Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 449
- 較 2024 年第 4 季 −9
- 總值
- $3.07 億
- 較 2024 年第 4 季 −$746.2 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $4,621 | <0.1% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 50 | $4,637 | <0.1% | −118−70.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 32 | $4,677 | <0.1% | +12+60.0% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 18 | $4,763 | <0.1% | −24−57.1% | 減碼 | 歷史 |
| KKellanova | Stock | 59 | $4,867 | <0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 219 | $4,934 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 62 | $4,978 | <0.1% | 00.0% | 不變 | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 1,644 | $5,031 | <0.1% | −1,452−46.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 50 | $5,137 | <0.1% | −6−10.7% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 26 | $5,384 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 13 | $5,459 | <0.1% | 00.0% | 不變 | 歷史 |
| CHXChampionX Corp | COM | 184 | $5,483 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 25 | $5,535 | <0.1% | +25 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 7 | $5,707 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 330 | $5,967 | <0.1% | 00.0% | 不變 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $6,044 | <0.1% | −63−44.4% | 減碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 500 | $6,225 | <0.1% | +390+354.5% | 加碼 | 歷史 |
| HASHasbro, Inc. | COM | 107 | $6,578 | <0.1% | +44+69.8% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 37 | $6,665 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 19 | $6,699 | <0.1% | +16+533.3% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $6,889 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $7,294 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 50 | $7,363 | <0.1% | +50 | 新進 | 歷史 |
| IBNIcici Bank Ltd | ADR | 244 | $7,691 | <0.1% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 33 | $7,706 | <0.1% | +15+83.3% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 41 | $7,756 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 228 | $7,866 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 49 | $8,163 | <0.1% | 00.0% | 不變 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $8,297 | <0.1% | −2,317−64.8% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 32 | $8,378 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $8,448 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9,194 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 100 | $9,195 | <0.1% | −75−42.9% | 減碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 174 | $9,396 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 84 | $9,412 | <0.1% | −76−47.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 105 | $9,435 | <0.1% | +105 | 新進 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $9,844 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $9,872 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 400 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40 | $1.03 萬 | <0.1% | 00.0% | 不變 | – |
| HLNHaleon plc | ADR | 1,000 | $1.03 萬 | <0.1% | −1,345−57.4% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 146 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $1.15 萬 | <0.1% | +55 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 200 | $1.16 萬 | <0.1% | +200 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 51 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 63 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 120 | $1.34 萬 | <0.1% | −254−67.9% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 200 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $1.37 萬 | <0.1% | −1,855−88.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 51 | $1.40 萬 | <0.1% | −74−59.2% | 減碼 | – |
| UNBUnion Bankshares Inc | COM | 450 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 117 | $1.49 萬 | <0.1% | −50−29.9% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 167 | $1.56 萬 | <0.1% | +1+0.6% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 131 | $1.56 萬 | <0.1% | +35+36.5% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 90 | $1.58 萬 | <0.1% | +90 | 新進 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 293 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 77 | $1.60 萬 | <0.1% | +77 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 161 | $1.66 萬 | <0.1% | +27+20.1% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 134 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBSUBS Group AG | Stock | 591 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 1,017 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 210 | $1.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 141 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 72 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 230 | $2.06 萬 | <0.1% | −16−6.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 111 | $2.15 萬 | <0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 46 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 90 | $2.20 萬 | <0.1% | −15−14.3% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 404 | $2.21 萬 | <0.1% | +397+5,671.4% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 483 | $2.28 萬 | <0.1% | +345+250.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 5 | $2.32 萬 | <0.1% | +5 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 161 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 76 | $2.37 萬 | <0.1% | +23+43.4% | 加碼 | 歷史 |
| LLoews Corp | COM | 263 | $2.42 萬 | <0.1% | −150−36.3% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 319 | $2.48 萬 | <0.1% | −40−11.1% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 118 | $2.50 萬 | <0.1% | +93+372.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 102 | $2.64 萬 | <0.1% | −16−13.6% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 348 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LCIDLucid Group, Inc. | COM | 11,607 | $2.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 78 | $2.99 萬 | <0.1% | +18+30.0% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 400 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 192 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 50 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 200 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 93 | $3.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 34 | $3.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 760 | $3.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 427 | $3.31 萬 | <0.1% | −26−5.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 344 | $3.37 萬 | <0.1% | −72−17.3% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 279 | $3.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 1,186 | $3.54 萬 | <0.1% | +114+10.6% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 355 | $3.64 萬 | <0.1% | +355 | 新進 | – |
| KMBKimberly Clark Corp | Stock | 262 | $3.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $3.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（44 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AGCOAGCO Corp | COM | 26,159 | $244.5 萬 | 0.8% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 4,096 | $11.5 萬 | <0.1% | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,745 | $8.72 萬 | <0.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,616 | $7.12 萬 | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 550 | $6.34 萬 | <0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,698 | $4.64 萬 | <0.1% | – |
| PPGPPG Industries Inc | Stock | 371 | $4.43 萬 | <0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 328 | $4.31 萬 | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 150 | $3.31 萬 | <0.1% | 歷史 |
| NARIInari Medical, Inc. | Stock | 568 | $2.90 萬 | <0.1% | 歷史 |
| UTMDUtah Medical Products Inc | COM | 450 | $2.77 萬 | <0.1% | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 439 | $2.66 萬 | <0.1% | – |
| XRAYDentsply Sirona Inc. | Stock | 1,225 | $2.33 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 120 | $2.07 萬 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 363 | $1.95 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 39 | $1.44 萬 | <0.1% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 67 | $1.14 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 124 | $9,900 | <0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 325 | $9,019 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 42 | $8,253 | <0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 53 | $7,754 | <0.1% | 歷史 |
| KRKroger Co | Stock | 108 | $6,604 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 27 | $5,041 | <0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 16 | $3,520 | <0.1% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 35 | $3,414 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5 | $2,863 | <0.1% | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 86 | $2,630 | <0.1% | 歷史 |
| WDCWestern Digital Corp | COM | 44 | $2,624 | <0.1% | 歷史 |
| KRCKilroy Realty Corp | COM | 62 | $2,508 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 51 | $2,479 | <0.1% | 歷史 |
| CIBGrupo Cibest S.A. | SPON ADR PREF | 77 | $2,426 | <0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 146 | $2,375 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 29 | $2,342 | <0.1% | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 15 | $2,320 | <0.1% | 歷史 |
| KBHKB Home | COM | 33 | $2,169 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 132 | $2,068 | <0.1% | 歷史 |
| QGENQiagen N.V. | Stock | 31 | $1,380 | <0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 13 | $1,243 | <0.1% | 歷史 |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 173 | $1,126 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 6 | $898 | <0.1% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 6 | $694 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 2 | $623 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 6 | $505 | <0.1% | 歷史 |
| WKHSWorkhorse Group Inc. | COM SHS | 10 | $7 | <0.1% | 歷史 |