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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $39.06亿 | 5.78% | 39,348,759 | 3,089,191 | 8.5% | $3.07亿 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $35.62亿 | 5.27% | 45,430,446 | 3,986,567 | 9.6% | $3.13亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $31.42亿 | 4.65% | 5,258,941 | -123,734 | -2.3% | -$7,393.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.32亿 | 4.04% | 70,292,321 | 5,934,118 | 9.2% | $2.31亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.90亿 | 3.39% | 35,738,763 | 894,577 | 2.6% | $5,732.45万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.52亿 | 3.04% | 42,337,032 | 2,473,806 | 6.2% | $1.20亿 | 加仓 |
| MTUM | ISHARES TR | $20.13亿 | 2.98% | 8,388,874 | 563,984 | 7.2% | $1.35亿 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $17.91亿 | 2.65% | 48,730,938 | 3,939,324 | 8.8% | $1.45亿 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $17.43亿 | 2.58% | 36,281,536 | 1,553,019 | 4.5% | $7,462.26万 | 加仓 |
| AAPL | APPLE INC | $16.79亿 | 2.48% | 6,666,360 | 64,575 | 1.0% | $1,626.59万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $13.67亿 | 2.02% | 38,461,411 | 1,462,378 | 4.0% | $5,195.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $12.20亿 | 1.81% | 7,173,521 | 1,183,028 | 19.7% | $2.01亿 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $11.75亿 | 1.74% | 22,261,639 | 738,073 | 3.4% | $3,895.55万 | 加仓 |
| IMTM | ISHARES TR | $11.53亿 | 1.71% | 24,007,785 | 1,151,963 | 5.0% | $5,531.73万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $10.42亿 | 1.54% | 32,330,961 | 2,156,936 | 7.1% | $6,949.65万 | 加仓 |
| MUB | ISHARES TR | $9.93亿 | 1.47% | 9,357,674 | 808,430 | 9.5% | $8,581.48万 | 加仓 |
| SUB | ISHARES TR | $9.79亿 | 1.45% | 9,196,615 | 707,341 | 8.3% | $7,533.18万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $9.25亿 | 1.37% | 14,853,773 | 394,499 | 2.7% | $2,457.73万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8.97亿 | 1.33% | 16,593,473 | 758,913 | 4.8% | $4,101.92万 | 加仓 |
| VB | VANGUARD INDEX FDS | $8.72亿 | 1.29% | 3,328,890 | 133,747 | 4.2% | $3,503.10万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $7.97亿 | 1.18% | 9,889,366 | 261,955 | 2.7% | $2,110.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $7.45亿 | 1.10% | 2,018,956 | 43,298 | 2.2% | $1,597.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.64亿 | 0.98% | 2,070,334 | 17,819 | 0.9% | $571.49万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5.40亿 | 0.80% | 10,832,376 | 603,571 | 5.9% | $3,011.22万 | 加仓 |
| IVV | ISHARES TR | $5.05亿 | 0.75% | 772,663 | 59,504 | 8.3% | $3,886.86万 | 加仓 |
| AMZN | AMAZON COM INC | $4.61亿 | 0.68% | 2,218,763 | 98,319 | 4.6% | $2,042.91万 | 加仓 |
| GOOGL | ALPHABET INC | $4.43亿 | 0.66% | 1,541,986 | 9,180 | 0.6% | $263.95万 | 加仓 |
| IEFA | ISHARES TR | $4.20亿 | 0.62% | 4,638,138 | 656,054 | 16.5% | $5,939.26万 | 加仓 |
| GOOG | ALPHABET INC | $4.04亿 | 0.60% | 1,411,064 | 195,189 | 16.1% | $5,592.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.01亿 | 0.59% | 2,706,655 | -45,072 | -1.6% | -$667.52万 | 减仓 |
| AVGO | BROADCOM INC | $3.64亿 | 0.54% | 1,182,352 | 62,805 | 5.6% | $1,931.43万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $3.50亿 | 0.52% | 7,027,020 | 888,448 | 14.5% | $4,428.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.24亿 | 0.48% | 505,779 | -30,216 | -5.6% | -$1,936.66万 | 减仓 |
| IWB | ISHARES TR | $2.80亿 | 0.41% | 784,742 | -7,775 | -1.0% | -$277.23万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2.76亿 | 0.41% | 1,340,917 | 127,911 | 10.5% | $2,632.41万 | 加仓 |
| META | META PLATFORMS INC | $2.71亿 | 0.40% | 475,030 | 13,312 | 2.9% | $759.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.70亿 | 0.40% | 564,071 | 15,819 | 2.9% | $758.05万 | 加仓 |
| — | EXXON MOBIL CORP | $2.67亿 | 0.40% | 1,574,584 | 70,990 | 4.7% | $1,204.42万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.55亿 | 0.38% | 9,928,543 | -458,464 | -4.4% | -$1,175.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.46亿 | 0.36% | 837,325 | 76,368 | 10.0% | $2,242.55万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.41亿 | 0.36% | 3,394,161 | 568,587 | 20.1% | $4,031.85万 | 加仓 |
| WMT | WALMART INC | $2.33亿 | 0.35% | 1,876,855 | 72,727 | 4.0% | $903.85万 | 加仓 |
| QUAL | ISHARES TR | $2.23亿 | 0.33% | 1,161,409 | -207,969 | -15.2% | -$3,989.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2.23亿 | 0.33% | 911,019 | 61,285 | 7.2% | $1,498.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.20亿 | 0.33% | 8,901,238 | -221,277 | -2.4% | -$547.66万 | 减仓 |
| TSLA | TESLA INC | $2.17亿 | 0.32% | 587,117 | 63,364 | 12.1% | $2,342.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2.00亿 | 0.30% | 347,140 | -83,202 | -19.3% | -$4,795.43万 | 减仓 |
| EAGG | ISHARES TR | $1.82亿 | 0.27% | 3,828,027 | 864,651 | 29.2% | $4,111.42万 | 加仓 |
| IWF | ISHARES TR | $1.74亿 | 0.26% | 408,111 | -22,550 | -5.2% | -$961.53万 | 减仓 |
| IEMG | ISHARES INC | $1.69亿 | 0.25% | 2,417,521 | 88,137 | 3.8% | $614.76万 | 加仓 |
| VLUE | ISHARES TR | $1.68亿 | 0.25% | 1,182,249 | -46,582 | -3.8% | -$662.35万 | 减仓 |
| IDV | ISHARES TR | $1.65亿 | 0.24% | 3,874,687 | 81,106 | 2.1% | $345.19万 | 加仓 |
| IJR | ISHARES TR | $1.65亿 | 0.24% | 1,325,549 | -516 | -0.0% | -$6.41万 | 减仓 |
| LLY | ELI LILLY & CO | $1.61亿 | 0.24% | 175,063 | 40,673 | 30.3% | $3,740.99万 | 加仓 |
| EFA | ISHARES TR | $1.59亿 | 0.23% | 1,632,778 | 169,226 | 11.6% | $1,643.69万 | 加仓 |
| NFLX | NETFLIX INC. | $1.55亿 | 0.23% | 1,614,850 | -1,912 | -0.1% | -$18.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.50亿 | 0.22% | 150,708 | 22,747 | 17.8% | $2,266.57万 | 加仓 |
| IVLU | ISHARES TR | $1.38亿 | 0.20% | 3,485,787 | -177,401 | -4.8% | -$703.93万 | 减仓 |
| ESGD | ISHARES TR | $1.37亿 | 0.20% | 1,432,910 | 62,930 | 4.6% | $601.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.36亿 | 0.20% | 637,244 | -9,931 | -1.5% | -$212.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.35亿 | 0.20% | 398,651 | 53,273 | 15.4% | $1,799.42万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $1.34亿 | 0.20% | 1,329,333 | 15,818 | 1.2% | $159.98万 | 加仓 |
| IBDT | ISHARES TR | $1.34亿 | 0.20% | 5,285,024 | -3,534,939 | -40.1% | -$8,954.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.33亿 | 0.20% | 647,038 | -39,301 | -5.7% | -$809.42万 | 减仓 |
| IJH | ISHARES TR | $1.31亿 | 0.19% | 1,939,554 | -335,550 | -14.7% | -$2,265.97万 | 减仓 |
| IWM | ISHARES TR | $1.28亿 | 0.19% | 519,587 | 45,308 | 9.6% | $1,119.48万 | 加仓 |
| IQLT | ISHARES TR | $1.26亿 | 0.19% | 2,729,373 | 80,979 | 3.1% | $374.37万 | 加仓 |
| IBDS | ISHARES TR | $1.26亿 | 0.19% | 5,201,127 | 25,381 | 0.5% | $61.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.26亿 | 0.19% | 585,433 | -187,220 | -24.2% | -$4,026.36万 | 减仓 |
| HD | HOME DEPOT INC | $1.25亿 | 0.18% | 380,093 | 124 | 0.0% | $4.08万 | 加仓 |
| ITOT | ISHARES TR | $1.18亿 | 0.18% | 831,680 | 5,356 | 0.6% | $76.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.18亿 | 0.17% | 272,219 | -35,788 | -11.6% | -$1,552.67万 | 减仓 |
| IBDV | ISHARES TR | $1.18亿 | 0.17% | 5,374,232 | -815,364 | -13.2% | -$1,784.83万 | 减仓 |
| CSCO | CISCO SYS INC | $1.17亿 | 0.17% | 1,509,344 | -74,002 | -4.7% | -$574.18万 | 减仓 |
| IBDU | ISHARES TR | $1.17亿 | 0.17% | 5,033,782 | -577,630 | -10.3% | -$1,343.57万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1.17亿 | 0.17% | 167,682 | -81,935 | -32.8% | -$5,716.75万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1.16亿 | 0.17% | 1,098,902 | 1,098,902 | — | $1.16亿 | 新建仓 |
| INTC | INTEL CORP | $1.11亿 | 0.16% | 2,517,998 | -397,060 | -13.6% | -$1,752.23万 | 减仓 |
| CAT | CATERPILLAR INC | $1.11亿 | 0.16% | 156,746 | 211 | 0.1% | $14.95万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.11亿 | 0.16% | 994,329 | -21,348 | -2.1% | -$237.35万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1.06亿 | 0.16% | 731,819 | -60,334 | -7.6% | -$873.58万 | 减仓 |
| IBDR | ISHARES TR | $1.04亿 | 0.15% | 4,273,058 | 136,681 | 3.3% | $331.31万 | 加仓 |
| ABBV | ABBVIE INC | $1.03亿 | 0.15% | 472,644 | 42,013 | 9.8% | $913.74万 | 加仓 |
| IWV | ISHARES TR | $1.02亿 | 0.15% | 275,736 | 3,361 | 1.2% | $124.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.01亿 | 0.15% | 760,006 | -32,336 | -4.1% | -$429.32万 | 减仓 |
| USMV | ISHARES TR | $9,996.35万 | 0.15% | 1,077,889 | -189,724 | -15.0% | -$1,759.50万 | 减仓 |
| V | VISA INC | $9,955.40万 | 0.15% | 329,387 | 1,758 | 0.5% | $53.13万 | 加仓 |
| APH | AMPHENOL CORP | $9,725.07万 | 0.14% | 769,693 | -96,620 | -11.2% | -$1,220.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,696.22万 | 0.14% | 1,552,638 | 128,599 | 9.0% | $803.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,664.75万 | 0.14% | 1,358,745 | 239,764 | 21.4% | $1,705.44万 | 加仓 |
| KLAC | KLA CORP | $9,526.71万 | 0.14% | 64,701 | -16,782 | -20.6% | -$2,471.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $9,514.18万 | 0.14% | 278,364 | 10,385 | 3.9% | $354.95万 | 加仓 |
| VO | VANGUARD INDEX FDS | $9,509.56万 | 0.14% | 331,136 | -120,772 | -26.7% | -$3,468.33万 | 减仓 |
| MRK | MERCK & CO INC | $9,454.04万 | 0.14% | 785,937 | 10,727 | 1.4% | $129.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,439.60万 | 0.14% | 481,121 | 18,322 | 4.0% | $359.48万 | 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 |
| PG | PROCTER & GAMBLE CO | $9,224.49万 | 0.14% | 638,639 | 17,378 | 2.8% | $251.01万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $8,215.91万 | 0.12% | 1,115,685 | -50,645 | -4.3% | -$372.95万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,043.17万 | 0.12% | 112 | -2 | -1.8% | -$143.63万 | 减仓 |
| SUSL | ISHARES TR | $8,029.86万 | 0.12% | 706,838 | -25,651 | -3.5% | -$291.40万 | 减仓 |