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Livermore
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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。

機構總覽
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%)
申報日
2023/1/31
SEC
Clean Yield Group 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TSLATesla, Inc.Stock135$1.66 萬<0.1%00.0%不變歷史
ETSYEtsy IncCOM138$1.65 萬<0.1%00.0%不變歷史
BBYBest Buy Co IncStock200$1.60 萬<0.1%00.0%不變歷史
EMBCEmbecta Corp.Stock633$1.60 萬<0.1%−140−18.1%減碼歷史
BACBank of America CorpStock474$1.57 萬<0.1%+95+25.1%加碼歷史
COFCapital One Financial CorpStock168$1.56 萬<0.1%+115+217.0%加碼歷史
EBCEastern Bankshares, Inc.COM900$1.55 萬<0.1%00.0%不變歷史
STTState Street CorpCOM200$1.55 萬<0.1%00.0%不變歷史
CBUCommunity Financial System, Inc.COM246$1.55 萬<0.1%00.0%不變歷史
AONAon plcCL A51$1.53 萬<0.1%00.0%不變歷史
CRONCronos Group Inc.COM6,000$1.52 萬<0.1%00.0%不變歷史
EXCExelon CorpStock348$1.50 萬<0.1%+348新進歷史
SBACSba Communications CorpCL A51$1.43 萬<0.1%00.0%不變歷史
Vanguard Morningstar Large-Cap ETF922908637ETF82$1.43 萬<0.1%+82新進–
OTISOtis Worldwide CorpStock181$1.42 萬<0.1%−131−42.0%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF252$1.40 萬<0.1%00.0%不變–
METMetlife IncStock193$1.40 萬<0.1%+171+777.3%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF276$1.38 萬<0.1%+276新進–
LPLALPL Financial Holdings Inc.COM63$1.36 萬<0.1%−12−16.0%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF155$1.36 萬<0.1%+2+1.3%加碼–
NYTNew York Times CoCL A414$1.34 萬<0.1%00.0%不變歷史
ESEversource EnergyStock155$1.30 萬<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF375$1.28 萬<0.1%+375新進–
iShares U.S. Medical Devices ETF464288810ETF240$1.26 萬<0.1%00.0%不變–
OXYOccidental Petroleum CorpStock200$1.26 萬<0.1%00.0%不變歷史
iShares Russell Mid-Cap Growth ETF464287481ETF147$1.23 萬<0.1%+147新進–
METAMeta Platforms, Inc.Stock101$1.22 萬<0.1%+61+152.5%加碼歷史
JBHTHunt J B Transport Services IncCOM67$1.17 萬<0.1%−13−16.3%減碼歷史
RSGRepublic Services, Inc.COM90$1.16 萬<0.1%00.0%不變歷史
LULUlululemon athletica inc.Stock36$1.15 萬<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM930$1.14 萬<0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock175$1.13 萬<0.1%00.0%不變歷史
OMCOmnicom Group Inc.COM136$1.11 萬<0.1%00.0%不變歷史
DASHDoorDash, Inc.Stock225$1.10 萬<0.1%00.0%不變歷史
UNBUnion Bankshares IncCOM450$1.05 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock300$1.04 萬<0.1%00.0%不變歷史
LVWRLiveWire Group, Inc.COM2,100$1.02 萬<0.1%00.0%不變歷史
OKEONEOK IncCOM155$1.02 萬<0.1%00.0%不變歷史
ADSKAutodesk, Inc.COM54$1.01 萬<0.1%00.0%不變歷史
CEGConstellation Energy CorpStock116$1.00 萬<0.1%+116新進歷史
TLRYTilray Brands, Inc.COM CL 23,700$9,953<0.1%+300+8.8%加碼歷史
ORAOrmat Technologies, Inc.COM115$9,945<0.1%−3−2.5%減碼歷史
GLWCorning IncCOM300$9,582<0.1%−250−45.5%減碼歷史
ARMKAramarkCOM222$9,176<0.1%+1+0.5%加碼歷史
BPBP PLCADR250$8,733<0.1%00.0%不變歷史
IRWDIronwood Pharmaceuticals IncCOM CL A702$8,698<0.1%00.0%不變歷史
SPOTSpotify Technology S.A.Stock110$8,685<0.1%+10+10.0%加碼歷史
ALKAlaska Air Group, Inc.COM200$8,588<0.1%00.0%不變歷史
DEODiageo PLCSPON ADR NEW48$8,553<0.1%+21+77.8%加碼歷史
PLUGPlug Power IncStock683$8,449<0.1%+233+51.8%加碼歷史
DDominion Energy, IncStock137$8,401<0.1%+137新進歷史
ABNBAirbnb, Inc.Stock96$8,208<0.1%00.0%不變歷史
Vanguard Ftse Emerging Markets ETF922042858ETF204$7,952<0.1%+204新進–
VTRSViatris IncStock702$7,813<0.1%00.0%不變歷史
ZMZoom Communications, Inc.Stock115$7,790<0.1%00.0%不變歷史
CCChemours CoStock249$7,624<0.1%00.0%不變歷史
CGCCanopy Growth CorpCOM3,300$7,623<0.1%00.0%不變歷史
PGRProgressive CorpStock58$7,523<0.1%00.0%不變歷史
VNTVontier CorpStock385$7,442<0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap ETF922908751ETF40$7,342<0.1%+40新進–
NXPINXP Semiconductors N.V.COM46$7,269<0.1%00.0%不變歷史
MASIMasimo CorpCOM49$7,250<0.1%00.0%不變歷史
Alps ETF Tr00162Q858SECTR DIV DOGS130$6,687<0.1%+130新進–
Vanguard Morningstar Total Stock Market ETF922908769ETF32$6,200<0.1%00.0%不變–
LYBLyondellBasell Industries N.V.SHS - A -74$6,144<0.1%+74新進歷史
RHIRobert Half Inc.COM80$5,906<0.1%+80新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM8$5,772<0.1%00.0%不變歷史
PSXPhillips 66Stock55$5,724<0.1%+55新進歷史
MFVMFS Special Value TrustSH BEN INT1,325$5,539<0.1%00.0%不變歷史
AAPAdvance Auto Parts IncCOM35$5,146<0.1%00.0%不變歷史
AMNAmn Healthcare Services IncCOM50$5,141<0.1%00.0%不變歷史
BABoeing CoStock26$4,953<0.1%00.0%不變歷史
iShares Russell Mid-Cap Value ETF464287473ETF47$4,951<0.1%+47新進–
ALLYAlly Financial Inc.Stock200$4,890<0.1%00.0%不變歷史
Tidal Trust I886364876ADASINA SOCIAL323$4,804<0.1%+3+0.9%加碼–
AMEAmetek IncCOM34$4,750<0.1%00.0%不變歷史
ELSEquity Lifestyle Properties IncCOM72$4,651<0.1%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF12$4,611<0.1%00.0%不變–
HASHasbro, Inc.COM74$4,515<0.1%00.0%不變歷史
SYFSynchrony FinancialCOM134$4,403<0.1%+134新進歷史
XYZBlock, Inc.CL A70$4,399<0.1%+10+16.7%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR58$4,320<0.1%−55−48.7%減碼歷史
FRFirst Industrial Realty Trust IncCOM88$4,247<0.1%00.0%不變歷史
AMHAmerican Homes 4 RentCL A139$4,189<0.1%00.0%不變歷史
WELLWelltower Inc.REIT63$4,130<0.1%00.0%不變歷史
APTVAptiv PLCSHS43$4,005<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF69$3,897<0.1%+69新進–
STNEStoneCo Ltd.COM410$3,870<0.1%+80+24.2%加碼歷史
TDToronto Dominion BankStock55$3,562<0.1%+55新進歷史
RNGRingCentral, Inc.CL A100$3,540<0.1%+100新進歷史
LNTAlliant Energy CorpStock62$3,423<0.1%+62新進歷史
TEAMAtlassian CorpCL A25$3,217<0.1%00.0%不變歷史
WDAYWorkday, Inc.CL A18$3,012<0.1%00.0%不變歷史
BF.ABrown Forman CorpCL A45$2,959<0.1%00.0%不變歷史
GVAGranite Construction IncCOM82$2,876<0.1%+82新進歷史
SNOWSnowflake Inc.Stock20$2,871<0.1%00.0%不變歷史
MCOMoodys CorpStock10$2,786<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT20$2,713<0.1%00.0%不變歷史
CRTOCriteo S.A.SPONS ADS100$2,606<0.1%00.0%不變歷史
KIMKimco Realty CorpCOM121$2,563<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。

Clean Yield Group 在 2022 年第 4 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$2,103–
Invesco QQQ Trust Series I46090E103ETF$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。

Clean Yield Group 在 2022 年第 3 季之後清倉的部位
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 IncCOM2,095$21.8 萬0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD3,098$14.9 萬0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,538$4.50 萬<0.1%–
New Gold Inc Cda644535106COM47,000$4.10 萬<0.1%–
PXDPioneer Natural Resources CoCOM142$3.10 萬<0.1%歷史
BIIBBiogen Inc.COM69$1.80 萬<0.1%歷史
DOCUDocuSign, Inc.Stock300$1.60 萬<0.1%歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF1,072$1.30 萬<0.1%歷史
iShares Tr46434V464LOW CA OP MS ETF100$1.30 萬<0.1%–
ARK Next Generation Technology ETF00214Q401ETF175$8,000<0.1%–
FISFidelity National Information Services, Inc.Stock75$6,000<0.1%歷史
QRVOQorvo, Inc.Stock70$6,000<0.1%歷史
MWAMueller Water Products, Inc.COM SER A500$5,000<0.1%歷史
ROKRockwell Automation, IncStock17$4,000<0.1%歷史
FISVFiserv IncStock45$4,000<0.1%歷史
CHTRCharter Communications, Inc.CL A14$4,000<0.1%歷史
DREDuke Realty CorpCOM NEW81$4,000<0.1%歷史
CLBCore Laboratories Inc.COM262$4,000<0.1%歷史
ECLEcolab Inc.Stock23$3,000<0.1%歷史
PWRQuanta Services, Inc.COM24$3,000<0.1%歷史
DECKDeckers Outdoor CorpCOM9$3,000<0.1%歷史
BRXBrixmor Property Group Inc.COM145$3,000<0.1%歷史
JLLJones Lang Lasalle IncCOM18$3,000<0.1%歷史
BABAAlibaba Group Holding LtdADR20$2,000<0.1%歷史
AIGAmerican International Group, Inc.Stock50$2,000<0.1%歷史
LWLamb Weston Holdings, Inc.Stock31$2,000<0.1%歷史
EXRExtra Space Storage Inc.COM14$2,000<0.1%歷史
LKQLKQ CorpCOM34$2,000<0.1%歷史
LECOLincoln Electric Holdings IncCOM16$2,000<0.1%歷史
BJBJ's Wholesale Club Holdings, Inc.COM33$2,000<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM15$2,000<0.1%歷史
TTEKTetra Tech IncCOM14$2,000<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM117$2,000<0.1%歷史
COOCooper Companies, Inc.COM NEW6$2,000<0.1%歷史
LHCGLHC Group, IncCOM12$2,000<0.1%歷史
STORStore Capital LLCCOM78$2,000<0.1%歷史
ZENZendesk, Inc.COM22$2,000<0.1%歷史
AMTAmerican Tower CorpREIT6$1,000<0.1%歷史
APLEApple Hospitality REIT, Inc.REIT77$1,000<0.1%歷史
ROGRogers CorpCOM6$1,000<0.1%歷史
RGAReinsurance Group of America IncCOM NEW10$1,000<0.1%歷史
LEVILevi Strauss & CoCL A COM STK44$1,000<0.1%歷史
BLKBBlackbaud IncCOM19$1,000<0.1%歷史
ALGMAllegro Microsystems, Inc.COM48$1,000<0.1%歷史
EGPEastgroup Properties IncCOM9$1,000<0.1%歷史
MANManpowerGroup Inc.COM11$1,000<0.1%歷史
AKRAcadia Realty TrustCOM SH BEN INT37$00.0%歷史