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 |
|---|---|---|---|---|---|---|---|
| SLFSun Life Financial Inc | COM | 925 | $6.15 萬 | <0.1% | +249+36.8% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $6.54 萬 | <0.1% | −271−7.8% | 減碼 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 4,190 | $6.65 萬 | <0.1% | −6,170−59.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 124 | $7.02 萬 | <0.1% | +24+24.0% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 320 | $7.14 萬 | <0.1% | −108−25.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $7.22 萬 | <0.1% | 00.0% | 不變 | – |
| SMCISuper Micro Computer, Inc. | Stock | 1,500 | $7.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $7.45 萬 | <0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 146 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 543 | $7.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 250 | $7.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $7.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 1,140 | $7.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 177 | $7.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 223 | $7.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IDAIdacorp Inc | COM | 700 | $8.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 1,087 | $8.09 萬 | <0.1% | −31−2.8% | 減碼 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 746 | $8.18 萬 | <0.1% | +94+14.4% | 加碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 207 | $8.21 萬 | <0.1% | 00.0% | 不變 | – |
| SPOTSpotify Technology S.A. | Stock | 110 | $8.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 218 | $8.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 960 | $8.47 萬 | <0.1% | −300−23.8% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $8.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,014 | $8.71 萬 | <0.1% | −500−19.9% | 減碼 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $8.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $8.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $8.90 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 560 | $8.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 158 | $8.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 694 | $8.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 867 | $9.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,189 | $9.36 萬 | <0.1% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $9.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 1,500 | $9.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,043 | $9.73 萬 | <0.1% | −59−5.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $9.80 萬 | <0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 365 | $9.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96 | $9.99 萬 | <0.1% | −4−4.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 575 | $10.2 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 1,275 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $10.8 萬 | <0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 534 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 738 | $10.9 萬 | <0.1% | +58+8.5% | 加碼 | 歷史 |
| TNCTennant Co | COM | 1,416 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 6,665 | $11.3 萬 | <0.1% | −1,607−19.4% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,140 | $11.6 萬 | <0.1% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 633 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 3,306 | $12.0 萬 | <0.1% | −67,705−95.3% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 474 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,727 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,822 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,921 | $13.5 萬 | <0.1% | −26−0.9% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,118 | $13.8 萬 | <0.1% | +57+5.4% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 322 | $14.3 萬 | <0.1% | −4−1.2% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,486 | $14.3 萬 | <0.1% | −30−0.9% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,962 | $14.4 萬 | <0.1% | −12−0.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 2,763 | $14.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 454 | $14.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 500 | $15.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $15.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,168 | $15.6 萬 | <0.1% | −118−9.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $15.9 萬 | <0.1% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 473 | $16.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,000 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 350 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 751 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 6,093 | $17.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404 | $17.7 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 671 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 850 | $19.6 萬 | 0.1% | −100−10.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,004 | $19.8 萬 | 0.1% | +72+7.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,424 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 286 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,755 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 6,457 | $21.5 萬 | 0.1% | −3,200−33.1% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $22.2 萬 | 0.1% | −175−18.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 735 | $22.4 萬 | 0.1% | −91−11.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,268 | $22.5 萬 | 0.1% | −970−9.5% | 減碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,855 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | Stock | 859 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| WATWaters Corp | COM | 665 | $23.2 萬 | 0.1% | −210−24.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,470 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 2,359 | $23.3 萬 | 0.1% | −115−4.6% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 663 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,460 | $23.6 萬 | 0.1% | −48−1.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 679 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSEXMiddlesex Water Co | COM | 4,525 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 226 | $26.5 萬 | 0.1% | −1−0.4% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 932 | $27.8 萬 | 0.1% | +232+33.1% | 加碼 | 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 |