MERCER GLOBAL ADVISORS INC /ADV
DENVER CO · SEC CIK 0000853758
$675.79亿2026Q1 申报市值
3,217持仓数
36.9%前十大占比 · 第一大 5.8%
497 / 113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
BSV 加仓+$3.13亿
AGG 加仓+$3.07亿
DIMENSIONAL ETF 加仓+$2.31亿
NVDA 加仓+$2.01亿
DIMENSIONAL ETF 加仓+$1.45亿
2026Q1 卖出最多 按季末市值估算
BKNG 减仓-$1.67亿
EOG 减仓-$9,131.05万
IBDT 减仓-$8,954.00万
VOO 减仓-$7,393.72万
GLD 减仓-$5,907.07万
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $4,142.40万 | 0.06% | 127,095 | 26,247 | 26.0% | $855.47万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,151.79万 | 0.06% | 46,376 | 2,407 | 5.5% | $215.49万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,157.42万 | 0.06% | 1,562,352 | -298,358 | -16.0% | -$793.93万 | 减仓 |
| ALL | ALLSTATE CORP | $4,161.12万 | 0.06% | 200,690 | -10,760 | -5.1% | -$223.10万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $4,164.41万 | 0.06% | 382,126 | -69,943 | -15.5% | -$762.24万 | 减仓 |
| EFV | ISHARES TR | $4,194.54万 | 0.06% | 564,162 | 244,558 | 76.5% | $1,818.29万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,219.35万 | 0.06% | 322,211 | -22,721 | -6.6% | -$297.53万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $4,242.94万 | 0.06% | 289,403 | 23,271 | 8.7% | $341.18万 | 加仓 |
| ESGE | ISHARES INC | $4,260.83万 | 0.06% | 937,064 | -8,603 | -0.9% | -$39.12万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4,324.51万 | 0.06% | 319,789 | -72,175 | -18.4% | -$976.02万 | 减仓 |
| VV | VANGUARD INDEX FDS | $4,332.97万 | 0.06% | 144,988 | 13,710 | 10.4% | $409.72万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $4,355.07万 | 0.06% | 841,677 | 99,469 | 13.4% | $514.68万 | 加仓 |
| IBMR | ISHARES TR | $4,360.45万 | 0.06% | 1,720,098 | -372,566 | -17.8% | -$944.45万 | 减仓 |
| CMI | CUMMINS INC | $4,362.89万 | 0.06% | 81,092 | 10,857 | 15.5% | $584.13万 | 加仓 |
| STIP | ISHARES TR | $4,441.12万 | 0.07% | 429,384 | 356,273 | 487.3% | $3,684.93万 | 加仓 |
| IBMP | ISHARES TR | $4,445.50万 | 0.07% | 1,747,444 | -285,374 | -14.0% | -$725.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4,448.61万 | 0.07% | 886,178 | 160,338 | 22.1% | $804.90万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,459.67万 | 0.07% | 340,381 | -1,727 | -0.5% | -$22.63万 | 减仓 |
| IBMS | ISHARES TR | $4,525.99万 | 0.07% | 1,752,223 | -120,118 | -6.4% | -$310.26万 | 减仓 |
| GEV | GE VERNOVA INC | $4,528.39万 | 0.07% | 51,878 | -2,292 | -4.2% | -$200.07万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,544.24万 | 0.07% | 1,342,067 | 154,520 | 13.0% | $523.20万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $4,560.96万 | 0.07% | 670,533 | 5,744 | 0.9% | $39.07万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4,619.93万 | 0.07% | 134,605 | 42,073 | 45.5% | $1,444.03万 | 加仓 |
| GLW | CORNING INC | $4,694.44万 | 0.07% | 345,256 | 52,839 | 18.1% | $718.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,716.86万 | 0.07% | 155,940 | 5,655 | 3.8% | $171.05万 | 加仓 |
| NEM | NEWMONT CORP | $4,734.53万 | 0.07% | 437,370 | 1,768 | 0.4% | $19.14万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $4,767.77万 | 0.07% | 1,446,971 | -40,830 | -2.7% | -$134.53万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $4,773.74万 | 0.07% | 288,723 | -2,885 | -1.0% | -$47.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,828.25万 | 0.07% | 96,631 | -2,966 | -3.0% | -$148.20万 | 减仓 |
| IWD | ISHARES TR | $4,935.43万 | 0.07% | 230,984 | 22,377 | 10.7% | $478.13万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,940.56万 | 0.07% | 1,000,721 | 10,259 | 1.0% | $50.65万 | 加仓 |
| SNA | SNAP ON INC | $4,947.31万 | 0.07% | 136,207 | 4,358 | 3.3% | $158.29万 | 加仓 |
| SYK | STRYKER CORPORATION | $4,959.71万 | 0.07% | 150,940 | -1,675 | -1.1% | -$55.04万 | 减仓 |
| AMGN | AMGEN INC | $4,978.74万 | 0.07% | 141,502 | -2,855 | -2.0% | -$100.45万 | 减仓 |
| MDT | MEDTRONIC PLC | $4,983.40万 | 0.07% | 575,118 | -5,725 | -1.0% | -$49.61万 | 减仓 |
| KO | COCA COLA CO | $5,063.95万 | 0.07% | 665,872 | 26,251 | 4.1% | $199.64万 | 加仓 |
| IBTJ | ISHARES TR | $5,104.57万 | 0.08% | 2,336,938 | 371,655 | 18.9% | $811.81万 | 加仓 |
| ETN | EATON CORP PLC | $5,108.14万 | 0.08% | 144,356 | 7,158 | 5.2% | $253.29万 | 加仓 |
| USHY | ISHARES TR | $5,162.30万 | 0.08% | 1,401,275 | 30,095 | 2.2% | $110.87万 | 加仓 |
| IBTK | ISHARES TR | $5,230.01万 | 0.08% | 2,652,137 | 843,053 | 46.6% | $1,662.50万 | 加仓 |
| IBMQ | ISHARES TR | $5,248.59万 | 0.08% | 2,055,854 | -1,846,866 | -47.3% | -$4,715.05万 | 减仓 |
| SUSA | ISHARES TR | $5,254.66万 | 0.08% | 397,779 | 91,927 | 30.1% | $1,214.36万 | 加仓 |
| IBTI | ISHARES TR | $5,360.20万 | 0.08% | 2,405,511 | 133,909 | 5.9% | $298.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,384.19万 | 0.08% | 63,644 | 326 | 0.5% | $27.58万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5,407.95万 | 0.08% | 89,478 | 8,568 | 10.6% | $517.84万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,411.82万 | 0.08% | 369,963 | 35,763 | 10.7% | $523.14万 | 加仓 |
| AGGY | WISDOMTREE TR | $5,468.08万 | 0.08% | 1,258,475 | -53,641 | -4.1% | -$233.07万 | 减仓 |
| IBTH | ISHARES TR | $5,534.96万 | 0.08% | 2,467,661 | 189,891 | 8.3% | $425.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,539.73万 | 0.08% | 539,567 | -16,711 | -3.0% | -$171.57万 | 减仓 |
| MCD | MCDONALDS CORP | $5,563.40万 | 0.08% | 179,008 | 15,867 | 9.7% | $493.13万 | 加仓 |
| MO | ALTRIA GROUP INC | $5,567.43万 | 0.08% | 843,678 | -129,138 | -13.3% | -$852.18万 | 减仓 |
| IAGG | ISHARES TR | $5,645.71万 | 0.08% | 1,128,239 | 744,780 | 194.2% | $3,726.88万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,671.49万 | 0.08% | 278,990 | 82,148 | 41.7% | $1,669.96万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,701.33万 | 0.08% | 168,975 | -15,847 | -8.6% | -$534.69万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5,747.00万 | 0.09% | 815,062 | 485,847 | 147.6% | $3,425.71万 | 加仓 |
| BGRN | ISHARES TR | $5,759.73万 | 0.09% | 1,213,301 | 204,989 | 20.3% | $973.12万 | 加仓 |
| IBTG | ISHARES TR | $5,782.59万 | 0.09% | 2,523,496 | -318,921 | -11.2% | -$730.81万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $5,786.11万 | 0.09% | 357,763 | 16,453 | 4.8% | $266.09万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $5,841.13万 | 0.09% | 2,008,641 | -114,920 | -5.4% | -$334.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $5,850.17万 | 0.09% | 954,974 | 62,899 | 7.1% | $385.32万 | 加仓 |
| T | AT&T INC | $5,910.06万 | 0.09% | 2,038,654 | -59,608 | -2.8% | -$172.80万 | 减仓 |
| IAU | ISHARES GOLD TR | $6,016.65万 | 0.09% | 682,470 | -96,687 | -12.4% | -$852.39万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6,020.74万 | 0.09% | 124,162 | 2,833 | 2.3% | $137.38万 | 加仓 |
| RTX | RTX CORPORATION | $6,176.19万 | 0.09% | 320,176 | 20,267 | 6.8% | $390.95万 | 加仓 |
| USIG | ISHARES TR | $6,242.65万 | 0.09% | 1,218,554 | 1,209,945 | 14,054.4% | $6,198.55万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,354.23万 | 0.09% | 2,531,564 | -136,340 | -5.1% | -$342.21万 | 减仓 |
| BAC | BANK AMERICA CORP | $6,374.44万 | 0.09% | 1,307,577 | -98,070 | -7.0% | -$478.09万 | 减仓 |
| GE | GE AEROSPACE | $6,475.80万 | 0.10% | 228,206 | 21,980 | 10.7% | $623.73万 | 加仓 |
| PEP | PEPSICO INC | $6,526.82万 | 0.10% | 420,299 | 10,290 | 2.5% | $159.79万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $6,650.19万 | 0.10% | 560,582 | 42,559 | 8.2% | $504.88万 | 加仓 |
| WFC | WELLS FARGO & CO | $6,790.81万 | 0.10% | 853,010 | 49,329 | 6.1% | $392.71万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,820.70万 | 0.10% | 891,129 | -279,392 | -23.9% | -$2,138.47万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $6,939.46万 | 0.10% | 146,637 | -7,847 | -5.1% | -$371.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,972.09万 | 0.10% | 287,639 | 20,910 | 7.8% | $506.84万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $6,998.13万 | 0.10% | 831,428 | -59,237 | -6.7% | -$498.60万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $7,016.33万 | 0.10% | 2,939,392 | 144,192 | 5.2% | $344.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,047.72万 | 0.10% | 2,297,170 | 508,108 | 28.4% | $1,558.88万 | 加仓 |
| TJX | TJX COS INC NEW | $7,087.24万 | 0.10% | 443,784 | 48,339 | 12.2% | $771.97万 | 加仓 |
| EOG | EOG RES INC | $7,197.26万 | 0.11% | 497,839 | -631,600 | -55.9% | -$9,131.05万 | 减仓 |
| SHM | SPDR SERIES TRUST | $7,393.29万 | 0.11% | 1,545,743 | -167,740 | -9.8% | -$802.30万 | 减仓 |
| C | CITIGROUP INC | $7,462.31万 | 0.11% | 657,994 | 40,194 | 6.5% | $455.84万 | 加仓 |
| GLD | SPDR GOLD TR | $7,517.82万 | 0.11% | 175,770 | -138,110 | -44.0% | -$5,907.07万 | 减仓 |
| FDX | FEDEX CORP | $7,543.33万 | 0.11% | 211,784 | -95,712 | -31.1% | -$3,409.07万 | 减仓 |
| SHYG | ISHARES TR | $7,594.85万 | 0.11% | 1,795,049 | -135,871 | -7.0% | -$574.87万 | 减仓 |
| ORCL | ORACLE CORP | $7,704.07万 | 0.11% | 523,694 | 2,201 | 0.4% | $32.38万 | 加仓 |
| NUSC | NUSHARES ETF TR | $7,756.30万 | 0.11% | 1,721,326 | 241,758 | 16.3% | $1,089.36万 | 加仓 |
| BIL | SPDR SERIES TRUST | $7,761.16万 | 0.11% | 846,918 | 108,571 | 14.7% | $994.94万 | 加仓 |
| QCOM | QUALCOMM INC | $7,781.68万 | 0.12% | 606,464 | -56,393 | -8.5% | -$723.59万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $7,903.20万 | 0.12% | 379,870 | -22,976 | -5.7% | -$478.02万 | 减仓 |
| SUSL | ISHARES TR | $8,029.86万 | 0.12% | 706,838 | -25,651 | -3.5% | -$291.40万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,043.17万 | 0.12% | 112 | -2 | -1.8% | -$143.63万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $8,215.91万 | 0.12% | 1,115,685 | -50,645 | -4.3% | -$372.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $9,224.49万 | 0.14% | 638,639 | 17,378 | 2.8% | $251.01万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $9,311.90万 | 0.14% | 2,390,117 | 1,211,251 | 102.7% | $4,719.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,439.60万 | 0.14% | 481,121 | 18,322 | 4.0% | $359.48万 | 加仓 |
| MRK | MERCK & CO INC | $9,454.04万 | 0.14% | 785,937 | 10,727 | 1.4% | $129.04万 | 加仓 |
| VO | VANGUARD INDEX FDS | $9,509.56万 | 0.14% | 331,136 | -120,772 | -26.7% | -$3,468.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $9,514.18万 | 0.14% | 278,364 | 10,385 | 3.9% | $354.95万 | 加仓 |
| KLAC | KLA CORP | $9,526.71万 | 0.14% | 64,701 | -16,782 | -20.6% | -$2,471.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,664.75万 | 0.14% | 1,358,745 | 239,764 | 21.4% | $1,705.44万 | 加仓 |