主動式ETF 持股變動表
以基金為單位,基金依規模由大到小排。日變動是每檔 ETF 跟它自己前一個有資料的交易日相比; 月變動是拿每個月最後一個有資料日,跟上個月的最後一日相比。 各家投信公布時點不同,資料日期可能相差一天,不要把不同 ETF 的同一天互相加總。
2026/09比較月份1檔ETF有變動15新增29加碼9減碼13剔除
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#1主動聯博動能5000404A聯博 · 規模 38 億
2026-09-11 與 2026-08-31 相比: 新增 15 · 加碼 29 · 減碼 9 · 剔除 13。
| 標的 | 代號 | 動作 | 股數 | 前期股數 | 股數增減 | 增減幅 | 權重 | 前期權重 | 權重增減 |
|---|---|---|---|---|---|---|---|---|---|
| 台股期貨09/26 | – | 減碼 | 34 | 61 | -27 | -44.3% | 7.71% | 16.90% | -9.19pp |
| 台股期貨10/26 | – | 新增 | 31 | – | +31 | – | 7.05% | – | +7.05pp |
| 第一金融控股 | 2892 | 新增 | 2,040,000 | – | +2,040,000 | – | 1.95% | – | +1.95pp |
| 超豐電子股份有限公司 | 2441 | 剔除 | – | 527,000 | -527,000 | -100.0% | – | 1.83% | -1.83pp |
| 興富發建設 | 2542 | 新增 | 1,594,000 | – | +1,594,000 | – | 1.82% | – | +1.82pp |
| 亞翔工程 | 6139 | 剔除 | – | 78,000 | -78,000 | -100.0% | – | 1.77% | -1.77pp |
| 遠東國際商業銀行股份有限公司 | 2845 | 減碼 | 52,173 | 4,366,000 | -4,313,827 | -98.8% | 0.02% | 1.78% | -1.76pp |
| 義隆電子 | 2458 | 剔除 | – | 407,000 | -407,000 | -100.0% | – | 1.66% | -1.66pp |
| 大聯大控股股份有限公司 | 3702 | 剔除 | – | 532,000 | -532,000 | -100.0% | – | 1.60% | -1.60pp |
| 矽格股份有限公司 | 6257 | 加碼 | 350,000 | 37,000 | +313,000 | +846.0% | 1.82% | 0.23% | +1.58pp |
| 凌航科技股份有限公司 | 3135 | 減碼 | 13,733 | 288,000 | -274,267 | -95.2% | 0.05% | 1.58% | -1.53pp |
| 光寶科技 | 2301 | 減碼 | 31,000 | 184,000 | -153,000 | -83.2% | 0.21% | 1.69% | -1.48pp |
| 鴻勁精密股份有限公司 | 7769 | 新增 | 8,000 | – | +8,000 | – | 1.24% | – | +1.24pp |
| 興勤電子工業 | 2428 | 剔除 | – | 156,000 | -156,000 | -100.0% | – | 1.18% | -1.18pp |
| 群聯電子 | 8299 | 新增 | 24,000 | – | +24,000 | – | 1.17% | – | +1.17pp |
| 凱基金融控股股份有限公司 | 2883 | 新增 | 1,229,000 | – | +1,229,000 | – | 1.14% | – | +1.14pp |
| 大成不?鋼工業 | 2027 | 加碼 | 1,370,000 | 307,000 | +1,063,000 | +346.3% | 1.56% | 0.45% | +1.11pp |
| 偉詮電子 | 2436 | 新增 | 672,000 | – | +672,000 | – | 1.11% | – | +1.11pp |
| 聯強國際 | 2347 | 加碼 | 830,000 | 272,000 | +558,000 | +205.1% | 1.81% | 0.71% | +1.10pp |
| 瑞昱半導體 | 2379 | 減碼 | 62,000 | 98,000 | -36,000 | -36.7% | 1.07% | 2.13% | -1.06pp |
| 美律實業 | 2439 | 剔除 | – | 426,000 | -426,000 | -100.0% | – | 1.01% | -1.01pp |
| 飛捷科技股份有限公司 | 6206 | 新增 | 286,000 | – | +286,000 | – | 0.97% | – | +0.97pp |
| 矽創電子 | 8016 | 加碼 | 169,000 | 23,000 | +146,000 | +634.8% | 1.15% | 0.20% | +0.95pp |
| 聯發科技 | 2454 | 加碼 | 62,500 | 51,500 | +11,000 | +21.4% | 7.03% | 6.09% | +0.94pp |
| 欣銓科技 | 3264 | 減碼 | 69,000 | 188,000 | -119,000 | -63.3% | 0.39% | 1.29% | -0.90pp |
| 華碩電腦 | 2357 | 新增 | 39,000 | – | +39,000 | – | 0.88% | – | +0.88pp |
| 台新新光金融控股股份有限公司 | 2887 | 加碼 | 1,328,150 | 562,150 | +766,000 | +136.3% | 1.39% | 0.65% | +0.74pp |
| 聯華電子 | 2303 | 減碼 | 651,000 | 722,000 | -71,000 | -9.8% | 2.24% | 2.81% | -0.56pp |
| 晶碩光學 | 6491 | 剔除 | – | 46,000 | -46,000 | -100.0% | – | 0.55% | -0.55pp |
| 欣興電子 | 3037 | 減碼 | 8,000 | 23,000 | -15,000 | -65.2% | 0.19% | 0.69% | -0.50pp |
| 家登精密工業 | 3680 | 新增 | 38,000 | – | +38,000 | – | 0.48% | – | +0.48pp |
| 遠傳電信 | 4904 | 剔除 | – | 156,000 | -156,000 | -100.0% | – | 0.47% | -0.47pp |
| 永豐金融控股 | 2890 | 加碼 | 1,314,500 | 828,500 | +486,000 | +58.7% | 1.41% | 1.03% | +0.38pp |
| 元大金融控股 | 2885 | 加碼 | 1,419,960 | 1,073,960 | +346,000 | +32.2% | 2.44% | 2.12% | +0.32pp |
| 旺矽科技 | 6223 | 加碼 | 9,500 | 6,500 | +3,000 | +46.2% | 1.31% | 1.00% | +0.31pp |
| 研華 | 2395 | 加碼 | 77,000 | 76,000 | +1,000 | +1.3% | 1.27% | 1.55% | -0.28pp |
| 宇瞻科技股份有限公司 | 8271 | 剔除 | – | 37,000 | -37,000 | -100.0% | – | 0.25% | -0.25pp |
| 崇越科技股份有限公司 | 5434 | 加碼 | 142,000 | 104,000 | +38,000 | +36.5% | 1.84% | 1.61% | +0.22pp |
| 信驊科技 | 5274 | 加碼 | 5,840 | 4,840 | +1,000 | +20.7% | 2.56% | 2.34% | +0.22pp |
| 台灣積體電路製造 | 2330 | 加碼 | 381,000 | 308,000 | +73,000 | +23.7% | 22.53% | 22.31% | +0.22pp |
| 台指選擇權10/26 49500 買權 | – | 新增 | -353 | – | -353 | – | -0.20% | – | -0.20pp |
| 創意電子 | 3443 | 加碼 | 5,000 | 3,000 | +2,000 | +66.7% | 0.75% | 0.55% | +0.20pp |
| 順德工業 | 2351 | 減碼 | 65,000 | 81,000 | -16,000 | -19.8% | 0.37% | 0.57% | -0.19pp |
| 奇鋐科技 | 3017 | 加碼 | 16,000 | 11,000 | +5,000 | +45.5% | 1.32% | 1.13% | +0.19pp |
| 穎崴科技股份有限公司 | 6515 | 新增 | 1,000 | – | +1,000 | – | 0.17% | – | +0.17pp |
| 廣達電腦 | 2382 | 加碼 | 257,000 | 223,000 | +34,000 | +15.3% | 2.12% | 2.27% | -0.15pp |
| 台達電子工業 | 2308 | 加碼 | 47,000 | 36,000 | +11,000 | +30.6% | 1.87% | 2.00% | -0.13pp |
| 精材科技股份有限公司 | 3374 | 新增 | 10,000 | – | +10,000 | – | 0.11% | – | +0.11pp |
| 中央再保險股份有限公司 | 2851 | 新增 | 92,000 | – | +92,000 | – | 0.11% | – | +0.11pp |
| 台指選擇權09/26 47500 買權 | – | 剔除 | – | -301 | +301 | – | – | -0.11% | +0.11pp |
| 智邦科技 | 2345 | 加碼 | 18,000 | 12,000 | +6,000 | +50.0% | 0.83% | 0.74% | +0.10pp |
| 致茂電子 | 2360 | 加碼 | 14,000 | 11,000 | +3,000 | +27.3% | 0.74% | 0.65% | +0.09pp |
| 日月光 | 3711 | 加碼 | 233,000 | 196,000 | +37,000 | +18.9% | 3.53% | 3.45% | +0.09pp |
| 藥華醫藥 | 6446 | 剔除 | – | 2,000 | -2,000 | -100.0% | – | 0.08% | -0.08pp |
| 台光電子材料 | 2383 | 加碼 | 22,000 | 18,000 | +4,000 | +22.2% | 2.90% | 2.97% | -0.08pp |
| 南亞塑膠工業 | 1303 | 加碼 | 131,000 | 112,000 | +19,000 | +17.0% | 0.75% | 0.82% | -0.06pp |
| 致新科技 | 8081 | 加碼 | 135,000 | 114,000 | +21,000 | +18.4% | 0.82% | 0.88% | -0.06pp |
| 威剛科技 | 3260 | 加碼 | 131,000 | 108,000 | +23,000 | +21.3% | 1.29% | 1.35% | -0.05pp |
| 台指選擇權10/26 48800 買權 | – | 剔除 | – | -56 | +56 | – | – | -0.04% | +0.04pp |
| 帆宣系統科技股份有限公司 | 6196 | 加碼 | 142,000 | 119,000 | +23,000 | +19.3% | 1.78% | 1.74% | +0.04pp |
| 中租控股股份有限公司 | 5871 | 剔除 | – | 10,800 | -10,800 | -100.0% | – | 0.04% | -0.04pp |
| 濟南大自然新材料股份有限公司 | 4763 | 加碼 | 1,341,000 | 1,175,000 | +166,000 | +14.1% | 1.61% | 1.64% | -0.03pp |
| 鴻海精密工業 | 2317 | 加碼 | 113,000 | 95,000 | +18,000 | +18.9% | 0.69% | 0.72% | -0.03pp |
| 慧洋海運股份有限公司 | 2637 | 加碼 | 462,000 | 410,000 | +52,000 | +12.7% | 1.14% | 1.16% | -0.02pp |
| 台指選擇權11/26 50400 買權 | – | 新增 | -18 | – | -18 | – | -0.02% | – | -0.02pp |
| 聯詠科技 | 3034 | 加碼 | 155,000 | 128,000 | +27,000 | +21.1% | 2.08% | 2.08% | -0.00pp |