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13新增23加碼10減碼12剔除
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#1主動復華全球5000409A復華 · 規模 179 億
2026-09-10 與 2026-08-31 相比: 新增 13 · 加碼 23 · 減碼 10 · 剔除 12。
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 鎧俠控股公司 | 285A JP | 新增 | 47,600 | – | +47,600 | – | 3.19% | – | +3.19pp |
| 南亞電路 | 8046 | 加碼 | 551,000 | 131,000 | +420,000 | +320.6% | 3.31% | 0.90% | +2.41pp |
| 聯發科技 | 2454 | 新增 | 84,000 | – | +84,000 | – | 2.22% | – | +2.22pp |
| 信驊科技 | 5274 | 新增 | 21,000 | – | +21,000 | – | 2.20% | – | +2.20pp |
| 愛思開海力士公司 | 000660 KS | 加碼 | 17,254 | 10,054 | +7,200 | +71.6% | 4.22% | 2.16% | +2.05pp |
| 台燿科技 | 6274 | 剔除 | – | 252,000 | -252,000 | -100.0% | – | 2.01% | -2.01pp |
| 中華精測 | 6510 | 新增 | 93,000 | – | +93,000 | – | 1.91% | – | +1.91pp |
| Global X銅礦ETF | COPX US | 剔除 | – | 104,000 | -104,000 | -100.0% | – | 1.70% | -1.70pp |
| Credo科技集團控股有限公司 | CRDO US | 剔除 | – | 41,000 | -41,000 | -100.0% | – | 1.63% | -1.63pp |
| 布魯姆能源公司 | BE US | 加碼 | 79,000 | 55,000 | +24,000 | +43.6% | 3.61% | 2.00% | +1.62pp |
| 欣興電子 | 3037 | 剔除 | – | 283,000 | -283,000 | -100.0% | – | 1.57% | -1.57pp |
| Alphabet公司 | GOOGL US | 剔除 | – | 26,000 | -26,000 | -100.0% | – | 1.55% | -1.55pp |
| 晟碟公司（德拉瓦州） | SNDK US | 加碼 | 10,000 | 5,500 | +4,500 | +81.8% | 2.99% | 1.52% | +1.48pp |
| 智遊網集團公司 | EXPE US | 剔除 | – | 26,000 | -26,000 | -100.0% | – | 1.45% | -1.45pp |
| 致茂電子 | 2360 | 新增 | 117,000 | – | +117,000 | – | 1.43% | – | +1.43pp |
| 三星電機 | 009150 KS | 加碼 | 17,500 | 9,800 | +7,700 | +78.6% | 3.23% | 1.84% | +1.39pp |
| 賽富時公司 | CRM US | 剔除 | – | 29,000 | -29,000 | -100.0% | – | 1.31% | -1.31pp |
| EQT公司 | EQT US | 新增 | 130,000 | – | +130,000 | – | 1.26% | – | +1.26pp |
| 川湖科技 | 2059 | 剔除 | – | 16,000 | -16,000 | -100.0% | – | 1.26% | -1.26pp |
| 羅賓漢市場公司 | HOOD US | 加碼 | 187,000 | 144,000 | +43,000 | +29.9% | 3.75% | 2.66% | +1.09pp |
| VanEck黃金礦業交易所交易基金 | GDX US | 減碼 | 66,000 | 126,000 | -60,000 | -47.6% | 1.12% | 2.18% | -1.06pp |
| Snowflake公司 | SNOW US | 加碼 | 32,500 | 15,000 | +17,500 | +116.7% | 1.90% | 0.88% | +1.02pp |
| 菲利普66 | PSX US | 新增 | 22,000 | – | +22,000 | – | 1.01% | – | +1.01pp |
| ServiceNow公司 | NOW US | 減碼 | 26,000 | 61,000 | -35,000 | -57.4% | 0.60% | 1.59% | -0.99pp |
| 廣東生益科技股份有限公司 | 600183 CH | 減碼 | 200,000 | 420,000 | -220,000 | -52.4% | 0.78% | 1.69% | -0.91pp |
| 大立光電 | 3008 | 剔除 | – | 21,000 | -21,000 | -100.0% | – | 0.89% | -0.89pp |
| 景碩科技 | 3189 | 加碼 | 337,000 | 150,000 | +187,000 | +124.7% | 1.56% | 0.68% | +0.88pp |
| 輝達公司 | NVDA US | 加碼 | 101,000 | 78,000 | +23,000 | +29.5% | 3.90% | 3.03% | +0.87pp |
| 戴爾科技公司 | DELL US | 加碼 | 21,000 | 13,000 | +8,000 | +61.5% | 1.88% | 1.04% | +0.84pp |
| 揖斐電有限公司 | 4062 JP | 減碼 | 70,000 | 111,000 | -41,000 | -36.9% | 1.67% | 2.50% | -0.83pp |
| 台光電子 | 2383 | 減碼 | 73,000 | 99,000 | -26,000 | -26.3% | 2.20% | 3.02% | -0.82pp |
| Astera實驗室公司 | ALAB US | 減碼 | 15,000 | 30,000 | -15,000 | -50.0% | 0.76% | 1.57% | -0.81pp |
| 禮來公司 | LLY US | 剔除 | – | 3,900 | -3,900 | -100.0% | – | 0.79% | -0.79pp |
| 聯亞光電 | 3081 | 剔除 | – | 40,000 | -40,000 | -100.0% | – | 0.78% | -0.78pp |
| 應付買回款(NTD) | – | 新增 | 0 | – | – | – | -0.76% | – | -0.76pp |
| 奇鋐科技 | 3017 | 加碼 | 173,000 | 137,000 | +36,000 | +26.3% | 3.36% | 2.61% | +0.75pp |
| 萬事達卡 | MA US | 剔除 | – | 7,000 | -7,000 | -100.0% | – | 0.73% | -0.73pp |
| Tempus AI公司 | TEM US | 減碼 | 60,000 | 120,000 | -60,000 | -50.0% | 0.62% | 1.33% | -0.71pp |
| 特斯拉公司 | TSLA US | 新增 | 11,000 | – | +11,000 | – | 0.71% | – | +0.71pp |
| 魯門特姆控股公司 | LITE US | 加碼 | 24,000 | 20,300 | +3,700 | +18.2% | 3.97% | 3.27% | +0.70pp |
| Marvell Technology Inc | MRVL US | 減碼 | 28,000 | 48,000 | -20,000 | -41.7% | 1.12% | 1.79% | -0.66pp |
| 微軟公司 | MSFT US | 加碼 | 35,000 | 27,000 | +8,000 | +29.6% | 3.05% | 2.41% | +0.64pp |
| Circle網路集團公司 | CRCL US | 加碼 | 97,000 | 55,000 | +42,000 | +76.4% | 1.55% | 0.92% | +0.63pp |
| 禾伸堂企 | 3026 | 加碼 | 475,000 | 379,000 | +96,000 | +25.3% | 2.14% | 1.56% | +0.58pp |
| 斗山重工業 | 034020 KS | 加碼 | 143,000 | 108,000 | +35,000 | +32.4% | 1.70% | 1.15% | +0.55pp |
| 默克藥廠 | MRK US | 減碼 | 5,000 | 25,000 | -20,000 | -80.0% | 0.13% | 0.65% | -0.52pp |
| 連貫公司 | COHR US | 新增 | 10,000 | – | +10,000 | – | 0.52% | – | +0.52pp |
| 愛赫測試系統 | AEHR US | 新增 | 28,000 | – | +28,000 | – | 0.46% | – | +0.46pp |
| 太空探索科技公司 | SPCX US | 加碼 | 79,000 | 64,000 | +15,000 | +23.4% | 2.07% | 1.62% | +0.45pp |
| AXT公司 | AXTI US | 新增 | 36,000 | – | +36,000 | – | 0.41% | – | +0.41pp |
| Cloudflare公司 | NET US | 減碼 | 3,100 | 10,000 | -6,900 | -69.0% | 0.17% | 0.54% | -0.37pp |
| Crowdstrike控股公司 | CRWD US | 加碼 | 47,000 | 34,000 | +13,000 | +38.2% | 1.74% | 1.38% | +0.35pp |
| 美光科技公司 | MU US | 加碼 | 19,800 | 18,200 | +1,600 | +8.8% | 3.42% | 3.07% | +0.35pp |
| 帕蘭提爾科技公司 | PLTR US | 加碼 | 135,500 | 111,000 | +24,500 | +22.1% | 3.98% | 3.64% | +0.33pp |
| 惠頓貴金屬公司 | WPM US | 加碼 | 73,000 | 63,000 | +10,000 | +15.9% | 1.95% | 1.67% | +0.28pp |
| 亞馬遜公司 | AMZN US | 加碼 | 36,000 | 30,000 | +6,000 | +20.0% | 1.60% | 1.37% | +0.23pp |
| SBI控股公司 | 8473 JP | 加碼 | 305,000 | 255,000 | +50,000 | +19.6% | 1.16% | 0.93% | +0.22pp |
| 應付申購預收款(NTD) | – | 新增 | 0 | – | – | – | 0.00% | – | – |