Louisiana State Employees Retirement System
BATON ROUGE LA · SEC CIK 0001537191
$67.41亿2026Q2 申报市值
1,523持仓数
27.4%前十大占比 · 第一大 5.3%
41 / 35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
SNDK 加仓+$2,182.78万
MRVL 加仓+$1,301.78万
HONA 新建仓+$808.05万
ARM 加仓+$641.77万
ALAB 新建仓+$531.32万
2026Q2 卖出最多 按季末市值估算
FLEX 减仓-$1,422.97万
SPYM 减仓-$1,164.41万
SPSM 减仓-$1,000.57万
HON 减仓-$842.98万
CASY 减仓-$699.42万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.60亿 | 5.35% | 1,801,400 | -15,200 | -0.8% | -$304.14万 | 减仓 |
| AAPL | APPLE INC | $3.16亿 | 4.69% | 1,092,700 | -4,900 | -0.4% | -$141.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.06亿 | 3.06% | 552,600 | -2,500 | -0.5% | -$93.25万 | 减仓 |
| AMZN | AMAZON COM INC | $1.79亿 | 2.65% | 750,800 | -2,400 | -0.3% | -$57.20万 | 减仓 |
| GOOGL | ALPHABET INC | $1.56亿 | 2.31% | 435,300 | 100 | 0.0% | $3.57万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.50亿 | 2.23% | 130,100 | -1,200 | -0.9% | -$138.51万 | 减仓 |
| AVGO | BROADCOM INC | $1.33亿 | 1.97% | 352,400 | -2,000 | -0.6% | -$75.55万 | 减仓 |
| GOOG | ALPHABET INC | $1.30亿 | 1.93% | 368,600 | 900 | 0.2% | $31.80万 | 加仓 |
| TSLA | TESLA INC | $1.09亿 | 1.62% | 260,200 | -1,900 | -0.7% | -$79.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.09亿 | 1.62% | 188,100 | -2,100 | -1.1% | -$121.99万 | 减仓 |
| META | META PLATFORMS INC | $1.02亿 | 1.51% | 181,200 | -500 | -0.3% | -$28.16万 | 减仓 |
| INTC | INTEL CORP | $7,883.51万 | 1.17% | 564,600 | -2,800 | -0.5% | -$39.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6,629.91万 | 0.98% | 91,700 | -800 | -0.9% | -$57.84万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,252.95万 | 0.93% | 144,300 | -1,300 | -0.9% | -$56.33万 | 减仓 |
| WMT | WALMART INC | $6,089.99万 | 0.90% | 537,700 | -6,800 | -1.2% | -$77.02万 | 减仓 |
| CSCO | CISCO SYS INC | $5,347.95万 | 0.79% | 455,300 | -5,600 | -1.2% | -$65.78万 | 减仓 |
| LLY | ELI LILLY & CO | $4,845.70万 | 0.72% | 40,400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $4,789.61万 | 0.71% | 51,200 | -600 | -1.2% | -$56.13万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,745.52万 | 0.70% | 540,000 | -132,500 | -19.7% | -$1,164.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,688.65万 | 0.70% | 93,700 | 300 | 0.3% | $15.01万 | 加仓 |
| KLAC | KLA CORP | $4,549.79万 | 0.67% | 150,800 | -2,200 | -1.4% | -$66.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,481.15万 | 0.66% | 136,900 | -500 | -0.4% | -$16.37万 | 减仓 |
| SNDK | SANDISK CORP | $3,888.08万 | 0.58% | 17,100 | 9,600 | 128.0% | $2,182.78万 | 加仓 |
| NFLX | NETFLIX INC. | $3,470.04万 | 0.51% | 486,000 | -6,600 | -1.3% | -$47.12万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,202.18万 | 0.48% | 93,900 | -900 | -0.9% | -$30.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,159.16万 | 0.47% | 42,900 | -2,900 | -6.3% | -$213.56万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3,129.74万 | 0.46% | 105,000 | -900 | -0.8% | -$26.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,123.83万 | 0.46% | 123,000 | 200 | 0.2% | $5.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,090.59万 | 0.46% | 264,900 | -2,000 | -0.7% | -$23.33万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,005.71万 | 0.45% | 100,900 | 43,700 | 76.4% | $1,301.78万 | 加仓 |
| V | VISA INC | $2,909.40万 | 0.43% | 84,800 | -900 | -1.1% | -$30.88万 | 减仓 |
| — | EXXON MOBIL CORP | $2,895.73万 | 0.43% | 211,800 | -1,200 | -0.6% | -$16.41万 | 减仓 |
| LIN | LINDE PLC | $2,765.95万 | 0.41% | 53,300 | -900 | -1.7% | -$46.70万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2,542.11万 | 0.38% | 39,800 | 200 | 0.5% | $12.77万 | 加仓 |
| CAT | CATERPILLAR INC | $2,502.51万 | 0.37% | 23,500 | -200 | -0.8% | -$21.30万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,499.35万 | 0.37% | 25,900 | 500 | 2.0% | $48.25万 | 加仓 |
| ABBV | ABBVIE INC | $2,272.31万 | 0.34% | 90,300 | 200 | 0.2% | $5.03万 | 加仓 |
| AMGN | AMGEN INC | $2,256.01万 | 0.33% | 62,300 | -500 | -0.8% | -$18.11万 | 减仓 |
| QCOM | QUALCOMM INC | $2,248.89万 | 0.33% | 121,700 | -2,800 | -2.2% | -$51.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,243.63万 | 0.33% | 29,400 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2,232.10万 | 0.33% | 56,200 | -800 | -1.4% | -$31.77万 | 减仓 |
| PEP | PEPSICO INC | $2,135.26万 | 0.32% | 157,700 | -1,700 | -1.1% | -$23.02万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,116.03万 | 0.31% | 41,200 | -300 | -0.7% | -$15.41万 | 减仓 |
| GE | GE AEROSPACE | $1,991.98万 | 0.30% | 53,300 | -100 | -0.2% | -$3.74万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,928.52万 | 0.29% | 46,400 | 200 | 0.4% | $8.31万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,900.85万 | 0.28% | 333,600 | -4,600 | -1.4% | -$26.21万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,809.19万 | 0.27% | 143,200 | -1,600 | -1.1% | -$20.21万 | 减仓 |
| HD | HOME DEPOT INC | $1,795.14万 | 0.27% | 50,900 | 200 | 0.4% | $7.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,745.02万 | 0.26% | 119,000 | 600 | 0.5% | $8.80万 | 加仓 |
| APP | APPLOVIN CORP | $1,720.87万 | 0.26% | 33,400 | -600 | -1.8% | -$30.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,626.51万 | 0.24% | 40,900 | -500 | -1.2% | -$19.88万 | 减仓 |
| MRK | MERCK & CO INC | $1,621.67万 | 0.24% | 126,200 | -300 | -0.2% | -$3.85万 | 减仓 |
| GEV | GE VERNOVA INC | $1,609.56万 | 0.24% | 13,700 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1,608.33万 | 0.24% | 197,900 | 600 | 0.3% | $4.88万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,593.47万 | 0.24% | 89,400 | -3,100 | -3.4% | -$55.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,586.32万 | 0.24% | 95,700 | 200 | 0.2% | $3.32万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,566.60万 | 0.23% | 93,400 | -3,100 | -3.2% | -$52.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,527.17万 | 0.23% | 15,100 | -200 | -1.3% | -$20.23万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,455.42万 | 0.22% | 29,300 | -300 | -1.0% | -$14.90万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,440.04万 | 0.21% | 79,600 | 300 | 0.4% | $5.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,349.81万 | 0.20% | 48,000 | 400 | 0.8% | $11.25万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,343.80万 | 0.20% | 131,500 | -1,400 | -1.1% | -$14.31万 | 减仓 |
| RTX | RTX CORPORATION | $1,305.34万 | 0.19% | 68,800 | 400 | 0.6% | $7.59万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,292.49万 | 0.19% | 156,400 | -1,200 | -0.8% | -$9.92万 | 减仓 |
| MS | MORGAN STANLEY | $1,281.42万 | 0.19% | 61,300 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1,270.59万 | 0.19% | 86,700 | 300 | 0.3% | $4.40万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,237.02万 | 0.18% | 183,100 | 21,700 | 13.4% | $146.61万 | 加仓 |
| C | CITIGROUP INC | $1,220.45万 | 0.18% | 87,200 | -1,900 | -2.1% | -$26.59万 | 减仓 |
| FTNT | FORTINET INC | $1,212.06万 | 0.18% | 78,900 | -1,900 | -2.4% | -$29.19万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,193.52万 | 0.18% | 31,800 | -200 | -0.6% | -$7.51万 | 减仓 |
| ASML | ASML HLDG NV | $1,173.77万 | 0.17% | 5,900 | 100 | 1.7% | $19.89万 | 加仓 |
| APH | AMPHENOL CORP | $1,109.05万 | 0.16% | 62,900 | 300 | 0.5% | $5.29万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,045.06万 | 0.16% | 28,200 | -400 | -1.4% | -$14.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,032.41万 | 0.15% | 46,100 | -900 | -1.9% | -$20.16万 | 减仓 |
| GLW | CORNING INC | $1,021.72万 | 0.15% | 40,000 | 200 | 0.5% | $5.11万 | 加仓 |
| CSX | CSX CORP | $1,019.52万 | 0.15% | 214,500 | -2,500 | -1.2% | -$11.88万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,009.50万 | 0.15% | 411,200 | -7,400 | -1.8% | -$18.17万 | 减仓 |
| DDOG | DATADOG INC | $994.58万 | 0.15% | 38,200 | -100 | -0.3% | -$2.60万 | 减仓 |
| SNPS | SYNOPSYS INC | $985.81万 | 0.15% | 22,100 | -200 | -0.9% | -$8.92万 | 减仓 |
| MCD | MCDONALDS CORP | $981.23万 | 0.15% | 36,300 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $981.06万 | 0.15% | 39,500 | -200 | -0.5% | -$4.97万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $967.98万 | 0.14% | 27,300 | 18,100 | 196.7% | $641.77万 | 加仓 |
| ADBE | ADOBE INC | $957.44万 | 0.14% | 46,700 | -1,000 | -2.1% | -$20.50万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $955.43万 | 0.14% | 99,400 | -1,200 | -1.2% | -$11.53万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $952.58万 | 0.14% | 19,000 | -100 | -0.5% | -$5.01万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $935.63万 | 0.14% | 106,600 | 500 | 0.5% | $4.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $920.04万 | 0.14% | 27,200 | -100 | -0.4% | -$3.38万 | 减仓 |
| TWLO | TWILIO INC | $916.11万 | 0.14% | 44,400 | 400 | 0.9% | $8.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $903.54万 | 0.13% | 213,400 | -1,500 | -0.7% | -$6.35万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $896.97万 | 0.13% | 52,800 | 200 | 0.4% | $3.40万 | 加仓 |
| SHOP | SHOPIFY INC | $895.17万 | 0.13% | 78,400 | -2,100 | -2.6% | -$23.98万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $894.42万 | 0.13% | 14,500 | 100 | 0.7% | $6.17万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $881.30万 | 0.13% | 95,700 | -2,300 | -2.3% | -$21.18万 | 减仓 |
| MKSI | MKS INC. | $880.70万 | 0.13% | 19,800 | 300 | 1.5% | $13.34万 | 加仓 |
| TER | TERADYNE INC | $875.75万 | 0.13% | 18,100 | 10,100 | 126.2% | $488.68万 | 加仓 |
| BA | BOEING CO | $872.37万 | 0.13% | 40,300 | 300 | 0.8% | $6.49万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $859.17万 | 0.13% | 62,800 | -300 | -0.5% | -$4.10万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $856.61万 | 0.13% | 148,100 | -1,400 | -0.9% | -$8.10万 | 减仓 |
| TJX | TJX COS INC NEW | $855.98万 | 0.13% | 56,500 | -100 | -0.2% | -$1.51万 | 减仓 |
| DIS | DISNEY WALT CO | $853.74万 | 0.13% | 88,700 | -1,600 | -1.8% | -$15.40万 | 减仓 |