Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/24 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 367
- 較 2023 年第 3 季 −11
- 總值
- $2.37 億
- 較 2023 年第 3 季 +$1,182 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 86,760 | $1,670 萬 | 7.0% | −255−0.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 179,667 | $871.0 萬 | 3.7% | +2,970+1.7% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 213,431 | $791.0 萬 | 3.3% | +5,692+2.7% | 加碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 510,522 | $728.5 萬 | 3.1% | −22,635−4.2% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 150,754 | $725.3 萬 | 3.1% | −8,295−5.2% | 減碼 | 歷史 |
| TUTelus Corp | COM | 336,381 | $598.4 萬 | 2.5% | −6,580−1.9% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 214,335 | $591.1 萬 | 2.5% | −12,973−5.7% | 減碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 214,252 | $584.5 萬 | 2.5% | +5,805+2.8% | 加碼 | 歷史 |
| HTOH2O America | COM | 88,360 | $577.4 萬 | 2.4% | +9,123+11.5% | 加碼 | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 433,577 | $577.1 萬 | 2.4% | −46,254−9.6% | 減碼 | – |
| NOMDNomad Foods Ltd | USD ORD SHS | 336,861 | $571.0 萬 | 2.4% | −6,805−2.0% | 減碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 626,563 | $545.1 萬 | 2.3% | −133,865−17.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,570 | $510.3 萬 | 2.1% | −207−1.5% | 減碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 243,857 | $482.8 萬 | 2.0% | −21,345−8.0% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 39,917 | $412.9 萬 | 1.7% | −845−2.1% | 減碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 145,464 | $391.9 萬 | 1.7% | +4,960+3.5% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 99,540 | $390.8 萬 | 1.6% | −2,308−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,497 | $368.3 萬 | 1.6% | −26−0.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 22,128 | $361.9 萬 | 1.5% | −290−1.3% | 減碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 210,005 | $361.8 萬 | 1.5% | −30,110−12.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 15,279 | $356.0 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 68,999 | $348.6 萬 | 1.5% | +1,355+2.0% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 19,930 | $343.4 萬 | 1.4% | +8,373+72.4% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 21,221 | $324.2 萬 | 1.4% | +792+3.9% | 加碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 102,214 | $323.7 萬 | 1.4% | −2,135−2.0% | 減碼 | 歷史 |
| CACCamden National Corp | COM | 80,749 | $303.9 萬 | 1.3% | +4,235+5.5% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 886,765 | $303.3 萬 | 1.3% | −47,970−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,032 | $293.6 萬 | 1.2% | −180−0.9% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 21,416 | $282.7 萬 | 1.2% | +9,484+79.5% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 186,358 | $268.7 萬 | 1.1% | −100,092−34.9% | 減碼 | 歷史 |
| UTMDUtah Medical Products Inc | COM | 31,748 | $267.4 萬 | 1.1% | +485+1.6% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 38,337 | $249.7 萬 | 1.1% | −175−0.5% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,667 | $229.2 萬 | 1.0% | −46−1.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,592 | $225.1 萬 | 0.9% | −25−0.3% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 32,443 | $222.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,743 | $218.2 萬 | 0.9% | −87−2.3% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 15,801 | $217.9 萬 | 0.9% | +475+3.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,349 | $211.7 萬 | 0.9% | −120−1.6% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 16,635 | $211.6 萬 | 0.9% | −10−0.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 26,024 | $207.4 萬 | 0.9% | −851−3.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,785 | $200.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,796 | $165.7 萬 | 0.7% | −22−0.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,904 | $154.1 萬 | 0.6% | −102−3.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 5,078 | $152.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 7,589 | $147.5 萬 | 0.6% | −1,646−17.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,049 | $140.3 萬 | 0.6% | −146−3.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,640 | $134.7 萬 | 0.6% | −395−3.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,225 | $133.3 萬 | 0.6% | −182−1.5% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 55,136 | $131.4 萬 | 0.6% | −5,633−9.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,585 | $127.9 萬 | 0.5% | −85−2.3% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 16,575 | $118.4 萬 | 0.5% | +16,200+4,320.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,300 | $109.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,045 | $107.7 萬 | 0.5% | −5−0.2% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,825 | $107.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 24,548 | $106.2 萬 | 0.4% | −233−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,780 | $88.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,589 | $78.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 14,452 | $76.9 萬 | 0.3% | −69−0.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,648 | $73.2 萬 | 0.3% | −79−1.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,716 | $73.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,730 | $72.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 2,183 | $71.8 萬 | 0.3% | −100−4.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,240 | $70.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 12,885 | $66.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,427 | $61.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 2,777 | $59.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 3,132 | $58.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 9,110 | $55.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 3,958 | $53.2 萬 | 0.2% | −150−3.7% | 減碼 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 11,644 | $52.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 550 | $52.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,963 | $50.5 萬 | 0.2% | −170−5.4% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 13,520 | $50.5 萬 | 0.2% | −1,430−9.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,178 | $50.2 萬 | 0.2% | −25−2.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,220 | $50.0 萬 | 0.2% | −2−0.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,848 | $48.5 萬 | 0.2% | −982−16.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,349 | $48.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSEXMiddlesex Water Co | COM | 7,225 | $47.4 萬 | 0.2% | −560−7.2% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 5,657 | $46.7 萬 | 0.2% | −1,000−15.0% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,883 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 9,129 | $45.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,336 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 15,254 | $43.9 萬 | 0.2% | −379−2.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,362 | $40.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,113 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 17,000 | $39.2 萬 | 0.2% | −10,200−37.5% | 減碼 | – |
| HAINHain Celestial Group Inc | COM | 34,822 | $38.1 萬 | 0.2% | −7,650−18.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,111 | $38.1 萬 | 0.2% | −60−0.6% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,135 | $37.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,598 | $37.0 萬 | 0.2% | −88−3.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,243 | $36.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,078 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,561 | $34.7 萬 | 0.1% | −30−1.9% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 501 | $33.1 萬 | 0.1% | −64−11.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,088 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,095 | $32.9 萬 | 0.1% | −800−10.1% | 減碼 | – |
| MMM3M Co | Stock | 2,900 | $31.7 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 | $4,897 | – |
2023 年第 3 季之後清倉（18 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AEMAgnico Eagle Mines Ltd | Stock | 3,920 | $18.6 萬 | 0.1% | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 62,500 | $14.6 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 6,090 | $12.3 萬 | 0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,022 | $5.12 萬 | <0.1% | – |
| AGIAlamos Gold Inc | Stock | 4,000 | $4.74 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 799 | $2.19 萬 | <0.1% | 歷史 |
| NYTNew York Times Co | CL A | 374 | $1.61 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 400 | $1.56 萬 | <0.1% | 歷史 |
| CRONCronos Group Inc. | COM | 6,000 | $1.16 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 99 | $7,619 | <0.1% | 歷史 |
| HLHecla Mining Co | COM | 1,500 | $5,895 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 27 | $4,176 | <0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1 | $3,072 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1 | $401 | <0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 2 | $80 | <0.1% | – |
| STEMStem, Inc. | CL A | 10 | $41 | <0.1% | 歷史 |
| Curevac N VN2451R105 | COM | 3 | $18 | <0.1% | – |
| TTCFTattooed Chef, Inc. | COM CL A | 450 | $13 | <0.1% | 歷史 |