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 |
|---|---|---|---|---|---|---|---|
| METMetlife Inc | Stock | 62 | $5,077 | <0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 219 | $5,234 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 13 | $5,375 | <0.1% | +5+62.5% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $5,949 | <0.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 20 | $6,003 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 330 | $6,055 | <0.1% | +2+0.6% | 加碼 | – |
| TEAMAtlassian Corp | CL A | 25 | $6,085 | <0.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 7 | $6,600 | <0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 108 | $6,604 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 56 | $6,764 | <0.1% | 00.0% | 不變 | 歷史 |
| COOCooper Companies, Inc. | COM | 76 | $6,987 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $7,202 | <0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 244 | $7,286 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $7,299 | <0.1% | 00.0% | 不變 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 37 | $7,303 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $7,390 | <0.1% | 00.0% | 不變 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 41 | $7,686 | <0.1% | +24+141.2% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 53 | $7,754 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 49 | $8,100 | <0.1% | 00.0% | 不變 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 181 | $8,221 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 42 | $8,253 | <0.1% | 00.0% | 不變 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 243 | $8,425 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 400 | $8,464 | <0.1% | −435−52.1% | 減碼依 5 比 1 拆股換算 | 歷史 |
| ARMKAramark | COM | 227 | $8,478 | <0.1% | 00.0% | 不變 | 歷史 |
| CAGConagra Brands Inc. | Stock | 325 | $9,019 | <0.1% | −141−30.3% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 32 | $9,458 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 141 | $9,549 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9,707 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $9,882 | <0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 124 | $9,900 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $9,932 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 86 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 42 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40 | $1.08 萬 | <0.1% | 00.0% | 不變 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 142 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 3,096 | $1.10 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| NDAQNasdaq, Inc. | COM | 146 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 67 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 173 | $1.15 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 200 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 51 | $1.20 萬 | <0.1% | +10+24.4% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 134 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 96 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 166 | $1.42 萬 | <0.1% | +1+0.6% | 加碼 | – |
| HONHoneywell International Inc | COM | 63 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 39 | $1.44 萬 | <0.1% | −2−4.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 175 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 160 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 293 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $1.69 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| PGRProgressive Corp | Stock | 72 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRECbre Group, Inc. | CL A | 134 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBSUBS Group AG | Stock | 591 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 168 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 53 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 46 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNSBank of Nova Scotia | COM | 363 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 359 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 120 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 3,576 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 111 | $2.17 萬 | <0.1% | −225−67.0% | 減碼 | – |
| INFYInfosys Ltd | SPONSORED ADR | 1,017 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 105 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 105 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 2,345 | $2.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 1,225 | $2.33 萬 | <0.1% | −75−5.8% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 167 | $2.33 萬 | <0.1% | 00.0% | 不變 | – |
| VLTOVeralto Corp | Stock | 234 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 246 | $2.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 210 | $2.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 141 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 348 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 161 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $2.66 萬 | <0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 60 | $2.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 200 | $2.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTMDUtah Medical Products Inc | COM | 450 | $2.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $2.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NARIInari Medical, Inc. | Stock | 568 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 760 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 400 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 279 | $3.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 54 | $3.16 萬 | <0.1% | −60−52.6% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 50 | $3.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 150 | $3.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 1,029 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 262 | $3.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 93 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 34 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 413 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LCIDLucid Group, Inc. | COM | 11,607 | $3.51 萬 | <0.1% | −641−5.2% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 192 | $3.56 萬 | <0.1% | 00.0% | 不變 | 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 |