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Sand Hill Global Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sand Hill Global Advisors, LLC

报告期 2026-03-31 · CIK 0001009209

持仓数

204

前50大市值合计

$2.68B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$314.3M

525,971

11.7%

EFA ISHARES TR

MSCI EAFE ETF

$293.4M

3,020,430

10.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$216.1M

332,226

8.1%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$174.5M

3,228,121

6.5%

IJH ISHARES TR

CORE S&P MCP ETF

$158.6M

2,349,194

5.9%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$154.5M

1,741,408

5.8%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$141.1M

1,843,291

5.3%

IWM ISHARES TR

RUSSELL 2000 ETF

$139.8M

563,866

5.2%

BOND PIMCO ETF TR

ACTIVE BD ETF

$98.3M

1,065,087

3.7%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$95.0M

314,286

3.5%

ACWX ISHARES TR

MSCI ACWI EX US

$88.4M

1,290,721

3.3%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$75.7M

1,271,182

2.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$71.8M

124,414

2.7%

AGG ISHARES TR

CORE US AGGBD ET

$65.6M

660,811

2.4%

IVV ISHARES TR

CORE S&P500 ETF

$47.6M

72,845

1.8%

AAPL APPLE INC

COM

$41.7M

164,127

1.6%

NVDA NVIDIA CORPORATION

COM

$36.4M

208,628

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$29.1M

101,278

1.1%

MSFT MICROSOFT CORP

COM

$28.2M

76,135

1.1%

AMZN AMAZON COM INC

COM

$26.6M

127,496

1.0%

ESGU ISHARES TR

ESG AWR MSCI USA

$22.2M

157,309

0.8%

ESML ISHARES TR

ESG AWARE MSCI

$22.2M

472,402

0.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$20.6M

321,897

0.8%

META META PLATFORMS INC

CL A

$19.4M

33,941

0.7%

JPM JPMORGAN CHASE & CO

COM

$19.3M

65,673

0.7%

IYR ISHARES TR

U.S. REAL ES ETF

$17.5M

185,028

0.7%

ICSH ISHARES TR

ULTRA SHORT DUR

$16.5M

326,082

0.6%

V VISA INC

COM CL A

$14.7M

48,475

0.5%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$14.5M

287,134

0.5%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$14.3M

289,424

0.5%

PH PARKER-HANNIFIN CORP

COM

$13.6M

15,138

0.5%

TJX TJX COS INC NEW

COM

$13.5M

84,462

0.5%

CVX CHEVRON CORPORATION

COM

$12.7M

61,484

0.5%

ESGD ISHARES TR

ESG AW MSCI EAFE

$12.6M

131,592

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$12.2M

17

0.5%

AVGO BROADCOM INC

COM

$12.1M

39,103

0.5%

JNJ JOHNSON & JOHNSON

COM

$12.0M

49,043

0.4%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$10.9M

139,622

0.4%

CME CME GROUP INC

COM

$10.8M

36,693

0.4%

EAGG ISHARES TR

ESG AWR US AGRGT

$10.0M

209,264

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$9.7M

20,305

0.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$9.3M

35,399

0.3%

BLK BLACKROCK INC

COM

$8.8M

9,150

0.3%

ECL ECOLAB INC

COM

$8.5M

31,807

0.3%

PG PROCTER & GAMBLE CO

COM

$8.0M

55,350

0.3%

AEP AMERICAN ELEC PWR CO INC

COM

$8.0M

60,698

0.3%

LLY ELI LILLY & CO

COM

$7.9M

8,593

0.3%

HON HONEYWELL INTL INC

COM

$7.6M

33,403

0.3%

SYK STRYKER CORPORATION

COM

$7.5M

22,879

0.3%

WM WASTE MGMT INC DEL

COM

$7.3M

31,904

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

VOO11.7%EFA10.9%SPY8.1%VWO6.5%IJH5.9%VNQ5.8%