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 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 71 | $6.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 329 | $6.28 萬 | <0.1% | −246−42.8% | 減碼 | – |
| SPOTSpotify Technology S.A. | Stock | 110 | $6.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 3,840 | $6.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 394 | $6.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 158 | $7.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,822 | $7.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $7.09 萬 | <0.1% | 00.0% | 不變 | – |
| HPQHP Inc | Stock | 3,200 | $7.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 237 | $7.20 萬 | <0.1% | −13−5.2% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 950 | $7.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 146 | $7.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,693 | $7.65 萬 | <0.1% | 00.0% | 不變 | – |
| STAGSTAG Industrial, Inc. | COM | 2,089 | $7.68 萬 | <0.1% | −94−4.3% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $7.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 865 | $7.79 萬 | <0.1% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 650 | $8.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VIXYProShares Trust II | ETF | 3,200 | $8.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 543 | $8.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $8.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,064 | $8.39 萬 | <0.1% | −125−10.5% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 1,043 | $8.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,010 | $8.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $8.64 萬 | <0.1% | 00.0% | 不變 | – |
| IDAIdacorp Inc | COM | 700 | $8.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $8.96 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 1,140 | $9.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 824 | $9.09 萬 | <0.1% | +51+6.6% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 867 | $9.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $9.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $9.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 1,076 | $9.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 1,500 | $9.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 2,605 | $9.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96 | $9.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 534 | $9.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,974 | $9.93 萬 | <0.1% | 00.0% | 不變 | – |
| SNPSSynopsys Inc | COM | 214 | $10.1 萬 | <0.1% | −8−3.6% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,400 | $10.2 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| XYLXylem Inc. | COM | 754 | $10.3 萬 | <0.1% | +60+8.6% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,962 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 1,415 | $10.4 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 738 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $12.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,052 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 633 | $12.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 405 | $12.6 萬 | <0.1% | +40+11.0% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 423 | $13.5 萬 | <0.1% | +200+89.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 474 | $13.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,680 | $14.5 萬 | <0.1% | −241−8.3% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 322 | $14.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $14.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,591 | $14.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 473 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 270 | $15.5 萬 | <0.1% | −8−2.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,168 | $15.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,486 | $16.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $16.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 343 | $16.7 萬 | <0.1% | −1−0.3% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 2,010 | $16.9 萬 | <0.1% | −450−18.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 500 | $16.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,105 | $17.0 萬 | <0.1% | −13−1.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 7,056 | $17.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 801 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,000 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $18.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 350 | $19.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $19.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 671 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 850 | $19.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 246 | $20.2 萬 | 0.1% | −40−14.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,482 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | Stock | 859 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,755 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,210 | $21.6 萬 | 0.1% | −61−2.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 8,856 | $22.1 萬 | 0.1% | −562−6.0% | 減碼 | 歷史 |
| MSEXMiddlesex Water Co | COM | 4,525 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,004 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 838 | $23.1 萬 | 0.1% | −99−10.6% | 減碼 | 歷史 |
| BETABETA Technologies, Inc. | COM SHS CL A | 8,324 | $23.5 萬 | 0.1% | +8,324 | 新進 | 歷史 |
| VVisa Inc. | Stock | 679 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 2,763 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 650 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $24.9 萬 | 0.1% | −22−0.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 538 | $25.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 812 | $27.2 萬 | 0.1% | +811+81,100.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,904 | $27.4 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| GLDSPDR Gold Trust | ETF | 735 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,611 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,060 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 904 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,598 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 226 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 925 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,419 | $34.2 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 |