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00990A2026-09-09資料日期45持股檔數15台股檔數95.6%權重合計2026-09-08比較基準日
持股明細
與 2026-09-08 相比:新增 0 檔、加碼 8 檔、減碼 0 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 | 7.43% | +0.96pp | 87,599 | +10,680 | +13.9% | 加碼 |
| 2 | NVDA US | NVIDIA CORP | 4.78% | -0.05pp | 249,100 | – | – | 不變 |
| 3 | MU US | MICRON TECHNOLOGY INC | 3.64% | +0.09pp | 41,325 | – | – | 不變 |
| 4 | SMTC US | SEMTECH CORP | 3.41% | +0.52pp | 242,500 | +35,800 | +17.3% | 加碼 |
| 5 | BE US | BLOOM ENERGY CORP- A | 3.34% | -0.11pp | 144,800 | – | – | 不變 |
| 6 | AMD US | ADVANCED MICRO DEVICES | 3.15% | +1.08pp | 70,579 | +23,000 | +48.3% | 加碼 |
| 7 | SNOW US | SNOWFLAKE INC | 3.12% | -0.04pp | 109,800 | – | – | 不變 |
| 8 | 2383 | 台光電 | 3.10% | +0.01pp | 212,000 | – | – | 不變 |
| 9 | 2454 | 聯發科 | 3.06% | -0.06pp | 243,000 | – | – | 不變 |
| 10 | MSFT US | MICROSOFT CORP | 3.00% | -0.02pp | 71,120 | – | – | 不變 |
| 11 | META US | META PLATFORMS INC-CLASS A | 2.79% | +0.17pp | 49,800 | – | – | 不變 |
| 12 | 2330 | 台積電 | 2.73% | – | 406,000 | – | – | 不變 |
| 13 | PLTR US | PALANTIR TECHNOLOGIES INC-A | 2.72% | -0.02pp | 187,342 | – | – | 不變 |
| 14 | INTC US | INTEL CORP | 2.62% | +0.44pp | 287,200 | +44,600 | +18.4% | 加碼 |
| 15 | SPCX US | SPACE EXPLORATION TECHN-CL A | 2.47% | -0.11pp | 195,500 | – | – | 不變 |
| 16 | SNDK US | SANDISK CORP | 2.44% | +0.03pp | 16,143 | – | – | 不變 |
| 17 | AMZN US | AMAZON.COM INC | 2.34% | -0.04pp | 108,000 | – | – | 不變 |
| 18 | HOOD US | ROBINHOOD MARKETS INC - A | 2.33% | +0.46pp | 235,555 | +49,600 | +26.7% | 加碼 |
| 19 | 285A JP | KIOXIA HOLDINGS CORP | 2.20% | -0.01pp | 68,900 | – | – | 不變 |
| 20 | 2308 | 台達電 | 2.16% | -0.01pp | 441,000 | – | – | 不變 |
| 21 | MRVL US | MARVELL TECHNOLOGY INC | 2.07% | +0.08pp | 102,700 | – | – | 不變 |
| 22 | TSEM US | TOWER SEMICONDUCTOR LTD | 2.06% | -0.04pp | 111,100 | – | – | 不變 |
| 23 | 3037 | 欣興 | 1.94% | +0.08pp | 716,000 | – | – | 不變 |
| 24 | 6981 JP | MURATA MANUFACTURING CO LTD | 1.90% | +0.03pp | 477,100 | – | – | 不變 |
| 25 | PANW US | PALO ALTO NETWORKS INC | 1.88% | -0.01pp | 65,355 | – | – | 不變 |
| 26 | GOOGL US | ALPHABET INC-CL A | 1.72% | -0.04pp | 60,640 | – | – | 不變 |
| 27 | 009150 KP | SAMSUNG ELECTRO-MECHANICS CO | 1.69% | +0.05pp | 18,688 | – | – | 不變 |
| 28 | DELL US | DELL TECHNOLOGIES -C | 1.67% | +0.01pp | 36,300 | – | – | 不變 |
| 29 | 6857 JP | ADVANTEST CORP | 1.62% | -0.04pp | 88,100 | – | – | 不變 |
| 30 | 4062 JP | IBIDEN CO LTD | 1.57% | +0.53pp | 130,900 | +41,200 | +45.9% | 加碼 |
| 31 | 3017 | 奇鋐 | 1.46% | +0.05pp | 158,000 | – | – | 不變 |
| 32 | KGC US | KINROSS GOLD CORP | 1.40% | – | 539,200 | – | – | 不變 |
| 33 | 6223 | 旺矽 | 1.38% | -0.04pp | 90,000 | – | – | 不變 |
| 34 | NTRA US | NATERA INC | 1.24% | +0.02pp | 43,700 | – | – | 不變 |
| 35 | 2449 | 京元電子 | 1.22% | – | 1,665,000 | – | – | 不變 |
| 36 | 000660 KP | SK HYNIX INC | 0.99% | +0.04pp | 8,301 | – | – | 不變 |
| 37 | WDC US | WESTERN DIGITAL CORP | 0.99% | +0.01pp | 23,862 | – | – | 不變 |
| 38 | 2345 | 智邦 | 0.94% | +0.02pp | 172,000 | – | – | 不變 |
| 39 | 8046 | 南電 | 0.91% | +0.07pp | 302,000 | – | – | 不變 |
| 40 | 6274 | 台燿 | 0.86% | -0.01pp | 236,000 | – | – | 不變 |
| 41 | 2360 | 致茂 | 0.83% | +0.31pp | 130,000 | +45,000 | +52.9% | 加碼 |
| 42 | 7769 | 鴻勁 | 0.75% | -0.03pp | 41,000 | – | – | 不變 |
| 43 | TWST US | TWIST BIOSCIENCE CORP | 0.60% | -0.01pp | 55,700 | – | – | 不變 |
| 44 | 3529 | 力旺 | 0.55% | +0.38pp | 73,000 | +51,000 | +231.8% | 加碼 |
| 45 | 3665 | 貿聯-KY | 0.51% | +0.01pp | 94,000 | – | – | 不變 |
當日剔除 4 檔
2026-09-08 還在持股名單,2026-09-09 已不在。
| 代號 | 名稱 | 原股數 | 原權重 |
|---|---|---|---|
| TEAM US | ATLASSIAN CORP-CL A | 82,500 | 1.25% |
| NOW US | SERVICENOW INC | 99,000 | 1.14% |
| SPOT US | SPOTIFY TECHNOLOGY SA | 19,600 | 0.89% |
| ALNY US | ALNYLAM PHARMACEUTICALS INC | 21,080 | 0.47% |