Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/31 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 453
- 較 2022 年第 3 季 −13
- 總值
- $2.33 億
- 較 2022 年第 3 季 +$2,012 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KMBKimberly Clark Corp | Stock | 1,022 | $13.9 萬 | 0.1% | −365−26.3% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 566 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 397 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,127 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $15.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,670 | $15.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,952 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 662 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LKFNLakeland Financial Corp | COM | 2,250 | $16.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,634 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 976 | $16.6 萬 | 0.1% | −120−10.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,005 | $16.8 萬 | 0.1% | −295−12.8% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 900 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,570 | $17.0 萬 | 0.1% | +1,570 | 新進 | – |
| CVXChevron Corp | Stock | 953 | $17.1 萬 | 0.1% | +110+13.0% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 3,630 | $17.6 萬 | 0.1% | −11,652−76.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 908 | $18.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 869 | $18.5 萬 | 0.1% | +66+8.2% | 加碼 | – |
| AYIAcuity Inc. (DE) | Stock | 1,120 | $18.5 萬 | 0.1% | −60−5.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,208 | $19.0 萬 | 0.1% | +416+52.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 720 | $19.2 萬 | 0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 1,131 | $19.7 萬 | 0.1% | +10+0.9% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,975 | $19.7 萬 | 0.1% | +15+0.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 938 | $20.1 萬 | 0.1% | +938 | 新進 | – |
| SLViShares Silver Trust | ETF | 9,805 | $21.6 萬 | 0.1% | −18,500−65.4% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 923 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,752 | $21.8 萬 | 0.1% | +300+20.7% | 加碼 | – |
| TAT&T Inc. | Stock | 12,307 | $22.7 萬 | 0.1% | +253+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,634 | $22.9 萬 | 0.1% | +79+5.1% | 加碼 | – |
| WATWaters Corp | COM | 670 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 888 | $23.6 萬 | 0.1% | −60−6.3% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,930 | $23.6 萬 | 0.1% | −12−0.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 2,031 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,590 | $23.9 萬 | 0.1% | −6,675−59.3% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,320 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,976 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 703 | $24.4 萬 | 0.1% | −17−2.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,750 | $24.8 萬 | 0.1% | +150+9.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,963 | $24.8 萬 | 0.1% | +97+3.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,256 | $26.0 萬 | 0.1% | −292−18.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,780 | $26.0 萬 | 0.1% | −56−3.1% | 減碼 | 歷史 |
| ELMEElme Communities | SH BEN INT | 14,655 | $26.1 萬 | 0.1% | −136,488−90.3% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,000 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,166 | $27.0 萬 | 0.1% | +66+6.0% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,000 | $27.3 萬 | 0.1% | +12,000 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 641 | $29.3 萬 | 0.1% | −11−1.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,156 | $29.4 萬 | 0.1% | +90+2.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 11,534 | $30.5 萬 | 0.1% | −221−1.9% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 215 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,361 | $31.7 萬 | 0.1% | +644+37.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,408 | $31.7 萬 | 0.1% | +482+12.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,617 | $32.2 萬 | 0.1% | −75−4.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,063 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,156 | $35.6 萬 | 0.2% | +19+1.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,416 | $37.3 萬 | 0.2% | +216+18.0% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,267 | $39.3 萬 | 0.2% | −388−14.6% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $40.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,686 | $40.0 萬 | 0.2% | −27−1.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,325 | $40.2 萬 | 0.2% | +614+10.8% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $40.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 8,865 | $40.4 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 4,694 | $40.8 萬 | 0.2% | +279+6.3% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 5,335 | $40.8 萬 | 0.2% | +110+2.1% | 加碼 | 歷史 |
| KRCKilroy Realty Corp | COM | 11,080 | $42.8 萬 | 0.2% | −39,773−78.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,883 | $44.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 3,132 | $46.3 萬 | 0.2% | −35−1.1% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 550 | $46.4 萬 | 0.2% | −10−1.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,346 | $47.4 萬 | 0.2% | +146+2.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 6,957 | $50.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 4,463 | $53.5 萬 | 0.2% | −80−1.8% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 2,283 | $53.6 萬 | 0.2% | +138+6.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,998 | $55.1 萬 | 0.2% | +401+8.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,060 | $55.4 萬 | 0.2% | +234+1.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,060 | $57.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 2,859 | $64.3 萬 | 0.3% | −210−6.8% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 8,409 | $66.2 萬 | 0.3% | −491−5.5% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,427 | $66.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 12,379 | $67.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,121 | $68.1 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 14,950 | $71.4 萬 | 0.3% | −376−2.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,900 | $72.7 萬 | 0.3% | +100+5.6% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 14,521 | $73.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KAIKadant Inc | COM | 4,140 | $73.5 萬 | 0.3% | −188−4.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,810 | $73.7 萬 | 0.3% | +830+10.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,640 | $75.0 萬 | 0.3% | +628+4.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,011 | $77.0 萬 | 0.3% | −26−0.4% | 減碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 13,385 | $81.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,127 | $82.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UMPQUmpqua Holdings Corp | COM | 50,418 | $90.0 萬 | 0.4% | −5,000−9.0% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,400 | $93.6 萬 | 0.4% | +1,450+18.2% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 11,330 | $94.3 萬 | 0.4% | −314−2.7% | 減碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 6,018 | $94.5 萬 | 0.4% | −244−3.9% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 205,495 | $95.3 萬 | 0.4% | −79,732−28.0% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 6,464 | $102.4 萬 | 0.4% | −180−2.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,728 | $103.5 萬 | 0.4% | +768+7.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,113 | $112.0 萬 | 0.5% | +907+75.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 26,314 | $114.8 萬 | 0.5% | +370+1.4% | 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 | $2,103 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $666 | – |
2022 年第 3 季之後清倉（47 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTXSCitrix Systems Inc | COM | 2,095 | $21.8 萬 | 0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 3,098 | $14.9 萬 | 0.1% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,538 | $4.50 萬 | <0.1% | – |
| New Gold Inc Cda644535106 | COM | 47,000 | $4.10 萬 | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 142 | $3.10 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 69 | $1.80 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 300 | $1.60 萬 | <0.1% | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,072 | $1.30 萬 | <0.1% | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 100 | $1.30 萬 | <0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 175 | $8,000 | <0.1% | – |
| FISFidelity National Information Services, Inc. | Stock | 75 | $6,000 | <0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 70 | $6,000 | <0.1% | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 500 | $5,000 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 17 | $4,000 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 45 | $4,000 | <0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 14 | $4,000 | <0.1% | 歷史 |
| DREDuke Realty Corp | COM NEW | 81 | $4,000 | <0.1% | 歷史 |
| CLBCore Laboratories Inc. | COM | 262 | $4,000 | <0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 23 | $3,000 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 24 | $3,000 | <0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 9 | $3,000 | <0.1% | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 145 | $3,000 | <0.1% | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 18 | $3,000 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 20 | $2,000 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 50 | $2,000 | <0.1% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 31 | $2,000 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 14 | $2,000 | <0.1% | 歷史 |
| LKQLKQ Corp | COM | 34 | $2,000 | <0.1% | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 16 | $2,000 | <0.1% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 33 | $2,000 | <0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 15 | $2,000 | <0.1% | 歷史 |
| TTEKTetra Tech Inc | COM | 14 | $2,000 | <0.1% | 歷史 |
| ALEXAlexander & Baldwin, Inc. | COM | 117 | $2,000 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 6 | $2,000 | <0.1% | 歷史 |
| LHCGLHC Group, Inc | COM | 12 | $2,000 | <0.1% | 歷史 |
| STORStore Capital LLC | COM | 78 | $2,000 | <0.1% | 歷史 |
| ZENZendesk, Inc. | COM | 22 | $2,000 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 6 | $1,000 | <0.1% | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 77 | $1,000 | <0.1% | 歷史 |
| ROGRogers Corp | COM | 6 | $1,000 | <0.1% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 10 | $1,000 | <0.1% | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 44 | $1,000 | <0.1% | 歷史 |
| BLKBBlackbaud Inc | COM | 19 | $1,000 | <0.1% | 歷史 |
| ALGMAllegro Microsystems, Inc. | COM | 48 | $1,000 | <0.1% | 歷史 |
| EGPEastgroup Properties Inc | COM | 9 | $1,000 | <0.1% | 歷史 |
| MANManpowerGroup Inc. | COM | 11 | $1,000 | <0.1% | 歷史 |
| AKRAcadia Realty Trust | COM SH BEN INT | 37 | $0 | 0.0% | 歷史 |