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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 142 项
建仓 10
增持 61
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IJH
ISHARES TR
+$33.8M
442,257
+33%
减持
EFA
ISHARES TR
+$22.3M
2,667,960
-2%
增持
SUB
ISHARES TR
+$22.0M
597,028
+52%
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
VGSH
VANGUARD SCOTTSDALE FDS
+$14.3M
255,649
+3291%
减持
GOOGL
ALPHABET INC
-$12.6M
138,949
-47%
减持
SPY
SPDR S&P 500 ETF TR
-$11.7M
639,992
-11%
增持
AGG
ISHARES TR
+$11.4M
454,647
+34%
增持
EEM
ISHARES TR
+$10.9M
378,134
+281%
增持
VBK
VANGUARD INDEX FDS
+$8.6M
46,207
+1232%
减持
GOOG
ALPHABET INC
-$8.3M
17,108
-83%
减持
IUSV
ISHARES TR
+$7.4M
1,467,990
-5%
增持
VNQ
VANGUARD INDEX FDS
+$6.8M
459,963
+19%
增持
IWM
ISHARES TR
+$6.7M
587,350
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.6M
354,389
+57%
增持
AAXJ
ISHARES TR
+$5.6M
97,440
+683%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$5.0M
733,251
-8%
建仓
TLT
ISHARES TR
+$4.8M
48,391
增持
MUB
ISHARES TR
+$4.7M
103,699
+69%
增持
ICSH
ISHARES TR
+$4.3M
404,974
+27%
增持
NEAR
ISHARES U S ETF TR
+$3.9M
252,006
+46%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.7M
312,345
+31%
增持
AMZN
AMAZON COM INC
-$3.2M
118,780
+2%
增持
ESML
ISHARES TR
+$3.0M
282,892
+38%
增持
JPM
JPMORGAN CHASE & CO
+$2.9M
93,782
+2%
增持
TSLA
TESLA INC
-$2.8M
20,517
+2%
增持
IVLU
ISHARES TR
+$2.6M
126,575
+648%
减持
BA
BOEING CO
+$2.5M
38,048
-3%
增持
ESGD
ISHARES TR
+$2.2M
112,343
+23%
增持
VTV
VANGUARD INDEX FDS
+$2.2M
23,207
+160%
增持
ABBV
ABBVIE INC
+$2.1M
18,687
+168%
减持
V
VISA INC
+$2.0M
66,477
-0%
增持
ABT
ABBOTT LABS
+$1.9M
77,999
+14%
减持
CVX
CHEVRON CORP NEW
+$1.9M
60,513
-3%
减持
TJX
TJX COS INC NEW
+$1.8M
107,542
-1%
增持
HON
HONEYWELL INTL INC
+$1.8M
36,525
+1%
减持
BKNG
BOOKING HOLDINGS INC
+$1.7M
4,720
-0%
增持
—
BLACKROCK INC
+$1.6M
9,875
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
47,479
+7%
增持
ESGE
ISHARES INC
+$1.5M
134,090
+46%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
55,199
+1%
减持
—
CHUBB LIMITED
+$1.4M
39,708
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.4M
21,701
+1%
增持
MDLZ
MONDELEZ INTL INC
+$1.3M
104,447
+1%
减持
PH
PARKER-HANNIFIN CORP
+$1.2M
26,183
-0%
减持
NUEM
NUSHARES ETF TR
-$1.2M
15,209
-78%
增持
NULV
NUSHARES ETF TR
+$1.2M
186,701
+10%
增持
EMB
ISHARES TR
+$993.7K
16,441
+229%
增持
VB
VANGUARD INDEX FDS
+$975.2K
35,552
+9%
增持
BOND
PIMCO ETF TR
+$940.9K
21,893
+89%
减持
SYK
STRYKER CORPORATION
+$913.7K
26,364
-3%
建仓
IGSB
ISHARES TR
+$888.0K
17,824
增持
JNJ
JOHNSON & JOHNSON
+$864.4K
56,611
+1%
减持
EAGG
ISHARES TR
-$847.4K
13,835
-57%
建仓
HOOD
ROBINHOOD MKTS INC
+$800.3K
98,320
增持
AAPL
APPLE INC
-$782.7K
161,413
+3%
增持
IWB
ISHARES TR
+$747.0K
15,970
+21%
增持
VO
VANGUARD INDEX FDS
+$726.8K
32,181
+4%
减持
NUDM
NUSHARES ETF TR
-$725.6K
16,256
-68%
减持
META
META PLATFORMS INC
-$707.3K
26,531
-8%
减持
GLD
SPDR GOLD TR
-$696.8K
3,025
-61%
增持
MSFT
MICROSOFT CORP
+$690.4K
65,897
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$619.2K
41,470
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$546.7K
2,329,510
-7%
增持
NUSC
NUSHARES ETF TR
+$543.7K
41,156
+53%
减持
CRM
SALESFORCE INC
-$542.8K
41,400
-1%
减持
WM
WASTE MGMT INC DEL
-$536.4K
71,574
-3%
减持
ZTS
ZOETIS INC
-$502.8K
20,691
-13%
减持
IVV
ISHARES TR
-$498.5K
80,835
-8%
减持
ESGU
ISHARES TR
+$487.1K
106,904
-1%
建仓
KO
COCA COLA CO
+$432.9K
6,805
减持
BIV
VANGUARD BD INDEX FDS
-$416.8K
385,713
-3%
减持
LNG
CHENIERE ENERGY INC
-$408.7K
23,301
-1%
增持
HD
HOME DEPOT INC
+$383.3K
6,406
+8%
增持
VTI
VANGUARD INDEX FDS
+$370.1K
22,240
+3%
增持
CME
CME GROUP INC
-$366.2K
44,998
+0%
减持
VOO
VANGUARD INDEX FDS
+$357.8K
359,110
-6%
建仓
SBUX
STARBUCKS CORP
+$357.7K
3,606
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$341.7K
4,133
+18%
增持
DIS
DISNEY WALT CO
-$337.8K
58,140
+2%
增持
ICLN
ISHARES TR
+$305.6K
158,772
+7%
清仓
FNDX
SCHWAB STRATEGIC TR
-$295.0K
0
-100%
增持
IWD
ISHARES TR
+$292.7K
4,541
+56%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$289.3K
26,757
-2%
减持
—
EXXON MOBIL CORP
-$274.7K
6,467
-43%
清仓
GOVT
ISHARES TR
-$274.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$268.7K
64,256
+0%
增持
MA
MASTERCARD INCORPORATED
+$254.3K
1,427
+68%
减持
CVS
CVS HEALTH CORP
-$246.0K
74,633
-1%
建仓
SHOP
SHOPIFY INC
+$225.6K
6,500
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$208.8K
2,243
+55%
建仓
NKE
NIKE INC
+$207.9K
1,777
减持
DFUS
DIMENSIONAL ETF TRUST
+$207.8K
77,308
-0%
建仓
—
HOLOGIC INC
+$205.4K
2,745
建仓
COP
CONOCOPHILLIPS
+$203.5K
1,725
减持
SYY
SYSCO CORP
+$166.4K
53,910
-4%
减持
AMT
AMERICAN TOWER CORP NEW
-$161.1K
15,326
-3%
减持
XLV
SELECT SECTOR SPDR TR
+$160.3K
14,879
-3%
减持
—
SPDR SER TR
-$145.2K
6,031
-29%
减持
DHR
DANAHER CORPORATION
+$135.6K
30,783
-1%
减持
CSCO
CISCO SYS INC
+$131.9K
23,024
-5%
减持
MUNI
PIMCO ETF TR
-$123.7K
43,777
-8%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$123.7K
16,990
减持
XLK
SELECT SECTOR SPDR TR
-$121.3K
8,709
-14%
减持
IYR
ISHARES TR
-$109.6K
6,858
-19%
减持
ORCL
ORACLE CORP
+$102.0K
6,631
-8%
增持
MCD
MCDONALDS CORP
+$100.6K
2,287
+5%
增持
UNP
UNION PAC CORP
+$96.3K
2,798
+13%
增持
DG
DOLLAR GEN CORP NEW
+$91.1K
8,520
+2%
增持
—
LINDE PLC
+$79.0K
889
+14%
减持
MRK
MERCK & CO INC
+$77.4K
3,897
-6%
减持
AFL
AFLAC INC
+$71.1K
8,078
-11%
清仓
—
TERRAN ORBITAL CORPORATION
-$71.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$70.9K
5,812
+1%
增持
IWO
ISHARES TR
+$68.6K
6,939
+1%
减持
COST
COSTCO WHSL CORP NEW
-$68.5K
4,139
-0%
减持
—
ACCENTURE PLC IRELAND
+$65.5K
8,123
-1%
增持
PEP
PEPSICO INC
+$64.9K
3,243
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$63.2K
4,111
-19%
减持
VZ
VERIZON COMMUNICATIONS INC
-$61.2K
6,315
-23%
增持
IWF
ISHARES TR
+$54.6K
2,598
+9%
减持
HSY
HERSHEY CO
+$54.4K
26,046
-4%
减持
OEF
ISHARES TR
-$44.6K
5,437
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$40.0K
19,864
-8%
减持
PFE
PFIZER INC
+$39.0K
8,139
-6%
减持
IWV
ISHARES TR
+$37.2K
12,168
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$36.1K
2,698
-7%
增持
TXN
TEXAS INSTRS INC
+$33.4K
1,552
+8%
减持
—
ARISTA NETWORKS INC
+$24.9K
3,370
-1%
减持
SUSA
ISHARES TR
-$23.2K
3,641
-14%
清仓
REAL
THE REALREAL INC
-$20.0K
0
-100%
减持
ECL
ECOLAB INC
-$19.4K
39,548
-1%
减持
—
COUPA SOFTWARE INC
-$16.9K
7,820
-28%
减持
INTC
INTEL CORP
+$16.3K
134,027
-2%
减持
QQQ
INVESCO QQQ TR
-$14.0K
946
-5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$12.7K
4,436
-16%
减持
STZ
CONSTELLATION BRANDS INC
+$9.3K
14,504
-1%
增持
VUG
VANGUARD INDEX FDS
+$5.5K
7,815
+1%
减持
WFC
WELLS FARGO CO NEW
-$1.6K
6,718
-3%
减持
LOW
LOWES COS INC
+$1.3K
1,723
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2K
7,087
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1K
3,031
-5%
减持
INTU
INTUIT
+$459
1,219
-0%