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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 132 项
建仓 6
增持 45
减持 73
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IUSV
ISHARES TR
-$109.8M
2,720
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$75.7M
758,487
+19%
增持
VOO
VANGUARD INDEX FDS
+$46.8M
447,305
+24%
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
VWO
VANGUARD INTL EQUITY INDEX F
+$34.4M
3,222,035
+35%
建仓
GOVT
ISHARES TR
+$24.5M
1,070,773
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$19.6M
1,158,964
+41%
增持
IWM
ISHARES TR
+$9.8M
620,447
+4%
增持
IVV
ISHARES TR
+$8.0M
91,783
+14%
清仓
—
CHUBB LIMITED
-$7.8M
0
-100%
增持
IJH
ISHARES TR
+$7.6M
450,846
+2%
增持
ESGU
ISHARES TR
+$6.7M
168,289
+57%
清仓
NULV
NUSHARES ETF TR
-$6.5M
0
-100%
建仓
ADSK
AUTODESK INC
+$6.1M
29,620
建仓
ENPH
ENPHASE ENERGY INC
+$4.8M
28,416
减持
AAPL
APPLE INC
+$4.3M
159,383
-1%
清仓
SYY
SYSCO CORP
-$4.1M
0
-100%
减持
AMZN
AMAZON COM INC
+$3.1M
118,402
-1%
增持
EFA
ISHARES TR
+$3.0M
2,670,783
+0%
减持
MSFT
MICROSOFT CORP
+$3.0M
64,431
-2%
增持
VNQ
VANGUARD INDEX FDS
+$2.9M
849,479
+4%
增持
ACWI
ISHARES TR
+$2.9M
49,990
+135%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.7M
321,332
+19%
增持
AGG
ISHARES TR
+$2.7M
518,849
+7%
减持
ICSH
ISHARES TR
-$2.7M
200,040
-21%
增持
GOOGL
ALPHABET INC
+$2.6M
160,181
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.2M
21,583
-1%
减持
ABBV
ABBVIE INC
-$2.1M
6,284
-66%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.0M
163,862
-19%
减持
META
META PLATFORMS INC
+$2.0M
28,447
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$1.7M
420,966
+8%
增持
TSLA
TESLA INC
+$1.6M
24,082
+6%
减持
SUB
ISHARES TR
-$1.5M
588,800
-2%
减持
JPM
JPMORGAN CHASE & CO
+$1.4M
93,264
-0%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
32,530
-28%
清仓
VTV
VANGUARD INDEX FDS
-$974.9K
0
-100%
增持
ECL
ECOLAB INC
+$863.6K
40,232
+0%
增持
JNJ
JOHNSON & JOHNSON
+$705.3K
57,733
+1%
减持
PH
PARKER-HANNIFIN CORP
+$701.0K
22,859
-6%
清仓
EAGG
ISHARES TR
-$676.5K
0
-100%
增持
HON
HONEYWELL INTL INC
+$655.7K
37,041
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$641.5K
41,130
-0%
减持
TJX
TJX COS INC NEW
+$545.6K
102,294
-1%
增持
ESML
ISHARES TR
+$535.7K
286,831
+1%
建仓
SPSM
SPDR SER TR
+$520.7K
13,406
增持
DIS
DISNEY WALT CO
-$518.2K
61,500
+2%
减持
ABT
ABBOTT LABS
-$508.7K
68,364
-13%
清仓
—
SPDR SER TR
-$506.8K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$505.0K
7,801
-27%
减持
HSY
HERSHEY CO
-$481.4K
23,519
-6%
增持
STZ
CONSTELLATION BRANDS INC
+$481.3K
15,351
+5%
减持
BKNG
BOOKING HOLDINGS INC
-$467.4K
4,305
-6%
减持
V
VISA INC
+$446.1K
64,244
-2%
增持
ESGE
ISHARES INC
+$418.2K
148,644
+9%
增持
IWB
ISHARES TR
+$401.7K
11,827
+7%
减持
SYK
STRYKER CORPORATION
+$387.7K
26,202
-2%
减持
WM
WASTE MGMT INC DEL
+$351.5K
68,788
-3%
增持
—
BLACKROCK INC
+$346.9K
9,978
+2%
减持
VTI
VANGUARD INDEX FDS
+$327.3K
21,923
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$323.9K
26,911
+4%
增持
DHR
DANAHER CORPORATION
-$310.5K
30,669
+1%
建仓
IAU
ISHARES GOLD TR
+$301.7K
8,291
减持
CRM
SALESFORCE INC
+$292.8K
40,069
-2%
增持
VUG
VANGUARD INDEX FDS
+$279.6K
7,903
+1%
减持
AAXJ
ISHARES TR
-$267.7K
24,549
-12%
减持
EEM
ISHARES TR
-$262.0K
333,520
-2%
减持
VO
VANGUARD INDEX FDS
+$254.7K
31,078
-0%
建仓
TBCH
TURTLE BEACH CORP
+$244.2K
20,962
增持
CVX
CHEVRON CORP NEW
-$238.4K
61,429
+1%
清仓
MMM
3M CO
-$223.3K
0
-100%
减持
IWN
ISHARES TR
-$218.9K
1,474
-53%
减持
IWV
ISHARES TR
+$212.1K
12,076
-1%
清仓
PFF
ISHARES TR
-$204.6K
0
-100%
增持
CME
CME GROUP INC
-$196.4K
45,386
+1%
减持
TLT
ISHARES TR
-$192.1K
14,916
-8%
增持
PG
PROCTER AND GAMBLE CO
+$187.0K
55,792
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$173.2K
15,419
-0%
增持
ZTS
ZOETIS INC
+$172.5K
22,845
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$161.3K
7,965
-2%
减持
MDLZ
MONDELEZ INTL INC
+$146.4K
101,919
-2%
减持
COST
COSTCO WHSL CORP NEW
+$146.2K
4,060
-1%
减持
—
ACCENTURE PLC IRELAND
+$138.4K
8,123
-2%
增持
ICLN
ISHARES TR
-$138.3K
171,900
+3%
减持
UBER
UBER TECHNOLOGIES INC
+$134.2K
12,263
-2%
增持
CVS
CVS HEALTH CORP
-$132.9K
80,228
+5%
增持
SHOP
SHOPIFY INC
+$112.9K
6,257
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$109.5K
332,088
-1%
减持
ORCL
ORACLE CORP
+$105.6K
5,880
-8%
减持
VB
VANGUARD INDEX FDS
+$90.5K
29,858
-3%
增持
LNG
CHENIERE ENERGY INC
-$89.1K
23,243
+1%
增持
IWF
ISHARES TR
+$88.7K
2,495
+2%
增持
ALB
ALBEMARLE CORP
+$81.7K
19,982
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$80.8K
2,586
-21%
减持
NKE
NIKE INC
-$76.5K
2,195
-16%
减持
OEF
ISHARES TR
+$71.7K
5,245
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.7K
4,523
-5%
减持
CSCO
CISCO SYS INC
-$66.2K
23,951
-4%
减持
MA
MASTERCARD INCORPORATED
-$65.9K
992
-21%
减持
INTU
INTUIT
-$62.6K
1,031
-14%
减持
MUB
ISHARES TR
-$61.7K
44,680
-0%
增持
IVLU
ISHARES TR
+$59.3K
44,672
+3%
减持
EMB
ISHARES TR
-$55.9K
4,106
-14%
减持
XLV
SELECT SECTOR SPDR TR
+$47.6K
14,871
-0%
增持
ACWX
ISHARES TR
+$46.3K
101,551
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$45.7K
2,885
-5%
增持
LOW
LOWES COS INC
+$44.5K
1,715
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$43.1K
6,491
-2%
增持
MCD
MCDONALDS CORP
+$41.6K
2,184
+0%
减持
PFE
PFIZER INC
-$39.7K
7,972
-2%
减持
—
ARISTA NETWORKS INC
-$39.0K
3,250
-4%
增持
BA
BOEING CO
-$36.2K
38,186
+0%
减持
QQQ
INVESCO QQQ TR
+$34.0K
866
-3%
减持
HD
HOME DEPOT INC
+$32.2K
6,585
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$31.0K
5,748
-16%
减持
TXN
TEXAS INSTRS INC
-$30.9K
1,432
-8%
减持
AFL
AFLAC INC
+$27.7K
7,864
-3%
减持
UNP
UNION PAC CORP
-$27.1K
2,488
-7%
减持
SBUX
STARBUCKS CORP
-$25.3K
3,535
-2%
减持
GLD
SPDR GOLD TR
-$25.1K
2,851
-2%
增持
—
LINDE PLC
+$23.2K
890
+0%
减持
MRK
MERCK & CO INC
+$21.6K
3,781
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$16.5K
4,766
-3%
减持
PEP
PEPSICO INC
-$16.4K
3,544
-4%
减持
—
EXXON MOBIL CORP
-$15.8K
6,465
-0%
减持
MUNI
PIMCO ETF TR
-$14.4K
23,947
-0%
减持
NUBD
NUSHARES ETF TR
-$14.1K
10,779
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$13.5K
19,772
-0%
减持
ESGD
ISHARES TR
+$12.7K
108,164
-1%
增持
KO
COCA COLA CO
-$11.0K
6,304
+0%
减持
GOOG
ALPHABET INC
-$10.6K
15,081
-15%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$8.5K
2,195
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.4K
14,266
-7%
减持
IWD
ISHARES TR
-$2.0K
2,956
-4%