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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $24.82万 | 0.01% | 2,173 | 55 | 2.6% | $6,281 | 加仓 |
| BRKR | BRUKER CORP | $24.14万 | 0.01% | 4,012 | 4,012 | — | $24.14万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.69万 | 0.01% | 1,114 | 1,114 | — | $23.69万 | 新建仓 |
| IBB | ISHARES TR | $22.58万 | 0.01% | 1,187 | 1,187 | — | $22.58万 | 新建仓 |
| O | REALTY INCOME CORP | $22.25万 | 0.01% | 3,591 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $21.85万 | 0.01% | 2,381 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $21.81万 | 0.01% | 13,832 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $21.54万 | 0.01% | 608 | 608 | — | $21.54万 | 新建仓 |
| MCO | MOODYS CORP | $21.11万 | 0.01% | 466 | -5 | -1.1% | -$2,265 | 减仓 |
| IVW | ISHARES TR | $20.99万 | 0.01% | 1,526 | -229 | -13.0% | -$3.15万 | 重新持有 |
| EME | EMCOR GROUP INC | $20.41万 | 0.01% | 246 | 246 | — | $20.41万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $20.38万 | 0.01% | 2,075 | 2,075 | — | $20.38万 | 新建仓 |
| — | EXPENSIFY INC | $3.64万 | 0.00% | 20,314 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $1.68万 | 0.00% | 12,539 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -10,343 | -100.0% | -$447.20万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,144 | -100.0% | -$52.74万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,235 | -100.0% | -$26.47万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -363 | -100.0% | -$24.77万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,813 | -100.0% | -$23.93万 | 清仓 |
| COUR | COURSERA INC | $0 | 0.00% | 0 | -39,697 | -100.0% | -$23.10万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,609 | -100.0% | -$21.07万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,745 | -100.0% | -$20.75万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,859 | -100.0% | -$20.72万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,353 | -100.0% | -$20.34万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,791 | -100.0% | -$20.03万 | 清仓 |