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 |
|---|---|---|---|---|---|---|---|
| KRCKilroy Realty Corp | COM | 9,369 | $30.4 萬 | 0.1% | −1,711−15.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,330 | $30.0 萬 | 0.1% | −78−1.8% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,166 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 585 | $29.1 萬 | 0.1% | −56−8.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,225 | $29.0 萬 | 0.1% | −136−5.8% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,963 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,884 | $26.1 萬 | 0.1% | −92−1.3% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,910 | $25.7 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 703 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,260 | $25.2 萬 | 0.1% | −60−4.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 983 | $25.1 萬 | 0.1% | −80−7.5% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,590 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,575 | $23.2 萬 | 0.1% | −175−10.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 12,054 | $23.2 萬 | 0.1% | −253−2.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 720 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,634 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,116 | $22.5 萬 | 0.1% | −140−11.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,121 | $21.7 萬 | 0.1% | −10−0.9% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 630 | $21.0 萬 | 0.1% | −32−4.8% | 減碼 | 歷史 |
| WATWaters Corp | COM | 670 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,005 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 788 | $19.9 萬 | 0.1% | −100−11.3% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,960 | $19.8 萬 | 0.1% | −15−0.8% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $19.7 萬 | 0.1% | −64−6.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 788 | $19.3 萬 | 0.1% | −150−16.0% | 減碼 | – |
| WMWaste Management Inc | Stock | 1,176 | $19.2 萬 | 0.1% | −32−2.6% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 3,410 | $18.6 萬 | 0.1% | −220−6.1% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,570 | $18.0 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 976 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,436 | $17.6 萬 | 0.1% | −595−29.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 808 | $17.0 萬 | 0.1% | −100−11.0% | 減碼 | – |
| CVSCVS Health Corp | Stock | 2,245 | $16.7 萬 | 0.1% | −911−28.9% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 866 | $16.6 萬 | 0.1% | +650+300.9% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 725 | $16.6 萬 | 0.1% | −20−2.7% | 減碼 | 歷史 |
| ELMEElme Communities | SH BEN INT | 9,175 | $16.4 萬 | 0.1% | −5,480−37.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,752 | $16.3 萬 | 0.1% | −200−10.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,052 | $15.9 萬 | 0.1% | −700−40.0% | 減碼 | – |
| IRMIron Mountain Inc | COM | 3,000 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,670 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,584 | $15.5 萬 | 0.1% | −50−3.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 500 | $15.3 萬 | 0.1% | +490+4,900.0% | 加碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 835 | $15.3 萬 | 0.1% | −285−25.4% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 8,066 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $14.5 萬 | 0.1% | −400−18.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 882 | $14.4 萬 | 0.1% | −71−7.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 569 | $14.2 萬 | 0.1% | −300−34.5% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 397 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLViShares Silver Trust | ETF | 6,305 | $13.9 萬 | 0.1% | −3,500−35.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 813 | $13.9 萬 | 0.1% | −87−9.7% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 1,700 | $13.9 萬 | 0.1% | +1,700 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $13.8 萬 | 0.1% | −3,000−42.9% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 1,270 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,022 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $13.7 萬 | 0.1% | +245 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 1,800 | $12.7 萬 | 0.1% | −110−5.8% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 3,945 | $12.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,442 | $12.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,573 | $12.0 萬 | 0.1% | −65−4.0% | 減碼 | – |
| XRAYDentsply Sirona Inc. | Stock | 3,000 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 550 | $11.7 萬 | <0.1% | −16−2.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,508 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 1,666 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,765 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 3,800 | $11.2 萬 | <0.1% | +700+22.6% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 650 | $10.8 萬 | <0.1% | +650 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 1,234 | $10.8 萬 | <0.1% | −115−8.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 600 | $10.7 萬 | <0.1% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 462 | $10.4 萬 | <0.1% | −21−4.3% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 2,259 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 12,485 | $10.2 萬 | <0.1% | −2,625−17.4% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 875 | $9.65 萬 | <0.1% | +375+75.0% | 加碼 | – |
| DOVDOVER Corp | COM | 633 | $9.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $9.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $9.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 461 | $9.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,456 | $9.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WEXWEX Inc. | COM | 500 | $9.19 萬 | <0.1% | +500 | 新進 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 1,400 | $9.09 萬 | <0.1% | −25−1.8% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $9.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $9.00 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| YUMYum Brands Inc | Stock | 680 | $8.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 965 | $8.86 萬 | <0.1% | 00.0% | 不變 | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $8.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 1,350 | $8.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $8.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,243 | $8.38 萬 | <0.1% | −848−27.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $8.28 萬 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 362 | $8.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $8.12 萬 | <0.1% | 00.0% | 不變 | – |
| LKFNLakeland Financial Corp | COM | 1,250 | $7.83 萬 | <0.1% | −1,000−44.4% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 585 | $7.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 952 | $7.81 萬 | <0.1% | +952 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 800 | $7.74 萬 | <0.1% | 00.0% | 不變 | – |
| MASMasco Corp | COM | 1,500 | $7.46 萬 | <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。
| 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 |