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 |
|---|---|---|---|---|---|---|---|---|
| NTRS | NORTHERN TR CORP | $1,389.78万 | 0.23% | 99,578 | 60,893 | 157.4% | $849.87万 | 加仓 |
| LLY | ELI LILLY & CO | $1,360.63万 | 0.22% | 14,790 | 782 | 5.6% | $71.94万 | 加仓 |
| AOA | ISHARES TR | $1,347.62万 | 0.22% | 152,290 | -2,612 | -1.7% | -$23.11万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,328.00万 | 0.22% | 296,105 | 190,730 | 181.0% | $855.40万 | 加仓 |
| PFE | PFIZER INC | $1,315.30万 | 0.21% | 468,406 | 286,767 | 157.9% | $805.25万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,295.85万 | 0.21% | 260,296 | 123,470 | 90.2% | $614.68万 | 加仓 |
| MCD | MCDONALDS CORP | $1,292.52万 | 0.21% | 41,585 | 550 | 1.3% | $17.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,266.44万 | 0.21% | 234,308 | 41,768 | 21.7% | $225.76万 | 加仓 |
| NFLX | NETFLIX INC. | $1,265.57万 | 0.20% | 131,624 | 76,649 | 139.4% | $736.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,246.47万 | 0.20% | 132,632 | 14,993 | 12.7% | $140.90万 | 加仓 |
| ALL | ALLSTATE CORP | $1,213.24万 | 0.20% | 58,515 | 1,852 | 3.3% | $38.40万 | 加仓 |
| SUB | ISHARES TR | $1,187.36万 | 0.19% | 111,488 | 594 | 0.5% | $6.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,106.77万 | 0.18% | 284,811 | 141,537 | 98.8% | $550.01万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,088.70万 | 0.18% | 324,692 | 120,327 | 58.9% | $403.46万 | 加仓 |
| IJJ | ISHARES TR | $1,059.71万 | 0.17% | 79,980 | 13,440 | 20.2% | $178.08万 | 加仓 |
| IBDU | ISHARES TR | $1,056.84万 | 0.17% | 454,359 | 237,785 | 109.8% | $553.09万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,051.93万 | 0.17% | 79,154 | 21,302 | 36.8% | $283.10万 | 加仓 |
| ENB | ENBRIDGE INC | $1,049.84万 | 0.17% | 193,914 | 21,655 | 12.6% | $117.24万 | 加仓 |
| — | HONEYWELL INTL INC | $1,035.35万 | 0.17% | 45,809 | 15,054 | 48.9% | $340.24万 | 加仓 |
| SBUX | STARBUCKS CORP | $996.19万 | 0.16% | 111,189 | 1,843 | 1.7% | $16.51万 | 加仓 |
| SMOT | VANECK ETF TRUST | $943.59万 | 0.15% | 268,142 | 52,907 | 24.6% | $186.18万 | 加仓 |
| NTRA | NATERA INC | $918.55万 | 0.15% | 45,930 | 22,985 | 100.2% | $459.68万 | 加仓 |
| — | WISDOMTREE TR | $899.34万 | 0.15% | 108,577 | 19,916 | 22.5% | $164.96万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $804.17万 | 0.13% | 30,899 | -424 | -1.4% | -$11.03万 | 减仓 |
| PFF | ISHARES TR | $738.93万 | 0.12% | 243,711 | 79,480 | 48.4% | $240.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $738.52万 | 0.12% | 28,196 | 3,442 | 13.9% | $90.15万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $705.78万 | 0.11% | 70,454 | 1,233 | 1.8% | $12.35万 | 加仓 |
| OKE | ONEOK INC NEW | $682.22万 | 0.11% | 75,478 | 38,054 | 101.7% | $343.96万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $666.91万 | 0.11% | 146,506 | 61,277 | 71.9% | $278.94万 | 加仓 |
| IBTG | ISHARES TR | $661.61万 | 0.11% | 288,723 | 152,282 | 111.6% | $348.96万 | 加仓 |
| CSCO | CISCO SYS INC | $636.02万 | 0.10% | 81,971 | 1,343 | 1.7% | $10.42万 | 加仓 |
| ADBE | ADOBE INC | $596.13万 | 0.10% | 24,526 | 1,374 | 5.9% | $33.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $573.33万 | 0.09% | 23,654 | 2,768 | 13.3% | $67.09万 | 加仓 |
| IXUS | ISHARES TR | $570.87万 | 0.09% | 65,890 | 9,243 | 16.3% | $80.08万 | 加仓 |
| PSX | PHILLIPS 66 | $561.10万 | 0.09% | 30,802 | 15,696 | 103.9% | $285.92万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $537.78万 | 0.09% | 41,023 | 1,227 | 3.1% | $16.08万 | 加仓 |
| ZTS | ZOETIS INC | $525.45万 | 0.09% | 44,454 | 5,408 | 13.9% | $63.92万 | 加仓 |
| QLD | PROSHARES TR | $524.60万 | 0.08% | 86,000 | -6,200 | -6.7% | -$37.82万 | 减仓 |
| TSLA | TESLA INC | $520.82万 | 0.08% | 14,012 | 6,196 | 79.3% | $230.30万 | 加仓 |
| FLXR | TCW ETF TRUST | $515.60万 | 0.08% | 131,296 | 60,950 | 86.6% | $239.35万 | 加仓 |
| AMLP | ALPS ETF TR | $507.02万 | 0.08% | 96,319 | 21,377 | 28.5% | $112.53万 | 加仓 |
| AMGN | AMGEN INC | $506.62万 | 0.08% | 14,398 | 1,261 | 9.6% | $44.37万 | 加仓 |
| MCK | MCKESSON CORP | $502.46万 | 0.08% | 5,806 | -271 | -4.5% | -$23.45万 | 减仓 |
| CME | CME GROUP INC | $495.34万 | 0.08% | 16,769 | 988 | 6.3% | $29.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $489.56万 | 0.08% | 68,061 | 24,603 | 56.6% | $176.97万 | 加仓 |
| TJX | TJX COS INC NEW | $489.46万 | 0.08% | 30,651 | -201 | -0.7% | -$3.21万 | 减仓 |
| MRK | MERCK & CO INC | $485.88万 | 0.08% | 40,395 | -3,101 | -7.1% | -$37.30万 | 减仓 |
| GDX | VANECK ETF TRUST | $465.70万 | 0.08% | 50,746 | 1,634 | 3.3% | $15.00万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $431.94万 | 0.07% | 15,468 | 1,838 | 13.5% | $51.33万 | 加仓 |
| GE | GE AEROSPACE | $419.74万 | 0.07% | 14,792 | -94 | -0.6% | -$2.67万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $403.87万 | 0.07% | 9,906 | -798 | -7.5% | -$32.53万 | 减仓 |
| HSY | HERSHEY CO | $396.40万 | 0.06% | 19,068 | -301 | -1.6% | -$6.26万 | 减仓 |
| APH | AMPHENOL CORP | $395.42万 | 0.06% | 31,295 | 75 | 0.2% | $9,476 | 加仓 |
| IJT | ISHARES TR | $387.04万 | 0.06% | 26,746 | 26,746 | — | $387.04万 | 新建仓 |
| IGSB | ISHARES TR | $382.44万 | 0.06% | 72,765 | 21,275 | 41.3% | $111.82万 | 加仓 |
| BOTZ | GLOBAL X FDS | $381.08万 | 0.06% | 114,711 | 21,172 | 22.6% | $70.34万 | 加仓 |
| MS | MORGAN STANLEY | $375.41万 | 0.06% | 22,814 | 13,088 | 134.6% | $215.37万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $372.35万 | 0.06% | 43,687 | 5,940 | 15.7% | $50.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $371.37万 | 0.06% | 39,982 | 21,311 | 114.1% | $197.95万 | 加仓 |
| GEV | GE VERNOVA INC | $368.57万 | 0.06% | 4,221 | 296 | 7.5% | $25.85万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $366.66万 | 0.06% | 8,448 | 3,770 | 80.6% | $163.63万 | 加仓 |
| MO | ALTRIA GROUP INC | $366.22万 | 0.06% | 55,496 | 3,237 | 6.2% | $21.36万 | 加仓 |
| MCS | MARCUS CORP DEL | $366.17万 | 0.06% | 213,262 | 9,052 | 4.4% | $15.54万 | 加仓 |
| AGG | ISHARES TR | $366.06万 | 0.06% | 36,875 | 13,209 | 55.8% | $131.13万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $365.49万 | 0.06% | 49,631 | 6,379 | 14.7% | $46.98万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $357.84万 | 0.06% | 15,527 | 97 | 0.6% | $2.24万 | 加仓 |
| — | SOURCE CAPITAL | $349.01万 | 0.06% | 75,349 | 37,598 | 99.6% | $174.15万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $331.49万 | 0.05% | 7,954 | 390 | 5.2% | $16.25万 | 加仓 |
| QUAL | ISHARES TR | $314.25万 | 0.05% | 16,382 | 780 | 5.0% | $14.96万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $311.02万 | 0.05% | 9,202 | 2,391 | 35.1% | $80.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $307.15万 | 0.05% | 90,417 | 50,007 | 123.7% | $169.87万 | 加仓 |
| SOXX | ISHARES TR | $306.44万 | 0.05% | 9,324 | 2,903 | 45.2% | $95.41万 | 加仓 |
| BA | BOEING CO | $305.45万 | 0.05% | 15,346 | 805 | 5.5% | $16.02万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $296.77万 | 0.05% | 108,628 | 56,385 | 107.9% | $154.04万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $291.28万 | 0.05% | 47,548 | 6,702 | 16.4% | $41.06万 | 加仓 |
| KKR | KKR & CO INC | $284.03万 | 0.05% | 30,708 | 1,031 | 3.5% | $9.54万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $282.46万 | 0.05% | 13,897 | -1 | -0.0% | -$203 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $281.44万 | 0.05% | 31,730 | 5,547 | 21.2% | $49.20万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $280.89万 | 0.05% | 15,398 | 661 | 4.5% | $12.06万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $276.73万 | 0.04% | 29,521 | 5,352 | 22.1% | $50.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $268.49万 | 0.04% | 4,442 | 15 | 0.3% | $9,067 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $261.28万 | 0.04% | 15,969 | 4,717 | 41.9% | $77.18万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $260.82万 | 0.04% | 22,530 | 4,868 | 27.6% | $56.36万 | 加仓 |
| T | AT&T INC | $260.44万 | 0.04% | 89,835 | 4,903 | 5.8% | $14.21万 | 加仓 |
| DHR | DANAHER CORP DEL | $259.39万 | 0.04% | 13,680 | 1,276 | 10.3% | $24.19万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $255.71万 | 0.04% | 26,989 | 786 | 3.0% | $7.45万 | 加仓 |
| NUE | NUCOR CORP | $254.26万 | 0.04% | 15,036 | 7,718 | 105.5% | $130.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $251.83万 | 0.04% | 50,163 | 13,866 | 38.2% | $69.61万 | 加仓 |
| COMP | COMPASS INC | $249.24万 | 0.04% | 340,959 | 340,959 | — | $249.24万 | 新建仓 |
| EXC | EXELON CORP | $245.75万 | 0.04% | 50,133 | 8,100 | 19.3% | $39.71万 | 加仓 |
| DE | DEERE & CO | $245.15万 | 0.04% | 4,353 | 15 | 0.3% | $8,448 | 加仓 |
| C | CITIGROUP INC | $244.99万 | 0.04% | 21,603 | -99 | -0.5% | -$1.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $236.92万 | 0.04% | 32,869 | 23,503 | 250.9% | $169.41万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $235.45万 | 0.04% | 40,848 | 20,137 | 97.2% | $116.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $231.38万 | 0.04% | 2,735 | 147 | 5.7% | $12.44万 | 加仓 |
| RYLD | GLOBAL X FDS | $229.95万 | 0.04% | 153,813 | 112,693 | 274.1% | $168.48万 | 加仓 |
| PICK | ISHARES INC | $229.37万 | 0.04% | 40,531 | 970 | 2.5% | $5.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $227.63万 | 0.04% | 6,738 | 2,530 | 60.1% | $85.47万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $223.67万 | 0.04% | 22,202 | 11,825 | 114.0% | $119.13万 | 加仓 |
| BX | BLACKSTONE INC | $217.02万 | 0.04% | 18,873 | 1,296 | 7.4% | $14.90万 | 加仓 |