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 |
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | $34.73万 | 0.01% | 4,371 | 10 | 0.2% | $795 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $34.38万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $34.24万 | 0.01% | 1,565 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $34.00万 | 0.01% | 8,720 | -1,698 | -16.3% | -$6.62万 | 减仓 |
| — | HENNESSY FDS TR | $33.96万 | 0.01% | 10,000 | 3,443 | 52.5% | $11.69万 | 加仓 |
| LFUS | LITTELFUSE INC | $33.94万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $33.64万 | 0.01% | 4,417 | 4,417 | — | $33.64万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $33.08万 | 0.01% | 1,885 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $32.66万 | 0.01% | 4,550 | -200 | -4.2% | -$1.44万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.62万 | 0.01% | 2,074 | -195 | -8.6% | -$3.07万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $32.60万 | 0.01% | 2,410 | 289 | 13.6% | $3.91万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $32.53万 | 0.01% | 9,109 | 15 | 0.2% | $536 | 加仓 |
| GIS | GENERAL MILLS INC | $32.51万 | 0.01% | 8,734 | 90 | 1.0% | $3,350 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $31.97万 | 0.01% | 2,364 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $31.64万 | 0.01% | 2,775 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $31.63万 | 0.01% | 3,026 | 191 | 6.7% | $2.00万 | 加仓 |
| BIL | SPDR SERIES TRUST | $31.30万 | 0.01% | 3,415 | -5 | -0.1% | -$458 | 减仓 |
| VCR | VANGUARD WORLD FD | $31.28万 | 0.01% | 872 | -50 | -5.4% | -$1.79万 | 减仓 |
| WAT | WATERS CORP | $31.24万 | 0.01% | 1,049 | 1,049 | — | $31.24万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $31.21万 | 0.01% | 3,187 | 59 | 1.9% | $5,778 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $30.93万 | 0.01% | 5,670 | 5,670 | — | $30.93万 | 新建仓 |
| PPH | VANECK ETF TRUST | $30.75万 | 0.00% | 2,960 | 2,960 | — | $30.75万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $30.71万 | 0.00% | 3,811 | 73 | 2.0% | $5,882 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $30.69万 | 0.00% | 3,976 | 122 | 3.2% | $9,417 | 加仓 |
| AGI | ALAMOS GOLD INC | $30.54万 | 0.00% | 6,874 | -2,175 | -24.0% | -$9.66万 | 减仓 |
| O | REALTY INCOME CORP | $30.35万 | 0.00% | 4,961 | 27 | 0.5% | $1,652 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.28万 | 0.00% | 678 | 185 | 37.5% | $8.26万 | 加仓 |
| PLD | PROLOGIS INC. | $30.25万 | 0.00% | 2,289 | 149 | 7.0% | $1.97万 | 加仓 |
| UL | UNILEVER PLC | $30.04万 | 0.00% | 5,273 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $29.75万 | 0.00% | 1,358 | 2 | 0.1% | $438 | 加仓 |
| TSSI | TSS INC DEL | $29.46万 | 0.00% | 22,643 | -7,000 | -23.6% | -$9.11万 | 重新持有 |
| IYH | ISHARES TR | $29.31万 | 0.00% | 4,756 | -995 | -17.3% | -$6.13万 | 减仓 |
| GMED | GLOBUS MED INC | $29.27万 | 0.00% | 3,397 | -784 | -18.8% | -$6.75万 | 减仓 |
| F | FORD MTR CO | $29.10万 | 0.00% | 25,217 | 2,233 | 9.7% | $2.58万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $29.03万 | 0.00% | 905 | -105 | -10.4% | -$3.37万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.95万 | 0.00% | 739 | -27 | -3.5% | -$1.06万 | 减仓 |
| IWN | ISHARES TR | $28.88万 | 0.00% | 1,524 | 235 | 18.2% | $4.45万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.54万 | 0.00% | 1,722 | 1,722 | — | $28.54万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $28.42万 | 0.00% | 1,400 | -2,400 | -63.2% | -$48.72万 | 重新持有 |
| PAVE | GLOBAL X FDS | $28.23万 | 0.00% | 5,556 | 5,556 | — | $28.23万 | 新建仓 |
| DHI | D R HORTON INC | $28.13万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $28.12万 | 0.00% | 930 | 250 | 36.8% | $7.56万 | 加仓 |
| MDT | MEDTRONIC PLC | $28.11万 | 0.00% | 3,243 | 529 | 19.5% | $4.58万 | 加仓 |
| COR | CENCORA INC | $27.78万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $27.70万 | 0.00% | 1,016 | 103 | 11.3% | $2.81万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $27.62万 | 0.00% | 5,652 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES BRIT | $27.46万 | 0.00% | 2,156 | 2,156 | — | $27.46万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $27.40万 | 0.00% | 24,250 | 24,250 | — | $27.40万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $27.15万 | 0.00% | 1,390 | 12 | 0.9% | $2,344 | 重新持有 |
| CBRE | CBRE GROUP INC | $27.08万 | 0.00% | 1,999 | -5 | -0.2% | -$677 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.04万 | 0.00% | 931 | 4 | 0.4% | $1,162 | 加仓 |
| — | IMMUCELL CORP | $26.89万 | 0.00% | 42,481 | 6,000 | 16.4% | $3.80万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.73万 | 0.00% | 3,754 | -112 | -2.9% | -$7,974 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $26.58万 | 0.00% | 2,662 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $26.23万 | 0.00% | 2,719 | 302 | 12.5% | $2.91万 | 加仓 |
| RKLB | ROCKET LAB CORP | $25.72万 | 0.00% | 4,005 | -960 | -19.3% | -$6.17万 | 重新持有 |
| ACI | ALBERTSONS COS INC | $25.56万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $24.98万 | 0.00% | 3,346 | -684 | -17.0% | -$5.11万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $24.91万 | 0.00% | 2,187 | -1,495 | -40.6% | -$17.03万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.30万 | 0.00% | 12,440 | 993 | 8.7% | $1.94万 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $24.13万 | 0.00% | 2,843 | 21 | 0.7% | $1,782 | 重新持有 |
| — | TCW ETF TRUST | $24.02万 | 0.00% | 6,230 | 6,230 | — | $24.02万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.02万 | 0.00% | 521 | 111 | 27.1% | $5.12万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $23.96万 | 0.00% | 2,922 | -665 | -18.5% | -$5.45万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $23.76万 | 0.00% | 10,923 | 0 | 0.0% | — | 重新持有 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $23.70万 | 0.00% | 12,074 | 12,074 | — | $23.70万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.66万 | 0.00% | 7,758 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $23.56万 | 0.00% | 1,569 | -11 | -0.7% | -$1,652 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $23.45万 | 0.00% | 3,333 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $23.38万 | 0.00% | 824 | 824 | — | $23.38万 | 新建仓 |
| APP | APPLOVIN CORP | $23.36万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $23.21万 | 0.00% | 413 | -29 | -6.6% | -$1.63万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $22.98万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $22.83万 | 0.00% | 1,092 | -66 | -5.7% | -$1.38万 | 重新持有 |
| DTM | DT MIDSTREAM INC | $22.81万 | 0.00% | 1,694 | 6 | 0.4% | $808 | 加仓 |
| CMI | CUMMINS INC | $22.72万 | 0.00% | 422 | -10 | -2.3% | -$5,383 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $22.31万 | 0.00% | 2,007 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $22.21万 | 0.00% | 4,119 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $22.19万 | 0.00% | 7,969 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $22.02万 | 0.00% | 2,203 | 2,203 | — | $22.02万 | 新建仓 |
| U | UNITY SOFTWARE INC | $21.97万 | 0.00% | 10,014 | 5,014 | 100.3% | $11.00万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $21.79万 | 0.00% | 3,408 | 3,408 | — | $21.79万 | 新建仓 |
| EIS | ISHARES INC | $21.78万 | 0.00% | 1,877 | 1,877 | — | $21.78万 | 新建仓 |
| IYW | ISHARES TR | $21.77万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $21.43万 | 0.00% | 855 | 855 | — | $21.43万 | 新建仓 |
| MET | METLIFE INC | $21.41万 | 0.00% | 3,028 | -107 | -3.4% | -$7,566 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $21.00万 | 0.00% | 4,346 | 4,346 | — | $21.00万 | 新建仓 |
| ESGU | ISHARES TR | $20.62万 | 0.00% | 1,458 | 0 | 0.0% | — | 重新持有 |
| — | PRECISION OPTICS CORP INC MA | $20.51万 | 0.00% | 46,728 | 23,364 | 100.0% | $10.26万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.38万 | 0.00% | 522 | 36 | 7.4% | $1.41万 | 重新持有 |
| PARR | PAR PAC HOLDINGS INC | $20.36万 | 0.00% | 3,250 | 3,250 | — | $20.36万 | 新建仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $20.31万 | 0.00% | 3,648 | 3,648 | — | $20.31万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $20.20万 | 0.00% | 3,289 | 3,289 | — | $20.20万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.01万 | 0.00% | 947 | 947 | — | $20.01万 | 新建仓 |
| PTLO | PORTILLOS INC | $19.61万 | 0.00% | 37,070 | 16,130 | 77.0% | $8.53万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $19.15万 | 0.00% | 16,440 | 200 | 1.2% | $2,330 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $19.01万 | 0.00% | 10,726 | 58 | 0.5% | $1,028 | 重新持有 |
| — | AMICUS THERAPEUTIC | $18.80万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $18.24万 | 0.00% | 10,855 | 455 | 4.4% | $7,644 | 加仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $17.57万 | 0.00% | 25,610 | 12,036 | 88.7% | $8.26万 | 加仓 |