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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 23
减持 100
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VNQ
VANGUARD INDEX FDS
+$72.1M
1,623,190
+89%
减持
ICSH
ISHARES TR
-$34.5M
314,561
-68%
增持
EFA
ISHARES TR
+$14.1M
2,841,288
+1%
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。
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.9M
3,143,808
-1%
减持
IWM
ISHARES TR
+$9.5M
582,631
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$7.2M
348,756
-4%
减持
SPYM
SPDR SERIES TRUST
+$7.2M
1,672,735
-2%
减持
GOOGL
ALPHABET INC
+$7.0M
113,527
-3%
减持
IJH
ISHARES TR
+$6.8M
2,260,253
-0%
减持
AAPL
APPLE INC
+$6.5M
143,828
-2%
减持
VBK
VANGUARD INDEX FDS
+$5.9M
305,716
-0%
减持
NVDA
NVIDIA CORPORATION
+$5.8M
236,373
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.7M
282,629
+66%
增持
PULS
PGIM ETF TR
+$5.7M
286,068
+66%
减持
QQQ
INVESCO QQQ TR
+$5.5M
131,728
-1%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$5.3M
63,305
减持
DHR
DANAHER CORPORATION
-$4.7M
2,286
-91%
建仓
VGSR
MANAGER DIRECTED PORTFOLIOS
+$4.0M
374,791
减持
VOO
VANGUARD INDEX FDS
+$3.3M
498,024
-6%
增持
AGG
ISHARES TR
+$2.7M
667,066
+3%
减持
MUB
ISHARES TR
-$2.5M
47,287
-35%
清仓
ITOT
ISHARES TR
-$2.3M
0
-100%
增持
WYNN
WYNN RESORTS LTD
+$2.0M
51,285
+5%
清仓
VOT
VANGUARD INDEX FDS
-$1.9M
0
-100%
减持
TSLA
TESLA INC
+$1.9M
18,522
-8%
减持
V
VISA INC
-$1.8M
48,618
-6%
减持
AVGO
BROADCOM INC
+$1.6M
35,815
-4%
清仓
IUSG
ISHARES TR
-$1.6M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
12,405
-22%
增持
IYR
ISHARES TR
+$1.5M
157,651
+8%
减持
—
ACCENTURE PLC IRELAND
-$1.4M
19,275
-6%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
1,128,842
+2%
减持
JNJ
JOHNSON & JOHNSON
+$1.4M
49,470
-3%
减持
TJX
TJX COS INC NEW
+$1.3M
86,657
-4%
增持
ETR
ENTERGY CORP NEW
+$1.3M
43,920
+31%
减持
IVV
ISHARES TR
-$1.2M
75,541
-9%
减持
NFLX
NETFLIX INC
-$1.2M
443
-66%
减持
CRM
SALESFORCE INC
-$1.2M
29,814
-1%
减持
HON
HONEYWELL INTL INC
-$1.1M
34,898
-4%
增持
ZM
ZOOM COMMUNICATIONS INC
+$1.1M
130,322
+5%
减持
ESML
ISHARES TR
+$1.0M
301,505
-1%
减持
INTU
INTUIT
-$914.4K
7,578
-2%
减持
LRCX
LAM RESEARCH CORP
-$914.3K
4,265
-72%
建仓
TOV
EA SERIES TRUST
+$909.9K
32,387
减持
MSFT
MICROSOFT CORP
+$898.5K
66,836
-1%
清仓
SCHD
SCHWAB STRATEGIC TR
-$876.4K
0
-100%
减持
SYK
STRYKER CORPORATION
-$840.0K
23,293
-2%
清仓
IUSV
ISHARES TR
-$829.6K
0
-100%
减持
DIS
DISNEY WALT CO
-$828.2K
64,598
-3%
增持
ESGD
ISHARES TR
+$803.0K
126,031
+3%
减持
DASH
DOORDASH INC
-$798.1K
44,392
-15%
减持
IEMG
ISHARES INC
-$787.9K
3,823
-78%
减持
MA
MASTERCARD INCORPORATED
-$763.9K
1,321
-51%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$741.5K
327,920
-1%
减持
PH
PARKER-HANNIFIN CORP
+$714.6K
15,719
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$711.3K
1,423
-2%
减持
BLK
BLACKROCK INC
+$711.1K
9,035
-3%
增持
BOND
PIMCO ETF TR
+$710.5K
531,973
+0%
减持
CVX
CHEVRON CORP NEW
+$693.1K
62,733
-1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$674.9K
0
-100%
减持
META
META PLATFORMS INC
-$641.0K
33,918
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$637.5K
6,029
-54%
减持
AMZN
AMAZON COM INC
-$635.7K
124,244
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$624.7K
6,726
-8%
减持
ESGU
ISHARES TR
+$573.4K
161,337
-5%
减持
CMF
ISHARES TR
-$560.5K
77,453
-13%
建仓
BAC
BANK AMERICA CORP
+$536.4K
10,397
减持
TGT
TARGET CORP
-$518.2K
34,041
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$514.2K
79,447
-6%
减持
EEM
ISHARES TR
+$503.0K
127,003
-2%
减持
PG
PROCTER AND GAMBLE CO
-$493.3K
53,141
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
+$480.0K
61,405
-1%
减持
ACWX
ISHARES TR
+$474.7K
117,252
-0%
增持
ESGE
ISHARES INC
+$472.4K
110,455
+0%
减持
CME
CME GROUP INC
-$467.0K
38,111
-2%
建仓
ISRG
INTUITIVE SURGICAL INC
+$459.3K
1,027
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$453.8K
23,096
-29%
减持
ABT
ABBOTT LABS
-$429.6K
58,862
-4%
减持
WM
WASTE MGMT INC DEL
-$404.1K
32,492
-2%
减持
LLY
ELI LILLY & CO
-$368.6K
8,692
-3%
减持
VTI
VANGUARD INDEX FDS
-$348.1K
20,878
-12%
减持
KMB
KIMBERLY-CLARK CORP
-$347.0K
40,783
-3%
减持
VB
VANGUARD INDEX FDS
+$346.9K
36,282
-3%
减持
AXP
AMERICAN EXPRESS CO
-$337.7K
973
-53%
增持
BND
VANGUARD BD INDEX FDS
+$330.9K
7,404
+148%
减持
PANW
PALO ALTO NETWORKS INC
-$324.2K
41,960
-3%
减持
NEM
NEWMONT CORP
-$321.1K
51,799
-36%
减持
PWR
QUANTA SVCS INC
+$319.2K
12,300
-3%
清仓
VTEB
VANGUARD MUN BD FDS
-$316.8K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$313.6K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$308.2K
23,708
-2%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$303.6K
0
-100%
增持
QQMG
INVESCO EXCH TRADED FD TR II
+$300.4K
82,732
+0%
减持
PLD
PROLOGIS INC.
+$296.1K
41,359
-2%
减持
IWB
ISHARES TR
+$289.2K
12,905
-1%
减持
GOOG
ALPHABET INC
+$274.0K
16,805
-22%
减持
IWV
ISHARES TR
+$255.5K
9,802
-1%
减持
COST
COSTCO WHSL CORP NEW
-$246.3K
3,707
-0%
清仓
DUK
DUKE ENERGY CORP NEW
-$244.7K
0
-100%
减持
ORCL
ORACLE CORP
-$231.7K
2,833
-40%
清仓
MRK
MERCK & CO INC
-$230.4K
0
-100%
减持
HD
HOME DEPOT INC
+$227.3K
6,571
-1%
清仓
NVO
NOVO-NORDISK A S
-$226.9K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$226.6K
58,249
-2%
建仓
RBLX
ROBLOX CORP
+$225.2K
1,626
建仓
DVY
ISHARES TR
+$213.2K
1,500
建仓
IVW
ISHARES TR
+$211.9K
1,755
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$209.5K
432
减持
—
EATON CORP PLC
+$206.9K
16,256
-1%
减持
ABBV
ABBVIE INC
+$205.9K
6,581
-7%
建仓
NOC
NORTHROP GRUMMAN CORP
+$205.3K
337
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$203.8K
11,939
-2%
清仓
MCO
MOODYS CORP
-$202.1K
0
-100%
清仓
AMGN
AMGEN INC
-$201.0K
0
-100%
增持
EAGG
ISHARES TR
+$173.4K
109,429
+2%
减持
PGR
PROGRESSIVE CORP
-$158.6K
7,954
-0%
增持
SCHC
SCHWAB STRATEGIC TR
+$136.1K
19,894
+10%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$134.1K
9,612
+14%
减持
ECL
ECOLAB INC
-$124.6K
32,213
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$123.6K
2,529
-11%
减持
GLD
SPDR GOLD TR
+$121.6K
2,690
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$113.6K
5,981
-4%
减持
KO
COCA COLA CO
-$109.8K
6,396
-15%
增持
OEF
ISHARES TR
+$106.1K
3,707
+0%
减持
VO
VANGUARD INDEX FDS
-$98.5K
8,509
-8%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$95.6K
12,000
增持
VGT
VANGUARD WORLD FD
+$90.2K
477
+19%
减持
GOVT
ISHARES TR
-$88.4K
12,929
-23%
建仓
RWT
REDWOOD TRUST INC
+$75.3K
13,000
增持
SCHO
SCHWAB STRATEGIC TR
+$69.0K
198,408
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$68.8K
6,238
-20%
减持
RTX
RTX CORPORATION
+$66.3K
3,159
-0%
减持
PM
PHILIP MORRIS INTL INC
-$65.8K
1,792
-8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$64.0K
17,708
-6%
减持
DFAC
DIMENSIONAL ETF TRUST
+$63.6K
26,723
-1%
增持
MUNI
PIMCO ETF TR
+$62.4K
66,418
+0%
减持
LOW
LOWES COS INC
+$57.3K
3,341
-5%
减持
CAT
CATERPILLAR INC
+$52.6K
744
-4%
减持
—
EXXON MOBIL CORP
+$50.2K
15,307
-2%
减持
XLV
SELECT SECTOR SPDR TR
+$47.4K
12,268
-0%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
-$40.1K
1,963
-20%
减持
COUR
COURSERA INC
+$38.9K
49,697
-20%
清仓
—
CARDLYTICS INC
-$35.3K
0
-100%
减持
SBUX
STARBUCKS CORP
-$34.9K
2,700
-6%
减持
IWD
ISHARES TR
-$33.5K
2,522
-10%
减持
TXN
TEXAS INSTRS INC
-$32.7K
1,332
-0%
减持
SPGI
S&P GLOBAL INC
-$32.5K
618
-2%
减持
GE
GE AEROSPACE
-$32.4K
1,447
-20%
增持
NEAR
ISHARES U S ETF TR
+$31.3K
141,566
+0%
减持
IJS
ISHARES TR
-$28.5K
2,724
-18%