Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/12 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 195
- 較 2024 年第 2 季 +6
- 總值
- $23.7 億
- 較 2024 年第 2 季 +$1.69 億 (+7.7%)
| 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 | 523,528 | $2.76 億 | 11.6% | +2,534+0.5% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,726,546 | $2.28 億 | 9.6% | +34,650+1.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 392,321 | $2.25 億 | 9.5% | −6,833−1.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,021,393 | $1.45 億 | 6.1% | +40,520+1.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 635,043 | $1.40 億 | 5.9% | +3,101+0.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,191,849 | $1.37 億 | 5.8% | +26,961+1.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,654,420 | $1.12 億 | 4.7% | +27,194+1.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 822,952 | $8,017 萬 | 3.4% | +18,516+2.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 604,086 | $6,118 萬 | 2.6% | +6,549+1.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 100,802 | $5,814 萬 | 2.5% | +130.0% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 533,681 | $5,049 萬 | 2.1% | +10,737+2.1% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,857,256 | $4,355 萬 | 1.8% | +48,274+2.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 285,443 | $3,466 萬 | 1.5% | +4,499+1.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 142,604 | $3,323 萬 | 1.4% | −3,486−2.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 66,093 | $2,844 萬 | 1.2% | −601−0.9% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 398,342 | $2,451 萬 | 1.0% | +17,514+4.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 131,167 | $2,175 萬 | 0.9% | −142−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 35,954 | $2,058 萬 | 0.9% | +51+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 108,458 | $2,021 萬 | 0.9% | −10.0% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 159,675 | $2,015 萬 | 0.8% | +1,610+1.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 88,047 | $1,857 萬 | 0.8% | −3,001−3.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 62,960 | $1,731 萬 | 0.7% | −243−0.4% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 339,944 | $1,725 萬 | 0.7% | +131,801+63.3% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 163,342 | $1,664 萬 | 0.7% | −352−0.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 303,848 | $1,605 萬 | 0.7% | −7,476−2.4% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 341,818 | $1,568 萬 | 0.7% | −4,818−1.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 293,288 | $1,488 萬 | 0.6% | +130,407+80.1% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 290,682 | $1,447 萬 | 0.6% | +290,682 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 122,849 | $1,335 萬 | 0.6% | −7,724−5.9% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 298,751 | $1,249 萬 | 0.5% | +3,217+1.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 206,140 | $1,217 萬 | 0.5% | −2,170−1.0% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 40,195 | $1,100 萬 | 0.5% | +244+0.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 92,590 | $1,088 萬 | 0.5% | −2,126−2.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 16,718 | $1,056 萬 | 0.4% | −512−3.0% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 48,820 | $1,025 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 19,054 | $986.6 萬 | 0.4% | −58−0.3% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 110,257 | $928.0 萬 | 0.4% | +1,443+1.3% | 加碼 | – |
| CVXChevron Corp | Stock | 61,996 | $913.0 萬 | 0.4% | +204+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 56,305 | $912.5 萬 | 0.4% | −496−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 38,273 | $907.9 萬 | 0.4% | −2,441−6.0% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 52,103 | $902.4 萬 | 0.4% | +244+0.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 34,756 | $887.4 萬 | 0.4% | −864−2.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 9,297 | $882.7 萬 | 0.4% | −71−0.8% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 39,724 | $876.5 萬 | 0.4% | −714−1.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 23,947 | $865.1 萬 | 0.4% | −94−0.4% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 162,208 | $859.4 萬 | 0.4% | −8,739−5.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,121 | $847.4 萬 | 0.4% | −140.0% | 減碼 | – |
| ADSKAutodesk, Inc. | COM | 30,196 | $831.8 萬 | 0.4% | +66+0.2% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 111,128 | $775.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,628 | $764.4 萬 | 0.3% | +167+2.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 36,696 | $758.5 萬 | 0.3% | +112+0.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 27,135 | $754.4 萬 | 0.3% | −275−1.0% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 52,312 | $746.6 萬 | 0.3% | −800−1.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 21,702 | $741.8 萬 | 0.3% | +140+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 64,753 | $738.3 萬 | 0.3% | −2,895−4.3% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 97,653 | $719.4 萬 | 0.3% | −2,183−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,251 | $715.0 萬 | 0.3% | −90−0.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,238 | $697.2 萬 | 0.3% | −45−0.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 19,614 | $693.3 萬 | 0.3% | +12,021+158.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 33,391 | $693.2 萬 | 0.3% | −258−0.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 69,600 | $669.5 萬 | 0.3% | +497+0.7% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 115,108 | $658.6 萬 | 0.3% | −937−0.8% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 1,522 | $641.1 萬 | 0.3% | −14−0.9% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 59,168 | $607.1 萬 | 0.3% | −1,118−1.9% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 111,282 | $594.8 萬 | 0.3% | −1,563−1.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,430 | $560.7 萬 | 0.2% | −500−2.3% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 153,125 | $557.5 萬 | 0.2% | +3,349+2.2% | 加碼 | – |
| ETNEaton Corp plc | Stock | 16,685 | $553.0 萬 | 0.2% | +16,685 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 40,454 | $510.9 萬 | 0.2% | +887+2.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 37,411 | $510.1 萬 | 0.2% | −625−1.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 29,097 | $477.4 萬 | 0.2% | +707+2.5% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 98,107 | $476.7 萬 | 0.2% | +20.0% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 39,577 | $473.1 萬 | 0.2% | −312−0.8% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 75,341 | $468.6 萬 | 0.2% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 23,531 | $459.8 萬 | 0.2% | +303+1.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 18,734 | $435.7 萬 | 0.2% | +466+2.6% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,596 | $424.3 萬 | 0.2% | −389−1.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 54,002 | $366.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 68,836 | $351.9 萬 | 0.1% | −296−0.4% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 10,801 | $339.6 萬 | 0.1% | +161+1.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,251 | $333.7 萬 | 0.1% | −57−0.8% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,162 | $332.0 萬 | 0.1% | +10.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,779 | $330.9 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 3,678 | $326.1 萬 | 0.1% | −342−8.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,684 | $312.4 萬 | 0.1% | −1,413−7.0% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 65,143 | $267.9 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 6,544 | $265.1 萬 | 0.1% | +19+0.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 26,160 | $260.8 萬 | 0.1% | −461−1.7% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,836 | $250.9 萬 | 0.1% | +219+2.5% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,843 | $228.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 8,010 | $210.9 萬 | 0.1% | −6,619−45.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 16,672 | $209.4 萬 | 0.1% | −487−2.8% | 減碼 | – |
| PGRProgressive Corp | Stock | 7,974 | $202.3 萬 | 0.1% | +137+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,142 | $200.9 萬 | 0.1% | −48−0.3% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 30,269 | $190.7 萬 | 0.1% | −1,755−5.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,092 | $160.3 萬 | 0.1% | −50−0.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,719 | $159.0 萬 | 0.1% | +309+12.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,435 | $156.7 萬 | 0.1% | +10.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,471 | $146.1 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 7,261 | $143.4 萬 | 0.1% | +882+13.8% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BABoeing Co | Stock | 36,032 | $655.8 萬 | 0.3% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 15,659 | $402.9 萬 | 0.2% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,765 | $71.3 萬 | <0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,294 | $34.4 萬 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,411 | $26.4 萬 | <0.1% | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 669 | $20.9 萬 | <0.1% | – |