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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $172.80万 | 0.03% | 5,800 | 5,800 | — | $172.80万 | 新建仓 |
| DOW | DOW HLDGS INC | $173.90万 | 0.03% | 63,556 | -9,925 | -13.5% | -$27.16万 | 减仓 |
| PLAB | PHOTRONICS INC | $174.90万 | 0.03% | 53,762 | 53,762 | — | $174.90万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $176.00万 | 0.03% | 3,323 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $177.00万 | 0.03% | 5,191 | -100 | -1.9% | -$3.41万 | 减仓 |
| NXT | NEXTPOWER INC | $178.30万 | 0.03% | 14,963 | -9,154 | -38.0% | -$109.08万 | 减仓 |
| CLH | CLEAN HARBORS INC | $178.90万 | 0.03% | 5,989 | 160 | 2.7% | $4.78万 | 加仓 |
| AME | AMETEK INC | $179.20万 | 0.03% | 7,407 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $179.50万 | 0.03% | 15,608 | -100 | -0.6% | -$1.15万 | 减仓 |
| DXCM | DEXCOM INC | $181.10万 | 0.03% | 26,883 | -2,800 | -9.4% | -$18.86万 | 减仓 |
| LIN | LINDE PLC | $182.40万 | 0.03% | 3,515 | -40 | -1.1% | -$2.08万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $183.50万 | 0.03% | 29,247 | -800 | -2.7% | -$5.02万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $183.90万 | 0.03% | 5,570 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $184.00万 | 0.03% | 8,109 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $184.50万 | 0.03% | 15,680 | -1,000 | -6.0% | -$11.77万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $185.20万 | 0.03% | 4,232 | -40 | -0.9% | -$1.75万 | 减仓 |
| WDAY | WORKDAY INC | $185.50万 | 0.03% | 15,151 | 7,851 | 107.5% | $96.12万 | 加仓 |
| APH | AMPHENOL CORP | $189.80万 | 0.03% | 10,764 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $191.80万 | 0.03% | 12,703 | 12,703 | — | $191.80万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $193.50万 | 0.03% | 19,525 | 11,725 | 150.3% | $116.20万 | 加仓 |
| D | DOMINION ENERGY INC | $193.80万 | 0.03% | 28,384 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $194.20万 | 0.03% | 11,652 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $197.10万 | 0.03% | 36,712 | -3,284 | -8.2% | -$17.63万 | 减仓 |
| TMUS | T-MOBILE US INC | $197.10万 | 0.03% | 11,753 | -71 | -0.6% | -$1.19万 | 减仓 |
| MUSA | MURPHY USA INC | $198.00万 | 0.03% | 3,674 | 80 | 2.2% | $4.31万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $200.60万 | 0.03% | 8,078 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GRP HO PARENT INC | $204.20万 | 0.03% | 68,644 | 3,576 | 5.5% | $10.64万 | 加仓 |
| AON | AON PLC | $204.70万 | 0.04% | 6,170 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $205.80万 | 0.04% | 55,707 | -4,303 | -7.2% | -$15.90万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $206.60万 | 0.04% | 8,573 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $208.90万 | 0.04% | 26,936 | -5,231 | -16.3% | -$40.57万 | 减仓 |
| HTO | H2O AMERICA | $208.90万 | 0.04% | 34,375 | 475 | 1.4% | $2.89万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $209.90万 | 0.04% | 15,341 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $210.10万 | 0.04% | 13,383 | 6,383 | 91.2% | $100.21万 | 加仓 |
| TREX | TREX INC | $211.00万 | 0.04% | 42,164 | -300 | -0.7% | -$1.50万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $211.40万 | 0.04% | 19,052 | -307 | -1.6% | -$3.41万 | 减仓 |
| LCII | LCI INDS | $211.50万 | 0.04% | 19,972 | -223 | -1.1% | -$2.36万 | 减仓 |
| BWA | BORGWARNER INC | $211.60万 | 0.04% | 31,866 | -1,052 | -3.2% | -$6.99万 | 减仓 |
| FN | FABRINET | $213.50万 | 0.04% | 3,799 | 229 | 6.4% | $12.87万 | 加仓 |
| ATR | APTARGROUP INC | $214.00万 | 0.04% | 17,093 | 6,700 | 64.5% | $83.88万 | 加仓 |
| P | EVERPURE INC | $218.80万 | 0.04% | 27,765 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $220.20万 | 0.04% | 84,353 | -25,405 | -23.1% | -$66.32万 | 减仓 |
| ACT | ENACT HOLDINGS INC | $220.50万 | 0.04% | 48,242 | -6,656 | -12.1% | -$30.42万 | 减仓 |
| SCSC | SCANSOURCE INC | $221.10万 | 0.04% | 42,455 | 42,455 | — | $221.10万 | 新建仓 |
| BA | BOEING CO | $222.30万 | 0.04% | 10,269 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $226.10万 | 0.04% | 28,888 | 14,900 | 106.5% | $116.62万 | 加仓 |
| PCAR | PACCAR INC | $227.20万 | 0.04% | 18,914 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $227.90万 | 0.04% | 16,369 | -300 | -1.8% | -$4.18万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $228.90万 | 0.04% | 28,779 | -8,600 | -23.0% | -$68.40万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $230.40万 | 0.04% | 51,090 | -700 | -1.4% | -$3.16万 | 减仓 |
| NEM | NEWMONT CORP | $231.30万 | 0.04% | 24,763 | -1,135 | -4.4% | -$10.60万 | 减仓 |
| SCI | SERVICE CORP INTL | $231.70万 | 0.04% | 30,502 | -607 | -2.0% | -$4.61万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $233.00万 | 0.04% | 6,887 | 3,307 | 92.4% | $111.88万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $236.90万 | 0.04% | 2,422 | -14 | -0.6% | -$1.37万 | 减仓 |
| WAT | WATERS CORP | $237.60万 | 0.04% | 6,334 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $239.90万 | 0.04% | 60,673 | -182 | -0.3% | -$7,196 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $241.20万 | 0.04% | 32,286 | -900 | -2.7% | -$6.72万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $241.90万 | 0.04% | 62,451 | 29,691 | 90.6% | $115.01万 | 加仓 |
| TOL | TOLL BROTHERS INC | $243.40万 | 0.04% | 14,772 | -451 | -3.0% | -$7.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $244.20万 | 0.04% | 10,906 | 840 | 8.3% | $18.81万 | 加仓 |
| DOCU | DOCUSIGN INC | $244.60万 | 0.04% | 55,073 | 5,900 | 12.0% | $26.20万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $251.80万 | 0.04% | 121,837 | -1,200 | -1.0% | -$2.48万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $252.10万 | 0.04% | 86,112 | 13,900 | 19.2% | $40.69万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $252.40万 | 0.04% | 45,975 | -600 | -1.3% | -$3.29万 | 减仓 |
| OSK | OSHKOSH CORP | $256.30万 | 0.04% | 16,701 | -900 | -5.1% | -$13.81万 | 减仓 |
| MTZ | MASTEC INC | $256.80万 | 0.04% | 6,173 | 6,173 | — | $256.80万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $263.00万 | 0.05% | 15,288 | -257 | -1.7% | -$4.42万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $264.00万 | 0.05% | 13,664 | -100 | -0.7% | -$1.93万 | 减仓 |
| CRM | SALESFORCE INC | $267.20万 | 0.05% | 17,053 | 2,284 | 15.5% | $35.79万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $272.60万 | 0.05% | 33,451 | -1,400 | -4.0% | -$11.41万 | 减仓 |
| MLI | MUELLER INDS INC | $279.20万 | 0.05% | 22,709 | -300 | -1.3% | -$3.69万 | 减仓 |
| TWLO | TWILIO INC | $279.40万 | 0.05% | 13,543 | -300 | -2.2% | -$6.19万 | 减仓 |
| FIX | COMFORT SYS USA INC | $280.20万 | 0.05% | 1,414 | -5,516 | -79.6% | -$1,093.06万 | 减仓 |
| EME | EMCOR GROUP INC | $282.30万 | 0.05% | 3,402 | -8,125 | -70.5% | -$674.22万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $285.60万 | 0.05% | 36,433 | -12,480 | -25.5% | -$97.83万 | 减仓 |
| MP | MP MATERIALS CORP | $286.80万 | 0.05% | 51,209 | -600 | -1.2% | -$3.36万 | 减仓 |
| NTNX | NUTANIX INC | $287.80万 | 0.05% | 56,477 | -900 | -1.6% | -$4.59万 | 减仓 |
| DT | DYNATRACE INC | $288.60万 | 0.05% | 65,718 | 6,800 | 11.5% | $29.86万 | 加仓 |
| XPO | XPO INC | $289.60万 | 0.05% | 14,106 | 600 | 4.4% | $12.32万 | 加仓 |
| — | WHITECAP RES INC | $290.80万 | 0.05% | 280,123 | -13,900 | -4.7% | -$14.43万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $292.10万 | 0.05% | 53,481 | -30,259 | -36.1% | -$165.27万 | 减仓 |
| CSL | CARLISLE COS INC | $293.10万 | 0.05% | 8,080 | 1,194 | 17.3% | $43.31万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $293.30万 | 0.05% | 95,334 | -1,200 | -1.2% | -$3.69万 | 减仓 |
| SAIA | SAIA INC | $293.60万 | 0.05% | 6,971 | -120 | -1.7% | -$5.05万 | 减仓 |
| ENS | ENERSYS | $294.30万 | 0.05% | 12,587 | -3,006 | -19.3% | -$70.28万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $295.20万 | 0.05% | 52,366 | 1,700 | 3.4% | $9.58万 | 加仓 |
| CB | CHUBB LIMITED | $296.90万 | 0.05% | 8,714 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $297.10万 | 0.05% | 27,649 | -16,996 | -38.1% | -$182.63万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $298.00万 | 0.05% | 10,648 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $301.00万 | 0.05% | 8,817 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $301.70万 | 0.05% | 33,516 | 15,000 | 81.0% | $135.03万 | 加仓 |
| USFD | US FOODS HLDG CORP | $302.80万 | 0.05% | 29,609 | -200 | -0.7% | -$2.05万 | 减仓 |
| WMT | WALMART INC | $303.00万 | 0.05% | 26,756 | -3,765 | -12.3% | -$42.64万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $304.30万 | 0.05% | 7,328 | 1,640 | 28.8% | $68.10万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $308.90万 | 0.05% | 24,446 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $309.80万 | 0.05% | 41,865 | -400 | -0.9% | -$2.96万 | 减仓 |
| EXEL | EXELIXIS INC | $310.10万 | 0.05% | 56,987 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $313.90万 | 0.05% | 14,370 | -258 | -1.8% | -$5.64万 | 减仓 |
| DAL | DELTA AIR LINES INC | $314.60万 | 0.05% | 33,586 | -86,114 | -71.9% | -$806.63万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $325.80万 | 0.06% | 12,271 | 12,271 | — | $325.80万 | 新建仓 |