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
CRUS CIRRUS LOGIC INC $877.00万0.01%59,045 990.2% $1.47万 加仓
HXL HEXCEL CORP $873.76万0.01%87,324 -5,312-5.7% -$53.15万 减仓
JBTM JBT MAREL CORP $872.91万0.01%60,201 -593-1.0% -$8.60万 减仓
AM ANTERO MIDSTREAM CORP $871.47万0.01%383,063 -43,850-10.3% -$99.76万 减仓
TTD TRADE DESK INC THE CLASS A $870.45万0.01%481,441 -186,624-27.9% -$337.42万 减仓
ULS UL SOLUTIONS INC CLASS A $870.36万0.01%85,447 1,1151.3% $11.36万 加仓
ALV AUTOLIV INC $869.13万0.01%74,815 -5,546-6.9% -$64.43万 减仓
OKLO OKLO INC $868.29万0.01%165,926 34,73826.5% $181.78万 加仓
H HYATT HOTELS CORP CL A $865.44万0.01%44,647 -5,129-10.3% -$99.42万 减仓
AWI ARMSTRONG WORLD INDUSTRIES $862.51万0.01%53,766 2,3104.5% $37.06万 加仓
DVA DAVITA INC $861.09万0.01%38,704 -6,539-14.5% -$145.48万 减仓
UGI UGI CORP $856.58万0.01%247,996 -4,078-1.6% -$14.09万 减仓
LUMN LUMEN TECHNOLOGIES INC $847.27万0.01%1,103,222 -27,319-2.4% -$20.98万 减仓
EAT BRINKER INTERNATIONAL INC $847.12万0.01%50,424 -1,170-2.3% -$19.66万 减仓
BAH BOOZ ALLEN HAMILTON HOLDINGS $846.78万0.01%139,571 -5,350-3.7% -$32.46万 减仓
HLI HOULIHAN LOKEY INC $845.94万0.01%63,069 -1,301-2.0% -$17.45万 减仓
KGS KODIAK GAS SERVICES INC $844.10万0.01%112,352 11,95611.9% $89.83万 加仓
CAVA CAVA GROUP INC $843.67万0.01%107,501 -3,341-3.0% -$26.22万 减仓
LNTH LANTHEUS HOLDINGS INC $843.42万0.01%76,025 -2,182-2.8% -$24.21万 减仓
AXTA AXALTA COATING SYSTEMS LTD $843.40万0.01%246,465 -5,844-2.3% -$20.00万 减仓
IDCC INTERDIGITAL INC $841.26万0.01%29,713 -462-1.5% -$13.08万 减仓
STAG STAG INDUSTRIAL INC $840.94万0.01%220,951 -569-0.3% -$2.17万 减仓
AVT AVNET INC $839.46万0.01%94,512 5470.6% $4.86万 加仓
TTEK TETRA TECH INC $836.99万0.01%289,716 -781-0.3% -$2.26万 减仓
KNSL KINSALE CAPITAL GROUP INC $836.76万0.01%25,371 -339-1.3% -$11.18万 减仓
MIDD MIDDLEBY CORP $835.02万0.01%48,545 -7,332-13.1% -$126.12万 减仓
SLAB SILICON LABORATORIES INC $832.74万0.01%38,101 980.3% $2.14万 加仓
AGCO AGCO CORP $831.63万0.01%69,476 -4,059-5.5% -$48.59万 减仓
HRL HORMEL FOODS CORP $825.92万0.01%332,764 -28,526-7.9% -$70.80万 减仓
KMX CARMAX INC $825.31万0.01%156,042 -7,878-4.8% -$41.67万 减仓
OMF ONEMAIN HOLDINGS INC $824.56万0.01%135,241 -5,740-4.1% -$35.00万 减仓
— GATES INDUSTRIAL CORP PLC $823.78万0.01%294,521 -8,602-2.8% -$24.06万 减仓
LSTR LANDSTAR SYSTEM INC $823.43万0.01%39,816 -1,128-2.8% -$23.33万 减仓
FLR FLUOR CORP $823.21万0.01%157,131 -29,693-15.9% -$155.56万 减仓
POOL POOL CORP $820.51万0.01%38,181 -856-2.2% -$18.40万 减仓
RGEN REPLIGEN CORP $820.17万0.01%60,112 -1,748-2.8% -$23.85万 减仓
PCVX VAXCYTE INC $818.66万0.01%140,833 4,7333.5% $27.51万 加仓
AOS SMITH A O CORP $817.29万0.01%130,307 -6,012-4.4% -$37.71万 减仓
EXP EAGLE MATERIALS INC $817.20万0.01%36,320 -1,608-4.2% -$36.18万 减仓
CMC COMMERCIAL METALS CO $816.82万0.01%130,170 -3,638-2.7% -$22.83万 减仓
ST SENSATA TECHNOLOGIES HOLDPLC $809.29万0.01%169,521 4430.3% $2.11万 加仓
NFG NATIONAL FUEL GAS CO $808.82万0.01%104,756 -1,428-1.3% -$11.03万 减仓
GVA GRANITE CONSTRUCTION INC $804.83万0.01%50,913 -1,461-2.8% -$23.10万 减仓
— TAYLOR MORRISON HOME CORP $803.31万0.01%111,975 -3,188-2.8% -$22.87万 减仓
HIMS HIMS HERS HEALTH INC $800.01万0.01%230,749 2,4971.1% $8.66万 加仓
TRNO TERRENO REALTY CORP $798.83万0.01%123,333 1,7581.4% $11.39万 加仓
— ARCOSA INC $796.77万0.01%54,840 2,6575.1% $38.60万 加仓
KLIC KULICKE SOFFA INDUSTRIES $795.97万0.01%59,507 -1,709-2.8% -$22.86万 减仓
VLY VALLEY NATIONAL BANCORP $795.71万0.01%543,146 -79,106-12.7% -$115.89万 减仓
PB PROSPERITY BANCSHARES INC $792.41万0.01%108,505 -11,577-9.6% -$84.55万 减仓
FNB FNB CORP $788.89万0.01%413,464 -42,127-9.2% -$80.38万 减仓
AROC ARCHROCK INC $785.99万0.01%193,070 -9,564-4.7% -$38.94万 减仓
LEA LEAR CORP $784.30万0.01%58,504 -1,590-2.6% -$21.32万 减仓
OSCR OSCAR HEALTH INC CLASS A $780.30万0.01%273,599 38,15616.2% $108.82万 加仓
MOS MOSAIC CO THE $780.13万0.01%368,161 1,6950.5% $3.59万 加仓
LAD LITHIA MOTORS INC $779.50万0.01%26,834 -1,504-5.3% -$43.69万 减仓
LKQ LKQ CORP $778.69万0.01%295,744 -3,919-1.3% -$10.32万 减仓
TWST TWIST BIOSCIENCE CORP $777.04万0.01%75,529 5,1817.4% $53.30万 加仓
MTG MGIC INVESTMENT CORP $774.42万0.01%274,616 4230.2% $1.19万 加仓
HR HEALTHCARE REALTY TRUST INC $773.68万0.01%383,581 -13,392-3.4% -$27.01万 减仓
GBCI GLACIER BANCORP INC $772.02万0.01%149,674 -3,181-2.1% -$16.41万 减仓
NOV NOV INC $771.67万0.01%415,992 -6,842-1.6% -$12.69万 减仓
FAF FIRST AMERICAN FINANCIAL $771.28万0.01%112,448 -8,000-6.6% -$54.87万 减仓
ORA ORMAT TECHNOLOGIES INC $768.09万0.01%70,532 8731.3% $9.51万 加仓
MRCY MERCURY SYSTEMS INC $763.02万0.01%62,374 -1,196-1.9% -$14.63万 减仓
SARO STANDARDAERO INC $762.23万0.01%254,842 21,9009.4% $65.50万 加仓
CHE CHEMED CORP $761.39万0.01%16,348 -484-2.9% -$22.54万 减仓
IESC IES HOLDINGS INC $761.11万0.01%10,360 -334-3.1% -$24.54万 减仓
CHRD CHORD ENERGY CORP $760.82万0.01%66,563 -301-0.5% -$3.44万 减仓
ACMR ACM RESEARCH INC CLASS A $757.56万0.01%59,702 -3,429-5.4% -$43.51万 减仓
ETSY ETSY INC $756.19万0.01%100,383 -2,959-2.9% -$22.29万 减仓
AVTR AVANTOR INC $755.74万0.01%763,374 -22,425-2.9% -$22.20万 减仓
MAC MACERICH CO/THE $753.74万0.01%299,223 -8,097-2.6% -$20.40万 减仓
VSH VISHAY INTERTECHNOLOGY INC $753.47万0.01%140,103 8,4926.5% $45.67万 加仓
CORZ CORE SCIENTIFIC INC $747.94万0.01%292,279 3,3431.2% $8.55万 加仓
CAG CONAGRA BRANDS INC $746.24万0.01%554,415 -2,869-0.5% -$3.86万 减仓
BRKR BRUKER CORP $745.55万0.01%123,886 1,3071.1% $7.87万 加仓
— JANUS HENDERSON GROUP PLC $745.16万0.01%143,437 -5,747-3.9% -$29.86万 减仓
MSA MSA SAFETY INC $743.69万0.01%42,599 9602.3% $16.76万 加仓
FND FLOOR DECOR HOLDINGS INC A $743.12万0.01%125,188 9620.8% $5.71万 加仓
JXN JACKSON FINANCIAL INC A $742.71万0.01%72,537 -8,173-10.1% -$83.68万 减仓
RGTI RIGETTI COMPUTING INC $741.47万0.01%383,783 5,8281.5% $11.26万 加仓
UBSI UNITED BANKSHARES INC $739.40万0.01%161,335 5,6923.7% $26.09万 加仓
ENPH ENPHASE ENERGY INC $734.02万0.01%149,070 -1,770-1.2% -$8.72万 减仓
UCTT ULTRA CLEAN HOLDINGS INC $731.37万0.01%51,292 -351-0.7% -$5.00万 减仓
EPRT ESSENTIAL PROPERTIES REALTY $729.68万0.01%244,448 6,7802.9% $20.24万 加仓
WH WYNDHAM HOTELS RESORTS INC $729.20万0.01%86,593 -2,518-2.8% -$21.20万 减仓
SM SM ENERGY CO $725.72万0.01%278,055 27,67411.1% $72.23万 加仓
VNO VORNADO REALTY TRUST $725.12万0.01%184,510 -8,734-4.5% -$34.32万 减仓
PTGX PROTAGONIST THERAPEUTICS INC $722.74万0.01%58,961 2840.5% $3.48万 加仓
MHK MOHAWK INDUSTRIES INC $721.60万0.01%59,474 -1,730-2.8% -$20.99万 减仓
FOX FOX CORP CLASS B $721.27万0.01%153,986 -18,036-10.5% -$84.48万 减仓
MSGK MADISON SQUARE GARDEN SPORTS $719.82万0.01%17,913 -539-2.9% -$21.66万 减仓
HWC HANCOCK WHITNEY CORP $718.95万0.01%96,219 -2,838-2.9% -$21.21万 减仓
M MACY S INC $718.43万0.01%305,066 3,0311.0% $7.14万 加仓
CVLT COMMVAULT SYSTEMS INC $718.22万0.01%50,675 -955-1.8% -$13.54万 减仓
GTX GARRETT MOTION INC $718.20万0.01%198,234 -4,321-2.1% -$15.65万 减仓
MTRN MATERION CORP $712.01万0.01%23,942 -670-2.7% -$19.93万 减仓
NEU NEWMARKET CORP $711.80万0.01%8,996 -214-2.3% -$16.93万 减仓
RYTM RHYTHM PHARMACEUTICALS INC $710.94万0.01%64,031 -1,775-2.7% -$19.71万 减仓