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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 63
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
EFA
ISHARES TR
+$17.2M
2,726,546
+1%
增持
VOO
VANGUARD INDEX FDS
+$15.7M
523,528
+0%
建仓
PULS
PGIM ETF TR
+$14.5M
290,682
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
+$14.1M
3,021,393
+1%
增持
VNQ
VANGUARD INDEX FDS
+$12.8M
822,952
+2%
增持
IWM
ISHARES TR
+$12.1M
635,043
+0%
增持
IJH
ISHARES TR
+$9.9M
2,191,849
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$7.9M
392,321
-2%
增持
SPYM
SPDR SER TR
+$7.5M
1,654,420
+2%
增持
ICSH
ISHARES TR
+$6.7M
339,944
+63%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.7M
293,288
+80%
清仓
BA
BOEING CO
-$6.6M
0
-100%
建仓
—
EATON CORP PLC
+$5.5M
16,685
增持
—
ACCENTURE PLC IRELAND
+$4.6M
19,614
+158%
清仓
STZ
CONSTELLATION BRANDS INC
-$4.0M
0
-100%
增持
AGG
ISHARES TR
+$3.2M
604,086
+1%
增持
IVV
ISHARES TR
+$3.0M
100,802
+0%
增持
BOND
PIMCO ETF TR
+$2.9M
533,681
+2%
增持
GOVT
ISHARES TR
+$2.7M
1,857,256
+3%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.5M
398,342
+5%
增持
META
META PLATFORMS INC
+$2.5M
35,954
+0%
减持
AAPL
APPLE INC
+$2.5M
142,604
-2%
减持
IYR
ISHARES TR
+$2.3M
163,342
-0%
减持
GOOGL
ALPHABET INC
-$2.2M
131,167
-0%
减持
PH
PARKER-HANNIFIN CORP
+$1.8M
16,718
-3%
减持
DASH
DOORDASH INC
+$1.7M
52,312
-2%
减持
VV
VANGUARD INDEX FDS
-$1.5M
8,010
-45%
减持
—
BLACKROCK INC
+$1.5M
9,297
-1%
减持
MSFT
MICROSOFT CORP
-$1.4M
66,093
-1%
减持
SGOV
ISHARES TR
-$1.4M
8,123
-62%
增持
ESGU
ISHARES TR
+$1.3M
159,675
+1%
减持
TSLA
TESLA INC
+$1.3M
21,430
-2%
减持
NEM
NEWMONT CORP
+$1.2M
111,282
-1%
增持
ESML
ISHARES TR
+$1.1M
298,751
+1%
减持
EEM
ISHARES TR
+$912.5K
341,818
-1%
增持
ADSK
AUTODESK INC
+$862.7K
30,196
+0%
减持
JNJ
JOHNSON & JOHNSON
+$822.8K
56,305
-1%
减持
CME
CME GROUP INC
+$814.9K
39,724
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$805.7K
18,734
+3%
减持
IEFA
ISHARES TR
-$787.0K
9,078
-56%
减持
AEP
AMERICAN ELEC PWR CO INC
+$781.1K
59,168
-2%
减持
ADBE
ADOBE INC
-$751.7K
19,054
-0%
减持
AMZN
AMAZON COM INC
-$750.7K
108,458
-0%
增持
CRM
SALESFORCE INC
+$730.2K
40,195
+1%
减持
V
VISA INC
+$721.8K
62,960
-0%
清仓
TLT
ISHARES TR
-$712.7K
0
-100%
增持
ESGD
ISHARES TR
+$708.0K
110,257
+1%
减持
DHR
DANAHER CORPORATION
+$695.7K
27,135
-1%
减持
VO
VANGUARD INDEX FDS
+$694.6K
32,121
-0%
增持
PLD
PROLOGIS INC.
+$664.8K
40,454
+2%
减持
MDLZ
MONDELEZ INTL INC
+$660.8K
97,653
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$660.6K
303,848
-2%
增持
ZTS
ZOETIS INC
+$570.7K
23,531
+1%
减持
MUB
ISHARES TR
-$567.5K
122,849
-6%
减持
GOOG
ALPHABET INC
-$562.4K
18,684
-7%
增持
ESGE
ISHARES INC
+$553.3K
153,125
+2%
增持
CVX
CHEVRON CORP NEW
-$535.3K
61,996
+0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$491.0K
8,251
增持
PG
PROCTER AND GAMBLE CO
+$471.7K
52,103
+0%
减持
SYK
STRYKER CORPORATION
+$470.9K
23,947
-0%
减持
TJX
TJX COS INC NEW
+$454.8K
92,590
-2%
减持
GLD
SPDR GOLD TR
-$447.5K
3,386
-43%
减持
VGT
VANGUARD WORLD FD
-$434.2K
407
-65%
减持
ACWX
ISHARES TR
+$421.0K
115,108
-1%
增持
HD
HOME DEPOT INC
+$405.4K
6,544
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$399.1K
12,238
-0%
减持
ECL
ECOLAB INC
+$396.7K
34,756
-2%
增持
PGR
PROGRESSIVE CORP
+$395.7K
7,974
+2%
减持
VTI
VANGUARD INDEX FDS
+$371.2K
25,251
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$364.4K
7,251
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$362.6K
2,719
+13%
减持
ABT
ABBOTT LABS
+$353.2K
64,753
-4%
清仓
VHT
VANGUARD WORLD FD
-$344.2K
0
-100%
增持
ABBV
ABBVIE INC
+$339.8K
7,261
+14%
减持
BKNG
BOOKING HOLDINGS INC
+$326.0K
1,522
-1%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$318.9K
23,747
建仓
CART
MAPLEBEAR INC
+$312.3K
7,665
减持
MUNI
PIMCO ETF TR
-$305.7K
162,208
-5%
建仓
FICO
FAIR ISAAC CORP
+$297.4K
153
清仓
XLF
SELECT SECTOR SPDR TR
-$263.6K
0
-100%
减持
ACWI
ISHARES TR
+$247.9K
39,577
-1%
增持
IWO
ISHARES TR
+$247.1K
8,836
+3%
减持
WM
WASTE MGMT INC DEL
-$246.7K
33,391
-1%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$233.2K
377
增持
IWB
ISHARES TR
+$229.8K
10,801
+2%
增持
HON
HONEYWELL INTL INC
-$226.7K
36,696
+0%
减持
EL
LAUDER ESTEE COS INC
-$224.6K
26,160
-2%
建仓
DVY
ISHARES TR
+$222.5K
1,647
建仓
SBUX
STARBUCKS CORP
+$220.7K
2,264
建仓
PM
PHILIP MORRIS INTL INC
+$216.1K
1,780
清仓
VCR
VANGUARD WORLD FD
-$208.9K
0
-100%
建仓
SYY
SYSCO CORP
+$207.7K
2,661
建仓
FAST
FASTENAL CO
+$204.9K
2,869
减持
VB
VANGUARD INDEX FDS
+$201.5K
38,273
-6%
增持
EAGG
ISHARES TR
+$194.3K
98,107
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$191.3K
3,263
+6%
增持
IWV
ISHARES TR
+$183.8K
10,162
+0%
增持
LOW
LOWES COS INC
+$177.8K
3,047
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$169.1K
29,097
+2%
增持
DIS
DISNEY WALT CO
-$166.4K
69,600
+1%
减持
COST
COSTCO WHSL CORP NEW
-$156.3K
3,678
-9%
减持
JPM
JPMORGAN CHASE & CO.
+$150.3K
88,047
-3%
减持
ORCL
ORACLE CORP
+$141.2K
4,929
-0%
减持
MA
MASTERCARD INCORPORATED
+$137.2K
2,682
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$133.0K
9,463
+9%
增持
MCD
MCDONALDS CORP
+$126.9K
2,191
+3%
增持
IWF
ISHARES TR
+$121.7K
2,878
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$116.3K
8,092
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$108.0K
21,702
+1%
减持
IUSG
ISHARES TR
-$105.7K
10,409
-10%
减持
UPS
UNITED PARCEL SERVICE INC
-$104.6K
37,411
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$103.9K
2,323
+3%
增持
CSCO
CISCO SYS INC
+$92.4K
12,809
+3%
增持
VOT
VANGUARD INDEX FDS
+$89.7K
6,435
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
+$86.5K
206,140
-1%
增持
KO
COCA COLA CO
+$85.1K
8,129
+4%
减持
SCHE
SCHWAB STRATEGIC TR
+$83.2K
32,718
-0%
增持
SHOP
SHOPIFY INC
+$81.7K
4,914
+4%
增持
UNP
UNION PAC CORP
+$80.8K
2,574
+5%
增持
IWD
ISHARES TR
+$78.3K
2,795
+8%
减持
AXP
AMERICAN EXPRESS CO
+$77.3K
2,095
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$72.3K
3,806
+26%
增持
AVGO
BROADCOM INC
+$70.8K
3,156
+970%
增持
IEMG
ISHARES INC
+$65.8K
16,949
+0%
增持
NFLX
NETFLIX INC
+$65.1K
1,147
+3%
增持
SPGI
S&P GLOBAL INC
+$62.2K
692
+5%
增持
EMB
ISHARES TR
+$57.9K
3,571
+14%
减持
ITOT
ISHARES TR
+$56.2K
16,672
-3%
减持
VTEB
VANGUARD MUN BD FDS
+$54.7K
68,836
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$53.2K
13,701
-8%
减持
BND
VANGUARD BD INDEX FDS
-$53.1K
3,664
-20%
减持
LNG
CHENIERE ENERGY INC
+$50.3K
23,596
-2%
增持
TXN
TEXAS INSTRS INC
+$48.5K
1,462
+12%
减持
NU
NU HLDGS LTD
-$47.1K
65,292
-10%
减持
NVO
NOVO-NORDISK A S
-$46.9K
1,830
-1%
减持
MRK
MERCK & CO INC
-$45.4K
4,036
-1%
减持
IUSV
ISHARES TR
-$44.2K
10,247
-12%
增持
NVDA
NVIDIA CORPORATION
-$43.6K
285,443
+2%
减持
RTX
RTX CORPORATION
+$43.5K
3,265
-7%
增持
PEP
PEPSICO INC
+$37.7K
3,683
+3%
增持
SUSA
ISHARES TR
+$37.3K
3,038
+4%
减持
SCHD
SCHWAB STRATEGIC TR
+$36.8K
9,967
-4%
增持
TGT
TARGET CORP
+$36.4K
1,847
+9%
增持
INTU
INTUIT
-$32.0K
1,010
+1%
减持
HTGC
HERCULES CAPITAL INC
-$30.6K
26,752
-2%
减持
—
EXXON MOBIL CORP
+$30.5K
17,142
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$30.5K
9,359
-1%
减持
CAT
CATERPILLAR INC
+$30.1K
772
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$29.1K
30,269
-5%
减持
O
REALTY INCOME CORP
-$26.5K
3,482
-26%