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 |
|---|---|---|---|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | 315 | $12.7 萬 | <0.1% | −3−0.9% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 454 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 550 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,101 | $13.3 萬 | <0.1% | +806+273.2% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,974 | $13.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,516 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,822 | $14.9 萬 | <0.1% | +20+1.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 751 | $15.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $15.2 萬 | <0.1% | 00.0% | 不變 | – |
| GLWCorning Inc | COM | 3,300 | $15.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,286 | $15.9 萬 | 0.1% | +10+0.8% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 671 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 7,119 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,424 | $16.5 萬 | 0.1% | +15+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404 | $16.6 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 8,300 | $16.6 萬 | 0.1% | −200−2.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 491 | $16.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,000 | $16.9 萬 | 0.1% | −6−0.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,239 | $18.3 萬 | 0.1% | −100−3.0% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $18.4 萬 | 0.1% | −20−3.0% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 332 | $18.9 萬 | 0.1% | −24−6.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 718 | $19.0 萬 | 0.1% | −90−11.1% | 減碼 | – |
| MCOMoodys Corp | Stock | 402 | $19.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 1,248 | $19.3 萬 | 0.1% | −350−21.9% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 859 | $19.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 826 | $20.0 萬 | 0.1% | −50−5.7% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 710 | $20.7 萬 | 0.1% | −25−3.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 932 | $21.4 萬 | 0.1% | +197+26.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 679 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 950 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| ANSSAnsys Inc | COM | 663 | $22.4 萬 | 0.1% | +21+3.3% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,117 | $24.7 萬 | 0.1% | −150−6.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 779 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,655 | $25.6 萬 | 0.1% | −240−4.1% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 2,508 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,598 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,888 | $27.0 萬 | 0.1% | +268+7.4% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 227 | $27.8 萬 | 0.1% | +15+7.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 977 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 1,043 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 738 | $29.6 萬 | 0.1% | −150−16.9% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 7,604 | $30.4 萬 | 0.1% | −50−0.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,898 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 3,042 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 880 | $32.6 萬 | 0.1% | −50−5.4% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,654 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 5,777 | $36.0 萬 | 0.1% | −28−0.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 4,735 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSEXMiddlesex Water Co | COM | 6,925 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 13,904 | $36.9 萬 | 0.1% | −265−1.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,101 | $37.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,904 | $37.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,354 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,312 | $38.0 萬 | 0.1% | −50−3.7% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $38.7 萬 | 0.1% | −114−1.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,599 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 23,610 | $40.0 萬 | 0.1% | −16,557−41.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,921 | $42.2 萬 | 0.1% | −449−10.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,123 | $46.6 萬 | 0.1% | −50−2.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,954 | $46.8 萬 | 0.1% | +236+13.7% | 加碼 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 28,454 | $47.7 萬 | 0.2% | −132,665−82.3% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 13,270 | $48.2 萬 | 0.2% | −250−1.8% | 減碼 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 10,969 | $49.0 萬 | 0.2% | −150−1.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,000 | $51.1 萬 | 0.2% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 3,113 | $51.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 11,485 | $52.1 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 |
| TXNTexas Instruments Inc | Stock | 2,958 | $55.5 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 |
| NEENextera Energy Inc | Stock | 7,960 | $57.1 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 |
| DISWalt Disney Co | Stock | 5,289 | $58.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 5,731 | $59.3 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 5,517 | $60.8 萬 | 0.2% | −50−0.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,187 | $62.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 705 | $64.6 萬 | 0.2% | +249+54.6% | 加碼 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 2,590 | $65.8 萬 | 0.2% | −919−26.2% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 594 | $70.4 萬 | 0.2% | +40+7.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,385 | $72.2 萬 | 0.2% | −185−2.8% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,873 | $73.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,516 | $80.2 萬 | 0.3% | −30−0.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,095 | $91.9 萬 | 0.3% | −40−1.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,834 | $92.8 萬 | 0.3% | −268−12.7% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 35,391 | $95.6 萬 | 0.3% | −318−0.9% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 13,915 | $98.3 萬 | 0.3% | −337−2.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 42,211 | $100.0 萬 | 0.3% | −1,708−3.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,834 | $111.1 萬 | 0.4% | +195+3.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 23,548 | $112.6 萬 | 0.4% | −1,000−4.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,494 | $114.3 萬 | 0.4% | −161−1.4% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,335 | $115.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,016 | $136.5 萬 | 0.4% | −25−0.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,788 | $145.0 萬 | 0.5% | −18−0.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,008 | $156.6 萬 | 0.5% | −50−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,598 | $163.1 萬 | 0.5% | −5−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,833 | $163.4 萬 | 0.5% | +1,826+26,085.7% | 加碼 | 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 |