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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $276.06万 | 0.04% | 9,500 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $276.67万 | 0.04% | 28,400 | 100 | 0.4% | $9,742 | 加仓 |
| FLS | FLOWSERVE CORP | $277.36万 | 0.04% | 37,400 | 600 | 1.6% | $4.45万 | 加仓 |
| F | FORD MTR CO | $278.00万 | 0.04% | 200,000 | 300 | 0.2% | $4,170 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $278.16万 | 0.04% | 8,800 | 100 | 1.1% | $3.16万 | 加仓 |
| CTRE | CARETRUST REIT INC | $278.82万 | 0.04% | 69,100 | 4,300 | 6.6% | $17.35万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $279.21万 | 0.04% | 23,600 | -100 | -0.4% | -$1.18万 | 减仓 |
| OSK | OSHKOSH CORP | $279.33万 | 0.04% | 18,200 | -100 | -0.5% | -$1.53万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $279.48万 | 0.04% | 19,600 | -500 | -2.5% | -$7.13万 | 减仓 |
| OKE | ONEOK INC NEW | $279.95万 | 0.04% | 32,200 | 100 | 0.3% | $8,694 | 加仓 |
| COR | CENCORA INC | $280.15万 | 0.04% | 9,900 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $280.64万 | 0.04% | 208,500 | 184,100 | 754.5% | $247.80万 | 加仓 |
| VSEC | VSE CORP | $281.06万 | 0.04% | 12,300 | -500 | -3.9% | -$11.43万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $282.20万 | 0.04% | 5,700 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $282.68万 | 0.04% | 20,200 | 100 | 0.5% | $1.40万 | 加仓 |
| KHC | KRAFT HEINZ CO | $282.97万 | 0.04% | 119,800 | -1,400 | -1.2% | -$3.31万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $282.98万 | 0.04% | 94,800 | 1,700 | 1.8% | $5.07万 | 加仓 |
| AME | AMETEK INC | $283.07万 | 0.04% | 11,700 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $283.14万 | 0.04% | 89,800 | 900 | 1.0% | $2.84万 | 加仓 |
| MRCY | MERCURY SYS INC | $283.81万 | 0.04% | 23,200 | -200 | -0.9% | -$2.45万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $284.32万 | 0.04% | 18,400 | 100 | 0.5% | $1.55万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $284.61万 | 0.04% | 57,800 | -200 | -0.3% | -$9,848 | 减仓 |
| CAH | CARDINAL HEALTH INC | $285.07万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $285.24万 | 0.04% | 23,300 | -1,600 | -6.4% | -$19.59万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $285.71万 | 0.04% | 28,600 | -100 | -0.3% | -$9,990 | 减仓 |
| CRWV | COREWEAVE INC | $286.68万 | 0.04% | 28,800 | 28,800 | — | $286.68万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $287.20万 | 0.04% | 28,700 | -1,400 | -4.7% | -$14.01万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $288.01万 | 0.04% | 33,400 | 400 | 1.2% | $3.45万 | 加仓 |
| CNH | CNH INDL N V | $289.28万 | 0.04% | 257,600 | 1,000 | 0.4% | $1.12万 | 加仓 |
| CTVA | CORTEVA INC | $289.64万 | 0.04% | 34,200 | -100 | -0.3% | -$8,469 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $290.51万 | 0.04% | 34,800 | -800 | -2.2% | -$6.68万 | 减仓 |
| — | TOPBUILD COR | $290.71万 | 0.04% | 8,200 | 100 | 1.2% | $3.55万 | 加仓 |
| FIVE | FIVE BELOW INC | $291.26万 | 0.04% | 16,200 | 200 | 1.2% | $3.60万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $292.03万 | 0.04% | 54,300 | -500 | -0.9% | -$2.69万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $292.67万 | 0.04% | 39,900 | -100 | -0.2% | -$7,335 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $293.13万 | 0.04% | 29,000 | -200 | -0.7% | -$2.02万 | 减仓 |
| OGE | OGE ENERGY CORP | $293.91万 | 0.04% | 60,400 | 800 | 1.3% | $3.89万 | 加仓 |
| LKQ | LKQ CORP | $294.11万 | 0.04% | 111,700 | -1,800 | -1.6% | -$4.74万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $294.13万 | 0.04% | 56,400 | 5,000 | 9.7% | $26.07万 | 加仓 |
| TRGP | TARGA RES CORP | $294.95万 | 0.04% | 11,000 | 100 | 0.9% | $2.68万 | 加仓 |
| CPRT | COPART INC | $295.43万 | 0.04% | 104,800 | -4,200 | -3.9% | -$11.84万 | 减仓 |
| O | REALTY INCOME CORP | $295.55万 | 0.04% | 47,700 | 800 | 1.7% | $4.96万 | 加仓 |
| PINS | PINTEREST INC | $296.52万 | 0.04% | 141,000 | -28,800 | -17.0% | -$60.57万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $296.91万 | 0.04% | 36,400 | 800 | 2.2% | $6.53万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $297.52万 | 0.04% | 43,000 | 200 | 0.5% | $1.38万 | 加仓 |
| R | RYDER SYS INC | $298.06万 | 0.04% | 11,300 | -100 | -0.9% | -$2.64万 | 减仓 |
| UMBF | UMB FINL CORP | $298.37万 | 0.04% | 20,900 | 200 | 1.0% | $2.86万 | 加仓 |
| GWW | WW GRAINGER INC | $299.29万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $299.71万 | 0.04% | 44,500 | -400 | -0.9% | -$2.69万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $299.99万 | 0.04% | 18,700 | -400 | -2.1% | -$6.42万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $300.40万 | 0.04% | 14,900 | -100 | -0.7% | -$2.02万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $300.74万 | 0.04% | 13,100 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $301.12万 | 0.04% | 6,500 | 100 | 1.6% | $4.63万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $301.83万 | 0.04% | 46,600 | 400 | 0.9% | $2.59万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $302.56万 | 0.04% | 86,100 | 1,100 | 1.3% | $3.87万 | 加仓 |
| HL | HECLA MINING COMPANY | $302.89万 | 0.04% | 196,300 | 2,000 | 1.0% | $3.09万 | 加仓 |
| POOL | POOL CORP | $303.01万 | 0.04% | 14,100 | 12,400 | 729.4% | $266.48万 | 加仓 |
| TGT | TARGET CORP | $303.02万 | 0.04% | 23,200 | 100 | 0.4% | $1.31万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $303.49万 | 0.05% | 16,900 | 400 | 2.4% | $7.18万 | 加仓 |
| GVA | GRANITE CONSTR INC | $303.51万 | 0.05% | 19,200 | -100 | -0.5% | -$1.58万 | 减仓 |
| DCI | DONALDSON INC | $304.32万 | 0.05% | 33,900 | 500 | 1.5% | $4.49万 | 加仓 |
| FLEX | FLEX LTD | $304.69万 | 0.05% | 18,800 | -87,800 | -82.4% | -$1,422.97万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $305.16万 | 0.05% | 24,800 | 100 | 0.4% | $1.23万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $305.85万 | 0.05% | 67,800 | 100 | 0.1% | $4,511 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $306.31万 | 0.05% | 22,900 | -300 | -1.3% | -$4.01万 | 减仓 |
| D | DOMINION ENERGY INC | $306.62万 | 0.05% | 44,900 | 1,400 | 3.2% | $9.56万 | 加仓 |
| SCI | SERVICE CORP INTL | $306.88万 | 0.05% | 40,400 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $308.01万 | 0.05% | 7,900 | -100 | -1.2% | -$3.90万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $308.06万 | 0.05% | 8,800 | 100 | 1.1% | $3.50万 | 加仓 |
| SRE | SEMPRA | $309.65万 | 0.05% | 33,400 | 100 | 0.3% | $9,271 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $310.73万 | 0.05% | 92,700 | -1,800 | -1.9% | -$6.03万 | 减仓 |
| — | GATES INDL CORP PLC | $311.31万 | 0.05% | 111,300 | -1,300 | -1.2% | -$3.64万 | 减仓 |
| DINO | HF SINCLAIR CORP | $312.03万 | 0.05% | 44,800 | -500 | -1.1% | -$3.48万 | 减仓 |
| — | ARCOSA INC | $312.37万 | 0.05% | 21,500 | -300 | -1.4% | -$4.36万 | 减仓 |
| AROC | ARCHROCK INC | $312.65万 | 0.05% | 76,800 | -1,000 | -1.3% | -$4.07万 | 减仓 |
| DAL | DELTA AIR LINES INC | $312.82万 | 0.05% | 33,400 | 300 | 0.9% | $2.81万 | 加仓 |
| MAC | MACERICH CO | $312.86万 | 0.05% | 124,200 | 10,600 | 9.3% | $26.70万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $313.16万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $313.27万 | 0.05% | 44,900 | 700 | 1.6% | $4.88万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $313.31万 | 0.05% | 30,600 | -800 | -2.5% | -$8.19万 | 减仓 |
| ETSY | ETSY INC | $313.37万 | 0.05% | 41,600 | -2,200 | -5.0% | -$16.57万 | 减仓 |
| ALL | ALLSTATE CORP | $314.08万 | 0.05% | 13,200 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $315.02万 | 0.05% | 16,500 | 100 | 0.6% | $1.91万 | 加仓 |
| SN | SHARKNINJA INC | $315.20万 | 0.05% | 20,700 | 20,700 | — | $315.20万 | 新建仓 |
| EAT | BRINKER INTL INC | $315.84万 | 0.05% | 18,800 | -500 | -2.6% | -$8.40万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $316.62万 | 0.05% | 19,700 | 300 | 1.5% | $4.82万 | 加仓 |
| ACMR | ACM RESH INC | $317.23万 | 0.05% | 25,000 | 1,400 | 5.9% | $17.76万 | 加仓 |
| TFC | TRUIST FINL CORP | $317.35万 | 0.05% | 63,700 | -600 | -0.9% | -$2.99万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $317.45万 | 0.05% | 7,900 | -100 | -1.2% | -$4.02万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $317.55万 | 0.05% | 57,800 | -2,500 | -4.1% | -$13.73万 | 减仓 |
| FER | FERROVIAL NV | $317.66万 | 0.05% | 46,300 | -1,000 | -2.1% | -$6.86万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $317.97万 | 0.05% | 15,700 | 300 | 1.9% | $6.08万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $317.97万 | 0.05% | 83,000 | 1,000 | 1.2% | $3.83万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $319.03万 | 0.05% | 415,400 | -3,100 | -0.7% | -$2.38万 | 减仓 |
| CG | CARLYLE GROUP INC | $319.19万 | 0.05% | 75,800 | 600 | 0.8% | $2.53万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $320.02万 | 0.05% | 100,100 | 300 | 0.3% | $9,591 | 加仓 |
| ARW | ARROW ELECTRS INC | $320.12万 | 0.05% | 15,000 | 200 | 1.4% | $4.27万 | 加仓 |
| CR | CRANE COMPANY | $321.22万 | 0.05% | 14,400 | 200 | 1.4% | $4.46万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $322.31万 | 0.05% | 42,900 | 6,000 | 16.3% | $45.08万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $323.87万 | 0.05% | 56,600 | 900 | 1.6% | $5.15万 | 加仓 |