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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $57.87万 | 0.01% | 1,937 | 239 | 14.1% | $7.14万 | 加仓 |
| XBI | SPDR SERIES TRUST | $58.00万 | 0.01% | 4,541 | 367 | 8.8% | $4.69万 | 加仓 |
| CTAS | CINTAS CORP | $58.19万 | 0.01% | 3,440 | -281 | -7.6% | -$4.75万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $58.78万 | 0.01% | 11,571 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $58.90万 | 0.01% | 9,432 | 31 | 0.3% | $1,936 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $58.96万 | 0.01% | 9,122 | -360 | -3.8% | -$2.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $58.97万 | 0.01% | 1,725 | 331 | 23.7% | $11.32万 | 加仓 |
| WMB | WILLIAMS COS INC | $59.07万 | 0.01% | 8,117 | 152 | 1.9% | $1.11万 | 加仓 |
| CSX | CSX CORP | $59.55万 | 0.01% | 14,508 | 261 | 1.8% | $1.07万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $59.61万 | 0.01% | 12,302 | -1,213 | -9.0% | -$5.88万 | 减仓 |
| WELL | WELLTOWER INC | $59.96万 | 0.01% | 3,033 | -407 | -11.8% | -$8.05万 | 减仓 |
| DSI | ISHARES TR | $61.19万 | 0.01% | 5,048 | 1,292 | 34.4% | $15.66万 | 加仓 |
| ES | EVERSOURCE ENERGY | $62.61万 | 0.01% | 9,037 | 32 | 0.4% | $2,217 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $65.03万 | 0.01% | 18,115 | 7,988 | 78.9% | $28.68万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $65.67万 | 0.01% | 3,211 | 26 | 0.8% | $5,317 | 加仓 |
| DTE | DTE ENERGY CO | $65.82万 | 0.01% | 4,501 | 498 | 12.4% | $7.28万 | 加仓 |
| SLV | ISHARES SILVER TR | $65.99万 | 0.01% | 9,685 | 5,607 | 137.5% | $38.21万 | 加仓 |
| COKE | COCA COLA CONS INC | $66.24万 | 0.01% | 3,454 | -20 | -0.6% | -$3,835 | 减仓 |
| ORI | OLD REP INTL CORP | $66.30万 | 0.01% | 16,617 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $66.41万 | 0.01% | 1,433 | -82 | -5.4% | -$3.80万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $66.46万 | 0.01% | 2,316 | 8 | 0.3% | $2,296 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $67.03万 | 0.01% | 8,521 | 4 | 0.0% | $315 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $67.36万 | 0.01% | 13,385 | -2,468 | -15.6% | -$12.42万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $67.56万 | 0.01% | 1,974 | -1,034 | -34.4% | -$35.39万 | 重新持有 |
| BHK | BLACKROCK CORE BD TR | $67.98万 | 0.01% | 74,215 | -11,537 | -13.5% | -$10.57万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $70.83万 | 0.01% | 7,516 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $71.56万 | 0.01% | 15,106 | 435 | 3.0% | $2.06万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $72.81万 | 0.01% | 9,444 | 4,506 | 91.3% | $34.74万 | 加仓 |
| IEF | ISHARES TR | $73.48万 | 0.01% | 7,700 | 3,870 | 101.0% | $36.93万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $73.55万 | 0.01% | 8,916 | 233 | 2.7% | $1.92万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $74.08万 | 0.01% | 12,655 | 2,148 | 20.4% | $12.57万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $74.17万 | 0.01% | 13,172 | 1,095 | 9.1% | $6.17万 | 加仓 |
| ASML | ASML HLDG NV | $74.54万 | 0.01% | 563 | 190 | 50.9% | $25.16万 | 加仓 |
| IBTH | ISHARES TR | $74.79万 | 0.01% | 33,344 | 7,342 | 28.2% | $16.47万 | 加仓 |
| SHM | SPDR SERIES TRUST | $75.83万 | 0.01% | 15,854 | 36 | 0.2% | $1,722 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $76.00万 | 0.01% | 35,935 | 10 | 0.0% | $211 | 加仓 |
| SRE | SEMPRA | $76.46万 | 0.01% | 7,871 | 23 | 0.3% | $2,234 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $77.00万 | 0.01% | 30,762 | 16,387 | 114.0% | $41.02万 | 重新持有 |
| CB | CHUBB LTD SWITZ | $77.12万 | 0.01% | 2,367 | -16 | -0.7% | -$5,213 | 减仓 |
| COO | COOPER COS INC | $77.23万 | 0.01% | 10,802 | -120 | -1.1% | -$8,580 | 减仓 |
| — | VANECK ETF TRUST | $77.35万 | 0.01% | 22,648 | 13,783 | 155.5% | $47.07万 | 加仓 |
| BP | BP PLC | $77.84万 | 0.01% | 16,561 | -717 | -4.1% | -$3.37万 | 减仓 |
| IGE | ISHARES TR | $77.91万 | 0.01% | 12,378 | 6,189 | 100.0% | $38.95万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $80.70万 | 0.01% | 11,094 | 945 | 9.3% | $6.87万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $81.12万 | 0.01% | 17,677 | 3,850 | 27.8% | $17.67万 | 加仓 |
| PWR | QUANTA SVCS INC | $82.44万 | 0.01% | 1,502 | 76 | 5.3% | $4.17万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $82.65万 | 0.01% | 8,954 | 4,649 | 108.0% | $42.91万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $82.98万 | 0.01% | 716 | 48 | 7.2% | $5.56万 | 加仓 |
| IWO | ISHARES TR | $83.27万 | 0.01% | 2,655 | -1 | -0.0% | -$314 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $83.48万 | 0.01% | 8,750 | -2,194 | -20.0% | -$20.93万 | 减仓 |
| HYG | ISHARES TR | $83.90万 | 0.01% | 10,545 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $84.16万 | 0.01% | 9,421 | 19 | 0.2% | $1,697 | 加仓 |
| TTD | THE TRADE DESK INC | $84.75万 | 0.01% | 37,352 | -1,252 | -3.2% | -$2.84万 | 重新持有 |
| NEM | NEWMONT CORP | $84.88万 | 0.01% | 7,842 | 3,901 | 99.0% | $42.23万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $85.42万 | 0.01% | 8,683 | 798 | 10.1% | $7.85万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $85.92万 | 0.01% | 36,270 | 8,365 | 30.0% | $19.82万 | 加仓 |
| IYM | ISHARES TR | $88.19万 | 0.01% | 5,014 | 27 | 0.5% | $4,749 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.52万 | 0.01% | 3,768 | 2,578 | 216.6% | $61.25万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $89.62万 | 0.01% | 99,688 | 49,912 | 100.3% | $44.87万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $89.69万 | 0.01% | 3,085 | 580 | 23.2% | $16.86万 | 加仓 |
| USB | US BANCORP | $90.08万 | 0.01% | 17,320 | -2,847 | -14.1% | -$14.81万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $90.72万 | 0.01% | 2,629 | 477 | 22.2% | $16.46万 | 加仓 |
| SCZ | ISHARES TR | $90.89万 | 0.01% | 11,591 | 1,831 | 18.8% | $14.36万 | 加仓 |
| ADSK | AUTODESK INC | $90.95万 | 0.01% | 3,799 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $91.19万 | 0.01% | 2,867 | 250 | 9.6% | $7.95万 | 加仓 |
| GSK | GSK PLC | $94.23万 | 0.02% | 17,074 | 2,252 | 15.2% | $12.43万 | 加仓 |
| GPZ | VANECK ETF TRUST | $94.27万 | 0.02% | 43,895 | 13,636 | 45.1% | $29.28万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $94.35万 | 0.02% | 6,770 | 420 | 6.6% | $5.85万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $94.52万 | 0.02% | 2,127 | -23 | -1.1% | -$1.02万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $94.88万 | 0.02% | 13,574 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $95.07万 | 0.02% | 2,658 | -57 | -2.1% | -$2.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.89万 | 0.02% | 4,763 | 1,156 | 32.0% | $23.52万 | 加仓 |
| MMM | 3M CO | $99.93万 | 0.02% | 6,883 | 375 | 5.8% | $5.44万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $100.85万 | 0.02% | 15,084 | 8,191 | 118.8% | $54.76万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $102.25万 | 0.02% | 41,311 | 9,861 | 31.4% | $24.41万 | 加仓 |
| INTC | INTEL CORP | $103.25万 | 0.02% | 23,398 | 1,545 | 7.1% | $6.82万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $104.35万 | 0.02% | 60,954 | 5,584 | 10.1% | $9.56万 | 加仓 |
| QCOM | QUALCOMM INC | $104.92万 | 0.02% | 8,147 | -947 | -10.4% | -$12.20万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $105.57万 | 0.02% | 38,444 | 23,495 | 157.2% | $64.52万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $105.70万 | 0.02% | 8,910 | 1,067 | 13.6% | $12.66万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $106.00万 | 0.02% | 9,366 | 7 | 0.1% | $792 | 加仓 |
| B | BARRICK MNG CORP | $107.26万 | 0.02% | 26,296 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $108.63万 | 0.02% | 18,481 | 10,152 | 121.9% | $59.67万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $113.45万 | 0.02% | 4,036 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $113.52万 | 0.02% | 39,214 | 22,049 | 128.5% | $63.83万 | 加仓 |
| EFV | ISHARES TR | $113.97万 | 0.02% | 15,330 | 1,542 | 11.2% | $11.46万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $116.40万 | 0.02% | 1,300 | 700 | 116.7% | $62.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $117.31万 | 0.02% | 14,736 | -602 | -3.9% | -$4.79万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $122.31万 | 0.02% | 7,779 | 30 | 0.4% | $4,717 | 加仓 |
| ARCC | ARES CAPITAL CORP | $123.08万 | 0.02% | 68,302 | -61,631 | -47.4% | -$111.06万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $126.72万 | 0.02% | 34,146 | 10,313 | 43.3% | $38.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $127.15万 | 0.02% | 6,551 | 231 | 3.7% | $4.48万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $127.20万 | 0.02% | 16,937 | 471 | 2.9% | $3.54万 | 加仓 |
| BOX | BOX INC | $127.75万 | 0.02% | 54,040 | 14,975 | 38.3% | $35.40万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $131.77万 | 0.02% | 1,702 | 379 | 28.6% | $29.34万 | 加仓 |
| NVS | NOVARTIS AG | $132.30万 | 0.02% | 8,660 | 4,041 | 87.5% | $61.73万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $132.43万 | 0.02% | 16,889 | 3,072 | 22.2% | $24.09万 | 加仓 |
| SO | SOUTHERN CO | $132.84万 | 0.02% | 13,764 | 3,005 | 27.9% | $29.00万 | 加仓 |
| NICE | NICE LTD | $133.83万 | 0.02% | 12,138 | 6,304 | 108.1% | $69.51万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $134.48万 | 0.02% | 46,840 | 3,791 | 8.8% | $10.88万 | 加仓 |