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 |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 2,105 | $9.29 萬 | <0.1% | −500−19.2% | 減碼 | 歷史 |
| TNCTennant Co | COM | 1,415 | $9.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 451 | $9.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 1,076 | $9.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,974 | $9.85 萬 | <0.1% | 00.0% | 不變 | – |
| IDAIdacorp Inc | COM | 700 | $10.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 916 | $10.9 萬 | <0.1% | −136−12.9% | 減碼 | 歷史 |
| VIXYProShares Trust II | ETF | 3,200 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,400 | $11.0 萬 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 1,962 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 3,017 | $11.1 萬 | <0.1% | +3,017 | 新進 | – |
| CVXChevron Corp | Stock | 543 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 738 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BETABETA Technologies, Inc. | COM SHS CL A | 8,324 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,591 | $12.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 293 | $12.8 萬 | <0.1% | −50−14.6% | 減碼 | – |
| DOVDOVER Corp | COM | 633 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 405 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 474 | $13.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 445 | $14.3 萬 | <0.1% | −28−5.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 322 | $14.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 5,192 | $15.1 萬 | <0.1% | −1,864−26.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 423 | $15.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,156 | $15.1 萬 | <0.1% | −12−1.0% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 3,223 | $15.2 萬 | <0.1% | +3,223 | 新進 | – |
| CORCencora, Inc. | Stock | 500 | $15.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,456 | $16.1 萬 | <0.1% | −30−0.9% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,682 | $16.1 萬 | <0.1% | +1,682 | 新進 | – |
| GPCGenuine Parts Co | Stock | 1,530 | $16.2 萬 | <0.1% | −225−12.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,680 | $16.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 568 | $16.3 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 7,364 | $17.2 萬 | <0.1% | +7,364 | 新進 | – |
| WMWaste Management Inc | Stock | 751 | $17.3 萬 | <0.1% | −50−6.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 6,962 | $17.4 萬 | <0.1% | +6,962 | 新進 | – |
| TJXTJX Companies Inc | Stock | 1,105 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 1,957 | $18.3 萬 | 0.1% | −53−2.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 705 | $18.8 萬 | 0.1% | −133−15.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 994 | $18.8 萬 | 0.1% | −10−1.0% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 650 | $19.0 萬 | 0.1% | −21−3.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 270 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 6,823 | $19.2 萬 | 0.1% | −2,033−23.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 650 | $19.6 萬 | 0.1% | −29−4.3% | 減碼 | 歷史 |
| HSYHershey Co | COM | 950 | $19.7 萬 | 0.1% | −50−5.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 850 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,482 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 246 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 518 | $22.1 萬 | 0.1% | −20−3.7% | 減碼 | – |
| MSEXMiddlesex Water Co | COM | 4,350 | $22.6 萬 | 0.1% | −175−3.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 859 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,597 | $23.5 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 738 | $23.7 萬 | 0.1% | −74−9.1% | 減碼 | – |
| CWCurtiss Wright Corp | Stock | 350 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 904 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,904 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 2,210 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 910 | $27.0 萬 | 0.1% | −150−14.2% | 減碼 | 歷史 |
| BNY Mellon ETF Trust II05613H704 | MUNICIPAL INTER | 10,529 | $27.5 萬 | 0.1% | +10,529 | 新進 | – |
| AYIAcuity Inc. (DE) | Stock | 985 | $27.6 萬 | 0.1% | +60+6.5% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 226 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,487 | $28.7 萬 | 0.1% | −124−7.7% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,319 | $31.2 萬 | 0.1% | −100−7.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 735 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 4,540 | $32.4 萬 | 0.1% | −110−2.4% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 835 | $34.0 萬 | 0.1% | −357−29.9% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,474 | $35.0 萬 | 0.1% | +2,474 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 610 | $35.2 萬 | 0.1% | −288−32.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,182 | $36.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 1,260 | $37.5 萬 | 0.1% | +610+93.8% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 2,763 | $37.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 4,160 | $38.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,997 | $38.5 萬 | 0.1% | −1,150−22.3% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 8,620 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,430 | $40.7 萬 | 0.1% | −1,405−24.1% | 減碼 | – |
| HLIOHelios Technologies, Inc. | COM | 6,307 | $40.8 萬 | 0.1% | −150−2.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,522 | $42.0 萬 | 0.1% | −166−2.9% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,381 | $42.3 萬 | 0.1% | −112−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,037 | $42.4 萬 | 0.1% | −515−20.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,995 | $43.5 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 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $46.3 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 | – |
| AAgilent Technologies, Inc. | COM | 4,387 | $50.0 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 |
| WMTWalmart Inc. | Stock | 4,101 | $51.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 12,729 | $51.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,113 | $55.6 萬 | 0.2% | −94−7.8% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,338 | $57.1 萬 | 0.2% | +741+5.1% | 加碼 | 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 |
| KEYSKeysight Technologies, Inc. | Stock | 2,081 | $58.8 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 |
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% | – |