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 |
|---|---|---|---|---|---|---|---|---|
| FR | FIRST INDL RLTY TR INC | $222.14万 | 0.04% | 38,400 | 1,800 | 4.9% | $10.41万 | 加仓 |
| SITM | SITIME CORP | $221.02万 | 0.04% | 6,400 | -3,600 | -36.0% | -$124.33万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $220.39万 | 0.04% | 34,100 | 1,600 | 4.9% | $10.34万 | 加仓 |
| DAL | DELTA AIR LINES INC | $220.05万 | 0.04% | 33,100 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $219.77万 | 0.04% | 27,700 | -900 | -3.1% | -$7.14万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $219.30万 | 0.04% | 58,000 | -1,900 | -3.2% | -$7.18万 | 减仓 |
| YUM | YUM BRANDS INC | $219.23万 | 0.04% | 14,100 | -100 | -0.7% | -$1.55万 | 减仓 |
| ETSY | ETSY INC | $218.91万 | 0.04% | 43,800 | -1,400 | -3.1% | -$7.00万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $218.88万 | 0.04% | 96,000 | 3,700 | 4.0% | $8.44万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $218.66万 | 0.04% | 6,400 | 300 | 4.9% | $10.25万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $218.64万 | 0.04% | 66,800 | 2,500 | 3.9% | $8.18万 | 加仓 |
| FLR | FLUOR CORP | $217.86万 | 0.04% | 46,700 | 2,100 | 4.7% | $9.80万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $217.51万 | 0.04% | 28,200 | 1,300 | 4.8% | $10.03万 | 加仓 |
| WAB | WABTEC | $217.42万 | 0.04% | 8,700 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC | $217.04万 | 0.04% | 23,300 | -800 | -3.3% | -$7.45万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $216.70万 | 0.04% | 8,000 | -100 | -1.2% | -$2.71万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $215.20万 | 0.04% | 36,900 | -1,200 | -3.1% | -$7.00万 | 减仓 |
| KR | KROGER CO | $214.91万 | 0.04% | 29,700 | -1,400 | -4.5% | -$10.13万 | 减仓 |
| MAC | MACERICH CO | $214.70万 | 0.04% | 113,600 | -3,700 | -3.2% | -$6.99万 | 减仓 |
| MTDR | MATADOR RES CO | $214.18万 | 0.04% | 33,900 | 1,600 | 5.0% | $10.11万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $214.04万 | 0.04% | 14,800 | 700 | 5.0% | $10.12万 | 加仓 |
| AX | AXOS FINANCIAL INC | $213.58万 | 0.04% | 25,100 | -800 | -3.1% | -$6.81万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $213.25万 | 0.04% | 45,900 | 12,100 | 35.8% | $56.22万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $212.55万 | 0.04% | 66,400 | -1,100 | -1.6% | -$3.52万 | 减仓 |
| ARW | ARROW ELECTRS INC | $212.25万 | 0.04% | 14,800 | 500 | 3.5% | $7.17万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $211.13万 | 0.04% | 29,800 | 1,200 | 4.2% | $8.50万 | 加仓 |
| SEIC | SEI INVTS CO | $211.08万 | 0.04% | 26,900 | 1,200 | 4.7% | $9.42万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $210.56万 | 0.04% | 11,200 | 500 | 4.7% | $9.40万 | 加仓 |
| EBAY | EBAY INC. | $209.35万 | 0.04% | 23,000 | -100 | -0.4% | -$9,102 | 减仓 |
| ALV | AUTOLIV INC | $209.27万 | 0.04% | 19,900 | 600 | 3.1% | $6.31万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $208.87万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $208.80万 | 0.04% | 55,800 | -1,800 | -3.1% | -$6.74万 | 减仓 |
| KEX | KIRBY CORP | $208.62万 | 0.04% | 15,700 | 700 | 4.7% | $9.30万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $208.25万 | 0.04% | 18,400 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $208.00万 | 0.04% | 56,600 | -1,200 | -2.1% | -$4.41万 | 减仓 |
| RAL | RALLIANT CORP | $207.95万 | 0.04% | 50,000 | -1,700 | -3.3% | -$7.07万 | 减仓 |
| LAUR | LAUREATE ED INC | $207.30万 | 0.04% | 59,500 | 59,500 | — | $207.30万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $207.25万 | 0.04% | 24,800 | 1,000 | 4.2% | $8.36万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $207.07万 | 0.04% | 71,900 | -2,300 | -3.1% | -$6.62万 | 减仓 |
| INGR | INGREDION INC | $206.17万 | 0.04% | 18,300 | 700 | 4.0% | $7.89万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $205.97万 | 0.04% | 61,100 | -2,000 | -3.2% | -$6.74万 | 减仓 |
| SSD | SIMPSON MFG INC | $205.94万 | 0.04% | 12,000 | 500 | 4.3% | $8.58万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $205.67万 | 0.04% | 191,500 | 8,900 | 4.9% | $9.56万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $205.61万 | 0.04% | 25,400 | -100 | -0.4% | -$8,095 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $205.43万 | 0.04% | 27,300 | -300 | -1.1% | -$2.26万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $204.56万 | 0.04% | 5,700 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $202.38万 | 0.04% | 31,800 | -100 | -0.3% | -$6,364 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $201.70万 | 0.04% | 108,500 | -5,000 | -4.4% | -$9.29万 | 减仓 |
| AGCO | AGCO CORP | $201.61万 | 0.04% | 17,400 | 300 | 1.8% | $3.48万 | 加仓 |
| CBRE | CBRE GROUP INC | $200.48万 | 0.04% | 14,800 | -200 | -1.3% | -$2.71万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $200.32万 | 0.04% | 60,300 | -2,000 | -3.2% | -$6.64万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $199.82万 | 0.04% | 9,600 | 500 | 5.5% | $10.41万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $199.77万 | 0.04% | 55,400 | 3,700 | 7.2% | $13.34万 | 加仓 |
| CART | MAPLEBEAR INC | $199.66万 | 0.03% | 53,300 | 2,400 | 4.7% | $8.99万 | 加仓 |
| BMI | BADGER METER INC | $199.58万 | 0.03% | 13,100 | -400 | -3.0% | -$6.09万 | 减仓 |
| MSCI | MSCI INC | $199.43万 | 0.03% | 3,700 | -100 | -2.6% | -$5.39万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $199.06万 | 0.03% | 11,400 | -300 | -2.6% | -$5.24万 | 减仓 |
| RDN | RADIAN GROUP INC | $198.81万 | 0.03% | 60,100 | -2,000 | -3.2% | -$6.62万 | 减仓 |
| MET | METLIFE INC | $198.72万 | 0.03% | 28,100 | -200 | -0.7% | -$1.41万 | 减仓 |
| CSGP | COSTAR GROUP INC | $198.47万 | 0.03% | 49,200 | -800 | -1.6% | -$3.23万 | 减仓 |
| VTR | VENTAS INC | $197.91万 | 0.03% | 24,200 | 200 | 0.8% | $1.64万 | 加仓 |
| NUE | NUCOR CORP | $197.85万 | 0.03% | 11,700 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $197.80万 | 0.03% | 32,200 | 1,500 | 4.9% | $9.21万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $197.68万 | 0.03% | 47,900 | 2,200 | 4.8% | $9.08万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $197.59万 | 0.03% | 13,500 | -500 | -3.6% | -$7.32万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $196.98万 | 0.03% | 17,600 | 800 | 4.8% | $8.95万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $196.84万 | 0.03% | 29,300 | 3,000 | 11.4% | $20.15万 | 加仓 |
| PCG | PG&E CORP | $196.78万 | 0.03% | 112,000 | -300 | -0.3% | -$5,271 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $196.73万 | 0.03% | 20,800 | 1,000 | 5.1% | $9.46万 | 加仓 |
| NOV | NOV INC | $196.56万 | 0.03% | 104,500 | 3,600 | 3.6% | $6.77万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $195.32万 | 0.03% | 39,700 | 3,900 | 10.9% | $19.19万 | 加仓 |
| TEX | TEREX CORP NEW | $195.03万 | 0.03% | 33,000 | 14,800 | 81.3% | $87.47万 | 加仓 |
| MYRG | MYR GROUP INC | $194.80万 | 0.03% | 6,900 | -200 | -2.8% | -$5.65万 | 减仓 |
| NDAQ | NASDAQ INC | $194.40万 | 0.03% | 22,900 | -100 | -0.4% | -$8,489 | 减仓 |
| GRMN | GARMIN LTD | $192.57万 | 0.03% | 8,300 | -100 | -1.2% | -$2.32万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $192.18万 | 0.03% | 16,600 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $192.03万 | 0.03% | 14,200 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $191.99万 | 0.03% | 22,400 | 1,600 | 7.7% | $13.71万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $191.52万 | 0.03% | 68,400 | -2,200 | -3.1% | -$6.16万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $190.78万 | 0.03% | 69,400 | -2,200 | -3.1% | -$6.05万 | 减仓 |
| YOU | CLEAR SECURE INC | $190.25万 | 0.03% | 39,300 | -1,300 | -3.2% | -$6.29万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $190.22万 | 0.03% | 7,300 | -300 | -3.9% | -$7.82万 | 减仓 |
| AIR | AAR CORP | $189.37万 | 0.03% | 17,300 | -600 | -3.4% | -$6.57万 | 减仓 |
| MP | MP MATERIALS CORP | $188.70万 | 0.03% | 39,100 | 1,800 | 4.8% | $8.69万 | 加仓 |
| DHI | D R HORTON INC | $187.99万 | 0.03% | 13,700 | -300 | -2.1% | -$4.12万 | 减仓 |
| MDU | MDU RES GROUP INC | $187.72万 | 0.03% | 90,600 | -3,000 | -3.2% | -$6.22万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $187.42万 | 0.03% | 45,700 | -1,500 | -3.2% | -$6.15万 | 减仓 |
| MC | MOELIS & CO | $186.96万 | 0.03% | 32,800 | -1,100 | -3.2% | -$6.27万 | 减仓 |
| CHWY | CHEWY INC | $186.84万 | 0.03% | 69,200 | 6,900 | 11.1% | $18.63万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $186.51万 | 0.03% | 27,300 | 1,000 | 3.8% | $6.83万 | 加仓 |
| BROS | DUTCH BROS INC | $186.43万 | 0.03% | 36,800 | 36,800 | — | $186.43万 | 新建仓 |
| ENS | ENERSYS | $185.88万 | 0.03% | 10,700 | 500 | 4.9% | $8.69万 | 加仓 |
| TKR | TIMKEN CO | $185.05万 | 0.03% | 18,400 | 900 | 5.1% | $9.05万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $183.56万 | 0.03% | 43,600 | -1,400 | -3.1% | -$5.89万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $183.39万 | 0.03% | 35,700 | 1,500 | 4.4% | $7.71万 | 加仓 |
| VAL | VALARIS LTD | $183.33万 | 0.03% | 18,700 | 800 | 4.5% | $7.84万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $183.20万 | 0.03% | 6,900 | -400 | -5.5% | -$10.62万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $183.05万 | 0.03% | 29,600 | -2,700 | -8.4% | -$16.70万 | 减仓 |
| ACI | ALBERTSONS COS INC | $182.84万 | 0.03% | 107,300 | -2,100 | -1.9% | -$3.58万 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $182.64万 | 0.03% | 45,400 | 45,400 | — | $182.64万 | 新建仓 |