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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $467.30万 | 0.07% | 22,795 | -1,731 | -7.1% | -$35.49万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $470.61万 | 0.07% | 56,961 | -2,475 | -4.2% | -$20.45万 | 减仓 |
| NFLX | NETFLIX INC. | $476.74万 | 0.07% | 66,770 | -64,854 | -49.3% | -$463.06万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $489.30万 | 0.08% | 67,807 | -254 | -0.4% | -$1.83万 | 减仓 |
| MCS | MARCUS CORP DEL | $489.77万 | 0.08% | 208,769 | -4,493 | -2.1% | -$10.54万 | 减仓 |
| IJT | ISHARES TR | $495.91万 | 0.08% | 27,766 | 1,020 | 3.8% | $18.22万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $498.54万 | 0.08% | 25,991 | 10,022 | 62.8% | $192.24万 | 加仓 |
| MRK | MERCK & CO INC | $505.65万 | 0.08% | 39,351 | -1,044 | -2.6% | -$13.42万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $512.84万 | 0.08% | 23,197 | 23,197 | — | $512.84万 | 新建仓 |
| GEV | GE VERNOVA INC | $515.13万 | 0.08% | 4,384 | 163 | 3.9% | $19.15万 | 加仓 |
| AMLP | ALPS ETF TR | $516.67万 | 0.08% | 99,646 | 3,327 | 3.5% | $17.25万 | 加仓 |
| HON | HONEYWELL INTL INC | $519.38万 | 0.08% | 23,197 | -22,612 | -49.4% | -$506.28万 | 减仓 |
| AMGN | AMGEN INC | $525.72万 | 0.08% | 14,518 | 120 | 0.8% | $4.35万 | 加仓 |
| APH | AMPHENOL CORP | $547.02万 | 0.09% | 31,024 | -271 | -0.9% | -$4.78万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $565.23万 | 0.09% | 41,317 | 294 | 0.7% | $4.02万 | 加仓 |
| GE | GE AEROSPACE | $578.62万 | 0.09% | 15,483 | 691 | 4.7% | $25.82万 | 加仓 |
| TSLA | TESLA INC | $597.08万 | 0.09% | 14,198 | 186 | 1.3% | $7.82万 | 加仓 |
| FLXR | TCW ETF TRUST | $603.85万 | 0.09% | 154,007 | 22,711 | 17.3% | $89.05万 | 加仓 |
| IBTG | ISHARES TR | $606.19万 | 0.10% | 264,827 | -23,896 | -8.3% | -$54.70万 | 减仓 |
| SOXX | ISHARES TR | $607.13万 | 0.10% | 9,475 | 151 | 1.6% | $9.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $608.80万 | 0.10% | 5,274 | -1,464 | -21.7% | -$169.00万 | 减仓 |
| NTRA | NATERA INC | $628.81万 | 0.10% | 23,165 | -22,765 | -49.6% | -$617.96万 | 减仓 |
| IXUS | ISHARES TR | $638.80万 | 0.10% | 66,932 | 1,042 | 1.6% | $9.94万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $701.95万 | 0.11% | 28,926 | 24,890 | 616.7% | $604.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $720.62万 | 0.11% | 25,622 | 1,968 | 8.3% | $55.35万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $747.09万 | 0.12% | 61,528 | -8,926 | -12.7% | -$108.38万 | 减仓 |
| PFF | ISHARES TR | $760.28万 | 0.12% | 249,354 | 5,643 | 2.3% | $17.21万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $799.03万 | 0.13% | 29,540 | -1,359 | -4.4% | -$36.76万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $801.51万 | 0.13% | 167,993 | 21,487 | 14.7% | $102.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $812.37万 | 0.13% | 55,397 | -56,893 | -50.7% | -$834.31万 | 减仓 |
| CSCO | CISCO SYS INC | $832.04万 | 0.13% | 70,836 | -11,135 | -13.6% | -$130.79万 | 减仓 |
| QLD | PROSHARES TR | $849.36万 | 0.13% | 87,780 | 1,780 | 2.1% | $17.22万 | 加仓 |
| NTRS | NORTHERN TR CORP | $856.30万 | 0.13% | 49,258 | -50,320 | -50.5% | -$874.76万 | 减仓 |
| — | EXXON MOBIL CORP | $858.94万 | 0.13% | 62,826 | -22,969 | -26.8% | -$314.03万 | 减仓 |
| VB | VANGUARD INDEX FDS | $869.42万 | 0.14% | 28,681 | 485 | 1.7% | $14.70万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR | $885.93万 | 0.14% | 356,525 | 356,525 | — | $885.93万 | 新建仓 |
| — | WISDOMTREE TR | $920.12万 | 0.14% | 107,957 | -620 | -0.6% | -$5.28万 | 减仓 |
| MCD | MCDONALDS CORP | $928.98万 | 0.15% | 34,366 | -7,219 | -17.4% | -$195.14万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $931.16万 | 0.15% | 51,473 | -57,665 | -52.8% | -$1,043.18万 | 减仓 |
| PFE | PFIZER INC | $962.41万 | 0.15% | 399,667 | -68,739 | -14.7% | -$165.53万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $992.06万 | 0.16% | 46,627 | -27,473 | -37.1% | -$584.53万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $994.24万 | 0.16% | 65,844 | 65,844 | — | $994.24万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $1,032.66万 | 0.16% | 323,012 | -1,680 | -0.5% | -$5.37万 | 减仓 |
| SMOT | VANECK ETF TRUST | $1,041.58万 | 0.16% | 268,034 | -108 | -0.0% | -$4,197 | 减仓 |
| ENB | ENBRIDGE INC | $1,049.61万 | 0.16% | 193,619 | -295 | -0.2% | -$1.60万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,141.06万 | 0.18% | 111,659 | 470 | 0.4% | $4.80万 | 加仓 |
| SUB | ISHARES TR | $1,166.60万 | 0.18% | 109,571 | -1,917 | -1.7% | -$20.41万 | 减仓 |
| IJJ | ISHARES TR | $1,179.72万 | 0.19% | 79,854 | -126 | -0.2% | -$1.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,215.39万 | 0.19% | 160,957 | 1,664 | 1.0% | $12.56万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,230.91万 | 0.19% | 133,408 | 776 | 0.6% | $7.16万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,237.23万 | 0.19% | 119,010 | 1,785 | 1.5% | $18.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,348.48万 | 0.21% | 303,987 | 19,176 | 6.7% | $85.06万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,351.90万 | 0.21% | 108,639 | -1,115 | -1.0% | -$13.88万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,355.56万 | 0.21% | 272,316 | 12,020 | 4.6% | $59.83万 | 加仓 |
| AOA | ISHARES TR | $1,385.64万 | 0.22% | 141,970 | -10,320 | -6.8% | -$100.72万 | 减仓 |
| IBDU | ISHARES TR | $1,387.43万 | 0.22% | 599,061 | 144,702 | 31.8% | $335.13万 | 加仓 |
| ALL | ALLSTATE CORP | $1,394.33万 | 0.22% | 58,598 | 83 | 0.1% | $1.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,409.25万 | 0.22% | 236,093 | 1,785 | 0.8% | $10.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,506.55万 | 0.24% | 79,078 | -76 | -0.1% | -$1.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,516.09万 | 0.24% | 478,115 | -4,265 | -0.9% | -$13.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,521.55万 | 0.24% | 167,679 | 4,393 | 2.7% | $39.86万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,522.31万 | 0.24% | 333,110 | 37,005 | 12.5% | $169.11万 | 加仓 |
| KO | COCA COLA CO | $1,536.49万 | 0.24% | 189,063 | -7,890 | -4.0% | -$64.12万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,579.99万 | 0.25% | 429,813 | 1,268 | 0.3% | $4.66万 | 加仓 |
| CRM | SALESFORCE INC | $1,581.76万 | 0.25% | 100,967 | 1,082 | 1.1% | $16.95万 | 加仓 |
| IBDT | ISHARES TR | $1,650.27万 | 0.26% | 653,571 | 15,773 | 2.5% | $39.83万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,673.48万 | 0.26% | 109,968 | -297 | -0.3% | -$4.52万 | 减仓 |
| ORCL | ORACLE CORP | $1,726.60万 | 0.27% | 117,822 | -114,540 | -49.3% | -$1,678.50万 | 减仓 |
| HD | HOME DEPOT INC | $1,737.67万 | 0.27% | 49,273 | -801 | -1.6% | -$28.25万 | 减仓 |
| PEP | PEPSICO INC | $1,748.09万 | 0.27% | 129,101 | -61,611 | -32.3% | -$834.24万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,761.25万 | 0.28% | 53,297 | 202 | 0.4% | $6.68万 | 加仓 |
| IBDS | ISHARES TR | $1,797.35万 | 0.28% | 742,094 | 2,688 | 0.4% | $6.51万 | 加仓 |
| LLY | ELI LILLY & CO | $1,809.68万 | 0.28% | 15,088 | 298 | 2.0% | $35.74万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,870.95万 | 0.29% | 85,349 | 1,723 | 2.1% | $37.77万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,905.50万 | 0.30% | 501,967 | 62,615 | 14.3% | $237.69万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,907.00万 | 0.30% | 27,116 | 206 | 0.8% | $14.49万 | 加仓 |
| META | META PLATFORMS INC | $1,916.58万 | 0.30% | 34,019 | 381 | 1.1% | $21.46万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,071.40万 | 0.33% | 65,794 | 1,211 | 1.9% | $38.13万 | 加仓 |
| IWP | ISHARES TR | $2,104.31万 | 0.33% | 143,704 | -134,754 | -48.4% | -$1,973.25万 | 减仓 |
| IBDR | ISHARES TR | $2,113.50万 | 0.33% | 872,266 | -10,590 | -1.2% | -$25.66万 | 减仓 |
| IEMG | ISHARES INC | $2,119.57万 | 0.33% | 255,867 | 3,035 | 1.2% | $25.14万 | 加仓 |
| DIS | DISNEY WALT CO | $2,148.22万 | 0.34% | 223,189 | 4,093 | 1.9% | $39.40万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $2,171.31万 | 0.34% | 172,326 | 1,008 | 0.6% | $12.70万 | 加仓 |
| IVE | ISHARES TR | $2,222.78万 | 0.35% | 97,895 | -96,437 | -49.6% | -$2,189.67万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,229.37万 | 0.35% | 174,429 | 6,019 | 3.6% | $76.93万 | 加仓 |
| BLK | BLACKROCK INC | $2,248.80万 | 0.35% | 23,386 | 511 | 2.2% | $49.14万 | 加仓 |
| EEM | ISHARES TR | $2,284.53万 | 0.36% | 333,948 | 3,819 | 1.2% | $26.13万 | 加仓 |
| IVW | ISHARES TR | $2,302.16万 | 0.36% | 167,392 | 5,099 | 3.1% | $70.13万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,321.43万 | 0.36% | 31 | -10 | -24.4% | -$748.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,368.33万 | 0.37% | 70,015 | -356 | -0.5% | -$12.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,500.09万 | 0.39% | 48,679 | -1,140 | -2.3% | -$58.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,573.14万 | 0.40% | 34,939 | -29,767 | -46.0% | -$2,192.24万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $2,591.87万 | 0.41% | 490,514 | 5,071 | 1.0% | $26.80万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2,611.03万 | 0.41% | 463,195 | -20,571 | -4.3% | -$115.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,642.73万 | 0.42% | 132,067 | -112,201 | -45.9% | -$2,245.20万 | 减仓 |
| WMT | WALMART INC | $2,665.07万 | 0.42% | 235,308 | 775 | 0.3% | $8.78万 | 加仓 |
| SHY | ISHARES TR | $2,755.78万 | 0.43% | 335,614 | -305,956 | -47.7% | -$2,512.25万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,851.59万 | 0.45% | 353,926 | 16,382 | 4.9% | $131.99万 | 加仓 |
| IWM | ISHARES TR | $2,858.58万 | 0.45% | 95,143 | -58 | -0.1% | -$1.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,926.86万 | 0.46% | 79,090 | 2,194 | 2.9% | $81.19万 | 加仓 |