOD US | ROBINHOOD MARKETS INC - A | 2.22% | +0.67pp | 300,120 | +100,000 | +50.0% | 加碼 |
| 21 | AMD US | ADVANCED MICRO DEVICES.amd us(超微半導體公司) | 2.17% | -0.94pp | 75,000 | -35,000 | -31.8% | 減碼 |
| 22 | 2330 | 台積電 | 2.08% | -0.48pp | 450,000 | -100,000 | -18.2% | 減碼 |
| 23 | NOW US | SERVICENOW INC | 1.97% | -0.11pp | 230,000 | – | – | 不變 |
| 24 | IFX GY | INFINEON TECHNOLOGIES AG | 1.70% | – | 425,000 | – | – | 不變 |
| 25 | 2454 | 聯發科 | 1.69% | – | 200,000 | – | – | 不變 |
| 26 | 4979 | 華星光 | 1.60% | +0.22pp | 1,330,000 | +95,000 | +7.7% | 加碼 |
| 27 | 992 HK | LENOVO GROUP LTD | 1.50% | +0.78pp | 6,000,000 | +3,000,000 | +100.0% | 加碼 |
| 28 | SNDK US | SANDISK CORP | 1.37% | +0.12pp | 13,000 | – | – | 不變 |
| 29 | 6997 JP | NIPPON CHEMI-CON CORP | 1.36% | +0.03pp | 1,275,100 | – | – | 不變 |
| 30 | 6515 | 穎崴 | 1.35% | +0.50pp | 100,000 | +38,000 | +61.3% | 加碼 |
| 31 | 3308 HK | ZHONGJI INNOLIGHT CO LTD-H | 1.32% | -0.02pp | 170,000 | – | – | 不變 |
| 32 | TER US | TERADYNE INC | 1.19% | +0.04pp | 55,000 | – | – | 不變 |
| 33 | NET US | CLOUDFLARE INC - CLASS A | 1.18% | -0.06pp | 70,000 | – | – | 不變 |
| 34 | 000660 KS | SK HYNIX INC | 1.12% | +0.04pp | 15,000 | – | – | 不變 |
| 35 | TWLO US | TWILIO INC - A | 0.78% | -0.04pp | 55,000 | – | – | 不變 |
| 36 | 5801 JP | FURUKAWA ELECTRIC CO LTD | 0.75% | +0.04pp | 500,000 | – | – | 不變 |
| 37 | AEM US | AGNICO EAGLE MINES LTD | 0.74% | -0.03pp | 60,000 | – | – | 不變 |
| 38 | DASH US | DOORDASH INC - A | 0.64% | -0.05pp | 50,000 | – | – | 不變 |
| 39 | 4180 JP | APPIER GROUP INC | 0.56% | +0.03pp | 950,000 | – | – | 不變 |
| 40 | AIXA GY | AIXTRON SE | 0.51% | – | 200,000 | – | – | 不變 |
| 41 | NTRA US | NATERA INC | 0.50% | -0.01pp | 25,000 | – | – | 不變 |
| 42 | 6274 | 台燿 | 0.34% | – | 130,000 | – | – | 不變 |
當日剔除 3 檔
2026-09-07 還在持股名單,2026-09-08 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| 300408 CH | CHAOZHOU THREE-CIRCLE GROU-A | 1,000,000 | 1.02% |
| CRDO US | CREDO TECHNOLOGY GROUP HOLDI | 100,000 | 1.02% |
| COHR US | COHERENT INC | 50,000 | 0.82% |