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 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $567.58万 | 0.10% | 14,400 | 600 | 4.3% | $23.65万 | 加仓 |
| — | ELECTRONIC ARTS INC | $568.80万 | 0.10% | 27,900 | -300 | -1.1% | -$6.12万 | 减仓 |
| MELI | MERCADOLIBRE INC | $570.58万 | 0.10% | 3,300 | -100 | -2.9% | -$17.29万 | 减仓 |
| MTZ | MASTEC INC | $572.70万 | 0.10% | 17,800 | 800 | 4.7% | $25.74万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $572.95万 | 0.10% | 6,400 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $573.11万 | 0.10% | 39,400 | 1,800 | 4.8% | $26.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $578.32万 | 0.10% | 17,600 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $578.77万 | 0.10% | 29,400 | -300 | -1.0% | -$5.91万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $581.95万 | 0.10% | 31,900 | -600 | -1.8% | -$10.95万 | 减仓 |
| EXC | EXELON CORP | $584.81万 | 0.10% | 119,300 | 100 | 0.1% | $4,902 | 加仓 |
| BURL | BURLINGTON STORES INC | $585.68万 | 0.10% | 18,000 | 800 | 4.7% | $26.03万 | 加仓 |
| USFD | US FOODS HLDG CORP | $589.22万 | 0.10% | 63,900 | 2,200 | 3.6% | $20.29万 | 加仓 |
| ADSK | AUTODESK INC | $591.32万 | 0.10% | 24,700 | -400 | -1.6% | -$9.58万 | 减仓 |
| PGR | PROGRESSIVE CORP | $592.74万 | 0.10% | 29,900 | -100 | -0.3% | -$1.98万 | 减仓 |
| RGLD | ROYAL GOLD INC | $598.05万 | 0.10% | 23,500 | 1,100 | 4.9% | $27.99万 | 加仓 |
| NEM | NEWMONT CORP | $601.87万 | 0.11% | 55,600 | -100 | -0.2% | -$1.08万 | 减仓 |
| CB | CHUBB LTD SWITZ | $602.97万 | 0.11% | 18,500 | -200 | -1.1% | -$6.52万 | 减仓 |
| DHR | DANAHER CORP DEL | $608.62万 | 0.11% | 32,100 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $619.20万 | 0.11% | 17,300 | 700 | 4.2% | $25.05万 | 加仓 |
| FAST | FASTENAL CO | $621.30万 | 0.11% | 133,900 | -1,500 | -1.1% | -$6.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $622.52万 | 0.11% | 10,300 | -100 | -1.0% | -$6.04万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $622.63万 | 0.11% | 31,400 | -300 | -0.9% | -$5.95万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $623.21万 | 0.11% | 5,700 | 100 | 1.8% | $10.93万 | 加仓 |
| ABNB | AIRBNB INC | $623.82万 | 0.11% | 49,400 | -700 | -1.4% | -$8.84万 | 减仓 |
| PLD | PROLOGIS INC. | $626.53万 | 0.11% | 47,400 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $629.55万 | 0.11% | 103,800 | -200 | -0.2% | -$1.21万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $645.82万 | 0.11% | 52,600 | -100 | -0.2% | -$1.23万 | 减仓 |
| FTNT | FORTINET INC | $660.30万 | 0.12% | 80,800 | -1,200 | -1.5% | -$9.81万 | 减仓 |
| XPO | XPO INC | $661.47万 | 0.12% | 34,000 | 1,500 | 4.6% | $29.18万 | 加仓 |
| SPGI | S&P GLOBAL INC | $663.53万 | 0.12% | 15,600 | -200 | -1.3% | -$8.51万 | 减仓 |
| LOW | LOWES COS INC | $675.76万 | 0.12% | 28,600 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $690.69万 | 0.12% | 46,000 | -300 | -0.6% | -$4.50万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $697.80万 | 0.12% | 106,600 | 4,300 | 4.2% | $28.15万 | 加仓 |
| WELL | WELLTOWER INC | $703.85万 | 0.12% | 35,600 | 500 | 1.4% | $9.89万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $703.91万 | 0.12% | 115,300 | -1,100 | -0.9% | -$6.72万 | 减仓 |
| PCAR | PACCAR INC | $708.01万 | 0.12% | 61,300 | -600 | -1.0% | -$6.93万 | 减仓 |
| ETN | EATON CORP PLC | $708.19万 | 0.12% | 19,800 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $711.67万 | 0.12% | 7,400 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $721.02万 | 0.13% | 12,800 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $728.80万 | 0.13% | 10,700 | 500 | 4.9% | $34.06万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $728.95万 | 0.13% | 100,600 | -1,200 | -1.2% | -$8.70万 | 减仓 |
| UNP | UNION PAC CORP | $732.71万 | 0.13% | 30,200 | -100 | -0.3% | -$2.43万 | 减仓 |
| CTAS | CINTAS CORP | $737.45万 | 0.13% | 43,600 | -700 | -1.6% | -$11.84万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $741.23万 | 0.13% | 12,500 | 600 | 5.0% | $35.58万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $754.55万 | 0.13% | 104,900 | -1,200 | -1.1% | -$8.63万 | 减仓 |
| ASML | ASML HLDG NV | $766.08万 | 0.13% | 5,800 | -100 | -1.7% | -$13.21万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $778.81万 | 0.14% | 10,700 | 400 | 3.9% | $29.11万 | 加仓 |
| APH | AMPHENOL CORP | $790.95万 | 0.14% | 62,600 | 100 | 0.2% | $1.26万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $794.14万 | 0.14% | 289,200 | -3,200 | -1.1% | -$8.79万 | 减仓 |
| BA | BOEING CO | $796.12万 | 0.14% | 40,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $799.77万 | 0.14% | 85,100 | -200 | -0.2% | -$1.88万 | 减仓 |
| FTI | TECHNIPFMC PLC | $810.89万 | 0.14% | 117,300 | 5,400 | 4.8% | $37.33万 | 加仓 |
| PFE | PFIZER INC | $813.76万 | 0.14% | 289,800 | -600 | -0.2% | -$1.68万 | 减仓 |
| ROST | ROSS STORES INC | $816.70万 | 0.14% | 37,700 | -700 | -1.8% | -$15.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $823.68万 | 0.14% | 62,400 | -700 | -1.1% | -$9.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $825.77万 | 0.14% | 27,300 | -100 | -0.4% | -$3.02万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $827.11万 | 0.14% | 63,100 | 100 | 0.2% | $1.31万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $861.72万 | 0.15% | 149,500 | -2,700 | -1.8% | -$15.56万 | 减仓 |
| DIS | DISNEY WALT CO | $870.31万 | 0.15% | 90,300 | -900 | -1.0% | -$8.67万 | 减仓 |
| SNPS | SYNOPSYS INC | $884.15万 | 0.15% | 22,300 | 400 | 1.8% | $15.86万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $889.18万 | 0.16% | 32,000 | -100 | -0.3% | -$2.78万 | 减仓 |
| CSX | CSX CORP | $890.78万 | 0.16% | 217,000 | -2,700 | -1.2% | -$11.08万 | 减仓 |
| CRM | SALESFORCE INC | $892.28万 | 0.16% | 47,800 | -800 | -1.6% | -$14.93万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $898.75万 | 0.16% | 186,000 | 144,000 | 342.9% | $695.81万 | 加仓 |
| TJX | TJX COS INC NEW | $903.90万 | 0.16% | 56,600 | -200 | -0.4% | -$3.19万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $904.64万 | 0.16% | 98,000 | -1,600 | -1.6% | -$14.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $909.66万 | 0.16% | 88,600 | -200 | -0.2% | -$2.05万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $919.44万 | 0.16% | 11,900 | -100 | -0.8% | -$7.73万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $935.42万 | 0.16% | 28,600 | -800 | -2.7% | -$26.17万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $938.82万 | 0.16% | 19,100 | -100 | -0.5% | -$4.92万 | 减仓 |
| SHOP | SHOPIFY INC | $954.89万 | 0.17% | 80,500 | -1,300 | -1.6% | -$15.42万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $954.95万 | 0.17% | 47,000 | -800 | -1.7% | -$16.25万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $955.81万 | 0.17% | 161,400 | 33,500 | 26.2% | $198.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $985.46万 | 0.17% | 106,100 | -300 | -0.3% | -$2.79万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $995.07万 | 0.17% | 25,400 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,008.81万 | 0.18% | 61,300 | -400 | -0.6% | -$6.58万 | 减仓 |
| C | CITIGROUP INC | $1,010.48万 | 0.18% | 89,100 | -2,300 | -2.5% | -$26.08万 | 减仓 |
| T | AT&T INC | $1,034.36万 | 0.18% | 356,800 | -5,300 | -1.5% | -$15.36万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,071.14万 | 0.19% | 39,600 | -800 | -2.0% | -$21.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,078.80万 | 0.19% | 214,900 | -500 | -0.2% | -$2.51万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,108.62万 | 0.19% | 39,700 | 2,800 | 7.6% | $78.19万 | 加仓 |
| MCD | MCDONALDS CORP | $1,128.17万 | 0.20% | 36,300 | -100 | -0.3% | -$3.11万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,147.81万 | 0.20% | 29,400 | -200 | -0.7% | -$7.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,153.78万 | 0.20% | 47,600 | -100 | -0.2% | -$2.42万 | 减仓 |
| ADBE | ADOBE INC | $1,159.49万 | 0.20% | 47,700 | -1,700 | -3.4% | -$41.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,190.65万 | 0.21% | 132,900 | -1,300 | -1.0% | -$11.65万 | 减仓 |
| GEV | GE VERNOVA INC | $1,195.87万 | 0.21% | 13,700 | -200 | -1.4% | -$17.46万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,201.80万 | 0.21% | 418,600 | -10,200 | -2.4% | -$29.28万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,250.13万 | 0.22% | 46,200 | -100 | -0.2% | -$2.71万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,254.65万 | 0.22% | 157,600 | -2,700 | -1.7% | -$21.49万 | 减仓 |
| ORCL | ORACLE CORP | $1,271.03万 | 0.22% | 86,400 | 500 | 0.6% | $7.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,294.36万 | 0.23% | 15,300 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1,311.15万 | 0.23% | 79,300 | -200 | -0.3% | -$3.31万 | 减仓 |
| RTX | RTX CORPORATION | $1,319.44万 | 0.23% | 68,400 | -100 | -0.1% | -$1.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,321.76万 | 0.23% | 29,600 | -400 | -1.3% | -$17.86万 | 减仓 |
| APP | APPLOVIN CORP | $1,353.20万 | 0.24% | 34,000 | -400 | -1.2% | -$15.92万 | 减仓 |
| INTU | INTUIT | $1,400.91万 | 0.25% | 32,400 | -400 | -1.2% | -$17.30万 | 减仓 |
| KO | COCA COLA CO | $1,500.47万 | 0.26% | 197,300 | -500 | -0.3% | -$3.80万 | 减仓 |
| GE | GE AEROSPACE | $1,515.33万 | 0.27% | 53,400 | -500 | -0.9% | -$14.19万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,519.83万 | 0.27% | 94,800 | 13,300 | 16.3% | $213.23万 | 加仓 |