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00924

復華S&P500成長 Foreign ETF As of 2026-07-29 Updated daily after market close

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估值 50品質 50成長 50動能 70籌碼 79

Price and fund-flow snapshot

  • 外資近期偏買。外資近 20 日買賣超約佔成交量 6.0%（買超）。

Chip flow

Bearish -0.29
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 凱基-台北 holds 20,816 lots
  • sellers have 993 lots left, ~111 sessions to clear

Window from 2026-01-17 · Price +12% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基-台北 has accumulated 20,816 lots since the start (sold 0%), still adding.
  • Main distributor 國泰-忠孝 peaked at 833 lots, has sold 39%, 511 left, ~111 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -6.54pp, mid holders -5, retail +6.31pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -976 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
凱基-台北凱基永豐金證券富邦證券台新群益金鼎
Distributing
國泰-忠孝台新證券元大-新店中正永豐金-竹科國泰-台南凱基-竹科
Desks
own scale
元富華南永昌中國信託康和
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基-台北 +20,816
    sold 0%· still adding
  • 凱基 +5,312
    sold 0%· still adding
  • 永豐金證券 +3,027
    sold 7%
  • 富邦證券 +2,555
    sold 0%· still adding
  • 台新 +2,108
    sold 25%· still adding
  • 群益金鼎 +1,672
    sold 0%· still adding

Distributing

  • 國泰-忠孝 511 left
    sold 39%· ~111 sessions to clear
  • 台新證券 449 left
    sold 28%· paused recently
  • 元大-新店中正 172 left
    sold 60%· ~21 sessions to clear
  • 永豐金-竹科 96 left
    sold 66%· ~9 sessions to clear
  • 國泰-台南 114 left
    sold 57%· paused recently
  • 凱基-竹科 46 left
    sold 82%· paused recently

Desks

  • 元富 -4,651
    unclassified
  • 華南永昌 -4,282
    unclassified
  • 中國信託 -3,029
    unclassified
  • 康和 -2,068
    unclassified
Still selling 993 lots ~111 sessions to bottom at most
Recent buy/sell force +3,953 absorbed / -492 sold buyers slightly ahead
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Weak direction: big-holder share fell while retail share rose.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

這個訊號在全市場是否站得住腳

「月營收年增率 ≥ 20%」過去 243 個月，每月平均約 404 檔個股符合條件；這些個股之後 60 個交易日的還原股價報酬，等權平均為 6.99%，平均贏過大盤 2.32 個百分點，在 64.2% 的月份中跑贏發行量加權股價報酬指數。

每月對全市場符合訊號的股票取等權平均前瞻 60 日還原報酬，再對月份平均；超額相對發行量加權股價報酬指數

目前未成立的訊號（歷史統計供參）

這些訊號現在沒有發生，列出歷史樣本以供對照

股價創 252 日新高（突破日）

Pending

還原股價首次站上過去 252 個交易日最高；20 日內重複觸發只計一次

9 times historically; 60-day forward avg +1.48%, win rate 57.1%, beating the market by -5.12 pts on average.

外資連續買超滿 5 個交易日

Pending

外資（不含自營商）買賣超連續 5 日為正，事件日為第 5 日；20 日內重複觸發只計一次

13 times historically; 60-day forward avg +11.06%, win rate 100%, beating the market by -4.69 pts on average.

What is 復華S&P500成長? Tracked index, holdings and distributions

ETF/海外股票型ETF(國外成分股ETF,追蹤美股大型成長股指數) 上市(台灣證券交易所 TWSE)

Overview

本檔為被動式指數股票型基金(ETF),並非營運公司。發行投信為復華證券投資信託股份有限公司(復華投信,Fuh Hwa Securities Investment Trust)。基金成立日約為2023/04/12,於台灣證券交易所掛牌上市日為2023/04/26,證券代號00924,計價幣別為新台幣。基金經理費約年0.35%~0.45%(依基金規模級距遞減)、保管費約年0.08%~0.15%,合計總費用(內扣)約0.43%~0.60%區間。基金採至少70%資產追蹤標的指數、其餘最多30%可投資於其他相關證券或商品的操作架構。基金規模、受益人數等即時統計未經本次查證確認,建議以復華投信官網或公開說明書最新揭露為準。

Business

本ETF追蹤『標普500成長指數(S&P 500 Growth Index)』,該指數自S&P 500成分股中,依營收成長率、每股盈餘變動及動能等成長型因子篩選出約228檔成長型股票,產業集中於資訊科技、通訊服務、非核心消費等。截至2025/08/31前十大成分股約為:NVIDIA(輝達,約13.11%)、Microsoft(微軟,約6.13%)、Meta Platforms(約5.02%)、Apple(蘋果,約4.99%)、Amazon(亞馬遜,約4.41%)、Broadcom(博通,約4.38%)、Alphabet Class A(約3.88%)、Alphabet Class C(約3.65%)、Tesla(特斯拉,約3.37%)、Eli Lilly(禮來,約2.17%)。產業分布前五大約為資訊技術38.85%、通訊服務14.94%、非核心消費品12.29%、金融11.35%、工業7.91%。配息政策為不配息(無配息,屬累積型/不分配收益),收益滾入淨值。商業模式為投信收取經理費與保管費,提供投資人以新台幣於台股市場參與美國S&P 500成長型股票之被動式投資工具。

Outlook 2025–2028

作為被動追蹤美股成長指數的ETF,其2025~2028表現高度連動於美國大型成長股(尤其資訊科技、AI、半導體、雲端與大型網路平台)之走勢。成長動能來自AI與雲端資本支出、輝達等權值龍頭獲利擴張;由於前十大成分股權重高度集中(尤以輝達單一持股逾一成),具明顯的科技股與單一個股集中風險。潛在風險包含:美股評價偏高後的回檔、美國升降息與利率環境變化、新台幣兌美元匯率波動(本基金多無完全避險,匯率影響淨值)、AI題材熱度退潮或法規/地緣政治衝擊,以及成長股對利率敏感度高。此為對非營運證券的市場性質判斷,非個股基本面預測,實際結果取決於美股與指數調整,僅供參考。

Sources（7）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

方法與限制

  • 所有報酬以還原股價（etl:adj_close）計算，已還原除權息與股票分割。
  • 超額報酬以發行量加權股價報酬指數（含息）為基準。
  • 估值位階與分位統計以「截至當天為止的自身歷史」滾動計算，不使用未來資訊。
  • 營收訊號的事件日對齊到公告截止日後第一個交易日，避免提前用到尚未公開的資訊。
  • 事件樣本之間日期可能重疊，統計僅描述歷史分布，樣本數較少時參考價值有限。

本頁內容為歷史資料統計與教育用途，不構成投資建議。投資一定有風險，過去績效不代表未來表現，交易前請自行評估並承擔風險。