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 |
|---|---|---|---|---|---|---|---|
| STEWSRH Total Return Fund, Inc. | COM | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| MBIOMustang Bio, Inc. | COM | 7 | $3 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 0 | $7 | <0.1% | −276−100.0% | 減碼 | – |
| LiveWire Group, Inc.53838J113 | *W EXP 09/26/202 | 50 | $12 | <0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 1 | $45 | <0.1% | 00.0% | 不變 | 歷史 |
| KRSAKorsana Biosciences, Inc. | COM | 115 | $50 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1 | $97 | <0.1% | −300−99.7% | 減碼 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 10 | $99 | <0.1% | 00.0% | 不變 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 43 | $220 | <0.1% | 00.0% | 不變 | 歷史 |
| WKHSWorkhorse Group Inc. | COM NEW | 200 | $266 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDLSNDL Inc. | COM | 222 | $355 | <0.1% | +222 | 新進 | 歷史 |
| LOBLive Oak Bancshares, Inc. | COM | 16 | $390 | <0.1% | 00.0% | 不變 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 6 | $397 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 20 | $457 | <0.1% | 00.0% | 不變 | 歷史 |
| AZTAAzenta, Inc. | COM | 12 | $535 | <0.1% | 00.0% | 不變 | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 22 | $572 | <0.1% | 00.0% | 不變 | 歷史 |
| TTCFTattooed Chef, Inc. | COM CL A | 450 | $639 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 18 | $660 | <0.1% | 00.0% | 不變 | 歷史 |
| GRWGGrowGeneration Corp. | COM | 200 | $684 | <0.1% | 00.0% | 不變 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 2 | $693 | <0.1% | 00.0% | 不變 | 歷史 |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $832 | <0.1% | 00.0% | 不變 | 歷史 |
| SXTSensient Technologies Corp | COM | 11 | $842 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 61 | $921 | <0.1% | −2,062−97.1% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 5 | $994 | <0.1% | 00.0% | 不變 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 59 | $1,006 | <0.1% | 00.0% | 不變 | 歷史 |
| MSAMSA Safety Inc | COM | 8 | $1,068 | <0.1% | 00.0% | 不變 | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 30 | $1,069 | <0.1% | 00.0% | 不變 | 歷史 |
| PENPenumbra Inc | COM | 4 | $1,115 | <0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 8 | $1,184 | <0.1% | 00.0% | 不變 | – |
| NGVTIngevity Corp | COM | 17 | $1,216 | <0.1% | 00.0% | 不變 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 16 | $1,232 | <0.1% | 00.0% | 不變 | 歷史 |
| MTHMeritage Homes CORP | COM | 11 | $1,284 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCLOmnicell, Inc. | COM | 24 | $1,408 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 50 | $1,627 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20 | $1,659 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 110 | $1,703 | <0.1% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 100 | $1,716 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 46 | $1,859 | <0.1% | +46 | 新進 | – |
| WBSWebster Financial Corp | COM | 48 | $1,892 | <0.1% | 00.0% | 不變 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 5 | $1,956 | <0.1% | 00.0% | 不變 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 131 | $2,160 | <0.1% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 121 | $2,363 | <0.1% | 00.0% | 不變 | 歷史 |
| LAMRLamar Advertising Co | REIT | 24 | $2,397 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 7 | $2,418 | <0.1% | 00.0% | 不變 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 8 | $2,432 | <0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1 | $2,652 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 20 | $2,677 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $2,703 | <0.1% | 00.0% | 不變 | 歷史 |
| RNGRingCentral, Inc. | CL A | 100 | $3,067 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $3,086 | <0.1% | 00.0% | 不變 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 100 | $3,151 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 105 | $3,581 | <0.1% | −383−78.5% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18 | $3,718 | <0.1% | 00.0% | 不變 | 歷史 |
| STNEStoneCo Ltd. | COM | 410 | $3,911 | <0.1% | 00.0% | 不變 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 50 | $4,148 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $4,279 | <0.1% | 00.0% | 不變 | 歷史 |
| Impact Shs Tr I45259R103 | AFFORDABLE | 250 | $4,332 | <0.1% | +250 | 新進 | – |
| AMHAmerican Homes 4 Rent | CL A | 139 | $4,372 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 63 | $4,516 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $4,553 | <0.1% | −58−50.0% | 減碼 | 歷史 |
| FRFirst Industrial Realty Trust Inc | COM | 88 | $4,682 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $4,806 | <0.1% | 00.0% | 不變 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 72 | $4,833 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 27 | $4,892 | <0.1% | −21−43.8% | 減碼 | 歷史 |
| VTRSViatris Inc | Stock | 515 | $4,954 | <0.1% | −187−26.6% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 87 | $5,041 | <0.1% | −106−54.9% | 減碼 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 323 | $5,066 | <0.1% | 00.0% | 不變 | – |
| ALLYAlly Financial Inc. | Stock | 200 | $5,098 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 55 | $5,576 | <0.1% | 00.0% | 不變 | 歷史 |
| MFVMFS Special Value Trust | SH BEN INT | 1,325 | $5,578 | <0.1% | 00.0% | 不變 | 歷史 |
| CGCCanopy Growth Corp | COM | 3,300 | $5,775 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F304 | ENVIRONMENTAL SR | 40 | $5,821 | <0.1% | +40 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 67 | $6,567 | <0.1% | −108−61.7% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 8 | $6,573 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33 | $6,645 | <0.1% | +1+3.1% | 加碼 | – |
| EXCExelon Corp | Stock | 174 | $7,289 | <0.1% | −174−50.0% | 減碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 702 | $7,385 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 142 | $7,576 | <0.1% | +142 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 100 | $7,799 | <0.1% | +100 | 新進 | – |
| ARMKAramark | COM | 223 | $7,970 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 58 | $8,297 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $8,392 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 115 | $8,492 | <0.1% | 00.0% | 不變 | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 616 | $8,618 | <0.1% | 00.0% | 不變 | – |
| MASIMasimo Corp | COM | 49 | $9,042 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 3,700 | $9,361 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $9,485 | <0.1% | 00.0% | 不變 | 歷史 |
| HLHecla Mining Co | COM | 1,500 | $9,495 | <0.1% | −3,500−70.0% | 減碼 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 115 | $9,749 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $9,849 | <0.1% | 00.0% | 不變 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $9,950 | <0.1% | 00.0% | 不變 | 歷史 |
| EMBCEmbecta Corp. | Stock | 369 | $1.04 萬 | <0.1% | −264−41.7% | 減碼 | 歷史 |
| VNTVontier Corp | Stock | 385 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 300 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 115 | $1.11 萬 | <0.1% | −53−31.5% | 減碼 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRONCronos Group Inc. | COM | 6,000 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 67 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 96 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 375 | $1.21 萬 | <0.1% | 00.0% | 不變 | – |
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 |