South Dakota Investment Council
SIOUX FALLS SD · SEC CIK 0001538846
$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
26Q126Q2
前十大持仓 占组合比例
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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $90.70万 | 0.02% | 24,939 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $91.30万 | 0.02% | 25,216 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $92.20万 | 0.02% | 39,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $93.30万 | 0.02% | 5,884 | 0 | 0.0% | — | 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 | 400 | 1.6% | $1.47万 | 加仓 |
| AVY | AVERY DENNISON CORP | $95.80万 | 0.02% | 5,900 | 5,100 | 637.5% | $82.81万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $96.10万 | 0.02% | 8,914 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $97.00万 | 0.02% | 4,275 | 200 | 4.9% | $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 | 300 | 2.9% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $106.80万 | 0.02% | 4,838 | 4,748 | 5,275.6% | $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 | 7,100 | 21.0% | $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 | 0 | 0.0% | — | 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 | 200 | 0.2% | $2,169 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $116.60万 | 0.02% | 16,462 | 11,762 | 250.3% | $83.31万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $116.80万 | 0.02% | 12,875 | 300 | 2.4% | $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 | 40 | 1.3% | $1.54万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $119.30万 | 0.02% | 14,694 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $119.90万 | 0.02% | 9,044 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $121.00万 | 0.02% | 5,872 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 500 | 2.6% | $3.09万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $125.70万 | 0.02% | 10,766 | 0 | 0.0% | — | 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 | 400 | 2.9% | $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 | 5,380 | 114.5% | $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 | 1,100 | 2.3% | $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 | 0 | 0.0% | — | 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 | 18,439 | 1,365.9% | $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 | 0 | 0.0% | — | 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 | 2,500 | 37.5% | $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 | 400 | 2.3% | $3.35万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $150.10万 | 0.03% | 32,492 | 1,500 | 4.8% | $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 | 920 | 19.5% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $164.70万 | 0.03% | 18,369 | 2,600 | 16.5% | $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 | 300 | 1.3% | $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 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $171.30万 | 0.03% | 6,118 | 600 | 10.9% | $16.80万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $172.00万 | 0.03% | 5,810 | 3,480 | 149.4% | $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 | 1,000 | 1.3% | $2.21万 | 加仓 |