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 |
|---|---|---|---|---|---|---|---|---|
| LTH | LIFE TIME GROUP HOLDINGS INC | $142.53万 | 0.02% | 34,900 | 100 | 0.3% | $4,084 | 加仓 |
| CRBG | COREBRIDGE FINANCIAL INC | $143.23万 | 0.02% | 50,028 | -900 | -1.8% | -$2.58万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HOLDING | $143.48万 | 0.02% | 30,054 | 200 | 0.7% | $9,548 | 加仓 |
| CMC | COMMERCIAL METALS CO | $143.88万 | 0.02% | 22,929 | 200 | 0.9% | $1.26万 | 加仓 |
| IVZ | INVESCO LTD | $143.92万 | 0.02% | 54,535 | 3,700 | 7.3% | $9.76万 | 加仓 |
| FAF | FIRST AMERICAN FINANCIAL | $144.22万 | 0.02% | 21,027 | 100 | 0.5% | $6,859 | 加仓 |
| VLY | VALLEY NATIONAL BANCORP | $144.29万 | 0.02% | 98,493 | 300 | 0.3% | $4,395 | 加仓 |
| HR | HEALTHCARE REALTY TRUST INC | $144.36万 | 0.02% | 71,572 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $144.57万 | 0.02% | 10,139 | -200 | -1.9% | -$2.85万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS | $144.74万 | 0.02% | 4,579 | 79 | 1.8% | $2.50万 | 加仓 |
| LSTR | LANDSTAR SYSTEM INC | $145.16万 | 0.02% | 7,019 | 32 | 0.5% | $6,618 | 加仓 |
| UDR | UDR INC | $145.19万 | 0.02% | 36,371 | 1,900 | 5.5% | $7.58万 | 加仓 |
| EXP | EAGLE MATERIALS INC | $145.71万 | 0.02% | 6,476 | 47 | 0.7% | $1.06万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC A | $146.22万 | 0.02% | 10,282 | 400 | 4.0% | $5.69万 | 加仓 |
| VSEC | VSE CORP | $146.24万 | 0.02% | 6,400 | -200 | -3.0% | -$4.57万 | 减仓 |
| MRCY | MERCURY SYSTEMS INC | $146.28万 | 0.02% | 11,958 | -100 | -0.8% | -$1.22万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $146.31万 | 0.02% | 108,700 | 53,905 | 98.4% | $72.56万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $146.50万 | 0.02% | 12,831 | 665 | 5.5% | $7.59万 | 加仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY | $146.57万 | 0.02% | 49,103 | 1,100 | 2.3% | $3.28万 | 加仓 |
| TRMB | TRIMBLE INC | $146.63万 | 0.02% | 28,650 | 1,400 | 5.1% | $7.17万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $147.27万 | 0.02% | 29,908 | 0 | 0.0% | — | 不变 |
| SJM | JM SMUCKER CO/THE | $147.70万 | 0.02% | 13,129 | 900 | 7.4% | $10.13万 | 加仓 |
| ALLE | ALLEGION PLC | $148.32万 | 0.02% | 10,557 | 740 | 7.5% | $10.40万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $148.34万 | 0.02% | 6,787 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $148.81万 | 0.02% | 8,651 | -869 | -9.1% | -$14.95万 | 减仓 |
| AGCO | AGCO CORP | $148.81万 | 0.02% | 12,432 | 111 | 0.9% | $1.33万 | 加仓 |
| RGEN | REPLIGEN CORP | $149.28万 | 0.02% | 10,941 | 100 | 0.9% | $1.36万 | 加仓 |
| LNTH | LANTHEUS HOLDINGS INC | $149.31万 | 0.02% | 13,459 | -100 | -0.7% | -$1.11万 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $150.20万 | 0.02% | 4,554 | 23 | 0.5% | $7,586 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $150.21万 | 0.02% | 11,199 | 69 | 0.6% | $9,255 | 加仓 |
| VSXY | VICTORIA S SECRET & CO | $150.33万 | 0.02% | 18,008 | -300 | -1.6% | -$2.50万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $150.46万 | 0.02% | 39,531 | 300 | 0.8% | $1.14万 | 加仓 |
| KEX | KIRBY CORP | $150.53万 | 0.02% | 11,071 | -36 | -0.3% | -$4,895 | 减仓 |
| ROL | ROLLINS INC | $150.78万 | 0.02% | 36,124 | 2,577 | 7.7% | $10.76万 | 加仓 |
| AVT | AVNET INC | $150.79万 | 0.02% | 16,977 | 200 | 1.2% | $1.78万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $151.07万 | 0.02% | 24,900 | 200 | 0.8% | $1.21万 | 加仓 |
| FLR | FLUOR CORP | $151.17万 | 0.02% | 28,854 | -4,200 | -12.7% | -$22.00万 | 减仓 |
| IDCC | INTERDIGITAL INC | $151.22万 | 0.02% | 5,341 | 141 | 2.7% | $3.99万 | 加仓 |
| AXTA | AXALTA COATING SYSTEMS LTD | $151.31万 | 0.02% | 44,216 | 400 | 0.9% | $1.37万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $151.66万 | 0.02% | 28,200 | -73 | -0.3% | -$3,926 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $151.85万 | 0.02% | 43,800 | 1,100 | 2.6% | $3.81万 | 加仓 |
| AVY | AVERY DENNISON CORP | $151.91万 | 0.02% | 9,357 | 500 | 5.6% | $8.12万 | 加仓 |
| LKQ | LKQ CORP | $151.92万 | 0.02% | 57,700 | -800 | -1.4% | -$2.11万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $151.98万 | 0.02% | 19,684 | 163 | 0.8% | $1.26万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $152.14万 | 0.02% | 20,832 | 100 | 0.5% | $7,303 | 加仓 |
| PNR | PENTAIR PLC | $152.28万 | 0.02% | 19,864 | 1,100 | 5.9% | $8.43万 | 加仓 |
| RVTY | REVVITY INC | $152.62万 | 0.02% | 13,717 | 718 | 5.5% | $7.99万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $153.02万 | 0.02% | 5,232 | 300 | 6.1% | $8.77万 | 加仓 |
| UGI | UGI CORP | $153.10万 | 0.02% | 44,326 | 300 | 0.7% | $1.04万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP CL A | $153.64万 | 0.02% | 5,836 | 225 | 4.0% | $5.92万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $154.18万 | 0.02% | 18,902 | 500 | 2.7% | $4.08万 | 加仓 |
| THG | HANOVER INSURANCE GROUP INC/ | $154.81万 | 0.02% | 7,230 | -58 | -0.8% | -$1.24万 | 减仓 |
| REXR | REXFORD INDUSTRIAL REALTY IN | $154.92万 | 0.02% | 46,244 | -1,000 | -2.1% | -$3.35万 | 减仓 |
| TTEK | TETRA TECH INC | $154.92万 | 0.02% | 53,625 | 100 | 0.2% | $2,889 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $155.05万 | 0.02% | 7,702 | 118 | 1.6% | $2.38万 | 加仓 |
| HXL | HEXCEL CORP | $155.51万 | 0.02% | 15,542 | 400 | 2.6% | $4.00万 | 加仓 |
| AWI | ARMSTRONG WORLD INDUSTRIES | $155.74万 | 0.02% | 9,708 | -122 | -1.2% | -$1.96万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $156.22万 | 0.02% | 68,670 | 700 | 1.0% | $1.59万 | 加仓 |
| TRNO | TERRENO REALTY CORP | $156.26万 | 0.02% | 24,126 | 263 | 1.1% | $1.70万 | 加仓 |
| GVA | GRANITE CONSTRUCTION INC | $156.36万 | 0.02% | 9,891 | -40 | -0.4% | -$6,323 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $156.57万 | 0.02% | 10,541 | 122 | 1.2% | $1.81万 | 加仓 |
| MP | MP MATERIALS CORP | $156.83万 | 0.02% | 28,000 | 400 | 1.4% | $2.24万 | 加仓 |
| POOL | POOL CORP | $156.88万 | 0.02% | 7,300 | 3,545 | 94.4% | $76.18万 | 加仓 |
| MKC | MCCORMICK & CO NON VTG SHRS | $157.38万 | 0.02% | 31,213 | 2,100 | 7.2% | $10.59万 | 加仓 |
| HQY | HEALTHEQUITY INC | $157.84万 | 0.02% | 17,476 | -100 | -0.6% | -$9,032 | 减仓 |
| KLIC | KULICKE & SOFFA INDUSTRIES | $158.63万 | 0.02% | 11,859 | -58 | -0.5% | -$7,758 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $159.03万 | 0.02% | 15,444 | 800 | 5.5% | $8.24万 | 加仓 |
| APTV | APTIV PLC | $159.39万 | 0.02% | 25,967 | 1,666 | 6.9% | $10.23万 | 加仓 |
| PNW | PINNACLE WEST CAPITAL | $159.58万 | 0.02% | 14,914 | 1,159 | 8.4% | $12.40万 | 加仓 |
| — | GATES INDUSTRIAL CORP PLC | $160.83万 | 0.02% | 57,502 | -500 | -0.9% | -$1.40万 | 减仓 |
| — | ARCOSA INC | $161.11万 | 0.02% | 11,089 | -100 | -0.9% | -$1.45万 | 减仓 |
| REG | REGENCY CENTERS CORP | $161.18万 | 0.02% | 20,213 | 1,400 | 7.4% | $11.16万 | 加仓 |
| CART | MAPLEBEAR INC | $161.24万 | 0.02% | 34,052 | -3,700 | -9.8% | -$17.52万 | 减仓 |
| PTC | PTC INC | $161.69万 | 0.02% | 14,232 | 600 | 4.4% | $6.82万 | 加仓 |
| MAC | MACERICH CO/THE | $161.77万 | 0.02% | 64,220 | 5,700 | 9.7% | $14.36万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $161.98万 | 0.02% | 28,049 | -100 | -0.4% | -$5,775 | 减仓 |
| AROC | ARCHROCK INC | $162.01万 | 0.02% | 39,796 | -300 | -0.7% | -$1.22万 | 减仓 |
| CAVA | CAVA GROUP INC | $162.09万 | 0.02% | 20,654 | 254 | 1.2% | $1.99万 | 加仓 |
| ETSY | ETSY INC | $162.32万 | 0.02% | 21,548 | -1,000 | -4.4% | -$7.53万 | 减仓 |
| JXN | JACKSON FINANCIAL INC A | $162.41万 | 0.02% | 15,862 | -373 | -2.3% | -$3.82万 | 减仓 |
| H | HYATT HOTELS CORP CL A | $163.14万 | 0.02% | 8,416 | -69 | -0.8% | -$1.34万 | 减仓 |
| AIZ | ASSURANT INC | $163.62万 | 0.02% | 6,093 | 354 | 6.2% | $9.51万 | 加仓 |
| EAT | BRINKER INTERNATIONAL INC | $163.70万 | 0.02% | 9,744 | -218 | -2.2% | -$3.66万 | 减仓 |
| ULS | UL SOLUTIONS INC CLASS A | $163.99万 | 0.02% | 16,100 | 200 | 1.3% | $2.04万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $164.41万 | 0.02% | 214,079 | -1,627 | -0.8% | -$1.25万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $164.61万 | 0.02% | 29,962 | -1,100 | -3.5% | -$6.04万 | 减仓 |
| ACMR | ACM RESEARCH INC CLASS A | $164.67万 | 0.02% | 12,977 | 800 | 6.6% | $10.15万 | 加仓 |
| SFM | SPROUTS FARMERS MARKET INC | $164.69万 | 0.02% | 19,472 | -500 | -2.5% | -$4.23万 | 减仓 |
| ATR | APTARGROUP INC | $164.74万 | 0.02% | 13,158 | -100 | -0.8% | -$1.25万 | 减仓 |
| ALV | AUTOLIV INC | $164.91万 | 0.02% | 14,196 | 100 | 0.7% | $1.16万 | 加仓 |
| MSGK | MADISON SQUARE GARDEN SPORTS | $165.00万 | 0.02% | 4,106 | -30 | -0.7% | -$1.21万 | 减仓 |
| SEIC | SEI INVESTMENTS COMPANY | $165.65万 | 0.02% | 18,886 | -200 | -1.0% | -$1.75万 | 减仓 |
| LYB | LYONDELLBASELL INDU CL A | $167.20万 | 0.02% | 31,756 | 2,300 | 7.8% | $12.11万 | 加仓 |
| KGS | KODIAK GAS SERVICES INC | $167.54万 | 0.02% | 22,300 | 3,300 | 17.4% | $24.79万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $167.86万 | 0.02% | 13,694 | 238 | 1.8% | $2.92万 | 加仓 |
| FR | FIRST INDUSTRIAL REALTY TR | $167.89万 | 0.02% | 27,383 | 200 | 0.7% | $1.23万 | 加仓 |
| GEN | GEN DIGITAL INC | $168.56万 | 0.02% | 67,722 | 4,600 | 7.3% | $11.45万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $168.89万 | 0.02% | 33,791 | -100 | -0.3% | -$4,998 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $169.17万 | 0.02% | 36,624 | 2,000 | 5.8% | $9.24万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $169.33万 | 0.02% | 18,704 | -600 | -3.1% | -$5.43万 | 减仓 |