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 |
|---|---|---|---|---|---|---|---|
| CORCencora, Inc. | Stock | 500 | $13.9 萬 | <0.1% | −8−1.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,286 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,822 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $14.7 萬 | <0.1% | −150−20.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404 | $15.0 萬 | <0.1% | 00.0% | 不變 | – |
| AJGArthur J. Gallagher & Co. | COM | 454 | $15.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 326 | $15.8 萬 | 0.1% | +11+3.5% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 8,272 | $16.3 萬 | 0.1% | −20,182−70.9% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 473 | $16.5 萬 | 0.1% | −18−3.7% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,000 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 6,093 | $17.2 萬 | 0.1% | −1,026−14.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 751 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 10,360 | $17.5 萬 | 0.1% | −13,250−56.1% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 671 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,947 | $18.0 萬 | 0.1% | −292−9.0% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 700 | $18.4 萬 | 0.1% | −10−1.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,424 | $18.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 932 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 286 | $19.2 萬 | 0.1% | −46−13.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $19.4 萬 | 0.1% | −200−27.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $19.7 萬 | 0.1% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | Stock | 859 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 670 | $20.5 萬 | 0.1% | −109−14.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 1,755 | $20.9 萬 | 0.1% | −362−17.1% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 663 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,598 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 950 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,855 | $22.5 萬 | 0.1% | −800−14.1% | 減碼 | – |
| VVisa Inc. | Stock | 679 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 826 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,888 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,474 | $25.8 萬 | 0.1% | −180−6.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,238 | $25.9 萬 | 0.1% | −3,666−26.4% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,022 | $26.0 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,386 | $26.7 萬 | 0.1% | −512−17.7% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 227 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,508 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 962 | $28.4 萬 | 0.1% | −15−1.5% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 4,525 | $29.0 萬 | 0.1% | −2,400−34.7% | 減碼 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 9,657 | $31.0 萬 | 0.1% | −1,312−12.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 971 | $31.9 萬 | 0.1% | −72−6.9% | 減碼 | 歷史 |
| WATWaters Corp | COM | 875 | $32.2 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $32.3 萬 | 0.1% | −200−8.5% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 4,750 | $35.6 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,101 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,182 | $36.9 萬 | 0.1% | −130−9.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,599 | $37.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 25,534 | $38.0 萬 | 0.1% | −87,164−77.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 835 | $39.2 萬 | 0.1% | −165−16.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 5,777 | $41.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,942 | $43.2 萬 | 0.1% | +38+1.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $43.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,281 | $43.4 萬 | 0.1% | +158+7.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,921 | $46.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 1,980 | $47.1 萬 | 0.2% | −610−23.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,954 | $47.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 6,996 | $49.6 萬 | 0.2% | −964−12.1% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $50.3 萬 | 0.2% | −541−4.1% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,327 | $50.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 9,645 | $53.1 萬 | 0.2% | −500−4.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,958 | $53.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 5,539 | $54.7 萬 | 0.2% | +250+4.7% | 加碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 11,485 | $55.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,940 | $58.5 萬 | 0.2% | −577−10.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,113 | $62.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 4,160 | $64.2 萬 | 0.2% | +108+2.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,187 | $65.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 5,925 | $65.9 萬 | 0.2% | +194+3.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 711 | $67.3 萬 | 0.2% | +6+0.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,673 | $75.7 萬 | 0.2% | −200−2.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,095 | $83.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,300 | $83.6 萬 | 0.3% | −85−1.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 594 | $85.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,656 | $86.7 萬 | 0.3% | −178−9.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,675 | $88.7 萬 | 0.3% | −159−2.7% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 13,915 | $91.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,465 | $93.6 萬 | 0.3% | −51−1.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 39,561 | $95.2 萬 | 0.3% | −2,650−6.3% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 22,548 | $95.2 萬 | 0.3% | −1,000−4.2% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 38,214 | $95.3 萬 | 0.3% | +2,823+8.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,037 | $99.1 萬 | 0.3% | −457−4.0% | 減碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 35,846 | $101.7 萬 | 0.3% | −150,568−80.8% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 20,841 | $124.6 萬 | 0.4% | −8,289−28.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,903 | $135.2 萬 | 0.4% | −113−1.9% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 112,746 | $136.2 萬 | 0.4% | +6,718+6.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,756 | $137.1 萬 | 0.4% | −32−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,033 | $139.7 萬 | 0.5% | −620−6.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,239 | $155.4 萬 | 0.5% | −70−1.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 14,190 | $156.1 萬 | 0.5% | −281−1.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 17,438 | $163.4 萬 | 0.5% | −3,287−15.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,953 | $165.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,039 | $165.5 萬 | 0.5% | −90−0.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,399 | $168.2 萬 | 0.5% | −609−10.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 4,600 | $171.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,437 | $183.0 萬 | 0.6% | −161−4.5% | 減碼 | 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 |