Mesirow Financial Investment Management, Inc.
CHICAGO IL · SEC CIK 0001469475
$61.75亿2026Q1 申报市值
517持仓数
34.0%前十大占比 · 第一大 7.6%
30 / 16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
IJH 加仓+$9,970.29万
FPAG 加仓+$9,917.73万
IWR 加仓+$7,978.63万
BRK/B 加仓+$7,871.28万
MOAT 加仓+$6,679.79万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$6,422.70万
AAPL 减仓-$629.89万
FITB 减仓-$247.50万
IA 减仓-$129.29万
ARCC 减仓-$111.06万
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 |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | $28.42万 | 0.00% | 1,400 | -2,400 | -63.2% | -$48.72万 | 重新持有 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.54万 | 0.00% | 1,722 | 1,722 | — | $28.54万 | 新建仓 |
| IWN | ISHARES TR | $28.88万 | 0.00% | 1,524 | 235 | 18.2% | $4.45万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.95万 | 0.00% | 739 | -27 | -3.5% | -$1.06万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $29.03万 | 0.00% | 905 | -105 | -10.4% | -$3.37万 | 减仓 |
| F | FORD MTR CO | $29.10万 | 0.00% | 25,217 | 2,233 | 9.7% | $2.58万 | 加仓 |
| GMED | GLOBUS MED INC | $29.27万 | 0.00% | 3,397 | -784 | -18.8% | -$6.75万 | 减仓 |
| IYH | ISHARES TR | $29.31万 | 0.00% | 4,756 | -995 | -17.3% | -$6.13万 | 减仓 |
| TSSI | TSS INC DEL | $29.46万 | 0.00% | 22,643 | -7,000 | -23.6% | -$9.11万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $29.75万 | 0.00% | 1,358 | 2 | 0.1% | $438 | 加仓 |
| UL | UNILEVER PLC | $30.04万 | 0.00% | 5,273 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $30.25万 | 0.00% | 2,289 | 149 | 7.0% | $1.97万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.28万 | 0.00% | 678 | 185 | 37.5% | $8.26万 | 加仓 |
| O | REALTY INCOME CORP | $30.35万 | 0.00% | 4,961 | 27 | 0.5% | $1,652 | 加仓 |
| AGI | ALAMOS GOLD INC | $30.54万 | 0.00% | 6,874 | -2,175 | -24.0% | -$9.66万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $30.69万 | 0.00% | 3,976 | 122 | 3.2% | $9,417 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $30.71万 | 0.00% | 3,811 | 73 | 2.0% | $5,882 | 加仓 |
| PPH | VANECK ETF TRUST | $30.75万 | 0.00% | 2,960 | 2,960 | — | $30.75万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $30.93万 | 0.01% | 5,670 | 5,670 | — | $30.93万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $31.21万 | 0.01% | 3,187 | 59 | 1.9% | $5,778 | 加仓 |
| WAT | WATERS CORP | $31.24万 | 0.01% | 1,049 | 1,049 | — | $31.24万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $31.28万 | 0.01% | 872 | -50 | -5.4% | -$1.79万 | 减仓 |
| BIL | SPDR SERIES TRUST | $31.30万 | 0.01% | 3,415 | -5 | -0.1% | -$458 | 减仓 |
| NOW | SERVICENOW INC | $31.63万 | 0.01% | 3,026 | 191 | 6.7% | $2.00万 | 加仓 |
| IXG | ISHARES TR | $31.64万 | 0.01% | 2,775 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $31.97万 | 0.01% | 2,364 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $32.51万 | 0.01% | 8,734 | 90 | 1.0% | $3,350 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $32.53万 | 0.01% | 9,109 | 15 | 0.2% | $536 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $32.60万 | 0.01% | 2,410 | 289 | 13.6% | $3.91万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.62万 | 0.01% | 2,074 | -195 | -8.6% | -$3.07万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $32.66万 | 0.01% | 4,550 | -200 | -4.2% | -$1.44万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $33.08万 | 0.01% | 1,885 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $33.64万 | 0.01% | 4,417 | 4,417 | — | $33.64万 | 新建仓 |
| LFUS | LITTELFUSE INC | $33.94万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | HENNESSY FDS TR | $33.96万 | 0.01% | 10,000 | 3,443 | 52.5% | $11.69万 | 加仓 |
| HAL | HALLIBURTON CO | $34.00万 | 0.01% | 8,720 | -1,698 | -16.3% | -$6.62万 | 减仓 |
| ITA | ISHARES TR | $34.24万 | 0.01% | 1,565 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $34.38万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $34.73万 | 0.01% | 4,371 | 10 | 0.2% | $795 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $35.47万 | 0.01% | 5,670 | 19 | 0.3% | $1,189 | 加仓 |
| — | NEPHROS INC | $35.76万 | 0.01% | 120,000 | 70,000 | 140.0% | $20.86万 | 加仓 |
| NI | NISOURCE INC | $36.79万 | 0.01% | 7,884 | -121 | -1.5% | -$5,646 | 减仓 |
| LRCX | LAM RESEARCH CORP | $36.97万 | 0.01% | 1,730 | -155 | -8.2% | -$3.31万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $37.09万 | 0.01% | 631 | 7 | 1.1% | $4,114 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $38.26万 | 0.01% | 6,130 | 11 | 0.2% | $687 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $38.67万 | 0.01% | 2,356 | 213 | 9.9% | $3.50万 | 加仓 |
| — | FINWARD BANCORP | $38.72万 | 0.01% | 10,667 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $38.75万 | 0.01% | 1,977 | 13 | 0.7% | $2,548 | 加仓 |
| DJP | BARCLAYS BANK PLC | $38.75万 | 0.01% | 8,050 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $39.24万 | 0.01% | 5,191 | 520 | 11.1% | $3.93万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.41万 | 0.01% | 1,239 | 4 | 0.3% | $1,272 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $39.55万 | 0.01% | 4,939 | -3 | -0.1% | -$240 | 减仓 |
| IXC | ISHARES TR | $40.19万 | 0.01% | 6,977 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $40.81万 | 0.01% | 1,074 | 68 | 6.8% | $2.58万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $41.00万 | 0.01% | 5,460 | 5,460 | — | $41.00万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $41.09万 | 0.01% | 8,423 | 130 | 1.6% | $6,341 | 加仓 |
| ETR | ENTERGY CORP NEW | $41.19万 | 0.01% | 3,666 | 120 | 3.4% | $1.35万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $41.37万 | 0.01% | 872 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.60万 | 0.01% | 5,139 | 27 | 0.5% | $2,186 | 加仓 |
| RIO | RIO TINTO PLC | $41.63万 | 0.01% | 4,462 | 623 | 16.2% | $5.81万 | 加仓 |
| IGV | ISHARES TR | $42.18万 | 0.01% | 5,269 | 5,269 | — | $42.18万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $42.19万 | 0.01% | 9,215 | -31 | -0.3% | -$1,419 | 减仓 |
| VSGX | VANGUARD WORLD FD | $42.61万 | 0.01% | 5,941 | 5,941 | — | $42.61万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $43.05万 | 0.01% | 2,183 | 2,183 | — | $43.05万 | 新建仓 |
| IBB | ISHARES TR | $43.43万 | 0.01% | 2,572 | 438 | 20.5% | $7.40万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $43.55万 | 0.01% | 5,263 | -158 | -2.9% | -$1.31万 | 重新持有 |
| SWK | STANLEY BLACK & DECKER INC | $43.77万 | 0.01% | 6,160 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $43.85万 | 0.01% | 2,991 | 635 | 27.0% | $9.31万 | 加仓 |
| IWV | ISHARES TR | $44.42万 | 0.01% | 1,199 | -120 | -9.1% | -$4.45万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $44.49万 | 0.01% | 2,975 | -515 | -14.8% | -$7.70万 | 减仓 |
| MSOS | ADVISORSHARES TR | $44.59万 | 0.01% | 125,600 | 1,400 | 1.1% | $4,970 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $45.32万 | 0.01% | 1,554 | 17 | 1.1% | $4,958 | 加仓 |
| STT | STATE STR CORP | $45.37万 | 0.01% | 3,585 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $48.78万 | 0.01% | 11,713 | -8,284 | -41.4% | -$34.50万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $49.08万 | 0.01% | 2,386 | -16 | -0.7% | -$3,291 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $49.39万 | 0.01% | 15,430 | 7,215 | 87.8% | $23.10万 | 加仓 |
| GM | GENERAL MTRS CO | $49.54万 | 0.01% | 6,650 | 935 | 16.4% | $6.97万 | 加仓 |
| FTV | FORTIVE CORP | $49.91万 | 0.01% | 9,029 | 344 | 4.0% | $1.90万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $49.94万 | 0.01% | 3,329 | 9 | 0.3% | $1,350 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $50.47万 | 0.01% | 10,105 | 371 | 3.8% | $1.85万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $51.01万 | 0.01% | 9,669 | 3,523 | 57.3% | $18.59万 | 加仓 |
| SPGI | S&P GLOBAL INC | $51.33万 | 0.01% | 1,206 | 114 | 10.4% | $4.85万 | 加仓 |
| XYLD | GLOBAL X FDS | $51.74万 | 0.01% | 13,222 | 6,450 | 95.2% | $25.24万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $52.55万 | 0.01% | 2,042 | 1,258 | 160.5% | $32.37万 | 加仓 |
| TRP | TC ENERGY CORP | $53.43万 | 0.01% | 8,535 | 2 | 0.0% | $125 | 加仓 |
| Q | QNITY ELECTRONICS INC | $53.52万 | 0.01% | 4,636 | 28 | 0.6% | $3,232 | 加仓 |
| VMC | VULCAN MATLS CO | $53.55万 | 0.01% | 1,967 | 31 | 1.6% | $8,439 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $53.59万 | 0.01% | 5,487 | -330 | -5.7% | -$3.22万 | 减仓 |
| KHC | KRAFT HEINZ CO | $54.07万 | 0.01% | 24,040 | 3,505 | 17.1% | $7.88万 | 加仓 |
| KVUE | KENVUE INC | $54.39万 | 0.01% | 31,549 | 13,605 | 75.8% | $23.46万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.73万 | 0.01% | 14,244 | 9,230 | 184.1% | $35.46万 | 加仓 |
| ECL | ECOLAB INC | $55.00万 | 0.01% | 2,067 | -22 | -1.1% | -$5,854 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $55.01万 | 0.01% | 8,462 | -2,191 | -20.6% | -$14.24万 | 重新持有 |
| TGT | TARGET CORP | $55.72万 | 0.01% | 4,597 | 717 | 18.5% | $8.69万 | 加仓 |
| INTU | INTUIT | $55.75万 | 0.01% | 1,289 | -18 | -1.4% | -$7,785 | 减仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $55.89万 | 0.01% | 27,224 | -62,975 | -69.8% | -$129.29万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $56.04万 | 0.01% | 5,657 | 1,266 | 28.8% | $12.54万 | 重新持有 |
| FFIN | FIRST FINL BANKSHARES INC | $56.44万 | 0.01% | 19,164 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $57.15万 | 0.01% | 2,144 | 41 | 1.9% | $1.09万 | 加仓 |
| IVES | WEDBUSH SER TR | $57.52万 | 0.01% | 20,272 | 20,272 | — | $57.52万 | 新建仓 |