NEW YORK STATE COMMON RETIREMENT FUND
ALBANY NY · SEC CIK 0000810265
$793.01亿2026Q2 申报市值
3,173持仓数
32.4%前十大占比 · 第一大 6.3%
232 / 195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
SNDK 加仓+$1.75亿
GLW 加仓+$1.08亿
WDC 加仓+$1.02亿
SPCX 新建仓+$9,158.78万
HONA 新建仓+$8,502.91万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2.68亿
AAPL 减仓-$1.85亿
GOOGL 减仓-$1.50亿
MSFT 减仓-$1.44亿
MU 减仓-$1.35亿
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 |
|---|---|---|---|---|---|---|---|---|
| NNI | NELNET INC CLASS A | $196.12万 | 0.00% | 14,709 | 1,200 | 8.9% | $16.00万 | 加仓 |
| BRZE | BRAZE INC - A | $196.72万 | 0.00% | 90,694 | 62,743 | 224.5% | $136.09万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $196.76万 | 0.00% | 55,193 | 12,920 | 30.6% | $46.06万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $197.00万 | 0.00% | 93,945 | 5,700 | 6.5% | $11.95万 | 加仓 |
| GFF | GRIFFON CORPORATION | $197.26万 | 0.00% | 20,226 | 1,700 | 9.2% | $16.58万 | 加仓 |
| MTH | MERITAGE HOME CORPORATION | $197.33万 | 0.00% | 23,534 | 2,500 | 11.9% | $20.96万 | 加仓 |
| PBF | PBF ENERGY INC | $197.47万 | 0.00% | 43,381 | 8,600 | 24.7% | $39.15万 | 加仓 |
| LQDA | LIQUIDIA CORP | $197.92万 | 0.00% | 24,824 | 2,900 | 13.2% | $23.12万 | 加仓 |
| RAMP | LIVERAMP HOLDINGS INC | $199.03万 | 0.00% | 52,878 | 2,700 | 5.4% | $10.16万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $200.01万 | 0.00% | 212,998 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RESOURCES CORP | $202.98万 | 0.00% | 36,220 | 3,700 | 11.4% | $20.73万 | 加仓 |
| PJT | PJT PARTNERS INC - A | $203.00万 | 0.00% | 13,449 | 3,076 | 29.7% | $46.43万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $204.01万 | 0.00% | 98,698 | 10,100 | 11.4% | $20.88万 | 加仓 |
| JBS | JBS NV | $204.41万 | 0.00% | 172,500 | -115,600 | -40.1% | -$136.99万 | 减仓 |
| MRP | MILLROSE PROPERTIES INC | $204.75万 | 0.00% | 68,136 | -9,300 | -12.0% | -$27.95万 | 减仓 |
| FTDR | FRONTDOOR INC | $204.75万 | 0.00% | 26,389 | 3,905 | 17.4% | $30.30万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $206.32万 | 0.00% | 14,371 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYSTEMS INC | $207.09万 | 0.00% | 49,353 | 13,166 | 36.4% | $55.24万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $207.28万 | 0.00% | 274,178 | 49,300 | 21.9% | $37.27万 | 加仓 |
| MATX | MATSON INC | $207.44万 | 0.00% | 10,791 | 800 | 8.0% | $15.38万 | 加仓 |
| MT | ARCELORMITTAL - NY REG | $207.69万 | 0.00% | 34,488 | 34,488 | — | $207.69万 | 新建仓 |
| SIGI | SELECTIVE INSURANCE GROUP | $208.65万 | 0.00% | 21,508 | 2,800 | 15.0% | $27.16万 | 加仓 |
| CNXN | P C CONNECTION INC | $208.73万 | 0.00% | 28,597 | 4,700 | 19.7% | $34.31万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $209.34万 | 0.00% | 11,050 | 900 | 8.9% | $17.05万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $210.87万 | 0.00% | 15,887 | -10,084 | -38.8% | -$133.84万 | 减仓 |
| SR | SPIRE INC | $211.38万 | 0.00% | 27,069 | 2,105 | 8.4% | $16.44万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $211.85万 | 0.00% | 32,957 | 1,932 | 6.2% | $12.42万 | 加仓 |
| OFG | OFG BANCORP | $212.16万 | 0.00% | 43,236 | 28,800 | 199.5% | $141.32万 | 加仓 |
| INTA | INTAPP INC | $213.44万 | 0.00% | 84,665 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STEEL | $213.77万 | 0.00% | 63,660 | -200 | -0.3% | -$6,716 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $215.04万 | 0.00% | 590,761 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUMINUM COMPANY | $215.30万 | 0.00% | 46,794 | -4,107 | -8.1% | -$18.90万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $215.44万 | 0.00% | 45,800 | 16,200 | 54.7% | $76.20万 | 加仓 |
| BY | BYLINE BANCORP INC | $215.83万 | 0.00% | 57,309 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HOLDINGS CORP | $216.06万 | 0.00% | 74,866 | -800 | -1.1% | -$2.31万 | 减仓 |
| FIGR | FIGURE TCHNLGY SOLUT-CL A | $218.04万 | 0.00% | 71,000 | 59,500 | 517.4% | $182.72万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $219.91万 | 0.00% | 42,429 | 5,961 | 16.3% | $30.90万 | 加仓 |
| RDN | RADIAN GROUP INC | $221.91万 | 0.00% | 58,910 | 15,700 | 36.3% | $59.14万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $222.07万 | 0.00% | 27,703 | -1,600 | -5.5% | -$12.83万 | 减仓 |
| OFRM | ONCE UPON A FARM PBC | $223.24万 | 0.00% | 109,005 | 74,936 | 220.0% | $153.47万 | 加仓 |
| STM | STMICROELECTRONICS NV | $223.43万 | 0.00% | 29,834 | -48,550 | -61.9% | -$363.59万 | 减仓 |
| INFY | INFOSYS TECHNOLOGIES ADR | $223.99万 | 0.00% | 213,526 | -53,428 | -20.0% | -$56.05万 | 减仓 |
| SEB | SEABOARD CORP | $224.11万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PROPERTY TR INC | $224.75万 | 0.00% | 137,207 | -6,000 | -4.2% | -$9.83万 | 减仓 |
| MKTX | MARKETAXESS HOLDINGS INC | $225.45万 | 0.00% | 19,865 | -314 | -1.6% | -$3.56万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST | $225.49万 | 0.00% | 143,441 | 11,600 | 8.8% | $18.24万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $225.72万 | 0.00% | 57,863 | 5,900 | 11.4% | $23.02万 | 加仓 |
| IRT | INDEPENDENCE REALTY TRUST | $225.93万 | 0.00% | 135,368 | 10,000 | 8.0% | $16.69万 | 加仓 |
| LAZ | LAZARD INC | $226.10万 | 0.00% | 53,910 | -170,520 | -76.0% | -$715.16万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $226.35万 | 0.00% | 22,529 | 2,547 | 12.7% | $25.59万 | 加仓 |
| TDS | TELEPHONE & DATA SYSTEMS | $226.90万 | 0.00% | 61,307 | 2,800 | 4.8% | $10.36万 | 加仓 |
| NEU | NEWMARKET CORPORATION | $227.72万 | 0.00% | 2,878 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE CORP | $227.76万 | 0.00% | 73,000 | 3,100 | 4.4% | $9.67万 | 加仓 |
| DUOL | DUOLINGO INC | $227.94万 | 0.00% | 19,817 | -250 | -1.2% | -$2.88万 | 减仓 |
| UIS | UNISYS CORP | $228.55万 | 0.00% | 624,461 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $228.58万 | 0.00% | 63,092 | 12,092 | 23.7% | $43.81万 | 加仓 |
| KN | KNOWLES CORP | $228.99万 | 0.00% | 55,204 | 2,500 | 4.7% | $10.37万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $229.65万 | 0.00% | 23,932 | 4,368 | 22.3% | $41.92万 | 加仓 |
| CVLT | COMMVAULT SYSTEMS INC | $230.00万 | 0.00% | 16,228 | 1,515 | 10.3% | $21.47万 | 加仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $231.87万 | 0.00% | 89,662 | -6,000 | -6.3% | -$15.52万 | 减仓 |
| ALRS | ALERUS FINANCIAL CORP | $231.88万 | 0.00% | 74,559 | 22,345 | 42.8% | $69.49万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $232.29万 | 0.00% | 26,165 | 3,900 | 17.5% | $34.62万 | 加仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $232.50万 | 0.00% | 21,690 | 1,000 | 4.8% | $10.72万 | 加仓 |
| OZK | BANK OZK | $232.87万 | 0.00% | 44,706 | -4,000 | -8.2% | -$20.84万 | 减仓 |
| COHU | COHU INC | $233.24万 | 0.00% | 31,557 | 14,216 | 82.0% | $105.07万 | 加仓 |
| — | NUVALENT INC | $233.54万 | 0.00% | 18,910 | -14,550 | -43.5% | -$179.69万 | 减仓 |
| S | SENTINELONE INC -CLASS A | $233.92万 | 0.00% | 137,842 | 3,500 | 2.6% | $5.94万 | 加仓 |
| EPRT | ESSENTIAL PROPERTIES REAL | $234.07万 | 0.00% | 78,416 | 14,900 | 23.5% | $44.48万 | 加仓 |
| DBX | DROPBOX INC - CLASS A | $234.16万 | 0.00% | 85,241 | -12,400 | -12.7% | -$34.06万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA NV | $236.94万 | 0.00% | 181,980 | 31,381 | 20.8% | $40.86万 | 加仓 |
| LADR | LADDER CAPITAL CORP | $237.02万 | 0.00% | 238,208 | -19,200 | -7.5% | -$19.10万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN | $237.79万 | 0.00% | 72,144 | 67,800 | 1,560.8% | $223.47万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $238.08万 | 0.00% | 23,252 | 2,000 | 9.4% | $20.48万 | 加仓 |
| TNK | TEEKAY TANKERS LTD-CL A | $238.73万 | 0.00% | 36,802 | 1,500 | 4.2% | $9.73万 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $238.83万 | 0.00% | 89,820 | 6,300 | 7.5% | $16.75万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $238.84万 | 0.00% | 45,755 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HOLDING CORP | $238.86万 | 0.00% | 22,851 | -756 | -3.2% | -$7.90万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $239.31万 | 0.00% | 66,456 | -98,098 | -59.6% | -$353.25万 | 减仓 |
| PFBC | PREFERRED BANK/LOS ANGELE | $239.85万 | 0.00% | 22,572 | -1,700 | -7.0% | -$18.06万 | 减仓 |
| ATHM | AUTOHOME INC-ADR | $240.05万 | 0.00% | 126,144 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $241.21万 | 0.00% | 51,862 | 7,390 | 16.6% | $34.37万 | 加仓 |
| SAP | SAP SE SPONS ADR | $241.41万 | 0.00% | 15,665 | 330 | 2.2% | $5.09万 | 加仓 |
| HTFL | HEARTFLOW INC | $241.45万 | 0.00% | 82,295 | 28,666 | 53.5% | $84.11万 | 加仓 |
| FISI | FINANCIAL INSTITUTION INC | $241.67万 | 0.00% | 62,015 | 2,600 | 4.4% | $10.13万 | 加仓 |
| VLY | VALLEY NATIONAL BANCORP | $241.85万 | 0.00% | 165,083 | 18,200 | 12.4% | $26.66万 | 加仓 |
| BSY | BENTLEY SYSTEMS INC | $242.29万 | 0.00% | 81,060 | -6,100 | -7.0% | -$18.23万 | 减仓 |
| GBX | GREENBRIER COMPANIES INC | $245.33万 | 0.00% | 50,058 | 4,300 | 9.4% | $21.07万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $245.52万 | 0.00% | 86,086 | 23,927 | 38.5% | $68.24万 | 加仓 |
| INGR | INGREDION INC | $246.00万 | 0.00% | 25,974 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $246.03万 | 0.00% | 25,262 | 6,395 | 33.9% | $62.28万 | 加仓 |
| QLYS | QUALYS INC | $246.16万 | 0.00% | 17,904 | 1,100 | 6.5% | $15.12万 | 加仓 |
| UPWK | UPWORK INC | $247.12万 | 0.00% | 295,595 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS | $247.37万 | 0.00% | 39,303 | 3,385 | 9.4% | $21.31万 | 加仓 |
| PATH | UIPATH INC | $248.20万 | 0.00% | 228,337 | 42,400 | 22.8% | $46.09万 | 加仓 |
| TNL | TRAVEL LEISURE COMPANY | $248.29万 | 0.00% | 32,486 | -3,200 | -9.0% | -$24.46万 | 减仓 |
| GVA | GRANITE CONSTRUCTION INC | $248.94万 | 0.00% | 15,748 | 2,000 | 14.5% | $31.62万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $249.42万 | 0.00% | 185,029 | 40,306 | 27.9% | $54.33万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $249.93万 | 0.00% | 101,517 | -77,076 | -43.2% | -$189.76万 | 减仓 |
| AROC | ARCHROCK INC | $250.26万 | 0.00% | 61,473 | 5,200 | 9.2% | $21.17万 | 加仓 |
| FCN | FTI CONSULTING INC | $251.57万 | 0.00% | 16,883 | -2,100 | -11.1% | -$31.29万 | 减仓 |