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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $1.01亿 | 9.43% | 401,492 | -245,056 | -37.9% | -$6,140.62万 | 减仓 |
| GOOGL | ALPHABET INC | $4,673.73万 | 4.38% | 162,531 | 2,479 | 1.5% | $71.29万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $4,560.12万 | 4.28% | 87,240 | -18,616 | -17.6% | -$973.08万 | 减仓 |
| MCK | MCKESSON CORP | $3,602.65万 | 3.38% | 41,632 | -6,372 | -13.3% | -$551.40万 | 减仓 |
| CRM | SALESFORCE INC | $3,580.95万 | 3.36% | 191,833 | 122,290 | 175.8% | $2,282.79万 | 加仓 |
| ICLR | ICON PLC | $3,109.46万 | 2.92% | 280,992 | 125,349 | 80.5% | $1,387.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,090.27万 | 2.90% | 83,482 | 14,474 | 21.0% | $535.79万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,886.11万 | 2.71% | 533,970 | 16,325 | 3.2% | $88.24万 | 加仓 |
| KKR | KKR & CO INC | $2,858.63万 | 2.68% | 309,041 | 82,271 | 36.3% | $761.01万 | 加仓 |
| ABBV | ABBVIE INC | $2,830.37万 | 2.65% | 130,138 | 1,654 | 1.3% | $35.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,781.30万 | 2.61% | 58,040 | 244 | 0.4% | $11.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,736.71万 | 2.57% | 427,077 | 11,852 | 2.9% | $75.95万 | 加仓 |
| GPGI | GPGI INC | $2,716.71万 | 2.55% | 1,588,722 | -6,751 | -0.4% | -$11.54万 | 减仓 |
| AAPL | APPLE INC | $2,562.21万 | 2.40% | 100,958 | 4,277 | 4.4% | $108.55万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2,459.50万 | 2.31% | 124,036 | 1,736 | 1.4% | $34.42万 | 加仓 |
| META | META PLATFORMS INC | $2,349.88万 | 2.20% | 41,072 | 656 | 1.6% | $37.53万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $2,126.67万 | 1.99% | 288,558 | 715 | 0.2% | $5.27万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $2,088.98万 | 1.96% | 80,167 | 307 | 0.4% | $8.00万 | 加仓 |
| AMZN | AMAZON COM INC | $2,077.41万 | 1.95% | 99,746 | 2,567 | 2.6% | $53.46万 | 加仓 |
| PNR | PENTAIR PLC | $2,059.40万 | 1.93% | 236,413 | 626 | 0.3% | $5.45万 | 加仓 |
| VDE | VANGUARD WORLD FD | $2,028.11万 | 1.90% | 117,204 | -222 | -0.2% | -$3.84万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $1,991.13万 | 1.87% | 122,682 | 165 | 0.1% | $2.68万 | 加仓 |
| OIH | VANECK ETF TRUST | $1,885.25万 | 1.77% | 46,640 | 91 | 0.2% | $3.68万 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $1,840.24万 | 1.73% | 1,895,202 | 33,679 | 1.8% | $32.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,789.79万 | 1.68% | 29,952 | 1,169 | 4.1% | $69.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,769.70万 | 1.66% | 60,161 | -832 | -1.4% | -$24.47万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,746.78万 | 1.64% | 88,114 | 3,149 | 3.7% | $62.43万 | 加仓 |
| SGOV | ISHARES TR | $1,654.16万 | 1.55% | 164,331 | 164,331 | — | $1,654.16万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,508.09万 | 1.41% | 21 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,332.18万 | 1.25% | 100,081 | 1,900 | 1.9% | $25.29万 | 加仓 |
| CHWY | CHEWY INC | $1,331.74万 | 1.25% | 493,238 | 21,657 | 4.6% | $58.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,300.76万 | 1.22% | 45,294 | 2,677 | 6.3% | $76.88万 | 加仓 |
| ADBE | ADOBE INC | $1,291.48万 | 1.21% | 53,130 | 22,934 | 76.0% | $557.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,271.06万 | 1.19% | 123,801 | 1,626 | 1.3% | $16.69万 | 加仓 |
| DIS | DISNEY WALT CO | $1,221.27万 | 1.15% | 126,714 | 2,980 | 2.4% | $28.72万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1,158.65万 | 1.09% | 75,679 | 841 | 1.1% | $12.88万 | 加仓 |
| PTLO | PORTILLOS INC | $1,090.86万 | 1.02% | 2,062,124 | 98,374 | 5.0% | $52.04万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,042.36万 | 0.98% | 104,059 | 727 | 0.7% | $7.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $938.13万 | 0.88% | 19,086 | 17,486 | 1,092.9% | $859.49万 | 加仓 |
| IWF | ISHARES TR | $927.25万 | 0.87% | 21,746 | 1,740 | 8.7% | $74.19万 | 加仓 |
| IUSV | ISHARES TR | $905.27万 | 0.85% | 88,535 | 5,479 | 6.6% | $56.02万 | 加仓 |
| NFLX | NETFLIX INC. | $861.43万 | 0.81% | 89,592 | 89,592 | — | $861.43万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $834.97万 | 0.78% | 169,125 | -538 | -0.3% | -$2.66万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $744.79万 | 0.70% | 51,564 | 182 | 0.4% | $2.63万 | 加仓 |
| — | BLOCK INC | $602.18万 | 0.56% | 6,407,000 | 2,321,000 | 56.8% | $218.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $525.93万 | 0.49% | 9,112 | -115 | -1.2% | -$6.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $337.82万 | 0.32% | 13,820 | -24 | -0.2% | -$5,867 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $334.31万 | 0.31% | 22,854 | 733 | 3.3% | $10.72万 | 加仓 |
| PEP | PEPSICO INC | $330.75万 | 0.31% | 21,299 | 738 | 3.6% | $11.46万 | 加仓 |
| IEMG | ISHARES INC | $314.89万 | 0.30% | 45,146 | -109 | -0.2% | -$7,603 | 减仓 |
| V | VISA INC | $312.70万 | 0.29% | 10,346 | 1,247 | 13.7% | $37.69万 | 加仓 |
| GOOG | ALPHABET INC | $251.28万 | 0.24% | 8,760 | 886 | 11.3% | $25.41万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $236.24万 | 0.22% | 8,405 | -10 | -0.1% | -$2,811 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $236.08万 | 0.22% | 51,445 | 595 | 1.2% | $2.73万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $232.91万 | 0.22% | 46,610 | -116 | -0.2% | -$5,797 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $219.19万 | 0.21% | 78,255 | 2,794 | 3.7% | $7.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $198.78万 | 0.19% | 3,978 | 72 | 1.8% | $3.60万 | 加仓 |
| HD | HOME DEPOT INC | $195.43万 | 0.18% | 5,942 | 108 | 1.9% | $3.55万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $149.88万 | 0.14% | 36,709 | 744 | 2.1% | $3.04万 | 加仓 |
| TSLA | TESLA INC | $146.73万 | 0.14% | 3,947 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $145.77万 | 0.14% | 12,118 | -790 | -6.1% | -$9.50万 | 减仓 |
| GLD | SPDR GOLD TR | $140.53万 | 0.13% | 3,266 | -275 | -7.8% | -$11.83万 | 减仓 |
| ORCL | ORACLE CORP | $137.46万 | 0.13% | 9,344 | 465 | 5.2% | $6.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $137.23万 | 0.13% | 9,266 | 10 | 0.1% | $1,481 | 加仓 |
| ATR | APTARGROUP INC | $132.59万 | 0.12% | 10,521 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $126.60万 | 0.12% | 6,563 | 735 | 12.6% | $14.18万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $119.44万 | 0.11% | 4,277 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $118.62万 | 0.11% | 4,384 | 220 | 5.3% | $5.95万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $113.79万 | 0.11% | 1,345 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $110.44万 | 0.10% | 6,333 | -2,161 | -25.4% | -$37.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $105.10万 | 0.10% | 3,110 | 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 |
| AVGO | BROADCOM INC | $93.31万 | 0.09% | 3,015 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $88.87万 | 0.08% | 18,229 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $86.64万 | 0.08% | 942 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $82.80万 | 0.08% | 12,250 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.58万 | 0.07% | 10,039 | -11 | -0.1% | -$872 | 减仓 |
| HYBB | ISHARES TR | $79.41万 | 0.07% | 17,082 | -71 | -0.4% | -$3,301 | 减仓 |
| WFC | WELLS FARGO & CO | $79.36万 | 0.07% | 9,968 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $78.16万 | 0.07% | 10,127 | 2 | 0.0% | $154 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $77.48万 | 0.07% | 12,692 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $76.16万 | 0.07% | 1,166 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $76.11万 | 0.07% | 17,989 | -916 | -4.8% | -$3.88万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $73.26万 | 0.07% | 6,380 | 6,380 | — | $73.26万 | 新建仓 |
| — | BARON ETF TR | $71.58万 | 0.07% | 30,683 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $71.57万 | 0.07% | 2,001 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $67.76万 | 0.06% | 3,994 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $66.75万 | 0.06% | 8,603 | -156 | -1.8% | -$1.21万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $60.20万 | 0.06% | 4,730 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC | $60.07万 | 0.06% | 8,700 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $59.71万 | 0.06% | 1,060 | 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 |
| ACHR | ARCHER AVIATION INC | $58.02万 | 0.05% | 112,216 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $55.17万 | 0.05% | 3,799 | 199 | 5.5% | $2.89万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $54.34万 | 0.05% | 36,250 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $53.36万 | 0.05% | 404 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $51.28万 | 0.05% | 5,724 | 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 |
| TTD | THE TRADE DESK INC | $45.40万 | 0.04% | 20,008 | 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 |