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 |
|---|---|---|---|---|---|---|---|
| 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 | $3 | <0.1% | 00.0% | 不變 | 歷史 |
| VIAVia Transportation, Inc. | COM CL A | 10 | $150 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM | 30 | $194 | <0.1% | 00.0% | 不變 | 歷史 |
| GRWGGrowGeneration Corp. | COM | 200 | $220 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDLSNDL Inc. | COM | 222 | $293 | <0.1% | 00.0% | 不變 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $298 | <0.1% | 00.0% | 不變 | 歷史 |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $422 | <0.1% | 00.0% | 不變 | 歷史 |
| RALRalliant Corp | Stock | 15 | $624 | <0.1% | 00.0% | 不變 | 歷史 |
| VSTSVestis Corp | COM SHS | 113 | $885 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 69 | $932 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 20 | $1,064 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 18 | $1,341 | <0.1% | 00.0% | 不變 | 歷史 |
| AGOAssured Guaranty Ltd | COM | 17 | $1,385 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 22 | $1,556 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $1,706 | <0.1% | 00.0% | 不變 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 100 | $1,793 | <0.1% | 00.0% | 不變 | 歷史 |
| UNMUnum Group | Stock | 26 | $1,899 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $1,958 | <0.1% | 00.0% | 不變 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $2,039 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 25 | $2,043 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 11 | $2,175 | <0.1% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2,177 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 14 | $2,304 | <0.1% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18 | $2,339 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 45 | $2,488 | <0.1% | 00.0% | 不變 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2,657 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 13 | $2,695 | <0.1% | −13−50.0% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 72 | $2,999 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $3,016 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 71 | $3,252 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $3,432 | <0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 134 | $3,465 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $3,486 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 16 | $3,687 | <0.1% | 00.0% | 不變 | 歷史 |
| RNGRingCentral, Inc. | CL A | 100 | $3,726 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 79 | $3,951 | <0.1% | +2+2.6% | 加碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $3,960 | <0.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 21 | $3,963 | <0.1% | 00.0% | 不變 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 35 | $4,038 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 29 | $4,092 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $4,213 | <0.1% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 51 | $4,329 | <0.1% | −95−65.1% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 35 | $4,420 | <0.1% | −61−63.5% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 10 | $4,732 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $4,847 | <0.1% | 00.0% | 不變 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 54 | $4,859 | <0.1% | −162−75.0% | 減碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $4,938 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 42 | $5,499 | <0.1% | 00.0% | 不變 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 42 | $5,656 | <0.1% | −94−69.1% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $5,753 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 100 | $5,764 | <0.1% | −100−50.0% | 減碼 | 歷史 |
| STNEStoneCo Ltd. | COM | 410 | $5,789 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 27 | $5,859 | <0.1% | −150−84.7% | 減碼 | 歷史 |
| VSNTVersant Media Group, Inc. | COM CL A | 166 | $6,145 | <0.1% | +166 | 新進 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 56 | $6,268 | <0.1% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 39 | $6,309 | <0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 244 | $6,320 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 334 | $6,515 | <0.1% | 00.0% | 不變 | – |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $6,660 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 51 | $6,678 | <0.1% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 508 | $6,888 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $6,897 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $6,984 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 78 | $7,053 | <0.1% | −306−79.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 80 | $7,167 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLYFastly, Inc. | CL A | 250 | $7,265 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 30 | $7,292 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 13 | $7,305 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $7,356 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 500 | $7,525 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 38 | $7,730 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $7,846 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 400 | $8,280 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $8,651 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 49 | $8,716 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9,059 | <0.1% | 00.0% | 不變 | – |
| MSIMotorola Solutions, Inc. | Stock | 21 | $9,113 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 46 | $9,121 | <0.1% | −93−66.9% | 減碼 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $9,140 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 230 | $9,344 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 100 | $9,652 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 43 | $9,719 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 1,000 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 377 | $1.01 萬 | <0.1% | 00.0% | 不變 | – |
| LECOLincoln Electric Holdings Inc | COM | 41 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 134 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LCIDLucid Group, Inc. | Stock | 1,160 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 84 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 1,559 | $1.23 萬 | <0.1% | −460−22.8% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 60 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 65 | $1.29 萬 | <0.1% | −7−9.7% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 140 | $1.35 萬 | <0.1% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 80 | $1.44 萬 | <0.1% | −21−20.8% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 88 | $1.60 萬 | <0.1% | −104−54.2% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $1.62 萬 | <0.1% | 00.0% | 不變 | 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% | – |