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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $370.89万 | 0.07% | 37,700 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $373.01万 | 0.07% | 37,900 | 1,400 | 3.8% | $13.78万 | 加仓 |
| PSX | PHILLIPS 66 | $373.47万 | 0.07% | 20,500 | -100 | -0.5% | -$1.82万 | 减仓 |
| PEN | PENUMBRA INC | $374.34万 | 0.07% | 11,400 | 600 | 5.6% | $19.70万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $374.51万 | 0.07% | 12,600 | -200 | -1.6% | -$5.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $374.72万 | 0.07% | 28,600 | -100 | -0.3% | -$1.31万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $375.04万 | 0.07% | 11,700 | -100 | -0.8% | -$3.21万 | 减仓 |
| TOL | TOLL BROTHERS INC | $375.29万 | 0.07% | 27,500 | 800 | 3.0% | $10.92万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $375.54万 | 0.07% | 85,700 | 3,900 | 4.8% | $17.09万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $375.57万 | 0.07% | 43,600 | 43,600 | — | $375.57万 | 新建仓 |
| CMI | CUMMINS INC | $376.61万 | 0.07% | 7,000 | -100 | -1.4% | -$5.38万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $377.23万 | 0.07% | 53,500 | 6,800 | 14.6% | $47.95万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $377.97万 | 0.07% | 53,100 | -700 | -1.3% | -$4.98万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $378.59万 | 0.07% | 8,000 | -200 | -2.4% | -$9.46万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $382.70万 | 0.07% | 19,300 | 1,000 | 5.5% | $19.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $382.97万 | 0.07% | 15,500 | -100 | -0.6% | -$2.47万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $383.36万 | 0.07% | 29,100 | 1,500 | 5.4% | $19.76万 | 加仓 |
| WCC | WESCO INTL INC | $385.80万 | 0.07% | 14,100 | 600 | 4.4% | $16.42万 | 加仓 |
| TRU | TRANSUNION | $386.08万 | 0.07% | 55,800 | 2,100 | 3.9% | $14.53万 | 加仓 |
| EMN | EASTMAN CHEM CO | $386.18万 | 0.07% | 50,600 | -1,700 | -3.3% | -$12.97万 | 减仓 |
| OKTA | OKTA INC | $386.47万 | 0.07% | 49,100 | 2,500 | 5.4% | $19.68万 | 加仓 |
| MMM | 3M CO | $389.22万 | 0.07% | 26,800 | -300 | -1.1% | -$4.36万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $389.95万 | 0.07% | 19,100 | 900 | 4.9% | $18.37万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $390.61万 | 0.07% | 45,600 | 2,200 | 5.1% | $18.85万 | 加仓 |
| SLB | SLB LIMITED | $391.59万 | 0.07% | 76,200 | -100 | -0.1% | -$5,139 | 减仓 |
| FDX | FEDEX CORP | $391.80万 | 0.07% | 11,000 | -100 | -0.9% | -$3.56万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $391.86万 | 0.07% | 46,800 | 2,100 | 4.7% | $17.58万 | 加仓 |
| CSL | CARLISLE COS INC | $393.67万 | 0.07% | 11,800 | 300 | 2.6% | $10.01万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $394.96万 | 0.07% | 9,300 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $397.28万 | 0.07% | 29,500 | 1,400 | 5.0% | $18.85万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $398.53万 | 0.07% | 16,000 | 800 | 5.3% | $19.93万 | 加仓 |
| EOG | EOG RES INC | $400.46万 | 0.07% | 27,700 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $407.17万 | 0.07% | 48,100 | 2,200 | 4.8% | $18.62万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $407.69万 | 0.07% | 63,100 | -700 | -1.1% | -$4.52万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $408.56万 | 0.07% | 31,200 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $411.92万 | 0.07% | 79,200 | -200 | -0.3% | -$1.04万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $412.47万 | 0.07% | 23,900 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $415.27万 | 0.07% | 18,700 | 1,000 | 5.6% | $22.21万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $416.39万 | 0.07% | 35,100 | -500 | -1.4% | -$5.93万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $416.73万 | 0.07% | 21,100 | -200 | -0.9% | -$3.95万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $416.92万 | 0.07% | 13,700 | 600 | 4.6% | $18.26万 | 加仓 |
| PWR | QUANTA SVCS INC | $417.26万 | 0.07% | 7,600 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $417.33万 | 0.07% | 158,500 | -1,800 | -1.1% | -$4.74万 | 减仓 |
| CLH | CLEAN HARBORS INC | $418.63万 | 0.07% | 14,600 | 700 | 5.0% | $20.07万 | 加仓 |
| TLN | TALEN ENERGY CORP | $421.38万 | 0.07% | 13,200 | 600 | 4.8% | $19.15万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $425.97万 | 0.07% | 39,900 | 1,800 | 4.7% | $19.22万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $428.42万 | 0.08% | 24,700 | -300 | -1.2% | -$5.20万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $428.67万 | 0.08% | 20,600 | 600 | 3.0% | $12.49万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $430.27万 | 0.08% | 73,200 | -100 | -0.1% | -$5,878 | 减仓 |
| WPC | WP CAREY INC | $431.55万 | 0.08% | 63,500 | 2,900 | 4.8% | $19.71万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $431.71万 | 0.08% | 12,200 | -500 | -3.9% | -$17.69万 | 减仓 |
| WM | WASTE MGMT INC DEL | $434.30万 | 0.08% | 18,900 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $439.26万 | 0.08% | 38,200 | 500 | 1.3% | $5.75万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $440.55万 | 0.08% | 208,300 | 19,300 | 10.2% | $40.82万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $442.75万 | 0.08% | 12,900 | -100 | -0.8% | -$3.43万 | 减仓 |
| MKSI | MKS INC. | $448.13万 | 0.08% | 19,500 | 900 | 4.8% | $20.68万 | 加仓 |
| PDD | PDD HOLDINGS INC | $448.57万 | 0.08% | 43,900 | -800 | -1.8% | -$8.17万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $450.17万 | 0.08% | 60,900 | 2,800 | 4.8% | $20.70万 | 加仓 |
| APG | API GROUP CORP | $450.99万 | 0.08% | 111,300 | 8,900 | 8.7% | $36.06万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $451.37万 | 0.08% | 23,100 | -300 | -1.3% | -$5.86万 | 减仓 |
| DDOG | DATADOG INC | $452.13万 | 0.08% | 38,300 | -100 | -0.3% | -$1.18万 | 减仓 |
| WMB | WILLIAMS COS INC | $452.69万 | 0.08% | 62,200 | -200 | -0.3% | -$1.46万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $454.54万 | 0.08% | 28,900 | -200 | -0.7% | -$3.15万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $457.74万 | 0.08% | 214,700 | 22,600 | 11.8% | $48.18万 | 加仓 |
| RS | RELIANCE INC | $461.96万 | 0.08% | 15,200 | 700 | 4.8% | $21.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $463.92万 | 0.08% | 6,800 | -100 | -1.4% | -$6.82万 | 减仓 |
| CVS | CVS HEALTH CORP | $465.39万 | 0.08% | 64,800 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $470.14万 | 0.08% | 20,400 | -100 | -0.5% | -$2.30万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $470.92万 | 0.08% | 11,300 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $474.39万 | 0.08% | 75,600 | -100 | -0.1% | -$6,275 | 减仓 |
| ITT | ITT INC | $474.42万 | 0.08% | 24,900 | 1,100 | 4.6% | $20.96万 | 加仓 |
| SNDK | SANDISK CORP | $476.50万 | 0.08% | 7,500 | 400 | 5.6% | $25.41万 | 加仓 |
| OVV | OVINTIV INC | $477.85万 | 0.08% | 80,500 | 10,400 | 14.8% | $61.73万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $481.21万 | 0.08% | 25,500 | 1,200 | 4.9% | $22.65万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $485.77万 | 0.09% | 107,400 | -3,000 | -2.7% | -$13.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $488.63万 | 0.09% | 19,500 | 19,500 | — | $488.63万 | 新建仓 |
| EQIX | EQUINIX INC | $490.12万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $498.14万 | 0.09% | 75,100 | 3,400 | 4.7% | $22.55万 | 加仓 |
| RBC | RBC BEARINGS INC | $499.67万 | 0.09% | 9,200 | 500 | 5.7% | $27.16万 | 加仓 |
| RBA | RB GLOBAL INC | $515.67万 | 0.09% | 53,800 | 2,400 | 4.7% | $23.00万 | 加仓 |
| ENTG | ENTEGRIS INC | $517.03万 | 0.09% | 44,100 | 2,200 | 5.3% | $25.79万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $518.52万 | 0.09% | 39,600 | -100 | -0.3% | -$1.31万 | 减仓 |
| NXT | NEXTPOWER INC | $519.57万 | 0.09% | 43,100 | 2,000 | 4.9% | $24.11万 | 加仓 |
| IDXX | IDEXX LABS INC | $522.56万 | 0.09% | 9,300 | -100 | -1.1% | -$5.62万 | 减仓 |
| MCK | MCKESSON CORP | $536.52万 | 0.09% | 6,200 | -100 | -1.6% | -$8.65万 | 减仓 |
| P | EVERPURE INC | $536.67万 | 0.09% | 90,900 | 4,500 | 5.2% | $26.57万 | 加仓 |
| GLW | CORNING INC | $541.16万 | 0.09% | 39,800 | -100 | -0.3% | -$1.36万 | 减仓 |
| SO | SOUTHERN CO | $541.48万 | 0.09% | 56,100 | -100 | -0.2% | -$9,652 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $541.90万 | 0.09% | 26,500 | 1,200 | 4.7% | $24.54万 | 加仓 |
| FN | FABRINET | $542.38万 | 0.10% | 10,400 | 500 | 5.1% | $26.08万 | 加仓 |
| CME | CME GROUP INC | $543.44万 | 0.10% | 18,400 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $546.04万 | 0.10% | 44,300 | 2,000 | 4.7% | $24.65万 | 加仓 |
| NVT | NVENT ELEC PLC | $553.55万 | 0.10% | 46,800 | 2,200 | 4.9% | $26.02万 | 加仓 |
| TWLO | TWILIO INC | $553.61万 | 0.10% | 44,000 | 2,000 | 4.8% | $25.16万 | 加仓 |
| NOW | SERVICENOW INC | $557.25万 | 0.10% | 53,300 | 300 | 0.6% | $3.14万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $561.72万 | 0.10% | 28,400 | -300 | -1.0% | -$5.93万 | 减仓 |
| MO | ALTRIA GROUP INC | $564.21万 | 0.10% | 85,500 | -200 | -0.2% | -$1.32万 | 减仓 |
| XEL | XCEL ENERGY INC | $564.82万 | 0.10% | 71,100 | 1,300 | 1.9% | $10.33万 | 加仓 |
| MDT | MEDTRONIC PLC | $565.82万 | 0.10% | 65,300 | -200 | -0.3% | -$1.73万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $566.57万 | 0.10% | 57,200 | -500 | -0.9% | -$4.95万 | 减仓 |