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 |
|---|---|---|---|---|---|---|---|
| SYYSysco Corp | Stock | 4,750 | $35.6 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $32.3 萬 | 0.1% | −200−8.5% | 減碼 | 歷史 |
| WATWaters Corp | COM | 875 | $32.2 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 971 | $31.9 萬 | 0.1% | −72−6.9% | 減碼 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 9,657 | $31.0 萬 | 0.1% | −1,312−12.0% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 4,525 | $29.0 萬 | 0.1% | −2,400−34.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 962 | $28.4 萬 | 0.1% | −15−1.5% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,508 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 227 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,386 | $26.7 萬 | 0.1% | −512−17.7% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,022 | $26.0 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,238 | $25.9 萬 | 0.1% | −3,666−26.4% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,474 | $25.8 萬 | 0.1% | −180−6.8% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,888 | $25.5 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 |
| CMCSAComcast Corp | Stock | 6,800 | $25.1 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 |
| VVisa Inc. | Stock | 679 | $23.8 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 | – |
| UNPUnion Pacific Corp | Stock | 950 | $22.4 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 |
| ANSSAnsys Inc | COM | 663 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,755 | $20.9 萬 | 0.1% | −362−17.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 670 | $20.5 萬 | 0.1% | −109−14.0% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 859 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $19.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $19.4 萬 | 0.1% | −200−27.1% | 減碼 | – |
| MCKMcKesson Corp | Stock | 286 | $19.2 萬 | 0.1% | −46−13.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 932 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,424 | $18.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 700 | $18.4 萬 | 0.1% | −10−1.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,947 | $18.0 萬 | 0.1% | −292−9.0% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 671 | $17.7 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 |
| WMWaste Management Inc | Stock | 751 | $17.4 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 |
| HSYHershey Co | COM | 1,000 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 473 | $16.5 萬 | 0.1% | −18−3.7% | 減碼 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 8,272 | $16.3 萬 | 0.1% | −20,182−70.9% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $16.0 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 |
| AJGArthur J. Gallagher & Co. | COM | 454 | $15.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404 | $15.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $14.7 萬 | <0.1% | −150−20.9% | 減碼 | – |
| KMXCarMax Inc | COM | 1,822 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,286 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 500 | $13.9 萬 | <0.1% | −8−1.6% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $13.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,516 | $13.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,061 | $12.9 萬 | <0.1% | −40−3.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 2,763 | $12.6 萬 | <0.1% | −537−16.3% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,974 | $12.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 1,260 | $12.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,140 | $11.8 萬 | <0.1% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 60 | $11.8 萬 | <0.1% | +60 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,514 | $11.4 萬 | <0.1% | −5,090−66.9% | 減碼 | 歷史 |
| TNCTennant Co | COM | 1,416 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 474 | $11.2 萬 | <0.1% | −76−13.8% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 633 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 350 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 680 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 1,500 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $9.97 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 575 | $9.93 萬 | <0.1% | 00.0% | 不變 | – |
| GWWW.W. Grainger, Inc. | Stock | 100 | $9.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $9.46 萬 | <0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 867 | $9.45 萬 | <0.1% | +97+12.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 158 | $9.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,189 | $9.31 萬 | <0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $9.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $9.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,275 | $9.15 萬 | <0.1% | −7−0.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 534 | $9.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 543 | $9.08 萬 | <0.1% | −300−35.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $9.06 萬 | <0.1% | 00.0% | 不變 | – |
| AVYAvery Dennison Corp | COM | 504 | $8.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $8.86 萬 | <0.1% | −151−4.5% | 減碼 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $8.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $8.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 428 | $8.81 萬 | <0.1% | +108+33.8% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 365 | $8.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 560 | $8.60 萬 | <0.1% | +41+7.9% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $8.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 694 | $8.29 萬 | <0.1% | −208−23.1% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 700 | $8.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 177 | $8.05 萬 | <0.1% | +27+18.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,102 | $8.03 萬 | <0.1% | −24−2.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $7.94 萬 | <0.1% | 00.0% | 不變 | – |
| WEXWEX Inc. | COM | 500 | $7.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 1,140 | $7.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 1,118 | $7.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 250 | $7.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 146 | $7.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $7.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 218 | $7.19 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 |