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 |
|---|---|---|---|---|---|---|---|
| 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 | $1 | <0.1% | 00.0% | 不變 | – |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $3 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM | 30 | $135 | <0.1% | 00.0% | 不變 | 歷史 |
| VIAVia Transportation, Inc. | COM CL A | 10 | $181 | <0.1% | 00.0% | 不變 | 歷史 |
| GRWGGrowGeneration Corp. | COM | 200 | $296 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDLSNDL Inc. | COM | 222 | $300 | <0.1% | 00.0% | 不變 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 85 | $358 | <0.1% | 00.0% | 不變 | 歷史 |
| COCPCocrystal Pharma, Inc. | COM NEW | 418 | $439 | <0.1% | 00.0% | 不變 | 歷史 |
| SYMSymbotic Inc. | Stock | 20 | $899 | <0.1% | 00.0% | 不變 | 歷史 |
| TRLVTrulieve Cannabis Corp. | SUB VTG SHS | 100 | $983 | <0.1% | +100 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 69 | $1,096 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 18 | $1,387 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 15 | $1,634 | <0.1% | −41−73.2% | 減碼 | 歷史 |
| VSTSVestis Corp | COM SHS | 113 | $1,635 | <0.1% | 00.0% | 不變 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 36 | $1,653 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 8 | $1,770 | <0.1% | +8 | 新進 | – |
| CRTOCriteo S.A. | SPONS ADS | 100 | $1,828 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 22 | $1,861 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $1,945 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 12 | $1,975 | <0.1% | +12 | 新進 | – |
| WDAYWorkday, Inc. | CL A | 18 | $2,204 | <0.1% | 00.0% | 不變 | 歷史 |
| UNMUnum Group | Stock | 26 | $2,324 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $2,352 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 11 | $2,497 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 254 | $2,664 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 45 | $2,749 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 14 | $2,927 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 13 | $3,093 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 47 | $3,733 | <0.1% | +47 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 25 | $3,841 | <0.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 10 | $3,899 | <0.1% | 00.0% | 不變 | 歷史 |
| RNGRingCentral, Inc. | CL A | 100 | $3,913 | <0.1% | 00.0% | 不變 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 21 | $3,929 | <0.1% | 00.0% | 不變 | 歷史 |
| ASBAssociated Banc-Corp | COM | 134 | $4,123 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 29 | $4,245 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 16 | $4,302 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 79 | $4,359 | <0.1% | +79 | 新進 | – |
| STNEStoneCo Ltd. | COM | 410 | $4,444 | <0.1% | 00.0% | 不變 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 48 | $4,564 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLYFastly, Inc. | CL A | 250 | $4,590 | <0.1% | 00.0% | 不變 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 21 | $4,643 | <0.1% | +21 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 21 | $4,702 | <0.1% | +21 | 新進 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 80 | $4,971 | <0.1% | +1+1.3% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 35 | $5,009 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $5,090 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 36 | $5,271 | <0.1% | +36 | 新進 | – |
| DUKDuke Energy CORP | Stock | 42 | $5,316 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 24 | $5,449 | <0.1% | +24 | 新進 | – |
| ACNAccenture plc | Stock | 46 | $5,724 | <0.1% | 00.0% | 不變 | 歷史 |
| WFWoori Financial Group Inc. | SPONSORED ADS | 100 | $5,740 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $5,848 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 185 | $5,866 | <0.1% | +185 | 新進 | – |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 250 | $5,895 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 218 | $5,932 | <0.1% | 00.0% | 不變 | 歷史 |
| VSNTVersant Media Group, Inc. | COM CL A | 166 | $5,978 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 30 | $6,151 | <0.1% | 00.0% | 不變 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 42 | $6,163 | <0.1% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 27 | $6,212 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 61 | $6,666 | <0.1% | −100−62.1% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 17 | $6,697 | <0.1% | +17 | 新進 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 78 | $6,715 | <0.1% | 00.0% | 不變 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 339 | $6,743 | <0.1% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 508 | $6,797 | <0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 13 | $6,844 | <0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 244 | $7,083 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 51 | $7,452 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 336 | $7,682 | <0.1% | +2+0.6% | 加碼 | – |
| LCIDLucid Group, Inc. | Stock | 1,160 | $7,760 | <0.1% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 39 | $8,072 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 80 | $8,175 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 500 | $8,675 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 21 | $8,721 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 66 | $9,029 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $9,190 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $9,238 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 1,000 | $9,330 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 100 | $9,571 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 203 | $9,693 | <0.1% | +203 | 新進 | – |
| OXYOccidental Petroleum Corp | Stock | 200 | $9,714 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 377 | $1.05 萬 | <0.1% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 84 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 129 | $1.06 萬 | <0.1% | +129 | 新進 | – |
| AEGAegon Ltd. | AMER REG 1 CERT | 1,259 | $1.06 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 |
| ARMKAramark | COM | 231 | $1.31 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 1,559 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 795 | $1.38 萬 | <0.1% | −430−35.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 63 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 65 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 58 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 58 | $1.54 萬 | <0.1% | +17+41.5% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 55 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRECbre Group, Inc. | CL A | 121 | $1.63 萬 | <0.1% | −13−9.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 140 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| HRHealthcare Realty Trust Inc | CL A COM | 840 | $1.69 萬 | <0.1% | −3,000−78.1% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 900 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 348 | $1.85 萬 | <0.1% | +3+0.9% | 加碼 | – |
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 |