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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $216.72万 | 0.04% | 23,305 | 2,446 | 11.7% | $22.75万 | 加仓 |
| GWW | WW GRAINGER INC | $215.79万 | 0.03% | 1,978 | 1 | 0.1% | $1,091 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $214.43万 | 0.03% | 22,978 | 871 | 3.9% | $8.13万 | 加仓 |
| IWB | ISHARES TR | $210.87万 | 0.03% | 5,913 | 77 | 1.3% | $2.75万 | 加仓 |
| DGRW | WISDOMTREE TR | $207.31万 | 0.03% | 23,601 | 464 | 2.0% | $4.08万 | 加仓 |
| EME | EMCOR GROUP INC | $196.71万 | 0.03% | 2,664 | 1,787 | 203.8% | $131.95万 | 加仓 |
| XYL | XYLEM INC | $188.80万 | 0.03% | 15,802 | 1,027 | 7.0% | $12.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $187.90万 | 0.03% | 10,887 | 1,128 | 11.6% | $19.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $187.04万 | 0.03% | 7,659 | -2,190 | -22.2% | -$53.48万 | 减仓 |
| PGR | PROGRESSIVE CORP | $182.74万 | 0.03% | 9,218 | 593 | 6.9% | $11.76万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $182.27万 | 0.03% | 16,234 | 6,684 | 70.0% | $75.05万 | 加仓 |
| QYLD | GLOBAL X FDS | $179.90万 | 0.03% | 104,895 | 53,462 | 103.9% | $91.69万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $172.45万 | 0.03% | 2,526 | 1,263 | 100.0% | $86.23万 | 加仓 |
| CTVA | CORTEVA INC | $170.59万 | 0.03% | 20,380 | 702 | 3.6% | $5.88万 | 加仓 |
| IGF | ISHARES TR | $164.99万 | 0.03% | 24,626 | -870 | -3.4% | -$5.83万 | 减仓 |
| EBAY | EBAY INC. | $162.37万 | 0.03% | 17,838 | 578 | 3.3% | $5.26万 | 加仓 |
| IWS | ISHARES TR | $160.15万 | 0.03% | 10,990 | 6,590 | 149.8% | $96.03万 | 加仓 |
| AON | AON PLC | $158.05万 | 0.03% | 4,897 | 6 | 0.1% | $1,937 | 加仓 |
| EMR | EMERSON ELEC CO | $154.93万 | 0.03% | 11,824 | 1,009 | 9.3% | $13.22万 | 加仓 |
| LQD | ISHARES TR | $153.41万 | 0.02% | 14,076 | 3,646 | 35.0% | $39.74万 | 加仓 |
| YUM | YUM BRANDS INC | $151.50万 | 0.02% | 9,745 | 326 | 3.5% | $5.07万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $150.19万 | 0.02% | 38,549 | 26,508 | 220.1% | $103.28万 | 加仓 |
| CIEN | CIENA CORP | $149.47万 | 0.02% | 3,850 | 1,450 | 60.4% | $56.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $147.58万 | 0.02% | 29,891 | 40 | 0.1% | $1,975 | 加仓 |
| VGT | VANGUARD WORLD FD | $147.55万 | 0.02% | 2,114 | 921 | 77.2% | $64.28万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $146.79万 | 0.02% | 11,210 | 905 | 8.8% | $11.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $146.68万 | 0.02% | 23,401 | 7,738 | 49.4% | $48.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $145.93万 | 0.02% | 9,976 | 5,876 | 143.3% | $85.95万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $145.85万 | 0.02% | 24,050 | -7,399 | -23.5% | -$44.87万 | 减仓 |
| CVS | CVS HEALTH CORP | $145.21万 | 0.02% | 20,219 | -197 | -1.0% | -$1.41万 | 减仓 |
| KLAC | KLA CORP | $144.30万 | 0.02% | 980 | 4 | 0.4% | $5,890 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $140.19万 | 0.02% | 4,084 | -1,089 | -21.1% | -$37.38万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $139.85万 | 0.02% | 4,276 | 38 | 0.9% | $1.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $139.77万 | 0.02% | 8,718 | 3,260 | 59.7% | $52.26万 | 加仓 |
| DVY | ISHARES TR | $139.26万 | 0.02% | 9,198 | 792 | 9.4% | $11.99万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $138.99万 | 0.02% | 6,398 | 1,607 | 33.5% | $34.91万 | 加仓 |
| WM | WASTE MGMT INC DEL | $138.80万 | 0.02% | 6,040 | -231 | -3.7% | -$5.31万 | 减仓 |
| ACWI | ISHARES TR | $138.27万 | 0.02% | 9,993 | 691 | 7.4% | $9.56万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $137.95万 | 0.02% | 8,018 | -1,804 | -18.4% | -$31.04万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $134.48万 | 0.02% | 46,840 | 3,791 | 8.8% | $10.88万 | 加仓 |
| NICE | NICE LTD | $133.83万 | 0.02% | 12,138 | 6,304 | 108.1% | $69.51万 | 加仓 |
| SO | SOUTHERN CO | $132.84万 | 0.02% | 13,764 | 3,005 | 27.9% | $29.00万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $132.43万 | 0.02% | 16,889 | 3,072 | 22.2% | $24.09万 | 加仓 |
| NVS | NOVARTIS AG | $132.30万 | 0.02% | 8,660 | 4,041 | 87.5% | $61.73万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $131.77万 | 0.02% | 1,702 | 379 | 28.6% | $29.34万 | 加仓 |
| BOX | BOX INC | $127.75万 | 0.02% | 54,040 | 14,975 | 38.3% | $35.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $127.20万 | 0.02% | 16,937 | 471 | 2.9% | $3.54万 | 加仓 |
| TXN | TEXAS INSTRS INC | $127.15万 | 0.02% | 6,551 | 231 | 3.7% | $4.48万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $126.72万 | 0.02% | 34,146 | 10,313 | 43.3% | $38.27万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $123.08万 | 0.02% | 68,302 | -61,631 | -47.4% | -$111.06万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $122.31万 | 0.02% | 7,779 | 30 | 0.4% | $4,717 | 加仓 |
| WFC | WELLS FARGO & CO | $117.31万 | 0.02% | 14,736 | -602 | -3.9% | -$4.79万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $116.40万 | 0.02% | 1,300 | 700 | 116.7% | $62.67万 | 加仓 |
| EFV | ISHARES TR | $113.97万 | 0.02% | 15,330 | 1,542 | 11.2% | $11.46万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $113.52万 | 0.02% | 39,214 | 22,049 | 128.5% | $63.83万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $113.45万 | 0.02% | 4,036 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $108.63万 | 0.02% | 18,481 | 10,152 | 121.9% | $59.67万 | 加仓 |
| B | BARRICK MNG CORP | $107.26万 | 0.02% | 26,296 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $106.00万 | 0.02% | 9,366 | 7 | 0.1% | $792 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $105.70万 | 0.02% | 8,910 | 1,067 | 13.6% | $12.66万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $105.57万 | 0.02% | 38,444 | 23,495 | 157.2% | $64.52万 | 加仓 |
| QCOM | QUALCOMM INC | $104.92万 | 0.02% | 8,147 | -947 | -10.4% | -$12.20万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $104.35万 | 0.02% | 60,954 | 5,584 | 10.1% | $9.56万 | 加仓 |
| INTC | INTEL CORP | $103.25万 | 0.02% | 23,398 | 1,545 | 7.1% | $6.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $102.25万 | 0.02% | 41,311 | 9,861 | 31.4% | $24.41万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $100.85万 | 0.02% | 15,084 | 8,191 | 118.8% | $54.76万 | 加仓 |
| MMM | 3M CO | $99.93万 | 0.02% | 6,883 | 375 | 5.8% | $5.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.89万 | 0.02% | 4,763 | 1,156 | 32.0% | $23.52万 | 加仓 |
| ETN | EATON CORP PLC | $95.07万 | 0.02% | 2,658 | -57 | -2.1% | -$2.04万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $94.88万 | 0.02% | 13,574 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $94.52万 | 0.02% | 2,127 | -23 | -1.1% | -$1.02万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $94.35万 | 0.02% | 6,770 | 420 | 6.6% | $5.85万 | 加仓 |
| GPZ | VANECK ETF TRUST | $94.27万 | 0.02% | 43,895 | 13,636 | 45.1% | $29.28万 | 加仓 |
| GSK | GSK PLC | $94.23万 | 0.02% | 17,074 | 2,252 | 15.2% | $12.43万 | 加仓 |
| OEF | ISHARES TR | $91.19万 | 0.01% | 2,867 | 250 | 9.6% | $7.95万 | 加仓 |
| ADSK | AUTODESK INC | $90.95万 | 0.01% | 3,799 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $90.89万 | 0.01% | 11,591 | 1,831 | 18.8% | $14.36万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $90.72万 | 0.01% | 2,629 | 477 | 22.2% | $16.46万 | 加仓 |
| USB | US BANCORP | $90.08万 | 0.01% | 17,320 | -2,847 | -14.1% | -$14.81万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $89.69万 | 0.01% | 3,085 | 580 | 23.2% | $16.86万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $89.62万 | 0.01% | 99,688 | 49,912 | 100.3% | $44.87万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.52万 | 0.01% | 3,768 | 2,578 | 216.6% | $61.25万 | 加仓 |
| IYM | ISHARES TR | $88.19万 | 0.01% | 5,014 | 27 | 0.5% | $4,749 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $85.92万 | 0.01% | 36,270 | 8,365 | 30.0% | $19.82万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $85.42万 | 0.01% | 8,683 | 798 | 10.1% | $7.85万 | 加仓 |
| NEM | NEWMONT CORP | $84.88万 | 0.01% | 7,842 | 3,901 | 99.0% | $42.23万 | 加仓 |
| TTD | THE TRADE DESK INC | $84.75万 | 0.01% | 37,352 | -1,252 | -3.2% | -$2.84万 | 重新持有 |
| DLN | WISDOMTREE TR | $84.16万 | 0.01% | 9,421 | 19 | 0.2% | $1,697 | 加仓 |
| HYG | ISHARES TR | $83.90万 | 0.01% | 10,545 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $83.48万 | 0.01% | 8,750 | -2,194 | -20.0% | -$20.93万 | 减仓 |
| IWO | ISHARES TR | $83.27万 | 0.01% | 2,655 | -1 | -0.0% | -$314 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $82.98万 | 0.01% | 716 | 48 | 7.2% | $5.56万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $82.65万 | 0.01% | 8,954 | 4,649 | 108.0% | $42.91万 | 加仓 |
| PWR | QUANTA SVCS INC | $82.44万 | 0.01% | 1,502 | 76 | 5.3% | $4.17万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $81.12万 | 0.01% | 17,677 | 3,850 | 27.8% | $17.67万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $80.70万 | 0.01% | 11,094 | 945 | 9.3% | $6.87万 | 加仓 |
| IGE | ISHARES TR | $77.91万 | 0.01% | 12,378 | 6,189 | 100.0% | $38.95万 | 加仓 |
| BP | BP PLC | $77.84万 | 0.01% | 16,561 | -717 | -4.1% | -$3.37万 | 减仓 |
| — | VANECK ETF TRUST | $77.35万 | 0.01% | 22,648 | 13,783 | 155.5% | $47.07万 | 加仓 |
| COO | COOPER COS INC | $77.23万 | 0.01% | 10,802 | -120 | -1.1% | -$8,580 | 减仓 |