13F 机构持仓

Clean Yield Group

NORWICH VT · SEC CIK 0001525865

2026Q22026Q1 更早 9 个季度 🔒
$3.55亿2026Q1 申报市值
384持仓数
31.3%前十大占比 · 第一大 7.3%
11 / 35新建仓 / 清仓
申报市值走势$4.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 7.3%
NVDA 4.5%
AVGO 3.4%
ASML 3.3%
CSCO 2.6%
GSK 2.5%
PLD 2.1%
AWK 2.0%
ANET 1.9%
FERG 1.8%

2026Q1 买入最多 按季末市值估算

COST 加仓+$446.30万
PANW 加仓+$259.65万
NFLX 加仓+$165.20万
NOW 加仓+$141.40万
STT 加仓+$124.90万

2026Q1 卖出最多 按季末市值估算

HOLOGIC INC COM 减仓-$347.00万
VOD 减仓-$84.56万
AVGO 减仓-$81.74万
AWK 减仓-$76.54万
AMAL 减仓-$73.75万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
COIN COINBASE GLOBAL INC COM CL A $6,9840.00%40 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC COM $7,0530.00%78 -306-79.7% -$2.77万 减仓
SBUX STARBUCKS CORP COM $7,1670.00%80 00.0% — 不变
FSLY FASTLY INC CL A $7,2650.00%250 00.0% — 不变
ADBE ADOBE INC COM $7,2920.00%30 00.0% — 不变
IDXX IDEXX LABS INC COM $7,3050.00%13 00.0% — 不变
ALK ALASKA AIR GROUP INC COM $7,3560.00%200 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $7,5250.00%500 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC COM $7,7300.00%38 00.0% — 不变
ALLY ALLY FINL INC COM $7,8460.00%200 00.0% — 不变
SONY SONY GROUP CORP SPONSORED ADR $8,2800.00%400 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC COM $8,6510.00%66 00.0% — 不变
— MASIMO CORP COM $8,7160.00%49 00.0% — 不变
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $9,0590.00%90 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC COM NEW $9,1130.00%21 00.0% — 不变
ACN ACCENTURE PLC IRELAND SHS CLASS A $9,1210.00%46 -93-66.9% -$1.84万 减仓
AEG AEGON LTD AMER REG 1 CERT $9,1400.00%1,259 00.0% — 不变
ARMK ARAMARK COM $9,3440.00%230 00.0% — 不变
SO SOUTHERN CO COM $9,6520.00%100 00.0% — 不变
— HONEYWELL INTL INC COM $9,7190.00%43 00.0% — 不变
HLN HALEON PLC SPON ADS $1.00万0.00%1,000 00.0% — 不变
PXH INVESCO RAFI EMERGING MARKETS ETF $1.01万0.00%377 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC COM $1.02万0.00%41 00.0% — 不变
OTIS OTIS WORLDWIDE CORP COM $1.03万0.00%134 00.0% — 不变
— UNION BANKSHARES INC COM $1.09万0.00%450 00.0% — 不变
LCID LUCID GROUP INC COM NEW $1.11万0.00%1,160 00.0% — 不变
GILD GILEAD SCIENCES INC COM $1.17万0.00%84 00.0% — 不变
BP BP PLC SPONSORED ADR $1.18万0.00%250 00.0% — 不变
NMR NOMURA HLDGS INC SPONSORED ADR $1.23万0.00%1,559 -460-22.8% -$3,630 减仓
LRCX LAM RESEARCH CORP COM NEW $1.28万0.00%60 00.0% — 不变
PGR PROGRESSIVE CORP COM $1.29万0.00%65 -7-9.7% -$1,388 减仓
OXY OCCIDENTAL PETE CORP COM $1.30万0.00%200 00.0% — 不变
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF $1.35万0.00%140 00.0% — 不变
DLR DIGITAL RLTY TR INC COM $1.44万0.00%80 -21-20.8% -$3,784 减仓
WSM WILLIAMS SONOMA INC COM $1.60万0.00%88 -104-54.2% -$1.90万 减仓
CEG CONSTELLATION ENERGY CORP COM $1.62万0.00%58 00.0% — 不变
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $1.65万0.00%900 00.0% — 不变
CWI STATE STREET SPDR MSCI ACWI EX-US ETF $1.69万0.00%462 00.0% — 不变
EBC EASTERN BANKSHARES INC COM $1.76万0.00%900 00.0% — 不变
AGZ ISHARES AGENCY BOND ETF $1.77万0.00%161 -663-80.5% -$7.27万 减仓
CBRE CBRE GROUP INC CL A $1.82万0.01%134 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV ORD SHS $1.83万0.01%1,225 -24,342-95.2% -$36.39万 减仓
DE DEERE & CO COM $1.86万0.01%33 -4-10.8% -$2,253 减仓
CME CME GROUP INC COM $1.86万0.01%63 -20-24.1% -$5,907 减仓
LHX L3HARRIS TECHNOLOGIES INC COM $1.90万0.01%55 00.0% — 不变
RSG REPUBLIC SVCS INC COM $1.97万0.01%90 00.0% — 不变
NRG NRG ENERGY INC COM NEW $2.00万0.01%137 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC COM NEW $2.05万0.01%900 00.0% — 不变
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $2.11万0.01%345 20.6% $123 加仓
DELL DELL TECHNOLOGIES INC CL C $2.12万0.01%129 -81-38.6% -$1.33万 减仓
UBS UBS GROUP AG SHS $2.31万0.01%591 00.0% — 不变
SLF SUN LIFE FINANCIAL INC. COM $2.38万0.01%380 -299-44.0% -$1.87万 减仓
AMP AMERIPRISE FINL INC COM $2.49万0.01%56 -54-49.1% -$2.40万 减仓
ISRG INTUITIVE SURGICAL INC COM NEW $2.49万0.01%54 00.0% — 不变
KMB KIMBERLY-CLARK CORP COM $2.53万0.01%262 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP COM $2.55万0.01%195 00.0% — 不变
KVUE KENVUE INC COM $2.59万0.01%1,500 00.0% — 不变
KB KB FINL GROUP INC SPONSORED ADR $2.62万0.01%263 00.0% — 不变
MIDD MIDDLEBY CORP COM $2.65万0.01%200 00.0% — 不变
L LOEWS CORP COM $2.81万0.01%263 00.0% — 不变
MDT MEDTRONIC PLC SHS $2.82万0.01%326 -58-15.1% -$5,026 减仓
GDXJ VANECK JUNIOR GOLD MINERS ETF $2.88万0.01%240 00.0% — 不变
PYPL PAYPAL HLDGS INC COM $2.90万0.01%642 10.2% $45 加仓
LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $2.92万0.01%416 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC COM $3.02万0.01%223 -116-34.2% -$1.57万 减仓
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST $3.02万0.01%49 00.0% — 不变
TROW PRICE T ROWE GROUP INC COM $3.16万0.01%351 00.0% — 不变
MAA MID-AMER APT CMNTYS INC COM $3.18万0.01%260 -125-32.5% -$1.53万 减仓
MRSH MARSH & MCLENNAN COS INC COM $3.23万0.01%186 -7-3.6% -$1,214 减仓
FAST FASTENAL CO COM $3.23万0.01%696 00.0% — 不变
BLK BLACKROCK INC COM $3.27万0.01%34 00.0% — 不变
DLTR DOLLAR TREE INC COM $3.29万0.01%300 -100-25.0% -$1.10万 减仓
DASH DOORDASH INC CL A $3.38万0.01%225 00.0% — 不变
CSX CSX CORP COM $3.61万0.01%879 00.0% — 不变
WS WORTHINGTON STL INC COM SHS $3.64万0.01%1,200 00.0% — 不变
NKE NIKE INC CL B $3.70万0.01%700 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC COM $3.77万0.01%752 -560-42.7% -$2.81万 减仓
TSLA TESLA INC COM $3.79万0.01%102 00.0% — 不变
TLT ISHARES 20 YEAR TREASURY BOND ETF $3.81万0.01%440 00.0% — 不变
SMB VANECK SHORT MUNI ETF $3.83万0.01%2,216 00.0% — 不变
TT TRANE TECHNOLOGIES PLC SHS $3.83万0.01%92 00.0% — 不变
DVY ISHARES SELECT DIVIDEND ETF $3.94万0.01%260 00.0% — 不变
AMAT APPLIED MATLS INC COM $3.96万0.01%116 -45-28.0% -$1.54万 减仓
QCOM QUALCOMM INC COM $4.06万0.01%315 -79-20.1% -$1.02万 减仓
CPER UNITED STATES COPPER INDEX FUND $4.13万0.01%1,200 00.0% — 不变
SHOP SHOPIFY INC CL A SUB VTG SHS $4.22万0.01%356 -8-2.2% -$949 减仓
SOLV SOLVENTUM CORP COM SHS $4.24万0.01%650 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP INC COM $4.36万0.01%484 00.0% — 不变
META META PLATFORMS INC CL A $4.41万0.01%77 00.0% — 不变
PH PARKER-HANNIFIN CORP COM $4.48万0.01%50 00.0% — 不变
IHI ISHARES U.S. MEDICAL DEVICES ETF $4.48万0.01%840 00.0% — 不变
BHB BAR HBR BANKSHARES COM $4.87万0.01%1,500 00.0% — 不变
AROW ARROW FINL CORP COM $4.89万0.01%1,458 00.0% — 不变
CGNX COGNEX CORP COM $4.90万0.01%1,000 00.0% — 不变
MUB ISHARES NATIONAL MUNI BOND ETF $4.94万0.01%465 00.0% — 不变
WOR WORTHINGTON ENTERPRISES INC COM $4.95万0.01%950 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $5.00万0.01%702 00.0% — 不变
TWLO TWILIO INC CL A $5.03万0.01%400 00.0% — 不变
CNI CANADIAN NATL RY CO COM $5.14万0.01%500 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A SHS $5.33万0.02%110 00.0% — 不变