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%)
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 |