Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/25 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 470
- 較 2021 年第 4 季 +23
- 總值
- $2.80 億
- 較 2021 年第 4 季 −$2,065 萬 (−6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PENGPenguin Solutions, Inc. | SHS | 324 | $8,000 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| CLBCore Laboratories Inc. | COM | 262 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 101 | $9,000 | <0.1% | 00.0% | 不變 | – |
| QRVOQorvo, Inc. | Stock | 70 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 16 | $9,000 | <0.1% | +2+14.3% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 46 | $9,000 | <0.1% | +11+31.4% | 加碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 702 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 447 | $9,000 | <0.1% | 00.0% | 不變 | – |
| OPKOpko Health, Inc. | COM | 2,500 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | SHS | 27 | $9,000 | <0.1% | +27 | 新進 | 歷史 |
| VNTVontier Corp | Stock | 385 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 46 | $1.00 萬 | <0.1% | +46 | 新進 | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 222 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 201 | $1.00 萬 | <0.1% | +201 | 新進 | – |
| TWLOTwilio Inc | CL A | 60 | $1.00 萬 | <0.1% | +34+130.8% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 33 | $1.00 萬 | <0.1% | +8+32.0% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 121 | $1.10 萬 | <0.1% | +121 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDKCDK Global, Inc. | COM | 217 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 477 | $1.20 萬 | <0.1% | +477 | 新進 | – |
| ROKRockwell Automation, Inc | Stock | 43 | $1.20 萬 | <0.1% | +43 | 新進 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 150 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 35 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 54 | $1.20 萬 | <0.1% | +54 | 新進 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 63 | $1.20 萬 | <0.1% | +63 | 新進 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 250 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 52 | $1.30 萬 | <0.1% | +52 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 36 | $1.30 萬 | <0.1% | −30−45.5% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 450 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 115 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 67 | $1.30 萬 | <0.1% | +67 | 新進 | 歷史 |
| ESEversource Energy | Stock | 155 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 155 | $1.40 萬 | <0.1% | −100−39.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 233 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 94 | $1.40 萬 | <0.1% | +94 | 新進 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIVBSVB Financial Group | COM | 25 | $1.40 萬 | <0.1% | +25 | 新進 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 240 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 242 | $1.50 萬 | <0.1% | +242 | 新進 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 175 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| ABNBAirbnb, Inc. | Stock | 96 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 222 | $1.60 萬 | <0.1% | −300−57.5% | 減碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,072 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 729 | $1.60 萬 | <0.1% | +729 | 新進 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 100 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| BYNDBeyond Meat, Inc. | COM | 330 | $1.60 萬 | <0.1% | +175+112.9% | 加碼 | 歷史 |
| BRCNFBurcon NutraScience Corp | COM | 17,600 | $1.60 萬 | <0.1% | +16,950+2,607.7% | 加碼 | 歷史 |
| STTState Street Corp | COM | 200 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 51 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 246 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NYTNew York Times Co | CL A | 374 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 250 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 200 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 51 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 318 | $1.80 萬 | <0.1% | −1,889−85.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 252 | $1.90 萬 | <0.1% | −252−50.0% | 減碼依 2 比 1 拆股換算 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 110 | $1.90 萬 | <0.1% | +50+83.3% | 加碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AQUAEvoqua Water Technologies Corp. | COM | 425 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 575 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 119 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 150 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| ADMArcher-Daniels-Midland Co | Stock | 245 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 198 | $2.20 萬 | <0.1% | +101+104.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 50 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 54 | $2.20 萬 | <0.1% | −207−79.3% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 436 | $2.20 萬 | <0.1% | +436 | 新進 | – |
| ADIAnalog Devices Inc | Stock | 140 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 226 | $2.30 萬 | <0.1% | +226 | 新進 | – |
| ACNAccenture plc | Stock | 72 | $2.40 萬 | <0.1% | −141−66.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 594 | $2.40 萬 | <0.1% | +71+13.6% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 312 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 600 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 120 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 114 | $2.60 萬 | <0.1% | +42+58.3% | 加碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 127 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 301 | $2.80 萬 | <0.1% | −150−33.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 100 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INGRIngredion Inc | COM | 320 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 510 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 341 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,000 | $2.90 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| HOLXHologic Inc | COM | 375 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 480 | $3.00 萬 | <0.1% | +80+20.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 354 | $3.00 萬 | <0.1% | +98+38.3% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 225 | $3.10 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 75 | $3.10 萬 | <0.1% | 00.0% | 不變 | – |
| OGNOrganon & Co. | Stock | 891 | $3.10 萬 | <0.1% | −117−11.6% | 減碼 | 歷史 |
| NPVNuveen Virginia Quality Municipal Income Fund | COM | 2,150 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 300 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 760 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLHecla Mining Co | COM | 5,000 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 200 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 69 | $3.40 萬 | <0.1% | +69 | 新進 | 歷史 |
| CTASCintas Corp | Stock | 80 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 230 | $3.50 萬 | <0.1% | −174−43.1% | 減碼 | 歷史 |
| JFRNuveen Floating Rate Income Fund | COM | 3,500 | $3.50 萬 | <0.1% | −4,000−53.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $325.1 萬 | – |
2021 年第 4 季之後清倉（45 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Kirkland Lake Gold Ltd49741E100 | COM | 10,950 | $45.9 萬 | 0.2% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,416 | $16.4 萬 | 0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 380 | $10.8 萬 | <0.1% | – |
| Silvercrest Metals Inc828363101 | COM | 12,900 | $10.2 萬 | <0.1% | – |
| AGFirst Majestic Silver Corp | COM | 7,000 | $7.80 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 975 | $7.00 萬 | <0.1% | 歷史 |
| CHNGChange Healthcare Inc. | COM | 2,875 | $6.10 萬 | <0.1% | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 623 | $5.20 萬 | <0.1% | – |
| Pretium Res Inc74139C102 | COM | 3,300 | $4.60 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 401 | $4.20 萬 | <0.1% | – |
| PSXPhillips 66 | Stock | 535 | $3.90 萬 | <0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 467 | $3.60 萬 | <0.1% | 歷史 |
| AWRAmerican States Water Co | COM | 300 | $3.10 萬 | <0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 348 | $2.70 萬 | <0.1% | – |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 720 | $2.70 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 40 | $2.50 萬 | <0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 98 | $2.00 萬 | <0.1% | – |
| Global X FDS37950E416 | SOCIAL MED ETF | 270 | $1.50 萬 | <0.1% | – |
| Global X FDS37954Y814 | FINTECH ETF | 375 | $1.50 萬 | <0.1% | – |
| XLNXXilinx Inc | COM | 63 | $1.30 萬 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 70 | $1.20 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 26 | $1.10 萬 | <0.1% | – |
| PZZAPapa Johns International Inc | Stock | 85 | $1.10 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 17 | $1.00 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G888 | ETHO CLIMATE LEA | 154 | $1.00 萬 | <0.1% | – |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 257 | $9,000 | <0.1% | 歷史 |
| VVRInvesco Senior Income Trust | COM | 2,180 | $9,000 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 58 | $8,000 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 105 | $8,000 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 56 | $8,000 | <0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 11 | $7,000 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 30 | $6,000 | <0.1% | 歷史 |
| HPFJohn Hancock Preferred Income Fund II | COM | 300 | $6,000 | <0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 16 | $5,000 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 350 | $4,000 | <0.1% | 歷史 |
| REGIRenewable Energy Group, Inc. | COM NEW | 98 | $4,000 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 18 | $3,000 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 219 | $3,000 | <0.1% | 歷史 |
| WDFCWD 40 Co | COM | 12 | $3,000 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 50 | $3,000 | <0.1% | – |
| Enerplus Corp292766102 | COM | 325 | $3,000 | <0.1% | – |
| IGRCbre Global Real Estate Income Fund | COM | 173 | $2,000 | <0.1% | 歷史 |
| BMIBadger Meter Inc | COM | 23 | $2,000 | <0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 10 | $2,000 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G847 | GBL CLEAN ENRG | 50 | $1,000 | <0.1% | – |