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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $303.02万 | 0.04% | 23,200 | 100 | 0.4% | $1.31万 | 加仓 |
| POOL | POOL CORP | $303.01万 | 0.04% | 14,100 | 12,400 | 729.4% | $266.48万 | 加仓 |
| HL | HECLA MINING COMPANY | $302.89万 | 0.04% | 196,300 | 2,000 | 1.0% | $3.09万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $302.56万 | 0.04% | 86,100 | 1,100 | 1.3% | $3.87万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $301.83万 | 0.04% | 46,600 | 400 | 0.9% | $2.59万 | 加仓 |
| CACI | CACI INTL INC | $301.12万 | 0.04% | 6,500 | 100 | 1.6% | $4.63万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $300.74万 | 0.04% | 13,100 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $300.40万 | 0.04% | 14,900 | -100 | -0.7% | -$2.02万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $299.99万 | 0.04% | 18,700 | -400 | -2.1% | -$6.42万 | 减仓 |
| DXCM | DEXCOM INC | $299.71万 | 0.04% | 44,500 | -400 | -0.9% | -$2.69万 | 减仓 |
| GWW | WW GRAINGER INC | $299.29万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $298.37万 | 0.04% | 20,900 | 200 | 1.0% | $2.86万 | 加仓 |
| R | RYDER SYS INC | $298.06万 | 0.04% | 11,300 | -100 | -0.9% | -$2.64万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $297.52万 | 0.04% | 43,000 | 200 | 0.5% | $1.38万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $296.91万 | 0.04% | 36,400 | 800 | 2.2% | $6.53万 | 加仓 |
| PINS | PINTEREST INC | $296.52万 | 0.04% | 141,000 | -28,800 | -17.0% | -$60.57万 | 减仓 |
| O | REALTY INCOME CORP | $295.55万 | 0.04% | 47,700 | 800 | 1.7% | $4.96万 | 加仓 |
| CPRT | COPART INC | $295.43万 | 0.04% | 104,800 | -4,200 | -3.9% | -$11.84万 | 减仓 |
| TRGP | TARGA RES CORP | $294.95万 | 0.04% | 11,000 | 100 | 0.9% | $2.68万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $294.13万 | 0.04% | 56,400 | 5,000 | 9.7% | $26.07万 | 加仓 |
| LKQ | LKQ CORP | $294.11万 | 0.04% | 111,700 | -1,800 | -1.6% | -$4.74万 | 减仓 |
| OGE | OGE ENERGY CORP | $293.91万 | 0.04% | 60,400 | 800 | 1.3% | $3.89万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $293.13万 | 0.04% | 29,000 | -200 | -0.7% | -$2.02万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $292.67万 | 0.04% | 39,900 | -100 | -0.2% | -$7,335 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $292.03万 | 0.04% | 54,300 | -500 | -0.9% | -$2.69万 | 减仓 |
| FIVE | FIVE BELOW INC | $291.26万 | 0.04% | 16,200 | 200 | 1.2% | $3.60万 | 加仓 |
| — | TOPBUILD COR | $290.71万 | 0.04% | 8,200 | 100 | 1.2% | $3.55万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $290.51万 | 0.04% | 34,800 | -800 | -2.2% | -$6.68万 | 减仓 |
| CTVA | CORTEVA INC | $289.64万 | 0.04% | 34,200 | -100 | -0.3% | -$8,469 | 减仓 |
| CNH | CNH INDL N V | $289.28万 | 0.04% | 257,600 | 1,000 | 0.4% | $1.12万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $288.01万 | 0.04% | 33,400 | 400 | 1.2% | $3.45万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $287.20万 | 0.04% | 28,700 | -1,400 | -4.7% | -$14.01万 | 减仓 |
| CRWV | COREWEAVE INC | $286.68万 | 0.04% | 28,800 | 28,800 | — | $286.68万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $285.71万 | 0.04% | 28,600 | -100 | -0.3% | -$9,990 | 减仓 |
| WDAY | WORKDAY INC | $285.24万 | 0.04% | 23,300 | -1,600 | -6.4% | -$19.59万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $285.07万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $284.61万 | 0.04% | 57,800 | -200 | -0.3% | -$9,848 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $284.32万 | 0.04% | 18,400 | 100 | 0.5% | $1.55万 | 加仓 |
| MRCY | MERCURY SYS INC | $283.81万 | 0.04% | 23,200 | -200 | -0.9% | -$2.45万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $283.14万 | 0.04% | 89,800 | 900 | 1.0% | $2.84万 | 加仓 |
| AME | AMETEK INC | $283.07万 | 0.04% | 11,700 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $282.98万 | 0.04% | 94,800 | 1,700 | 1.8% | $5.07万 | 加仓 |
| KHC | KRAFT HEINZ CO | $282.97万 | 0.04% | 119,800 | -1,400 | -1.2% | -$3.31万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $282.68万 | 0.04% | 20,200 | 100 | 0.5% | $1.40万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $282.20万 | 0.04% | 5,700 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $281.06万 | 0.04% | 12,300 | -500 | -3.9% | -$11.43万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $280.64万 | 0.04% | 208,500 | 184,100 | 754.5% | $247.80万 | 加仓 |
| COR | CENCORA INC | $280.15万 | 0.04% | 9,900 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $279.95万 | 0.04% | 32,200 | 100 | 0.3% | $8,694 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $279.48万 | 0.04% | 19,600 | -500 | -2.5% | -$7.13万 | 减仓 |
| OSK | OSHKOSH CORP | $279.33万 | 0.04% | 18,200 | -100 | -0.5% | -$1.53万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $279.21万 | 0.04% | 23,600 | -100 | -0.4% | -$1.18万 | 减仓 |
| CTRE | CARETRUST REIT INC | $278.82万 | 0.04% | 69,100 | 4,300 | 6.6% | $17.35万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $278.16万 | 0.04% | 8,800 | 100 | 1.1% | $3.16万 | 加仓 |
| F | FORD MTR CO | $278.00万 | 0.04% | 200,000 | 300 | 0.2% | $4,170 | 加仓 |
| FLS | FLOWSERVE CORP | $277.36万 | 0.04% | 37,400 | 600 | 1.6% | $4.45万 | 加仓 |
| TTC | TORO CO | $276.67万 | 0.04% | 28,400 | 100 | 0.4% | $9,742 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $276.06万 | 0.04% | 9,500 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $275.80万 | 0.04% | 13,200 | 200 | 1.5% | $4.18万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $274.85万 | 0.04% | 67,300 | -200 | -0.3% | -$8,168 | 减仓 |
| AFL | AFLAC INC | $274.37万 | 0.04% | 23,400 | -400 | -1.7% | -$4.69万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $273.73万 | 0.04% | 54,900 | 1,400 | 2.6% | $6.98万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $272.51万 | 0.04% | 17,000 | 300 | 1.8% | $4.81万 | 加仓 |
| MHK | MOHAWK INDS INC | $271.78万 | 0.04% | 22,400 | -600 | -2.6% | -$7.28万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $271.60万 | 0.04% | 34,700 | 600 | 1.8% | $4.70万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $271.46万 | 0.04% | 84,700 | -1,000 | -1.2% | -$3.21万 | 减仓 |
| MTRN | MATERION CORP | $270.62万 | 0.04% | 9,100 | -100 | -1.1% | -$2.97万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $269.51万 | 0.04% | 89,300 | -1,200 | -1.3% | -$3.62万 | 减仓 |
| TKR | TIMKEN CO | $268.84万 | 0.04% | 18,500 | 100 | 0.5% | $1.45万 | 加仓 |
| ETR | ENTERGY CORP NEW | $268.77万 | 0.04% | 23,400 | 300 | 1.3% | $3.45万 | 加仓 |
| ORI | OLD REP INTL CORP | $268.44万 | 0.04% | 65,600 | -400 | -0.6% | -$1.64万 | 减仓 |
| BROS | DUTCH BROS INC | $267.85万 | 0.04% | 37,300 | 500 | 1.4% | $3.59万 | 加仓 |
| GME | GAMESTOP CORP | $266.51万 | 0.04% | 120,700 | 1,200 | 1.0% | $2.65万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $265.95万 | 0.04% | 29,400 | -200 | -0.7% | -$1.81万 | 减仓 |
| CNM | CORE & MAIN INC | $265.86万 | 0.04% | 55,100 | 400 | 0.7% | $1.93万 | 加仓 |
| ADC | AGREE RLTY CORP | $265.85万 | 0.04% | 35,100 | 400 | 1.2% | $3.03万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $265.70万 | 0.04% | 27,400 | -300 | -1.1% | -$2.91万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $265.28万 | 0.04% | 62,700 | -200 | -0.3% | -$8,462 | 减仓 |
| MUSA | MURPHY USA INC | $264.05万 | 0.04% | 4,900 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $263.71万 | 0.04% | 74,600 | -400 | -0.5% | -$1.41万 | 减仓 |
| CUBE | CUBESMART | $263.68万 | 0.04% | 66,300 | 200 | 0.3% | $7,954 | 加仓 |
| ACM | AECOM | $262.45万 | 0.04% | 37,600 | 100 | 0.3% | $6,980 | 加仓 |
| ENVA | ENOVA INTL INC | $262.40万 | 0.04% | 10,900 | -100 | -0.9% | -$2.41万 | 减仓 |
| GMED | GLOBUS MED INC | $262.31万 | 0.04% | 33,200 | 900 | 2.8% | $7.11万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $261.24万 | 0.04% | 60,500 | -1,100 | -1.8% | -$4.75万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $260.99万 | 0.04% | 46,300 | 400 | 0.9% | $2.25万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $260.57万 | 0.04% | 7,700 | -500 | -6.1% | -$16.92万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $260.55万 | 0.04% | 100,600 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $260.48万 | 0.04% | 99,800 | -500 | -0.5% | -$1.30万 | 减仓 |
| NNN | NNN REIT INC | $259.17万 | 0.04% | 55,700 | 600 | 1.1% | $2.79万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $258.89万 | 0.04% | 8,600 | -100 | -1.1% | -$3.01万 | 减仓 |
| PRI | PRIMERICA INC | $258.62万 | 0.04% | 9,100 | -200 | -2.2% | -$5.68万 | 减仓 |
| NUE | NUCOR CORP | $258.39万 | 0.04% | 11,600 | -100 | -0.9% | -$2.23万 | 减仓 |
| VICR | VICOR CORP | $258.25万 | 0.04% | 6,800 | 200 | 3.0% | $7.60万 | 加仓 |
| PSA | PUBLIC STORAGE | $257.83万 | 0.04% | 8,100 | 100 | 1.2% | $3.18万 | 加仓 |
| VST | VISTRA CORP | $256.98万 | 0.04% | 16,200 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $256.24万 | 0.04% | 68,900 | 200 | 0.3% | $7,438 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $255.76万 | 0.04% | 13,500 | -100 | -0.7% | -$1.89万 | 减仓 |
| AZO | AUTOZONE INC | $255.68万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $255.67万 | 0.04% | 13,300 | -500 | -3.6% | -$9.61万 | 减仓 |