Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 188
- 較 2024 年第 3 季 −7
- 總值
- $23.6 億
- 較 2024 年第 3 季 −$883.1 萬 (−0.4%)
| 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 | 486,952 | $2.62 億 | 11.1% | −36,576−7.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 372,011 | $2.18 億 | 9.2% | −20,310−5.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,729,642 | $2.06 億 | 8.7% | +3,096+0.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,199,964 | $1.41 億 | 6.0% | +178,571+5.9% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 633,928 | $1.40 億 | 5.9% | −1,115−0.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,199,537 | $1.37 億 | 5.8% | +7,688+0.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,663,681 | $1.15 億 | 4.9% | +9,261+0.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 836,245 | $7,449 萬 | 3.2% | +13,293+1.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 414,311 | $7,260 萬 | 3.1% | +414,311 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 660,319 | $6,398 萬 | 2.7% | +56,233+9.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 101,150 | $5,954 萬 | 2.5% | +348+0.3% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 527,443 | $4,769 萬 | 2.0% | −6,238−1.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 267,026 | $3,586 萬 | 1.5% | −18,417−6.5% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,558,773 | $3,582 萬 | 1.5% | −298,483−16.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 142,539 | $3,569 萬 | 1.5% | −650.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 64,960 | $2,738 萬 | 1.2% | −1,133−1.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 127,361 | $2,411 萬 | 1.0% | −3,806−2.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 105,138 | $2,307 萬 | 1.0% | −3,320−3.1% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 396,090 | $2,192 萬 | 0.9% | −2,252−0.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 168,668 | $2,173 萬 | 0.9% | +8,993+5.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 35,254 | $2,064 萬 | 0.9% | −700−1.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 85,676 | $2,054 萬 | 0.9% | −2,371−2.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 51,258 | $1,620 萬 | 0.7% | −11,702−18.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 329,818 | $1,577 萬 | 0.7% | +25,970+8.5% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 303,882 | $1,532 萬 | 0.6% | −36,062−10.6% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 153,288 | $1,426 萬 | 0.6% | −10,054−6.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 128,687 | $1,371 萬 | 0.6% | +5,838+4.8% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 39,004 | $1,304 萬 | 0.6% | −1,191−3.0% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 305,678 | $1,285 萬 | 0.5% | +6,927+2.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 214,246 | $1,246 萬 | 0.5% | +8,106+3.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 230,745 | $1,162 萬 | 0.5% | −62,543−21.3% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 231,837 | $1,149 萬 | 0.5% | −58,845−20.2% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 89,441 | $1,081 萬 | 0.5% | −3,149−3.4% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 48,820 | $1,026 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 16,068 | $1,022 萬 | 0.4% | −650−3.9% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 123,610 | $1,009 萬 | 0.4% | +12,482+11.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 9,148 | $937.8 萬 | 0.4% | −149−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 37,532 | $901.8 萬 | 0.4% | −741−1.9% | 減碼 | – |
| CMECME Group Inc. | COM | 38,726 | $899.3 萬 | 0.4% | −998−2.5% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 117,156 | $892.0 萬 | 0.4% | +6,899+6.3% | 加碼 | – |
| CVXChevron Corp | Stock | 60,905 | $882.1 萬 | 0.4% | −1,091−1.8% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 52,212 | $875.9 萬 | 0.4% | −100−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 52,036 | $872.4 萬 | 0.4% | −67−0.1% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 29,202 | $863.1 萬 | 0.4% | −994−3.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 23,534 | $847.3 萬 | 0.4% | −413−1.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 18,582 | $826.3 萬 | 0.3% | −472−2.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,018 | $808.4 萬 | 0.3% | −1,412−6.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 35,534 | $802.7 萬 | 0.3% | −1,162−3.2% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 152,137 | $787.0 萬 | 0.3% | −10,071−6.2% | 減碼 | – |
| ECLEcolab Inc. | Stock | 33,499 | $784.9 萬 | 0.3% | −1,257−3.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 42,709 | $777.1 萬 | 0.3% | −695−1.6% | 減碼依 2 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 52,193 | $754.8 萬 | 0.3% | −4,112−7.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 24,920 | $722.2 萬 | 0.3% | −331−1.3% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 1,451 | $720.9 萬 | 0.3% | −71−4.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 63,355 | $716.6 萬 | 0.3% | −1,398−2.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 64,208 | $715.0 萬 | 0.3% | −5,392−7.7% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,221 | $696.1 萬 | 0.3% | −17−0.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 19,742 | $694.5 萬 | 0.3% | +128+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,568 | $661.5 萬 | 0.3% | −60−0.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 32,408 | $654.0 萬 | 0.3% | −983−2.9% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 115,173 | $600.7 萬 | 0.3% | +65+0.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 25,993 | $596.7 萬 | 0.3% | −1,142−4.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 139,396 | $583.0 萬 | 0.2% | −202,422−59.2% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 93,695 | $559.6 萬 | 0.2% | −3,958−4.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,744 | $555.7 萬 | 0.2% | +59+0.4% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 58,900 | $543.2 萬 | 0.2% | −268−0.5% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,436 | $503.6 萬 | 0.2% | −160−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,665 | $481.7 萬 | 0.2% | +6,655+658.9% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 102,019 | $473.8 萬 | 0.2% | +3,912+4.0% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 39,577 | $465.0 萬 | 0.2% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 39,291 | $415.3 萬 | 0.2% | −1,163−2.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 32,396 | $408.5 萬 | 0.2% | −5,015−13.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 165,881 | $384.5 萬 | 0.2% | +3,875+2.4% | 加碼依 3 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 59,872 | $381.7 萬 | 0.2% | −15,469−20.5% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 112,199 | $374.6 萬 | 0.2% | −40,926−26.7% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 71,318 | $357.5 萬 | 0.2% | +2,482+3.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,941 | $354.8 萬 | 0.2% | +162+2.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 18,207 | $346.7 萬 | 0.1% | −477−2.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 10,742 | $346.1 萬 | 0.1% | −59−0.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 58,606 | $339.9 萬 | 0.1% | +42,315+259.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,678 | $337.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOCSDoximity, Inc. | CL A | 63,013 | $336.4 萬 | 0.1% | +63,013 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,388 | $334.9 萬 | 0.1% | +137+1.9% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,931 | $331.9 萬 | 0.1% | −231−2.3% | 減碼 | – |
| NEMNEWMONT Corp | Stock | 81,802 | $304.5 萬 | 0.1% | −29,480−26.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 18,065 | $294.3 萬 | 0.1% | −5,466−23.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,724 | $251.1 萬 | 0.1% | −112−1.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,408 | $249.2 萬 | 0.1% | −136−2.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,484 | $247.3 萬 | 0.1% | −5,250−28.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 20,099 | $242.8 萬 | 0.1% | −8,998−30.9% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 26,150 | $225.3 萬 | 0.1% | +26,150 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 121,062 | $224.0 萬 | 0.1% | −9,224−7.1% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 16,672 | $214.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,938 | $214.1 萬 | 0.1% | −72−0.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,792 | $203.5 萬 | 0.1% | −51−0.3% | 減碼 | – |
| PGRProgressive Corp | Stock | 7,942 | $190.3 萬 | 0.1% | −32−0.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,901 | $181.8 萬 | 0.1% | −241−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,435 | $163.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,096 | $158.5 萬 | 0.1% | +40.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,394 | $148.7 萬 | 0.1% | −77−1.2% | 減碼 | – |
2024 年第 3 季之後清倉（15 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ELEstee Lauder Companies Inc | CL A | 26,160 | $260.8 萬 | 0.1% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 8,123 | $81.8 萬 | <0.1% | – |
| DGDollar General Corp | COM | 8,367 | $70.8 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,251 | $49.1 萬 | <0.1% | – |
| ALGNAlign Technology Inc | COM | 943 | $24.0 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 377 | $23.3 萬 | <0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 707 | $22.8 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 2,745 | $22.4 萬 | <0.1% | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,082 | $22.2 萬 | <0.1% | – |
| ORealty Income Corp | REIT | 3,482 | $22.1 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 1,830 | $21.8 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,336 | $21.6 萬 | <0.1% | – |
| COPConocoPhillips | Stock | 2,019 | $21.3 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 2,661 | $20.8 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 2,869 | $20.5 萬 | <0.1% | 歷史 |