Sand Hill Global Advisors, LLC
Palo Alto CA · SEC CIK 0001009209
$33.21亿2026Q2 申报市值
214持仓数
56.8%前十大占比 · 第一大 10.6%
20 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EEM 加仓+$7,940.00万
BOND 加仓+$1,648.90万
UNP 加仓+$1,230.96万
ASML 加仓+$977.61万
ICSH 加仓+$781.32万
2026Q2 卖出最多 按季末市值估算
VWO 减仓-$4,828.71万
IJH 减仓-$4,147.36万
IWM 减仓-$2,475.65万
VOO 减仓-$754.74万
SPY 减仓-$648.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | $100.34万 | 0.03% | 19,808 | -2,892 | -12.7% | -$14.65万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $101.46万 | 0.03% | 17,432 | -1,596 | -8.4% | -$9.29万 | 减仓 |
| — | EA SERIES TRUST | $106.45万 | 0.03% | 33,779 | 1,715 | 5.3% | $5.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $109.76万 | 0.03% | 24,744 | -1,138 | -4.4% | -$5.05万 | 减仓 |
| GLD | SPDR GOLD TR | $114.71万 | 0.03% | 3,114 | 577 | 22.7% | $21.26万 | 加仓 |
| YUM | YUM BRANDS INC | $119.80万 | 0.04% | 7,494 | 7,494 | — | $119.80万 | 新建仓 |
| IWF | ISHARES TR | $128.34万 | 0.04% | 10,336 | -184 | -1.7% | -$2.28万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $129.36万 | 0.04% | 8,153 | -2,496 | -23.4% | -$39.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.30万 | 0.04% | 2,854 | -95 | -3.2% | -$4.54万 | 减仓 |
| OEF | ISHARES TR | $139.22万 | 0.04% | 3,805 | 311 | 8.9% | $11.38万 | 加仓 |
| P | EVERPURE INC | $141.82万 | 0.04% | 18,000 | 18,000 | — | $141.82万 | 新建仓 |
| LDUR | PIMCO ETF TR | $146.85万 | 0.04% | 15,359 | 1,514 | 10.9% | $14.48万 | 加仓 |
| CSCO | CISCO SYS INC | $149.46万 | 0.04% | 12,724 | 732 | 6.1% | $8.60万 | 加仓 |
| ABBV | ABBVIE INC | $166.51万 | 0.05% | 6,617 | -376 | -5.4% | -$9.46万 | 减仓 |
| PGR | PROGRESSIVE CORP | $174.26万 | 0.05% | 7,977 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $180.44万 | 0.05% | 7,626 | -89 | -1.2% | -$2.11万 | 减仓 |
| MCD | MCDONALDS CORP | $187.68万 | 0.06% | 6,943 | 4,852 | 232.0% | $131.15万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $188.48万 | 0.06% | 22,506 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $189.60万 | 0.06% | 13,868 | -1,024 | -6.9% | -$14.00万 | 减仓 |
| AEHR | AEHR TEST SYS | $246.87万 | 0.07% | 25,700 | 25,700 | — | $246.87万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $261.37万 | 0.08% | 7,600 | -115 | -1.5% | -$3.95万 | 减仓 |
| VO | VANGUARD INDEX FDS | $266.09万 | 0.08% | 33,026 | -2,774 | -7.7% | -$22.35万 | 减仓 |
| ORCL | ORACLE CORP | $266.38万 | 0.08% | 18,177 | 14,285 | 367.0% | $209.34万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $271.26万 | 0.08% | 14,238 | 2,815 | 24.6% | $53.63万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $278.16万 | 0.08% | 37,922 | 37,922 | — | $278.16万 | 新建仓 |
| HD | HOME DEPOT INC | $287.77万 | 0.09% | 8,160 | -109 | -1.3% | -$3.84万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $292.34万 | 0.09% | 5,885 | -484 | -7.6% | -$24.04万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $293.50万 | 0.09% | 16,348 | -4,115 | -20.1% | -$73.88万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $302.18万 | 0.09% | 4,731 | 4,731 | — | $302.18万 | 新建仓 |
| MUNI | PIMCO ETF TR | $327.90万 | 0.10% | 62,339 | -403 | -0.6% | -$2.12万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $340.03万 | 0.10% | 122,753 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $340.72万 | 0.10% | 3,642 | -2 | -0.1% | -$1,871 | 减仓 |
| CBRE | CBRE GROUP INC | $353.13万 | 0.11% | 26,218 | -802 | -3.0% | -$10.80万 | 减仓 |
| IWO | ISHARES TR | $355.04万 | 0.11% | 9,012 | 28 | 0.3% | $1.10万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $357.72万 | 0.11% | 69,826 | -1,810 | -2.5% | -$9.27万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $359.27万 | 0.11% | 16,251 | 16,251 | — | $359.27万 | 新建仓 |
| NFLX | NETFLIX INC. | $361.95万 | 0.11% | 50,693 | 476 | 0.9% | $3.40万 | 加仓 |
| HON | HONEYWELL INTL INC | $363.76万 | 0.11% | 16,247 | -17,156 | -51.4% | -$384.11万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $394.80万 | 0.12% | 17,197 | -1,485 | -7.9% | -$34.09万 | 减仓 |
| IWV | ISHARES TR | $400.19万 | 0.12% | 9,385 | -259 | -2.7% | -$11.04万 | 减仓 |
| TGT | TARGET CORP | $406.04万 | 0.12% | 31,088 | -208 | -0.7% | -$2.72万 | 减仓 |
| CMF | ISHARES TR | $410.15万 | 0.12% | 71,158 | 1,193 | 1.7% | $6.88万 | 加仓 |
| CRM | SALESFORCE INC | $419.10万 | 0.13% | 26,752 | -335 | -1.2% | -$5.25万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $448.47万 | 0.14% | 54,731 | -2,410 | -4.2% | -$19.75万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $460.53万 | 0.14% | 404,502 | 7,897 | 2.0% | $8.99万 | 加仓 |
| NEM | NEWMONT CORP | $465.02万 | 0.14% | 49,788 | -520 | -1.0% | -$4.86万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $472.00万 | 0.14% | 160,379 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $480.92万 | 0.14% | 44,687 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $487.47万 | 0.15% | 201,936 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $501.13万 | 0.15% | 43,630 | -562 | -1.3% | -$6.46万 | 减仓 |
| ESGE | ISHARES INC | $505.09万 | 0.15% | 92,355 | -12,079 | -11.6% | -$66.06万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $526.54万 | 0.16% | 54,232 | -2,819 | -4.9% | -$27.37万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $530.30万 | 0.16% | 22,187 | -428 | -1.9% | -$10.23万 | 减仓 |
| IWB | ISHARES TR | $532.11万 | 0.16% | 12,994 | 491 | 3.9% | $20.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $535.02万 | 0.16% | 7,400 | 1,238 | 20.1% | $89.51万 | 加仓 |
| ACWI | ISHARES TR | $551.81万 | 0.17% | 35,154 | -6,892 | -16.4% | -$108.18万 | 减仓 |
| PLD | PROLOGIS INC. | $563.77万 | 0.17% | 41,616 | -535 | -1.3% | -$7.25万 | 减仓 |
| DIS | DISNEY WALT CO | $587.49万 | 0.18% | 61,038 | -609 | -1.0% | -$5.86万 | 减仓 |
| ADSK | AUTODESK INC | $588.74万 | 0.18% | 30,282 | -119 | -0.4% | -$2.31万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $602.10万 | 0.18% | 76,186 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $606.34万 | 0.18% | 34,018 | -332 | -1.0% | -$5.92万 | 减仓 |
| GOOG | ALPHABET INC | $624.35万 | 0.19% | 17,671 | -210 | -1.2% | -$7.42万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $692.80万 | 0.21% | 18,459 | -210 | -1.1% | -$7.88万 | 减仓 |
| WM | WASTE MGMT INC DEL | $696.33万 | 0.21% | 31,242 | -662 | -2.1% | -$14.75万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $715.90万 | 0.22% | 141,314 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $716.72万 | 0.22% | 16,820 | 44 | 0.3% | $1.87万 | 加仓 |
| SYK | STRYKER CORPORATION | $722.30万 | 0.22% | 22,942 | 63 | 0.3% | $1.98万 | 加仓 |
| TSLA | TESLA INC | $744.65万 | 0.22% | 17,705 | -491 | -2.7% | -$20.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $752.42万 | 0.23% | 20,334 | -314 | -1.5% | -$11.62万 | 减仓 |
| CME | CME GROUP INC | $785.04万 | 0.24% | 35,549 | -1,144 | -3.1% | -$25.26万 | 减仓 |
| RTX | RTX CORPORATION | $785.96万 | 0.24% | 41,425 | 38,289 | 1,221.0% | $726.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $793.65万 | 0.24% | 54,122 | -1,228 | -2.2% | -$18.01万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $795.44万 | 0.24% | 11,309 | -577 | -4.9% | -$40.58万 | 减仓 |
| PWR | QUANTA SVCS INC | $804.43万 | 0.24% | 11,172 | -1,100 | -9.0% | -$79.20万 | 减仓 |
| DASH | DOORDASH INC | $819.05万 | 0.25% | 44,386 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $821.26万 | 0.25% | 60,029 | -669 | -1.1% | -$9.15万 | 减仓 |
| BLK | BLACKROCK INC | $879.17万 | 0.26% | 9,143 | -7 | -0.1% | -$6,731 | 减仓 |
| ECL | ECOLAB INC | $881.83万 | 0.27% | 31,651 | -156 | -0.5% | -$4.35万 | 减仓 |
| EAGG | ISHARES TR | $938.04万 | 0.28% | 197,858 | -11,406 | -5.5% | -$54.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $984.03万 | 0.30% | 19,665 | -640 | -3.2% | -$32.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $984.76万 | 0.30% | 59,409 | -2,075 | -3.4% | -$34.40万 | 减仓 |
| ASML | ASML HLDG NV | $1,022.97万 | 0.31% | 5,142 | 4,914 | 2,155.3% | $977.61万 | 加仓 |
| LLY | ELI LILLY & CO | $1,049.35万 | 0.32% | 8,749 | 156 | 1.8% | $18.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,053.29万 | 0.32% | 34,748 | -651 | -1.8% | -$19.73万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,086.95万 | 0.33% | 139,513 | -109 | -0.1% | -$8,492 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,132.25万 | 0.34% | 44,489 | 15,417 | 53.0% | $392.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,226.22万 | 0.37% | 48,282 | -761 | -1.6% | -$19.33万 | 减仓 |
| TJX | TJX COS INC NEW | $1,264.98万 | 0.38% | 83,497 | -965 | -1.1% | -$14.62万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,273.05万 | 0.38% | 17 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1,292.16万 | 0.39% | 47,506 | 45,256 | 2,011.4% | $1,230.96万 | 加仓 |
| ESGD | ISHARES TR | $1,362.68万 | 0.41% | 132,543 | 951 | 0.7% | $9.78万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,460.45万 | 0.44% | 42,826 | -94 | -0.2% | -$3.21万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,469.08万 | 0.44% | 15,019 | -119 | -0.8% | -$11.64万 | 减仓 |
| AVGO | BROADCOM INC | $1,472.10万 | 0.44% | 38,970 | -133 | -0.3% | -$5.02万 | 减仓 |
| PULS | PGIM ETF TR | $1,537.18万 | 0.46% | 310,228 | 20,804 | 7.2% | $103.08万 | 加仓 |
| V | VISA INC | $1,681.62万 | 0.51% | 49,014 | 539 | 1.1% | $18.49万 | 加仓 |
| IYR | ISHARES TR | $1,846.51万 | 0.56% | 180,587 | -4,441 | -2.4% | -$45.41万 | 减仓 |
| META | META PLATFORMS INC | $1,898.52万 | 0.57% | 33,704 | -237 | -0.7% | -$13.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,144.84万 | 0.65% | 65,525 | -148 | -0.2% | -$4.84万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,184.00万 | 0.66% | 431,876 | 144,742 | 50.4% | $731.96万 | 加仓 |