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 |
|---|---|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION | $278.16万 | 0.08% | 37,922 | 37,922 | — | $278.16万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $271.26万 | 0.08% | 14,238 | 2,815 | 24.6% | $53.63万 | 加仓 |
| ORCL | ORACLE CORP | $266.38万 | 0.08% | 18,177 | 14,285 | 367.0% | $209.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $266.09万 | 0.08% | 33,026 | -2,774 | -7.7% | -$22.35万 | 减仓 |
| VV | VANGUARD INDEX FDS | $261.37万 | 0.08% | 7,600 | -115 | -1.5% | -$3.95万 | 减仓 |
| AEHR | AEHR TEST SYS | $246.87万 | 0.07% | 25,700 | 25,700 | — | $246.87万 | 新建仓 |
| — | EXXON MOBIL CORP | $189.60万 | 0.06% | 13,868 | -1,024 | -6.9% | -$14.00万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $188.48万 | 0.06% | 22,506 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $187.68万 | 0.06% | 6,943 | 4,852 | 232.0% | $131.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $180.44万 | 0.05% | 7,626 | -89 | -1.2% | -$2.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $174.26万 | 0.05% | 7,977 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $166.51万 | 0.05% | 6,617 | -376 | -5.4% | -$9.46万 | 减仓 |
| CSCO | CISCO SYS INC | $149.46万 | 0.04% | 12,724 | 732 | 6.1% | $8.60万 | 加仓 |
| LDUR | PIMCO ETF TR | $146.85万 | 0.04% | 15,359 | 1,514 | 10.9% | $14.48万 | 加仓 |
| P | EVERPURE INC | $141.82万 | 0.04% | 18,000 | 18,000 | — | $141.82万 | 新建仓 |
| OEF | ISHARES TR | $139.22万 | 0.04% | 3,805 | 311 | 8.9% | $11.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.30万 | 0.04% | 2,854 | -95 | -3.2% | -$4.54万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $129.36万 | 0.04% | 8,153 | -2,496 | -23.4% | -$39.60万 | 减仓 |
| IWF | ISHARES TR | $128.34万 | 0.04% | 10,336 | -184 | -1.7% | -$2.28万 | 减仓 |
| YUM | YUM BRANDS INC | $119.80万 | 0.04% | 7,494 | 7,494 | — | $119.80万 | 新建仓 |
| GLD | SPDR GOLD TR | $114.71万 | 0.03% | 3,114 | 577 | 22.7% | $21.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $109.76万 | 0.03% | 24,744 | -1,138 | -4.4% | -$5.05万 | 减仓 |
| — | EA SERIES TRUST | $106.45万 | 0.03% | 33,779 | 1,715 | 5.3% | $5.40万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $101.46万 | 0.03% | 17,432 | -1,596 | -8.4% | -$9.29万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $100.34万 | 0.03% | 19,808 | -2,892 | -12.7% | -$14.65万 | 减仓 |
| QCOM | QUALCOMM INC | $96.65万 | 0.03% | 5,230 | 5,230 | — | $96.65万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $95.73万 | 0.03% | 19,894 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $95.61万 | 0.03% | 5,411 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $95.46万 | 0.03% | 9,489 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $93.82万 | 0.03% | 11,544 | 1,925 | 20.0% | $15.64万 | 加仓 |
| CAT | CATERPILLAR INC | $92.75万 | 0.03% | 871 | -22 | -2.5% | -$2.34万 | 减仓 |
| AFL | AFLAC INC | $90.20万 | 0.03% | 7,693 | -86 | -1.1% | -$1.01万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $86.27万 | 0.03% | 23,792 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.00万 | 0.02% | 2,916 | 95 | 3.4% | $2.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $80.05万 | 0.02% | 9,686 | 4,339 | 81.1% | $35.86万 | 加仓 |
| IEFA | ISHARES TR | $78.94万 | 0.02% | 8,173 | 3 | 0.0% | $290 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $78.89万 | 0.02% | 25,367 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $78.08万 | 0.02% | 1,520 | 51 | 3.5% | $2.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.45万 | 0.02% | 6,553 | 353 | 5.7% | $4.12万 | 加仓 |
| LOW | LOWES COS INC | $74.00万 | 0.02% | 3,356 | -122 | -3.5% | -$2.69万 | 减仓 |
| NU | NU HLDGS LTD | $73.88万 | 0.02% | 55,298 | -3,099 | -5.3% | -$4.14万 | 减仓 |
| GE | GE AEROSPACE | $60.43万 | 0.02% | 1,617 | 97 | 6.4% | $3.63万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $58.17万 | 0.02% | 7,924 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $57.51万 | 0.02% | 33,107 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $56.81万 | 0.02% | 8,128 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $55.78万 | 0.02% | 6,045 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $55.25万 | 0.02% | 4,440 | -2 | -0.0% | -$249 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $54.85万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $53.56万 | 0.02% | 6,516 | 6,516 | — | $53.56万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $53.49万 | 0.02% | 9,276 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $53.22万 | 0.02% | 5,865 | -497 | -7.8% | -$4.51万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $51.37万 | 0.02% | 2,294 | -32 | -1.4% | -$7,166 | 减仓 |
| IWD | ISHARES TR | $51.30万 | 0.02% | 2,116 | -498 | -19.1% | -$12.07万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $51.22万 | 0.02% | 18,645 | 591 | 3.3% | $1.62万 | 加仓 |
| IAU | ISHARES GOLD TR | $50.76万 | 0.02% | 6,722 | 162 | 2.5% | $1.22万 | 加仓 |
| NUDM | NUSHARES ETF TR | $47.90万 | 0.01% | 11,970 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $46.88万 | 0.01% | 3,038 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $46.26万 | 0.01% | 5,623 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $45.82万 | 0.01% | 390 | 25 | 6.8% | $2.94万 | 加仓 |
| IEMG | ISHARES INC | $45.72万 | 0.01% | 5,519 | -76 | -1.4% | -$6,295 | 减仓 |
| VGT | VANGUARD WORLD FD | $45.56万 | 0.01% | 3,812 | 60 | 1.6% | $7,171 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.89万 | 0.01% | 434 | 1 | 0.2% | $1,011 | 加仓 |
| DHR | DANAHER CORP DEL | $43.57万 | 0.01% | 2,288 | -194 | -7.8% | -$3.69万 | 减仓 |
| MMM | 3M CO | $43.36万 | 0.01% | 2,678 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $43.31万 | 0.01% | 3,102 | 3,102 | — | $43.31万 | 新建仓 |
| PEP | PEPSICO INC | $43.22万 | 0.01% | 3,192 | 37 | 1.2% | $5,010 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $42.50万 | 0.01% | 5,890 | -90 | -1.5% | -$6,494 | 减仓 |
| LIN | LINDE PLC | $41.10万 | 0.01% | 792 | 48 | 6.5% | $2.49万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $40.08万 | 0.01% | 1,323 | 4 | 0.3% | $1,212 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $39.69万 | 0.01% | 2,194 | 236 | 12.1% | $4.27万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.74万 | 0.01% | 5,410 | 5,410 | — | $38.74万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $37.92万 | 0.01% | 1,121 | 27 | 2.5% | $9,133 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $36.75万 | 0.01% | 10,061 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $36.14万 | 0.01% | 16,025 | 16,025 | — | $36.14万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $36.04万 | 0.01% | 885 | 132 | 17.5% | $5.38万 | 加仓 |
| TXN | TEXAS INSTRS INC | $35.50万 | 0.01% | 1,191 | -112 | -8.6% | -$3.34万 | 减仓 |
| IJR | ISHARES TR | $33.98万 | 0.01% | 2,291 | -31 | -1.3% | -$4,598 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.63万 | 0.01% | 579 | 579 | — | $33.63万 | 新建仓 |
| CART | MAPLEBEAR INC | $32.98万 | 0.01% | 6,965 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $31.27万 | 0.01% | 1,496 | 81 | 5.7% | $1.69万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $30.91万 | 0.01% | 4,417 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.31万 | 0.01% | 2,676 | 16 | 0.6% | $1,812 | 加仓 |
| BAC | BANK OF AMER CORP | $30.27万 | 0.01% | 5,313 | -108 | -2.0% | -$6,154 | 减仓 |
| APH | AMPHENOL CORP | $30.01万 | 0.01% | 1,702 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $29.39万 | 0.01% | 2,287 | -162 | -6.6% | -$2.08万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $28.77万 | 0.01% | 7,559 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $28.17万 | 0.01% | 1,802 | -6 | -0.3% | -$938 | 减仓 |
| GOVT | ISHARES TR | $28.10万 | 0.01% | 12,335 | -329 | -2.6% | -$7,495 | 减仓 |
| FAST | FASTENAL CO | $28.00万 | 0.01% | 5,830 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.52万 | 0.01% | 549 | 8 | 1.5% | $4,011 | 加仓 |
| EMB | ISHARES TR | $26.54万 | 0.01% | 2,752 | -80 | -2.8% | -$7,715 | 减仓 |
| AMGN | AMGEN INC | $26.40万 | 0.01% | 729 | -33 | -4.3% | -$1.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.24万 | 0.01% | 2,990 | -203 | -6.4% | -$1.78万 | 减仓 |
| SBUX | STARBUCKS CORP | $26.21万 | 0.01% | 2,565 | -29 | -1.1% | -$2,963 | 减仓 |
| VXUS | VANGUARD STAR FDS | $26.14万 | 0.01% | 3,057 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.64万 | 0.01% | 336 | 336 | — | $25.64万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $25.47万 | 0.01% | 1,821 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $25.44万 | 0.01% | 4,090 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.39万 | 0.01% | 220 | 220 | — | $25.39万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $24.83万 | 0.01% | 1,971 | -31 | -1.5% | -$3,906 | 减仓 |