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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $1,351.90万 | 0.21% | 108,639 | -1,115 | -1.0% | -$13.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,348.48万 | 0.21% | 303,987 | 19,176 | 6.7% | $85.06万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,237.23万 | 0.19% | 119,010 | 1,785 | 1.5% | $18.56万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,230.91万 | 0.19% | 133,408 | 776 | 0.6% | $7.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,215.39万 | 0.19% | 160,957 | 1,664 | 1.0% | $12.56万 | 加仓 |
| IJJ | ISHARES TR | $1,179.72万 | 0.19% | 79,854 | -126 | -0.2% | -$1.86万 | 减仓 |
| SUB | ISHARES TR | $1,166.60万 | 0.18% | 109,571 | -1,917 | -1.7% | -$20.41万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,141.06万 | 0.18% | 111,659 | 470 | 0.4% | $4.80万 | 加仓 |
| ENB | ENBRIDGE INC | $1,049.61万 | 0.16% | 193,619 | -295 | -0.2% | -$1.60万 | 减仓 |
| SMOT | VANECK ETF TRUST | $1,041.58万 | 0.16% | 268,034 | -108 | -0.0% | -$4,197 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,032.66万 | 0.16% | 323,012 | -1,680 | -0.5% | -$5.37万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $994.24万 | 0.16% | 65,844 | 65,844 | — | $994.24万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $992.06万 | 0.16% | 46,627 | -27,473 | -37.1% | -$584.53万 | 减仓 |
| PFE | PFIZER INC | $962.41万 | 0.15% | 399,667 | -68,739 | -14.7% | -$165.53万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $931.16万 | 0.15% | 51,473 | -57,665 | -52.8% | -$1,043.18万 | 减仓 |
| MCD | MCDONALDS CORP | $928.98万 | 0.15% | 34,366 | -7,219 | -17.4% | -$195.14万 | 减仓 |
| — | WISDOMTREE TR | $920.12万 | 0.14% | 107,957 | -620 | -0.6% | -$5.28万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR | $885.93万 | 0.14% | 356,525 | 356,525 | — | $885.93万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $869.42万 | 0.14% | 28,681 | 485 | 1.7% | $14.70万 | 加仓 |
| — | EXXON MOBIL CORP | $858.94万 | 0.13% | 62,826 | -22,969 | -26.8% | -$314.03万 | 减仓 |
| NTRS | NORTHERN TR CORP | $856.30万 | 0.13% | 49,258 | -50,320 | -50.5% | -$874.76万 | 减仓 |
| QLD | PROSHARES TR | $849.36万 | 0.13% | 87,780 | 1,780 | 2.1% | $17.22万 | 加仓 |
| CSCO | CISCO SYS INC | $832.04万 | 0.13% | 70,836 | -11,135 | -13.6% | -$130.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $812.37万 | 0.13% | 55,397 | -56,893 | -50.7% | -$834.31万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $801.51万 | 0.13% | 167,993 | 21,487 | 14.7% | $102.52万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $799.03万 | 0.13% | 29,540 | -1,359 | -4.4% | -$36.76万 | 减仓 |
| PFF | ISHARES TR | $760.28万 | 0.12% | 249,354 | 5,643 | 2.3% | $17.21万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $747.09万 | 0.12% | 61,528 | -8,926 | -12.7% | -$108.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $720.62万 | 0.11% | 25,622 | 1,968 | 8.3% | $55.35万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $701.95万 | 0.11% | 28,926 | 24,890 | 616.7% | $604.01万 | 加仓 |
| IXUS | ISHARES TR | $638.80万 | 0.10% | 66,932 | 1,042 | 1.6% | $9.94万 | 加仓 |
| NTRA | NATERA INC | $628.81万 | 0.10% | 23,165 | -22,765 | -49.6% | -$617.96万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $608.80万 | 0.10% | 5,274 | -1,464 | -21.7% | -$169.00万 | 减仓 |
| SOXX | ISHARES TR | $607.13万 | 0.10% | 9,475 | 151 | 1.6% | $9.68万 | 加仓 |
| IBTG | ISHARES TR | $606.19万 | 0.10% | 264,827 | -23,896 | -8.3% | -$54.70万 | 减仓 |
| FLXR | TCW ETF TRUST | $603.85万 | 0.09% | 154,007 | 22,711 | 17.3% | $89.05万 | 加仓 |
| TSLA | TESLA INC | $597.08万 | 0.09% | 14,198 | 186 | 1.3% | $7.82万 | 加仓 |
| GE | GE AEROSPACE | $578.62万 | 0.09% | 15,483 | 691 | 4.7% | $25.82万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $565.23万 | 0.09% | 41,317 | 294 | 0.7% | $4.02万 | 加仓 |
| APH | AMPHENOL CORP | $547.02万 | 0.09% | 31,024 | -271 | -0.9% | -$4.78万 | 减仓 |
| AMGN | AMGEN INC | $525.72万 | 0.08% | 14,518 | 120 | 0.8% | $4.35万 | 加仓 |
| HON | HONEYWELL INTL INC | $519.38万 | 0.08% | 23,197 | -22,612 | -49.4% | -$506.28万 | 减仓 |
| AMLP | ALPS ETF TR | $516.67万 | 0.08% | 99,646 | 3,327 | 3.5% | $17.25万 | 加仓 |
| GEV | GE VERNOVA INC | $515.13万 | 0.08% | 4,384 | 163 | 3.9% | $19.15万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $512.84万 | 0.08% | 23,197 | 23,197 | — | $512.84万 | 新建仓 |
| MRK | MERCK & CO INC | $505.65万 | 0.08% | 39,351 | -1,044 | -2.6% | -$13.42万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $498.54万 | 0.08% | 25,991 | 10,022 | 62.8% | $192.24万 | 加仓 |
| IJT | ISHARES TR | $495.91万 | 0.08% | 27,766 | 1,020 | 3.8% | $18.22万 | 加仓 |
| MCS | MARCUS CORP DEL | $489.77万 | 0.08% | 208,769 | -4,493 | -2.1% | -$10.54万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $489.30万 | 0.08% | 67,807 | -254 | -0.4% | -$1.83万 | 减仓 |
| NFLX | NETFLIX INC. | $476.74万 | 0.07% | 66,770 | -64,854 | -49.3% | -$463.06万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $470.61万 | 0.07% | 56,961 | -2,475 | -4.2% | -$20.45万 | 减仓 |
| ADBE | ADOBE INC | $467.30万 | 0.07% | 22,795 | -1,731 | -7.1% | -$35.49万 | 减仓 |
| TJX | TJX COS INC NEW | $463.68万 | 0.07% | 30,608 | -43 | -0.1% | -$6,514 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $427.45万 | 0.07% | 8,947 | -255 | -2.8% | -$12.18万 | 减仓 |
| COMP | COMPASS INC | $420.40万 | 0.07% | 340,959 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $415.30万 | 0.07% | 5,496 | -310 | -5.3% | -$23.43万 | 减仓 |
| BOTZ | GLOBAL X FDS | $413.71万 | 0.06% | 109,041 | -5,670 | -4.9% | -$21.51万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $411.82万 | 0.06% | 15,317 | -210 | -1.4% | -$5.65万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $408.53万 | 0.06% | 8,320 | 366 | 4.6% | $17.97万 | 加仓 |
| IGSB | ISHARES TR | $403.00万 | 0.06% | 76,896 | 4,131 | 5.7% | $21.65万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $386.02万 | 0.06% | 15,541 | 73 | 0.5% | $1.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $380.90万 | 0.06% | 52,940 | -2,556 | -4.6% | -$18.39万 | 减仓 |
| GDX | VANECK ETF TRUST | $377.19万 | 0.06% | 49,991 | -755 | -1.5% | -$5.70万 | 减仓 |
| AGG | ISHARES TR | $374.91万 | 0.06% | 37,877 | 1,002 | 2.7% | $9.92万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $374.29万 | 0.06% | 40,825 | -2,862 | -6.6% | -$26.24万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $370.85万 | 0.06% | 50,518 | 887 | 1.8% | $6.51万 | 加仓 |
| CME | CME GROUP INC | $368.45万 | 0.06% | 16,682 | -87 | -0.5% | -$1.92万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $365.86万 | 0.06% | 99,308 | 8,891 | 9.8% | $32.75万 | 加仓 |
| — | SOURCE CAPITAL | $346.65万 | 0.05% | 75,409 | 60 | 0.1% | $2,758 | 加仓 |
| INTC | INTEL CORP | $346.05万 | 0.05% | 24,784 | 1,386 | 5.9% | $19.35万 | 加仓 |
| QUAL | ISHARES TR | $345.63万 | 0.05% | 15,753 | -629 | -3.8% | -$13.80万 | 减仓 |
| HSY | HERSHEY CO | $334.27万 | 0.05% | 19,053 | -15 | -0.1% | -$2,632 | 减仓 |
| C | CITIGROUP INC | $332.20万 | 0.05% | 23,736 | 2,133 | 9.9% | $29.85万 | 加仓 |
| BA | BOEING CO | $329.95万 | 0.05% | 15,241 | -105 | -0.7% | -$2.27万 | 减仓 |
| OKE | ONEOK INC NEW | $328.60万 | 0.05% | 37,797 | -37,681 | -49.9% | -$327.59万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $315.82万 | 0.05% | 32,754 | 1,024 | 3.2% | $9.87万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $310.55万 | 0.05% | 27,005 | 16 | 0.1% | $1,840 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $303.81万 | 0.05% | 8,909 | 191 | 2.2% | $6.51万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $300.85万 | 0.05% | 13,433 | -464 | -3.3% | -$10.39万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $296.99万 | 0.05% | 27,937 | -1,584 | -5.4% | -$16.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $281.51万 | 0.04% | 4,846 | 83 | 1.7% | $4.82万 | 加仓 |
| KKR | KKR & CO INC | $280.32万 | 0.04% | 30,544 | -164 | -0.5% | -$1.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $277.92万 | 0.04% | 33,901 | 1,032 | 3.1% | $8.46万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $276.24万 | 0.04% | 13,772 | -1,626 | -10.6% | -$32.61万 | 减仓 |
| KLAC | KLA CORP | $272.47万 | 0.04% | 9,031 | -769 | -7.8% | -$23.20万 | 减仓 |
| GWW | WW GRAINGER INC | $269.28万 | 0.04% | 1,980 | 2 | 0.1% | $2,720 | 加仓 |
| DE | DEERE & CO | $264.81万 | 0.04% | 4,176 | -177 | -4.1% | -$11.22万 | 减仓 |
| NKE | NIKE INC | $264.64万 | 0.04% | 64,465 | -227,205 | -77.9% | -$932.72万 | 减仓 |
| PSX | PHILLIPS 66 | $261.21万 | 0.04% | 15,456 | -15,346 | -49.8% | -$259.35万 | 减仓 |
| MS | MORGAN STANLEY | $258.69万 | 0.04% | 12,376 | -10,438 | -45.8% | -$218.18万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $255.24万 | 0.04% | 21,861 | -669 | -3.0% | -$7.81万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $253.82万 | 0.04% | 47,789 | 241 | 0.5% | $1.28万 | 加仓 |
| DHR | DANAHER CORP DEL | $253.39万 | 0.04% | 13,304 | -376 | -2.7% | -$7.16万 | 减仓 |
| RYLD | GLOBAL X FDS | $253.39万 | 0.04% | 158,466 | 4,653 | 3.0% | $7.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $247.45万 | 0.04% | 2,448 | -287 | -10.5% | -$29.01万 | 减仓 |
| IWB | ISHARES TR | $242.64万 | 0.04% | 5,923 | 10 | 0.2% | $4,097 | 加仓 |
| PICK | ISHARES INC | $235.72万 | 0.04% | 40,537 | 6 | 0.0% | $349 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $232.23万 | 0.04% | 4,560 | 118 | 2.7% | $6.01万 | 加仓 |
| EXC | EXELON CORP | $231.61万 | 0.04% | 49,683 | -450 | -0.9% | -$2.10万 | 减仓 |