Zuckerman Investment Group, LLC
CHICAGO IL · SEC CIK 0001423296
$11.83亿2026Q2 申报市值
139持仓数
39.5%前十大占比 · 第一大 9.4%
6 / 6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
CHWY 加仓+$1,341.31万
KKR 加仓+$737.26万
V 加仓+$732.67万
LULU 加仓+$568.96万
GPGI 加仓+$515.38万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$2,312.07万
ADBE 减仓-$414.32万
SGOV 减仓-$201.33万
BCO 清仓-$42.74万
COTERRA ENERGY I 清仓-$25.90万
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 |
|---|---|---|---|---|---|---|---|---|
| BCO | BRINKS CO | $0 | 0.00% | 0 | -4,124 | -100.0% | -$42.74万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,370 | -100.0% | -$25.90万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -14,317 | -100.0% | -$24.68万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,523 | -100.0% | -$21.23万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.86万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,282 | -100.0% | -$20.29万 | 清仓 |
| ORCL | ORACLE CORP 看涨期权 | $1.47万 | 0.00% | 100 | 100 | — | $1.47万 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $16.23万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.02万 | 0.02% | 5,446 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $20.54万 | 0.02% | 2,555 | 0 | 0.0% | — | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $20.77万 | 0.02% | 222 | 4 | 1.8% | $3,742 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $21.32万 | 0.02% | 5,159 | 5,159 | — | $21.32万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.42万 | 0.02% | 1,159 | 1,159 | — | $21.42万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $21.59万 | 0.02% | 820 | -30 | -3.5% | -$7,898 | 重新持有 |
| EOSE | EOS ENERGY ENTERPRISES INC | $22.77万 | 0.02% | 38,724 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $24.40万 | 0.02% | 732 | 732 | — | $24.40万 | 新建仓 |
| NVT | NVENT ELEC PLC | $24.54万 | 0.02% | 1,447 | 1,447 | — | $24.54万 | 新建仓 |
| NTR | NUTRIEN LTD | $24.80万 | 0.02% | 3,940 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $26.84万 | 0.02% | 34,154 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $26.95万 | 0.02% | 27,223 | -10,274 | -27.4% | -$10.17万 | 减仓 |
| HPQ | HP INC | $27.21万 | 0.02% | 12,400 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $27.56万 | 0.02% | 1,205 | 0 | 0.0% | — | 重新持有 |
| NVO | NOVO-NORDISK A S | $28.61万 | 0.02% | 5,967 | 15 | 0.3% | $719 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $29.28万 | 0.02% | 1,001 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $29.32万 | 0.02% | 2,457 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $29.77万 | 0.03% | 6,403 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.35万 | 0.03% | 3,740 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $30.41万 | 0.03% | 2,707 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $30.90万 | 0.03% | 906 | 906 | — | $30.90万 | 新建仓 |
| — | CANTON STRATEGIC HOLDINGS IN | $31.38万 | 0.03% | 111,273 | 64,300 | 136.9% | $18.13万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $31.44万 | 0.03% | 4,208 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $32.01万 | 0.03% | 2,023 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.67万 | 0.03% | 5,844 | 454 | 8.4% | $2.62万 | 加仓 |
| KO | COCA COLA CO | $33.83万 | 0.03% | 4,163 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $34.18万 | 0.03% | 2,485 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $35.21万 | 0.03% | 1,172 | -28 | -2.3% | -$8,413 | 减仓 |
| BX | BLACKSTONE INC | $35.27万 | 0.03% | 2,997 | 41 | 1.4% | $4,824 | 加仓 |
| TTD | THE TRADE DESK INC | $36.17万 | 0.03% | 20,008 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $36.51万 | 0.03% | 4,735 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $36.66万 | 0.03% | 1,434 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $39.59万 | 0.03% | 1,793 | 946 | 111.7% | $20.89万 | 重新持有 |
| CRWV | COREWEAVE INC | $39.82万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.20万 | 0.04% | 553 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $42.38万 | 0.04% | 14,250 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $50.80万 | 0.04% | 21,371 | -566 | -2.6% | -$1.35万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $53.08万 | 0.04% | 112,216 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $54.61万 | 0.05% | 3,994 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $54.77万 | 0.05% | 36,250 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $58.49万 | 0.05% | 5,724 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $59.52万 | 0.05% | 8,249 | 103 | 1.3% | $7,432 | 加仓 |
| J | JACOBS SOLUTIONS INC | $59.60万 | 0.05% | 4,730 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $61.51万 | 0.05% | 3,799 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC | $68.94万 | 0.06% | 8,700 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $70.75万 | 0.06% | 12,748 | 56 | 0.4% | $3,108 | 加仓 |
| INTC | INTEL CORP | $74.14万 | 0.06% | 5,310 | -186 | -3.4% | -$2.60万 | 减仓 |
| FTNT | FORTINET INC | $76.81万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $77.90万 | 0.07% | 1,228 | 168 | 15.8% | $10.66万 | 加仓 |
| ASML | ASML HLDG NV | $80.37万 | 0.07% | 404 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $82.38万 | 0.07% | 9,968 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $85.78万 | 0.07% | 2,013 | 12 | 0.6% | $5,113 | 加仓 |
| IVV | ISHARES TR | $90.17万 | 0.08% | 1,204 | 38 | 3.3% | $2.85万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $94.20万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $97.50万 | 0.08% | 7,089 | 709 | 11.1% | $9.75万 | 加仓 |
| ARKK | ARK ETF TR | $99.09万 | 0.08% | 12,261 | 11 | 0.1% | $889 | 加仓 |
| — | BARON ETF TR | $99.66万 | 0.08% | 30,683 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $102.09万 | 0.09% | 17,917 | -312 | -1.7% | -$1.78万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $106.38万 | 0.09% | 4,283 | 6 | 0.1% | $1,490 | 加仓 |
| LLY | ELI LILLY & CO | $112.99万 | 0.10% | 942 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $114.34万 | 0.10% | 3,027 | 12 | 0.4% | $4,533 | 加仓 |
| GLD | SPDR GOLD TR | $120.31万 | 0.10% | 3,266 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $122.21万 | 0.10% | 6,441 | -122 | -1.9% | -$2.31万 | 减仓 |
| ATR | APTARGROUP INC | $131.72万 | 0.11% | 10,521 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $134.61万 | 0.11% | 1,331 | -14 | -1.0% | -$1.42万 | 减仓 |
| TSLA | TESLA INC | $140.86万 | 0.12% | 3,349 | -598 | -15.2% | -$25.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.99万 | 0.12% | 1,888 | 405 | 27.3% | $30.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $143.70万 | 0.12% | 7,182 | 849 | 13.4% | $16.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $146.43万 | 0.12% | 9,266 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $147.03万 | 0.12% | 10,033 | 689 | 7.4% | $10.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $149.15万 | 0.13% | 3,123 | 13 | 0.4% | $6,208 | 加仓 |
| MRK | MERCK & CO INC | $154.67万 | 0.13% | 12,036 | -82 | -0.7% | -$1.05万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $163.87万 | 0.14% | 37,218 | 509 | 1.4% | $2.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $180.85万 | 0.15% | 4,351 | -33 | -0.8% | -$1.37万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $189.16万 | 0.16% | 7,795 | -610 | -7.3% | -$14.80万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $204.23万 | 0.17% | 3,976 | -2 | -0.1% | -$1,027 | 减仓 |
| HD | HOME DEPOT INC | $211.29万 | 0.18% | 5,991 | 49 | 0.8% | $1.73万 | 加仓 |
| SHYG | ISHARES TR | $211.51万 | 0.18% | 49,872 | 31,883 | 177.2% | $135.22万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $213.07万 | 0.18% | 27,779 | 17,652 | 174.3% | $135.39万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $214.82万 | 0.18% | 27,183 | 17,144 | 170.8% | $135.49万 | 加仓 |
| HYBB | ISHARES TR | $215.75万 | 0.18% | 46,130 | 29,048 | 170.1% | $135.86万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $230.43万 | 0.19% | 50,822 | -623 | -1.2% | -$2.82万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $242.09万 | 0.20% | 47,627 | 1,017 | 2.2% | $5.17万 | 加仓 |
| CSCO | CISCO SYS INC | $259.62万 | 0.22% | 22,103 | 13,500 | 156.9% | $158.57万 | 加仓 |
| PEP | PEPSICO INC | $284.75万 | 0.24% | 21,030 | -269 | -1.3% | -$3.64万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $284.93万 | 0.24% | 78,255 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $310.97万 | 0.26% | 26,654 | 3,800 | 16.6% | $44.33万 | 加仓 |
| GOOG | ALPHABET INC | $311.80万 | 0.26% | 8,825 | 65 | 0.7% | $2.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $348.24万 | 0.29% | 13,712 | -108 | -0.8% | -$2.74万 | 减仓 |
| IEMG | ISHARES INC | $369.76万 | 0.31% | 44,636 | -510 | -1.1% | -$4.22万 | 减仓 |
| — | BLOCK INC | $601.66万 | 0.51% | 6,363,000 | -44,000 | -0.7% | -$4.16万 | 减仓 |
| NFLX | NETFLIX INC. | $647.06万 | 0.55% | 90,624 | 1,032 | 1.2% | $7.37万 | 加仓 |