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 |
|---|---|---|---|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP | $125.46万 | 0.02% | 67,704 | -598 | -0.9% | -$1.11万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $125.74万 | 0.02% | 61,156 | 202 | 0.3% | $4,153 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $127.32万 | 0.02% | 16,342 | -547 | -3.2% | -$4.26万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $129.16万 | 0.02% | 8,932 | 22 | 0.2% | $3,181 | 加仓 |
| WM | WASTE MGMT INC DEL | $130.99万 | 0.02% | 5,877 | -163 | -2.7% | -$3.63万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $131.10万 | 0.02% | 7,524 | -494 | -6.2% | -$8.61万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $135.43万 | 0.02% | 17,895 | 17,895 | — | $135.43万 | 新建仓 |
| GPZ | VANECK ETF TRUST | $138.20万 | 0.02% | 64,458 | 20,563 | 46.8% | $44.09万 | 加仓 |
| SO | SOUTHERN CO | $139.59万 | 0.02% | 14,586 | 822 | 6.0% | $7.87万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $140.56万 | 0.02% | 11,103 | -107 | -1.0% | -$1.35万 | 减仓 |
| DVY | ISHARES TR | $140.70万 | 0.02% | 9,002 | -196 | -2.1% | -$3.06万 | 减仓 |
| XBI | SPDR SERIES TRUST | $141.90万 | 0.02% | 8,967 | 4,426 | 97.5% | $70.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $142.06万 | 0.02% | 16,963 | 26 | 0.2% | $2,177 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $144.86万 | 0.02% | 54,314 | -54,314 | -50.0% | -$144.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $147.05万 | 0.02% | 4,150 | 66 | 1.6% | $2.34万 | 加仓 |
| YUM | YUM BRANDS INC | $148.93万 | 0.02% | 9,316 | -429 | -4.4% | -$6.86万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $151.01万 | 0.02% | 34,414 | 268 | 0.8% | $1.18万 | 加仓 |
| LQD | ISHARES TR | $152.77万 | 0.02% | 14,007 | -69 | -0.5% | -$7,526 | 减仓 |
| CIEN | CIENA CORP | $154.58万 | 0.02% | 3,151 | -699 | -18.2% | -$34.29万 | 减仓 |
| IVES | WEDBUSH SER TR | $157.34万 | 0.02% | 41,294 | 21,022 | 103.7% | $80.10万 | 加仓 |
| DASH | DOORDASH INC | $157.46万 | 0.02% | 8,533 | 6,964 | 443.8% | $128.51万 | 加仓 |
| ACWI | ISHARES TR | $157.65万 | 0.02% | 10,043 | 50 | 0.5% | $7,849 | 加仓 |
| QCOM | QUALCOMM INC | $157.99万 | 0.02% | 8,548 | 401 | 4.9% | $7.41万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $158.57万 | 0.02% | 4,279 | 3 | 0.1% | $1,112 | 加仓 |
| VBR | VANGUARD INDEX FDS | $160.94万 | 0.03% | 6,624 | 226 | 3.5% | $5.49万 | 加仓 |
| AON | AON PLC | $161.16万 | 0.03% | 4,859 | -38 | -0.8% | -$1.26万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $161.75万 | 0.03% | 5,430 | -227 | -4.0% | -$6.76万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $164.52万 | 0.03% | 30,689 | 798 | 2.7% | $4.28万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $164.89万 | 0.03% | 3,968 | -4,480 | -53.0% | -$186.16万 | 减仓 |
| NUE | NUCOR CORP | $167.46万 | 0.03% | 7,518 | -7,518 | -50.0% | -$167.46万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $169.87万 | 0.03% | 10,383 | -504 | -4.6% | -$8.25万 | 减仓 |
| EMR | EMERSON ELEC CO | $170.01万 | 0.03% | 11,876 | 52 | 0.4% | $7,444 | 加仓 |
| CTVA | CORTEVA INC | $170.21万 | 0.03% | 20,099 | -281 | -1.4% | -$2.38万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $174.84万 | 0.03% | 42,385 | 3,836 | 10.0% | $15.82万 | 加仓 |
| IGF | ISHARES TR | $175.67万 | 0.03% | 26,376 | 1,750 | 7.1% | $11.66万 | 加仓 |
| TXN | TEXAS INSTRS INC | $175.75万 | 0.03% | 5,897 | -654 | -10.0% | -$19.49万 | 减仓 |
| SHEL | SHELL PLC | $181.79万 | 0.03% | 23,444 | 139 | 0.6% | $1.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $183.60万 | 0.03% | 20,918 | -19,064 | -47.7% | -$167.33万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $184.51万 | 0.03% | 32,023 | 7,973 | 33.2% | $45.94万 | 加仓 |
| XYL | XYLEM INC | $187.29万 | 0.03% | 15,844 | 42 | 0.3% | $4,965 | 加仓 |
| ASML | ASML HLDG NV | $187.92万 | 0.03% | 943 | 380 | 67.5% | $75.73万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $192.47万 | 0.03% | 45,455 | -4,708 | -9.4% | -$19.93万 | 减仓 |
| BX | BLACKSTONE INC | $197.55万 | 0.03% | 16,788 | -2,085 | -11.0% | -$24.54万 | 减仓 |
| PGR | PROGRESSIVE CORP | $202.13万 | 0.03% | 9,257 | 39 | 0.4% | $8,516 | 加仓 |
| QYLD | GLOBAL X FDS | $207.34万 | 0.03% | 112,498 | 7,603 | 7.2% | $14.01万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $208.60万 | 0.03% | 23,220 | -181 | -0.8% | -$1.63万 | 减仓 |
| T | AT&T INC | $209.54万 | 0.03% | 101,220 | 11,385 | 12.7% | $23.57万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $215.31万 | 0.03% | 16,282 | 48 | 0.3% | $6,347 | 加仓 |
| MPC | MARATHON PETE CORP | $220.58万 | 0.03% | 8,627 | 968 | 12.6% | $24.75万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $223.05万 | 0.04% | 23,023 | 45 | 0.2% | $4,360 | 加仓 |
| CVS | CVS HEALTH CORP | $224.01万 | 0.04% | 21,655 | 1,436 | 7.1% | $14.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $227.79万 | 0.04% | 19,058 | 2,146 | 12.7% | $25.65万 | 加仓 |
| DGRW | WISDOMTREE TR | $231.07万 | 0.04% | 24,165 | 564 | 2.4% | $5.39万 | 加仓 |
| EXC | EXELON CORP | $231.61万 | 0.04% | 49,683 | -450 | -0.9% | -$2.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $232.23万 | 0.04% | 4,560 | 118 | 2.7% | $6.01万 | 加仓 |
| PICK | ISHARES INC | $235.72万 | 0.04% | 40,537 | 6 | 0.0% | $349 | 加仓 |
| IWB | ISHARES TR | $242.64万 | 0.04% | 5,923 | 10 | 0.2% | $4,097 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $247.45万 | 0.04% | 2,448 | -287 | -10.5% | -$29.01万 | 减仓 |
| RYLD | GLOBAL X FDS | $253.39万 | 0.04% | 158,466 | 4,653 | 3.0% | $7.44万 | 加仓 |
| DHR | DANAHER CORP DEL | $253.39万 | 0.04% | 13,304 | -376 | -2.7% | -$7.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $253.82万 | 0.04% | 47,789 | 241 | 0.5% | $1.28万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $255.24万 | 0.04% | 21,861 | -669 | -3.0% | -$7.81万 | 减仓 |
| MS | MORGAN STANLEY | $258.69万 | 0.04% | 12,376 | -10,438 | -45.8% | -$218.18万 | 减仓 |
| PSX | PHILLIPS 66 | $261.21万 | 0.04% | 15,456 | -15,346 | -49.8% | -$259.35万 | 减仓 |
| NKE | NIKE INC | $264.64万 | 0.04% | 64,465 | -227,205 | -77.9% | -$932.72万 | 减仓 |
| DE | DEERE & CO | $264.81万 | 0.04% | 4,176 | -177 | -4.1% | -$11.22万 | 减仓 |
| GWW | WW GRAINGER INC | $269.28万 | 0.04% | 1,980 | 2 | 0.1% | $2,720 | 加仓 |
| KLAC | KLA CORP | $272.47万 | 0.04% | 9,031 | -769 | -7.8% | -$23.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $276.24万 | 0.04% | 13,772 | -1,626 | -10.6% | -$32.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $277.92万 | 0.04% | 33,901 | 1,032 | 3.1% | $8.46万 | 加仓 |
| KKR | KKR & CO INC | $280.32万 | 0.04% | 30,544 | -164 | -0.5% | -$1.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $281.51万 | 0.04% | 4,846 | 83 | 1.7% | $4.82万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $296.99万 | 0.05% | 27,937 | -1,584 | -5.4% | -$16.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $300.85万 | 0.05% | 13,433 | -464 | -3.3% | -$10.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $303.81万 | 0.05% | 8,909 | 191 | 2.2% | $6.51万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $310.55万 | 0.05% | 27,005 | 16 | 0.1% | $1,840 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $315.82万 | 0.05% | 32,754 | 1,024 | 3.2% | $9.87万 | 加仓 |
| OKE | ONEOK INC NEW | $328.60万 | 0.05% | 37,797 | -37,681 | -49.9% | -$327.59万 | 减仓 |
| BA | BOEING CO | $329.95万 | 0.05% | 15,241 | -105 | -0.7% | -$2.27万 | 减仓 |
| C | CITIGROUP INC | $332.20万 | 0.05% | 23,736 | 2,133 | 9.9% | $29.85万 | 加仓 |
| HSY | HERSHEY CO | $334.27万 | 0.05% | 19,053 | -15 | -0.1% | -$2,632 | 减仓 |
| QUAL | ISHARES TR | $345.63万 | 0.05% | 15,753 | -629 | -3.8% | -$13.80万 | 减仓 |
| INTC | INTEL CORP | $346.05万 | 0.05% | 24,784 | 1,386 | 5.9% | $19.35万 | 加仓 |
| — | SOURCE CAPITAL | $346.65万 | 0.05% | 75,409 | 60 | 0.1% | $2,758 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $365.86万 | 0.06% | 99,308 | 8,891 | 9.8% | $32.75万 | 加仓 |
| CME | CME GROUP INC | $368.45万 | 0.06% | 16,682 | -87 | -0.5% | -$1.92万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $370.85万 | 0.06% | 50,518 | 887 | 1.8% | $6.51万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $374.29万 | 0.06% | 40,825 | -2,862 | -6.6% | -$26.24万 | 减仓 |
| AGG | ISHARES TR | $374.91万 | 0.06% | 37,877 | 1,002 | 2.7% | $9.92万 | 加仓 |
| GDX | VANECK ETF TRUST | $377.19万 | 0.06% | 49,991 | -755 | -1.5% | -$5.70万 | 减仓 |
| MO | ALTRIA GROUP INC | $380.90万 | 0.06% | 52,940 | -2,556 | -4.6% | -$18.39万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $386.02万 | 0.06% | 15,541 | 73 | 0.5% | $1.81万 | 加仓 |
| IGSB | ISHARES TR | $403.00万 | 0.06% | 76,896 | 4,131 | 5.7% | $21.65万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $408.53万 | 0.06% | 8,320 | 366 | 4.6% | $17.97万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $411.82万 | 0.06% | 15,317 | -210 | -1.4% | -$5.65万 | 减仓 |
| BOTZ | GLOBAL X FDS | $413.71万 | 0.06% | 109,041 | -5,670 | -4.9% | -$21.51万 | 减仓 |
| MCK | MCKESSON CORP | $415.30万 | 0.07% | 5,496 | -310 | -5.3% | -$23.43万 | 减仓 |
| COMP | COMPASS INC | $420.40万 | 0.07% | 340,959 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $427.45万 | 0.07% | 8,947 | -255 | -2.8% | -$12.18万 | 减仓 |
| TJX | TJX COS INC NEW | $463.68万 | 0.07% | 30,608 | -43 | -0.1% | -$6,514 | 减仓 |