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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 143 项
建仓 6
增持 80
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IUSV
ISHARES TR
+$53.4M
1,584,684
+81%
增持
EFA
ISHARES TR
+$45.3M
2,665,481
+39%
清仓
EMB
ISHARES TR
-$16.7M
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。
增持
SPY
SPDR S&P 500 ETF TR
-$10.7M
730,141
+2%
增持
VOO
VANGUARD INDEX FDS
-$7.1M
387,909
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.8M
2,409,991
+2%
清仓
AFRM
AFFIRM HLDGS INC
-$5.2M
0
-100%
增持
SYY
SYSCO CORP
+$4.3M
56,417
+1500%
减持
NEAR
ISHARES U S ETF TR
-$3.8M
198,634
-27%
增持
NULV
NUSHARES ETF TR
+$3.3M
152,477
+137%
减持
ICSH
ISHARES TR
-$3.2M
329,857
-16%
增持
VNQ
VANGUARD INDEX FDS
-$3.1M
407,616
+0%
增持
CVX
CHEVRON CORP NEW
+$2.9M
64,031
+0%
增持
META
META PLATFORMS INC
-$2.8M
28,402
+4%
增持
IWM
ISHARES TR
-$2.8M
546,879
+6%
增持
ESGU
ISHARES TR
+$2.6M
92,844
+48%
减持
IVV
ISHARES TR
-$2.6M
81,961
-2%
减持
AAPL
APPLE INC
-$2.4M
177,300
-6%
增持
SHW
SHERWIN WILLIAMS CO
-$2.4M
27,344
+5%
增持
ECL
ECOLAB INC
-$1.9M
39,708
+4%
增持
ESML
ISHARES TR
+$1.8M
183,948
+43%
增持
PYPL
PAYPAL HLDGS INC
-$1.7M
25,653
+3%
增持
IJH
ISHARES TR
-$1.6M
343,307
+4%
增持
JPM
JPMORGAN CHASE & CO
-$1.4M
90,230
+4%
增持
CRM
SALESFORCE COM INC
-$1.4M
40,207
+3%
增持
TJX
TJX COS INC NEW
-$1.4M
108,107
+4%
增持
ABT
ABBOTT LABS
-$1.3M
66,349
+2%
增持
ESGD
ISHARES TR
+$1.2M
90,435
+32%
增持
MUB
ISHARES TR
+$1.2M
20,139
+139%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.2M
27,796
+3%
增持
—
BLACKROCK INC
-$1.2M
9,360
+3%
增持
AGG
ISHARES TR
-$1.1M
202,179
+1%
增持
MSFT
MICROSOFT CORP
-$1.1M
63,247
+3%
增持
DHR
DANAHER CORPORATION
-$1.1M
31,888
+1%
增持
—
CHUBB LIMITED
+$1.0M
41,408
+2%
增持
ICLN
ISHARES TR
+$995.0K
270,611
+19%
增持
COIN
COINBASE GLOBAL INC
-$824.0K
15,852
+4%
建仓
SO
SOUTHERN CO
+$730.0K
10,066
增持
DIS
DISNEY WALT CO
-$714.0K
53,473
+3%
增持
V
VISA INC
+$701.0K
68,432
+2%
增持
BIV
VANGUARD BD INDEX FDS
-$683.0K
350,997
+5%
增持
HSY
HERSHEY CO
+$679.0K
28,945
+0%
减持
VB
VANGUARD INDEX FDS
-$677.0K
29,219
-4%
减持
HD
HOME DEPOT INC
-$672.0K
5,562
-1%
增持
CME
CME GROUP INC
+$659.0K
47,442
+2%
增持
PH
PARKER-HANNIFIN CORP
-$623.0K
26,325
+3%
增持
JNJ
JOHNSON & JOHNSON
+$606.0K
55,191
+3%
建仓
MAR
MARRIOTT INTL INC NEW
+$530.0K
3,013
增持
NVDA
NVIDIA CORPORATION
-$521.0K
41,784
+3%
清仓
AIOT
POWERFLEET INC
-$506.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$491.0K
54,647
+1%
建仓
KO
COCA COLA CO
+$489.0K
7,890
增持
AMT
AMERICAN TOWER CORP NEW
-$472.0K
15,985
+4%
减持
VTI
VANGUARD INDEX FDS
-$459.0K
21,933
-3%
增持
MRK
MERCK & CO INC
+$452.0K
39,667
+8%
建仓
XYL
XYLEM INC
+$441.0K
5,168
增持
WM
WASTE MGMT INC DEL
-$433.0K
76,719
+2%
增持
ESGE
ISHARES INC
+$426.0K
96,631
+23%
增持
VO
VANGUARD INDEX FDS
-$384.0K
27,980
+1%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$359.0K
5,000
减持
VUG
VANGUARD INDEX FDS
-$346.0K
8,574
-2%
增持
HON
HONEYWELL INTL INC
-$344.0K
36,120
+2%
清仓
ETSY
ETSY INC
-$339.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$333.0K
56,696
+91%
增持
TSLA
TESLA INC
+$325.0K
996
+41%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$320.0K
263,222
+3%
减持
SHOP
SHOPIFY INC
-$305.0K
405
-4%
清仓
OKTA
OKTA INC
-$303.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$290.0K
6,969
+3%
减持
CSCO
CISCO SYS INC
-$278.0K
23,811
-6%
增持
AMZN
AMAZON COM INC
-$278.0K
6,292
+1%
增持
MDLZ
MONDELEZ INTL INC
-$276.0K
107,314
+1%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$249.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$242.0K
0
-100%
增持
GOOG
ALPHABET INC
+$236.0K
846
+15%
清仓
—
SVB FINANCIAL GROUP
-$233.0K
0
-100%
减持
EEM
ISHARES TR
-$233.0K
57,580
-1%
清仓
IVW
ISHARES TR
-$231.0K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$230.0K
1,506
-30%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$222.0K
87,401
+12%
清仓
DJCO
DAILY JOURNAL CORP
-$219.0K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$214.0K
0
-100%
减持
OEF
ISHARES TR
-$214.0K
6,447
-9%
清仓
MA
MASTERCARD INCORPORATED
-$208.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$207.0K
927
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$200.0K
0
-100%
增持
IWV
ISHARES TR
-$189.0K
14,535
+1%
增持
STZ
CONSTELLATION BRANDS INC
-$181.0K
14,932
+4%
减持
CVS
CVS HEALTH CORP
-$172.0K
76,912
-0%
增持
BA
BOEING CO
-$167.0K
37,864
+3%
减持
ACWI
ISHARES TR
-$156.0K
21,317
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$153.0K
69,374
-0%
增持
INTU
INTUIT
-$146.0K
1,259
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$145.0K
41,597
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$143.0K
9,139
-0%
增持
GLD
SPDR GOLD TR
+$143.0K
9,564
+3%
减持
IWF
ISHARES TR
-$121.0K
2,460
-6%
增持
ACWX
ISHARES TR
-$117.0K
95,026
+4%
减持
DG
DOLLAR GEN CORP NEW
-$111.0K
8,367
-0%
减持
SNAP
SNAP INC
-$98.0K
8,301
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$92.0K
12,938
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$88.0K
7,380
+16%
减持
—
EXXON MOBIL CORP
+$84.0K
10,094
-18%
增持
MBB
ISHARES TR
+$76.0K
2,914
+41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$71.0K
7,427
+0%
增持
IWB
ISHARES TR
+$70.0K
11,096
+8%
减持
ORCL
ORACLE CORP
-$68.0K
8,075
-4%
减持
SCHC
SCHWAB STRATEGIC TR
-$63.0K
20,730
-0%
减持
MCO
MOODYS CORP
-$63.0K
744
-7%
增持
XLV
SELECT SECTOR SPDR TR
-$56.0K
15,367
+0%
减持
SQ
BLOCK INC
-$55.0K
1,854
-2%
减持
—
SPDR SER TR
-$52.0K
7,594
-1%
减持
WFC
WELLS FARGO CO NEW
-$43.0K
7,198
-12%
减持
IWD
ISHARES TR
-$43.0K
3,015
-7%
减持
SPGI
S&P GLOBAL INC
-$42.0K
519
-4%
减持
AFL
AFLAC INC
+$40.0K
7,433
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$39.0K
2,999
-0%
增持
INTC
INTEL CORP
-$35.0K
148,903
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$34.0K
4,635
+19%
增持
QQQ
INVESCO QQQ TR
+$33.0K
1,072
+20%
减持
NYT
NEW YORK TIMES CO
-$33.0K
4,417
-9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$31.0K
24,788
+9%
增持
GE
GENERAL ELECTRIC CO
+$30.0K
41,420
+4%
增持
LOW
LOWES COS INC
+$30.0K
1,884
+39%
增持
NKE
NIKE INC
-$28.0K
1,517
+9%
增持
MCD
MCDONALDS CORP
-$27.0K
1,334
+0%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$26.0K
3,463
-4%
增持
SYK
STRYKER CORPORATION
+$25.0K
28,124
+0%
增持
PFE
PFIZER INC
-$25.0K
7,865
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.0K
3,191
-17%
增持
BKNG
BOOKING HOLDINGS INC
+$24.0K
4,821
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$24.0K
2,697
+10%
减持
ABBV
ABBVIE INC
+$22.0K
4,982
-14%
增持
IWN
ISHARES TR
+$22.0K
1,613
+12%
减持
FISV
FISERV INC
-$18.0K
7,286
-0%
减持
MO
ALTRIA GROUP INC
+$15.0K
4,585
-3%
减持
COST
COSTCO WHSL CORP NEW
+$14.0K
4,041
-1%
减持
PEP
PEPSICO INC
-$13.0K
1,906
-0%
减持
UNP
UNION PAC CORP
-$13.0K
2,145
-10%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$9.0K
4,358
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$9.0K
2,591
-1%
减持
PM
PHILIP MORRIS INTL INC
-$3.0K
2,376
-0%
增持
IVLU
ISHARES TR
+$2.0K
17,568
+0%