Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 197
- 較 2025 年第 3 季 −2
- 總值
- $28.7 億
- 較 2025 年第 3 季 +$2,473 萬 (+0.9%)
| 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 | 485,490 | $3.04 億 | 10.6% | −12,534−2.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,897,259 | $2.78 億 | 9.7% | +55,971+2.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 335,243 | $2.29 億 | 8.0% | −13,513−3.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,134,953 | $1.69 億 | 5.9% | −8,855−0.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,283,286 | $1.51 億 | 5.3% | +23,033+1.0% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,663,150 | $1.47 億 | 5.1% | +39,960+2.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 562,884 | $1.39 億 | 4.8% | −19,747−3.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,613,586 | $1.29 億 | 4.5% | −59,149−3.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 306,241 | $9,252 萬 | 3.2% | +525+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,248 | $7,387 萬 | 2.6% | −11,480−8.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,206,289 | $7,229 萬 | 2.5% | +77,447+6.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 706,139 | $7,053 萬 | 2.5% | +39,073+5.9% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 624,484 | $5,813 萬 | 2.0% | +92,511+17.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 75,456 | $5,168 萬 | 1.8% | −85−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 143,636 | $3,905 萬 | 1.4% | −192−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 204,579 | $3,815 萬 | 1.3% | −31,794−13.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 110,385 | $3,455 萬 | 1.2% | −3,142−2.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 66,398 | $3,211 萬 | 1.1% | −438−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 125,196 | $2,890 萬 | 1.0% | +952+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 77,436 | $2,495 萬 | 0.9% | −2,011−2.5% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 155,011 | $2,309 萬 | 0.8% | −6,326−3.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 33,864 | $2,235 萬 | 0.8% | −54−0.2% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 474,591 | $2,182 萬 | 0.8% | +173,086+57.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 326,830 | $2,042 萬 | 0.7% | −1,090−0.3% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 183,801 | $1,726 萬 | 0.6% | +26,150+16.6% | 加碼 | – |
| VVisa Inc. | Stock | 48,706 | $1,708 萬 | 0.6% | +88+0.2% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 332,746 | $1,683 萬 | 0.6% | +18,185+5.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 295,889 | $1,497 萬 | 0.5% | +13,260+4.7% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 298,865 | $1,482 萬 | 0.5% | +12,797+4.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 18 | $1,359 萬 | 0.5% | −1−5.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 15,448 | $1,358 萬 | 0.5% | −271−1.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 85,031 | $1,306 萬 | 0.5% | −1,626−1.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 36,412 | $1,260 萬 | 0.4% | +597+1.7% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 129,403 | $1,230 萬 | 0.4% | +3,372+2.7% | 加碼 | – |
| VEEVVeeva Systems Inc | Stock | 52,869 | $1,180 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,595 | $1,100 萬 | 0.4% | +2,861+2.1% | 加碼 | – |
| DOCSDoximity, Inc. | CL A | 240,301 | $1,064 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 37,260 | $1,018 萬 | 0.4% | −851−2.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 49,145 | $1,017 萬 | 0.4% | −325−0.7% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 117,864 | $1,017 萬 | 0.4% | −12,458−9.6% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 44,392 | $1,005 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 8,993 | $962.6 萬 | 0.3% | −42−0.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 62,973 | $959.8 萬 | 0.3% | +240+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 19,050 | $957.6 萬 | 0.3% | +6,645+53.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,875 | $925.4 萬 | 0.3% | −407−1.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 8,411 | $903.9 萬 | 0.3% | −281−3.2% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 185,400 | $887.1 萬 | 0.3% | +75,971+69.4% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 29,427 | $871.1 萬 | 0.3% | +257+0.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 31,854 | $836.2 萬 | 0.3% | −359−1.1% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 122,207 | $820.4 萬 | 0.3% | +4,955+4.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 18,111 | $814.5 萬 | 0.3% | −411−2.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 22,877 | $804.1 萬 | 0.3% | −416−1.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 29,569 | $783.3 萬 | 0.3% | −245−0.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 41,900 | $771.8 萬 | 0.3% | −60−0.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 11,645 | $771.4 萬 | 0.3% | +4,067+53.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 53,202 | $762.4 萬 | 0.3% | +61+0.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,370 | $733.7 萬 | 0.3% | −53−3.7% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,416 | $722.6 萬 | 0.3% | −150−0.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 57,657 | $722.4 萬 | 0.3% | −1,205−2.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,929 | $719.7 萬 | 0.3% | −10−0.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 62,803 | $714.5 萬 | 0.2% | −1,795−2.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 32,094 | $705.1 萬 | 0.2% | −398−1.2% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 60,848 | $701.6 萬 | 0.2% | −557−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,477 | $686.5 萬 | 0.2% | −401−1.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 33,913 | $661.6 萬 | 0.2% | −985−2.8% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,533 | $659.4 萬 | 0.2% | −6,470−5.1% | 減碼 | – |
| SNOWSnowflake Inc. | Stock | 28,218 | $619.0 萬 | 0.2% | +172+0.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $607.4 萬 | 0.2% | 00.0% | 不變 | – |
| WYNNWynn Resorts Ltd | COM | 50,446 | $607.0 萬 | 0.2% | −839−1.6% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 42,046 | $594.9 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 16,962 | $532.3 萬 | 0.2% | +157+0.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 41,599 | $531.1 萬 | 0.2% | +240+0.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,301 | $519.2 萬 | 0.2% | +45+0.3% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 12,223 | $515.9 萬 | 0.2% | −77−0.6% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 50,665 | $505.9 萬 | 0.2% | −1,134−2.2% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 47,017 | $503.6 萬 | 0.2% | −270−0.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 201,936 | $492.1 萬 | 0.2% | +3,528+1.8% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 108,348 | $478.6 萬 | 0.2% | −2,107−1.9% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,591 | $470.2 萬 | 0.2% | −314−2.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 169,616 | $456.4 萬 | 0.2% | +9,799+6.1% | 加碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 20,345 | $455.1 萬 | 0.2% | +20,345 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 23,073 | $448.5 萬 | 0.2% | −635−2.7% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 75,301 | $432.7 萬 | 0.2% | −2,152−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 57,456 | $426.2 萬 | 0.1% | −793−1.4% | 減碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 397,966 | $413.9 萬 | 0.1% | +23,175+6.2% | 加碼 | – |
| ACNAccenture plc | Stock | 15,173 | $407.1 萬 | 0.1% | −4,102−21.3% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 44,020 | $406.9 萬 | 0.1% | +100+0.2% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,722 | $376.1 萬 | 0.1% | −80−0.8% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 66,418 | $348.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 71,840 | $304.4 萬 | 0.1% | −10,892−13.2% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 126,255 | $303.5 萬 | 0.1% | −5,240−4.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,503 | $302.1 萬 | 0.1% | −204−5.5% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,984 | $290.2 萬 | 0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 29,324 | $286.6 萬 | 0.1% | −4,717−13.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,497 | $246.6 萬 | 0.1% | −12−0.1% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,715 | $242.9 萬 | 0.1% | −223−2.8% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,176 | $234.7 萬 | 0.1% | −1,550−23.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,355 | $218.7 萬 | 0.1% | −216−3.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,233 | $189.4 萬 | 0.1% | −35−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,684 | $188.7 萬 | 0.1% | +377+2.5% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（12 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AREAlexandria Real Estate Equities, Inc. | COM | 63,305 | $527.6 萬 | 0.2% | 歷史 |
| KMBKimberly Clark Corp | Stock | 40,783 | $507.1 萬 | 0.2% | 歷史 |
| LRCXLam Research Corp | Stock | 4,265 | $57.1 萬 | <0.1% | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 19,000 | $35.6 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,731 | $30.3 萬 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 1,626 | $22.5 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 150 | $22.4 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 3,482 | $21.2 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 337 | $20.5 萬 | <0.1% | 歷史 |
| BGCBGC Group, Inc. | CL A | 11,567 | $10.9 萬 | <0.1% | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 12,000 | $9.56 萬 | <0.1% | 歷史 |
| RWTRedwood Trust Inc | COM | 13,000 | $7.53 萬 | <0.1% | 歷史 |