Sand Hill Global Advisors, LLC
Palo Alto CA · SEC CIK 0001009209
$29.72亿2026Q1 申报市值
204持仓数
60.1%前十大占比 · 第一大 10.6%
14 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ACWX 加仓+$8,000.82万
BOND 加仓+$4,065.88万
VOO 加仓+$2,418.94万
SPYM 加仓+$1,758.16万
EFA 加仓+$1,196.36万
2026Q1 卖出最多 按季末市值估算
VEEV 清仓-$1,180.19万
DOCS 清仓-$1,064.05万
ZM 清仓-$1,017.05万
ABT 减仓-$526.64万
AGG 减仓-$449.97万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $99.67万 | 0.03% | 2,949 | 1,734 | 142.7% | $58.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $100.58万 | 0.03% | 25,882 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $109.16万 | 0.04% | 2,537 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $111.14万 | 0.04% | 3,494 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $111.39万 | 0.04% | 19,028 | 805 | 4.4% | $4.71万 | 加仓 |
| IWF | ISHARES TR | $112.14万 | 0.04% | 2,630 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $113.48万 | 0.04% | 22,700 | -2,666 | -10.5% | -$13.33万 | 减仓 |
| LDUR | PIMCO ETF TR | $132.66万 | 0.04% | 13,845 | -304 | -2.1% | -$2.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $151.81万 | 0.05% | 11,423 | -83 | -0.7% | -$1.10万 | 减仓 |
| ABBV | ABBVIE INC | $152.09万 | 0.05% | 6,993 | -218 | -3.0% | -$4.74万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $156.12万 | 0.05% | 10,649 | -1,584 | -12.9% | -$23.22万 | 减仓 |
| PGR | PROGRESSIVE CORP | $158.14万 | 0.05% | 7,977 | -12 | -0.2% | -$2,379 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $165.91万 | 0.06% | 7,715 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $169.02万 | 0.06% | 22,506 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $210.61万 | 0.07% | 6,162 | -535 | -8.0% | -$18.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $230.56万 | 0.08% | 7,715 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $252.67万 | 0.09% | 14,892 | -792 | -5.0% | -$13.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $257.03万 | 0.09% | 8,950 | 453 | 5.3% | $13.01万 | 加仓 |
| HD | HOME DEPOT INC | $271.97万 | 0.09% | 8,269 | 1,914 | 30.1% | $62.95万 | 加仓 |
| IWO | ISHARES TR | $281.93万 | 0.09% | 8,984 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $283.38万 | 0.10% | 71,636 | -204 | -0.3% | -$8,070 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $284.41万 | 0.10% | 6,369 | 1,193 | 23.0% | $53.27万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $303.81万 | 0.10% | 122,753 | -3,502 | -2.8% | -$8.67万 | 减仓 |
| MUNI | PIMCO ETF TR | $327.45万 | 0.11% | 62,742 | -3,676 | -5.5% | -$19.19万 | 减仓 |
| IWV | ISHARES TR | $357.50万 | 0.12% | 9,644 | -78 | -0.8% | -$2.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $363.12万 | 0.12% | 3,644 | 141 | 4.0% | $14.05万 | 加仓 |
| CBRE | CBRE GROUP INC | $366.01万 | 0.12% | 27,020 | 27,020 | — | $366.01万 | 新建仓 |
| TGT | TARGET CORP | $379.31万 | 0.13% | 31,296 | 1,972 | 6.7% | $23.90万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $388.29万 | 0.13% | 20,463 | 118 | 0.6% | $2.24万 | 加仓 |
| CMF | ISHARES TR | $397.82万 | 0.13% | 69,965 | -5,336 | -7.1% | -$30.34万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $404.62万 | 0.14% | 18,682 | 18,682 | — | $404.62万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $405.19万 | 0.14% | 57,141 | -315 | -0.5% | -$2.23万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $409.69万 | 0.14% | 396,605 | -1,361 | -0.3% | -$1.41万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $411.21万 | 0.14% | 160,379 | -9,237 | -5.4% | -$23.68万 | 减仓 |
| SNOW | SNOWFLAKE INC | $438.46万 | 0.15% | 29,072 | 854 | 3.0% | $12.88万 | 加仓 |
| IWB | ISHARES TR | $445.82万 | 0.15% | 12,503 | -88 | -0.7% | -$3.14万 | 减仓 |
| INTU | INTUIT | $447.20万 | 0.15% | 10,343 | -1,302 | -11.2% | -$56.29万 | 减仓 |
| MUB | ISHARES TR | $474.35万 | 0.16% | 44,687 | -2,330 | -5.0% | -$24.73万 | 减仓 |
| ESGE | ISHARES INC | $474.86万 | 0.16% | 104,434 | -3,914 | -3.6% | -$17.80万 | 减仓 |
| NFLX | NETFLIX INC. | $482.84万 | 0.16% | 50,217 | 45,747 | 1,023.4% | $439.86万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $490.10万 | 0.16% | 201,936 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $496.54万 | 0.17% | 44,192 | 172 | 0.4% | $1.93万 | 加仓 |
| CRM | SALESFORCE INC | $505.64万 | 0.17% | 27,087 | -2,482 | -8.4% | -$46.33万 | 减仓 |
| GOOG | ALPHABET INC | $512.94万 | 0.17% | 17,881 | 919 | 5.4% | $26.36万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $518.76万 | 0.17% | 18,669 | 18,669 | — | $518.76万 | 新建仓 |
| NEM | NEWMONT CORP | $544.58万 | 0.18% | 50,308 | -357 | -0.7% | -$3.86万 | 减仓 |
| PLD | PROLOGIS INC. | $557.15万 | 0.19% | 42,151 | 552 | 1.3% | $7.30万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $578.50万 | 0.19% | 1,374 | 4 | 0.3% | $1.68万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $579.35万 | 0.19% | 57,051 | 6,605 | 13.1% | $67.07万 | 加仓 |
| ACWI | ISHARES TR | $581.79万 | 0.20% | 42,046 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $594.16万 | 0.20% | 61,647 | -1,156 | -1.8% | -$11.14万 | 减仓 |
| ETN | EATON CORP PLC | $600.01万 | 0.20% | 16,776 | 475 | 2.9% | $16.99万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $603.93万 | 0.20% | 76,186 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $641.74万 | 0.22% | 22,615 | -458 | -2.0% | -$13.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $662.39万 | 0.22% | 20,648 | 171 | 0.8% | $5.49万 | 加仓 |
| DASH | DOORDASH INC | $666.46万 | 0.22% | 44,386 | -6 | -0.0% | -$901 | 减仓 |
| PWR | QUANTA SVCS INC | $673.76万 | 0.23% | 12,272 | 49 | 0.4% | $2.69万 | 加仓 |
| EEM | ISHARES TR | $674.11万 | 0.23% | 118,701 | -1,832 | -1.5% | -$10.40万 | 减仓 |
| TSLA | TESLA INC | $676.42万 | 0.23% | 18,196 | 85 | 0.5% | $3.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $688.09万 | 0.23% | 42,920 | 1,020 | 2.4% | $16.35万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $718.37万 | 0.24% | 141,314 | -102 | -0.1% | -$5,185 | 减仓 |
| ADSK | AUTODESK INC | $727.80万 | 0.24% | 30,401 | 974 | 3.3% | $23.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $733.11万 | 0.25% | 11,886 | -43 | -0.4% | -$2.65万 | 减仓 |
| WM | WASTE MGMT INC DEL | $733.13万 | 0.25% | 31,904 | -190 | -0.6% | -$4.37万 | 减仓 |
| SYK | STRYKER CORPORATION | $751.77万 | 0.25% | 22,879 | 2 | 0.0% | $657 | 加仓 |
| — | HONEYWELL INTL INC | $755.01万 | 0.25% | 33,403 | -510 | -1.5% | -$11.53万 | 减仓 |
| LLY | ELI LILLY & CO | $790.33万 | 0.27% | 8,593 | 182 | 2.2% | $16.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $795.63万 | 0.27% | 60,698 | -150 | -0.2% | -$1.97万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $799.48万 | 0.27% | 55,350 | 2,148 | 4.0% | $31.03万 | 加仓 |
| ECL | ECOLAB INC | $846.13万 | 0.28% | 31,807 | -47 | -0.1% | -$1.25万 | 减仓 |
| BLK | BLACKROCK INC | $879.98万 | 0.30% | 9,150 | 157 | 1.7% | $15.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $927.18万 | 0.31% | 35,399 | -476 | -1.3% | -$12.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $973.03万 | 0.33% | 20,305 | 1,255 | 6.6% | $60.14万 | 加仓 |
| EAGG | ISHARES TR | $995.05万 | 0.33% | 209,264 | 23,864 | 12.9% | $113.47万 | 加仓 |
| CME | CME GROUP INC | $1,083.74万 | 0.36% | 36,693 | -567 | -1.5% | -$16.75万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,094.78万 | 0.37% | 139,622 | 27 | 0.0% | $2,117 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,198.80万 | 0.40% | 49,043 | -102 | -0.2% | -$2.49万 | 减仓 |
| AVGO | BROADCOM INC | $1,210.28万 | 0.41% | 39,103 | 2,691 | 7.4% | $83.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,220.84万 | 0.41% | 17 | -1 | -5.6% | -$71.81万 | 减仓 |
| ESGD | ISHARES TR | $1,258.29万 | 0.42% | 131,592 | 2,189 | 1.7% | $20.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,272.10万 | 0.43% | 61,484 | -1,489 | -2.4% | -$30.81万 | 减仓 |
| TJX | TJX COS INC NEW | $1,348.86万 | 0.45% | 84,462 | -569 | -0.7% | -$9.09万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,355.25万 | 0.46% | 15,138 | -310 | -2.0% | -$27.75万 | 减仓 |
| PULS | PGIM ETF TR | $1,432.65万 | 0.48% | 289,424 | -9,441 | -3.2% | -$46.73万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,453.19万 | 0.49% | 287,134 | -8,755 | -3.0% | -$44.31万 | 减仓 |
| V | VISA INC | $1,465.11万 | 0.49% | 48,475 | -231 | -0.5% | -$6.98万 | 减仓 |
| ICSH | ISHARES TR | $1,650.63万 | 0.56% | 326,082 | -6,664 | -2.0% | -$33.73万 | 减仓 |
| IYR | ISHARES TR | $1,749.63万 | 0.59% | 185,028 | 1,227 | 0.7% | $11.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,931.83万 | 0.65% | 65,673 | -11,763 | -15.2% | -$346.02万 | 减仓 |
| META | META PLATFORMS INC | $1,941.89万 | 0.65% | 33,941 | 77 | 0.2% | $4.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,062.72万 | 0.69% | 321,897 | -4,933 | -1.5% | -$31.61万 | 减仓 |
| ESML | ISHARES TR | $2,221.23万 | 0.75% | 472,402 | -2,189 | -0.5% | -$10.29万 | 减仓 |
| ESGU | ISHARES TR | $2,224.66万 | 0.75% | 157,309 | 2,298 | 1.5% | $32.50万 | 加仓 |
| AMZN | AMAZON COM INC | $2,655.36万 | 0.89% | 127,496 | 2,300 | 1.8% | $47.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,818.30万 | 0.95% | 76,135 | 9,737 | 14.7% | $360.44万 | 加仓 |
| GOOGL | ALPHABET INC | $2,912.36万 | 0.98% | 101,278 | -9,107 | -8.3% | -$261.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,638.48万 | 1.22% | 208,628 | 4,049 | 2.0% | $70.61万 | 加仓 |
| AAPL | APPLE INC | $4,165.38万 | 1.40% | 164,127 | 20,491 | 14.3% | $520.04万 | 加仓 |
| IVV | ISHARES TR | $4,758.33万 | 1.60% | 72,845 | -2,611 | -3.5% | -$170.55万 | 减仓 |
| AGG | ISHARES TR | $6,559.87万 | 2.21% | 660,811 | -45,328 | -6.4% | -$449.97万 | 减仓 |