Cherokee Insurance Co
STERLING HEIGHTS MI · SEC CIK 0002077903
$2.59亿2026Q2 申报市值
124持仓数
35.1%前十大占比 · 第一大 6.0%
6 / 5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
FDXF 新建仓+$181.58万
TSCO 加仓+$47.41万
SPCX 新建仓+$42.72万
HD 加仓+$35.27万
AZO 加仓+$31.96万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$787.22万
MPC 减仓-$416.74万
MU 减仓-$207.77万
VLO 减仓-$182.31万
STX 减仓-$173.70万
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 |
|---|---|---|---|---|---|---|---|---|
| NUE | NUCOR CORP | $291.80万 | 1.13% | 13,100 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $295.60万 | 1.14% | 11,350 | -7,000 | -38.1% | -$182.31万 | 减仓 |
| PFE | PFIZER INC | $305.69万 | 1.18% | 126,947 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $315.81万 | 1.22% | 8,100 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $328.42万 | 1.27% | 53,176 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $329.86万 | 1.27% | 38,068 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $330.26万 | 1.27% | 6,600 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $333.25万 | 1.29% | 18,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $334.46万 | 1.29% | 16,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $402.33万 | 1.55% | 38,700 | -7,500 | -16.2% | -$77.97万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $413.76万 | 1.60% | 37,400 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $422.74万 | 1.63% | 115,000 | -5,000 | -4.2% | -$18.38万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $435.88万 | 1.68% | 170,000 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $530.72万 | 2.05% | 20,758 | -16,300 | -44.0% | -$416.74万 | 减仓 |
| AZO | AUTOZONE INC | $543.31万 | 2.10% | 1,700 | 100 | 6.2% | $31.96万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $550.53万 | 2.12% | 17,500 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $591.43万 | 2.28% | 88,300 | 3,000 | 3.5% | $20.09万 | 加仓 |
| UNP | UNION PAC CORP | $598.40万 | 2.31% | 22,000 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $618.44万 | 2.39% | 79,420 | -4,000 | -4.8% | -$31.15万 | 减仓 |
| UMH | UMH PPTYS INC | $628.56万 | 2.43% | 415,162 | 6,158 | 1.5% | $9.32万 | 加仓 |
| OKE | ONEOK INC NEW | $669.57万 | 2.58% | 77,015 | -1,500 | -1.9% | -$13.04万 | 减仓 |
| FDX | FEDEX CORP | $753.08万 | 2.91% | 24,050 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $776.81万 | 3.00% | 20,825 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $784.03万 | 3.03% | 47,299 | -8,000 | -14.5% | -$132.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $785.92万 | 3.03% | 24,010 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $870.20万 | 3.36% | 228,400 | 5,000 | 2.2% | $19.05万 | 加仓 |
| CSX | CSX CORP | $969.61万 | 3.74% | 204,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1,295.38万 | 5.00% | 10,800 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,559.65万 | 6.02% | 53,900 | 0 | 0.0% | — | 不变 |