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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 137 项
建仓 8
增持 54
减持 62
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VNQ
VANGUARD INDEX FDS
+$30.2M
820,061
+78%
减持
SPY
SPDR S&P 500 ETF TR
+$15.8M
636,439
-1%
减持
EFA
ISHARES TR
+$15.5M
2,665,626
-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。
清仓
NEAR
ISHARES U S ETF TR
-$12.4M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$9.2M
359,898
+0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$8.8M
824,141
+12%
减持
ICSH
ISHARES TR
-$7.5M
253,163
-37%
减持
VBK
VANGUARD INDEX FDS
-$7.0M
10,615
-77%
增持
IUSV
ISHARES TR
+$6.3M
1,490,895
+2%
减持
MUB
ISHARES TR
-$6.1M
44,834
-57%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.8M
2,392,270
+3%
增持
AAPL
APPLE INC
+$5.7M
161,682
+0%
减持
NVDA
NVIDIA CORPORATION
+$5.6M
44,963
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.5M
202,710
-35%
减持
AAXJ
ISHARES TR
-$4.4M
27,976
-71%
建仓
ALB
ALBEMARLE CORP
+$4.4M
19,798
增持
GOOGL
ALPHABET INC
+$4.3M
159,769
+15%
增持
AGG
ISHARES TR
+$4.0M
483,074
+6%
增持
IWM
ISHARES TR
+$4.0M
596,527
+2%
清仓
INTC
INTEL CORP
-$3.5M
0
-100%
减持
IJH
ISHARES TR
+$3.3M
440,711
-0%
减持
MSFT
MICROSOFT CORP
+$3.2M
65,789
-0%
建仓
DASH
DOORDASH INC
+$3.1M
49,416
减持
TLT
ISHARES TR
-$3.1M
16,241
-66%
增持
META
META PLATFORMS INC
+$3.0M
29,254
+10%
减持
CRM
SALESFORCE INC
+$2.7M
40,906
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$2.6M
4,559
-3%
增持
AMZN
AMAZON COM INC
+$2.4M
119,499
+1%
减持
VTV
VANGUARD INDEX FDS
-$2.3M
7,059
-70%
增持
TSLA
TESLA INC
+$2.2M
22,689
+11%
清仓
BOND
PIMCO ETF TR
-$2.0M
0
-100%
减持
IVV
ISHARES TR
+$1.9M
80,173
-1%
减持
IVLU
ISHARES TR
-$1.9M
43,471
-66%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
390,516
+1%
增持
CVS
CVS HEALTH CORP
-$1.3M
76,424
+2%
增持
SYK
STRYKER CORPORATION
+$1.2M
26,644
+1%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
57,101
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.1M
21,727
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.0M
270,424
+6%
减持
CME
CME GROUP INC
+$1.0M
44,935
-0%
减持
V
VISA INC
+$999.5K
65,691
-1%
增持
—
CHUBB LIMITED
-$999.0K
39,965
+1%
减持
MUNI
PIMCO ETF TR
-$993.4K
24,031
-45%
减持
EMB
ISHARES TR
-$979.5K
4,766
-71%
增持
DIS
DISNEY WALT CO
+$957.7K
60,011
+3%
增持
CVX
CHEVRON CORP NEW
-$957.2K
60,703
+0%
增持
ECL
ECOLAB INC
+$890.8K
40,158
+2%
清仓
IGSB
ISHARES TR
-$888.0K
0
-100%
减持
IWB
ISHARES TR
-$881.1K
11,015
-31%
减持
EEM
ISHARES TR
-$875.2K
341,005
-10%
增持
BA
BOEING CO
+$851.8K
38,128
+0%
减持
UPS
UNITED PARCEL SERVICE INC
+$804.7K
41,311
-0%
清仓
HOOD
ROBINHOOD MKTS INC
-$800.3K
0
-100%
增持
HON
HONEYWELL INTL INC
-$797.0K
36,785
+1%
增持
ZTS
ZOETIS INC
+$729.5K
22,601
+9%
减持
VB
VANGUARD INDEX FDS
-$677.3K
30,850
-13%
清仓
—
COUPA SOFTWARE INC
-$619.1K
0
-100%
增持
ESGU
ISHARES TR
+$610.3K
106,914
+0%
增持
ABT
ABBOTT LABS
-$601.7K
78,627
+1%
减持
PH
PARKER-HANNIFIN CORP
+$595.6K
24,441
-7%
清仓
IYR
ISHARES TR
-$577.4K
0
-100%
减持
DHR
DANAHER CORPORATION
-$499.6K
30,436
-1%
增持
SUB
ISHARES TR
+$496.0K
599,428
+0%
减持
ESGD
ISHARES TR
+$490.2K
109,628
-2%
减持
—
BLACKROCK INC
-$448.4K
9,788
-1%
减持
TJX
TJX COS INC NEW
-$432.4K
103,726
-4%
减持
JPM
JPMORGAN CHASE & CO
-$411.8K
93,350
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$395.0K
25,900
-3%
清仓
NUEM
NUSHARES ETF TR
-$386.9K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$352.6K
337,090
-5%
增持
ESML
ISHARES TR
+$351.1K
283,982
+0%
减持
WM
WASTE MGMT INC DEL
+$349.1K
70,954
-1%
建仓
TGT
TARGET CORP
+$335.4K
2,025
增持
MDLZ
MONDELEZ INTL INC
+$326.2K
104,526
+0%
减持
DG
DOLLAR GEN CORP NEW
-$323.2K
8,433
-1%
减持
HSY
HERSHEY CO
+$322.7K
24,976
-4%
增持
GOOG
ALPHABET INC
+$317.0K
17,644
+3%
建仓
—
LINDE PLC
+$316.0K
889
增持
VUG
VANGUARD INDEX FDS
+$291.2K
7,844
+0%
清仓
—
LINDE PLC
-$290.0K
0
-100%
减持
NUSC
NUSHARES ETF TR
-$261.6K
32,339
-21%
增持
ESGE
ISHARES INC
+$251.4K
136,069
+1%
建仓
NUBD
NUSHARES ETF TR
+$251.1K
11,234
减持
VTI
VANGUARD INDEX FDS
+$249.8K
22,057
-1%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$248.8K
0
-100%
建仓
MMM
3M CO
+$223.3K
2,124
减持
IWD
ISHARES TR
-$220.1K
3,077
-32%
增持
CSCO
CISCO SYS INC
+$208.6K
24,973
+8%
建仓
PFF
ISHARES TR
+$204.6K
6,554
清仓
COP
CONOCOPHILLIPS
-$203.5K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$203.2K
526
增持
IWN
ISHARES TR
+$202.9K
3,112
+93%
增持
—
ACCENTURE PLC IRELAND
+$200.7K
8,286
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$194.1K
4,763
+15%
减持
IWV
ISHARES TR
+$175.7K
12,153
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$162.4K
6,611
+61%
减持
COST
COSTCO WHSL CORP NEW
+$150.2K
4,105
-1%
增持
ICLN
ISHARES TR
+$149.6K
166,899
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$139.7K
8,102
-7%
增持
NULV
NUSHARES ETF TR
+$137.0K
191,655
+3%
减持
LNG
CHENIERE ENERGY INC
+$136.2K
23,036
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$127.1K
6,812
+17%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$123.7K
0
-100%
增持
NKE
NIKE INC
+$110.8K
2,599
+46%
增持
UBER
UBER TECHNOLOGIES INC
+$91.9K
12,466
+2%
增持
PG
PROCTER AND GAMBLE CO
-$87.1K
55,679
+1%
增持
PEP
PEPSICO INC
+$87.0K
3,691
+14%
减持
OEF
ISHARES TR
+$86.9K
5,423
-0%
增持
AMT
AMERICAN TOWER CORP NEW
-$83.3K
15,482
+1%
减持
IWO
ISHARES TR
+$70.2K
6,872
-1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$68.4K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$66.4K
19,867
+0%
减持
SHOP
SHOPIFY INC
+$65.7K
6,076
-7%
增持
STZ
CONSTELLATION BRANDS INC
-$64.4K
14,595
+1%
减持
INTU
INTUIT
+$60.5K
1,200
-2%
减持
ORCL
ORACLE CORP
+$52.6K
6,399
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$46.7K
3,256
+21%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$44.9K
2,205
-2%
减持
UNP
UNION PAC CORP
-$43.2K
2,664
-5%
减持
KO
COCA COLA CO
-$42.2K
6,298
-7%
减持
IWF
ISHARES TR
+$41.3K
2,447
-6%
减持
MA
MASTERCARD INCORPORATED
-$40.1K
1,255
-12%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$35.7K
4,936
+11%
减持
QQQ
INVESCO QQQ TR
+$33.8K
890
-6%
增持
ABBV
ABBVIE INC
-$31.0K
18,755
+0%
增持
EAGG
ISHARES TR
+$29.8K
14,076
+2%
减持
VO
VANGUARD INDEX FDS
+$28.6K
31,232
-3%
减持
GLD
SPDR GOLD TR
+$20.2K
2,911
-4%
增持
MRK
MERCK & CO INC
-$17.7K
3,898
+0%
减持
NUDM
NUSHARES ETF TR
-$17.4K
14,297
-12%
增持
HD
HOME DEPOT INC
-$10.1K
6,822
+6%
减持
MCD
MCDONALDS CORP
+$7.4K
2,182
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.5K
6,946
-2%
减持
SUSA
ISHARES TR
+$4.2K
3,463
-5%
减持
SOUN
SOUNDHOUND AI INC
+$3.8K
48,575
-34%
减持
SYY
SYSCO CORP
-$3.8K
53,316
-1%
减持
LOW
LOWES COS INC
-$742
1,713
-1%