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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $37.63亿 | 6.95% | 18,805,798 | -1,009,793 | -5.1% | -$2.02亿 | 减仓 |
| AAPL | APPLE INC | $32.84亿 | 6.06% | 11,348,392 | -578,411 | -4.8% | -$1.67亿 | 减仓 |
| MSFT | MICROSOFT CORP | $21.54亿 | 3.98% | 5,774,270 | -300,325 | -4.9% | -$1.12亿 | 减仓 |
| AMZN | AMAZON.COM INC | $17.97亿 | 3.32% | 7,539,604 | -323,683 | -4.1% | -$7,714.66万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $16.16亿 | 2.98% | 4,521,862 | -210,124 | -4.4% | -$7,509.20万 | 减仓 |
| AVGO | BROADCOM INC | $13.84亿 | 2.56% | 3,664,066 | -163,045 | -4.3% | -$6,159.03万 | 减仓 |
| GOOG | ALPHABET INC CL C | $12.85亿 | 2.37% | 3,636,302 | -160,179 | -4.2% | -$5,659.61万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $10.15亿 | 1.87% | 879,390 | -45,312 | -4.9% | -$5,230.32万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $9.57亿 | 1.77% | 1,699,409 | -71,325 | -4.0% | -$4,017.67万 | 减仓 |
| TSLA | TESLA INC | $9.09亿 | 1.68% | 2,161,108 | -103,384 | -4.6% | -$4,348.33万 | 减仓 |
| LLY | ELI LILLY CO | $7.41亿 | 1.37% | 618,137 | -25,959 | -4.0% | -$3,113.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $7.31亿 | 1.35% | 1,258,935 | -40,776 | -3.1% | -$2,368.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $7.02亿 | 1.30% | 1,403,401 | -73,222 | -5.0% | -$3,663.96万 | 减仓 |
| JPM | JPMORGAN CHASE CO | $6.69亿 | 1.23% | 2,042,799 | -141,777 | -6.5% | -$4,640.78万 | 减仓 |
| INTC | INTEL CORP | $5.00亿 | 0.92% | 3,583,226 | 10,779 | 0.3% | $150.51万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $4.78亿 | 0.88% | 1,881,966 | -102,327 | -5.2% | -$2,598.80万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $4.46亿 | 0.82% | 617,517 | -14,245 | -2.3% | -$1,029.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4.41亿 | 0.81% | 1,017,431 | -54,720 | -5.1% | -$2,371.18万 | 减仓 |
| — | EXXON MOBIL CORP | $4.40亿 | 0.81% | 3,220,685 | -221,559 | -6.4% | -$3,029.15万 | 减仓 |
| V | VISA INC CLASS A SHARES | $4.27亿 | 0.79% | 1,244,978 | -98,297 | -7.3% | -$3,372.48万 | 减仓 |
| CAT | CATERPILLAR INC | $3.78亿 | 0.70% | 355,409 | -15,002 | -4.1% | -$1,597.56万 | 减仓 |
| WMT | WALMART INC | $3.77亿 | 0.70% | 3,331,240 | -170,608 | -4.9% | -$1,932.30万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $3.57亿 | 0.66% | 3,035,373 | -141,840 | -4.5% | -$1,666.05万 | 减仓 |
| ABBV | ABBVIE INC | $3.44亿 | 0.63% | 1,366,818 | -75,670 | -5.2% | -$1,904.16万 | 减仓 |
| MA | MASTERCARD INC A | $3.19亿 | 0.59% | 620,773 | -47,118 | -7.1% | -$2,419.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $3.17亿 | 0.59% | 339,199 | -16,921 | -4.8% | -$1,582.91万 | 减仓 |
| KLAC | KLA CORP | $3.13亿 | 0.58% | 1,035,810 | -44,090 | -4.1% | -$1,330.24万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $2.92亿 | 0.54% | 5,120,013 | -272,887 | -5.1% | -$1,554.91万 | 减仓 |
| GE | GENERAL ELECTRIC | $2.92亿 | 0.54% | 780,224 | -49,814 | -6.0% | -$1,861.70万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.83亿 | 0.52% | 681,675 | -36,368 | -5.1% | -$1,511.57万 | 减仓 |
| SNDK | SANDISK CORP | $2.62亿 | 0.48% | 115,043 | -1,393 | -1.2% | -$316.73万 | 减仓 |
| GEV | GE VERNOVA INC | $2.56亿 | 0.47% | 217,733 | -1,471 | -0.7% | -$172.82万 | 减仓 |
| HD | HOME DEPOT INC | $2.56亿 | 0.47% | 724,686 | -40,533 | -5.3% | -$1,429.52万 | 减仓 |
| PG | PROCTER GAMBLE CO/THE | $2.50亿 | 0.46% | 1,703,369 | -134,401 | -7.3% | -$1,970.86万 | 减仓 |
| MRK | MERCK CO. INC. | $2.47亿 | 0.46% | 1,919,612 | -138,027 | -6.7% | -$1,773.65万 | 减仓 |
| CVX | CHEVRON CORP | $2.40亿 | 0.44% | 1,445,883 | -103,900 | -6.7% | -$1,722.25万 | 减仓 |
| NFLX | NETFLIX INC | $2.33亿 | 0.43% | 3,264,699 | -163,379 | -4.8% | -$1,166.53万 | 减仓 |
| KO | COCA COLA CO/THE | $2.30亿 | 0.42% | 2,828,855 | -146,030 | -4.9% | -$1,186.79万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.29亿 | 0.42% | 226,081 | -14,058 | -5.9% | -$1,421.79万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $2.13亿 | 0.39% | 1,179,085 | -97,790 | -7.7% | -$1,769.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC A | $2.06亿 | 0.38% | 1,764,687 | -80,590 | -4.4% | -$940.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.06亿 | 0.38% | 603,460 | -8,090 | -1.3% | -$275.89万 | 减仓 |
| RTX | RTX CORP | $2.04亿 | 0.38% | 1,072,575 | -40,466 | -3.6% | -$767.76万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $2.01亿 | 0.37% | 675,243 | -29,357 | -4.2% | -$875.05万 | 减仓 |
| IBM | INTL BUSINESS MACHINES CORP | $1.96亿 | 0.36% | 696,206 | -30,125 | -4.1% | -$847.14万 | 减仓 |
| MS | MORGAN STANLEY | $1.93亿 | 0.36% | 920,899 | -64,067 | -6.5% | -$1,339.26万 | 减仓 |
| ORCL | ORACLE CORP | $1.88亿 | 0.35% | 1,283,395 | -42,822 | -3.2% | -$627.56万 | 减仓 |
| C | CITIGROUP INC | $1.88亿 | 0.35% | 1,342,818 | -107,073 | -7.4% | -$1,498.60万 | 减仓 |
| WFC | WELLS FARGO CO | $1.88亿 | 0.35% | 2,272,977 | -229,170 | -9.2% | -$1,893.86万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.85亿 | 0.34% | 622,682 | 622,682 | — | $1.85亿 | 新建仓 |
| LIN | LINDE PLC | $1.80亿 | 0.33% | 346,763 | -16,510 | -4.5% | -$856.77万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.73亿 | 0.32% | 270,412 | -15,137 | -5.3% | -$966.83万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $1.67亿 | 0.31% | 172,774 | -12,935 | -7.0% | -$1,248.23万 | 减仓 |
| APH | AMPHENOL CORP CL A | $1.67亿 | 0.31% | 945,351 | -10,686 | -1.1% | -$188.42万 | 减仓 |
| QCOM | QUALCOMM INC | $1.56亿 | 0.29% | 844,416 | -48,653 | -5.4% | -$899.06万 | 减仓 |
| GLW | CORNING INC | $1.53亿 | 0.28% | 597,598 | -20,487 | -3.3% | -$523.30万 | 减仓 |
| AMGN | AMGEN INC | $1.53亿 | 0.28% | 421,250 | -20,092 | -4.6% | -$727.57万 | 减仓 |
| PEP | PEPSICO INC | $1.52亿 | 0.28% | 1,119,123 | 42,054 | 3.9% | $569.41万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC A | $1.46亿 | 0.27% | 191,507 | -5,682 | -2.9% | -$433.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.44亿 | 0.27% | 362,939 | -6,225 | -1.7% | -$247.24万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.43亿 | 0.26% | 286,141 | -13,121 | -4.4% | -$657.84万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1.41亿 | 0.26% | 416,974 | -30,279 | -6.8% | -$1,024.18万 | 减仓 |
| MCD | MCDONALD S CORP | $1.40亿 | 0.26% | 518,182 | -30,396 | -5.5% | -$821.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.38亿 | 0.26% | 813,235 | -21,013 | -2.5% | -$356.97万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.37亿 | 0.25% | 1,560,526 | -93,615 | -5.7% | -$821.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.34亿 | 0.25% | 3,167,489 | -221,810 | -6.5% | -$939.14万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $1.30亿 | 0.24% | 1,352,025 | -95,992 | -6.6% | -$923.92万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.25亿 | 0.23% | 988,492 | -64,284 | -6.1% | -$812.16万 | 减仓 |
| BA | BOEING CO/THE | $1.25亿 | 0.23% | 575,590 | -3,853 | -0.7% | -$83.41万 | 减仓 |
| ETN | EATON CORP PLC | $1.22亿 | 0.22% | 285,644 | -3,791 | -1.3% | -$161.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.22亿 | 0.22% | 1,340,090 | -106,921 | -7.4% | -$970.20万 | 减仓 |
| TJX | TJX COMPANIES INC | $1.21亿 | 0.22% | 795,432 | -23,458 | -2.9% | -$355.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.20亿 | 0.22% | 1,662,640 | -125,416 | -7.0% | -$905.00万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1.18亿 | 0.22% | 434,309 | -15,768 | -3.5% | -$428.89万 | 减仓 |
| T | AT T INC | $1.18亿 | 0.22% | 5,692,498 | -405,952 | -6.7% | -$840.32万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.17亿 | 0.22% | 656,341 | -53,934 | -7.6% | -$961.32万 | 减仓 |
| WELL | WELLTOWER INC | $1.16亿 | 0.21% | 510,390 | -13,096 | -2.5% | -$297.24万 | 减仓 |
| DE | DEERE CO | $1.16亿 | 0.21% | 182,165 | -6,067 | -3.2% | -$384.85万 | 减仓 |
| SCHW | SCHWAB (CHARLES) CORP | $1.15亿 | 0.21% | 1,250,931 | -4,299 | -0.3% | -$39.67万 | 减仓 |
| APP | APPLOVIN CORP CLASS A | $1.10亿 | 0.20% | 214,100 | -7,873 | -3.5% | -$405.64万 | 减仓 |
| CRM | SALESFORCE INC | $1.10亿 | 0.20% | 700,572 | -117,806 | -14.4% | -$1,845.56万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.06亿 | 0.20% | 265,762 | -15,606 | -5.5% | -$620.62万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $1.05亿 | 0.19% | 523,450 | -32,566 | -5.9% | -$653.34万 | 减仓 |
| BLK | BLACKROCK INC | $1.04亿 | 0.19% | 108,362 | -4,827 | -4.3% | -$464.15万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.04亿 | 0.19% | 476,494 | -16,984 | -3.4% | -$371.02万 | 减仓 |
| DELL | DELL TECHNOLOGIES C | $1.04亿 | 0.19% | 240,553 | -12,281 | -4.9% | -$529.88万 | 减仓 |
| PFE | PFIZER INC | $1.03亿 | 0.19% | 4,285,549 | -352,308 | -7.6% | -$848.36万 | 减仓 |
| VRT | VERTIV HOLDINGS CO A | $1.03亿 | 0.19% | 308,034 | 9,442 | 3.2% | $316.14万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.03亿 | 0.19% | 206,935 | -4,401 | -2.1% | -$218.61万 | 减仓 |
| COP | CONOCOPHILLIPS | $1.02亿 | 0.19% | 977,947 | -65,018 | -6.2% | -$675.92万 | 减仓 |
| CVS | CVS HEALTH CORP | $1.00亿 | 0.19% | 970,841 | -49,429 | -4.8% | -$511.35万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $9,842.10万 | 0.18% | 100,623 | -2,024 | -2.0% | -$197.97万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $9,633.00万 | 0.18% | 1,671,815 | -72,883 | -4.2% | -$419.95万 | 减仓 |
| MO | ALTRIA GROUP INC | $9,602.20万 | 0.18% | 1,334,569 | -148,613 | -10.0% | -$1,069.27万 | 减仓 |
| LOW | LOWE S COS INC | $9,510.80万 | 0.18% | 431,348 | -9,838 | -2.2% | -$216.92万 | 减仓 |
| SPGI | S P GLOBAL INC | $9,339.30万 | 0.17% | 229,321 | -11,169 | -4.6% | -$454.87万 | 减仓 |
| PLD | PROLOGIS INC | $9,223.00万 | 0.17% | 680,814 | -24,771 | -3.5% | -$335.57万 | 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 |
| NEM | NEWMONT CORP | $8,935.50万 | 0.16% | 956,690 | -47,349 | -4.7% | -$442.24万 | 减仓 |
| CB | CHUBB LTD | $8,712.40万 | 0.16% | 255,690 | -15,993 | -5.9% | -$544.95万 | 减仓 |