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 |
|---|---|---|---|---|---|---|---|
| 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 |
| LiveWire Group, Inc.53838J113 | *W EXP 09/26/202 | 50 | $3 | <0.1% | 00.0% | 不變 | – |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $5 | <0.1% | +1 | 新進 | 歷史 |
| RYNRayonier Inc | COM | 1 | $22 | <0.1% | +1 | 新進 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 30 | $25 | <0.1% | 00.0% | 不變 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 5 | $144 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM | 30 | $271 | <0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $286 | <0.1% | 00.0% | 不變 | 歷史 |
| VIAVia Transportation, Inc. | COM CL A | 10 | $290 | <0.1% | 00.0% | 不變 | 歷史 |
| GRWGGrowGeneration Corp. | COM | 200 | $300 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDLSNDL Inc. | COM | 222 | $369 | <0.1% | 00.0% | 不變 | 歷史 |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $409 | <0.1% | 00.0% | 不變 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 10 | $486 | <0.1% | +10 | 新進 | 歷史 |
| VSTSVestis Corp | COM SHS | 113 | $751 | <0.1% | 00.0% | 不變 | 歷史 |
| RALRalliant Corp | Stock | 15 | $764 | <0.1% | 00.0% | 不變 | 歷史 |
| GIBCgi Inc | CL A | 9 | $831 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 69 | $859 | <0.1% | −69−50.0% | 減碼 | 歷史 |
| AONAon plc | CL A | 3 | $1,059 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 20 | $1,190 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 18 | $1,464 | <0.1% | −1−5.3% | 減碼 | 歷史 |
| AGOAssured Guaranty Ltd | COM | 17 | $1,528 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1,539 | <0.1% | 00.0% | 不變 | – |
| HRBH&R Block Inc | COM | 37 | $1,612 | <0.1% | 00.0% | 不變 | 歷史 |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1,617 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 72 | $1,683 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $1,713 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 22 | $1,737 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 34 | $1,794 | <0.1% | 00.0% | 不變 | – |
| PSOPearson PLC | SPONSORED ADR | 137 | $1,923 | <0.1% | 00.0% | 不變 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $1,981 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 25 | $1,985 | <0.1% | 00.0% | 不變 | 歷史 |
| UNMUnum Group | Stock | 26 | $2,015 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 11 | $2,042 | <0.1% | 00.0% | 不變 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 100 | $2,061 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 45 | $2,484 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 14 | $2,485 | <0.1% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2,526 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLYFastly, Inc. | CL A | 250 | $2,545 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 71 | $2,854 | <0.1% | 00.0% | 不變 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 35 | $2,858 | <0.1% | +35 | 新進 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 20 | $2,875 | <0.1% | 00.0% | 不變 | 歷史 |
| RNGRingCentral, Inc. | CL A | 100 | $2,888 | <0.1% | 00.0% | 不變 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2,948 | <0.1% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 18 | $3,136 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 16 | $3,280 | <0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 134 | $3,452 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 77 | $3,664 | <0.1% | −99−56.3% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 29 | $3,705 | <0.1% | 00.0% | 不變 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $3,776 | <0.1% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18 | $3,866 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $4,054 | <0.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 21 | $4,173 | <0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14 | $4,376 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $4,387 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $4,526 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $4,556 | <0.1% | 00.0% | 不變 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 37 | $4,591 | <0.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 10 | $4,669 | <0.1% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 50 | $4,767 | <0.1% | 00.0% | 不變 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $4,833 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 42 | $4,923 | <0.1% | 00.0% | 不變 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $5,377 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 56 | $5,391 | <0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 26 | $5,412 | <0.1% | 00.0% | 不變 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 175 | $5,742 | <0.1% | −430−71.1% | 減碼 | 歷史 |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $5,879 | <0.1% | 00.0% | 不變 | 歷史 |
| STNEStoneCo Ltd. | COM | 410 | $6,064 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 51 | $6,107 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 56 | $6,186 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 49 | $6,373 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $6,557 | <0.1% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 39 | $6,649 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 80 | $6,737 | <0.1% | −32−28.6% | 減碼 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 334 | $6,783 | <0.1% | +3+0.9% | 加碼 | – |
| IBNIcici Bank Ltd | ADR | 244 | $7,271 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $7,610 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $7,651 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 21 | $8,050 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 38 | $8,138 | <0.1% | −12−24.0% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $8,224 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 43 | $8,389 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 230 | $8,471 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| BPBP PLC | ADR | 250 | $8,683 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 100 | $8,720 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 13 | $8,795 | <0.1% | 00.0% | 不變 | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 709 | $8,870 | <0.1% | −1,047−59.6% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9,034 | <0.1% | 00.0% | 不變 | – |
| COINCoinbase Global, Inc. | COM CL A | 40 | $9,046 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $9,058 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $9,282 | <0.1% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 508 | $9,347 | <0.1% | +508 | 新進 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $9,707 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 377 | $9,730 | <0.1% | +377 | 新進 | – |
| LECOLincoln Electric Holdings Inc | COM | 41 | $9,825 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 500 | $9,855 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 1,000 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 400 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 60 | $1.03 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 |