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 |
|---|---|---|---|---|---|---|---|---|
| RGEN | REPLIGEN CORP | $659.40万 | 0.01% | 48,332 | -986 | -2.0% | -$13.45万 | 减仓 |
| UHS | UNIVERSAL HEALTH SERVICES B | $659.00万 | 0.01% | 44,323 | -10,979 | -19.9% | -$163.24万 | 减仓 |
| LSTR | LANDSTAR SYSTEM INC | $657.70万 | 0.01% | 31,804 | -5,875 | -15.6% | -$121.49万 | 减仓 |
| NOV | NOV INC | $657.20万 | 0.01% | 354,309 | -3,611 | -1.0% | -$6.70万 | 减仓 |
| BXP | BXP INC | $654.70万 | 0.01% | 98,738 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $651.10万 | 0.01% | 129,461 | -2,819 | -2.1% | -$14.18万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $650.90万 | 0.01% | 188,132 | -1,600 | -0.8% | -$5.54万 | 减仓 |
| FAF | FIRST AMERICAN FINANCIAL | $648.20万 | 0.01% | 94,510 | -8,827 | -8.5% | -$60.54万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQUIT | $647.80万 | 0.01% | 122,572 | -3,330 | -2.6% | -$17.60万 | 减仓 |
| OII | OCEANEERING INTL INC | $646.40万 | 0.01% | 159,523 | 859 | 0.5% | $3.48万 | 加仓 |
| KEX | KIRBY CORP | $645.70万 | 0.01% | 47,489 | -3,225 | -6.4% | -$43.85万 | 减仓 |
| AROC | ARCHROCK INC | $644.80万 | 0.01% | 158,379 | 15,913 | 11.2% | $64.79万 | 加仓 |
| MSM | MSC INDUSTRIAL DIRECT CO A | $644.10万 | 0.01% | 54,153 | -6,118 | -10.2% | -$72.77万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $643.80万 | 0.01% | 117,180 | 1,159 | 1.0% | $6.37万 | 加仓 |
| MRCY | MERCURY SYSTEMS INC | $642.40万 | 0.01% | 52,511 | 1,626 | 3.2% | $19.89万 | 加仓 |
| UBSI | UNITED BANKSHARES INC | $641.80万 | 0.01% | 140,034 | 13,234 | 10.4% | $60.65万 | 加仓 |
| SIGI | SELECTIVE INSURANCE GROUP | $641.60万 | 0.01% | 66,136 | -6,236 | -8.6% | -$60.50万 | 减仓 |
| WMS | ADVANCED DRAINAGE SYSTEMS IN | $640.40万 | 0.01% | 40,800 | -301 | -0.7% | -$4.72万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $639.50万 | 0.01% | 118,905 | -29,036 | -19.6% | -$156.16万 | 减仓 |
| FORM | FORMFACTOR INC | $639.10万 | 0.01% | 39,963 | 6,150 | 18.2% | $98.35万 | 加仓 |
| CATY | CATHAY GENERAL BANCORP | $632.90万 | 0.01% | 102,096 | 511 | 0.5% | $3.17万 | 加仓 |
| FOXA | FOX CORP CLASS A | $632.40万 | 0.01% | 121,243 | -46,723 | -27.8% | -$243.71万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $629.70万 | 0.01% | 100,356 | -275 | -0.3% | -$1.73万 | 减仓 |
| MHK | MOHAWK INDUSTRIES INC | $626.20万 | 0.01% | 51,614 | 450 | 0.9% | $5.46万 | 加仓 |
| SKT | TANGER INC | $625.20万 | 0.01% | 158,401 | 9,112 | 6.1% | $35.96万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $624.90万 | 0.01% | 49,722 | 2,384 | 5.0% | $29.96万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $624.40万 | 0.01% | 16,801 | 1,164 | 7.4% | $43.26万 | 加仓 |
| HXL | HEXCEL CORP | $620.50万 | 0.01% | 62,012 | 3,932 | 6.8% | $39.34万 | 加仓 |
| KMX | CARMAX INC | $620.10万 | 0.01% | 117,238 | -9,437 | -7.4% | -$49.91万 | 减仓 |
| TTC | TORO CO | $619.80万 | 0.01% | 63,624 | -3,746 | -5.6% | -$36.49万 | 减仓 |
| TEX | TEREX CORP | $618.30万 | 0.01% | 85,417 | -8,535 | -9.1% | -$61.78万 | 减仓 |
| OZK | BANK OZK | $616.40万 | 0.01% | 118,329 | -1,094 | -0.9% | -$5.70万 | 减仓 |
| VNO | VORNADO REALTY TRUST | $615.70万 | 0.01% | 156,669 | -10,272 | -6.2% | -$40.37万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $615.20万 | 0.01% | 315,347 | 21,339 | 7.3% | $41.63万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $614.10万 | 0.01% | 249,515 | -17,735 | -6.6% | -$43.65万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $613.90万 | 0.01% | 107,287 | 1,832 | 1.7% | $10.48万 | 加仓 |
| VSXY | VICTORIA S SECRET CO | $611.20万 | 0.01% | 73,219 | -4,315 | -5.6% | -$36.02万 | 减仓 |
| ALLY | ALLY FINANCIAL INC | $611.20万 | 0.01% | 133,024 | 45,418 | 51.8% | $208.68万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $609.60万 | 0.01% | 111,040 | 3,712 | 3.5% | $20.38万 | 加仓 |
| M | MACY S INC | $609.50万 | 0.01% | 258,791 | -41,111 | -13.7% | -$96.82万 | 减仓 |
| SLM | SLM CORP | $608.70万 | 0.01% | 234,638 | -26,263 | -10.1% | -$68.13万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $607.40万 | 0.01% | 49,550 | 2,126 | 4.5% | $26.06万 | 加仓 |
| HIMS | HIMS HERS HEALTH INC | $605.70万 | 0.01% | 174,701 | 7,821 | 4.7% | $27.12万 | 加仓 |
| MP | MP MATERIALS CORP | $605.50万 | 0.01% | 108,100 | 1,587 | 1.5% | $8.89万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $604.00万 | 0.01% | 110,111 | -1,101 | -1.0% | -$6.04万 | 减仓 |
| GGG | GRACO INC | $603.10万 | 0.01% | 79,760 | -71,790 | -47.4% | -$542.84万 | 减仓 |
| SM | SM ENERGY CO | $599.30万 | 0.01% | 229,615 | -2,396 | -1.0% | -$6.25万 | 减仓 |
| HRL | HORMEL FOODS CORP | $598.10万 | 0.01% | 240,988 | 3,618 | 1.5% | $8.98万 | 加仓 |
| NEU | NEWMARKET CORP | $597.50万 | 0.01% | 7,551 | -890 | -10.5% | -$70.42万 | 减仓 |
| CART | MAPLEBEAR INC | $595.20万 | 0.01% | 125,702 | 14,217 | 12.8% | $67.32万 | 加仓 |
| MATX | MATSON INC | $594.90万 | 0.01% | 30,948 | -7,730 | -20.0% | -$148.59万 | 减仓 |
| TTD | TRADE DESK INC/THE CLASS A | $591.80万 | 0.01% | 327,319 | -1,709 | -0.5% | -$3.09万 | 减仓 |
| — | QORVO INC | $590.00万 | 0.01% | 63,253 | -14,387 | -18.5% | -$134.20万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $589.80万 | 0.01% | 767,958 | -36,357 | -4.5% | -$27.92万 | 减仓 |
| CVSA | COVISTA INC | $587.30万 | 0.01% | 47,109 | -2,083 | -4.2% | -$25.97万 | 减仓 |
| ENSG | ENSIGN GROUP INC/THE | $585.60万 | 0.01% | 36,529 | 1,871 | 5.4% | $29.99万 | 加仓 |
| RBC | RBC BEARINGS INC | $579.70万 | 0.01% | 9,000 | 1,024 | 12.8% | $65.96万 | 加仓 |
| WEX | WEX INC | $578.60万 | 0.01% | 41,012 | -4,556 | -10.0% | -$64.28万 | 减仓 |
| MTDR | MATADOR RESOURCES CO | $577.50万 | 0.01% | 116,020 | -1,286 | -1.1% | -$6.40万 | 减仓 |
| LW | LAMB WESTON HOLDINGS INC | $576.80万 | 0.01% | 133,574 | -6,426 | -4.6% | -$27.75万 | 减仓 |
| DIOD | DIODES INC | $576.70万 | 0.01% | 52,699 | -11,628 | -18.1% | -$127.25万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $576.60万 | 0.01% | 46,765 | -9,325 | -16.6% | -$114.97万 | 减仓 |
| SXI | STANDEX INTERNATIONAL CORP | $576.60万 | 0.01% | 16,122 | -1,209 | -7.0% | -$43.24万 | 减仓 |
| CHE | CHEMED CORP | $573.80万 | 0.01% | 12,321 | -1,295 | -9.5% | -$60.31万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTE | $572.30万 | 0.01% | 51,837 | -4,289 | -7.6% | -$47.35万 | 减仓 |
| TRU | TRANSUNION | $571.90万 | 0.01% | 79,272 | 8,152 | 11.5% | $58.81万 | 加仓 |
| KTOS | KRATOS DEFENSE SECURITY | $569.90万 | 0.01% | 114,300 | -6,980 | -5.8% | -$34.80万 | 减仓 |
| CROX | CROCS INC | $567.20万 | 0.01% | 47,013 | -7,999 | -14.5% | -$96.51万 | 减仓 |
| IRT | INDEPENDENCE REALTY TRUST IN | $567.00万 | 0.01% | 339,726 | 2,814 | 0.8% | $4.70万 | 加仓 |
| MUR | MURPHY OIL CORP | $566.60万 | 0.01% | 174,013 | 4,013 | 2.4% | $13.07万 | 加仓 |
| CNO | CNO FINANCIAL GROUP INC | $563.30万 | 0.01% | 110,490 | 921 | 0.8% | $4.70万 | 加仓 |
| LEA | LEAR CORP | $560.30万 | 0.01% | 41,797 | -761 | -1.8% | -$10.20万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $558.70万 | 0.01% | 66,628 | 861 | 1.3% | $7.22万 | 加仓 |
| GATX | GATX CORP | $556.80万 | 0.01% | 31,422 | -53 | -0.2% | -$9,392 | 减仓 |
| GFF | GRIFFON CORP | $552.60万 | 0.01% | 56,656 | -3,835 | -6.3% | -$37.41万 | 减仓 |
| POWL | POWELL INDUSTRIES INC | $549.20万 | 0.01% | 19,177 | -2,705 | -12.4% | -$77.47万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $544.40万 | 0.01% | 50,246 | -1,149 | -2.2% | -$12.45万 | 减仓 |
| MMSI | MERIT MEDICAL SYSTEMS INC | $543.90万 | 0.01% | 78,446 | 7,562 | 10.7% | $52.43万 | 加仓 |
| EQH | EQUITABLE HOLDINGS INC | $540.90万 | 0.01% | 123,273 | 9,281 | 8.1% | $40.72万 | 加仓 |
| BDC | BELDEN INC | $539.70万 | 0.01% | 45,008 | -11,148 | -19.9% | -$133.68万 | 减仓 |
| VECO | VEECO INSTRUMENTS INC | $536.50万 | 0.01% | 70,784 | -17,046 | -19.4% | -$129.20万 | 减仓 |
| MTRN | MATERION CORP | $536.30万 | 0.01% | 18,033 | -2,730 | -13.1% | -$81.19万 | 减仓 |
| GNTX | GENTEX CORP | $532.70万 | 0.01% | 210,816 | -27,255 | -11.4% | -$68.87万 | 减仓 |
| HRB | H R BLOCK INC | $531.40万 | 0.01% | 139,549 | 1,243 | 0.9% | $4.73万 | 加仓 |
| OGS | ONE GAS INC | $531.00万 | 0.01% | 68,904 | -2,242 | -3.2% | -$17.28万 | 减仓 |
| HR | HEALTHCARE REALTY TRUST INC | $530.80万 | 0.01% | 263,139 | 3,793 | 1.5% | $7.65万 | 加仓 |
| MOS | MOSAIC CO/THE | $530.00万 | 0.01% | 250,101 | -6,828 | -2.7% | -$14.47万 | 减仓 |
| BKH | BLACK HILLS CORP | $529.30万 | 0.01% | 71,148 | 210 | 0.3% | $1.56万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO B | $529.10万 | 0.01% | 135,797 | -4,259 | -3.0% | -$16.59万 | 减仓 |
| LPX | LOUISIANA PACIFIC CORP | $526.50万 | 0.01% | 66,932 | 2,297 | 3.6% | $18.07万 | 加仓 |
| POOL | POOL CORP | $525.30万 | 0.01% | 24,444 | -4,000 | -14.1% | -$85.96万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $525.10万 | 0.01% | 145,811 | -2,156 | -1.5% | -$7.76万 | 减仓 |
| TREX | TREX COMPANY INC | $524.20万 | 0.01% | 104,754 | 3,499 | 3.5% | $17.51万 | 加仓 |
| KNF | KNIFE RIVER CORP | $523.10万 | 0.01% | 62,530 | 1,850 | 3.0% | $15.48万 | 加仓 |
| CUBE | CUBESMART | $521.30万 | 0.01% | 131,068 | 4,760 | 3.8% | $18.93万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $520.50万 | 0.01% | 143,022 | -1,006 | -0.7% | -$3.66万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $519.50万 | 0.01% | 110,148 | 8,270 | 8.1% | $39.00万 | 加仓 |
| VVV | VALVOLINE INC | $519.30万 | 0.01% | 131,346 | -638 | -0.5% | -$2.52万 | 减仓 |
| MARA | MARA HOLDINGS INC | $518.70万 | 0.01% | 373,456 | -18,585 | -4.7% | -$25.81万 | 减仓 |
| FULT | FULTON FINANCIAL CORP | $518.10万 | 0.01% | 214,161 | -12,760 | -5.6% | -$30.87万 | 减仓 |