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 |
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC | $153.02万 | 0.02% | 5,232 | 300 | 6.1% | $8.77万 | 加仓 |
| RVTY | REVVITY INC | $152.62万 | 0.02% | 13,717 | 718 | 5.5% | $7.99万 | 加仓 |
| PNR | PENTAIR PLC | $152.28万 | 0.02% | 19,864 | 1,100 | 5.9% | $8.43万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $152.14万 | 0.02% | 20,832 | 100 | 0.5% | $7,303 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $151.98万 | 0.02% | 19,684 | 163 | 0.8% | $1.26万 | 加仓 |
| LKQ | LKQ CORP | $151.92万 | 0.02% | 57,700 | -800 | -1.4% | -$2.11万 | 减仓 |
| AVY | AVERY DENNISON CORP | $151.91万 | 0.02% | 9,357 | 500 | 5.6% | $8.12万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $151.85万 | 0.02% | 43,800 | 1,100 | 2.6% | $3.81万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $151.66万 | 0.02% | 28,200 | -73 | -0.3% | -$3,926 | 减仓 |
| AXTA | AXALTA COATING SYSTEMS LTD | $151.31万 | 0.02% | 44,216 | 400 | 0.9% | $1.37万 | 加仓 |
| IDCC | INTERDIGITAL INC | $151.22万 | 0.02% | 5,341 | 141 | 2.7% | $3.99万 | 加仓 |
| FLR | FLUOR CORP | $151.17万 | 0.02% | 28,854 | -4,200 | -12.7% | -$22.00万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $151.07万 | 0.02% | 24,900 | 200 | 0.8% | $1.21万 | 加仓 |
| AVT | AVNET INC | $150.79万 | 0.02% | 16,977 | 200 | 1.2% | $1.78万 | 加仓 |
| ROL | ROLLINS INC | $150.78万 | 0.02% | 36,124 | 2,577 | 7.7% | $10.76万 | 加仓 |
| KEX | KIRBY CORP | $150.53万 | 0.02% | 11,071 | -36 | -0.3% | -$4,895 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $150.46万 | 0.02% | 39,531 | 300 | 0.8% | $1.14万 | 加仓 |
| VSXY | VICTORIA S SECRET & CO | $150.33万 | 0.02% | 18,008 | -300 | -1.6% | -$2.50万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $150.21万 | 0.02% | 11,199 | 69 | 0.6% | $9,255 | 加仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $150.20万 | 0.02% | 4,554 | 23 | 0.5% | $7,586 | 加仓 |
| LNTH | LANTHEUS HOLDINGS INC | $149.31万 | 0.02% | 13,459 | -100 | -0.7% | -$1.11万 | 减仓 |
| RGEN | REPLIGEN CORP | $149.28万 | 0.02% | 10,941 | 100 | 0.9% | $1.36万 | 加仓 |
| AGCO | AGCO CORP | $148.81万 | 0.02% | 12,432 | 111 | 0.9% | $1.33万 | 加仓 |
| MIDD | MIDDLEBY CORP | $148.81万 | 0.02% | 8,651 | -869 | -9.1% | -$14.95万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $148.34万 | 0.02% | 6,787 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $148.32万 | 0.02% | 10,557 | 740 | 7.5% | $10.40万 | 加仓 |
| SJM | JM SMUCKER CO/THE | $147.70万 | 0.02% | 13,129 | 900 | 7.4% | $10.13万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $147.27万 | 0.02% | 29,908 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $146.63万 | 0.02% | 28,650 | 1,400 | 5.1% | $7.17万 | 加仓 |
| EPRT | ESSENTIAL PROPERTIES REALTY | $146.57万 | 0.02% | 49,103 | 1,100 | 2.3% | $3.28万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $146.50万 | 0.02% | 12,831 | 665 | 5.5% | $7.59万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $146.31万 | 0.02% | 108,700 | 53,905 | 98.4% | $72.56万 | 加仓 |
| MRCY | MERCURY SYSTEMS INC | $146.28万 | 0.02% | 11,958 | -100 | -0.8% | -$1.22万 | 减仓 |
| VSEC | VSE CORP | $146.24万 | 0.02% | 6,400 | -200 | -3.0% | -$4.57万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC A | $146.22万 | 0.02% | 10,282 | 400 | 4.0% | $5.69万 | 加仓 |
| EXP | EAGLE MATERIALS INC | $145.71万 | 0.02% | 6,476 | 47 | 0.7% | $1.06万 | 加仓 |
| UDR | UDR INC | $145.19万 | 0.02% | 36,371 | 1,900 | 5.5% | $7.58万 | 加仓 |
| LSTR | LANDSTAR SYSTEM INC | $145.16万 | 0.02% | 7,019 | 32 | 0.5% | $6,618 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS | $144.74万 | 0.02% | 4,579 | 79 | 1.8% | $2.50万 | 加仓 |
| UCTT | ULTRA CLEAN HOLDINGS INC | $144.57万 | 0.02% | 10,139 | -200 | -1.9% | -$2.85万 | 减仓 |
| HR | HEALTHCARE REALTY TRUST INC | $144.36万 | 0.02% | 71,572 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATIONAL BANCORP | $144.29万 | 0.02% | 98,493 | 300 | 0.3% | $4,395 | 加仓 |
| FAF | FIRST AMERICAN FINANCIAL | $144.22万 | 0.02% | 21,027 | 100 | 0.5% | $6,859 | 加仓 |
| IVZ | INVESCO LTD | $143.92万 | 0.02% | 54,535 | 3,700 | 7.3% | $9.76万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $143.88万 | 0.02% | 22,929 | 200 | 0.9% | $1.26万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HOLDING | $143.48万 | 0.02% | 30,054 | 200 | 0.7% | $9,548 | 加仓 |
| CRBG | COREBRIDGE FINANCIAL INC | $143.23万 | 0.02% | 50,028 | -900 | -1.8% | -$2.58万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $142.53万 | 0.02% | 34,900 | 100 | 0.3% | $4,084 | 加仓 |
| CSGP | COSTAR GROUP INC | $142.23万 | 0.02% | 50,224 | 1,700 | 3.5% | $4.81万 | 加仓 |
| CPT | CAMDEN PROPERTY TRUST | $142.17万 | 0.02% | 12,418 | 600 | 5.1% | $6.87万 | 加仓 |
| CLX | CLOROX COMPANY | $142.05万 | 0.02% | 14,884 | 1,000 | 7.2% | $9.54万 | 加仓 |
| MTRN | MATERION CORP | $141.56万 | 0.02% | 4,760 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $141.49万 | 0.02% | 43,443 | 2,800 | 6.9% | $9.12万 | 加仓 |
| MHK | MOHAWK INDUSTRIES INC | $141.07万 | 0.02% | 11,627 | -260 | -2.2% | -$3.15万 | 减仓 |
| FNB | FNB CORP | $140.29万 | 0.02% | 73,526 | 200 | 0.3% | $3,816 | 加仓 |
| AVTR | AVANTOR INC | $139.75万 | 0.02% | 141,157 | 1,300 | 0.9% | $1.29万 | 加仓 |
| SOLV | SOLVENTUM CORP | $139.69万 | 0.02% | 18,106 | 1,200 | 7.1% | $9.26万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC | $139.46万 | 0.02% | 46,208 | -500 | -1.1% | -$1.51万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $139.04万 | 0.02% | 8,244 | 600 | 7.8% | $10.12万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $138.44万 | 0.01% | 12,713 | 200 | 1.6% | $2.18万 | 加仓 |
| LEA | LEAR CORP | $138.43万 | 0.01% | 10,326 | -100 | -1.0% | -$1.34万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $138.29万 | 0.01% | 19,277 | -800 | -4.0% | -$5.74万 | 减仓 |
| CWST | CASELLA WASTE SYSTEMS INC A | $138.22万 | 0.01% | 14,254 | -46 | -0.3% | -$4,461 | 减仓 |
| BRKR | BRUKER CORP | $138.22万 | 0.01% | 22,967 | 200 | 0.9% | $1.20万 | 加仓 |
| AUB | ATLANTIC UNION BANKSHARES CO | $137.74万 | 0.01% | 32,556 | 100 | 0.3% | $4,231 | 加仓 |
| GDDY | GODADDY INC CLASS A | $137.69万 | 0.01% | 16,222 | 800 | 5.2% | $6.79万 | 加仓 |
| NOV | NOV INC | $137.68万 | 0.01% | 74,220 | 300 | 0.4% | $5,565 | 加仓 |
| GBCI | GLACIER BANCORP INC | $137.45万 | 0.01% | 26,648 | 200 | 0.8% | $1.03万 | 加仓 |
| LAD | LITHIA MOTORS INC | $136.91万 | 0.01% | 4,713 | -249 | -5.0% | -$7.23万 | 减仓 |
| ENVA | ENOVA INTERNATIONAL INC | $136.90万 | 0.01% | 5,687 | 30 | 0.5% | $7,222 | 加仓 |
| LNC | LINCOLN NATIONAL CORP | $136.55万 | 0.01% | 38,627 | -73 | -0.2% | -$2,581 | 减仓 |
| TECH | BIO TECHNE CORP | $136.39万 | 0.01% | 19,305 | 1,400 | 7.8% | $9.89万 | 加仓 |
| HAS | HASBRO INC | $135.71万 | 0.01% | 16,432 | 1,200 | 7.9% | $9.91万 | 加仓 |
| LW | LAMB WESTON HOLDINGS INC | $135.59万 | 0.01% | 31,400 | -400 | -1.3% | -$1.73万 | 减仓 |
| BAX | BAXTER INTERNATIONAL INC | $135.38万 | 0.01% | 63,499 | 4,600 | 7.8% | $9.81万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $135.18万 | 0.01% | 24,623 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIVER LABORATORIES | $134.83万 | 0.01% | 5,945 | 300 | 5.3% | $6.80万 | 加仓 |
| SM | SM ENERGY CO | $134.66万 | 0.01% | 51,595 | -200 | -0.4% | -$5,220 | 减仓 |
| HII | HUNTINGTON INGALLS INDUSTRIE | $134.29万 | 0.01% | 4,798 | 300 | 6.7% | $8.40万 | 加仓 |
| MATX | MATSON INC | $132.98万 | 0.01% | 6,918 | -179 | -2.5% | -$3.44万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $132.82万 | 0.01% | 7,011 | -12 | -0.2% | -$2,273 | 减仓 |
| CHRD | CHORD ENERGY CORP | $132.69万 | 0.01% | 11,609 | -100 | -0.9% | -$1.14万 | 减仓 |
| FND | FLOOR & DECOR HOLDINGS INC A | $132.43万 | 0.01% | 22,310 | 200 | 0.9% | $1.19万 | 加仓 |
| IESC | IES HOLDINGS INC | $132.24万 | 0.01% | 1,800 | 1,800 | — | $132.24万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $131.64万 | 0.01% | 24,000 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $131.09万 | 0.01% | 7,509 | 29 | 0.4% | $5,063 | 加仓 |
| GATX | GATX CORP | $130.39万 | 0.01% | 7,359 | 51 | 0.7% | $9,037 | 加仓 |
| PODD | INSULET CORP | $130.30万 | 0.01% | 8,558 | 500 | 6.2% | $7.61万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $130.29万 | 0.01% | 15,472 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC | $130.21万 | 0.01% | 28,412 | -200 | -0.7% | -$9,166 | 减仓 |
| ABCB | AMERIS BANCORP | $129.42万 | 0.01% | 14,339 | -300 | -2.0% | -$2.71万 | 减仓 |
| AES | AES CORP | $128.58万 | 0.01% | 87,710 | 6,100 | 7.5% | $8.94万 | 加仓 |
| M | MACY S INC | $128.46万 | 0.01% | 54,547 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO REALTY TRUST | $128.25万 | 0.01% | 32,633 | -200 | -0.6% | -$7,860 | 减仓 |
| FOXA | FOX CORP CLASS A | $128.06万 | 0.01% | 24,552 | 1,600 | 7.0% | $8.35万 | 加仓 |
| LQDA | LIQUIDIA CORP | $127.57万 | 0.01% | 16,000 | 16,000 | — | $127.57万 | 新建仓 |
| AIR | AAR CORP | $127.47万 | 0.01% | 8,918 | -37 | -0.4% | -$5,288 | 减仓 |
| TFX | TELEFLEX INC | $127.41万 | 0.01% | 10,051 | 37 | 0.4% | $4,690 | 加仓 |
| NEU | NEWMARKET CORP | $127.15万 | 0.01% | 1,607 | 43 | 2.7% | $3.40万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $126.97万 | 0.01% | 15,142 | -150 | -1.0% | -$1.26万 | 减仓 |