Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/31 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 466
- 較 2022 年第 2 季 +46
- 總值
- $2.13 億
- 較 2022 年第 2 季 −$2,762 萬 (−11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Tidal Trust I886364876 | ADASINA SOCIAL | 320 | $4,000 | <0.1% | 00.0% | 不變 | – |
| DREDuke Realty Corp | COM NEW | 81 | $4,000 | <0.1% | +81 | 新進 | 歷史 |
| CLBCore Laboratories Inc. | COM | 262 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 53 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 72 | $5,000 | <0.1% | +72 | 新進 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 500 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 35 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $5,000 | <0.1% | +25 | 新進 | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 139 | $5,000 | <0.1% | +139 | 新進 | 歷史 |
| HASHasbro, Inc. | COM | 74 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 27 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 50 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MFVMFS Special Value Trust | SH BEN INT | 1,325 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32 | $6,000 | <0.1% | 00.0% | 不變 | – |
| FISFidelity National Information Services, Inc. | Stock | 75 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VNTVontier Corp | Stock | 385 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 702 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 70 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 249 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $6,000 | <0.1% | +200 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 8 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 58 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 221 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 46 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 702 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 49 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 113 | $8,000 | <0.1% | +55+94.8% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 175 | $8,000 | <0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 300 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 115 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 450 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 100 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 136 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CGCCanopy Growth Corp | COM | 3,300 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 3,400 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 96 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 36 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 118 | $1.00 萬 | <0.1% | −32−21.3% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 54 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 240 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 175 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 153 | $1.10 萬 | <0.1% | +1+0.7% | 加碼 | – |
| BACBank of America Corp | Stock | 379 | $1.10 萬 | <0.1% | −175−31.6% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 225 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 155 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NYTNew York Times Co | CL A | 414 | $1.20 萬 | <0.1% | +40+10.7% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 280 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 200 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,072 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 80 | $1.30 萬 | <0.1% | +13+19.4% | 加碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 100 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| BYNDBeyond Meat, Inc. | COM | 930 | $1.30 萬 | <0.1% | +500+116.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 252 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| AONAon plc | CL A | 51 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AQUAEvoqua Water Technologies Corp. | COM | 425 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 246 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 51 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $1.50 萬 | <0.1% | +2,100 | 新進 | 歷史 |
| DEDeere & Co | Stock | 47 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 300 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 110 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 550 | $1.60 萬 | <0.1% | −25−4.3% | 減碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| LPLALPL Financial Holdings Inc. | COM | 75 | $1.60 萬 | <0.1% | +12+19.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 250 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 150 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 120 | $1.70 萬 | <0.1% | +34+39.5% | 加碼 | 歷史 |
| CRONCronos Group Inc. | COM | 6,000 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 69 | $1.80 萬 | <0.1% | −102−59.6% | 減碼 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 50 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 309 | $1.90 萬 | <0.1% | +67+27.7% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 245 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 312 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 140 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLHecla Mining Co | COM | 5,000 | $2.00 萬 | <0.1% | −10,500−67.7% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 119 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 108 | $2.00 萬 | <0.1% | −1,325−92.5% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 114 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 81 | $2.10 萬 | <0.1% | +12+17.4% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 300 | $2.10 萬 | <0.1% | +200+200.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 120 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMBCEmbecta Corp. | Stock | 773 | $2.20 萬 | <0.1% | −597−43.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 400 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 50 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 75 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| BAXBaxter International Inc | Stock | 450 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 2,062 | $2.40 萬 | <0.1% | −677−24.7% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 100 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 900 | $2.40 萬 | <0.1% | +100+12.5% | 加碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 268 | $2.40 萬 | <0.1% | +101+60.5% | 加碼 | 歷史 |
選擇權（2 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 | $224.9 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $53.5 萬 | – |
2022 年第 2 季之後清倉（28 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GSKGSK plc | SPONSORED ADR | 208,708 | $908.5 萬 | 3.8% | 歷史 |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 152,607 | $425.9 萬 | 1.8% | – |
| CDECoeur Mining, Inc. | COM NEW | 43,500 | $13.2 萬 | 0.1% | 歷史 |
| AEA-Bridges Impact Corp.G01046104 | SHS CL A | 12,000 | $11.9 萬 | <0.1% | – |
| ACCAmerican Campus Communities Inc | COM | 1,500 | $9.70 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 1,000 | $6.00 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 870 | $3.60 萬 | <0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 555 | $3.30 萬 | <0.1% | – |
| PAASPan American Silver Corp | Stock | 1,700 | $3.30 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 440 | $3.00 萬 | <0.1% | 歷史 |
| NPVNuveen Virginia Quality Municipal Income Fund | COM | 2,150 | $2.70 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 40 | $2.40 萬 | <0.1% | 歷史 |
| CDKCDK Global, Inc. | COM | 257 | $1.40 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 155 | $1.30 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 729 | $1.30 萬 | <0.1% | 歷史 |
| BRCNFBurcon NutraScience Corp | COM | 30,600 | $1.20 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 233 | $1.10 萬 | <0.1% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 101 | $7,000 | <0.1% | – |
| OPKOpko Health, Inc. | COM | 2,500 | $6,000 | <0.1% | 歷史 |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 41 | $5,000 | <0.1% | – |
| TEAMAtlassian Corp | CL A | 25 | $5,000 | <0.1% | 歷史 |
| PENGPenguin Solutions, Inc. | SHS | 324 | $5,000 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 40 | $4,000 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 14 | $3,000 | <0.1% | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 60 | $2,000 | <0.1% | – |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 100 | $2,000 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 29 | $1,000 | <0.1% | – |
| AEA-Bridges Impact Corp.G01046120 | UNIT 99/99/9999 | 100 | $1,000 | <0.1% | – |