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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $29.05万 | 0.11% | 500 | 500 | — | $29.05万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $28.92万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $28.59万 | 0.11% | 800 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $27.36万 | 0.11% | 16,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.40万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $25.27万 | 0.10% | 600 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.14万 | 0.10% | 650 | 0 | 0.0% | — | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $25.01万 | 0.10% | 675 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $24.84万 | 0.10% | 12,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.76万 | 0.10% | 486 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $24.68万 | 0.10% | 2,600 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $24.52万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $23.83万 | 0.09% | 15,006 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $23.35万 | 0.09% | 2,500 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $22.96万 | 0.09% | 8,391 | -5,000 | -37.3% | -$13.68万 | 减仓 |
| MCO | MOODYS CORP | $22.65万 | 0.09% | 500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $22.17万 | 0.09% | 1,200 | 0 | 0.0% | — | 重新持有 |
| EQNR | EQUINOR ASA | $21.80万 | 0.08% | 6,944 | -12,000 | -63.3% | -$37.68万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $21.49万 | 0.08% | 1,316 | -644 | -32.9% | -$10.52万 | 减仓 |
| CVS | CVS HEALTH CORP | $20.69万 | 0.08% | 2,000 | 2,000 | — | $20.69万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $20.25万 | 0.08% | 1,000 | 1,000 | — | $20.25万 | 新建仓 |
| WNC | WABASH NATL CORP | $20.25万 | 0.08% | 15,000 | 15,000 | — | $20.25万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $15.11万 | 0.06% | 66,000 | 25,000 | 61.0% | $5.72万 | 加仓 |
| WEN | WENDYS CO | $8.29万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -46,400 | -100.0% | -$787.22万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -19,729 | -100.0% | -$143.59万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -12,700 | -100.0% | -$60.48万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,800 | -100.0% | -$20.47万 | 清仓 |
| — | DOUGLAS ELLIMAN INC | $0 | 0.00% | 0 | -25,590 | -100.0% | -$4.20万 | 清仓 |