Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 194
- 較 2024 年第 4 季 +6
- 總值
- $24.3 億
- 較 2024 年第 4 季 +$6,497 萬 (+2.7%)
| 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 | 502,081 | $2.58 億 | 10.6% | +15,129+3.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,825,948 | $2.31 億 | 9.5% | +96,306+3.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 366,050 | $2.05 億 | 8.4% | −5,961−1.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,257,475 | $1.47 億 | 6.1% | +57,511+1.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,253,629 | $1.31 億 | 5.4% | +54,092+2.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 643,941 | $1.28 億 | 5.3% | +10,013+1.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,709,685 | $1.12 億 | 4.6% | +46,004+2.8% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 844,384 | $7,645 萬 | 3.1% | +8,139+1.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 423,086 | $7,329 萬 | 3.0% | +8,775+2.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,075,390 | $6,388 萬 | 2.6% | +1,016,784+1,734.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 135,643 | $6,361 萬 | 2.6% | +128,702+1,854.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 632,270 | $6,254 萬 | 2.6% | −28,049−4.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 100,251 | $5,633 萬 | 2.3% | −899−0.9% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 508,647 | $4,703 萬 | 1.9% | −18,796−3.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 145,110 | $3,223 萬 | 1.3% | +2,571+1.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 238,918 | $2,589 萬 | 1.1% | −28,108−10.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 66,503 | $2,496 萬 | 1.0% | +1,543+2.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 125,435 | $2,387 萬 | 1.0% | +20,297+19.3% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 171,541 | $2,091 萬 | 0.9% | +2,873+1.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 84,110 | $2,063 萬 | 0.8% | −1,566−1.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 34,575 | $1,993 萬 | 0.8% | −679−1.9% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 387,149 | $1,963 萬 | 0.8% | +83,267+27.4% | 加碼 | – |
| VVisa Inc. | Stock | 50,968 | $1,786 萬 | 0.7% | −290−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 113,324 | $1,752 萬 | 0.7% | −14,037−11.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 323,943 | $1,647 萬 | 0.7% | −5,875−1.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 309,225 | $1,566 萬 | 0.6% | +78,480+34.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 311,846 | $1,551 萬 | 0.6% | +80,009+34.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $1,517 萬 | 0.6% | +19 | 新進 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 145,982 | $1,398 萬 | 0.6% | −7,306−4.8% | 減碼 | – |
| DOCSDoximity, Inc. | CL A | 240,301 | $1,394 萬 | 0.6% | +177,288+281.4% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 52,869 | $1,225 萬 | 0.5% | +4,049+8.3% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 314,368 | $1,207 萬 | 0.5% | +8,690+2.8% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 89,880 | $1,095 萬 | 0.5% | +439+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 62,090 | $1,039 萬 | 0.4% | +1,185+1.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 38,461 | $1,020 萬 | 0.4% | −265−0.7% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 120,388 | $983.5 萬 | 0.4% | +3,232+2.8% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 15,980 | $971.3 萬 | 0.4% | −88−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 43,606 | $967.0 萬 | 0.4% | +6,074+16.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 90,941 | $958.9 萬 | 0.4% | −37,746−29.3% | 減碼 | – |
| DASHDoorDash, Inc. | Stock | 52,212 | $954.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 123,610 | $911.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 52,831 | $900.3 萬 | 0.4% | +795+1.5% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 23,458 | $873.2 萬 | 0.4% | −76−0.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 9,226 | $873.2 萬 | 0.4% | +78+0.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 32,983 | $836.2 萬 | 0.3% | −516−1.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 49,890 | $827.4 萬 | 0.3% | −2,303−4.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 61,602 | $817.1 萬 | 0.3% | −1,753−2.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 29,701 | $797.1 萬 | 0.3% | −9,303−23.9% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 29,302 | $767.1 萬 | 0.3% | +100+0.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 32,714 | $757.4 萬 | 0.3% | +306+0.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 35,605 | $753.9 萬 | 0.3% | +71+0.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 42,485 | $725.0 萬 | 0.3% | −224−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,612 | $711.3 萬 | 0.3% | +44+0.5% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,447 | $666.6 萬 | 0.3% | −4−0.3% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 60,147 | $657.2 萬 | 0.3% | +1,247+2.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,219 | $651.9 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,593 | $648.4 萬 | 0.3% | −1,327−5.3% | 減碼 | – |
| DISWalt Disney Co | Stock | 65,000 | $641.6 萬 | 0.3% | +792+1.2% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 115,173 | $638.6 萬 | 0.3% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 122,362 | $630.8 萬 | 0.3% | −29,775−19.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 37,466 | $627.3 萬 | 0.3% | +34,316+1,089.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 19,862 | $619.8 萬 | 0.3% | +120+0.6% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 40,938 | $582.2 萬 | 0.2% | +40,938 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 131,329 | $573.9 萬 | 0.2% | −8,067−5.8% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 23,773 | $550.1 萬 | 0.2% | +337+1.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 25,651 | $525.9 萬 | 0.2% | −342−1.3% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 109,703 | $520.9 萬 | 0.2% | +7,684+7.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 19,535 | $506.3 萬 | 0.2% | −483−2.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,618 | $467.7 萬 | 0.2% | −47−0.6% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 39,577 | $460.6 萬 | 0.2% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 40,380 | $451.4 萬 | 0.2% | +1,089+2.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,553 | $450.0 萬 | 0.2% | −191−1.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,088 | $425.3 萬 | 0.2% | −7,494−40.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 28,163 | $411.6 萬 | 0.2% | +28,163 | 新進 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 48,335 | $403.6 萬 | 0.2% | +22,185+84.8% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 82,702 | $399.3 萬 | 0.2% | +900+1.1% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 112,755 | $394.1 萬 | 0.2% | +556+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,115 | $378.9 萬 | 0.2% | −273−3.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 35,607 | $371.6 萬 | 0.2% | +33,920+2,010.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 165,881 | $366.3 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 59,872 | $362.1 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 23,013 | $359.5 萬 | 0.1% | +4,806+26.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,642 | $344.5 萬 | 0.1% | −36−1.0% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,925 | $335.7 萬 | 0.1% | +6,925 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 10,663 | $327.1 萬 | 0.1% | −79−0.7% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 19,163 | $315.5 萬 | 0.1% | +1,098+6.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,881 | $313.9 萬 | 0.1% | −50−0.5% | 減碼 | – |
| ETREntergy Corp | COM | 31,861 | $272.4 萬 | 0.1% | +31,861 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 80,009 | $254.3 萬 | 0.1% | +80,009 | 新進 | – |
| HDHome Depot, Inc. | Stock | 6,691 | $245.2 萬 | 0.1% | +283+4.4% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 121,062 | $239.5 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 77,629 | $230.5 萬 | 0.1% | +77,629 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,985 | $229.6 萬 | 0.1% | +261+3.0% | 加碼 | – |
| PGRProgressive Corp | Stock | 7,942 | $224.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 42,186 | $209.3 萬 | 0.1% | −29,132−40.8% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,938 | $204.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 16,672 | $203.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 13,715 | $200.3 萬 | 0.1% | −1,077−7.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,624 | $185.8 萬 | 0.1% | −1,277−7.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,035 | $175.3 萬 | 0.1% | +939+11.6% | 加碼 | – |
2024 年第 4 季之後清倉（15 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 396,090 | $2,192 萬 | 0.9% | – |
| MDLZMondelez International, Inc. | Stock | 93,695 | $559.6 萬 | 0.2% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 32,396 | $408.5 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,484 | $247.3 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 20,099 | $242.8 萬 | 0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 13,061 | $144.4 萬 | 0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 40,815 | $53.0 萬 | <0.1% | – |
| SHOPShopify Inc. | Stock | 4,914 | $52.3 萬 | <0.1% | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 2,949 | $30.7 萬 | <0.1% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,806 | $28.4 萬 | <0.1% | – |
| SNPSSynopsys Inc | COM | 502 | $24.4 萬 | <0.1% | 歷史 |
| BRKRBruker Corp | COM | 4,012 | $23.5 萬 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 361 | $20.7 萬 | <0.1% | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 4,090 | $20.6 萬 | <0.1% | – |
| EGHT8X8 Inc | COM | 15,872 | $4.24 萬 | <0.1% | 歷史 |