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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.68亿 | 7.58% | 976,689 | 164,260 | 20.2% | $7,871.28万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2.59亿 | 4.19% | 2,675,294 | 690,768 | 34.8% | $6,679.79万 | 加仓 |
| AAPL | APPLE INC | $2.47亿 | 4.01% | 974,704 | -24,819 | -2.5% | -$629.89万 | 减仓 |
| IJR | ISHARES TR | $1.95亿 | 3.16% | 1,568,315 | 479,564 | 44.0% | $5,961.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.69亿 | 2.74% | 456,761 | 167,099 | 57.7% | $6,185.63万 | 加仓 |
| IVV | ISHARES TR | $1.59亿 | 2.58% | 243,758 | 84,679 | 53.2% | $5,531.80万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $1.58亿 | 2.56% | 4,363,542 | 2,733,666 | 167.7% | $9,917.73万 | 加仓 |
| GOOG | ALPHABET INC | $1.56亿 | 2.52% | 543,230 | 19,508 | 3.7% | $559.62万 | 加仓 |
| ITOT | ISHARES TR | $1.50亿 | 2.43% | 1,054,680 | 315,179 | 42.6% | $4,489.11万 | 加仓 |
| IJH | ISHARES TR | $1.39亿 | 2.26% | 2,063,935 | 1,476,421 | 251.3% | $9,970.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.24亿 | 2.01% | 207,880 | 65,206 | 45.7% | $3,896.51万 | 加仓 |
| IWR | ISHARES TR | $1.09亿 | 1.77% | 1,126,058 | 820,594 | 268.6% | $7,978.63万 | 加仓 |
| GOOGL | ALPHABET INC | $1.07亿 | 1.74% | 372,655 | 11,973 | 3.3% | $344.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9,176.80万 | 1.49% | 311,969 | 16,866 | 5.7% | $496.13万 | 加仓 |
| GLD | SPDR GOLD TR | $8,727.92万 | 1.41% | 202,840 | 40,863 | 25.2% | $1,758.28万 | 加仓 |
| AMZN | AMAZON COM INC | $8,493.79万 | 1.38% | 407,829 | 63,328 | 18.4% | $1,318.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,440.41万 | 1.37% | 129,793 | 14,405 | 12.5% | $936.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,181.90万 | 1.32% | 552,464 | 156,199 | 39.4% | $2,313.28万 | 加仓 |
| IWF | ISHARES TR | $7,537.57万 | 1.22% | 176,756 | 45,157 | 34.3% | $1,925.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7,500.00万 | 1.21% | 972,639 | 337,247 | 53.1% | $2,600.50万 | 加仓 |
| EFA | ISHARES TR | $7,033.73万 | 1.14% | 724,150 | 430,418 | 146.5% | $4,180.69万 | 加仓 |
| SGOV | ISHARES TR | $6,954.55万 | 1.13% | 690,898 | 224,792 | 48.2% | $2,262.75万 | 加仓 |
| CAT | CATERPILLAR INC | $6,371.92万 | 1.03% | 89,940 | -1,180 | -1.3% | -$83.60万 | 减仓 |
| RTX | RTX CORPORATION | $5,572.66万 | 0.90% | 288,890 | 13,698 | 5.0% | $264.23万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $5,441.60万 | 0.88% | 1,528,965 | 623,664 | 68.9% | $2,219.63万 | 加仓 |
| SHY | ISHARES TR | $5,297.58万 | 0.86% | 641,570 | 463,459 | 260.2% | $3,826.88万 | 加仓 |
| AVGO | BROADCOM INC | $4,952.51万 | 0.80% | 160,012 | 14,793 | 10.2% | $457.86万 | 加仓 |
| FDX | FEDEX CORP | $4,720.11万 | 0.76% | 132,517 | 7,356 | 5.9% | $262.01万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,442.64万 | 0.72% | 90,383 | 5,963 | 7.1% | $293.10万 | 加仓 |
| IWD | ISHARES TR | $4,429.27万 | 0.72% | 207,297 | 39,587 | 23.6% | $845.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,314.78万 | 0.70% | 43,295 | 24 | 0.1% | $2.39万 | 加仓 |
| FEGE | RBB FUND TRUST | $4,314.51万 | 0.70% | 917,976 | 382,412 | 71.4% | $1,797.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,298.83万 | 0.70% | 98,383 | 29,852 | 43.6% | $1,304.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,260.15万 | 0.69% | 244,268 | 147,093 | 151.4% | $2,565.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,252.70万 | 0.69% | 663,651 | 213,756 | 47.5% | $1,369.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,235.68万 | 0.69% | 196,954 | 69,172 | 54.1% | $1,487.61万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,214.22万 | 0.68% | 797,393 | -1,215,269 | -60.4% | -$6,422.70万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,147.83万 | 0.67% | 200,475 | 1,024 | 0.5% | $21.19万 | 加仓 |
| IVE | ISHARES TR | $4,103.27万 | 0.66% | 194,332 | 102,144 | 110.8% | $2,156.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,082.44万 | 0.66% | 208,072 | 51,887 | 33.2% | $1,018.04万 | 加仓 |
| BAC | BANK AMERICA CORP | $4,007.56万 | 0.65% | 822,060 | 58,870 | 7.7% | $286.99万 | 加仓 |
| IEFA | ISHARES TR | $3,979.90万 | 0.64% | 439,624 | 141,654 | 47.5% | $1,282.39万 | 加仓 |
| LOW | LOWES COS INC | $3,961.47万 | 0.64% | 167,659 | 2,578 | 1.6% | $60.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,735.05万 | 0.60% | 64,706 | 35,147 | 118.9% | $2,028.80万 | 加仓 |
| AOR | ISHARES TR | $3,623.62万 | 0.59% | 563,116 | 79,766 | 16.5% | $513.29万 | 加仓 |
| IWP | ISHARES TR | $3,567.90万 | 0.58% | 278,458 | 189,035 | 211.4% | $2,422.12万 | 加仓 |
| ABBV | ABBVIE INC | $3,447.97万 | 0.56% | 158,536 | 8,023 | 5.3% | $174.49万 | 加仓 |
| ORCL | ORACLE CORP | $3,418.09万 | 0.55% | 232,362 | 127,887 | 122.4% | $1,881.24万 | 加仓 |
| UNP | UNION PAC CORP | $3,259.89万 | 0.53% | 134,360 | 6,581 | 5.2% | $159.67万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3,146.62万 | 0.51% | 150,543 | -265 | -0.2% | -$5.54万 | 减仓 |
| MGC | VANGUARD WORLD FD | $3,133.35万 | 0.51% | 132,573 | 24,837 | 23.1% | $587.02万 | 加仓 |
| LIN | LINDE PLC | $3,058.06万 | 0.50% | 61,686 | 2,086 | 3.5% | $103.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,984.48万 | 0.48% | 376,495 | 214,276 | 132.1% | $1,698.57万 | 加仓 |
| PEP | PEPSICO INC | $2,961.65万 | 0.48% | 190,712 | 104,632 | 121.6% | $1,624.87万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,944.37万 | 0.48% | 41 | 1 | 2.5% | $71.81万 | 加仓 |
| WMT | WALMART INC | $2,914.73万 | 0.47% | 234,533 | 30,400 | 14.9% | $377.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,848.26万 | 0.46% | 205,920 | 14,912 | 7.8% | $206.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,809.69万 | 0.45% | 114,945 | 12,862 | 12.6% | $314.40万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,727.04万 | 0.44% | 147,982 | 51,272 | 53.0% | $944.85万 | 加仓 |
| V | VISA INC | $2,662.04万 | 0.43% | 88,075 | 9,545 | 12.2% | $288.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,489.25万 | 0.40% | 49,819 | 10,964 | 28.2% | $547.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,466.92万 | 0.40% | 76,896 | 6,031 | 8.5% | $193.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,423.44万 | 0.39% | 84,386 | 9,175 | 12.2% | $263.49万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $2,402.94万 | 0.39% | 485,443 | 108,626 | 28.8% | $537.70万 | 加仓 |
| IWM | ISHARES TR | $2,360.97万 | 0.38% | 95,201 | 10,843 | 12.9% | $268.90万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2,247.58万 | 0.36% | 483,766 | -53,272 | -9.9% | -$247.50万 | 减仓 |
| BLK | BLACKROCK INC | $2,200.08万 | 0.36% | 22,875 | 470 | 2.1% | $45.20万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $2,180.54万 | 0.35% | 171,318 | 3,707 | 2.2% | $47.18万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,176.22万 | 0.35% | 109,754 | 6,879 | 6.7% | $136.40万 | 加仓 |
| IBDR | ISHARES TR | $2,140.04万 | 0.35% | 882,856 | 437,265 | 98.1% | $1,059.93万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,128.50万 | 0.34% | 70,371 | 1,892 | 2.8% | $57.23万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,122.09万 | 0.34% | 64,583 | 5,739 | 9.8% | $188.57万 | 加仓 |
| DIS | DISNEY WALT CO | $2,111.66万 | 0.34% | 219,096 | 15,801 | 7.8% | $152.29万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,963.76万 | 0.32% | 72,571 | 15,853 | 28.0% | $428.98万 | 加仓 |
| META | META PLATFORMS INC | $1,924.83万 | 0.31% | 33,638 | 12,219 | 57.0% | $699.19万 | 加仓 |
| GLW | CORNING INC | $1,922.95万 | 0.31% | 141,426 | 8,498 | 6.4% | $115.55万 | 加仓 |
| EEM | ISHARES TR | $1,874.80万 | 0.30% | 330,129 | 17,269 | 5.5% | $98.07万 | 加仓 |
| CRM | SALESFORCE INC | $1,864.59万 | 0.30% | 99,885 | 7,851 | 8.5% | $146.56万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,847.31万 | 0.30% | 168,410 | 68,647 | 68.8% | $753.00万 | 加仓 |
| IVW | ISHARES TR | $1,835.71万 | 0.30% | 162,293 | 4,714 | 3.0% | $53.32万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,804.50万 | 0.29% | 109,138 | 54,313 | 99.1% | $898.02万 | 加仓 |
| IBDS | ISHARES TR | $1,792.32万 | 0.29% | 739,406 | 350,719 | 90.2% | $850.14万 | 加仓 |
| IEMG | ISHARES INC | $1,763.51万 | 0.29% | 252,832 | 69,205 | 37.7% | $482.71万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,704.21万 | 0.28% | 83,626 | 49,084 | 142.1% | $1,000.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,676.48万 | 0.27% | 163,286 | 890 | 0.5% | $9.14万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,659.52万 | 0.27% | 26,910 | 4,910 | 22.3% | $302.80万 | 加仓 |
| HD | HOME DEPOT INC | $1,646.92万 | 0.27% | 50,074 | 7,885 | 18.7% | $259.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,621.96万 | 0.26% | 112,290 | 54,191 | 93.3% | $782.76万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,621.61万 | 0.26% | 428,545 | 3,952 | 0.9% | $14.95万 | 加仓 |
| IBDT | ISHARES TR | $1,615.54万 | 0.26% | 637,798 | 319,642 | 100.5% | $809.65万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,614.51万 | 0.26% | 53,095 | 931 | 1.8% | $28.31万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,609.18万 | 0.26% | 110,265 | 19,690 | 21.7% | $287.35万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,547.37万 | 0.25% | 117,225 | 11,853 | 11.2% | $156.46万 | 加仓 |
| NKE | NIKE INC | $1,540.62万 | 0.25% | 291,670 | 181,608 | 165.0% | $959.26万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,511.78万 | 0.24% | 439,352 | 186,005 | 73.4% | $640.03万 | 加仓 |
| KO | COCA COLA CO | $1,497.82万 | 0.24% | 196,953 | 991 | 0.5% | $7.54万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,479.94万 | 0.24% | 482,380 | 178,293 | 58.6% | $547.00万 | 加仓 |
| — | EXXON MOBIL CORP | $1,455.58万 | 0.24% | 85,795 | 9,410 | 12.3% | $159.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,422.10万 | 0.23% | 74,100 | 64,542 | 675.3% | $1,238.67万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,404.33万 | 0.23% | 159,293 | 22,024 | 16.0% | $194.16万 | 加仓 |