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 |
|---|---|---|---|---|---|---|---|---|
| RNR | RENAISSANCERE HLDGS LTD COM | $27.05万 | 0.08% | 910 | -150 | -14.2% | -$4.46万 | 减仓 |
| BKMI | BNY MELLON MUNICIPAL INTERMEDIATE ETF | $27.48万 | 0.08% | 10,529 | 10,529 | — | $27.48万 | 新建仓 |
| AYI | ACUITY INC COM | $27.60万 | 0.08% | 985 | 60 | 6.5% | $1.68万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $28.50万 | 0.08% | 226 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $28.68万 | 0.08% | 1,487 | -124 | -7.7% | -$2.39万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $30.64万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $31.17万 | 0.09% | 1,319 | -100 | -7.0% | -$2.36万 | 减仓 |
| GLD | SPDR GOLD SHARES | $31.63万 | 0.09% | 735 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $32.38万 | 0.09% | 4,540 | -110 | -2.4% | -$7,846 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $34.03万 | 0.10% | 835 | -357 | -29.9% | -$14.55万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $34.99万 | 0.10% | 2,474 | 2,474 | — | $34.99万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $35.21万 | 0.10% | 610 | -288 | -32.1% | -$16.62万 | 减仓 |
| MCD | MCDONALDS CORP COM | $36.74万 | 0.10% | 1,182 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $37.52万 | 0.11% | 1,260 | 610 | 93.8% | $18.17万 | 加仓 |
| GLW | CORNING INC COM | $37.57万 | 0.11% | 2,763 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $38.32万 | 0.11% | 4,160 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $38.52万 | 0.11% | 3,997 | -1,150 | -22.3% | -$11.08万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $39.05万 | 0.11% | 8,620 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $40.65万 | 0.11% | 4,430 | -1,405 | -24.1% | -$12.89万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $40.81万 | 0.11% | 6,307 | -150 | -2.3% | -$9,707 | 减仓 |
| KO | COCA COLA CO COM | $41.99万 | 0.12% | 5,522 | -166 | -2.9% | -$1.26万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $42.25万 | 0.12% | 4,381 | -112 | -2.5% | -$1.08万 | 减仓 |
| AMZN | AMAZON COM INC COM | $42.42万 | 0.12% | 2,037 | -515 | -20.2% | -$10.73万 | 减仓 |
| MMM | 3M CO COM | $43.50万 | 0.12% | 2,995 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $45.95万 | 0.13% | 10,135 | -800 | -7.3% | -$3.63万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $46.33万 | 0.13% | 1,596 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $46.73万 | 0.13% | 1,635 | -175 | -9.7% | -$5.00万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $50.00万 | 0.14% | 4,387 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $50.44万 | 0.14% | 3,992 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $50.97万 | 0.14% | 4,101 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $51.26万 | 0.14% | 12,729 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $55.61万 | 0.16% | 1,113 | -94 | -7.8% | -$4.70万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $57.09万 | 0.16% | 15,338 | 741 | 5.1% | $2.76万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $58.18万 | 0.16% | 2,950 | 2,950 | — | $58.18万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $58.76万 | 0.17% | 2,081 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $59.66万 | 0.17% | 3,073 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $59.79万 | 0.17% | 685 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $60.19万 | 0.17% | 5,862 | -374 | -6.0% | -$3.84万 | 减仓 |
| AFL | AFLAC INC COM | $62.11万 | 0.17% | 5,661 | -221 | -3.8% | -$2.42万 | 减仓 |
| — | EXXON MOBIL CORP COM | $63.98万 | 0.18% | 3,771 | -150 | -3.8% | -$2.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $64.95万 | 0.18% | 2,208 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $68.34万 | 0.19% | 7,358 | -200 | -2.6% | -$1.86万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $71.31万 | 0.20% | 2,513 | -487 | -16.2% | -$13.82万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $72.75万 | 0.20% | 4,627 | -390 | -7.8% | -$6.13万 | 减仓 |
| — | VANECK GREEN BOND ETF | $81.59万 | 0.23% | 34,055 | -3,891 | -10.3% | -$9.32万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $82.25万 | 0.23% | 8,910 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $83.37万 | 0.23% | 12,781 | -630 | -4.7% | -$4.11万 | 减仓 |
| ABBV | ABBVIE INC COM | $84.39万 | 0.24% | 3,880 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $90.76万 | 0.26% | 12,007 | -45,906 | -79.3% | -$347.00万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $93.13万 | 0.26% | 3,079 | -16 | -0.5% | -$4,840 | 减仓 |
| VITL | VITAL FARMS INC COM | $93.41万 | 0.26% | 66,151 | 745 | 1.1% | $1.05万 | 加仓 |
| USB | US BANCORP COM NEW | $103.07万 | 0.29% | 19,817 | -2,079 | -9.5% | -$10.81万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $104.71万 | 0.29% | 12,285 | -1,500 | -10.9% | -$12.78万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $108.33万 | 0.30% | 29,478 | -663 | -2.2% | -$2.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $112.52万 | 0.32% | 2,348 | -60 | -2.5% | -$2.88万 | 减仓 |
| INTU | INTUIT COM | $112.81万 | 0.32% | 2,609 | -687 | -20.8% | -$29.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $123.97万 | 0.35% | 2,522 | -108 | -4.1% | -$5.31万 | 减仓 |
| MRK | MERCK & CO INC COM | $126.08万 | 0.35% | 10,482 | -340 | -3.1% | -$4.09万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $132.86万 | 0.37% | 13,505 | 332 | 2.5% | $3.27万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $156.28万 | 0.44% | 2,403 | -555 | -18.8% | -$36.09万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $156.31万 | 0.44% | 98,433 | 63,817 | 184.4% | $101.34万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $164.81万 | 0.46% | 5,745 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $167.46万 | 0.47% | 10,784 | -150 | -1.4% | -$2.33万 | 减仓 |
| AMGN | AMGEN INC COM | $169.45万 | 0.48% | 4,816 | 0 | 0.0% | — | 不变 |
| AMRC | AMERESCO INC CL A | $169.48万 | 0.48% | 66,461 | 3,719 | 5.9% | $9.48万 | 加仓 |
| TU | TELUS CORPORATION COM | $187.35万 | 0.53% | 146,028 | -27,833 | -16.0% | -$35.71万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $192.90万 | 0.54% | 13,468 | -1,287 | -8.7% | -$18.43万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $217.88万 | 0.61% | 14,231 | 4,774 | 50.5% | $73.09万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $220.02万 | 0.62% | 8,453 | -26 | -0.3% | -$6,768 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $238.74万 | 0.67% | 16,528 | -255 | -1.5% | -$3.68万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $248.20万 | 0.70% | 77,537 | 24,805 | 47.0% | $79.40万 | 加仓 |
| GOOGL | ALPHABET CLASS A | $250.69万 | 0.71% | 8,718 | -10 | -0.1% | -$2,876 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $253.63万 | 0.71% | 92,465 | 14,703 | 18.9% | $40.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $268.22万 | 0.76% | 16,730 | 16,196 | 3,033.0% | $259.65万 | 加仓 |
| HTO | H2O AMERICA COM | $272.33万 | 0.77% | 46,418 | 3,712 | 8.7% | $21.78万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP COM | $285.88万 | 0.80% | 73,548 | -18,973 | -20.5% | -$73.75万 | 减仓 |
| LLY | ELI LILLY & CO COM | $291.11万 | 0.82% | 3,165 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $319.26万 | 0.90% | 194,316 | -15,542 | -7.4% | -$25.54万 | 减仓 |
| WAB | WABTEC COM | $341.65万 | 0.96% | 13,671 | 996 | 7.9% | $24.89万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $341.98万 | 0.96% | 227,683 | -56,295 | -19.8% | -$84.56万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $355.41万 | 1.00% | 24,880 | 631 | 2.6% | $9.01万 | 加仓 |
| KAI | KADANT INC COM | $355.73万 | 1.00% | 12,168 | 373 | 3.2% | $10.90万 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $359.07万 | 1.01% | 446,609 | 64,188 | 16.8% | $51.61万 | 加仓 |
| STT | STATE STR CORP COM | $367.88万 | 1.04% | 29,068 | 9,869 | 51.4% | $124.90万 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $383.40万 | 1.08% | 76,012 | 187 | 0.2% | $9,432 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $384.82万 | 1.08% | 21,907 | 339 | 1.6% | $5.95万 | 加仓 |
| VMI | VALMONT INDS INC COM | $390.22万 | 1.10% | 9,766 | 220 | 2.3% | $8.79万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $397.68万 | 1.12% | 19,573 | -130 | -0.7% | -$2.64万 | 减仓 |
| MCO | MOODYS CORP COM | $400.61万 | 1.13% | 9,183 | 608 | 7.1% | $26.52万 | 加仓 |
| NFLX | NETFLIX INC. COM | $403.11万 | 1.13% | 41,925 | 17,182 | 69.4% | $165.20万 | 加仓 |
| BWA | BORGWARNER INC COM | $406.73万 | 1.14% | 74,960 | 2,713 | 3.8% | $14.72万 | 加仓 |
| NOW | SERVICENOW INC COM | $408.14万 | 1.15% | 39,038 | 13,525 | 53.0% | $141.40万 | 加仓 |
| HD | HOME DEPOT INC | $432.62万 | 1.22% | 13,154 | 164 | 1.3% | $5.39万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $441.45万 | 1.24% | 238,365 | -22,439 | -8.6% | -$41.56万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $444.25万 | 1.25% | 47,271 | 6,822 | 16.9% | $64.11万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $449.30万 | 1.26% | 22,777 | -1,356 | -5.6% | -$26.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $461.92万 | 1.30% | 19,057 | 232 | 1.2% | $5.62万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $473.25万 | 1.33% | 12,785 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $490.12万 | 1.38% | 18,424 | 488 | 2.7% | $12.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $490.94万 | 1.38% | 20,084 | -316 | -1.5% | -$7.72万 | 减仓 |