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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 21
增持 70
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$56.4M
804,281
建仓
MUNI
PIMCO ETF TR
+$55.9M
1,085,631
增持
SPY
SPDR S&P 500 ETF TR
-$54.1M
730,594
+0%
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。
减持
EFA
ISHARES TR
-$40.5M
2,490,844
-7%
建仓
SUB
ISHARES TR
+$39.7M
379,338
减持
VOO
VANGUARD INDEX FDS
-$29.5M
379,175
-2%
减持
IWM
ISHARES TR
-$19.9M
545,535
-0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$17.7M
535,683
+513%
减持
IUSV
ISHARES TR
-$14.6M
1,579,106
-0%
增持
VBK
VANGUARD INDEX FDS
+$14.5M
75,548
+4916%
增持
MUB
ISHARES TR
+$14.4M
156,597
+678%
增持
IJH
ISHARES TR
-$14.3M
344,217
+0%
建仓
EMB
ISHARES TR
+$10.9M
128,053
减持
AAPL
APPLE INC
-$9.0M
160,474
-9%
减持
VNQ
VANGUARD INDEX FDS
-$8.3M
393,732
-3%
增持
AMZN
AMAZON COM INC
-$8.1M
117,331
+1765%
建仓
AAXJ
ISHARES TR
+$6.7M
97,145
减持
IVV
ISHARES TR
-$6.7M
80,407
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.0M
2,524,370
+5%
增持
NVDA
NVIDIA CORPORATION
-$4.8M
43,660
+4%
建仓
ZTS
ZOETIS INC
+$4.2M
24,553
增持
GOOGL
ALPHABET INC
-$3.9M
7,103
+2%
清仓
GE
GENERAL ELECTRIC CO
-$3.8M
0
-100%
增持
TSLA
TESLA INC
+$3.6M
6,884
+591%
增持
VB
VANGUARD INDEX FDS
+$3.3M
53,882
+84%
建仓
LNG
CHENIERE ENERGY INC
+$3.2M
24,216
清仓
COIN
COINBASE GLOBAL INC
-$3.0M
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$3.0M
0
-100%
减持
MRK
MERCK & CO INC
-$2.9M
4,047
-90%
增持
BKNG
BOOKING HOLDINGS INC
-$2.8M
4,868
+1%
减持
ICLN
ISHARES TR
-$2.5M
172,823
-36%
增持
MSFT
MICROSOFT CORP
-$2.5M
66,083
+4%
建仓
BOND
PIMCO ETF TR
+$2.3M
24,325
减持
ICSH
ISHARES TR
-$2.1M
289,584
-12%
减持
AGG
ISHARES TR
-$2.0M
193,137
-4%
减持
INTC
INTEL CORP
-$2.0M
144,177
-3%
增持
DIS
DISNEY WALT CO
-$1.9M
57,173
+7%
减持
CME
CME GROUP INC
-$1.9M
45,735
-4%
增持
SYK
STRYKER CORPORATION
-$1.9M
28,251
+0%
增持
JPM
JPMORGAN CHASE & CO
-$1.8M
92,920
+3%
增持
BA
BOEING CO
-$1.8M
39,698
+5%
减持
NEAR
ISHARES U S ETF TR
-$1.8M
163,263
-18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
228,645
-13%
减持
META
META PLATFORMS INC
-$1.8M
28,233
-1%
建仓
IGSB
ISHARES TR
+$1.7M
34,364
增持
CRM
SALESFORCE INC
-$1.6M
42,006
+4%
增持
ESGU
ISHARES TR
-$1.5M
93,866
+1%
增持
V
VISA INC
-$1.4M
69,738
+2%
增持
MBB
ISHARES TR
+$1.4M
17,248
+492%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
41,546
-0%
减持
DHR
DANAHER CORPORATION
-$1.3M
31,884
-0%
减持
CVX
CHEVRON CORP NEW
-$1.2M
63,404
-1%
建仓
VTV
VANGUARD INDEX FDS
+$1.2M
9,292
增持
EEM
ISHARES TR
+$1.2M
94,047
+63%
增持
—
BLACKROCK INC
-$1.1M
9,929
+6%
减持
IWV
ISHARES TR
-$1.0M
12,814
-12%
增持
PH
PARKER-HANNIFIN CORP
-$916.0K
26,639
+1%
增持
VTI
VANGUARD INDEX FDS
-$796.0K
22,259
+1%
增持
ESGD
ISHARES TR
-$783.0K
93,763
+4%
增持
ECL
ECOLAB INC
-$781.0K
40,516
+2%
减持
—
CHUBB LIMITED
-$770.0K
41,141
-1%
增持
VO
VANGUARD INDEX FDS
-$747.0K
29,996
+7%
减持
VUG
VANGUARD INDEX FDS
-$737.0K
7,757
-10%
清仓
SO
SOUTHERN CO
-$730.0K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$716.0K
16,206
增持
SHW
SHERWIN WILLIAMS CO
-$695.0K
27,383
+0%
增持
HON
HONEYWELL INTL INC
-$650.0K
36,695
+2%
减持
WM
WASTE MGMT INC DEL
-$571.0K
75,755
-1%
增持
CVS
CVS HEALTH CORP
-$562.0K
77,936
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$552.0K
55,997
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$550.0K
11,929
+7%
清仓
MAR
MARRIOTT INTL INC NEW
-$530.0K
0
-100%
增持
ACWX
ISHARES TR
-$523.0K
98,756
+4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$518.0K
28,096
+1%
清仓
KO
COCA COLA CO
-$489.0K
0
-100%
增持
GOOG
ALPHABET INC
-$484.0K
859
+2%
建仓
EXFY
EXPENSIFY INC
+$484.0K
27,189
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$443.0K
7,523
清仓
XYL
XYLEM INC
-$441.0K
0
-100%
增持
NULV
NUSHARES ETF TR
-$424.0K
161,010
+6%
清仓
XLE
SELECT SECTOR SPDR TR
-$394.0K
0
-100%
建仓
GVI
ISHARES TR
+$391.0K
3,703
增持
TJX
TJX COS INC NEW
-$378.0K
110,499
+2%
增持
PG
PROCTER AND GAMBLE CO
-$376.0K
55,456
+1%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$359.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$348.0K
8,191
-14%
减持
ACWI
ISHARES TR
-$341.0K
21,291
-0%
增持
ESML
ISHARES TR
-$337.0K
211,440
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$327.0K
3,209
+24%
增持
ABT
ABBOTT LABS
-$322.0K
69,313
+4%
增持
CSCO
CISCO SYS INC
-$304.0K
24,013
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$302.0K
1,440
清仓
SNAP
SNAP INC
-$299.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$289.0K
56,735
+3%
增持
ESGE
ISHARES INC
-$282.0K
101,124
+5%
建仓
SOUN
SOUNDHOUND AI INC
+$278.0K
103,575
建仓
MA
MASTERCARD INCORPORATED
+$278.0K
880
清仓
SHOP
SHOPIFY INC
-$274.0K
0
-100%
减持
OEF
ISHARES TR
-$268.0K
6,236
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$265.0K
23,288
-6%
增持
COST
COSTCO WHSL CORP NEW
-$263.0K
4,307
+7%
减持
HSY
HERSHEY CO
-$253.0K
27,964
-3%
清仓
SQ
BLOCK INC
-$251.0K
0
-100%
建仓
—
LINDE PLC
+$247.0K
860
清仓
MO
ALTRIA GROUP INC
-$240.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$239.0K
8,180
+10%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$226.0K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$226.0K
1,472
建仓
VTEB
VANGUARD MUN BD FDS
+$224.0K
4,494
减持
SCHW
SCHWAB CHARLES CORP
-$220.0K
6,367
-14%
清仓
SPGI
S&P GLOBAL INC
-$213.0K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$211.0K
12,291
-5%
增持
DG
DOLLAR GEN CORP NEW
+$208.0K
8,439
+1%
增持
SYY
SYSCO CORP
+$207.0K
56,817
+1%
清仓
CAT
CATERPILLAR INC
-$207.0K
0
-100%
清仓
NKE
NIKE INC
-$204.0K
0
-100%
清仓
NYT
NEW YORK TIMES CO
-$202.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$202.0K
5,189
+73%
增持
PEP
PEPSICO INC
+$201.0K
3,120
+64%
增持
MCD
MCDONALDS CORP
+$196.0K
2,131
+60%
建仓
—
TERRAN ORBITAL CORPORATION
+$183.0K
40,000
增持
XLK
SELECT SECTOR SPDR TR
-$163.0K
10,141
+11%
减持
DFAC
DIMENSIONAL ETF TRUST
-$151.0K
15,913
-16%
增持
ABBV
ABBVIE INC
+$150.0K
6,258
+26%
减持
IWF
ISHARES TR
-$149.0K
2,440
-1%
增持
—
EXXON MOBIL CORP
+$140.0K
11,368
+13%
减持
ORCL
ORACLE CORP
-$139.0K
7,565
-6%
增持
AMT
AMERICAN TOWER CORP NEW
+$133.0K
16,234
+2%
减持
INTU
INTUIT
-$129.0K
1,234
-2%
减持
MDLZ
MONDELEZ INTL INC
-$124.0K
106,512
-1%
减持
FISV
FISERV INC
-$116.0K
7,003
-4%
增持
BIV
VANGUARD BD INDEX FDS
+$114.0K
371,675
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$110.0K
3,722
+17%
增持
SCHC
SCHWAB STRATEGIC TR
-$101.0K
21,974
+6%
增持
UNP
UNION PAC CORP
-$87.0K
2,340
+9%
减持
PGR
PROGRESSIVE CORP
-$85.0K
7,845
-10%
增持
STZ
CONSTELLATION BRANDS INC
+$79.0K
15,093
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$78.0K
3,037
+13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$74.0K
752
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$69.0K
83,177
+20%
减持
LOW
LOWES COS INC
-$68.0K
1,789
-5%
增持
IVLU
ISHARES TR
-$52.0K
17,810
+1%
增持
WFC
WELLS FARGO CO NEW
-$47.0K
7,711
+7%
增持
HD
HOME DEPOT INC
-$42.0K
5,917
+6%
增持
MCO
MOODYS CORP
-$42.0K
769
+3%
增持
IWB
ISHARES TR
-$41.0K
13,158
+19%
减持
IWN
ISHARES TR
-$40.0K
1,612
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$35.0K
4,361
+6%
增持
SUSA
ISHARES TR
-$35.0K
2,812
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$33.0K
8,159
+10%