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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $1.11亿 | 9.41% | 332,438 | -69,054 | -17.2% | -$2,312.07万 | 减仓 |
| GOOGL | ALPHABET INC | $5,795.75万 | 4.90% | 162,178 | -353 | -0.2% | -$12.62万 | 减仓 |
| ICLR | ICON PUB LTD CO | $5,114.70万 | 4.33% | 294,439 | 13,447 | 4.8% | $233.59万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $4,420.69万 | 3.74% | 98,024 | 10,784 | 12.4% | $486.34万 | 加仓 |
| KKR | KKR & CO INC | $3,573.64万 | 3.02% | 389,370 | 80,329 | 26.0% | $737.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,570.21万 | 3.02% | 95,711 | 12,229 | 14.6% | $456.17万 | 加仓 |
| MCK | MCKESSON CORP | $3,324.18万 | 2.81% | 43,994 | 2,362 | 5.7% | $178.47万 | 加仓 |
| AAPL | APPLE INC | $3,271.94万 | 2.77% | 113,075 | 12,117 | 12.0% | $350.62万 | 加仓 |
| ABBV | ABBVIE INC | $3,266.39万 | 2.76% | 129,804 | -334 | -0.3% | -$8.40万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,185.08万 | 2.69% | 533,604 | -366 | -0.1% | -$2.18万 | 减仓 |
| CRM | SALESFORCE INC | $3,097.54万 | 2.62% | 197,724 | 5,891 | 3.1% | $92.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,043.13万 | 2.57% | 427,105 | 28 | 0.0% | $1,995 | 加仓 |
| GPGI | GPGI INC | $3,033.51万 | 2.57% | 1,913,886 | 325,164 | 20.5% | $515.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,948.82万 | 2.49% | 58,930 | 890 | 1.5% | $44.54万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2,827.07万 | 2.39% | 124,645 | 609 | 0.5% | $13.81万 | 加仓 |
| AMZN | AMAZON COM INC | $2,407.26万 | 2.04% | 101,001 | 1,255 | 1.3% | $29.91万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $2,406.26万 | 2.03% | 288,106 | -452 | -0.2% | -$3.78万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $2,356.68万 | 1.99% | 1,877,833 | -17,369 | -0.9% | -$21.80万 | 减仓 |
| CHWY | CHEWY INC | $2,310.53万 | 1.95% | 1,175,841 | 682,603 | 138.4% | $1,341.31万 | 加仓 |
| META | META PLATFORMS INC | $2,293.19万 | 1.94% | 40,711 | -361 | -0.9% | -$20.33万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $2,249.83万 | 1.90% | 80,842 | 675 | 0.8% | $18.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,090.19万 | 1.77% | 30,433 | 481 | 1.6% | $33.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,021.89万 | 1.71% | 27 | 6 | 28.6% | $449.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,957.61万 | 1.66% | 59,805 | -356 | -0.6% | -$11.65万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,949.90万 | 1.65% | 89,261 | 1,147 | 1.3% | $25.06万 | 加仓 |
| PNR | PENTAIR PLC | $1,813.20万 | 1.53% | 236,525 | 112 | 0.0% | $8,586 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $1,768.31万 | 1.50% | 122,349 | -333 | -0.3% | -$4.81万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,753.88万 | 1.48% | 116,824 | -380 | -0.3% | -$5.70万 | 减仓 |
| OIH | VANECK ETF TRUST | $1,717.42万 | 1.45% | 46,163 | -477 | -1.0% | -$17.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,466.73万 | 1.24% | 182,044 | 868 | 0.5% | $6.99万 | 加仓 |
| SGOV | ISHARES TR | $1,452.99万 | 1.23% | 144,332 | -19,999 | -12.2% | -$201.33万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1,433.06万 | 1.21% | 125,509 | 49,830 | 65.8% | $568.96万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,269.90万 | 1.07% | 104,587 | 528 | 0.5% | $6.41万 | 加仓 |
| DIS | DISNEY WALT CO | $1,212.11万 | 1.03% | 125,933 | -781 | -0.6% | -$7.52万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,148.69万 | 0.97% | 100,401 | 320 | 0.3% | $3.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,112.33万 | 0.94% | 122,584 | -1,217 | -1.0% | -$11.04万 | 减仓 |
| IWF | ISHARES TR | $1,108.53万 | 0.94% | 89,275 | 2,291 | 2.6% | $28.45万 | 加仓 |
| V | VISA INC | $1,087.64万 | 0.92% | 31,701 | 21,355 | 206.4% | $732.67万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $994.75万 | 0.84% | 19,841 | 755 | 4.0% | $37.85万 | 加仓 |
| PTLO | PORTILLOS INC | $971.56万 | 0.82% | 2,049,697 | -12,427 | -0.6% | -$5.89万 | 减仓 |
| IUSV | ISHARES TR | $951.57万 | 0.80% | 86,389 | -2,146 | -2.4% | -$23.64万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $896.19万 | 0.76% | 167,168 | -1,957 | -1.2% | -$10.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $756.13万 | 0.64% | 51,564 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $703.26万 | 0.59% | 9,550 | 438 | 4.8% | $32.25万 | 加仓 |
| ADBE | ADOBE INC | $674.95万 | 0.57% | 32,921 | -20,209 | -38.0% | -$414.32万 | 减仓 |
| NFLX | NETFLIX INC. | $647.06万 | 0.55% | 90,624 | 1,032 | 1.2% | $7.37万 | 加仓 |
| — | BLOCK INC | $601.66万 | 0.51% | 6,363,000 | -44,000 | -0.7% | -$4.16万 | 减仓 |
| IEMG | ISHARES INC | $369.76万 | 0.31% | 44,636 | -510 | -1.1% | -$4.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $348.24万 | 0.29% | 13,712 | -108 | -0.8% | -$2.74万 | 减仓 |
| GOOG | ALPHABET INC | $311.80万 | 0.26% | 8,825 | 65 | 0.7% | $2.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $310.97万 | 0.26% | 26,654 | 3,800 | 16.6% | $44.33万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $284.93万 | 0.24% | 78,255 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $284.75万 | 0.24% | 21,030 | -269 | -1.3% | -$3.64万 | 减仓 |
| CSCO | CISCO SYS INC | $259.62万 | 0.22% | 22,103 | 13,500 | 156.9% | $158.57万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $242.09万 | 0.20% | 47,627 | 1,017 | 2.2% | $5.17万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $230.43万 | 0.19% | 50,822 | -623 | -1.2% | -$2.82万 | 减仓 |
| HYBB | ISHARES TR | $215.75万 | 0.18% | 46,130 | 29,048 | 170.1% | $135.86万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $214.82万 | 0.18% | 27,183 | 17,144 | 170.8% | $135.49万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $213.07万 | 0.18% | 27,779 | 17,652 | 174.3% | $135.39万 | 加仓 |
| SHYG | ISHARES TR | $211.51万 | 0.18% | 49,872 | 31,883 | 177.2% | $135.22万 | 加仓 |
| HD | HOME DEPOT INC | $211.29万 | 0.18% | 5,991 | 49 | 0.8% | $1.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $204.23万 | 0.17% | 3,976 | -2 | -0.1% | -$1,027 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $189.16万 | 0.16% | 7,795 | -610 | -7.3% | -$14.80万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $180.85万 | 0.15% | 4,351 | -33 | -0.8% | -$1.37万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $163.87万 | 0.14% | 37,218 | 509 | 1.4% | $2.24万 | 加仓 |
| MRK | MERCK & CO INC | $154.67万 | 0.13% | 12,036 | -82 | -0.7% | -$1.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $149.15万 | 0.13% | 3,123 | 13 | 0.4% | $6,208 | 加仓 |
| ORCL | ORACLE CORP | $147.03万 | 0.12% | 10,033 | 689 | 7.4% | $10.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $146.43万 | 0.12% | 9,266 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $143.70万 | 0.12% | 7,182 | 849 | 13.4% | $16.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.99万 | 0.12% | 1,888 | 405 | 27.3% | $30.24万 | 加仓 |
| TSLA | TESLA INC | $140.86万 | 0.12% | 3,349 | -598 | -15.2% | -$25.15万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $134.61万 | 0.11% | 1,331 | -14 | -1.0% | -$1.42万 | 减仓 |
| ATR | APTARGROUP INC | $131.72万 | 0.11% | 10,521 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $122.21万 | 0.10% | 6,441 | -122 | -1.9% | -$2.31万 | 减仓 |
| GLD | SPDR GOLD TR | $120.31万 | 0.10% | 3,266 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $114.34万 | 0.10% | 3,027 | 12 | 0.4% | $4,533 | 加仓 |
| LLY | ELI LILLY & CO | $112.99万 | 0.10% | 942 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $106.38万 | 0.09% | 4,283 | 6 | 0.1% | $1,490 | 加仓 |
| BAC | BANK OF AMER CORP | $102.09万 | 0.09% | 17,917 | -312 | -1.7% | -$1.78万 | 减仓 |
| — | BARON ETF TR | $99.66万 | 0.08% | 30,683 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $99.09万 | 0.08% | 12,261 | 11 | 0.1% | $889 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $97.50万 | 0.08% | 7,089 | 709 | 11.1% | $9.75万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $94.20万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $90.17万 | 0.08% | 1,204 | 38 | 3.3% | $2.85万 | 加仓 |
| ETN | EATON CORP PLC | $85.78万 | 0.07% | 2,013 | 12 | 0.6% | $5,113 | 加仓 |
| WFC | WELLS FARGO & CO | $82.38万 | 0.07% | 9,968 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $80.37万 | 0.07% | 404 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $77.90万 | 0.07% | 1,228 | 168 | 15.8% | $10.66万 | 加仓 |
| FTNT | FORTINET INC | $76.81万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $74.14万 | 0.06% | 5,310 | -186 | -3.4% | -$2.60万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $70.75万 | 0.06% | 12,748 | 56 | 0.4% | $3,108 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $68.94万 | 0.06% | 8,700 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $61.51万 | 0.05% | 3,799 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $59.60万 | 0.05% | 4,730 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $59.52万 | 0.05% | 8,249 | 103 | 1.3% | $7,432 | 加仓 |
| SBUX | STARBUCKS CORP | $58.49万 | 0.05% | 5,724 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $54.77万 | 0.05% | 36,250 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $54.61万 | 0.05% | 3,994 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $53.08万 | 0.04% | 112,216 | 0 | 0.0% | — | 不变 |