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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC | $40.86万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $39.66万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $38.68万 | 0.04% | 2,707 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $37.81万 | 0.04% | 34,154 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $35.02万 | 0.03% | 1,434 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $34.27万 | 0.03% | 1,001 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $33.99万 | 0.03% | 2,956 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $32.91万 | 0.03% | 6,403 | 421 | 7.0% | $2.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.69万 | 0.03% | 5,390 | -10,000 | -65.0% | -$60.65万 | 减仓 |
| IJH | ISHARES TR | $31.98万 | 0.03% | 4,735 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $31.66万 | 0.03% | 4,163 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $30.99万 | 0.03% | 14,250 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $30.99万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.27万 | 0.03% | 3,740 | 3,740 | — | $30.27万 | 新建仓 |
| IWM | ISHARES TR | $29.76万 | 0.03% | 1,200 | -43 | -3.5% | -$1.07万 | 减仓 |
| NTR | NUTRIEN LTD | $29.73万 | 0.03% | 3,940 | 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 |
| IVW | ISHARES TR | $28.11万 | 0.03% | 2,485 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $26.76万 | 0.03% | 4,208 | -125 | -2.9% | -$7,949 | 减仓 |
| — | COTERRA ENERGY INC | $25.90万 | 0.02% | 7,370 | 7,370 | — | $25.90万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $25.84万 | 0.02% | 2,023 | 332 | 19.6% | $4.24万 | 加仓 |
| KVUE | KENVUE INC | $24.68万 | 0.02% | 14,317 | -921,774 | -98.5% | -$1,589.10万 | 减仓 |
| INTC | INTEL CORP | $24.25万 | 0.02% | 5,496 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $23.82万 | 0.02% | 12,400 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $23.66万 | 0.02% | 2,457 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $21.87万 | 0.02% | 5,952 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $21.72万 | 0.02% | 218 | -2 | -0.9% | -$1,993 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.59万 | 0.02% | 553 | 553 | — | $21.59万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.23万 | 0.02% | 1,523 | 1,523 | — | $21.23万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.86万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.61万 | 0.02% | 5,446 | 5,446 | — | $20.61万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.29万 | 0.02% | 5,282 | 630 | 13.5% | $2.42万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $19.21万 | 0.02% | 38,724 | 23,403 | 152.8% | $11.61万 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $15.60万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | CANTON STRATEGIC HOLDINGS IN | $15.36万 | 0.01% | 46,973 | 46,973 | — | $15.36万 | 新建仓 |
| 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 |