13F 机构持仓

South Dakota Investment Council

SIOUX FALLS SD · SEC CIK 0001538846

2026Q22026Q1 更早 9 个季度 🔒
$58.38亿2026Q2 申报市值
621持仓数
37.9%前十大占比 · 第一大 10.6%
32 / 33新建仓 / 清仓
申报市值走势$58.38亿2026Q2
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

VWO 10.6%
AGG 5.9%
NVDA 4.6%
AAPL 3.7%
VCSH 3.2%
MSFT 2.9%
AMZN 2.3%
GOOGL 1.9%
GOOG 1.6%
USHY 1.3%

2026Q2 买入最多 按季末市值估算

VCSH 加仓+$4,502.92万
ZTS 加仓+$2,653.68万
NVDA 加仓+$2,106.60万
XOM 新建仓+$1,995.20万
CDW 加仓+$1,909.85万

2026Q2 卖出最多 按季末市值估算

HUM 减仓-$5,965.99万
UNH 减仓-$3,304.11万
EXXON MOBIL CORP 清仓-$2,587.50万
CNC 减仓-$2,145.45万
VSAT 减仓-$1,896.71万

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
CTAS CINTAS CORP $87.30万0.01%5,132 00.0% — 不变
COLB COLUMBIA BKG SYS INC $87.40万0.01%27,279 -3,628-11.7% -$11.62万 减仓
— WW INTL INC $88.30万0.02%55,227 00.0% — 不变
EL LAUDER ESTEE COS INC $89.00万0.02%11,278 -200-1.7% -$1.58万 减仓
ALGN ALIGN TECHNOLOGY INC $89.50万0.02%5,306 00.0% — 不变
HL HECLA MINING COMPANY $89.90万0.02%58,285 -1,700-2.8% -$2.62万 减仓
AMCR AMCOR PLC $89.90万0.02%20,739 00.0% — 不变
PPL PPL CORP $90.70万0.02%24,939 00.0% — 不变
COLL COLLEGIUM PHARMACEUTICAL INC $91.30万0.02%25,216 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $92.20万0.02%39,000 00.0% — 不变
VST VISTRA CORP $93.30万0.02%5,884 00.0% — 不变
CC CHEMOURS CO $93.70万0.02%45,659 -40,000-46.7% -$82.09万 减仓
GWRE GUIDEWIRE SOFTWARE INC $94.70万0.02%7,700 7,700— $94.70万 新建仓
VFC V F CORP $95.40万0.02%57,217 -57,207-50.0% -$95.38万 减仓
PZZA PAPA JOHNS INTL INC $95.40万0.02%25,954 4001.6% $1.47万 加仓
AVY AVERY DENNISON CORP $95.80万0.02%5,900 5,100637.5% $82.81万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $96.10万0.02%8,914 00.0% — 不变
DKS DICKS SPORTING GOODS INC $97.00万0.02%4,275 2004.9% $4.54万 加仓
KMT KENNAMETAL INC $97.10万0.02%27,690 -1,300-4.5% -$4.56万 减仓
IBM INTERNATIONAL BUSINESS MACHS $98.80万0.02%3,514 -100-2.8% -$2.81万 减仓
BRC BRADY CORP $98.90万0.02%10,802 3002.9% $2.75万 加仓
USPH U S PHYSICAL THERAPY $99.00万0.02%14,413 -300-2.0% -$2.06万 减仓
TTC TORO CO $100.30万0.02%10,300 -600-5.5% -$5.84万 减仓
WM WASTE MGMT INC DEL $101.60万0.02%4,558 -6,047-57.0% -$134.79万 减仓
MCD MCDONALDS CORP $101.60万0.02%3,760 3,760— $101.60万 新建仓
AJG GALLAGHER ARTHUR J & CO $101.90万0.02%4,437 00.0% — 不变
STLD STEEL DYNAMICS INC $105.00万0.02%4,575 -5,057-52.5% -$116.06万 减仓
DDOG DATADOG INC $106.40万0.02%4,087 -5,413-57.0% -$140.92万 减仓
CHE CHEMED CORP NEW $106.60万0.02%2,289 00.0% — 不变
CME CME GROUP INC $106.80万0.02%4,838 4,7485,275.6% $104.81万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $108.10万0.02%12,200 -700-5.4% -$6.20万 减仓
DBX DROPBOX INC $112.40万0.02%40,900 7,10021.0% $19.51万 加仓
VSNT VERSANT MEDIA GROUP INC $114.10万0.02%31,679 -5,656-15.1% -$20.37万 减仓
ETN EATON CORP PLC $114.40万0.02%2,684 00.0% — 不变
ACM AECOM $115.20万0.02%16,511 -15,800-48.9% -$110.24万 减仓
DV DOUBLEVERIFY HOLDINGS INC $116.60万0.02%107,519 2000.2% $2,169 加仓
URBN URBAN OUTFITTERS INC $116.60万0.02%16,462 11,762250.3% $83.31万 加仓
UFPI UFP INDUSTRIES INC $116.80万0.02%12,875 3002.4% $2.72万 加仓
ACI ALBERTSONS COMPANIES INC $117.90万0.02%87,165 -300-0.3% -$4,058 减仓
TLN TALEN ENERGY CORP $119.20万0.02%3,103 401.3% $1.54万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $119.30万0.02%14,694 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $119.90万0.02%9,044 00.0% — 不变
DRI DARDEN RESTAURANTS INC $121.00万0.02%5,872 00.0% — 不变
MAS MASCO CORP $121.60万0.02%14,948 -3,100-17.2% -$25.22万 减仓
XEL XCEL ENERGY INC $122.40万0.02%15,241 00.0% — 不变
KNSL KINSALE CAP GROUP INC $122.50万0.02%3,713 -120-3.1% -$3.96万 减仓
COLM COLUMBIA SPORTSWEAR CO $124.20万0.02%20,089 5002.6% $3.09万 加仓
WEC WEC ENERGY GROUP INC $125.70万0.02%10,766 00.0% — 不变
APP APPLOVIN CORP $125.70万0.02%2,440 -80-3.2% -$4.12万 减仓
NFG NATIONAL FUEL GAS CO $130.10万0.02%16,845 -1,103-6.1% -$8.52万 减仓
AVAV AEROVIRONMENT INC $130.80万0.02%7,925 -100-1.2% -$1.65万 减仓
UGI UGI CORP NEW $130.80万0.02%37,879 -387-1.0% -$1.34万 减仓
SCHW SCHWAB CHARLES CORP $131.50万0.02%14,256 4002.9% $3.69万 加仓
GGG GRACO INC $132.60万0.02%17,540 -900-4.9% -$6.80万 减仓
CXT CRANE NXT CO $133.80万0.02%26,160 -33,040-55.8% -$168.99万 减仓
DELL DELL TECHNOLOGIES INC $133.80万0.02%3,100 -200-6.1% -$8.63万 减仓
IVZ INVESCO LTD $133.90万0.02%50,729 -8,150-13.8% -$21.51万 减仓
OPLN OPENLANE INC $135.70万0.02%32,903 -9,200-21.9% -$37.94万 减仓
POR PORTLAND GEN ELEC CO $136.70万0.02%26,381 -600-2.2% -$3.11万 减仓
TSCO TRACTOR SUPPLY CO $137.80万0.02%43,600 43,600— $137.80万 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $138.00万0.02%10,080 5,380114.5% $73.65万 加仓
AVA AVISTA CORP $138.20万0.02%33,782 -1,600-4.5% -$6.55万 减仓
CRS CARPENTER TECHNOLOGY CORP $138.80万0.02%2,250 2,250— $138.80万 新建仓
NVST ENVISTA HOLDINGS CORP $139.10万0.02%52,778 -1,100-2.0% -$2.90万 减仓
TTEK TETRA TECH INC NEW $139.20万0.02%48,172 1,1002.3% $3.18万 加仓
IRDM IRIDIUM COMMUNICATIONS INC $139.90万0.02%25,509 -15,991-38.5% -$87.70万 减仓
SRE SEMPRA $140.80万0.02%15,187 00.0% — 不变
WLK WESTLAKE CORPORATION $141.10万0.02%19,335 -900-4.4% -$6.57万 减仓
OTIS OTIS WORLDWIDE CORP $141.70万0.02%19,789 18,4391,365.9% $132.03万 加仓
IDCC INTERDIGITAL INC $142.50万0.02%5,033 -78-1.5% -$2.21万 减仓
ED CONSOLIDATED EDISON INC $144.40万0.02%13,055 -509-3.8% -$5.63万 减仓
CR CRANE COMPANY $145.00万0.02%6,500 00.0% — 不变
HAE HAEMONETICS CORP MASS $145.10万0.02%19,346 -400-2.0% -$3.00万 减仓
CMI CUMMINS INC $145.80万0.02%2,044 -523-20.4% -$37.31万 减仓
CFR CULLEN FROST BANKERS INC $146.10万0.03%9,455 -680-6.7% -$10.51万 减仓
APPF APPFOLIO INC $146.90万0.03%9,160 2,50037.5% $40.09万 加仓
OGE OGE ENERGY CORP $148.90万0.03%30,609 -6,328-17.1% -$30.78万 减仓
NUE NUCOR CORP $149.40万0.03%6,709 -5,644-45.7% -$125.68万 减仓
MTH MERITAGE HOMES CORP $149.50万0.03%17,828 4002.3% $3.35万 加仓
LVS LAS VEGAS SANDS CORP $150.10万0.03%32,492 1,5004.8% $6.93万 加仓
ES EVERSOURCE ENERGY $151.50万0.03%20,966 -600-2.8% -$4.34万 减仓
QLYS QUALYS INC $152.00万0.03%11,054 -400-3.5% -$5.50万 减仓
ITW ILLINOIS TOOL WKS INC $152.50万0.03%5,637 92019.5% $24.89万 加仓
LUV SOUTHWEST AIRLS CO $153.40万0.03%29,835 -78,091-72.4% -$401.51万 减仓
ONTO ONTO INNOVATION INC $155.20万0.03%4,100 4,100— $155.20万 新建仓
TFX TELEFLEX INCORPORATED $158.80万0.03%12,530 00.0% — 不变
NJR NEW JERSEY RES CORP $161.20万0.03%28,758 -1,000-3.4% -$5.61万 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $161.70万0.03%4,250 4,250— $161.70万 新建仓
ISRG INTUITIVE SURGICAL INC $162.80万0.03%4,093 00.0% — 不变
CHDN CHURCHILL DOWNS INC $164.70万0.03%18,369 2,60016.5% $23.31万 加仓
CWT CALIFORNIA WTR SVC GROUP $165.40万0.03%33,989 -726-2.1% -$3.53万 减仓
NYT NEW YORK TIMES CO MTN BE $166.00万0.03%23,725 3001.3% $2.10万 加仓
FHN FIRST HORIZON CORPORATION $166.70万0.03%65,028 -1,800-2.7% -$4.61万 减仓
ACMR ACM RESH INC $167.30万0.03%13,185 13,185— $167.30万 新建仓
PENN PENN ENTERTAINMENT INC $168.80万0.03%79,011 -10,000-11.2% -$21.36万 减仓
ALL ALLSTATE CORP $169.30万0.03%7,117 00.0% — 不变
LH LABCORP HOLDINGS INC $171.30万0.03%6,118 60010.9% $16.80万 加仓
DPZ DOMINOS PIZZA INC $172.00万0.03%5,810 3,480149.4% $103.02万 加仓
PENG PENGUIN SOLUTIONS INC $172.50万0.03%22,700 22,700— $172.50万 新建仓
GME GAMESTOP CORP $172.80万0.03%78,278 1,0001.3% $2.21万 加仓