13F 机构持仓

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

WEST SACRAMENTO CA · SEC CIK 0001081019

2026Q22026Q1 更早 9 个季度 🔒
$1,086.16亿2026Q2 申报市值
3,002持仓数
32.8%前十大占比 · 第一大 6.5%
158 / 100新建仓 / 清仓
申报市值走势$1,086.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.5%
AAPL 5.9%
MSFT 3.7%
AMZN 3.2%
GOOGL 2.9%
AVGO 2.4%
IVV 2.4%
GOOG 2.3%
MU 1.8%
META 1.7%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$3.56亿
HONA 新建仓+$1.09亿
SPCX 新建仓+$1.04亿
LIN 加仓+$8,451.30万
CVX 加仓+$6,535.73万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$3.34亿
OTF 清仓-$2.51亿
HON 减仓-$1.12亿
GOOG 减仓-$1.01亿
SLB 减仓-$8,042.34万

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
PODD INSULET CORP $1,456.23万0.01%95,647 -8,355-8.0% -$127.20万 减仓
AIT APPLIED INDUSTRIAL TECH INC $1,459.32万0.01%43,156 -1,252-2.8% -$42.34万 减仓
CCK CROWN HOLDINGS INC $1,466.05万0.01%131,108 -1,964-1.5% -$21.96万 减仓
ZBRA ZEBRA TECHNOLOGIES CORP CL A $1,473.81万0.01%55,983 -29,615-34.6% -$779.64万 减仓
OC OWENS CORNING $1,477.17万0.01%92,927 -2,197-2.3% -$34.92万 减仓
RBRK RUBRIK INC A $1,478.17万0.01%184,127 11,7866.8% $94.62万 加仓
EXEL EXELIXIS INC $1,478.54万0.01%271,740 -25,416-8.6% -$138.29万 减仓
NTNX NUTANIX INC A $1,487.06万0.01%291,810 -9,554-3.2% -$48.69万 减仓
EVR EVERCORE INC A $1,489.50万0.01%43,624 -1,242-2.8% -$42.41万 减仓
DPZ DOMINO S PIZZA INC $1,490.47万0.01%50,347 6,86215.8% $203.14万 加仓
PNW PINNACLE WEST CAPITAL $1,497.91万0.01%139,992 -3,301-2.3% -$35.32万 减仓
MLI MUELLER INDUSTRIES INC $1,501.45万0.01%122,139 -2,070-1.7% -$25.45万 减仓
UNM UNUM GROUP $1,509.75万0.01%168,876 -19,407-10.3% -$173.50万 减仓
SANM SANMINA CORP $1,522.91万0.01%60,175 -3,572-5.6% -$90.40万 减仓
TXRH TEXAS ROADHOUSE INC $1,541.70万0.01%79,786 2,6613.5% $51.42万 加仓
TKO TKO GROUP HOLDINGS INC $1,544.63万0.01%76,729 -1,560-2.0% -$31.40万 减仓
AIZ ASSURANT INC $1,545.90万0.01%57,569 -1,259-2.1% -$33.81万 减仓
MOD MODINE MANUFACTURING CO $1,553.68万0.01%58,186 -550-0.9% -$14.69万 减仓
IOT SAMSARA INC CL A $1,570.44万0.01%484,256 -3,598-0.7% -$11.67万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $1,571.41万0.01%65,212 1,5552.4% $37.47万 加仓
LAMR LAMAR ADVERTISING CO A $1,576.24万0.01%101,054 4,1334.3% $64.47万 加仓
LYB LYONDELLBASELL INDU CL A $1,577.38万0.01%299,597 6,4312.2% $33.86万 加仓
BWA BORGWARNER INC $1,587.08万0.01%239,018 -10,434-4.2% -$69.28万 减仓
DKS DICK S SPORTING GOODS INC $1,587.83万0.01%70,007 -5,385-7.1% -$122.14万 减仓
RNR RENAISSANCERE HOLDINGS LTD $1,593.88万0.01%50,296 -3,390-6.3% -$107.43万 减仓
AA ALCOA CORP $1,596.69万0.01%306,232 7,5602.5% $39.42万 加仓
RGA REINSURANCE GROUP OF AMERICA $1,619.46万0.01%76,156 6240.8% $13.27万 加仓
PR PERMIAN RESOURCES CORP CL A $1,622.95万0.01%881,559 63,9937.8% $117.81万 加仓
GL GLOBE LIFE INC $1,628.97万0.01%91,167 6890.8% $12.31万 加仓
SOLS SOLSTICE ADV MATERIALS INC $1,631.89万0.02%184,186 5520.3% $4.89万 加仓
OHI OMEGA HEALTHCARE INVESTORS $1,643.57万0.02%344,709 -1,134-0.3% -$5.41万 减仓
RKT ROCKET COS INC CLASS A $1,643.89万0.02%1,043,739 -23,863-2.2% -$37.58万 减仓
AEIS ADVANCED ENERGY INDUSTRIES $1,644.28万0.02%44,098 -211-0.5% -$7.87万 减仓
SN SHARKNINJA INC $1,648.64万0.02%108,271 103,7052,271.2% $1,579.12万 加仓
LECO LINCOLN ELECTRIC HOLDINGS $1,658.32万0.02%62,458 -1,799-2.8% -$47.77万 减仓
RMBS RAMBUS INC $1,664.84万0.02%125,421 1,2261.0% $16.27万 加仓
— BCE INC $1,671.78万0.02%776,378 282,22057.1% $607.71万 加仓
JLL JONES LANG LASALLE INC $1,683.62万0.02%54,319 -529-1.0% -$16.40万 减仓
DTM DT MIDSTREAM INC $1,693.85万0.02%115,432 -5,119-4.2% -$75.12万 减仓
SWK STANLEY BLACK DECKER INC $1,696.58万0.02%180,257 1,2830.7% $12.08万 加仓
APG API GROUP CORP $1,699.20万0.02%401,229 -10,222-2.5% -$43.29万 减仓
CCEP COCA COLA EUROPACIFIC PARTNE $1,714.18万0.02%171,298 -23,669-12.1% -$236.86万 减仓
LULU LULULEMON ATHLETICA INC $1,718.09万0.02%150,472 -18,535-11.0% -$211.63万 减仓
DOC HEALTHPEAK PROPERTIES INC $1,729.88万0.02%808,354 -11,316-1.4% -$24.22万 减仓
ARMK ARAMARK $1,731.53万0.02%304,311 -1,166-0.4% -$6.63万 减仓
OVV OVINTIV INC $1,734.79万0.02%329,494 1,9040.6% $10.02万 加仓
CLH CLEAN HARBORS INC $1,740.97万0.02%58,275 -883-1.5% -$26.38万 减仓
SMTC SEMTECH CORP $1,744.69万0.02%107,797 4,9794.8% $80.59万 加仓
RRX REGAL REXNORD CORP $1,749.03万0.02%73,430 4610.6% $10.98万 加仓
RL RALPH LAUREN CORP $1,758.42万0.02%43,806 -1,284-2.8% -$51.54万 减仓
DY DYCOM INDUSTRIES INC $1,761.42万0.02%34,839 9672.9% $48.89万 加仓
PNFP PINNACLE FINANCIAL PARTNERS $1,770.00万0.02%175,456 175,456— $1,770.00万 新建仓
TEAM ATLASSIAN CORP CL A $1,776.79万0.02%228,408 -5,429-2.3% -$42.23万 减仓
TOST TOAST INC CLASS A $1,790.39万0.02%643,562 -9,162-1.4% -$25.49万 减仓
TOL TOLL BROTHERS INC $1,792.61万0.02%108,808 -1,733-1.6% -$28.55万 减仓
SGI SOMNIGROUP INTERNATIONAL INC $1,808.85万0.02%230,721 -1,116-0.5% -$8.75万 减仓
GLPI GAMING AND LEISURE PROPERTIE $1,812.16万0.02%406,953 -227,618-35.9% -$1,013.58万 减仓
GEN GEN DIGITAL INC $1,822.14万0.02%732,078 -134,840-15.6% -$335.62万 减仓
TLN TALEN ENERGY CORP $1,823.28万0.02%47,449 1,6963.7% $65.17万 加仓
BG BUNGE GLOBAL SA $1,831.67万0.02%171,617 14,4459.2% $154.17万 加仓
ALLE ALLEGION PLC $1,843.00万0.02%131,184 -6,386-4.6% -$89.72万 减仓
ALB ALBEMARLE CORP $1,848.34万0.02%136,884 7610.6% $10.28万 加仓
DAL DELTA AIR LINES INC $1,851.67万0.02%197,701 -15,657-7.3% -$146.64万 减仓
EG EVEREST GROUP LTD $1,859.74万0.02%52,060 -10,418-16.7% -$372.16万 减仓
SITM SITIME CORP $1,877.92万0.02%25,188 -467-1.8% -$34.82万 减仓
TSN TYSON FOODS INC CL A $1,878.01万0.02%328,037 1,7270.5% $9.89万 加仓
THC TENET HEALTHCARE CORP $1,888.57万0.02%100,950 -1,344-1.3% -$25.14万 减仓
HST HOST HOTELS RESORTS INC $1,893.23万0.02%798,496 4,6860.6% $11.11万 加仓
ROIV ROIVANT SCIENCES LTD $1,900.11万0.02%536,905 96,27121.8% $340.70万 加仓
TYL TYLER TECHNOLOGIES INC $1,914.15万0.02%65,450 1,1621.8% $33.98万 加仓
PTC PTC INC $1,924.87万0.02%169,428 -3,650-2.1% -$41.47万 减仓
CSGP COSTAR GROUP INC $1,927.70万0.02%680,684 13,5732.0% $38.44万 加仓
FOXA FOX CORP CLASS A $1,933.02万0.02%370,594 -30,396-7.6% -$158.55万 减仓
CF CF INDUSTRIES HOLDINGS INC $1,934.52万0.02%178,692 -1,700-0.9% -$18.40万 减仓
ZS ZSCALER INC $1,938.88万0.02%137,363 -1,745-1.3% -$24.63万 减仓
WSO WATSCO INC $1,940.29万0.02%46,560 -8,444-15.4% -$351.89万 减仓
COO COOPER COS INC THE $1,946.00万0.02%271,371 -42,413-13.5% -$304.14万 减仓
WCC WESCO INTERNATIONAL INC $1,952.96万0.02%56,537 1840.3% $6.36万 加仓
RGLD ROYAL GOLD INC $1,966.60万0.02%98,522 -61-0.1% -$1.22万 减仓
PNR PENTAIR PLC $1,967.15万0.02%256,607 -6,817-2.6% -$52.26万 减仓
GNRC GENERAC HOLDINGS INC $1,994.59万0.02%68,119 3280.5% $9.60万 加仓
PFGC PERFORMANCE FOOD GROUP CO $1,996.02万0.02%178,551 -5,142-2.8% -$57.48万 减仓
LDOS LEIDOS HOLDINGS INC $2,002.96万0.02%194,519 1,5780.8% $16.25万 加仓
NXT NEXTPOWER INC CL A $2,004.52万0.02%168,249 -4,728-2.7% -$56.33万 减仓
APTV APTIV PLC $2,010.21万0.02%327,502 8,0482.5% $49.40万 加仓
AKAM AKAMAI TECHNOLOGIES INC $2,021.99万0.02%171,051 3,1941.9% $37.76万 加仓
CHTR CHARTER COMMUNICATIONS INC A $2,029.02万0.02%142,678 30,68027.4% $436.30万 加仓
ECHO ECHOSTAR CORP A $2,029.10万0.02%199,911 -6,924-3.3% -$70.28万 减仓
REG REGENCY CENTERS CORP $2,038.01万0.02%255,582 -70,286-21.6% -$560.46万 减仓
CSL CARLISLE COS INC $2,040.47万0.02%56,250 -13,802-19.7% -$500.67万 减仓
GGG GRACO INC $2,049.28万0.02%271,033 -25,788-8.7% -$194.98万 减仓
SCCO SOUTHERN COPPER CORP $2,054.51万0.02%117,899 -134,625-53.3% -$2,345.98万 减仓
ITT ITT INC $2,056.55万0.02%103,992 2,9762.9% $58.85万 加仓
EWBC EAST WEST BANCORP INC $2,065.13万0.02%159,976 -3,784-2.3% -$48.85万 减仓
FNF FIDELITY NATIONAL FINANCIAL $2,065.92万0.02%438,067 -8,638-1.9% -$40.74万 减仓
BWXT BWX TECHNOLOGIES INC $2,071.76万0.02%106,435 3990.4% $7.77万 加仓
LII LENNOX INTERNATIONAL INC $2,084.22万0.02%36,377 -5,905-14.0% -$338.33万 减仓
ROKU ROKU INC $2,091.27万0.02%151,388 3030.2% $4.19万 加仓
ROL ROLLINS INC $2,091.73万0.02%501,134 92,78622.7% $387.29万 加仓
NDSN NORDSON CORP $2,105.40万0.02%69,787 -9,033-11.5% -$272.52万 减仓