13F 机构持仓

Clean Yield Group

NORWICH VT · SEC CIK 0001525865

2026Q22026Q1 更早 9 个季度 🔒
$4.03亿2026Q2 申报市值
394持仓数
31.7%前十大占比 · 第一大 7.3%
27 / 20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 4.7%
ASML 3.8%
AVGO 3.4%
CSCO 3.3%
ANET 2.3%
GSK 2.1%
AWK 1.7%
PLD 1.6%
HASI 1.6%

2026Q2 买入最多 按季末市值估算

SHOP 加仓+$262.31万
ULTA 新建仓+$228.20万
CL 加仓+$222.63万
AYI 加仓+$213.30万
GOOG 加仓+$185.15万

2026Q2 卖出最多 按季末市值估算

ASML 减仓-$233.56万
AVGO 减仓-$142.34万
DOC 减仓-$120.18万
PLD 减仓-$103.62万
ROST 减仓-$91.01万

2026Q2 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
IRM IRON MTN INC DEL COM $37.89万0.09%3,000 00.0% — 不变
VOOG VANGUARD S&P 500 GROWTH ETF $38.08万0.09%4,609 -401-8.0% -$3.31万 减仓
DIS DISNEY WALT CO COM $38.47万0.10%3,997 00.0% — 不变
ESGU ISHARES ESG AWARE MSCI USA ETF $40.49万0.10%2,474 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $41.32万0.10%1,800 1,349299.1% $30.97万 加仓
PAYX PAYCHEX INC COM $41.41万0.10%4,211 511.2% $5,015 加仓
KO COCA COLA CO COM $43.25万0.11%5,322 -200-3.6% -$1.63万 减仓
WTRG ESSENTIAL UTILS INC COM $43.59万0.11%11,379 -1,350-10.6% -$5.17万 减仓
HIFS HINGHAM INSTN SVGS MASS COM $44.38万0.11%1,445 -190-11.6% -$5.84万 减仓
QQQ INVESCO QQQ TRUST SERIES I $44.92万0.11%610 00.0% — 不变
AMZN AMAZON COM INC COM $46.07万0.11%1,933 -104-5.1% -$2.48万 减仓
WMT WALMART INC COM $46.45万0.12%4,102 10.0% $113 加仓
TSCO TRACTOR SUPPLY CO COM $47.24万0.12%14,945 6,32573.4% $19.99万 加仓
GIS GENERAL MILLS INC COM $47.56万0.12%13,666 -1,672-10.9% -$5.82万 减仓
CWT CALIFORNIA WTR SVC GROUP COM $47.85万0.12%9,835 -300-3.0% -$1.46万 减仓
MMM 3M CO COM $48.49万0.12%2,995 00.0% — 不变
SJM SMUCKER J M CO COM NEW $49.29万0.12%4,381 00.0% — 不变
ABT ABBOTT LABORATORIES COM $50.68万0.13%5,585 -277-4.7% -$2.51万 减仓
XOM EXXONMOBIL HOLDINGS CORP COM SHS $51.56万0.13%3,771 3,771— $51.56万 新建仓
HLIO HELIOS TECHNOLOGIES INC COM $51.83万0.13%5,807 -500-7.9% -$4.46万 减仓
AZN ASTRAZENECA PLC ORD $55.94万0.14%2,950 00.0% — 不变
MA MASTERCARD INCORPORATED CL A $56.39万0.14%1,098 -15-1.3% -$7,704 减仓
A AGILENT TECHNOLOGIES INC COM $58.27万0.14%4,387 00.0% — 不变
— VANECK GREEN BOND ETF $58.31万0.14%24,160 -9,895-29.1% -$23.88万 减仓
WTS WATTS WATER TECHNOLOGIES INC CL A $62.48万0.16%1,596 00.0% — 不变
GLW CORNING INC COM $62.91万0.16%2,463 -300-10.9% -$7.66万 减仓
APH AMPHENOL CORP CL A $63.33万0.16%3,592 -400-10.0% -$7.05万 减仓
NEE NEXTERA ENERGY INC COM $64.58万0.16%7,358 00.0% — 不变
TRMB TRIMBLE INC COM $65.41万0.16%12,781 00.0% — 不变
BDX BECTON DICKINSON & CO COM $66.24万0.16%4,377 -250-5.4% -$3.78万 减仓
AFL AFLAC INC COM $66.67万0.17%5,686 250.4% $2,931 加仓
INTU INTUIT COM $68.09万0.17%2,609 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC COM $68.68万0.17%1,962 -119-5.7% -$4.17万 减仓
JPM JPMORGAN CHASE & CO COM $76.82万0.19%2,347 1396.3% $4.55万 加仓
GEV GE VERNOVA INC COM $80.48万0.20%685 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC COM $82.60万0.20%8,970 600.7% $5,525 加仓
VITL VITAL FARMS INC COM $84.33万0.21%72,507 6,3569.6% $7.39万 加仓
TXN TEXAS INSTRS INC COM $91.60万0.23%3,073 00.0% — 不变
GE GE AEROSPACE COM NEW $97.66万0.24%2,613 1004.0% $3.74万 加仓
ABBV ABBVIE INC COM $97.91万0.24%3,891 110.3% $2,768 加仓
AXP AMERICAN EXPRESS CO COM $104.15万0.26%3,079 00.0% — 不变
DSI ISHARES ESG MSCI KLD 400 ETF $113.91万0.28%8,000 8,000— $113.91万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $117.49万0.29%2,348 00.0% — 不变
USB US BANCORP COM NEW $119.69万0.30%19,817 00.0% — 不变
NVO NOVO-NORDISK A S ADR $121.71万0.30%25,388 -4,090-13.9% -$19.61万 减仓
TMO THERMO FISHER SCIENTIFIC INC COM $123.94万0.31%2,472 -50-2.0% -$2.51万 减仓
PEP PEPSICO INC COM $146.01万0.36%10,784 00.0% — 不变
TU TELUS CORPORATION COM $148.34万0.37%140,340 -5,688-3.9% -$6.01万 减仓
LULU LULULEMON ATHLETICA INC COM $160.47万0.40%14,054 -177-1.2% -$2.02万 减仓
SPY STATE STREET SPDR S&P 500 ETF $178.70万0.44%2,393 -10-0.4% -$7,468 减仓
MRK MERCK & CO INC COM $182.23万0.45%14,182 3,70035.3% $47.54万 加仓
SOFI SOFI TECHNOLOGIES INC COM $183.73万0.46%102,471 4,0384.1% $7.24万 加仓
UPS UNITED PARCEL SVCS INC CL B $185.20万0.46%17,228 3,72327.6% $40.02万 加仓
AMRC AMERESCO INC CL A $191.31万0.47%69,317 2,8564.3% $7.88万 加仓
AMGN AMGEN INC COM $203.73万0.51%5,626 81016.8% $29.33万 加仓
EXPD EXPEDITORS INTL WASH INC COM $214.61万0.53%13,168 -300-2.2% -$4.89万 减仓
VOD VODAFONE GROUP PLC SPONSORED ADR $227.17万0.56%171,770 -55,913-24.6% -$73.94万 减仓
ULTA ULTA BEAUTY INC COM $228.20万0.57%5,060 5,060— $228.20万 新建仓
ITW ILLINOIS TOOL WKS INC COM $228.22万0.57%8,438 -15-0.2% -$4,057 减仓
PG PROCTER & GAMBLE CO COM $236.31万0.59%16,115 -413-2.5% -$6.06万 减仓
AYI ACUITY INC COM $250.40万0.62%6,648 5,663574.9% $213.30万 加仓
SHOP SHOPIFY INC CL A SUB VTG SHS $266.37万0.66%23,329 22,9736,453.1% $262.31万 加仓
HTO H2O AMERICA COM $280.48万0.70%46,155 -263-0.6% -$1.60万 减仓
CMG CHIPOTLE MEXICAN GRILL INC COM $290.10万0.72%85,323 7,78610.0% $26.47万 加仓
DOC HEALTHPEAK PROPERTIES INC COM $295.66万0.73%138,158 -56,158-28.9% -$120.18万 减仓
COLB COLUMBIA BKG SYS INC COM $304.62万0.76%95,046 2,5812.8% $8.27万 加仓
GOOGL ALPHABET CLASS A $311.56万0.77%8,718 00.0% — 不变
AMAL AMALGAMATED FINANCIAL CORP COM $312.76万0.78%68,140 -5,408-7.4% -$24.82万 减仓
NFLX NETFLIX INC. COM $320.14万0.79%44,837 2,9126.9% $20.79万 加仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $329.94万0.82%25,104 2240.9% $2.94万 加仓
CL COLGATE PALMOLIVE CO COM $335.26万0.83%36,568 24,283197.7% $222.63万 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $365.46万0.91%227,988 -10,377-4.4% -$16.63万 减仓
MKC MCCORMICK & CO INC COM NON VTG $377.15万0.94%74,802 -1,210-1.6% -$6.10万 减仓
WAB WABTEC COM $380.65万0.94%14,119 4483.3% $12.08万 加仓
LLY ELI LILLY & CO COM $381.30万0.95%3,179 140.4% $1.68万 加仓
GOOG ALPHABET INC CAP STK CL C $388.15万0.96%10,985 5,24091.2% $185.15万 加仓
KAI KADANT INC COM $397.06万0.99%12,636 4683.8% $14.71万 加仓
NOW SERVICENOW INC COM $410.99万1.02%41,397 2,3596.0% $23.42万 加仓
MCO MOODYS CORP COM $415.92万1.03%9,183 00.0% — 不变
VEEV VEEVA SYS INC CL A COM $425.71万1.06%23,988 2,0819.5% $36.93万 加仓
JKHY HENRY JACK & ASSOC INC COM $450.75万1.12%32,725 -514-1.5% -$7.08万 减仓
SCHW SCHWAB CHARLES CORP COM $455.02万1.13%49,314 2,0434.3% $18.85万 加仓
BWA BORGWARNER INC COM $478.46万1.19%72,057 -2,903-3.9% -$19.28万 减仓
VMI VALMONT INDS INC COM $482.93万1.20%8,361 -1,405-14.4% -$81.15万 减仓
ADP AUTOMATIC DATA PROCESSING INC COM $489.82万1.22%21,872 2,29911.7% $51.49万 加仓
FSLR FIRST SOLAR INC COM $494.69万1.23%20,965 -1,812-8.0% -$42.76万 减仓
JNJ JOHNSON & JOHNSON COM $507.01万1.26%19,963 -121-0.6% -$3.07万 减仓
HD HOME DEPOT INC $507.44万1.26%14,388 1,2349.4% $43.52万 加仓
STT STATE STR CORP COM $513.48万1.27%30,276 1,2084.2% $20.49万 加仓
ROST ROSS STORES INC COM $518.59万1.29%24,364 -4,276-14.9% -$91.01万 减仓
COST COSTCO WHOLESALE CORPORATION COM $520.31万1.29%5,562 3907.5% $36.48万 加仓
SYK STRYKER CORPORATION COM $522.10万1.30%16,583 2291.4% $7.21万 加仓
SFM SPROUTS FMRS MKT INC COM $526.87万1.31%62,293 -6,337-9.2% -$53.60万 减仓
MSFT MICROSOFT CORP COM $528.68万1.31%14,173 1,38810.9% $51.77万 加仓
ECL ECOLAB INC COM $534.18万1.33%19,173 7494.1% $20.87万 加仓
HUBB HUBBELL INC COM $541.93万1.34%10,358 2052.0% $10.73万 加仓
NOK NOKIA CORP SPONSORED ADR $561.00万1.39%422,437 -24,172-5.4% -$32.10万 减仓
PANW PALO ALTO NETWORKS INC COM $571.58万1.42%16,761 310.2% $1.06万 加仓
DGX QUEST DIAGNOSTICS INC COM $574.74万1.43%27,117 7953.0% $16.85万 加仓
CRM SALESFORCE INC COM $583.44万1.45%37,243 6,45121.0% $101.06万 加仓