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 |
|---|---|---|---|---|---|---|---|---|
| AOM | ISHARES TR | $76.26万 | 0.01% | 15,286 | 180 | 1.2% | $8,980 | 加仓 |
| SHM | SPDR SERIES TRUST | $76.06万 | 0.01% | 15,858 | 4 | 0.0% | $192 | 加仓 |
| Q | QNITY ELECTRONICS INC | $75.89万 | 0.01% | 4,645 | 9 | 0.2% | $1,470 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $75.54万 | 0.01% | 2,600 | -29 | -1.1% | -$8,426 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $75.19万 | 0.01% | 1,439 | 6 | 0.4% | $3,135 | 加仓 |
| — | TCW ETF TRUST | $75.03万 | 0.01% | 13,536 | 7,306 | 117.3% | $40.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $74.58万 | 0.01% | 1,722 | -8 | -0.5% | -$3,465 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $74.24万 | 0.01% | 8,569 | 48 | 0.6% | $4,159 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $74.22万 | 0.01% | 9,482 | 360 | 3.9% | $2.82万 | 加仓 |
| ADSK | AUTODESK INC | $73.86万 | 0.01% | 3,799 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $73.80万 | 0.01% | 7,516 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $73.47万 | 0.01% | 7,925 | 54 | 0.7% | $5,006 | 加仓 |
| CSX | CSX CORP | $73.16万 | 0.01% | 15,392 | 884 | 6.1% | $4.20万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $73.08万 | 0.01% | 2,322 | 6 | 0.3% | $1,888 | 加仓 |
| F | FORD MTR CO | $71.88万 | 0.01% | 51,713 | 26,496 | 105.1% | $36.83万 | 加仓 |
| DSI | ISHARES TR | $71.74万 | 0.01% | 5,038 | -10 | -0.2% | -$1,424 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $70.34万 | 0.01% | 4,117 | 4,117 | — | $70.34万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $70.19万 | 0.01% | 2,851 | 465 | 19.5% | $11.45万 | 加仓 |
| IBTH | ISHARES TR | $69.54万 | 0.01% | 31,087 | -2,257 | -6.8% | -$5.05万 | 减仓 |
| MSOS | ADVISORSHARES TR | $69.39万 | 0.01% | 136,600 | 11,000 | 8.8% | $5.59万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.39万 | 0.01% | 719 | -20 | -2.7% | -$1.93万 | 减仓 |
| DTE | DTE ENERGY CO | $68.88万 | 0.01% | 4,521 | 20 | 0.4% | $3,047 | 加仓 |
| CTAS | CINTAS CORP | $68.44万 | 0.01% | 4,023 | 583 | 16.9% | $9.92万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $68.16万 | 0.01% | 18,170 | 55 | 0.3% | $2,063 | 加仓 |
| NVS | NOVARTIS AG | $68.04万 | 0.01% | 4,341 | -4,319 | -49.9% | -$67.70万 | 减仓 |
| ORI | OLD REP INTL CORP | $68.00万 | 0.01% | 16,617 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $67.50万 | 0.01% | 37,332 | -20 | -0.1% | -$362 | 减仓 |
| VV | VANGUARD INDEX FDS | $66.70万 | 0.01% | 1,940 | 3 | 0.2% | $1,031 | 加仓 |
| GM | GENERAL MTRS CO | $66.61万 | 0.01% | 8,642 | 1,992 | 30.0% | $15.35万 | 加仓 |
| COKE | COCA COLA CONS INC | $66.34万 | 0.01% | 3,474 | 20 | 0.6% | $3,819 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $66.31万 | 0.01% | 19,164 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $65.58万 | 0.01% | 9,075 | 38 | 0.4% | $2,746 | 加仓 |
| TGT | TARGET CORP | $65.46万 | 0.01% | 5,012 | 415 | 9.0% | $5.42万 | 加仓 |
| ECL | ECOLAB INC | $65.17万 | 0.01% | 2,338 | 271 | 13.1% | $7.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $64.37万 | 0.01% | 9,209 | -223 | -2.4% | -$1.56万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.15万 | 0.01% | 1,259 | -1,267 | -50.2% | -$64.56万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $63.63万 | 0.01% | 650 | -650 | -50.0% | -$63.63万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.85万 | 0.01% | 2,074 | -1,694 | -45.0% | -$51.34万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $62.57万 | 0.01% | 2,043 | 1 | 0.0% | $306 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $62.54万 | 0.01% | 3,213 | 2 | 0.1% | $389 | 加仓 |
| XYLD | GLOBAL X FDS | $61.84万 | 0.01% | 15,161 | 1,939 | 14.7% | $7.91万 | 加仓 |
| STT | STATE STR CORP | $60.94万 | 0.01% | 3,593 | 8 | 0.2% | $1,357 | 加仓 |
| MDT | MEDTRONIC PLC | $60.90万 | 0.01% | 7,784 | 4,541 | 140.0% | $35.52万 | 加仓 |
| BP | BP PLC | $60.71万 | 0.01% | 16,431 | -130 | -0.8% | -$4,804 | 减仓 |
| KVUE | KENVUE INC | $60.61万 | 0.01% | 31,717 | 168 | 0.5% | $3,211 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $60.38万 | 0.01% | 14,612 | 1,227 | 9.2% | $5.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.38万 | 0.01% | 5,090 | -4,886 | -49.0% | -$57.00万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $59.03万 | 0.01% | 6,272 | 112 | 1.8% | $1.05万 | 加仓 |
| CI | THE CIGNA GROUP | $58.88万 | 0.01% | 2,137 | -7 | -0.3% | -$1,929 | 减仓 |
| VMC | VULCAN MATLS CO | $58.04万 | 0.01% | 1,967 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $56.59万 | 0.01% | 8,537 | 2 | 0.0% | $133 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $56.31万 | 0.01% | 11,571 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $56.06万 | 0.01% | 2,470 | -563 | -18.6% | -$12.78万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $55.86万 | 0.01% | 14,127 | 5,018 | 55.1% | $19.84万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $54.90万 | 0.01% | 7,947 | -7,137 | -47.3% | -$49.30万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $54.80万 | 0.01% | 8,750 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $54.24万 | 0.01% | 8,879 | -150 | -1.7% | -$9,163 | 减仓 |
| EBAY | EBAY INC. | $53.72万 | 0.01% | 4,807 | -13,031 | -73.1% | -$145.63万 | 减仓 |
| RKLB | ROCKET LAB CORP | $52.64万 | 0.01% | 5,179 | 1,174 | 29.3% | $11.93万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $52.27万 | 0.01% | 19,607 | -19,607 | -50.0% | -$52.27万 | 减仓 |
| WMB | WILLIAMS COS INC | $52.15万 | 0.01% | 7,016 | -1,101 | -13.6% | -$8.18万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $51.74万 | 0.01% | 10,301 | 196 | 1.9% | $9,845 | 加仓 |
| IWV | ISHARES TR | $51.11万 | 0.01% | 1,199 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $50.94万 | 0.01% | 1,282 | 43 | 3.5% | $1.71万 | 加仓 |
| KHC | KRAFT HEINZ CO | $50.93万 | 0.01% | 21,560 | -2,480 | -10.3% | -$5.86万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $50.54万 | 0.01% | 1,530 | -24 | -1.5% | -$7,928 | 减仓 |
| VSGX | VANGUARD WORLD FD | $49.83万 | 0.01% | 6,052 | 111 | 1.9% | $9,139 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $49.77万 | 0.01% | 10,934 | 1,265 | 13.1% | $5.76万 | 加仓 |
| IBB | ISHARES TR | $48.91万 | 0.01% | 2,572 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $48.31万 | 0.01% | 3,045 | 54 | 1.8% | $8,568 | 加仓 |
| IGV | ISHARES TR | $47.97万 | 0.01% | 5,294 | 25 | 0.5% | $2,265 | 加仓 |
| ZTS | ZOETIS INC | $47.31万 | 0.01% | 6,583 | -37,871 | -85.2% | -$272.17万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46.70万 | 0.01% | 1,334 | 95 | 7.7% | $3.33万 | 重新持有 |
| NUV | NUVEEN MUN VALUE FD INC | $46.05万 | 0.01% | 49,946 | -49,742 | -49.9% | -$45.86万 | 减仓 |
| AUR | AURORA INNOVATION INC | $45.95万 | 0.01% | 67,375 | 31,288 | 86.7% | $21.34万 | 加仓 |
| LFUS | LITTELFUSE INC | $45.53万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $45.40万 | 0.01% | 25,224 | -2,000 | -7.3% | -$3.60万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $44.75万 | 0.01% | 1,336 | 481 | 56.3% | $16.11万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $44.68万 | 0.01% | 4,939 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $44.61万 | 0.01% | 5,689 | 19 | 0.3% | $1,490 | 加仓 |
| SPGI | S&P GLOBAL INC | $44.57万 | 0.01% | 1,095 | -111 | -9.2% | -$4.52万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $44.26万 | 0.01% | 1,211 | 281 | 30.2% | $10.27万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $44.06万 | 0.01% | 1,507 | -467 | -23.7% | -$13.65万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.01万 | 0.01% | 5,326 | 63 | 1.2% | $5,206 | 加仓 |
| SPYG | SPDR SERIES TRUST | $42.72万 | 0.01% | 3,589 | 402 | 12.6% | $4.79万 | 加仓 |
| WAT | WATERS CORP | $42.72万 | 0.01% | 1,139 | 90 | 8.6% | $3.38万 | 加仓 |
| — | IMMUCELL CORP | $42.69万 | 0.01% | 42,481 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $42.60万 | 0.01% | 2,411 | 1 | 0.0% | $177 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $42.45万 | 0.01% | 2,061 | 84 | 4.2% | $1.73万 | 加仓 |
| RIO | RIO TINTO PLC | $42.40万 | 0.01% | 4,467 | 5 | 0.1% | $475 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.92万 | 0.01% | 5,166 | 27 | 0.5% | $2,191 | 加仓 |
| ETR | ENTERGY CORP NEW | $41.48万 | 0.01% | 3,611 | -55 | -1.5% | -$6,318 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.13万 | 0.01% | 539 | 17 | 3.3% | $1.30万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $40.70万 | 0.01% | 1,390 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $40.22万 | 0.01% | 2,965 | -6,250 | -67.8% | -$84.77万 | 减仓 |
| IWN | ISHARES TR | $39.77万 | 0.01% | 1,798 | 274 | 18.0% | $6.06万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $39.58万 | 0.01% | 6,141 | 11 | 0.2% | $709 | 加仓 |
| — | FINWARD BANCORP | $39.23万 | 0.01% | 10,667 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $39.16万 | 0.01% | 4,252 | -4,702 | -52.5% | -$43.30万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $39.12万 | 0.01% | 894 | 22 | 2.5% | $9,626 | 加仓 |