Sand Hill Global Advisors, LLC
- SEC CIK
- 0001009209
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 214
- 較 2026 年第 1 季 +10
- 總值
- $33.2 億
- 較 2026 年第 1 季 +$3.49 億 (+11.8%)
| 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 | 514,982 | $3.54 億 | 10.6% | −10,989−2.1% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,996,113 | $3.11 億 | 9.4% | −24,317−0.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 323,543 | $2.42 億 | 7.3% | −8,683−2.6% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,754,412 | $1.69 億 | 5.1% | +13,004+0.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,812,084 | $1.59 億 | 4.8% | −31,207−1.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 481,468 | $1.45 億 | 4.4% | −82,398−14.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,419,156 | $1.44 億 | 4.3% | −808,965−25.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,811,344 | $1.40 億 | 4.2% | −537,850−22.9% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,243,907 | $1.15 億 | 3.5% | +178,820+16.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 296,997 | $1.09 億 | 3.3% | −17,289−5.5% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,291,719 | $9,831 萬 | 3.0% | +998+0.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,279,350 | $8,752 萬 | 2.6% | +1,160,649+977.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 117,449 | $8,649 萬 | 2.6% | −6,965−5.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,360,880 | $8,026 萬 | 2.4% | +89,698+7.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 722,961 | $7,156 萬 | 2.2% | +62,150+9.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 69,045 | $5,171 萬 | 1.6% | −3,800−5.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 168,159 | $4,866 萬 | 1.5% | +4,032+2.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 206,926 | $4,140 萬 | 1.2% | −1,702−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 101,056 | $3,611 萬 | 1.1% | −222−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 127,690 | $3,043 萬 | 0.9% | +194+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 79,441 | $2,963 萬 | 0.9% | +3,306+4.3% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 457,065 | $2,556 萬 | 0.8% | −15,337−3.2% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 154,912 | $2,535 萬 | 0.8% | −2,397−1.5% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 480,554 | $2,431 萬 | 0.7% | +154,472+47.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 314,123 | $2,238 萬 | 0.7% | −7,774−2.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 431,876 | $2,184 萬 | 0.7% | +144,742+50.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 65,525 | $2,145 萬 | 0.6% | −148−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 33,704 | $1,899 萬 | 0.6% | −237−0.7% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 180,587 | $1,847 萬 | 0.6% | −4,441−2.4% | 減碼 | – |
| VVisa Inc. | Stock | 49,014 | $1,682 萬 | 0.5% | +539+1.1% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 310,228 | $1,537 萬 | 0.5% | +20,804+7.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 38,970 | $1,472 萬 | 0.4% | −133−0.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 15,019 | $1,469 萬 | 0.4% | −119−0.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 42,826 | $1,460 萬 | 0.4% | −94−0.2% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 132,543 | $1,363 萬 | 0.4% | +951+0.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 47,506 | $1,292 萬 | 0.4% | +45,256+2,011.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $1,273 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 83,497 | $1,265 萬 | 0.4% | −965−1.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 48,282 | $1,226 萬 | 0.4% | −761−1.6% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 44,489 | $1,132 萬 | 0.3% | +15,417+53.0% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,513 | $1,087 萬 | 0.3% | −109−0.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 34,748 | $1,053 萬 | 0.3% | −651−1.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 8,749 | $1,049 萬 | 0.3% | +156+1.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 5,142 | $1,023 萬 | 0.3% | +4,914+2,155.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 59,409 | $984.8 萬 | 0.3% | −2,075−3.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 19,665 | $984.0 萬 | 0.3% | −640−3.2% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 197,858 | $938.0 萬 | 0.3% | −11,406−5.5% | 減碼 | – |
| ECLEcolab Inc. | Stock | 31,651 | $881.8 萬 | 0.3% | −156−0.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 9,143 | $879.2 萬 | 0.3% | −7−0.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 60,029 | $821.3 萬 | 0.2% | −669−1.1% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 44,386 | $819.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 11,172 | $804.4 萬 | 0.2% | −1,100−9.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,309 | $795.4 萬 | 0.2% | −577−4.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,122 | $793.7 萬 | 0.2% | −1,228−2.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 41,425 | $786.0 萬 | 0.2% | +38,289+1,221.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 35,549 | $785.0 萬 | 0.2% | −1,144−3.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,334 | $752.4 萬 | 0.2% | −314−1.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 17,705 | $744.7 萬 | 0.2% | −491−2.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 22,942 | $722.3 萬 | 0.2% | +63+0.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,820 | $716.7 萬 | 0.2% | +44+0.3% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 141,314 | $715.9 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 31,242 | $696.3 萬 | 0.2% | −662−2.1% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 18,459 | $692.8 萬 | 0.2% | −210−1.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,671 | $624.4 萬 | 0.2% | −210−1.2% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 34,018 | $606.3 萬 | 0.2% | −332−1.0% | 減碼依 25 比 1 拆股換算 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,186 | $602.1 萬 | 0.2% | 00.0% | 不變 | – |
| ADSKAutodesk, Inc. | COM | 30,282 | $588.7 萬 | 0.2% | −119−0.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 61,038 | $587.5 萬 | 0.2% | −609−1.0% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 41,616 | $563.8 萬 | 0.2% | −535−1.3% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 35,154 | $551.8 萬 | 0.2% | −6,892−16.4% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 7,400 | $535.0 萬 | 0.2% | +1,238+20.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 12,994 | $532.1 萬 | 0.2% | +491+3.9% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 22,187 | $530.3 萬 | 0.2% | −428−1.9% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 54,232 | $526.5 萬 | 0.2% | −2,819−4.9% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 92,355 | $505.1 萬 | 0.2% | −12,079−11.6% | 減碼 | – |
| ETREntergy Corp | COM | 43,630 | $501.1 萬 | 0.2% | −562−1.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 201,936 | $487.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,687 | $480.9 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 160,379 | $472.0 萬 | 0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 49,788 | $465.0 萬 | 0.1% | −520−1.0% | 減碼 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 404,502 | $460.5 萬 | 0.1% | +7,897+2.0% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 54,731 | $448.5 萬 | 0.1% | −2,410−4.2% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 26,752 | $419.1 萬 | 0.1% | −335−1.2% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 71,158 | $410.2 萬 | 0.1% | +1,193+1.7% | 加碼 | – |
| TGTTarget Corp | Stock | 31,088 | $406.0 萬 | 0.1% | −208−0.7% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,385 | $400.2 萬 | 0.1% | −259−2.7% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 17,197 | $394.8 萬 | 0.1% | −1,485−7.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | Stock | 16,247 | $363.8 萬 | 0.1% | +16,247 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 50,693 | $361.9 萬 | 0.1% | +476+0.9% | 加碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 16,251 | $359.3 萬 | 0.1% | +16,251 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 69,826 | $357.7 萬 | 0.1% | −1,810−2.5% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,012 | $355.0 萬 | 0.1% | +28+0.3% | 加碼 | – |
| CBRECbre Group, Inc. | CL A | 26,218 | $353.1 萬 | 0.1% | −802−3.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,642 | $340.7 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 122,753 | $340.0 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 62,339 | $327.9 萬 | 0.1% | −403−0.6% | 減碼 | – |
| WDCWestern Digital Corp | COM | 4,731 | $302.2 萬 | 0.1% | +4,731 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 16,348 | $293.5 萬 | 0.1% | −4,115−20.1% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,885 | $292.3 萬 | 0.1% | −484−7.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,160 | $287.8 萬 | 0.1% | −109−1.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（12 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 33,403 | $755.0 萬 | 0.3% | 歷史 |
| INTUIntuit Inc. | Stock | 10,343 | $447.2 萬 | 0.2% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,144 | $52.7 萬 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,235 | $26.5 萬 | <0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 363 | $24.8 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,813 | $23.9 萬 | <0.1% | 歷史 |
| COURCoursera, Inc. | COM | 39,697 | $23.1 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,609 | $21.1 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 2,745 | $20.7 萬 | <0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,859 | $20.7 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,353 | $20.3 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,791 | $20.0 萬 | <0.1% | 歷史 |