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 |
|---|---|---|---|---|---|---|---|---|
| SCCO | SOUTHERN COPPER CORP | $137.95万 | 0.02% | 8,018 | -1,804 | -18.4% | -$31.04万 | 减仓 |
| ACWI | ISHARES TR | $138.27万 | 0.02% | 9,993 | 691 | 7.4% | $9.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $138.80万 | 0.02% | 6,040 | -231 | -3.7% | -$5.31万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $138.99万 | 0.02% | 6,398 | 1,607 | 33.5% | $34.91万 | 加仓 |
| DVY | ISHARES TR | $139.26万 | 0.02% | 9,198 | 792 | 9.4% | $11.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $139.77万 | 0.02% | 8,718 | 3,260 | 59.7% | $52.26万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $139.85万 | 0.02% | 4,276 | 38 | 0.9% | $1.24万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $140.19万 | 0.02% | 4,084 | -1,089 | -21.1% | -$37.38万 | 减仓 |
| KLAC | KLA CORP | $144.30万 | 0.02% | 980 | 4 | 0.4% | $5,890 | 加仓 |
| CVS | CVS HEALTH CORP | $145.21万 | 0.02% | 20,219 | -197 | -1.0% | -$1.41万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $145.85万 | 0.02% | 24,050 | -7,399 | -23.5% | -$44.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $145.93万 | 0.02% | 9,976 | 5,876 | 143.3% | $85.95万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $146.68万 | 0.02% | 23,401 | 7,738 | 49.4% | $48.50万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $146.79万 | 0.02% | 11,210 | 905 | 8.8% | $11.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $147.55万 | 0.02% | 2,114 | 921 | 77.2% | $64.28万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $147.58万 | 0.02% | 29,891 | 40 | 0.1% | $1,975 | 加仓 |
| CIEN | CIENA CORP | $149.47万 | 0.02% | 3,850 | 1,450 | 60.4% | $56.29万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $150.19万 | 0.02% | 38,549 | 26,508 | 220.1% | $103.28万 | 加仓 |
| YUM | YUM BRANDS INC | $151.50万 | 0.02% | 9,745 | 326 | 3.5% | $5.07万 | 加仓 |
| LQD | ISHARES TR | $153.41万 | 0.02% | 14,076 | 3,646 | 35.0% | $39.74万 | 加仓 |
| EMR | EMERSON ELEC CO | $154.93万 | 0.03% | 11,824 | 1,009 | 9.3% | $13.22万 | 加仓 |
| AON | AON PLC | $158.05万 | 0.03% | 4,897 | 6 | 0.1% | $1,937 | 加仓 |
| IWS | ISHARES TR | $160.15万 | 0.03% | 10,990 | 6,590 | 149.8% | $96.03万 | 加仓 |
| EBAY | EBAY INC. | $162.37万 | 0.03% | 17,838 | 578 | 3.3% | $5.26万 | 加仓 |
| IGF | ISHARES TR | $164.99万 | 0.03% | 24,626 | -870 | -3.4% | -$5.83万 | 减仓 |
| CTVA | CORTEVA INC | $170.59万 | 0.03% | 20,380 | 702 | 3.6% | $5.88万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $172.45万 | 0.03% | 2,526 | 1,263 | 100.0% | $86.23万 | 加仓 |
| QYLD | GLOBAL X FDS | $179.90万 | 0.03% | 104,895 | 53,462 | 103.9% | $91.69万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $182.27万 | 0.03% | 16,234 | 6,684 | 70.0% | $75.05万 | 加仓 |
| PGR | PROGRESSIVE CORP | $182.74万 | 0.03% | 9,218 | 593 | 6.9% | $11.76万 | 加仓 |
| MPC | MARATHON PETE CORP | $187.04万 | 0.03% | 7,659 | -2,190 | -22.2% | -$53.48万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $187.90万 | 0.03% | 10,887 | 1,128 | 11.6% | $19.47万 | 加仓 |
| XYL | XYLEM INC | $188.80万 | 0.03% | 15,802 | 1,027 | 7.0% | $12.27万 | 加仓 |
| EME | EMCOR GROUP INC | $196.71万 | 0.03% | 2,664 | 1,787 | 203.8% | $131.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $207.31万 | 0.03% | 23,601 | 464 | 2.0% | $4.08万 | 加仓 |
| IWB | ISHARES TR | $210.87万 | 0.03% | 5,913 | 77 | 1.3% | $2.75万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $214.43万 | 0.03% | 22,978 | 871 | 3.9% | $8.13万 | 加仓 |
| GWW | WW GRAINGER INC | $215.79万 | 0.03% | 1,978 | 1 | 0.1% | $1,091 | 加仓 |
| SHEL | SHELL PLC | $216.72万 | 0.04% | 23,305 | 2,446 | 11.7% | $22.75万 | 加仓 |
| BX | BLACKSTONE INC | $217.02万 | 0.04% | 18,873 | 1,296 | 7.4% | $14.90万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $223.67万 | 0.04% | 22,202 | 11,825 | 114.0% | $119.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $227.63万 | 0.04% | 6,738 | 2,530 | 60.1% | $85.47万 | 加仓 |
| PICK | ISHARES INC | $229.37万 | 0.04% | 40,531 | 970 | 2.5% | $5.49万 | 加仓 |
| RYLD | GLOBAL X FDS | $229.95万 | 0.04% | 153,813 | 112,693 | 274.1% | $168.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $231.38万 | 0.04% | 2,735 | 147 | 5.7% | $12.44万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $235.45万 | 0.04% | 40,848 | 20,137 | 97.2% | $116.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $236.92万 | 0.04% | 32,869 | 23,503 | 250.9% | $169.41万 | 加仓 |
| C | CITIGROUP INC | $244.99万 | 0.04% | 21,603 | -99 | -0.5% | -$1.12万 | 减仓 |
| DE | DEERE & CO | $245.15万 | 0.04% | 4,353 | 15 | 0.3% | $8,448 | 加仓 |
| EXC | EXELON CORP | $245.75万 | 0.04% | 50,133 | 8,100 | 19.3% | $39.71万 | 加仓 |
| COMP | COMPASS INC | $249.24万 | 0.04% | 340,959 | 340,959 | — | $249.24万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $251.83万 | 0.04% | 50,163 | 13,866 | 38.2% | $69.61万 | 加仓 |
| NUE | NUCOR CORP | $254.26万 | 0.04% | 15,036 | 7,718 | 105.5% | $130.51万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $255.71万 | 0.04% | 26,989 | 786 | 3.0% | $7.45万 | 加仓 |
| DHR | DANAHER CORP DEL | $259.39万 | 0.04% | 13,680 | 1,276 | 10.3% | $24.19万 | 加仓 |
| T | AT&T INC | $260.44万 | 0.04% | 89,835 | 4,903 | 5.8% | $14.21万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $260.82万 | 0.04% | 22,530 | 4,868 | 27.6% | $56.36万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $261.28万 | 0.04% | 15,969 | 4,717 | 41.9% | $77.18万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $268.49万 | 0.04% | 4,442 | 15 | 0.3% | $9,067 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $276.73万 | 0.04% | 29,521 | 5,352 | 22.1% | $50.17万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $280.89万 | 0.05% | 15,398 | 661 | 4.5% | $12.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $281.44万 | 0.05% | 31,730 | 5,547 | 21.2% | $49.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $282.46万 | 0.05% | 13,897 | -1 | -0.0% | -$203 | 减仓 |
| KKR | KKR & CO INC | $284.03万 | 0.05% | 30,708 | 1,031 | 3.5% | $9.54万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $291.28万 | 0.05% | 47,548 | 6,702 | 16.4% | $41.06万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $296.77万 | 0.05% | 108,628 | 56,385 | 107.9% | $154.04万 | 加仓 |
| BA | BOEING CO | $305.45万 | 0.05% | 15,346 | 805 | 5.5% | $16.02万 | 加仓 |
| SOXX | ISHARES TR | $306.44万 | 0.05% | 9,324 | 2,903 | 45.2% | $95.41万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $307.15万 | 0.05% | 90,417 | 50,007 | 123.7% | $169.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $311.02万 | 0.05% | 9,202 | 2,391 | 35.1% | $80.81万 | 加仓 |
| QUAL | ISHARES TR | $314.25万 | 0.05% | 16,382 | 780 | 5.0% | $14.96万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $331.49万 | 0.05% | 7,954 | 390 | 5.2% | $16.25万 | 加仓 |
| — | SOURCE CAPITAL | $349.01万 | 0.06% | 75,349 | 37,598 | 99.6% | $174.15万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $357.84万 | 0.06% | 15,527 | 97 | 0.6% | $2.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $365.49万 | 0.06% | 49,631 | 6,379 | 14.7% | $46.98万 | 加仓 |
| AGG | ISHARES TR | $366.06万 | 0.06% | 36,875 | 13,209 | 55.8% | $131.13万 | 加仓 |
| MCS | MARCUS CORP DEL | $366.17万 | 0.06% | 213,262 | 9,052 | 4.4% | $15.54万 | 加仓 |
| MO | ALTRIA GROUP INC | $366.22万 | 0.06% | 55,496 | 3,237 | 6.2% | $21.36万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $366.66万 | 0.06% | 8,448 | 3,770 | 80.6% | $163.63万 | 加仓 |
| GEV | GE VERNOVA INC | $368.57万 | 0.06% | 4,221 | 296 | 7.5% | $25.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $371.37万 | 0.06% | 39,982 | 21,311 | 114.1% | $197.95万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $372.35万 | 0.06% | 43,687 | 5,940 | 15.7% | $50.63万 | 加仓 |
| MS | MORGAN STANLEY | $375.41万 | 0.06% | 22,814 | 13,088 | 134.6% | $215.37万 | 加仓 |
| BOTZ | GLOBAL X FDS | $381.08万 | 0.06% | 114,711 | 21,172 | 22.6% | $70.34万 | 加仓 |
| IGSB | ISHARES TR | $382.44万 | 0.06% | 72,765 | 21,275 | 41.3% | $111.82万 | 加仓 |
| IJT | ISHARES TR | $387.04万 | 0.06% | 26,746 | 26,746 | — | $387.04万 | 新建仓 |
| APH | AMPHENOL CORP | $395.42万 | 0.06% | 31,295 | 75 | 0.2% | $9,476 | 加仓 |
| HSY | HERSHEY CO | $396.40万 | 0.06% | 19,068 | -301 | -1.6% | -$6.26万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $403.87万 | 0.07% | 9,906 | -798 | -7.5% | -$32.53万 | 减仓 |
| GE | GE AEROSPACE | $419.74万 | 0.07% | 14,792 | -94 | -0.6% | -$2.67万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $431.94万 | 0.07% | 15,468 | 1,838 | 13.5% | $51.33万 | 加仓 |
| GDX | VANECK ETF TRUST | $465.70万 | 0.08% | 50,746 | 1,634 | 3.3% | $15.00万 | 加仓 |
| MRK | MERCK & CO INC | $485.88万 | 0.08% | 40,395 | -3,101 | -7.1% | -$37.30万 | 减仓 |
| TJX | TJX COS INC NEW | $489.46万 | 0.08% | 30,651 | -201 | -0.7% | -$3.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $489.56万 | 0.08% | 68,061 | 24,603 | 56.6% | $176.97万 | 加仓 |
| CME | CME GROUP INC | $495.34万 | 0.08% | 16,769 | 988 | 6.3% | $29.18万 | 加仓 |
| MCK | MCKESSON CORP | $502.46万 | 0.08% | 5,806 | -271 | -4.5% | -$23.45万 | 减仓 |
| AMGN | AMGEN INC | $506.62万 | 0.08% | 14,398 | 1,261 | 9.6% | $44.37万 | 加仓 |
| AMLP | ALPS ETF TR | $507.02万 | 0.08% | 96,319 | 21,377 | 28.5% | $112.53万 | 加仓 |
| FLXR | TCW ETF TRUST | $515.60万 | 0.08% | 131,296 | 60,950 | 86.6% | $239.35万 | 加仓 |