13F 机构持仓

Louisiana State Employees Retirement System

BATON ROUGE LA · SEC CIK 0001537191

2026Q22026Q1 更早 9 个季度 🔒
$57.05亿2026Q1 申报市值
1,517持仓数
27.5%前十大占比 · 第一大 5.6%
25 / 30新建仓 / 清仓
申报市值走势$67.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.6%
AAPL 4.9%
MSFT 3.6%
AMZN 2.7%
GOOGL 2.2%
AVGO 1.9%
GOOG 1.8%
META 1.8%
TSLA 1.7%
WMT 1.2%

2026Q1 买入最多 按季末市值估算

WMT 加仓+$3,983.17万
SPYM 加仓+$1,627.24万
QQQ 加仓+$1,073.55万
SPSM 加仓+$695.81万
VRT 新建仓+$488.63万

2026Q1 卖出最多 按季末市值估算

CIEN 减仓-$1,234.57万
LITE 减仓-$1,124.42万
COHR 减仓-$807.53万
AAPL 减仓-$385.76万
AZN 清仓-$358.53万

2026Q1 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
TDW TIDEWATER INC NEW $170.44万0.03%20,400 -700-3.3% -$5.85万 减仓
VLY VALLEY NATL BANCORP $170.45万0.03%138,800 6,1004.6% $7.49万 加仓
MRCY MERCURY SYS INC $170.61万0.03%23,400 -800-3.3% -$5.83万 减仓
OUT OUTFRONT MEDIA INC $170.93万0.03%64,500 -2,100-3.2% -$5.57万 减仓
G GENPACT LIMITED $170.98万0.03%45,900 1,5003.4% $5.59万 加仓
AXTA AXALTA COATING SYS LTD $171.46万0.03%61,900 2,9004.9% $8.03万 加仓
HR HEALTHCARE RLTY TR $171.77万0.03%101,100 3,8003.9% $6.46万 加仓
GPI GROUP 1 AUTOMOTIVE INC $171.93万0.03%5,200 -500-8.8% -$16.53万 减仓
POR PORTLAND GEN ELEC CO $172.03万0.03%32,600 1,5004.8% $7.92万 加仓
GXO GXO LOGISTICS INCORPORATED $172.14万0.03%33,200 1,5004.7% $7.78万 加仓
EXP EAGLE MATLS INC $172.40万0.03%9,100 2002.2% $3.79万 加仓
CHDN CHURCHILL DOWNS INC $172.47万0.03%19,200 9004.9% $8.08万 加仓
H HYATT HOTELS CORP $172.55万0.03%12,000 4003.4% $5.75万 加仓
RDNT RADNET INC $172.70万0.03%30,900 -900-2.8% -$5.03万 减仓
PRU PRUDENTIAL FINL INC $172.91万0.03%17,700 -200-1.1% -$1.95万 减仓
FNB F N B CORP $173.22万0.03%103,600 4,5004.5% $7.52万 加仓
SKT TANGER INC $173.30万0.03%51,000 -1,700-3.2% -$5.78万 减仓
LGND LIGAND PHARMACEUTICALS INC $173.70万0.03%8,700 -300-3.3% -$5.99万 减仓
STWD STARWOOD PPTY TR INC $173.75万0.03%100,900 4,6004.8% $7.92万 加仓
MSA MSA SAFETY INC $173.79万0.03%10,600 4003.9% $6.56万 加仓
SYY SYSCO CORP $174.05万0.03%24,400 -100-0.4% -$7,133 减仓
ACGL ARCH CAP GROUP LTD $174.70万0.03%18,200 -200-1.1% -$1.92万 减仓
LAD LITHIA MTRS INC $174.80万0.03%7,000 3004.5% $7.49万 加仓
— TRI POINTE HOMES INC $175.24万0.03%37,500 -1,900-4.8% -$8.88万 减仓
CVSA COVISTA INC $176.33万0.03%15,300 -1,300-7.8% -$14.98万 减仓
CRBG COREBRIDGE FINL INC $176.56万0.03%74,000 00.0% — 不变
GATX GATX CORP $177.57万0.03%10,400 5005.1% $8.54万 加仓
BTU PEABODY ENGR CORP $177.60万0.03%53,900 -1,800-3.2% -$5.93万 减仓
MIDD MIDDLEBY CORP $177.66万0.03%13,400 6004.7% $7.95万 加仓
RUSHA RUSH ENTERPRISES INC $177.84万0.03%26,900 -900-3.2% -$5.95万 减仓
FAF FIRST AMERN FINL CORP $177.86万0.03%29,500 1,3004.6% $7.84万 加仓
AMTM AMENTUM HOLDINGS INC $177.87万0.03%68,200 -2,000-2.8% -$5.22万 减仓
WH WYNDHAM HOTELS & RESORTS INC $177.89万0.03%21,900 1,0004.8% $8.12万 加仓
LEA LEAR CORP $177.99万0.03%14,700 3002.1% $3.63万 加仓
HXL HEXCEL CORP NEW $178.05万0.03%22,000 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $178.09万0.03%24,500 00.0% — 不变
THG HANOVER INS GROUP INC $178.55万0.03%10,300 5005.1% $8.67万 加仓
PLNT PLANET FITNESS MASTER ISSUER $179.26万0.03%24,100 1,1004.8% $8.18万 加仓
STT STATE STR CORP $179.72万0.03%14,200 -100-0.7% -$1.27万 减仓
RGEN REPLIGEN CORP $180.26万0.03%15,300 7004.8% $8.25万 加仓
CCI CROWN CASTLE INC $180.51万0.03%22,200 00.0% — 不变
MMSI MERIT MED SYS INC $181.29万0.03%26,300 -900-3.3% -$6.20万 减仓
LTH LIFE TIME GROUP HOLDINGS INC $181.84万0.03%67,500 67,500— $181.84万 新建仓
ITRI ITRON INC $181.95万0.03%20,300 -700-3.3% -$6.27万 减仓
SKY CHAMPION HOMES INC $182.21万0.03%24,500 -1,100-4.3% -$8.18万 减仓
VMC VULCAN MATLS CO $182.44万0.03%6,700 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $182.49万0.03%3,100 00.0% — 不变
— APELLIS PHARMACEUTICALS INC $182.64万0.03%45,400 45,400— $182.64万 新建仓
ACI ALBERTSONS COS INC $182.84万0.03%107,300 -2,100-1.9% -$3.58万 减仓
MTH MERITAGE HOMES CORP $183.05万0.03%29,600 -2,700-8.4% -$16.70万 减仓
OSIS OSI SYSTEMS INC $183.20万0.03%6,900 -400-5.5% -$10.62万 减仓
VAL VALARIS LTD $183.33万0.03%18,700 8004.5% $7.84万 加仓
— JANUS HENDERSON GROUP PLC $183.39万0.03%35,700 1,5004.4% $7.71万 加仓
TDS TELEPHONE & DATA SYS INC $183.56万0.03%43,600 -1,400-3.1% -$5.89万 减仓
TKR TIMKEN CO $185.05万0.03%18,400 9005.1% $9.05万 加仓
ENS ENERSYS $185.88万0.03%10,700 5004.9% $8.69万 加仓
BROS DUTCH BROS INC $186.43万0.03%36,800 36,800— $186.43万 新建仓
VOYA VOYA FINANCIAL INC $186.51万0.03%27,300 1,0003.8% $6.83万 加仓
CHWY CHEWY INC $186.84万0.03%69,200 6,90011.1% $18.63万 加仓
MC MOELIS & CO $186.96万0.03%32,800 -1,100-3.2% -$6.27万 减仓
ACIW ACI WORLDWIDE INC $187.42万0.03%45,700 -1,500-3.2% -$6.15万 减仓
MDU MDU RES GROUP INC $187.72万0.03%90,600 -3,000-3.2% -$6.22万 减仓
DHI D R HORTON INC $187.99万0.03%13,700 -300-2.1% -$4.12万 减仓
MP MP MATERIALS CORP $188.70万0.03%39,100 1,8004.8% $8.69万 加仓
AIR AAR CORP $189.37万0.03%17,300 -600-3.4% -$6.57万 减仓
CSW CSW INDUSTRIALS INC $190.22万0.03%7,300 -300-3.9% -$7.82万 减仓
YOU CLEAR SECURE INC $190.25万0.03%39,300 -1,300-3.2% -$6.29万 减仓
MWA MUELLER WTR PRODS INC $190.78万0.03%69,400 -2,200-3.1% -$6.05万 减仓
MRP MILLROSE PPTYS INC $191.52万0.03%68,400 -2,200-3.1% -$6.16万 减仓
ULS UL SOLUTIONS INC $191.99万0.03%22,400 1,6007.7% $13.71万 加仓
HIG HARTFORD INSURANCE GROUP INC $192.03万0.03%14,200 00.0% — 不变
WEC WEC ENERGY GROUP INC $192.18万0.03%16,600 00.0% — 不变
GRMN GARMIN LTD $192.57万0.03%8,300 -100-1.2% -$2.32万 减仓
NDAQ NASDAQ INC $194.40万0.03%22,900 -100-0.4% -$8,489 减仓
MYRG MYR GROUP INC $194.80万0.03%6,900 -200-2.8% -$5.65万 减仓
TEX TEREX CORP NEW $195.03万0.03%33,000 14,80081.3% $87.47万 加仓
CBSH COMMERCE BANCSHARES INC $195.32万0.03%39,700 3,90010.9% $19.19万 加仓
NOV NOV INC $196.56万0.03%104,500 3,6003.6% $6.77万 加仓
WFRD WEATHERFORD INTL PLC $196.73万0.03%20,800 1,0005.1% $9.46万 加仓
PCG PG&E CORP $196.78万0.03%112,000 -300-0.3% -$5,271 减仓
PB PROSPERITY BANCSHARES INC $196.84万0.03%29,300 3,00011.4% $20.15万 加仓
ORA ORMAT TECHNOLOGIES INC $196.98万0.03%17,600 8004.8% $8.95万 加仓
BOOT BOOT BARN HLDGS INC $197.59万0.03%13,500 -500-3.6% -$7.32万 减仓
JEF JEFFERIES FINANCIAL GROUP IN $197.68万0.03%47,900 2,2004.8% $9.08万 加仓
CMC COMMERCIAL METALS CO $197.80万0.03%32,200 1,5004.9% $9.21万 加仓
NUE NUCOR CORP $197.85万0.03%11,700 00.0% — 不变
VTR VENTAS INC $197.91万0.03%24,200 2000.8% $1.64万 加仓
CSGP COSTAR GROUP INC $198.47万0.03%49,200 -800-1.6% -$3.23万 减仓
MET METLIFE INC $198.72万0.03%28,100 -200-0.7% -$1.41万 减仓
RDN RADIAN GROUP INC $198.81万0.03%60,100 -2,000-3.2% -$6.62万 减仓
COIN COINBASE GLOBAL INC $199.06万0.03%11,400 -300-2.6% -$5.24万 减仓
MSCI MSCI INC $199.43万0.03%3,700 -100-2.6% -$5.39万 减仓
BMI BADGER METER INC $199.58万0.03%13,100 -400-3.0% -$6.09万 减仓
CART MAPLEBEAR INC $199.66万0.03%53,300 2,4004.7% $8.99万 加仓
STAG STAG INDUSTRIAL INC $199.77万0.04%55,400 3,7007.2% $13.34万 加仓
SLAB SILICON LABORATORIES INC $199.82万0.04%9,600 5005.5% $10.41万 加仓
TGTX TG THERAPEUTICS INC $200.32万0.04%60,300 -2,000-3.2% -$6.64万 减仓
CBRE CBRE GROUP INC $200.48万0.04%14,800 -200-1.3% -$2.71万 减仓
AGCO AGCO CORP $201.61万0.04%17,400 3001.8% $3.48万 加仓
MIR MIRION TECHNOLOGIES INC $201.70万0.04%108,500 -5,000-4.4% -$9.29万 减仓