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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
$2.68B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 13
增持 44
减持 76
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$4.7M
388,482
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.4M
2,272,505
+5%
清仓
—
GENERAL ELECTRIC CO
-$4.3M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
GE
GENERAL ELECTRIC CO
+$4.1M
39,473
建仓
COIN
COINBASE GLOBAL INC
+$3.4M
15,077
清仓
FIS
FIDELITY NATL INFORMATION SV
-$3.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
728,011
+1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$3.1M
29,752
增持
EFA
ISHARES TR
+$2.7M
1,853,582
+3%
建仓
SCHF
SCHWAB STRATEGIC TR
+$2.7M
69,443
减持
AFRM
AFFIRM HLDGS INC
+$2.7M
51,369
-0%
建仓
ACWI
ISHARES TR
+$2.2M
21,582
增持
AAPL
APPLE INC
+$1.9M
200,730
+4%
减持
ICSH
ISHARES TR
-$1.8M
422,662
-8%
增持
IJH
ISHARES TR
+$1.7M
332,827
+4%
减持
AGG
ISHARES TR
-$1.7M
182,414
-7%
增持
ACWX
ISHARES TR
+$1.3M
91,446
+40%
减持
AMZN
AMAZON COM INC
-$1.3M
6,250
-2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$1.1M
222,233
-9%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
24,639
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
41,319
+0%
建仓
SCHE
SCHWAB STRATEGIC TR
+$942.0K
30,898
减持
IVV
ISHARES TR
-$913.0K
83,660
-3%
增持
BKNG
BOOKING HOLDINGS INC
+$898.0K
3,183
+5%
减持
CRM
SALESFORCE COM INC
+$885.0K
39,468
-2%
建仓
SCHC
SCHWAB STRATEGIC TR
+$862.0K
20,769
增持
—
CHUBB LIMITED
+$859.0K
40,579
+4%
减持
DHR
DANAHER CORPORATION
+$824.0K
32,089
-4%
减持
V
VISA INC
-$802.0K
66,430
-0%
增持
IWM
ISHARES TR
-$795.0K
495,721
+4%
减持
META
FACEBOOK INC
-$774.0K
37,534
-3%
建仓
AIOT
POWERFLEET INC
+$715.0K
106,780
减持
MUB
ISHARES TR
-$708.0K
8,668
-41%
减持
GOOG
ALPHABET INC
-$680.0K
782
-29%
增持
IUSV
ISHARES TR
+$634.0K
876,697
+3%
减持
—
BLACKROCK INC
-$617.0K
9,114
-3%
减持
GOOGL
ALPHABET INC
+$592.0K
6,950
-6%
减持
WM
WASTE MGMT INC DEL
+$563.0K
81,053
-2%
增持
PH
PARKER-HANNIFIN CORP
-$549.0K
25,441
+2%
增持
GLD
SPDR GOLD TR
+$545.0K
9,468
+55%
减持
DIS
DISNEY WALT CO
-$507.0K
51,329
-2%
减持
—
EXXON MOBIL CORP
-$504.0K
15,979
-30%
增持
HSY
HERSHEY CO
+$483.0K
29,015
+14%
减持
—
COUPA SOFTWARE INC
-$473.0K
10,819
-0%
减持
JPM
JPMORGAN CHASE & CO
+$462.0K
85,893
-2%
减持
MSFT
MICROSOFT CORP
-$447.0K
62,848
-6%
减持
TSLA
TESLA INC
-$404.0K
770
-48%
增持
BIV
VANGUARD BD INDEX FDS
+$396.0K
338,480
+2%
增持
INTC
INTEL CORP
-$372.0K
145,998
+1%
增持
MDLZ
MONDELEZ INTL INC
+$336.0K
104,715
+14%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$333.0K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
-$323.0K
14,124
+0%
增持
ECL
ECOLAB INC
+$317.0K
37,935
+3%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$310.0K
5,194
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$306.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$300.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$289.0K
791
-38%
建仓
VTEB
VANGUARD MUN BD FDS
+$284.0K
5,190
减持
ESGE
ISHARES INC
-$282.0K
65,436
-1%
建仓
XLE
SELECT SECTOR SPDR TR
+$269.0K
5,158
清仓
NEE
NEXTERA ENERGY INC
-$267.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$257.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$251.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$249.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$243.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$243.0K
76,790
+9%
减持
JNJ
JOHNSON & JOHNSON
-$231.0K
53,942
-1%
增持
BA
BOEING CO
-$228.0K
20,857
+4%
建仓
—
SVB FINANCIAL GROUP
+$223.0K
344
清仓
TXN
TEXAS INSTRS INC
-$222.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$220.0K
410,428
-1%
建仓
MO
ALTRIA GROUP INC
+$216.0K
4,748
清仓
MS
MORGAN STANLEY
-$215.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$208.0K
0
-100%
清仓
DJCO
DAILY JOURNAL CORP
-$208.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$208.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$204.0K
0
-100%
清仓
PD
PAGERDUTY INC
-$202.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$199.0K
52,695
+279%
增持
HON
HONEYWELL INTL INC
-$199.0K
35,092
+1%
减持
PEP
PEPSICO INC
-$189.0K
1,911
-41%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$185.0K
27,551
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$185.0K
2,500
-14%
减持
COST
COSTCO WHSL CORP NEW
+$179.0K
4,102
-2%
减持
ABBV
ABBVIE INC
-$172.0K
5,807
-18%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$167.0K
11,191
-1%
增持
VB
VANGUARD INDEX FDS
-$165.0K
26,977
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$147.0K
3,123
-13%
减持
IWO
ISHARES TR
-$146.0K
6,872
-1%
减持
EEM
ISHARES TR
-$141.0K
28,210
-0%
减持
PG
PROCTER AND GAMBLE CO
+$140.0K
53,884
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$134.0K
15,240
-1%
减持
MRK
MERCK & CO INC
-$131.0K
36,184
-1%
减持
QQQ
INVESCO QQQ TR
-$129.0K
1,142
-25%
增持
CVX
CHEVRON CORP NEW
+$128.0K
63,852
+5%
减持
NKE
NIKE INC
-$123.0K
1,392
-34%
增持
WFC
WELLS FARGO CO NEW
+$111.0K
8,060
+39%
增持
TJX
TJX COS INC NEW
-$107.0K
102,943
+1%
减持
—
ACCENTURE PLC IRELAND
+$103.0K
7,363
-4%
减持
HD
HOME DEPOT INC
-$101.0K
5,483
-8%
减持
CVS
CVS HEALTH CORP
+$100.0K
76,612
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$98.0K
2,503
-32%
减持
UNP
UNION PAC CORP
-$92.0K
2,295
-7%
减持
LOW
LOWES COS INC
-$89.0K
1,113
-31%
减持
UBER
UBER TECHNOLOGIES INC
-$88.0K
13,214
-3%
减持
FIVN
FIVE9 INC
-$83.0K
3,224
-1%
增持
ESGD
ISHARES TR
+$81.0K
60,686
+3%
减持
SYK
STRYKER CORPORATION
+$77.0K
27,526
-0%
减持
ABT
ABBOTT LABS
-$71.0K
65,580
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$70.0K
7,572
+7%
增持
PGR
PROGRESSIVE CORP
-$68.0K
8,754
+0%
减持
SHW
SHERWIN WILLIAMS CO
+$67.0K
26,694
-2%
减持
DG
DOLLAR GEN CORP NEW
-$67.0K
8,370
-2%
增持
NULV
NUSHARES ETF TR
+$63.0K
53,460
+4%
增持
ESML
ISHARES TR
+$61.0K
98,303
+5%
减持
IWB
ISHARES TR
-$57.0K
10,230
-2%
减持
NEAR
ISHARES U S ETF TR
-$56.0K
313,907
-0%
增持
CME
CME GROUP INC
+$53.0K
46,914
+11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$52.0K
21,668
+0%
减持
MCO
MOODYS CORP
-$52.0K
734
-15%
减持
SNAP
SNAP INC
+$48.0K
8,433
-0%
增持
CSCO
CISCO SYS INC
+$48.0K
25,695
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$46.0K
3,917
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$44.0K
8,710
+2%
增持
PFE
PFIZER INC
+$41.0K
7,408
+4%
减持
OEF
ISHARES TR
-$39.0K
7,403
-3%
减持
SQ
SQUARE INC
-$38.0K
2,394
-5%
减持
PM
PHILIP MORRIS INTL INC
-$37.0K
2,383
-10%
增持
SHOP
SHOPIFY INC
-$36.0K
420
+1%
减持
SPGI
S&P GLOBAL INC
-$31.0K
510
-15%
减持
AFL
AFLAC INC
-$30.0K
7,207
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$29.0K
9,053
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$29.0K
2,449
-3%
增持
IVLU
ISHARES TR
+$28.0K
16,581
+8%
减持
VTI
VANGUARD INDEX FDS
-$26.0K
22,147
-0%
减持
—
ARISTA NETWORKS INC
-$26.0K
850
-3%
减持
MCD
MCDONALDS CORP
-$21.0K
1,374
-10%
减持
OKTA
OKTA INC
-$21.0K
1,350
-3%
减持
XLV
SELECT SECTOR SPDR TR
+$19.0K
15,338
-0%
增持
ICLN
ISHARES TR
+$19.0K
181,254
+9%
减持
CMCSA
COMCAST CORP NEW
-$19.0K
4,719
-5%
增持
FISV
FISERV INC
+$18.0K
7,291
+1%
减持
ESGU
ISHARES TR
-$18.0K
50,292
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$18.0K
6,348
-4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$15.0K
1,124
-2%
减持
O
REALTY INCOME CORP
-$14.0K
3,482
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$14.0K
4,135
+7%
减持
INTU
INTUIT
+$12.0K
1,275
-8%
减持
ORCL
ORACLE CORP
+$9.0K
7,990
-9%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$9.0K
4,359
+0%