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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 133 项
建仓 7
增持 42
减持 76
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SUB
ISHARES TR
-$59.5M
16,927
-97%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$37.1M
658,378
-43%
减持
SPY
SPDR S&P 500 ETF TR
-$31.7M
712,361
-6%
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
TLT
ISHARES TR
+$30.1M
356,255
+2288%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$15.3M
2,953,241
-8%
减持
BIV
VANGUARD BD INDEX FDS
-$14.2M
241,351
-43%
减持
VOO
VANGUARD INDEX FDS
-$11.5M
434,551
-3%
增持
EFA
ISHARES TR
-$8.9M
2,680,374
+0%
减持
IJH
ISHARES TR
-$7.9M
441,103
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$6.9M
1,532
-64%
增持
IWM
ISHARES TR
-$5.6M
625,479
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$5.0M
21,289
增持
META
META PLATFORMS INC
+$4.7M
42,823
+51%
减持
AAPL
APPLE INC
-$4.0M
157,273
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.6M
260,115
-19%
增持
VNQ
VANGUARD INDEX FDS
-$3.4M
893,262
+5%
减持
WM
WASTE MGMT INC DEL
-$2.7M
60,285
-12%
增持
AGG
ISHARES TR
+$2.3M
565,376
+9%
清仓
VUG
VANGUARD INDEX FDS
-$2.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$2.0M
63,117
-2%
增持
GOVT
ISHARES TR
+$1.9M
1,200,625
+12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
127,067
-22%
减持
GOOGL
ALPHABET INC
+$1.7M
159,461
-0%
减持
ENPH
ENPHASE ENERGY INC
-$1.5M
26,816
-6%
增持
MUB
ISHARES TR
+$1.5M
61,212
+37%
减持
AAXJ
ISHARES TR
-$1.3M
4,551
-81%
减持
HSY
HERSHEY CO
-$1.3M
22,885
-3%
减持
PH
PARKER-HANNIFIN CORP
-$1.2M
19,859
-13%
减持
ESGU
ISHARES TR
-$1.1M
162,726
-3%
减持
ECL
ECOLAB INC
-$1.1M
37,828
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
40,280
-2%
减持
ALB
ALBEMARLE CORP
-$1.1M
19,878
-1%
减持
EEM
ISHARES TR
-$1.0M
320,375
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$951.3K
26,868
-0%
减持
HON
HONEYWELL INTL INC
-$921.6K
36,616
-1%
清仓
FISV
FISERV INC
-$881.3K
0
-100%
减持
BA
BOEING CO
-$867.7K
37,540
-2%
建仓
VLTO
VERALTO CORP
+$855.6K
10,119
减持
IVLU
ISHARES TR
-$852.8K
11,202
-75%
减持
AMZN
AMAZON COM INC
-$845.4K
114,769
-3%
增持
IVV
ISHARES TR
-$839.3K
93,308
+2%
增持
SYK
STRYKER CORPORATION
-$822.2K
26,244
+0%
建仓
IYR
ISHARES TR
+$813.6K
10,412
增持
ABT
ABBOTT LABS
-$807.1K
68,621
+0%
减持
V
VISA INC
-$801.9K
62,845
-2%
增持
CVX
CHEVRON CORP NEW
+$716.0K
61,570
+0%
减持
ACWI
ISHARES TR
-$695.0K
44,398
-11%
增持
CME
CME GROUP INC
+$690.0K
45,448
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$675.8K
335,317
+1%
减持
ESML
ISHARES TR
-$574.6K
285,695
-0%
增持
ICLN
ISHARES TR
-$538.8K
179,492
+4%
减持
—
BLACKROCK INC
-$506.2K
9,884
-1%
减持
CRM
SALESFORCE INC
-$501.0K
39,274
-2%
增持
DIS
DISNEY WALT CO
-$490.4K
61,694
+0%
减持
CSCO
CISCO SYS INC
-$476.5K
14,187
-41%
增持
JNJ
JOHNSON & JOHNSON
-$476.2K
58,297
+1%
增持
ICSH
ISHARES TR
+$452.2K
208,699
+4%
增持
AMT
AMERICAN TOWER CORP NEW
-$415.8K
15,656
+2%
减持
MDLZ
MONDELEZ INTL INC
-$401.1K
101,338
-1%
减持
PG
PROCTER AND GAMBLE CO
-$377.7K
55,452
-1%
减持
MUNI
PIMCO ETF TR
-$365.3K
17,498
-27%
建仓
EAGG
ISHARES TR
+$365.1K
8,060
减持
TSLA
TESLA INC
-$360.2K
23,754
-1%
增持
LNG
CHENIERE ENERGY INC
+$346.0K
23,424
+1%
减持
ESGE
ISHARES INC
-$343.7K
143,921
-3%
减持
IWV
ISHARES TR
-$323.8K
11,219
-7%
清仓
IAU
ISHARES GOLD TR
-$301.7K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$301.0K
29,817
-0%
增持
ESGD
ISHARES TR
-$269.0K
110,218
+2%
减持
OEF
ISHARES TR
-$260.8K
4,113
-22%
建仓
BRKR
BRUKER CORP
+$249.9K
4,012
清仓
NKE
NIKE INC
-$242.2K
0
-100%
减持
DHR
DANAHER CORPORATION
+$236.8K
30,622
-0%
清仓
—
HOLOGIC INC
-$222.3K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$222.2K
7,092
-11%
清仓
IUSV
ISHARES TR
-$212.9K
0
-100%
清仓
O
REALTY INCOME CORP
-$208.2K
0
-100%
建仓
ROP
ROPER TECHNOLOGIES INC
+$200.0K
413
减持
JPM
JPMORGAN CHASE & CO
-$197.4K
92,173
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$190.4K
75,891
-2%
减持
IWO
ISHARES TR
-$184.4K
6,617
-4%
增持
STZ
CONSTELLATION BRANDS INC
+$182.7K
15,760
+3%
增持
ADSK
AUTODESK INC
+$167.0K
30,098
+2%
减持
SCHC
SCHWAB STRATEGIC TR
-$159.6K
18,062
-18%
减持
RTX
RTX CORPORATION
-$141.4K
4,522
-5%
减持
IWB
ISHARES TR
-$133.3K
11,704
-1%
减持
PEP
PEPSICO INC
-$109.5K
3,228
-9%
增持
VTI
VANGUARD INDEX FDS
-$101.0K
22,260
+2%
减持
ORCL
ORACLE CORP
-$94.2K
5,722
-3%
减持
TJX
TJX COS INC NEW
+$90.3K
98,603
-4%
减持
NUSC
NUSHARES ETF TR
-$88.3K
31,818
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$84.7K
2,919
+1%
建仓
NU
NU HLDGS LTD
+$83.6K
11,533
增持
MCD
MCDONALDS CORP
-$75.6K
2,187
+0%
减持
GOOG
ALPHABET INC
+$70.8K
14,374
-5%
减持
HD
HOME DEPOT INC
-$67.9K
6,545
-1%
减持
NVDA
NVIDIA CORPORATION
+$67.5K
31,790
-2%
增持
CVS
CVS HEALTH CORP
+$66.0K
80,381
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$62.6K
6,858
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$62.2K
6,081
-6%
增持
ACWX
ISHARES TR
+$60.5K
107,613
+6%
减持
—
LINDE PLC
-$58.8K
753
-15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$58.5K
19,612
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$57.1K
4,566
+1%
减持
MRK
MERCK & CO INC
-$53.6K
3,717
-2%
减持
INTU
INTUIT
+$48.8K
1,020
-1%
增持
ZTS
ZOETIS INC
+$47.1K
22,883
+0%
减持
QQQ
INVESCO QQQ TR
-$46.9K
762
-12%
增持
IWF
ISHARES TR
+$44.9K
2,750
+10%
减持
SUSA
ISHARES TR
-$44.5K
3,110
-10%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$43.7K
3,049
-12%
减持
LOW
LOWES COS INC
-$41.6K
1,662
-3%
减持
PFE
PFIZER INC
-$41.3K
7,572
-5%
减持
SBUX
STARBUCKS CORP
-$40.3K
3,395
-4%
减持
NUDM
NUSHARES ETF TR
-$36.5K
13,820
-3%
增持
SHOP
SHOPIFY INC
-$33.1K
6,801
+9%
增持
VBK
VANGUARD INDEX FDS
+$30.7K
8,511
+9%
增持
TXN
TEXAS INSTRS INC
-$25.2K
1,463
+2%
减持
COST
COSTCO WHSL CORP NEW
-$22.6K
3,829
-6%
减持
ABBV
ABBVIE INC
-$21.7K
5,534
-12%
增持
KO
COCA COLA CO
-$20.5K
6,416
+2%
增持
IWD
ISHARES TR
+$19.7K
3,203
+8%
减持
ADBE
ADOBE INC
+$18.9K
20,735
-4%
增持
SCHE
SCHWAB STRATEGIC TR
-$16.3K
31,107
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.7K
2,578
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$14.1K
11,204
-9%
减持
—
EXXON MOBIL CORP
-$12.5K
5,791
-10%
清仓
—
ATRECA INC
-$12.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$11.7K
1,015
+2%
增持
IWN
ISHARES TR
-$6.8K
1,481
+0%
增持
GLD
SPDR GOLD TR
-$6.6K
2,926
+3%
增持
NUBD
NUSHARES ETF TR
+$2.2K
11,334
+5%
增持
UNP
UNION PAC CORP
+$999
2,505
+1%