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 |
|---|---|---|---|---|---|---|---|
| iShares Global Clean Energy ETF464288224 | ETF | 900 | $1.65 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 462 | $1.69 萬 | <0.1% | 00.0% | 不變 | – |
| EBCEastern Bankshares, Inc. | COM | 900 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 161 | $1.77 萬 | <0.1% | −663−80.5% | 減碼 | – |
| CBRECbre Group, Inc. | CL A | 134 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 1,225 | $1.83 萬 | <0.1% | −24,342−95.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 33 | $1.86 萬 | <0.1% | −4−10.8% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 63 | $1.86 萬 | <0.1% | −20−24.1% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 137 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 900 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 345 | $2.11 萬 | <0.1% | +2+0.6% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 129 | $2.12 萬 | <0.1% | −81−38.6% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 591 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 380 | $2.38 萬 | <0.1% | −299−44.0% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 56 | $2.49 萬 | <0.1% | −54−49.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 262 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 195 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 1,500 | $2.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 200 | $2.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 263 | $2.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 326 | $2.82 萬 | <0.1% | −58−15.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $2.88 萬 | <0.1% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 642 | $2.90 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 416 | $2.92 萬 | <0.1% | 00.0% | 不變 | – |
| HIGHartford Insurance Group, Inc. | Stock | 223 | $3.02 萬 | <0.1% | −116−34.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 49 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 351 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 260 | $3.18 萬 | <0.1% | −125−32.5% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 186 | $3.23 萬 | <0.1% | −7−3.6% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 696 | $3.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 34 | $3.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 300 | $3.29 萬 | <0.1% | −100−25.0% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 225 | $3.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 879 | $3.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $3.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 700 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 752 | $3.77 萬 | <0.1% | −560−42.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 102 | $3.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $3.81 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $3.83 萬 | <0.1% | 00.0% | 不變 | – |
| TTTrane Technologies plc | SHS | 92 | $3.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 260 | $3.94 萬 | <0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 116 | $3.96 萬 | <0.1% | −45−28.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 315 | $4.06 萬 | <0.1% | −79−20.1% | 減碼 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $4.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 356 | $4.22 萬 | <0.1% | −8−2.2% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 650 | $4.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 484 | $4.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 77 | $4.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 50 | $4.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $4.48 萬 | <0.1% | 00.0% | 不變 | – |
| BHBBar Harbor Bankshares | COM | 1,500 | $4.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AROWArrow Financial Corp | COM | 1,458 | $4.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 1,000 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 465 | $4.94 萬 | <0.1% | 00.0% | 不變 | – |
| WORWorthington Enterprises, Inc. | COM | 950 | $4.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 400 | $5.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 500 | $5.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 110 | $5.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 530 | $5.34 萬 | <0.1% | 00.0% | 不變 | – |
| CTASCintas Corp | Stock | 320 | $5.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 153 | $5.41 萬 | <0.1% | −5−3.2% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 500 | $5.52 萬 | <0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 133 | $5.66 萬 | <0.1% | −13−8.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 71 | $6.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 187 | $6.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 3,200 | $6.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 250 | $6.20 萬 | <0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 196 | $6.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $6.33 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 329 | $6.46 萬 | <0.1% | 00.0% | 不變 | – |
| HRHealthcare Realty Trust Inc | CL A COM | 3,840 | $6.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $6.54 萬 | <0.1% | 00.0% | 不變 | – |
| STAGSTAG Industrial, Inc. | COM | 1,820 | $6.56 萬 | <0.1% | −269−12.9% | 減碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 539 | $7.12 萬 | <0.1% | +539 | 新進 | – |
| WECWec Energy Group, Inc. | Stock | 617 | $7.14 萬 | <0.1% | −250−28.8% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 950 | $7.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,802 | $7.49 萬 | <0.1% | −20−1.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,043 | $7.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $7.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $7.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 644 | $7.70 萬 | <0.1% | −110−14.6% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,708 | $7.76 萬 | <0.1% | +1,708 | 新進 | – |
| EWEdwards Lifesciences Corp | Stock | 1,000 | $8.01 萬 | <0.1% | −10−1.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 237 | $8.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $8.17 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 1,140 | $8.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $8.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,064 | $8.34 萬 | <0.1% | 00.0% | 不變 | – |
| SNPSSynopsys Inc | COM | 214 | $8.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $8.91 萬 | <0.1% | 00.0% | 不變 | – |
| MASMasco Corp | COM | 1,500 | $9.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 1,763 | $9.15 萬 | <0.1% | +1,729+5,085.3% | 加碼 | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $9.21 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% | – |