Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 458
- 較 2024 年第 3 季 −15
- 總值
- $3.14 億
- 較 2024 年第 3 季 −$18.2 萬 (−0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 105,124 | $2,633 萬 | 8.4% | +676+0.6% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 89,188 | $1,133 萬 | 3.6% | −6,259−6.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 77,751 | $1,044 萬 | 3.3% | +57+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 43,678 | $1,013 萬 | 3.2% | +1,072+2.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 144,503 | $819.3 萬 | 2.6% | −2,503−1.7% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 64,030 | $797.1 萬 | 2.5% | +2,783+4.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 23,201 | $775.7 萬 | 2.5% | −62−0.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 121,591 | $719.8 萬 | 2.3% | −1,079−0.9% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 200,063 | $676.6 萬 | 2.2% | −3,656−1.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 20,547 | $601.5 萬 | 1.9% | −55−0.3% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 75,532 | $575.9 萬 | 1.8% | +7,217+10.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,570 | $572.0 萬 | 1.8% | +450+3.4% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 261,720 | $530.5 萬 | 1.7% | −14,537−5.3% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 191,264 | $513.2 萬 | 1.6% | +770+0.4% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 27,491 | $484.5 萬 | 1.5% | +1,109+4.2% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 25,801 | $481.7 萬 | 1.5% | −72−0.3% | 減碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 360,091 | $476.8 萬 | 1.5% | −46,137−11.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 21,563 | $474.0 萬 | 1.5% | +627+3.0% | 加碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 186,414 | $458.2 萬 | 1.5% | −11,151−5.6% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 25,959 | $450.6 萬 | 1.4% | +5,534+27.1% | 加碼 | 歷史 |
| CACCamden National Corp | COM | 104,562 | $446.9 萬 | 1.4% | −1,449−1.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,921 | $415.7 萬 | 1.3% | +414+11.8% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 26,497 | $400.8 萬 | 1.3% | +3,295+14.2% | 加碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 119,365 | $399.5 萬 | 1.3% | −4,754−3.8% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 26,428 | $398.7 萬 | 1.3% | +3,983+17.7% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 22,693 | $397.8 萬 | 1.3% | +22,693 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 35,145 | $388.5 萬 | 1.2% | +14,377+69.2% | 加碼依 4 比 1 拆股換算 | 歷史 |
| ASMLASML Holding NV | ADR | 5,493 | $380.7 萬 | 1.2% | +5,394+5,448.5% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 62,482 | $376.8 萬 | 1.2% | +3,006+5.1% | 加碼 | 歷史 |
| HTOH2O America | COM | 74,708 | $367.7 萬 | 1.2% | −23,491−23.9% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 8,363 | $350.3 萬 | 1.1% | +196+2.4% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 16,587 | $348.7 萬 | 1.1% | +16,587 | 新進 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 388,496 | $329.8 萬 | 1.0% | −42,650−9.9% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 45,646 | $329.1 萬 | 1.0% | +7,266+18.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,098 | $320.2 萬 | 1.0% | +83+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,118 | $319.9 萬 | 1.0% | −164−0.7% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,703 | $294.6 萬 | 0.9% | +7,667+21,297.2% | 加碼 | 歷史 |
| TUTelus Corp | COM | 216,499 | $293.6 萬 | 0.9% | −40,411−15.7% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 33,876 | $291.4 萬 | 0.9% | −510−1.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,656 | $282.2 萬 | 0.9% | +37+1.0% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 76,927 | $260.2 萬 | 0.8% | −2,672−3.4% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 106,028 | $249.0 萬 | 0.8% | −4,739−4.3% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 26,159 | $244.5 萬 | 0.8% | −4,565−14.9% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 57,957 | $218.4 萬 | 0.7% | +27,733+91.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,469 | $218.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,552 | $216.8 萬 | 0.7% | −40−0.5% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 483,281 | $214.1 萬 | 0.7% | −399,562−45.3% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 11,016 | $208.9 萬 | 0.7% | +200+1.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,725 | $188.4 萬 | 0.6% | −155−0.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 29,130 | $185.8 萬 | 0.6% | −767−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,653 | $182.7 萬 | 0.6% | −120−1.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 14,471 | $182.5 萬 | 0.6% | +467+3.3% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 16,420 | $181.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,953 | $173.1 萬 | 0.6% | −108−3.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,129 | $169.2 萬 | 0.5% | −296−2.6% | 減碼 | 歷史 |
| OGNOrganon & Co. | Stock | 112,698 | $168.1 萬 | 0.5% | −3,991−3.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,309 | $167.6 萬 | 0.5% | +266+6.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 4,600 | $165.6 萬 | 0.5% | +7+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,833 | $163.4 萬 | 0.5% | +1,826+26,085.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,598 | $163.1 萬 | 0.5% | −5−0.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,008 | $156.6 萬 | 0.5% | −50−0.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,788 | $145.0 萬 | 0.5% | −18−0.6% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,016 | $136.5 萬 | 0.4% | −25−0.4% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,335 | $115.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,494 | $114.3 萬 | 0.4% | −161−1.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 23,548 | $112.6 萬 | 0.4% | −1,000−4.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,834 | $111.1 萬 | 0.4% | +195+3.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 42,211 | $100.0 萬 | 0.3% | −1,708−3.9% | 減碼 | – |
| TRMBTrimble Inc. | COM | 13,915 | $98.3 萬 | 0.3% | −337−2.4% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 35,391 | $95.6 萬 | 0.3% | −318−0.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,834 | $92.8 萬 | 0.3% | −268−12.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,095 | $91.9 萬 | 0.3% | −40−1.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,516 | $80.2 萬 | 0.3% | −30−0.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,873 | $73.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,385 | $72.2 萬 | 0.2% | −185−2.8% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 594 | $70.4 萬 | 0.2% | +40+7.2% | 加碼 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 2,590 | $65.8 萬 | 0.2% | −919−26.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 705 | $64.6 萬 | 0.2% | +249+54.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,187 | $62.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,517 | $60.8 萬 | 0.2% | −50−0.9% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 5,731 | $59.3 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,289 | $58.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,327 | $58.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 7,960 | $57.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 4,052 | $56.8 萬 | 0.2% | +118+3.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,958 | $55.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 10,145 | $53.8 萬 | 0.2% | −1,280−11.2% | 減碼依 5 比 1 拆股換算 | 歷史 |
| CWTCalifornia Water Service Group | COM | 11,485 | $52.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,113 | $51.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,000 | $51.1 萬 | 0.2% | 00.0% | 不變 | – |
| HLIOHelios Technologies, Inc. | COM | 10,969 | $49.0 萬 | 0.2% | −150−1.3% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 13,270 | $48.2 萬 | 0.2% | −250−1.8% | 減碼 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 28,454 | $47.7 萬 | 0.2% | −132,665−82.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,954 | $46.8 萬 | 0.1% | +236+13.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,123 | $46.6 萬 | 0.1% | −50−2.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,921 | $42.2 萬 | 0.1% | −449−10.3% | 減碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 23,610 | $40.0 萬 | 0.1% | −16,557−41.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,599 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $38.7 萬 | 0.1% | −114−1.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,312 | $38.0 萬 | 0.1% | −50−3.7% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（22 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PINCPremier, Inc. | CL A | 112,610 | $225.2 萬 | 0.7% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,300 | $8.15 萬 | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 400 | $5.58 萬 | <0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 406 | $4.11 萬 | <0.1% | – |
| SONSonoco Products Co | COM | 300 | $1.64 萬 | <0.1% | 歷史 |
| OKEONEOK Inc | COM | 155 | $1.41 萬 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 503 | $9,084 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 578 | $8,491 | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 115 | $8,020 | <0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 47 | $4,859 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 62 | $2,673 | <0.1% | – |
| MDTMedtronic plc | Stock | 24 | $2,161 | <0.1% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 44 | $1,649 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 24 | $1,630 | <0.1% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 21 | $1,515 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 20 | $1,153 | <0.1% | 歷史 |
| TIMBTim S.A. | SPONSORED ADR | 61 | $1,050 | <0.1% | 歷史 |
| OCOwens Corning | Stock | 4 | $706 | <0.1% | 歷史 |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 13 | $551 | <0.1% | 歷史 |
| RBARB Global Inc. | COM | 6 | $483 | <0.1% | 歷史 |
| CUZCousins Properties Inc | COM NEW | 8 | $236 | <0.1% | 歷史 |
| DXYZDestiny Tech100 Inc. | CEF | 1 | $10 | <0.1% | 歷史 |