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 |
|---|---|---|---|---|---|---|---|---|
| SBRA | SABRA HEALTH CARE REIT INC | $101.62万 | 0.01% | 52,085 | 400 | 0.8% | $7,804 | 加仓 |
| WEX | WEX INC | $101.29万 | 0.01% | 7,179 | 200 | 2.9% | $2.82万 | 加仓 |
| SLM | SLM CORP | $101.02万 | 0.01% | 38,943 | -1,900 | -4.7% | -$4.93万 | 减仓 |
| BYD | BOYD GAMING CORP | $100.81万 | 0.01% | 11,413 | -500 | -4.2% | -$4.42万 | 减仓 |
| MDU | MDU RESOURCES GROUP INC | $100.72万 | 0.01% | 47,485 | 800 | 1.7% | $1.70万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $100.68万 | 0.01% | 13,794 | -100 | -0.7% | -$7,298 | 减仓 |
| MTN | VAIL RESORTS INC | $100.37万 | 0.01% | 7,372 | 58 | 0.8% | $7,897 | 加仓 |
| QLYS | QUALYS INC | $100.31万 | 0.01% | 7,296 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $100.04万 | 0.01% | 9,233 | -900 | -8.9% | -$9.75万 | 减仓 |
| OGS | ONE GAS INC | $99.98万 | 0.01% | 12,973 | 700 | 5.7% | $5.39万 | 加仓 |
| HRB | H&R BLOCK INC | $99.86万 | 0.01% | 26,224 | 200 | 0.8% | $7,616 | 加仓 |
| HSIC | HENRY SCHEIN INC | $99.58万 | 0.01% | 11,923 | 500 | 4.4% | $4.18万 | 加仓 |
| ACI | ALBERTSONS COS INC CLASS A | $99.58万 | 0.01% | 73,600 | -2,200 | -2.9% | -$2.98万 | 减仓 |
| CPB | THE CAMPBELL S COMPANY | $99.55万 | 0.01% | 44,700 | 22,162 | 98.3% | $49.35万 | 加仓 |
| SXI | STANDEX INTERNATIONAL CORP | $99.54万 | 0.01% | 2,783 | 16 | 0.6% | $5,723 | 加仓 |
| WYNN | WYNN RESORTS LTD | $99.51万 | 0.01% | 10,249 | 600 | 6.2% | $5.83万 | 加仓 |
| OPLN | OPENLANE INC | $99.42万 | 0.01% | 24,107 | -200 | -0.8% | -$8,248 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $99.33万 | 0.01% | 55,400 | -500 | -0.9% | -$8,965 | 减仓 |
| RDNT | RADNET INC | $99.29万 | 0.01% | 16,100 | 147 | 0.9% | $9,065 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $99.20万 | 0.01% | 11,435 | -100 | -0.9% | -$8,675 | 减仓 |
| SYNA | SYNAPTICS INC | $99.16万 | 0.01% | 7,982 | 55 | 0.7% | $6,833 | 加仓 |
| CNX | CNX RESOURCES CORP | $99.14万 | 0.01% | 29,220 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SERVICES B | $98.79万 | 0.01% | 6,644 | 300 | 4.7% | $4.46万 | 加仓 |
| TNL | TRAVEL LEISURE CO | $98.59万 | 0.01% | 12,900 | -328 | -2.5% | -$2.51万 | 减仓 |
| BMI | BADGER METER INC | $98.52万 | 0.01% | 6,640 | -100 | -1.5% | -$1.48万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTE | $98.46万 | 0.01% | 8,918 | -300 | -3.3% | -$3.31万 | 减仓 |
| CNO | CNO FINANCIAL GROUP INC | $98.43万 | 0.01% | 19,308 | -100 | -0.5% | -$5,098 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $98.39万 | 0.01% | 31,636 | 141 | 0.4% | $4,385 | 加仓 |
| KNF | KNIFE RIVER CORP | $97.90万 | 0.01% | 11,704 | 100 | 0.9% | $8,365 | 加仓 |
| WING | WINGSTOP INC | $97.56万 | 0.01% | 5,626 | -46 | -0.8% | -$7,977 | 减仓 |
| CHWY | CHEWY INC CLASS A | $97.55万 | 0.01% | 49,642 | 700 | 1.4% | $1.38万 | 加仓 |
| CBT | CABOT CORP | $97.30万 | 0.01% | 10,714 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC | $97.25万 | 0.01% | 11,982 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $97.24万 | 0.01% | 54,782 | 7,000 | 14.6% | $12.43万 | 加仓 |
| BDC | BELDEN INC | $96.90万 | 0.01% | 8,081 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $96.81万 | 0.01% | 36,965 | -100 | -0.3% | -$2,619 | 减仓 |
| OLLI | OLLIE S BARGAIN OUTLET HOLDI | $96.68万 | 0.01% | 12,575 | 50 | 0.4% | $3,844 | 加仓 |
| VAL | VALARIS LTD | $96.34万 | 0.01% | 13,270 | 94 | 0.7% | $6,824 | 加仓 |
| CVSA | COVISTA INC | $96.31万 | 0.01% | 7,726 | -121 | -1.5% | -$1.51万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $96.25万 | 0.01% | 29,733 | -1,000 | -3.3% | -$3.24万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $96.22万 | 0.01% | 41,600 | -400 | -1.0% | -$9,252 | 减仓 |
| CELH | CELSIUS HOLDINGS INC | $95.99万 | 0.01% | 32,782 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $95.96万 | 0.01% | 5,165 | -220 | -4.1% | -$4.09万 | 减仓 |
| PATH | UIPATH INC CLASS A | $95.93万 | 0.01% | 88,250 | 400 | 0.5% | $4,348 | 加仓 |
| KTB | KONTOOR BRANDS INC | $95.85万 | 0.01% | 11,501 | -200 | -1.7% | -$1.67万 | 减仓 |
| DUOL | DUOLINGO | $95.74万 | 0.01% | 8,324 | 100 | 1.2% | $1.15万 | 加仓 |
| UCB | UNITED COMMUNITY BANKS/GA | $95.52万 | 0.01% | 27,220 | -400 | -1.4% | -$1.40万 | 减仓 |
| SR | SPIRE INC | $95.35万 | 0.01% | 12,210 | 100 | 0.8% | $7,809 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $94.84万 | 0.01% | 18,600 | 18,600 | — | $94.84万 | 新建仓 |
| TTD | TRADE DESK INC/THE CLASS A | $94.80万 | 0.01% | 52,434 | 2,000 | 4.0% | $3.62万 | 加仓 |
| MHO | M/I HOMES INC | $94.37万 | 0.01% | 5,869 | -155 | -2.6% | -$2.49万 | 减仓 |
| CATY | CATHAY GENERAL BANCORP | $94.22万 | 0.01% | 15,200 | -200 | -1.3% | -$1.24万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC C | $94.13万 | 0.01% | 27,540 | 8,140 | 42.0% | $27.82万 | 加仓 |
| CRC | CALIFORNIA RESOURCES CORP | $93.84万 | 0.01% | 17,750 | -254 | -1.4% | -$1.34万 | 减仓 |
| MMSI | MERIT MEDICAL SYSTEMS INC | $93.72万 | 0.01% | 13,516 | -46 | -0.3% | -$3,190 | 减仓 |
| EPAM | EPAM SYSTEMS INC | $93.63万 | 0.01% | 11,800 | 5,469 | 86.4% | $43.40万 | 加仓 |
| PCTY | PAYLOCITY HOLDING CORP | $93.38万 | 0.01% | 8,933 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $93.33万 | 0.01% | 11,350 | 100 | 0.9% | $8,223 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $93.25万 | 0.01% | 26,951 | 200 | 0.7% | $6,920 | 加仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $92.87万 | 0.01% | 8,994 | 400 | 4.7% | $4.13万 | 加仓 |
| FLG | FLAGSTAR BANK NA | $92.62万 | 0.01% | 61,993 | 600 | 1.0% | $8,964 | 加仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $92.35万 | 0.01% | 8,616 | -100 | -1.1% | -$1.07万 | 减仓 |
| BSY | BENTLEY SYSTEMS INC CLASS B | $92.06万 | 0.01% | 30,800 | 200 | 0.7% | $5,978 | 加仓 |
| INDB | INDEPENDENT BANK CORP/MA | $91.97万 | 0.01% | 10,985 | -351 | -3.1% | -$2.94万 | 减仓 |
| OII | OCEANEERING INTL INC | $91.89万 | 0.01% | 22,678 | -100 | -0.4% | -$4,052 | 减仓 |
| EPR | EPR PROPERTIES | $91.85万 | 0.01% | 15,834 | 200 | 1.3% | $1.16万 | 加仓 |
| MKTX | MARKETAXESS HOLDINGS INC | $91.80万 | 0.01% | 8,089 | -410 | -4.8% | -$4.65万 | 减仓 |
| MWA | MUELLER WATER PRODUCTS INC A | $91.78万 | 0.01% | 35,532 | -200 | -0.6% | -$5,166 | 减仓 |
| FCN | FTI CONSULTING INC | $91.45万 | 0.01% | 6,137 | -52 | -0.8% | -$7,749 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $91.15万 | 0.01% | 11,391 | -300 | -2.6% | -$2.40万 | 减仓 |
| FBP | FIRST BANCORP PUERTO RICO | $91.11万 | 0.01% | 34,948 | -600 | -1.7% | -$1.56万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $91.03万 | 0.01% | 12,710 | 100 | 0.8% | $7,162 | 加仓 |
| BRC | BRADY CORPORATION CL A | $90.97万 | 0.01% | 9,934 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $90.52万 | 0.01% | 27,802 | 300 | 1.1% | $9,768 | 加仓 |
| KBR | KBR INC | $90.46万 | 0.01% | 26,198 | 100 | 0.4% | $3,453 | 加仓 |
| ELF | ELF BEAUTY INC | $90.34万 | 0.01% | 12,208 | 100 | 0.8% | $7,400 | 加仓 |
| WSFS | WSFS FINANCIAL CORP | $90.28万 | 0.01% | 11,766 | -437 | -3.6% | -$3.35万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $89.91万 | 0.01% | 43,500 | 43,500 | — | $89.91万 | 新建仓 |
| SKYW | SKYWEST INC | $89.79万 | 0.01% | 9,040 | -100 | -1.1% | -$9,933 | 减仓 |
| G | GENPACT LTD | $89.66万 | 0.01% | 32,604 | 100 | 0.3% | $2,750 | 加仓 |
| RNST | RENASANT CORP | $89.34万 | 0.01% | 21,001 | -600 | -2.8% | -$2.55万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $89.29万 | 0.01% | 37,500 | 37,500 | — | $89.29万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $89.12万 | 0.01% | 35,905 | 2,500 | 7.5% | $6.20万 | 加仓 |
| BGC | BGC GROUP INC A | $89.09万 | 0.01% | 83,335 | 300 | 0.4% | $3,207 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $88.80万 | 0.01% | 23,517 | 100 | 0.4% | $3,776 | 加仓 |
| NVST | ENVISTA HOLDINGS CORP | $88.64万 | 0.01% | 33,640 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC A | $88.50万 | 0.01% | 5,863 | 300 | 5.4% | $4.53万 | 加仓 |
| PI | IMPINJ INC | $88.39万 | 0.01% | 6,171 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS LTD | $88.33万 | 0.01% | 7,867 | -49 | -0.6% | -$5,502 | 减仓 |
| VCTR | VICTORY CAPITAL HOLDING A | $88.28万 | 0.01% | 10,502 | -392 | -3.6% | -$3.30万 | 减仓 |
| GEO | GEO GROUP INC/THE | $87.91万 | 0.01% | 29,751 | -1,500 | -4.8% | -$4.43万 | 减仓 |
| UNF | UNIFIRST CORP/MA | $87.88万 | 0.01% | 3,323 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $87.85万 | 0.01% | 39,200 | 39,200 | — | $87.85万 | 新建仓 |
| DVA | DAVITA INC | $87.81万 | 0.01% | 3,947 | 124 | 3.2% | $2.76万 | 加仓 |
| ITRI | ITRON INC | $87.16万 | 0.01% | 10,073 | -400 | -3.8% | -$3.46万 | 减仓 |
| DAVE | DAVE INC | $86.89万 | 0.01% | 2,332 | 2,332 | — | $86.89万 | 新建仓 |
| AOS | SMITH (A.O.) CORP | $86.88万 | 0.01% | 13,852 | 1,000 | 7.8% | $6.27万 | 加仓 |
| OTTR | OTTER TAIL CORP | $86.31万 | 0.01% | 9,592 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC/THE | $86.09万 | 0.01% | 46,085 | -500 | -1.1% | -$9,340 | 减仓 |
| CVBF | CVB FINANCIAL CORP | $85.72万 | 0.01% | 38,014 | 8,851 | 30.4% | $19.96万 | 加仓 |