Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/26 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 404
- 較 2023 年第 1 季 −18
- 總值
- $2.43 億
- 較 2023 年第 1 季 +$803.0 萬 (+3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ROPRoper Technologies Inc | Stock | 153 | $7.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $7.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 300 | $7.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $7.47 萬 | <0.1% | 00.0% | 不變 | – |
| HLNHaleon plc | ADR | 9,045 | $7.58 萬 | <0.1% | −3,440−27.6% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 1,400 | $7.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $7.85 萬 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 970 | $7.88 萬 | <0.1% | +18+1.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 800 | $7.97 萬 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 342 | $8.12 萬 | <0.1% | −20−5.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,350 | $8.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 1,200 | $8.34 萬 | <0.1% | −150−11.1% | 減碼 | 歷史 |
| MASMasco Corp | COM | 1,500 | $8.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $8.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 585 | $8.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $8.83 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 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $8.98 萬 | <0.1% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 3,456 | $9.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WEXWEX Inc. | COM | 500 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELMEElme Communities | SH BEN INT | 5,640 | $9.27 萬 | <0.1% | −3,535−38.5% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 633 | $9.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $9.36 萬 | <0.1% | −100−16.7% | 減碼 | – |
| YUMYum Brands Inc | Stock | 680 | $9.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,248 | $9.44 萬 | <0.1% | −325−20.7% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 2,243 | $9.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 461 | $9.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $9.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $9.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,508 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 3,945 | $10.3 萬 | <0.1% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 4,600 | $10.8 萬 | <0.1% | +800+21.1% | 加碼 | – |
| EMREmerson Electric Co | Stock | 1,234 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,040 | $11.2 萬 | <0.1% | +165+18.9% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 650 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 2,259 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 650 | $11.3 萬 | <0.1% | −163−20.0% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 2,970 | $11.9 萬 | <0.1% | −30−1.0% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,442 | $12.0 萬 | <0.1% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 462 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 666 | $12.3 萬 | 0.1% | −200−23.1% | 減碼 | 歷史 |
| CUZCousins Properties Inc | COM NEW | 5,434 | $12.4 萬 | 0.1% | −48,991−90.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 550 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLViShares Silver Trust | ETF | 6,090 | $12.7 萬 | 0.1% | −215−3.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,470 | $13.0 萬 | 0.1% | −200−12.0% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 1,270 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 1,615 | $13.3 萬 | 0.1% | −185−10.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $13.5 萬 | 0.1% | 00.0% | 不變 | – |
| TNCTennant Co | COM | 1,666 | $13.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 835 | $13.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 882 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $14.0 萬 | 0.1% | 00.0% | 不變 | – |
| APHAmphenol Corp | CL A | 1,700 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRCKilroy Realty Corp | COM | 4,864 | $14.6 萬 | 0.1% | −4,505−48.1% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 1,765 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,145 | $14.8 萬 | 0.1% | −100−4.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,095 | $15.1 萬 | 0.1% | +73+7.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,549 | $15.2 萬 | 0.1% | −35−2.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 9,654 | $15.4 萬 | 0.1% | −2,400−19.9% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,094 | $15.5 萬 | 0.1% | −540−33.0% | 減碼 | – |
| NKENIKE, Inc. | Stock | 1,436 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 3,220 | $16.1 萬 | 0.1% | −1,370−29.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 570 | $16.1 萬 | 0.1% | +1+0.2% | 加碼 | – |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $16.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 11,500 | $16.8 萬 | 0.1% | +11,500 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 397 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 8,564 | $17.4 萬 | 0.1% | −6,683−43.8% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 500 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,570 | $17.4 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 976 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEOGNeogen Corp | COM | 8,066 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 808 | $17.8 萬 | 0.1% | 00.0% | 不變 | – |
| WATWaters Corp | COM | 670 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 725 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,052 | $18.3 萬 | 0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 1,021 | $18.3 萬 | 0.1% | −100−8.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,552 | $18.5 萬 | 0.1% | −200−11.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,176 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 630 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,960 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 788 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,066 | $21.8 萬 | 0.1% | −50−4.5% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,150 | $22.0 萬 | 0.1% | +3,650+243.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 934 | $22.4 萬 | 0.1% | +146+18.5% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,260 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,616 | $25.4 萬 | 0.1% | +41+2.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,625 | $26.3 萬 | 0.1% | −600−18.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 720 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 4,180 | $26.7 萬 | 0.1% | −150−3.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,106 | $27.5 萬 | 0.1% | +101+5.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 983 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 703 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 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 | $2,660 | – |
2023 年第 1 季之後清倉（36 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Stock | 503 | $6.78 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 2,500 | $5.27 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 2,500 | $5.07 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 2,500 | $4.79 萬 | <0.1% | – |
| AMATApplied Materials Inc | Stock | 326 | $4.00 萬 | <0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 552 | $2.49 萬 | <0.1% | – |
| AQUAEvoqua Water Technologies Corp. | COM | 476 | $2.37 萬 | <0.1% | 歷史 |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 50 | $1.24 萬 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 375 | $1.21 萬 | <0.1% | – |
| EMBCEmbecta Corp. | Stock | 369 | $1.04 萬 | <0.1% | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 616 | $8,618 | <0.1% | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 142 | $7,576 | <0.1% | – |
| VanEck ETF Trust92189F304 | ENVIRONMENTAL SR | 40 | $5,821 | <0.1% | – |
| FRFirst Industrial Realty Trust Inc | COM | 88 | $4,682 | <0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 63 | $4,516 | <0.1% | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 139 | $4,372 | <0.1% | 歷史 |
| Impact Shs Tr I45259R103 | AFFORDABLE | 250 | $4,332 | <0.1% | – |
| AMNAmn Healthcare Services Inc | COM | 50 | $4,148 | <0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 105 | $3,581 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 20 | $2,677 | <0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 5 | $1,956 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 46 | $1,859 | <0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 20 | $1,659 | <0.1% | 歷史 |
| MTHMeritage Homes CORP | COM | 11 | $1,284 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 8 | $1,184 | <0.1% | – |
| PENPenumbra Inc | COM | 4 | $1,115 | <0.1% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 59 | $1,006 | <0.1% | 歷史 |
| SXTSensient Technologies Corp | COM | 11 | $842 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 2 | $693 | <0.1% | 歷史 |
| AZTAAzenta, Inc. | COM | 12 | $535 | <0.1% | 歷史 |
| FRPTFreshpet, Inc. | Stock | 6 | $397 | <0.1% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 10 | $99 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1 | $97 | <0.1% | 歷史 |
| KRSAKorsana Biosciences, Inc. | COM | 115 | $50 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 1 | $45 | <0.1% | 歷史 |
| MBIOMustang Bio, Inc. | COM | 7 | $3 | <0.1% | 歷史 |