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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $4,680.30万 | 0.09% | 389,637 | -1,900 | -0.5% | -$22.82万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE | $4,686.30万 | 0.09% | 1,038,852 | -13,136 | -1.2% | -$59.26万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $4,695.60万 | 0.09% | 54,723 | -3,319 | -5.7% | -$284.79万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $4,709.30万 | 0.09% | 233,586 | 1,070 | 0.5% | $21.57万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4,715.20万 | 0.09% | 113,540 | -2,000 | -1.7% | -$83.06万 | 减仓 |
| FLEX | FLEX LTD | $4,721.90万 | 0.09% | 291,351 | -23,273 | -7.4% | -$377.18万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $4,844.70万 | 0.09% | 1,817,204 | -49,031 | -2.6% | -$130.72万 | 减仓 |
| DAL | DELTA AIR LINES INC | $4,858.10万 | 0.09% | 518,695 | -103,682 | -16.7% | -$971.09万 | 减仓 |
| GWW | WW GRAINGER INC | $4,867.00万 | 0.09% | 35,776 | -5,197 | -12.7% | -$707.00万 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP | $4,923.30万 | 0.09% | 156,498 | -10,324 | -6.2% | -$324.78万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $4,926.40万 | 0.09% | 207,375 | -316 | -0.2% | -$7.51万 | 减仓 |
| O | REALTY INCOME CORP | $4,947.50万 | 0.09% | 798,492 | 94,646 | 13.4% | $586.43万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,957.30万 | 0.09% | 224,229 | 224,229 | — | $4,957.30万 | 新建仓 |
| ECL | ECOLAB INC | $4,987.30万 | 0.09% | 179,008 | -12,745 | -6.6% | -$355.09万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4,998.80万 | 0.09% | 1,171,238 | -34,011 | -2.8% | -$145.16万 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INC | $5,020.50万 | 0.09% | 224,229 | -291,283 | -56.5% | -$6,521.84万 | 减仓 |
| MCO | MOODY S CORP | $5,079.00万 | 0.09% | 112,138 | -12,421 | -10.0% | -$562.58万 | 减仓 |
| CRH | CRH PLC | $5,087.70万 | 0.09% | 475,489 | 18,602 | 4.1% | $199.04万 | 加仓 |
| AON | AON PLC CLASS A | $5,091.40万 | 0.09% | 153,500 | -1,800 | -1.2% | -$59.70万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,108.20万 | 0.09% | 414,929 | -8,167 | -1.9% | -$100.54万 | 减仓 |
| PSX | PHILLIPS 66 | $5,119.60万 | 0.09% | 302,844 | -28,161 | -8.5% | -$476.06万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $5,170.60万 | 0.10% | 37,404 | -1,999 | -5.1% | -$276.33万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC A | $5,213.40万 | 0.10% | 901,354 | -46,800 | -4.9% | -$270.69万 | 减仓 |
| DASH | DOORDASH INC A | $5,216.70万 | 0.10% | 282,700 | -10,493 | -3.6% | -$193.63万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $5,248.80万 | 0.10% | 84,178 | -1,948 | -2.3% | -$121.46万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $5,286.20万 | 0.10% | 135,582 | -11,130 | -7.6% | -$433.95万 | 减仓 |
| COHR | COHERENT CORP | $5,352.20万 | 0.10% | 135,682 | -1,441 | -1.1% | -$56.84万 | 减仓 |
| TGT | TARGET CORP | $5,355.90万 | 0.10% | 410,067 | -17,396 | -4.1% | -$227.21万 | 减仓 |
| ROST | ROSS STORES INC | $5,459.80万 | 0.10% | 256,511 | 18,736 | 7.9% | $398.79万 | 加仓 |
| MRSH | MARSH MCLENNAN COS | $5,474.70万 | 0.10% | 328,476 | -13,200 | -3.9% | -$220.00万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5,480.10万 | 0.10% | 597,743 | -61,949 | -9.4% | -$567.95万 | 减仓 |
| CIEN | CIENA CORP | $5,489.20万 | 0.10% | 111,896 | -12,850 | -10.3% | -$630.37万 | 减仓 |
| SLB | SLB LTD | $5,492.90万 | 0.10% | 1,181,533 | -60,009 | -4.8% | -$278.98万 | 减仓 |
| ALL | ALLSTATE CORP | $5,522.90万 | 0.10% | 232,114 | -18,716 | -7.5% | -$445.33万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS NV | $5,563.50万 | 0.10% | 197,968 | 3,706 | 1.9% | $104.15万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $5,563.70万 | 0.10% | 604,159 | -60,251 | -9.1% | -$554.85万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO/THE | $5,579.30万 | 0.10% | 162,038 | -6,089 | -3.6% | -$209.66万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | $5,600.60万 | 0.10% | 169,478 | -20,783 | -10.9% | -$686.80万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $5,620.00万 | 0.10% | 343,582 | -19,961 | -5.5% | -$326.50万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $5,628.60万 | 0.10% | 252,539 | -13,002 | -4.9% | -$289.79万 | 减仓 |
| TMUS | T MOBILE US INC | $5,643.50万 | 0.10% | 336,461 | -45,001 | -11.8% | -$754.81万 | 减仓 |
| URI | UNITED RENTALS INC | $5,657.10万 | 0.10% | 49,935 | -5,581 | -10.1% | -$632.27万 | 减仓 |
| EOG | EOG RESOURCES INC | $5,658.50万 | 0.10% | 436,178 | -35,127 | -7.5% | -$455.70万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $5,661.60万 | 0.10% | 42,503 | -1,869 | -4.2% | -$248.96万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,733.80万 | 0.11% | 112,579 | 83 | 0.1% | $4.23万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INC | $5,752.60万 | 0.11% | 29,025 | -1,640 | -5.3% | -$325.04万 | 减仓 |
| CI | THE CIGNA GROUP | $5,821.90万 | 0.11% | 211,184 | -6,546 | -3.0% | -$180.46万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP | $5,827.40万 | 0.11% | 606,268 | -30,907 | -4.9% | -$297.08万 | 减仓 |
| CME | CME GROUP INC | $5,845.70万 | 0.11% | 264,714 | -6,369 | -2.3% | -$140.65万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $5,848.60万 | 0.11% | 427,498 | -31,627 | -6.9% | -$432.69万 | 减仓 |
| INTU | INTUIT INC | $5,879.90万 | 0.11% | 225,282 | -11,180 | -4.7% | -$291.80万 | 减仓 |
| TER | TERADYNE INC | $5,897.10万 | 0.11% | 121,881 | -3,731 | -3.0% | -$180.52万 | 减仓 |
| MMM | 3M CO | $5,970.20万 | 0.11% | 368,735 | -26,745 | -6.8% | -$433.03万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $5,994.80万 | 0.11% | 418,775 | -16,796 | -3.9% | -$240.44万 | 减仓 |
| FDX | FEDEX CORP | $6,051.20万 | 0.11% | 193,249 | -15,863 | -7.6% | -$496.72万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL CL A | $6,070.90万 | 0.11% | 163,817 | -12,684 | -7.2% | -$470.06万 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC A | $6,108.30万 | 0.11% | 609,123 | -5,028 | -0.8% | -$50.42万 | 减仓 |
| UPS | UNITED PARCEL SERVICE CL B | $6,147.00万 | 0.11% | 571,815 | -21,813 | -3.7% | -$234.49万 | 减仓 |
| GM | GENERAL MOTORS CO | $6,151.40万 | 0.11% | 798,058 | -72,806 | -8.4% | -$561.19万 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $6,181.40万 | 0.11% | 194,671 | 1,297 | 0.7% | $41.18万 | 加仓 |
| VLO | VALERO ENERGY CORP | $6,188.20万 | 0.11% | 237,606 | 7,499 | 3.3% | $195.30万 | 加仓 |
| SPG | SIMON PROPERTY GROUP INC | $6,250.30万 | 0.12% | 279,466 | -9,593 | -3.3% | -$214.55万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $6,261.80万 | 0.12% | 244,918 | -12,297 | -4.8% | -$314.40万 | 减仓 |
| DDOG | DATADOG INC CLASS A | $6,279.10万 | 0.12% | 241,169 | -6,530 | -2.6% | -$170.02万 | 减仓 |
| TRV | TRAVELERS COS INC/THE | $6,290.80万 | 0.12% | 190,562 | -2,026 | -1.1% | -$66.88万 | 减仓 |
| SNPS | SYNOPSYS INC | $6,356.30万 | 0.12% | 142,495 | -2,646 | -1.8% | -$118.03万 | 减仓 |
| BX | BLACKSTONE INC | $6,359.80万 | 0.12% | 540,477 | -5,698 | -1.0% | -$67.05万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $6,384.70万 | 0.12% | 257,065 | 3,978 | 1.6% | $98.80万 | 加仓 |
| CSX | CSX CORP | $6,482.10万 | 0.12% | 1,363,787 | -42,913 | -3.1% | -$203.97万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $6,568.80万 | 0.12% | 293,314 | -2,669 | -0.9% | -$59.77万 | 减仓 |
| ACN | ACCENTURE PLC CL A | $6,619.90万 | 0.12% | 531,973 | -4,524 | -0.8% | -$56.30万 | 减仓 |
| WMB | WILLIAMS COS INC | $6,629.80万 | 0.12% | 891,821 | -2,800 | -0.3% | -$20.82万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,639.10万 | 0.12% | 454,388 | -10,041 | -2.2% | -$146.71万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $6,732.30万 | 0.12% | 174,083 | -9,314 | -5.1% | -$360.20万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $6,752.40万 | 0.12% | 1,073,682 | 2,219 | 0.2% | $13.96万 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $7,048.60万 | 0.13% | 286,274 | -128 | -0.0% | -$3.15万 | 减仓 |
| ADBE | ADOBE INC | $7,196.80万 | 0.13% | 351,030 | -25,704 | -6.8% | -$526.98万 | 减仓 |
| DUK | DUKE ENERGY CORP | $7,369.70万 | 0.14% | 582,217 | -67,707 | -10.4% | -$857.03万 | 减仓 |
| EQIX | EQUINIX INC | $7,452.30万 | 0.14% | 71,492 | 314 | 0.4% | $32.73万 | 加仓 |
| SO | SOUTHERN CO/THE | $7,459.60万 | 0.14% | 779,399 | -85,371 | -9.9% | -$817.08万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $7,527.80万 | 0.14% | 212,507 | -5,724 | -2.6% | -$202.77万 | 减仓 |
| MCK | MCKESSON CORP | $7,538.10万 | 0.14% | 99,763 | -2,231 | -2.2% | -$168.57万 | 减仓 |
| CMCSA | COMCAST CORP CLASS A | $7,601.00万 | 0.14% | 3,096,123 | -96,558 | -3.0% | -$237.05万 | 减仓 |
| CDNS | CADENCE DESIGN SYS INC | $7,692.10万 | 0.14% | 204,947 | -8,854 | -4.1% | -$332.31万 | 减仓 |
| NOW | SERVICENOW INC | $7,773.00万 | 0.14% | 782,938 | -30,554 | -3.8% | -$303.34万 | 减仓 |
| USB | US BANCORP | $7,793.20万 | 0.14% | 1,290,257 | -12,279 | -0.9% | -$74.17万 | 减仓 |
| FTNT | FORTINET INC | $7,814.90万 | 0.14% | 508,719 | -24,701 | -4.6% | -$379.45万 | 减仓 |
| SYK | STRYKER CORP | $7,817.80万 | 0.14% | 248,309 | -7,429 | -2.9% | -$233.90万 | 减仓 |
| MDT | MEDTRONIC PLC | $7,866.50万 | 0.15% | 1,005,562 | -50,047 | -4.7% | -$391.52万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $8,000.30万 | 0.15% | 162,886 | -3,581 | -2.2% | -$175.88万 | 减仓 |
| CMI | CUMMINS INC | $8,277.20万 | 0.15% | 116,056 | 524 | 0.5% | $37.37万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $8,393.80万 | 0.15% | 312,201 | -16,776 | -5.1% | -$451.04万 | 减仓 |
| SBUX | STARBUCKS CORP | $8,515.50万 | 0.16% | 833,303 | -49,233 | -5.6% | -$503.11万 | 减仓 |
| DHR | DANAHER CORP | $8,525.30万 | 0.16% | 447,567 | -33,021 | -6.9% | -$628.99万 | 减仓 |
| PWR | QUANTA SERVICES INC | $8,588.70万 | 0.16% | 119,281 | -1,560 | -1.3% | -$112.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $8,656.50万 | 0.16% | 169,916 | -8,067 | -4.5% | -$410.98万 | 减仓 |
| CB | CHUBB LTD | $8,712.40万 | 0.16% | 255,690 | -15,993 | -5.9% | -$544.95万 | 减仓 |
| NEM | NEWMONT CORP | $8,935.50万 | 0.16% | 956,690 | -47,349 | -4.7% | -$442.24万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $9,153.20万 | 0.17% | 632,955 | -59,481 | -8.6% | -$860.16万 | 减仓 |
| PLD | PROLOGIS INC | $9,223.00万 | 0.17% | 680,814 | -24,771 | -3.5% | -$335.57万 | 减仓 |