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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $231.07万 | 0.04% | 24,165 | 564 | 2.4% | $5.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $227.79万 | 0.04% | 19,058 | 2,146 | 12.7% | $25.65万 | 加仓 |
| CVS | CVS HEALTH CORP | $224.01万 | 0.04% | 21,655 | 1,436 | 7.1% | $14.85万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $223.05万 | 0.04% | 23,023 | 45 | 0.2% | $4,360 | 加仓 |
| MPC | MARATHON PETE CORP | $220.58万 | 0.03% | 8,627 | 968 | 12.6% | $24.75万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $215.31万 | 0.03% | 16,282 | 48 | 0.3% | $6,347 | 加仓 |
| T | AT&T INC | $209.54万 | 0.03% | 101,220 | 11,385 | 12.7% | $23.57万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $208.60万 | 0.03% | 23,220 | -181 | -0.8% | -$1.63万 | 减仓 |
| QYLD | GLOBAL X FDS | $207.34万 | 0.03% | 112,498 | 7,603 | 7.2% | $14.01万 | 加仓 |
| PGR | PROGRESSIVE CORP | $202.13万 | 0.03% | 9,257 | 39 | 0.4% | $8,516 | 加仓 |
| BX | BLACKSTONE INC | $197.55万 | 0.03% | 16,788 | -2,085 | -11.0% | -$24.54万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $192.47万 | 0.03% | 45,455 | -4,708 | -9.4% | -$19.93万 | 减仓 |
| ASML | ASML HLDG NV | $187.92万 | 0.03% | 943 | 380 | 67.5% | $75.73万 | 加仓 |
| XYL | XYLEM INC | $187.29万 | 0.03% | 15,844 | 42 | 0.3% | $4,965 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $184.51万 | 0.03% | 32,023 | 7,973 | 33.2% | $45.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $183.60万 | 0.03% | 20,918 | -19,064 | -47.7% | -$167.33万 | 减仓 |
| SHEL | SHELL PLC | $181.79万 | 0.03% | 23,444 | 139 | 0.6% | $1.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $175.75万 | 0.03% | 5,897 | -654 | -10.0% | -$19.49万 | 减仓 |
| IGF | ISHARES TR | $175.67万 | 0.03% | 26,376 | 1,750 | 7.1% | $11.66万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $174.84万 | 0.03% | 42,385 | 3,836 | 10.0% | $15.82万 | 加仓 |
| CTVA | CORTEVA INC | $170.21万 | 0.03% | 20,099 | -281 | -1.4% | -$2.38万 | 减仓 |
| EMR | EMERSON ELEC CO | $170.01万 | 0.03% | 11,876 | 52 | 0.4% | $7,444 | 加仓 |
| AMT | AMERICAN TOWER CORP | $169.87万 | 0.03% | 10,383 | -504 | -4.6% | -$8.25万 | 减仓 |
| NUE | NUCOR CORP | $167.46万 | 0.03% | 7,518 | -7,518 | -50.0% | -$167.46万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $164.89万 | 0.03% | 3,968 | -4,480 | -53.0% | -$186.16万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $164.52万 | 0.03% | 30,689 | 798 | 2.7% | $4.28万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $161.75万 | 0.03% | 5,430 | -227 | -4.0% | -$6.76万 | 减仓 |
| AON | AON PLC | $161.16万 | 0.03% | 4,859 | -38 | -0.8% | -$1.26万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $160.94万 | 0.03% | 6,624 | 226 | 3.5% | $5.49万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $158.57万 | 0.02% | 4,279 | 3 | 0.1% | $1,112 | 加仓 |
| QCOM | QUALCOMM INC | $157.99万 | 0.02% | 8,548 | 401 | 4.9% | $7.41万 | 加仓 |
| ACWI | ISHARES TR | $157.65万 | 0.02% | 10,043 | 50 | 0.5% | $7,849 | 加仓 |
| DASH | DOORDASH INC | $157.46万 | 0.02% | 8,533 | 6,964 | 443.8% | $128.51万 | 加仓 |
| IVES | WEDBUSH SER TR | $157.34万 | 0.02% | 41,294 | 21,022 | 103.7% | $80.10万 | 加仓 |
| CIEN | CIENA CORP | $154.58万 | 0.02% | 3,151 | -699 | -18.2% | -$34.29万 | 减仓 |
| LQD | ISHARES TR | $152.77万 | 0.02% | 14,007 | -69 | -0.5% | -$7,526 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $151.01万 | 0.02% | 34,414 | 268 | 0.8% | $1.18万 | 加仓 |
| YUM | YUM BRANDS INC | $148.93万 | 0.02% | 9,316 | -429 | -4.4% | -$6.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $147.05万 | 0.02% | 4,150 | 66 | 1.6% | $2.34万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $144.86万 | 0.02% | 54,314 | -54,314 | -50.0% | -$144.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $142.06万 | 0.02% | 16,963 | 26 | 0.2% | $2,177 | 加仓 |
| XBI | SPDR SERIES TRUST | $141.90万 | 0.02% | 8,967 | 4,426 | 97.5% | $70.04万 | 加仓 |
| DVY | ISHARES TR | $140.70万 | 0.02% | 9,002 | -196 | -2.1% | -$3.06万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $140.56万 | 0.02% | 11,103 | -107 | -1.0% | -$1.35万 | 减仓 |
| SO | SOUTHERN CO | $139.59万 | 0.02% | 14,586 | 822 | 6.0% | $7.87万 | 加仓 |
| GPZ | VANECK ETF TRUST | $138.20万 | 0.02% | 64,458 | 20,563 | 46.8% | $44.09万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $135.43万 | 0.02% | 17,895 | 17,895 | — | $135.43万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $131.10万 | 0.02% | 7,524 | -494 | -6.2% | -$8.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $130.99万 | 0.02% | 5,877 | -163 | -2.7% | -$3.63万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $129.16万 | 0.02% | 8,932 | 22 | 0.2% | $3,181 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $127.32万 | 0.02% | 16,342 | -547 | -3.2% | -$4.26万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $125.74万 | 0.02% | 61,156 | 202 | 0.3% | $4,153 | 加仓 |
| ARCC | ARES CAPITAL CORP | $125.46万 | 0.02% | 67,704 | -598 | -0.9% | -$1.11万 | 减仓 |
| BOX | BOX INC | $125.35万 | 0.02% | 47,230 | -6,810 | -12.6% | -$18.07万 | 减仓 |
| AMAT | APPLIED MATLS INC | $123.46万 | 0.02% | 1,707 | -18 | -1.0% | -$1.30万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $122.52万 | 0.02% | 51,675 | 15,405 | 42.5% | $36.53万 | 加仓 |
| WFC | WELLS FARGO & CO | $122.20万 | 0.02% | 14,786 | 50 | 0.3% | $4,132 | 加仓 |
| BDX | BECTON DICKINSON & CO | $121.00万 | 0.02% | 7,997 | 218 | 2.8% | $3.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $119.55万 | 0.02% | 43,158 | 1,847 | 4.5% | $5.12万 | 加仓 |
| EFV | ISHARES TR | $118.85万 | 0.02% | 15,527 | 197 | 1.3% | $1.51万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $118.50万 | 0.02% | 18,841 | 360 | 1.9% | $2.26万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $114.09万 | 0.02% | 2,645 | 289 | 12.3% | $12.47万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $113.91万 | 0.02% | 10,646 | -11,556 | -52.0% | -$123.64万 | 减仓 |
| ETN | EATON CORP PLC | $111.65万 | 0.02% | 2,620 | -38 | -1.4% | -$1.62万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $111.46万 | 0.02% | 10,328 | 4,841 | 88.2% | $52.25万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $109.56万 | 0.02% | 18,824 | 6,169 | 48.7% | $35.90万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $107.75万 | 0.02% | 43,892 | -2,948 | -6.3% | -$7.24万 | 减仓 |
| PWR | QUANTA SVCS INC | $107.33万 | 0.02% | 1,491 | -11 | -0.7% | -$7,918 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $106.29万 | 0.02% | 18,377 | -22,471 | -55.0% | -$129.97万 | 减仓 |
| USB | US BANCORP | $105.16万 | 0.02% | 17,410 | 90 | 0.5% | $5,436 | 加仓 |
| OEF | ISHARES TR | $104.90万 | 0.02% | 2,867 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $104.55万 | 0.02% | 2,655 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $101.85万 | 0.02% | 38,205 | -239 | -0.6% | -$6,372 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $101.54万 | 0.02% | 13,424 | -150 | -1.1% | -$1.13万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $100.65万 | 0.02% | 9,098 | -268 | -2.9% | -$2.96万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $100.17万 | 0.02% | 13,655 | 483 | 3.7% | $3.54万 | 加仓 |
| SCZ | ISHARES TR | $99.16万 | 0.02% | 12,054 | 463 | 4.0% | $3.81万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $98.23万 | 0.02% | 1,571 | -131 | -7.7% | -$8.19万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $97.62万 | 0.02% | 2,128 | 1 | 0.0% | $459 | 加仓 |
| B | BARRICK MNG CORP | $96.59万 | 0.02% | 26,296 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $94.71万 | 0.01% | 711 | -5 | -0.7% | -$6,660 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $94.67万 | 0.01% | 8,807 | 124 | 1.4% | $1.33万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $93.70万 | 0.01% | 41,907 | 5,972 | 16.6% | $13.35万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $92.42万 | 0.01% | 11,094 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $90.56万 | 0.01% | 9,402 | -19 | -0.2% | -$1,830 | 减仓 |
| IYM | ISHARES TR | $90.03万 | 0.01% | 5,015 | 1 | 0.0% | $180 | 加仓 |
| GSK | GSK PLC | $89.57万 | 0.01% | 17,087 | 13 | 0.1% | $681 | 加仓 |
| IWS | ISHARES TR | $89.56万 | 0.01% | 5,442 | -5,548 | -50.5% | -$91.30万 | 减仓 |
| MMM | 3M CO | $87.06万 | 0.01% | 5,377 | -1,506 | -21.9% | -$24.38万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $86.23万 | 0.01% | 6,825 | 55 | 0.8% | $6,949 | 加仓 |
| — | VANECK ETF TRUST | $86.12万 | 0.01% | 25,898 | 3,250 | 14.4% | $10.81万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $84.85万 | 0.01% | 8,923 | 7 | 0.1% | $666 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $84.37万 | 0.01% | 92,009 | 17,794 | 24.0% | $16.32万 | 加仓 |
| HYG | ISHARES TR | $84.33万 | 0.01% | 10,545 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $82.67万 | 0.01% | 18,234 | 557 | 3.2% | $2.53万 | 加仓 |
| SLV | ISHARES SILVER TR | $82.61万 | 0.01% | 15,449 | 5,764 | 59.5% | $30.82万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $82.41万 | 0.01% | 14,981 | 2,679 | 21.8% | $14.74万 | 加仓 |
| CB | CHUBB LIMITED | $80.66万 | 0.01% | 2,367 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $79.43万 | 0.01% | 11,076 | 274 | 2.5% | $1.96万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $78.18万 | 0.01% | 2,991 | -94 | -3.0% | -$2.46万 | 减仓 |