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 |
|---|---|---|---|---|---|---|---|---|
| CSWC | CAPITAL SOUTHWEST CORP | $50.80万 | 0.04% | 21,371 | -566 | -2.6% | -$1.35万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $42.38万 | 0.04% | 14,250 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.20万 | 0.04% | 553 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $39.82万 | 0.03% | 4,000 | 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 |
| MPC | MARATHON PETE CORP | $36.66万 | 0.03% | 1,434 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $36.51万 | 0.03% | 4,735 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $36.17万 | 0.03% | 20,008 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $35.27万 | 0.03% | 2,997 | 41 | 1.4% | $4,824 | 加仓 |
| IWM | ISHARES TR | $35.21万 | 0.03% | 1,172 | -28 | -2.3% | -$8,413 | 减仓 |
| IVW | ISHARES TR | $34.18万 | 0.03% | 2,485 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $33.83万 | 0.03% | 4,163 | 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 |
| XBI | SPDR SERIES TRUST | $32.01万 | 0.03% | 2,023 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $31.44万 | 0.03% | 4,208 | 0 | 0.0% | — | 不变 |
| — | CANTON STRATEGIC HOLDINGS IN | $31.38万 | 0.03% | 111,273 | 64,300 | 136.9% | $18.13万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $30.90万 | 0.03% | 906 | 906 | — | $30.90万 | 新建仓 |
| SII | SPROTT INC | $30.41万 | 0.03% | 2,707 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.35万 | 0.03% | 3,740 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $29.77万 | 0.03% | 6,403 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $29.32万 | 0.02% | 2,457 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $29.28万 | 0.02% | 1,001 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $28.61万 | 0.02% | 5,967 | 15 | 0.3% | $719 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $27.56万 | 0.02% | 1,205 | 0 | 0.0% | — | 重新持有 |
| HPQ | HP INC | $27.21万 | 0.02% | 12,400 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $26.95万 | 0.02% | 27,223 | -10,274 | -27.4% | -$10.17万 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $26.84万 | 0.02% | 34,154 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $24.80万 | 0.02% | 3,940 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $24.54万 | 0.02% | 1,447 | 1,447 | — | $24.54万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $24.40万 | 0.02% | 732 | 732 | — | $24.40万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $22.77万 | 0.02% | 38,724 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $21.59万 | 0.02% | 820 | -30 | -3.5% | -$7,898 | 重新持有 |
| QCOM | QUALCOMM INC | $21.42万 | 0.02% | 1,159 | 1,159 | — | $21.42万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $21.32万 | 0.02% | 5,159 | 5,159 | — | $21.32万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.77万 | 0.02% | 222 | 4 | 1.8% | $3,742 | 加仓 |
| DEO | DIAGEO PLC | $20.54万 | 0.02% | 2,555 | 0 | 0.0% | — | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.02万 | 0.02% | 5,446 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $16.23万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP 看涨期权 | $1.47万 | 0.00% | 100 | 100 | — | $1.47万 | 新建仓 |
| 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 |