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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | $28.62万 | 0.00% | 10,014 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $29.00万 | 0.00% | 1,361 | 3 | 0.2% | $639 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $29.11万 | 0.00% | 2,364 | 290 | 14.0% | $3.57万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $29.20万 | 0.00% | 2,660 | -59 | -2.2% | -$6,476 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $29.47万 | 0.00% | 1,900 | 500 | 35.7% | $7.76万 | 加仓 |
| HAL | HALLIBURTON CO | $29.61万 | 0.00% | 8,723 | 3 | 0.0% | $102 | 加仓 |
| APP | APPLOVIN CORP | $29.83万 | 0.00% | 579 | -8 | -1.4% | -$4,122 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $29.93万 | 0.00% | 5,540 | 5,540 | — | $29.93万 | 新建仓 |
| IYW | ISHARES TR | $30.27万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $30.38万 | 0.00% | 8,729 | -5 | -0.1% | -$174 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $30.51万 | 0.00% | 3,978 | 2 | 0.1% | $153 | 加仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $30.73万 | 0.00% | 25,610 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $30.86万 | 0.00% | 11,283 | -430 | -3.7% | -$1.18万 | 减仓 |
| EMXC | ISHARES INC | $30.95万 | 0.00% | 3,025 | 3,025 | — | $30.95万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.19万 | 0.00% | 628 | -50 | -7.4% | -$2.48万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $31.19万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $31.65万 | 0.00% | 4,723 | -33 | -0.7% | -$2,212 | 减仓 |
| PLD | PROLOGIS INC. | $31.67万 | 0.00% | 2,337 | 48 | 2.1% | $6,505 | 加仓 |
| VLO | VALERO ENERGY CORP | $31.69万 | 0.00% | 1,217 | -489 | -28.7% | -$12.73万 | 重新持有 |
| IXN | ISHARES TR | $31.85万 | 0.01% | 2,204 | 1 | 0.0% | $144 | 加仓 |
| PPH | VANECK ETF TRUST | $32.37万 | 0.01% | 2,960 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $32.42万 | 0.01% | 670 | 670 | — | $32.42万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $32.48万 | 0.01% | 10,923 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.50万 | 0.01% | 2,453 | 89 | 3.8% | $1.18万 | 加仓 |
| PAVE | GLOBAL X FDS | $32.73万 | 0.01% | 5,556 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $33.05万 | 0.01% | 964 | 964 | — | $33.05万 | 新建仓 |
| DHI | D R HORTON INC | $33.52万 | 0.01% | 2,058 | 8 | 0.4% | $1,303 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $33.53万 | 0.01% | 8,204 | -219 | -2.6% | -$8,950 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.98万 | 0.01% | 4,746 | -4,698 | -49.7% | -$33.64万 | 减仓 |
| MET | METLIFE INC | $34.08万 | 0.01% | 4,028 | 1,000 | 33.0% | $8.46万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $34.13万 | 0.01% | 2,665 | 658 | 32.8% | $8.43万 | 加仓 |
| IXC | ISHARES TR | $34.28万 | 0.01% | 6,977 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $34.55万 | 0.01% | 2,775 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $34.77万 | 0.01% | 6,189 | -6,189 | -50.0% | -$34.77万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $34.92万 | 0.01% | 2,511 | -818 | -24.6% | -$11.37万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $35.19万 | 0.01% | 8,050 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $36.02万 | 0.01% | 625 | -6 | -1.0% | -$3,457 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $36.07万 | 0.01% | 3,738 | -73 | -1.9% | -$7,044 | 减仓 |
| NOW | SERVICENOW INC | $36.34万 | 0.01% | 3,661 | 635 | 21.0% | $6.30万 | 加仓 |
| IEF | ISHARES TR | $36.51万 | 0.01% | 3,860 | -3,840 | -49.9% | -$36.32万 | 减仓 |
| VCR | VANGUARD WORLD FD | $36.54万 | 0.01% | 922 | 50 | 5.7% | $1.98万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $36.61万 | 0.01% | 2,975 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $36.85万 | 0.01% | 4,131 | 1,288 | 45.3% | $11.49万 | 加仓 |
| AZN | ASTRAZENECA PLC | $37.02万 | 0.01% | 1,953 | -230 | -10.5% | -$4.36万 | 减仓 |
| NEM | NEWMONT CORP | $37.55万 | 0.01% | 4,021 | -3,821 | -48.7% | -$35.69万 | 减仓 |
| NI | NISOURCE INC | $37.57万 | 0.01% | 7,900 | 16 | 0.2% | $761 | 加仓 |
| CMI | CUMMINS INC | $37.74万 | 0.01% | 529 | 107 | 25.4% | $7.63万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $37.78万 | 0.01% | 1,350 | 276 | 25.7% | $7.72万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $37.90万 | 0.01% | 4,277 | -140 | -3.2% | -$1.24万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.99万 | 0.01% | 4,731 | 360 | 8.2% | $2.89万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $38.24万 | 0.01% | 15,477 | -15,285 | -49.7% | -$37.76万 | 减仓 |
| — | HENNESSY FDS TR | $38.51万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $38.55万 | 0.01% | 1,590 | 25 | 1.6% | $6,062 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $39.12万 | 0.01% | 894 | 22 | 2.5% | $9,626 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $39.16万 | 0.01% | 4,252 | -4,702 | -52.5% | -$43.30万 | 减仓 |
| — | FINWARD BANCORP | $39.23万 | 0.01% | 10,667 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $39.58万 | 0.01% | 6,141 | 11 | 0.2% | $709 | 加仓 |
| IWN | ISHARES TR | $39.77万 | 0.01% | 1,798 | 274 | 18.0% | $6.06万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $40.22万 | 0.01% | 2,965 | -6,250 | -67.8% | -$84.77万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $40.70万 | 0.01% | 1,390 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.13万 | 0.01% | 539 | 17 | 3.3% | $1.30万 | 加仓 |
| ETR | ENTERGY CORP NEW | $41.48万 | 0.01% | 3,611 | -55 | -1.5% | -$6,318 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.92万 | 0.01% | 5,166 | 27 | 0.5% | $2,191 | 加仓 |
| RIO | RIO TINTO PLC | $42.40万 | 0.01% | 4,467 | 5 | 0.1% | $475 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $42.45万 | 0.01% | 2,061 | 84 | 4.2% | $1.73万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $42.60万 | 0.01% | 2,411 | 1 | 0.0% | $177 | 加仓 |
| — | IMMUCELL CORP | $42.69万 | 0.01% | 42,481 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $42.72万 | 0.01% | 1,139 | 90 | 8.6% | $3.38万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $42.72万 | 0.01% | 3,589 | 402 | 12.6% | $4.79万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.01万 | 0.01% | 5,326 | 63 | 1.2% | $5,206 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $44.06万 | 0.01% | 1,507 | -467 | -23.7% | -$13.65万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $44.26万 | 0.01% | 1,211 | 281 | 30.2% | $10.27万 | 加仓 |
| SPGI | S&P GLOBAL INC | $44.57万 | 0.01% | 1,095 | -111 | -9.2% | -$4.52万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $44.61万 | 0.01% | 5,689 | 19 | 0.3% | $1,490 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $44.68万 | 0.01% | 4,939 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $44.75万 | 0.01% | 1,336 | 481 | 56.3% | $16.11万 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $45.40万 | 0.01% | 25,224 | -2,000 | -7.3% | -$3.60万 | 减仓 |
| LFUS | LITTELFUSE INC | $45.53万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $45.95万 | 0.01% | 67,375 | 31,288 | 86.7% | $21.34万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $46.05万 | 0.01% | 49,946 | -49,742 | -49.9% | -$45.86万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46.70万 | 0.01% | 1,334 | 95 | 7.7% | $3.33万 | 重新持有 |
| ZTS | ZOETIS INC | $47.31万 | 0.01% | 6,583 | -37,871 | -85.2% | -$272.17万 | 减仓 |
| IGV | ISHARES TR | $47.97万 | 0.01% | 5,294 | 25 | 0.5% | $2,265 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $48.31万 | 0.01% | 3,045 | 54 | 1.8% | $8,568 | 加仓 |
| IBB | ISHARES TR | $48.91万 | 0.01% | 2,572 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $49.77万 | 0.01% | 10,934 | 1,265 | 13.1% | $5.76万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $49.83万 | 0.01% | 6,052 | 111 | 1.9% | $9,139 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $50.54万 | 0.01% | 1,530 | -24 | -1.5% | -$7,928 | 减仓 |
| KHC | KRAFT HEINZ CO | $50.93万 | 0.01% | 21,560 | -2,480 | -10.3% | -$5.86万 | 减仓 |
| ADI | ANALOG DEVICES INC | $50.94万 | 0.01% | 1,282 | 43 | 3.5% | $1.71万 | 加仓 |
| IWV | ISHARES TR | $51.11万 | 0.01% | 1,199 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $51.74万 | 0.01% | 10,301 | 196 | 1.9% | $9,845 | 加仓 |
| WMB | WILLIAMS COS INC | $52.15万 | 0.01% | 7,016 | -1,101 | -13.6% | -$8.18万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $52.27万 | 0.01% | 19,607 | -19,607 | -50.0% | -$52.27万 | 减仓 |
| RKLB | ROCKET LAB CORP | $52.64万 | 0.01% | 5,179 | 1,174 | 29.3% | $11.93万 | 加仓 |
| EBAY | EBAY INC. | $53.72万 | 0.01% | 4,807 | -13,031 | -73.1% | -$145.63万 | 减仓 |
| FTV | FORTIVE CORP | $54.24万 | 0.01% | 8,879 | -150 | -1.7% | -$9,163 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $54.80万 | 0.01% | 8,750 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $54.90万 | 0.01% | 7,947 | -7,137 | -47.3% | -$49.30万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $55.86万 | 0.01% | 14,127 | 5,018 | 55.1% | $19.84万 | 加仓 |