NEW YORK STATE TEACHERS RETIREMENT SYSTEM
ALBANY NY · SEC CIK 0000314969
$491.83亿2026Q1 申报市值
1,615持仓数
33.7%前十大占比 · 第一大 7.0%
42 / 52新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VRT 加仓+$7,063.08万
PANW 加仓+$1,452.90万
PNFP 新建仓+$1,379.60万
AMCR 新建仓+$1,314.30万
FITB 加仓+$1,191.56万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$1,352.55万
AMCOR PLC 清仓-$1,341.70万
COMERICA INC 清仓-$1,173.20万
CADENCE BANK 清仓-$1,125.40万
PINNACLE FINANCI 清仓-$1,096.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $34.56亿 | 7.03% | 19,815,591 | 9,996 | 0.1% | $174.33万 | 加仓 |
| AAPL | APPLE INC | $30.27亿 | 6.15% | 11,926,803 | -53,294 | -0.4% | -$1,352.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $22.49亿 | 4.57% | 6,074,595 | 18,318 | 0.3% | $678.08万 | 加仓 |
| AMZN | AMAZON.COM INC | $16.38亿 | 3.33% | 7,863,287 | 32,744 | 0.4% | $681.96万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $13.61亿 | 2.77% | 4,731,986 | -1,771 | -0.0% | -$50.93万 | 减仓 |
| AVGO | BROADCOM INC | $11.85亿 | 2.41% | 3,827,111 | 12,514 | 0.3% | $387.32万 | 加仓 |
| GOOG | ALPHABET INC CL C | $10.89亿 | 2.21% | 3,796,481 | -2,128 | -0.1% | -$61.04万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $10.13亿 | 2.06% | 1,770,734 | 3,199 | 0.2% | $183.02万 | 加仓 |
| TSLA | TESLA INC | $8.42亿 | 1.71% | 2,264,492 | -1,922 | -0.1% | -$71.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $7.08亿 | 1.44% | 1,476,623 | -636 | -0.0% | -$30.48万 | 减仓 |
| JPM | JPMORGAN CHASE CO | $6.43亿 | 1.31% | 2,184,576 | 19,649 | 0.9% | $578.00万 | 加仓 |
| LLY | ELI LILLY CO | $5.92亿 | 1.20% | 644,096 | 1,088 | 0.2% | $100.07万 | 加仓 |
| — | EXXON MOBIL CORP | $5.84亿 | 1.19% | 3,442,244 | -2,281 | -0.1% | -$38.70万 | 减仓 |
| JNJ | JOHNSON JOHNSON | $4.85亿 | 0.99% | 1,984,293 | 10,793 | 0.5% | $263.82万 | 加仓 |
| WMT | WALMART INC | $4.35亿 | 0.88% | 3,501,848 | -24,180 | -0.7% | -$300.51万 | 减仓 |
| V | VISA INC CLASS A SHARES | $4.06亿 | 0.83% | 1,343,275 | -1,771 | -0.1% | -$53.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $3.55亿 | 0.72% | 356,120 | 5,898 | 1.7% | $587.69万 | 加仓 |
| MA | MASTERCARD INC A | $3.34亿 | 0.68% | 667,891 | -815 | -0.1% | -$40.72万 | 减仓 |
| NFLX | NETFLIX INC | $3.30亿 | 0.67% | 3,428,078 | -12,553 | -0.4% | -$120.70万 | 减仓 |
| CVX | CHEVRON CORP | $3.21亿 | 0.65% | 1,549,783 | -1,322 | -0.1% | -$27.35万 | 减仓 |
| ABBV | ABBVIE INC | $3.14亿 | 0.64% | 1,442,488 | 1,425 | 0.1% | $30.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3.12亿 | 0.64% | 924,702 | 7,563 | 0.8% | $255.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC A | $2.70亿 | 0.55% | 1,845,277 | 8,667 | 0.5% | $126.78万 | 加仓 |
| PG | PROCTER GAMBLE CO/THE | $2.65亿 | 0.54% | 1,837,770 | 19,524 | 1.1% | $282.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $2.64亿 | 0.54% | 1,299,711 | 7,357 | 0.6% | $149.66万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $2.63亿 | 0.53% | 5,392,900 | -1,723 | -0.0% | -$8.40万 | 减仓 |
| CAT | CATERPILLAR INC | $2.62亿 | 0.53% | 370,411 | -217 | -0.1% | -$15.37万 | 减仓 |
| HD | HOME DEPOT INC | $2.52亿 | 0.51% | 765,219 | 1,291 | 0.2% | $42.46万 | 加仓 |
| MRK | MERCK CO. INC. | $2.48亿 | 0.50% | 2,057,639 | -15,283 | -0.7% | -$183.84万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $2.47亿 | 0.50% | 3,177,213 | 4,963 | 0.2% | $38.51万 | 加仓 |
| GE | GENERAL ELECTRIC | $2.36亿 | 0.48% | 830,038 | -28,105 | -3.3% | -$797.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.29亿 | 0.47% | 1,072,151 | -2,291 | -0.2% | -$48.95万 | 减仓 |
| KO | COCA COLA CO/THE | $2.26亿 | 0.46% | 2,974,885 | 19,773 | 0.7% | $150.37万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $2.16亿 | 0.44% | 631,762 | 5,700 | 0.9% | $194.82万 | 加仓 |
| RTX | RTX CORP | $2.15亿 | 0.44% | 1,113,041 | 44,529 | 4.2% | $858.97万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $2.11亿 | 0.43% | 1,276,875 | -12,713 | -1.0% | -$210.20万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.03亿 | 0.41% | 240,139 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO | $1.99亿 | 0.41% | 2,502,147 | 21,811 | 0.9% | $173.64万 | 加仓 |
| ORCL | ORACLE CORP | $1.95亿 | 0.40% | 1,326,217 | 9,233 | 0.7% | $135.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.94亿 | 0.40% | 718,043 | -5,447 | -0.8% | -$147.39万 | 减仓 |
| GEV | GE VERNOVA INC | $1.91亿 | 0.39% | 219,204 | 1,419 | 0.7% | $123.86万 | 加仓 |
| LIN | LINDE PLC | $1.80亿 | 0.37% | 363,273 | 0 | 0.0% | — | 不变 |
| T | AT T INC | $1.77亿 | 0.36% | 6,098,450 | -195,976 | -3.1% | -$568.13万 | 减仓 |
| IBM | INTL BUSINESS MACHINES CORP | $1.76亿 | 0.36% | 726,331 | 100 | 0.0% | $2.42万 | 加仓 |
| MCD | MCDONALD S CORP | $1.70亿 | 0.35% | 548,578 | 1,137 | 0.2% | $35.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.70亿 | 0.35% | 3,389,299 | -71,784 | -2.1% | -$360.36万 | 减仓 |
| PEP | PEPSICO INC | $1.67亿 | 0.34% | 1,077,069 | -3,700 | -0.3% | -$57.46万 | 减仓 |
| C | CITIGROUP INC | $1.64亿 | 0.33% | 1,449,891 | 5,863 | 0.4% | $66.49万 | 加仓 |
| MS | MORGAN STANLEY | $1.62亿 | 0.33% | 984,966 | -1,128 | -0.1% | -$18.56万 | 减仓 |
| KLAC | KLA CORP | $1.59亿 | 0.32% | 107,990 | -213 | -0.2% | -$31.36万 | 减仓 |
| INTC | INTEL CORP | $1.58亿 | 0.32% | 3,572,447 | 144,877 | 4.2% | $639.34万 | 加仓 |
| AMGN | AMGEN INC | $1.55亿 | 0.32% | 441,342 | 2,332 | 0.5% | $82.05万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.54亿 | 0.31% | 1,654,141 | 31,700 | 2.0% | $294.43万 | 加仓 |
| CRM | SALESFORCE INC | $1.53亿 | 0.31% | 818,378 | 100 | 0.0% | $1.87万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.49亿 | 0.30% | 1,447,011 | -42,033 | -2.8% | -$431.55万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.47亿 | 0.30% | 299,262 | 28 | 0.0% | $1.38万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.47亿 | 0.30% | 1,052,776 | -2,618 | -0.2% | -$36.49万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $1.40亿 | 0.28% | 1,448,017 | 9,877 | 0.7% | $95.19万 | 加仓 |
| COP | CONOCOPHILLIPS | $1.38亿 | 0.28% | 1,042,965 | -521 | -0.0% | -$6.88万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $1.37亿 | 0.28% | 704,600 | 4,098 | 0.6% | $79.56万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.35亿 | 0.28% | 447,253 | 8,887 | 2.0% | $268.81万 | 加仓 |
| TJX | TJX COMPANIES INC | $1.31亿 | 0.27% | 818,890 | 1,233 | 0.2% | $19.69万 | 加仓 |
| PFE | PFIZER INC | $1.30亿 | 0.26% | 4,637,857 | -26,141 | -0.6% | -$73.40万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.30亿 | 0.26% | 281,368 | -245 | -0.1% | -$11.29万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.29亿 | 0.26% | 1,788,056 | -9,858 | -0.5% | -$70.91万 | 减仓 |
| APH | AMPHENOL CORP CL A | $1.21亿 | 0.25% | 956,037 | 11,131 | 1.2% | $140.64万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.20亿 | 0.24% | 28,411 | -91 | -0.3% | -$38.31万 | 减仓 |
| SCHW | SCHWAB (CHARLES) CORP | $1.18亿 | 0.24% | 1,255,230 | -89,737 | -6.7% | -$843.35万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.17亿 | 0.24% | 369,164 | 1,820 | 0.5% | $57.90万 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC | $1.17亿 | 0.24% | 515,512 | -25,288 | -4.7% | -$571.58万 | 减仓 |
| BA | BOEING CO/THE | $1.15亿 | 0.23% | 579,443 | 21,143 | 3.8% | $420.81万 | 加仓 |
| QCOM | QUALCOMM INC | $1.15亿 | 0.23% | 893,069 | -34,609 | -3.7% | -$445.69万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1.09亿 | 0.22% | 450,077 | 2,029 | 0.5% | $49.23万 | 加仓 |
| BLK | BLACKROCK INC | $1.09亿 | 0.22% | 113,189 | -100 | -0.1% | -$9.62万 | 减仓 |
| NEM | NEWMONT CORP | $1.09亿 | 0.22% | 1,004,039 | -20,067 | -2.0% | -$217.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.08亿 | 0.22% | 177,983 | 4,717 | 2.7% | $285.09万 | 加仓 |
| ACN | ACCENTURE PLC CL A | $1.06亿 | 0.22% | 536,497 | 5,090 | 1.0% | $100.93万 | 加仓 |
| DE | DEERE CO | $1.06亿 | 0.22% | 188,232 | 1,282 | 0.7% | $72.22万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $1.06亿 | 0.22% | 1,744,698 | -24,291 | -1.4% | -$147.33万 | 减仓 |
| LOW | LOWE S COS INC | $1.04亿 | 0.21% | 441,186 | -48 | -0.0% | -$1.13万 | 减仓 |
| ETN | EATON CORP PLC | $1.04亿 | 0.21% | 289,435 | -2,343 | -0.8% | -$83.80万 | 减仓 |
| WELL | WELLTOWER INC | $1.03亿 | 0.21% | 523,486 | 47,963 | 10.1% | $948.27万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.02亿 | 0.21% | 834,248 | -5,422 | -0.6% | -$66.57万 | 减仓 |
| SPGI | S P GLOBAL INC | $1.02亿 | 0.21% | 240,490 | 100 | 0.0% | $4.25万 | 加仓 |
| INTU | INTUIT INC | $1.02亿 | 0.21% | 236,462 | 7,784 | 3.4% | $336.56万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $1.01亿 | 0.21% | 556,016 | -9,979 | -1.8% | -$182.05万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9,804.40万 | 0.20% | 611,550 | 90,625 | 17.4% | $1,452.90万 | 加仓 |
| MO | ALTRIA GROUP INC | $9,787.50万 | 0.20% | 1,483,182 | -19,579 | -1.3% | -$129.20万 | 减仓 |
| PGR | PROGRESSIVE CORP | $9,782.70万 | 0.20% | 493,478 | -742 | -0.2% | -$14.71万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9,437.00万 | 0.19% | 211,336 | 244 | 0.1% | $10.90万 | 加仓 |
| PLD | PROLOGIS INC | $9,326.40万 | 0.19% | 705,585 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $9,189.40万 | 0.19% | 102,647 | -3,068 | -2.9% | -$274.66万 | 减仓 |
| CMCSA | COMCAST CORP CLASS A | $9,166.20万 | 0.19% | 3,192,681 | -108,969 | -3.3% | -$312.85万 | 减仓 |
| ADBE | ADOBE INC | $9,157.70万 | 0.19% | 376,734 | 6,046 | 1.6% | $146.97万 | 加仓 |
| MDT | MEDTRONIC PLC | $9,146.90万 | 0.19% | 1,055,609 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $9,111.90万 | 0.19% | 480,588 | -1,342 | -0.3% | -$25.44万 | 减仓 |
| CB | CHUBB LTD | $8,855.00万 | 0.18% | 271,683 | -8,969 | -3.2% | -$292.33万 | 减仓 |
| APP | APPLOVIN CORP CLASS A | $8,834.50万 | 0.18% | 221,973 | 5,644 | 2.6% | $224.63万 | 加仓 |
| MCK | MCKESSON CORP | $8,826.20万 | 0.18% | 101,994 | -120 | -0.1% | -$10.38万 | 减仓 |
| DUK | DUKE ENERGY CORP | $8,510.10万 | 0.17% | 649,924 | 39,659 | 6.5% | $519.29万 | 加仓 |