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MERCER GLOBAL ADVISORS INC /ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MERCER GLOBAL ADVISORS INC /ADV
报告期 2026-03-31 · CIK 0000853758
持仓数
3,217
前50大市值合计
$45.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
23Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 11
增持 99
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
RJF
RAYMOND JAMES FINL INC
+$172.0M
1,748,684
+768%
增持
SCHX
SCHWAB STRATEGIC TR
+$66.6M
10,769,861
+139%
增持
BSV
VANGUARD BD INDEX FDS
+$62.7M
8,994,959
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+14%
增持
USMV
ISHARES TR
+$60.9M
2,970,407
+42%
增持
SUB
ISHARES TR
+$31.2M
1,529,890
+27%
减持
EOG
EOG RES INC
+$31.1M
1,206,822
-5%
增持
AAPL
APPLE INC
+$30.4M
2,862,031
+8%
增持
—
EXXON MOBIL CORP
+$29.7M
1,031,827
+14%
增持
AGG
ISHARES TR
+$28.6M
4,729,135
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.3M
321,598
+12%
增持
MUB
ISHARES TR
+$26.6M
1,994,151
+21%
增持
SCHF
SCHWAB STRATEGIC TR
+$25.2M
10,009,561
+14%
增持
IVE
ISHARES TR
+$24.4M
182,342
+609%
增持
QUAL
ISHARES TR
-$21.9M
3,823,564
+4%
增持
IJH
ISHARES TR
+$21.7M
128,648
+184%
清仓
GSBC
GREAT SOUTHN BANCORP INC
-$20.3M
0
-100%
增持
HD
HOME DEPOT INC
-$19.4M
223,033
+7%
建仓
GLDM
WORLD GOLD TR
+$19.4M
504,837
增持
BNDX
VANGUARD CHARLOTTE FDS
+$19.0M
3,985,842
+16%
增持
EFAV
ISHARES TR
+$18.0M
1,423,086
+29%
减持
—
LEGG MASON ETF
-$17.4M
245,456
-72%
增持
META
FACEBOOK INC
-$15.4M
262,776
+20%
增持
IVLU
ISHARES TR
+$15.3M
9,897,325
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.6M
478,959
+30%
增持
EFA
ISHARES TR
+$14.5M
456,752
+88%
增持
IVV
ISHARES TR
-$13.6M
733,145
+1%
建仓
LQDH
ISHARES U S ETF TR
+$13.1M
140,095
增持
IEFA
ISHARES TR
+$12.4M
1,045,736
+29%
减持
DFUS
DIMENSIONAL ETF TRUST
-$12.0M
3,726,380
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$11.9M
479,424
-0%
增持
COP
CONOCOPHILLIPS
+$11.6M
302,429
+17%
减持
TNET
TRINET GROUP INC
-$10.6M
31,068
-78%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$10.3M
689,189
+414%
清仓
—
WORLD GOLD TR
-$10.1M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$10.0M
241,715
+97%
增持
VUG
VANGUARD INDEX FDS
+$9.7M
239,175
+30%
增持
IJS
ISHARES TR
+$9.7M
123,307
+339%
增持
JNJ
JOHNSON & JOHNSON
+$9.6M
387,236
+12%
建仓
SHEL
SHELL PLC
+$9.6M
174,016
减持
DFAC
DIMENSIONAL ETF TRUST
-$9.4M
4,718,602
-2%
增持
IMTM
ISHARES TR
+$9.3M
6,970,854
+11%
增持
SCHA
SCHWAB STRATEGIC TR
+$9.3M
2,138,864
+138%
增持
MDYG
SPDR SER TR
+$9.2M
404,515
+59%
增持
ABBV
ABBVIE INC
+$9.0M
303,010
+2%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$8.5M
873,091
-12%
增持
CVX
CHEVRON CORP
+$8.4M
180,291
+1%
增持
NKE
NIKE INC
-$8.3M
271,611
+1%
建仓
DASH
DOORDASH INC
+$8.2M
70,265
增持
UPS
UNITED PARCEL SERVICE INC
+$8.1M
129,564
+41%
增持
IJR
ISHARES TR
+$7.9M
482,737
+25%
增持
SHM
SPDR SER TR
-$7.8M
4,809,532
+0%
减持
ARKK
ARK ETF TR
-$7.7M
199,907
-10%
减持
VNQ
VANGUARD INDEX FDS
-$7.3M
67,686
-46%
增持
EEMV
ISHARES INC
+$7.1M
237,488
+102%
建仓
USFR
WISDOMTREE TR
+$7.1M
140,725
增持
IVW
ISHARES TR
+$7.0M
1,523,867
+17%
减持
VGT
VANGUARD WORLD FDS
-$7.0M
58,721
-14%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$6.9M
218,768
+15%
增持
VIGI
VANGUARD WHITEHALL FDS
+$6.9M
100,548
+725%
增持
MTUM
ISHARES TR
+$6.7M
3,212,283
+9%
建仓
IAGG
ISHARES TR
+$6.6M
127,046
减持
IEF
ISHARES TR
-$6.5M
42,502
-56%
增持
AVGO
BROADCOM INC
+$6.4M
36,138
+47%
减持
DHR
DANAHER CORPORATION
-$6.2M
78,915
-12%
减持
VB
VANGUARD INDEX FDS
-$6.1M
177,064
-9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$6.1M
4,768,465
+2%
增持
TIP
ISHARES TR
+$6.0M
81,378
+156%
增持
UNP
UNION PAC CORP
+$6.0M
108,749
+15%
增持
AMAT
APPLIED MATLS INC
-$5.8M
249,494
+2%
减持
TLT
ISHARES TR
-$5.5M
16,841
-68%
减持
DGRO
ISHARES TR
-$5.4M
360,390
-19%
增持
AOS
SMITH A O CORP
+$5.2M
102,364
+575%
增持
SCHB
SCHWAB STRATEGIC TR
-$5.2M
1,241,361
+96%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$5.2M
136,894
+303%
增持
—
LAM RESEARCH CORP
-$5.2M
30,990
+2%
增持
EMGF
ISHARES INC
+$5.2M
3,959,243
+9%
减持
SCHM
SCHWAB STRATEGIC TR
-$5.1M
739,547
-3%
增持
FLOT
ISHARES TR
+$5.0M
126,967
+372%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$5.0M
90,673
+6%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.0M
410,555
+88%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$5.0M
92,900
清仓
—
BHP GROUP PLC
-$4.9M
0
-100%
增持
SMMV
ISHARES TR
+$4.9M
1,185,380
+18%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.8M
684,541
+43%
增持
DSI
ISHARES TR
+$4.8M
132,380
+84%
减持
IHF
ISHARES TR
-$4.7M
68,343
-18%
建仓
FMAT
FIDELITY COVINGTON TRUST
+$4.7M
94,736
增持
MSI
MOTOROLA SOLUTIONS INC
+$4.7M
45,266
+96%
增持
KR
KROGER CO
+$4.6M
355,147
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.5M
477,385
+25%
增持
CSCO
CISCO SYS INC
-$4.5M
831,698
+4%
增持
FDIS
FIDELITY COVINGTON TRUST
+$4.5M
60,017
+2021%
增持
IWF
ISHARES TR
-$4.5M
319,634
+5%
增持
GOOG
ALPHABET INC CAP STK
+$4.5M
26,417
+10%
减持
QRVO
QORVO INC
-$4.4M
61,702
-20%
增持
SYY
SYSCO CORP
+$4.4M
86,089
+156%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.4M
1,030,885
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.4M
123,169
+6%
增持
REGN
REGENERON PHARMACEUTICALS
+$4.3M
13,389
+68%
增持
IQLT
ISHARES TR
-$4.3M
6,974,865
+5%
增持
VOO
VANGUARD INDEX FDS
+$4.3M
87,108
+19%
增持
IWD
ISHARES TR
+$4.2M
138,615
+24%
建仓
IBDS
ISHARES TR
+$4.2M
168,880
清仓
—
ROYAL DUTCH SHELL PLC SPONS A
-$4.2M
0
-100%
增持
MGM
MGM RESORTS INTERNATIONAL
+$4.2M
156,121
+197%
增持
BOND
PIMCO ETF TR
-$4.2M
872,513
+3%
增持
VWOB
VANGUARD WHITEHALL FDS
+$4.1M
65,179
+1130%
减持
NVR
NVR INC
-$4.1M
2,673
-1%
减持
CBRE
CBRE GROUP INC
-$4.0M
143,449
-9%
减持
MS
MORGAN STANLEY
-$4.0M
180,853
-10%
减持
—
GARMIN LTD SHS
-$4.0M
72,204
-22%
增持
GOOGL
ALPHABET INC CAP STK
+$3.9M
31,225
+9%
增持
MRSH
MARSH & MCLENNAN COS INC
+$3.9M
40,459
+134%
增持
DHI
D R HORTON INC
-$3.8M
124,997
+3%
增持
GEN
NORTONLIFELOCK INC
+$3.8M
266,747
+113%
增持
AXP
AMERICAN EXPRESS CO
+$3.8M
67,684
+25%
增持
NFLX
NETFLIX INC
-$3.8M
22,542
+11%
增持
MRK
MERCK & CO. INC
+$3.8M
251,722
+14%
增持
EAGG
ISHARES TR
+$3.7M
305,115
+40%
增持
PM
PHILIP MORRIS INTL INC
+$3.7M
289,395
+17%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.7M
554,101
+21%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.6M
7,315
+261%
减持
SHV
ISHARES TR
-$3.6M
38,845
-45%
减持
GM
GENERAL MTRS CO
-$3.6M
136,478
-16%
增持
TSLA
TESLA INC
+$3.5M
62,088
+4%
增持
FUTY
FIDELITY COVINGTON TRUST
+$3.5M
84,551
+674%
增持
VPU
VANGUARD WORLD FDS
+$3.5M
24,912
+683%
减持
XLF
SELECT SECTOR SPDR TR
-$3.5M
201,017
-30%
增持
JPM
JPMORGAN CHASE & CO
-$3.4M
286,341
+7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.4M
167,292
+10%
减持
POWA
INVESCO EXCH TRD SLF IDX FD
-$3.4M
289,728
-11%
增持
SPYV
SPDR SER TR
+$3.4M
1,905,599
+5%
增持
T
AT&T INC
+$3.3M
791,568
+27%
减持
SDY
SPDR SER TR
-$3.3M
129,669
-16%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$3.3M
312,368
-26%
减持
TM
TOYOTA MOTOR CORP
-$3.3M
64,948
-20%
减持
—
INTERPUBLIC GROUP COS INC
-$3.3M
348,276
-17%
增持
PRU
PRUDENTIAL FINL INC
+$3.2M
44,671
+136%
减持
—
EVEREST RE GROUP LTD
-$3.2M
4,144
-75%
增持
SPYG
SPDR SER TR
+$3.2M
67,927
+280%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
87,143
+94%
减持
EHC
ENCOMPASS HEALTH CORP
-$3.1M
9,122
-84%
增持
BHP
BHP GROUP LTD
+$3.0M
75,052
+64%
减持
EEMA
MSCI EM ASIA ETF
-$3.0M
92,667
-23%
增持
KO
COCA COLA CO
+$3.0M
312,205
+13%
减持
—
ISHARES TR
-$3.0M
113,267
-51%
减持
MAS
MASCO CORP
-$3.0M
74,445
-23%
建仓
IBMP
ISHARES TR
+$3.0M
116,547
建仓
APO
APOLLO GLOBAL MGMT INC
+$3.0M
47,582
增持
ED
CONSOLIDATED EDISON INC
+$2.9M
76,268
+52%
