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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $402.85万 | 0.06% | 11,700 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $403.26万 | 0.06% | 12,700 | -100 | -0.8% | -$3.18万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $405.13万 | 0.06% | 40,400 | 100 | 0.2% | $1.00万 | 加仓 |
| TRU | TRANSUNION | $406.87万 | 0.06% | 56,400 | 600 | 1.1% | $4.33万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $408.29万 | 0.06% | 19,200 | 100 | 0.5% | $2.13万 | 加仓 |
| CME | CME GROUP INC | $408.54万 | 0.06% | 18,500 | 100 | 0.5% | $2.21万 | 加仓 |
| EMR | EMERSON ELEC CO | $409.41万 | 0.06% | 28,600 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $410.01万 | 0.06% | 24,600 | -100 | -0.4% | -$1.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $410.65万 | 0.06% | 38,200 | 500 | 1.3% | $5.38万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $411.99万 | 0.06% | 46,500 | 500 | 1.1% | $4.43万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $413.89万 | 0.06% | 11,100 | 200 | 1.8% | $7.46万 | 加仓 |
| RPM | RPM INTL INC | $414.59万 | 0.06% | 37,300 | 200 | 0.5% | $2.22万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $415.29万 | 0.06% | 87,100 | 1,400 | 1.6% | $6.68万 | 加仓 |
| RMBS | RAMBUS INC DEL | $419.46万 | 0.06% | 31,600 | 400 | 1.3% | $5.31万 | 加仓 |
| WM | WASTE MGMT INC DEL | $421.24万 | 0.06% | 18,900 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $421.53万 | 0.06% | 13,600 | -100 | -0.7% | -$3.10万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $423.98万 | 0.06% | 230,300 | 15,600 | 7.3% | $28.72万 | 加仓 |
| OVV | OVINTIV INC | $424.36万 | 0.06% | 80,600 | 100 | 0.1% | $5,265 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $424.82万 | 0.06% | 16,000 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $425.06万 | 0.06% | 10,200 | 100 | 1.0% | $4.17万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $427.42万 | 0.06% | 11,500 | 100 | 0.9% | $3.72万 | 加仓 |
| CSL | CARLISLE COS INC | $428.05万 | 0.06% | 11,800 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $429.27万 | 0.06% | 11,100 | -100 | -0.9% | -$3.87万 | 减仓 |
| MMM | 3M CO | $432.30万 | 0.06% | 26,700 | -100 | -0.4% | -$1.62万 | 减仓 |
| CLH | CLEAN HARBORS INC | $433.19万 | 0.06% | 14,500 | -100 | -0.7% | -$2.99万 | 减仓 |
| ARMK | ARAMARK | $437.56万 | 0.06% | 76,900 | 700 | 0.9% | $3.98万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $437.74万 | 0.06% | 19,300 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $438.75万 | 0.07% | 29,900 | 400 | 1.4% | $5.87万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $439.57万 | 0.07% | 101,800 | -5,600 | -5.2% | -$24.18万 | 减仓 |
| SMTC | SEMTECH CORP | $440.23万 | 0.07% | 27,200 | -13,800 | -33.7% | -$223.35万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $443.38万 | 0.07% | 18,400 | 800 | 4.5% | $19.28万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $443.87万 | 0.07% | 44,000 | 400 | 0.9% | $4.04万 | 加仓 |
| DY | DYCOM INDS INC | $444.92万 | 0.07% | 8,800 | 100 | 1.1% | $5.06万 | 加仓 |
| BX | BLACKSTONE INC | $447.15万 | 0.07% | 38,000 | -200 | -0.5% | -$2.35万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $455.86万 | 0.07% | 31,200 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $456.36万 | 0.07% | 27,700 | 200 | 0.7% | $3.29万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $460.51万 | 0.07% | 13,000 | 100 | 0.8% | $3.54万 | 加仓 |
| MCK | MCKESSON CORP | $460.92万 | 0.07% | 6,100 | -100 | -1.6% | -$7.56万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $462.24万 | 0.07% | 73,500 | 300 | 0.4% | $1.89万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $464.47万 | 0.07% | 19,500 | 200 | 1.0% | $4.76万 | 加仓 |
| WMB | WILLIAMS COS INC | $464.62万 | 0.07% | 62,500 | 300 | 0.5% | $2.23万 | 加仓 |
| WPC | WP CAREY INC | $466.18万 | 0.07% | 65,200 | 1,700 | 2.7% | $12.15万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $466.79万 | 0.07% | 131,900 | 1,200 | 0.9% | $4.25万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $471.44万 | 0.07% | 25,200 | -300 | -1.2% | -$5.61万 | 减仓 |
| MXL | MAXLINEAR INC | $472.43万 | 0.07% | 36,900 | 900 | 2.5% | $11.52万 | 加仓 |
| ADSK | AUTODESK INC | $474.38万 | 0.07% | 24,400 | -300 | -1.2% | -$5.83万 | 减仓 |
| RGLD | ROYAL GOLD INC | $475.07万 | 0.07% | 23,800 | 300 | 1.3% | $5.99万 | 加仓 |
| APG | API GROUP CORP | $477.71万 | 0.07% | 112,800 | 1,500 | 1.3% | $6.35万 | 加仓 |
| USB | US BANCORP | $478.97万 | 0.07% | 79,300 | 100 | 0.1% | $6,040 | 加仓 |
| IDXX | IDEXX LABS INC | $479.06万 | 0.07% | 9,100 | -200 | -2.2% | -$10.53万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $479.40万 | 0.07% | 214,400 | 6,100 | 2.9% | $13.64万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $479.41万 | 0.07% | 100,400 | -500 | -0.5% | -$2.39万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $482.94万 | 0.07% | 61,600 | 700 | 1.1% | $5.49万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $483.30万 | 0.07% | 69,300 | 10,600 | 18.1% | $73.92万 | 加仓 |
| SITM | SITIME CORP | $484.61万 | 0.07% | 6,500 | 100 | 1.6% | $7.46万 | 加仓 |
| AGX | ARGAN INC | $487.12万 | 0.07% | 6,100 | -100 | -1.6% | -$7.99万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $492.18万 | 0.07% | 28,000 | -400 | -1.4% | -$7.03万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $493.85万 | 0.07% | 22,800 | -300 | -1.3% | -$6.50万 | 减仓 |
| WCC | WESCO INTL INC | $493.96万 | 0.07% | 14,300 | 200 | 1.4% | $6.91万 | 加仓 |
| CDE | COEUR MNG INC | $494.01万 | 0.07% | 302,700 | 302,700 | — | $494.01万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $495.49万 | 0.07% | 29,400 | 300 | 1.0% | $5.06万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $503.79万 | 0.07% | 39,800 | 200 | 0.5% | $2.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $504.75万 | 0.07% | 20,500 | -100 | -0.5% | -$2.46万 | 减仓 |
| CMI | CUMMINS INC | $506.38万 | 0.08% | 7,100 | 100 | 1.4% | $7.13万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $507.58万 | 0.08% | 35,100 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $509.96万 | 0.08% | 54,600 | -1,000 | -1.8% | -$9.34万 | 减仓 |
| TLN | TALEN ENERGY CORP | $511.07万 | 0.08% | 13,300 | 100 | 0.8% | $3.84万 | 加仓 |
| MDT | MEDTRONIC PLC | $513.19万 | 0.08% | 65,600 | 300 | 0.5% | $2.35万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $513.86万 | 0.08% | 157,000 | -1,500 | -0.9% | -$4.91万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $514.23万 | 0.08% | 46,000 | 400 | 0.9% | $4.47万 | 加仓 |
| NXT | NEXTPOWER INC | $517.07万 | 0.08% | 43,400 | 300 | 0.7% | $3.57万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $517.65万 | 0.08% | 40,100 | 200 | 0.5% | $2.58万 | 加仓 |
| ITT | ITT INC | $518.13万 | 0.08% | 26,200 | 1,300 | 5.2% | $25.71万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $519.96万 | 0.08% | 20,800 | -300 | -1.4% | -$7.50万 | 减仓 |
| EQIX | EQUINIX INC | $521.20万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $521.37万 | 0.08% | 9,300 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $521.44万 | 0.08% | 22,800 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $521.66万 | 0.08% | 26,800 | 300 | 1.1% | $5.84万 | 加仓 |
| NOW | SERVICENOW INC | $523.21万 | 0.08% | 52,700 | -600 | -1.1% | -$5.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $529.84万 | 0.08% | 10,400 | 100 | 1.0% | $5.09万 | 加仓 |
| ROKU | ROKU INC | $530.46万 | 0.08% | 38,400 | 38,400 | — | $530.46万 | 新建仓 |
| ALAB | ASTERA LABS INC | $531.32万 | 0.08% | 11,000 | 11,000 | — | $531.32万 | 新建仓 |
| VSAT | VIASAT INC | $534.37万 | 0.08% | 59,500 | -700 | -1.2% | -$6.29万 | 减仓 |
| FORM | FORMFACTOR INC | $546.96万 | 0.08% | 34,200 | -200 | -0.6% | -$3.20万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $548.47万 | 0.08% | 20,400 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $550.58万 | 0.08% | 118,100 | -1,200 | -1.0% | -$5.59万 | 减仓 |
| SO | SOUTHERN CO | $551.29万 | 0.08% | 57,600 | 1,500 | 2.7% | $14.36万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $552.54万 | 0.08% | 14,600 | 200 | 1.4% | $7.57万 | 加仓 |
| SYK | STRYKER CORPORATION | $554.12万 | 0.08% | 17,600 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $554.43万 | 0.08% | 7,700 | 100 | 1.3% | $7.20万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $555.01万 | 0.08% | 11,300 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $556.66万 | 0.08% | 14,900 | -300 | -2.0% | -$11.21万 | 减仓 |
| MELI | MERCADOLIBRE INC | $560.14万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $565.91万 | 0.08% | 27,600 | -300 | -1.1% | -$6.15万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $568.54万 | 0.08% | 30,400 | 400 | 1.3% | $7.48万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $570.91万 | 0.08% | 62,600 | -500 | -0.8% | -$4.56万 | 减仓 |
| XEL | XCEL ENERGY INC | $578.16万 | 0.09% | 72,000 | 900 | 1.3% | $7.23万 | 加仓 |
| BURL | BURLINGTON STORES INC | $582.91万 | 0.09% | 18,400 | 400 | 2.2% | $12.67万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $585.47万 | 0.09% | 21,900 | 200 | 0.9% | $5.35万 | 加仓 |
| FN | FABRINET | $590.18万 | 0.09% | 10,500 | 100 | 1.0% | $5.62万 | 加仓 |