Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/12 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 378
- 較 2023 年第 2 季 −26
- 總值
- $2.26 億
- 較 2023 年第 2 季 −$1,719 萬 (−7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DOVDOVER Corp | COM | 633 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $9.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,000 | $9.15 萬 | <0.1% | +1,000 | 新進 | – |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $9.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 500 | $9.40 萬 | <0.1% | +500 | 新進 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 3,945 | $9.50 萬 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 461 | $9.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WEXWEX Inc. | COM | 500 | $9.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,350 | $9.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 3,300 | $9.60 萬 | <0.1% | +3,000+1,000.0% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 650 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $10.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,040 | $10.8 萬 | <0.1% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 550 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 1,515 | $11.5 萬 | 0.1% | −100−6.2% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 455 | $11.6 萬 | 0.1% | −7−1.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,234 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEOGNeogen Corp | COM | 8,066 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,470 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,765 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,022 | $12.2 萬 | 0.1% | −73−6.7% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 6,090 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDAIdacorp Inc | COM | 1,270 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $12.7 萬 | 0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 2,259 | $12.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 542 | $12.8 萬 | 0.1% | +200+58.5% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,749 | $12.8 萬 | 0.1% | +200+12.9% | 加碼 | 歷史 |
| TNCTennant Co | COM | 1,666 | $12.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 985 | $13.1 萬 | 0.1% | +400+68.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 843 | $13.6 萬 | 0.1% | −39−4.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $14.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,436 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 504 | $14.3 萬 | 0.1% | −66−11.6% | 減碼 | – |
| CMECME Group Inc. | COM | 666 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 62,500 | $14.6 萬 | 0.1% | +45,500+267.6% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,094 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
| AYIAcuity Inc. (DE) | Stock | 835 | $15.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,145 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,570 | $15.4 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 715 | $15.5 萬 | 0.1% | −219−23.4% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 7,850 | $15.7 萬 | 0.1% | −714−8.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 10,654 | $15.7 萬 | 0.1% | +1,000+10.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,021 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 926 | $16.1 萬 | 0.1% | −50−5.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 500 | $16.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 808 | $17.0 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,552 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 670 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,052 | $18.0 萬 | 0.1% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 397 | $18.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,176 | $18.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 725 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 3,920 | $18.6 萬 | 0.1% | +700+21.7% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 630 | $19.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 2,300 | $19.5 萬 | 0.1% | +600+35.3% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,956 | $20.7 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,133 | $21.7 萬 | 0.1% | −33−2.8% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,510 | $22.0 萬 | 0.1% | −400−13.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,180 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 215 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,575 | $24.9 萬 | 0.1% | −41−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,975 | $26.0 萬 | 0.1% | −131−6.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,900 | $26.2 萬 | 0.1% | +275+10.5% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,260 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 962 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 983 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,686 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,088 | $30.1 萬 | 0.1% | +300+38.1% | 加碼 | – |
| CMCSAComcast Corp | Stock | 6,859 | $30.3 萬 | 0.1% | −26−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,078 | $30.4 萬 | 0.1% | −147−6.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,466 | $30.7 萬 | 0.1% | +400+37.5% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 565 | $32.0 萬 | 0.1% | −15−2.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,171 | $32.0 萬 | 0.1% | −1,646−13.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,591 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 5,135 | $32.9 萬 | 0.1% | −200−3.7% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,267 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,243 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 9,129 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,362 | $34.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,895 | $34.5 萬 | 0.2% | −20−0.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,113 | $35.3 萬 | 0.2% | +285+10.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,336 | $37.5 萬 | 0.2% | −317−8.7% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,330 | $38.3 萬 | 0.2% | −3,970−47.8% | 減碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $40.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HAINHain Celestial Group Inc | COM | 42,472 | $44.3 萬 | 0.2% | +1,470+3.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,222 | $45.4 萬 | 0.2% | +502+69.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 5,349 | $45.4 萬 | 0.2% | +1,000+23.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,883 | $46.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 3,132 | $47.5 萬 | 0.2% | 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 | $3,709 | – |
2023 年第 2 季之後清倉（41 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PAASPan American Silver Corp | Stock | 11,500 | $16.8 萬 | 0.1% | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,442 | $12.0 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,248 | $9.44 萬 | <0.1% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 1,185 | $7.24 萬 | <0.1% | – |
| BTZBlackRock Credit Allocation Income Trust | COM | 7,000 | $7.11 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 4,000 | $6.77 萬 | <0.1% | – |
| WIAWestern Asset Inflation-Linked Income Fund | COM SH BEN INT | 7,000 | $5.78 萬 | <0.1% | 歷史 |
| CECelanese Corp | Stock | 400 | $4.63 萬 | <0.1% | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 2,500 | $2.21 萬 | <0.1% | 歷史 |
| FTVFortive Corp | Stock | 291 | $2.18 萬 | <0.1% | 歷史 |
| EFXEquifax Inc | COM | 91 | $2.14 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 450 | $2.05 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 115 | $1.26 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 109 | $1.25 萬 | <0.1% | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 246 | $1.15 萬 | <0.1% | 歷史 |
| ESEversource Energy | Stock | 155 | $1.10 萬 | <0.1% | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 226 | $7,605 | <0.1% | 歷史 |
| VNTVontier Corp | Stock | 156 | $5,025 | <0.1% | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 72 | $4,816 | <0.1% | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 50 | $4,209 | <0.1% | – |
| OMCOmnicom Group Inc. | COM | 36 | $3,425 | <0.1% | 歷史 |
| KIMKimco Realty Corp | COM | 121 | $2,386 | <0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 24 | $2,382 | <0.1% | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 131 | $2,205 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 48 | $1,812 | <0.1% | 歷史 |
| OMCLOmnicell, Inc. | COM | 24 | $1,768 | <0.1% | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 16 | $1,479 | <0.1% | 歷史 |
| MSAMSA Safety Inc | COM | 8 | $1,392 | <0.1% | 歷史 |
| CGCCanopy Growth Corp | COM | 3,300 | $1,280 | <0.1% | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 30 | $1,264 | <0.1% | 歷史 |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $999 | <0.1% | 歷史 |
| NGVTIngevity Corp | COM | 17 | $989 | <0.1% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 5 | $923 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 61 | $765 | <0.1% | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 22 | $499 | <0.1% | 歷史 |
| LOBLive Oak Bancshares, Inc. | COM | 16 | $421 | <0.1% | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 2 | $187 | <0.1% | – |
| SFIXStitch Fix, Inc. | Stock | 43 | $166 | <0.1% | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 3 | $97 | <0.1% | – |
| Global X FDS37960A800 | WIND ENERGY ETF | 5 | $80 | <0.1% | – |
| GAIAGaia, Inc | CL A | 1 | $2 | <0.1% | 歷史 |