13F 机构持仓

Louisiana State Employees Retirement System

BATON ROUGE LA · SEC CIK 0001537191

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$67.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.3%
AAPL 4.7%
MSFT 3.1%
AMZN 2.7%
GOOGL 2.3%
MU 2.2%
AVGO 2.0%
GOOG 1.9%
TSLA 1.6%
AMD 1.6%

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
LEN LENNAR CORP $99.54万0.01%11,000 00.0% — 不变
EL LAUDER ESTEE COS INC $99.48万0.01%12,600 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $99.28万0.01%214,900 -3,800-1.7% -$1.76万 减仓
ULTA ULTA BEAUTY INC $99.22万0.01%2,200 -100-4.3% -$4.51万 减仓
SHAK SHAKE SHACK INC $99.16万0.01%17,700 -200-1.1% -$1.12万 减仓
AVNT AVIENT CORPORATION $99.05万0.01%26,800 3001.1% $1.11万 加仓
BANR BANNER CORP $99.00万0.01%14,900 -200-1.3% -$1.33万 减仓
STZ CONSTELLATION BRANDS INC $98.75万0.01%7,100 -100-1.4% -$1.39万 减仓
PBH PRESTIGE CONSMR HEALTHCARE I $98.32万0.01%20,800 -200-1.0% -$9,454 减仓
INCY INCYTE CORP $97.49万0.01%8,600 1001.2% $1.13万 加仓
FBK FB FINL CORP $97.42万0.01%17,600 -300-1.7% -$1.66万 减仓
L LOEWS CORP $97.36万0.01%8,600 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $97.18万0.01%64,100 -700-1.1% -$1.06万 减仓
EFX EQUIFAX INC $96.82万0.01%6,100 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $96.63万0.01%5,400 1001.9% $1.79万 加仓
PEB PEBBLEBROOK HOTEL TR $96.47万0.01%49,700 -700-1.4% -$1.36万 减仓
OPCH OPTION CARE HEALTH INC $96.25万0.01%45,900 -100-0.2% -$2,097 减仓
ESS ESSEX PPTY TR INC $96.22万0.01%3,300 00.0% — 不变
PLUS EPLUS INC $95.71万0.01%11,500 -100-0.9% -$8,323 减仓
PBI PITNEY BOWES INC $95.66万0.01%54,600 -11,100-16.9% -$19.45万 减仓
BRO BROWN & BROWN INC $95.58万0.01%14,900 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP $95.42万0.01%44,800 -200-0.4% -$4,260 减仓
KWR QUAKER HOUGHTON $95.32万0.01%6,000 -100-1.6% -$1.59万 减仓
FTV FORTIVE CORP $95.30万0.01%15,600 -400-2.5% -$2.44万 减仓
SBAC SBA COMMUNICATIONS CORP $95.29万0.01%5,400 00.0% — 不变
GIS GENERAL MILLS INC $95.00万0.01%27,300 1000.4% $3,480 加仓
UTI UNIVERSAL TECHNICAL INST INC $94.95万0.01%22,200 22,200— $94.95万 新建仓
ARR ARMOUR RESIDENTIAL REIT INC $94.93万0.01%54,400 4,8009.7% $8.38万 加仓
CALX CALIX INC $94.79万0.01%25,400 -1,300-4.9% -$4.85万 减仓
HLNE HAMILTON LANE INC $94.60万0.01%12,000 2001.7% $1.58万 加仓
DD DUPONT DE NEMOURS INC $94.49万0.01%6,966 -13,934-66.7% -$189.00万 减仓
VTRS VIATRIS INC $94.49万0.01%59,500 8001.4% $1.27万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $93.73万0.01%24,200 -31,600-56.6% -$122.39万 减仓
BILL BILL HOLDINGS INC $93.65万0.01%25,900 4001.6% $1.45万 加仓
SHO SUNSTONE HOTEL INVS INC NEW $93.43万0.01%81,600 -2,600-3.1% -$2.98万 减仓
WT WISDOMTREE INC $93.34万0.01%55,100 4,1008.0% $6.95万 加仓
DLB DOLBY LABORATORIES INC $93.07万0.01%17,700 00.0% — 不变
CNS COHEN & STEERS INC $92.89万0.01%12,200 00.0% — 不变
DXPE DXP ENTERPRISES INC $92.81万0.01%5,500 -100-1.8% -$1.69万 减仓
— NATIONAL STORAGE AFFILIATES $92.50万0.01%20,800 3001.5% $1.33万 加仓
AIN ALBANY INTL CORP $92.38万0.01%12,400 -300-2.4% -$2.23万 减仓
HGV HILTON GRAND VACATIONS INC $92.17万0.01%17,600 2001.1% $1.05万 加仓
SPSC SPS COMM INC $92.04万0.01%16,100 -600-3.6% -$3.43万 减仓
PGNY PROGYNY INC $91.97万0.01%31,900 -3,700-10.4% -$10.67万 减仓
LII LENNOX INTL INC $91.67万0.01%1,600 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $91.54万0.01%86,600 1,0001.2% $1.06万 加仓
UNIT UNITI GROUP LLC $91.53万0.01%79,800 3000.4% $3,441 加仓
MBC MASTERBRAND INC $91.48万0.01%88,900 32,70058.2% $33.65万 加仓
HMN HORACE MANN EDUCATORS CORP N $91.42万0.01%17,700 -300-1.7% -$1.55万 减仓
CDW CDW CORP $91.42万0.01%6,500 -100-1.5% -$1.41万 减仓
TILE INTERFACE INC $91.03万0.01%25,400 -500-1.9% -$1.79万 减仓
OFG OFG BANCORP $90.78万0.01%18,500 -700-3.6% -$3.43万 减仓
NWN NORTHWEST NAT HLDG CO $90.27万0.01%18,400 00.0% — 不变
FCF FIRST COMWLTH FINL CORP PA $90.27万0.01%44,400 -1,100-2.4% -$2.24万 减仓
UFPT UFP TECHNOLOGIES INC $90.14万0.01%3,400 00.0% — 不变
IPAR INTERPARFUMS INC $89.49万0.01%8,000 -100-1.2% -$1.12万 减仓
SMG SCOTTS MIRACLE-GRO CO $89.22万0.01%13,100 1000.8% $6,811 加仓
MD PEDIATRIX MEDICAL GROUP INC $88.91万0.01%35,100 -2,200-5.9% -$5.57万 减仓
EZPW EZCORP INC $88.84万0.01%25,700 -300-1.2% -$1.04万 减仓
ASH ASHLAND INC $88.29万0.01%13,400 1000.8% $6,589 加仓
LMAT LEMAITRE VASCULAR INC $88.28万0.01%9,200 -100-1.1% -$9,596 减仓
WY WEYERHAEUSER CO $88.10万0.01%36,800 1000.3% $2,394 加仓
IPGP IPG PHOTONICS CORP $87.99万0.01%7,500 2002.7% $2.35万 加仓
IOSP INNOSPEC INC $87.90万0.01%10,800 -200-1.8% -$1.63万 减仓
GNRC GENERAC HLDGS INC $87.84万0.01%3,000 00.0% — 不变
STC STEWART INFORMATION SVCS COR $87.81万0.01%13,300 -100-0.7% -$6,602 减仓
ECPG ENCORE CAP GROUP INC $87.69万0.01%9,400 -500-5.1% -$4.66万 减仓
AKAM AKAMAI TECHNOLOGIES INC $87.48万0.01%7,400 1001.4% $1.18万 加仓
KIM KIMCO REALTY CORP $87.46万0.01%34,500 1000.3% $2,535 加仓
CENTA CENTRAL GARDEN & PET CO $87.23万0.01%22,500 -100-0.4% -$3,877 减仓
KSS KOHLS CORP $87.18万0.01%49,200 -600-1.2% -$1.06万 减仓
NBHC NATIONAL BK HLDGS CORP $87.08万0.01%19,600 -400-2.0% -$1.78万 减仓
DEI DOUGLAS EMMETT INC $86.61万0.01%73,400 -900-1.2% -$1.06万 减仓
GPN GLOBAL PMTS INC $86.35万0.01%11,900 -200-1.7% -$1.45万 减仓
ASTH ASTRANA HEALTH INC $86.32万0.01%18,600 -500-2.6% -$2.32万 减仓
IEX IDEX CORP $86.24万0.01%3,800 00.0% — 不变
LTC LTC PPTYS INC $86.13万0.01%22,400 1,3006.2% $5.00万 加仓
NEOG NEOGEN CORP $85.76万0.01%95,400 -1,100-1.1% -$9,889 减仓
CRVL CORVEL CORP $85.65万0.01%13,700 -100-0.7% -$6,252 减仓
CF CF INDUSTRIES HOLD $85.53万0.01%7,900 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $85.23万0.01%9,900 -200-2.0% -$1.72万 减仓
ADMA ADMA BIOLOGICS INC $85.04万0.01%101,600 -3,900-3.7% -$3.26万 减仓
BALL BALL CORP $84.86万0.01%13,600 -100-0.7% -$6,240 减仓
PRLB PROTO LABS INC $84.77万0.01%10,400 -100-1.0% -$8,151 减仓
TSCO TRACTOR SUPPLY CO $84.71万0.01%26,800 -100-0.4% -$3,161 减仓
PAYO PAYONEER GLOBAL INC $84.59万0.01%118,800 -9,200-7.2% -$6.55万 减仓
FDXF FEDEX FGHT HLDG CO INC $84.56万0.01%5,600 5,600— $84.56万 新建仓
SMCI SUPER MICRO COMPUTER INC $84.47万0.01%28,800 3,20012.5% $9.39万 加仓
ZD ZIFF DAVIS INC $84.32万0.01%16,100 -1,400-8.0% -$7.33万 减仓
INVH INVITATION HOMES INC $84.29万0.01%27,900 -800-2.8% -$2.42万 减仓
PK PARK HOTELS & RESORTS INC $83.93万0.01%58,900 9001.6% $1.28万 加仓
PLAB PHOTRONICS INC $83.93万0.01%25,800 -400-1.5% -$1.30万 减仓
MAS MASCO CORP $83.81万0.01%10,300 -100-1.0% -$8,137 减仓
FOUR SHIFT4 PMTS INC $83.66万0.01%17,200 -2,400-12.2% -$11.67万 减仓
EXPO EXPONENT INC $83.44万0.01%14,200 -300-2.1% -$1.76万 减仓
WLY WILEY JOHN & SONS INC $83.44万0.01%17,200 -700-3.9% -$3.40万 减仓
NEO NEOGENOMICS INC $83.31万0.01%57,100 -300-0.5% -$4,377 减仓
SRPT SAREPTA THERAPEUTICS INC $83.20万0.01%46,300 -200-0.4% -$3,594 减仓
NOG NORTHERN OIL & GAS INC $83.13万0.01%45,800 2,7006.3% $4.90万 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $82.96万0.01%11,600 -100-0.9% -$7,152 减仓