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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $7.62万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $7.50万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $7.49万 | 0.02% | 1,802 | -20 | -1.1% | -$832 | 减仓 |
| ALC | ALCON AG ORD SHS | $7.16万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $7.14万 | 0.02% | 617 | -250 | -28.8% | -$2.89万 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $7.12万 | 0.02% | 539 | 539 | — | $7.12万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $6.56万 | 0.02% | 1,820 | -269 | -12.9% | -$9,699 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $6.54万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $6.52万 | 0.02% | 3,840 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $6.46万 | 0.02% | 329 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $6.33万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $6.24万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $6.20万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $6.15万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $6.09万 | 0.02% | 187 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.01万 | 0.02% | 71 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $5.66万 | 0.02% | 133 | -13 | -8.9% | -$5,529 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $5.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $5.41万 | 0.02% | 153 | -5 | -3.2% | -$1,769 | 减仓 |
| CTAS | CINTAS CORP COM | $5.41万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $5.34万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $5.33万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $5.14万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $5.03万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5.00万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $4.95万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $4.94万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $4.90万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AROW | ARROW FINL CORP COM | $4.89万 | 0.01% | 1,458 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $4.87万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.48万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $4.48万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $4.41万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $4.36万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $4.24万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $4.22万 | 0.01% | 356 | -8 | -2.2% | -$949 | 减仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $4.13万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $4.06万 | 0.01% | 315 | -79 | -20.1% | -$1.02万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $3.96万 | 0.01% | 116 | -45 | -28.0% | -$1.54万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $3.94万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.83万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| SMB | VANECK SHORT MUNI ETF | $3.83万 | 0.01% | 2,216 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $3.81万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $3.79万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $3.77万 | 0.01% | 752 | -560 | -42.7% | -$2.81万 | 减仓 |
| NKE | NIKE INC CL B | $3.70万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC COM SHS | $3.64万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $3.61万 | 0.01% | 879 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $3.38万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $3.29万 | 0.01% | 300 | -100 | -25.0% | -$1.10万 | 减仓 |
| BLK | BLACKROCK INC COM | $3.27万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $3.23万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3.23万 | 0.01% | 186 | -7 | -3.6% | -$1,214 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.18万 | 0.01% | 260 | -125 | -32.5% | -$1.53万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $3.16万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.02万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $3.02万 | 0.01% | 223 | -116 | -34.2% | -$1.57万 | 减仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $2.92万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $2.90万 | 0.01% | 642 | 1 | 0.2% | $45 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $2.88万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $2.82万 | 0.01% | 326 | -58 | -15.1% | -$5,026 | 减仓 |
| L | LOEWS CORP COM | $2.81万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP COM | $2.65万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC SPONSORED ADR | $2.62万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $2.59万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.55万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2.53万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2.49万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $2.49万 | 0.01% | 56 | -54 | -49.1% | -$2.40万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $2.38万 | 0.01% | 380 | -299 | -44.0% | -$1.87万 | 减仓 |
| UBS | UBS GROUP AG SHS | $2.31万 | 0.01% | 591 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.12万 | 0.01% | 129 | -81 | -38.6% | -$1.33万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.11万 | 0.01% | 345 | 2 | 0.6% | $123 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2.05万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $2.00万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $1.97万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.90万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1.86万 | 0.01% | 63 | -20 | -24.1% | -$5,907 | 减仓 |
| DE | DEERE & CO COM | $1.86万 | 0.01% | 33 | -4 | -10.8% | -$2,253 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.83万 | 0.01% | 1,225 | -24,342 | -95.2% | -$36.39万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $1.82万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES AGENCY BOND ETF | $1.77万 | 0.00% | 161 | -663 | -80.5% | -$7.27万 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $1.76万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $1.69万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $1.65万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.62万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $1.60万 | 0.00% | 88 | -104 | -54.2% | -$1.90万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $1.44万 | 0.00% | 80 | -21 | -20.8% | -$3,784 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $1.35万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $1.29万 | 0.00% | 65 | -7 | -9.7% | -$1,388 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.28万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $1.23万 | 0.00% | 1,559 | -460 | -22.8% | -$3,630 | 减仓 |
| BP | BP PLC SPONSORED ADR | $1.18万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $1.17万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $1.11万 | 0.00% | 1,160 | 0 | 0.0% | — | 不变 |
| — | UNION BANKSHARES INC COM | $1.09万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.03万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $1.02万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $1.01万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |