Clean Yield Group 13F 持仓 · 2026年Q2
Clean Yield Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 394 只证券,申报市值合计 4.03 亿美元。前几大持仓:AAPL(7.31%)、NVDA(4.67%)、ASML(3.80%)。本季前 25 大持仓中:增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $29.5M | 7.31% | 101,792 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION COM | $18.8M | 4.67% | 94,092 | 增持 |
| 3 | ASML | ASML HLDG NV N Y REGISTRY SHS | $15.3M | 3.80% | 7,698 | 减持 |
| 4 | AVGO | BROADCOM INC COM | $13.5M | 3.36% | 35,801 | 减持 |
| 5 | CSCO | CISCO SYS INC COM | $13.2M | 3.28% | 112,661 | 减持 |
| 6 | ANET | ARISTA NETWORKS INC COM SHS | $9.2M | 2.28% | 54,105 | 增持 |
| 7 | GSK | GSK PLC SPONSORED ADR | $8.3M | 2.06% | 158,720 | 减持 |
| 8 | AWK | AMERICAN WTR WKS CO INC NEW COM | $6.7M | 1.65% | 50,633 | 减持 |
| 9 | PLD | PROLOGIS INC. COM | $6.6M | 1.63% | 48,601 | 减持 |
| 10 | HASI | HA SUSTAINABLE INFRA CAP INC COM | $6.5M | 1.62% | 167,397 | 减持 |
| 11 | FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $6.3M | 1.57% | 26,654 | 减持 |
| 12 | UL | UNILEVER PLC SPON ADR NEW | $6.2M | 1.54% | 103,553 | 减持 |
| 13 | CAC | CAMDEN NATL CORP COM | $5.9M | 1.47% | 109,082 | 增持 |
| 14 | CRM | SALESFORCE INC COM | $5.8M | 1.45% | 37,243 | 增持 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS COM | $5.8M | 1.45% | 20,791 | 增持 |
| 16 | DGX | QUEST DIAGNOSTICS INC COM | $5.7M | 1.43% | 27,117 | 增持 |
| 17 | PANW | PALO ALTO NETWORKS INC COM | $5.7M | 1.42% | 16,761 | 增持 |
| 18 | NOK | NOKIA CORP SPONSORED ADR | $5.6M | 1.39% | 422,437 | 减持 |
| 19 | HUBB | HUBBELL INC COM | $5.4M | 1.34% | 10,358 | 增持 |
| 20 | ECL | ECOLAB INC COM | $5.3M | 1.33% | 19,173 | 增持 |
| 21 | MSFT | MICROSOFT CORP COM | $5.3M | 1.31% | 14,173 | 增持 |
| 22 | SFM | SPROUTS FMRS MKT INC COM | $5.3M | 1.31% | 62,293 | 减持 |
| 23 | SYK | STRYKER CORPORATION COM | $5.2M | 1.30% | 16,583 | 增持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION COM | $5.2M | 1.29% | 5,562 | 增持 |
| 25 | ROST | ROSS STORES INC COM | $5.2M | 1.29% | 24,364 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR