Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 410
- 較 2025 年第 3 季 −16
- 總值
- $3.60 億
- 較 2025 年第 3 季 +$643.5 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 102,038 | $2,774 萬 | 7.7% | −1,052−1.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 90,303 | $1,684 萬 | 4.7% | −157−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 42,210 | $1,461 萬 | 4.1% | +100.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 9,291 | $994.0 萬 | 2.8% | +615+7.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 115,473 | $889.5 萬 | 2.5% | −261−0.2% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 161,357 | $791.3 萬 | 2.2% | −2,435−1.5% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 58,057 | $757.6 萬 | 2.1% | −3,877−6.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 115,430 | $754.9 萬 | 2.1% | +115,430 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 55,496 | $708.5 萬 | 2.0% | +643+1.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 53,061 | $695.3 萬 | 1.9% | +86+0.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 25,282 | $669.7 萬 | 1.9% | +80+0.3% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 24,133 | $630.4 萬 | 1.8% | −3,269−11.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,785 | $618.3 萬 | 1.7% | −176−1.4% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,101 | $603.3 萬 | 1.7% | +114+0.4% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 32,734 | $597.3 萬 | 1.7% | +383+1.2% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 177,658 | $558.4 萬 | 1.6% | −5,593−3.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,825 | $557.6 萬 | 1.5% | −147−0.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 15,651 | $550.1 萬 | 1.5% | +700+4.7% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 68,932 | $549.2 萬 | 1.5% | −2,478−3.5% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 75,825 | $516.4 萬 | 1.4% | −316−0.4% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 28,567 | $514.6 萬 | 1.4% | +115+0.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,703 | $506.8 萬 | 1.4% | +145+0.7% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 21,568 | $481.5 萬 | 1.3% | +82+0.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 17,936 | $470.9 萬 | 1.3% | +970+5.7% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 26,681 | $463.0 萬 | 1.3% | +24+0.1% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 24,249 | $450.0 萬 | 1.2% | +205+0.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,990 | $447.0 萬 | 1.2% | +129+1.0% | 加碼 | 歷史 |
| CACCamden National Corp | COM | 102,695 | $445.5 萬 | 1.2% | +88+0.1% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 9,883 | $438.9 萬 | 1.2% | +212+2.2% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 8,575 | $438.1 萬 | 1.2% | +305+3.7% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 57,913 | $431.4 萬 | 1.2% | −413−0.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,400 | $422.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 260,804 | $406.6 萬 | 1.1% | −5,234−2.0% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 40,449 | $404.1 萬 | 1.1% | +13,100+47.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 25,513 | $390.8 萬 | 1.1% | +633+2.5% | 加碼依 5 比 1 拆股換算 | 歷史 |
| VMIValmont Industries Inc | COM | 9,546 | $384.1 萬 | 1.1% | +377+4.1% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 283,978 | $375.1 萬 | 1.0% | −30,519−9.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,165 | $340.1 萬 | 0.9% | −111−3.4% | 減碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 209,858 | $337.5 萬 | 0.9% | −10,194−4.6% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 11,795 | $336.2 萬 | 0.9% | −1,791−13.2% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 72,247 | $325.5 萬 | 0.9% | +2,060+2.9% | 加碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 92,521 | $296.3 萬 | 0.8% | −7,806−7.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,728 | $273.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 12,675 | $270.5 萬 | 0.8% | +41+0.3% | 加碼 | 歷史 |
| STTState Street Corp | COM | 19,199 | $247.7 萬 | 0.7% | +18,969+8,247.4% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 382,421 | $247.4 萬 | 0.7% | +49,766+15.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,783 | $240.5 萬 | 0.7% | −1,351−7.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 24,743 | $232.0 萬 | 0.6% | +1,413+6.1% | 加碼依 10 比 1 拆股換算 | 歷史 |
| TUTelus Corp | COM | 173,861 | $229.0 萬 | 0.6% | −14,345−7.6% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 14,755 | $219.9 萬 | 0.6% | −100−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,296 | $218.3 萬 | 0.6% | +25+0.8% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 77,762 | $217.3 萬 | 0.6% | +9,909+14.6% | 加碼 | 歷史 |
| HTOH2O America | COM | 42,706 | $209.2 萬 | 0.6% | −7,979−15.7% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 65,406 | $208.9 萬 | 0.6% | +596+0.9% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,479 | $208.8 萬 | 0.6% | −25−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,958 | $201.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 9,457 | $196.5 萬 | 0.5% | −3,743−28.4% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 52,732 | $195.1 萬 | 0.5% | −21,595−29.1% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 62,742 | $183.8 萬 | 0.5% | −12,485−16.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,745 | $180.3 萬 | 0.5% | −17−0.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,816 | $157.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,934 | $156.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 30,141 | $153.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,630 | $152.4 萬 | 0.4% | −50−1.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 13,173 | $130.7 萬 | 0.4% | −1,285−8.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,408 | $121.0 萬 | 0.3% | −36−1.5% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 21,896 | $116.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 3,095 | $114.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,822 | $113.9 萬 | 0.3% | +220+2.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 13,785 | $108.9 萬 | 0.3% | −798−5.5% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 13,411 | $105.1 萬 | 0.3% | −504−3.6% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,017 | $97.4 萬 | 0.3% | −376−7.0% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,000 | $92.4 萬 | 0.3% | −113−3.6% | 減碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 37,946 | $92.3 萬 | 0.3% | −347−0.9% | 減碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 34,616 | $90.6 萬 | 0.3% | +34,616 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,880 | $88.7 萬 | 0.2% | −300−7.2% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $81.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,236 | $78.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,208 | $71.1 萬 | 0.2% | +148+7.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,207 | $68.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 14,597 | $67.9 萬 | 0.2% | −650−4.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 5,882 | $64.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 7,558 | $60.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 693 | $59.8 萬 | 0.2% | −12−1.7% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,387 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,552 | $58.9 萬 | 0.2% | +233+10.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,147 | $58.6 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 898 | $55.2 萬 | 0.2% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,900 | $54.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,992 | $53.9 萬 | 0.1% | +104+2.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,073 | $53.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,192 | $53.0 萬 | 0.1% | +985+475.8% | 加碼 | – |
| Hingham Instn SVGS Mass433323102 | COM | 1,810 | $51.4 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,835 | $50.0 萬 | 0.1% | 00.0% | 不變 | – |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $48.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,995 | $48.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 10,935 | $47.4 萬 | 0.1% | −300−2.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,921 | $47.2 萬 | 0.1% | −264−6.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,160 | $46.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,101 | $45.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（29 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 134,958 | $800.0 萬 | 2.3% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,100 | $20.1 萬 | 0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 250 | $6.29 萬 | <0.1% | 歷史 |
| KMPRKEMPER Corp | COM | 675 | $3.48 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 214 | $2.76 萬 | <0.1% | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 539 | $2.61 萬 | <0.1% | – |
| TTETotalEnergies SE | SPONSORED ADS | 304 | $1.81 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 429 | $1.64 萬 | <0.1% | – |
| NVSNovartis AG | ADR | 57 | $7,310 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 50 | $6,165 | <0.1% | 歷史 |
| KKellanova | Stock | 59 | $4,839 | <0.1% | 歷史 |
| LNWOLight & Wonder, Inc. | COM | 36 | $3,022 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 255 | $2,723 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 11 | $1,141 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 0 | $1,033 | <0.1% | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 33 | $950 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 3 | $802 | <0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 0 | $229 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1 | $181 | <0.1% | 歷史 |
| OLEDUniversal Display Corp | COM | 1 | $92 | <0.1% | 歷史 |
| HASHasbro, Inc. | COM | 1 | $74 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 0 | $69 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1 | $47 | <0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 0 | $25 | <0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 0 | $10 | <0.1% | – |
| MTCHMatch Group, Inc. | COM | 0 | $10 | <0.1% | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 0 | $6 | <0.1% | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 0 | $4 | <0.1% | – |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $1 | <0.1% | 歷史 |