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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,367.93万 | 5.19% | 53,900 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $1,144.14万 | 4.34% | 55,299 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $993.35万 | 3.77% | 10,800 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $904.88万 | 3.43% | 37,058 | -4,500 | -10.8% | -$109.88万 | 减仓 |
| FDX | FEDEX CORP | $856.61万 | 3.25% | 24,050 | -1,000 | -4.0% | -$35.62万 | 减仓 |
| CSX | CSX CORP | $837.42万 | 3.18% | 204,000 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $797.54万 | 3.03% | 223,400 | 5,000 | 2.3% | $17.85万 | 加仓 |
| — | EXXON MOBIL CORP | $787.22万 | 2.99% | 46,400 | -2,000 | -4.1% | -$33.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $770.88万 | 2.93% | 20,825 | 600 | 3.0% | $22.21万 | 加仓 |
| OKE | ONEOK INC NEW | $709.70万 | 2.69% | 78,515 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $706.28万 | 2.68% | 24,010 | 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 |
| COP | CONOCOPHILLIPS | $609.84万 | 2.31% | 46,200 | 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 |
| AZO | AUTOZONE INC | $540.44万 | 2.05% | 1,600 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $533.76万 | 2.03% | 22,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $502.25万 | 1.91% | 17,500 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $480.33万 | 1.82% | 83,420 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $454.08万 | 1.72% | 120,000 | 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 |
| ED | CONSOLIDATED EDISON INC | $423.29万 | 1.61% | 37,400 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $386.92万 | 1.47% | 170,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $383.32万 | 1.45% | 8,100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $356.47万 | 1.35% | 126,947 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $330.66万 | 1.26% | 18,150 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $316.27万 | 1.20% | 6,600 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $310.92万 | 1.18% | 53,176 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $299.44万 | 1.14% | 38,068 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $283.23万 | 1.08% | 18,000 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $263.34万 | 1.00% | 66,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $263.31万 | 1.00% | 16,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $257.46万 | 0.98% | 4,500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $248.09万 | 0.94% | 10,500 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $236.58万 | 0.90% | 25,439 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $221.52万 | 0.84% | 13,100 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $218.68万 | 0.83% | 33,139 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $217.49万 | 0.83% | 10,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $196.62万 | 0.75% | 15,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $192.54万 | 0.73% | 16,230 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $190.69万 | 0.72% | 20,960 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $186.21万 | 0.71% | 5,510 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $185.59万 | 0.70% | 30,600 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $184.20万 | 0.70% | 2,600 | -650 | -20.0% | -$46.05万 | 减仓 |
| MRK | MERCK & CO INC | $174.40万 | 0.66% | 14,498 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $173.25万 | 0.66% | 10,069 | -1,899 | -15.9% | -$32.67万 | 减仓 |
| FE | FIRSTENERGY CORP | $167.18万 | 0.63% | 33,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $156.94万 | 0.60% | 5,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $154.58万 | 0.59% | 4,700 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $152.79万 | 0.58% | 3,900 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $150.88万 | 0.57% | 45,000 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $145.88万 | 0.55% | 9,100 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $145.60万 | 0.55% | 14,800 | 1,000 | 7.2% | $9.84万 | 加仓 |
| WMB | WILLIAMS COS INC | $143.59万 | 0.55% | 19,729 | -5,000 | -20.2% | -$36.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $140.11万 | 0.53% | 10,700 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $127.55万 | 0.48% | 21,700 | -5,000 | -18.7% | -$29.39万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.99万 | 0.46% | 24,300 | 10,000 | 69.9% | $50.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $121.62万 | 0.46% | 3,600 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $120.95万 | 0.46% | 26,700 | 2,000 | 8.1% | $9.06万 | 加仓 |
| AZN | ASTRAZENECA PLC | $118.33万 | 0.45% | 6,000 | 6,000 | — | $118.33万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $111.73万 | 0.42% | 13,545 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $111.38万 | 0.42% | 5,700 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $110.46万 | 0.42% | 5,550 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $104.64万 | 0.40% | 6,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $104.40万 | 0.40% | 8,400 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $97.55万 | 0.37% | 5,900 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $97.28万 | 0.37% | 5,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $96.15万 | 0.36% | 4,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $95.80万 | 0.36% | 4,600 | 1,000 | 27.8% | $20.83万 | 加仓 |
| BP | BP PLC | $93.31万 | 0.35% | 19,854 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $92.49万 | 0.35% | 9,000 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $91.12万 | 0.35% | 4,300 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $88.44万 | 0.34% | 12,760 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $84.94万 | 0.32% | 8,800 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $83.85万 | 0.32% | 19,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $80.32万 | 0.30% | 2,800 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $79.94万 | 0.30% | 18,944 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $70.80万 | 0.27% | 2,600 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $62.92万 | 0.24% | 5,600 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $61.79万 | 0.23% | 11,413 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $60.48万 | 0.23% | 12,700 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $56.64万 | 0.21% | 7,300 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $56.06万 | 0.21% | 49,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $55.94万 | 0.21% | 1,800 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $55.77万 | 0.21% | 13,391 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $53.46万 | 0.20% | 3,500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $52.05万 | 0.20% | 1,400 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $46.66万 | 0.18% | 10,000 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $43.93万 | 0.17% | 11,500 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $43.18万 | 0.16% | 2,600 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $43.04万 | 0.16% | 800 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $36.38万 | 0.14% | 6,999 | -1,700 | -19.5% | -$8.84万 | 减仓 |
| PLD | PROLOGIS INC. | $35.23万 | 0.13% | 2,665 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.79万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $34.75万 | 0.13% | 7,213 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $33.83万 | 0.13% | 2,091 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $32.65万 | 0.12% | 31,396 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $32.15万 | 0.12% | 12,000 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $31.50万 | 0.12% | 16,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $31.18万 | 0.12% | 4,100 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $30.05万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |