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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 104
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$728.8M
8,351,349
+1076%
增持
SHY
ISHARES TR
+$502.0M
6,214,103
+2316%
增持
AGG
ISHARES TR
+$422.6M
22,529,202
+16%
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。
增持
DFUV
DIMENSIONAL ETF TRUST
+$363.2M
35,285,610
+22%
增持
DUHP
DIMENSIONAL ETF TRUST
+$361.2M
37,824,829
+24%
增持
BSV
VANGUARD BD INDEX FDS
+$355.1M
29,140,104
+15%
增持
VOO
VANGUARD INDEX FDS
+$268.0M
4,162,186
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$227.4M
50,097,401
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$204.2M
21,594,916
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$184.6M
21,601,179
+12%
增持
DFIV
DIMENSIONAL ETF TRUST
+$181.2M
19,389,865
+16%
增持
DIHP
DIMENSIONAL ETF TRUST
+$156.4M
22,146,739
+27%
增持
MTUM
ISHARES TR
+$132.6M
7,916,816
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$112.5M
25,735,428
+10%
增持
VB
VANGUARD INDEX FDS
+$89.7M
2,397,255
+10%
减持
QUAL
ISHARES TR
-$84.6M
1,813,309
-23%
增持
IMTM
ISHARES TR
+$80.5M
19,487,399
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$79.1M
9,367,571
+9%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$75.4M
1,838,242
-36%
减持
VLUE
ISHARES TR
-$69.4M
1,778,181
-30%
增持
MUB
ISHARES TR
+$53.0M
6,442,036
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$53.0M
1,512,998
+1%
增持
NVDA
NVIDIA CORPORATION
+$48.0M
5,076,232
+14%
清仓
—
LAM RESEARCH CORP
-$47.9M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$47.1M
2,333,332
+5%
增持
HD
HOME DEPOT INC
+$40.1M
355,788
+3%
增持
META
META PLATFORMS INC
+$40.1M
385,910
+6%
增持
COST
COSTCO WHSL CORP NEW
+$38.4M
393,817
+1%
增持
SUB
ISHARES TR
+$38.1M
6,312,380
+4%
增持
WMT
WALMART INC
+$37.0M
2,300,694
+4%
增持
QCOM
QUALCOMM INC
+$36.7M
562,568
+1%
增持
GILD
GILEAD SCIENCES INC
+$36.4M
583,664
+152%
增持
JPM
JPMORGAN CHASE & CO.
+$35.1M
706,851
+10%
增持
GOOG
ALPHABET INC
+$32.7M
1,155,125
+10%
减持
DFAE
DIMENSIONAL ETF TRUST
-$31.9M
1,600,934
-46%
减持
UNH
UNITEDHEALTH GROUP INC
+$29.5M
388,403
-0%
减持
IQLT
ISHARES TR
-$27.7M
3,800,880
-20%
减持
INTC
INTEL CORP
-$27.5M
3,171,672
-2%
减持
IVLU
ISHARES TR
-$27.1M
5,251,897
-20%
增持
DFCA
DIMENSIONAL ETF TRUST
+$26.4M
4,457,473
+12%
增持
JNJ
JOHNSON & JOHNSON
+$25.8M
732,216
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$23.9M
1,934,131
+25%
增持
VTEB
VANGUARD MUN BD FDS
+$23.2M
5,959,205
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.1M
495,434
-3%
增持
ORCL
ORACLE CORP
+$22.7M
439,071
+3%
增持
CSHI
NEOS ETF TRUST
+$21.8M
446,446
+13%
减持
IWF
ISHARES TR
+$21.7M
433,906
-13%
增持
KO
COCA COLA CO
+$21.5M
1,112,253
+22%
增持
—
EXXON MOBIL CORP
+$19.6M
1,115,480
+10%
增持
VO
VANGUARD INDEX FDS
+$19.4M
508,011
+8%
减持
V
VISA INC
+$18.9M
285,758
-1%
增持
SOXX
ISHARES TR
-$18.5M
8,741,416
+500%
减持
TFLO
ISHARES TR
-$18.4M
667,716
-35%
减持
TSLA
TESLA INC
+$18.4M
312,522
-1%
减持
—
ACCENTURE PLC IRELAND
+$18.3M
225,554
-28%
减持
T
AT&T INC
+$17.6M
2,603,332
-82%
增持
ESGD
ISHARES TR
+$17.0M
1,131,542
+15%
增持
TLT
ISHARES TR
+$16.8M
190,376
+22%
增持
SCHF
SCHWAB STRATEGIC TR
+$16.6M
11,089,777
+103%
减持
NOC
NORTHROP GRUMMAN CORP
+$16.4M
202,835
-6%
增持
—
MEDTRONIC PLC
+$16.2M
288,753
+123%
增持
MSFT
MICROSOFT CORP
+$15.9M
2,185,433
+4%
增持
MA
MASTERCARD INCORPORATED
+$15.4M
249,006
+2%
增持
MDYV
SPDR SER TR
+$15.1M
203,012
+0%
增持
IGEB
ISHARES TR
+$15.1M
327,622
+10%
增持
SPGI
S&P GLOBAL INC
+$15.0M
219,486
+0%
增持
EAGG
ISHARES TR
+$14.8M
1,737,995
+16%
增持
AJG
GALLAGHER ARTHUR J & CO
+$14.2M
519,337
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$13.9M
61,863
+23%
减持
DFAT
DIMENSIONAL ETF TRUST
-$13.9M
2,251,013
-15%
增持
MO
ALTRIA GROUP INC
+$13.5M
642,008
+37%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$13.5M
212,723
+6%
减持
BWZ
SPDR SER TR
-$13.4M
274,823
-66%
建仓
—
TE CONNECTIVITY PLC ORD
+$13.3M
89,909
减持
ABBV
ABBVIE INC
+$13.2M
355,797
-27%
减持
MU
MICRON TECHNOLOGY INC
+$12.4M
273,575
-0%
增持
PHM
PULTE GROUP INC
+$12.4M
320,871
+4%
增持
IJH
ISHARES TR
+$12.4M
2,441,493
+0%
增持
VBR
VANGUARD INDEX FDS
+$12.3M
164,992
+2%
清仓
—
TE CONNECTIVITY LTD
-$12.2M
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$12.1M
172,546
-38%
增持
CAT
CATERPILLAR INC
+$12.1M
140,959
+6%
增持
SUSL
ISHARES TR
+$11.3M
826,203
+12%
增持
SCHM
SCHWAB STRATEGIC TR
+$11.1M
1,809,861
+262%
减持
HST
HOST HOTELS & RESORTS INC
-$11.0M
953,610
-38%
增持
USHY
ISHARES TR
+$10.9M
1,287,676
+25%
增持
CVX
CHEVRON CORP NEW
+$10.9M
575,521
+5%
增持
—
CHUBB LIMITED
+$10.5M
80,477
+57%
减持
CMCSA
COMCAST CORP NEW
-$10.2M
574,744
-34%
减持
—
BLACKROCK INC
-$9.9M
232
-99%
增持
ECL
ECOLAB INC
+$9.9M
53,193
+254%
建仓
FERG
FERGUSON ENTERPRISES INC
+$9.9M
49,566
增持
IDV
ISHARES TR
+$9.8M
2,377,922
+7%
增持
WAT
WATERS CORP
+$9.8M
138,126
+1%
增持
ANGL
VANECK ETF TRUST
+$9.7M
345,120
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$9.7M
96,864
+228%
减持
DHI
D R HORTON INC
+$9.4M
212,550
-7%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$9.4M
42,276
-41%
增持
AVGO
BROADCOM INC
+$9.4M
952,004
+214%
增持
MRK
MERCK & CO INC
+$9.3M
771,333
+1%
增持
HCA
HCA HEALTHCARE INC
+$9.2M
92,003
+5%
增持
UNP
UNION PAC CORP
+$9.2M
354,733
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$9.1M
13,916,846
+194%
增持
PFE
PFIZER INC
+$9.1M
930,122
+4%
清仓
—
FERGUSON PLC NEW
-$9.0M
0
-100%
减持
—
EATON CORP PLC
+$8.9M
164,661
-2%
增持
LOW
LOWES COS INC
+$8.9M
128,734
+8%
增持
MAS
MASCO CORP
+$8.8M
262,050
+33%
增持
ETR
ENTERGY CORP NEW
+$8.7M
119,919
+80%
增持
LEN
LENNAR CORP
+$8.2M
211,758
+0%
增持
GDDY
GODADDY INC
+$8.2M
61,669
+577%
增持
SHYG
ISHARES TR
+$8.0M
1,635,466
+10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$7.8M
245,506
-38%
增持
MCD
MCDONALDS CORP
+$7.7M
138,425
+3%
减持
—
ISHARES TR
-$7.5M
220,456
-62%
减持
IWB
ISHARES TR
+$7.5M
785,820
-2%
增持
PEP
PEPSICO INC
+$7.4M
235,345
+2%
减持
SBUX
STARBUCKS CORP
+$7.4M
229,715
-2%
增持
GE
GE AEROSPACE
+$7.4M
198,361
+6%
减持
VIGI
VANGUARD WHITEHALL FDS
+$7.4M
174,285
-5%
增持
AGGY
WISDOMTREE TR
+$7.2M
991,274
+14%
增持
SCHO
SCHWAB STRATEGIC TR
-$7.2M
2,078,664
+72%
增持
SCHA
SCHWAB STRATEGIC TR
+$7.2M
2,992,324
+105%
增持
—
ISHARES TR
+$7.2M
467,614
+54%
增持
RSG
REPUBLIC SVCS INC
+$7.2M
61,426
+130%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.2M
373,752
-2%
增持
IBDR
ISHARES TR
+$7.2M
2,133,630
+2%
增持
NEE
NEXTERA ENERGY INC
+$7.1M
278,438
+7%
增持
WELL
WELLTOWER INC
+$7.1M
80,492
+11%
减持
VTV
VANGUARD INDEX FDS
+$7.1M
344,808
-1%
增持
DE
DEERE & CO
+$7.0M
131,154
+3%
增持
BX
BLACKSTONE INC
+$6.8M
112,258
+32%
增持
EXPE
EXPEDIA GROUP INC
+$6.8M
313,788
+1%
增持
LLY
ELI LILLY & CO
-$6.7M
702,834
+1%
减持
AGNT
EXP WORLD HLDGS INC
-$6.7M
570,344
-56%
增持
MSTR
MICROSTRATEGY INC
+$6.7M
42,462
+3554%
减持
EXPD
EXPEDITORS INTL WASH INC
-$6.7M
52,369
-51%
增持
DHR
DANAHER CORPORATION
+$6.7M
75,531
+34%
减持
VZ
VERIZON COMMUNICATIONS INC
+$6.6M
915,518
-3%
增持
UBER
UBER TECHNOLOGIES INC
+$6.6M
194,522
+7%
增持
IBTI
ISHARES TR
+$6.5M
417,868
+82%
减持
USMV
ISHARES TR
-$6.5M
1,923,472
-11%
增持
GLD
SPDR GOLD TR
+$6.4M
164,875
+4%
减持
EMR
EMERSON ELEC CO
+$6.3M
446,149
-3%
增持
IBDT
ISHARES TR
+$6.3M
1,884,502
+7%
减持
FISV
FISERV INC
-$6.3M
161,934
-32%
增持
NKE
NIKE INC
+$6.2M
387,079
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$6.0M
158,042
+2%
增持
CVNA
CARVANA CO
+$6.0M
57,181
+84%
减持
IAU
ISHARES GOLD TR
+$6.0M
971,468
-2%
