Clean Yield Group
NORWICH VT · SEC CIK 0001525865
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -12,007 | -100.0% | -$90.76万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,771 | -100.0% | -$63.98万 | 清仓 |
| SNPS | SYNOPSYS INC COM | $0 | 0.00% | 0 | -214 | -100.0% | -$8.48万 | 清仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -465 | -100.0% | -$4.94万 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -260 | -100.0% | -$3.94万 | 清仓 |
| SMB | VANECK SHORT MUNI ETF | $0 | 0.00% | 0 | -2,216 | -100.0% | -$3.83万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $0 | 0.00% | 0 | -134 | -100.0% | -$1.03万 | 清仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $0 | 0.00% | 0 | -90 | -100.0% | -$9,059 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -49 | -100.0% | -$8,716 | 清仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $0 | 0.00% | 0 | -400 | -100.0% | -$8,280 | 清仓 |
| MDLZ | MONDELEZ INTL INC CL A | $0 | 0.00% | 0 | -100 | -100.0% | -$5,764 | 清仓 |
| — | THOMSON REUTERS CORP COM | $0 | 0.00% | 0 | -54 | -100.0% | -$4,859 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -79 | -100.0% | -$4,847 | 清仓 |
| NDAQ | NASDAQ INC COM | $0 | 0.00% | 0 | -51 | -100.0% | -$4,329 | 清仓 |
| XYZ | BLOCK INC CL A | $0 | 0.00% | 0 | -70 | -100.0% | -$4,213 | 清仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $0 | 0.00% | 0 | -26 | -100.0% | -$2,657 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$2,177 | 清仓 |
| AGO | ASSURED GUARANTY LTD COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,385 | 清仓 |
| RAL | RALLIANT CORP COM | $0 | 0.00% | 0 | -15 | -100.0% | -$624 | 清仓 |
| — | LIVEWIRE GROUP INC WT EXP 092627 | $1 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | WORKHORSE GROUP INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $135 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC COM CL A | $181 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GROWGENERATION CORP COM | $296 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SNDL INC COM | $300 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $358 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | COCRYSTAL PHARMA INC COM NEW | $439 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $899 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP SUB VTG SHS | $983 | 0.00% | 100 | 100 | — | $983 | 新建仓 |
| VTRS | VIATRIS INC COM | $1,096 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1,387 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC COM | $1,634 | 0.00% | 15 | -41 | -73.2% | -$4,466 | 减仓 |
| VSTS | VESTIS CORPORATION COM SHS | $1,635 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $1,653 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1,770 | 0.00% | 8 | 8 | — | $1,770 | 新建仓 |
| CRTO | CRITEO S A SPONS ADS | $1,828 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $1,861 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $1,945 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $1,975 | 0.00% | 12 | -166 | -93.3% | -$2.73万 | 重新持有 |
| WDAY | WORKDAY INC CL A | $2,204 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $2,324 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | LIVEWIRE GROUP INC COM | $2,352 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $2,497 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $2,664 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $2,749 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2,927 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $3,093 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $3,733 | 0.00% | 47 | 47 | — | $3,733 | 新建仓 |
| FTNT | FORTINET INC COM | $3,841 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $3,899 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC CL A | $3,913 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $3,929 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP COM | $4,123 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $4,245 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $4,302 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $4,359 | 0.00% | 79 | 79 | — | $4,359 | 新建仓 |
| STNE | STONECO LTD COM CL A | $4,444 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $4,564 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC CL A | $4,590 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $4,643 | 0.00% | 21 | 21 | — | $4,643 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $4,702 | 0.00% | 21 | -22 | -51.2% | -$4,926 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $4,971 | 0.00% | 80 | 1 | 1.3% | $62 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $5,009 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $5,090 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5,271 | 0.00% | 36 | -195 | -84.4% | -$2.86万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,316 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $5,449 | 0.00% | 24 | 24 | — | $5,449 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5,724 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $5,740 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $5,848 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5,866 | 0.00% | 185 | 185 | — | $5,866 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $5,895 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $5,932 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $5,978 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $6,151 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $6,163 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $6,212 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES AGENCY BOND ETF | $6,666 | 0.00% | 61 | -100 | -62.1% | -$1.09万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $6,697 | 0.00% | 17 | 17 | — | $6,697 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $6,715 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $6,743 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC COM | $6,797 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $6,844 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED ADR | $7,083 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7,452 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| JSTC | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | $7,682 | 0.00% | 336 | 2 | 0.6% | $46 | 加仓 |
| LCID | LUCID GROUP INC COM NEW | $7,760 | 0.00% | 1,160 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $8,072 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $8,175 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $8,675 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $8,721 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $9,029 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $9,190 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $9,238 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $9,330 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $9,571 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $9,693 | 0.00% | 203 | 203 | — | $9,693 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $9,714 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $1.04万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |