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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $56.06万 | 0.01% | 2,470 | -563 | -18.6% | -$12.78万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $56.31万 | 0.01% | 11,571 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $56.59万 | 0.01% | 8,537 | 2 | 0.0% | $133 | 加仓 |
| VMC | VULCAN MATLS CO | $58.04万 | 0.01% | 1,967 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $58.88万 | 0.01% | 2,137 | -7 | -0.3% | -$1,929 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $59.03万 | 0.01% | 6,272 | 112 | 1.8% | $1.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.38万 | 0.01% | 5,090 | -4,886 | -49.0% | -$57.00万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $60.38万 | 0.01% | 14,612 | 1,227 | 9.2% | $5.07万 | 加仓 |
| KVUE | KENVUE INC | $60.61万 | 0.01% | 31,717 | 168 | 0.5% | $3,211 | 加仓 |
| BP | BP PLC | $60.71万 | 0.01% | 16,431 | -130 | -0.8% | -$4,804 | 减仓 |
| MDT | MEDTRONIC PLC | $60.90万 | 0.01% | 7,784 | 4,541 | 140.0% | $35.52万 | 加仓 |
| STT | STATE STR CORP | $60.94万 | 0.01% | 3,593 | 8 | 0.2% | $1,357 | 加仓 |
| XYLD | GLOBAL X FDS | $61.84万 | 0.01% | 15,161 | 1,939 | 14.7% | $7.91万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $62.54万 | 0.01% | 3,213 | 2 | 0.1% | $389 | 加仓 |
| VOT | VANGUARD INDEX FDS | $62.57万 | 0.01% | 2,043 | 1 | 0.0% | $306 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.85万 | 0.01% | 2,074 | -1,694 | -45.0% | -$51.34万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $63.63万 | 0.01% | 650 | -650 | -50.0% | -$63.63万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.15万 | 0.01% | 1,259 | -1,267 | -50.2% | -$64.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $64.37万 | 0.01% | 9,209 | -223 | -2.4% | -$1.56万 | 减仓 |
| ECL | ECOLAB INC | $65.17万 | 0.01% | 2,338 | 271 | 13.1% | $7.55万 | 加仓 |
| TGT | TARGET CORP | $65.46万 | 0.01% | 5,012 | 415 | 9.0% | $5.42万 | 加仓 |
| ES | EVERSOURCE ENERGY | $65.58万 | 0.01% | 9,075 | 38 | 0.4% | $2,746 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $66.31万 | 0.01% | 19,164 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $66.34万 | 0.01% | 3,474 | 20 | 0.6% | $3,819 | 加仓 |
| GM | GENERAL MTRS CO | $66.61万 | 0.01% | 8,642 | 1,992 | 30.0% | $15.35万 | 加仓 |
| VV | VANGUARD INDEX FDS | $66.70万 | 0.01% | 1,940 | 3 | 0.2% | $1,031 | 加仓 |
| TTD | THE TRADE DESK INC | $67.50万 | 0.01% | 37,332 | -20 | -0.1% | -$362 | 减仓 |
| ORI | OLD REP INTL CORP | $68.00万 | 0.01% | 16,617 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $68.04万 | 0.01% | 4,341 | -4,319 | -49.9% | -$67.70万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $68.16万 | 0.01% | 18,170 | 55 | 0.3% | $2,063 | 加仓 |
| CTAS | CINTAS CORP | $68.44万 | 0.01% | 4,023 | 583 | 16.9% | $9.92万 | 加仓 |
| DTE | DTE ENERGY CO | $68.88万 | 0.01% | 4,521 | 20 | 0.4% | $3,047 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.39万 | 0.01% | 719 | -20 | -2.7% | -$1.93万 | 减仓 |
| MSOS | ADVISORSHARES TR | $69.39万 | 0.01% | 136,600 | 11,000 | 8.8% | $5.59万 | 加仓 |
| IBTH | ISHARES TR | $69.54万 | 0.01% | 31,087 | -2,257 | -6.8% | -$5.05万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $70.19万 | 0.01% | 2,851 | 465 | 19.5% | $11.45万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $70.34万 | 0.01% | 4,117 | 4,117 | — | $70.34万 | 新建仓 |
| DSI | ISHARES TR | $71.74万 | 0.01% | 5,038 | -10 | -0.2% | -$1,424 | 减仓 |
| F | FORD MTR CO | $71.88万 | 0.01% | 51,713 | 26,496 | 105.1% | $36.83万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $73.08万 | 0.01% | 2,322 | 6 | 0.3% | $1,888 | 加仓 |
| CSX | CSX CORP | $73.16万 | 0.01% | 15,392 | 884 | 6.1% | $4.20万 | 加仓 |
| SRE | SEMPRA | $73.47万 | 0.01% | 7,925 | 54 | 0.7% | $5,006 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $73.80万 | 0.01% | 7,516 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $73.86万 | 0.01% | 3,799 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $74.22万 | 0.01% | 9,482 | 360 | 3.9% | $2.82万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $74.24万 | 0.01% | 8,569 | 48 | 0.6% | $4,159 | 加仓 |
| LRCX | LAM RESEARCH CORP | $74.58万 | 0.01% | 1,722 | -8 | -0.5% | -$3,465 | 减仓 |
| — | TCW ETF TRUST | $75.03万 | 0.01% | 13,536 | 7,306 | 117.3% | $40.50万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $75.19万 | 0.01% | 1,439 | 6 | 0.4% | $3,135 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $75.54万 | 0.01% | 2,600 | -29 | -1.1% | -$8,426 | 减仓 |
| Q | QNITY ELECTRONICS INC | $75.89万 | 0.01% | 4,645 | 9 | 0.2% | $1,470 | 加仓 |
| SHM | SPDR SERIES TRUST | $76.06万 | 0.01% | 15,858 | 4 | 0.0% | $192 | 加仓 |
| AOM | ISHARES TR | $76.26万 | 0.01% | 15,286 | 180 | 1.2% | $8,980 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $78.18万 | 0.01% | 2,991 | -94 | -3.0% | -$2.46万 | 减仓 |
| COO | COOPER COS INC | $79.43万 | 0.01% | 11,076 | 274 | 2.5% | $1.96万 | 加仓 |
| CB | CHUBB LIMITED | $80.66万 | 0.01% | 2,367 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $82.41万 | 0.01% | 14,981 | 2,679 | 21.8% | $14.74万 | 加仓 |
| SLV | ISHARES SILVER TR | $82.61万 | 0.01% | 15,449 | 5,764 | 59.5% | $30.82万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $82.67万 | 0.01% | 18,234 | 557 | 3.2% | $2.53万 | 加仓 |
| HYG | ISHARES TR | $84.33万 | 0.01% | 10,545 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $84.37万 | 0.01% | 92,009 | 17,794 | 24.0% | $16.32万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $84.85万 | 0.01% | 8,923 | 7 | 0.1% | $666 | 加仓 |
| — | VANECK ETF TRUST | $86.12万 | 0.01% | 25,898 | 3,250 | 14.4% | $10.81万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $86.23万 | 0.01% | 6,825 | 55 | 0.8% | $6,949 | 加仓 |
| MMM | 3M CO | $87.06万 | 0.01% | 5,377 | -1,506 | -21.9% | -$24.38万 | 减仓 |
| IWS | ISHARES TR | $89.56万 | 0.01% | 5,442 | -5,548 | -50.5% | -$91.30万 | 减仓 |
| GSK | GSK PLC | $89.57万 | 0.01% | 17,087 | 13 | 0.1% | $681 | 加仓 |
| IYM | ISHARES TR | $90.03万 | 0.01% | 5,015 | 1 | 0.0% | $180 | 加仓 |
| DLN | WISDOMTREE TR | $90.56万 | 0.01% | 9,402 | -19 | -0.2% | -$1,830 | 减仓 |
| BHP | BHP BILLITON LIMITED | $92.42万 | 0.01% | 11,094 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $93.70万 | 0.01% | 41,907 | 5,972 | 16.6% | $13.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $94.67万 | 0.01% | 8,807 | 124 | 1.4% | $1.33万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $94.71万 | 0.01% | 711 | -5 | -0.7% | -$6,660 | 减仓 |
| B | BARRICK MNG CORP | $96.59万 | 0.02% | 26,296 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $97.62万 | 0.02% | 2,128 | 1 | 0.0% | $459 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $98.23万 | 0.02% | 1,571 | -131 | -7.7% | -$8.19万 | 减仓 |
| SCZ | ISHARES TR | $99.16万 | 0.02% | 12,054 | 463 | 4.0% | $3.81万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $100.17万 | 0.02% | 13,655 | 483 | 3.7% | $3.54万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $100.65万 | 0.02% | 9,098 | -268 | -2.9% | -$2.96万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $101.54万 | 0.02% | 13,424 | -150 | -1.1% | -$1.13万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $101.85万 | 0.02% | 38,205 | -239 | -0.6% | -$6,372 | 减仓 |
| IWO | ISHARES TR | $104.55万 | 0.02% | 2,655 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $104.90万 | 0.02% | 2,867 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $105.16万 | 0.02% | 17,410 | 90 | 0.5% | $5,436 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $106.29万 | 0.02% | 18,377 | -22,471 | -55.0% | -$129.97万 | 减仓 |
| PWR | QUANTA SVCS INC | $107.33万 | 0.02% | 1,491 | -11 | -0.7% | -$7,918 | 减仓 |
| CMCSA | COMCAST CORP NEW | $107.75万 | 0.02% | 43,892 | -2,948 | -6.3% | -$7.24万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $109.56万 | 0.02% | 18,824 | 6,169 | 48.7% | $35.90万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $111.46万 | 0.02% | 10,328 | 4,841 | 88.2% | $52.25万 | 加仓 |
| ETN | EATON CORP PLC | $111.65万 | 0.02% | 2,620 | -38 | -1.4% | -$1.62万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $113.91万 | 0.02% | 10,646 | -11,556 | -52.0% | -$123.64万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $114.09万 | 0.02% | 2,645 | 289 | 12.3% | $12.47万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $118.50万 | 0.02% | 18,841 | 360 | 1.9% | $2.26万 | 加仓 |
| EFV | ISHARES TR | $118.85万 | 0.02% | 15,527 | 197 | 1.3% | $1.51万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $119.55万 | 0.02% | 43,158 | 1,847 | 4.5% | $5.12万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $121.00万 | 0.02% | 7,997 | 218 | 2.8% | $3.30万 | 加仓 |
| WFC | WELLS FARGO & CO | $122.20万 | 0.02% | 14,786 | 50 | 0.3% | $4,132 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $122.52万 | 0.02% | 51,675 | 15,405 | 42.5% | $36.53万 | 加仓 |
| AMAT | APPLIED MATLS INC | $123.46万 | 0.02% | 1,707 | -18 | -1.0% | -$1.30万 | 减仓 |
| BOX | BOX INC | $125.35万 | 0.02% | 47,230 | -6,810 | -12.6% | -$18.07万 | 减仓 |