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 |
|---|---|---|---|---|---|---|---|
| DLRDigital Realty Trust, Inc. | COM | 580 | $10.4 萬 | <0.1% | +500+625.0% | 加碼 | 歷史 |
| IDAIdacorp Inc | COM | 700 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 646 | $10.8 萬 | <0.1% | +460+247.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,400 | $10.9 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 3,056 | $11.3 萬 | <0.1% | +39+1.3% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 237 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 5,569 | $11.5 萬 | <0.1% | +377+7.3% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 738 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 1,076 | $12.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 1,500 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 1,415 | $12.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,971 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 950 | $12.9 萬 | <0.1% | +926+3,914.1% | 加碼依 1 比 3 拆股換算 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,568 | $13.0 萬 | <0.1% | −23−1.4% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 916 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 245 | $13.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BETABETA Technologies, Inc. | COM SHS CL A | 8,324 | $13.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 3,028 | $14.1 萬 | <0.1% | +3,028 | 新進 | – |
| CORCencora, Inc. | Stock | 500 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 411 | $14.2 萬 | <0.1% | −34−7.6% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,200 | $14.2 萬 | <0.1% | −330−21.6% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 633 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,962 | $14.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 3,200 | $14.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 474 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 405 | $15.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,758 | $15.1 萬 | <0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| CHDChurch & Dwight Co Inc | COM | 1,579 | $15.3 萬 | <0.1% | −378−19.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 6,560 | $15.4 萬 | <0.1% | −804−10.9% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 2,680 | $15.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 211 | $15.9 萬 | <0.1% | −35−14.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 6,673 | $16.1 萬 | <0.1% | −150−2.2% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 300 | $16.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 330 | $16.4 萬 | <0.1% | +8+2.5% | 加碼 | 歷史 |
| HSYHershey Co | COM | 950 | $16.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 6,800 | $16.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 751 | $16.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,174 | $16.8 萬 | <0.1% | +18+1.6% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,890 | $17.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,682 | $17.3 萬 | <0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 1,158 | $17.5 萬 | <0.1% | +53+4.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 423 | $18.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 3,223 | $18.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,272 | $18.3 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| DHRDanaher Corp | Stock | 1,003 | $19.1 萬 | <0.1% | +9+0.9% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 644 | $19.2 萬 | <0.1% | +644 | 新進 | 歷史 |
| CICigna Group | Stock | 705 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 3,456 | $19.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 655 | $20.5 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 | – |
| VVisa Inc. | Stock | 618 | $21.2 萬 | 0.1% | −32−4.9% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,340 | $21.4 萬 | 0.1% | +2,340 | 新進 | – |
| TRVTravelers Companies, Inc. | Stock | 650 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,118 | $21.9 萬 | 0.1% | +978+85.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 787 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 850 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 1,425 | $23.3 萬 | 0.1% | +1,390+3,971.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,597 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 2,780 | $23.5 萬 | 0.1% | +2,780 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 6,440 | $23.7 萬 | 0.1% | +6,440 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 859 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSEXMiddlesex Water Co | COM | 4,350 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,072 | $25.7 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| CWCurtiss Wright Corp | Stock | 350 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 210 | $26.8 萬 | 0.1% | −16−7.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 735 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 735 | $27.2 萬 | 0.1% | −3−0.4% | 減碼 | – |
| BNY Mellon ETF Trust II05613H704 | MUNICIPAL INTER | 10,529 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,057 | $28.6 萬 | 0.1% | −125−10.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,515 | $28.7 萬 | 0.1% | +28+1.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 270 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,306 | $28.8 萬 | 0.1% | −13−1.0% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 910 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,210 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 2,105 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 867 | $32.5 萬 | 0.1% | −393−31.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,430 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 824 | $34.2 萬 | 0.1% | −80−8.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,904 | $36.3 萬 | 0.1% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 4,415 | $36.9 萬 | 0.1% | −125−2.8% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 3,000 | $37.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 4,609 | $38.1 萬 | 0.1% | −401−8.0% | 減碼依 6 比 1 拆股換算 | – |
| DISWalt Disney Co | Stock | 3,997 | $38.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,474 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,800 | $41.3 萬 | 0.1% | +1,349+299.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,211 | $41.4 萬 | 0.1% | +51+1.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,322 | $43.2 萬 | 0.1% | −200−3.6% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 11,379 | $43.6 萬 | 0.1% | −1,350−10.6% | 減碼 | 歷史 |
| Hingham Instn SVGS Mass433323102 | COM | 1,445 | $44.4 萬 | 0.1% | −190−11.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 610 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,933 | $46.1 萬 | 0.1% | −104−5.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,102 | $46.5 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 14,945 | $47.2 萬 | 0.1% | +6,325+73.4% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,666 | $47.6 萬 | 0.1% | −1,672−10.9% | 減碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 9,835 | $47.8 萬 | 0.1% | −300−3.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,995 | $48.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,381 | $49.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,585 | $50.7 萬 | 0.1% | −277−4.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 3,771 | $51.6 萬 | 0.1% | +3,771 | 新進 | 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 |