NEW YORK STATE TEACHERS RETIREMENT SYSTEM
ALBANY NY · SEC CIK 0000314969
$541.68亿2026Q2 申报市值
1,631持仓数
33.5%前十大占比 · 第一大 6.9%
72 / 65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
MRVL 新建仓+$1.85亿
HONA 新建仓+$4,957.30万
CCL 新建仓+$2,514.70万
VEEV 加仓+$1,488.26万
DVN 加仓+$1,423.46万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2.02亿
AAPL 减仓-$1.67亿
MSFT 减仓-$1.12亿
AMZN 减仓-$7,714.66万
GOOGL 减仓-$7,509.20万
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 |
|---|---|---|---|---|---|---|---|---|
| WYNN | WYNN RESORTS LTD | $669.30万 | 0.01% | 68,939 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATIONAL CORP | $671.00万 | 0.01% | 189,805 | -1,864 | -1.0% | -$6.59万 | 减仓 |
| CVLT | COMMVAULT SYSTEMS INC | $672.70万 | 0.01% | 47,464 | -1,351 | -2.8% | -$19.15万 | 减仓 |
| GKOS | GLAUKOS CORP | $674.20万 | 0.01% | 48,243 | 1,871 | 4.0% | $26.15万 | 加仓 |
| GDDY | GODADDY INC CLASS A | $676.50万 | 0.01% | 79,704 | -5,402 | -6.3% | -$45.85万 | 减仓 |
| WCC | WESCO INTERNATIONAL INC | $677.00万 | 0.01% | 19,599 | -702 | -3.5% | -$24.25万 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $677.60万 | 0.01% | 20,544 | 449 | 2.2% | $14.81万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $677.70万 | 0.01% | 67,050 | 661 | 1.0% | $6.68万 | 加仓 |
| MTG | MGIC INVESTMENT CORP | $677.80万 | 0.01% | 240,346 | -44,047 | -15.5% | -$124.22万 | 减仓 |
| UGI | UGI CORP | $679.70万 | 0.01% | 196,799 | -15,753 | -7.4% | -$54.41万 | 减仓 |
| ETSY | ETSY INC | $681.80万 | 0.01% | 90,503 | -1,813 | -2.0% | -$13.66万 | 减仓 |
| JBTM | JBT MAREL CORP | $681.90万 | 0.01% | 47,029 | 5,855 | 14.2% | $84.89万 | 加仓 |
| MIDD | MIDDLEBY CORP | $683.20万 | 0.01% | 39,718 | -6,887 | -14.8% | -$118.47万 | 减仓 |
| WH | WYNDHAM HOTELS RESORTS INC | $683.60万 | 0.01% | 81,183 | 2,455 | 3.1% | $20.67万 | 加仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY | $688.30万 | 0.01% | 230,583 | 352 | 0.2% | $1.05万 | 加仓 |
| GME | GAMESTOP CORP CLASS A | $694.60万 | 0.01% | 314,601 | 8,946 | 2.9% | $19.75万 | 加仓 |
| LAD | LITHIA MOTORS INC | $695.40万 | 0.01% | 23,939 | -5,507 | -18.7% | -$159.97万 | 减仓 |
| ATR | APTARGROUP INC | $698.90万 | 0.01% | 55,826 | -282 | -0.5% | -$3.53万 | 减仓 |
| IDCC | INTERDIGITAL INC | $699.00万 | 0.01% | 24,689 | -3,754 | -13.2% | -$106.28万 | 减仓 |
| DVA | DAVITA INC | $704.40万 | 0.01% | 31,661 | -6,283 | -16.6% | -$139.79万 | 减仓 |
| MSA | MSA SAFETY INC | $704.90万 | 0.01% | 40,376 | 3,403 | 9.2% | $59.41万 | 加仓 |
| ARMK | ARAMARK | $705.90万 | 0.01% | 124,065 | 4,405 | 3.7% | $25.06万 | 加仓 |
| HSIC | HENRY SCHEIN INC | $707.20万 | 0.01% | 84,669 | -14,609 | -14.7% | -$122.02万 | 减仓 |
| HQY | HEALTHEQUITY INC | $708.20万 | 0.01% | 78,409 | -5,489 | -6.5% | -$49.58万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HOLDIN | $708.60万 | 0.01% | 335,675 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDUSTRIAL REALTY IN | $715.10万 | 0.01% | 213,475 | 2,268 | 1.1% | $7.60万 | 加仓 |
| AGX | ARGAN INC | $717.30万 | 0.01% | 8,982 | 1,043 | 13.1% | $83.29万 | 加仓 |
| AVT | AVNET INC | $718.40万 | 0.01% | 80,880 | -733 | -0.9% | -$6.51万 | 减仓 |
| KLIC | KULICKE SOFFA INDUSTRIES | $719.60万 | 0.01% | 53,801 | -20,395 | -27.5% | -$272.79万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $720.80万 | 0.01% | 32,035 | -995 | -3.0% | -$22.39万 | 减仓 |
| AIR | AAR CORP | $722.90万 | 0.01% | 50,578 | 3,235 | 6.8% | $46.24万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $724.60万 | 0.01% | 139,473 | -25,612 | -15.5% | -$133.06万 | 减仓 |
| OC | OWENS CORNING | $724.70万 | 0.01% | 45,588 | 2,662 | 6.2% | $42.32万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $728.60万 | 0.01% | 59,208 | 1,075 | 1.8% | $13.23万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $729.00万 | 0.01% | 49,082 | -8,039 | -14.1% | -$119.40万 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $729.00万 | 0.01% | 86,194 | 3,326 | 4.0% | $28.13万 | 加仓 |
| RAL | RALLIANT CORP | $729.30万 | 0.01% | 99,054 | -5,938 | -5.7% | -$43.72万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $730.70万 | 0.01% | 113,670 | -1,743 | -1.5% | -$11.20万 | 减仓 |
| LNTH | LANTHEUS HOLDINGS INC | $735.90万 | 0.01% | 66,330 | -5,426 | -7.6% | -$60.20万 | 减仓 |
| IT | GARTNER INC | $738.40万 | 0.01% | 56,965 | -600 | -1.0% | -$7.78万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $743.40万 | 0.01% | 101,787 | 1,338 | 1.3% | $9.77万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $744.10万 | 0.01% | 85,579 | -17,942 | -17.3% | -$156.00万 | 减仓 |
| AGCO | AGCO CORP | $747.70万 | 0.01% | 62,468 | 750 | 1.2% | $8.98万 | 加仓 |
| NJR | NEW JERSEY RESOURCES CORP | $748.20万 | 0.01% | 133,516 | 10,673 | 8.7% | $59.81万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $748.90万 | 0.01% | 156,648 | -12,100 | -7.2% | -$57.85万 | 减仓 |
| EMN | EASTMAN CHEMICAL CO | $756.00万 | 0.01% | 112,876 | -11,459 | -9.2% | -$76.75万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $758.10万 | 0.01% | 84,723 | -3,570 | -4.0% | -$31.94万 | 减仓 |
| TTEK | TETRA TECH INC | $759.90万 | 0.01% | 263,019 | -1,648 | -0.6% | -$4.76万 | 减仓 |
| HWC | HANCOCK WHITNEY CORP | $760.80万 | 0.01% | 101,826 | -5,940 | -5.5% | -$44.38万 | 减仓 |
| PIPR | PIPER SANDLER COS | $763.90万 | 0.01% | 105,594 | 4,870 | 4.8% | $35.23万 | 加仓 |
| TNL | TRAVEL LEISURE CO | $766.50万 | 0.01% | 100,282 | -1,053 | -1.0% | -$8.05万 | 减仓 |
| GBCI | GLACIER BANCORP INC | $769.00万 | 0.01% | 149,098 | 4,152 | 2.9% | $21.41万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $769.60万 | 0.01% | 338,281 | -2,402 | -0.7% | -$5.46万 | 减仓 |
| SANM | SANMINA CORP | $775.10万 | 0.01% | 30,625 | -4,290 | -12.3% | -$108.58万 | 减仓 |
| PLXS | PLEXUS CORP | $777.70万 | 0.01% | 25,865 | -8,223 | -24.1% | -$247.25万 | 减仓 |
| AVY | AVERY DENNISON CORP | $779.60万 | 0.01% | 48,017 | -10,336 | -17.7% | -$167.81万 | 减仓 |
| PINS | PINTEREST INC CLASS A | $780.00万 | 0.01% | 370,900 | -59,401 | -13.8% | -$124.92万 | 减仓 |
| DT | DYNATRACE INC | $781.60万 | 0.01% | 178,000 | 9,055 | 5.4% | $39.76万 | 加仓 |
| DPZ | DOMINO S PIZZA INC | $782.00万 | 0.01% | 26,417 | -5,562 | -17.4% | -$164.65万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $783.60万 | 0.01% | 115,581 | -10,040 | -8.0% | -$68.07万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $789.00万 | 0.01% | 39,191 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $792.60万 | 0.01% | 50,472 | 2,486 | 5.2% | $39.04万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $798.10万 | 0.01% | 41,000 | 2,364 | 6.1% | $46.02万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $801.80万 | 0.01% | 102,441 | -5,204 | -4.8% | -$40.73万 | 减仓 |
| BAX | BAXTER INTERNATIONAL INC | $802.40万 | 0.01% | 376,368 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $803.90万 | 0.01% | 55,331 | 1,585 | 2.9% | $23.03万 | 加仓 |
| FRT | FEDERAL REALTY INVS TRUST | $804.60万 | 0.01% | 65,184 | 7,480 | 13.0% | $92.33万 | 加仓 |
| DOCU | DOCUSIGN INC | $805.30万 | 0.01% | 181,294 | -3,317 | -1.8% | -$14.73万 | 减仓 |
| GMED | GLOBUS MEDICAL INC A | $807.50万 | 0.01% | 102,208 | -1,283 | -1.2% | -$10.14万 | 减仓 |
| THG | HANOVER INSURANCE GROUP INC/ | $809.70万 | 0.01% | 37,813 | -1,179 | -3.0% | -$25.25万 | 减仓 |
| NNN | NNN REIT INC | $814.40万 | 0.02% | 175,025 | -11,143 | -6.0% | -$51.85万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $816.10万 | 0.02% | 149,419 | -5,226 | -3.4% | -$28.54万 | 减仓 |
| MTCH | MATCH GROUP INC | $816.10万 | 0.02% | 214,481 | -14,002 | -6.1% | -$53.28万 | 减仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $817.10万 | 0.02% | 35,513 | 1,103 | 3.2% | $25.38万 | 加仓 |
| HAS | HASBRO INC | $821.70万 | 0.02% | 99,486 | 4,461 | 4.7% | $36.85万 | 加仓 |
| MXL | MAXLINEAR INC | $826.60万 | 0.02% | 64,565 | 6,392 | 11.0% | $81.83万 | 加仓 |
| APG | API GROUP CORP | $832.10万 | 0.02% | 196,492 | 12,624 | 6.9% | $53.46万 | 加仓 |
| FOX | FOX CORP CLASS B | $832.70万 | 0.02% | 177,772 | -1,909 | -1.1% | -$8.94万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $833.20万 | 0.02% | 59,832 | 887 | 1.5% | $12.35万 | 加仓 |
| FLR | FLUOR CORP | $834.90万 | 0.02% | 159,370 | 1,779 | 1.1% | $9.32万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $837.40万 | 0.02% | 38,712 | -11,352 | -22.7% | -$245.56万 | 减仓 |
| EAT | BRINKER INTERNATIONAL INC | $839.60万 | 0.02% | 49,978 | -2,929 | -5.5% | -$49.21万 | 减仓 |
| ACM | AECOM | $843.20万 | 0.02% | 120,802 | 475 | 0.4% | $3.32万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $844.10万 | 0.02% | 130,968 | 2,476 | 1.9% | $15.96万 | 加仓 |
| ZION | ZIONS BANCORP NA | $844.70万 | 0.02% | 122,079 | 4,327 | 3.7% | $29.94万 | 加仓 |
| SJM | JM SMUCKER CO/THE | $849.00万 | 0.02% | 75,471 | 0 | 0.0% | — | 不变 |
| ADC | AGREE REALTY CORP | $849.90万 | 0.02% | 112,214 | 1,560 | 1.4% | $11.82万 | 加仓 |
| GLPI | GAMING AND LEISURE PROPERTIE | $853.00万 | 0.02% | 191,555 | -3,436 | -1.8% | -$15.30万 | 减仓 |
| SNEX | STONEX GROUP INC | $860.90万 | 0.02% | 72,654 | 5,119 | 7.6% | $60.66万 | 加仓 |
| VICR | VICOR CORP | $868.60万 | 0.02% | 22,872 | -64 | -0.3% | -$2.43万 | 减仓 |
| ARW | ARROW ELECTRONICS INC | $870.60万 | 0.02% | 40,795 | 3,065 | 8.1% | $65.41万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $870.80万 | 0.02% | 306,823 | -66,759 | -17.9% | -$189.47万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $871.10万 | 0.02% | 67,792 | -4,420 | -6.1% | -$56.80万 | 减仓 |
| LYB | LYONDELLBASELL INDU CL A | $878.40万 | 0.02% | 166,836 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $882.60万 | 0.02% | 20,956 | 137 | 0.7% | $5.77万 | 加仓 |
| SEIC | SEI INVESTMENTS COMPANY | $891.10万 | 0.02% | 101,601 | -6,983 | -6.4% | -$61.24万 | 减仓 |
| CRL | CHARLES RIVER LABORATORIES | $893.60万 | 0.02% | 39,403 | -1,300 | -3.2% | -$29.48万 | 减仓 |
| HL | HECLA MINING CO | $903.40万 | 0.02% | 585,497 | 23,391 | 4.2% | $36.09万 | 加仓 |
| CTRE | CARETRUST REIT INC | $904.00万 | 0.02% | 224,051 | -2,418 | -1.1% | -$9.76万 | 减仓 |
| ENVA | ENOVA INTERNATIONAL INC | $905.50万 | 0.02% | 37,613 | -5,122 | -12.0% | -$123.31万 | 减仓 |