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 |
|---|---|---|---|---|---|---|---|
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,183 | $10.8 萬 | <0.1% | +218+22.6% | 加碼 | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 930 | $11.8 萬 | <0.1% | +610+190.6% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,456 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,234 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 461 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 300 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,470 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 650 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 830 | $12.4 萬 | 0.1% | −155−15.7% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,022 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 843 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 2,224 | $12.8 萬 | 0.1% | −35−1.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 6,000 | $12.9 萬 | 0.1% | +2,500+71.4% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 550 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 751 | $13.5 萬 | 0.1% | −425−36.1% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 1,765 | $13.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 5,107 | $13.6 萬 | 0.1% | −2,743−34.9% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| CMECME Group Inc. | COM | 666 | $14.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 542 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 455 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,849 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 1,749 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,015 | $15.2 萬 | 0.1% | −79−7.2% | 減碼 | – |
| TNCTennant Co | COM | 1,666 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,436 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 504 | $15.7 萬 | 0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 1,021 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEOGNeogen Corp | COM | 8,066 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,552 | $16.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 715 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,115 | $16.7 萬 | 0.1% | −30−1.4% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 4,896 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 835 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 926 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 10,654 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 725 | $18.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 397 | $18.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 808 | $18.8 萬 | 0.1% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | COM NEW | 859 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 500 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,052 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 1,100 | $20.5 萬 | 0.1% | −33−2.9% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,180 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,280 | $22.5 萬 | 0.1% | −2,050−47.3% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,100 | $22.7 萬 | 0.1% | +530+33.8% | 加碼 | – |
| APHAmphenol Corp | CL A | 2,300 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 630 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,510 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,000 | $24.6 萬 | 0.1% | −466−31.8% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,260 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,956 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,575 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 215 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 962 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 983 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $29.8 萬 | 0.1% | −59−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,975 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 935 | $30.8 萬 | 0.1% | +265+39.6% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,267 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 6,500 | $31.5 萬 | 0.1% | −14,800−69.5% | 減碼 | – |
| MMM3M Co | Stock | 2,900 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,095 | $32.9 萬 | 0.1% | −800−10.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,088 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 501 | $33.1 萬 | 0.1% | −64−11.3% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $33.3 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 |
| JPMJPMorgan Chase & Co | Stock | 2,078 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,243 | $36.8 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 |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 5,135 | $37.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,111 | $38.1 萬 | 0.2% | −60−0.6% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 34,822 | $38.1 萬 | 0.2% | −7,650−18.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 17,000 | $39.2 萬 | 0.2% | −10,200−37.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,113 | $39.7 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 |
| MCDMcDonalds Corp | Stock | 1,362 | $40.4 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 |
| PLDPrologis, Inc. | REIT | 3,336 | $44.5 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 |
| PAYXPaychex Inc | Stock | 3,883 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 5,657 | $46.7 萬 | 0.2% | −1,000−15.0% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 7,225 | $47.4 萬 | 0.2% | −560−7.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,349 | $48.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,848 | $48.5 萬 | 0.2% | −982−16.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,220 | $50.0 萬 | 0.2% | −2−0.2% | 減碼 | – |
| MAMastercard Inc | Stock | 1,178 | $50.2 萬 | 0.2% | −25−2.1% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 13,520 | $50.5 萬 | 0.2% | −1,430−9.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,963 | $50.5 萬 | 0.2% | −170−5.4% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 550 | $52.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 11,644 | $52.8 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 |
| NEENextera Energy Inc | Stock | 9,110 | $55.3 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 | $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 |