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 |
|---|---|---|---|---|---|---|---|---|
| ICUI | ICU MEDICAL INC | $409.70万 | 0.01% | 27,945 | 654 | 2.4% | $9.59万 | 加仓 |
| EPAM | EPAM SYSTEMS INC | $409.90万 | 0.01% | 51,652 | 4,166 | 8.8% | $33.06万 | 加仓 |
| SKYW | SKYWEST INC | $410.50万 | 0.01% | 41,331 | -5,189 | -11.2% | -$51.54万 | 减仓 |
| CG | CARLYLE GROUP INC/THE | $410.90万 | 0.01% | 97,586 | 8,418 | 9.4% | $35.45万 | 加仓 |
| ITRI | ITRON INC | $413.80万 | 0.01% | 47,818 | -13,370 | -21.9% | -$115.70万 | 减仓 |
| TDC | TERADATA CORP | $414.80万 | 0.01% | 119,709 | -14,203 | -10.6% | -$49.21万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $415.20万 | 0.01% | 340,873 | -11,241 | -3.2% | -$13.69万 | 减仓 |
| CE | CELANESE CORP | $417.10万 | 0.01% | 90,666 | -12,351 | -12.0% | -$56.82万 | 减仓 |
| POST | POST HOLDINGS INC | $418.00万 | 0.01% | 47,360 | -6,024 | -11.3% | -$53.17万 | 减仓 |
| G | GENPACT LTD | $422.60万 | 0.01% | 153,664 | -2,029 | -1.3% | -$5.58万 | 减仓 |
| THO | THOR INDUSTRIES INC | $422.80万 | 0.01% | 56,258 | -148 | -0.3% | -$1.11万 | 减仓 |
| MCY | MERCURY GENERAL CORP | $423.40万 | 0.01% | 39,715 | 7 | 0.0% | $746 | 加仓 |
| PHIN | PHINIA INC | $423.80万 | 0.01% | 51,453 | -3,142 | -5.8% | -$25.88万 | 减仓 |
| BF/B | BROWN FORMAN CORP CLASS B | $424.60万 | 0.01% | 159,307 | -555 | -0.3% | -$1.48万 | 减仓 |
| AWR | AMERICAN STATES WATER CO | $424.80万 | 0.01% | 51,413 | -9,410 | -15.5% | -$77.75万 | 减仓 |
| UE | URBAN EDGE PROPERTIES | $424.90万 | 0.01% | 185,722 | 4,004 | 2.2% | $9.16万 | 加仓 |
| CLF | CLEVELAND CLIFFS INC | $426.10万 | 0.01% | 453,772 | 19,141 | 4.4% | $17.97万 | 加仓 |
| HASI | HA SUSTAINABLE INFRASTRUCTUR | $426.40万 | 0.01% | 109,200 | 4,085 | 3.9% | $15.95万 | 加仓 |
| PTEN | PATTERSON UTI ENERGY INC | $426.70万 | 0.01% | 464,771 | -39,056 | -7.8% | -$35.86万 | 减仓 |
| OLLI | OLLIE S BARGAIN OUTLET HOLDI | $428.60万 | 0.01% | 55,747 | -2,260 | -3.9% | -$17.38万 | 减仓 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $430.20万 | 0.01% | 30,169 | 1,578 | 5.5% | $22.50万 | 加仓 |
| NMIH | NMI HOLDINGS INC | $430.70万 | 0.01% | 104,820 | -979 | -0.9% | -$4.02万 | 减仓 |
| AOS | SMITH (A.O.) CORP | $430.80万 | 0.01% | 68,680 | -39,082 | -36.3% | -$245.14万 | 减仓 |
| GHC | GRAHAM HOLDINGS CO CLASS B | $432.60万 | 0.01% | 3,790 | -164 | -4.1% | -$18.72万 | 减仓 |
| CUZ | COUSINS PROPERTIES INC | $433.60万 | 0.01% | 144,616 | 1,889 | 1.3% | $5.66万 | 加仓 |
| FHI | FEDERATED HERMES INC | $433.90万 | 0.01% | 78,570 | -9,475 | -10.8% | -$52.33万 | 减仓 |
| ITGR | INTEGER HOLDINGS CORP | $436.90万 | 0.01% | 46,751 | 947 | 2.1% | $8.85万 | 加仓 |
| GNW | GENWORTH FINANCIAL INC | $438.00万 | 0.01% | 462,532 | -62,731 | -11.9% | -$59.40万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $438.10万 | 0.01% | 48,279 | -21,015 | -30.3% | -$190.70万 | 减仓 |
| EPR | EPR PROPERTIES | $442.50万 | 0.01% | 76,287 | -869 | -1.1% | -$5.04万 | 减仓 |
| SLG | SL GREEN REALTY CORP | $442.60万 | 0.01% | 85,492 | 2,332 | 2.8% | $12.07万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $443.20万 | 0.01% | 329,274 | 3,870 | 1.2% | $5.21万 | 加仓 |
| FFBC | FIRST FINANCIAL BANCORP | $445.40万 | 0.01% | 131,669 | -979 | -0.7% | -$3.31万 | 减仓 |
| SLGN | SILGAN HOLDINGS INC | $446.10万 | 0.01% | 96,159 | 1,417 | 1.5% | $6.57万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT A | $447.00万 | 0.01% | 133,352 | 10,508 | 8.6% | $35.22万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $447.20万 | 0.01% | 142,295 | -964 | -0.7% | -$3.03万 | 减仓 |
| PCTY | PAYLOCITY HOLDING CORP | $450.50万 | 0.01% | 43,098 | 2,772 | 6.9% | $28.98万 | 加仓 |
| CELH | CELSIUS HOLDINGS INC | $453.00万 | 0.01% | 154,706 | -1,894 | -1.2% | -$5.55万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $453.10万 | 0.01% | 63,947 | -13,114 | -17.0% | -$92.92万 | 减仓 |
| SWX | SOUTHWEST GAS HOLDINGS INC | $455.20万 | 0.01% | 51,327 | 2,284 | 4.7% | $20.26万 | 加仓 |
| MAC | MACERICH CO/THE | $455.30万 | 0.01% | 180,738 | 8,572 | 5.0% | $21.59万 | 加仓 |
| JXN | JACKSON FINANCIAL INC A | $455.70万 | 0.01% | 44,510 | 712 | 1.6% | $7.29万 | 加仓 |
| BHE | BENCHMARK ELECTRONICS INC | $455.90万 | 0.01% | 46,208 | -10,513 | -18.5% | -$103.72万 | 减仓 |
| FCN | FTI CONSULTING INC | $456.40万 | 0.01% | 30,627 | -4,478 | -12.8% | -$66.73万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $456.70万 | 0.01% | 159,965 | 2,404 | 1.5% | $6.86万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $458.90万 | 0.01% | 147,557 | 271 | 0.2% | $8,428 | 加仓 |
| WING | WINGSTOP INC | $459.50万 | 0.01% | 26,499 | -1,804 | -6.4% | -$31.28万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $461.10万 | 0.01% | 15,836 | -488 | -3.0% | -$14.21万 | 减仓 |
| BCO | BRINK S CO/THE | $462.60万 | 0.01% | 48,956 | -4,599 | -8.6% | -$43.46万 | 减仓 |
| KFY | KORN FERRY | $463.10万 | 0.01% | 69,555 | -9,631 | -12.2% | -$64.12万 | 减仓 |
| GAP | GAP INC/THE | $464.30万 | 0.01% | 248,557 | -3,251 | -1.3% | -$6.07万 | 减仓 |
| AVNT | AVIENT CORP | $466.10万 | 0.01% | 126,117 | -1,913 | -1.5% | -$7.07万 | 减仓 |
| SYNA | SYNAPTICS INC | $468.40万 | 0.01% | 37,706 | -3,539 | -8.6% | -$43.96万 | 减仓 |
| CNX | CNX RESOURCES CORP | $468.90万 | 0.01% | 138,185 | 12,590 | 10.0% | $42.72万 | 加仓 |
| MDU | MDU RESOURCES GROUP INC | $469.20万 | 0.01% | 221,211 | 5,376 | 2.5% | $11.40万 | 加仓 |
| CNM | CORE MAIN INC CLASS A | $470.20万 | 0.01% | 97,460 | -1,616 | -1.6% | -$7.80万 | 减仓 |
| CDE | COEUR MINING INC | $470.70万 | 0.01% | 288,444 | 254,885 | 759.5% | $415.94万 | 重新持有 |
| ANF | ABERCROMBIE FITCH CO CL A | $471.70万 | 0.01% | 52,408 | -726 | -1.4% | -$6.53万 | 减仓 |
| BBWI | BATH BODY WORKS INC | $473.40万 | 0.01% | 204,673 | 1,626 | 0.8% | $3.76万 | 加仓 |
| BYD | BOYD GAMING CORP | $474.20万 | 0.01% | 53,690 | -1,020 | -1.9% | -$9.01万 | 减仓 |
| MRP | MILLROSE PROPERTIES | $479.90万 | 0.01% | 159,685 | 13,057 | 8.9% | $39.24万 | 加仓 |
| KBR | KBR INC | $480.60万 | 0.01% | 139,179 | -4,739 | -3.3% | -$16.36万 | 减仓 |
| BIO | BIO RAD LABORATORIES A | $483.40万 | 0.01% | 16,464 | -1,908 | -10.4% | -$56.02万 | 减仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $486.50万 | 0.01% | 47,110 | 5,678 | 13.7% | $58.64万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $488.80万 | 0.01% | 80,566 | 6,146 | 8.3% | $37.29万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $488.80万 | 0.01% | 68,248 | -4,184 | -5.8% | -$29.97万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $489.80万 | 0.01% | 54,644 | 2,144 | 4.1% | $19.22万 | 加仓 |
| ADEA | ADEIA INC | $489.90万 | 0.01% | 148,778 | 4,894 | 3.4% | $16.12万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES CRP | $490.20万 | 0.01% | 64,538 | 521 | 0.8% | $3.96万 | 加仓 |
| AAON | AAON INC | $490.20万 | 0.01% | 38,642 | 2,206 | 6.1% | $27.98万 | 加仓 |
| AVA | AVISTA CORP | $491.30万 | 0.01% | 120,095 | -2,261 | -1.8% | -$9.25万 | 减仓 |
| TFX | TELEFLEX INC | $493.60万 | 0.01% | 38,943 | -4,275 | -9.9% | -$54.19万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $494.00万 | 0.01% | 68,863 | -13,220 | -16.1% | -$94.84万 | 减仓 |
| RYN | RAYONIER INC | $494.80万 | 0.01% | 232,529 | -127,287 | -35.4% | -$270.85万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $495.20万 | 0.01% | 22,656 | -11,028 | -32.7% | -$241.04万 | 减仓 |
| VFC | VF CORP | $495.50万 | 0.01% | 297,037 | 28,965 | 10.8% | $48.32万 | 加仓 |
| BRC | BRADY CORPORATION CL A | $496.60万 | 0.01% | 54,233 | -1,551 | -2.8% | -$14.20万 | 减仓 |
| CAVA | CAVA GROUP INC | $497.60万 | 0.01% | 63,408 | 5,380 | 9.3% | $42.22万 | 加仓 |
| BCPC | BALCHEM CORP | $498.40万 | 0.01% | 29,499 | -9,051 | -23.5% | -$152.92万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $499.20万 | 0.01% | 95,637 | 3,769 | 4.1% | $19.67万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC/THE | $501.40万 | 0.01% | 63,034 | -6,418 | -9.2% | -$51.05万 | 减仓 |
| WFRD | WEATHERFORD INTERNATIONAL PL | $503.10万 | 0.01% | 61,728 | 764 | 1.3% | $6.23万 | 加仓 |
| LIVN | LIVANOVA PLC | $505.20万 | 0.01% | 61,434 | -3,463 | -5.3% | -$28.48万 | 减仓 |
| MHO | M/I HOMES INC | $505.70万 | 0.01% | 31,451 | -950 | -2.9% | -$15.28万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $506.40万 | 0.01% | 87,696 | 4,430 | 5.3% | $25.58万 | 加仓 |
| AN | AUTONATION INC | $507.60万 | 0.01% | 27,319 | -2,058 | -7.0% | -$38.24万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $507.70万 | 0.01% | 60,919 | 760 | 1.3% | $6.33万 | 加仓 |
| LKQ | LKQ CORP | $507.90万 | 0.01% | 192,893 | -23,450 | -10.8% | -$61.75万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $508.20万 | 0.01% | 75,717 | -1,067 | -1.4% | -$7.16万 | 减仓 |
| BC | BRUNSWICK CORP | $508.70万 | 0.01% | 60,391 | 1,400 | 2.4% | $11.79万 | 加仓 |
| CBT | CABOT CORP | $509.10万 | 0.01% | 56,056 | -6,992 | -11.1% | -$63.50万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $511.10万 | 0.01% | 103,797 | -19,347 | -15.7% | -$95.27万 | 减仓 |
| GXO | GXO LOGISTICS INC | $512.20万 | 0.01% | 101,021 | 3,717 | 3.8% | $18.85万 | 加仓 |
| FNB | FNB CORP | $516.60万 | 0.01% | 270,745 | -3,908 | -1.4% | -$7.46万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC | $516.90万 | 0.01% | 171,260 | -42,455 | -19.9% | -$128.14万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $517.40万 | 0.01% | 14,780 | 3,099 | 26.5% | $108.49万 | 加仓 |
| FULT | FULTON FINANCIAL CORP | $518.10万 | 0.01% | 214,161 | -12,760 | -5.6% | -$30.87万 | 减仓 |
| MARA | MARA HOLDINGS INC | $518.70万 | 0.01% | 373,456 | -18,585 | -4.7% | -$25.81万 | 减仓 |
| VVV | VALVOLINE INC | $519.30万 | 0.01% | 131,346 | -638 | -0.5% | -$2.52万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $519.50万 | 0.01% | 110,148 | 8,270 | 8.1% | $39.00万 | 加仓 |