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 |
|---|---|---|---|---|---|---|---|---|
| DTM | DT MIDSTREAM INC | $308.89万 | 0.03% | 21,050 | 135 | 0.6% | $1.98万 | 加仓 |
| WDAY | WORKDAY INC CLASS A | $307.34万 | 0.03% | 25,105 | 745 | 3.1% | $9.12万 | 加仓 |
| CPRT | COPART INC | $306.92万 | 0.03% | 108,875 | 6,900 | 6.8% | $19.45万 | 加仓 |
| CLH | CLEAN HARBORS INC | $306.31万 | 0.03% | 10,253 | -63 | -0.6% | -$1.88万 | 减仓 |
| FE | FIRSTENERGY CORP | $304.35万 | 0.03% | 64,019 | 4,500 | 7.6% | $21.39万 | 加仓 |
| MRNA | MODERNA INC | $304.08万 | 0.03% | 43,421 | 3,573 | 9.0% | $25.02万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC | $303.56万 | 0.03% | 11,614 | 738 | 6.8% | $19.29万 | 加仓 |
| CSL | CARLISLE COS INC | $302.35万 | 0.03% | 8,335 | 76 | 0.9% | $2.76万 | 加仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $300.64万 | 0.03% | 11,323 | -10 | -0.1% | -$2,655 | 减仓 |
| WSO | WATSCO INC | $299.84万 | 0.03% | 7,195 | 87 | 1.2% | $3.63万 | 加仓 |
| TROW | T ROWE PRICE GROUP INC | $299.71万 | 0.03% | 26,362 | 1,300 | 5.2% | $14.78万 | 加仓 |
| OVV | OVINTIV INC | $299.59万 | 0.03% | 56,903 | -100 | -0.2% | -$5,265 | 减仓 |
| PR | PERMIAN RESOURCES CORP CL A | $299.57万 | 0.03% | 162,721 | 10,900 | 7.2% | $20.07万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $298.30万 | 0.03% | 9,624 | -37 | -0.4% | -$1.15万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $298.12万 | 0.03% | 64,445 | 4,700 | 7.9% | $21.74万 | 加仓 |
| RMBS | RAMBUS INC | $296.93万 | 0.03% | 22,369 | 300 | 1.4% | $3.98万 | 加仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $293.82万 | 0.03% | 7,880 | 112 | 1.4% | $4.18万 | 加仓 |
| RPM | RPM INTERNATIONAL INC | $293.73万 | 0.03% | 26,426 | 100 | 0.4% | $1.11万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVESTORS | $293.67万 | 0.03% | 61,592 | 1,100 | 1.8% | $5.24万 | 加仓 |
| SOLS | SOLSTICE ADV MATERIALS INC | $290.61万 | 0.03% | 32,800 | 200 | 0.6% | $1.77万 | 加仓 |
| CMS | CMS ENERGY CORP | $290.59万 | 0.03% | 37,986 | 2,857 | 8.1% | $21.86万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $290.29万 | 0.03% | 14,091 | 867 | 6.6% | $17.86万 | 加仓 |
| FFIV | F5 INC | $290.05万 | 0.03% | 6,973 | 466 | 7.2% | $19.38万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $288.61万 | 0.03% | 16,076 | 100 | 0.6% | $1.80万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $288.32万 | 0.03% | 13,603 | 1,040 | 8.3% | $22.04万 | 加仓 |
| ARES | ARES MANAGEMENT CORP A | $288.29万 | 0.03% | 25,900 | 2,300 | 9.7% | $25.60万 | 加仓 |
| RGA | REINSURANCE GROUP OF AMERICA | $287.95万 | 0.03% | 13,541 | 54 | 0.4% | $1.15万 | 加仓 |
| TRU | TRANSUNION | $287.41万 | 0.03% | 39,840 | 400 | 1.0% | $2.89万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $284.57万 | 0.03% | 41,891 | 2,571 | 6.5% | $17.46万 | 加仓 |
| AA | ALCOA CORP | $284.41万 | 0.03% | 54,547 | 1,400 | 2.6% | $7.30万 | 加仓 |
| FORM | FORMFACTOR INC | $283.09万 | 0.03% | 17,701 | -63 | -0.4% | -$1.01万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $282.86万 | 0.03% | 10,102 | 600 | 6.3% | $16.80万 | 加仓 |
| EXEL | EXELIXIS INC | $282.79万 | 0.03% | 51,974 | -1,300 | -2.4% | -$7.07万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $282.04万 | 0.03% | 29,112 | 2,000 | 7.4% | $19.38万 | 加仓 |
| BWA | BORGWARNER INC | $281.54万 | 0.03% | 42,400 | -100 | -0.2% | -$6,640 | 减仓 |
| MLI | MUELLER INDUSTRIES INC | $281.02万 | 0.03% | 22,860 | 100 | 0.4% | $1.23万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO A | $280.83万 | 0.03% | 18,004 | 156 | 0.9% | $2.43万 | 加仓 |
| SANM | SANMINA CORP | $280.31万 | 0.03% | 11,076 | -1,392 | -11.2% | -$35.23万 | 减仓 |
| NI | NISOURCE INC | $280.25万 | 0.03% | 58,938 | 4,100 | 7.5% | $19.50万 | 加仓 |
| NTNX | NUTANIX INC A | $279.26万 | 0.03% | 54,800 | -600 | -1.1% | -$3.06万 | 减仓 |
| RNR | RENAISSANCERE HOLDINGS LTD | $279.19万 | 0.03% | 8,810 | 34 | 0.4% | $1.08万 | 加仓 |
| VSAT | VIASAT INC | $276.82万 | 0.03% | 30,823 | -200 | -0.6% | -$1.80万 | 减仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $272.90万 | 0.03% | 14,490 | 849 | 6.2% | $15.99万 | 加仓 |
| EVR | EVERCORE INC A | $272.16万 | 0.03% | 7,971 | 15 | 0.2% | $5,122 | 加仓 |
| UNM | UNUM GROUP | $271.62万 | 0.03% | 30,383 | -900 | -2.9% | -$8.05万 | 减仓 |
| CPAY | CORPAY INC | $270.58万 | 0.03% | 8,119 | 100 | 1.2% | $3.33万 | 加仓 |
| DLTR | DOLLAR TREE INC | $270.06万 | 0.03% | 22,328 | 1,100 | 5.2% | $13.30万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $270.00万 | 0.03% | 11,806 | 6 | 0.1% | $1,372 | 加仓 |
| TOST | TOAST INC CLASS A | $269.85万 | 0.03% | 97,000 | 97,000 | — | $269.85万 | 新建仓 |
| EXE | EXPAND ENERGY CORP | $268.96万 | 0.03% | 29,495 | 2,200 | 8.1% | $20.06万 | 加仓 |
| DT | DYNATRACE INC | $267.50万 | 0.03% | 60,919 | -100 | -0.2% | -$4,391 | 减仓 |
| VLTO | VERALTO CORP | $267.35万 | 0.03% | 30,148 | 1,765 | 6.2% | $15.65万 | 加仓 |
| JBHT | HUNT (JB) TRANSPRT SVCS INC | $265.18万 | 0.03% | 9,162 | 540 | 6.3% | $15.63万 | 加仓 |
| OC | OWENS CORNING | $265.13万 | 0.03% | 16,679 | -200 | -1.2% | -$3.18万 | 减仓 |
| ALLY | ALLY FINANCIAL INC | $264.73万 | 0.03% | 57,612 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $263.81万 | 0.03% | 16,800 | -1,308 | -7.2% | -$20.54万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $262.48万 | 0.03% | 13,584 | 11 | 0.1% | $2,126 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $261.76万 | 0.03% | 16,061 | 700 | 4.6% | $11.41万 | 加仓 |
| KNX | KNIGHT SWIFT TRANSPORTATION | $261.32万 | 0.03% | 33,558 | 200 | 0.6% | $1.56万 | 加仓 |
| KEY | KEYCORP | $261.21万 | 0.03% | 113,323 | 6,032 | 5.6% | $13.90万 | 加仓 |
| PKG | PACKAGING CORP OF AMERICA | $260.77万 | 0.03% | 10,944 | 700 | 6.8% | $16.68万 | 加仓 |
| GLPI | GAMING AND LEISURE PROPERTIE | $260.63万 | 0.03% | 58,528 | 600 | 1.0% | $2.67万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $260.15万 | 0.03% | 24,137 | 1,500 | 6.6% | $16.17万 | 加仓 |
| GGG | GRACO INC | $259.33万 | 0.03% | 34,298 | 300 | 0.9% | $2.27万 | 加仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $258.28万 | 0.03% | 7,638 | 115 | 1.5% | $3.89万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $258.14万 | 0.03% | 40,052 | 300 | 0.8% | $1.93万 | 加仓 |
| SNA | SNAP ON INC | $257.01万 | 0.03% | 6,387 | 425 | 7.1% | $17.10万 | 加仓 |
| — | WEBSTER FINANCIAL CORP | $256.19万 | 0.03% | 33,524 | 400 | 1.2% | $3.06万 | 加仓 |
| CCK | CROWN HOLDINGS INC | $255.75万 | 0.03% | 22,872 | -100 | -0.4% | -$1.12万 | 减仓 |
| EQH | EQUITABLE HOLDINGS INC | $255.54万 | 0.03% | 58,235 | 100 | 0.2% | $4,388 | 加仓 |
| PEN | PENUMBRA INC | $255.16万 | 0.03% | 8,081 | 24 | 0.3% | $7,578 | 加仓 |
| OMC | OMNICOM GROUP | $255.08万 | 0.03% | 35,024 | -1,000 | -2.8% | -$7.28万 | 减仓 |
| WRB | WR BERKLEY CORP | $255.06万 | 0.03% | 36,164 | 1,964 | 5.7% | $13.85万 | 加仓 |
| AGX | ARGAN INC | $254.74万 | 0.03% | 3,190 | 18 | 0.6% | $1.44万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $254.27万 | 0.03% | 10,371 | 171 | 1.7% | $4.19万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $253.96万 | 0.03% | 103,192 | 1,300 | 1.3% | $3.20万 | 加仓 |
| STE | STERIS PLC | $253.78万 | 0.03% | 12,052 | 800 | 7.1% | $16.85万 | 加仓 |
| VRSN | VERISIGN INC | $253.12万 | 0.03% | 10,062 | 600 | 6.3% | $15.09万 | 加仓 |
| FHN | FIRST HORIZON CORP | $251.43万 | 0.03% | 98,061 | -1,427 | -1.4% | -$3.66万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SERVICES | $250.37万 | 0.03% | 35,900 | 5,600 | 18.5% | $39.05万 | 加仓 |
| CGNX | COGNEX CORP | $249.19万 | 0.03% | 34,409 | 400 | 1.2% | $2.90万 | 加仓 |
| IFF | INTL FLAVORS & FRAGRANCES | $248.39万 | 0.03% | 31,355 | 2,000 | 6.8% | $15.84万 | 加仓 |
| MOG/A | MOOG INC CLASS A | $248.29万 | 0.03% | 5,858 | 58 | 1.0% | $2.46万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $247.99万 | 0.03% | 65,090 | 4,700 | 7.8% | $17.91万 | 加仓 |
| KHC | KRAFT HEINZ CO/THE | $247.97万 | 0.03% | 104,982 | 7,400 | 7.6% | $17.48万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $247.57万 | 0.03% | 51,847 | -156 | -0.3% | -$7,449 | 减仓 |
| FIS | FIDELITY NATIONAL INFO SERV | $247.04万 | 0.03% | 63,540 | 4,200 | 7.1% | $16.33万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $247.01万 | 0.03% | 136,697 | 1,354 | 1.0% | $2.45万 | 加仓 |
| MEDP | MEDPACE HOLDINGS INC | $246.95万 | 0.03% | 4,663 | 66 | 1.4% | $3.50万 | 加仓 |
| AMCR | AMCOR PLC | $246.78万 | 0.03% | 56,928 | 4,000 | 7.6% | $17.34万 | 加仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $246.73万 | 0.03% | 52,318 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $246.65万 | 0.03% | 112,418 | 7,400 | 7.0% | $16.24万 | 加仓 |
| EVRG | EVERGY INC | $245.60万 | 0.03% | 28,416 | 2,000 | 7.6% | $17.29万 | 加仓 |
| MXL | MAXLINEAR INC | $245.25万 | 0.03% | 19,156 | 617 | 3.3% | $7.90万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $242.63万 | 0.03% | 5,380 | 343 | 6.8% | $15.47万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $242.38万 | 0.03% | 31,771 | 2,300 | 7.8% | $17.55万 | 加仓 |
| DOW | DOW INC | $242.24万 | 0.03% | 88,538 | 6,400 | 7.8% | $17.51万 | 加仓 |
| LEN | LENNAR CORP A | $239.85万 | 0.03% | 26,506 | 1,800 | 7.3% | $16.29万 | 加仓 |
| EL | ESTEE LAUDER COMPANIES CL A | $239.78万 | 0.03% | 30,371 | 2,000 | 7.0% | $15.79万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC A | $239.11万 | 0.03% | 17,191 | 1,032 | 6.4% | $14.35万 | 加仓 |