主動元大AI新經濟
00990A2026-09-08資料日期49持股檔數15台股檔數94.6%權重合計2026-09-04比較基準日
持股明細
與 2026-09-04 相比:新增 4 檔、加碼 6 檔、減碼 9 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 | 6.47% | +0.70pp | 76,919 | +1,567 | +2.1% | 加碼 |
| 2 | NVDA US | NVIDIA CORP | 4.83% | -0.16pp | 249,100 | – | – | 不變 |
| 3 | MU US | MICRON TECHNOLOGY INC | 3.55% | +0.90pp | 41,325 | +11,320 | +37.7% | 加碼 |
| 4 | BE US | BLOOM ENERGY CORP- A | 3.45% | +0.27pp | 144,800 | – | – | 不變 |
| 5 | SNOW US | SNOWFLAKE INC | 3.16% | -0.06pp | 109,800 | – | – | 不變 |
| 6 | 2454 | 聯發科 | 3.12% | +0.90pp | 243,000 | +60,000 | +32.8% | 加碼 |
| 7 | 2383 | 台光電 | 3.09% | -0.07pp | 212,000 | – | – | 不變 |
| 8 | MSFT US | MICROSOFT CORP | 3.02% | -0.07pp | 71,120 | – | – | 不變 |
| 9 | SMTC US | SEMTECH CORP | 2.89% | +0.23pp | 206,700 | – | – | 不變 |
| 10 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.74% | -0.10pp | 187,342 | – | – | 不變 |
| 11 | 2330 | 台積電 | 2.73% | +0.04pp | 406,000 | – | – | 不變 |
| 12 | META US | META PLATFORMS INC-CLASS A | 2.62% | -0.55pp | 49,800 | -9,320 | -15.8% | 減碼 |
| 13 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.58% | +0.36pp | 195,500 | +23,300 | +13.5% | 加碼 |
| 14 | SNDK US | SANDISK CORP | 2.41% | +0.97pp | 16,143 | +6,600 | +69.2% | 加碼 |
| 15 | AMZN US | AMAZON.COM INC | 2.38% | -0.55pp | 108,000 | -22,300 | -17.1% | 減碼 |
| 16 | 285A JP | KIOXIA HOLDINGS CORP | 2.21% | +0.12pp | 68,900 | – | – | 不變 |
| 17 | INTC US | INTEL CORP | 2.18% | +0.66pp | 242,600 | +60,100 | +32.9% | 加碼 |
| 18 | 2308 | 台達電 | 2.17% | -0.04pp | 441,000 | – | – | 不變 |
| 19 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.10% | -0.05pp | 111,100 | – | – | 不變 |
| 20 | AMD US | ADVANCED MICRO DEVICES | 2.07% | +0.09pp | 47,579 | – | – | 不變 |
| 21 | MRVL US | MARVELL TECHNOLOGY INC | 1.99% | -0.01pp | 102,700 | – | – | 不變 |
| 22 | PANW US | PALO ALTO NETWORKS INC | 1.89% | – | 65,355 | – | – | 不變 |
| 23 | 6981 JP | MURATA MANUFACTURING CO LTD | 1.87% | -0.83pp | 477,100 | -197,200 | -29.3% | 減碼 |
| 24 | HOOD US | ROBINHOOD MARKETS INC - A | 1.87% | -0.10pp | 185,955 | – | – | 不變 |
| 25 | 3037 | 欣興 | 1.86% | +0.09pp | 716,000 | – | – | 不變 |
| 26 | GOOGL US | ALPHABET INC-CL A | 1.76% | -0.53pp | 60,640 | -17,000 | -21.9% | 減碼 |
| 27 | 6857 JP | ADVANTEST CORP | 1.66% | +0.04pp | 88,100 | – | – | 不變 |
| 28 | DELL US | DELL TECHNOLOGIES -C | 1.66% | +0.01pp | 36,300 | – | – | 不變 |
| 29 | 009150 KP | SAMSUNG ELECTRO-MECHANICS CO | 1.64% | -0.04pp | 18,688 | – | – | 不變 |
| 30 | 6223 | 旺矽 | 1.42% | +0.14pp | 90,000 | – | – | 不變 |
| 31 | 3017 | 奇鋐 | 1.41% | -0.14pp | 158,000 | – | – | 不變 |
| 32 | KGC US | KINROSS GOLD CORP | 1.40% | -0.05pp | 539,200 | – | – | 不變 |
| 33 | TEAM US | ATLASSIAN CORP-CL A | 1.25% | -1.11pp | 82,500 | -60,800 | -42.4% | 減碼 |
| 34 | 2449 | 京元電子 | 1.22% | +0.02pp | 1,665,000 | – | – | 不變 |
| 35 | NTRA US | NATERA INC | 1.22% | -0.53pp | 43,700 | -17,500 | -28.6% | 減碼 |
| 36 | NOW US | SERVICENOW INC | 1.14% | -1.58pp | 99,000 | -122,400 | -55.3% | 減碼 |
| 37 | 4062 JP | IBIDEN CO LTD | 1.04% | +0.02pp | 89,700 | – | – | 不變 |
| 38 | WDC US | WESTERN DIGITAL CORP | 0.98% | +0.01pp | 23,862 | – | – | 不變 |
| 39 | 000660 KP | SK HYNIX INC | 0.95% | +0.95pp | 8,301 | +8,301 | – | 新增 |
| 40 | 2345 | 智邦 | 0.92% | -0.07pp | 172,000 | – | – | 不變 |
| 41 | SPOT US | SPOTIFY TECHNOLOGY SA | 0.89% | -0.54pp | 19,600 | -10,640 | -35.2% | 減碼 |
| 42 | 6274 | 台燿 | 0.87% | -0.54pp | 236,000 | -140,000 | -37.2% | 減碼 |
| 43 | 8046 | 南電 | 0.84% | -0.04pp | 302,000 | – | – | 不變 |
| 44 | 7769 | 鴻勁 | 0.78% | +0.78pp | 41,000 | +41,000 | – | 新增 |
| 45 | TWST US | TWIST BIOSCIENCE CORP | 0.61% | +0.01pp | 55,700 | – | – | 不變 |
| 46 | 2360 | 致茂 | 0.52% | +0.52pp | 85,000 | +85,000 | – | 新增 |
| 47 | 3665 | 貿聯-KY | 0.50% | -0.05pp | 94,000 | – | – | 不變 |
| 48 | ALNY US | ALNYLAM PHARMACEUTICALS INC | 0.47% | -0.02pp | 21,080 | – | – | 不變 |
| 49 | 3529 | 力旺 | 0.17% | +0.17pp | 22,000 | +22,000 | – | 新增 |
當日剔除 2 檔
2026-09-04 還在持股名單,2026-09-08 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| 3711 | 日月光投控 | 641,000 | 1.04% |
| RVMD US | REVOLUTION MEDICINES INC | 27,600 | 0.50% |