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 |
|---|---|---|---|---|---|---|---|---|
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $9.31万 | 0.02% | 1,778 | 15 | 0.9% | $785 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $9.26万 | 0.02% | 1,024 | 24 | 2.4% | $2,171 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD COM | $9.24万 | 0.02% | 6,428 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $9.14万 | 0.02% | 3,593 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $9.00万 | 0.02% | 543 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $8.97万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $8.39万 | 0.02% | 116 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $8.32万 | 0.02% | 539 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $8.29万 | 0.02% | 1,064 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $8.25万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $8.18万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $7.80万 | 0.02% | 2,852 | 2,780 | 3,861.1% | $7.61万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $7.78万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $7.78万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $7.68万 | 0.02% | 1,060 | 60 | 6.0% | $4,345 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $7.53万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $7.51万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $7.21万 | 0.02% | 930 | 930 | — | $7.21万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $7.20万 | 0.02% | 617 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $7.18万 | 0.02% | 71 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $7.17万 | 0.02% | 329 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $7.02万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $6.96万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC COM | $6.93万 | 0.02% | 1,821 | 1 | 0.1% | $38 | 加仓 |
| CB | CHUBB LIMITED COM | $6.85万 | 0.02% | 201 | 14 | 7.5% | $4,770 | 加仓 |
| — | PROSHARES VIX SHORT-TERM FUTURES ETF | $6.81万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| AROW | ARROW FINL CORP COM | $5.98万 | 0.01% | 1,458 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $5.96万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $5.82万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $5.66万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $5.57万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $5.47万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $5.44万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $5.42万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $5.32万 | 0.01% | 530 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $5.25万 | 0.01% | 934 | 934 | — | $5.25万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $5.22万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $5.18万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $5.14万 | 0.01% | 1,384 | 1,384 | — | $5.14万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $5.13万 | 0.01% | 5,231 | 5,231 | — | $5.13万 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $5.11万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5.08万 | 0.01% | 820 | 820 | — | $5.08万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $5.05万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $4.99万 | 0.01% | 422 | -222 | -34.5% | -$2.62万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $4.94万 | 0.01% | 327 | 327 | — | $4.94万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $4.89万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $4.67万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STATES COPPER INDEX FUND | $4.53万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $4.52万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.49万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $4.36万 | 0.01% | 650 | -300 | -31.6% | -$2.01万 | 减仓 |
| META | META PLATFORMS INC CL A | $4.34万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $4.18万 | 0.01% | 879 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $4.18万 | 0.01% | 1,669 | -5,293 | -76.0% | -$13.25万 | 减仓 |
| DASH | DOORDASH INC CL A | $4.15万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.15万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $4.08万 | 0.01% | 97 | -5 | -4.9% | -$2,103 | 减仓 |
| WS | WORTHINGTON STL INC COM SHS | $4.03万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $3.99万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $3.80万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $3.63万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.61万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $3.61万 | 0.01% | 852 | 100 | 13.3% | $4,234 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.45万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP COM | $3.44万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $3.35万 | 0.01% | 666 | 666 | — | $3.35万 | 新建仓 |
| FAST | FASTENAL CO COM | $3.34万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $3.33万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $3.27万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3.09万 | 0.01% | 400 | -250 | -38.5% | -$1.93万 | 减仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $2.99万 | 0.01% | 340 | 340 | — | $2.99万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $2.98万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $2.98万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.96万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $2.93万 | 0.01% | 591 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2.88万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2.87万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $2.87万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $2.77万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC SPONSORED ADR | $2.76万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $2.67万 | 0.01% | 1,301 | 1,301 | — | $2.67万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2.64万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.60万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $2.55万 | 0.01% | 326 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $2.36万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $2.29万 | 0.01% | 50 | -6 | -10.7% | -$2,753 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.21万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.19万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2.15万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $2.09万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $2.05万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC COM | $2.00万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $2.00万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $1.92万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $1.88万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.85万 | 0.00% | 348 | 3 | 0.9% | $159 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $1.84万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR CL A COM | $1.69万 | 0.00% | 840 | -3,000 | -78.1% | -$6.05万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $1.67万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1.63万 | 0.00% | 121 | -13 | -9.7% | -$1,751 | 减仓 |