Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 385
- 較 2025 年第 4 季 −25
- 總值
- $3.55 億
- 較 2025 年第 4 季 −$500.8 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 101,762 | $2,583 萬 | 7.3% | −276−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 91,377 | $1,594 萬 | 4.5% | +1,074+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 39,569 | $1,225 萬 | 3.4% | −2,641−6.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 8,872 | $1,172 萬 | 3.3% | −419−4.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 117,669 | $913.0 萬 | 2.6% | +2,196+1.9% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 161,978 | $894.0 萬 | 2.5% | +621+0.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 56,250 | $743.5 萬 | 2.1% | +754+1.4% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 52,433 | $713.6 萬 | 2.0% | −5,624−9.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 53,746 | $659.9 萬 | 1.9% | +685+1.3% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 27,172 | $633.8 萬 | 1.8% | +71+0.3% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 110,247 | $628.1 萬 | 1.8% | −5,183−4.5% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 169,328 | $622.3 萬 | 1.8% | −8,330−4.7% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 28,640 | $620.4 萬 | 1.7% | +73+0.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 30,792 | $574.8 萬 | 1.6% | +5,510+21.8% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 16,354 | $537.4 萬 | 1.5% | +703+4.5% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 68,630 | $529.3 萬 | 1.5% | −302−0.4% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 33,239 | $525.3 萬 | 1.5% | +505+1.5% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 26,322 | $515.9 萬 | 1.5% | −359−1.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,172 | $515.4 萬 | 1.5% | +4,479+646.3% | 加碼 | 歷史 |
| CACCamden National Corp | COM | 107,755 | $511.3 萬 | 1.4% | +5,060+4.9% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 10,153 | $498.2 萬 | 1.4% | +270+2.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,084 | $490.9 萬 | 1.4% | −316−1.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 18,424 | $490.1 萬 | 1.4% | +488+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,785 | $473.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,057 | $461.9 萬 | 1.3% | +232+1.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 22,777 | $449.3 萬 | 1.3% | −1,356−5.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 47,271 | $444.3 萬 | 1.3% | +6,822+16.9% | 加碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 238,365 | $441.5 萬 | 1.2% | −22,439−8.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,154 | $432.6 萬 | 1.2% | +164+1.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 39,038 | $408.1 萬 | 1.1% | +13,525+53.0% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 74,960 | $406.7 萬 | 1.1% | +2,713+3.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 41,925 | $403.1 萬 | 1.1% | +17,182+69.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 9,183 | $400.6 萬 | 1.1% | +608+7.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,573 | $397.7 萬 | 1.1% | −130−0.7% | 減碼 | 歷史 |
| VMIValmont Industries Inc | COM | 9,766 | $390.2 萬 | 1.1% | +220+2.3% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 21,907 | $384.8 萬 | 1.1% | +339+1.6% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 76,012 | $383.4 萬 | 1.1% | +187+0.2% | 加碼 | 歷史 |
| STTState Street Corp | COM | 29,068 | $367.9 萬 | 1.0% | +9,869+51.4% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 446,609 | $359.1 萬 | 1.0% | +64,188+16.8% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 12,168 | $355.7 萬 | 1.0% | +373+3.2% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 24,880 | $355.4 萬 | 1.0% | +631+2.6% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 227,683 | $342.0 萬 | 1.0% | −56,295−19.8% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 13,671 | $341.7 萬 | 1.0% | +996+7.9% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 194,316 | $319.3 萬 | 0.9% | −15,542−7.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,165 | $291.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 73,548 | $285.9 萬 | 0.8% | −18,973−20.5% | 減碼 | 歷史 |
| HTOH2O America | COM | 46,418 | $272.3 萬 | 0.8% | +3,712+8.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 16,730 | $268.2 萬 | 0.8% | +16,196+3,033.0% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 92,465 | $253.6 萬 | 0.7% | +14,703+18.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,718 | $250.7 萬 | 0.7% | −10−0.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 77,537 | $248.2 萬 | 0.7% | +24,805+47.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,528 | $238.7 萬 | 0.7% | −255−1.5% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,453 | $220.0 萬 | 0.6% | −26−0.3% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 14,231 | $217.9 萬 | 0.6% | +4,774+50.5% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 13,468 | $192.9 萬 | 0.5% | −1,287−8.7% | 減碼 | 歷史 |
| TUTelus Corp | COM | 146,028 | $187.4 萬 | 0.5% | −27,833−16.0% | 減碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 66,461 | $169.5 萬 | 0.5% | +3,719+5.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,816 | $169.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,784 | $167.5 萬 | 0.5% | −150−1.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,745 | $164.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 98,433 | $156.3 萬 | 0.4% | +63,817+184.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,403 | $156.3 萬 | 0.4% | −555−18.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 13,505 | $132.9 萬 | 0.4% | +332+2.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,482 | $126.1 萬 | 0.4% | −340−3.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,522 | $124.0 萬 | 0.3% | −108−4.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,609 | $112.8 萬 | 0.3% | −687−20.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,348 | $112.5 萬 | 0.3% | −60−2.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 29,478 | $108.3 萬 | 0.3% | −663−2.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 12,285 | $104.7 萬 | 0.3% | −1,500−10.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 19,817 | $103.1 萬 | 0.3% | −2,079−9.5% | 減碼 | 歷史 |
| VITLVital Farms, Inc. | COM | 66,151 | $93.4 萬 | 0.3% | +745+1.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,079 | $93.1 萬 | 0.3% | −16−0.5% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 12,007 | $90.8 萬 | 0.3% | −45,906−79.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,880 | $84.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRMBTrimble Inc. | COM | 12,781 | $83.4 萬 | 0.2% | −630−4.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 8,910 | $82.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 34,055 | $81.6 萬 | 0.2% | −3,891−10.3% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 4,627 | $72.8 萬 | 0.2% | −390−7.8% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,513 | $71.3 萬 | 0.2% | −487−16.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,358 | $68.3 萬 | 0.2% | −200−2.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,208 | $65.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,771 | $64.0 萬 | 0.2% | −150−3.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 5,661 | $62.1 萬 | 0.2% | −221−3.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,862 | $60.2 萬 | 0.2% | −374−6.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 685 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,073 | $59.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,081 | $58.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,950 | $58.2 萬 | 0.2% | 00.0% | 不變依 1 比 2 拆股換算 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,338 | $57.1 萬 | 0.2% | +741+5.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,113 | $55.6 萬 | 0.2% | −94−7.8% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $51.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,101 | $51.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,992 | $50.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,387 | $50.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 1,635 | $46.7 萬 | 0.1% | −175−9.7% | 減碼 | – |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $46.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 10,135 | $46.0 萬 | 0.1% | −800−7.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,995 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,037 | $42.4 萬 | 0.1% | −515−20.2% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,381 | $42.3 萬 | 0.1% | −112−2.5% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（35 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 865 | $7.79 萬 | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,693 | $7.65 萬 | <0.1% | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 455 | $5.52 萬 | <0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 455 | $5.50 萬 | <0.1% | – |
| ADSKAutodesk, Inc. | COM | 179 | $5.30 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 755 | $4.82 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 738 | $3.55 萬 | <0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 231 | $3.16 萬 | <0.1% | – |
| IFFInternational Flavors & Fragrances Inc | COM | 410 | $2.76 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 197 | $2.54 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 178 | $2.51 萬 | <0.1% | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 250 | $2.48 萬 | <0.1% | – |
| NINisource Inc. | COM | 485 | $2.03 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 608 | $1.98 萬 | <0.1% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 175 | $1.64 萬 | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 87 | $1.05 萬 | <0.1% | – |
| NOMDNomad Foods Ltd | USD ORD SHS | 709 | $8,870 | <0.1% | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 175 | $5,742 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 56 | $5,391 | <0.1% | – |
| ACMAecom | COM | 50 | $4,767 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 37 | $4,591 | <0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14 | $4,376 | <0.1% | 歷史 |
| PTCPTC Inc. | Stock | 18 | $3,136 | <0.1% | 歷史 |
| AERAerCap Holdings N.V. | SHS | 20 | $2,875 | <0.1% | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 137 | $1,923 | <0.1% | 歷史 |
| ASRSoutheast Airport Group | SPON ADR SER B | 5 | $1,617 | <0.1% | 歷史 |
| HRBH&R Block Inc | COM | 37 | $1,612 | <0.1% | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 148 | $1,539 | <0.1% | – |
| AONAon plc | CL A | 3 | $1,059 | <0.1% | 歷史 |
| GIBCgi Inc | CL A | 9 | $831 | <0.1% | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 10 | $486 | <0.1% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 5 | $144 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 30 | $25 | <0.1% | 歷史 |
| RYNRayonier Inc | COM | 1 | $22 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 0 | $1 | <0.1% | – |