Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 151
- 較 2021 年第 4 季 −7
- 總值
- $18.1 億
- 較 2021 年第 4 季 +$2,380 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 730,141 | $3.30 億 | 18.2% | +13,244+1.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,665,481 | $1.96 億 | 10.9% | +747,799+39.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 387,909 | $1.61 億 | 8.9% | +2,829+0.7% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,584,684 | $1.20 億 | 6.7% | +709,548+81.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 546,879 | $1.12 億 | 6.2% | +29,656+5.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,409,991 | $1.11 億 | 6.2% | +44,384+1.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 343,307 | $9,212 萬 | 5.1% | +12,347+3.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 407,616 | $4,417 萬 | 2.4% | +990.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 81,961 | $3,719 萬 | 2.1% | −1,419−1.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 177,300 | $3,096 萬 | 1.7% | −10,706−5.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 350,997 | $2,875 萬 | 1.6% | +15,121+4.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 202,179 | $2,165 萬 | 1.2% | +2,441+1.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,292 | $2,051 萬 | 1.1% | +57+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 63,247 | $1,950 萬 | 1.1% | +2,039+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,969 | $1,938 萬 | 1.1% | +178+2.6% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 329,857 | $1,654 萬 | 0.9% | −62,552−15.9% | 減碼 | – |
| VVisa Inc. | Stock | 68,432 | $1,518 萬 | 0.8% | +1,636+2.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 263,222 | $1,323 萬 | 0.7% | +7,447+2.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 90,230 | $1,230 萬 | 0.7% | +3,455+4.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 76,719 | $1,216 萬 | 0.7% | +1,268+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 41,784 | $1,140 萬 | 0.6% | +1,248+3.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,821 | $1,132 萬 | 0.6% | +112+2.4% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 47,442 | $1,129 萬 | 0.6% | +929+2.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 64,031 | $1,043 萬 | 0.6% | +101+0.2% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 198,634 | $984.6 萬 | 0.5% | −74,028−27.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 55,191 | $978.2 萬 | 0.5% | +1,552+2.9% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 92,844 | $941.0 萬 | 0.5% | +30,101+48.0% | 加碼 | – |
| DHRDanaher Corp | Stock | 31,888 | $935.4 萬 | 0.5% | +229+0.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 41,597 | $892.1 萬 | 0.5% | +652+1.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 41,408 | $885.7 萬 | 0.5% | +948+2.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 40,207 | $853.7 萬 | 0.5% | +1,070+2.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,647 | $835.0 萬 | 0.5% | +601+1.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 66,349 | $785.3 萬 | 0.4% | +1,058+1.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 76,912 | $778.4 萬 | 0.4% | −212−0.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 28,124 | $751.9 萬 | 0.4% | +102+0.4% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 26,325 | $747.0 萬 | 0.4% | +884+3.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 148,903 | $738.0 萬 | 0.4% | +4,928+3.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 53,473 | $733.4 萬 | 0.4% | +1,513+2.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 37,864 | $725.1 萬 | 0.4% | +1,019+2.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 9,360 | $715.3 萬 | 0.4% | +272+3.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 36,120 | $702.8 萬 | 0.4% | +763+2.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 39,708 | $701.1 萬 | 0.4% | +1,703+4.5% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 183,948 | $699.7 萬 | 0.4% | +55,477+43.2% | 加碼 | – |
| SHWSherwin Williams Co | COM | 27,344 | $682.6 萬 | 0.4% | +1,249+4.8% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 107,314 | $673.7 萬 | 0.4% | +1,547+1.5% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 90,435 | $666.8 萬 | 0.4% | +22,074+32.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,980 | $665.5 萬 | 0.4% | +351+1.3% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 108,107 | $654.9 萬 | 0.4% | +3,840+3.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 28,402 | $631.5 萬 | 0.3% | +1,177+4.3% | 加碼 | 歷史 |
| HSYHershey Co | COM | 28,945 | $627.0 萬 | 0.3% | +46+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,219 | $621.0 萬 | 0.3% | −1,252−4.1% | 減碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 270,611 | $582.4 萬 | 0.3% | +42,492+18.6% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 152,477 | $579.9 萬 | 0.3% | +88,232+137.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,179 | $548.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,933 | $499.4 萬 | 0.3% | −651−2.9% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 95,026 | $496.7 萬 | 0.3% | +3,580+3.9% | 加碼 | – |
| SYYSysco Corp | Stock | 56,417 | $460.6 萬 | 0.3% | +52,891+1,500.0% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 27,796 | $439.1 萬 | 0.2% | +840+3.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 87,401 | $419.8 萬 | 0.2% | +9,531+12.2% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 15,985 | $401.6 萬 | 0.2% | +641+4.2% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,535 | $381.4 萬 | 0.2% | +108+0.7% | 加碼 | – |
| GEGeneral Electric Co | Stock | 41,420 | $379.0 萬 | 0.2% | +1,623+4.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 75,778 | $371.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 96,631 | $354.9 萬 | 0.2% | +18,061+23.0% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 14,932 | $343.9 萬 | 0.2% | +509+3.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 39,667 | $325.5 萬 | 0.2% | +3,088+8.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 56,696 | $305.3 萬 | 0.2% | −2,810−4.7% | 減碼依 2 比 1 拆股換算 | – |
| COINCoinbase Global, Inc. | COM CL A | 15,852 | $301.0 萬 | 0.2% | +660+4.3% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 25,653 | $296.7 萬 | 0.2% | +683+2.7% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 11,096 | $277.5 萬 | 0.2% | +866+8.5% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 57,580 | $260.0 萬 | 0.1% | −405−0.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 69,374 | $254.7 萬 | 0.1% | −69−0.1% | 減碼 | – |
| ACNAccenture plc | Stock | 7,444 | $251.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,574 | $246.6 萬 | 0.1% | −188−2.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 846 | $236.3 萬 | 0.1% | +111+15.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,041 | $232.7 萬 | 0.1% | −34−0.8% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,139 | $220.8 萬 | 0.1% | +11,704+138.8% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 21,317 | $212.7 萬 | 0.1% | −265−1.2% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 15,367 | $210.5 萬 | 0.1% | +29+0.2% | 加碼 | – |
| DGDollar General Corp | COM | 8,367 | $186.3 萬 | 0.1% | −30.0% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,872 | $175.8 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 9,564 | $172.8 萬 | 0.1% | +293+3.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,562 | $166.5 萬 | 0.1% | −69−1.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,139 | $145.2 萬 | 0.1% | −32−0.3% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 24,788 | $142.8 萬 | 0.1% | +1,985+8.7% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 6,447 | $134.4 萬 | 0.1% | −665−9.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 23,811 | $132.8 萬 | 0.1% | −1,529−6.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,591 | $132.1 萬 | 0.1% | −21−0.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,427 | $120.4 萬 | 0.1% | +5+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,191 | $112.6 萬 | 0.1% | −660−17.1% | 減碼 | 歷史 |
| COUPCoupa Software Inc | COM | 10,819 | $110.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 996 | $107.3 萬 | 0.1% | +288+40.7% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 8,750 | $99.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 30,898 | $85.8 萬 | <0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 10,094 | $83.4 萬 | <0.1% | −2,160−17.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,982 | $80.8 萬 | <0.1% | −825−14.2% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 20,730 | $78.7 萬 | <0.1% | −39−0.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,690 | $76.9 萬 | <0.1% | 00.0% | 不變 | – |
| FISVFiserv Inc | Stock | 7,286 | $73.9 萬 | <0.1% | −5−0.1% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 10,066 | $73.0 萬 | <0.1% | +10,066 | 新進 | 歷史 |
2021 年第 4 季之後清倉（13 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 153,037 | $1,669 萬 | 0.9% | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 51,840 | $521.3 萬 | 0.3% | 歷史 |
| AIOTPowerfleet, Inc. | COM | 106,780 | $50.6 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 1,550 | $33.9 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 1,350 | $30.3 萬 | <0.1% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,102 | $24.9 萬 | <0.1% | – |
| CMCSAComcast Corp | Stock | 4,809 | $24.2 萬 | <0.1% | 歷史 |
| SIVBSVB Financial Group | COM | 344 | $23.3 萬 | <0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,761 | $23.1 萬 | <0.1% | – |
| DJCODaily Journal Corp | COM | 613 | $21.9 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 580 | $21.4 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 579 | $20.8 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,231 | $20.0 萬 | <0.1% | – |