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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | $366.39万 | 0.02% | 51,244 | -800 | -1.5% | -$5.72万 | 减仓 |
| INVH | INVITATION HOMES INC | $366.04万 | 0.02% | 147,300 | -400 | -0.3% | -$9,940 | 减仓 |
| GGG | GRACO INC | $363.69万 | 0.02% | 42,964 | 700 | 1.7% | $5.93万 | 加仓 |
| AVY | AVERY DENNISON CORP | $362.40万 | 0.02% | 20,987 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $353.61万 | 0.02% | 33,122 | 600 | 1.8% | $6.41万 | 加仓 |
| CSL | CARLISLE COS INC | $352.70万 | 0.02% | 10,572 | -100 | -0.9% | -$3.34万 | 减仓 |
| FOXA | FOX CORP | $351.64万 | 0.02% | 60,212 | -2,100 | -3.4% | -$12.26万 | 减仓 |
| TLN | TALEN ENERGY CORP | $351.15万 | 0.02% | 11,000 | 200 | 1.9% | $6.38万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $348.85万 | 0.02% | 17,300 | -100 | -0.6% | -$2.02万 | 减仓 |
| CLH | CLEAN HARBORS INC | $347.14万 | 0.02% | 12,107 | 200 | 1.7% | $5.73万 | 加仓 |
| RL | RALPH LAUREN CORP | $346.74万 | 0.02% | 10,080 | -100 | -1.0% | -$3.44万 | 减仓 |
| OKTA | OKTA INC | $344.75万 | 0.02% | 43,800 | 1,000 | 2.3% | $7.87万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $344.22万 | 0.02% | 11,311 | 200 | 1.8% | $6.09万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $344.21万 | 0.02% | 15,500 | 400 | 2.6% | $8.88万 | 加仓 |
| GEN | GEN DIGITAL INC | $334.56万 | 0.02% | 177,675 | -3,000 | -1.7% | -$5.65万 | 减仓 |
| MKC | MCCORMICK CO INC | $333.96万 | 0.02% | 66,210 | -100 | -0.2% | -$5,044 | 减仓 |
| GLPI | GAMING LEISURE P | $331.44万 | 0.02% | 74,700 | 1,200 | 1.6% | $5.32万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $331.00万 | 0.02% | 13,289 | 300 | 2.3% | $7.47万 | 加仓 |
| DTM | DT MIDSTREAM INC | $329.34万 | 0.02% | 24,455 | 400 | 1.7% | $5.39万 | 加仓 |
| CLX | CLOROX CO DEL | $326.96万 | 0.02% | 31,551 | -400 | -1.3% | -$4.15万 | 减仓 |
| ALLE | ALLEGION PLC | $325.86万 | 0.02% | 22,428 | -100 | -0.4% | -$1.45万 | 减仓 |
| NYT | NEW YORK TIMES CO | $325.84万 | 0.02% | 38,916 | 700 | 1.8% | $5.86万 | 加仓 |
| HAS | HASBRO INC | $325.84万 | 0.02% | 34,812 | -100 | -0.3% | -$9,360 | 减仓 |
| REG | REGENCY CTRS CORP | $323.86万 | 0.02% | 42,804 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $323.82万 | 0.02% | 37,803 | 700 | 1.9% | $6.00万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $323.63万 | 0.02% | 15,852 | 300 | 1.9% | $6.12万 | 加仓 |
| IT | GARTNER INC | $322.17万 | 0.02% | 20,347 | -400 | -1.9% | -$6.33万 | 减仓 |
| MAS | MASCO CORP | $321.27万 | 0.02% | 53,217 | -1,200 | -2.2% | -$7.24万 | 减仓 |
| TRU | TRANSUNION | $320.35万 | 0.02% | 46,300 | 400 | 0.9% | $2.77万 | 加仓 |
| WCC | WESCO INTL INC | $320.14万 | 0.02% | 11,700 | 200 | 1.7% | $5.47万 | 加仓 |
| HST | HOST HOTELS RESORTS INC | $320.03万 | 0.02% | 167,029 | -400 | -0.2% | -$7,664 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $319.69万 | 0.02% | 140,400 | 100 | 0.1% | $2,277 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $318.56万 | 0.02% | 24,181 | 600 | 2.5% | $7.90万 | 加仓 |
| RPM | RPM INTL INC | $318.26万 | 0.02% | 32,018 | 500 | 1.6% | $4.97万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $316.67万 | 0.02% | 15,970 | 300 | 1.9% | $5.95万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $314.95万 | 0.02% | 31,261 | 0 | 0.0% | — | 不变 |
| PSNL | PERSONALIS INC | $314.55万 | 0.02% | 493,798 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK ASSOC INC | $313.17万 | 0.02% | 19,816 | -100 | -0.5% | -$1.58万 | 减仓 |
| KTOS | KRATOS DEFENSE SEC SOLUTIO | $313.06万 | 0.02% | 44,400 | 4,500 | 11.3% | $31.73万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $311.88万 | 0.02% | 36,206 | 36,206 | — | $311.88万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $311.84万 | 0.02% | 71,163 | 1,300 | 1.9% | $5.70万 | 加仓 |
| TOL | TOLL BROTHERS INC | $311.51万 | 0.02% | 22,826 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $311.05万 | 0.02% | 10,465 | -400 | -3.7% | -$11.89万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $310.17万 | 0.02% | 31,515 | 400 | 1.3% | $3.94万 | 加仓 |
| PEN | PENUMBRA INC | $309.13万 | 0.02% | 9,414 | 200 | 2.2% | $6.57万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $306.60万 | 0.02% | 20,500 | 400 | 2.0% | $5.98万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $305.76万 | 0.02% | 32,962 | 600 | 1.9% | $5.57万 | 加仓 |
| WSO | WATSCO INC | $304.97万 | 0.02% | 8,383 | 100 | 1.2% | $3.64万 | 加仓 |
| FIVE | FIVE BELOW INC | $304.38万 | 0.02% | 13,322 | 300 | 2.3% | $6.85万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $304.03万 | 0.02% | 18,021 | 100 | 0.6% | $1.69万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $302.86万 | 0.02% | 65,300 | 1,200 | 1.9% | $5.57万 | 加仓 |
| CG | CARLYLE GROUP INC | $301.95万 | 0.02% | 62,400 | 1,100 | 1.8% | $5.32万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $301.38万 | 0.02% | 7,400 | 100 | 1.4% | $4.07万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $300.55万 | 0.02% | 108,500 | 5,000 | 4.8% | $13.85万 | 加仓 |
| HL | HECLA MINING COMPANY | $300.50万 | 0.02% | 161,300 | 2,900 | 1.8% | $5.40万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $299.63万 | 0.02% | 16,001 | 300 | 1.9% | $5.62万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $299.20万 | 0.02% | 70,500 | 1,200 | 1.7% | $5.09万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $299.17万 | 0.02% | 15,316 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $298.36万 | 0.02% | 181,593 | -300 | -0.2% | -$4,929 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $298.29万 | 0.02% | 17,400 | -100 | -0.6% | -$1.71万 | 减仓 |
| MLI | MUELLER INDS INC | $295.84万 | 0.02% | 26,700 | 500 | 1.9% | $5.54万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $293.67万 | 0.02% | 9,100 | 9,100 | — | $293.67万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $293.05万 | 0.02% | 16,374 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $291.83万 | 0.02% | 35,300 | -100 | -0.3% | -$8,267 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $290.93万 | 0.02% | 38,200 | 38,200 | — | $290.93万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $290.88万 | 0.02% | 46,600 | 800 | 1.7% | $4.99万 | 加仓 |
| GL | GLOBE LIFE INC | $289.97万 | 0.02% | 20,836 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $289.90万 | 0.02% | 8,080 | -100 | -1.2% | -$3.59万 | 减仓 |
| CACI | CACI INTL INC | $289.39万 | 0.02% | 5,321 | 100 | 1.9% | $5.44万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $288.34万 | 0.02% | 13,791 | -400 | -2.8% | -$8.36万 | 减仓 |
| SWK | STANLEY BLACK DECKER INC | $287.30万 | 0.02% | 40,431 | -100 | -0.2% | -$7,106 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $286.81万 | 0.02% | 145,000 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $286.66万 | 0.02% | 260,600 | 14,300 | 5.8% | $15.73万 | 重新持有 |
| ELAN | ELANCO ANIMAL HEALTH INC | $286.20万 | 0.02% | 119,600 | 2,200 | 1.9% | $5.26万 | 加仓 |
| AIZ | ASSURANT INC | $284.61万 | 0.02% | 13,067 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $284.04万 | 0.02% | 34,500 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $281.76万 | 0.01% | 115,998 | -500 | -0.4% | -$1.21万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $280.08万 | 0.01% | 13,900 | 300 | 2.2% | $6.04万 | 加仓 |
| EVR | EVERCORE INC | $277.76万 | 0.01% | 9,305 | 200 | 2.2% | $5.97万 | 加仓 |
| SCI | SERVICE CORP INTL | $276.10万 | 0.01% | 33,462 | 300 | 0.9% | $2.48万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $276.09万 | 0.01% | 14,604 | 200 | 1.4% | $3.78万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $274.12万 | 0.01% | 68,071 | 1,200 | 1.8% | $4.83万 | 加仓 |
| SOLV | SOLVENTUM CORP | $271.98万 | 0.01% | 41,651 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $271.51万 | 0.01% | 36,730 | 600 | 1.7% | $4.43万 | 加仓 |
| CCK | CROWN HLDGS INC | $270.68万 | 0.01% | 27,000 | 100 | 0.4% | $1.00万 | 加仓 |
| BWA | BORGWARNER INC | $270.21万 | 0.01% | 49,800 | -800 | -1.6% | -$4.34万 | 减仓 |
| — | WEBSTER FINL CORP | $269.65万 | 0.01% | 38,844 | 700 | 1.8% | $4.86万 | 加仓 |
| SJM | SMUCKER J M CO | $268.48万 | 0.01% | 27,839 | -6,422 | -18.7% | -$61.93万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $268.25万 | 0.01% | 72,286 | 500 | 0.7% | $1.86万 | 加仓 |
| EXEL | EXELIXIS INC | $268.13万 | 0.01% | 62,516 | -800 | -1.3% | -$3.43万 | 减仓 |
| UNM | UNUM GROUP | $268.02万 | 0.01% | 36,700 | 300 | 0.8% | $2.19万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $265.74万 | 0.01% | 116,756 | 400 | 0.3% | $9,104 | 加仓 |
| DT | DYNATRACE INC | $265.52万 | 0.01% | 71,800 | 600 | 0.8% | $2.22万 | 加仓 |
| UDR | UDR INC | $265.32万 | 0.01% | 78,545 | -200 | -0.3% | -$6,756 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $265.20万 | 0.01% | 20,938 | 400 | 1.9% | $5.07万 | 加仓 |
| ALLY | ALLY FINL INC | $265.19万 | 0.01% | 67,600 | 1,400 | 2.1% | $5.49万 | 加仓 |
| CPT | CAMDEN PPTY TR | $263.68万 | 0.01% | 27,000 | -900 | -3.2% | -$8.79万 | 减仓 |
| ACM | AECOM | $263.59万 | 0.01% | 31,076 | -200 | -0.6% | -$1.70万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $262.21万 | 0.01% | 15,878 | 200 | 1.3% | $3.30万 | 加仓 |
| AES | AES CORP | $262.07万 | 0.01% | 185,995 | -400 | -0.2% | -$5,636 | 减仓 |