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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $236.90万 | 0.04% | 2,422 | -14 | -0.6% | -$1.37万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $233.00万 | 0.04% | 6,887 | 3,307 | 92.4% | $111.88万 | 加仓 |
| SCI | SERVICE CORP INTL | $231.70万 | 0.04% | 30,502 | -607 | -2.0% | -$4.61万 | 减仓 |
| NEM | NEWMONT CORP | $231.30万 | 0.04% | 24,763 | -1,135 | -4.4% | -$10.60万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $230.40万 | 0.04% | 51,090 | -700 | -1.4% | -$3.16万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $228.90万 | 0.04% | 28,779 | -8,600 | -23.0% | -$68.40万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $227.90万 | 0.04% | 16,369 | -300 | -1.8% | -$4.18万 | 减仓 |
| PCAR | PACCAR INC | $227.20万 | 0.04% | 18,914 | 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 |
| BA | BOEING CO | $222.30万 | 0.04% | 10,269 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC | $221.10万 | 0.04% | 42,455 | 42,455 | — | $221.10万 | 新建仓 |
| ACT | ENACT HOLDINGS INC | $220.50万 | 0.04% | 48,242 | -6,656 | -12.1% | -$30.42万 | 减仓 |
| SM | SM ENERGY COMPANY | $220.20万 | 0.04% | 84,353 | -25,405 | -23.1% | -$66.32万 | 减仓 |
| P | EVERPURE INC | $218.80万 | 0.04% | 27,765 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $214.00万 | 0.04% | 17,093 | 6,700 | 64.5% | $83.88万 | 加仓 |
| FN | FABRINET | $213.50万 | 0.04% | 3,799 | 229 | 6.4% | $12.87万 | 加仓 |
| BWA | BORGWARNER INC | $211.60万 | 0.04% | 31,866 | -1,052 | -3.2% | -$6.99万 | 减仓 |
| LCII | LCI INDS | $211.50万 | 0.04% | 19,972 | -223 | -1.1% | -$2.36万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $211.40万 | 0.04% | 19,052 | -307 | -1.6% | -$3.41万 | 减仓 |
| TREX | TREX INC | $211.00万 | 0.04% | 42,164 | -300 | -0.7% | -$1.50万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $210.10万 | 0.04% | 13,383 | 6,383 | 91.2% | $100.21万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $209.90万 | 0.04% | 15,341 | 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 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $206.60万 | 0.04% | 8,573 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $205.80万 | 0.04% | 55,707 | -4,303 | -7.2% | -$15.90万 | 减仓 |
| AON | AON PLC | $204.70万 | 0.04% | 6,170 | 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 |
| CEG | CONSTELLATION ENERGY CORP | $200.60万 | 0.03% | 8,078 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $198.00万 | 0.03% | 3,674 | 80 | 2.2% | $4.31万 | 加仓 |
| 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 |
| MRSH | MARSH & MCLENNAN COS INC | $194.20万 | 0.03% | 11,652 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $193.80万 | 0.03% | 28,384 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $193.50万 | 0.03% | 19,525 | 11,725 | 150.3% | $116.20万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $191.80万 | 0.03% | 12,703 | 12,703 | — | $191.80万 | 新建仓 |
| APH | AMPHENOL CORP | $189.80万 | 0.03% | 10,764 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $185.50万 | 0.03% | 15,151 | 7,851 | 107.5% | $96.12万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $185.20万 | 0.03% | 4,232 | -40 | -0.9% | -$1.75万 | 减仓 |
| BX | BLACKSTONE INC | $184.50万 | 0.03% | 15,680 | -1,000 | -6.0% | -$11.77万 | 减仓 |
| IEX | IDEX CORP | $184.00万 | 0.03% | 8,109 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $183.90万 | 0.03% | 5,570 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $183.50万 | 0.03% | 29,247 | -800 | -2.7% | -$5.02万 | 减仓 |
| LIN | LINDE PLC | $182.40万 | 0.03% | 3,515 | -40 | -1.1% | -$2.08万 | 减仓 |
| DXCM | DEXCOM INC | $181.10万 | 0.03% | 26,883 | -2,800 | -9.4% | -$18.86万 | 减仓 |
| DUOL | DUOLINGO INC | $179.50万 | 0.03% | 15,608 | -100 | -0.6% | -$1.15万 | 减仓 |
| AME | AMETEK INC | $179.20万 | 0.03% | 7,407 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $178.90万 | 0.03% | 5,989 | 160 | 2.7% | $4.78万 | 加仓 |
| NXT | NEXTPOWER INC | $178.30万 | 0.03% | 14,963 | -9,154 | -38.0% | -$109.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $177.00万 | 0.03% | 5,191 | -100 | -1.9% | -$3.41万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $176.00万 | 0.03% | 3,323 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $174.90万 | 0.03% | 53,762 | 53,762 | — | $174.90万 | 新建仓 |
| DOW | DOW HLDGS INC | $173.90万 | 0.03% | 63,556 | -9,925 | -13.5% | -$27.16万 | 减仓 |
| GME | GAMESTOP CORP | $172.80万 | 0.03% | 78,278 | 1,000 | 1.3% | $2.21万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $172.80万 | 0.03% | 5,800 | 5,800 | — | $172.80万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $172.50万 | 0.03% | 22,700 | 22,700 | — | $172.50万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $172.00万 | 0.03% | 5,810 | 3,480 | 149.4% | $103.02万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $171.30万 | 0.03% | 6,118 | 600 | 10.9% | $16.80万 | 加仓 |
| ALL | ALLSTATE CORP | $169.30万 | 0.03% | 7,117 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $168.80万 | 0.03% | 79,011 | -10,000 | -11.2% | -$21.36万 | 减仓 |
| ACMR | ACM RESH INC | $167.30万 | 0.03% | 13,185 | 13,185 | — | $167.30万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $166.70万 | 0.03% | 65,028 | -1,800 | -2.7% | -$4.61万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $166.00万 | 0.03% | 23,725 | 300 | 1.3% | $2.10万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $165.40万 | 0.03% | 33,989 | -726 | -2.1% | -$3.53万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $164.70万 | 0.03% | 18,369 | 2,600 | 16.5% | $23.31万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $162.80万 | 0.03% | 4,093 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $161.70万 | 0.03% | 4,250 | 4,250 | — | $161.70万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $161.20万 | 0.03% | 28,758 | -1,000 | -3.4% | -$5.61万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $158.80万 | 0.03% | 12,530 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $155.20万 | 0.03% | 4,100 | 4,100 | — | $155.20万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $153.40万 | 0.03% | 29,835 | -78,091 | -72.4% | -$401.51万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $152.50万 | 0.03% | 5,637 | 920 | 19.5% | $24.89万 | 加仓 |
| QLYS | QUALYS INC | $152.00万 | 0.03% | 11,054 | -400 | -3.5% | -$5.50万 | 减仓 |
| ES | EVERSOURCE ENERGY | $151.50万 | 0.03% | 20,966 | -600 | -2.8% | -$4.34万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $150.10万 | 0.03% | 32,492 | 1,500 | 4.8% | $6.93万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $149.50万 | 0.03% | 17,828 | 400 | 2.3% | $3.35万 | 加仓 |
| NUE | NUCOR CORP | $149.40万 | 0.03% | 6,709 | -5,644 | -45.7% | -$125.68万 | 减仓 |
| OGE | OGE ENERGY CORP | $148.90万 | 0.03% | 30,609 | -6,328 | -17.1% | -$30.78万 | 减仓 |
| APPF | APPFOLIO INC | $146.90万 | 0.03% | 9,160 | 2,500 | 37.5% | $40.09万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $146.10万 | 0.03% | 9,455 | -680 | -6.7% | -$10.51万 | 减仓 |
| CMI | CUMMINS INC | $145.80万 | 0.02% | 2,044 | -523 | -20.4% | -$37.31万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $145.10万 | 0.02% | 19,346 | -400 | -2.0% | -$3.00万 | 减仓 |
| CR | CRANE COMPANY | $145.00万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $144.40万 | 0.02% | 13,055 | -509 | -3.8% | -$5.63万 | 减仓 |
| IDCC | INTERDIGITAL INC | $142.50万 | 0.02% | 5,033 | -78 | -1.5% | -$2.21万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $141.70万 | 0.02% | 19,789 | 18,439 | 1,365.9% | $132.03万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $141.10万 | 0.02% | 19,335 | -900 | -4.4% | -$6.57万 | 减仓 |
| SRE | SEMPRA | $140.80万 | 0.02% | 15,187 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $139.90万 | 0.02% | 25,509 | -15,991 | -38.5% | -$87.70万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $139.20万 | 0.02% | 48,172 | 1,100 | 2.3% | $3.18万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORP | $139.10万 | 0.02% | 52,778 | -1,100 | -2.0% | -$2.90万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $138.80万 | 0.02% | 2,250 | 2,250 | — | $138.80万 | 新建仓 |
| AVA | AVISTA CORP | $138.20万 | 0.02% | 33,782 | -1,600 | -4.5% | -$6.55万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $138.00万 | 0.02% | 10,080 | 5,380 | 114.5% | $73.65万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $137.80万 | 0.02% | 43,600 | 43,600 | — | $137.80万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $136.70万 | 0.02% | 26,381 | -600 | -2.2% | -$3.11万 | 减仓 |
| OPLN | OPENLANE INC | $135.70万 | 0.02% | 32,903 | -9,200 | -21.9% | -$37.94万 | 减仓 |
| IVZ | INVESCO LTD | $133.90万 | 0.02% | 50,729 | -8,150 | -13.8% | -$21.51万 | 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 |