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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 72
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ACWX
ISHARES TR
+$80.2M
1,290,721
+956%
增持
BOND
PIMCO ETF TR
+$40.2M
1,065,087
+71%
增持
EFA
ISHARES TR
+$15.2M
3,020,430
+4%
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
SPY
STATE STR SPDR S&P 500 ETF T
-$12.5M
332,226
-1%
清仓
VEEV
VEEVA SYS INC
-$11.8M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$11.6M
1,843,291
+14%
清仓
DOCS
DOXIMITY INC
-$10.6M
0
-100%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$10.2M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$9.8M
525,971
+8%
增持
IJH
ISHARES TR
+$7.9M
2,349,194
+3%
增持
VNQ
VANGUARD INDEX FDS
+$7.3M
1,741,408
+5%
减持
ABT
ABBOTT LABORATORIES
-$6.6M
6,362
-89%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.9M
3,228,121
+3%
减持
JPM
JPMORGAN CHASE & CO
-$5.6M
65,673
-15%
减持
GOOGL
ALPHABET INC
-$5.4M
101,278
-8%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$5.2M
18,669
减持
AGG
ISHARES TR
-$4.9M
660,811
-6%
增持
NFLX
NETFLIX INC.
+$4.4M
50,217
+1023%
减持
IVV
ISHARES TR
-$4.1M
72,845
-3%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$4.0M
18,682
增持
MSFT
MICROSOFT CORP
-$3.9M
76,135
+15%
建仓
CBRE
CBRE GROUP INC
+$3.7M
27,020
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.4M
1,271,182
+5%
减持
DASH
DOORDASH INC
-$3.4M
44,386
-0%
减持
INTU
INTUIT
-$3.2M
10,343
-11%
减持
—
ACCENTURE PLC IRELAND
-$3.2M
4,442
-71%
减持
CVX
CHEVRON CORPORATION
+$3.1M
61,484
-2%
增持
META
META PLATFORMS INC
-$2.9M
33,941
+0%
减持
CRM
SALESFORCE INC
-$2.8M
27,087
-8%
增持
AAPL
APPLE INC
+$2.6M
164,127
+14%
增持
VBK
VANGUARD INDEX FDS
+$2.5M
314,286
+3%
减持
V
VISA INC
-$2.4M
48,475
-0%
增持
AMZN
AMAZON COM INC
-$2.3M
127,496
+2%
增持
QQQ
INVESCO QQQ TR
-$2.1M
124,414
+3%
减持
LNG
CHENIERE ENERGY INC
+$1.9M
22,615
-2%
减持
JNJ
JOHNSON & JOHNSON
+$1.8M
49,043
-0%
增持
SNOW
SNOWFLAKE INC
-$1.8M
29,072
+3%
增持
NVDA
NVIDIA CORPORATION
-$1.8M
208,628
+2%
增持
PWR
QUANTA SVCS INC
+$1.6M
12,272
+0%
增持
BKNG
BOOKING HOLDINGS INC
-$1.6M
1,374
+0%
增持
ADSK
AUTODESK INC
-$1.4M
30,401
+3%
增持
TSLA
TESLA INC
-$1.4M
18,196
+0%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
17
-6%
增持
IWM
ISHARES TR
+$1.3M
563,866
+0%
减持
DIS
DISNEY WALT CO
-$1.2M
61,647
-2%
增持
LLY
ELI LILLY & CO
-$1.1M
8,593
+2%
增持
EAGG
ISHARES TR
+$1.1M
209,264
+13%
清仓
FIG
FIGMA INC
-$1.0M
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
+$940.0K
60,698
-0%
减持
HON
HONEYWELL INTL INC
+$934.0K
33,403
-2%
增持
TGT
TARGET CORP
+$926.7K
31,296
+7%
增持
ETR
ENTERGY CORP NEW
+$896.7K
44,192
+0%
增持
ESGU
ISHARES TR
-$846.9K
157,309
+1%
增持
PANW
PALO ALTO NETWORKS INC
-$837.0K
42,920
+2%
增持
BLK
BLACKROCK INC
-$826.1K
9,150
+2%
增持
—
EATON CORP PLC
+$808.1K
16,776
+3%
清仓
BILL
BILL HOLDINGS INC
-$691.8K
0
-100%
增持
VRSK
VERISK ANALYTICS INC
-$668.1K
20,463
+1%
减持
CME
CME GROUP INC
+$662.3K
36,693
-2%
清仓
PACS
PACS GROUP INC
-$642.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$639.3K
14,892
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$627.5K
2,949
+143%
增持
COST
COSTCO WHOLESALE CORPORATION
+$610.2K
3,644
+4%
增持
HD
HOME DEPOT INC
+$533.1K
8,269
+30%
增持
SYK
STRYKER CORPORATION
-$523.1K
22,879
+0%
增持
AVGO
BROADCOM INC
-$499.5K
39,103
+7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$497.5K
6,369
+23%
减持
PULS
PGIM ETF TR
-$494.2K
289,424
-3%
建仓
DIA
STATE STR SPDR DOW JONES IND
+$486.4K
1,050
减持
SCHX
SCHWAB STRATEGIC TR
-$452.2K
160,379
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$437.2K
287,134
-3%
减持
TJX
TJX COS INC NEW
+$427.0K
84,462
-1%
减持
ESML
ISHARES TR
+$390.6K
472,402
-0%
减持
NEM
NEWMONT CORP
+$386.9K
50,308
-1%
减持
AMAT
APPLIED MATLS INC
+$385.0K
6,162
-8%
增持
PG
PROCTER & GAMBLE CO
+$370.3K
55,350
+4%
减持
CMF
ISHARES TR
-$348.6K
69,965
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$332.4K
10,649
-13%
建仓
WMT
WALMART INC
+$330.6K
2,660
减持
ICSH
ISHARES TR
-$324.0K
326,082
-2%
建仓
—
ASML HLDG NV
+$301.1K
228
减持
MUB
ISHARES TR
-$292.5K
44,687
-5%
减持
FNDX
SCHWAB STRATEGIC TR
-$283.8K
25,367
-30%
减持
WM
WASTE MGMT INC DEL
+$279.8K
31,904
-1%
增持
ESGD
ISHARES TR
+$277.9K
131,592
+2%
增持
WYNN
WYNN RESORTS LTD
-$276.6K
57,051
+13%
增持
KO
COCA COLA CO
+$276.1K
9,619
+48%
增持
PLD
PROLOGIS INC.
+$261.0K
42,151
+1%
清仓
ABNB
AIRBNB INC
-$253.4K
0
-100%
建仓
SHOP
SHOPIFY INC
+$251.2K
2,118
建仓
NOC
NORTHROP GRUMMAN CORP
+$247.7K
363
减持
IWB
ISHARES TR
-$243.9K
12,503
-1%
增持
VTI
VANGUARD INDEX FDS
-$241.4K
20,648
+1%
建仓
COP
CONOCOPHILLIPS
+$239.3K
1,813
增持
IYR
ISHARES TR
+$239.2K
185,028
+1%
减持
PGR
PROGRESSIVE CORP
-$237.9K
7,977
-0%
建仓
MS
MORGAN STANLEY
+$232.9K
1,415
清仓
UAL
UNITED AIRLS HLDGS INC
-$225.8K
0
-100%
建仓
O
REALTY INCOME CORP
+$219.7K
3,591
清仓
IVW
ISHARES TR
-$216.3K
0
-100%
建仓
APH
AMPHENOL CORP
+$215.0K
1,702
减持
QQMG
INVESCO EXCH TRADED FD TR II
-$210.7K
71,636
-0%
建仓
DUK
DUKE ENERGY CORP NEW
+$210.7K
1,609
减持
VEA
VANGUARD TAX-MANAGED FDS
+$210.1K
321,897
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$209.6K
57,141
-1%
减持
MUNI
PIMCO ETF TR
-$206.5K
62,742
-6%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$203.4K
3,353
建仓
NKE
NIKE INC
+$200.3K
3,791
增持
GOOG
ALPHABET INC
-$193.3K
17,881
+5%
减持
IWV
ISHARES TR
-$186.1K
9,644
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$182.8K
6,200
+1%
增持
CAT
CATERPILLAR INC
+$174.4K
893
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$154.6K
20,305
+7%
增持
IEMG
ISHARES INC
+$147.9K
5,595
+55%
减持
EEM
ISHARES TR
+$146.7K
118,701
-2%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$146.2K
22,700
-11%
增持
IEFA
ISHARES TR
+$140.2K
8,170
+22%
增持
ORCL
ORACLE CORP
-$138.5K
3,892
+7%
减持
XLK
SELECT SECTOR SPDR TR
-$138.4K
11,423
-1%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$134.3K
11,886
-0%
减持
ABBV
ABBVIE INC
-$126.6K
6,993
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$125.4K
2,821
+3%
增持
BMO
BANK MONTREAL MEDIUM
+$124.6K
5,411
+16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$118.8K
2,326
+1%
增持
VO
VANGUARD INDEX FDS
+$104.3K
8,950
+5%
减持
ECL
ECOLAB INC
+$99.0K
31,807
-0%
减持
APO
APOLLO GLOBAL MGMT INC
-$80.2K
1,859
-6%
减持
GEV
GE VERNOVA INC
+$79.2K
365
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$71.3K
1,144
+8%
增持
—
LINDE PLC
+$68.7K
744
+6%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$65.3K
18,054
-11%
增持
MA
MASTERCARD INCORPORATED
-$65.3K
1,469
+5%
增持
WFC
WELLS FARGO & CO
-$64.3K
5,347
+2%
增持
DVY
ISHARES TR
+$62.0K
1,808
+21%
增持
DHR
DANAHER CORP DEL
-$58.8K
2,482
+7%
减持
CSCO
CISCO SYS INC
-$57.0K
11,992
-6%
增持
BSV
VANGUARD BD INDEX FDS
-$53.7K
139,622
+0%
增持
UBER
UBER TECHNOLOGIES INC
-$53.7K
5,980
+1%
增持
MRK
MERCK & CO INC
+$52.0K
2,449
+6%
增持
NEE
NEXTERA ENERGY INC
+$45.7K
3,193
+2%
增持
MCD
MCDONALDS CORP
+$45.6K
2,091
+6%
增持
FAST
FASTENAL CO
+$44.2K
5,830
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$43.7K
19,028
+4%
减持
VGT
VANGUARD WORLD FD
-$42.9K
469
-4%
减持
NEAR
ISHARES U S ETF TR
-$42.7K
141,314
-0%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$41.9K
396,605
-0%
减持
MMM
3M CO
-$40.8K
2,678
-0%
增持
TXN
TEXAS INSTRS INC
+$39.6K
1,303
+6%
增持
PEP
PEPSICO INC
+$38.6K
3,155
+0%
增持
TOV
EA SERIES TRUST
-$38.4K
32,064
+1%