Sandy Spring Bank
- SEC CIK
- 0001457833
- 最新申報
- 2025/5/12
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/8 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 1,241
- 較 2023 年第 4 季 +64
- 總值
- $22.0 億
- 較 2023 年第 4 季 +$1.86 億 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,372,318 | $1.44 億 | 6.6% | +59,653+2.6% | 加碼依 5 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 219,841 | $1.16 億 | 5.3% | +1,787+0.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 213,533 | $8,984 萬 | 4.1% | −1,182−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 481,709 | $8,260 萬 | 3.8% | −2,132−0.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 643,201 | $7,109 萬 | 3.2% | +11,028+1.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 73,075 | $6,603 萬 | 3.0% | −1,450−1.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 112,505 | $5,885 萬 | 2.7% | −203−0.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 96,355 | $5,361 萬 | 2.4% | −3,228−3.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 254,014 | $4,582 萬 | 2.1% | +6,863+2.8% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 393,803 | $3,562 萬 | 1.6% | −11,068−2.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 166,594 | $3,337 萬 | 1.5% | −3,192−1.9% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 276,530 | $3,241 萬 | 1.5% | −10,748−3.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 205,539 | $3,130 萬 | 1.4% | −1,517−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 73,178 | $3,077 萬 | 1.4% | +5,767+8.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 599,343 | $2,923 萬 | 1.3% | +1,121+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 500,218 | $2,894 萬 | 1.3% | +77,861+18.4% | 加碼 | – |
| MAMastercard Inc | Stock | 47,590 | $2,292 萬 | 1.0% | −1,625−3.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 447,622 | $2,246 萬 | 1.0% | +2,067+0.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 144,607 | $2,183 萬 | 1.0% | +780+0.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 80,332 | $2,006 萬 | 0.9% | −2,330−2.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 50,866 | $1,951 萬 | 0.9% | −318−0.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 65,142 | $1,837 萬 | 0.8% | +743+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 36,434 | $1,769 萬 | 0.8% | +1,161+3.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 110,061 | $1,741 萬 | 0.8% | −4,297−3.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 285,996 | $1,721 萬 | 0.8% | −7,602−2.6% | 減碼依 3 比 1 拆股換算 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 60,484 | $1,719 萬 | 0.8% | +3,876+6.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 29,522 | $1,716 萬 | 0.8% | +157+0.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 164,119 | $1,601 萬 | 0.7% | +4,048+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 21,556 | $1,579 萬 | 0.7% | +99+0.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 124,116 | $1,519 萬 | 0.7% | −1,473−1.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 43,608 | $1,511 萬 | 0.7% | +370+0.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 58,275 | $1,484 萬 | 0.7% | −422−0.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 127,748 | $1,452 萬 | 0.7% | −19,735−13.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 97,580 | $1,282 萬 | 0.6% | −1,572−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 45,233 | $1,262 萬 | 0.6% | −913−2.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 16,132 | $1,255 萬 | 0.6% | +296+1.9% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 313,985 | $1,245 萬 | 0.6% | +69,272+28.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 105,673 | $1,228 萬 | 0.6% | −440.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 52,600 | $1,198 萬 | 0.5% | −2,777−5.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 39,289 | $1,183 萬 | 0.5% | +423+1.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 23,006 | $1,161 萬 | 0.5% | +744+3.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 65,870 | $1,153 萬 | 0.5% | −515−0.8% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 68,053 | $1,152 萬 | 0.5% | +1,398+2.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 27,492 | $1,148 萬 | 0.5% | −604−2.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 278,344 | $1,138 萬 | 0.5% | +67,909+32.3% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 13,477 | $1,124 萬 | 0.5% | −694−4.9% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 198,951 | $1,083 萬 | 0.5% | +27,777+16.2% | 加碼 | – |
| MARMarriott International Inc | Stock | 42,461 | $1,071 萬 | 0.5% | −332−0.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 167,255 | $1,069 萬 | 0.5% | +2,788+1.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 103,631 | $1,051 萬 | 0.5% | +2,044+2.0% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 113,235 | $1,016 萬 | 0.5% | +112+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 80,435 | $1,010 萬 | 0.5% | +2,386+3.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 115,771 | $1,003 萬 | 0.5% | +5,778+5.3% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 137,903 | $997.6 萬 | 0.5% | −5,020−3.5% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 73,359 | $990.8 萬 | 0.5% | −1,405−1.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 49,251 | $973.2 萬 | 0.4% | +610+1.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 18,524 | $960.5 萬 | 0.4% | −300−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 27,751 | $955.2 萬 | 0.4% | +3,479+14.3% | 加碼 | – |
| SYKStryker Corp | Stock | 26,148 | $935.8 萬 | 0.4% | −1,141−4.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 185,352 | $925.1 萬 | 0.4% | −5,764−3.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,950 | $907.8 萬 | 0.4% | −1,220−2.1% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 30,791 | $886.9 萬 | 0.4% | −618−2.0% | 減碼 | – |
| WMWaste Management Inc | Stock | 38,942 | $830.0 萬 | 0.4% | −922−2.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,299 | $822.3 萬 | 0.4% | +744+2.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 52,888 | $787.4 萬 | 0.4% | −1,781−3.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 36,848 | $767.4 萬 | 0.3% | −617−1.6% | 減碼 | – |
| SHELShell plc | ADR | 112,154 | $751.9 萬 | 0.3% | +4,015+3.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 78,393 | $736.7 萬 | 0.3% | −6,550−7.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 173,614 | $725.2 萬 | 0.3% | +11,206+6.9% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 52,391 | $712.8 萬 | 0.3% | −1,702−3.1% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 82,104 | $706.3 萬 | 0.3% | −964−1.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 38,581 | $702.6 萬 | 0.3% | −1,358−3.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 88,642 | $685.3 萬 | 0.3% | −7,642−7.9% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 94,922 | $664.5 萬 | 0.3% | −465−0.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,331 | $659.5 萬 | 0.3% | +19+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,609 | $648.7 萬 | 0.3% | −994−6.4% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 69,117 | $642.0 萬 | 0.3% | +3,984+6.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 45,672 | $602.6 萬 | 0.3% | −888−1.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 29,197 | $599.3 萬 | 0.3% | −152−0.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 118,206 | $596.3 萬 | 0.3% | +10,342+9.6% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 23,525 | $578.6 萬 | 0.3% | −244−1.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 106,249 | $576.2 萬 | 0.3% | −2,963−2.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 36,281 | $572.3 萬 | 0.3% | −1,826−4.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 71,574 | $571.6 萬 | 0.3% | −4,250−5.6% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 230,262 | $571.3 萬 | 0.3% | +117+0.1% | 加碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 25,685 | $561.1 萬 | 0.3% | −747−2.8% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 234,155 | $557.3 萬 | 0.3% | +5,390+2.4% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 60,859 | $555.3 萬 | 0.3% | +13,902+29.6% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 32,796 | $555.2 萬 | 0.3% | +418+1.3% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 230,349 | $549.4 萬 | 0.3% | +2,659+1.2% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 219,494 | $546.6 萬 | 0.2% | +7,325+3.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 14,701 | $538.7 萬 | 0.2% | −655−4.3% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 42,220 | $537.4 萬 | 0.2% | −253−0.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,833 | $530.2 萬 | 0.2% | −1,651−5.4% | 減碼 | – |
| CVSCVS Health Corp | Stock | 66,460 | $530.1 萬 | 0.2% | −8,705−11.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 124,982 | $524.4 萬 | 0.2% | −5,251−4.0% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 123,217 | $519.0 萬 | 0.2% | −4,560−3.6% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 90,984 | $518.4 萬 | 0.2% | +54,997+152.8% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 196,964 | $493.4 萬 | 0.2% | −10,970−5.3% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 74,730 | $490.6 萬 | 0.2% | −2,553−3.3% | 減碼 | – |
2023 年第 4 季之後清倉（68 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 9,473 | $86.6 萬 | <0.1% | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 850 | $10.5 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 592 | $5.61 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 1,465 | $5.21 萬 | <0.1% | – |
| AES Corp00130H204 | UNIT 99/99/9999 | 450 | $3.42 萬 | <0.1% | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 3,000 | $2.96 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 201 | $2.18 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 263 | $1.59 萬 | <0.1% | – |
| INSPInspire Medical Systems, Inc. | COM | 75 | $1.53 萬 | <0.1% | 歷史 |
| BWABorgwarner Inc | COM | 350 | $1.25 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 3,776 | $1.22 萬 | <0.1% | – |
| RCReady Capital Corp | COM | 1,183 | $1.21 萬 | <0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 30 | $1.14 萬 | <0.1% | 歷史 |
| MIRAMira Pharmaceuticals, Inc. | COM | 10,375 | $1.09 萬 | <0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 100 | $1.01 萬 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 62 | $9,446 | <0.1% | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 145 | $9,427 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 116 | $9,408 | <0.1% | – |
| Healthpeak Properties, Inc.71943U104 | COM | 700 | $9,317 | <0.1% | – |
| SIRISirius XM Holdings Inc. | COM | 1,697 | $9,283 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 145 | $8,552 | <0.1% | – |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 221 | $8,334 | <0.1% | – |
| DANDANA Inc | COM | 500 | $7,305 | <0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 102 | $6,592 | <0.1% | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 134 | $6,469 | <0.1% | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 116 | $5,786 | <0.1% | – |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 226 | $5,001 | <0.1% | – |
| FLGTFulgent Genetics, Inc. | COM | 168 | $4,857 | <0.1% | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 131 | $4,806 | <0.1% | – |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 50 | $4,468 | <0.1% | – |
| AGENAgenus Inc | COM NEW | 5,000 | $4,140 | <0.1% | 歷史 |
| ONTOOnto Innovation Inc. | COM | 25 | $3,823 | <0.1% | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 931 | $3,566 | <0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 25 | $3,552 | <0.1% | 歷史 |
| MATMattel Inc | COM | 185 | $3,493 | <0.1% | 歷史 |
| CAMTCamtek Ltd | ORD | 50 | $3,469 | <0.1% | 歷史 |
| NVMINova Ltd. | COM | 25 | $3,435 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 70 | $3,339 | <0.1% | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 91 | $2,327 | <0.1% | – |
| FVRRFiverr International Ltd. | ORD SHS | 79 | $2,151 | <0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 41 | $2,092 | <0.1% | 歷史 |
| Procure ETF Trust II74280R205 | SPACE ETF | 108 | $2,011 | <0.1% | – |
| EFOREverforth Inc | COM | 20 | $1,924 | <0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 18 | $1,678 | <0.1% | 歷史 |
| CACICACI International Inc | CL A | 5 | $1,620 | <0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 14 | $1,561 | <0.1% | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 5 | $1,548 | <0.1% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 23 | $1,489 | <0.1% | – |
| QRVOQorvo, Inc. | Stock | 12 | $1,352 | <0.1% | 歷史 |
| VanEck ETF Trust92189F304 | ENVIRONMENTAL SR | 8 | $1,220 | <0.1% | – |
| Microsectors Fang Plus Index 3X063679534 | ETP | 5 | $1,165 | <0.1% | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 7 | $1,159 | <0.1% | – |
| HESHess Corp | Stock | 7 | $1,010 | <0.1% | 歷史 |
| MDRXVeradigm Inc. | COM | 90 | $945 | <0.1% | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 20 | $878 | <0.1% | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 2 | $761 | <0.1% | 歷史 |
| SCTLSocietal CDMO, Inc. | COM | 2,001 | $702 | <0.1% | 歷史 |
| ProShares Tr74347X799 | ULTR RUSSL2000 | 15 | $697 | <0.1% | – |
| GRNBarclays Bank PLC | ETN 49 | 20 | $614 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6 | $486 | <0.1% | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 33 | $361 | <0.1% | 歷史 |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 8 | $313 | <0.1% | – |
| SPDR Index Shs FDS78470E205 | MSCI EMR MKT ETF | 6 | $185 | <0.1% | – |
| Engine No 1 ETF Trust29287L106 | TRANSFRM 500 ETF | 2 | $112 | <0.1% | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 2 | $95 | <0.1% | – |
| CalAmp Corp.128126109 | COM | 300 | $76 | <0.1% | – |
| FRMMForum Markets Inc | COM NEW | 50 | $11 | <0.1% | 歷史 |
| ABTCAmerican Bitcoin Corp. | COM NEW | 8 | $4 | <0.1% | 歷史 |