Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/9 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 161
- 較 2023 年第 3 季 +9
- 總值
- $20.8 億
- 較 2023 年第 3 季 +$2.63 億 (+14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 542,662 | $2.37 億 | 11.4% | +108,111+24.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,685,397 | $2.02 億 | 9.7% | +5,023+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 423,031 | $2.01 億 | 9.7% | −289,330−40.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 629,485 | $1.26 億 | 6.1% | +4,006+0.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 442,978 | $1.23 億 | 5.9% | +1,875+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,906,600 | $1.19 億 | 5.8% | −46,641−1.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,510,570 | $8,444 萬 | 4.1% | +1,510,570 | 新進 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,216,508 | $7,485 萬 | 3.6% | +558,130+84.8% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 744,109 | $6,575 萬 | 3.2% | −149,153−16.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 573,397 | $5,691 萬 | 2.7% | +8,021+1.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 103,171 | $4,928 萬 | 2.4% | +9,863+10.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 283,715 | $3,076 萬 | 1.5% | +222,503+363.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 153,413 | $2,954 萬 | 1.4% | −3,860−2.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 62,958 | $2,367 萬 | 1.1% | −159−0.3% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,014,046 | $2,336 萬 | 1.1% | −186,579−15.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 153,847 | $2,149 萬 | 1.0% | −5,614−3.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 233,659 | $1,785 萬 | 0.9% | −7,692−3.2% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 165,239 | $1,734 萬 | 0.8% | +2,513+1.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 113,680 | $1,727 萬 | 0.8% | −1,089−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 71,028 | $1,717 萬 | 0.8% | +62,517+734.5% | 加碼 | – |
| VVisa Inc. | Stock | 62,319 | $1,622 萬 | 0.8% | −526−0.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 338,694 | $1,622 萬 | 0.8% | +3,377+1.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 31,655 | $1,568 萬 | 0.8% | −135−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 91,849 | $1,562 萬 | 0.8% | −324−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 42,430 | $1,502 萬 | 0.7% | −393−0.9% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 255,897 | $1,493 萬 | 0.7% | −4,218−1.6% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 159,931 | $1,462 萬 | 0.7% | +149,519+1,436.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 361,778 | $1,455 萬 | 0.7% | +41,403+12.9% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 259,617 | $1,371 萬 | 0.7% | +242,119+1,383.7% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 19,780 | $1,180 萬 | 0.6% | −955−4.6% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 298,431 | $1,134 萬 | 0.5% | +12,736+4.5% | 加碼 | – |
| WMWaste Management Inc | Stock | 60,178 | $1,078 萬 | 0.5% | −107−0.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 38,727 | $1,019 萬 | 0.5% | −547−1.4% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 200,301 | $1,009 萬 | 0.5% | −8,398−4.0% | 減碼 | – |
| BABoeing Co | Stock | 37,788 | $985.0 萬 | 0.5% | +248+0.7% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 45,309 | $954.2 萬 | 0.5% | −139−0.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 98,643 | $925.4 萬 | 0.4% | +400.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 61,739 | $920.9 萬 | 0.4% | +169+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 58,702 | $920.1 萬 | 0.4% | +405+0.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 19,351 | $891.5 萬 | 0.4% | −508−2.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 56,124 | $822.4 萬 | 0.4% | +672+1.2% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 108,864 | $822.4 萬 | 0.4% | −1,354−1.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 37,644 | $803.1 萬 | 0.4% | +7,827+26.3% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 9,813 | $796.7 萬 | 0.4% | −71−0.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 26,495 | $793.4 萬 | 0.4% | +251+1.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 36,726 | $770.2 萬 | 0.4% | +110+0.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 69,171 | $761.4 萬 | 0.4% | +550+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,676 | $760.2 萬 | 0.4% | +1,598+5.1% | 加碼 | – |
| ECLEcolab Inc. | Stock | 37,604 | $745.9 萬 | 0.4% | −224−0.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 102,923 | $745.5 萬 | 0.4% | +1,585+1.6% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 29,568 | $719.9 萬 | 0.3% | −530−1.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 30,674 | $709.6 萬 | 0.3% | +52+0.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 21,438 | $632.2 萬 | 0.3% | +149+0.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 39,794 | $625.7 萬 | 0.3% | −486−1.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 78,392 | $619.0 萬 | 0.3% | −1,989−2.5% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,876 | $602.6 萬 | 0.3% | −12−0.1% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 116,329 | $593.9 萬 | 0.3% | +116,329 | 新進 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 116,045 | $592.3 萬 | 0.3% | +8,432+7.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 23,445 | $582.6 萬 | 0.3% | −309−1.3% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 115,544 | $580.4 萬 | 0.3% | −11,523−9.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,693 | $562.1 萬 | 0.3% | +1,433+6.4% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 1,570 | $556.9 萬 | 0.3% | +38+2.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 60,219 | $543.7 萬 | 0.3% | −1,475−2.4% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 49,416 | $488.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 59,810 | $485.8 萬 | 0.2% | +59,810 | 新進 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 145,988 | $468.0 萬 | 0.2% | +2,067+1.4% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 111,986 | $463.5 萬 | 0.2% | +111,986 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 23,102 | $456.0 萬 | 0.2% | +219+1.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 46,018 | $455.0 萬 | 0.2% | −310,237−87.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 73,813 | $437.9 萬 | 0.2% | +73,813 | 新進 | – |
| HSYHershey Co | COM | 23,181 | $432.2 萬 | 0.2% | +296+1.3% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 26,895 | $427.9 萬 | 0.2% | +27+0.1% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,309 | $397.9 萬 | 0.2% | −115−0.5% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 39,045 | $397.4 萬 | 0.2% | −5,353−12.1% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,563 | $392.5 萬 | 0.2% | +8,946+135.2% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 75,604 | $391.9 萬 | 0.2% | −287−0.4% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 15,743 | $380.6 萬 | 0.2% | −17−0.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 15,153 | $327.1 萬 | 0.2% | −503−3.2% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 11,221 | $307.2 萬 | 0.1% | +20.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 54,130 | $305.3 萬 | 0.1% | −1,864−3.3% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,487 | $301.2 萬 | 0.1% | −217−1.9% | 減碼 | – |
| ACNAccenture plc | Stock | 8,123 | $285.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 164,681 | $256.4 萬 | 0.1% | −14,811−8.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,810 | $251.5 萬 | 0.1% | −19−0.5% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 64,256 | $237.5 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 6,709 | $232.5 萬 | 0.1% | +164+2.5% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 47,557 | $227.0 萬 | 0.1% | +39,497+490.0% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 24,043 | $222.3 萬 | 0.1% | +24,043 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 15,081 | $212.5 萬 | 0.1% | +707+4.9% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,794 | $201.8 萬 | 0.1% | −77−0.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,271 | $188.0 萬 | 0.1% | +705+15.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,895 | $152.4 萬 | 0.1% | −24−0.8% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 28,677 | $147.0 萬 | 0.1% | +28,677 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,046 | $135.6 萬 | 0.1% | −46−0.6% | 減碼 | – |
| PGRProgressive Corp | Stock | 7,837 | $124.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 8,433 | $114.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,592 | $112.3 萬 | 0.1% | −266−3.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,108 | $111.1 萬 | 0.1% | +5,317+91.8% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 18,547 | $104.1 萬 | 0.1% | −1,065−5.4% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,595 | $94.4 萬 | <0.1% | +6,489+158.0% | 加碼 | – |
2023 年第 3 季之後清倉（8 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALBAlbemarle Corp | Stock | 19,878 | $338.0 萬 | 0.2% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 26,816 | $322.2 萬 | 0.2% | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 31,818 | $110.8 萬 | 0.1% | – |
| VLTOVeralto Corp | Stock | 10,119 | $85.6 萬 | <0.1% | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 4,551 | $28.9 萬 | <0.1% | – |
| PFEPfizer Inc | Stock | 7,572 | $25.1 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 413 | $20.0 萬 | <0.1% | 歷史 |
| TBCHTurtle Beach Corp | COM NEW | 20,962 | $19.0 萬 | <0.1% | 歷史 |