Clean Yield Group
NORWICH VT · SEC CIK 0001525865
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $5.34万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $5.41万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $5.41万 | 0.02% | 153 | -5 | -3.2% | -$1,769 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $5.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $5.66万 | 0.02% | 133 | -13 | -8.9% | -$5,529 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.01万 | 0.02% | 71 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $6.09万 | 0.02% | 187 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $6.15万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $6.20万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $6.24万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $6.33万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $6.46万 | 0.02% | 329 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $6.52万 | 0.02% | 3,840 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $6.54万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC COM | $6.56万 | 0.02% | 1,820 | -269 | -12.9% | -$9,699 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $7.12万 | 0.02% | 539 | 539 | — | $7.12万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $7.14万 | 0.02% | 617 | -250 | -28.8% | -$2.89万 | 减仓 |
| ALC | ALCON AG ORD SHS | $7.16万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $7.49万 | 0.02% | 1,802 | -20 | -1.1% | -$832 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $7.50万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $7.62万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $7.68万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $7.70万 | 0.02% | 644 | -110 | -14.6% | -$1.31万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $7.76万 | 0.02% | 1,708 | 1,708 | — | $7.76万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $8.01万 | 0.02% | 1,000 | -10 | -1.0% | -$801 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $8.01万 | 0.02% | 237 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $8.17万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $8.19万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $8.26万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $8.34万 | 0.02% | 1,064 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $8.48万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $8.70万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $8.91万 | 0.03% | 3,593 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $9.06万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $9.15万 | 0.03% | 1,763 | 1,729 | 5,085.3% | $8.98万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD COM | $9.21万 | 0.03% | 6,428 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $9.29万 | 0.03% | 2,105 | -500 | -19.2% | -$2.21万 | 减仓 |
| TNC | TENNANT CO COM | $9.40万 | 0.03% | 1,415 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $9.55万 | 0.03% | 6,653 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $9.77万 | 0.03% | 451 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $9.79万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $9.85万 | 0.03% | 1,974 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $10.01万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $10.47万 | 0.03% | 96 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $10.87万 | 0.03% | 916 | -136 | -12.9% | -$1.61万 | 减仓 |
| — | PROSHARES VIX SHORT-TERM FUTURES ETF | $10.99万 | 0.03% | 3,200 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $11.01万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $11.05万 | 0.03% | 1,962 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $11.12万 | 0.03% | 3,017 | 3,017 | — | $11.12万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $11.23万 | 0.03% | 543 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $11.47万 | 0.03% | 738 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $12.21万 | 0.03% | 1,890 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $12.24万 | 0.03% | 8,324 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $12.32万 | 0.03% | 10,971 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $12.67万 | 0.04% | 1,591 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $12.80万 | 0.04% | 293 | -50 | -14.6% | -$2.18万 | 减仓 |
| DOV | DOVER CORP COM | $13.19万 | 0.04% | 633 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $13.21万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $13.25万 | 0.04% | 405 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $13.60万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $14.26万 | 0.04% | 445 | -28 | -5.9% | -$8,975 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $14.38万 | 0.04% | 322 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $15.05万 | 0.04% | 5,192 | -1,864 | -26.4% | -$5.40万 | 减仓 |
| ETN | EATON CORP PLC SHS | $15.13万 | 0.04% | 423 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $15.15万 | 0.04% | 1,156 | -12 | -1.0% | -$1,572 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $15.15万 | 0.04% | 3,223 | 3,223 | — | $15.15万 | 新建仓 |
| COR | CENCORA INC COM | $15.71万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $16.06万 | 0.05% | 3,456 | -30 | -0.9% | -$1,394 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $16.08万 | 0.05% | 1,682 | 1,682 | — | $16.08万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $16.18万 | 0.05% | 1,530 | -225 | -12.8% | -$2.38万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $16.25万 | 0.05% | 2,680 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $16.31万 | 0.05% | 568 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $17.17万 | 0.05% | 7,364 | 7,364 | — | $17.17万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $17.26万 | 0.05% | 751 | -50 | -6.2% | -$1.15万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $17.39万 | 0.05% | 6,962 | 6,962 | — | $17.39万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $17.65万 | 0.05% | 1,105 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $17.79万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $18.26万 | 0.05% | 1,957 | -53 | -2.6% | -$4,946 | 减仓 |
| CI | THE CIGNA GROUP COM | $18.81万 | 0.05% | 705 | -133 | -15.9% | -$3.55万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $18.85万 | 0.05% | 994 | -10 | -1.0% | -$1,896 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $18.96万 | 0.05% | 650 | -21 | -3.1% | -$6,125 | 减仓 |
| CAT | CATERPILLAR INC COM | $19.13万 | 0.05% | 270 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $19.16万 | 0.05% | 6,823 | -2,033 | -23.0% | -$5.71万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $19.52万 | 0.05% | 6,800 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $19.65万 | 0.06% | 650 | -29 | -4.3% | -$8,765 | 减仓 |
| HSY | HERSHEY CO COM | $19.75万 | 0.06% | 950 | -50 | -5.0% | -$1.04万 | 减仓 |
| UNP | UNION PAC CORP COM | $20.62万 | 0.06% | 850 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $21.04万 | 0.06% | 4,482 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $21.29万 | 0.06% | 246 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $22.09万 | 0.06% | 518 | -20 | -3.7% | -$8,528 | 减仓 |
| MSEX | MIDDLESEX WTR CO COM | $22.64万 | 0.06% | 4,350 | -175 | -3.9% | -$9,109 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $22.86万 | 0.06% | 787 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $22.92万 | 0.06% | 859 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $23.33万 | 0.07% | 655 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $23.49万 | 0.07% | 1,597 | -1 | -0.1% | -$147 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $23.68万 | 0.07% | 738 | -74 | -9.1% | -$2.37万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $23.84万 | 0.07% | 350 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.46万 | 0.07% | 904 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $25.30万 | 0.07% | 1,904 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $26.79万 | 0.08% | 2,210 | 0 | 0.0% | — | 不变 |