Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 155
- 較 2022 年第 4 季 −5
- 總值
- $18.6 億
- 較 2022 年第 4 季 +$9,173 萬 (+5.2%)
| 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 | 636,439 | $2.61 億 | 14.0% | −3,553−0.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,665,626 | $1.91 億 | 10.2% | −2,334−0.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 359,898 | $1.35 億 | 7.3% | +788+0.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 440,711 | $1.10 億 | 5.9% | −1,546−0.3% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,490,895 | $1.10 億 | 5.9% | +22,905+1.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 596,527 | $1.06 億 | 5.7% | +9,177+1.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,392,270 | $9,665 萬 | 5.2% | +62,760+2.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 820,061 | $6,810 萬 | 3.7% | +360,098+78.3% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 599,428 | $6,275 萬 | 3.4% | +2,400+0.4% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 824,141 | $5,399 萬 | 2.9% | +90,890+12.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 483,074 | $4,813 萬 | 2.6% | +28,427+6.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 80,173 | $3,296 萬 | 1.8% | −662−0.8% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 390,516 | $2,997 萬 | 1.6% | +4,803+1.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 161,682 | $2,666 萬 | 1.4% | +269+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 65,789 | $1,897 萬 | 1.0% | −108−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 159,769 | $1,657 萬 | 0.9% | +20,820+15.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 270,424 | $1,583 萬 | 0.8% | +14,775+5.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 337,090 | $1,523 萬 | 0.8% | −17,299−4.9% | 減碼 | – |
| VVisa Inc. | Stock | 65,691 | $1,481 萬 | 0.8% | −786−1.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 341,005 | $1,346 萬 | 0.7% | −37,129−9.8% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 253,163 | $1,272 萬 | 0.7% | −151,811−37.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 44,963 | $1,249 萬 | 0.7% | −2,516−5.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 119,499 | $1,234 萬 | 0.7% | +719+0.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 93,350 | $1,216 萬 | 0.7% | −432−0.5% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,559 | $1,209 萬 | 0.6% | −161−3.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 70,954 | $1,158 萬 | 0.6% | −620−0.9% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 202,710 | $1,020 萬 | 0.5% | −109,635−35.1% | 減碼 | – |
| CVXChevron Corp | Stock | 60,703 | $990.4 萬 | 0.5% | +190+0.3% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 106,914 | $967.0 萬 | 0.5% | +100.0% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 283,982 | $965.3 萬 | 0.5% | +1,090+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 57,101 | $885.1 萬 | 0.5% | +490+0.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 44,935 | $860.6 萬 | 0.5% | −63−0.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 21,727 | $837.3 萬 | 0.4% | +26+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,679 | $827.9 萬 | 0.4% | +480+0.9% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 24,441 | $821.5 萬 | 0.4% | −1,742−6.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 40,906 | $817.2 萬 | 0.4% | −494−1.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 103,726 | $812.8 萬 | 0.4% | −3,816−3.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 38,128 | $810.0 萬 | 0.4% | +80+0.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 41,311 | $801.4 萬 | 0.4% | −159−0.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 78,627 | $796.2 萬 | 0.4% | +628+0.8% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 109,628 | $787.6 萬 | 0.4% | −2,715−2.4% | 減碼 | – |
| CBChubb Ltd | Stock | 39,965 | $776.0 萬 | 0.4% | +257+0.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 30,436 | $767.1 萬 | 0.4% | −347−1.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 26,644 | $760.6 萬 | 0.4% | +280+1.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 104,526 | $728.8 萬 | 0.4% | +79+0.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 36,785 | $703.0 萬 | 0.4% | +260+0.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 40,158 | $664.7 萬 | 0.4% | +610+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,232 | $658.7 萬 | 0.4% | −949−2.9% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 9,788 | $654.9 萬 | 0.4% | −87−0.9% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 191,655 | $653.0 萬 | 0.4% | +4,954+2.7% | 加碼 | – |
| HSYHershey Co | COM | 24,976 | $635.4 萬 | 0.3% | −1,070−4.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 29,254 | $620.0 萬 | 0.3% | +2,723+10.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 60,011 | $600.9 萬 | 0.3% | +1,871+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 30,850 | $584.8 萬 | 0.3% | −4,702−13.2% | 減碼 | – |
| CVSCVS Health Corp | Stock | 76,424 | $567.9 萬 | 0.3% | +1,791+2.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,888 | $545.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 101,539 | $495.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,834 | $483.0 萬 | 0.3% | −58,865−56.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 22,689 | $470.7 萬 | 0.3% | +2,172+10.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,057 | $450.2 萬 | 0.2% | −183−0.8% | 減碼 | – |
| ALBAlbemarle Corp | Stock | 19,798 | $437.6 萬 | 0.2% | +19,798 | 新進 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 136,069 | $428.3 萬 | 0.2% | +1,979+1.5% | 加碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 25,900 | $418.2 萬 | 0.2% | −857−3.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 53,316 | $411.8 萬 | 0.2% | −594−1.1% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 22,601 | $376.2 萬 | 0.2% | +1,910+9.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,036 | $363.0 萬 | 0.2% | −265−1.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 77,308 | $343.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 166,899 | $330.1 萬 | 0.2% | +8,127+5.1% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 14,595 | $329.7 萬 | 0.2% | +91+0.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 15,482 | $316.4 萬 | 0.2% | +156+1.0% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 49,416 | $314.1 萬 | 0.2% | +49,416 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,755 | $298.9 萬 | 0.2% | +68+0.4% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,153 | $286.1 萬 | 0.2% | −15−0.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,994 | $270.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,015 | $248.1 萬 | 0.1% | −4,955−31.0% | 減碼 | – |
| ACNAccenture plc | Stock | 8,286 | $236.8 萬 | 0.1% | +163+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,615 | $229.7 萬 | 0.1% | −35,592−77.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 64,256 | $223.6 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 4,105 | $204.0 萬 | 0.1% | −34−0.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,822 | $201.3 萬 | 0.1% | +416+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,844 | $195.7 萬 | 0.1% | +29+0.4% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 21,246 | $193.7 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,879 | $192.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 27,976 | $189.9 萬 | 0.1% | −69,464−71.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 17,644 | $183.5 萬 | 0.1% | +536+3.1% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 8,433 | $177.5 萬 | 0.1% | −87−1.0% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 16,241 | $172.8 萬 | 0.1% | −32,150−66.4% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,872 | $155.9 萬 | 0.1% | −67−1.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,763 | $147.1 萬 | 0.1% | +630+15.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,031 | $143.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,973 | $130.5 萬 | 0.1% | +1,949+8.5% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 24,031 | $125.6 萬 | 0.1% | −19,746−45.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,102 | $122.3 萬 | 0.1% | −607−7.0% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,339 | $114.5 萬 | 0.1% | −8,817−21.4% | 減碼 | – |
| PGRProgressive Corp | Stock | 7,837 | $112.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 43,471 | $107.8 萬 | 0.1% | −83,104−65.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,946 | $107.0 萬 | 0.1% | −141−2.0% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 19,867 | $106.2 萬 | 0.1% | +30.0% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 5,423 | $101.4 萬 | 0.1% | −14−0.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,059 | $97.5 萬 | 0.1% | −16,148−69.6% | 減碼 | – |
2022 年第 4 季之後清倉（12 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 252,006 | $1,242 萬 | 0.7% | – |
| INTCIntel Corp | Stock | 134,027 | $354.2 萬 | 0.2% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,893 | $198.1 萬 | 0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,824 | $88.8 萬 | 0.1% | – |
| HOODRobinhood Markets, Inc. | Stock | 98,320 | $80.0 萬 | <0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 7,820 | $61.9 萬 | <0.1% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,858 | $57.7 萬 | <0.1% | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 15,209 | $38.7 萬 | <0.1% | – |
| VZVerizon Communications Inc | Stock | 6,315 | $24.9 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,725 | $20.4 萬 | <0.1% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 16,990 | $12.4 萬 | <0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,648 | $6.84 萬 | <0.1% | 歷史 |