CINCINNATI INSURANCE CO
FAIRFIELD OH · SEC CIK 0001279885
$69.41亿2026Q2 申报市值
64持仓数
46.4%前十大占比 · 第一大 9.3%
1 / 0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
HONA 新建仓+$2,708.23万
TMO 加仓+$1,743.08万
MA 加仓+$1,027.20万
XYL 加仓+$1,018.97万
SSB 加仓+$999.00万
2026Q2 卖出最多 按季末市值估算
LAM RESEARCH ORD 减仓-$2.39亿
CMI 减仓-$1.09亿
JPM 减仓-$5,669.72万
HON 减仓-$2,742.78万
AJG 减仓-$2,041.06万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | HL ACQUISITION, INC., DBA HOSTA | $58.70万 | 0.01% | 20,103 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP CL A ORD | $660.28万 | 0.10% | 29,900 | 0 | 0.0% | — | 不变 |
| T | AT&T ORD | $1,662.21万 | 0.24% | 803,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS ORD | $1,716.04万 | 0.25% | 405,301 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER REIT | $1,864.70万 | 0.27% | 114,000 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS REIT | $2,275.90万 | 0.33% | 168,000 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES ORD | $2,416.29万 | 0.35% | 543,352 | -350,302 | -39.2% | -$1,557.79万 | 减仓 |
| CMCSA | COMCAST CL A ORD | $2,547.06万 | 0.37% | 1,037,500 | -565,500 | -35.3% | -$1,388.30万 | 减仓 |
| MRSH | MARSH ORD | $2,683.39万 | 0.39% | 161,000 | -114,766 | -41.6% | -$1,912.80万 | 减仓 |
| HONA | HONEYWELL AEROSPACE ORD | $2,708.23万 | 0.39% | 122,500 | 122,500 | — | $2,708.23万 | 新建仓 |
| HON | HONEYWELL INTERNATIONAL ORD | $2,742.78万 | 0.40% | 122,500 | -122,500 | -50.0% | -$2,742.78万 | 减仓 |
| SSB | SOUTHSTATE BANK ORD | $2,899.84万 | 0.42% | 290,274 | 100,000 | 52.6% | $999.00万 | 加仓 |
| PNW | PINNACLE WEST ORD | $3,176.17万 | 0.46% | 296,838 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNIING ORD | $3,369.95万 | 0.49% | 212,000 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J GALLAGHER ORD | $3,612.83万 | 0.52% | 157,374 | -88,908 | -36.1% | -$2,041.06万 | 减仓 |
| XYL | XYLEM ORD | $3,802.82万 | 0.55% | 321,700 | 86,200 | 36.6% | $1,018.97万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING ORD | $4,054.61万 | 0.58% | 181,050 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CL A ORD | $4,125.95万 | 0.59% | 370,672 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD CL A ORD | $4,160.16万 | 0.60% | 81,000 | 20,000 | 32.8% | $1,027.20万 | 加仓 |
| NEE | NEXTERA ENERGY ORD | $4,309.51万 | 0.62% | 491,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL ORD | $4,385.89万 | 0.63% | 242,435 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES CL A ORD | $4,663.03万 | 0.67% | 885,666 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON ORD | $4,985.74万 | 0.72% | 123,900 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL ORD | $5,025.32万 | 0.72% | 436,567 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE ORD | $5,959.50万 | 0.86% | 725,000 | 0 | 0.0% | — | 不变 |
| ADC | AGREE REALTY REIT ORD | $5,979.67万 | 0.86% | 789,500 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY ORD | $6,539.80万 | 0.94% | 717,083 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL CL A ORD | $6,706.55万 | 0.97% | 1,159,500 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN ORD | $6,744.81万 | 0.97% | 214,400 | -2,600 | -1.2% | -$81.79万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC ORD | $7,067.52万 | 1.02% | 140,967 | 34,767 | 32.7% | $1,743.08万 | 加仓 |
| ACN | ACCENTURE CL A ORD | $7,662.58万 | 1.10% | 615,765 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM ORD | $7,899.77万 | 1.14% | 427,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT ORD | $7,986.30万 | 1.15% | 226,446 | 0 | 0.0% | — | 不变 |
| DOV | DOVER ORD | $8,271.00万 | 1.19% | 368,780 | 0 | 0.0% | — | 不变 |
| MMM | 3M ORD | $8,446.84万 | 1.22% | 521,700 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO ORD | $8,646.91万 | 1.25% | 1,046,968 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE ORD | $8,928.52万 | 1.29% | 1,647,025 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GRP ORD | $9,147.23万 | 1.32% | 220,081 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY ORD | $9,285.68万 | 1.34% | 356,538 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY ORD | $1.01亿 | 1.45% | 794,816 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES ORD | $1.05亿 | 1.51% | 1,157,200 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S ORD | $1.05亿 | 1.51% | 389,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON ORD | $1.05亿 | 1.52% | 635,961 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL ORD | $1.07亿 | 1.54% | 3,545,893 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK ORD | $1.11亿 | 1.60% | 115,800 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP ORD | $1.14亿 | 1.65% | 978,300 | 0 | 0.0% | — | 不变 |
| RPM | RPM ORD | $1.15亿 | 1.65% | 1,033,303 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE ORD | $1.22亿 | 1.75% | 420,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP ORD | $1.26亿 | 1.82% | 2,091,500 | -108,000 | -4.9% | -$652.32万 | 减仓 |
| AVGO | BROADCOM ORD | $1.29亿 | 1.86% | 342,500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS ORD | $1.38亿 | 1.98% | 469,232 | 0 | 0.0% | — | 不变 |
| TJX | TJX ORD | $1.46亿 | 2.10% | 963,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE ORD | $1.51亿 | 2.17% | 1,027,504 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS ORD | $1.57亿 | 2.26% | 1,334,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $1.60亿 | 2.31% | 1,172,200 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO ORD | $1.68亿 | 2.42% | 1,240,500 | 0 | 0.0% | — | 不变 |
| RTX | RTX ORD | $2.13亿 | 3.07% | 1,121,916 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES ORD | $2.24亿 | 3.23% | 564,614 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON ORD | $2.71亿 | 3.90% | 1,066,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS ORD | $3.05亿 | 4.40% | 427,800 | -153,300 | -26.4% | -$1.09亿 | 减仓 |
| ABBV | ABBVIE ORD | $3.54亿 | 5.09% | 1,405,200 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE ORD | $4.38亿 | 6.31% | 1,338,978 | -173,211 | -11.5% | -$5,669.72万 | 减仓 |
| MSFT | MICROSOFT ORD | $4.42亿 | 6.36% | 1,183,997 | 0 | 0.0% | — | 不变 |
| — | LAM RESEARCH ORD | $6.43亿 | 9.26% | 1,483,770 | -551,000 | -27.1% | -$2.39亿 | 减仓 |