Cherokee Insurance Co
STERLING HEIGHTS MI · SEC CIK 0002077903
$2.63亿2026Q1 申报市值
121持仓数
34.8%前十大占比 · 第一大 5.2%
3 / 1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
AZN 新建仓+$118.33万
VZ 加仓+$50.20万
Q 新建仓+$22.61万
MSFT 加仓+$22.21万
SAIA 新建仓+$21.08万
2026Q1 卖出最多 按季末市值估算
VLO 减仓-$111.19万
AZN 清仓-$110.32万
MPC 减仓-$109.88万
CAT 减仓-$46.05万
WMB 减仓-$36.39万
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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $356.47万 | 1.35% | 126,947 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $383.32万 | 1.45% | 8,100 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $386.92万 | 1.47% | 170,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $423.29万 | 1.61% | 37,400 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $453.39万 | 1.72% | 18,350 | -4,500 | -19.7% | -$111.19万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $454.08万 | 1.72% | 120,000 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $480.33万 | 1.82% | 83,420 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $502.25万 | 1.91% | 17,500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $533.76万 | 2.03% | 22,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $540.44万 | 2.05% | 1,600 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $590.19万 | 2.24% | 409,004 | 13,280 | 3.4% | $19.16万 | 加仓 |
| COP | CONOCOPHILLIPS | $609.84万 | 2.31% | 46,200 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $651.01万 | 2.47% | 85,300 | 2,000 | 2.4% | $15.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $706.28万 | 2.68% | 24,010 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $709.70万 | 2.69% | 78,515 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $770.88万 | 2.93% | 20,825 | 600 | 3.0% | $22.21万 | 加仓 |
| — | EXXON MOBIL CORP | $787.22万 | 2.99% | 46,400 | -2,000 | -4.1% | -$33.93万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $797.54万 | 3.03% | 223,400 | 5,000 | 2.3% | $17.85万 | 加仓 |
| CSX | CSX CORP | $837.42万 | 3.18% | 204,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $856.61万 | 3.25% | 24,050 | -1,000 | -4.0% | -$35.62万 | 减仓 |
| MPC | MARATHON PETE CORP | $904.88万 | 3.43% | 37,058 | -4,500 | -10.8% | -$109.88万 | 减仓 |
| LLY | ELI LILLY & CO | $993.35万 | 3.77% | 10,800 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $1,144.14万 | 4.34% | 55,299 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,367.93万 | 5.19% | 53,900 | 0 | 0.0% | — | 不变 |