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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.91亿 | 7.71% | 980,399 | 3,710 | 0.4% | $185.64万 | 加仓 |
| AAPL | APPLE INC | $2.93亿 | 4.60% | 1,011,311 | 36,607 | 3.8% | $1,059.26万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2.75亿 | 4.32% | 2,647,494 | -27,800 | -1.0% | -$289.01万 | 减仓 |
| IJR | ISHARES TR | $2.40亿 | 3.77% | 1,618,153 | 49,838 | 3.2% | $739.16万 | 加仓 |
| GOOG | ALPHABET INC | $1.98亿 | 3.11% | 559,493 | 16,263 | 3.0% | $574.64万 | 加仓 |
| IVV | ISHARES TR | $1.85亿 | 2.91% | 246,977 | 3,219 | 1.3% | $241.11万 | 加仓 |
| ITOT | ISHARES TR | $1.77亿 | 2.78% | 1,076,654 | 21,974 | 2.1% | $360.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.51亿 | 2.37% | 219,307 | 11,427 | 5.5% | $784.95万 | 加仓 |
| GOOGL | ALPHABET INC | $1.31亿 | 2.06% | 367,716 | -4,939 | -1.3% | -$176.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.17亿 | 1.84% | 314,298 | -142,463 | -31.2% | -$5,314.32万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.03亿 | 1.62% | 314,532 | 2,563 | 0.8% | $83.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,785.67万 | 1.54% | 131,037 | 1,244 | 1.0% | $92.90万 | 加仓 |
| AMZN | AMAZON COM INC | $9,775.67万 | 1.54% | 410,159 | 2,330 | 0.6% | $55.53万 | 加仓 |
| IJH | ISHARES TR | $9,560.64万 | 1.50% | 1,239,853 | -824,082 | -39.9% | -$6,354.58万 | 减仓 |
| CAT | CATERPILLAR INC | $9,508.73万 | 1.49% | 89,291 | -649 | -0.7% | -$69.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $9,398.31万 | 1.48% | 1,099,337 | 126,698 | 13.0% | $1,083.15万 | 加仓 |
| IWF | ISHARES TR | $8,759.99万 | 1.38% | 705,467 | -1,557 | -0.2% | -$19.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,755.32万 | 1.38% | 554,044 | 1,580 | 0.3% | $24.97万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $8,605.93万 | 1.35% | 2,143,769 | -2,219,773 | -50.9% | -$8,911.04万 | 减仓 |
| SGOV | ISHARES TR | $7,842.51万 | 1.23% | 779,029 | 88,131 | 12.8% | $887.22万 | 加仓 |
| GLD | SPDR GOLD TR | $7,215.90万 | 1.13% | 195,884 | -6,956 | -3.4% | -$256.24万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $7,166.56万 | 1.13% | 1,347,351 | 549,958 | 69.0% | $2,925.22万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $6,484.37万 | 1.02% | 1,577,702 | 48,737 | 3.2% | $200.31万 | 加仓 |
| IWR | ISHARES TR | $6,100.69万 | 0.96% | 553,000 | -573,058 | -50.9% | -$6,321.96万 | 减仓 |
| AVGO | BROADCOM INC | $5,692.30万 | 0.89% | 150,683 | -9,329 | -5.8% | -$352.42万 | 减仓 |
| RTX | RTX CORPORATION | $5,505.51万 | 0.86% | 290,172 | 1,282 | 0.4% | $24.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,361.33万 | 0.84% | 622,377 | 32,079 | 5.4% | $276.34万 | 加仓 |
| FEGE | RBB FUND TRUST | $5,209.31万 | 0.82% | 1,064,859 | 146,883 | 16.0% | $718.55万 | 加仓 |
| IWD | ISHARES TR | $4,764.06万 | 0.75% | 196,514 | -10,783 | -5.2% | -$261.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,725.44万 | 0.74% | 663,218 | -433 | -0.1% | -$3.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,673.34万 | 0.73% | 197,505 | 551 | 0.3% | $13.04万 | 加仓 |
| BAC | BANK OF AMER CORP | $4,638.11万 | 0.73% | 813,986 | -8,074 | -1.0% | -$46.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,611.09万 | 0.72% | 211,587 | 3,515 | 1.7% | $76.60万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,602.99万 | 0.72% | 91,809 | 1,426 | 1.6% | $71.49万 | 加仓 |
| IEFA | ISHARES TR | $4,379.86万 | 0.69% | 453,492 | 13,868 | 3.2% | $133.94万 | 加仓 |
| FDX | FEDEX CORP | $4,162.94万 | 0.65% | 132,943 | 426 | 0.3% | $13.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,147.71万 | 0.65% | 44,331 | 1,036 | 2.4% | $96.93万 | 加仓 |
| ABBV | ABBVIE INC | $4,001.19万 | 0.63% | 158,995 | 459 | 0.3% | $11.55万 | 加仓 |
| MGC | VANGUARD WORLD FD | $3,973.84万 | 0.62% | 145,226 | 12,653 | 9.5% | $346.23万 | 加仓 |
| AOR | ISHARES TR | $3,931.93万 | 0.62% | 565,749 | 2,633 | 0.5% | $18.30万 | 加仓 |
| EFA | ISHARES TR | $3,811.15万 | 0.60% | 366,884 | -357,266 | -49.3% | -$3,711.24万 | 减仓 |
| LOW | LOWES COS INC | $3,726.66万 | 0.59% | 169,017 | 1,358 | 0.8% | $29.94万 | 加仓 |
| UNP | UNION PAC CORP | $3,660.23万 | 0.58% | 134,567 | 207 | 0.2% | $5.63万 | 加仓 |
| GLW | CORNING INC | $3,611.39万 | 0.57% | 141,385 | -41 | -0.0% | -$1.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,299.24万 | 0.52% | 199,038 | -1,437 | -0.7% | -$23.82万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,282.77万 | 0.52% | 209,158 | 3,238 | 1.6% | $50.82万 | 加仓 |
| LIN | LINDE PLC | $3,205.37万 | 0.50% | 61,768 | 82 | 0.1% | $4.26万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,193.38万 | 0.50% | 404,069 | 27,574 | 7.3% | $217.92万 | 加仓 |
| V | VISA INC | $3,055.08万 | 0.48% | 89,042 | 967 | 1.1% | $33.18万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3,043.57万 | 0.48% | 150,962 | 419 | 0.3% | $8.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,013.54万 | 0.47% | 72,504 | -67 | -0.1% | -$2.78万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2,958.70万 | 0.46% | 149,741 | 1,759 | 1.2% | $34.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,936.95万 | 0.46% | 115,650 | 705 | 0.6% | $17.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,926.86万 | 0.46% | 79,090 | 2,194 | 2.9% | $81.19万 | 加仓 |
| IWM | ISHARES TR | $2,858.58万 | 0.45% | 95,143 | -58 | -0.1% | -$1.74万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,851.59万 | 0.45% | 353,926 | 16,382 | 4.9% | $131.99万 | 加仓 |
| SHY | ISHARES TR | $2,755.78万 | 0.43% | 335,614 | -305,956 | -47.7% | -$2,512.25万 | 减仓 |
| WMT | WALMART INC | $2,665.07万 | 0.42% | 235,308 | 775 | 0.3% | $8.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,642.73万 | 0.42% | 132,067 | -112,201 | -45.9% | -$2,245.20万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $2,611.03万 | 0.41% | 463,195 | -20,571 | -4.3% | -$115.96万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $2,591.87万 | 0.41% | 490,514 | 5,071 | 1.0% | $26.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,573.14万 | 0.40% | 34,939 | -29,767 | -46.0% | -$2,192.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,500.09万 | 0.39% | 48,679 | -1,140 | -2.3% | -$58.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,368.33万 | 0.37% | 70,015 | -356 | -0.5% | -$12.04万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,321.43万 | 0.36% | 31 | -10 | -24.4% | -$748.85万 | 减仓 |
| IVW | ISHARES TR | $2,302.16万 | 0.36% | 167,392 | 5,099 | 3.1% | $70.13万 | 加仓 |
| EEM | ISHARES TR | $2,284.53万 | 0.36% | 333,948 | 3,819 | 1.2% | $26.13万 | 加仓 |
| BLK | BLACKROCK INC | $2,248.80万 | 0.35% | 23,386 | 511 | 2.2% | $49.14万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,229.37万 | 0.35% | 174,429 | 6,019 | 3.6% | $76.93万 | 加仓 |
| IVE | ISHARES TR | $2,222.78万 | 0.35% | 97,895 | -96,437 | -49.6% | -$2,189.67万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $2,171.31万 | 0.34% | 172,326 | 1,008 | 0.6% | $12.70万 | 加仓 |
| DIS | DISNEY WALT CO | $2,148.22万 | 0.34% | 223,189 | 4,093 | 1.9% | $39.40万 | 加仓 |
| IEMG | ISHARES INC | $2,119.57万 | 0.33% | 255,867 | 3,035 | 1.2% | $25.14万 | 加仓 |
| IBDR | ISHARES TR | $2,113.50万 | 0.33% | 872,266 | -10,590 | -1.2% | -$25.66万 | 减仓 |
| IWP | ISHARES TR | $2,104.31万 | 0.33% | 143,704 | -134,754 | -48.4% | -$1,973.25万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,071.40万 | 0.33% | 65,794 | 1,211 | 1.9% | $38.13万 | 加仓 |
| META | META PLATFORMS INC | $1,916.58万 | 0.30% | 34,019 | 381 | 1.1% | $21.46万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,907.00万 | 0.30% | 27,116 | 206 | 0.8% | $14.49万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,905.50万 | 0.30% | 501,967 | 62,615 | 14.3% | $237.69万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,870.95万 | 0.29% | 85,349 | 1,723 | 2.1% | $37.77万 | 加仓 |
| LLY | ELI LILLY & CO | $1,809.68万 | 0.28% | 15,088 | 298 | 2.0% | $35.74万 | 加仓 |
| IBDS | ISHARES TR | $1,797.35万 | 0.28% | 742,094 | 2,688 | 0.4% | $6.51万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,761.25万 | 0.28% | 53,297 | 202 | 0.4% | $6.68万 | 加仓 |
| PEP | PEPSICO INC | $1,748.09万 | 0.27% | 129,101 | -61,611 | -32.3% | -$834.24万 | 减仓 |
| HD | HOME DEPOT INC | $1,737.67万 | 0.27% | 49,273 | -801 | -1.6% | -$28.25万 | 减仓 |
| ORCL | ORACLE CORP | $1,726.60万 | 0.27% | 117,822 | -114,540 | -49.3% | -$1,678.50万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,673.48万 | 0.26% | 109,968 | -297 | -0.3% | -$4.52万 | 减仓 |
| IBDT | ISHARES TR | $1,650.27万 | 0.26% | 653,571 | 15,773 | 2.5% | $39.83万 | 加仓 |
| CRM | SALESFORCE INC | $1,581.76万 | 0.25% | 100,967 | 1,082 | 1.1% | $16.95万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,579.99万 | 0.25% | 429,813 | 1,268 | 0.3% | $4.66万 | 加仓 |
| KO | COCA COLA CO | $1,536.49万 | 0.24% | 189,063 | -7,890 | -4.0% | -$64.12万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,522.31万 | 0.24% | 333,110 | 37,005 | 12.5% | $169.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,521.55万 | 0.24% | 167,679 | 4,393 | 2.7% | $39.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,516.09万 | 0.24% | 478,115 | -4,265 | -0.9% | -$13.52万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,506.55万 | 0.24% | 79,078 | -76 | -0.1% | -$1.45万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,409.25万 | 0.22% | 236,093 | 1,785 | 0.8% | $10.65万 | 加仓 |
| ALL | ALLSTATE CORP | $1,394.33万 | 0.22% | 58,598 | 83 | 0.1% | $1.97万 | 加仓 |
| IBDU | ISHARES TR | $1,387.43万 | 0.22% | 599,061 | 144,702 | 31.8% | $335.13万 | 加仓 |
| AOA | ISHARES TR | $1,385.64万 | 0.22% | 141,970 | -10,320 | -6.8% | -$100.72万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,355.56万 | 0.21% | 272,316 | 12,020 | 4.6% | $59.83万 | 加仓 |