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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $38.55万 | 0.01% | 1,590 | 25 | 1.6% | $6,062 | 加仓 |
| — | HENNESSY FDS TR | $38.51万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $38.24万 | 0.01% | 15,477 | -15,285 | -49.7% | -$37.76万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.99万 | 0.01% | 4,731 | 360 | 8.2% | $2.89万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $37.90万 | 0.01% | 4,277 | -140 | -3.2% | -$1.24万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $37.78万 | 0.01% | 1,350 | 276 | 25.7% | $7.72万 | 加仓 |
| CMI | CUMMINS INC | $37.74万 | 0.01% | 529 | 107 | 25.4% | $7.63万 | 加仓 |
| NI | NISOURCE INC | $37.57万 | 0.01% | 7,900 | 16 | 0.2% | $761 | 加仓 |
| NEM | NEWMONT CORP | $37.55万 | 0.01% | 4,021 | -3,821 | -48.7% | -$35.69万 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.02万 | 0.01% | 1,953 | -230 | -10.5% | -$4.36万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $36.85万 | 0.01% | 4,131 | 1,288 | 45.3% | $11.49万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $36.61万 | 0.01% | 2,975 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $36.54万 | 0.01% | 922 | 50 | 5.7% | $1.98万 | 加仓 |
| IEF | ISHARES TR | $36.51万 | 0.01% | 3,860 | -3,840 | -49.9% | -$36.32万 | 减仓 |
| NOW | SERVICENOW INC | $36.34万 | 0.01% | 3,661 | 635 | 21.0% | $6.30万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $36.07万 | 0.01% | 3,738 | -73 | -1.9% | -$7,044 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $36.02万 | 0.01% | 625 | -6 | -1.0% | -$3,457 | 减仓 |
| DJP | BARCLAYS BANK PLC | $35.19万 | 0.01% | 8,050 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $34.92万 | 0.01% | 2,511 | -818 | -24.6% | -$11.37万 | 减仓 |
| IGE | ISHARES TR | $34.77万 | 0.01% | 6,189 | -6,189 | -50.0% | -$34.77万 | 减仓 |
| IXG | ISHARES TR | $34.55万 | 0.01% | 2,775 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $34.28万 | 0.01% | 6,977 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $34.13万 | 0.01% | 2,665 | 658 | 32.8% | $8.43万 | 加仓 |
| MET | METLIFE INC | $34.08万 | 0.01% | 4,028 | 1,000 | 33.0% | $8.46万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.98万 | 0.01% | 4,746 | -4,698 | -49.7% | -$33.64万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $33.53万 | 0.01% | 8,204 | -219 | -2.6% | -$8,950 | 减仓 |
| DHI | D R HORTON INC | $33.52万 | 0.01% | 2,058 | 8 | 0.4% | $1,303 | 加仓 |
| MTUM | ISHARES TR | $33.05万 | 0.01% | 964 | 964 | — | $33.05万 | 新建仓 |
| PAVE | GLOBAL X FDS | $32.73万 | 0.01% | 5,556 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.50万 | 0.01% | 2,453 | 89 | 3.8% | $1.18万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $32.48万 | 0.01% | 10,923 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $32.42万 | 0.01% | 670 | 670 | — | $32.42万 | 新建仓 |
| PPH | VANECK ETF TRUST | $32.37万 | 0.01% | 2,960 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $31.85万 | 0.01% | 2,204 | 1 | 0.0% | $144 | 加仓 |
| VLO | VALERO ENERGY CORP | $31.69万 | 0.00% | 1,217 | -489 | -28.7% | -$12.73万 | 重新持有 |
| PLD | PROLOGIS INC. | $31.67万 | 0.00% | 2,337 | 48 | 2.1% | $6,505 | 加仓 |
| IYH | ISHARES TR | $31.65万 | 0.00% | 4,723 | -33 | -0.7% | -$2,212 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.19万 | 0.00% | 628 | -50 | -7.4% | -$2.48万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $31.19万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $30.95万 | 0.00% | 3,025 | 3,025 | — | $30.95万 | 新建仓 |
| DOW | DOW HLDGS INC | $30.86万 | 0.00% | 11,283 | -430 | -3.7% | -$1.18万 | 减仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $30.73万 | 0.00% | 25,610 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $30.51万 | 0.00% | 3,978 | 2 | 0.1% | $153 | 加仓 |
| GIS | GENERAL MILLS INC | $30.38万 | 0.00% | 8,729 | -5 | -0.1% | -$174 | 减仓 |
| IYW | ISHARES TR | $30.27万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $29.93万 | 0.00% | 5,540 | 5,540 | — | $29.93万 | 新建仓 |
| APP | APPLOVIN CORP | $29.83万 | 0.00% | 579 | -8 | -1.4% | -$4,122 | 减仓 |
| HAL | HALLIBURTON CO | $29.61万 | 0.00% | 8,723 | 3 | 0.0% | $102 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $29.47万 | 0.00% | 1,900 | 500 | 35.7% | $7.76万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $29.20万 | 0.00% | 2,660 | -59 | -2.2% | -$6,476 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $29.11万 | 0.00% | 2,364 | 290 | 14.0% | $3.57万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $29.00万 | 0.00% | 1,361 | 3 | 0.2% | $639 | 加仓 |
| U | UNITY SOFTWARE INC | $28.62万 | 0.00% | 10,014 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $28.06万 | 0.00% | 938 | -78 | -7.7% | -$2.33万 | 减仓 |
| SMH | VANECK ETF TRUST | $27.88万 | 0.00% | 425 | 425 | — | $27.88万 | 新建仓 |
| TSSI | TSS INC DEL | $27.85万 | 0.00% | 22,643 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $27.70万 | 0.00% | 6,142 | 6,142 | — | $27.70万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $27.62万 | 0.00% | 5,652 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $27.62万 | 0.00% | 2,079 | -108 | -4.9% | -$1.43万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $27.43万 | 0.00% | 2,662 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.38万 | 0.00% | 934 | 3 | 0.3% | $880 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.01万 | 0.00% | 7,758 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $26.92万 | 0.00% | 1,999 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $26.84万 | 0.00% | 3,397 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $26.53万 | 0.00% | 1,186 | 1,186 | — | $26.53万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $25.75万 | 0.00% | 3,333 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INC | $25.74万 | 0.00% | 10,000 | 10,000 | — | $25.74万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $25.40万 | 0.00% | 3,058 | 136 | 4.7% | $1.13万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $25.30万 | 0.00% | 7,465 | -7,965 | -51.6% | -$26.99万 | 减仓 |
| O | REALTY INCOME CORP | $25.20万 | 0.00% | 4,067 | -894 | -18.0% | -$5.54万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $25.12万 | 0.00% | 4,356 | 10 | 0.2% | $577 | 加仓 |
| COR | CENCORA INC | $25.03万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $24.93万 | 0.00% | 1,699 | 5 | 0.3% | $734 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.78万 | 0.00% | 7,969 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $24.76万 | 0.00% | 6,382 | 6,382 | — | $24.76万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $24.63万 | 0.00% | 945 | -940 | -49.9% | -$24.50万 | 减仓 |
| DG | DOLLAR GEN CORP | $24.52万 | 0.00% | 2,130 | 2,130 | — | $24.52万 | 新建仓 |
| MP | MP MATERIALS CORP | $24.22万 | 0.00% | 4,324 | 4,324 | — | $24.22万 | 新建仓 |
| CAKE | CHEESECAKE FACTORY INC | $24.10万 | 0.00% | 3,030 | 3,030 | — | $24.10万 | 新建仓 |
| ESGU | ISHARES TR | $23.86万 | 0.00% | 1,458 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $23.77万 | 0.00% | 1,969 | 92 | 4.9% | $1.11万 | 加仓 |
| UL | UNILEVER PLC | $23.40万 | 0.00% | 3,892 | -1,381 | -26.2% | -$8.30万 | 减仓 |
| BAX | BAXTER INTL INC | $23.22万 | 0.00% | 10,890 | 35 | 0.3% | $746 | 加仓 |
| IBMP | ISHARES TR | $23.21万 | 0.00% | 9,130 | 9,130 | — | $23.21万 | 新建仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $23.11万 | 0.00% | 2,446 | 2,446 | — | $23.11万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $23.08万 | 0.00% | 3,605 | -149 | -4.0% | -$9,540 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $22.68万 | 0.00% | 3,370 | 24 | 0.7% | $1,615 | 加仓 |
| CAH | CARDINAL HEALTH INC | $22.50万 | 0.00% | 947 | 0 | 0.0% | — | 不变 |
| BCAL | CALIFORNIA BANCORP | $22.48万 | 0.00% | 10,784 | 58 | 0.5% | $1,209 | 加仓 |
| — | WISDOMTREE TR | $21.87万 | 0.00% | 5,785 | 5,785 | — | $21.87万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $21.80万 | 0.00% | 18,260 | -5,990 | -24.7% | -$7.15万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $21.43万 | 0.00% | 8,276 | 8,276 | — | $21.43万 | 新建仓 |
| — | NEPHROS INC | $21.42万 | 0.00% | 60,000 | -60,000 | -50.0% | -$21.42万 | 减仓 |
| PCAR | PACCAR INC | $21.34万 | 0.00% | 1,777 | 1,777 | — | $21.34万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $21.29万 | 0.00% | 4,383 | -4,079 | -48.2% | -$19.81万 | 减仓 |
| NVO | NOVO-NORDISK A S | $20.89万 | 0.00% | 4,357 | 223 | 5.4% | $1.07万 | 重新持有 |
| AGI | ALAMOS GOLD INC | $20.87万 | 0.00% | 6,880 | 6 | 0.1% | $182 | 加仓 |
| IDXX | IDEXX LABS INC | $20.79万 | 0.00% | 395 | -18 | -4.4% | -$9,476 | 减仓 |
| CMC | COMMERCIAL METALS CO | $20.70万 | 0.00% | 3,299 | 10 | 0.3% | $627 | 加仓 |
| IJS | ISHARES TR | $20.68万 | 0.00% | 1,512 | 1,512 | — | $20.68万 | 新建仓 |