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 |
|---|---|---|---|---|---|---|---|---|
| POR | PORTLAND GEN ELEC CO | $143.01万 | 0.01% | 27,100 | 500 | 1.9% | $2.64万 | 加仓 |
| MSA | MSA SAFETY INC | $143.54万 | 0.01% | 8,755 | 100 | 1.2% | $1.64万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $143.55万 | 0.01% | 15,980 | 300 | 1.9% | $2.69万 | 加仓 |
| FNB | F N B CORP | $143.71万 | 0.01% | 85,951 | 1,300 | 1.5% | $2.17万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $144.30万 | 0.01% | 83,800 | 1,500 | 1.8% | $2.58万 | 加仓 |
| LAD | LITHIA MTRS INC | $144.51万 | 0.01% | 5,787 | 100 | 1.8% | $2.50万 | 加仓 |
| GATX | GATX CORP | $147.04万 | 0.01% | 8,612 | 200 | 2.4% | $3.41万 | 加仓 |
| MIDD | MIDDLEBY CORP | $147.43万 | 0.01% | 11,120 | 200 | 1.8% | $2.65万 | 加仓 |
| WH | WYNDHAM HOTELS RESORTS INC | $147.46万 | 0.01% | 18,153 | 300 | 1.7% | $2.44万 | 加仓 |
| THG | HANOVER INS GROUP INC | $147.90万 | 0.01% | 8,532 | 100 | 1.2% | $1.73万 | 加仓 |
| HXL | HEXCEL CORP NEW | $148.08万 | 0.01% | 18,297 | -500 | -2.7% | -$4.05万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $148.10万 | 0.01% | 24,564 | 500 | 2.1% | $3.01万 | 加仓 |
| LEA | LEAR CORP | $148.38万 | 0.01% | 12,255 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $148.76万 | 0.01% | 20,000 | 400 | 2.0% | $2.98万 | 加仓 |
| RGEN | REPLIGEN CORP | $150.26万 | 0.01% | 12,753 | 200 | 1.6% | $2.36万 | 加仓 |
| ACI | ALBERTSONS COS INC | $151.66万 | 0.01% | 89,000 | -4,500 | -4.8% | -$7.67万 | 减仓 |
| VAL | VALARIS LTD | $151.96万 | 0.01% | 15,500 | 200 | 1.3% | $1.96万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $152.12万 | 0.01% | 29,613 | 400 | 1.4% | $2.05万 | 加仓 |
| TKR | TIMKEN CO | $153.10万 | 0.01% | 15,223 | 200 | 1.3% | $2.01万 | 加仓 |
| ENS | ENERSYS | $154.12万 | 0.01% | 8,872 | 100 | 1.1% | $1.74万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $154.51万 | 0.01% | 22,616 | 100 | 0.4% | $6,832 | 加仓 |
| CHWY | CHEWY INC | $154.98万 | 0.01% | 57,400 | 4,200 | 7.9% | $11.34万 | 加仓 |
| BROS | DUTCH BROS INC | $155.02万 | 0.01% | 30,600 | -149,400 | -83.0% | -$756.86万 | 重新持有 |
| MP | MP MATERIALS CORP | $156.36万 | 0.01% | 32,400 | 600 | 1.9% | $2.90万 | 加仓 |
| ULS | UL SOLUTIONS INC | $159.42万 | 0.01% | 18,600 | 800 | 4.5% | $6.86万 | 加仓 |
| TEX | TEREX CORP NEW | $161.45万 | 0.01% | 27,318 | 11,800 | 76.0% | $69.74万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $162.12万 | 0.01% | 32,952 | 2,400 | 7.9% | $11.81万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $163.23万 | 0.01% | 24,297 | 1,800 | 8.0% | $12.09万 | 加仓 |
| NOV | NOV INC | $163.23万 | 0.01% | 86,777 | 600 | 0.7% | $1.13万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $163.40万 | 0.01% | 14,600 | 200 | 1.4% | $2.24万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $163.62万 | 0.01% | 17,300 | 300 | 1.8% | $2.84万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $164.16万 | 0.01% | 68,800 | -1,800 | -2.5% | -$4.29万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $164.25万 | 0.01% | 26,737 | 500 | 1.9% | $3.07万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $164.32万 | 0.01% | 39,816 | 800 | 2.1% | $3.30万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $164.38万 | 0.01% | 7,897 | 100 | 1.3% | $2.08万 | 加仓 |
| CART | MAPLEBEAR INC | $165.57万 | 0.01% | 44,200 | 800 | 1.8% | $3.00万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $165.88万 | 0.01% | 46,000 | 1,900 | 4.3% | $6.85万 | 加仓 |
| AGCO | AGCO CORP | $167.52万 | 0.01% | 14,458 | -200 | -1.4% | -$2.32万 | 减仓 |
| SSD | SIMPSON MFG INC | $170.37万 | 0.01% | 9,927 | 100 | 1.0% | $1.72万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $170.66万 | 0.01% | 158,900 | 2,900 | 1.9% | $3.11万 | 加仓 |
| INGR | INGREDION INC | $171.11万 | 0.01% | 15,188 | 200 | 1.3% | $2.25万 | 加仓 |
| HQY | HEALTHEQUITY INC | $171.50万 | 0.01% | 20,522 | 200 | 1.0% | $1.67万 | 加仓 |
| POOL | POOL CORP | $172.24万 | 0.01% | 8,513 | -100 | -1.2% | -$2.02万 | 减仓 |
| ALV | AUTOLIV INC | $173.51万 | 0.01% | 16,500 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $173.53万 | 0.01% | 13,059 | 300 | 2.4% | $3.99万 | 加仓 |
| ERIE | ERIE INDTY CO | $174.21万 | 0.01% | 6,932 | -100 | -1.4% | -$2.51万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $175.00万 | 0.01% | 24,700 | 300 | 1.2% | $2.13万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $175.12万 | 0.01% | 9,315 | 100 | 1.1% | $1.88万 | 加仓 |
| SEIC | SEI INVTS CO | $175.68万 | 0.01% | 22,388 | 400 | 1.8% | $3.14万 | 加仓 |
| ARW | ARROW ELECTRS INC | $176.04万 | 0.01% | 12,275 | 100 | 0.8% | $1.43万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $177.03万 | 0.01% | 12,241 | 200 | 1.7% | $2.89万 | 加仓 |
| MTDR | MATADOR RES CO | $177.54万 | 0.01% | 28,100 | 500 | 1.8% | $3.16万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $180.45万 | 0.01% | 23,396 | 400 | 1.7% | $3.09万 | 加仓 |
| FLR | FLUOR CORP | $180.99万 | 0.01% | 38,797 | 700 | 1.8% | $3.27万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $181.27万 | 0.01% | 55,382 | 500 | 0.9% | $1.64万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $181.77万 | 0.01% | 79,725 | 900 | 1.1% | $2.05万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $182.62万 | 0.01% | 5,345 | 100 | 1.9% | $3.42万 | 加仓 |
| SITM | SITIME CORP | $183.04万 | 0.01% | 5,300 | 5,300 | — | $183.04万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $183.15万 | 0.01% | 28,338 | 500 | 1.8% | $3.23万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $184.36万 | 0.01% | 31,868 | 600 | 1.9% | $3.47万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $184.41万 | 0.01% | 83,442 | 1,300 | 1.6% | $2.87万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $185.58万 | 0.01% | 50,144 | -3,300 | -6.2% | -$12.21万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $185.91万 | 0.01% | 6,719 | 100 | 1.5% | $2.77万 | 加仓 |
| IDA | IDACORP INC | $186.15万 | 0.01% | 13,020 | 200 | 1.6% | $2.86万 | 加仓 |
| IDCC | INTERDIGITAL INC | $187.24万 | 0.01% | 6,200 | 6,200 | — | $187.24万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $187.26万 | 0.01% | 82,675 | -100 | -0.1% | -$2,265 | 减仓 |
| UGI | UGI CORP NEW | $188.14万 | 0.01% | 51,658 | 900 | 1.8% | $3.28万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $188.14万 | 0.01% | 13,100 | 200 | 1.6% | $2.87万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $188.97万 | 0.01% | 62,740 | 1,000 | 1.6% | $3.01万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $189.01万 | 0.01% | 40,718 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $189.52万 | 0.01% | 80,237 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $190.49万 | 0.01% | 44,238 | -100 | -0.2% | -$4,306 | 减仓 |
| VMI | VALMONT INDS INC | $191.31万 | 0.01% | 4,788 | 100 | 2.1% | $4.00万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $191.45万 | 0.01% | 6,595 | 100 | 1.5% | $2.90万 | 加仓 |
| NNN | NNN REIT INC | $192.01万 | 0.01% | 45,684 | 800 | 1.8% | $3.36万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $192.11万 | 0.01% | 14,431 | 200 | 1.4% | $2.66万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $193.01万 | 0.01% | 26,188 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $193.33万 | 0.01% | 17,141 | 300 | 1.8% | $3.38万 | 加仓 |
| PRI | PRIMERICA INC | $193.35万 | 0.01% | 7,719 | 200 | 2.7% | $5.01万 | 加仓 |
| AOS | SMITH A O CORP | $193.42万 | 0.01% | 29,333 | -300 | -1.0% | -$1.98万 | 减仓 |
| CYTK | CYTOKINETICS INC | $193.78万 | 0.01% | 29,400 | 500 | 1.7% | $3.30万 | 加仓 |
| CAVA | CAVA GROUP INC | $194.16万 | 0.01% | 24,000 | 400 | 1.7% | $3.24万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $194.79万 | 0.01% | 13,700 | 300 | 2.2% | $4.27万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $194.87万 | 0.01% | 71,041 | 400 | 0.6% | $1.10万 | 加仓 |
| R | RYDER SYS INC | $195.09万 | 0.01% | 9,530 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $195.24万 | 0.01% | 39,853 | 200 | 0.5% | $9,798 | 加仓 |
| EPAM | EPAM SYS INC | $195.34万 | 0.01% | 14,427 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $195.46万 | 0.01% | 15,510 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $195.59万 | 0.01% | 10,996 | 200 | 1.9% | $3.56万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $196.37万 | 0.01% | 124,915 | -300 | -0.2% | -$4,716 | 减仓 |
| CTRE | CARETRUST REIT INC | $197.18万 | 0.01% | 53,800 | 53,800 | — | $197.18万 | 新建仓 |
| MUSA | MURPHY USA INC | $198.77万 | 0.01% | 4,024 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $199.00万 | 0.01% | 6,800 | 6,800 | — | $199.00万 | 新建仓 |
| BXP | BXP INC | $200.11万 | 0.01% | 38,557 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $201.21万 | 0.01% | 54,900 | 1,000 | 1.9% | $3.67万 | 加仓 |
| CR | CRANE COMPANY | $201.30万 | 0.01% | 11,772 | 200 | 1.7% | $3.42万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $201.37万 | 0.01% | 42,700 | 42,700 | — | $201.37万 | 新建仓 |
| LFUS | LITTELFUSE INC | $202.02万 | 0.01% | 5,953 | 100 | 1.7% | $3.39万 | 加仓 |
| AYI | ACUITY INC | $204.39万 | 0.01% | 7,294 | 100 | 1.4% | $2.80万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $204.55万 | 0.01% | 35,500 | 600 | 1.7% | $3.46万 | 加仓 |