STATE OF MICHIGAN RETIREMENT SYSTEM
EAST LANSING MI · SEC CIK 0000762152
$189.33亿2026Q1 申报市值
941持仓数
32.2%前十大占比 · 第一大 6.7%
15 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ADBE 加仓+$1.70亿
CHTR 加仓+$8,751.45万
KR 加仓+$6,458.13万
DUOL 加仓+$6,237.58万
FDS 加仓+$4,454.54万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$3.96亿
NVDA 减仓-$1.42亿
GOOGL 减仓-$9,457.85万
AAPL 减仓-$7,189.87万
MSFT 减仓-$6,514.99万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DBX | DROPBOX INC | $95.42万 | 0.01% | 42,000 | 800 | 1.9% | $1.82万 | 加仓 |
| BRKR | BRUKER CORP | $96.42万 | 0.01% | 26,693 | 500 | 1.9% | $1.81万 | 加仓 |
| HRB | BLOCK H R INC | $96.71万 | 0.01% | 30,468 | 600 | 2.0% | $1.90万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $97.21万 | 0.01% | 10,605 | 200 | 1.9% | $1.83万 | 加仓 |
| HLNE | HAMILTON LANE INC | $97.41万 | 0.01% | 9,800 | 100 | 1.0% | $9,940 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $97.78万 | 0.01% | 14,828 | 300 | 2.1% | $1.98万 | 加仓 |
| VNO | VORNADO RLTY TR | $100.06万 | 0.01% | 38,500 | 400 | 1.0% | $1.04万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $100.12万 | 0.01% | 39,463 | 600 | 1.5% | $1.52万 | 加仓 |
| POST | POST HLDGS INC | $100.31万 | 0.01% | 10,147 | -1,100 | -9.8% | -$10.87万 | 减仓 |
| ANF | ABERCROMBIE FITCH CO | $100.51万 | 0.01% | 11,000 | -100 | -0.9% | -$9,137 | 减仓 |
| CROX | CROCS INC | $100.77万 | 0.01% | 12,138 | -100 | -0.8% | -$8,302 | 减仓 |
| FHI | FEDERATED HERMES INC | $100.81万 | 0.01% | 17,776 | 300 | 1.7% | $1.70万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $101.07万 | 0.01% | 10,652 | -100 | -0.9% | -$9,488 | 减仓 |
| MSM | MSC INDL DIRECT INC | $101.17万 | 0.01% | 10,965 | 200 | 1.9% | $1.85万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $101.51万 | 0.01% | 27,600 | 200 | 0.7% | $7,356 | 加仓 |
| NOVT | NOVANTA INC | $101.57万 | 0.01% | 8,600 | 100 | 1.2% | $1.18万 | 加仓 |
| THO | THOR INDS INC | $101.60万 | 0.01% | 12,718 | 300 | 2.4% | $2.40万 | 加仓 |
| ASB | ASSOCIATED BANC CORP | $101.83万 | 0.01% | 39,378 | 700 | 1.8% | $1.81万 | 加仓 |
| SLM | SLM CORP | $102.55万 | 0.01% | 47,899 | -100 | -0.2% | -$2,141 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $102.72万 | 0.01% | 38,159 | 600 | 1.6% | $1.62万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $103.04万 | 0.01% | 10,855 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $103.11万 | 0.01% | 30,615 | 600 | 2.0% | $2.02万 | 加仓 |
| BCO | BRINKS CO | $103.39万 | 0.01% | 9,977 | 200 | 2.0% | $2.07万 | 加仓 |
| WING | WINGSTOP INC | $103.40万 | 0.01% | 6,672 | 100 | 1.5% | $1.55万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $107.29万 | 0.01% | 15,507 | 300 | 2.0% | $2.08万 | 加仓 |
| MAT | MATTEL INC | $108.73万 | 0.01% | 74,833 | 1,400 | 1.9% | $2.03万 | 加仓 |
| BDC | BELDEN INC | $109.07万 | 0.01% | 9,498 | 200 | 2.2% | $2.30万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $109.17万 | 0.01% | 14,481 | 200 | 1.4% | $1.51万 | 加仓 |
| MTN | VAIL RESORTS INC | $110.36万 | 0.01% | 8,600 | 100 | 1.2% | $1.28万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $111.00万 | 0.01% | 15,258 | 300 | 2.0% | $2.18万 | 加仓 |
| KNF | KNIFE RIVER CORP | $111.49万 | 0.01% | 13,655 | 300 | 2.2% | $2.45万 | 加仓 |
| KBR | KBR INC | $112.46万 | 0.01% | 30,511 | 500 | 1.7% | $1.84万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $112.79万 | 0.01% | 28,942 | 600 | 2.1% | $2.34万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $113.14万 | 0.01% | 10,472 | 100 | 1.0% | $1.08万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $113.22万 | 0.01% | 6,659 | 100 | 1.5% | $1.70万 | 加仓 |
| BC | BRUNSWICK CORP | $114.01万 | 0.01% | 15,670 | 300 | 2.0% | $2.18万 | 加仓 |
| PATH | UIPATH INC | $114.33万 | 0.01% | 103,000 | 103,000 | — | $114.33万 | 新建仓 |
| BYD | BOYD GAMING CORP | $114.43万 | 0.01% | 13,924 | 300 | 2.2% | $2.47万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $114.47万 | 0.01% | 51,401 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $114.78万 | 0.01% | 25,012 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $115.02万 | 0.01% | 52,640 | 900 | 1.7% | $1.97万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $115.10万 | 0.01% | 37,800 | 300 | 0.8% | $9,135 | 加仓 |
| M | MACYS INC | $115.72万 | 0.01% | 63,970 | 500 | 0.8% | $9,045 | 加仓 |
| CLF | CLEVELAND CLIFFS INC NEW | $115.96万 | 0.01% | 137,227 | 2,600 | 1.9% | $2.20万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $116.63万 | 0.01% | 60,649 | 1,700 | 2.9% | $3.27万 | 加仓 |
| NEU | NEWMARKET CORP | $117.74万 | 0.01% | 1,837 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $117.78万 | 0.01% | 45,600 | 45,600 | — | $117.78万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $118.14万 | 0.01% | 44,681 | -2,500 | -5.3% | -$6.61万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $118.57万 | 0.01% | 44,030 | 800 | 1.9% | $2.15万 | 加仓 |
| VNT | VONTIER CORPORATION | $121.01万 | 0.01% | 34,115 | -200 | -0.6% | -$7,094 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $121.36万 | 0.01% | 16,000 | 300 | 1.9% | $2.28万 | 加仓 |
| AVT | AVNET INC | $121.42万 | 0.01% | 19,705 | 500 | 2.6% | $3.08万 | 加仓 |
| AN | AUTONATION INC | $122.00万 | 0.01% | 6,248 | -200 | -3.1% | -$3.91万 | 减仓 |
| BIO | BIO RAD LABS INC | $122.65万 | 0.01% | 4,400 | 100 | 2.3% | $2.79万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $123.15万 | 0.01% | 27,349 | 500 | 1.9% | $2.25万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $123.62万 | 0.01% | 35,100 | 700 | 2.0% | $2.47万 | 加仓 |
| OGS | ONE GAS INC | $124.06万 | 0.01% | 14,404 | 200 | 1.4% | $1.72万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $124.77万 | 0.01% | 6,900 | 200 | 3.0% | $3.62万 | 加仓 |
| BSY | BENTLEY SYS INC | $125.73万 | 0.01% | 35,800 | 600 | 1.7% | $2.11万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $126.16万 | 0.01% | 19,840 | 100 | 0.5% | $6,359 | 加仓 |
| RLI | RLI CORP | $126.24万 | 0.01% | 22,132 | 400 | 1.8% | $2.28万 | 加仓 |
| BKH | BLACK HILLS CORP | $126.33万 | 0.01% | 18,200 | 400 | 2.2% | $2.78万 | 加仓 |
| WEX | WEX INC | $126.64万 | 0.01% | 8,275 | 200 | 2.5% | $3.06万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $127.89万 | 0.01% | 52,095 | 900 | 1.8% | $2.21万 | 加仓 |
| SON | SONOCO PRODS CO | $128.47万 | 0.01% | 23,751 | 400 | 1.7% | $2.16万 | 加仓 |
| AVTR | AVANTOR INC | $128.65万 | 0.01% | 164,100 | 3,000 | 1.9% | $2.35万 | 加仓 |
| CHE | CHEMED CORP NEW | $128.77万 | 0.01% | 3,409 | 100 | 3.0% | $3.78万 | 加仓 |
| SR | SPIRE INC | $128.89万 | 0.01% | 14,236 | 300 | 2.2% | $2.72万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $128.97万 | 0.01% | 14,000 | 200 | 1.4% | $1.84万 | 加仓 |
| FCN | FTI CONSULTING INC | $129.11万 | 0.01% | 7,304 | 200 | 2.8% | $3.54万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $130.97万 | 0.01% | 8,170 | 100 | 1.2% | $1.60万 | 加仓 |
| FND | FLOOR DECOR HLDGS INC | $131.57万 | 0.01% | 25,900 | 400 | 1.6% | $2.03万 | 加仓 |
| GAP | GAP INC | $132.20万 | 0.01% | 54,630 | 1,100 | 2.1% | $2.66万 | 加仓 |
| CNX | CNX RES CORP | $132.23万 | 0.01% | 34,302 | 2,400 | 7.5% | $9.25万 | 加仓 |
| ESAB | ESAB CORPORATION | $132.44万 | 0.01% | 13,702 | 200 | 1.5% | $1.93万 | 加仓 |
| MUR | MURPHY OIL CORP | $133.02万 | 0.01% | 32,247 | 500 | 1.6% | $2.06万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $133.37万 | 0.01% | 24,285 | 500 | 2.1% | $2.75万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $134.02万 | 0.01% | 22,933 | 100 | 0.4% | $5,844 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $134.08万 | 0.01% | 15,429 | 200 | 1.3% | $1.74万 | 加仓 |
| VFC | V F CORP | $134.39万 | 0.01% | 79,100 | 1,500 | 1.9% | $2.55万 | 加仓 |
| DVA | DAVITA INC | $134.46万 | 0.01% | 8,749 | -500 | -5.4% | -$7.68万 | 减仓 |
| AAON | AAON INC | $134.88万 | 0.01% | 16,300 | 300 | 1.9% | $2.48万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $136.25万 | 0.01% | 14,803 | 300 | 2.1% | $2.76万 | 加仓 |
| OKLO | OKLO INC | $136.37万 | 0.01% | 27,500 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $136.60万 | 0.01% | 38,500 | 700 | 1.9% | $2.48万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $136.83万 | 0.01% | 23,495 | 400 | 1.7% | $2.33万 | 加仓 |
| TXNM | TXNM ENERGY INC | $137.90万 | 0.01% | 23,589 | 400 | 1.7% | $2.34万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $138.19万 | 0.01% | 30,936 | 500 | 1.6% | $2.23万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $138.64万 | 0.01% | 52,817 | -100 | -0.2% | -$2,625 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $139.22万 | 0.01% | 33,613 | 500 | 1.5% | $2.07万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $139.60万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $140.95万 | 0.01% | 7,700 | 200 | 2.7% | $3.66万 | 加仓 |
| RYN | RAYONIER INC | $141.40万 | 0.01% | 68,572 | 31,807 | 86.5% | $65.59万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $141.44万 | 0.01% | 115,181 | 1,900 | 1.7% | $2.33万 | 加仓 |
| G | GENPACT LIMITED | $141.86万 | 0.01% | 38,084 | 200 | 0.5% | $7,450 | 加仓 |
| H | HYATT HOTELS CORP | $142.35万 | 0.01% | 9,900 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $142.38万 | 0.01% | 51,400 | 1,000 | 2.0% | $2.77万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $142.64万 | 0.01% | 83,953 | 900 | 1.1% | $1.53万 | 加仓 |
| EXP | EAGLE MATLS INC | $142.64万 | 0.01% | 7,529 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $142.73万 | 0.01% | 27,527 | 500 | 1.9% | $2.59万 | 加仓 |