Mesirow Financial Investment Management, Inc. 13F 持仓 · 2026年Q2
Mesirow Financial Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 529 只证券，申报市值合计 63.65 亿美元。前几大持仓：BRKB（7.71%）、AAPL（4.60%）、MOAT（4.32%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $490.6M | 7.71% | 980,399 | 增持 |
| 2 | AAPL | APPLE INC | $292.6M | 4.60% | 1.0M | 增持 |
| 3 | MOAT | VANECK ETF TRUST | $275.2M | 4.32% | 2.6M | 减持 |
| 4 | IJR | ISHARES TR | $240.0M | 3.77% | 1.6M | 增持 |
| 5 | GOOG | ALPHABET INC | $197.7M | 3.11% | 559,493 | 增持 |
| 6 | IVV | ISHARES TR | $185.0M | 2.91% | 246,977 | 增持 |
| 7 | ITOT | ISHARES TR | $176.9M | 2.78% | 1.1M | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $150.6M | 2.37% | 219,307 | 增持 |
| 9 | GOOGL | ALPHABET INC | $131.4M | 2.06% | 367,716 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $117.2M | 1.84% | 314,298 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $103.0M | 1.62% | 314,532 | 增持 |
| 12 | AMZN | AMAZON COM INC | $97.8M | 1.54% | 410,159 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $97.9M | 1.54% | 131,037 | 增持 |
| 14 | IJH | ISHARES TR | $95.6M | 1.50% | 1.2M | 减持 |
| 15 | CAT | CATERPILLAR INC | $95.1M | 1.49% | 89,291 | 减持 |
| 16 | VXUS | VANGUARD STAR FDS | $94.0M | 1.48% | 1.1M | 增持 |
| 17 | IWF | ISHARES TR | $87.6M | 1.38% | 705,467 | 增持 |
| 18 | VYM | VANGUARD WHITEHALL FDS | $87.6M | 1.38% | 554,044 | 增持 |
| 19 | FPAG | INVESTMENT MANAGERS SER TR I | $86.1M | 1.35% | 2.1M | 减持 |
| 20 | SGOV | ISHARES TR | $78.4M | 1.23% | 779,029 | 增持 |
| 21 | AKRE | PROFESIONALLY MANAGED PORTFO | $71.7M | 1.13% | 1.3M | 增持 |
| 22 | GLD | SPDR GOLD TR | $72.2M | 1.13% | 195,884 | 减持 |
| 23 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $64.8M | 1.02% | 1.6M | 增持 |
| 24 | IWR | ISHARES TR | $61.0M | 0.96% | 553,000 | 减持 |
| 25 | AVGO | BROADCOM INC | $56.9M | 0.89% | 150,683 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR