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 |
|---|---|---|---|---|---|---|---|---|
| ADC | AGREE REALTY CORP | $187.72万 | 0.02% | 24,785 | 200 | 0.8% | $1.51万 | 加仓 |
| RAL | RALLIANT CORP | $187.64万 | 0.02% | 25,484 | -300 | -1.2% | -$2.21万 | 减仓 |
| MUSA | MURPHY USA INC | $187.63万 | 0.02% | 3,482 | 64 | 1.9% | $3.45万 | 加仓 |
| CNM | CORE & MAIN INC CLASS A | $187.49万 | 0.02% | 38,857 | 100 | 0.3% | $4,825 | 加仓 |
| CUBE | CUBESMART | $186.09万 | 0.02% | 46,792 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $185.98万 | 0.02% | 5,496 | -270 | -4.7% | -$9.14万 | 减仓 |
| POWL | POWELL INDUSTRIES INC | $185.85万 | 0.02% | 6,490 | -5 | -0.1% | -$1,432 | 减仓 |
| GKOS | GLAUKOS CORP | $185.75万 | 0.02% | 13,291 | 169 | 1.3% | $2.36万 | 加仓 |
| ACM | AECOM | $185.75万 | 0.02% | 26,612 | 100 | 0.4% | $6,980 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $185.71万 | 0.02% | 78,327 | 5,100 | 7.0% | $12.09万 | 加仓 |
| VICR | VICOR CORP | $185.41万 | 0.02% | 4,882 | 182 | 3.9% | $6.91万 | 加仓 |
| GMED | GLOBUS MEDICAL INC A | $185.36万 | 0.02% | 23,460 | 600 | 2.6% | $4.74万 | 加仓 |
| PRI | PRIMERICA INC | $184.13万 | 0.02% | 6,479 | -119 | -1.8% | -$3.38万 | 减仓 |
| ONB | OLD NATIONAL BANCORP | $183.98万 | 0.02% | 71,036 | -100 | -0.1% | -$2,590 | 减仓 |
| PLXS | PLEXUS CORP | $183.95万 | 0.02% | 6,118 | -2 | -0.0% | -$601 | 减仓 |
| RHP | RYMAN HOSPITALITY PROPERTIES | $183.83万 | 0.02% | 14,300 | -100 | -0.7% | -$1.29万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $183.33万 | 0.02% | 14,550 | 1,141 | 8.5% | $14.38万 | 加仓 |
| BBY | BEST BUY CO INC | $182.92万 | 0.02% | 24,106 | 1,800 | 8.1% | $13.66万 | 加仓 |
| NNN | NNN REIT INC | $182.87万 | 0.02% | 39,301 | 300 | 0.8% | $1.40万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $181.36万 | 0.02% | 84,748 | 5,200 | 6.5% | $11.13万 | 加仓 |
| NPO | ENPRO INC | $181.27万 | 0.02% | 4,809 | -42 | -0.9% | -$1.58万 | 减仓 |
| RRC | RANGE RESOURCES CORP | $180.95万 | 0.02% | 48,656 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $180.03万 | 0.02% | 19,128 | 1,400 | 7.9% | $13.18万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $179.27万 | 0.02% | 32,821 | 400 | 1.2% | $2.18万 | 加仓 |
| DOCU | DOCUSIGN INC | $178.58万 | 0.02% | 40,203 | -900 | -2.2% | -$4.00万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $178.48万 | 0.02% | 25,637 | 200 | 0.8% | $1.39万 | 加仓 |
| BG | BUNGE GLOBAL SA | $178.41万 | 0.02% | 16,716 | 1,200 | 7.7% | $12.81万 | 加仓 |
| AAON | AAON INC | $178.21万 | 0.02% | 14,048 | 133 | 1.0% | $1.69万 | 加仓 |
| SSD | SIMPSON MANUFACTURING CO INC | $178.20万 | 0.02% | 8,512 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $178.16万 | 0.02% | 13,866 | -31 | -0.2% | -$3,983 | 减仓 |
| ENS | ENERSYS | $177.73万 | 0.02% | 7,601 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC/DELAWARE | $177.34万 | 0.02% | 3,544 | -20 | -0.6% | -$1.00万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $174.31万 | 0.02% | 21,206 | 100 | 0.5% | $8,220 | 加仓 |
| EMN | EASTMAN CHEMICAL CO | $173.85万 | 0.02% | 25,955 | -150 | -0.6% | -$1.00万 | 减仓 |
| EG | EVEREST GROUP LTD | $173.72万 | 0.02% | 4,863 | 151 | 3.2% | $5.39万 | 加仓 |
| IDA | IDACORP INC | $173.42万 | 0.02% | 11,462 | 400 | 3.6% | $6.05万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $173.40万 | 0.02% | 17,464 | 1,200 | 7.4% | $11.91万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $172.52万 | 0.02% | 7,975 | -18 | -0.2% | -$3,894 | 减仓 |
| COO | COOPER COS INC/THE | $172.35万 | 0.02% | 24,035 | 1,600 | 7.1% | $11.47万 | 加仓 |
| GL | GLOBE LIFE INC | $171.93万 | 0.02% | 9,622 | 500 | 5.5% | $8.93万 | 加仓 |
| JBTM | JBT MAREL CORP | $171.61万 | 0.02% | 11,835 | -62 | -0.5% | -$8,990 | 减仓 |
| ECHO | ECHOSTAR CORP A | $170.90万 | 0.02% | 16,837 | 1,437 | 9.3% | $14.59万 | 加仓 |
| TEX | TEREX CORP | $170.87万 | 0.02% | 23,604 | 300 | 1.3% | $2.17万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLUTIONS C | $170.41万 | 0.02% | 33,725 | -200 | -0.6% | -$1.01万 | 减仓 |
| KMX | CARMAX INC | $170.37万 | 0.02% | 32,213 | -200 | -0.6% | -$1.06万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $170.33万 | 0.02% | 12,232 | 30 | 0.2% | $4,178 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $170.00万 | 0.02% | 40,094 | 2,000 | 5.3% | $8.48万 | 加仓 |
| — | QORVO INC | $169.47万 | 0.02% | 18,170 | -1,100 | -5.7% | -$10.26万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $169.33万 | 0.02% | 18,704 | -600 | -3.1% | -$5.43万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $169.17万 | 0.02% | 36,624 | 2,000 | 5.8% | $9.24万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $168.89万 | 0.02% | 33,791 | -100 | -0.3% | -$4,998 | 减仓 |
| GEN | GEN DIGITAL INC | $168.56万 | 0.02% | 67,722 | 4,600 | 7.3% | $11.45万 | 加仓 |
| FR | FIRST INDUSTRIAL REALTY TR | $167.89万 | 0.02% | 27,383 | 200 | 0.7% | $1.23万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $167.86万 | 0.02% | 13,694 | 238 | 1.8% | $2.92万 | 加仓 |
| KGS | KODIAK GAS SERVICES INC | $167.54万 | 0.02% | 22,300 | 3,300 | 17.4% | $24.79万 | 加仓 |
| LYB | LYONDELLBASELL INDU CL A | $167.20万 | 0.02% | 31,756 | 2,300 | 7.8% | $12.11万 | 加仓 |
| SEIC | SEI INVESTMENTS COMPANY | $165.65万 | 0.02% | 18,886 | -200 | -1.0% | -$1.75万 | 减仓 |
| MSGK | MADISON SQUARE GARDEN SPORTS | $165.00万 | 0.02% | 4,106 | -30 | -0.7% | -$1.21万 | 减仓 |
| ALV | AUTOLIV INC | $164.91万 | 0.02% | 14,196 | 100 | 0.7% | $1.16万 | 加仓 |
| ATR | APTARGROUP INC | $164.74万 | 0.02% | 13,158 | -100 | -0.8% | -$1.25万 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $164.69万 | 0.02% | 19,472 | -500 | -2.5% | -$4.23万 | 减仓 |
| ACMR | ACM RESEARCH INC CLASS A | $164.67万 | 0.02% | 12,977 | 800 | 6.6% | $10.15万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $164.61万 | 0.02% | 29,962 | -1,100 | -3.5% | -$6.04万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $164.41万 | 0.02% | 214,079 | -1,627 | -0.8% | -$1.25万 | 减仓 |
| ULS | UL SOLUTIONS INC CLASS A | $163.99万 | 0.02% | 16,100 | 200 | 1.3% | $2.04万 | 加仓 |
| EAT | BRINKER INTERNATIONAL INC | $163.70万 | 0.02% | 9,744 | -218 | -2.2% | -$3.66万 | 减仓 |
| AIZ | ASSURANT INC | $163.62万 | 0.02% | 6,093 | 354 | 6.2% | $9.51万 | 加仓 |
| H | HYATT HOTELS CORP CL A | $163.14万 | 0.02% | 8,416 | -69 | -0.8% | -$1.34万 | 减仓 |
| JXN | JACKSON FINANCIAL INC A | $162.41万 | 0.02% | 15,862 | -373 | -2.3% | -$3.82万 | 减仓 |
| ETSY | ETSY INC | $162.32万 | 0.02% | 21,548 | -1,000 | -4.4% | -$7.53万 | 减仓 |
| CAVA | CAVA GROUP INC | $162.09万 | 0.02% | 20,654 | 254 | 1.2% | $1.99万 | 加仓 |
| AROC | ARCHROCK INC | $162.01万 | 0.02% | 39,796 | -300 | -0.7% | -$1.22万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $161.98万 | 0.02% | 28,049 | -100 | -0.4% | -$5,775 | 减仓 |
| MAC | MACERICH CO/THE | $161.77万 | 0.02% | 64,220 | 5,700 | 9.7% | $14.36万 | 加仓 |
| PTC | PTC INC | $161.69万 | 0.02% | 14,232 | 600 | 4.4% | $6.82万 | 加仓 |
| CART | MAPLEBEAR INC | $161.24万 | 0.02% | 34,052 | -3,700 | -9.8% | -$17.52万 | 减仓 |
| REG | REGENCY CENTERS CORP | $161.18万 | 0.02% | 20,213 | 1,400 | 7.4% | $11.16万 | 加仓 |
| — | ARCOSA INC | $161.11万 | 0.02% | 11,089 | -100 | -0.9% | -$1.45万 | 减仓 |
| — | GATES INDUSTRIAL CORP PLC | $160.83万 | 0.02% | 57,502 | -500 | -0.9% | -$1.40万 | 减仓 |
| PNW | PINNACLE WEST CAPITAL | $159.58万 | 0.02% | 14,914 | 1,159 | 8.4% | $12.40万 | 加仓 |
| APTV | APTIV PLC | $159.39万 | 0.02% | 25,967 | 1,666 | 6.9% | $10.23万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $159.03万 | 0.02% | 15,444 | 800 | 5.5% | $8.24万 | 加仓 |
| KLIC | KULICKE & SOFFA INDUSTRIES | $158.63万 | 0.02% | 11,859 | -58 | -0.5% | -$7,758 | 减仓 |
| HQY | HEALTHEQUITY INC | $157.84万 | 0.02% | 17,476 | -100 | -0.6% | -$9,032 | 减仓 |
| MKC | MCCORMICK & CO NON VTG SHRS | $157.38万 | 0.02% | 31,213 | 2,100 | 7.2% | $10.59万 | 加仓 |
| POOL | POOL CORP | $156.88万 | 0.02% | 7,300 | 3,545 | 94.4% | $76.18万 | 加仓 |
| MP | MP MATERIALS CORP | $156.83万 | 0.02% | 28,000 | 400 | 1.4% | $2.24万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $156.57万 | 0.02% | 10,541 | 122 | 1.2% | $1.81万 | 加仓 |
| GVA | GRANITE CONSTRUCTION INC | $156.36万 | 0.02% | 9,891 | -40 | -0.4% | -$6,323 | 减仓 |
| TRNO | TERRENO REALTY CORP | $156.26万 | 0.02% | 24,126 | 263 | 1.1% | $1.70万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $156.22万 | 0.02% | 68,670 | 700 | 1.0% | $1.59万 | 加仓 |
| AWI | ARMSTRONG WORLD INDUSTRIES | $155.74万 | 0.02% | 9,708 | -122 | -1.2% | -$1.96万 | 减仓 |
| HXL | HEXCEL CORP | $155.51万 | 0.02% | 15,542 | 400 | 2.6% | $4.00万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $155.05万 | 0.02% | 7,702 | 118 | 1.6% | $2.38万 | 加仓 |
| TTEK | TETRA TECH INC | $154.92万 | 0.02% | 53,625 | 100 | 0.2% | $2,889 | 加仓 |
| REXR | REXFORD INDUSTRIAL REALTY IN | $154.92万 | 0.02% | 46,244 | -1,000 | -2.1% | -$3.35万 | 减仓 |
| THG | HANOVER INSURANCE GROUP INC/ | $154.81万 | 0.02% | 7,230 | -58 | -0.8% | -$1.24万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $154.18万 | 0.02% | 18,902 | 500 | 2.7% | $4.08万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP CL A | $153.64万 | 0.02% | 5,836 | 225 | 4.0% | $5.92万 | 加仓 |
| UGI | UGI CORP | $153.10万 | 0.02% | 44,326 | 300 | 0.7% | $1.04万 | 加仓 |