Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/26 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 422
- 較 2022 年第 4 季 −31
- 總值
- $2.35 億
- 較 2022 年第 4 季 +$193.9 萬 (+0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 86,051 | $1,419 萬 | 6.0% | +1,348+1.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 180,034 | $934.9 萬 | 4.0% | +135+0.1% | 加碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 542,342 | $893.8 萬 | 3.8% | +11,460+2.2% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 198,160 | $705.1 萬 | 3.0% | +10,432+5.6% | 加碼 | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 459,570 | $686.1 萬 | 2.9% | +10,168+2.3% | 加碼 | – |
| TUTelus Corp | COM | 343,901 | $683.0 萬 | 2.9% | +45,167+15.1% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 190,600 | $667.7 萬 | 2.8% | −4,260−2.2% | 減碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 603,898 | $666.7 萬 | 2.8% | +109,301+22.1% | 加碼 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 315,593 | $591.4 萬 | 2.5% | +61,245+24.1% | 加碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 200,792 | $560.4 萬 | 2.4% | +14,689+7.9% | 加碼 | 歷史 |
| HTOH2O America | COM | 70,854 | $539.4 萬 | 2.3% | −8,075−10.2% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 188,552 | $539.3 萬 | 2.3% | +627+0.3% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 211,895 | $498.4 萬 | 2.1% | +34,137+19.2% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 219,497 | $482.2 萬 | 2.1% | +10,250+4.9% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 45,662 | $390.2 萬 | 1.7% | −7,235−13.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,445 | $387.6 萬 | 1.7% | +10.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 24,190 | $375.0 萬 | 1.6% | −1,456−5.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 69,031 | $360.9 萬 | 1.5% | −1,203−1.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16,041 | $357.1 萬 | 1.5% | −147−0.9% | 減碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 104,165 | $352.3 萬 | 1.5% | −6,284−5.7% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 19,986 | $318.1 萬 | 1.4% | −1,385−6.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,963 | $311.7 萬 | 1.3% | −174−0.8% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 14,015 | $304.8 萬 | 1.3% | −4,784−25.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 23,193 | $304.0 萬 | 1.3% | −18−0.1% | 減碼 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 12,527 | $292.4 萬 | 1.2% | −330−2.6% | 減碼 | – |
| WLYJohn Wiley & Sons, Inc. | CL A | 73,363 | $284.4 萬 | 1.2% | +21,321+41.0% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 33,653 | $280.0 萬 | 1.2% | −2,876−7.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 36,314 | $272.9 萬 | 1.2% | −4,470−11.0% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 20,191 | $262.5 萬 | 1.1% | −1,423−6.6% | 減碼 | 歷史 |
| UTMDUtah Medical Products Inc | COM | 25,683 | $243.4 萬 | 1.0% | +9,614+59.8% | 加碼 | 歷史 |
| CACCamden National Corp | COM | 65,055 | $235.4 萬 | 1.0% | −4,345−6.3% | 減碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 119,017 | $230.1 萬 | 1.0% | +57,346+93.0% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 15,471 | $218.9 萬 | 0.9% | +149+1.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,631 | $208.7 萬 | 0.9% | −2,085−19.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,017 | $200.8 萬 | 0.9% | −69−0.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,186 | $199.3 萬 | 0.8% | −413−4.8% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 40,121 | $197.5 萬 | 0.8% | +13,714+51.9% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 7,676 | $190.0 萬 | 0.8% | −820−9.7% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 16,745 | $184.4 萬 | 0.8% | −325−1.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,077 | $177.4 萬 | 0.8% | −200−6.1% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 12,028 | $176.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 3,878 | $172.9 萬 | 0.7% | −350−8.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 70,346 | $165.4 萬 | 0.7% | +4,455+6.8% | 加碼 | – |
| SYKStryker Corp | Stock | 5,538 | $158.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 83,039 | $146.9 萬 | 0.6% | +6,306+8.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,890 | $133.6 萬 | 0.6% | −64−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,358 | $128.6 萬 | 0.5% | +35+0.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 25,410 | $124.0 萬 | 0.5% | −689−2.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,542 | $122.8 萬 | 0.5% | −361−3.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,782 | $116.8 萬 | 0.5% | −837−18.1% | 減碼 | 歷史 |
| CUZCousins Properties Inc | COM NEW | 54,425 | $116.4 萬 | 0.5% | −36,327−40.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,955 | $113.6 萬 | 0.5% | −773−6.6% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 229,420 | $112.6 萬 | 0.5% | +23,925+11.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,073 | $98.0 萬 | 0.4% | −40−1.9% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 6,202 | $97.6 萬 | 0.4% | −262−4.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 25,014 | $90.2 萬 | 0.4% | −1,300−4.9% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,825 | $79.8 萬 | 0.3% | −315−7.6% | 減碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 13,385 | $77.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 11,794 | $77.1 萬 | 0.3% | −585−4.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,816 | $76.8 萬 | 0.3% | −311−6.1% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 14,521 | $76.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HAINHain Celestial Group Inc | COM | 44,230 | $75.9 萬 | 0.3% | −40,007−47.5% | 減碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 4,888 | $73.8 萬 | 0.3% | −1,130−18.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,800 | $73.7 萬 | 0.3% | −100−5.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,743 | $69.6 萬 | 0.3% | −378−9.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,761 | $68.5 萬 | 0.3% | −250−3.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,810 | $67.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,300 | $67.0 萬 | 0.3% | −3,100−33.0% | 減碼 | – |
| TSCOTractor Supply Co | COM | 2,807 | $66.0 萬 | 0.3% | −52−1.8% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 14,950 | $65.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSEXMiddlesex Water Co | COM | 8,161 | $63.8 萬 | 0.3% | −248−2.9% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 27,000 | $63.1 萬 | 0.3% | +15,000+125.0% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 4,427 | $61.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,180 | $58.6 萬 | 0.2% | −150−1.3% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 2,283 | $55.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 12,920 | $52.7 萬 | 0.2% | −1,720−11.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,740 | $52.0 萬 | 0.2% | −258−5.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,132 | $51.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,826 | $50.2 萬 | 0.2% | −520−9.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,780 | $49.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,699 | $49.4 萬 | 0.2% | −1,361−9.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,879 | $48.4 萬 | 0.2% | −1,181−23.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,694 | $47.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 550 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,883 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,686 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 6,657 | $43.0 萬 | 0.2% | −300−4.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,335 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $41.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 8,465 | $39.4 萬 | 0.2% | −400−4.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 6,243 | $38.7 萬 | 0.2% | −82−1.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,365 | $38.2 萬 | 0.2% | −51−3.6% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,267 | $37.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 3,225 | $33.9 萬 | 0.1% | −1,238−27.7% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 215 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 15,247 | $32.7 萬 | 0.1% | +15,247 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,137 | $32.7 萬 | 0.1% | −19−1.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,591 | $31.8 萬 | 0.1% | −26−1.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,293 | $30.4 萬 | 0.1% | −2,241−19.4% | 減碼 | 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 | $7,574 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $6,418 | – |
2022 年第 4 季之後清倉（49 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 1,791,464 | $179.1 萬 | 0.8% | – |
| UMPQUmpqua Holdings Corp | COM | 50,418 | $90.0 萬 | 0.4% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,200 | $11.5 萬 | <0.1% | – |
| MDTMedtronic plc | Stock | 825 | $6.41 萬 | <0.1% | 歷史 |
| FTVFortive Corp | Stock | 963 | $6.19 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 815 | $5.59 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 815 | $4.11 萬 | <0.1% | 歷史 |
| WPPWPP plc | ADR | 754 | $3.71 萬 | <0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 600 | $3.28 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 510 | $3.00 萬 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 200 | $1.60 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 474 | $1.57 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 147 | $1.23 萬 | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 136 | $1.11 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 54 | $1.01 萬 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 683 | $8,449 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 137 | $8,401 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 204 | $7,952 | <0.1% | – |
| CCChemours Co | Stock | 249 | $7,624 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 40 | $7,342 | <0.1% | – |
| NXPINXP Semiconductors N.V. | COM | 46 | $7,269 | <0.1% | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 130 | $6,687 | <0.1% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 74 | $6,144 | <0.1% | 歷史 |
| RHIRobert Half Inc. | COM | 80 | $5,906 | <0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 35 | $5,146 | <0.1% | 歷史 |
| BABoeing Co | Stock | 26 | $4,953 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 47 | $4,951 | <0.1% | – |
| AMEAmetek Inc | COM | 34 | $4,750 | <0.1% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12 | $4,611 | <0.1% | – |
| HASHasbro, Inc. | COM | 74 | $4,515 | <0.1% | 歷史 |
| SYFSynchrony Financial | COM | 134 | $4,403 | <0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 58 | $4,320 | <0.1% | 歷史 |
| APTVAptiv PLC | SHS | 43 | $4,005 | <0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 69 | $3,897 | <0.1% | – |
| TDToronto Dominion Bank | Stock | 55 | $3,562 | <0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 62 | $3,423 | <0.1% | 歷史 |
| BF.ABrown Forman Corp | CL A | 45 | $2,959 | <0.1% | 歷史 |
| GVAGranite Construction Inc | COM | 82 | $2,876 | <0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 19 | $2,181 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 52 | $1,920 | <0.1% | – |
| THGHanover Insurance Group, Inc. | COM | 13 | $1,757 | <0.1% | 歷史 |
| BF.BBrown Forman Corp | Stock | 25 | $1,642 | <0.1% | 歷史 |
| BURLBurlington Stores, Inc. | COM | 6 | $1,217 | <0.1% | 歷史 |
| IPGPIpg Photonics Corp | COM | 12 | $1,136 | <0.1% | 歷史 |
| SFStifel Financial Corp | COM | 18 | $1,051 | <0.1% | 歷史 |
| TPICQTpi Composites, Inc | COM | 60 | $608 | <0.1% | 歷史 |
| The Valens Company Inc91914P603 | COM NEW | 666 | $440 | <0.1% | – |
| OGSONE Gas, Inc. | COM | 1 | $76 | <0.1% | 歷史 |
| ZIMVZimVie Inc. | Stock | 8 | $75 | <0.1% | 歷史 |