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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $4,103.27万 | 0.66% | 194,332 | 102,144 | 110.8% | $2,156.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,147.83万 | 0.67% | 200,475 | 1,024 | 0.5% | $21.19万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,214.22万 | 0.68% | 797,393 | -1,215,269 | -60.4% | -$6,422.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,235.68万 | 0.69% | 196,954 | 69,172 | 54.1% | $1,487.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,252.70万 | 0.69% | 663,651 | 213,756 | 47.5% | $1,369.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,260.15万 | 0.69% | 244,268 | 147,093 | 151.4% | $2,565.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,298.83万 | 0.70% | 98,383 | 29,852 | 43.6% | $1,304.38万 | 加仓 |
| FEGE | RBB FUND TRUST | $4,314.51万 | 0.70% | 917,976 | 382,412 | 71.4% | $1,797.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,314.78万 | 0.70% | 43,295 | 24 | 0.1% | $2.39万 | 加仓 |
| IWD | ISHARES TR | $4,429.27万 | 0.72% | 207,297 | 39,587 | 23.6% | $845.85万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,442.64万 | 0.72% | 90,383 | 5,963 | 7.1% | $293.10万 | 加仓 |
| FDX | FEDEX CORP | $4,720.11万 | 0.76% | 132,517 | 7,356 | 5.9% | $262.01万 | 加仓 |
| AVGO | BROADCOM INC | $4,952.51万 | 0.80% | 160,012 | 14,793 | 10.2% | $457.86万 | 加仓 |
| SHY | ISHARES TR | $5,297.58万 | 0.86% | 641,570 | 463,459 | 260.2% | $3,826.88万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $5,441.60万 | 0.88% | 1,528,965 | 623,664 | 68.9% | $2,219.63万 | 加仓 |
| RTX | RTX CORPORATION | $5,572.66万 | 0.90% | 288,890 | 13,698 | 5.0% | $264.23万 | 加仓 |
| CAT | CATERPILLAR INC | $6,371.92万 | 1.03% | 89,940 | -1,180 | -1.3% | -$83.60万 | 减仓 |
| SGOV | ISHARES TR | $6,954.55万 | 1.13% | 690,898 | 224,792 | 48.2% | $2,262.75万 | 加仓 |
| EFA | ISHARES TR | $7,033.73万 | 1.14% | 724,150 | 430,418 | 146.5% | $4,180.69万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7,500.00万 | 1.21% | 972,639 | 337,247 | 53.1% | $2,600.50万 | 加仓 |
| IWF | ISHARES TR | $7,537.57万 | 1.22% | 176,756 | 45,157 | 34.3% | $1,925.67万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,181.90万 | 1.32% | 552,464 | 156,199 | 39.4% | $2,313.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,440.41万 | 1.37% | 129,793 | 14,405 | 12.5% | $936.75万 | 加仓 |
| AMZN | AMAZON COM INC | $8,493.79万 | 1.38% | 407,829 | 63,328 | 18.4% | $1,318.92万 | 加仓 |
| GLD | SPDR GOLD TR | $8,727.92万 | 1.41% | 202,840 | 40,863 | 25.2% | $1,758.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9,176.80万 | 1.49% | 311,969 | 16,866 | 5.7% | $496.13万 | 加仓 |
| GOOGL | ALPHABET INC | $1.07亿 | 1.74% | 372,655 | 11,973 | 3.3% | $344.30万 | 加仓 |
| IWR | ISHARES TR | $1.09亿 | 1.77% | 1,126,058 | 820,594 | 268.6% | $7,978.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.24亿 | 2.01% | 207,880 | 65,206 | 45.7% | $3,896.51万 | 加仓 |
| IJH | ISHARES TR | $1.39亿 | 2.26% | 2,063,935 | 1,476,421 | 251.3% | $9,970.29万 | 加仓 |
| ITOT | ISHARES TR | $1.50亿 | 2.43% | 1,054,680 | 315,179 | 42.6% | $4,489.11万 | 加仓 |
| GOOG | ALPHABET INC | $1.56亿 | 2.52% | 543,230 | 19,508 | 3.7% | $559.62万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $1.58亿 | 2.56% | 4,363,542 | 2,733,666 | 167.7% | $9,917.73万 | 加仓 |
| IVV | ISHARES TR | $1.59亿 | 2.58% | 243,758 | 84,679 | 53.2% | $5,531.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.69亿 | 2.74% | 456,761 | 167,099 | 57.7% | $6,185.63万 | 加仓 |
| IJR | ISHARES TR | $1.95亿 | 3.16% | 1,568,315 | 479,564 | 44.0% | $5,961.60万 | 加仓 |
| AAPL | APPLE INC | $2.47亿 | 4.01% | 974,704 | -24,819 | -2.5% | -$629.89万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2.59亿 | 4.19% | 2,675,294 | 690,768 | 34.8% | $6,679.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.68亿 | 7.58% | 976,689 | 164,260 | 20.2% | $7,871.28万 | 加仓 |