Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 154
- 較 2022 年第 2 季 0
- 總值
- $15.9 億
- 較 2022 年第 2 季 −$1.67 億 (−9.5%)
| 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 | 718,045 | $2.56 億 | 16.1% | −12,549−1.7% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,728,439 | $1.53 億 | 9.6% | +237,595+9.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 383,222 | $1.26 億 | 7.9% | +4,047+1.1% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,537,211 | $9,625 萬 | 6.1% | −41,895−2.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 580,167 | $9,568 萬 | 6.0% | +34,632+6.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,503,445 | $9,135 萬 | 5.8% | −20,925−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 333,527 | $7,313 萬 | 4.6% | −10,690−3.1% | 減碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 797,868 | $5,022 萬 | 3.2% | −6,413−0.8% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 392,341 | $4,028 萬 | 2.5% | +13,003+3.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 339,553 | $3,271 萬 | 2.1% | +146,416+75.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 87,986 | $3,156 萬 | 2.0% | +7,579+9.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 388,133 | $3,112 萬 | 2.0% | −5,599−1.4% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 395,801 | $2,908 萬 | 1.8% | +24,126+6.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 260,029 | $2,487 萬 | 1.6% | +117,969+83.0% | 加碼依 20 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 157,417 | $2,176 萬 | 1.4% | −3,057−1.9% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 319,008 | $1,595 萬 | 1.0% | +29,424+10.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 64,888 | $1,511 萬 | 1.0% | −1,195−1.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 116,531 | $1,317 萬 | 0.8% | −800−0.7% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 239,052 | $1,199 萬 | 0.8% | +10,407+4.6% | 加碼 | – |
| VVisa Inc. | Stock | 66,586 | $1,183 萬 | 0.7% | −3,152−4.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 73,432 | $1,177 萬 | 0.7% | −2,323−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 101,820 | $979.0 萬 | 0.6% | +84,640+492.7% | 加碼依 20 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 92,224 | $963.7 萬 | 0.6% | −696−0.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 55,923 | $913.6 萬 | 0.6% | −812−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 62,357 | $895.9 萬 | 0.6% | −1,047−1.7% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 107,963 | $857.3 萬 | 0.5% | +14,097+15.0% | 加碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 172,072 | $847.6 萬 | 0.5% | +8,809+5.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 226,261 | $822.7 萬 | 0.5% | −309,422−57.8% | 減碼 | – |
| DHRDanaher Corp | Stock | 31,107 | $803.5 萬 | 0.5% | −777−2.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 44,786 | $793.3 萬 | 0.5% | −949−2.1% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,737 | $778.4 萬 | 0.5% | −131−2.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 40,282 | $732.6 萬 | 0.5% | −859−2.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 75,507 | $720.1 萬 | 0.5% | −2,429−3.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,599 | $689.3 萬 | 0.4% | −857−1.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 108,193 | $672.1 萬 | 0.4% | −2,306−2.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 68,378 | $661.6 萬 | 0.4% | −935−1.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 40,795 | $659.0 萬 | 0.4% | −751−1.8% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 26,295 | $637.1 萬 | 0.4% | −344−1.3% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 205,615 | $630.6 萬 | 0.4% | −5,825−2.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 61,260 | $628.4 萬 | 0.4% | −95,337−60.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 36,288 | $605.9 萬 | 0.4% | −407−1.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 41,934 | $603.2 萬 | 0.4% | −72−0.2% | 減碼 | 歷史 |
| HSYHershey Co | COM | 27,111 | $597.7 萬 | 0.4% | −853−3.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 21,578 | $593.8 萬 | 0.4% | +20,826+2,769.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,026 | $583.2 萬 | 0.4% | +1,030+3.4% | 加碼 | – |
| ECLEcolab Inc. | Stock | 39,998 | $577.6 萬 | 0.4% | −518−1.3% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 103,546 | $567.7 萬 | 0.4% | −2,966−2.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,472 | $555.0 萬 | 0.3% | −21,410−39.7% | 減碼 | – |
| SYKStryker Corp | Stock | 27,313 | $553.2 萬 | 0.3% | −938−3.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 9,866 | $542.9 萬 | 0.3% | −63−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,429 | $539.3 萬 | 0.3% | +769+1.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 57,125 | $538.9 萬 | 0.3% | −48−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,054 | $531.9 萬 | 0.3% | −598−2.9% | 減碼依 3 比 1 拆股換算 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 169,140 | $522.1 萬 | 0.3% | +8,130+5.0% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 91,495 | $513.6 萬 | 0.3% | −2,268−2.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,888 | $477.5 萬 | 0.3% | −41−0.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 39,086 | $473.3 萬 | 0.3% | −612−1.5% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 27,248 | $428.8 萬 | 0.3% | −848−3.0% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 101,539 | $406.3 萬 | 0.3% | +2,783+2.8% | 加碼 | – |
| SYYSysco Corp | Stock | 55,929 | $395.5 萬 | 0.2% | −888−1.6% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,522 | $390.3 萬 | 0.2% | −694−2.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 28,747 | $390.0 萬 | 0.2% | +514+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,630 | $388.2 萬 | 0.2% | −629−2.8% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 23,836 | $353.5 萬 | 0.2% | −717−2.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 136,821 | $352.6 萬 | 0.2% | −7,356−5.1% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 99,305 | $346.4 萬 | 0.2% | +5,258+5.6% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 15,875 | $340.8 萬 | 0.2% | −359−2.2% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 14,595 | $335.2 萬 | 0.2% | −498−3.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 77,512 | $300.9 萬 | 0.2% | +1,734+2.3% | 加碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 149,080 | $284.6 萬 | 0.2% | −23,743−13.7% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,791 | $264.8 萬 | 0.2% | −23−0.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 13,252 | $261.5 萬 | 0.2% | +94+0.7% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 91,983 | $254.5 萬 | 0.2% | −9,141−9.0% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 47,353 | $237.3 萬 | 0.1% | −1,038,278−95.6% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,994 | $237.1 萬 | 0.1% | −30.0% | 減碼 | – |
| ACNAccenture plc | Stock | 8,171 | $210.2 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 8,367 | $200.7 萬 | 0.1% | −72−0.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,147 | $195.8 萬 | 0.1% | −160−3.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 15,367 | $186.1 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 64,023 | $180.1 萬 | 0.1% | −19,154−23.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,757 | $166.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 21,246 | $165.4 萬 | 0.1% | −45−0.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,943 | $164.0 萬 | 0.1% | +26+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,185 | $160.8 萬 | 0.1% | −24−0.7% | 減碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 68,442 | $160.3 萬 | 0.1% | +68,442 | 新進 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 32,170 | $149.4 萬 | 0.1% | +32,170 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,872 | $142.0 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 7,825 | $121.0 萬 | 0.1% | −366−4.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,141 | $120.5 萬 | 0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 51,256 | $114.5 萬 | 0.1% | +51,256 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,914 | $110.1 萬 | 0.1% | −378−4.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,955 | $107.5 萬 | 0.1% | −204−2.5% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 11,597 | $104.0 萬 | 0.1% | −12,728−52.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,312 | $98.8 萬 | 0.1% | −56−0.5% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 5,983 | $97.2 萬 | 0.1% | −253−4.1% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 24,122 | $96.5 萬 | 0.1% | +109+0.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,549 | $95.6 萬 | 0.1% | −1,739−7.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 6,976 | $93.6 萬 | 0.1% | +718+11.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,501 | $93.5 萬 | 0.1% | −221−5.9% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 7,837 | $91.1 萬 | 0.1% | −8−0.1% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（10 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SHWSherwin Williams Co | COM | 27,383 | $613.1 萬 | 0.3% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 34,364 | $173.7 萬 | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 17,248 | $168.2 萬 | 0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,206 | $71.6 萬 | <0.1% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 3,703 | $39.1 萬 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,355 | $26.3 萬 | <0.1% | – |
| PMPhilip Morris International Inc. | Stock | 2,487 | $24.6 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 3,509 | $24.3 萬 | <0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,494 | $22.4 萬 | <0.1% | – |
| MCOMoodys Corp | Stock | 769 | $20.9 萬 | <0.1% | 歷史 |