Clean Yield Group
- SEC CIK
- 0001525865
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/5。SEC
- 持股檔數
- 395
- 較 2026 年第 1 季 +10
- 總值
- $4.03 億
- 較 2026 年第 1 季 +$4,777.41 萬 (+13.4%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 101,792 | $2,945.46 萬 | 7.31% | +300.0% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 94,092 | $1,882.7 萬 | 4.67% | +2,715+3.0% | 加碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 7,698 | $1,531.47 萬 | 3.80% | −1,174−13.2% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 35,801 | $1,352.38 萬 | 3.36% | −3,768−9.5% | 減碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 112,661 | $1,323.32 萬 | 3.28% | −5,008−4.3% | 減碼 | 查看 |
| ANETARISTA NETWORKS INC COM SHS | Stock | 54,105 | $919.14 萬 | 2.28% | +359+0.7% | 加碼 | 查看 |
| GSKGSK PLC SPONSORED ADR | ADR | 158,720 | $832.01 萬 | 2.06% | −3,258−2.0% | 減碼 | 查看 |
| AWKAMERICAN WTR WKS CO INC NEW COM | Stock | 50,633 | $666.23 萬 | 1.65% | −1,800−3.4% | 減碼 | 查看 |
| PLDPROLOGIS INC. COM | REIT | 48,601 | $658.4 萬 | 1.63% | −7,649−13.6% | 減碼 | 查看 |
| HASIHA SUSTAINABLE INFRA CAP INC | COM | 167,397 | $653.69 萬 | 1.62% | −1,931−1.1% | 減碼 | 查看 |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 26,654 | $632.58 萬 | 1.57% | −518−1.9% | 減碼 | 查看 |
| ULUNILEVER PLC | SPON ADR NEW | 103,553 | $622.56 萬 | 1.54% | −6,694−6.1% | 減碼 | 查看 |
| CACCAMDEN NATL CORP | COM | 109,082 | $591.44 萬 | 1.47% | +1,327+1.2% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 20,791 | $584.66 萬 | 1.45% | +1,734+9.1% | 加碼 | 查看 |
| CRMSALESFORCE INC COM | Stock | 37,243 | $583.44 萬 | 1.45% | +6,451+21.0% | 加碼 | 查看 |
| DGXQUEST DIAGNOSTICS INC | COM | 27,117 | $574.74 萬 | 1.43% | +795+3.0% | 加碼 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 16,761 | $571.58 萬 | 1.42% | +31+0.2% | 加碼 | 查看 |
| NOKNOKIA CORP | SPONSORED ADR | 422,437 | $561 萬 | 1.39% | −24,172−5.4% | 減碼 | 查看 |
| HUBBHUBBELL INC | COM | 10,358 | $541.93 萬 | 1.34% | +205+2.0% | 加碼 | 查看 |
| ECLECOLAB INC COM | Stock | 19,173 | $534.18 萬 | 1.33% | +749+4.1% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 14,173 | $528.68 萬 | 1.31% | +1,388+10.9% | 加碼 | 查看 |
| SFMSPROUTS FMRS MKT INC | COM | 62,293 | $526.87 萬 | 1.31% | −6,337−9.2% | 減碼 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 16,583 | $522.1 萬 | 1.30% | +229+1.4% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 5,562 | $520.31 萬 | 1.29% | +390+7.5% | 加碼 | 查看 |
| ROSTROSS STORES INC | COM | 24,364 | $518.59 萬 | 1.29% | −4,276−14.9% | 減碼 | 查看 |
| STTSTATE STR CORP | COM | 30,276 | $513.48 萬 | 1.27% | +1,208+4.2% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 14,388 | $507.44 萬 | 1.26% | +1,234+9.4% | 加碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 19,963 | $507.01 萬 | 1.26% | −121−0.6% | 減碼 | 查看 |
| FSLRFIRST SOLAR INC COM | Stock | 20,965 | $494.69 萬 | 1.23% | −1,812−8.0% | 減碼 | 查看 |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 21,872 | $489.82 萬 | 1.22% | +2,299+11.7% | 加碼 | 查看 |
| VMIVALMONT INDS INC | COM | 8,361 | $482.93 萬 | 1.20% | −1,405−14.4% | 減碼 | 查看 |
| BWABORGWARNER INC | COM | 72,057 | $478.46 萬 | 1.19% | −2,903−3.9% | 減碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 49,314 | $455.02 萬 | 1.13% | +2,043+4.3% | 加碼 | 查看 |
| JKHYHENRY JACK & ASSOC INC COM | Stock | 32,725 | $450.75 萬 | 1.12% | −514−1.5% | 減碼 | 查看 |
| VEEVVEEVA SYS INC CL A COM | Stock | 23,988 | $425.72 萬 | 1.06% | +2,081+9.5% | 加碼 | 查看 |
| MCOMOODYS CORP COM | Stock | 9,183 | $415.92 萬 | 1.03% | 00.0% | 不變 | 查看 |
| NOWSERVICENOW INC COM | Stock | 41,397 | $410.99 萬 | 1.02% | +2,359+6.0% | 加碼 | 查看 |
| KAIKADANT INC | COM | 12,636 | $397.06 萬 | 0.99% | +468+3.8% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 10,985 | $388.15 萬 | 0.96% | +5,240+91.2% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 3,179 | $381.3 萬 | 0.95% | +14+0.4% | 加碼 | 查看 |
| WABWABTEC COM | Stock | 14,119 | $380.65 萬 | 0.94% | +448+3.3% | 加碼 | 查看 |
| MKCMCCORMICK & CO INC COM NON VTG | Stock | 74,802 | $377.15 萬 | 0.94% | −1,210−1.6% | 減碼 | 查看 |
| TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 227,988 | $365.46 萬 | 0.91% | −10,377−4.4% | 減碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 36,568 | $335.26 萬 | 0.83% | +24,283+197.7% | 加碼 | 查看 |
| CHKPCHECK POINT SOFTWARE TECH LT | ORD | 25,104 | $329.94 萬 | 0.82% | +224+0.9% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 44,837 | $320.14 萬 | 0.79% | +2,912+6.9% | 加碼 | 查看 |
| AMALAMALGAMATED FINANCIAL CORP | COM | 68,140 | $312.76 萬 | 0.78% | −5,408−7.4% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 8,718 | $311.56 萬 | 0.77% | 00.0% | 不變 | 查看 |
| COLBCOLUMBIA BKG SYS INC | COM | 95,046 | $304.62 萬 | 0.76% | +2,581+2.8% | 加碼 | 查看 |
| DOCHEALTHPEAK PROPERTIES INC | COM | 138,158 | $295.66 萬 | 0.73% | −56,158−28.9% | 減碼 | 查看 |
| CMGCHIPOTLE MEXICAN GRILL INC | COM | 85,323 | $290.1 萬 | 0.72% | +7,786+10.0% | 加碼 | 查看 |
| HTOH2O AMERICA | COM | 46,155 | $280.48 萬 | 0.70% | −263−0.6% | 減碼 | 查看 |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 23,329 | $266.37 萬 | 0.66% | +22,973+6,453.1% | 加碼 | 查看 |
| AYIACUITY INC COM | Stock | 6,648 | $250.4 萬 | 0.62% | +5,663+574.9% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 16,115 | $236.31 萬 | 0.59% | −413−2.5% | 減碼 | 查看 |
| ITWILLINOIS TOOL WKS INC COM | Stock | 8,438 | $228.22 萬 | 0.57% | −15−0.2% | 減碼 | 查看 |
| ULTAULTA BEAUTY INC COM | Stock | 5,060 | $228.2 萬 | 0.57% | +5,060 | 新進 | 查看 |
| VODVODAFONE GROUP PLC SPONSORED ADR | ADR | 171,770 | $227.17 萬 | 0.56% | −55,913−24.6% | 減碼 | 查看 |
| EXPDEXPEDITORS INTL WASH INC | COM | 13,168 | $214.61 萬 | 0.53% | −300−2.2% | 減碼 | 查看 |
| AMGNAMGEN INC COM | Stock | 5,626 | $203.73 萬 | 0.51% | +810+16.8% | 加碼 | 查看 |
| AMRCAMERESCO INC | CL A | 69,317 | $191.31 萬 | 0.47% | +2,856+4.3% | 加碼 | 查看 |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 17,228 | $185.2 萬 | 0.46% | +3,723+27.6% | 加碼 | 查看 |
| SOFISOFI TECHNOLOGIES INC COM | Stock | 102,471 | $183.73 萬 | 0.46% | +4,038+4.1% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 14,182 | $182.23 萬 | 0.45% | +3,700+35.3% | 加碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 2,393 | $178.7 萬 | 0.44% | −10−0.4% | 減碼 | 查看 |
| LULULULULEMON ATHLETICA INC COM | Stock | 14,054 | $160.47 萬 | 0.40% | −177−1.2% | 減碼 | 查看 |
| TUTELUS CORPORATION | COM | 140,340 | $148.34 萬 | 0.37% | −5,688−3.9% | 減碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 10,784 | $146.01 萬 | 0.36% | 00.0% | 不變 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 2,472 | $123.94 萬 | 0.31% | −50−2.0% | 減碼 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 25,388 | $121.71 萬 | 0.30% | −4,090−13.9% | 減碼 | 查看 |
| USBUS BANCORP | COM NEW | 19,817 | $119.69 萬 | 0.30% | 00.0% | 不變 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2,348 | $117.49 萬 | 0.29% | 00.0% | 不變 | 查看 |
| ISHARES TR464288570 | ESG MSCI KLD ETF | 8,000 | $113.91 萬 | 0.28% | +8,000 | 新進 | – |
| AXPAMERICAN EXPRESS CO COM | Stock | 3,079 | $104.15 萬 | 0.26% | 00.0% | 不變 | 查看 |
| ABBVABBVIE INC COM | Stock | 3,891 | $97.91 萬 | 0.24% | +11+0.3% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 2,613 | $97.66 萬 | 0.24% | +100+4.0% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 3,073 | $91.6 萬 | 0.23% | 00.0% | 不變 | 查看 |
| VITLVITAL FARMS INC | COM | 72,507 | $84.33 萬 | 0.21% | +6,356+9.6% | 加碼 | 查看 |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 8,970 | $82.6 萬 | 0.20% | +60+0.7% | 加碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 685 | $80.48 萬 | 0.20% | 00.0% | 不變 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 2,347 | $76.82 萬 | 0.19% | +139+6.3% | 加碼 | 查看 |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 1,962 | $68.68 萬 | 0.17% | −119−5.7% | 減碼 | 查看 |
| INTUINTUIT COM | Stock | 2,609 | $68.09 萬 | 0.17% | 00.0% | 不變 | 查看 |
| AFLAFLAC INC COM | Stock | 5,686 | $66.67 萬 | 0.17% | +25+0.4% | 加碼 | 查看 |
| BDXBECTON DICKINSON & CO COM | Stock | 4,377 | $66.24 萬 | 0.16% | −250−5.4% | 減碼 | 查看 |
| TRMBTRIMBLE INC | COM | 12,781 | $65.41 萬 | 0.16% | 00.0% | 不變 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 7,358 | $64.58 萬 | 0.16% | 00.0% | 不變 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 3,592 | $63.33 萬 | 0.16% | −400−10.0% | 減碼 | 查看 |
| GLWCORNING INC | COM | 2,463 | $62.91 萬 | 0.16% | −300−10.9% | 減碼 | 查看 |
| WTSWATTS WATER TECHNOLOGIES INC | CL A | 1,596 | $62.48 萬 | 0.16% | 00.0% | 不變 | 查看 |
| VANECK ETF TRUST92189F171 | GREEN BOND ETF | 24,160 | $58.31 萬 | 0.14% | −9,895−29.1% | 減碼 | – |
| AAGILENT TECHNOLOGIES INC | COM | 4,387 | $58.27 萬 | 0.14% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 1,098 | $56.39 萬 | 0.14% | −15−1.3% | 減碼 | 查看 |
| AZNASTRAZENECA PLC ORD | ADR | 2,950 | $55.94 萬 | 0.14% | 00.0% | 不變 | 查看 |
| HLIOHELIOS TECHNOLOGIES INC | COM | 5,807 | $51.83 萬 | 0.13% | −500−7.9% | 減碼 | 查看 |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 3,771 | $51.56 萬 | 0.13% | +3,771 | 新進 | 查看 |
| ABTABBOTT LABORATORIES COM | Stock | 5,585 | $50.68 萬 | 0.13% | −277−4.7% | 減碼 | 查看 |
| SJMSMUCKER J M CO COM NEW | Stock | 4,381 | $49.29 萬 | 0.12% | 00.0% | 不變 | 查看 |
| MMM3M CO COM | Stock | 2,995 | $48.49 萬 | 0.12% | 00.0% | 不變 | 查看 |
| CWTCALIFORNIA WTR SVC GROUP | COM | 9,835 | $47.85 萬 | 0.12% | −300−3.0% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（21 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| HOLOGIC INC436440101 | COM | 12,007 | $90.76 萬 | 0.26% |
| XOMEXXON MOBIL CORP | COM | 3,771 | $63.98 萬 | 0.18% |
| SNPSSYNOPSYS INC | COM | 214 | $8.48 萬 | 0.02% |
| ISHARES TR464288414 | NATIONAL MUN ETF | 465 | $4.94 萬 | 0.01% |
| ISHARES SELECT DIVIDEND ETF464287168 | ETF | 260 | $3.94 萬 | 0.01% |
| VANECK ETF TRUST92189F528 | VANECK SHRT MUNI | 2,216 | $3.83 萬 | 0.01% |
| OTISOTIS WORLDWIDE CORP COM | Stock | 134 | $1.03 萬 | 0.00% |
| HONHoneywell Technologies | COM | 43 | $9,719 | 0.00% |
| ISHARES TR46436E718 | 0-3 MTH TREASURY | 90 | $9,059 | 0.00% |
| MASIMO CORP574795100 | COM | 49 | $8,716 | 0.00% |
| SONYSONY GROUP CORP | SPONSORED ADR | 400 | $8,280 | 0.00% |
| MDLZMONDELEZ INTL INC CL A | Stock | 100 | $5,764 | 0.00% |
| TRITHOMSON REUTERS CORPORATION | COM NO PAR | 54 | $4,859 | 0.00% |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | CL A | 79 | $4,847 | 0.00% |
| NDAQNASDAQ INC | COM | 51 | $4,329 | 0.00% |
| XYZBLOCK INC | CL A | 70 | $4,213 | 0.00% |
| DDDUPONT DE NEMOURS INC | COM | 71 | $3,252 | 0.00% |
| PDDPDD HOLDINGS INC | SPONSORED ADS | 26 | $2,657 | 0.00% |
| LDOSLEIDOS HOLDINGS INC | COM | 14 | $2,177 | 0.00% |
| AGOASSURED GUARANTY LTD | COM | 17 | $1,385 | 0.00% |
| RALRALLIANT CORP COM | Stock | 15 | $624 | 0.00% |