Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/23 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 426
- 較 2025 年第 2 季 +18
- 總值
- $3.54 億
- 較 2025 年第 2 季 +$1,951 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 0 | $1 | <0.1% | 0 | 不變 | – |
| STEWSRH Total Return Fund, Inc. | COM | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $1 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 0 | $4 | <0.1% | 0 | 不變 | – |
| LiveWire Group, Inc.53838J113 | *W EXP 09/26/202 | 50 | $4 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 0 | $6 | <0.1% | 0 | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 0 | $10 | <0.1% | 0 | 不變 | – |
| MTCHMatch Group, Inc. | COM | 0 | $10 | <0.1% | −12−100.0% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 0 | $25 | <0.1% | 0 | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1 | $47 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 30 | $57 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 0 | $69 | <0.1% | 0 | 不變 | 歷史 |
| HASHasbro, Inc. | COM | 1 | $74 | <0.1% | 00.0% | 不變 | 歷史 |
| OLEDUniversal Display Corp | COM | 1 | $92 | <0.1% | 00.0% | 不變 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $111 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1 | $181 | <0.1% | 00.0% | 不變 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 5 | $185 | <0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 0 | $229 | <0.1% | 0 | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1 | $271 | <0.1% | 00.0% | 不變 | – |
| GRWGGrowGeneration Corp. | COM | 200 | $374 | <0.1% | 00.0% | 不變 | 歷史 |
| VIAVia Transportation, Inc. | COM CL A | 10 | $481 | <0.1% | +10 | 新進 | 歷史 |
| VSTSVestis Corp | COM SHS | 113 | $510 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 300 | $519 | <0.1% | 00.0% | 不變 | 歷史 |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $523 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDLSNDL Inc. | COM | 222 | $595 | <0.1% | 00.0% | 不變 | 歷史 |
| RALRalliant Corp | Stock | 15 | $656 | <0.1% | 00.0% | 不變 | 歷史 |
| SAPSAP SE | ADR | 3 | $802 | <0.1% | 00.0% | 不變 | 歷史 |
| GIBCgi Inc | CL A | 9 | $802 | <0.1% | 00.0% | 不變 | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 33 | $950 | <0.1% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 0 | $1,033 | <0.1% | 0 | 不變 | 歷史 |
| AONAon plc | CL A | 3 | $1,070 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 20 | $1,078 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 11 | $1,141 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 19 | $1,145 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 83 | $1,285 | <0.1% | +83 | 新進 | – |
| VTRSViatris Inc | Stock | 138 | $1,366 | <0.1% | 00.0% | 不變 | 歷史 |
| AGOAssured Guaranty Ltd | COM | 17 | $1,439 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1,576 | <0.1% | 00.0% | 不變 | – |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1,617 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 72 | $1,651 | <0.1% | +72 | 新進 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $1,652 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 34 | $1,810 | <0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 22 | $1,812 | <0.1% | −40−64.5% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 37 | $1,871 | <0.1% | −32−46.4% | 減碼 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $1,911 | <0.1% | 00.0% | 不變 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 137 | $1,940 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 11 | $1,960 | <0.1% | 00.0% | 不變 | 歷史 |
| UNMUnum Group | Stock | 26 | $2,022 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 25 | $2,102 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLYFastly, Inc. | CL A | 250 | $2,138 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 45 | $2,205 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 14 | $2,225 | <0.1% | 00.0% | 不變 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 100 | $2,260 | <0.1% | 00.0% | 不變 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 20 | $2,420 | <0.1% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2,645 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 255 | $2,723 | <0.1% | 00.0% | 不變 | 歷史 |
| RNGRingCentral, Inc. | CL A | 100 | $2,834 | <0.1% | 00.0% | 不變 | 歷史 |
| LNWOLight & Wonder, Inc. | COM | 36 | $3,022 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 16 | $3,140 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 29 | $3,283 | <0.1% | 00.0% | 不變 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $3,407 | <0.1% | 00.0% | 不變 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $3,436 | <0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 134 | $3,445 | <0.1% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 18 | $3,654 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $3,993 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $4,133 | <0.1% | 00.0% | 不變 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $4,185 | <0.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 10 | $4,262 | <0.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 21 | $4,264 | <0.1% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18 | $4,333 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $4,511 | <0.1% | 00.0% | 不變 | 歷史 |
| KKellanova | Stock | 59 | $4,839 | <0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14 | $4,918 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $5,059 | <0.1% | 00.0% | 不變 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 37 | $5,063 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 42 | $5,198 | <0.1% | +42 | 新進 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $5,299 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 56 | $5,390 | <0.1% | 00.0% | 不變 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $5,404 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 56 | $5,407 | <0.1% | +56 | 新進 | – |
| DDDuPont de Nemours, Inc. | COM | 71 | $5,531 | <0.1% | +71 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 26 | $5,581 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 51 | $5,607 | <0.1% | 00.0% | 不變 | 歷史 |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $5,615 | <0.1% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 39 | $5,745 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 50 | $6,165 | <0.1% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 50 | $6,524 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 331 | $6,738 | <0.1% | 00.0% | 不變 | – |
| MASIMasimo Corp | COM | 49 | $7,230 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 57 | $7,310 | <0.1% | −63−52.5% | 減碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 500 | $7,340 | <0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 244 | $7,376 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $7,425 | <0.1% | +66 | 新進 | 歷史 |
| STNEStoneCo Ltd. | COM | 410 | $7,753 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $7,840 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 60 | $8,034 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 50 | $8,090 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 13 | $8,306 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $8,615 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 229 | $8,797 | <0.1% | +1+0.4% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（8 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 663 | $23.3 萬 | 0.1% | 歷史 |
| HMNHorace Mann Educators Corp | COM | 760 | $3.27 萬 | <0.1% | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 117 | $1.76 萬 | <0.1% | – |
| EQIXEquinix Inc | COM | 7 | $5,568 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 18 | $4,401 | <0.1% | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 1,330 | $4,017 | <0.1% | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 213 | $3,274 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 14 | $1,492 | <0.1% | 歷史 |