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Livermore
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Clean Yield Group

SEC CIK
0001525865
最新申報
2026/8/5

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/7/18 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
420
較 2022 年第 1 季 −50
總值
$2.40 億
較 2022 年第 1 季 −$3,959 萬 (−14.1%)
申報日
2022/7/18
SEC
Clean Yield Group 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock82,760$1,132 萬4.7%−1,557−1.8%減碼歷史
GSKGSK plcSPONSORED ADR208,708$908.5 萬3.8%−9,580−4.4%減碼歷史
ULUnilever PLCSPON ADR NEW185,795$851.5 萬3.5%+2,828+1.5%加碼歷史
VODVodafone Group Public Ltd CoADR513,236$799.6 萬3.3%+47,127+10.1%加碼歷史
Healthpeak Properties, Inc.71943U104COM399,229$696.7 萬2.9%−6,718−1.7%減碼–
TAKTakeda Pharmaceutical Co LtdADR488,835$686.3 萬2.9%+237,615+94.6%加碼歷史
TUTelus CorpCOM289,749$645.6 萬2.7%−14,076−4.6%減碼歷史
SNYSanofiSPONSORED ADR108,046$540.6 萬2.2%−38,338−26.2%減碼歷史
SFMSprouts Farmers Market, Inc.COM212,149$537.2 萬2.2%+10,743+5.3%加碼歷史
HTOH2O AmericaCOM86,015$536.8 萬2.2%+40,322+88.2%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM137,412$520.2 萬2.2%+22,926+20.0%加碼歷史
ELMEElme CommunitiesSH BEN INT243,160$518.2 萬2.2%−1080.0%減碼歷史
DOCHealthpeak Properties, Inc.COM177,378$459.6 萬1.9%+62,734+54.7%加碼歷史
JNJJohnson & JohnsonStock25,436$451.5 萬1.9%−299−1.2%減碼歷史
GISGeneral Mills IncStock59,600$449.7 萬1.9%−26,242−30.6%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW153,108$427.5 萬1.8%+17,554+12.9%加碼歷史
Healthcare Realty Trust Inc42225P501CL A NEW152,607$425.9 萬1.8%+11,598+8.2%加碼–
Hingham Instn SVGS Mass433323102COM13,154$373.3 萬1.6%−163−1.2%減碼–
STAGSTAG Industrial, Inc.COM116,110$358.5 萬1.5%−503−0.4%減碼歷史
ADPAutomatic Data Processing IncStock16,940$355.8 萬1.5%−215−1.3%減碼歷史
CLColgate Palmolive CoStock44,117$353.6 萬1.5%−7,463−14.5%減碼歷史
IBMInternational Business Machines CorpStock24,700$348.7 萬1.5%−1,391−5.3%減碼歷史
NOMDNomad Foods LtdUSD ORD SHS172,669$345.2 萬1.4%+19,130+12.5%加碼歷史
PGProcter & Gamble CoStock23,709$340.9 萬1.4%−75−0.3%減碼歷史
CACCamden National CorpCOM77,095$339.6 萬1.4%−1,355−1.7%減碼歷史
MSFTMicrosoft CorpStock13,089$336.2 萬1.4%+55+0.4%加碼歷史
KRCKilroy Realty CorpCOM61,667$322.7 萬1.3%+3,548+6.1%加碼歷史
MKCMcCormick & Co IncStock37,244$310.1 萬1.3%−776−2.0%減碼歷史
CSCOCisco Systems, Inc.Stock69,834$297.8 萬1.2%−1,965−2.7%減碼歷史
AMGNAmgen IncStock12,032$292.7 萬1.2%−295−2.4%減碼歷史
HAINHain Celestial Group IncCOM119,077$282.7 萬1.2%+57,374+93.0%加碼歷史
CHKPCheck Point Software Technologies LtdORD22,251$271.0 萬1.1%−315−1.4%減碼歷史
NVONovo Nordisk A SADR21,866$243.7 萬1.0%−790−3.5%減碼歷史
BDXBecton Dickinson & CoStock8,521$210.1 萬0.9%−12−0.1%減碼歷史
AMALAmalgamated Financial Corp.COM101,350$200.5 萬0.8%−25,550−20.1%減碼歷史
DGXQuest Diagnostics IncCOM14,918$198.4 萬0.8%−1,383−8.5%減碼歷史
NOKNokia CorpSPONSORED ADR425,645$196.2 萬0.8%−35,360−7.7%減碼歷史
FSLRFirst Solar, Inc.Stock27,763$189.1 萬0.8%+1,629+6.2%加碼歷史
VanEck ETF Trust92189F171GREEN BOND ETF78,317$184.6 萬0.8%−283,536−78.4%減碼–
PEPPepsiCo IncStock10,987$183.1 萬0.8%+200+1.9%加碼歷史
TMOThermo Fisher Scientific Inc.Stock3,277$178.0 萬0.7%−53−1.6%減碼歷史
AWKAmerican Water Works Company, Inc.Stock11,948$177.8 萬0.7%−50−0.4%減碼歷史
INTUIntuit Inc.Stock4,449$171.5 萬0.7%−121−2.6%減碼歷史
EXPDExpeditors International of Washington IncCOM17,070$166.4 萬0.7%−250−1.4%減碼歷史
ITWIllinois Tool Works IncStock8,714$158.8 萬0.7%−11−0.1%減碼歷史
KDKyndryl Holdings, Inc.Stock152,172$148.8 萬0.6%+45,497+42.7%加碼歷史
UMPQUmpqua Holdings CorpCOM83,145$139.4 萬0.6%−64,909−43.8%減碼歷史
UTMDUtah Medical Products IncCOM14,909$128.1 萬0.5%+950+6.8%加碼歷史
LLYEli Lilly & CoStock3,904$126.6 萬0.5%−122−3.0%減碼歷史
AMRCAmeresco, Inc.CL A27,062$123.3 萬0.5%−885−3.2%減碼歷史
USBUS Bancorp DECOM NEW25,848$119.0 萬0.5%00.0%不變歷史
GOOGLAlphabet Inc.Stock542$118.1 萬0.5%−3−0.6%減碼歷史
HDHome Depot, Inc.Stock4,283$117.5 萬0.5%−3−0.1%減碼歷史
MAAMid America Apartment Communities Inc.COM6,713$117.3 萬0.5%−625−8.5%減碼歷史
SYKStryker CorpStock5,484$109.1 萬0.5%00.0%不變歷史
MRKMerck & Co., Inc.Stock11,411$104.0 萬0.4%00.0%不變歷史
VZVerizon Communications IncStock18,068$91.7 萬0.4%−290−1.6%減碼歷史
ABBVAbbVie Inc.Stock5,933$90.9 萬0.4%00.0%不變歷史
MSEXMiddlesex Water CoCOM9,750$85.5 萬0.4%00.0%不變歷史
SJMJ M SMUCKER CoStock6,644$85.0 萬0.4%−500−7.0%減碼歷史
TRMBTrimble Inc.COM14,521$84.6 萬0.4%+800+5.8%加碼歷史
HLIOHelios Technologies, Inc.COM12,379$82.0 萬0.3%−200−1.6%減碼歷史
KAIKadant IncCOM4,328$78.9 萬0.3%−100−2.3%減碼歷史
ABTAbbott LaboratoriesStock7,011$76.2 萬0.3%00.0%不變歷史
CWTCalifornia Water Service GroupCOM13,385$74.4 萬0.3%00.0%不變歷史
SCHWSchwab Charles CorpStock11,530$72.8 萬0.3%−125−1.1%減碼歷史
PFEPfizer IncStock13,762$72.2 萬0.3%−270−1.9%減碼歷史
WTRGEssential Utilities, Inc.COM15,326$70.3 萬0.3%00.0%不變歷史
BRK.BBerkshire Hathaway IncStock2,559$69.9 萬0.3%−62−2.4%減碼歷史
SPYSPDR S&P 500 ETF TrustETF1,800$67.9 萬0.3%00.0%不變歷史
iShares Tr46428743220 YR TR BD ETF5,750$66.1 萬0.3%+3,000+109.1%加碼–
TXNTexas Instruments IncStock4,123$63.3 萬0.3%−50−1.2%減碼歷史
NEENextera Energy IncStock7,980$61.8 萬0.3%−14−0.2%減碼歷史
UNHUnitedHealth Group IncStock1,189$61.1 萬0.3%00.0%不變歷史
MMM3M CoStock4,668$60.4 萬0.3%−163−3.4%減碼歷史
PLDPrologis, Inc.REIT5,129$60.3 萬0.3%00.0%不變歷史
TSCOTractor Supply CoCOM3,057$59.3 萬0.2%00.0%不變歷史
GOOGAlphabet Inc.Stock257$56.2 萬0.2%00.0%不變歷史
AAgilent Technologies, Inc.COM4,427$52.6 萬0.2%00.0%不變歷史
XRAYDentsply Sirona Inc.Stock13,945$49.8 萬0.2%−63,476−82.0%減碼歷史
WLYJohn Wiley & Sons, Inc.CL A9,765$46.6 萬0.2%−5,325−35.3%減碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF9,545$45.6 萬0.2%−19,855−67.5%減碼–
SYYSysco CorpStock5,225$44.3 萬0.2%−925−15.0%減碼歷史
PAYXPaychex IncStock3,883$44.2 萬0.2%00.0%不變歷史
AGIAlamos Gold IncStock63,000$44.2 萬0.2%+16,200+34.6%加碼歷史
AXPAmerican Express CoStock3,132$43.4 萬0.2%−100−3.1%減碼歷史
INTCIntel CorpStock11,255$42.1 萬0.2%−420−3.6%減碼歷史
DISWalt Disney CoStock4,394$41.5 萬0.2%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock8,970$41.0 萬0.2%+1,257+16.3%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR5,900$39.0 萬0.2%−187−3.1%減碼歷史
AFLAflac IncStock6,957$38.5 萬0.2%00.0%不變歷史
XOMExxonMobil Holdings CorpCOM4,480$38.4 萬0.2%−160−3.4%減碼歷史
HUBBHubbell IncCOM2,145$38.3 萬0.2%00.0%不變歷史
TGTTarget CorpStock2,686$37.9 萬0.2%+160+6.3%加碼歷史
HIWHighwoods Properties, Inc.COM10,895$37.2 萬0.2%−10,129−48.2%減碼歷史
KOCoca Cola CoStock5,851$36.8 萬0.2%−40−0.7%減碼歷史
GPCGenuine Parts CoStock2,655$35.3 萬0.1%−100−3.6%減碼歷史
ORLYO Reilly Automotive IncStock550$34.7 萬0.1%00.0%不變歷史
Schwab Strategic Tr808524862SHT TM US TRES7,000$34.4 萬0.1%+7,000新進–
ALCAlcon IncStock4,785$33.4 萬0.1%−635−11.7%減碼歷史

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。

Clean Yield Group 在 2022 年第 2 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$162.2 萬–

2022 年第 1 季之後清倉（69 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Clean Yield Group 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
VanEck Vectors ETF Tr92189H508MUNI ALOCATN ETF6,215$14.1 萬0.1%–
Barrick Gold Corp067901108COM5,500$13.5 萬<0.1%–
CERNCERNER CorpCOM1,250$11.7 萬<0.1%歷史
iShares Core S&P US Value ETF464287663ETF1,294$9.80 萬<0.1%–
Vanguard BD Index FDS921937793LONG TERM BOND582$5.30 萬<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF800$4.40 萬<0.1%–
JPCNuveen Preferred & Income Opportunities FundCOM5,000$4.30 萬<0.1%歷史
JFRNuveen Floating Rate Income FundCOM3,500$3.50 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF225$3.10 萬<0.1%–
INGRIngredion IncCOM320$2.80 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA226$2.30 萬<0.1%–
iShares Tr46434V613CORE UNIVRSL USD436$2.20 萬<0.1%–
SIVBSVB Financial GroupCOM25$1.40 萬<0.1%歷史
Schwab US Aggregate Bond ETF808524839ETF250$1.30 萬<0.1%–
iShares U.S. Treasury Bond ETF46429B267ETF477$1.20 萬<0.1%–
ROKRockwell Automation, IncStock43$1.20 萬<0.1%歷史
ILMNIllumina, Inc.COM35$1.20 萬<0.1%歷史
CBRECbre Group, Inc.CL A121$1.10 萬<0.1%歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP222$1.00 萬<0.1%–
iShares Tr464288877EAFE VALUE ETF201$1.00 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB447$9,000<0.1%–
LINLinde PLCSHS27$9,000<0.1%歷史
VFCV F CorpStock147$8,000<0.1%歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF298$8,000<0.1%–
WSTWest Pharmaceutical Services IncCOM20$8,000<0.1%歷史
Schwab International Equity ETF808524805ETF190$7,000<0.1%–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB324$7,000<0.1%–
LTCLTC Properties IncREIT150$6,000<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF125$6,000<0.1%–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF124$5,000<0.1%–
iShares Tr464288885EAFE GRWTH ETF53$5,000<0.1%–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB240$5,000<0.1%–
MUMicron Technology IncStock50$4,000<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF45$4,000<0.1%–
HLIHoulihan Lokey, Inc.CL A50$4,000<0.1%歷史
iShares Tr46435G474FALN ANGLS USD147$4,000<0.1%–
iShares Inc46434G863ESG AWR MSCI EM109$4,000<0.1%–
SWKStanley Black & Decker, Inc.COM30$4,000<0.1%歷史
iShares Tr46434VAX8IBONDS DEC23 ETF170$4,000<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF25$3,000<0.1%–
TTDTrade Desk, Inc.Stock40$3,000<0.1%歷史
KLACKLA CorpCOM NEW7$3,000<0.1%歷史
CMECME Group Inc.COM11$3,000<0.1%歷史
VOYAVoya Financial, Inc.COM40$3,000<0.1%歷史
iShares Tr464287796U.S. ENERGY ETF69$3,000<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF28$3,000<0.1%–
iShares Tr46428865310-20 YR TRS ETF20$3,000<0.1%–
VLOValero Energy CorpStock17$2,000<0.1%歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF28$2,000<0.1%–
TMUST-Mobile US, Inc.Stock13$2,000<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock8$2,000<0.1%歷史
BSXBoston Scientific CorpStock50$2,000<0.1%歷史
ELEstee Lauder Companies IncCL A6$2,000<0.1%歷史
SYFSynchrony FinancialCOM60$2,000<0.1%歷史
iShares Tr46432F388MSCI USA VALUE20$2,000<0.1%–
LYVLive Nation Entertainment, Inc.COM19$2,000<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM20$2,000<0.1%歷史
ALGNAlign Technology IncCOM5$2,000<0.1%歷史
iShares Tr464287291GLOBAL TECH ETF37$2,000<0.1%–
STXSeagate Technology Holdings plcORD SHS19$2,000<0.1%歷史
SPGSimon Property Group Inc.REIT5$1,000<0.1%歷史
iShares Global Clean Energy ETF464288224ETF33$1,000<0.1%–
EXCExelon CorpStock20$1,000<0.1%歷史
SRESempraStock7$1,000<0.1%歷史
FMCFMC CorpCOM NEW4$1,000<0.1%歷史
DDOGDatadog, Inc.CL A COM6$1,000<0.1%歷史
EQIXEquinix IncCOM2$1,000<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS10$1,000<0.1%歷史
CEGConstellation Energy CorpStock6$00.0%歷史