Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 204
- 較 2025 年第 4 季 +7
- 總值
- $29.7 億
- 較 2025 年第 4 季 +$1.06 億 (+3.7%)
| 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 | 525,971 | $3.14 億 | 10.6% | +40,481+8.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,020,430 | $2.93 億 | 9.9% | +123,171+4.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 332,226 | $2.16 億 | 7.3% | −3,017−0.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,228,121 | $1.74 億 | 5.9% | +93,168+3.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,349,194 | $1.59 億 | 5.3% | +65,908+2.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,741,408 | $1.54 億 | 5.2% | +78,258+4.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,843,291 | $1.41 億 | 4.7% | +229,705+14.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 563,866 | $1.40 億 | 4.7% | +982+0.2% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,065,087 | $9,829 萬 | 3.3% | +440,603+70.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 314,286 | $9,499 萬 | 3.2% | +8,045+2.6% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,290,721 | $8,838 萬 | 3.0% | +1,168,514+956.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,271,182 | $7,570 萬 | 2.5% | +64,893+5.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 124,414 | $7,181 萬 | 2.4% | +4,166+3.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 660,811 | $6,560 萬 | 2.2% | −45,328−6.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 72,845 | $4,758 萬 | 1.6% | −2,611−3.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 164,127 | $4,165 萬 | 1.4% | +20,491+14.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 208,628 | $3,638 萬 | 1.2% | +4,049+2.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 101,278 | $2,912 萬 | 1.0% | −9,107−8.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 76,135 | $2,818 萬 | 0.9% | +9,737+14.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 127,496 | $2,655 萬 | 0.9% | +2,300+1.8% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 157,309 | $2,225 萬 | 0.7% | +2,298+1.5% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 472,402 | $2,221 萬 | 0.7% | −2,189−0.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 321,897 | $2,063 萬 | 0.7% | −4,933−1.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 33,941 | $1,942 萬 | 0.7% | +77+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 65,673 | $1,932 萬 | 0.6% | −11,763−15.2% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 185,028 | $1,750 萬 | 0.6% | +1,227+0.7% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 326,082 | $1,651 萬 | 0.6% | −6,664−2.0% | 減碼 | – |
| VVisa Inc. | Stock | 48,475 | $1,465 萬 | 0.5% | −231−0.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 287,134 | $1,453 萬 | 0.5% | −8,755−3.0% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 289,424 | $1,433 萬 | 0.5% | −9,441−3.2% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 15,138 | $1,355 萬 | 0.5% | −310−2.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,462 | $1,349 萬 | 0.5% | −569−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 61,484 | $1,272 萬 | 0.4% | −1,489−2.4% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 131,592 | $1,258 萬 | 0.4% | +2,189+1.7% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $1,221 萬 | 0.4% | −1−5.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 39,103 | $1,210 萬 | 0.4% | +2,691+7.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 49,043 | $1,199 萬 | 0.4% | −102−0.2% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,622 | $1,095 萬 | 0.4% | +270.0% | 加碼 | – |
| CMECME Group Inc. | COM | 36,693 | $1,084 萬 | 0.4% | −567−1.5% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 209,264 | $995.1 萬 | 0.3% | +23,864+12.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,305 | $973.0 萬 | 0.3% | +1,255+6.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,399 | $927.2 萬 | 0.3% | −476−1.3% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 9,150 | $880.0 萬 | 0.3% | +157+1.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 31,807 | $846.1 萬 | 0.3% | −47−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,350 | $799.5 萬 | 0.3% | +2,148+4.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 60,698 | $795.6 萬 | 0.3% | −150−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,593 | $790.3 萬 | 0.3% | +182+2.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 33,403 | $755.0 萬 | 0.3% | −510−1.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 22,879 | $751.8 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 31,904 | $733.1 萬 | 0.2% | −190−0.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,886 | $733.1 萬 | 0.2% | −43−0.4% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 30,401 | $727.8 萬 | 0.2% | +974+3.3% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,314 | $718.4 萬 | 0.2% | −102−0.1% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 42,920 | $688.1 萬 | 0.2% | +1,020+2.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 18,196 | $676.4 萬 | 0.2% | +85+0.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 118,701 | $674.1 萬 | 0.2% | −1,832−1.5% | 減碼 | – |
| PWRQuanta Services, Inc. | COM | 12,272 | $673.8 萬 | 0.2% | +49+0.4% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 44,386 | $666.5 萬 | 0.2% | −60.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,648 | $662.4 萬 | 0.2% | +171+0.8% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 22,615 | $641.7 萬 | 0.2% | −458−2.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $603.9 萬 | 0.2% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 16,776 | $600.0 萬 | 0.2% | +475+2.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 61,647 | $594.2 萬 | 0.2% | −1,156−1.8% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 42,046 | $581.8 萬 | 0.2% | 00.0% | 不變 | – |
| WYNNWynn Resorts Ltd | COM | 57,051 | $579.4 萬 | 0.2% | +6,605+13.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,374 | $578.5 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 42,151 | $557.2 萬 | 0.2% | +552+1.3% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 50,308 | $544.6 萬 | 0.2% | −357−0.7% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 18,669 | $518.8 萬 | 0.2% | +18,669 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,881 | $512.9 萬 | 0.2% | +919+5.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,087 | $505.6 萬 | 0.2% | −2,482−8.4% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 44,192 | $496.5 萬 | 0.2% | +172+0.4% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 201,936 | $490.1 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 50,217 | $482.8 萬 | 0.2% | +45,747+1,023.4% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 104,434 | $474.9 萬 | 0.2% | −3,914−3.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,687 | $474.4 萬 | 0.2% | −2,330−5.0% | 減碼 | – |
| INTUIntuit Inc. | Stock | 10,343 | $447.2 萬 | 0.2% | −1,302−11.2% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 12,503 | $445.8 萬 | 0.2% | −88−0.7% | 減碼 | – |
| SNOWSnowflake Inc. | Stock | 29,072 | $438.5 萬 | 0.1% | +854+3.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 160,379 | $411.2 萬 | 0.1% | −9,237−5.4% | 減碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 396,605 | $409.7 萬 | 0.1% | −1,361−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 57,141 | $405.2 萬 | 0.1% | −315−0.5% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 18,682 | $404.6 萬 | 0.1% | +18,682 | 新進 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 69,965 | $397.8 萬 | 0.1% | −5,336−7.1% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 20,463 | $388.3 萬 | 0.1% | +118+0.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 31,296 | $379.3 萬 | 0.1% | +1,972+6.7% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 27,020 | $366.0 萬 | 0.1% | +27,020 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,644 | $363.1 萬 | 0.1% | +141+4.0% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,644 | $357.5 萬 | 0.1% | −78−0.8% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 62,742 | $327.5 萬 | 0.1% | −3,676−5.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 122,753 | $303.8 萬 | 0.1% | −3,502−2.8% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,369 | $284.4 萬 | 0.1% | +1,193+23.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 71,636 | $283.4 萬 | 0.1% | −204−0.3% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,984 | $281.9 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 8,269 | $272.0 萬 | 0.1% | +1,914+30.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,950 | $257.0 萬 | 0.1% | +453+5.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 14,892 | $252.7 萬 | 0.1% | −792−5.0% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,715 | $230.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 6,162 | $210.6 萬 | 0.1% | −535−8.0% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,506 | $169.0 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 52,869 | $1,180 萬 | 0.4% | 歷史 |
| DOCSDoximity, Inc. | CL A | 240,301 | $1,064 萬 | 0.4% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 117,864 | $1,017 萬 | 0.4% | 歷史 |
| FIGFigma, Inc. | Stock | 26,922 | $100.6 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 12,684 | $69.2 萬 | <0.1% | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 16,724 | $64.2 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,867 | $25.3 萬 | <0.1% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 2,019 | $22.6 萬 | <0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,755 | $21.6 萬 | <0.1% | – |