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 |
|---|---|---|---|---|---|---|---|---|
| GGG | GRACO INC | $132.60万 | 0.02% | 17,540 | -900 | -4.9% | -$6.80万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $131.50万 | 0.02% | 14,256 | 400 | 2.9% | $3.69万 | 加仓 |
| 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 |
| NFG | NATIONAL FUEL GAS CO | $130.10万 | 0.02% | 16,845 | -1,103 | -6.1% | -$8.52万 | 减仓 |
| 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 |
| COLM | COLUMBIA SPORTSWEAR CO | $124.20万 | 0.02% | 20,089 | 500 | 2.6% | $3.09万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $122.50万 | 0.02% | 3,713 | -120 | -3.1% | -$3.96万 | 减仓 |
| XEL | XCEL ENERGY INC | $122.40万 | 0.02% | 15,241 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $121.60万 | 0.02% | 14,948 | -3,100 | -17.2% | -$25.22万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $121.00万 | 0.02% | 5,872 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $119.90万 | 0.02% | 9,044 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $119.30万 | 0.02% | 14,694 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $119.20万 | 0.02% | 3,103 | 40 | 1.3% | $1.54万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $117.90万 | 0.02% | 87,165 | -300 | -0.3% | -$4,058 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $116.80万 | 0.02% | 12,875 | 300 | 2.4% | $2.72万 | 加仓 |
| 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 |
| ACM | AECOM | $115.20万 | 0.02% | 16,511 | -15,800 | -48.9% | -$110.24万 | 减仓 |
| ETN | EATON CORP PLC | $114.40万 | 0.02% | 2,684 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $114.10万 | 0.02% | 31,679 | -5,656 | -15.1% | -$20.37万 | 减仓 |
| DBX | DROPBOX INC | $112.40万 | 0.02% | 40,900 | 7,100 | 21.0% | $19.51万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $108.10万 | 0.02% | 12,200 | -700 | -5.4% | -$6.20万 | 减仓 |
| CME | CME GROUP INC | $106.80万 | 0.02% | 4,838 | 4,748 | 5,275.6% | $104.81万 | 加仓 |
| CHE | CHEMED CORP NEW | $106.60万 | 0.02% | 2,289 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $106.40万 | 0.02% | 4,087 | -5,413 | -57.0% | -$140.92万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $105.00万 | 0.02% | 4,575 | -5,057 | -52.5% | -$116.06万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $101.90万 | 0.02% | 4,437 | 0 | 0.0% | — | 不变 |
| 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 |
| TTC | TORO CO | $100.30万 | 0.02% | 10,300 | -600 | -5.5% | -$5.84万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $99.00万 | 0.02% | 14,413 | -300 | -2.0% | -$2.06万 | 减仓 |
| BRC | BRADY CORP | $98.90万 | 0.02% | 10,802 | 300 | 2.9% | $2.75万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.80万 | 0.02% | 3,514 | -100 | -2.8% | -$2.81万 | 减仓 |
| KMT | KENNAMETAL INC | $97.10万 | 0.02% | 27,690 | -1,300 | -4.5% | -$4.56万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $97.00万 | 0.02% | 4,275 | 200 | 4.9% | $4.54万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $96.10万 | 0.02% | 8,914 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $95.80万 | 0.02% | 5,900 | 5,100 | 637.5% | $82.81万 | 加仓 |
| 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 |
| GWRE | GUIDEWIRE SOFTWARE INC | $94.70万 | 0.02% | 7,700 | 7,700 | — | $94.70万 | 新建仓 |
| CC | CHEMOURS CO | $93.70万 | 0.02% | 45,659 | -40,000 | -46.7% | -$82.09万 | 减仓 |
| VST | VISTRA CORP | $93.30万 | 0.02% | 5,884 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $92.20万 | 0.02% | 39,000 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $91.30万 | 0.02% | 25,216 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $90.70万 | 0.02% | 24,939 | 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 |
| ALGN | ALIGN TECHNOLOGY INC | $89.50万 | 0.02% | 5,306 | 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 |
| — | WW INTL INC | $88.30万 | 0.02% | 55,227 | 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 |
| CTAS | CINTAS CORP | $87.30万 | 0.01% | 5,132 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $86.90万 | 0.01% | 2,965 | -40 | -1.3% | -$1.17万 | 减仓 |
| EIX | EDISON INTL | $85.00万 | 0.01% | 11,414 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $83.60万 | 0.01% | 15,905 | 100 | 0.6% | $5,256 | 加仓 |
| AR | ANTERO RESOURCES CORP | $82.80万 | 0.01% | 23,558 | -1,100 | -4.5% | -$3.87万 | 减仓 |
| CI | THE CIGNA GROUP | $82.20万 | 0.01% | 2,980 | 1,440 | 93.5% | $39.72万 | 加仓 |
| THO | THOR INDS INC | $81.60万 | 0.01% | 10,862 | -100 | -0.9% | -$7,512 | 减仓 |
| DNOW | DNOW INC | $80.30万 | 0.01% | 61,879 | -2,800 | -4.3% | -$3.63万 | 减仓 |
| KEX | KIRBY CORP | $80.20万 | 0.01% | 5,900 | 5,900 | — | $80.20万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $79.90万 | 0.01% | 8,050 | -300 | -3.6% | -$2.98万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $79.70万 | 0.01% | 31,446 | -5,302 | -14.4% | -$13.44万 | 减仓 |
| FOXA | FOX CORP | $78.50万 | 0.01% | 15,057 | -1,106 | -6.8% | -$5.77万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $78.50万 | 0.01% | 30,308 | -4,168 | -12.1% | -$10.80万 | 减仓 |
| PCG | PG&E CORP | $78.10万 | 0.01% | 46,440 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $77.90万 | 0.01% | 5,917 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC | $75.50万 | 0.01% | 88,318 | 385 | 0.4% | $3,291 | 加仓 |
| OII | OCEANEERING INTL INC | $75.40万 | 0.01% | 18,600 | -500 | -2.6% | -$2.03万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $75.30万 | 0.01% | 565 | 205 | 56.9% | $27.32万 | 加仓 |
| UA | UNDER ARMOUR INC | $74.50万 | 0.01% | 119,780 | -4,400 | -3.5% | -$2.74万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $74.50万 | 0.01% | 6,338 | 6,338 | — | $74.50万 | 新建仓 |
| TRU | TRANSUNION | $73.60万 | 0.01% | 10,203 | -1,117 | -9.9% | -$8.06万 | 减仓 |
| FTNT | FORTINET INC | $73.50万 | 0.01% | 4,785 | -100 | -2.0% | -$1.54万 | 减仓 |
| VAL | VALARIS LTD | $72.90万 | 0.01% | 10,036 | -1,683 | -14.4% | -$12.23万 | 减仓 |
| COKE | COCA COLA CONS INC | $72.80万 | 0.01% | 3,811 | -700 | -15.5% | -$13.37万 | 减仓 |
| BALL | BALL CORP | $72.60万 | 0.01% | 11,629 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $72.20万 | 0.01% | 2,823 | -700 | -19.9% | -$17.90万 | 减仓 |
| SBUX | STARBUCKS CORP | $72.00万 | 0.01% | 7,042 | -15,502 | -68.8% | -$158.50万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $71.40万 | 0.01% | 3,976 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $71.20万 | 0.01% | 9,921 | -8,300 | -45.6% | -$59.57万 | 减仓 |
| DLTR | DOLLAR TREE INC | $71.10万 | 0.01% | 5,882 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $70.40万 | 0.01% | 2,695 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $70.30万 | 0.01% | 19,033 | -900 | -4.5% | -$3.32万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $69.60万 | 0.01% | 7,171 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $69.40万 | 0.01% | 3,213 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $68.70万 | 0.01% | 9,906 | -100 | -1.0% | -$6,935 | 减仓 |
| PII | POLARIS INC | $68.50万 | 0.01% | 10,010 | -1,226 | -10.9% | -$8.39万 | 减仓 |
| MMS | MAXIMUS INC | $68.10万 | 0.01% | 12,664 | 300 | 2.4% | $1.61万 | 加仓 |
| ETR | ENTERGY CORP NEW | $67.80万 | 0.01% | 5,900 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $67.20万 | 0.01% | 880 | -40 | -4.3% | -$3.05万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $67.00万 | 0.01% | 6,486 | -200 | -3.0% | -$2.07万 | 减仓 |
| — | SELECT MED HLDGS CORP | $66.30万 | 0.01% | 40,177 | -4,379 | -9.8% | -$7.23万 | 减仓 |
| EMR | EMERSON ELEC CO | $64.20万 | 0.01% | 4,482 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $64.00万 | 0.01% | 8,309 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $63.70万 | 0.01% | 5,700 | -300 | -5.0% | -$3.35万 | 减仓 |
| MMM | 3M CO | $63.00万 | 0.01% | 3,892 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $62.80万 | 0.01% | 39,544 | -298,005 | -88.3% | -$473.26万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $61.60万 | 0.01% | 9,791 | 0 | 0.0% | — | 不变 |