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Livermore
Livermore
中文EN

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
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF650$5.90 萬<0.1%00.0%不變–
NEMNEWMONT CorpStock1,000$6.00 萬<0.1%+1,000新進歷史
ROPRoper Technologies IncStock153$6.00 萬<0.1%00.0%不變歷史
PNCPNC Financial Services Group, Inc.Stock383$6.00 萬<0.1%−69−15.3%減碼歷史
EBAYeBay IncCOM1,435$6.00 萬<0.1%00.0%不變歷史
HLHecla Mining CoCOM15,500$6.10 萬<0.1%+10,500+210.0%加碼歷史
iShares Tr464288414NATIONAL MUN ETF571$6.10 萬<0.1%−1,597−73.7%減碼–
FDSFactset Research Systems IncStock160$6.20 萬<0.1%00.0%不變歷史
DLTRDollar Tree, Inc.COM400$6.20 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF594$6.80 萬<0.1%−28−4.5%減碼–
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT7,000$6.80 萬<0.1%−8,000−53.3%減碼歷史
New Gold Inc Cda644535106COM64,000$6.80 萬<0.1%+16,000+33.3%加碼–
STZConstellation Brands, Inc.Stock300$7.00 萬<0.1%00.0%不變歷史
Vanguard Health Care ETF92204A504ETF300$7.10 萬<0.1%00.0%不變–
UTHRUnited Therapeutics CorpCOM300$7.10 萬<0.1%00.0%不變歷史
VVisa Inc.Stock366$7.20 萬<0.1%−27−6.9%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF800$7.40 萬<0.1%−33−4.0%減碼–
CRMSalesforce, Inc.Stock456$7.50 萬<0.1%+61+15.4%加碼歷史
MASMasco CorpCOM1,500$7.60 萬<0.1%00.0%不變歷史
YUMYum Brands IncStock680$7.70 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM633$7.70 萬<0.1%−158−20.0%減碼歷史
CARRCarrier Global CorpStock2,259$8.10 萬<0.1%00.0%不變歷史
AVYAvery Dennison CorpCOM504$8.20 萬<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,200$8.40 萬<0.1%00.0%不變–
VRTXVertex Pharmaceuticals IncStock300$8.50 萬<0.1%00.0%不變歷史
PPGPPG Industries IncStock756$8.60 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock2,133$8.90 萬<0.1%00.0%不變歷史
WOLFWolfspeed, Inc.Stock1,400$8.90 萬<0.1%00.0%不變歷史
NXPNuveen Select Tax Free Income PortfolioSH BEN INT6,544$9.00 萬<0.1%+63+1.0%加碼歷史
NUWNuveen AMT-Free Municipal Value FundCOM6,338$9.00 萬<0.1%+51+0.8%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,769$9.10 萬<0.1%+15+0.9%加碼–
IFFInternational Flavors & Fragrances IncCOM810$9.60 萬<0.1%00.0%不變歷史
ACCAmerican Campus Communities IncCOM1,500$9.70 萬<0.1%−150−9.1%減碼歷史
First Rep BK San Francisco C33616C100COM672$9.70 萬<0.1%00.0%不變–
EMREmerson Electric CoStock1,234$9.80 萬<0.1%−200−13.9%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE3,095$9.90 萬<0.1%00.0%不變–
TNCTennant CoCOM1,666$9.90 萬<0.1%−250−13.0%減碼歷史
CVXChevron CorpStock693$10.0 萬<0.1%−213−23.5%減碼歷史
iShares Russell 2000 ETF464287655ETF600$10.2 萬<0.1%00.0%不變–
PYPLPayPal Holdings, Inc.Stock1,455$10.2 萬<0.1%−35−2.3%減碼歷史
Global X FDS37954Y848GLOBAL X SILVER3,945$10.2 萬<0.1%00.0%不變–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF3,538$10.5 萬<0.1%−300−7.8%減碼–
HPQHP IncStock3,200$10.5 萬<0.1%00.0%不變歷史
MARMarriott International IncStock791$10.8 萬<0.1%−4−0.5%減碼歷史
SHWSherwin Williams CoCOM483$10.8 萬<0.1%−12−2.4%減碼歷史
WFCWells Fargo & CompanyStock2,848$11.2 萬<0.1%00.0%不變歷史
AREAlexandria Real Estate Equities, Inc.COM795$11.5 萬<0.1%+135+20.5%加碼歷史
FITBFifth Third BancorpCOM3,456$11.6 萬<0.1%−333−8.8%減碼歷史
iShares Tr46435G326CORE MSCI INTL2,185$11.7 萬<0.1%00.0%不變–
WORWorthington Enterprises, Inc.COM2,650$11.7 萬<0.1%00.0%不變歷史
AEA-Bridges Impact Corp.G01046104SHS CL A12,000$11.9 萬<0.1%00.0%不變–
MDTMedtronic plcStock1,340$12.0 萬<0.1%00.0%不變歷史
EMNEastman Chemical CoStock1,335$12.0 萬<0.1%00.0%不變歷史
BTZBlackRock Credit Allocation Income TrustCOM11,000$12.0 萬<0.1%00.0%不變歷史
WMWaste Management IncStock792$12.1 萬0.1%00.0%不變歷史
CPTCamden Property TrustREIT910$12.2 萬0.1%−75−7.6%減碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF4,470$12.2 萬0.1%00.0%不變–
MCHPMicrochip Technology IncStock2,127$12.4 萬0.1%00.0%不變歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM10,732$12.6 萬0.1%+136+1.3%加碼歷史
NSCNorfolk Southern CorpStock566$12.9 萬0.1%00.0%不變歷史
CDECoeur Mining, Inc.COM NEW43,500$13.2 萬0.1%+25,000+135.1%加碼歷史
IDAIdacorp IncCOM1,270$13.5 萬0.1%00.0%不變歷史
ORCLOracle CorpStock1,952$13.6 萬0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF1,849$14.2 萬0.1%+1,849新進–
MCKMcKesson CorpStock445$14.5 萬0.1%00.0%不變歷史
IRMIron Mountain IncCOM3,000$14.6 萬0.1%00.0%不變歷史
LKFNLakeland Financial CorpCOM2,250$14.9 萬0.1%−145−6.1%減碼歷史
TRVTravelers Companies, Inc.Stock900$15.2 萬0.1%−92−9.3%減碼歷史
RTXRTX CorpStock1,634$15.7 萬0.1%−41−2.4%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,931$15.8 萬0.1%−11−0.6%減碼歷史
ANSSAnsys IncCOM662$15.8 萬0.1%00.0%不變歷史
OGNOrganon & Co.Stock4,732$16.0 萬0.1%+3,841+431.1%加碼歷史
KMXCarMax IncCOM1,765$16.0 萬0.1%00.0%不變歷史
WYWeyerhaeuser CoCOM NEW4,896$16.2 萬0.1%00.0%不變歷史
WECWec Energy Group, Inc.Stock1,670$16.8 萬0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF908$17.9 萬0.1%00.0%不變–
Vanguard Morningstar Growth ETF922908736ETF803$17.9 萬0.1%00.0%不變–
FDXFedEx CorpStock795$18.0 萬0.1%00.0%不變歷史
GEGeneral Electric CoStock2,866$18.2 萬0.1%00.0%不變歷史
AYIAcuity Inc. (DE)Stock1,195$18.4 萬0.1%−530−30.7%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,452$18.5 萬0.1%−100−6.4%減碼–
KMBKimberly Clark CorpStock1,387$18.7 萬0.1%00.0%不變歷史
GLDSPDR Gold TrustETF1,110$18.7 萬0.1%00.0%不變歷史
WMTWalmart Inc.Stock1,550$18.8 萬0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock1,717$19.3 萬0.1%+278+19.3%加碼歷史
NEOGNeogen CorpCOM8,066$19.4 萬0.1%00.0%不變歷史
WTSWatts Water Technologies IncCL A1,596$19.6 萬0.1%00.0%不變歷史
VITLVital Farms, Inc.COM22,616$19.8 萬0.1%−99,861−81.5%減碼歷史
Invesco QQQ Trust Series I46090E103ETF720$20.2 萬0.1%00.0%不變–
CTXSCitrix Systems IncCOM2,095$20.4 萬0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock1,121$20.5 萬0.1%−250−18.2%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,098$20.5 萬0.1%−3,000−42.3%減碼–
RNRRenaissancere Holdings LtdCOM1,320$20.6 萬0.1%00.0%不變歷史
NKENIKE, Inc.Stock2,031$20.8 萬0.1%−12−0.6%減碼歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA4,295$21.1 萬0.1%+4,295新進–
LHLabcorp Holdings Inc.COM NEW923$21.6 萬0.1%+64+7.5%加碼歷史
MAMastercard IncStock703$22.2 萬0.1%−11−1.5%減碼歷史
WATWaters CorpCOM670$22.2 萬0.1%00.0%不變歷史
HSYHershey CoCOM1,100$23.7 萬0.1%00.0%不變歷史
AMZNAmazon Com IncStock2,300$24.4 萬0.1%−340−12.9%減碼依 20 比 1 拆股換算歷史

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