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 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 4,101 | $42.3 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 |
| SYYSysco Corp | Stock | 4,650 | $38.3 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 |
| KEYSKeysight Technologies, Inc. | Stock | 2,154 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,182 | $35.9 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 |
| HLIOHelios Technologies, Inc. | COM | 6,457 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 925 | $31.9 萬 | 0.1% | −7−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 904 | $31.2 萬 | 0.1% | −27−2.9% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,022 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 226 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 937 | $27.0 萬 | 0.1% | −34−3.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,611 | $27.0 萬 | 0.1% | +187+13.1% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $26.9 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 | – |
| GLDSPDR Gold Trust | ETF | 735 | $26.1 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 | – |
| LHLabcorp Holdings Inc. | Stock | 859 | $24.7 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 |
| GPCGenuine Parts Co | Stock | 1,755 | $24.3 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 |
| VVisa Inc. | Stock | 679 | $23.2 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 |
| MCKMcKesson Corp | Stock | 286 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,460 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,482 | $21.0 萬 | 0.1% | −373−7.7% | 減碼 | – |
| TGTTarget Corp | Stock | 2,271 | $20.4 萬 | 0.1% | −88−3.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 850 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 7,056 | $19.9 萬 | 0.1% | +963+15.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,004 | $19.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 650 | $19.5 萬 | 0.1% | −15−2.3% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 350 | $19.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 671 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,000 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 801 | $17.7 萬 | <0.1% | +50+6.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $16.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 344 | $16.5 萬 | <0.1% | −60−14.9% | 減碼 | – |
| SHWSherwin Williams Co | COM | 473 | $16.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,118 | $16.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 500 | $15.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,486 | $15.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $15.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,168 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 474 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $14.0 萬 | <0.1% | −3−0.7% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $13.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,591 | $13.3 萬 | <0.1% | +316+24.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 278 | $13.3 萬 | <0.1% | +60+27.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,921 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 322 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $12.1 萬 | <0.1% | +163+9.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 500 | $12.1 萬 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 1,962 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 1,416 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 738 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 222 | $11.0 萬 | <0.1% | +218+5,450.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 534 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 575 | $10.7 萬 | <0.1% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 633 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 1,500 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,200 | $10.5 萬 | <0.1% | 00.0% | 不變 | – |
| VIXYProShares Trust II | ETF | 3,200 | $10.3 萬 | <0.1% | +3,200 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 694 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,043 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 867 | $9.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,974 | $9.88 萬 | <0.1% | +1,974 | 新進 | – |
| EBAYeBay Inc | COM | 1,076 | $9.79 萬 | <0.1% | −11−1.0% | 減碼 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $9.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 365 | $9.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,189 | $9.38 萬 | <0.1% | 00.0% | 不變 | – |
| IDAIdacorp Inc | COM | 700 | $9.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96 | $9.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $9.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 207 | $9.01 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $8.96 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 2,605 | $8.74 萬 | <0.1% | +216+9.0% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $8.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 1,140 | $8.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 773 | $8.54 萬 | <0.1% | +27+3.6% | 加碼 | – |
| CVXChevron Corp | Stock | 543 | $8.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 223 | $8.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,822 | $8.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $8.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $7.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 158 | $7.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $7.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $7.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $7.79 萬 | <0.1% | 00.0% | 不變 | – |
| STAGSTAG Industrial, Inc. | COM | 2,183 | $7.70 萬 | <0.1% | −1,123−34.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 110 | $7.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $7.46 萬 | <0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 124 | $7.39 萬 | <0.1% | 00.0% | 不變 | 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 |