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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,559.65万 | 6.02% | 53,900 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1,295.38万 | 5.00% | 10,800 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $969.61万 | 3.74% | 204,000 | 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 |
| JPM | JPMORGAN CHASE & CO | $785.92万 | 3.03% | 24,010 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $784.03万 | 3.03% | 47,299 | -8,000 | -14.5% | -$132.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $776.81万 | 3.00% | 20,825 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $753.08万 | 2.91% | 24,050 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $669.57万 | 2.58% | 77,015 | -1,500 | -1.9% | -$13.04万 | 减仓 |
| UMH | UMH PPTYS INC | $628.56万 | 2.43% | 415,162 | 6,158 | 1.5% | $9.32万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $618.44万 | 2.39% | 79,420 | -4,000 | -4.8% | -$31.15万 | 减仓 |
| UNP | UNION PAC CORP | $598.40万 | 2.31% | 22,000 | 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 |
| NSC | NORFOLK SOUTHN CORP | $550.53万 | 2.12% | 17,500 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $543.31万 | 2.10% | 1,700 | 100 | 6.2% | $31.96万 | 加仓 |
| MPC | MARATHON PETE CORP | $530.72万 | 2.05% | 20,758 | -16,300 | -44.0% | -$416.74万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $435.88万 | 1.68% | 170,000 | 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 |
| ED | CONSOLIDATED EDISON INC | $413.76万 | 1.60% | 37,400 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $402.33万 | 1.55% | 38,700 | -7,500 | -16.2% | -$77.97万 | 减仓 |
| MS | MORGAN STANLEY | $334.46万 | 1.29% | 16,000 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $333.25万 | 1.29% | 18,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $330.26万 | 1.27% | 6,600 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $329.86万 | 1.27% | 38,068 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $328.42万 | 1.27% | 53,176 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $315.81万 | 1.22% | 8,100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $305.69万 | 1.18% | 126,947 | 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 |
| NUE | NUCOR CORP | $291.80万 | 1.13% | 13,100 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $276.87万 | 1.07% | 2,600 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $270.07万 | 1.04% | 66,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $261.18万 | 1.01% | 15,450 | -2,700 | -14.9% | -$45.64万 | 减仓 |
| META | META PLATFORMS INC | $253.48万 | 0.98% | 4,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $251.64万 | 0.97% | 10,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $241.07万 | 0.93% | 5,800 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $238.78万 | 0.92% | 5,000 | -510 | -9.3% | -$24.36万 | 减仓 |
| MO | ALTRIA GROUP INC | $238.44万 | 0.92% | 33,139 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $234.70万 | 0.91% | 16,230 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $231.51万 | 0.89% | 10,500 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $207.77万 | 0.80% | 1,800 | -1,800 | -50.0% | -$207.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $205.22万 | 0.79% | 15,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $202.65万 | 0.78% | 2,100 | -1,800 | -46.2% | -$173.70万 | 减仓 |
| HD | HOME DEPOT INC | $201.03万 | 0.78% | 5,700 | 1,000 | 21.3% | $35.27万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $188.20万 | 0.73% | 9,100 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $186.30万 | 0.72% | 14,498 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $181.58万 | 0.70% | 12,025 | 12,025 | — | $181.58万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $177.21万 | 0.68% | 10,169 | 100 | 1.0% | $1.74万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $176.32万 | 0.68% | 30,600 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $159.10万 | 0.61% | 14,800 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $156.88万 | 0.61% | 33,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $136.47万 | 0.53% | 21,700 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $135.44万 | 0.52% | 10,700 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $131.81万 | 0.51% | 41,700 | 15,000 | 56.2% | $47.41万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $128.80万 | 0.50% | 13,545 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $123.46万 | 0.48% | 5,700 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $120.14万 | 0.46% | 5,550 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $120.05万 | 0.46% | 6,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $118.29万 | 0.46% | 37,000 | -8,000 | -17.8% | -$25.58万 | 减仓 |
| AZN | ASTRAZENECA PLC | $113.77万 | 0.44% | 6,000 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $110.81万 | 0.43% | 12,760 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $109.64万 | 0.42% | 4,600 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $107.32万 | 0.41% | 9,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $106.74万 | 0.41% | 5,900 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $102.89万 | 0.40% | 24,300 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $102.64万 | 0.40% | 5,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $100.33万 | 0.39% | 12,939 | -12,500 | -49.1% | -$96.92万 | 减仓 |
| GOOG | ALPHABET INC | $98.93万 | 0.38% | 2,800 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $97.74万 | 0.38% | 7,000 | -12,000 | -63.2% | -$167.56万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $97.50万 | 0.38% | 2,250 | -2,250 | -50.0% | -$97.50万 | 减仓 |
| WMT | WALMART INC | $95.14万 | 0.37% | 8,400 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $85.75万 | 0.33% | 7,300 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $85.22万 | 0.33% | 10,960 | -10,000 | -47.7% | -$77.76万 | 减仓 |
| SO | SOUTHERN CO | $84.22万 | 0.33% | 8,800 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $76.70万 | 0.30% | 2,600 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $66.57万 | 0.26% | 2,300 | -2,000 | -46.5% | -$57.89万 | 减仓 |
| ETR | ENTERGY CORP NEW | $64.32万 | 0.25% | 5,600 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $61.87万 | 0.24% | 11,413 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $58.88万 | 0.23% | 1,400 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $58.80万 | 0.23% | 49,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $57.06万 | 0.22% | 800 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $54.85万 | 0.21% | 3,500 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $48.97万 | 0.19% | 2,600 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $48.66万 | 0.19% | 1,800 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $47.78万 | 0.18% | 31,396 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $47.55万 | 0.18% | 10,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $43.28万 | 0.17% | 2,091 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $42.72万 | 0.16% | 2,500 | 2,500 | — | $42.72万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $42.15万 | 0.16% | 6,999 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $41.80万 | 0.16% | 11,500 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $41.64万 | 0.16% | 11,400 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $37.18万 | 0.14% | 28,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $36.41万 | 0.14% | 9,854 | -10,000 | -50.4% | -$36.95万 | 减仓 |
| PLD | PROLOGIS INC. | $36.10万 | 0.14% | 2,665 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $35.03万 | 0.14% | 8,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $33.32万 | 0.13% | 4,100 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $32.83万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $31.72万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $30.82万 | 0.12% | 3,700 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $30.77万 | 0.12% | 7,213 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $29.96万 | 0.12% | 13,000 | 0 | 0.0% | — | 不变 |