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 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -52,869 | -100.0% | -$1,180.19万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -240,301 | -100.0% | -$1,064.05万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -117,864 | -100.0% | -$1,017.05万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -26,922 | -100.0% | -$100.61万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -12,684 | -100.0% | -$69.18万 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | -16,724 | -100.0% | -$64.20万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,867 | -100.0% | -$25.34万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,019 | -100.0% | -$22.58万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PMV PHARMACEUTICALS INC | $1.55万 | 0.00% | 12,539 | 12,539 | — | $1.55万 | 新建仓 |
| — | EXPENSIFY INC | $1.77万 | 0.00% | 20,314 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $20.03万 | 0.01% | 3,791 | 3,791 | — | $20.03万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.34万 | 0.01% | 3,353 | 3,353 | — | $20.34万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $20.43万 | 0.01% | 13,832 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $20.55万 | 0.01% | 471 | 63 | 15.4% | $2.75万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.72万 | 0.01% | 1,859 | -126 | -6.3% | -$1.40万 | 减仓 |
| — | HOLOGIC INC | $20.75万 | 0.01% | 2,745 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.07万 | 0.01% | 1,609 | 1,609 | — | $21.07万 | 新建仓 |
| APH | AMPHENOL CORP | $21.50万 | 0.01% | 1,702 | 1,702 | — | $21.50万 | 新建仓 |
| O | REALTY INCOME CORP | $21.97万 | 0.01% | 3,591 | 109 | 3.1% | $6,669 | 重新持有 |
| IAT | ISHARES TR | $22.02万 | 0.01% | 4,090 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $22.02万 | 0.01% | 2,381 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $22.20万 | 0.01% | 1,821 | -142 | -7.2% | -$1.73万 | 减仓 |
| COUR | COURSERA INC | $23.10万 | 0.01% | 39,697 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $23.24万 | 0.01% | 2,594 | -131 | -4.8% | -$1.17万 | 减仓 |
| MS | MORGAN STANLEY | $23.29万 | 0.01% | 1,415 | 1,415 | — | $23.29万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $23.57万 | 0.01% | 3,057 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.93万 | 0.01% | 1,813 | 1,813 | — | $23.93万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $24.51万 | 0.01% | 7,559 | -451 | -5.6% | -$1.46万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.77万 | 0.01% | 363 | 26 | 7.7% | $1.77万 | 重新持有 |
| SHOP | SHOPIFY INC | $25.12万 | 0.01% | 2,118 | 2,118 | — | $25.12万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $25.30万 | 0.01% | 1,303 | 73 | 5.9% | $1.42万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $25.48万 | 0.01% | 2,002 | -42 | -2.1% | -$5,346 | 减仓 |
| CART | MAPLEBEAR INC | $26.09万 | 0.01% | 6,965 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $26.43万 | 0.01% | 5,421 | 1,024 | 23.3% | $4.99万 | 加仓 |
| IJS | ISHARES TR | $26.47万 | 0.01% | 2,235 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.59万 | 0.01% | 541 | 33 | 6.5% | $1.62万 | 加仓 |
| EMB | ISHARES TR | $26.60万 | 0.01% | 2,832 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.81万 | 0.01% | 762 | -63 | -7.6% | -$2.22万 | 减仓 |
| FAST | FASTENAL CO | $27.05万 | 0.01% | 5,830 | 190 | 3.4% | $8,816 | 加仓 |
| DVY | ISHARES TR | $27.37万 | 0.01% | 1,808 | 308 | 20.5% | $4.66万 | 加仓 |
| IJR | ISHARES TR | $28.87万 | 0.01% | 2,322 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $29.01万 | 0.01% | 12,664 | -265 | -2.0% | -$6,071 | 减仓 |
| MRK | MERCK & CO INC | $29.45万 | 0.01% | 2,449 | 145 | 6.3% | $1.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.65万 | 0.01% | 3,193 | 68 | 2.2% | $6,315 | 加仓 |
| ASML | ASML HLDG NV | $30.11万 | 0.01% | 228 | 228 | — | $30.11万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $31.34万 | 0.01% | 1,319 | 122 | 10.2% | $2.90万 | 加仓 |
| GEV | GE VERNOVA INC | $31.84万 | 0.01% | 365 | -1 | -0.3% | -$872 | 减仓 |
| SPGI | S&P GLOBAL INC | $32.03万 | 0.01% | 753 | 104 | 16.0% | $4.42万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.37万 | 0.01% | 1,958 | 103 | 5.6% | $1.70万 | 加仓 |
| VGT | VANGUARD WORLD FD | $32.72万 | 0.01% | 469 | -22 | -4.5% | -$1.53万 | 减仓 |
| WMT | WALMART INC | $33.06万 | 0.01% | 2,660 | 2,660 | — | $33.06万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $33.09万 | 0.01% | 1,094 | 118 | 12.1% | $3.57万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $33.98万 | 0.01% | 10,061 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $36.63万 | 0.01% | 433 | 26 | 6.4% | $2.20万 | 加仓 |
| LIN | LINDE PLC | $36.88万 | 0.01% | 744 | 40 | 5.7% | $1.98万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $36.98万 | 0.01% | 4,417 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $38.89万 | 0.01% | 2,678 | -6 | -0.2% | -$871 | 减仓 |
| IEMG | ISHARES INC | $39.02万 | 0.01% | 5,595 | 1,990 | 55.2% | $13.88万 | 加仓 |
| SUSA | ISHARES TR | $40.14万 | 0.01% | 3,038 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $42.57万 | 0.01% | 5,347 | 89 | 1.7% | $7,086 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.01万 | 0.01% | 5,980 | 59 | 1.0% | $4,244 | 加仓 |
| GE | GE AEROSPACE | $43.14万 | 0.01% | 1,520 | 29 | 1.9% | $8,231 | 加仓 |
| NUDM | NUSHARES ETF TR | $43.22万 | 0.01% | 11,970 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $44.09万 | 0.01% | 5,623 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $44.82万 | 0.02% | 9,276 | 89 | 1.0% | $4,300 | 加仓 |
| DHR | DANAHER CORP DEL | $47.06万 | 0.02% | 2,482 | 169 | 7.3% | $3.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $47.26万 | 0.02% | 2,326 | 27 | 1.2% | $5,486 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $48.63万 | 0.02% | 1,050 | 1,050 | — | $48.63万 | 新建仓 |
| PEP | PEPSICO INC | $48.99万 | 0.02% | 3,155 | 10 | 0.3% | $1,553 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $49.02万 | 0.02% | 18,054 | -2,235 | -11.0% | -$6.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $50.76万 | 0.02% | 8,128 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $52.74万 | 0.02% | 1,144 | 87 | 8.2% | $4.01万 | 加仓 |
| UNP | UNION PAC CORP | $54.59万 | 0.02% | 2,250 | 50 | 2.3% | $1.21万 | 加仓 |
| IWD | ISHARES TR | $55.86万 | 0.02% | 2,614 | 92 | 3.6% | $1.97万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $56.81万 | 0.02% | 6,045 | 192 | 3.3% | $1.80万 | 加仓 |
| ORCL | ORACLE CORP | $57.25万 | 0.02% | 3,892 | 244 | 6.7% | $3.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $57.83万 | 0.02% | 6,560 | -109 | -1.6% | -$9,609 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $58.35万 | 0.02% | 7,924 | 528 | 7.1% | $3.89万 | 加仓 |
| RTX | RTX CORPORATION | $60.49万 | 0.02% | 3,136 | -70 | -2.2% | -$1.35万 | 减仓 |
| CPNG | COUPANG INC | $62.51万 | 0.02% | 33,107 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $63.27万 | 0.02% | 893 | 93 | 11.6% | $6.59万 | 加仓 |
| MCD | MCDONALDS CORP | $64.99万 | 0.02% | 2,091 | 114 | 5.8% | $3.54万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.32万 | 0.02% | 6,362 | -51,295 | -89.0% | -$526.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.38万 | 0.02% | 2,821 | 89 | 3.3% | $2.16万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $70.65万 | 0.02% | 25,367 | -11,028 | -30.3% | -$30.71万 | 减仓 |
| KO | COCA COLA CO | $73.15万 | 0.02% | 9,619 | 3,105 | 47.7% | $23.61万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $73.23万 | 0.02% | 5,411 | 729 | 15.6% | $9.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.42万 | 0.02% | 1,469 | 69 | 4.9% | $3.45万 | 加仓 |
| IEFA | ISHARES TR | $73.96万 | 0.02% | 8,170 | 1,469 | 21.9% | $13.30万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $78.39万 | 0.03% | 23,792 | -348 | -1.4% | -$1.15万 | 减仓 |
| LOW | LOWES COS INC | $82.18万 | 0.03% | 3,478 | 156 | 4.7% | $3.69万 | 加仓 |
| NU | NU HLDGS LTD | $83.92万 | 0.03% | 58,397 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $85.34万 | 0.03% | 7,779 | 345 | 4.6% | $3.78万 | 加仓 |
| — | EA SERIES TRUST | $87.65万 | 0.03% | 32,064 | 166 | 0.5% | $4,538 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $88.08万 | 0.03% | 4,442 | -10,731 | -70.7% | -$212.78万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.69万 | 0.03% | 6,200 | 69 | 1.1% | $1.01万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $92.98万 | 0.03% | 19,894 | -156 | -0.8% | -$7,291 | 减仓 |
| CSCO | CISCO SYS INC | $93.05万 | 0.03% | 11,992 | -827 | -6.5% | -$6.42万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $94.02万 | 0.03% | 9,489 | -175 | -1.8% | -$1.73万 | 减仓 |