主動元大AI新經濟
00990A2026-09-10資料日期48持股檔數15台股檔數96.6%權重合計2026-09-09比較基準日
持股明細
與 2026-09-09 相比:新增 3 檔、加碼 5 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 | 7.18% | -0.25pp | 87,599 | – | – | 不變 |
| 2 | MU US | MICRON TECHNOLOGY INC | 4.02% | +0.38pp | 46,965 | +5,640 | +13.7% | 加碼 |
| 3 | NVDA US | NVIDIA CORP | 3.77% | -1.01pp | 197,000 | -52,100 | -20.9% | 減碼 |
| 4 | SMTC US | SEMTECH CORP | 3.38% | -0.03pp | 242,500 | – | – | 不變 |
| 5 | META US | META PLATFORMS INC-CLASS A | 3.31% | +0.52pp | 58,680 | +8,880 | +17.8% | 加碼 |
| 6 | BE US | BLOOM ENERGY CORP- A | 3.28% | -0.06pp | 144,800 | – | – | 不變 |
| 7 | 2454 | 聯發科 | 3.19% | +0.13pp | 243,000 | – | – | 不變 |
| 8 | SNOW US | SNOWFLAKE INC | 3.17% | +0.05pp | 109,800 | – | – | 不變 |
| 9 | 2383 | 台光電 | 3.16% | +0.06pp | 212,000 | – | – | 不變 |
| 10 | AMD US | ADVANCED MICRO DEVICES | 3.11% | -0.04pp | 70,579 | – | – | 不變 |
| 11 | MSFT US | MICROSOFT CORP | 3.07% | +0.07pp | 71,120 | – | – | 不變 |
| 12 | 2330 | 台積電 | 2.76% | +0.03pp | 406,000 | – | – | 不變 |
| 13 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.72% | – | 187,342 | – | – | 不變 |
| 14 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.54% | +0.07pp | 195,500 | – | – | 不變 |
| 15 | MRVL US | MARVELL TECHNOLOGY INC | 2.53% | +0.46pp | 127,400 | +24,700 | +24.1% | 加碼 |
| 16 | INTC US | INTEL CORP | 2.52% | -0.10pp | 287,200 | – | – | 不變 |
| 17 | SNDK US | SANDISK CORP | 2.39% | -0.05pp | 16,143 | – | – | 不變 |
| 18 | HOOD US | ROBINHOOD MARKETS INC - A | 2.34% | +0.01pp | 235,555 | – | – | 不變 |
| 19 | 285A JP | KIOXIA HOLDINGS CORP | 2.29% | +0.09pp | 68,900 | – | – | 不變 |
| 20 | 2308 | 台達電 | 2.05% | -0.11pp | 441,000 | – | – | 不變 |
| 21 | 6981 JP | MURATA MANUFACTURING CO LTD | 2.05% | +0.15pp | 477,100 | – | – | 不變 |
| 22 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.03% | -0.03pp | 111,100 | – | – | 不變 |
| 23 | 3037 | 欣興 | 1.98% | +0.04pp | 716,000 | – | – | 不變 |
| 24 | 000660 KP | SK HYNIX INC | 1.97% | +0.98pp | 16,304 | +8,003 | +96.4% | 加碼 |
| 25 | 009150 KP | SAMSUNG ELECTRO-MECHANICS CO | 1.71% | +0.02pp | 18,688 | – | – | 不變 |
| 26 | 6857 JP | ADVANTEST CORP | 1.71% | +0.09pp | 88,100 | – | – | 不變 |
| 27 | DELL US | DELL TECHNOLOGIES -C | 1.61% | -0.06pp | 36,300 | – | – | 不變 |
| 28 | 4062 JP | IBIDEN CO LTD | 1.55% | -0.02pp | 130,900 | – | – | 不變 |
| 29 | 3017 | 奇鋐 | 1.52% | +0.06pp | 158,000 | – | – | 不變 |
| 30 | PANW US | PALO ALTO NETWORKS INC | 1.42% | -0.46pp | 47,955 | -17,400 | -26.6% | 減碼 |
| 31 | 6223 | 旺矽 | 1.40% | +0.02pp | 90,000 | – | – | 不變 |
| 32 | KGC US | KINROSS GOLD CORP | 1.37% | -0.03pp | 539,200 | – | – | 不變 |
| 33 | 2449 | 京元電子 | 1.26% | +0.04pp | 1,665,000 | – | – | 不變 |
| 34 | NTRA US | NATERA INC | 1.25% | +0.01pp | 43,700 | – | – | 不變 |
| 35 | AMZN US | AMAZON.COM INC | 1.06% | -1.28pp | 48,000 | -60,000 | -55.6% | 減碼 |
| 36 | WDC US | WESTERN DIGITAL CORP | 0.96% | -0.03pp | 23,862 | – | – | 不變 |
| 37 | 2345 | 智邦 | 0.94% | – | 172,000 | – | – | 不變 |
| 38 | 6274 | 台燿 | 0.91% | +0.05pp | 236,000 | – | – | 不變 |
| 39 | 8046 | 南電 | 0.90% | -0.01pp | 302,000 | – | – | 不變 |
| 40 | 3529 | 力旺 | 0.80% | +0.25pp | 106,000 | +33,000 | +45.2% | 加碼 |
| 41 | 2360 | 致茂 | 0.79% | -0.04pp | 130,000 | – | – | 不變 |
| 42 | FSLY US | FASTLY INC - CLASS A | 0.76% | +0.76pp | 384,100 | +384,100 | – | 新增 |
| 43 | NET US | CLOUDFLARE INC - CLASS A | 0.76% | +0.76pp | 27,700 | +27,700 | – | 新增 |
| 44 | 7769 | 鴻勁 | 0.74% | -0.01pp | 41,000 | – | – | 不變 |
| 45 | GOOGL US | ALPHABET INC-CL A | 0.74% | -0.98pp | 25,400 | -35,240 | -58.1% | 減碼 |
| 46 | TWST US | TWIST BIOSCIENCE CORP | 0.62% | +0.02pp | 55,700 | – | – | 不變 |
| 47 | 3665 | 貿聯-KY | 0.50% | -0.01pp | 94,000 | – | – | 不變 |
| 48 | NOK US | NOKIA CORP-SPON ADR | 0.50% | +0.50pp | 540,500 | +540,500 | – | 新增 |