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 |
|---|---|---|---|---|---|---|---|---|
| TTMI | TTM TECHNOLOGIES INC | $292.26万 | 0.05% | 30,000 | -17,300 | -36.6% | -$168.54万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $294.10万 | 0.05% | 23,000 | -800 | -3.4% | -$10.23万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $294.48万 | 0.05% | 11,400 | -400 | -3.4% | -$10.33万 | 减仓 |
| DY | DYCOM INDS INC | $294.77万 | 0.05% | 8,700 | 700 | 8.8% | $23.72万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $295.05万 | 0.05% | 65,800 | -2,400 | -3.5% | -$10.76万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $295.30万 | 0.05% | 14,400 | 800 | 5.9% | $16.41万 | 加仓 |
| TFC | TRUIST FINL CORP | $295.59万 | 0.05% | 64,300 | -1,000 | -1.5% | -$4.60万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $297.35万 | 0.05% | 16,500 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $298.00万 | 0.05% | 78,400 | 3,500 | 4.7% | $13.30万 | 加仓 |
| — | AIR LEASE CORP | $303.27万 | 0.05% | 46,700 | -1,400 | -2.9% | -$9.09万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $303.92万 | 0.05% | 22,800 | 20,200 | 776.9% | $269.27万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $304.67万 | 0.05% | 82,100 | 2,800 | 3.5% | $10.39万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $307.39万 | 0.05% | 16,200 | -200 | -1.2% | -$3.79万 | 减仓 |
| FER | FERROVIAL SE | $307.69万 | 0.05% | 47,300 | -1,800 | -3.7% | -$11.71万 | 减仓 |
| ARMK | ARAMARK | $308.91万 | 0.05% | 76,200 | 3,500 | 4.8% | $14.19万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $309.64万 | 0.05% | 16,600 | -100 | -0.6% | -$1.87万 | 减仓 |
| RRC | RANGE RES CORP | $310.39万 | 0.05% | 68,700 | 3,100 | 4.7% | $14.01万 | 加仓 |
| COR | CENCORA INC | $311.00万 | 0.05% | 9,900 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $311.41万 | 0.05% | 169,800 | 4,900 | 3.0% | $8.99万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $312.12万 | 0.05% | 6,500 | 300 | 4.8% | $14.41万 | 加仓 |
| SM | SM ENERGY COMPANY | $312.74万 | 0.05% | 100,300 | 47,800 | 91.0% | $149.04万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $313.53万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $313.73万 | 0.05% | 24,200 | -800 | -3.2% | -$10.37万 | 减仓 |
| COKE | COCA COLA CONS INC | $314.45万 | 0.06% | 16,400 | 700 | 4.5% | $13.42万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $314.65万 | 0.06% | 55,700 | 2,500 | 4.7% | $14.12万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $314.77万 | 0.06% | 19,100 | -700 | -3.5% | -$11.54万 | 减仓 |
| SMTC | SEMTECH CORP | $315.25万 | 0.06% | 41,000 | 1,300 | 3.3% | $10.00万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $317.07万 | 0.06% | 19,200 | 900 | 4.9% | $14.86万 | 加仓 |
| ACM | AECOM | $318.07万 | 0.06% | 37,500 | 900 | 2.5% | $7.63万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $319.18万 | 0.06% | 25,200 | 1,200 | 5.0% | $15.20万 | 加仓 |
| ALLY | ALLY FINL INC | $319.33万 | 0.06% | 81,400 | 3,800 | 4.9% | $14.91万 | 加仓 |
| CE | CELANESE CORP DEL | $319.64万 | 0.06% | 48,600 | -1,600 | -3.2% | -$10.52万 | 减仓 |
| DT | DYNATRACE INC | $319.88万 | 0.06% | 86,500 | 3,100 | 3.7% | $11.46万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $320.01万 | 0.06% | 140,600 | 4,400 | 3.2% | $10.01万 | 加仓 |
| NKE | NIKE INC | $320.62万 | 0.06% | 60,700 | -100 | -0.2% | -$5,282 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $320.85万 | 0.06% | 11,000 | -400 | -3.5% | -$11.67万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $321.53万 | 0.06% | 104,700 | 92,600 | 765.3% | $284.37万 | 加仓 |
| UNM | UNUM GROUP | $322.79万 | 0.06% | 44,200 | 1,600 | 3.8% | $11.68万 | 加仓 |
| EXEL | EXELIXIS INC | $322.96万 | 0.06% | 75,300 | 1,100 | 1.5% | $4.72万 | 加仓 |
| WDAY | WORKDAY INC | $323.50万 | 0.06% | 24,900 | -400 | -1.6% | -$5.20万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $323.58万 | 0.06% | 11,500 | -300 | -2.5% | -$8.44万 | 减仓 |
| SRE | SEMPRA | $323.58万 | 0.06% | 33,300 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $323.75万 | 0.06% | 35,000 | -100 | -0.3% | -$9,250 | 减仓 |
| — | WEBSTER FINL CORP | $324.19万 | 0.06% | 46,700 | 2,100 | 4.7% | $14.58万 | 加仓 |
| BWA | BORGWARNER INC | $325.56万 | 0.06% | 60,000 | 800 | 1.4% | $4.34万 | 加仓 |
| CCK | CROWN HLDGS INC | $325.81万 | 0.06% | 32,500 | 1,000 | 3.2% | $10.03万 | 加仓 |
| SF | STIFEL FINL CORP | $326.73万 | 0.06% | 44,200 | 1,900 | 4.5% | $14.04万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $327.18万 | 0.06% | 11,400 | -100 | -0.9% | -$2.87万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $327.88万 | 0.06% | 11,200 | -200 | -1.8% | -$5.86万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $327.89万 | 0.06% | 9,500 | -100 | -1.0% | -$3.45万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $328.25万 | 0.06% | 11,300 | -100 | -0.9% | -$2.90万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $330.21万 | 0.06% | 82,000 | 3,700 | 4.7% | $14.90万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $331.96万 | 0.06% | 31,400 | 300 | 1.0% | $3.17万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $332.73万 | 0.06% | 17,600 | 800 | 4.8% | $15.12万 | 加仓 |
| SCI | SERVICE CORP INTL | $333.34万 | 0.06% | 40,400 | 1,600 | 4.1% | $13.20万 | 加仓 |
| LKQ | LKQ CORP | $333.35万 | 0.06% | 113,500 | -3,800 | -3.2% | -$11.16万 | 减仓 |
| FORM | FORMFACTOR INC | $333.65万 | 0.06% | 34,400 | -1,100 | -3.1% | -$10.67万 | 减仓 |
| EVR | EVERCORE INC | $334.33万 | 0.06% | 11,200 | 500 | 4.7% | $14.93万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $334.63万 | 0.06% | 99,800 | -200 | -0.2% | -$6,706 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $336.10万 | 0.06% | 2,900 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $336.50万 | 0.06% | 16,700 | 800 | 5.0% | $16.12万 | 加仓 |
| AGX | ARGAN INC | $337.68万 | 0.06% | 6,200 | 6,200 | — | $337.68万 | 新建仓 |
| MCO | MOODYS CORP | $340.27万 | 0.06% | 7,800 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $341.45万 | 0.06% | 102,600 | 400 | 0.4% | $1.33万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $342.33万 | 0.06% | 55,800 | -1,200 | -2.1% | -$7.36万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $343.21万 | 0.06% | 74,000 | 3,500 | 5.0% | $16.23万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $343.30万 | 0.06% | 24,000 | -800 | -3.2% | -$11.44万 | 减仓 |
| GM | GENERAL MTRS CO | $343.44万 | 0.06% | 46,100 | -1,600 | -3.4% | -$11.92万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $344.47万 | 0.06% | 100,900 | -3,300 | -3.2% | -$11.27万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $344.83万 | 0.06% | 144,100 | 6,600 | 4.8% | $15.79万 | 加仓 |
| ECL | ECOLAB INC | $345.83万 | 0.06% | 13,000 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $348.08万 | 0.06% | 6,400 | 300 | 4.9% | $16.32万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $348.79万 | 0.06% | 13,400 | -100 | -0.7% | -$2.60万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $350.30万 | 0.06% | 41,100 | -100 | -0.2% | -$8,523 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $350.34万 | 0.06% | 46,000 | -26,700 | -36.7% | -$203.35万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $350.80万 | 0.06% | 56,200 | 2,600 | 4.9% | $16.23万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $351.75万 | 0.06% | 10,900 | -6,400 | -37.0% | -$206.53万 | 减仓 |
| AON | AON PLC | $351.83万 | 0.06% | 10,900 | -100 | -0.9% | -$3.23万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $352.23万 | 0.06% | 12,800 | -200 | -1.5% | -$5.50万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $355.77万 | 0.06% | 11,700 | -200 | -1.7% | -$6.08万 | 减仓 |
| MLI | MUELLER INDS INC | $356.78万 | 0.06% | 32,200 | 1,500 | 4.9% | $16.62万 | 加仓 |
| CI | THE CIGNA GROUP | $357.44万 | 0.06% | 13,400 | -200 | -1.5% | -$5.33万 | 减仓 |
| CRH | CRH PLC | $359.51万 | 0.06% | 34,200 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $360.74万 | 0.06% | 85,000 | 3,900 | 4.8% | $16.55万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $361.41万 | 0.06% | 19,300 | 900 | 4.9% | $16.85万 | 加仓 |
| CPRT | COPART INC | $361.88万 | 0.06% | 109,000 | -1,300 | -1.2% | -$4.32万 | 减仓 |
| HL | HECLA MINING COMPANY | $361.98万 | 0.06% | 194,300 | -176,500 | -47.6% | -$328.82万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $362.04万 | 0.06% | 130,700 | 9,500 | 7.8% | $26.32万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $362.47万 | 0.06% | 8,900 | 400 | 4.7% | $16.29万 | 加仓 |
| CG | CARLYLE GROUP INC | $363.89万 | 0.06% | 75,200 | 3,400 | 4.7% | $16.45万 | 加仓 |
| GLPI | GAMING & LEISURE P | $364.28万 | 0.06% | 82,100 | 3,800 | 4.9% | $16.86万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $364.53万 | 0.06% | 8,400 | -100 | -1.2% | -$4.34万 | 减仓 |
| FIVE | FIVE BELOW INC | $365.57万 | 0.06% | 16,000 | 700 | 4.6% | $15.99万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $366.10万 | 0.06% | 21,700 | 700 | 3.3% | $11.81万 | 加仓 |
| MPC | MARATHON PETE CORP | $366.27万 | 0.06% | 15,000 | -400 | -2.6% | -$9.77万 | 减仓 |
| WSO | WATSCO INC | $367.43万 | 0.06% | 10,100 | 400 | 4.1% | $14.55万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $368.26万 | 0.06% | 39,700 | 1,900 | 5.0% | $17.62万 | 加仓 |
| RPM | RPM INTL INC | $368.77万 | 0.06% | 37,100 | 1,600 | 4.5% | $15.90万 | 加仓 |
| PAYX | PAYCHEX INC | $369.40万 | 0.06% | 40,100 | -500 | -1.2% | -$4.61万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $369.41万 | 0.06% | 24,700 | 1,200 | 5.1% | $17.95万 | 加仓 |