---
title: "In mid-October they significantly cut positions, but core holdings such as 萬潤 (1600 to 864) and 大量… — johnstock888 — DecisionGateway"
description: "statement by johnstock888, recorded 2026-11-08 — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b"
meta:
  "og:description": "statement by johnstock888, recorded 2026-11-08 — verbatim quote and source citation."
  "og:image": "https://dgw.tmarket.io/og.jpg"
  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
  "og:image:height": "1024"
  "og:image:width": "1024"
  "og:title": "In mid-October they significantly cut positions, but core holdings such as 萬潤 (1600 to 864) and 大量… — johnstock888 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

statementSaid on 2026-11-08

# **In mid-October they significantly cut positions, but core holdings such as 萬潤 (1600 to 864) and 大量 (from 1090 to 700) went from gains to losses.**

A statement by [**johnstock888**](https://dgw.tmarket.io/actors/01a1d54a-6076-7621-aca2-844ab8dbbdb1), said on 2026-11-08. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *這波我們在10月中大減碼，但幾檔抱在手上的核心持股像是萬潤(1600到864)、大量(從1090到700)，直接從賺的變成賠的*

johnstock888Published 2026-11-08 [ Read source](https://t.me/johnstock888/10315)

[**johnstock888 dossier **](https://dgw.tmarket.io/actors/01a1d54a-6076-7621-aca2-844ab8dbbdb1)

## **Related claims**

[**To avoid damaging core holdings, 基金 can only cut the stocks it likes less — for example, if you hold 台積電 you cannot cut it, you can only cut 聯發科 or 台達電 — and then 中實戶 and 散戶 margin liquidation forms another death spiral.**林睿閎John · statement](https://dgw.tmarket.io/claims/01a1d499-a1a8-74bc-8d53-1abda0739933) [**Four Tainan and Kaohsiung regional branches steadily absorbed close to 400 lots of 萬潤(6187) during the decline.**林睿閎John · statement](https://dgw.tmarket.io/claims/01a1d49a-d8b5-7e46-ae59-f1e682bce4ca) [**本次減持不會導致公司控制權發生變更。**順灝股份公吿 · prediction](https://dgw.tmarket.io/claims/01a1d14b-c38c-7bf9-b1ab-a265c5cc6faa) [**Since it began reducing its holdings in late July this year, the company has cumulatively sold about 1,113 BTC, bringing in about $74.4 million.**Hyperscale Data · statement](https://dgw.tmarket.io/claims/01a1d5cc-d80a-7a1e-84c4-05b993007ce2) [**本次權益變動系亞振投資實施此前披露的減持計劃。**亞振家居公吿 · statement](https://dgw.tmarket.io/claims/01a1d142-1498-7f3d-ba82-19c0350a1fef) [**If holdings are only 40% or below, no adjustment is needed because this wave is definitely an overshoot; if holdings are 60-70%, the coming rebound is a good time to adjust.**johnstock888 · prediction](https://dgw.tmarket.io/claims/01a1d49d-7489-7cf0-8bb8-d7152ddb027a)

## **More claims by johnstock888**

[**如果政策資金持續進場，大型權值與市值型ETF會是最直接的觀察方向。**prediction](https://dgw.tmarket.io/claims/01a1d4d4-d840-7302-be6f-d8b6af069e4d) [**國安基金進場主要是在市場非理性崩跌時提供流動性、穩住投資人信心，不代表宣布進場後就會一路往上。**statement](https://dgw.tmarket.io/claims/01a1d4d4-d837-7ed0-afdd-e16bcbff9b1c) [**台積電、鴻海、台達電、廣達、富邦金、台塑是過去四次公布持股時每次都有買進的核心標的。**statement](https://dgw.tmarket.io/claims/01a1d4d4-d82e-77f2-9016-476cdf6ac64a) [**投信今天買超0050正2 8,566張、0050 7,000張、鴻海(2317) 4,884張、台積電(2330) 2,584張。**statement](https://dgw.tmarket.io/claims/01a1d4d4-d822-7751-a662-efed1697fb73) [**外資現貨賣超900億元、台指期加空1,841口，淨空單超過10萬口，外資尚未真正翻多。**statement](https://dgw.tmarket.io/claims/01a1d4d4-d813-74dd-a073-79852a68ff5b)

[All claims by johnstock888](https://dgw.tmarket.io/claims?claimant_id=01a1d54a-6076-7621-aca2-844ab8dbbdb1)

[All claims](https://dgw.tmarket.io/claims)

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b#webpage","@type":"WebPage","description":"statement by johnstock888, recorded 2026-11-08 — verbatim quote and source citation.","name":"In mid-October they significantly cut positions, but core holdings such as 萬潤 (1600 to 864) and 大量… — johnstock888 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"In mid-October they significantly cut positions, but core…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-08","isBasedOn":"https://t.me/johnstock888/10315","text":"這波我們在10月中大減碼，但幾檔抱在手上的核心持股像是萬潤(1600到864)、大量(從1090到700)，直接從賺的變成賠的","url":"/claims/01a1d49d-7477-724a-b8fc-52da7a3c012b","spokenByCharacter":{"@type":"Person","name":"johnstock888","@id":"/actors/01a1d54a-6076-7621-aca2-844ab8dbbdb1"}}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.