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 |
|---|---|---|---|---|---|---|---|---|
| SNA | SNAP ON INC | $571.05万 | 0.03% | 15,722 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $570.70万 | 0.03% | 43,954 | -100 | -0.2% | -$1.30万 | 减仓 |
| STE | STERIS PLC | $567.15万 | 0.03% | 25,648 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $566.82万 | 0.03% | 31,478 | -600 | -1.9% | -$10.80万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $562.87万 | 0.03% | 28,721 | -400 | -1.4% | -$7.84万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $558.52万 | 0.03% | 94,425 | -800 | -0.8% | -$4.73万 | 减仓 |
| TWLO | TWILIO INC | $554.87万 | 0.03% | 44,100 | 700 | 1.6% | $8.81万 | 加仓 |
| ALB | ALBEMARLE CORP | $553.08万 | 0.03% | 30,807 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $549.87万 | 0.03% | 36,658 | -200 | -0.5% | -$3.00万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $548.22万 | 0.03% | 35,808 | -400 | -1.1% | -$6.12万 | 减仓 |
| XPO | XPO INC | $547.50万 | 0.03% | 28,142 | 400 | 1.4% | $7.78万 | 加仓 |
| FFIV | F5 INC | $546.49万 | 0.03% | 18,888 | -400 | -2.1% | -$11.57万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $545.82万 | 0.03% | 38,108 | -100 | -0.3% | -$1.43万 | 减仓 |
| EVRG | EVERGY INC | $543.79万 | 0.03% | 66,381 | -100 | -0.2% | -$8,192 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $538.25万 | 0.03% | 59,713 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $536.33万 | 0.03% | 80,919 | -800 | -1.0% | -$5.30万 | 减仓 |
| VRSN | VERISIGN INC | $535.94万 | 0.03% | 21,579 | -300 | -1.4% | -$7.45万 | 减仓 |
| CPAY | CORPAY INC | $532.05万 | 0.03% | 18,284 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $529.38万 | 0.03% | 264,028 | 1,600 | 0.6% | $3.21万 | 加仓 |
| GIS | GENERAL MILLS INC | $518.85万 | 0.03% | 139,402 | -200 | -0.1% | -$7,444 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $515.85万 | 0.03% | 144,496 | -300 | -0.2% | -$1.07万 | 减仓 |
| FTV | FORTIVE CORP | $514.99万 | 0.03% | 93,160 | -1,300 | -1.4% | -$7.19万 | 减仓 |
| PKG | PACKAGING CORP AMER | $514.91万 | 0.03% | 24,263 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $514.68万 | 0.03% | 30,992 | 100 | 0.3% | $1.66万 | 加仓 |
| WWD | WOODWARD INC | $512.18万 | 0.03% | 14,310 | 100 | 0.7% | $3.58万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $510.18万 | 0.03% | 111,394 | -2,800 | -2.5% | -$12.82万 | 减仓 |
| L | LOEWS CORP | $507.57万 | 0.03% | 47,552 | -200 | -0.4% | -$2.13万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS FRAGRA | $503.61万 | 0.03% | 69,415 | -100 | -0.1% | -$7,255 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $503.53万 | 0.03% | 55,880 | -700 | -1.2% | -$6.31万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $502.87万 | 0.03% | 55,615 | -100 | -0.2% | -$9,042 | 减仓 |
| APTV | APTIV PLC | $502.39万 | 0.03% | 72,349 | -1,000 | -1.4% | -$6.94万 | 减仓 |
| AMCR | AMCOR PLC | $499.40万 | 0.03% | 125,634 | 125,634 | — | $499.40万 | 新建仓 |
| BRO | BROWN BROWN INC | $498.54万 | 0.03% | 76,451 | -400 | -0.5% | -$2.61万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $498.45万 | 0.03% | 49,800 | -1,100 | -2.2% | -$11.01万 | 减仓 |
| RGLD | ROYAL GOLD INC | $494.93万 | 0.03% | 19,448 | 300 | 1.6% | $7.63万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $494.91万 | 0.03% | 30,460 | -100 | -0.3% | -$1.62万 | 减仓 |
| USFD | US FOODS HLDG CORP | $489.64万 | 0.03% | 53,100 | 400 | 0.8% | $3.69万 | 加仓 |
| TXT | TEXTRON INC | $488.33万 | 0.03% | 55,771 | -600 | -1.1% | -$5.25万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $487.65万 | 0.03% | 19,456 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $485.13万 | 0.03% | 183,000 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $482.03万 | 0.03% | 128,303 | -7,100 | -5.2% | -$26.67万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $481.93万 | 0.03% | 67,159 | -100 | -0.1% | -$7,176 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $479.19万 | 0.03% | 27,842 | -100 | -0.4% | -$1.72万 | 减仓 |
| BBY | BEST BUY INC | $477.67万 | 0.03% | 74,403 | -200 | -0.3% | -$1.28万 | 减仓 |
| ATI | ATI INC | $475.65万 | 0.03% | 32,700 | 600 | 1.9% | $8.73万 | 加仓 |
| MTZ | MASTEC INC | $474.21万 | 0.03% | 14,739 | 200 | 1.4% | $6.43万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $472.98万 | 0.02% | 12,000 | 200 | 1.7% | $7.88万 | 加仓 |
| GPN | GLOBAL PMTS INC | $470.28万 | 0.02% | 69,878 | 200 | 0.3% | $1.35万 | 加仓 |
| CSGP | COSTAR GROUP INC | $469.96万 | 0.02% | 116,500 | -300 | -0.3% | -$1.21万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $463.19万 | 0.02% | 64,538 | 200 | 0.3% | $1.44万 | 加仓 |
| MRNA | MODERNA INC | $461.47万 | 0.02% | 90,841 | -200 | -0.2% | -$1.02万 | 减仓 |
| WY | WEYERHAEUSER CO | $459.72万 | 0.02% | 188,177 | -500 | -0.3% | -$1.22万 | 减仓 |
| CNC | CENTENE CORP DEL | $459.43万 | 0.02% | 140,327 | -200 | -0.1% | -$6,548 | 减仓 |
| NVT | NVENT ELEC PLC | $459.00万 | 0.02% | 38,806 | 700 | 1.8% | $8.28万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $455.48万 | 0.02% | 21,495 | -200 | -0.9% | -$4.24万 | 减仓 |
| ILMN | ILLUMINA INC | $453.60万 | 0.02% | 36,800 | 700 | 1.9% | $8.63万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $449.88万 | 0.02% | 22,000 | 400 | 1.9% | $8.18万 | 加仓 |
| FN | FABRINET | $448.51万 | 0.02% | 8,600 | 100 | 1.2% | $5.22万 | 加仓 |
| BALL | BALL CORP | $447.47万 | 0.02% | 75,701 | -200 | -0.3% | -$1.18万 | 减仓 |
| P | EVERPURE INC | $445.75万 | 0.02% | 75,500 | 1,700 | 2.3% | $10.04万 | 加仓 |
| ROL | ROLLINS INC | $443.61万 | 0.02% | 83,058 | -100 | -0.1% | -$5,341 | 减仓 |
| PTC | PTC INC | $442.49万 | 0.02% | 31,054 | -300 | -1.0% | -$4.27万 | 减仓 |
| — | HOLOGIC INC | $439.67万 | 0.02% | 58,165 | -100 | -0.2% | -$7,559 | 减仓 |
| WPC | WP CAREY INC | $432.23万 | 0.02% | 63,600 | 900 | 1.4% | $6.12万 | 加仓 |
| LII | LENNOX INTL INC | $431.64万 | 0.02% | 9,300 | -100 | -1.1% | -$4.64万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $430.56万 | 0.02% | 37,489 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $430.36万 | 0.02% | 35,700 | 600 | 1.7% | $7.23万 | 加仓 |
| ENTG | ENTEGRIS INC | $429.10万 | 0.02% | 36,600 | 800 | 2.2% | $9.38万 | 加仓 |
| RBA | RB GLOBAL INC | $428.45万 | 0.02% | 44,700 | 800 | 1.8% | $7.67万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $425.66万 | 0.02% | 79,001 | -700 | -0.9% | -$3.77万 | 减仓 |
| AA | ALCOA CORP | $413.07万 | 0.02% | 62,275 | 1,100 | 1.8% | $7.30万 | 加仓 |
| RBC | RBC BEARINGS INC | $412.77万 | 0.02% | 7,600 | 200 | 2.7% | $10.86万 | 加仓 |
| CDW | CDW CORP | $412.01万 | 0.02% | 34,045 | 0 | 0.0% | — | 不变 |
| MAA | MID AMER APT CMNTYS INC | $411.53万 | 0.02% | 33,699 | -200 | -0.6% | -$2.44万 | 减仓 |
| INCY | INCYTE CORP | $410.92万 | 0.02% | 43,659 | 500 | 1.2% | $4.71万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $408.01万 | 0.02% | 16,860 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $406.51万 | 0.02% | 300,899 | -600 | -0.2% | -$8,106 | 减仓 |
| TRMB | TRIMBLE INC | $405.23万 | 0.02% | 62,123 | -200 | -0.3% | -$1.30万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $400.86万 | 0.02% | 189,531 | 11,500 | 6.5% | $24.32万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $399.93万 | 0.02% | 21,193 | 400 | 1.9% | $7.55万 | 加仓 |
| OVV | OVINTIV INC | $396.52万 | 0.02% | 66,800 | 7,000 | 11.7% | $41.55万 | 加仓 |
| KIM | KIMCO REALTY CORP | $395.77万 | 0.02% | 176,133 | -1,200 | -0.7% | -$2.70万 | 减仓 |
| ITT | ITT INC | $394.95万 | 0.02% | 20,729 | 600 | 3.0% | $11.43万 | 加仓 |
| APA | APA CORPORATION | $393.30万 | 0.02% | 92,673 | -200 | -0.2% | -$8,488 | 减仓 |
| EG | EVEREST GROUP LTD | $392.58万 | 0.02% | 12,011 | -400 | -3.2% | -$13.07万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $390.74万 | 0.02% | 30,699 | -600 | -1.9% | -$7.64万 | 减仓 |
| SSYS | STRATASYS LTD | $390.50万 | 0.02% | 500,000 | -317,503 | -38.8% | -$247.97万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $387.73万 | 0.02% | 10,206 | -100 | -1.0% | -$3.80万 | 减仓 |
| PODD | INSULET CORP | $386.11万 | 0.02% | 18,400 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $384.73万 | 0.02% | 11,237 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $384.18万 | 0.02% | 36,329 | -100 | -0.3% | -$1.06万 | 减仓 |
| RS | RELIANCE INC | $382.85万 | 0.02% | 12,597 | 200 | 1.6% | $6.08万 | 加仓 |
| ECHO | ECHOSTAR CORP | $382.82万 | 0.02% | 32,700 | 900 | 2.8% | $10.54万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $379.92万 | 0.02% | 178,200 | 14,100 | 8.6% | $30.06万 | 加仓 |
| APG | API GROUP CORP | $374.20万 | 0.02% | 92,350 | 4,900 | 5.6% | $19.85万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $373.58万 | 0.02% | 50,538 | 900 | 1.8% | $6.65万 | 加仓 |
| PNR | PENTAIR PLC | $372.52万 | 0.02% | 42,764 | -100 | -0.2% | -$8,711 | 减仓 |
| IEX | IDEX CORP | $371.14万 | 0.02% | 19,580 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC | $370.91万 | 0.02% | 16,140 | 300 | 1.9% | $6.89万 | 加仓 |
| NDSN | NORDSON CORP | $368.52万 | 0.02% | 13,851 | -100 | -0.7% | -$2.66万 | 减仓 |