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 |
|---|---|---|---|---|---|---|---|---|
| MP | MP MATERIALS CORP | $221.80万 | 0.03% | 39,600 | 500 | 1.3% | $2.80万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $222.54万 | 0.03% | 61,800 | -2,700 | -4.2% | -$9.72万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $223.04万 | 0.03% | 65,600 | -800 | -1.2% | -$2.72万 | 减仓 |
| HQY | HEALTHEQUITY INC | $223.09万 | 0.03% | 24,700 | -100 | -0.4% | -$9,032 | 减仓 |
| YOU | CLEAR SECURE INC | $223.48万 | 0.03% | 40,100 | 800 | 2.0% | $4.46万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $224.29万 | 0.03% | 44,600 | -1,100 | -2.4% | -$5.53万 | 减仓 |
| YUM | YUM BRANDS INC | $225.40万 | 0.03% | 14,100 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $225.74万 | 0.03% | 16,600 | 100 | 0.6% | $1.36万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $227.54万 | 0.03% | 9,900 | -100 | -1.0% | -$2.30万 | 减仓 |
| CART | MAPLEBEAR INC | $227.75万 | 0.03% | 48,100 | -5,200 | -9.8% | -$24.62万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $228.74万 | 0.03% | 18,200 | -3,500 | -16.1% | -$43.99万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $228.86万 | 0.03% | 79,300 | -1,400 | -1.7% | -$4.04万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $229.27万 | 0.03% | 39,700 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $229.74万 | 0.03% | 55,200 | -600 | -1.1% | -$2.50万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $229.77万 | 0.03% | 244,700 | -1,800 | -0.7% | -$1.69万 | 减仓 |
| CAVA | CAVA GROUP INC | $229.95万 | 0.03% | 29,300 | 400 | 1.4% | $3.14万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $230.55万 | 0.03% | 18,700 | -100 | -0.5% | -$1.23万 | 减仓 |
| MARA | MARA HOLDINGS INC | $232.10万 | 0.03% | 167,100 | -600 | -0.4% | -$8,334 | 减仓 |
| ULS | UL SOLUTIONS INC | $232.24万 | 0.03% | 22,800 | 400 | 1.8% | $4.07万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $232.59万 | 0.03% | 27,500 | -700 | -2.5% | -$5.92万 | 减仓 |
| H | HYATT HOTELS CORP | $232.61万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $233.52万 | 0.03% | 27,600 | -500 | -1.8% | -$4.23万 | 减仓 |
| ATR | APTARGROUP INC | $234.12万 | 0.03% | 18,700 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $234.19万 | 0.03% | 26,700 | -200 | -0.7% | -$1.75万 | 减仓 |
| WAB | WABTEC | $234.55万 | 0.03% | 8,700 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $234.66万 | 0.03% | 20,200 | 300 | 1.5% | $3.49万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $235.91万 | 0.03% | 23,800 | -200 | -0.8% | -$1.98万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $237.88万 | 0.04% | 38,800 | 400 | 1.0% | $2.45万 | 加仓 |
| BCPC | BALCHEM CORP | $238.22万 | 0.04% | 14,100 | -300 | -2.1% | -$5.07万 | 减仓 |
| FTDR | FRONTDOOR INC | $238.98万 | 0.04% | 30,800 | -1,200 | -3.8% | -$9.31万 | 减仓 |
| STT | STATE STR CORP | $239.14万 | 0.04% | 14,100 | -100 | -0.7% | -$1.70万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $239.40万 | 0.04% | 47,900 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $239.90万 | 0.04% | 26,500 | -800 | -2.9% | -$7.24万 | 减仓 |
| VNOM | VIPER ENERGY INC | $240.83万 | 0.04% | 56,800 | 2,900 | 5.4% | $12.30万 | 加仓 |
| CVNA | CARVANA CO | $240.90万 | 0.04% | 36,600 | 600 | 1.7% | $3.95万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $240.90万 | 0.04% | 17,300 | -100 | -0.6% | -$1.39万 | 减仓 |
| TEX | TEREX CORP NEW | $241.78万 | 0.04% | 33,400 | 400 | 1.2% | $2.90万 | 加仓 |
| HUM | HUMANA INC | $242.30万 | 0.04% | 6,100 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $242.50万 | 0.04% | 24,900 | -200 | -0.8% | -$1.95万 | 减仓 |
| LYFT | LYFT INC | $243.11万 | 0.04% | 166,400 | -10,200 | -5.8% | -$14.90万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $243.37万 | 0.04% | 58,900 | 27,300 | 86.4% | $112.80万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $244.44万 | 0.04% | 11,300 | 100 | 0.9% | $2.16万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $244.84万 | 0.04% | 29,200 | -400 | -1.4% | -$3.35万 | 减仓 |
| IDA | IDACORP INC | $245.11万 | 0.04% | 16,200 | 500 | 3.2% | $7.57万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $245.57万 | 0.04% | 30,800 | 30,800 | — | $245.57万 | 新建仓 |
| AIR | AAR CORP | $245.84万 | 0.04% | 17,200 | -100 | -0.6% | -$1.43万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $245.91万 | 0.04% | 19,400 | -200 | -1.0% | -$2.54万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $246.60万 | 0.04% | 30,000 | 200 | 0.7% | $1.64万 | 加仓 |
| ABCB | AMERIS BANCORP | $249.12万 | 0.04% | 27,600 | -900 | -3.2% | -$8.12万 | 减仓 |
| SSD | SIMPSON MFG INC | $251.22万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $251.64万 | 0.04% | 61,300 | 600 | 1.0% | $2.46万 | 加仓 |
| AAON | AAON INC | $252.45万 | 0.04% | 19,900 | 300 | 1.5% | $3.81万 | 加仓 |
| ENS | ENERSYS | $252.53万 | 0.04% | 10,800 | 100 | 0.9% | $2.34万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $252.72万 | 0.04% | 36,300 | 300 | 0.8% | $2.09万 | 加仓 |
| DOCU | DOCUSIGN INC | $252.75万 | 0.04% | 56,900 | -1,200 | -2.1% | -$5.33万 | 减仓 |
| EBAY | EBAY INC. | $253.67万 | 0.04% | 22,700 | -300 | -1.3% | -$3.35万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $253.96万 | 0.04% | 46,300 | -200 | -0.4% | -$1.10万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $253.98万 | 0.04% | 46,500 | 600 | 1.3% | $3.28万 | 加仓 |
| MATX | MATSON INC | $255.67万 | 0.04% | 13,300 | -500 | -3.6% | -$9.61万 | 减仓 |
| AZO | AUTOZONE INC | $255.68万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $255.76万 | 0.04% | 13,500 | -100 | -0.7% | -$1.89万 | 减仓 |
| RRC | RANGE RES CORP | $256.24万 | 0.04% | 68,900 | 200 | 0.3% | $7,438 | 加仓 |
| VST | VISTRA CORP | $256.98万 | 0.04% | 16,200 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $257.83万 | 0.04% | 8,100 | 100 | 1.2% | $3.18万 | 加仓 |
| VICR | VICOR CORP | $258.25万 | 0.04% | 6,800 | 200 | 3.0% | $7.60万 | 加仓 |
| NUE | NUCOR CORP | $258.39万 | 0.04% | 11,600 | -100 | -0.9% | -$2.23万 | 减仓 |
| PRI | PRIMERICA INC | $258.62万 | 0.04% | 9,100 | -200 | -2.2% | -$5.68万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $258.89万 | 0.04% | 8,600 | -100 | -1.1% | -$3.01万 | 减仓 |
| NNN | NNN REIT INC | $259.17万 | 0.04% | 55,700 | 600 | 1.1% | $2.79万 | 加仓 |
| SM | SM ENERGY COMPANY | $260.48万 | 0.04% | 99,800 | -500 | -0.5% | -$1.30万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $260.55万 | 0.04% | 100,600 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $260.57万 | 0.04% | 7,700 | -500 | -6.1% | -$16.92万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $260.99万 | 0.04% | 46,300 | 400 | 0.9% | $2.25万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $261.24万 | 0.04% | 60,500 | -1,100 | -1.8% | -$4.75万 | 减仓 |
| GMED | GLOBUS MED INC | $262.31万 | 0.04% | 33,200 | 900 | 2.8% | $7.11万 | 加仓 |
| ENVA | ENOVA INTL INC | $262.40万 | 0.04% | 10,900 | -100 | -0.9% | -$2.41万 | 减仓 |
| ACM | AECOM | $262.45万 | 0.04% | 37,600 | 100 | 0.3% | $6,980 | 加仓 |
| CUBE | CUBESMART | $263.68万 | 0.04% | 66,300 | 200 | 0.3% | $7,954 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $263.71万 | 0.04% | 74,600 | -400 | -0.5% | -$1.41万 | 减仓 |
| MUSA | MURPHY USA INC | $264.05万 | 0.04% | 4,900 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $265.28万 | 0.04% | 62,700 | -200 | -0.3% | -$8,462 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $265.70万 | 0.04% | 27,400 | -300 | -1.1% | -$2.91万 | 减仓 |
| ADC | AGREE RLTY CORP | $265.85万 | 0.04% | 35,100 | 400 | 1.2% | $3.03万 | 加仓 |
| CNM | CORE & MAIN INC | $265.86万 | 0.04% | 55,100 | 400 | 0.7% | $1.93万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $265.95万 | 0.04% | 29,400 | -200 | -0.7% | -$1.81万 | 减仓 |
| GME | GAMESTOP CORP | $266.51万 | 0.04% | 120,700 | 1,200 | 1.0% | $2.65万 | 加仓 |
| BROS | DUTCH BROS INC | $267.85万 | 0.04% | 37,300 | 500 | 1.4% | $3.59万 | 加仓 |
| ORI | OLD REP INTL CORP | $268.44万 | 0.04% | 65,600 | -400 | -0.6% | -$1.64万 | 减仓 |
| ETR | ENTERGY CORP NEW | $268.77万 | 0.04% | 23,400 | 300 | 1.3% | $3.45万 | 加仓 |
| TKR | TIMKEN CO | $268.84万 | 0.04% | 18,500 | 100 | 0.5% | $1.45万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $269.51万 | 0.04% | 89,300 | -1,200 | -1.3% | -$3.62万 | 减仓 |
| MTRN | MATERION CORP | $270.62万 | 0.04% | 9,100 | -100 | -1.1% | -$2.97万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $271.46万 | 0.04% | 84,700 | -1,000 | -1.2% | -$3.21万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $271.60万 | 0.04% | 34,700 | 600 | 1.8% | $4.70万 | 加仓 |
| MHK | MOHAWK INDS INC | $271.78万 | 0.04% | 22,400 | -600 | -2.6% | -$7.28万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $272.51万 | 0.04% | 17,000 | 300 | 1.8% | $4.81万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $273.73万 | 0.04% | 54,900 | 1,400 | 2.6% | $6.98万 | 加仓 |
| AFL | AFLAC INC | $274.37万 | 0.04% | 23,400 | -400 | -1.7% | -$4.69万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $274.85万 | 0.04% | 67,300 | -200 | -0.3% | -$8,168 | 减仓 |
| — | CHART INDS INC | $275.80万 | 0.04% | 13,200 | 200 | 1.5% | $4.18万 | 加仓 |