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 |
|---|---|---|---|---|---|---|---|---|
| CASY | CASEYS GEN STORES INC | $778.81万 | 0.14% | 10,700 | 400 | 3.9% | $29.11万 | 加仓 |
| ASML | ASML HLDG NV | $766.08万 | 0.13% | 5,800 | -100 | -1.7% | -$13.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $754.55万 | 0.13% | 104,900 | -1,200 | -1.1% | -$8.63万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $741.23万 | 0.13% | 12,500 | 600 | 5.0% | $35.58万 | 加仓 |
| CTAS | CINTAS CORP | $737.45万 | 0.13% | 43,600 | -700 | -1.6% | -$11.84万 | 减仓 |
| UNP | UNION PAC CORP | $732.71万 | 0.13% | 30,200 | -100 | -0.3% | -$2.43万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $728.95万 | 0.13% | 100,600 | -1,200 | -1.2% | -$8.70万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $728.80万 | 0.13% | 10,700 | 500 | 4.9% | $34.06万 | 加仓 |
| DE | DEERE & CO | $721.02万 | 0.13% | 12,800 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $711.67万 | 0.12% | 7,400 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $708.19万 | 0.12% | 19,800 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $708.01万 | 0.12% | 61,300 | -600 | -1.0% | -$6.93万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $703.91万 | 0.12% | 115,300 | -1,100 | -0.9% | -$6.72万 | 减仓 |
| WELL | WELLTOWER INC | $703.85万 | 0.12% | 35,600 | 500 | 1.4% | $9.89万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $697.80万 | 0.12% | 106,600 | 4,300 | 4.2% | $28.15万 | 加仓 |
| DASH | DOORDASH INC | $690.69万 | 0.12% | 46,000 | -300 | -0.6% | -$4.50万 | 减仓 |
| LOW | LOWES COS INC | $675.76万 | 0.12% | 28,600 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $663.53万 | 0.12% | 15,600 | -200 | -1.3% | -$8.51万 | 减仓 |
| XPO | XPO INC | $661.47万 | 0.12% | 34,000 | 1,500 | 4.6% | $29.18万 | 加仓 |
| FTNT | FORTINET INC | $660.30万 | 0.12% | 80,800 | -1,200 | -1.5% | -$9.81万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $645.82万 | 0.11% | 52,600 | -100 | -0.2% | -$1.23万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $629.55万 | 0.11% | 103,800 | -200 | -0.2% | -$1.21万 | 减仓 |
| PLD | PROLOGIS INC. | $626.53万 | 0.11% | 47,400 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $623.82万 | 0.11% | 49,400 | -700 | -1.4% | -$8.84万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $623.21万 | 0.11% | 5,700 | 100 | 1.8% | $10.93万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $622.63万 | 0.11% | 31,400 | -300 | -0.9% | -$5.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $622.52万 | 0.11% | 10,300 | -100 | -1.0% | -$6.04万 | 减仓 |
| FAST | FASTENAL CO | $621.30万 | 0.11% | 133,900 | -1,500 | -1.1% | -$6.96万 | 减仓 |
| WWD | WOODWARD INC | $619.20万 | 0.11% | 17,300 | 700 | 4.2% | $25.05万 | 加仓 |
| DHR | DANAHER CORP DEL | $608.62万 | 0.11% | 32,100 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $602.97万 | 0.11% | 18,500 | -200 | -1.1% | -$6.52万 | 减仓 |
| NEM | NEWMONT CORP | $601.87万 | 0.11% | 55,600 | -100 | -0.2% | -$1.08万 | 减仓 |
| RGLD | ROYAL GOLD INC | $598.05万 | 0.10% | 23,500 | 1,100 | 4.9% | $27.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $592.74万 | 0.10% | 29,900 | -100 | -0.3% | -$1.98万 | 减仓 |
| ADSK | AUTODESK INC | $591.32万 | 0.10% | 24,700 | -400 | -1.6% | -$9.58万 | 减仓 |
| USFD | US FOODS HLDG CORP | $589.22万 | 0.10% | 63,900 | 2,200 | 3.6% | $20.29万 | 加仓 |
| BURL | BURLINGTON STORES INC | $585.68万 | 0.10% | 18,000 | 800 | 4.7% | $26.03万 | 加仓 |
| EXC | EXELON CORP | $584.81万 | 0.10% | 119,300 | 100 | 0.1% | $4,902 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $581.95万 | 0.10% | 31,900 | -600 | -1.8% | -$10.95万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $578.77万 | 0.10% | 29,400 | -300 | -1.0% | -$5.91万 | 减仓 |
| SYK | STRYKER CORPORATION | $578.32万 | 0.10% | 17,600 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $573.11万 | 0.10% | 39,400 | 1,800 | 4.8% | $26.18万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $572.95万 | 0.10% | 6,400 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $572.70万 | 0.10% | 17,800 | 800 | 4.7% | $25.74万 | 加仓 |
| MELI | MERCADOLIBRE INC | $570.58万 | 0.10% | 3,300 | -100 | -2.9% | -$17.29万 | 减仓 |
| — | ELECTRONIC ARTS INC | $568.80万 | 0.10% | 27,900 | -300 | -1.1% | -$6.12万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $567.58万 | 0.10% | 14,400 | 600 | 4.3% | $23.65万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $566.57万 | 0.10% | 57,200 | -500 | -0.9% | -$4.95万 | 减仓 |
| MDT | MEDTRONIC PLC | $565.82万 | 0.10% | 65,300 | -200 | -0.3% | -$1.73万 | 减仓 |
| XEL | XCEL ENERGY INC | $564.82万 | 0.10% | 71,100 | 1,300 | 1.9% | $10.33万 | 加仓 |
| MO | ALTRIA GROUP INC | $564.21万 | 0.10% | 85,500 | -200 | -0.2% | -$1.32万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $561.72万 | 0.10% | 28,400 | -300 | -1.0% | -$5.93万 | 减仓 |
| NOW | SERVICENOW INC | $557.25万 | 0.10% | 53,300 | 300 | 0.6% | $3.14万 | 加仓 |
| TWLO | TWILIO INC | $553.61万 | 0.10% | 44,000 | 2,000 | 4.8% | $25.16万 | 加仓 |
| NVT | NVENT ELEC PLC | $553.55万 | 0.10% | 46,800 | 2,200 | 4.9% | $26.02万 | 加仓 |
| ILMN | ILLUMINA INC | $546.04万 | 0.10% | 44,300 | 2,000 | 4.7% | $24.65万 | 加仓 |
| CME | CME GROUP INC | $543.44万 | 0.10% | 18,400 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $542.38万 | 0.10% | 10,400 | 500 | 5.1% | $26.08万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $541.90万 | 0.09% | 26,500 | 1,200 | 4.7% | $24.54万 | 加仓 |
| SO | SOUTHERN CO | $541.48万 | 0.09% | 56,100 | -100 | -0.2% | -$9,652 | 减仓 |
| GLW | CORNING INC | $541.16万 | 0.09% | 39,800 | -100 | -0.3% | -$1.36万 | 减仓 |
| P | EVERPURE INC | $536.67万 | 0.09% | 90,900 | 4,500 | 5.2% | $26.57万 | 加仓 |
| MCK | MCKESSON CORP | $536.52万 | 0.09% | 6,200 | -100 | -1.6% | -$8.65万 | 减仓 |
| IDXX | IDEXX LABS INC | $522.56万 | 0.09% | 9,300 | -100 | -1.1% | -$5.62万 | 减仓 |
| NXT | NEXTPOWER INC | $519.57万 | 0.09% | 43,100 | 2,000 | 4.9% | $24.11万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $518.52万 | 0.09% | 39,600 | -100 | -0.3% | -$1.31万 | 减仓 |
| ENTG | ENTEGRIS INC | $517.03万 | 0.09% | 44,100 | 2,200 | 5.3% | $25.79万 | 加仓 |
| RBA | RB GLOBAL INC | $515.67万 | 0.09% | 53,800 | 2,400 | 4.7% | $23.00万 | 加仓 |
| RBC | RBC BEARINGS INC | $499.67万 | 0.09% | 9,200 | 500 | 5.7% | $27.16万 | 加仓 |
| AA | ALCOA CORP | $498.14万 | 0.09% | 75,100 | 3,400 | 4.7% | $22.55万 | 加仓 |
| EQIX | EQUINIX INC | $490.12万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $488.63万 | 0.09% | 19,500 | 19,500 | — | $488.63万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $485.77万 | 0.09% | 107,400 | -3,000 | -2.7% | -$13.57万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $481.21万 | 0.08% | 25,500 | 1,200 | 4.9% | $22.65万 | 加仓 |
| OVV | OVINTIV INC | $477.85万 | 0.08% | 80,500 | 10,400 | 14.8% | $61.73万 | 加仓 |
| SNDK | SANDISK CORP | $476.50万 | 0.08% | 7,500 | 400 | 5.6% | $25.41万 | 加仓 |
| ITT | ITT INC | $474.42万 | 0.08% | 24,900 | 1,100 | 4.6% | $20.96万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $474.39万 | 0.08% | 75,600 | -100 | -0.1% | -$6,275 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $470.92万 | 0.08% | 11,300 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $470.14万 | 0.08% | 20,400 | -100 | -0.5% | -$2.30万 | 减仓 |
| CVS | CVS HEALTH CORP | $465.39万 | 0.08% | 64,800 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $463.92万 | 0.08% | 6,800 | -100 | -1.4% | -$6.82万 | 减仓 |
| RS | RELIANCE INC | $461.96万 | 0.08% | 15,200 | 700 | 4.8% | $21.27万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $457.74万 | 0.08% | 214,700 | 22,600 | 11.8% | $48.18万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $454.54万 | 0.08% | 28,900 | -200 | -0.7% | -$3.15万 | 减仓 |
| WMB | WILLIAMS COS INC | $452.69万 | 0.08% | 62,200 | -200 | -0.3% | -$1.46万 | 减仓 |
| DDOG | DATADOG INC | $452.13万 | 0.08% | 38,300 | -100 | -0.3% | -$1.18万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $451.37万 | 0.08% | 23,100 | -300 | -1.3% | -$5.86万 | 减仓 |
| APG | API GROUP CORP | $450.99万 | 0.08% | 111,300 | 8,900 | 8.7% | $36.06万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $450.17万 | 0.08% | 60,900 | 2,800 | 4.8% | $20.70万 | 加仓 |
| PDD | PDD HOLDINGS INC | $448.57万 | 0.08% | 43,900 | -800 | -1.8% | -$8.17万 | 减仓 |
| MKSI | MKS INC. | $448.13万 | 0.08% | 19,500 | 900 | 4.8% | $20.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $442.75万 | 0.08% | 12,900 | -100 | -0.8% | -$3.43万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $440.55万 | 0.08% | 208,300 | 19,300 | 10.2% | $40.82万 | 加仓 |
| BX | BLACKSTONE INC | $439.26万 | 0.08% | 38,200 | 500 | 1.3% | $5.75万 | 加仓 |
| WM | WASTE MGMT INC DEL | $434.30万 | 0.08% | 18,900 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $431.71万 | 0.08% | 12,200 | -500 | -3.9% | -$17.69万 | 减仓 |
| WPC | WP CAREY INC | $431.55万 | 0.08% | 63,500 | 2,900 | 4.8% | $19.71万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $430.27万 | 0.08% | 73,200 | -100 | -0.1% | -$5,878 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $428.67万 | 0.08% | 20,600 | 600 | 3.0% | $12.49万 | 加仓 |