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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $323.98万 | 0.05% | 35,300 | 300 | 0.9% | $2.75万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $324.37万 | 0.05% | 76,000 | 400 | 0.5% | $1.71万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $324.84万 | 0.05% | 26,500 | 400 | 1.5% | $4.90万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $326.20万 | 0.05% | 37,400 | -500 | -1.3% | -$4.36万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $326.61万 | 0.05% | 68,400 | -34,200 | -33.3% | -$163.31万 | 减仓 |
| PDD | PDD HOLDINGS INC | $327.24万 | 0.05% | 42,900 | -1,000 | -2.3% | -$7.63万 | 减仓 |
| — | QORVO INC | $327.38万 | 0.05% | 35,100 | -2,300 | -6.1% | -$21.45万 | 减仓 |
| SAIA | SAIA INC | $328.50万 | 0.05% | 7,800 | 100 | 1.3% | $4.21万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $328.95万 | 0.05% | 65,100 | -700 | -1.1% | -$3.54万 | 减仓 |
| KMX | CARMAX INC | $328.98万 | 0.05% | 62,200 | -700 | -1.1% | -$3.70万 | 减仓 |
| VMI | VALMONT INDS INC | $329.23万 | 0.05% | 5,700 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $329.61万 | 0.05% | 47,100 | 300 | 0.6% | $2.10万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $329.62万 | 0.05% | 21,000 | 200 | 1.0% | $3.14万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $330.60万 | 0.05% | 22,800 | -200 | -0.9% | -$2.90万 | 减仓 |
| AYI | ACUITY INC | $331.46万 | 0.05% | 8,800 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $334.23万 | 0.05% | 11,400 | 100 | 0.9% | $2.93万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $335.41万 | 0.05% | 52,400 | -700 | -1.3% | -$4.48万 | 减仓 |
| EMN | EASTMAN CHEM CO | $335.57万 | 0.05% | 50,100 | -500 | -1.0% | -$3.35万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $335.82万 | 0.05% | 41,200 | 600 | 1.5% | $4.89万 | 加仓 |
| LFUS | LITTELFUSE INC | $336.94万 | 0.05% | 7,400 | 200 | 2.8% | $9.11万 | 加仓 |
| CYTK | CYTOKINETICS INC | $338.20万 | 0.05% | 39,700 | 4,200 | 11.8% | $35.78万 | 加仓 |
| MYRG | MYR GROUP INC | $340.27万 | 0.05% | 6,800 | -100 | -1.4% | -$5.00万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $343.07万 | 0.05% | 26,700 | -300 | -1.1% | -$3.85万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $346.33万 | 0.05% | 6,800 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $346.55万 | 0.05% | 20,500 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $348.75万 | 0.05% | 7,700 | -100 | -1.3% | -$4.53万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $348.98万 | 0.05% | 74,000 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $349.53万 | 0.05% | 6,600 | 100 | 1.5% | $5.30万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $349.65万 | 0.05% | 193,500 | 2,000 | 1.0% | $3.61万 | 加仓 |
| NPO | ENPRO INC | $350.54万 | 0.05% | 9,300 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $350.71万 | 0.05% | 11,200 | 200 | 1.8% | $6.26万 | 加仓 |
| PLXS | PLEXUS CORP | $351.78万 | 0.05% | 11,700 | -200 | -1.7% | -$6.01万 | 减仓 |
| MOG/A | MOOG INC | $351.79万 | 0.05% | 8,300 | 100 | 1.2% | $4.24万 | 加仓 |
| CGNX | COGNEX CORP | $352.69万 | 0.05% | 48,700 | 700 | 1.5% | $5.07万 | 加仓 |
| EOG | EOG RES INC | $352.87万 | 0.05% | 27,200 | -500 | -1.8% | -$6.49万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $353.00万 | 0.05% | 8,500 | 100 | 1.2% | $4.15万 | 加仓 |
| CIEN | CIENA CORP | $353.20万 | 0.05% | 7,200 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $355.18万 | 0.05% | 76,400 | 200 | 0.3% | $9,298 | 加仓 |
| GM | GENERAL MTRS CO | $355.34万 | 0.05% | 46,100 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $355.79万 | 0.05% | 28,900 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $356.08万 | 0.05% | 27,700 | -200 | -0.7% | -$2.57万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $356.14万 | 0.05% | 138,900 | -1,700 | -1.2% | -$4.36万 | 减仓 |
| FIX | COMFORT SYS USA INC | $356.75万 | 0.05% | 1,800 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $357.95万 | 0.05% | 12,500 | -100 | -0.8% | -$2.86万 | 减仓 |
| GKOS | GLAUKOS CORP | $359.18万 | 0.05% | 25,700 | 200 | 0.8% | $2.80万 | 加仓 |
| ECL | ECOLAB INC | $359.41万 | 0.05% | 12,900 | -100 | -0.8% | -$2.79万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $359.80万 | 0.05% | 146,200 | 2,100 | 1.5% | $5.17万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $359.83万 | 0.05% | 10,900 | -100 | -0.9% | -$3.30万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $360.40万 | 0.05% | 14,700 | 300 | 2.1% | $7.36万 | 加仓 |
| CCK | CROWN HLDGS INC | $361.18万 | 0.05% | 32,300 | -200 | -0.6% | -$2.24万 | 减仓 |
| RAL | RALLIANT CORP | $361.52万 | 0.05% | 49,100 | -900 | -1.8% | -$6.63万 | 减仓 |
| AON | AON PLC | $361.54万 | 0.05% | 10,900 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $361.57万 | 0.05% | 82,400 | 300 | 0.4% | $1.32万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $361.78万 | 0.05% | 11,500 | 100 | 0.9% | $3.15万 | 加仓 |
| — | WEBSTER FINL CORP | $362.23万 | 0.05% | 47,400 | 700 | 1.5% | $5.35万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $362.43万 | 0.05% | 13,400 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $362.52万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $363.11万 | 0.05% | 11,500 | 100 | 0.9% | $3.16万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $364.32万 | 0.05% | 41,900 | 400 | 1.0% | $3.48万 | 加仓 |
| CRH | CRH PLC | $364.87万 | 0.05% | 34,100 | -100 | -0.3% | -$1.07万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $365.20万 | 0.05% | 10,800 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $366.08万 | 0.05% | 56,800 | 600 | 1.1% | $3.87万 | 加仓 |
| SNEX | STONEX GROUP INC | $366.17万 | 0.05% | 30,900 | -150 | -0.5% | -$1.78万 | 减仓 |
| GGG | GRACO INC | $367.46万 | 0.05% | 48,600 | 500 | 1.0% | $3.78万 | 加仓 |
| GLPI | GAMING & LEISURE P | $369.15万 | 0.05% | 82,900 | 800 | 1.0% | $3.56万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $369.88万 | 0.05% | 47,500 | 400 | 0.8% | $3.11万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $371.00万 | 0.06% | 19,200 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $371.26万 | 0.06% | 16,600 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $371.73万 | 0.06% | 22,400 | -200 | -0.9% | -$3.32万 | 减仓 |
| CI | THE CIGNA GROUP | $372.17万 | 0.06% | 13,500 | 100 | 0.7% | $2.76万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $373.73万 | 0.06% | 23,800 | -6,600 | -21.7% | -$103.64万 | 减仓 |
| ALLY | ALLY FINL INC | $374.95万 | 0.06% | 81,600 | 200 | 0.2% | $9,190 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $374.97万 | 0.06% | 40,900 | -200 | -0.5% | -$1.83万 | 减仓 |
| OC | OWENS CORNING NEW | $375.15万 | 0.06% | 23,600 | -200 | -0.8% | -$3.18万 | 减仓 |
| RKLB | ROCKET LAB CORP | $378.14万 | 0.06% | 37,200 | 37,200 | — | $378.14万 | 新建仓 |
| DT | DYNATRACE INC | $378.50万 | 0.06% | 86,200 | -300 | -0.3% | -$1.32万 | 减仓 |
| MPC | MARATHON PETE CORP | $380.95万 | 0.06% | 14,900 | -100 | -0.7% | -$2.56万 | 减仓 |
| TOST | TOAST INC | $381.97万 | 0.06% | 137,300 | 137,300 | — | $381.97万 | 新建仓 |
| ALKS | ALKERMES PLC | $382.48万 | 0.06% | 73,000 | -200 | -0.3% | -$1.05万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $383.33万 | 0.06% | 11,600 | -100 | -0.9% | -$3.30万 | 减仓 |
| UNM | UNUM GROUP | $384.42万 | 0.06% | 43,000 | -1,200 | -2.7% | -$10.73万 | 减仓 |
| EVR | EVERCORE INC | $385.83万 | 0.06% | 11,300 | 100 | 0.9% | $3.41万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $386.29万 | 0.06% | 2,900 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $388.40万 | 0.06% | 39,500 | -600 | -1.5% | -$5.90万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $388.87万 | 0.06% | 102,200 | -2,500 | -2.4% | -$9.51万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $389.30万 | 0.06% | 23,800 | -100 | -0.4% | -$1.64万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $390.74万 | 0.06% | 31,400 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $392.16万 | 0.06% | 14,200 | 14,200 | — | $392.16万 | 新建仓 |
| COHR | COHERENT CORP | $394.47万 | 0.06% | 10,000 | 400 | 4.2% | $15.78万 | 加仓 |
| NTNX | NUTANIX INC | $395.45万 | 0.06% | 77,600 | -800 | -1.0% | -$4.08万 | 减仓 |
| VLO | VALERO ENERGY CORP | $395.87万 | 0.06% | 15,200 | -300 | -1.9% | -$7.81万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $395.92万 | 0.06% | 11,700 | -500 | -4.1% | -$16.92万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $396.12万 | 0.06% | 12,500 | -100 | -0.8% | -$3.17万 | 减仓 |
| SANM | SANMINA CORP | $397.34万 | 0.06% | 15,700 | -8,500 | -35.1% | -$215.12万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $397.75万 | 0.06% | 25,500 | 300 | 1.2% | $4.68万 | 加仓 |
| MLI | MUELLER INDS INC | $398.29万 | 0.06% | 32,400 | 200 | 0.6% | $2.46万 | 加仓 |
| BWA | BORGWARNER INC | $398.40万 | 0.06% | 60,000 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $399.05万 | 0.06% | 11,400 | -100 | -0.9% | -$3.50万 | 减仓 |
| EXEL | EXELIXIS INC | $400.46万 | 0.06% | 73,600 | -1,700 | -2.3% | -$9.25万 | 减仓 |
| AA | ALCOA CORP | $402.52万 | 0.06% | 77,200 | 2,100 | 2.8% | $10.95万 | 加仓 |