Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 395
- 較 2026 年第 1 季 +10
- 總值
- $4.03 億
- 較 2026 年第 1 季 +$4,777 萬 (+13.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 101,792 | $2,945 萬 | 7.3% | +300.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 94,092 | $1,883 萬 | 4.7% | +2,715+3.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 7,698 | $1,531 萬 | 3.8% | −1,174−13.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,801 | $1,352 萬 | 3.4% | −3,768−9.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 112,661 | $1,323 萬 | 3.3% | −5,008−4.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 54,105 | $919.1 萬 | 2.3% | +359+0.7% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 158,720 | $832.0 萬 | 2.1% | −3,258−2.0% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 50,633 | $666.2 萬 | 1.7% | −1,800−3.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 48,601 | $658.4 萬 | 1.6% | −7,649−13.6% | 減碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 167,397 | $653.7 萬 | 1.6% | −1,931−1.1% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 26,654 | $632.6 萬 | 1.6% | −518−1.9% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 103,553 | $622.6 萬 | 1.5% | −6,694−6.1% | 減碼 | 歷史 |
| CACCamden National Corp | COM | 109,082 | $591.4 萬 | 1.5% | +1,327+1.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 20,791 | $584.7 萬 | 1.5% | +1,734+9.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 37,243 | $583.4 萬 | 1.4% | +6,451+21.0% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 27,117 | $574.7 萬 | 1.4% | +795+3.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 16,761 | $571.6 萬 | 1.4% | +31+0.2% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 422,437 | $561.0 萬 | 1.4% | −24,172−5.4% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 10,358 | $541.9 萬 | 1.3% | +205+2.0% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 19,173 | $534.2 萬 | 1.3% | +749+4.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,173 | $528.7 萬 | 1.3% | +1,388+10.9% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 62,293 | $526.9 萬 | 1.3% | −6,337−9.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 16,583 | $522.1 萬 | 1.3% | +229+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,562 | $520.3 萬 | 1.3% | +390+7.5% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 24,364 | $518.6 萬 | 1.3% | −4,276−14.9% | 減碼 | 歷史 |
| STTState Street Corp | COM | 30,276 | $513.5 萬 | 1.3% | +1,208+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,388 | $507.4 萬 | 1.3% | +1,234+9.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,963 | $507.0 萬 | 1.3% | −121−0.6% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 20,965 | $494.7 萬 | 1.2% | −1,812−8.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 21,872 | $489.8 萬 | 1.2% | +2,299+11.7% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 8,361 | $482.9 萬 | 1.2% | −1,405−14.4% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 72,057 | $478.5 萬 | 1.2% | −2,903−3.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 49,314 | $455.0 萬 | 1.1% | +2,043+4.3% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 32,725 | $450.8 萬 | 1.1% | −514−1.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 23,988 | $425.7 萬 | 1.1% | +2,081+9.5% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 9,183 | $415.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 41,397 | $411.0 萬 | 1.0% | +2,359+6.0% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 12,636 | $397.1 萬 | 1.0% | +468+3.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,985 | $388.1 萬 | 1.0% | +5,240+91.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,179 | $381.3 萬 | 0.9% | +14+0.4% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 14,119 | $380.6 萬 | 0.9% | +448+3.3% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 74,802 | $377.1 萬 | 0.9% | −1,210−1.6% | 減碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 227,988 | $365.5 萬 | 0.9% | −10,377−4.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 36,568 | $335.3 萬 | 0.8% | +24,283+197.7% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 25,104 | $329.9 萬 | 0.8% | +224+0.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 44,837 | $320.1 萬 | 0.8% | +2,912+6.9% | 加碼 | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 68,140 | $312.8 萬 | 0.8% | −5,408−7.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,718 | $311.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 95,046 | $304.6 萬 | 0.8% | +2,581+2.8% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 138,158 | $295.7 萬 | 0.7% | −56,158−28.9% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 85,323 | $290.1 萬 | 0.7% | +7,786+10.0% | 加碼 | 歷史 |
| HTOH2O America | COM | 46,155 | $280.5 萬 | 0.7% | −263−0.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 23,329 | $266.4 萬 | 0.7% | +22,973+6,453.1% | 加碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 6,648 | $250.4 萬 | 0.6% | +5,663+574.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,115 | $236.3 萬 | 0.6% | −413−2.5% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,438 | $228.2 萬 | 0.6% | −15−0.2% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 5,060 | $228.2 萬 | 0.6% | +5,060 | 新進 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 171,770 | $227.2 萬 | 0.6% | −55,913−24.6% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 13,168 | $214.6 萬 | 0.5% | −300−2.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,626 | $203.7 萬 | 0.5% | +810+16.8% | 加碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 69,317 | $191.3 萬 | 0.5% | +2,856+4.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 17,228 | $185.2 萬 | 0.5% | +3,723+27.6% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 102,471 | $183.7 萬 | 0.5% | +4,038+4.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,182 | $182.2 萬 | 0.5% | +3,700+35.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,393 | $178.7 萬 | 0.4% | −10−0.4% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 14,054 | $160.5 萬 | 0.4% | −177−1.2% | 減碼 | 歷史 |
| TUTelus Corp | COM | 140,340 | $148.3 萬 | 0.4% | −5,688−3.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,784 | $146.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,472 | $123.9 萬 | 0.3% | −50−2.0% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 25,388 | $121.7 萬 | 0.3% | −4,090−13.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 19,817 | $119.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,348 | $117.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,000 | $113.9 萬 | 0.3% | +8,000 | 新進 | – |
| AXPAmerican Express Co | Stock | 3,079 | $104.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,891 | $97.9 萬 | 0.2% | +11+0.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,613 | $97.7 萬 | 0.2% | +100+4.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,073 | $91.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VITLVital Farms, Inc. | COM | 72,507 | $84.3 萬 | 0.2% | +6,356+9.6% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 8,970 | $82.6 萬 | 0.2% | +60+0.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 685 | $80.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,347 | $76.8 萬 | 0.2% | +139+6.3% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,962 | $68.7 萬 | 0.2% | −119−5.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,609 | $68.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 5,686 | $66.7 萬 | 0.2% | +25+0.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,377 | $66.2 萬 | 0.2% | −250−5.4% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 12,781 | $65.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 7,358 | $64.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 3,592 | $63.3 萬 | 0.2% | −400−10.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 2,463 | $62.9 萬 | 0.2% | −300−10.9% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 1,596 | $62.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 24,160 | $58.3 萬 | 0.1% | −9,895−29.1% | 減碼 | – |
| AAgilent Technologies, Inc. | COM | 4,387 | $58.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,098 | $56.4 萬 | 0.1% | −15−1.3% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,950 | $55.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 5,807 | $51.8 萬 | 0.1% | −500−7.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 3,771 | $51.6 萬 | 0.1% | +3,771 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,585 | $50.7 萬 | 0.1% | −277−4.7% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,381 | $49.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,995 | $48.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 9,835 | $47.8 萬 | 0.1% | −300−3.0% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HOLXHologic Inc | COM | 12,007 | $90.8 萬 | 0.3% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,771 | $64.0 萬 | 0.2% | 歷史 |
| SNPSSynopsys Inc | COM | 214 | $8.48 萬 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 465 | $4.94 萬 | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 260 | $3.94 萬 | <0.1% | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 2,216 | $3.83 萬 | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 134 | $1.03 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 43 | $9,719 | <0.1% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 90 | $9,059 | <0.1% | – |
| MASIMasimo Corp | COM | 49 | $8,716 | <0.1% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 400 | $8,280 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 100 | $5,764 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 54 | $4,859 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 79 | $4,847 | <0.1% | 歷史 |
| NDAQNasdaq, Inc. | COM | 51 | $4,329 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 70 | $4,213 | <0.1% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 26 | $2,657 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 14 | $2,177 | <0.1% | 歷史 |
| AGOAssured Guaranty Ltd | COM | 17 | $1,385 | <0.1% | 歷史 |
| RALRalliant Corp | Stock | 15 | $624 | <0.1% | 歷史 |