MERCER GLOBAL ADVISORS INC /ADV
DENVER CO · SEC CIK 0000853758
$809.32亿2026Q2 申报市值
3,655持仓数
36.1%前十大占比 · 第一大 5.5%
523 / 144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
AGG 加仓+$5.59亿
BSV 加仓+$4.07亿
IVV 加仓+$3.76亿
BNDX 加仓+$1.48亿
VXUS 加仓+$1.46亿
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$1.97亿
TBLL 减仓-$1.16亿
INTC 减仓-$9,604.90万
MTUM 减仓-$9,306.60万
ORKA 清仓-$3,936.12万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $44.54亿 | 5.50% | 44,994,014 | 5,645,255 | 14.3% | $5.59亿 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $39.46亿 | 4.88% | 50,651,293 | 5,220,847 | 11.5% | $4.07亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $37.51亿 | 4.64% | 5,462,185 | 203,244 | 3.9% | $1.40亿 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $32.48亿 | 4.01% | 73,219,086 | 2,926,765 | 4.2% | $1.30亿 | 加仓 |
| MTUM | ISHARES TR | $27.83亿 | 3.44% | 8,117,410 | -271,464 | -3.2% | -$9,306.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.05亿 | 3.22% | 36,559,773 | 821,010 | 2.3% | $5,849.70万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.86亿 | 2.95% | 43,369,886 | 1,032,854 | 2.4% | $5,681.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $21.56亿 | 2.66% | 51,655,115 | 2,924,177 | 6.0% | $1.22亿 | 加仓 |
| AAPL | APPLE INC | $20.22亿 | 2.50% | 6,988,551 | 322,191 | 4.8% | $9,322.92万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $19.05亿 | 2.35% | 39,340,451 | 3,058,915 | 8.4% | $1.48亿 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $15.46亿 | 1.91% | 41,492,937 | 3,031,526 | 7.9% | $1.13亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $15.38亿 | 1.90% | 7,685,771 | 512,250 | 7.1% | $1.02亿 | 加仓 |
| IMTM | ISHARES TR | $13.79亿 | 1.70% | 25,849,053 | 1,841,268 | 7.7% | $9,819.48万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $12.94亿 | 1.60% | 23,955,107 | 1,693,468 | 7.6% | $9,148.11万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $12.15亿 | 1.50% | 35,612,854 | 3,281,893 | 10.2% | $1.12亿 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $11.15亿 | 1.38% | 15,209,879 | 356,106 | 2.4% | $2,611.68万 | 加仓 |
| MUB | ISHARES TR | $11.15亿 | 1.38% | 10,361,448 | 1,003,774 | 10.7% | $1.08亿 | 加仓 |
| SUB | ISHARES TR | $11.11亿 | 1.37% | 10,432,746 | 1,236,131 | 13.4% | $1.32亿 | 加仓 |
| VB | VANGUARD INDEX FDS | $10.37亿 | 1.28% | 3,420,614 | 91,724 | 2.8% | $2,780.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9.88亿 | 1.22% | 16,554,553 | -38,920 | -0.2% | -$232.31万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $9.62亿 | 1.19% | 9,970,793 | 81,427 | 0.8% | $785.69万 | 加仓 |
| IVV | ISHARES TR | $9.55亿 | 1.18% | 1,274,862 | 502,199 | 65.0% | $3.76亿 | 加仓 |
| MSFT | MICROSOFT CORP | $8.08亿 | 1.00% | 2,166,180 | 147,224 | 7.3% | $5,491.75万 | 加仓 |
| AMZN | AMAZON COM INC | $5.83亿 | 0.72% | 2,444,026 | 225,263 | 10.2% | $5,368.92万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5.81亿 | 0.72% | 11,479,867 | 647,491 | 6.0% | $3,275.01万 | 加仓 |
| GOOGL | ALPHABET INC | $5.74亿 | 0.71% | 1,605,150 | 63,164 | 4.1% | $2,257.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5.70亿 | 0.70% | 1,539,100 | -531,234 | -25.7% | -$1.97亿 | 减仓 |
| GOOG | ALPHABET INC | $5.26亿 | 0.65% | 1,487,716 | 76,652 | 5.4% | $2,708.34万 | 加仓 |
| AVGO | BROADCOM INC | $4.65亿 | 0.57% | 1,231,090 | 48,738 | 4.1% | $1,841.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.59亿 | 0.57% | 397,223 | -1,428 | -0.4% | -$164.83万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.56亿 | 0.56% | 2,883,738 | 177,083 | 6.5% | $2,798.44万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4.51亿 | 0.56% | 1,833,274 | 492,357 | 36.7% | $1.21亿 | 加仓 |
| IEFA | ISHARES TR | $4.30亿 | 0.53% | 4,450,490 | -187,648 | -4.0% | -$1,812.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.11亿 | 0.51% | 550,225 | 44,446 | 8.8% | $3,319.09万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $3.85亿 | 0.48% | 7,677,438 | 650,418 | 9.3% | $3,263.80万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3.22亿 | 0.40% | 3,929,304 | 535,143 | 15.8% | $4,384.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3.11亿 | 0.38% | 950,438 | 113,113 | 13.5% | $3,702.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3.01亿 | 0.37% | 408,843 | 61,703 | 17.8% | $4,543.81万 | 加仓 |
| META | META PLATFORMS INC | $3.00亿 | 0.37% | 532,588 | 57,558 | 12.1% | $3,242.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.96亿 | 0.37% | 592,066 | 27,995 | 5.0% | $1,400.84万 | 加仓 |
| IWB | ISHARES TR | $2.95亿 | 0.37% | 721,484 | -63,258 | -8.1% | -$2,590.41万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.85亿 | 0.35% | 9,672,309 | -256,234 | -2.6% | -$754.10万 | 减仓 |
| TSLA | TESLA INC | $2.73亿 | 0.34% | 649,933 | 62,816 | 10.7% | $2,642.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.63亿 | 0.32% | 606,442 | -30,802 | -4.8% | -$1,334.74万 | 减仓 |
| INTC | INTEL CORP | $2.56亿 | 0.32% | 1,830,116 | -687,882 | -27.3% | -$9,604.90万 | 减仓 |
| QUAL | ISHARES TR | $2.54亿 | 0.31% | 1,158,867 | -2,542 | -0.2% | -$55.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.48亿 | 0.31% | 426,204 | 147,214 | 52.8% | $8,551.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.41亿 | 0.30% | 8,707,217 | -194,021 | -2.2% | -$537.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2.37亿 | 0.29% | 931,576 | 20,557 | 2.3% | $522.09万 | 加仓 |
| — | EXXON MOBIL CORP | $2.33亿 | 0.29% | 1,702,297 | 127,713 | 8.1% | $1,746.09万 | 加仓 |
| LLY | ELI LILLY & CO | $2.28亿 | 0.28% | 189,731 | 14,668 | 8.4% | $1,759.32万 | 加仓 |
| VLUE | ISHARES TR | $2.25亿 | 0.28% | 1,127,613 | -54,636 | -4.6% | -$1,091.68万 | 减仓 |
| WMT | WALMART INC | $2.24亿 | 0.28% | 1,980,005 | 103,150 | 5.5% | $1,168.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.07亿 | 0.26% | 286,104 | 7,740 | 2.8% | $559.60万 | 加仓 |
| IWF | ISHARES TR | $2.04亿 | 0.25% | 1,643,658 | 11,214 | 0.7% | $139.24万 | 加仓 |
| IJR | ISHARES TR | $2.03亿 | 0.25% | 1,371,731 | 46,182 | 3.5% | $684.93万 | 加仓 |
| CAT | CATERPILLAR INC | $2.02亿 | 0.25% | 189,337 | 32,591 | 20.8% | $3,470.61万 | 加仓 |
| EAGG | ISHARES TR | $2.01亿 | 0.25% | 4,247,541 | 419,514 | 11.0% | $1,988.92万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.89亿 | 0.23% | 2,210,219 | 1,710,490 | 342.3% | $1.46亿 | 加仓 |
| IEMG | ISHARES INC | $1.85亿 | 0.23% | 2,236,895 | -180,626 | -7.5% | -$1,496.31万 | 减仓 |
| KLAC | KLA CORP | $1.79亿 | 0.22% | 593,590 | -53,420 | -8.3% | -$1,611.73万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1.77亿 | 0.22% | 930,104 | 170,098 | 22.4% | $3,240.71万 | 加仓 |
| CSCO | CISCO SYS INC | $1.72亿 | 0.21% | 1,468,436 | -40,908 | -2.7% | -$480.51万 | 减仓 |
| IDV | ISHARES TR | $1.67亿 | 0.21% | 4,022,070 | 147,383 | 3.8% | $610.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1.65亿 | 0.20% | 1,382,213 | 40,757 | 3.0% | $487.13万 | 加仓 |
| IWM | ISHARES TR | $1.62亿 | 0.20% | 537,633 | 18,046 | 3.5% | $542.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.61亿 | 0.20% | 171,725 | 21,017 | 13.9% | $1,966.08万 | 加仓 |
| EFA | ISHARES TR | $1.58亿 | 0.20% | 1,520,294 | -112,484 | -6.9% | -$1,168.48万 | 减仓 |
| HD | HOME DEPOT INC | $1.54亿 | 0.19% | 435,389 | 55,296 | 14.5% | $1,950.18万 | 加仓 |
| ESGD | ISHARES TR | $1.53亿 | 0.19% | 1,484,182 | 51,272 | 3.6% | $527.13万 | 加仓 |
| IVLU | ISHARES TR | $1.44亿 | 0.18% | 3,445,556 | -40,231 | -1.2% | -$168.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.41亿 | 0.17% | 1,632,494 | -820 | -0.1% | -$7.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.40亿 | 0.17% | 591,708 | 6,275 | 1.1% | $148.48万 | 加仓 |
| IBDT | ISHARES TR | $1.40亿 | 0.17% | 5,532,094 | 247,070 | 4.7% | $623.85万 | 加仓 |
| ITOT | ISHARES TR | $1.39亿 | 0.17% | 843,347 | 11,667 | 1.4% | $191.65万 | 加仓 |
| ABBV | ABBVIE INC | $1.37亿 | 0.17% | 543,313 | 70,669 | 15.0% | $1,778.32万 | 加仓 |
| IQLT | ISHARES TR | $1.36亿 | 0.17% | 2,734,970 | 5,597 | 0.2% | $27.73万 | 加仓 |
| IBDS | ISHARES TR | $1.35亿 | 0.17% | 5,566,800 | 365,673 | 7.0% | $885.66万 | 加仓 |
| IBDU | ISHARES TR | $1.34亿 | 0.17% | 5,791,658 | 757,876 | 15.1% | $1,755.24万 | 加仓 |
| IBDV | ISHARES TR | $1.33亿 | 0.16% | 6,081,902 | 707,670 | 13.2% | $1,542.72万 | 加仓 |
| V | VISA INC | $1.31亿 | 0.16% | 381,864 | 52,477 | 15.9% | $1,800.43万 | 加仓 |
| IJH | ISHARES TR | $1.29亿 | 0.16% | 1,672,609 | -266,945 | -13.8% | -$2,058.41万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $1.27亿 | 0.16% | 1,254,555 | -74,778 | -5.6% | -$757.58万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.27亿 | 0.16% | 581,774 | 100,653 | 20.9% | $2,193.53万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.26亿 | 0.16% | 982,092 | -12,237 | -1.2% | -$156.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.26亿 | 0.16% | 758,835 | 111,797 | 17.3% | $1,853.15万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $1.25亿 | 0.15% | 941,283 | 109,855 | 13.2% | $1,458.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.24亿 | 0.15% | 1,506,590 | 147,845 | 10.9% | $1,217.36万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.23亿 | 0.15% | 2,972,994 | 582,877 | 24.4% | $2,404.37万 | 加仓 |
| USIG | ISHARES TR | $1.23亿 | 0.15% | 2,389,937 | 1,171,383 | 96.1% | $6,008.02万 | 加仓 |
| APH | AMPHENOL CORP | $1.21亿 | 0.15% | 685,291 | -84,402 | -11.0% | -$1,488.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.18亿 | 0.15% | 1,681,761 | 129,123 | 8.3% | $902.57万 | 加仓 |
| NFLX | NETFLIX INC. | $1.15亿 | 0.14% | 1,609,269 | -5,581 | -0.3% | -$39.85万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1.09亿 | 0.14% | 720,078 | -11,741 | -1.6% | -$178.50万 | 减仓 |
| MRK | MERCK & CO INC | $1.09亿 | 0.13% | 845,459 | 59,522 | 7.6% | $764.86万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.09亿 | 0.13% | 1,478,257 | 362,572 | 32.5% | $2,661.64万 | 加仓 |
| QCOM | QUALCOMM INC | $1.08亿 | 0.13% | 582,175 | -24,289 | -4.0% | -$448.84万 | 减仓 |
| GLW | CORNING INC | $1.05亿 | 0.13% | 410,688 | 65,432 | 19.0% | $1,671.33万 | 加仓 |
| IBDR | ISHARES TR | $1.05亿 | 0.13% | 4,313,634 | 40,576 | 0.9% | $98.32万 | 加仓 |
| IWV | ISHARES TR | $1.03亿 | 0.13% | 242,291 | -33,445 | -12.1% | -$1,426.09万 | 减仓 |