Louisiana State Employees Retirement System
BATON ROUGE LA · SEC CIK 0001537191
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MUSA | MURPHY USA INC | $242.05万 | 0.04% | 4,900 | 200 | 4.3% | $9.88万 | 加仓 |
| CUBE | CUBESMART | $242.26万 | 0.04% | 66,100 | 3,000 | 4.8% | $10.99万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $242.40万 | 0.04% | 51,400 | 51,400 | — | $242.40万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $242.54万 | 0.04% | 35,600 | -1,200 | -3.3% | -$8.18万 | 减仓 |
| CR | CRANE COMPANY | $242.82万 | 0.04% | 14,200 | 700 | 5.2% | $11.97万 | 加仓 |
| VST | VISTRA CORP | $243.53万 | 0.04% | 16,200 | -100 | -0.6% | -$1.50万 | 减仓 |
| BCPC | BALCHEM CORP | $244.05万 | 0.04% | 14,400 | -400 | -2.7% | -$6.78万 | 减仓 |
| LFUS | LITTELFUSE INC | $244.33万 | 0.04% | 7,200 | 300 | 4.3% | $10.18万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $245.66万 | 0.04% | 8,700 | -100 | -1.1% | -$2.82万 | 减仓 |
| AYI | ACUITY INC | $246.59万 | 0.04% | 8,800 | 400 | 4.8% | $11.21万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $246.61万 | 0.04% | 42,800 | 1,900 | 4.6% | $10.95万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $247.84万 | 0.04% | 15,100 | -300 | -1.9% | -$4.92万 | 减仓 |
| FIX | COMFORT SYS USA INC | $248.22万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $250.12万 | 0.04% | 58,700 | 6,700 | 12.9% | $28.55万 | 加仓 |
| SNEX | STONEX GROUP INC | $250.42万 | 0.04% | 31,050 | 9,750 | 45.8% | $78.63万 | 加仓 |
| AME | AMETEK INC | $250.80万 | 0.04% | 11,700 | -100 | -0.8% | -$2.14万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $250.86万 | 0.04% | 18,300 | 600 | 3.4% | $8.22万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $252.99万 | 0.04% | 3,600 | -16,000 | -81.6% | -$1,124.42万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $253.19万 | 0.04% | 80,200 | -3,700 | -4.4% | -$11.68万 | 减仓 |
| VNOM | VIPER ENERGY INC | $253.28万 | 0.04% | 53,900 | 7,300 | 15.7% | $34.30万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $253.57万 | 0.04% | 12,000 | -100 | -0.8% | -$2.11万 | 减仓 |
| ZTS | ZOETIS INC | $254.15万 | 0.04% | 21,500 | -1,000 | -4.4% | -$11.82万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $254.56万 | 0.04% | 40,600 | -22,700 | -35.9% | -$142.33万 | 减仓 |
| — | GATES INDL CORP PLC | $254.59万 | 0.04% | 112,600 | -5,700 | -4.8% | -$12.89万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $256.03万 | 0.04% | 88,900 | 4,200 | 5.0% | $12.10万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $256.70万 | 0.04% | 20,100 | 900 | 4.7% | $11.49万 | 加仓 |
| MSTR | STRATEGY INC | $257.09万 | 0.05% | 20,600 | 2,700 | 15.1% | $33.70万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $257.12万 | 0.05% | 8,000 | -200 | -2.4% | -$6.43万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $257.43万 | 0.05% | 27,900 | -1,000 | -3.5% | -$9.23万 | 减仓 |
| OC | OWENS CORNING NEW | $257.56万 | 0.05% | 23,800 | 1,100 | 4.8% | $11.90万 | 加仓 |
| ALKS | ALKERMES PLC | $258.84万 | 0.05% | 73,200 | -2,400 | -3.2% | -$8.49万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $259.33万 | 0.05% | 27,600 | 2,600 | 10.4% | $24.43万 | 加仓 |
| ETR | ENTERGY CORP NEW | $259.55万 | 0.05% | 23,100 | 300 | 1.3% | $3.37万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $260.32万 | 0.05% | 61,600 | 54,500 | 767.6% | $230.32万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $260.77万 | 0.05% | 30,400 | -1,000 | -3.2% | -$8.58万 | 减仓 |
| AFL | AFLAC INC | $261.11万 | 0.05% | 23,800 | -300 | -1.2% | -$3.29万 | 减仓 |
| KMX | CARMAX INC | $261.54万 | 0.05% | 62,900 | -4,400 | -6.5% | -$18.30万 | 减仓 |
| ADC | AGREE RLTY CORP | $261.57万 | 0.05% | 34,700 | 3,000 | 9.5% | $22.61万 | 加仓 |
| — | THOMSON REUTERS CORP | $262.74万 | 0.05% | 29,200 | -600 | -2.0% | -$5.40万 | 减仓 |
| ORI | OLD REP INTL CORP | $263.34万 | 0.05% | 66,000 | 3,000 | 4.8% | $11.97万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $263.74万 | 0.05% | 21,700 | 19,200 | 768.0% | $233.36万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $263.84万 | 0.05% | 94,500 | 4,300 | 4.8% | $12.01万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $264.07万 | 0.05% | 23,700 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $264.44万 | 0.05% | 28,300 | 1,200 | 4.4% | $11.21万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $265.15万 | 0.05% | 10,000 | -400 | -3.8% | -$10.61万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $265.53万 | 0.05% | 28,700 | 900 | 3.2% | $8.33万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $266.25万 | 0.05% | 75,000 | -2,400 | -3.1% | -$8.52万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $266.82万 | 0.05% | 22,600 | -800 | -3.4% | -$9.44万 | 减仓 |
| RMBS | RAMBUS INC DEL | $268.41万 | 0.05% | 31,200 | 1,400 | 4.7% | $12.04万 | 加仓 |
| — | CHART INDS INC | $268.77万 | 0.05% | 13,000 | 800 | 6.6% | $16.54万 | 加仓 |
| D | DOMINION ENERGY INC | $268.92万 | 0.05% | 43,500 | -100 | -0.2% | -$6,182 | 减仓 |
| OSK | OSHKOSH CORP | $269.39万 | 0.05% | 18,300 | 800 | 4.6% | $11.78万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $269.54万 | 0.05% | 19,400 | 900 | 4.9% | $12.50万 | 加仓 |
| CNM | CORE & MAIN INC | $270.22万 | 0.05% | 54,700 | 1,900 | 3.6% | $9.39万 | 加仓 |
| AZO | AUTOZONE INC | $270.22万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $270.49万 | 0.05% | 7,700 | 300 | 4.1% | $10.54万 | 加仓 |
| FLS | FLOWSERVE CORP | $270.52万 | 0.05% | 36,800 | 1,600 | 4.5% | $11.76万 | 加仓 |
| AROC | ARCHROCK INC | $270.74万 | 0.05% | 77,800 | -2,500 | -3.1% | -$8.70万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $271.20万 | 0.05% | 47,100 | 2,200 | 4.9% | $12.67万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $272.22万 | 0.05% | 16,500 | -500 | -2.9% | -$8.25万 | 减仓 |
| KHC | KRAFT HEINZ CO | $272.58万 | 0.05% | 121,200 | -1,500 | -1.2% | -$3.37万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $272.92万 | 0.05% | 30,100 | -600 | -2.0% | -$5.44万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $273.11万 | 0.05% | 35,000 | 1,400 | 4.2% | $10.92万 | 加仓 |
| TRGP | TARGA RES CORP | $273.30万 | 0.05% | 10,900 | -100 | -0.9% | -$2.51万 | 减仓 |
| ALL | ALLSTATE CORP | $273.69万 | 0.05% | 13,200 | -200 | -1.5% | -$4.15万 | 减仓 |
| NE | NOBLE CORP PLC | $273.81万 | 0.05% | 55,800 | -1,700 | -3.0% | -$8.34万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $274.17万 | 0.05% | 12,700 | -500 | -3.8% | -$10.79万 | 减仓 |
| GKOS | GLAUKOS CORP | $274.53万 | 0.05% | 25,500 | -800 | -3.0% | -$8.61万 | 减仓 |
| — | SEALED AIR CORP NEW | $274.59万 | 0.05% | 65,300 | -2,100 | -3.1% | -$8.83万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $275.09万 | 0.05% | 26,100 | -800 | -3.0% | -$8.43万 | 减仓 |
| GME | GAMESTOP CORP | $275.33万 | 0.05% | 119,500 | 5,500 | 4.8% | $12.67万 | 加仓 |
| DOCU | DOCUSIGN INC | $275.45万 | 0.05% | 58,100 | 2,500 | 4.5% | $11.85万 | 加仓 |
| EAT | BRINKER INTL INC | $275.55万 | 0.05% | 19,300 | -1,100 | -5.4% | -$15.70万 | 减仓 |
| VSAT | VIASAT INC | $275.72万 | 0.05% | 60,200 | -1,800 | -2.9% | -$8.24万 | 减仓 |
| GMED | GLOBUS MED INC | $278.30万 | 0.05% | 32,300 | 1,500 | 4.9% | $12.92万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $279.28万 | 0.05% | 40,300 | 100 | 0.2% | $6,930 | 加仓 |
| CIEN | CIENA CORP | $279.53万 | 0.05% | 7,200 | -31,800 | -81.5% | -$1,234.57万 | 减仓 |
| TGT | TARGET CORP | $279.97万 | 0.05% | 23,100 | -100 | -0.4% | -$1.21万 | 减仓 |
| DXCM | DEXCOM INC | $281.97万 | 0.05% | 44,900 | -1,100 | -2.4% | -$6.91万 | 减仓 |
| CNH | CNH INDL N V | $282.26万 | 0.05% | 256,600 | 11,700 | 4.8% | $12.87万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $282.45万 | 0.05% | 29,200 | 1,400 | 5.0% | $13.54万 | 加仓 |
| DINO | HF SINCLAIR CORP | $282.63万 | 0.05% | 45,300 | 2,000 | 4.6% | $12.48万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $282.65万 | 0.05% | 93,100 | 2,300 | 2.5% | $6.98万 | 加仓 |
| DCI | DONALDSON INC | $283.47万 | 0.05% | 33,400 | 1,300 | 4.0% | $11.03万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $283.72万 | 0.05% | 13,100 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $283.76万 | 0.05% | 46,200 | -1,200 | -2.5% | -$7.37万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $283.89万 | 0.05% | 45,900 | 2,100 | 4.8% | $12.99万 | 加仓 |
| — | TOPBUILD COR | $284.55万 | 0.05% | 8,100 | 400 | 5.2% | $14.05万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $285.04万 | 0.05% | 15,400 | 700 | 4.8% | $12.96万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $285.23万 | 0.05% | 20,800 | 1,000 | 5.1% | $13.71万 | 加仓 |
| OGE | OGE ENERGY CORP | $285.84万 | 0.05% | 59,600 | 3,900 | 7.0% | $18.70万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $286.55万 | 0.05% | 10,800 | 400 | 3.8% | $10.61万 | 加仓 |
| O | REALTY INCOME CORP | $286.93万 | 0.05% | 46,900 | -100 | -0.2% | -$6,118 | 减仓 |
| CTVA | CORTEVA INC | $287.13万 | 0.05% | 34,300 | -200 | -0.6% | -$1.67万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $287.86万 | 0.05% | 8,700 | -100 | -1.1% | -$3.31万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $287.91万 | 0.05% | 14,400 | -13,200 | -47.8% | -$263.92万 | 减仓 |
| — | QORVO INC | $289.48万 | 0.05% | 37,400 | -1,100 | -2.9% | -$8.51万 | 减仓 |
| OKE | ONEOK INC NEW | $290.15万 | 0.05% | 32,100 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $290.86万 | 0.05% | 418,500 | -13,700 | -3.2% | -$9.52万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $291.98万 | 0.05% | 27,000 | -900 | -3.2% | -$9.73万 | 减仓 |