Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 160
- 較 2022 年第 3 季 +6
- 總值
- $17.7 億
- 較 2022 年第 3 季 +$1.83 億 (+11.5%)
| 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 | 639,992 | $2.45 億 | 13.8% | −78,053−10.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,667,960 | $1.75 億 | 9.9% | −60,479−2.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 359,110 | $1.26 億 | 7.1% | −24,112−6.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 442,257 | $1.07 億 | 6.0% | +108,730+32.6% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,467,990 | $1.04 億 | 5.9% | −69,221−4.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 587,350 | $1.02 億 | 5.8% | +7,183+1.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,329,510 | $9,080 萬 | 5.1% | −173,935−6.9% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 597,028 | $6,225 萬 | 3.5% | +204,687+52.2% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 733,251 | $4,518 萬 | 2.6% | −64,617−8.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 454,647 | $4,410 萬 | 2.5% | +115,094+33.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 459,963 | $3,794 萬 | 2.1% | +71,830+18.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 80,835 | $3,106 萬 | 1.8% | −7,151−8.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 385,713 | $2,867 萬 | 1.6% | −10,088−2.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 161,413 | $2,097 萬 | 1.2% | +3,996+2.5% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 404,974 | $2,026 萬 | 1.1% | +85,966+26.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 65,897 | $1,580 萬 | 0.9% | +1,009+1.6% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 312,345 | $1,566 萬 | 0.9% | +73,293+30.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 354,389 | $1,487 萬 | 0.8% | +128,128+56.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 255,649 | $1,478 萬 | 0.8% | +248,110+3,291.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 378,134 | $1,433 萬 | 0.8% | +278,829+280.8% | 加碼 | – |
| VVisa Inc. | Stock | 66,477 | $1,381 萬 | 0.8% | −109−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 93,782 | $1,258 萬 | 0.7% | +1,558+1.7% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 252,006 | $1,242 萬 | 0.7% | +79,934+46.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 138,949 | $1,226 萬 | 0.7% | −121,080−46.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 71,574 | $1,123 萬 | 0.6% | −1,858−2.5% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,699 | $1,094 萬 | 0.6% | +42,439+69.3% | 加碼 | – |
| CVXChevron Corp | Stock | 60,513 | $1,086 萬 | 0.6% | −1,844−3.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 56,611 | $1,000 萬 | 0.6% | +688+1.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 118,780 | $997.8 萬 | 0.6% | +2,249+1.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,720 | $951.2 萬 | 0.5% | −17−0.4% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 282,892 | $930.1 萬 | 0.5% | +77,277+37.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 46,207 | $926.6 萬 | 0.5% | +42,737+1,231.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 106,904 | $906.0 萬 | 0.5% | −1,059−1.0% | 減碼 | – |
| CBChubb Ltd | Stock | 39,708 | $875.9 萬 | 0.5% | −574−1.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 77,999 | $856.3 萬 | 0.5% | +9,621+14.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 107,542 | $856.0 萬 | 0.5% | −651−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,199 | $836.6 萬 | 0.5% | +600+1.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 30,783 | $817.1 萬 | 0.5% | −324−1.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 36,525 | $782.7 萬 | 0.4% | +237+0.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 26,183 | $761.9 萬 | 0.4% | −112−0.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 44,998 | $756.7 萬 | 0.4% | +212+0.5% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 112,343 | $738.5 萬 | 0.4% | +20,848+22.8% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 21,701 | $730.3 萬 | 0.4% | +123+0.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 38,048 | $724.8 萬 | 0.4% | −1,038−2.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 41,470 | $720.9 萬 | 0.4% | +675+1.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 9,875 | $699.8 萬 | 0.4% | +9+0.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 104,447 | $696.1 萬 | 0.4% | +901+0.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 74,633 | $695.5 萬 | 0.4% | −874−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 47,479 | $693.9 萬 | 0.4% | +3,050+6.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,181 | $655.9 萬 | 0.4% | +1,155+3.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,552 | $652.5 萬 | 0.4% | +3,080+9.5% | 加碼 | – |
| SYKStryker Corp | Stock | 26,364 | $644.6 萬 | 0.4% | −949−3.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 186,701 | $639.3 萬 | 0.4% | +17,561+10.4% | 加碼 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 97,440 | $631.3 萬 | 0.4% | +84,989+682.6% | 加碼 | – |
| HSYHershey Co | COM | 26,046 | $603.1 萬 | 0.3% | −1,065−3.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 39,548 | $575.7 萬 | 0.3% | −450−1.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 41,400 | $548.9 萬 | 0.3% | −534−1.3% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,888 | $526.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 58,140 | $505.1 萬 | 0.3% | +1,015+1.8% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 48,391 | $481.8 萬 | 0.3% | +48,391 | 新進 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 101,539 | $462.0 萬 | 0.3% | 00.0% | 不變 | – |
| KEYSKeysight Technologies, Inc. | Stock | 26,757 | $457.7 萬 | 0.3% | −491−1.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,240 | $425.2 萬 | 0.2% | +610+2.8% | 加碼 | – |
| SYYSysco Corp | Stock | 53,910 | $412.1 萬 | 0.2% | −2,019−3.6% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 134,090 | $403.2 萬 | 0.2% | +42,107+45.8% | 加碼 | – |
| INTCIntel Corp | Stock | 134,027 | $354.2 萬 | 0.2% | −2,794−2.0% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,301 | $349.4 萬 | 0.2% | −221−0.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 15,970 | $336.2 萬 | 0.2% | +2,718+20.5% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 14,504 | $336.1 萬 | 0.2% | −91−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,207 | $325.8 萬 | 0.2% | +14,293+160.3% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 15,326 | $324.7 萬 | 0.2% | −549−3.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 77,308 | $321.7 萬 | 0.2% | −204−0.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 26,531 | $319.3 萬 | 0.2% | −2,216−7.7% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 158,772 | $315.2 萬 | 0.2% | +9,692+6.5% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 20,691 | $303.2 萬 | 0.2% | −3,145−13.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,687 | $302.0 萬 | 0.2% | +11,711+167.9% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 126,575 | $293.3 萬 | 0.2% | +109,653+648.0% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,168 | $268.5 萬 | 0.2% | −623−4.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,994 | $252.8 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 20,517 | $252.7 萬 | 0.1% | +463+2.3% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 43,777 | $224.9 萬 | 0.1% | −3,576−7.6% | 減碼 | – |
| ACNAccenture plc | Stock | 8,123 | $216.8 萬 | 0.1% | −48−0.6% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 8,520 | $209.8 萬 | 0.1% | +153+1.8% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 64,256 | $207.0 萬 | 0.1% | +233+0.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,406 | $202.3 萬 | 0.1% | +463+7.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,879 | $202.1 萬 | 0.1% | −488−3.2% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,893 | $198.1 萬 | 0.1% | +10,296+88.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,139 | $189.0 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 21,246 | $180.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,815 | $166.5 萬 | 0.1% | +58+0.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,031 | $160.7 萬 | 0.1% | −154−4.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,108 | $151.8 萬 | 0.1% | −84,712−83.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,939 | $148.9 萬 | 0.1% | +67+1.0% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 41,156 | $140.7 萬 | 0.1% | +14,245+52.9% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 16,441 | $139.1 萬 | 0.1% | +11,443+229.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,133 | $127.7 萬 | 0.1% | +632+18.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,024 | $109.7 萬 | 0.1% | −1,098−4.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,709 | $108.4 萬 | 0.1% | −1,432−14.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,087 | $107.6 萬 | 0.1% | −868−10.9% | 減碼 | – |
| PGRProgressive Corp | Stock | 7,837 | $101.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（4 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 6,181 | $29.5 萬 | <0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,025 | $27.4 萬 | <0.1% | – |
| LLAPTerran Orbital Corp | COM | 40,000 | $7.10 萬 | <0.1% | 歷史 |
| REALTheRealReal, Inc. | COM | 13,125 | $2.00 萬 | <0.1% | 歷史 |