https://www.etfinfo.tw/_nuxt/IWFh7Wst.js

1import{aI as v,d as k,c as d,e as t,f as n,w as o,j as u,t as s,F as m,i as g,g as a,_ as y,o as c,p as x}from"./Hc953q79.js";import{h as B}from"./Dip2hQvr.js";import{u as A,_ as w,a as h,b as D}from"./CmuA944Z.js";import"./UlDROtj0.js";import"./CU8TEgrp.js";import"./BG0HJo5R.js";import"./dGJ6gGwF.js";const N=v("/blog/multi-etf-overlap-guide/five-etf-intersection.png"),$={class:"shell article-shell"},L={class:"article"},V={class:"article-header"},C={class:"article-meta muted"},I={class:"article-body"},R={id:"summary",class:"feature-grid"},j={class:"table-wrap"},G={class:"cell-number strong"},O={class:"cta-inline"},p="2026-07-03",S=k({__name:"multi-etf-overlap-guide",setup(U){const r=A("multi-etf-overlap-guide"),_=[{label:"五檔都持有",value:"3 檔",note:"華碩、瑞昱、聯詠同時出現在五檔高股息 ETF。"},{label:"至少四檔持有",value:"14 檔",note:"重複不只發生在完全交集，四檔重複也很值得看。"},{label:"至少三檔持有",value:"31 檔",note:"共同持股開始呈現一批核心股票池。"},{label:"至少兩檔持有",value:"65 檔",note:"五檔合併後，共同出現的股票超過半數候選。"}],b=[{code:"2357",name:"華碩",industry:"電腦及週邊設備業",appearances:"5/5",weights:"0056 3.16%、00878 4.24%、00919 4.28%、00929 3.17%、00940 4.21%"},{code:"2379",name:"瑞昱",industry:"半導體業",appearances:"5/5",weights:"0056 2.71%、00878 3.28%、00919 3.28%、00929 2.28%、00940 3.09%"},{code:"3034",name:"聯詠",industry:"半導體業",appearances:"5/5",weights:"0056 2.08%、00878 2.70%、00919 3.73%、00929 3.36%、00940 3.70%"},{code:"2303",name:"聯電",industry:"半導體業",appearances:"4/5",weights:"0056 3.78%、00878 5.14%、00929 5.41%、00940 3.69%"},{code:"2891",name:"中信金",industry:"金融保險業",appearances:"4/5",weights:"0056 4.31%、00878 10.34%、00919 11.56%、00940 2.78%"}];return(q,l)=>{const i=y,f=B,T=D,E=w,F=h;return c(),d("div",$,[t("article",L,[t("header",V,[n(i,{to:"/blog",class:"back-link"},{default:o(()=>[...l[0]||(l[0]=[a("← ETF 互動專題",-1)])]),_:1}),n(f,{slug:u(r).slug},null,8,["slug"]),t("h1",null,s(u(r).title),1),t("p",C,s(u(r).date)+" · ETF資訊網 · 資料快照："+s(p),1)]),t("div",I,[l[7]||(l[7]=t("p",null,"買兩檔 ETF 時可以用兩檔比較；但很多人的真實投組不是兩檔，而是 0056、00878、00919、00929、00940 這類高股息 ETF 混在一起。這時要看的不是「哪兩檔最像」，而是多檔合併後共同持股到底有多少。",-1)),t("p",null,"用 "+s(p)+" 快照看，這五檔高股息 ETF 中，五檔都持有的股票有 3 檔：華碩、瑞昱、聯詠。若門檻放寬到至少四檔共同持有，股票數增加到 14 檔；至少三檔共同持有則有 31 檔。"),n(T,{title:"本文目錄",items:[{id:"summary",label:"五檔交集快照"},{id:"screen",label:"功能頁怎麼用"},{id:"stocks",label:"共同持股清單"},{id:"takeaway",label:"資料帶出的觀點"}]}),t("section",R,[(c(),d(m,null,g(_,e=>t("article",{key:e.label,class:"feature-card"},[t("span",null,s(e.label),1),t("strong",null,s(e.value),1),t("small",null,s(e.note),1)])),64))]),l[8]||(l[8]=t("h2",{id:"screen"},"ETF 交集分析：一次放 2 到 5 檔，看共同持股",-1)),t("p",null,[n(i,{to:"/ranking/stock/intersection?codes=0056,00878,00919,00929,00940"},{default:o(()=>[...l[1]||(l[1]=[a("ETF 交集分析",-1)])]),_:1}),l[2]||(l[2]=a(" 可以選 2 到 5 檔 ETF，列出這些 ETF 共同持有的股票、各自權重與主要產業。它適合回答：「我以為買了很多檔，但實際是不是還集中在同一批股票？」",-1))]),l[9]||(l[9]=t("figure",{class:"blog-figure"},[t("img",{src:N,alt:"ETF 持股交集分析頁，選擇 0056、00878、00919、00929、00940 後顯示共同持股統計"}),t("figcaption",null,"多檔交集不是看配息次數，而是看資金方向有沒有集中在同一批股票。")],-1)),l[10]||(l[10]=t("h2",{id:"stocks"},"共同持股清單：完全重疊只有 3 檔，但四檔重疊有 14 檔",-1)),t("div",j,[t("table",null,[l[3]||(l[3]=t("thead",null,[t("tr",null,[t("th",null,"個股"),t("th",null,"產業"),t("th",{class:"cell-number"},"出現檔數"),t("th",null,"各 ETF 權重")])],-1)),t("tbody",null,[(c(),d(m,null,g(b,e=>t("tr",{key:e.code},[t("td",null,[n(i,{to:`/stock/${e.code}`},{default:o(()=>[a(s(e.code)+" "+s(e.name),1)]),_:2},1032,["to"])]),t("td",null,s(e.industry),1),t("td",G,s(e.appearances),1),t("td",null,s(e.weights),1)])),64))])])]),l[11]||(l[11]=t("h2",{id:"takeaway"},"資料帶出的觀點：完全交集少，不代表沒有重複曝險",-1)),l[12]||(l[12]=t("p",null,"如果只看「五檔都持有」，共同股只有 3 檔，看起來好像很分散；但門檻改成至少四檔共同持有，就變成 14 檔，且半導體與電腦及週邊各有 4 檔。這才是多檔 ETF 分析最容易漏掉的地方：重複曝險常常不是全員到齊，而是多數 ETF 都往同一批股票靠近。",-1)),l[13]||(l[13]=t("p",null,"所以五檔高股息放在一起，不只要問每檔配幾次息，也要問共同持股是不是集中在同樣的半導體、金融或電腦及週邊股票。交集分析把這件事從感覺變成清單。",-1)),t("div",O,[n(i,{to:"/ranking/stock/intersection?codes=0056,00878,00919,00929,00940",class:"btn btn-primary btn-lg"},{default:o(()=>[...l[4]||(l[4]=[a("打開五檔交集分析 →",-1)])]),_:1}),n(i,{to:"/blog/high-dividend-etf-overlap",class:"btn btn-outline btn-lg"},{default:o(()=>[...l[5]||(l[5]=[a("看三檔高股息重疊 →",-1)])]),_:1})]),n(E,{slug:u(r).slug},null,8,["slug"]),n(F,{date:p},{sources:o(()=>[...l[6]||(l[6]=[a("本站依 0056、00878、00919、00929、00940 ETF 持股

1快照與 ETF 交集分析工具整理。共同持股與權重會隨持股公告更新，本文為資料解讀與工具教學，不構成投資建議。",-1)])]),_:1})])])])}}}),W=x(S,[["__scopeId","data-v-af23c8cb"]]);export{W as default};