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 |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 2,361 | $31.7 萬 | 0.1% | +644+37.5% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 215 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 11,534 | $30.5 萬 | 0.1% | −221−1.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,156 | $29.4 萬 | 0.1% | +90+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 641 | $29.3 萬 | 0.1% | −11−1.7% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,000 | $27.3 萬 | 0.1% | +12,000 | 新進 | – |
| HSYHershey Co | COM | 1,166 | $27.0 萬 | 0.1% | +66+6.0% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,000 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELMEElme Communities | SH BEN INT | 14,655 | $26.1 萬 | 0.1% | −136,488−90.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,780 | $26.0 萬 | 0.1% | −56−3.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,256 | $26.0 萬 | 0.1% | −292−18.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,963 | $24.8 萬 | 0.1% | +97+3.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,750 | $24.8 萬 | 0.1% | +150+9.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 703 | $24.4 萬 | 0.1% | −17−2.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,976 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,320 | $24.3 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 |
| NKENIKE, Inc. | Stock | 2,031 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,930 | $23.6 萬 | 0.1% | −12−0.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 888 | $23.6 萬 | 0.1% | −60−6.3% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 670 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,634 | $22.9 萬 | 0.1% | +79+5.1% | 加碼 | – |
| TAT&T Inc. | Stock | 12,307 | $22.7 萬 | 0.1% | +253+2.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,752 | $21.8 萬 | 0.1% | +300+20.7% | 加碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 923 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLViShares Silver Trust | ETF | 9,805 | $21.6 萬 | 0.1% | −18,500−65.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 938 | $20.1 萬 | 0.1% | +938 | 新進 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,975 | $19.7 萬 | 0.1% | +15+0.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,131 | $19.7 萬 | 0.1% | +10+0.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 720 | $19.2 萬 | 0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 1,208 | $19.0 萬 | 0.1% | +416+52.5% | 加碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 1,120 | $18.5 萬 | 0.1% | −60−5.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 869 | $18.5 萬 | 0.1% | +66+8.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 908 | $18.5 萬 | 0.1% | 00.0% | 不變 | – |
| SNYSanofi | SPONSORED ADR | 3,630 | $17.6 萬 | 0.1% | −11,652−76.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 953 | $17.1 萬 | 0.1% | +110+13.0% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,570 | $17.0 萬 | 0.1% | +1,570 | 新進 | – |
| TRVTravelers Companies, Inc. | Stock | 900 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,005 | $16.8 萬 | 0.1% | −295−12.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 976 | $16.6 萬 | 0.1% | −120−10.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,634 | $16.5 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 |
| ANSSAnsys Inc | COM | 662 | $16.0 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 |
| WECWec Energy Group, Inc. | Stock | 1,670 | $15.7 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 |
| IRMIron Mountain Inc | COM | 3,000 | $15.0 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 |
| MCKMcKesson Corp | Stock | 397 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 566 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 1,022 | $13.9 萬 | 0.1% | −365−26.3% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 1,270 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,800 | $13.2 萬 | 0.1% | +2,800 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 1,910 | $13.1 萬 | 0.1% | −75−3.8% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,349 | $13.0 萬 | 0.1% | +115+9.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 745 | $12.9 萬 | 0.1% | −50−6.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $12.8 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 3,091 | $12.8 萬 | 0.1% | +243+8.5% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.5 萬 | 0.1% | +99+0.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,638 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| NEOGNeogen Corp | COM | 8,066 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 15,110 | $12.1 萬 | 0.1% | −38,688−71.9% | 減碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,442 | $12.0 萬 | 0.1% | −1,153−32.1% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,200 | $11.5 萬 | <0.1% | −2,300−65.7% | 減碼 | – |
| SHWSherwin Williams Co | COM | 483 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,456 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 765 | $11.1 萬 | <0.1% | −115−13.1% | 減碼 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 3,945 | $11.1 萬 | <0.1% | 00.0% | 不變 | – |
| EMNEastman Chemical Co | Stock | 1,335 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,765 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,508 | $10.7 萬 | <0.1% | −19−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 600 | $10.5 萬 | <0.1% | 00.0% | 不變 | – |
| CPTCamden Property Trust | REIT | 923 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 691 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 1,666 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VITLVital Farms, Inc. | COM | 6,750 | $10.1 萬 | <0.1% | −4,252−38.6% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 1,425 | $9.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 3,000 | $9.55 萬 | <0.1% | −2,105−41.2% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 2,259 | $9.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.25 萬 | <0.1% | +45+0.7% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $9.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 965 | $8.83 萬 | <0.1% | +165+20.6% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,797 | $8.80 萬 | <0.1% | +12+0.7% | 加碼 | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $8.75 萬 | <0.1% | +38+0.6% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 680 | $8.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $8.66 萬 | <0.1% | −11−3.5% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $8.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 633 | $8.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $8.50 萬 | <0.1% | +332+279.0% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 810 | $8.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $8.46 萬 | <0.1% | 00.0% | 不變 | – |
| UTHRUnited Therapeutics Corp | COM | 300 | $8.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 8,000 | $8.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 3,100 | $8.03 萬 | <0.1% | +1,600+106.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 800 | $7.57 萬 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 362 | $7.52 萬 | <0.1% | −16−4.2% | 減碼 | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 616 | $7.51 萬 | <0.1% | −56−8.3% | 減碼 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $7.47 萬 | <0.1% | −1,000−32.3% | 減碼 | – |
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 |