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 |
|---|---|---|---|---|---|---|---|---|
| INCY | INCYTE CORP | $1,630.10万 | 0.03% | 143,795 | -16,500 | -10.3% | -$187.05万 | 减仓 |
| HPQ | HP INC | $1,599.70万 | 0.03% | 729,137 | -20,296 | -2.7% | -$44.53万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1,591.60万 | 0.03% | 88,651 | -7,400 | -7.7% | -$132.86万 | 减仓 |
| ENTG | ENTEGRIS INC | $1,575.10万 | 0.03% | 87,573 | 4,916 | 5.9% | $88.42万 | 加仓 |
| OKTA | OKTA INC | $1,569.60万 | 0.03% | 115,032 | -9,734 | -7.8% | -$132.82万 | 减仓 |
| CMS | CMS ENERGY CORP | $1,563.00万 | 0.03% | 204,318 | -78 | -0.0% | -$5,967 | 减仓 |
| HST | HOST HOTELS RESORTS INC | $1,557.40万 | 0.03% | 656,843 | -39,696 | -5.7% | -$94.12万 | 减仓 |
| EVR | EVERCORE INC A | $1,553.10万 | 0.03% | 45,486 | -1,423 | -3.0% | -$48.59万 | 减仓 |
| EVRG | EVERGY INC | $1,552.00万 | 0.03% | 179,566 | -11,940 | -6.2% | -$103.20万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $1,551.30万 | 0.03% | 335,349 | -19,447 | -5.5% | -$89.96万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,551.20万 | 0.03% | 101,414 | 4,667 | 4.8% | $71.39万 | 加仓 |
| KIM | KIMCO REALTY CORP | $1,550.20万 | 0.03% | 611,528 | -63,671 | -9.4% | -$161.40万 | 减仓 |
| ITT | ITT INC | $1,533.30万 | 0.03% | 77,533 | -2,808 | -3.5% | -$55.53万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,528.90万 | 0.03% | 86,645 | -8,219 | -8.7% | -$145.03万 | 减仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $1,524.70万 | 0.03% | 57,425 | -5,428 | -8.6% | -$144.12万 | 减仓 |
| GL | GLOBE LIFE INC | $1,510.80万 | 0.03% | 84,555 | -3,751 | -4.2% | -$67.02万 | 减仓 |
| RS | RELIANCE INC | $1,505.10万 | 0.03% | 40,287 | -11,203 | -21.8% | -$418.54万 | 减仓 |
| DY | DYCOM INDUSTRIES INC | $1,502.10万 | 0.03% | 29,709 | -5,032 | -14.5% | -$254.42万 | 减仓 |
| VTRS | VIATRIS INC | $1,497.00万 | 0.03% | 942,726 | -16,844 | -1.8% | -$26.75万 | 减仓 |
| MLI | MUELLER INDUSTRIES INC | $1,491.80万 | 0.03% | 121,351 | -11,326 | -8.5% | -$139.23万 | 减仓 |
| MAS | MASCO CORP | $1,485.90万 | 0.03% | 182,616 | -10,175 | -5.3% | -$82.79万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1,485.80万 | 0.03% | 79,419 | -8,083 | -9.2% | -$151.22万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVESTORS | $1,484.00万 | 0.03% | 311,243 | -3,199 | -1.0% | -$15.25万 | 减仓 |
| FN | FABRINET | $1,480.70万 | 0.03% | 26,344 | 589 | 2.3% | $33.11万 | 加仓 |
| EG | EVEREST GROUP LTD | $1,463.00万 | 0.03% | 40,955 | -1,974 | -4.6% | -$70.52万 | 减仓 |
| LII | LENNOX INTERNATIONAL INC | $1,459.40万 | 0.03% | 25,472 | -1,093 | -4.1% | -$62.62万 | 减仓 |
| RNR | RENAISSANCERE HOLDINGS LTD | $1,455.90万 | 0.03% | 45,941 | -1,723 | -3.6% | -$54.60万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,453.10万 | 0.03% | 89,156 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS INC | $1,452.20万 | 0.03% | 200,139 | -19,561 | -8.9% | -$141.93万 | 减仓 |
| DKS | DICK S SPORTING GOODS INC | $1,449.80万 | 0.03% | 63,921 | -6,196 | -8.8% | -$140.53万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,447.60万 | 0.03% | 85,892 | -3,818 | -4.3% | -$64.35万 | 减仓 |
| PNFP | PINNACLE FINANCIAL PARTNERS | $1,447.20万 | 0.03% | 143,461 | -16,695 | -10.4% | -$168.42万 | 减仓 |
| EFX | EQUIFAX INC | $1,444.40万 | 0.03% | 91,005 | -296 | -0.3% | -$4.70万 | 减仓 |
| TLN | TALEN ENERGY CORP | $1,443.40万 | 0.03% | 37,562 | 5,798 | 18.3% | $222.80万 | 加仓 |
| ESS | ESSEX PROPERTY TRUST INC | $1,438.50万 | 0.03% | 49,333 | -6,223 | -11.2% | -$181.46万 | 减仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS H | $1,436.60万 | 0.03% | 37,768 | 3,927 | 11.6% | $149.37万 | 加仓 |
| VRSN | VERISIGN INC | $1,431.70万 | 0.03% | 56,913 | -4,077 | -6.7% | -$102.56万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $1,429.90万 | 0.03% | 46,133 | -5,768 | -11.1% | -$178.78万 | 减仓 |
| FTV | FORTIVE CORP | $1,419.60万 | 0.03% | 232,379 | -11,711 | -4.8% | -$71.54万 | 减仓 |
| RRX | REGAL REXNORD CORP | $1,417.50万 | 0.03% | 59,511 | -2,789 | -4.5% | -$66.43万 | 减仓 |
| BBY | BEST BUY CO INC | $1,416.10万 | 0.03% | 186,621 | -10,728 | -5.4% | -$81.41万 | 减仓 |
| WTFC | WINTRUST FINANCIAL CORP | $1,415.20万 | 0.03% | 88,052 | -5,679 | -6.1% | -$91.27万 | 减仓 |
| INVH | INVITATION HOMES INC | $1,411.50万 | 0.03% | 467,230 | -35,852 | -7.1% | -$108.31万 | 减仓 |
| NDSN | NORDSON CORP | $1,398.40万 | 0.03% | 46,351 | -2,105 | -4.3% | -$63.51万 | 减仓 |
| AMCR | AMCOR PLC | $1,397.90万 | 0.03% | 322,465 | -8,187 | -2.5% | -$35.49万 | 减仓 |
| SITM | SITIME CORP | $1,395.90万 | 0.03% | 18,723 | -2,799 | -13.0% | -$208.68万 | 减仓 |
| NXT | NEXTPOWER INC CL A | $1,395.80万 | 0.03% | 117,154 | -19,681 | -14.4% | -$234.48万 | 减仓 |
| DOW | DOW INC | $1,395.10万 | 0.03% | 509,917 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,393.40万 | 0.03% | 256,091 | -13,701 | -5.1% | -$74.55万 | 减仓 |
| SOLS | SOLSTICE ADV MATERIALS INC | $1,392.90万 | 0.03% | 157,215 | 83 | 0.1% | $7,354 | 加仓 |
| TXT | TEXTRON INC | $1,385.20万 | 0.03% | 151,009 | -5,160 | -3.3% | -$47.33万 | 减仓 |
| WPC | WP CAREY INC | $1,368.50万 | 0.03% | 191,396 | 39,369 | 25.9% | $281.49万 | 加仓 |
| GIS | GENERAL MILLS INC | $1,367.40万 | 0.03% | 392,917 | -48,702 | -11.0% | -$169.49万 | 减仓 |
| SF | STIFEL FINANCIAL CORP | $1,364.70万 | 0.03% | 195,601 | -14,329 | -6.8% | -$99.97万 | 减仓 |
| RL | RALPH LAUREN CORP | $1,362.20万 | 0.03% | 33,935 | -1,797 | -5.0% | -$72.13万 | 减仓 |
| EL | ESTEE LAUDER COMPANIES CL A | $1,359.40万 | 0.03% | 172,190 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $1,356.70万 | 0.03% | 45,414 | -10,710 | -19.1% | -$319.95万 | 减仓 |
| BWA | BORGWARNER INC | $1,355.50万 | 0.03% | 204,139 | -3,223 | -1.6% | -$21.40万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,353.00万 | 0.02% | 114,459 | -18,034 | -13.6% | -$213.18万 | 减仓 |
| ARES | ARES MANAGEMENT CORP A | $1,352.80万 | 0.02% | 121,536 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1,349.60万 | 0.02% | 135,930 | -8,140 | -5.7% | -$80.82万 | 减仓 |
| WSO | WATSCO INC | $1,348.60万 | 0.02% | 32,362 | -1,515 | -4.5% | -$63.13万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $1,346.00万 | 0.02% | 99,231 | -214,313 | -68.4% | -$2,907.01万 | 减仓 |
| RGA | REINSURANCE GROUP OF AMERICA | $1,341.60万 | 0.02% | 63,091 | -9,240 | -12.8% | -$196.48万 | 减仓 |
| CDW | CDW CORP/DE | $1,327.40万 | 0.02% | 94,385 | -1,200 | -1.3% | -$16.88万 | 减仓 |
| KHC | KRAFT HEINZ CO/THE | $1,320.40万 | 0.02% | 559,032 | -18,638 | -3.2% | -$44.02万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,317.10万 | 0.02% | 152,991 | -7,643 | -4.8% | -$65.80万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $1,312.20万 | 0.02% | 284,098 | 7,105 | 2.6% | $32.82万 | 加仓 |
| GNRC | GENERAC HOLDINGS INC | $1,310.60万 | 0.02% | 44,761 | -1,958 | -4.2% | -$57.33万 | 减仓 |
| WY | WEYERHAEUSER CO | $1,307.80万 | 0.02% | 546,289 | -3,400 | -0.6% | -$8.14万 | 减仓 |
| FDXF | FEDEX FREIGHT HOLDING CO | $1,307.20万 | 0.02% | 86,567 | 86,567 | — | $1,307.20万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,305.10万 | 0.02% | 166,464 | 7,007 | 4.4% | $54.94万 | 加仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $1,301.40万 | 0.02% | 411,710 | -21,603 | -5.0% | -$68.29万 | 减仓 |
| DTM | DT MIDSTREAM INC | $1,292.60万 | 0.02% | 88,085 | -2,536 | -2.8% | -$37.21万 | 减仓 |
| USFD | US FOODS HOLDING CORP | $1,291.80万 | 0.02% | 126,333 | -23,830 | -15.9% | -$243.67万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $1,284.00万 | 0.02% | 24,245 | -4,458 | -15.5% | -$236.09万 | 减仓 |
| MOG/A | MOOG INC CLASS A | $1,277.60万 | 0.02% | 30,143 | -6,896 | -18.6% | -$292.28万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO A | $1,274.90万 | 0.02% | 81,733 | -13,684 | -14.3% | -$213.45万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIO | $1,272.40万 | 0.02% | 92,907 | -5,992 | -6.1% | -$82.06万 | 减仓 |
| GEN | GEN DIGITAL INC | $1,272.10万 | 0.02% | 511,076 | 8,340 | 1.7% | $20.76万 | 加仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $1,267.30万 | 0.02% | 33,988 | -6,184 | -15.4% | -$230.58万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $1,267.10万 | 0.02% | 113,998 | -13,764 | -10.8% | -$152.99万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES A | $1,262.10万 | 0.02% | 32,242 | -2,804 | -8.0% | -$109.76万 | 减仓 |
| FHN | FIRST HORIZON CORP | $1,261.60万 | 0.02% | 492,060 | 16,142 | 3.4% | $41.39万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1,255.50万 | 0.02% | 51,211 | -418 | -0.8% | -$10.25万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1,253.90万 | 0.02% | 39,580 | 2,017 | 5.4% | $63.90万 | 加仓 |
| CSL | CARLISLE COS INC | $1,246.30万 | 0.02% | 34,357 | -2,602 | -7.0% | -$94.39万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,237.40万 | 0.02% | 64,038 | -7,691 | -10.7% | -$148.61万 | 减仓 |
| UNM | UNUM GROUP | $1,231.00万 | 0.02% | 137,694 | -28,758 | -17.3% | -$257.10万 | 减仓 |
| BRO | BROWN BROWN INC | $1,228.80万 | 0.02% | 191,552 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1,225.10万 | 0.02% | 118,972 | -6,565 | -5.2% | -$67.60万 | 减仓 |
| IEX | IDEX CORP | $1,220.10万 | 0.02% | 53,759 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1,216.40万 | 0.02% | 543,997 | -4,551 | -0.8% | -$10.18万 | 减仓 |
| TSN | TYSON FOODS INC CL A | $1,210.60万 | 0.02% | 211,465 | -6,180 | -2.8% | -$35.38万 | 减仓 |
| KNX | KNIGHT SWIFT TRANSPORTATION | $1,208.90万 | 0.02% | 155,245 | -8,903 | -5.4% | -$69.33万 | 减仓 |
| MAA | MID AMERICA APARTMENT COMM | $1,204.40万 | 0.02% | 86,683 | -4,000 | -4.4% | -$55.58万 | 减仓 |
| SMTC | SEMTECH CORP | $1,201.90万 | 0.02% | 74,262 | -2,320 | -3.0% | -$37.55万 | 减仓 |
| ALB | ALBEMARLE CORP | $1,200.70万 | 0.02% | 88,919 | -6,800 | -7.1% | -$91.82万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,191.10万 | 0.02% | 556,567 | -16,173 | -2.8% | -$34.61万 | 减仓 |
| NYT | NEW YORK TIMES CO A | $1,186.50万 | 0.02% | 169,551 | 11,593 | 7.3% | $81.13万 | 加仓 |