Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 408
- 較 2025 年第 1 季 −41
- 總值
- $3.34 億
- 較 2025 年第 1 季 +$2,736 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LECOLincoln Electric Holdings Inc | COM | 41 | $8,500 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 21 | $8,830 | <0.1% | 00.0% | 不變 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $9,115 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 105 | $9,153 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 100 | $9,183 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 84 | $9,313 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 228 | $9,566 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 175 | $9,659 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $9,660 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $9,896 | <0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 32 | $9,906 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 112 | $1.02 萬 | <0.1% | −232−67.4% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 1,000 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 400 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 96 | $1.27 萬 | <0.1% | −35−26.7% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 146 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,019 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 200 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 51 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 169 | $1.43 萬 | <0.1% | +2+1.2% | 加碼 | – |
| NVSNovartis AG | ADR | 120 | $1.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 63 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 161 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $1.62 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 117 | $1.76 萬 | <0.1% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 101 | $1.76 萬 | <0.1% | −40−28.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $1.78 萬 | <0.1% | 00.0% | 不變 | – |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 605 | $1.85 萬 | <0.1% | −35,241−98.3% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRECbre Group, Inc. | CL A | 134 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 72 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBSUBS Group AG | Stock | 591 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 52 | $2.01 萬 | <0.1% | −26−33.3% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 137 | $2.20 萬 | <0.1% | +137 | 新進 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $2.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 76 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 46 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 34 | $2.41 萬 | <0.1% | +34 | 新進 | 歷史 |
| LLoews Corp | COM | 263 | $2.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 293 | $2.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 230 | $2.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LCIDLucid Group, Inc. | COM | 11,607 | $2.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 210 | $2.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 319 | $2.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 200 | $2.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 696 | $2.92 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $2.93 萬 | <0.1% | −27−33.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 161 | $2.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 410 | $3.02 萬 | <0.1% | −17−4.0% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 192 | $3.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 738 | $3.23 萬 | <0.1% | +738 | 新進 | – |
| TSLATesla, Inc. | Stock | 102 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMNHorace Mann Educators Corp | COM | 760 | $3.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 1,030 | $3.27 萬 | <0.1% | −156−13.2% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 1,030 | $3.36 萬 | <0.1% | −560−35.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 262 | $3.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 351 | $3.39 萬 | <0.1% | −200−36.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 50 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 384 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 279 | $3.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 34 | $3.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $3.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 214 | $3.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $3.82 萬 | <0.1% | 00.0% | 不變 | – |
| AROWArrow Financial Corp | COM | 1,458 | $3.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $3.88 萬 | <0.1% | 00.0% | 不變 | – |
| CMECME Group Inc. | COM | 142 | $3.90 萬 | <0.1% | −3−2.1% | 減碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 400 | $3.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 92 | $4.02 萬 | <0.1% | −1−1.1% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 364 | $4.20 萬 | <0.1% | −218−37.5% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 193 | $4.22 萬 | <0.1% | +103+114.4% | 加碼 | 歷史 |
| KMPRKEMPER Corp | COM | 675 | $4.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 559 | $4.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BHBBar Harbor Bankshares | COM | 1,500 | $4.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 196 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 232 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 460 | $4.81 萬 | <0.1% | +3+0.7% | 加碼 | – |
| SOLVSolventum Corp | Stock | 650 | $4.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 700 | $4.97 萬 | <0.1% | −64−8.4% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 400 | $4.97 萬 | <0.1% | −58−12.7% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 681 | $5.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $5.20 萬 | <0.1% | −145−17.1% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 500 | $5.20 萬 | <0.1% | −50−9.1% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $5.26 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 2,389 | $5.35 萬 | <0.1% | +289+13.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 187 | $5.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 500 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| DASHDoorDash, Inc. | Stock | 225 | $5.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $5.63 萬 | <0.1% | 00.0% | 不變 | – |
| EMNEastman Chemical Co | Stock | 755 | $5.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 250 | $5.66 萬 | <0.1% | −66−20.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 77 | $5.70 萬 | <0.1% | −31−28.7% | 減碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 385 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 110 | $5.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 950 | $6.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（48 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WEXWEX Inc. | COM | 500 | $7.85 萬 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 8,066 | $6.99 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 683 | $6.27 萬 | <0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 497 | $6.06 萬 | <0.1% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,000 | $4.47 萬 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 72 | $4.11 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 404 | $2.21 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 111 | $2.15 萬 | <0.1% | – |
| TTWOTake Two Interactive Software Inc | COM | 77 | $1.60 萬 | <0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 90 | $1.58 萬 | <0.1% | 歷史 |
| TREXTrex Co Inc | COM | 200 | $1.16 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40 | $1.03 萬 | <0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 19 | $6,699 | <0.1% | 歷史 |
| CHXChampionX Corp | COM | 184 | $5,483 | <0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 95 | $3,866 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 41 | $3,025 | <0.1% | 歷史 |
| IPGPIpg Photonics Corp | COM | 47 | $2,968 | <0.1% | 歷史 |
| PCGPG&E Corp | Stock | 155 | $2,663 | <0.1% | 歷史 |
| SYFSynchrony Financial | COM | 48 | $2,541 | <0.1% | 歷史 |
| XPEVXpeng Inc. | ADS | 120 | $2,486 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 33 | $2,077 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 20 | $1,984 | <0.1% | 歷史 |
| GENGen Digital Inc. | Stock | 72 | $1,911 | <0.1% | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 98 | $1,873 | <0.1% | 歷史 |
| PRLBProto Labs Inc | COM | 53 | $1,857 | <0.1% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 18 | $1,853 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 42 | $1,727 | <0.1% | 歷史 |
| OSKOshkosh Corp | COM | 18 | $1,693 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM | 20 | $1,687 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 19 | $1,652 | <0.1% | 歷史 |
| MFCManulife Financial Corp | COM | 52 | $1,620 | <0.1% | 歷史 |
| BOCBoston Omaha Corp | Stock | 100 | $1,458 | <0.1% | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 25 | $1,368 | <0.1% | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 245 | $1,009 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 15 | $942 | <0.1% | 歷史 |
| IXOrix Corp | SPONSORED ADR | 45 | $940 | <0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 22 | $901 | <0.1% | 歷史 |
| SNDKSandisk Corp | COM | 14 | $667 | <0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 13 | $655 | <0.1% | 歷史 |
| VNTVontier Corp | Stock | 17 | $558 | <0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 90 | $374 | <0.1% | 歷史 |
| VLTOVeralto Corp | Stock | 3 | $292 | <0.1% | 歷史 |
| CHGGChegg, Inc | COM | 393 | $251 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 2 | $210 | <0.1% | 歷史 |
| RDFNRedfin Corp | COM | 12 | $111 | <0.1% | 歷史 |
| GDRXGoodRx Holdings, Inc. | COM CL A | 20 | $88 | <0.1% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 3 | $15 | <0.1% | 歷史 |
| BLUEbluebird bio, Inc. | COM NEW | 1 | $5 | <0.1% | 歷史 |