13F 机构持仓

Clean Yield Group

NORWICH VT · SEC CIK 0001525865

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.5%
AVGO 3.4%
ASML 3.3%
CSCO 2.6%
GSK 2.5%
PLD 2.1%
AWK 2.0%
ANET 1.9%
FERG 1.8%

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
HLN HALEON PLC SPON ADS $1.00万0.00%1,000 00.0% — 不变
— HONEYWELL INTL INC COM $9,7190.00%43 00.0% — 不变
SO SOUTHERN CO COM $9,6520.00%100 00.0% — 不变
ARMK ARAMARK COM $9,3440.00%230 00.0% — 不变
AEG AEGON LTD AMER REG 1 CERT $9,1400.00%1,259 00.0% — 不变
ACN ACCENTURE PLC IRELAND SHS CLASS A $9,1210.00%46 -93-66.9% -$1.84万 减仓
MSI MOTOROLA SOLUTIONS INC COM NEW $9,1130.00%21 00.0% — 不变
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $9,0590.00%90 00.0% — 不变
— MASIMO CORP COM $8,7160.00%49 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC COM $8,6510.00%66 00.0% — 不变
SONY SONY GROUP CORP SPONSORED ADR $8,2800.00%400 00.0% — 不变
ALLY ALLY FINL INC COM $7,8460.00%200 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC COM $7,7300.00%38 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $7,5250.00%500 00.0% — 不变
ALK ALASKA AIR GROUP INC COM $7,3560.00%200 00.0% — 不变
IDXX IDEXX LABS INC COM $7,3050.00%13 00.0% — 不变
ADBE ADOBE INC COM $7,2920.00%30 00.0% — 不变
FSLY FASTLY INC CL A $7,2650.00%250 00.0% — 不变
SBUX STARBUCKS CORP COM $7,1670.00%80 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC COM $7,0530.00%78 -306-79.7% -$2.77万 减仓
COIN COINBASE GLOBAL INC COM CL A $6,9840.00%40 00.0% — 不变
ETSY ETSY INC COM $6,8970.00%138 00.0% — 不变
RUN SUNRUN INC COM $6,8880.00%508 00.0% — 不变
JCI JOHNSON CTLS INTL PLC SHS $6,6780.00%51 00.0% — 不变
WF WOORI FINL GROUP INC SPONSORED ADS $6,6600.00%100 00.0% — 不变
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF $6,5150.00%334 00.0% — 不变
IBN ICICI BANK LIMITED ADR $6,3200.00%244 00.0% — 不变
RY ROYAL BK CDA COM $6,3090.00%39 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC COM $6,2680.00%56 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $6,1450.00%166 166— $6,145 新建仓
FDS FACTSET RESH SYS INC COM $5,8590.00%27 -150-84.7% -$3.25万 减仓
STNE STONECO LTD COM CL A $5,7890.00%410 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $5,7640.00%100 -100-50.0% -$5,764 减仓
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS $5,7530.00%339 00.0% — 不变
DTM DT MIDSTREAM INC COMMON STOCK $5,6560.00%42 -94-69.1% -$1.27万 减仓
DUK DUKE ENERGY CORP NEW COM NEW $5,4990.00%42 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $4,9380.00%250 00.0% — 不变
— THOMSON REUTERS CORP COM $4,8590.00%54 -162-75.0% -$1.46万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $4,8470.00%79 00.0% — 不变
HCA HCA HEALTHCARE INC COM $4,7320.00%10 00.0% — 不变
ABNB AIRBNB INC COM CL A $4,4200.00%35 -61-63.5% -$7,703 减仓
NDAQ NASDAQ INC COM $4,3290.00%51 -95-65.1% -$8,064 减仓
XYZ BLOCK INC CL A $4,2130.00%70 00.0% — 不变
TPR TAPESTRY INC COM $4,0920.00%29 00.0% — 不变
Q QNITY ELECTRONICS INC COMMON STOCK $4,0380.00%35 00.0% — 不变
THC TENET HEALTHCARE CORP COM NEW $3,9630.00%21 00.0% — 不变
HSBC HSBC HLDGS PLC SPON ADR NEW $3,9600.00%48 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC COM $3,9510.00%79 22.6% $100 加仓
RNG RINGCENTRAL INC CL A $3,7260.00%100 00.0% — 不变
HWM HOWMET AEROSPACE INC COM $3,6870.00%16 00.0% — 不变
— LIVEWIRE GROUP INC COM $3,4860.00%2,100 00.0% — 不变
ASB ASSOCIATED BANC-CORP COM $3,4650.00%134 00.0% — 不变
INFY INFOSYS LTD SPONSORED ADR $3,4320.00%254 00.0% — 不变
— DUPONT DE NEMOURS INC COM $3,2520.00%71 00.0% — 不变
SNOW SNOWFLAKE INC COM SHS $3,0160.00%20 00.0% — 不变
DOW DOW HLDGS INC COM $2,9990.00%72 00.0% — 不变
ALL ALLSTATE CORP COM $2,6950.00%13 -13-50.0% -$2,695 减仓
PDD PDD HOLDINGS INC SPONSORED ADS $2,6570.00%26 00.0% — 不变
FTV FORTIVE CORP COM $2,4880.00%45 00.0% — 不变
WDAY WORKDAY INC CL A $2,3390.00%18 00.0% — 不变
MS MORGAN STANLEY COM NEW $2,3040.00%14 00.0% — 不变
LDOS LEIDOS HOLDINGS INC COM $2,1770.00%14 00.0% — 不变
WELL WELLTOWER INC COM $2,1750.00%11 00.0% — 不变
FTNT FORTINET INC COM $2,0430.00%25 00.0% — 不变
EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR $2,0390.00%36 00.0% — 不变
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $1,9580.00%218 00.0% — 不变
UNM UNUM GROUP COM $1,8990.00%26 00.0% — 不变
CRTO CRITEO S A SPONS ADS $1,7930.00%100 00.0% — 不变
TEAM ATLASSIAN CORPORATION CL A $1,7060.00%25 00.0% — 不变
MET METLIFE INC COM $1,5560.00%22 00.0% — 不变
AGO ASSURED GUARANTY LTD COM $1,3850.00%17 00.0% — 不变
GM GENERAL MTRS CO COM $1,3410.00%18 00.0% — 不变
SYM SYMBOTIC INC CLASS A COM $1,0640.00%20 00.0% — 不变
VTRS VIATRIS INC COM $9320.00%69 00.0% — 不变
VSTS VESTIS CORPORATION COM SHS $8850.00%113 00.0% — 不变
RAL RALLIANT CORP COM $6240.00%15 00.0% — 不变
— COCRYSTAL PHARMA INC COM NEW $4220.00%418 00.0% — 不变
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A $2980.00%85 00.0% — 不变
— SNDL INC COM $2930.00%222 00.0% — 不变
— GROWGENERATION CORP COM $2200.00%200 00.0% — 不变
— TILRAY BRANDS INC COM $1940.00%30 00.0% — 不变
VIA VIA TRANSN INC COM CL A $1500.00%10 00.0% — 不变
— WORKHORSE GROUP INC COM NEW $30.00%1 00.0% — 不变
— LIVEWIRE GROUP INC WT EXP 092627 $30.00%50 00.0% — 不变
STEW SRH TOTAL RETURN FUND INC COM $10.00%0 0— -$1 清仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -2,950-100.0% -$54.24万 清仓
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $00.00%0 -865-100.0% -$7.79万 清仓
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $00.00%0 -1,693-100.0% -$7.65万 清仓
SUSL ISHARES ESG MSCI USA LEADERS ETF $00.00%0 -455-100.0% -$5.52万 清仓
ESGV VANGUARD ESG U.S. STOCK ETF $00.00%0 -455-100.0% -$5.50万 清仓
ADSK AUTODESK INC COM $00.00%0 -179-100.0% -$5.30万 清仓
EMN EASTMAN CHEM CO COM $00.00%0 -755-100.0% -$4.82万 清仓
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF $00.00%0 -738-100.0% -$3.55万 清仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $00.00%0 —— — 申报中断
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $00.00%0 -410-100.0% -$2.76万 清仓
DTE DTE ENERGY CO COM $00.00%0 -197-100.0% -$2.54万 清仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $00.00%0 —— — 申报中断
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF $00.00%0 -250-100.0% -$2.48万 清仓
NI NISOURCE INC COM $00.00%0 -485-100.0% -$2.03万 清仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $00.00%0 -608-100.0% -$1.98万 清仓