https://www.etfinfo.tw/_nuxt/Dwg540kW.js

1import{d as I,a as L,b as M,c as U,e as d,f as t,g as n,w as i,t as a,h as s,i as C,F as u,j as c,k as K,_ as Y,o as r,q as R}from"./DgKpLXVQ.js";import{h as N}from"./CYOVbduM.js";import{u as P,_ as H,a as V,b as W}from"./Dh-Yx1pW.js";import{_ as j}from"./D-MEO90U.js";import{u as z}from"./D5Ovz3xT.js";import{u as O}from"./5Z5gUUT_.js";import"./UlDROtj0.js";import"./BG0HJo5R.js";const G={class:"shell article-shell"},J={class:"article"},Q={class:"article-header"},X={class:"article-body"},Z={class:"two-col"},w={class:"table-wrap"},tt={class:"cell-number"},et={class:"cell-number strong"},lt={class:"table-wrap"},at={class:"cell-number"},nt={class:"cell-number strong"},st={class:"two-col"},ot={class:"table-wrap"},dt={class:"cell-number"},rt={class:"cell-number"},it={class:"cell-number"},ut={class:"cell-number"},ct={class:"table-wrap"},mt={class:"cell-number"},ft={class:"cell-number"},bt={class:"cell-number"},pt={class:"cell-number"},gt={class:"cta-inline"},_t={id:"faq"},g="/blog/etf-rebalance-holdings-change",o="ETF 換股時發生什麼：0050、006208 六月持股調整觀察",m="用 2026 年 6 月 0050 與 006208 的每日持股快照，觀察季度調整附近的權重變化；6 月 18 日 0050 權重變化估算約 733 億元。",T="2026-06-22",v="2026-07-04",E="2026-06-30",ht=I({__name:"etf-rebalance-holdings-change",setup(Tt){const f=L().origin,_=`${f}${g}`;M({title:`${o} | ETF資訊網`,description:m,ogTitle:o,ogDescription:m,ogType:"article",ogUrl:_,ogImage:`${f}/og/default.png`,ogLocale:"zh_TW",articlePublishedTime:T,articleModifiedTime:v,articleAuthor:["ETF資訊網"],articleSection:"ETF 持股",articleTag:["ETF 換股","0050","006208","成分股調整"],twitterCard:"summary_large_image",twitterTitle:o,twitterDescription:m,twitterImage:`${f}/og/default.png`}),U({link:[{key:"canonical",rel:"canonical",href:_}]}),P({title:o,description:m,datePublished:T,dateModified:v,path:g}),z([{name:"首頁",href:"/"},{name:"Blog",href:"/blog"},{name:o,href:g}]);const F=[{date:"2026-06-18",previousDate:"2026-06-17",count:17,amount:733},{date:"2026-06-09",previousDate:"2026-06-08",count:7,amount:419},{date:"2026-06-26",previousDate:"2026-06-25",count:8,amount:392},{date:"2026-06-10",previousDate:"2026-06-09",count:7,amount:304}],D=[{date:"2026-06-18",previousDate:"2026-06-17",count:16,amount:152},{date:"2026-06-09",previousDate:"2026-06-08",count:9,amount:95},{date:"2026-06-26",previousDate:"2026-06-25",count:8,amount:82},{date:"2026-06-30",previousDate:"2026-06-29",count:9,amount:62}],y=[{code:"2330",name:"台積電",before:57.55,after:57.01,delta:-.54,amount:117},{code:"4958",name:"臻鼎-KY",before:0,after:.47,delta:.47,amount:102},{code:"3443",name:"創意",before:0,after:.38,delta:.38,amount:82},{code:"3665",name:"貿聯-KY",before:0,after:.36,delta:.36,amount:78},{code:"2002",name:"中鋼",before:.21,after:0,delta:-.21,amount:46},{code:"2454",name:"聯發科",before:6.48,after:6.28,delta:-.2,amount:43},{code:"1301",name:"台塑",before:.2,after:0,delta:-.2,amount:43},{code:"8046",name:"南電",before:0,after:.18,delta:.18,amount:39}],A=[{code:"2330",name:"台積電",before:57.57,after:57.01,delta:-.56,amount:25},{code:"4958",name:"臻鼎-KY",before:0,after:.47,delta:.47,amount:21},{code:"3443",name:"創意",before:0,after:.38,delta:.38,amount:17},{code:"3665",name:"貿聯-KY",before:0,after:.36,delta:.36,amount:16},{code:"2454",name:"聯發科",before:6.49,after:6.26,delta:-.23,amount:10},{code:"2002",name:"中鋼",before:.21,after:0,delta:-.21,amount:9},{code:"1301",name:"台塑",before:.2,after:0,delta:-.2,amount:9},{code:"8046",name:"南電",before:0,after:.18,delta:.18,amount:8}];function h(b){return`${b>0?"+":""}${b.toFixed(2)}%`}const x=O([{question:"本文的金額是 ETF 實際成交金額嗎？",answer:"不是。本文用 AUM 乘以成分股權重變化估算曝險變化，用來觀察調整幅度，不等於逐筆成交明細。"},{question:"為什麼 0050 和 006208 變化方向很接近？",answer:"兩者都追蹤台灣大型權值股相關指數，持股結構高度相似；當指數成分調整或權重重估時，方向常會接近。"},{question:"看到換股資料可以推論個股後續走勢嗎？",answer:"本文不做走勢推論。換股資料描述的是 ETF 持股曝險變化，後續價格仍受基本面、籌碼、市場情緒與總體因素影響。"}]);return(b,e)=>{const p=Y,k=N,q=V,B=j,S=W,$=H;return r(),d("div",G,[t("article",J,[t("header",Q,[n(p,{to:"/blog",class:"back-link"},{default:i(()=>[...e[0]||(e[0]=[s("← ETF 互動專題",-1)])]),_:1}),n(k,{slug:"etf-rebalance-holdings-change"}),t("h1",null,a(o)),t("p",{class:"article-meta muted"},"2026-06-22 · ETF資訊網 · 資料快照："+a(E))]),t("div",X,[e[12]||(e[12]=t("p",null,"ETF 換股不是抽象的指數事件。若每天看持股快照，調整會變成一串可量化的權重變化：有些股票被納入，有些股票被移出，有些權重被重新分配。",-1)),e[13]||(e[13]=t("p",null,[s("2026 年 6 月，0050 與 006208 都有 21 個交易日的持股快照。最明顯的一天是 "),t("strong",null,"202

16-06-18"),s("：0050 有 17 檔成分股權重變化超過 0.05 個百分點，依當日 AUM 估算曝險變化約 "),t("strong",null,"733 億元"),s("；006208 同日估算約 "),t("strong",null,"152 億元"),s("。")],-1)),n(q,{title:"本文目錄",items:[{id:"snapshot",label:"六月快照"},{id:"days",label:"變化最大日期"},{id:"changes",label:"6/18 成分變化"},{id:"method",label:"估算口徑"},{id:"read",label:"怎麼讀"},{id:"faq",label:"常見問題"}]}),e[14]||(e[14]=C('<section id="snapshot" class="summary-band" data-v-7297ffc8><article data-v-7297ffc8><span data-v-7297ffc8>0050 快照</span><strong data-v-7297ffc8>21 日</strong><small data-v-7297ffc8>2026-06-01 至 06-30</small></article><article data-v-7297ffc8><span data-v-7297ffc8>最大變化日</span><strong data-v-7297ffc8>06-18</strong><small data-v-7297ffc8>0050 估算 733 億</small></article><article data-v-7297ffc8><span data-v-7297ffc8>新納入訊號</span><strong data-v-7297ffc8>3 檔</strong><small data-v-7297ffc8>臻鼎-KY、創意、貿聯-KY</small></article></section><h2 id="days" data-v-7297ffc8>六月變化最大的日期</h2>',2)),t("div",Z,[t("section",null,[e[2]||(e[2]=t("h3",null,"0050",-1)),t("div",w,[t("table",null,[e[1]||(e[1]=t("thead",null,[t("tr",null,[t("th",null,"日期"),t("th",{class:"cell-number"},"變化檔數"),t("th",{class:"cell-number"},"估算曝險變化")])],-1)),t("tbody",null,[(r(),d(u,null,c(F,l=>t("tr",{key:l.date},[t("td",null,a(l.previousDate)+" → "+a(l.date),1),t("td",tt,a(l.count),1),t("td",et,a(l.amount)+" 億",1)])),64))])])])]),t("section",null,[e[4]||(e[4]=t("h3",null,"006208",-1)),t("div",lt,[t("table",null,[e[3]||(e[3]=t("thead",null,[t("tr",null,[t("th",null,"日期"),t("th",{class:"cell-number"},"變化檔數"),t("th",{class:"cell-number"},"估算曝險變化")])],-1)),t("tbody",null,[(r(),d(u,null,c(D,l=>t("tr",{key:l.date},[t("td",null,a(l.previousDate)+" → "+a(l.date),1),t("td",at,a(l.count),1),t("td",nt,a(l.amount)+" 億",1)])),64))])])])])]),e[15]||(e[15]=t("p",null,"6 月 18 日同時出現在兩檔 ETF 的變化最大日，這不是偶然雜訊，而是同類大型股 ETF 在調整期間會一起出現的資料痕跡。",-1)),e[16]||(e[16]=t("h2",{id:"changes"},"6 月 18 日：納入、移出與權重重估同時發生",-1)),t("div",st,[t("section",null,[e[6]||(e[6]=t("h3",null,"0050 主要變化",-1)),t("div",ot,[t("table",null,[e[5]||(e[5]=t("thead",null,[t("tr",null,[t("th",null,"股票"),t("th",{class:"cell-number"},"前"),t("th",{class:"cell-number"},"後"),t("th",{class:"cell-number"},"變化"),t("th",{class:"cell-number"},"估算")])],-1)),t("tbody",null,[(r(),d(u,null,c(y,l=>t("tr",{key:l.code},[t("td",null,a(l.code)+" "+a(l.name),1),t("td",dt,a(l.before.toFixed(2))+"%",1),t("td",rt,a(l.after.toFixed(2))+"%",1),t("td",it,a(h(l.delta)),1),t("td",ut,a(l.amount)+" 億",1)])),64))])])])]),t("section",null,[e[8]||(e[8]=t("h3",null,"006208 主要變化",-1)),t("div",ct,[t("table",null,[e[7]||(e[7]=t("thead",null,[t("tr",null,[t("th",null,"股票"),t("th",{class:"cell-number"},"前"),t("th",{class:"cell-number"},"後"),t("th",{class:"cell-number"},"變化"),t("th",{class:"cell-number"},"估算")])],-1)),t("tbody",null,[(r(),d(u,null,c(A,l=>t("tr",{key:l.code},[t("td",null,a(l.code)+" "+a(l.name),1),t("td",mt,a(l.before.toFixed(2))+"%",1),t("td",ft,a(l.after.toFixed(2))+"%",1),t("td",bt,a(h(l.delta)),1),t("td",pt,a(l.amount)+" 億",1)])),64))])])])])]),e[17]||(e[17]=t("p",null,"臻鼎-KY、創意、貿聯-KY 在兩檔表格中都從 0% 變成有權重；中鋼、台塑則從小權重變成 0%。這就是「換股」在持股資料裡的樣子。",-1)),e[18]||(e[18]=t("h2",{id:"method"},"估算口徑：AUM × 權重變化",-1)),e[19]||(e[19]=t("p",null,"本文把每檔股票的權重變化幅度乘以 ETF 當日 AUM，得到「曝險變化估算」。它適合用來看調整幅度，但不代表 ETF 在單日用同樣金額買賣，也不包含申購贖回、價格變動或盤中執行差異。",-1)),e[20]||(e[20]=t("h2",{id:"read"},"怎麼讀：事件存在，但不是交易訊號",-1)),e[21]||(e[21]=t("p",null,"換股資料的價值，是把指數調整從新聞變成可檢查的數據。你可以看到哪幾檔股票被納入、移出、提高或降低權重；但資料本身只描述 ETF 持股變化，不等於後續價格方向。",-1)),t("div",gt,[n(p,{to:"/etf/0050/holdings",class:"btn btn-primary btn-lg"},{default:i(()=>[...e[9]||(e[9]=[s("看 0050 持股 →",-1)])]),_:1}),n(p,{to:"/compare/0050-006208",class:"btn btn-outline btn-lg"},{default:i(()=>[...e[10]||(e[10]=[s("比較 0050 / 006208 →",-1)])]),_:1})]),t("section",_t,[n(B,{faqs:K(x),title:"ETF 換股常見問題"},null,8,["faqs"])]),n(S,{slug:"etf-rebalance-holdings-change"}),n($,{date:E},{sources:i(()=>[...e[11]||(e[11]=[s("各 ETF 發行投信公開持股資料、TWSE 證交所、TPEx 櫃買中心，以及本站依 0050、006208 於 2026 年 6 月每日持股快照、AUM 與成分股權重變化整理之估算。估算金額不等於逐筆成交明細。",-1)])]),_:1})])])])}}}),qt=R(ht,[["__scopeId","data-v-7297ffc8"]]);export{qt as default};