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 |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MILLS INC COM | $47.56万 | 0.12% | 13,666 | -1,672 | -10.9% | -$5.82万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $47.24万 | 0.12% | 14,945 | 6,325 | 73.4% | $19.99万 | 加仓 |
| WMT | WALMART INC COM | $46.45万 | 0.12% | 4,102 | 1 | 0.0% | $113 | 加仓 |
| AMZN | AMAZON COM INC COM | $46.07万 | 0.11% | 1,933 | -104 | -5.1% | -$2.48万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $44.92万 | 0.11% | 610 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $44.38万 | 0.11% | 1,445 | -190 | -11.6% | -$5.84万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC COM | $43.59万 | 0.11% | 11,379 | -1,350 | -10.6% | -$5.17万 | 减仓 |
| KO | COCA COLA CO COM | $43.25万 | 0.11% | 5,322 | -200 | -3.6% | -$1.63万 | 减仓 |
| PAYX | PAYCHEX INC COM | $41.41万 | 0.10% | 4,211 | 51 | 1.2% | $5,015 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $41.32万 | 0.10% | 1,800 | 1,349 | 299.1% | $30.97万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $40.49万 | 0.10% | 2,474 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $38.47万 | 0.10% | 3,997 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $38.08万 | 0.09% | 4,609 | -401 | -8.0% | -$3.31万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $37.89万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $36.90万 | 0.09% | 4,415 | -125 | -2.8% | -$1.04万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $36.27万 | 0.09% | 1,904 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $34.25万 | 0.08% | 824 | -80 | -8.8% | -$3.33万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $33.42万 | 0.08% | 4,430 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $32.52万 | 0.08% | 867 | -393 | -31.2% | -$14.74万 | 减仓 |
| INTC | INTEL CORP COM | $29.39万 | 0.07% | 2,105 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $28.86万 | 0.07% | 2,210 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $28.84万 | 0.07% | 910 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $28.80万 | 0.07% | 1,306 | -13 | -1.0% | -$2,866 | 减仓 |
| CAT | CATERPILLAR INC COM | $28.75万 | 0.07% | 270 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $28.74万 | 0.07% | 1,515 | 28 | 1.9% | $5,312 | 加仓 |
| MCD | MCDONALDS CORP COM | $28.57万 | 0.07% | 1,057 | -125 | -10.6% | -$3.38万 | 减仓 |
| BKMI | BNY MELLON MUNICIPAL INTERMEDIATE ETF | $27.84万 | 0.07% | 10,529 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $27.19万 | 0.07% | 735 | -3 | -0.4% | -$1,110 | 减仓 |
| GLD | SPDR GOLD SHARES | $27.08万 | 0.07% | 735 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $26.83万 | 0.07% | 210 | -16 | -7.1% | -$2.04万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $26.52万 | 0.07% | 350 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $25.73万 | 0.06% | 2,072 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO COM | $24.43万 | 0.06% | 4,350 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $24.05万 | 0.06% | 859 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $23.67万 | 0.06% | 6,440 | 6,440 | — | $23.67万 | 新建仓 |
| CTVA | CORTEVA INC COM | $23.54万 | 0.06% | 2,780 | 2,780 | — | $23.54万 | 新建仓 |
| ORCL | ORACLE CORP COM | $23.40万 | 0.06% | 1,597 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $23.27万 | 0.06% | 1,425 | 1,390 | 3,971.4% | $22.70万 | 加仓 |
| UNP | UNION PAC CORP COM | $23.12万 | 0.06% | 850 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $23.07万 | 0.06% | 787 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $21.91万 | 0.05% | 2,118 | 978 | 85.8% | $10.12万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $21.46万 | 0.05% | 650 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $21.44万 | 0.05% | 2,340 | 2,340 | — | $21.44万 | 新建仓 |
| V | VISA INC COM CL A | $21.20万 | 0.05% | 618 | -32 | -4.9% | -$1.10万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $20.98万 | 0.05% | 4,482 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $20.51万 | 0.05% | 655 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $19.48万 | 0.05% | 3,456 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $19.44万 | 0.05% | 705 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $19.18万 | 0.05% | 644 | 644 | — | $19.18万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $19.11万 | 0.05% | 1,003 | 9 | 0.9% | $1,714 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $18.31万 | 0.05% | 2,272 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $18.03万 | 0.04% | 3,223 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $18.02万 | 0.04% | 423 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $17.54万 | 0.04% | 1,158 | 53 | 4.8% | $8,030 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $17.29万 | 0.04% | 1,682 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $17.24万 | 0.04% | 1,890 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $16.81万 | 0.04% | 1,174 | 18 | 1.6% | $2,577 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $16.74万 | 0.04% | 751 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $16.69万 | 0.04% | 6,800 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $16.67万 | 0.04% | 950 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $16.39万 | 0.04% | 330 | 8 | 2.5% | $3,974 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $16.25万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $16.07万 | 0.04% | 6,673 | -150 | -2.2% | -$3,612 | 减仓 |
| MCK | MCKESSON CORP COM | $15.94万 | 0.04% | 211 | -35 | -14.2% | -$2.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $15.44万 | 0.04% | 2,680 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $15.38万 | 0.04% | 6,560 | -804 | -10.9% | -$1.88万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $15.30万 | 0.04% | 1,579 | -378 | -19.3% | -$3.66万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $15.14万 | 0.04% | 1,758 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $15.01万 | 0.04% | 405 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $14.91万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $14.44万 | 0.04% | 3,200 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $14.39万 | 0.04% | 1,962 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $14.20万 | 0.04% | 633 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $14.16万 | 0.04% | 1,200 | -330 | -21.6% | -$3.89万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $14.15万 | 0.04% | 411 | -34 | -7.6% | -$1.17万 | 减仓 |
| COR | CENCORA INC COM | $14.15万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $14.12万 | 0.04% | 3,028 | 3,028 | — | $14.12万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $13.94万 | 0.03% | 8,324 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $13.72万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $13.25万 | 0.03% | 916 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $13.06万 | 0.03% | 96 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $12.96万 | 0.03% | 1,568 | -23 | -1.4% | -$1,901 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $12.88万 | 0.03% | 950 | 879 | 1,238.0% | $11.92万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $12.88万 | 0.03% | 10,971 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO COM | $12.39万 | 0.03% | 1,415 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $12.21万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $12.02万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $11.80万 | 0.03% | 738 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $11.53万 | 0.03% | 5,569 | 377 | 7.3% | $7,804 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $11.32万 | 0.03% | 237 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $11.31万 | 0.03% | 3,056 | 39 | 1.3% | $1,444 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $10.88万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $10.77万 | 0.03% | 646 | 460 | 247.3% | $7.67万 | 加仓 |
| IDA | IDACORP INC COM | $10.59万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $10.42万 | 0.03% | 580 | 500 | 625.0% | $8.98万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $9.98万 | 0.02% | 1,974 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $9.77万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $9.73万 | 0.02% | 1,839 | 37 | 2.1% | $1,957 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $9.52万 | 0.02% | 6,653 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $9.34万 | 0.02% | 1,708 | 0 | 0.0% | — | 不变 |