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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 125 | $3.62 萬 | <0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 374 | $3.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $3.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 225 | $3.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $3.79 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 416 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 950 | $3.81 萬 | <0.1% | −250−20.8% | 減碼 | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $3.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 453 | $3.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $3.84 萬 | <0.1% | −1,140−72.2% | 減碼 | – |
| CGNXCognex Corp | COM | 1,072 | $3.84 萬 | <0.1% | +1,012+1,686.7% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 364 | $3.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 245 | $3.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 676 | $4.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 384 | $4.06 萬 | <0.1% | −83−17.8% | 減碼 | 歷史 |
| AROWArrow Financial Corp | COM | 1,458 | $4.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOLVSolventum Corp | Stock | 650 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 328 | $4.31 萬 | <0.1% | 00.0% | 不變 | – |
| TWLOTwilio Inc | CL A | 400 | $4.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 559 | $4.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 214 | $4.40 萬 | <0.1% | +44+25.9% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 371 | $4.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMPRKEMPER Corp | COM | 675 | $4.48 萬 | <0.1% | +675 | 新進 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 1,500 | $4.57 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| BHBBar Harbor Bankshares | COM | 1,500 | $4.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,698 | $4.64 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| TSLATesla, Inc. | Stock | 118 | $4.77 萬 | <0.1% | −10−7.8% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 454 | $4.84 萬 | <0.1% | +4+0.9% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| SPOTSpotify Technology S.A. | Stock | 110 | $4.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $5.01 萬 | <0.1% | +1,750 | 新進 | – |
| CMECME Group Inc. | COM | 216 | $5.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 500 | $5.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 1,140 | $5.12 萬 | <0.1% | −50−4.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 191 | $5.28 萬 | <0.1% | +43+29.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 700 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 500 | $5.33 萬 | <0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 100 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 320 | $5.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 110 | $5.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 718 | $6.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 551 | $6.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 316 | $6.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 683 | $6.24 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 550 | $6.34 萬 | <0.1% | −250−31.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $6.45 萬 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 847 | $6.62 萬 | <0.1% | −4−0.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,126 | $6.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 250 | $6.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMNEastman Chemical Co | Stock | 755 | $6.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 1,118 | $6.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 650 | $7.02 萬 | <0.1% | +102+18.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,616 | $7.12 萬 | <0.1% | 00.0% | 不變 | – |
| FDSFactset Research Systems Inc | Stock | 150 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 770 | $7.24 萬 | <0.1% | −200−20.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 146 | $7.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 223 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 3,471 | $7.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $7.48 萬 | <0.1% | +986+4,108.3% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 207 | $7.58 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $7.61 萬 | <0.1% | 00.0% | 不變 | – |
| IDAIdacorp Inc | COM | 700 | $7.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 218 | $7.91 萬 | <0.1% | −33−13.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 519 | $7.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $8.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 421 | $8.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 158 | $8.21 萬 | <0.1% | −4−2.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $8.32 萬 | <0.1% | −1,100−50.0% | 減碼 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,745 | $8.72 萬 | <0.1% | 00.0% | 不變 | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $8.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WEXWEX Inc. | COM | 500 | $8.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,095 | $8.96 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 1,282 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $9.08 萬 | <0.1% | 00.0% | 不變 | – |
| YUMYum Brands Inc | Stock | 680 | $9.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,189 | $9.19 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $9.19 萬 | <0.1% | 00.0% | 不變 | – |
| AVYAvery Dennison Corp | COM | 504 | $9.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 534 | $9.72 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 575 | $9.73 萬 | <0.1% | 00.0% | 不變 | – |
| NEOGNeogen Corp | COM | 8,066 | $9.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $9.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 365 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 902 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 100 | $10.5 萬 | <0.1% | −4−3.8% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 1,260 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 1,500 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 3,351 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $11.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,140 | $11.3 萬 | <0.1% | −960−45.7% | 減碼 | – |
| CORCencora, Inc. | Stock | 508 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 4,096 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 1,416 | $11.5 萬 | <0.1% | −50−3.4% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 633 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 843 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 350 | $12.4 萬 | <0.1% | +350 | 新進 | 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 |