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 |
|---|---|---|---|---|---|---|---|---|
| LNC | LINCOLN NATL CORP IND | $266.25万 | 0.05% | 75,000 | -2,400 | -3.1% | -$8.52万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $265.53万 | 0.05% | 28,700 | 900 | 3.2% | $8.33万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $265.15万 | 0.05% | 10,000 | -400 | -3.8% | -$10.61万 | 减仓 |
| TTC | TORO CO | $264.44万 | 0.05% | 28,300 | 1,200 | 4.4% | $11.21万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $264.07万 | 0.05% | 23,700 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $263.84万 | 0.05% | 94,500 | 4,300 | 4.8% | $12.01万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $263.74万 | 0.05% | 21,700 | 19,200 | 768.0% | $233.36万 | 加仓 |
| ORI | OLD REP INTL CORP | $263.34万 | 0.05% | 66,000 | 3,000 | 4.8% | $11.97万 | 加仓 |
| — | THOMSON REUTERS CORP | $262.74万 | 0.05% | 29,200 | -600 | -2.0% | -$5.40万 | 减仓 |
| ADC | AGREE RLTY CORP | $261.57万 | 0.05% | 34,700 | 3,000 | 9.5% | $22.61万 | 加仓 |
| KMX | CARMAX INC | $261.54万 | 0.05% | 62,900 | -4,400 | -6.5% | -$18.30万 | 减仓 |
| AFL | AFLAC INC | $261.11万 | 0.05% | 23,800 | -300 | -1.2% | -$3.29万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $260.77万 | 0.05% | 30,400 | -1,000 | -3.2% | -$8.58万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $260.32万 | 0.05% | 61,600 | 54,500 | 767.6% | $230.32万 | 加仓 |
| ETR | ENTERGY CORP NEW | $259.55万 | 0.05% | 23,100 | 300 | 1.3% | $3.37万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $259.33万 | 0.05% | 27,600 | 2,600 | 10.4% | $24.43万 | 加仓 |
| ALKS | ALKERMES PLC | $258.84万 | 0.05% | 73,200 | -2,400 | -3.2% | -$8.49万 | 减仓 |
| OC | OWENS CORNING NEW | $257.56万 | 0.05% | 23,800 | 1,100 | 4.8% | $11.90万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $257.43万 | 0.05% | 27,900 | -1,000 | -3.5% | -$9.23万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $257.12万 | 0.05% | 8,000 | -200 | -2.4% | -$6.43万 | 减仓 |
| MSTR | STRATEGY INC | $257.09万 | 0.05% | 20,600 | 2,700 | 15.1% | $33.70万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $256.70万 | 0.04% | 20,100 | 900 | 4.7% | $11.49万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $256.03万 | 0.04% | 88,900 | 4,200 | 5.0% | $12.10万 | 加仓 |
| — | GATES INDL CORP PLC | $254.59万 | 0.04% | 112,600 | -5,700 | -4.8% | -$12.89万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $254.56万 | 0.04% | 40,600 | -22,700 | -35.9% | -$142.33万 | 减仓 |
| ZTS | ZOETIS INC | $254.15万 | 0.04% | 21,500 | -1,000 | -4.4% | -$11.82万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $253.57万 | 0.04% | 12,000 | -100 | -0.8% | -$2.11万 | 减仓 |
| VNOM | VIPER ENERGY INC | $253.28万 | 0.04% | 53,900 | 7,300 | 15.7% | $34.30万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $253.19万 | 0.04% | 80,200 | -3,700 | -4.4% | -$11.68万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $252.99万 | 0.04% | 3,600 | -16,000 | -81.6% | -$1,124.42万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $250.86万 | 0.04% | 18,300 | 600 | 3.4% | $8.22万 | 加仓 |
| AME | AMETEK INC | $250.80万 | 0.04% | 11,700 | -100 | -0.8% | -$2.14万 | 减仓 |
| SNEX | STONEX GROUP INC | $250.42万 | 0.04% | 31,050 | 9,750 | 45.8% | $78.63万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $250.12万 | 0.04% | 58,700 | 6,700 | 12.9% | $28.55万 | 加仓 |
| FIX | COMFORT SYS USA INC | $248.22万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $247.84万 | 0.04% | 15,100 | -300 | -1.9% | -$4.92万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $246.61万 | 0.04% | 42,800 | 1,900 | 4.6% | $10.95万 | 加仓 |
| AYI | ACUITY INC | $246.59万 | 0.04% | 8,800 | 400 | 4.8% | $11.21万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $245.66万 | 0.04% | 8,700 | -100 | -1.1% | -$2.82万 | 减仓 |
| LFUS | LITTELFUSE INC | $244.33万 | 0.04% | 7,200 | 300 | 4.3% | $10.18万 | 加仓 |
| BCPC | BALCHEM CORP | $244.05万 | 0.04% | 14,400 | -400 | -2.7% | -$6.78万 | 减仓 |
| VST | VISTRA CORP | $243.53万 | 0.04% | 16,200 | -100 | -0.6% | -$1.50万 | 减仓 |
| CR | CRANE COMPANY | $242.82万 | 0.04% | 14,200 | 700 | 5.2% | $11.97万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $242.54万 | 0.04% | 35,600 | -1,200 | -3.3% | -$8.18万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $242.40万 | 0.04% | 51,400 | 51,400 | — | $242.40万 | 新建仓 |
| CUBE | CUBESMART | $242.26万 | 0.04% | 66,100 | 3,000 | 4.8% | $10.99万 | 加仓 |
| MUSA | MURPHY USA INC | $242.05万 | 0.04% | 4,900 | 200 | 4.3% | $9.88万 | 加仓 |
| PLXS | PLEXUS CORP | $241.02万 | 0.04% | 11,900 | -500 | -4.0% | -$10.13万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $240.89万 | 0.04% | 34,800 | -1,200 | -3.3% | -$8.31万 | 减仓 |
| GWW | WW GRAINGER INC | $239.98万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $239.96万 | 0.04% | 8,200 | -4,800 | -36.9% | -$140.47万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $239.19万 | 0.04% | 90,500 | -3,000 | -3.2% | -$7.93万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $238.78万 | 0.04% | 64,500 | 64,500 | — | $238.78万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $238.55万 | 0.04% | 36,700 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $237.74万 | 0.04% | 22,700 | -800 | -3.4% | -$8.38万 | 减仓 |
| CTRE | CARETRUST REIT INC | $237.49万 | 0.04% | 64,800 | -37,500 | -36.7% | -$137.44万 | 减仓 |
| TER | TERADYNE INC | $237.17万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $237.04万 | 0.04% | 29,600 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $236.03万 | 0.04% | 12,800 | 12,800 | — | $236.03万 | 新建仓 |
| ATR | APTARGROUP INC | $235.66万 | 0.04% | 18,700 | 500 | 2.7% | $6.30万 | 加仓 |
| CGNX | COGNEX CORP | $235.15万 | 0.04% | 48,000 | 1,600 | 3.4% | $7.84万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $235.08万 | 0.04% | 85,700 | 2,900 | 3.5% | $7.95万 | 加仓 |
| LYFT | LYFT INC | $234.88万 | 0.04% | 176,600 | 176,600 | — | $234.88万 | 新建仓 |
| — | MASIMO CORP | $234.79万 | 0.04% | 13,200 | 600 | 4.8% | $10.67万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $234.60万 | 0.04% | 16,500 | 800 | 5.1% | $11.37万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $234.44万 | 0.04% | 19,600 | -600 | -3.0% | -$7.18万 | 减仓 |
| CYTK | CYTOKINETICS INC | $233.98万 | 0.04% | 35,500 | 2,200 | 6.6% | $14.50万 | 加仓 |
| CAVA | CAVA GROUP INC | $233.80万 | 0.04% | 28,900 | 1,300 | 4.7% | $10.52万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $233.68万 | 0.04% | 246,500 | 246,500 | — | $233.68万 | 新建仓 |
| UMBF | UMB FINL CORP | $233.48万 | 0.04% | 20,700 | 900 | 4.5% | $10.15万 | 加仓 |
| R | RYDER SYS INC | $233.37万 | 0.04% | 11,400 | 200 | 1.8% | $4.09万 | 加仓 |
| URI | UNITED RENTALS INC | $233.14万 | 0.04% | 3,200 | -100 | -3.0% | -$7.29万 | 减仓 |
| NPO | ENPRO INC | $233.10万 | 0.04% | 9,300 | -400 | -4.1% | -$10.03万 | 减仓 |
| PRI | PRIMERICA INC | $232.95万 | 0.04% | 9,300 | 500 | 5.7% | $12.52万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $232.23万 | 0.04% | 8,000 | 400 | 5.3% | $11.61万 | 加仓 |
| INSM | INSMED INC | $232.20万 | 0.04% | 14,200 | -100 | -0.7% | -$1.64万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $231.63万 | 0.04% | 17,400 | 700 | 4.2% | $9.32万 | 加仓 |
| NNN | NNN REIT INC | $231.59万 | 0.04% | 55,100 | 2,500 | 4.8% | $10.51万 | 加仓 |
| — | ARCOSA INC | $231.39万 | 0.04% | 21,800 | -700 | -3.1% | -$7.43万 | 减仓 |
| GVA | GRANITE CONSTR INC | $231.37万 | 0.04% | 19,300 | -700 | -3.5% | -$8.39万 | 减仓 |
| F | FORD MTR CO | $230.45万 | 0.04% | 199,700 | -200 | -0.1% | -$2,308 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $229.65万 | 0.04% | 30,000 | 22,400 | 294.7% | $171.47万 | 加仓 |
| COHR | COHERENT CORP | $228.68万 | 0.04% | 9,600 | -33,900 | -77.9% | -$807.53万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $227.98万 | 0.04% | 14,500 | -100 | -0.7% | -$1.57万 | 减仓 |
| VMI | VALMONT INDS INC | $227.75万 | 0.04% | 5,700 | 200 | 3.6% | $7.99万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $227.71万 | 0.04% | 75,600 | 3,300 | 4.6% | $9.94万 | 加仓 |
| POWL | POWELL INDS INC | $227.25万 | 0.04% | 4,200 | -100 | -2.3% | -$5.41万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $226.92万 | 0.04% | 15,800 | 700 | 4.6% | $10.05万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $226.89万 | 0.04% | 8,200 | 400 | 5.1% | $11.07万 | 加仓 |
| UGI | UGI CORP NEW | $226.53万 | 0.04% | 62,200 | 2,700 | 4.5% | $9.83万 | 加仓 |
| MHK | MOHAWK INDS INC | $226.46万 | 0.04% | 23,000 | -800 | -3.4% | -$7.88万 | 减仓 |
| CVNA | CARVANA CO | $226.35万 | 0.04% | 7,200 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $226.24万 | 0.04% | 13,800 | -500 | -3.5% | -$8.20万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $225.59万 | 0.04% | 10,300 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $225.24万 | 0.04% | 40,000 | -400 | -1.0% | -$2.25万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $224.80万 | 0.04% | 62,900 | -2,400 | -3.7% | -$8.58万 | 减仓 |
| IDA | IDACORP INC | $224.46万 | 0.04% | 15,700 | 700 | 4.7% | $10.01万 | 加仓 |
| IDCC | INTERDIGITAL INC | $223.48万 | 0.04% | 7,400 | -4,400 | -37.3% | -$132.88万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $222.33万 | 0.04% | 100,600 | 4,400 | 4.6% | $9.72万 | 加仓 |
| ABCB | AMERIS BANCORP | $222.27万 | 0.04% | 28,500 | -800 | -2.7% | -$6.24万 | 减仓 |