Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 202
- 較 2025 年第 1 季 +8
- 總值
- $26.9 億
- 較 2025 年第 1 季 +$2.66 億 (+11.0%)
| 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 | 531,012 | $3.02 億 | 11.2% | +28,931+5.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,810,427 | $2.51 億 | 9.3% | −15,521−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 364,378 | $2.25 億 | 8.4% | −1,672−0.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,182,811 | $1.57 億 | 5.8% | −74,664−2.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,268,824 | $1.41 億 | 5.2% | +15,195+0.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 609,174 | $1.31 億 | 4.9% | −34,767−5.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,704,384 | $1.24 億 | 4.6% | −5,301−0.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 307,165 | $8,507 萬 | 3.2% | +302,050+5,905.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 856,608 | $7,629 萬 | 2.8% | +12,224+1.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 133,381 | $7,358 萬 | 2.7% | −2,262−1.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,110,253 | $6,640 萬 | 2.5% | +34,863+3.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 647,256 | $6,421 萬 | 2.4% | +14,986+2.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 83,408 | $5,179 萬 | 1.9% | −16,843−16.8% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 995,869 | $5,050 萬 | 1.9% | +608,720+157.2% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 531,018 | $4,895 萬 | 1.8% | +22,371+4.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 242,148 | $3,826 萬 | 1.4% | +3,230+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 67,789 | $3,372 萬 | 1.3% | +1,286+1.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 146,724 | $3,010 萬 | 1.1% | +1,614+1.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 127,244 | $2,792 萬 | 1.0% | +1,809+1.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 34,616 | $2,555 萬 | 0.9% | +41+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 84,667 | $2,455 萬 | 0.9% | +557+0.7% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 169,381 | $2,292 萬 | 0.9% | −2,160−1.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 116,913 | $2,060 萬 | 0.8% | +3,589+3.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 331,651 | $1,891 萬 | 0.7% | +7,708+2.4% | 加碼 | – |
| VVisa Inc. | Stock | 51,766 | $1,838 萬 | 0.7% | +798+1.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 52,869 | $1,523 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DOCSDoximity, Inc. | CL A | 240,301 | $1,474 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $1,385 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 145,928 | $1,383 萬 | 0.5% | −540.0% | 減碼 | – |
| DASHDoorDash, Inc. | Stock | 52,218 | $1,287 萬 | 0.5% | +60.0% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 304,235 | $1,257 萬 | 0.5% | −10,133−3.2% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 16,039 | $1,120 萬 | 0.4% | +59+0.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 90,570 | $1,118 萬 | 0.4% | +690+0.8% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 122,342 | $1,092 萬 | 0.4% | +1,954+1.6% | 加碼 | – |
| CMECME Group Inc. | COM | 39,055 | $1,076 萬 | 0.4% | +594+1.5% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 136,734 | $1,076 萬 | 0.4% | +136,734 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 37,157 | $1,024 萬 | 0.4% | −309−0.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 9,362 | $982.3 萬 | 0.4% | +136+1.5% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 123,610 | $963.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 23,888 | $945.1 萬 | 0.4% | +430+1.8% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 29,931 | $926.6 萬 | 0.3% | +629+2.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 63,194 | $904.9 萬 | 0.3% | +1,104+1.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 33,204 | $894.6 萬 | 0.3% | +221+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 37,467 | $887.9 萬 | 0.3% | −6,139−14.1% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 43,335 | $886.8 萬 | 0.3% | +850+2.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,346 | $865.8 萬 | 0.3% | +1,515+2.9% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 170,629 | $864.7 萬 | 0.3% | −138,596−44.8% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 172,135 | $856.5 萬 | 0.3% | −139,711−44.8% | 減碼 | – |
| HONHoneywell International Inc | COM | 36,335 | $846.2 萬 | 0.3% | +730+2.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,450 | $839.5 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 61,125 | $831.4 萬 | 0.3% | −477−0.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 66,323 | $822.5 萬 | 0.3% | +1,323+2.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 30,160 | $822.4 萬 | 0.3% | +459+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 51,156 | $781.4 萬 | 0.3% | +1,266+2.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 15,892 | $772.0 萬 | 0.3% | +8,777+123.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 33,124 | $757.9 萬 | 0.3% | +410+1.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 72,213 | $754.5 萬 | 0.3% | −18,728−20.6% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,453 | $722.8 萬 | 0.3% | +141,453 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,688 | $720.0 萬 | 0.3% | +95+0.4% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 117,293 | $714.8 萬 | 0.3% | +2,120+1.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 8,980 | $700.0 萬 | 0.3% | +368+4.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,202 | $691.2 萬 | 0.3% | −17−0.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 61,951 | $642.8 萬 | 0.2% | +1,804+3.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,033 | $636.4 萬 | 0.2% | +498+2.5% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 28,336 | $634.1 萬 | 0.2% | +173+0.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 130,161 | $627.9 萬 | 0.2% | −1,168−0.9% | 減碼 | – |
| ACNAccenture plc | Stock | 20,545 | $614.1 萬 | 0.2% | +683+3.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,731 | $608.9 萬 | 0.2% | +113+1.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $605.7 萬 | 0.2% | +76,186 | 新進 | – |
| LNGCheniere Energy, Inc. | COM NEW | 24,142 | $587.9 萬 | 0.2% | +369+1.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,462 | $587.7 萬 | 0.2% | −91−0.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 42,026 | $541.8 萬 | 0.2% | +1,088+2.7% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 42,046 | $540.7 萬 | 0.2% | +2,469+6.2% | 加碼 | – |
| DHRDanaher Corp | Stock | 26,100 | $515.6 萬 | 0.2% | +449+1.8% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 106,909 | $508.2 萬 | 0.2% | −2,794−2.5% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 89,315 | $497.8 萬 | 0.2% | +89,315 | 新進 | – |
| PWRQuanta Services, Inc. | COM | 12,638 | $477.8 萬 | 0.2% | +12,638 | 新進 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 195,739 | $477.2 萬 | 0.2% | +195,739 | 新進 | – |
| NEMNEWMONT Corp | Stock | 80,472 | $468.8 萬 | 0.2% | −2,230−2.7% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 48,712 | $456.3 萬 | 0.2% | +377+0.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 42,241 | $444.0 萬 | 0.2% | +1,861+4.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 13,038 | $442.7 萬 | 0.2% | +2,375+22.3% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 110,379 | $432.4 萬 | 0.2% | −2,376−2.1% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 59,578 | $399.3 萬 | 0.1% | −294−0.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 159,817 | $390.6 萬 | 0.1% | −6,064−3.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 21,528 | $381.9 萬 | 0.1% | −1,485−6.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,715 | $367.8 萬 | 0.1% | +73+2.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 36,205 | $357.2 萬 | 0.1% | +598+1.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,855 | $345.9 萬 | 0.1% | −26−0.3% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 66,393 | $341.0 萬 | 0.1% | −55,969−45.7% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,320 | $325.9 萬 | 0.1% | +395+5.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 82,450 | $311.9 萬 | 0.1% | +2,441+3.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 131,495 | $290.6 萬 | 0.1% | +10,433+8.6% | 加碼 | – |
| ETREntergy Corp | COM | 33,450 | $278.0 萬 | 0.1% | +1,589+5.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,284 | $259.8 萬 | 0.1% | +2,532+37.5% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,984 | $256.8 萬 | 0.1% | −10.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,642 | $243.5 萬 | 0.1% | −49−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,938 | $226.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 16,672 | $225.1 萬 | 0.1% | 00.0% | 不變 | – |
| PGRProgressive Corp | Stock | 7,955 | $212.3 萬 | 0.1% | +13+0.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 11,088 | $425.3 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 19,163 | $315.5 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 26,169 | $114.7 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,351 | $83.8 萬 | <0.1% | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 29,930 | $79.2 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 5,210 | $31.2 萬 | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 5,097 | $31.1 萬 | <0.1% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 6,570 | $30.3 萬 | <0.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 1,647 | $22.1 萬 | <0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 12,379 | $21.8 萬 | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,140 | $21.7 萬 | <0.1% | – |