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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,238.13万 | 0.67% | 314,123 | -7,774 | -2.4% | -$55.39万 | 减仓 |
| ICSH | ISHARES TR | $2,430.64万 | 0.73% | 480,554 | 154,472 | 47.4% | $781.32万 | 加仓 |
| ESGU | ISHARES TR | $2,535.44万 | 0.76% | 154,912 | -2,397 | -1.5% | -$39.23万 | 减仓 |
| ESML | ISHARES TR | $2,556.36万 | 0.77% | 457,065 | -15,337 | -3.2% | -$85.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,963.32万 | 0.89% | 79,441 | 3,306 | 4.3% | $123.32万 | 加仓 |
| AMZN | AMAZON COM INC | $3,043.37万 | 0.92% | 127,690 | 194 | 0.2% | $4.62万 | 加仓 |
| GOOGL | ALPHABET INC | $3,611.42万 | 1.09% | 101,056 | -222 | -0.2% | -$7.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,140.38万 | 1.25% | 206,926 | -1,702 | -0.8% | -$34.06万 | 减仓 |
| AAPL | APPLE INC | $4,865.86万 | 1.46% | 168,159 | 4,032 | 2.5% | $116.67万 | 加仓 |
| IVV | ISHARES TR | $5,170.69万 | 1.56% | 69,045 | -3,800 | -5.2% | -$284.58万 | 减仓 |
| AGG | ISHARES TR | $7,155.87万 | 2.15% | 722,961 | 62,150 | 9.4% | $615.16万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,026.47万 | 2.42% | 1,360,880 | 89,698 | 7.1% | $529.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,648.95万 | 2.60% | 117,449 | -6,965 | -5.6% | -$512.90万 | 减仓 |
| EEM | ISHARES TR | $8,752.03万 | 2.64% | 1,279,350 | 1,160,649 | 977.8% | $7,940.00万 | 加仓 |
| ACWX | ISHARES TR | $9,831.27万 | 2.96% | 1,291,719 | 998 | 0.1% | $7.60万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.09亿 | 3.27% | 296,997 | -17,289 | -5.5% | -$632.26万 | 减仓 |
| BOND | PIMCO ETF TR | $1.15亿 | 3.45% | 1,243,907 | 178,820 | 16.8% | $1,648.90万 | 加仓 |
| IJH | ISHARES TR | $1.40亿 | 4.21% | 1,811,344 | -537,850 | -22.9% | -$4,147.36万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.44亿 | 4.35% | 2,419,156 | -808,965 | -25.1% | -$4,828.71万 | 减仓 |
| IWM | ISHARES TR | $1.45亿 | 4.36% | 481,468 | -82,398 | -14.6% | -$2,475.65万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1.59亿 | 4.79% | 1,812,084 | -31,207 | -1.7% | -$274.25万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1.69亿 | 5.09% | 1,754,412 | 13,004 | 0.7% | $125.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.42亿 | 7.27% | 323,543 | -8,683 | -2.6% | -$648.42万 | 减仓 |
| EFA | ISHARES TR | $3.11亿 | 9.37% | 2,996,113 | -24,317 | -0.8% | -$252.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3.54亿 | 10.65% | 514,982 | -10,989 | -2.1% | -$754.74万 | 减仓 |