STATE OF MICHIGAN RETIREMENT SYSTEM
EAST LANSING MI · SEC CIK 0000762152
$225.89亿2026Q2 申报市值
960持仓数
31.0%前十大占比 · 第一大 6.3%
34 / 16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
HUBS 加仓+$1.98亿
ADBE 加仓+$1.08亿
SPY 加仓+$1.02亿
AMD 加仓+$1.00亿
LQD 加仓+$9,816.30万
2026Q2 卖出最多 按季末市值估算
TDG 减仓-$8,192.05万
XLV 清仓-$5,934.60万
META 减仓-$4,920.90万
INTC 减仓-$4,710.14万
CI 减仓-$4,096.60万
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 |
|---|---|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP | $221.50万 | 0.01% | 29,868 | -700 | -2.3% | -$5.19万 | 减仓 |
| IT | GARTNER INC | $222.26万 | 0.01% | 17,147 | -3,200 | -15.7% | -$41.48万 | 减仓 |
| CTRE | CARETRUST REIT INC | $223.14万 | 0.01% | 55,300 | 1,500 | 2.8% | $6.05万 | 加仓 |
| OSK | OSHKOSH CORP | $224.20万 | 0.01% | 14,608 | -600 | -3.9% | -$9.21万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $225.44万 | 0.01% | 16,110 | -1,200 | -6.9% | -$16.79万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $226.41万 | 0.01% | 71,807 | -2,000 | -2.7% | -$6.31万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $226.59万 | 0.01% | 14,664 | -500 | -3.3% | -$7.73万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $227.77万 | 0.01% | 22,800 | -1,100 | -4.6% | -$10.99万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $229.79万 | 0.01% | 26,649 | -700 | -2.6% | -$6.04万 | 减仓 |
| NWSA | NEWS CORP NEW | $232.05万 | 0.01% | 93,454 | -3,300 | -3.4% | -$8.19万 | 减仓 |
| FIVE | FIVE BELOW INC | $232.32万 | 0.01% | 12,922 | -400 | -3.0% | -$7.19万 | 减仓 |
| — | TOPBUILD COR | $232.47万 | 0.01% | 6,557 | -200 | -3.0% | -$7.09万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $233.28万 | 0.01% | 7,880 | -200 | -2.5% | -$5.92万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $234.96万 | 0.01% | 49,144 | -1,000 | -2.0% | -$4.78万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $234.96万 | 0.01% | 23,245 | -1,000 | -4.1% | -$10.11万 | 减仓 |
| OGE | OGE ENERGY CORP | $235.10万 | 0.01% | 48,314 | -1,100 | -2.2% | -$5.35万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $235.20万 | 0.01% | 45,100 | 2,400 | 5.6% | $12.52万 | 加仓 |
| PINS | PINTEREST INC | $237.01万 | 0.01% | 112,700 | -28,200 | -20.0% | -$59.30万 | 减仓 |
| CACI | CACI INTL INC | $237.24万 | 0.01% | 5,121 | -200 | -3.8% | -$9.27万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $238.01万 | 0.01% | 34,400 | -1,100 | -3.1% | -$7.61万 | 减仓 |
| R | RYDER SYS INC | $238.18万 | 0.01% | 9,030 | -500 | -5.2% | -$13.19万 | 减仓 |
| UMBF | UMB FINL CORP | $238.99万 | 0.01% | 16,741 | -400 | -2.3% | -$5.71万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $241.76万 | 0.01% | 68,800 | -1,700 | -2.4% | -$5.97万 | 减仓 |
| HL | HECLA MINING COMPANY | $242.10万 | 0.01% | 156,900 | -4,400 | -2.7% | -$6.79万 | 减仓 |
| DCI | DONALDSON INC | $242.90万 | 0.01% | 27,058 | -700 | -2.5% | -$6.28万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $243.64万 | 0.01% | 19,800 | -700 | -3.4% | -$8.61万 | 减仓 |
| SCI | SERVICE CORP INTL | $245.06万 | 0.01% | 32,262 | -1,200 | -3.6% | -$9.12万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $246.07万 | 0.01% | 27,500 | -7,000 | -20.3% | -$62.64万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $246.73万 | 0.01% | 116,879 | -1,400 | -1.2% | -$2.96万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $248.38万 | 0.01% | 74,100 | -4,400 | -5.6% | -$14.75万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $248.41万 | 0.01% | 20,124 | -400 | -1.9% | -$4.94万 | 减仓 |
| DINO | HF SINCLAIR CORP | $249.35万 | 0.01% | 35,800 | -1,800 | -4.8% | -$12.54万 | 减仓 |
| SF | STIFEL FINL CORP | $249.99万 | 0.01% | 35,830 | -900 | -2.5% | -$6.28万 | 减仓 |
| JKHY | HENRY JACK ASSOC INC | $250.30万 | 0.01% | 18,172 | -1,644 | -8.3% | -$22.64万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $250.33万 | 0.01% | 6,395 | -200 | -3.0% | -$7.83万 | 减仓 |
| BXP | BXP INC | $251.03万 | 0.01% | 37,857 | -700 | -1.8% | -$4.64万 | 减仓 |
| SN | SHARKNINJA INC | $251.25万 | 0.01% | 16,500 | 16,500 | — | $251.25万 | 新建仓 |
| COKE | COCA COLA CONS INC | $252.01万 | 0.01% | 13,200 | -400 | -2.9% | -$7.64万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $253.34万 | 0.01% | 15,763 | -400 | -2.5% | -$6.43万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $253.71万 | 0.01% | 12,527 | -300 | -2.3% | -$6.08万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $254.27万 | 0.01% | 66,371 | -1,700 | -2.5% | -$6.51万 | 减仓 |
| CG | CARLYLE GROUP INC | $255.19万 | 0.01% | 60,600 | -1,800 | -2.9% | -$7.58万 | 减仓 |
| ARW | ARROW ELECTRS INC | $255.56万 | 0.01% | 11,975 | -300 | -2.4% | -$6.40万 | 减仓 |
| CR | CRANE COMPANY | $255.91万 | 0.01% | 11,472 | -300 | -2.5% | -$6.69万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $258.63万 | 0.01% | 45,200 | -1,000 | -2.2% | -$5.72万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $260.05万 | 0.01% | 29,815 | -1,700 | -5.4% | -$14.83万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $261.08万 | 0.01% | 38,507 | -400 | -1.0% | -$2.71万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $261.19万 | 0.01% | 54,700 | 54,700 | — | $261.19万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $261.29万 | 0.01% | 78,537 | -1,700 | -2.1% | -$5.66万 | 减仓 |
| AYI | ACUITY INC | $263.44万 | 0.01% | 6,994 | -300 | -4.1% | -$11.30万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $263.69万 | 0.01% | 16,800 | -400 | -2.3% | -$6.28万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $263.94万 | 0.01% | 37,716 | -1,200 | -3.1% | -$8.40万 | 减仓 |
| SAIA | SAIA INC | $264.74万 | 0.01% | 6,286 | -100 | -1.6% | -$4.21万 | 减仓 |
| VMI | VALMONT INDS INC | $265.00万 | 0.01% | 4,588 | -200 | -4.2% | -$11.55万 | 减仓 |
| AES | AES CORP | $267.68万 | 0.01% | 182,595 | -3,400 | -1.8% | -$4.98万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $268.17万 | 0.01% | 32,900 | -800 | -2.4% | -$6.52万 | 减仓 |
| PODD | INSULET CORP | $269.48万 | 0.01% | 17,700 | -700 | -3.8% | -$10.66万 | 减仓 |
| CYTK | CYTOKINETICS INC | $270.90万 | 0.01% | 31,800 | 2,400 | 8.2% | $20.45万 | 加仓 |
| LFUS | LITTELFUSE INC | $271.06万 | 0.01% | 5,953 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $279.54万 | 0.01% | 154,700 | -4,200 | -2.6% | -$7.59万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $279.63万 | 0.01% | 12,330 | -500 | -3.9% | -$11.34万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $280.63万 | 0.01% | 5,299 | -100 | -1.9% | -$5.30万 | 减仓 |
| BAX | BAXTER INTL INC | $281.70万 | 0.01% | 132,128 | -2,300 | -1.7% | -$4.90万 | 减仓 |
| CGNX | COGNEX CORP | $282.10万 | 0.01% | 38,953 | -900 | -2.3% | -$6.52万 | 减仓 |
| HAS | HASBRO INC | $282.56万 | 0.01% | 34,212 | -600 | -1.7% | -$4.96万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $282.86万 | 0.01% | 10,106 | -100 | -1.0% | -$2.80万 | 减仓 |
| TECH | BIO TECHNE CORP | $282.91万 | 0.01% | 40,044 | -700 | -1.7% | -$4.95万 | 减仓 |
| MOG/A | MOOG INC | $283.97万 | 0.01% | 6,700 | -100 | -1.5% | -$4.24万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $284.49万 | 0.01% | 110,956 | -5,800 | -5.0% | -$14.87万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $286.85万 | 0.01% | 11,700 | -300 | -2.5% | -$7.36万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $287.44万 | 0.01% | 116,800 | -2,800 | -2.3% | -$6.89万 | 减仓 |
| GDDY | GODADDY INC | $287.74万 | 0.01% | 33,900 | -1,400 | -4.0% | -$11.88万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $288.41万 | 0.01% | 17,100 | -300 | -1.7% | -$5.06万 | 减仓 |
| CCK | CROWN HLDGS INC | $288.50万 | 0.01% | 25,800 | -1,200 | -4.4% | -$13.42万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $288.73万 | 0.01% | 65,800 | -6,486 | -9.0% | -$28.46万 | 减仓 |
| — | WEBSTER FINL CORP | $289.97万 | 0.01% | 37,944 | -900 | -2.3% | -$6.88万 | 减仓 |
| SOLV | SOLVENTUM CORP | $290.48万 | 0.01% | 37,651 | -4,000 | -9.6% | -$30.86万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $290.81万 | 0.01% | 8,600 | -400 | -4.4% | -$13.53万 | 减仓 |
| PEN | PENUMBRA INC | $290.93万 | 0.01% | 9,214 | -200 | -2.1% | -$6.32万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $292.60万 | 0.01% | 45,400 | -1,200 | -2.6% | -$7.73万 | 减仓 |
| CPT | CAMDEN PPTY TR | $294.24万 | 0.01% | 25,700 | -1,300 | -4.8% | -$14.88万 | 减仓 |
| APA | APA CORPORATION | $294.67万 | 0.01% | 90,473 | -2,200 | -2.4% | -$7.17万 | 减仓 |
| CLX | CLOROX CO DEL | $295.40万 | 0.01% | 30,951 | -600 | -1.9% | -$5.73万 | 减仓 |
| KNX | KNIGHT SWIFT TRANSN HLDGS IN | $296.12万 | 0.01% | 38,027 | -1,000 | -2.6% | -$7.79万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $297.15万 | 0.01% | 15,378 | -500 | -3.1% | -$9.66万 | 减仓 |
| CNH | CNH INDL N V | $297.48万 | 0.01% | 264,900 | 4,300 | 1.7% | $4.83万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $298.36万 | 0.01% | 19,000 | 19,000 | — | $298.36万 | 新建仓 |
| SFIX | STITCH FIX INC | $298.79万 | 0.01% | 726,983 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $298.97万 | 0.01% | 18,808 | -1,000 | -5.0% | -$15.90万 | 减仓 |
| IVZ | INVESCO LTD | $299.52万 | 0.01% | 113,498 | -2,500 | -2.2% | -$6.60万 | 减仓 |
| ALLY | ALLY FINL INC | $299.59万 | 0.01% | 65,200 | -2,400 | -3.6% | -$11.03万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $301.35万 | 0.01% | 63,900 | -1,400 | -2.1% | -$6.60万 | 减仓 |
| UDR | UDR INC | $302.37万 | 0.01% | 75,745 | -2,800 | -3.6% | -$11.18万 | 减仓 |
| DT | DYNATRACE INC | $302.54万 | 0.01% | 68,900 | -2,900 | -4.0% | -$12.73万 | 减仓 |
| TRMB | TRIMBLE INC | $305.66万 | 0.01% | 59,723 | -2,400 | -3.9% | -$12.28万 | 减仓 |
| EVR | EVERCORE INC | $307.47万 | 0.01% | 9,005 | -300 | -3.2% | -$10.24万 | 减仓 |
| UNM | UNUM GROUP | $307.54万 | 0.01% | 34,400 | -2,300 | -6.3% | -$20.56万 | 减仓 |
| SJM | SMUCKER J M CO | $307.56万 | 0.01% | 27,339 | -500 | -1.8% | -$5.63万 | 减仓 |
| ALLE | ALLEGION PLC | $309.47万 | 0.01% | 22,028 | -400 | -1.8% | -$5.62万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $314.00万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |