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 |
|---|---|---|---|---|---|---|---|
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 462 | $1.88 萬 | <0.1% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 90 | $1.92 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 |
| EBCEastern Bankshares, Inc. | COM | 900 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 88 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 33 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 54 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 195 | $2.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 38 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 50 | $2.29 萬 | <0.1% | −6−10.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 240 | $2.36 萬 | <0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 326 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 60 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 900 | $2.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 1,301 | $2.67 萬 | <0.1% | +1,301 | 新進 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 263 | $2.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 642 | $2.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 1,500 | $2.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 700 | $2.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 262 | $2.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBSUBS Group AG | Stock | 591 | $2.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 223 | $2.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 263 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 380 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 340 | $2.99 萬 | <0.1% | +340 | 新進 | – |
| SOLVSolventum Corp | Stock | 400 | $3.09 萬 | <0.1% | −250−38.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 34 | $3.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 416 | $3.33 萬 | <0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 696 | $3.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 666 | $3.35 萬 | <0.1% | +666 | 新進 | – |
| MIDDMIDDLEBY Corp | COM | 200 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 49 | $3.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 852 | $3.61 萬 | <0.1% | +100+13.3% | 加碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 260 | $3.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 300 | $3.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 440 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| TROWPrice T Rowe Group Inc | Stock | 351 | $3.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 1,200 | $4.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 97 | $4.08 萬 | <0.1% | −5−4.9% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 840 | $4.15 萬 | <0.1% | 00.0% | 不變 | – |
| DASHDoorDash, Inc. | Stock | 225 | $4.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 1,669 | $4.18 萬 | <0.1% | −5,293−76.0% | 減碼 | – |
| CSXCSX Corp | Stock | 879 | $4.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 77 | $4.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 650 | $4.36 萬 | <0.1% | −300−31.6% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 702 | $4.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 92 | $4.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 1,200 | $4.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 650 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 50 | $4.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 327 | $4.94 萬 | <0.1% | +327 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 422 | $4.99 萬 | <0.1% | −222−34.5% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 110 | $5.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 820 | $5.08 萬 | <0.1% | +820 | 新進 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 950 | $5.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 5,231 | $5.13 萬 | <0.1% | +5,231 | 新進 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 1,384 | $5.14 萬 | <0.1% | +1,384 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 153 | $5.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 484 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 934 | $5.25 萬 | <0.1% | +934 | 新進 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 530 | $5.32 萬 | <0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 133 | $5.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 320 | $5.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 500 | $5.47 萬 | <0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 129 | $5.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BHBBar Harbor Bankshares | COM | 1,500 | $5.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 315 | $5.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 500 | $5.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AROWArrow Financial Corp | COM | 1,458 | $5.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VIXYProShares Trust II | ETF | 3,200 | $6.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 201 | $6.85 萬 | <0.1% | +14+7.5% | 加碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 1,821 | $6.93 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 1,750 | $6.96 萬 | <0.1% | 00.0% | 不變 | – |
| HPQHP Inc | Stock | 3,200 | $7.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 329 | $7.17 萬 | <0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 71 | $7.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 617 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 930 | $7.21 萬 | <0.1% | +930 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 250 | $7.51 萬 | <0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 1,043 | $7.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 1,060 | $7.68 萬 | <0.1% | +60+6.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 254 | $7.78 萬 | <0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 196 | $7.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 2,852 | $7.80 萬 | <0.1% | +2,780+3,861.1% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 504 | $8.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 400 | $8.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,064 | $8.29 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 539 | $8.32 萬 | <0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 116 | $8.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 300 | $8.97 萬 | <0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 543 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,593 | $9.14 萬 | <0.1% | 00.0% | 不變 | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 6,428 | $9.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,024 | $9.26 萬 | <0.1% | +24+2.4% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 1,778 | $9.31 萬 | <0.1% | +15+0.9% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,708 | $9.34 萬 | <0.1% | 00.0% | 不變 | – |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 6,653 | $9.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 1,839 | $9.73 萬 | <0.1% | +37+2.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 397 | $9.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,974 | $9.98 萬 | <0.1% | 00.0% | 不變 | – |
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 |