Mesirow Financial Investment Management, Inc.
CHICAGO IL · SEC CIK 0001469475
$63.65亿2026Q2 申报市值
529持仓数
35.5%前十大占比 · 第一大 7.7%
30 / 24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
AKRE 加仓+$2,925.22万
VXUS 加仓+$1,083.15万
AAPL 加仓+$1,059.26万
FDXF 新建仓+$994.24万
SGOV 加仓+$887.22万
2026Q2 卖出最多 按季末市值估算
FPAG 减仓-$8,911.04万
IJH 减仓-$6,354.58万
IWR 减仓-$6,321.96万
MSFT 减仓-$5,314.32万
EFA 减仓-$3,711.24万
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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -2,664 | -100.0% | -$196.71万 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -12,138 | -100.0% | -$133.83万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,289 | -100.0% | -$55.75万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -14,244 | -100.0% | -$54.73万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -5,191 | -100.0% | -$39.24万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$34.38万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -4,550 | -100.0% | -$32.66万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,415 | -100.0% | -$31.30万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,670 | -100.0% | -$30.93万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,722 | -100.0% | -$28.54万 | 清仓 |
| — | INVESCO CURRENCYSHARES BRIT | $0 | 0.00% | 0 | -2,156 | -100.0% | -$27.46万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -12,440 | -100.0% | -$24.30万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -521 | -100.0% | -$24.02万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -12,074 | -100.0% | -$23.70万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -824 | -100.0% | -$23.38万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -485 | -100.0% | -$22.98万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,092 | -100.0% | -$22.83万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -4,119 | -100.0% | -$22.21万 | 清仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,408 | -100.0% | -$21.79万 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -3,250 | -100.0% | -$20.36万 | 清仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,648 | -100.0% | -$20.31万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$18.80万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -20,000 | -100.0% | -$5.48万 | 清仓 |
| — | MFS HIGH YIELD MUN TR | $0 | 0.00% | 0 | -11,835 | -100.0% | -$4.24万 | 清仓 |
| — | INSPIREMD INC | $2.10万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | LIQTECH INTL INC | $2.19万 | 0.00% | 25,737 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $3.02万 | 0.00% | 11,305 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $3.27万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $3.93万 | 0.00% | 30,000 | -500 | -1.6% | -$655 | 减仓 |
| — | INTENSITY THERAPEUTICS INC | $5.79万 | 0.00% | 14,118 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $6.57万 | 0.00% | 13,860 | -23,210 | -62.6% | -$11.00万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $6.76万 | 0.00% | 10,339 | 140 | 1.4% | $916 | 加仓 |
| — | KORU MEDICAL SYSTEMS INC | $6.91万 | 0.00% | 16,459 | 0 | 0.0% | — | 不变 |
| TDUP | THREDUP INC | $7.32万 | 0.00% | 10,693 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $9.36万 | 0.00% | 65,000 | 65,000 | — | $9.36万 | 新建仓 |
| EQX | EQUINOX GOLD CORP | $9.72万 | 0.00% | 10,000 | 0 | 0.0% | — | 重新持有 |
| — | CHAMPIONS ONCOLOGY INC | $9.73万 | 0.00% | 15,800 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $9.93万 | 0.00% | 11,600 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $11.71万 | 0.00% | 10,700 | 10,700 | — | $11.71万 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $11.82万 | 0.00% | 25,100 | -25,000 | -49.9% | -$11.78万 | 减仓 |
| — | PRECISION OPTICS CORP INC MA | $11.92万 | 0.00% | 23,364 | -23,364 | -50.0% | -$11.92万 | 减仓 |
| — | CHICAGO ATLANTIC BDC INC | $12.15万 | 0.00% | 12,433 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $12.57万 | 0.00% | 14,168 | 92 | 0.7% | $816 | 加仓 |
| MMED | MINIMED GROUP INC | $14.95万 | 0.00% | 10,000 | 10,000 | — | $14.95万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $17.07万 | 0.00% | 35,263 | 1,190 | 3.5% | $5,760 | 重新持有 |
| OKLO | OKLO INC | $20.05万 | 0.00% | 3,832 | 3,832 | — | $20.05万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $20.06万 | 0.00% | 2,530 | -2,930 | -53.7% | -$23.23万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $20.16万 | 0.00% | 730 | 730 | — | $20.16万 | 新建仓 |
| IUSG | ISHARES TR | $20.22万 | 0.00% | 1,074 | 1,074 | — | $20.22万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.28万 | 0.00% | 884 | 884 | — | $20.28万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $20.30万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $20.30万 | 0.00% | 16,749 | 309 | 1.9% | $3,745 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $20.31万 | 0.00% | 18,821 | 40 | 0.2% | $432 | 重新持有 |
| IJS | ISHARES TR | $20.68万 | 0.00% | 1,512 | 1,512 | — | $20.68万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $20.70万 | 0.00% | 3,299 | 10 | 0.3% | $627 | 加仓 |
| IDXX | IDEXX LABS INC | $20.79万 | 0.00% | 395 | -18 | -4.4% | -$9,476 | 减仓 |
| AGI | ALAMOS GOLD INC | $20.87万 | 0.00% | 6,880 | 6 | 0.1% | $182 | 加仓 |
| NVO | NOVO-NORDISK A S | $20.89万 | 0.00% | 4,357 | 223 | 5.4% | $1.07万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $21.29万 | 0.00% | 4,383 | -4,079 | -48.2% | -$19.81万 | 减仓 |
| PCAR | PACCAR INC | $21.34万 | 0.00% | 1,777 | 1,777 | — | $21.34万 | 新建仓 |
| — | NEPHROS INC | $21.42万 | 0.00% | 60,000 | -60,000 | -50.0% | -$21.42万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $21.43万 | 0.00% | 8,276 | 8,276 | — | $21.43万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $21.80万 | 0.00% | 18,260 | -5,990 | -24.7% | -$7.15万 | 减仓 |
| — | WISDOMTREE TR | $21.87万 | 0.00% | 5,785 | 5,785 | — | $21.87万 | 新建仓 |
| BCAL | CALIFORNIA BANCORP | $22.48万 | 0.00% | 10,784 | 58 | 0.5% | $1,209 | 加仓 |
| CAH | CARDINAL HEALTH INC | $22.50万 | 0.00% | 947 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $22.68万 | 0.00% | 3,370 | 24 | 0.7% | $1,615 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $23.08万 | 0.00% | 3,605 | -149 | -4.0% | -$9,540 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $23.11万 | 0.00% | 2,446 | 2,446 | — | $23.11万 | 新建仓 |
| IBMP | ISHARES TR | $23.21万 | 0.00% | 9,130 | 9,130 | — | $23.21万 | 新建仓 |
| BAX | BAXTER INTL INC | $23.22万 | 0.00% | 10,890 | 35 | 0.3% | $746 | 加仓 |
| UL | UNILEVER PLC | $23.40万 | 0.00% | 3,892 | -1,381 | -26.2% | -$8.30万 | 减仓 |
| EIS | ISHARES INC | $23.77万 | 0.00% | 1,969 | 92 | 4.9% | $1.11万 | 加仓 |
| ESGU | ISHARES TR | $23.86万 | 0.00% | 1,458 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $24.10万 | 0.00% | 3,030 | 3,030 | — | $24.10万 | 新建仓 |
| MP | MP MATERIALS CORP | $24.22万 | 0.00% | 4,324 | 4,324 | — | $24.22万 | 新建仓 |
| DG | DOLLAR GEN CORP | $24.52万 | 0.00% | 2,130 | 2,130 | — | $24.52万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $24.63万 | 0.00% | 945 | -940 | -49.9% | -$24.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.76万 | 0.00% | 6,382 | 6,382 | — | $24.76万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.78万 | 0.00% | 7,969 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $24.93万 | 0.00% | 1,699 | 5 | 0.3% | $734 | 加仓 |
| COR | CENCORA INC | $25.03万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $25.12万 | 0.00% | 4,356 | 10 | 0.2% | $577 | 加仓 |
| O | REALTY INCOME CORP | $25.20万 | 0.00% | 4,067 | -894 | -18.0% | -$5.54万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $25.30万 | 0.00% | 7,465 | -7,965 | -51.6% | -$26.99万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.40万 | 0.00% | 3,058 | 136 | 4.7% | $1.13万 | 加仓 |
| SA | SEABRIDGE GOLD INC | $25.74万 | 0.00% | 10,000 | 10,000 | — | $25.74万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $25.75万 | 0.00% | 3,333 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $26.53万 | 0.00% | 1,186 | 1,186 | — | $26.53万 | 新建仓 |
| GMED | GLOBUS MED INC | $26.84万 | 0.00% | 3,397 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $26.92万 | 0.00% | 1,999 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $27.01万 | 0.00% | 7,758 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.38万 | 0.00% | 934 | 3 | 0.3% | $880 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $27.43万 | 0.00% | 2,662 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $27.62万 | 0.00% | 2,079 | -108 | -4.9% | -$1.43万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $27.62万 | 0.00% | 5,652 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $27.70万 | 0.00% | 6,142 | 6,142 | — | $27.70万 | 新建仓 |
| TSSI | TSS INC DEL | $27.85万 | 0.00% | 22,643 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $27.88万 | 0.00% | 425 | 425 | — | $27.88万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $28.06万 | 0.00% | 938 | -78 | -7.7% | -$2.33万 | 减仓 |