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 |
|---|---|---|---|---|---|---|---|
| CHDChurch & Dwight Co Inc | COM | 2,460 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 286 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 2,763 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 679 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 9,418 | $24.0 萬 | 0.1% | +150+1.6% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,755 | $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 |
| LHLabcorp Holdings Inc. | Stock | 859 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 735 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 952 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,611 | $27.0 萬 | 0.1% | +187+13.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 937 | $27.0 萬 | 0.1% | −34−3.5% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 226 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 3,022 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 904 | $31.2 萬 | 0.1% | −27−2.9% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 925 | $31.9 萬 | 0.1% | −7−0.8% | 減碼 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 6,457 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,419 | $35.7 萬 | 0.1% | +156+12.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,182 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 5,688 | $37.7 萬 | 0.1% | −250−4.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 4,650 | $38.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 670 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,101 | $42.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $44.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,835 | $44.6 萬 | 0.1% | +1,365+30.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 1,598 | $44.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,995 | $46.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,185 | $47.2 萬 | 0.1% | +142+3.5% | 加碼 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 1,810 | $47.7 萬 | 0.1% | 00.0% | 不變 | – |
| APHAmphenol Corp | CL A | 3,888 | $48.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,493 | $48.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 8,620 | $49.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $50.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,319 | $50.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 11,235 | $51.6 萬 | 0.1% | −250−2.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,160 | $52.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 898 | $53.9 萬 | 0.2% | +63+7.5% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 4,387 | $56.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,073 | $56.5 萬 | 0.2% | +125+4.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,558 | $57.1 萬 | 0.2% | +562+8.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,150 | $59.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,060 | $65.0 萬 | 0.2% | +106+5.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 705 | $65.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 5,882 | $65.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,207 | $68.7 萬 | 0.2% | +20+1.7% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,247 | $76.9 萬 | 0.2% | −2,612−14.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,236 | $83.5 萬 | 0.2% | −64−1.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,602 | $89.0 萬 | 0.3% | −38−0.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 38,293 | $93.6 萬 | 0.3% | −524−1.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,113 | $93.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $96.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,180 | $96.8 萬 | 0.3% | −74−1.7% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,393 | $100.9 萬 | 0.3% | −510−8.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,095 | $102.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 21,896 | $105.8 萬 | 0.3% | −152−0.7% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 13,915 | $113.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 14,583 | $116.6 萬 | 0.3% | −675−4.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 14,458 | $120.8 萬 | 0.3% | +62+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,444 | $122.9 萬 | 0.3% | +52+2.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,680 | $130.0 萬 | 0.4% | −76−2.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,816 | $135.9 萬 | 0.4% | −323−6.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,762 | $140.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,934 | $153.6 萬 | 0.4% | −100−0.9% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 332,655 | $160.0 萬 | 0.5% | −15,317−4.4% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 30,141 | $167.3 萬 | 0.5% | −1,390−4.4% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 67,853 | $174.7 萬 | 0.5% | +28,021+70.3% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 14,855 | $182.1 萬 | 0.5% | −975−6.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,958 | $197.1 萬 | 0.6% | +5+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,728 | $212.2 萬 | 0.6% | +38+0.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,504 | $221.8 萬 | 0.6% | −20−0.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,271 | $223.4 萬 | 0.6% | −15−0.5% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 13,200 | $234.9 萬 | 0.7% | +1,905+16.9% | 加碼 | 歷史 |
| HTOH2O America | COM | 50,685 | $246.8 萬 | 0.7% | −2,713−5.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,276 | $250.0 萬 | 0.7% | −115−3.4% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 75,227 | $252.6 萬 | 0.7% | −41,679−35.7% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,634 | $253.3 萬 | 0.7% | +867+7.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 27,349 | $261.1 萬 | 0.7% | +17,676+182.7% | 加碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 64,810 | $266.7 萬 | 0.8% | −886−1.3% | 減碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 100,327 | $272.4 萬 | 0.8% | −3,567−3.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,134 | $278.6 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,333 | $279.7 萬 | 0.8% | −2−0.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 74,327 | $291.3 萬 | 0.8% | +5,108+7.4% | 加碼 | 歷史 |
| TUTelus Corp | COM | 188,206 | $296.8 萬 | 0.8% | −8,607−4.4% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 70,187 | $308.5 萬 | 0.9% | +1,762+2.6% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 9,169 | $355.5 萬 | 1.0% | +518+6.0% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 314,497 | $364.8 萬 | 1.0% | −21,479−6.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,400 | $378.3 萬 | 1.1% | +173+0.9% | 加碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 266,038 | $389.5 萬 | 1.1% | −8,978−3.3% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 58,326 | $393.6 萬 | 1.1% | −136−0.2% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 8,270 | $394.0 萬 | 1.1% | +625+8.2% | 加碼 | 歷史 |
| CACCamden National Corp | COM | 102,607 | $396.0 萬 | 1.1% | +1,198+1.2% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 13,586 | $404.3 萬 | 1.1% | −14−0.1% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 9,671 | $416.2 萬 | 1.2% | −103−1.1% | 減碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 220,052 | $421.4 萬 | 1.2% | −17,156−7.2% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 28,452 | $433.6 萬 | 1.2% | +120+0.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,976 | $457.9 萬 | 1.3% | +70+1.4% | 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 |