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 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | $592.54万 | 0.09% | 9,200 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $601.55万 | 0.09% | 104,400 | 600 | 0.6% | $3.46万 | 加仓 |
| DHR | DANAHER CORP DEL | $613.35万 | 0.09% | 32,200 | 100 | 0.3% | $1.90万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $613.37万 | 0.09% | 40,100 | 400 | 1.0% | $6.12万 | 加仓 |
| MO | ALTRIA GROUP INC | $613.73万 | 0.09% | 85,300 | -200 | -0.2% | -$1.44万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $626.00万 | 0.09% | 6,400 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $626.96万 | 0.09% | 18,400 | -100 | -0.5% | -$3.41万 | 减仓 |
| LOW | LOWES COS INC | $630.60万 | 0.09% | 28,600 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $631.25万 | 0.09% | 15,500 | -100 | -0.6% | -$4.07万 | 减仓 |
| RBA | RB GLOBAL INC | $634.65万 | 0.09% | 54,500 | 700 | 1.3% | $8.15万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $635.48万 | 0.09% | 114,500 | -800 | -0.7% | -$4.44万 | 减仓 |
| FAST | FASTENAL CO | $636.40万 | 0.09% | 132,500 | -1,400 | -1.0% | -$6.72万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $637.97万 | 0.09% | 31,800 | -100 | -0.3% | -$2.01万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $638.56万 | 0.09% | 14,800 | -300 | -2.0% | -$12.94万 | 减仓 |
| PLD | PROLOGIS INC. | $644.84万 | 0.10% | 47,600 | 200 | 0.4% | $2.71万 | 加仓 |
| COP | CONOCOPHILLIPS | $647.67万 | 0.10% | 62,300 | -100 | -0.2% | -$1.04万 | 减仓 |
| PGR | PROGRESSIVE CORP | $653.17万 | 0.10% | 29,900 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $654.84万 | 0.10% | 41,800 | -6,000 | -12.6% | -$94.00万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $656.25万 | 0.10% | 19,600 | 100 | 0.5% | $3.35万 | 加仓 |
| USFD | US FOODS HLDG CORP | $658.49万 | 0.10% | 64,400 | 500 | 0.8% | $5.11万 | 加仓 |
| OKTA | OKTA INC | $669.97万 | 0.10% | 49,100 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $671.87万 | 0.10% | 12,400 | -100 | -0.8% | -$5.42万 | 减仓 |
| CVS | CVS HEALTH CORP | $674.49万 | 0.10% | 65,200 | 400 | 0.6% | $4.14万 | 加仓 |
| ABNB | AIRBNB INC | $691.17万 | 0.10% | 48,300 | -1,100 | -2.2% | -$15.74万 | 减仓 |
| PFE | PFIZER INC | $701.45万 | 0.10% | 291,300 | 1,500 | 0.5% | $3.61万 | 加仓 |
| XPO | XPO INC | $706.20万 | 0.10% | 34,400 | 400 | 1.2% | $8.21万 | 加仓 |
| BLK | BLACKROCK INC | $711.55万 | 0.11% | 7,400 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $727.23万 | 0.11% | 92,300 | 1,400 | 1.5% | $11.03万 | 加仓 |
| PCAR | PACCAR INC | $729.13万 | 0.11% | 60,700 | -600 | -1.0% | -$7.21万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $729.54万 | 0.11% | 11,700 | -200 | -1.7% | -$12.47万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $730.31万 | 0.11% | 19,200 | 500 | 2.7% | $19.02万 | 加仓 |
| CTAS | CINTAS CORP | $733.04万 | 0.11% | 43,100 | -500 | -1.1% | -$8.50万 | 减仓 |
| T | AT&T INC | $735.06万 | 0.11% | 355,100 | -1,700 | -0.5% | -$3.52万 | 减仓 |
| WWD | WOODWARD INC | $740.27万 | 0.11% | 17,400 | 100 | 0.6% | $4.25万 | 加仓 |
| MTZ | MASTEC INC | $748.91万 | 0.11% | 18,000 | 200 | 1.1% | $8.32万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $750.46万 | 0.11% | 104,000 | -900 | -0.9% | -$6.49万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $755.42万 | 0.11% | 9,000 | 100 | 1.1% | $8.39万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $767.54万 | 0.11% | 287,900 | -1,300 | -0.4% | -$3.47万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $770.45万 | 0.11% | 83,500 | -1,600 | -1.9% | -$14.76万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $772.25万 | 0.11% | 9,000 | 5,400 | 150.0% | $463.35万 | 加仓 |
| FTI | TECHNIPFMC PLC | $773.72万 | 0.11% | 116,700 | -600 | -0.5% | -$3.98万 | 减仓 |
| ILMN | ILLUMINA INC | $778.93万 | 0.12% | 44,300 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $786.43万 | 0.12% | 39,900 | 500 | 1.3% | $9.86万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $787.95万 | 0.12% | 5,700 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $791.80万 | 0.12% | 37,200 | -500 | -1.3% | -$10.64万 | 减仓 |
| ENTG | ENTEGRIS INC | $802.18万 | 0.12% | 44,600 | 500 | 1.1% | $8.99万 | 加仓 |
| NVT | NVENT ELEC PLC | $802.26万 | 0.12% | 47,300 | 500 | 1.1% | $8.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $807.59万 | 0.12% | 89,000 | 400 | 0.5% | $3.63万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $808.05万 | 0.12% | 36,550 | 36,550 | — | $808.05万 | 新建仓 |
| DE | DEERE & CO | $811.94万 | 0.12% | 12,800 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $817.80万 | 0.12% | 29,100 | -300 | -1.0% | -$8.43万 | 减仓 |
| HON | HONEYWELL INTL INC | $818.35万 | 0.12% | 36,550 | -37,650 | -50.7% | -$842.98万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $818.38万 | 0.12% | 10,800 | 100 | 0.9% | $7.58万 | 加仓 |
| WELL | WELLTOWER INC | $819.36万 | 0.12% | 36,100 | 500 | 1.4% | $11.35万 | 加仓 |
| UNP | UNION PAC CORP | $824.16万 | 0.12% | 30,300 | 100 | 0.3% | $2.72万 | 加仓 |
| INTU | INTUIT | $827.37万 | 0.12% | 31,700 | -700 | -2.2% | -$18.27万 | 减仓 |
| DASH | DOORDASH INC | $843.30万 | 0.13% | 45,700 | -300 | -0.7% | -$5.54万 | 减仓 |
| ETN | EATON CORP PLC | $843.72万 | 0.13% | 19,800 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $853.74万 | 0.13% | 88,700 | -1,600 | -1.8% | -$15.40万 | 减仓 |
| TJX | TJX COS INC NEW | $855.98万 | 0.13% | 56,500 | -100 | -0.2% | -$1.51万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $856.61万 | 0.13% | 148,100 | -1,400 | -0.9% | -$8.10万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $859.17万 | 0.13% | 62,800 | -300 | -0.5% | -$4.10万 | 减仓 |
| BA | BOEING CO | $872.37万 | 0.13% | 40,300 | 300 | 0.8% | $6.49万 | 加仓 |
| TER | TERADYNE INC | $875.75万 | 0.13% | 18,100 | 10,100 | 126.2% | $488.68万 | 加仓 |
| MKSI | MKS INC. | $880.70万 | 0.13% | 19,800 | 300 | 1.5% | $13.34万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $881.30万 | 0.13% | 95,700 | -2,300 | -2.3% | -$21.18万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $894.42万 | 0.13% | 14,500 | 100 | 0.7% | $6.17万 | 加仓 |
| SHOP | SHOPIFY INC | $895.17万 | 0.13% | 78,400 | -2,100 | -2.6% | -$23.98万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $896.97万 | 0.13% | 52,800 | 200 | 0.4% | $3.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $903.54万 | 0.13% | 213,400 | -1,500 | -0.7% | -$6.35万 | 减仓 |
| TWLO | TWILIO INC | $916.11万 | 0.14% | 44,400 | 400 | 0.9% | $8.25万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $920.04万 | 0.14% | 27,200 | -100 | -0.4% | -$3.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $935.63万 | 0.14% | 106,600 | 500 | 0.5% | $4.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $952.58万 | 0.14% | 19,000 | -100 | -0.5% | -$5.01万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $955.43万 | 0.14% | 99,400 | -1,200 | -1.2% | -$11.53万 | 减仓 |
| ADBE | ADOBE INC | $957.44万 | 0.14% | 46,700 | -1,000 | -2.1% | -$20.50万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $967.98万 | 0.14% | 27,300 | 18,100 | 196.7% | $641.77万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $981.06万 | 0.15% | 39,500 | -200 | -0.5% | -$4.97万 | 减仓 |
| MCD | MCDONALDS CORP | $981.23万 | 0.15% | 36,300 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $985.81万 | 0.15% | 22,100 | -200 | -0.9% | -$8.92万 | 减仓 |
| DDOG | DATADOG INC | $994.58万 | 0.15% | 38,200 | -100 | -0.3% | -$2.60万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,009.50万 | 0.15% | 411,200 | -7,400 | -1.8% | -$18.17万 | 减仓 |
| CSX | CSX CORP | $1,019.52万 | 0.15% | 214,500 | -2,500 | -1.2% | -$11.88万 | 减仓 |
| GLW | CORNING INC | $1,021.72万 | 0.15% | 40,000 | 200 | 0.5% | $5.11万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,032.41万 | 0.15% | 46,100 | -900 | -1.9% | -$20.16万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,045.06万 | 0.16% | 28,200 | -400 | -1.4% | -$14.82万 | 减仓 |
| APH | AMPHENOL CORP | $1,109.05万 | 0.16% | 62,900 | 300 | 0.5% | $5.29万 | 加仓 |
| ASML | ASML HLDG NV | $1,173.77万 | 0.17% | 5,900 | 100 | 1.7% | $19.89万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,193.52万 | 0.18% | 31,800 | -200 | -0.6% | -$7.51万 | 减仓 |
| FTNT | FORTINET INC | $1,212.06万 | 0.18% | 78,900 | -1,900 | -2.4% | -$29.19万 | 减仓 |
| C | CITIGROUP INC | $1,220.45万 | 0.18% | 87,200 | -1,900 | -2.1% | -$26.59万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,237.02万 | 0.18% | 183,100 | 21,700 | 13.4% | $146.61万 | 加仓 |
| ORCL | ORACLE CORP | $1,270.59万 | 0.19% | 86,700 | 300 | 0.3% | $4.40万 | 加仓 |
| MS | MORGAN STANLEY | $1,281.42万 | 0.19% | 61,300 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1,292.49万 | 0.19% | 156,400 | -1,200 | -0.8% | -$9.92万 | 减仓 |
| RTX | RTX CORPORATION | $1,305.34万 | 0.19% | 68,800 | 400 | 0.6% | $7.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,343.80万 | 0.20% | 131,500 | -1,400 | -1.1% | -$14.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,349.81万 | 0.20% | 48,000 | 400 | 0.8% | $11.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,440.04万 | 0.21% | 79,600 | 300 | 0.4% | $5.43万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,455.42万 | 0.22% | 29,300 | -300 | -1.0% | -$14.90万 | 减仓 |