Zuckerman Investment Group, LLC
CHICAGO IL · SEC CIK 0001423296
$10.67亿2026Q1 申报市值
135持仓数
38.7%前十大占比 · 第一大 9.4%
9 / 8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
CRM 加仓+$2,282.79万
SGOV 新建仓+$1,654.16万
ICLR 加仓+$1,387.11万
NFLX 新建仓+$861.43万
TMO 加仓+$859.49万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$6,140.62万
KVUE 减仓-$1,589.10万
AVTR 减仓-$1,342.26万
BCO 减仓-$1,075.84万
ULTA 减仓-$973.08万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -43,333 | -100.0% | -$176.49万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -4,173 | -100.0% | -$45.70万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,456 | -100.0% | -$28.71万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,457 | -100.0% | -$28.06万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -976 | -100.0% | -$23.65万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,043 | -100.0% | -$23.20万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$21.39万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,386 | -100.0% | -$20.32万 | 清仓 |
| — | CANTON STRATEGIC HOLDINGS IN | $15.36万 | 0.01% | 46,973 | 46,973 | — | $15.36万 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $15.60万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $19.21万 | 0.02% | 38,724 | 23,403 | 152.8% | $11.61万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.29万 | 0.02% | 5,282 | 630 | 13.5% | $2.42万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.61万 | 0.02% | 5,446 | 5,446 | — | $20.61万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.86万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $21.23万 | 0.02% | 1,523 | 1,523 | — | $21.23万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.59万 | 0.02% | 553 | 553 | — | $21.59万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.72万 | 0.02% | 218 | -2 | -0.9% | -$1,993 | 重新持有 |
| NVO | NOVO-NORDISK A S | $21.87万 | 0.02% | 5,952 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $23.66万 | 0.02% | 2,457 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $23.82万 | 0.02% | 12,400 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.25万 | 0.02% | 5,496 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $24.68万 | 0.02% | 14,317 | -921,774 | -98.5% | -$1,589.10万 | 减仓 |
| XBI | SPDR SERIES TRUST | $25.84万 | 0.02% | 2,023 | 332 | 19.6% | $4.24万 | 加仓 |
| — | COTERRA ENERGY INC | $25.90万 | 0.02% | 7,370 | 7,370 | — | $25.90万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $26.76万 | 0.03% | 4,208 | -125 | -2.9% | -$7,949 | 减仓 |
| IVW | ISHARES TR | $28.11万 | 0.03% | 2,485 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $29.40万 | 0.03% | 37,497 | -1,712,072 | -97.9% | -$1,342.26万 | 减仓 |
| NTR | NUTRIEN LTD | $29.73万 | 0.03% | 3,940 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $29.76万 | 0.03% | 1,200 | -43 | -3.5% | -$1.07万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.27万 | 0.03% | 3,740 | 3,740 | — | $30.27万 | 新建仓 |
| CRWV | COREWEAVE INC | $30.99万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $30.99万 | 0.03% | 14,250 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $31.66万 | 0.03% | 4,163 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $31.98万 | 0.03% | 4,735 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.69万 | 0.03% | 5,390 | -10,000 | -65.0% | -$60.65万 | 减仓 |
| SLB | SLB LIMITED | $32.91万 | 0.03% | 6,403 | 421 | 7.0% | $2.16万 | 加仓 |
| BX | BLACKSTONE INC | $33.99万 | 0.03% | 2,956 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $34.27万 | 0.03% | 1,001 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $35.02万 | 0.03% | 1,434 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $37.81万 | 0.04% | 34,154 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $38.68万 | 0.04% | 2,707 | 0 | 0.0% | — | 不变 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $39.66万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $40.86万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $42.74万 | 0.04% | 4,124 | -103,808 | -96.2% | -$1,075.84万 | 减仓 |
| TTD | THE TRADE DESK INC | $45.40万 | 0.04% | 20,008 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $48.53万 | 0.05% | 21,937 | -22,993 | -51.2% | -$50.86万 | 减仓 |
| SBUX | STARBUCKS CORP | $51.28万 | 0.05% | 5,724 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $53.36万 | 0.05% | 404 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $54.34万 | 0.05% | 36,250 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $55.17万 | 0.05% | 3,799 | 199 | 5.5% | $2.89万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $58.02万 | 0.05% | 112,216 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $58.59万 | 0.05% | 8,146 | 1,211 | 17.5% | $8.71万 | 加仓 |
| DE | DEERE & CO | $59.71万 | 0.06% | 1,060 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC | $60.07万 | 0.06% | 8,700 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $60.20万 | 0.06% | 4,730 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $66.75万 | 0.06% | 8,603 | -156 | -1.8% | -$1.21万 | 减仓 |
| — | EXXON MOBIL CORP | $67.76万 | 0.06% | 3,994 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $71.57万 | 0.07% | 2,001 | 0 | 0.0% | — | 不变 |
| — | BARON ETF TR | $71.58万 | 0.07% | 30,683 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $73.26万 | 0.07% | 6,380 | 6,380 | — | $73.26万 | 新建仓 |
| SHYG | ISHARES TR | $76.11万 | 0.07% | 17,989 | -916 | -4.8% | -$3.88万 | 减仓 |
| IVV | ISHARES TR | $76.16万 | 0.07% | 1,166 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $77.48万 | 0.07% | 12,692 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $78.16万 | 0.07% | 10,127 | 2 | 0.0% | $154 | 加仓 |
| WFC | WELLS FARGO & CO | $79.36万 | 0.07% | 9,968 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES TR | $79.41万 | 0.07% | 17,082 | -71 | -0.4% | -$3,301 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.58万 | 0.07% | 10,039 | -11 | -0.1% | -$872 | 减仓 |
| ARKK | ARK ETF TR | $82.80万 | 0.08% | 12,250 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $86.64万 | 0.08% | 942 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $88.87万 | 0.08% | 18,229 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $93.31万 | 0.09% | 3,015 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.45万 | 0.09% | 1,483 | -6 | -0.4% | -$3,902 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $105.10万 | 0.10% | 3,110 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $110.44万 | 0.10% | 6,333 | -2,161 | -25.4% | -$37.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $113.79万 | 0.11% | 1,345 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $118.62万 | 0.11% | 4,384 | 220 | 5.3% | $5.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $119.44万 | 0.11% | 4,277 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $126.60万 | 0.12% | 6,563 | 735 | 12.6% | $14.18万 | 加仓 |
| ATR | APTARGROUP INC | $132.59万 | 0.12% | 10,521 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $137.23万 | 0.13% | 9,266 | 10 | 0.1% | $1,481 | 加仓 |
| ORCL | ORACLE CORP | $137.46万 | 0.13% | 9,344 | 465 | 5.2% | $6.84万 | 加仓 |
| GLD | SPDR GOLD TR | $140.53万 | 0.13% | 3,266 | -275 | -7.8% | -$11.83万 | 减仓 |
| MRK | MERCK & CO INC | $145.77万 | 0.14% | 12,118 | -790 | -6.1% | -$9.50万 | 减仓 |
| TSLA | TESLA INC | $146.73万 | 0.14% | 3,947 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $149.88万 | 0.14% | 36,709 | 744 | 2.1% | $3.04万 | 加仓 |
| HD | HOME DEPOT INC | $195.43万 | 0.18% | 5,942 | 108 | 1.9% | $3.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $198.78万 | 0.19% | 3,978 | 72 | 1.8% | $3.60万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $219.19万 | 0.21% | 78,255 | 2,794 | 3.7% | $7.83万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $232.91万 | 0.22% | 46,610 | -116 | -0.2% | -$5,797 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $236.08万 | 0.22% | 51,445 | 595 | 1.2% | $2.73万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $236.24万 | 0.22% | 8,405 | -10 | -0.1% | -$2,811 | 减仓 |
| GOOG | ALPHABET INC | $251.28万 | 0.24% | 8,760 | 886 | 11.3% | $25.41万 | 加仓 |
| V | VISA INC | $312.70万 | 0.29% | 10,346 | 1,247 | 13.7% | $37.69万 | 加仓 |
| IEMG | ISHARES INC | $314.89万 | 0.30% | 45,146 | -109 | -0.2% | -$7,603 | 减仓 |
| PEP | PEPSICO INC | $330.75万 | 0.31% | 21,299 | 738 | 3.6% | $11.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $334.31万 | 0.31% | 22,854 | 733 | 3.3% | $10.72万 | 加仓 |