OREGON PUBLIC EMPLOYEES RETIREMENT FUND
TIGARD OR · SEC CIK 0001107314
$92.63亿2026Q2 申报市值
1,509持仓数
31.3%前十大占比 · 第一大 6.4%
38 / 39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
NVDA 加仓+$3,913.24万
AAPL 加仓+$3,614.25万
MRVL 新建仓+$3,207.23万
MSFT 加仓+$2,350.59万
AMZN 加仓+$2,026.65万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$755.09万
FLEX 减仓-$488.58万
OBDC 减仓-$434.80万
DD 减仓-$407.88万
CHKP 清仓-$374.50万
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 |
|---|---|---|---|---|---|---|---|---|
| UTL | UNITIL CORP | $21.75万 | 0.00% | 4,127 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $21.81万 | 0.00% | 8,796 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $21.86万 | 0.00% | 9,729 | 100 | 1.0% | $2,247 | 加仓 |
| CNXC | CONCENTRIX CORP | $22.18万 | 0.00% | 9,900 | 1,031 | 11.6% | $2.31万 | 加仓 |
| TRST | TRUSTCO BANK CORP NY | $22.19万 | 0.00% | 4,041 | -33 | -0.8% | -$1,812 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $22.24万 | 0.00% | 4,862 | -100 | -2.0% | -$4,574 | 减仓 |
| PMT | PENNYMAC MORTGAGE INVESTMENT | $22.35万 | 0.00% | 19,813 | -100 | -0.5% | -$1,128 | 减仓 |
| CNMD | CONMED CORP | $22.38万 | 0.00% | 6,837 | -200 | -2.8% | -$6,546 | 减仓 |
| GO | GROCERY OUTLET HOLDING CORP | $22.48万 | 0.00% | 22,526 | 100 | 0.4% | $998 | 加仓 |
| SCSC | SCANSOURCE INC | $22.48万 | 0.00% | 4,316 | -200 | -4.4% | -$1.04万 | 减仓 |
| CFFN | CAPITOL FEDERAL FINANCIAL IN | $22.54万 | 0.00% | 26,492 | -800 | -2.9% | -$6,808 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $22.56万 | 0.00% | 6,410 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $22.60万 | 0.00% | 8,500 | 8,500 | — | $22.60万 | 新建仓 |
| CPF | CENTRAL PACIFIC FINANCIAL CO | $22.61万 | 0.00% | 5,920 | -100 | -1.7% | -$3,820 | 减仓 |
| MRTN | MARTEN TRANSPORT LTD | $22.78万 | 0.00% | 13,132 | -100 | -0.8% | -$1,735 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $22.86万 | 0.00% | 9,011 | -400 | -4.3% | -$1.01万 | 减仓 |
| UPWK | UPWORK INC | $23.48万 | 0.00% | 28,090 | -1,800 | -6.0% | -$1.50万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $23.55万 | 0.00% | 15,605 | 100 | 0.6% | $1,509 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $23.66万 | 0.00% | 43,652 | -1,100 | -2.5% | -$5,962 | 减仓 |
| MSEX | MIDDLESEX WATER CO | $23.67万 | 0.00% | 4,214 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $23.70万 | 0.00% | 8,000 | 698 | 9.6% | $2.07万 | 加仓 |
| AZTA | AZENTA INC | $23.73万 | 0.00% | 9,300 | -100 | -1.1% | -$2,552 | 减仓 |
| DFIN | DONNELLEY FINANCIAL SOLUTION | $23.87万 | 0.00% | 5,691 | -400 | -6.6% | -$1.68万 | 减仓 |
| USPH | U.S. PHYSICAL THERAPY INC | $23.92万 | 0.00% | 3,483 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC | $23.98万 | 0.00% | 7,029 | 100 | 1.4% | $3,411 | 加仓 |
| VTOL | BRISTOW GROUP INC | $24.39万 | 0.00% | 5,902 | 100 | 1.7% | $4,132 | 加仓 |
| DLX | DELUXE CORP | $24.64万 | 0.00% | 10,320 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STEEL INC | $24.75万 | 0.00% | 7,370 | -85 | -1.1% | -$2,854 | 减仓 |
| DEA | EASTERLY GOVERNMENT PROPERTI | $24.80万 | 0.00% | 9,948 | -100 | -1.0% | -$2,493 | 减仓 |
| PPC | PILGRIM S PRIDE CORP | $24.85万 | 0.00% | 8,842 | 100 | 1.1% | $2,811 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $24.93万 | 0.00% | 3,394 | -54 | -1.6% | -$3,966 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC CLASS A | $25.06万 | 0.00% | 2,955 | -400 | -11.9% | -$3.39万 | 减仓 |
| USLM | UNITED STATES LIME & MINERAL | $25.12万 | 0.00% | 2,400 | 2,400 | — | $25.12万 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO/THE | $25.15万 | 0.00% | 18,939 | -500 | -2.6% | -$6,640 | 减仓 |
| UPBD | UPBOUND GROUP INC | $25.29万 | 0.00% | 11,916 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $25.37万 | 0.00% | 8,985 | 100 | 1.1% | $2,824 | 加仓 |
| SAFT | SAFETY INSURANCE GROUP INC | $25.40万 | 0.00% | 3,393 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORP | $25.55万 | 0.00% | 31,279 | -400 | -1.3% | -$3,268 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $25.57万 | 0.00% | 24,541 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC | $25.78万 | 0.00% | 5,400 | -800 | -12.9% | -$3.82万 | 减仓 |
| GSHD | GOOSEHEAD INSURANCE INC A | $26.33万 | 0.00% | 5,429 | -300 | -5.2% | -$1.46万 | 减仓 |
| — | AVANOS MEDICAL INC | $26.38万 | 0.00% | 10,603 | 0 | 0.0% | — | 不变 |
| AAT | AMERICAN ASSETS TRUST INC | $26.43万 | 0.00% | 10,706 | -100 | -0.9% | -$2,469 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $26.43万 | 0.00% | 4,723 | -200 | -4.1% | -$1.12万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $26.49万 | 0.00% | 5,052 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $26.60万 | 0.00% | 5,962 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $26.65万 | 0.00% | 7,361 | 100 | 1.4% | $3,620 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $26.72万 | 0.00% | 5,645 | 0 | 0.0% | — | 不变 |
| PFBC | PREFERRED BANK/LOS ANGELES | $26.80万 | 0.00% | 2,522 | -100 | -3.8% | -$1.06万 | 减仓 |
| CRK | COMSTOCK RESOURCES INC | $26.87万 | 0.00% | 18,008 | -100 | -0.6% | -$1,492 | 减仓 |
| XNCR | XENCOR INC | $27.07万 | 0.00% | 16,812 | 500 | 3.1% | $8,050 | 加仓 |
| ENOV | ENOVIS CORP | $27.08万 | 0.00% | 13,080 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $27.16万 | 0.00% | 15,506 | -22 | -0.1% | -$385 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GROUP | $27.18万 | 0.00% | 31,101 | -200 | -0.6% | -$1,748 | 减仓 |
| IART | INTEGRA LIFESCIENCES HOLDING | $27.30万 | 0.00% | 15,200 | -100 | -0.7% | -$1,796 | 减仓 |
| CBRL | CRACKER BARREL OLD COUNTRY | $27.35万 | 0.00% | 5,132 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC CLASS A | $27.36万 | 0.00% | 42,818 | -400 | -0.9% | -$2,556 | 减仓 |
| SCL | STEPAN CO | $27.39万 | 0.00% | 4,916 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINANCIAL CORP | $27.45万 | 0.00% | 2,904 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHN S INTL INC | $27.59万 | 0.00% | 7,504 | 0 | 0.0% | — | 不变 |
| HFWA | HERITAGE FINANCIAL CORP | $27.78万 | 0.00% | 9,378 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $27.90万 | 0.00% | 10,386 | -300 | -2.8% | -$8,058 | 减仓 |
| SAM | BOSTON BEER COMPANY INC A | $27.92万 | 0.00% | 1,577 | 43 | 2.8% | $7,612 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $28.09万 | 0.00% | 27,568 | 1,800 | 7.0% | $1.83万 | 加仓 |
| XPEL | XPEL INC | $28.30万 | 0.00% | 5,705 | -100 | -1.7% | -$4,960 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $28.39万 | 0.00% | 8,422 | -100 | -1.2% | -$3,371 | 减仓 |
| AMN | AMN HEALTHCARE SERVICES INC | $28.63万 | 0.00% | 8,844 | 100 | 1.1% | $3,237 | 加仓 |
| SLVM | SYLVAMO CORP | $28.69万 | 0.00% | 7,591 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $28.73万 | 0.00% | 679 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $28.95万 | 0.00% | 11,807 | -1,500 | -11.3% | -$3.68万 | 减仓 |
| BJRI | BJ S RESTAURANTS INC | $29.12万 | 0.00% | 4,795 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORPORATION | $29.13万 | 0.00% | 53,747 | -200 | -0.4% | -$1,084 | 减仓 |
| LPG | DORIAN LPG LTD | $29.16万 | 0.00% | 8,384 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC/THE | $29.19万 | 0.00% | 6,918 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $29.23万 | 0.00% | 17,600 | 0 | 0.0% | — | 不变 |
| ACT | ENACT HOLDINGS INC | $29.25万 | 0.00% | 6,400 | -200 | -3.0% | -$9,142 | 减仓 |
| REX | REX AMERICAN RESOURCES CORP | $29.26万 | 0.00% | 6,480 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP | $29.38万 | 0.00% | 2,373 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP/VA | $29.41万 | 0.00% | 5,638 | -100 | -1.7% | -$5,217 | 减仓 |
| LGIH | LGI HOMES INC | $29.47万 | 0.00% | 4,628 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVESTMENT CORP | $29.66万 | 0.00% | 23,900 | -104 | -0.4% | -$1,291 | 减仓 |
| WEN | WENDY S CO/THE | $29.68万 | 0.00% | 35,800 | -300 | -0.8% | -$2,487 | 减仓 |
| ENR | ENERGIZER HOLDINGS INC | $29.70万 | 0.00% | 13,852 | -100 | -0.7% | -$2,144 | 减仓 |
| SBH | SALLY BEAUTY HOLDINGS INC | $30.63万 | 0.00% | 21,665 | -500 | -2.3% | -$7,070 | 减仓 |
| ROCK | GIBRALTAR INDUSTRIES INC | $30.71万 | 0.00% | 6,810 | 100 | 1.5% | $4,510 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $30.75万 | 0.00% | 18,605 | -100 | -0.5% | -$1,653 | 减仓 |
| NSSC | NAPCO SECURITY TECHNOLOGIES | $30.76万 | 0.00% | 8,100 | -100 | -1.2% | -$3,798 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $31.01万 | 0.00% | 5,016 | -200 | -3.8% | -$1.24万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $31.24万 | 0.00% | 5,324 | -300 | -5.3% | -$1.76万 | 减仓 |
| DV | DOUBLEVERIFY HOLDINGS INC | $31.33万 | 0.00% | 28,901 | -1,700 | -5.6% | -$1.84万 | 减仓 |
| BL | BLACKLINE INC | $31.37万 | 0.00% | 11,175 | -300 | -2.6% | -$8,421 | 减仓 |
| MLKN | MILLERKNOLL INC | $31.78万 | 0.00% | 15,534 | -100 | -0.6% | -$2,046 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $32.14万 | 0.00% | 9,572 | -100 | -1.0% | -$3,358 | 减仓 |
| ASTE | ASTEC INDUSTRIES INC | $32.25万 | 0.00% | 5,270 | 0 | 0.0% | — | 不变 |
| FA | FIRST ADVANTAGE CORP | $32.31万 | 0.00% | 17,900 | 17,900 | — | $32.31万 | 新建仓 |
| STAA | STAAR SURGICAL CO | $32.35万 | 0.00% | 11,276 | -100 | -0.9% | -$2,869 | 减仓 |
| PRGO | PERRIGO CO PLC | $32.62万 | 0.00% | 31,400 | -100 | -0.3% | -$1,039 | 减仓 |
| ADNT | ADIENT PLC | $32.72万 | 0.00% | 17,800 | -100 | -0.6% | -$1,838 | 减仓 |
| FMC | FMC CORP | $32.72万 | 0.00% | 28,456 | -100 | -0.4% | -$1,150 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $32.84万 | 0.00% | 37,111 | -1,700 | -4.4% | -$1.50万 | 减仓 |