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 |
|---|---|---|---|---|---|---|---|
| Vanguard Health Care ETF92204A504 | ETF | 300 | $6.70 萬 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 378 | $6.70 萬 | <0.1% | +12+3.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 456 | $6.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 798 | $6.40 萬 | <0.1% | −542−40.4% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WIAWestern Asset Inflation-Linked Income Fund | COM SH BEN INT | 7,000 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 1,026 | $6.00 萬 | <0.1% | +63+6.5% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 150 | $6.00 萬 | <0.1% | −10−6.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 383 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BHBBar Harbor Bankshares | COM | 2,100 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 153 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 328 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 500 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 400 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 625 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 516 | $5.30 萬 | <0.1% | −55−9.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 500 | $5.20 萬 | <0.1% | −94−15.8% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 160 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 456 | $4.90 萬 | <0.1% | +121+36.1% | 加碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 556 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| PFGPrincipal Financial Group Inc | COM | 659 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 406 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 915 | $4.60 萬 | <0.1% | +100+12.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,538 | $4.50 萬 | <0.1% | −2,000−56.5% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 273 | $4.50 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| AMATApplied Materials Inc | Stock | 552 | $4.50 萬 | <0.1% | −100−15.3% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 1,225 | $4.50 萬 | <0.1% | −210−14.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $4.30 萬 | <0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 5,350 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 85 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 166 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NARIInari Medical, Inc. | Stock | 568 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AROWArrow Financial Corp | COM | 1,416 | $4.10 萬 | <0.1% | +41+3.0% | 加碼 | 歷史 |
| New Gold Inc Cda644535106 | COM | 47,000 | $4.10 萬 | <0.1% | −17,000−26.6% | 減碼 | – |
| DOWDow Inc. | Stock | 915 | $4.00 萬 | <0.1% | +100+12.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 245 | $4.00 萬 | <0.1% | +33+15.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 471 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 1,500 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 566 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 763 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 351 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $3.70 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 135 | $3.60 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| CECelanese Corp | Stock | 400 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 253 | $3.40 萬 | <0.1% | +23+10.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 374 | $3.30 萬 | <0.1% | +50+15.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 118 | $3.20 萬 | <0.1% | +11+10.3% | 加碼 | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 3,500 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 696 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 69 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 75 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 80 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPPWPP plc | ADR | 754 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 142 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 1,129 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AGIAlamos Gold Inc | Stock | 4,000 | $3.00 萬 | <0.1% | −59,000−93.7% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 510 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 600 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 787 | $2.80 萬 | <0.1% | +27+3.6% | 加碼 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 210 | $2.70 萬 | <0.1% | +10+5.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 301 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| 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 |
| HOLXHologic Inc | COM | 375 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 75 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| CBUCommunity Financial System, Inc. | COM | 246 | $1.50 萬 | <0.1% | 00.0% | 不變 | 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% | – |