Sand Hill Global Advisors, LLC — Q3 2013 13F 持股

Name: Sand Hill Global Advisors, LLC — 13F Holdings, Q3 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001009209

申报总市值

US$29.7亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	EFA	Ishares Msci Eafe ETF	ETF-其他	14.92%	+0.16%	+36.87%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	11.74%	-0.71%	+52.21%
3	IWF	Ishares Russell 1000 Growth	ETF-其他	11.66%	—	+33.95%
4	OEF	Ishares S&p 100 ETF	ETF-其他	6.50%	—	+53.52%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	6.12%	+0.08%	+28.54%
6	✓	Select Sector Spdr Tr	股票-其他	5.38%	—	+50.26%
7	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	4.91%	-0.01%	—
8	MDY	State Street Spdr S&p Midcap	ETF-其他	1.99%	—	+62.58%
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.95%	-0.20%	+92.18%
10	META	Meta Platforms Inc-class A	股票-通信服务	1.56%	-0.13%	—
11	AAPL	Apple INC	股票-科技	1.33%	+0.04%	+38.31%
12	GOOG	Alphabet A	股票-通信服务	1.20%	—	+47.85%
13	XOM	Exxon Mobil CORP	股票-能源	1.11%	—	+39.90%
14	CVX	Chevron CORP	股票-能源	1.03%	+0.10%	+8.27%
15	NKE	Nike INC -cl B	股票-周期性消费	1.02%	—	+24.00%
16	PG	Procter & Gamble Co/the	股票-非周期性消费	0.97%	—	+33.31%
17	JNJ	Johnson & Johnson	股票-医疗保健	0.96%	+0.05%	+32.07%
18	IBM	Intl Business Machines CORP	股票-科技	0.96%	—	+35.09%
19	WFC	Wells Fargo & Co	股票-金融	0.92%	—	+42.05%
20	INTC	Intel CORP	股票-科技	0.86%	—	+43.02%
21	AEP	American Electric Power Company, Inc.	股票-公用事业	0.85%	—	+23.93%
22	DIS	Walt Disney Co/the	股票-通信服务	0.82%	-0.05%	+57.05%
23	QCOM	Qualcomm INC	股票-科技	0.81%	—	+36.34%
24	✓	Visa Inc.	股票-其他	0.80%	—	+31.10%
25	SCHW	Schwab (charles) CORP	股票-金融	0.79%	—	+36.38%
26	✓		股票-其他	0.78%	—	+41.21%
27	AMZN	Amazon.com INC	股票-周期性消费	0.77%	-0.12%	+36.02%
28	T	At&t INC	股票-通信服务	0.74%	—	+35.43%
29	DUK	Du Pont E I De Nemour&Co	股票-公用事业	0.74%	—	+30.79%
30	MMM	3m Co	股票-工业	0.74%	—	+37.25%
31	CME	Cme Group INC	股票-金融	0.73%	—	+39.75%
32	CAH	Cardinal Health INC	股票-医疗保健	0.72%	—	+33.30%
33	SLB	Slb LTD	股票-能源	0.71%	—	+38.72%
34	UPS	United Parcel Service-cl B	股票-工业	0.71%	—	+38.02%
35	PFE	Pfizer INC	股票-医疗保健	0.71%	—	+39.38%
36	✓	Starwood Hotels&resorts Wrld	股票-其他	0.69%	—	+37.76%
37	KO	Coca-cola Co/the	股票-非周期性消费	0.69%	—	+40.93%
38	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.68%	—	+76.65%
39	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.67%	—	+57.95%
40	JPM	Jpmorgan Chase & Co	股票-金融	0.67%	-0.22%	+30.92%
41	CPB	THE Campbell's Company	股票-非周期性消费	0.65%	—	+26.49%
42	CAT	Caterpillar INC	股票-工业	0.65%	—	+40.53%
43	BHP	Bhp Group Ltd-spon Adr	股票-原材料	0.62%	—	+41.74%
44	TGT	Target CORP	股票-周期性消费	0.62%	—	+39.63%
45	FRCB	First Republic Bank/ca	股票-金融	0.60%	—	—
46	HSY	Hershey Co/the	股票-非周期性消费	0.55%	—	+33.84%
47	NOVEUR	National Oilwell Varco INC	股票-其他	0.52%	—	+41.49%
48	MSFT	Microsoft CORP	股票-科技	0.51%	-0.17%	-11.69%
49	CMI	Cummins INC	股票-工业	0.48%	—	—
50	ABT	Abbott Laboratories	股票-医疗保健	0.35%	-0.23%	+34.42%

1–50 of 74

本季持股变动

Sand Hill Global Advisors, LLC 于截至 Q3 2013 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IVV	Ishares Core S&p 500 ETF	+0.4%	+92.18%	加仓
2	MDY	State Street Spdr S&p Midcap	+0.2%	+62.58%	加仓
3	IWO	Ishares Russell 2000 Growth	+0.1%	+76.65%	加仓
4	AAPL	Apple INC	+0.1%	+38.31%	加仓
5	SLB	Slb LTD	0%	+38.72%	加仓
6	IJK	Ishares S&p Mid-cap 400 Grow	0%	+57.95%	加仓
7	DIS	Walt Disney Co/the	0%	+57.05%	加仓
8	BHP	Bhp Group Ltd-spon Adr	0%	+41.74%	加仓
9	NOVEUR	National Oilwell Varco INC	—	+41.49%	加仓
10	OEF	Ishares S&p 100 ETF	0%	+53.52%	加仓
11	✓		0%	+41.21%	加仓
12	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+52.21%	加仓
13	AMZN	Amazon.com INC	0%	+36.02%	加仓
14	QCOM	Qualcomm INC	-0.1%	+36.34%	加仓
15	MMM	3m Co	-0.1%	+37.25%	加仓
16	CAH	Cardinal Health INC	-0.1%	+33.30%	加仓
17	DUK	Du Pont E I De Nemour&Co	-0.1%	+30.79%	加仓
18	UPS	United Parcel Service-cl B	-0.1%	+38.02%	加仓
19	✓	Starwood Hotels&resorts Wrld	-0.1%	+37.76%	加仓
20	PFE	Pfizer INC	-0.1%	+39.38%	加仓
21	CAT	Caterpillar INC	-0.1%	+40.53%	加仓
22	✓	Select Sector Spdr Tr	-0.1%	+50.26%	加仓
23	HSY	Hershey Co/the	-0.1%	+33.84%	加仓
24	GOOG	Alphabet A	-0.1%	+47.85%	加仓
25	WFC	Wells Fargo & Co	-0.1%	+42.05%	加仓
26	NKE	Nike INC -cl B	-0.1%	+24.00%	加仓
27	CME	Cme Group INC	-0.1%	+39.75%	加仓
28	✓	Visa Inc.	-0.1%	+31.10%	加仓
29	SCHW	Schwab (charles) CORP	-0.1%	+36.38%	加仓
30	KO	Coca-cola Co/the	-0.1%	+40.93%	加仓
31	TGT	Target CORP	-0.2%	+39.63%	加仓
32	INTC	Intel CORP	-0.2%	+43.02%	加仓
33	JPM	Jpmorgan Chase & Co	-0.2%	+30.92%	加仓
34	T	At&t INC	-0.2%	+35.43%	加仓
35	JNJ	Johnson & Johnson	-0.2%	+32.07%	加仓
36	IBM	Intl Business Machines CORP	-0.2%	+35.09%	加仓
37	AEP	American Electric Power Company, Inc.	-0.2%	+23.93%	加仓
38	XOM	Exxon Mobil CORP	-0.2%	+39.90%	加仓
39	PG	Procter & Gamble Co/the	-0.2%	+33.31%	加仓
40	EFA	Ishares Msci Eafe ETF	-0.7%	+36.87%	加仓
41	IJH	Ishares Core S&p Midcap ETF	-1%	+28.54%	加仓
42	IWF	Ishares Russell 1000 Growth	-1.3%	+33.95%	加仓
43	VWO	Vanguard Ftse Emerging Marke	—	NEW	新建仓
44	META	Meta Platforms Inc-class A	—	NEW	新建仓
45	FRCB	First Republic Bank/ca	—	NEW	新建仓
46	CMI	Cummins INC	—	NEW	新建仓
47	✓	Duke Energy Corporation	—	EXIT	清仓
48	DJCO	Daily Journal CORP	—	NEW	新建仓
49	FISV	Fiserv INC	—	NEW	新建仓
50	COST	Costco Wholesale CORP	—	NEW	新建仓