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 |
|---|---|---|---|---|---|---|---|
| STEWSRH Total Return Fund, Inc. | COM | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 0 | $5 | <0.1% | 0 | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 0 | $7 | <0.1% | 0 | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 0 | $15 | <0.1% | 0 | 不變 | – |
| LiveWire Group, Inc.53838J113 | *W EXP 09/26/202 | 50 | $20 | <0.1% | 00.0% | 不變 | – |
| WKHSWorkhorse Group Inc. | COM NEW | 200 | $72 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1 | $192 | <0.1% | −32−97.0% | 減碼 | – |
| SNDLSNDL Inc. | COM | 222 | $364 | <0.1% | 00.0% | 不變 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 5 | $468 | <0.1% | 00.0% | 不變 | 歷史 |
| GRWGGrowGeneration Corp. | COM | 200 | $502 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 18 | $647 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 300 | $690 | <0.1% | −3,400−91.9% | 減碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $972 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 20 | $1,027 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 50 | $1,444 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 22 | $1,455 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1,474 | <0.1% | +148 | 新進 | – |
| SNYSanofi | SPONSORED ADR | 40 | $1,989 | <0.1% | 00.0% | 不變 | 歷史 |
| KRCKilroy Realty Corp | COM | 50 | $1,992 | <0.1% | −26−34.2% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 100 | $2,282 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTSVestis Corp | COM SHS | 111 | $2,347 | <0.1% | 00.0% | 不變 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 100 | $2,532 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 110 | $2,581 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 250 | $2,708 | <0.1% | −265−51.5% | 減碼 | 歷史 |
| XUnited States Steel Corp | COM | 62 | $3,016 | <0.1% | +62 | 新進 | 歷史 |
| RNGRingCentral, Inc. | CL A | 100 | $3,395 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 7 | $3,408 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $3,980 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 125 | $4,519 | <0.1% | +125 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18 | $4,969 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $5,415 | <0.1% | 00.0% | 不變 | 歷史 |
| MFVMFS Special Value Trust | SH BEN INT | 1,325 | $5,419 | <0.1% | 00.0% | 不變 | 歷史 |
| CPTCamden Property Trust | REIT | 55 | $5,461 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 324 | $5,528 | <0.1% | 00.0% | 不變 | – |
| MASIMasimo Corp | COM | 49 | $5,743 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $5,947 | <0.1% | 00.0% | 不變 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 193 | $6,126 | <0.1% | −780−80.2% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 174 | $6,247 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 225 | $6,314 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $6,780 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $6,957 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $6,984 | <0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 8 | $7,026 | <0.1% | 00.0% | 不變 | 歷史 |
| STNEStoneCo Ltd. | COM | 410 | $7,392 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 65 | $7,545 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 366 | $7,605 | <0.1% | −1,725−82.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 52 | $7,665 | <0.1% | −15−22.4% | 減碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $7,814 | <0.1% | −2−1.0% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 115 | $8,270 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 930 | $8,277 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 115 | $8,716 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $8,850 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 58 | $9,238 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 100 | $9,704 | <0.1% | +100 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 42 | $9,718 | <0.1% | −72−63.2% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 131 | $9,900 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 83 | $1.11 萬 | <0.1% | +28+50.9% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 29 | $1.16 萬 | <0.1% | −18−38.3% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 51 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 96 | $1.31 萬 | <0.1% | −2−2.0% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 67 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 161 | $1.35 萬 | <0.1% | +2+1.3% | 加碼 | – |
| UNBUnion Bankshares Inc | COM | 450 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 195 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 63 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CUZCousins Properties Inc | COM NEW | 589 | $1.43 萬 | <0.1% | −200−25.3% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 164 | $1.47 萬 | <0.1% | −17−9.4% | 減碼 | 歷史 |
| AONAon plc | CL A | 51 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 200 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 85 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 1,000 | $1.63 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 78 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 171 | $1.72 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 250 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 82 | $1.79 萬 | <0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 40 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 39 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 36 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 237 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $1.96 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 80 | $1.99 萬 | <0.1% | −3−3.6% | 減碼 | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 890 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 110 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 105 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 252 | $2.09 萬 | <0.1% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 86 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 60 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 450 | $2.17 萬 | <0.1% | 00.0% | 不變 | – |
| DASHDoorDash, Inc. | Stock | 225 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 242 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 300 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 69 | $2.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 760 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 85 | $2.66 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 |