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 |
|---|---|---|---|---|---|---|---|---|
| ITT | ITT INC | $413.89万 | 0.02% | 20,929 | 200 | 1.0% | $3.96万 | 加仓 |
| NXT | NEXTPOWER INC | $413.42万 | 0.02% | 34,700 | -1,000 | -2.8% | -$11.91万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $413.37万 | 0.02% | 32,022 | -1,100 | -3.3% | -$14.20万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $410.30万 | 0.02% | 36,703 | -1,100 | -2.9% | -$12.30万 | 减仓 |
| NDSN | NORDSON CORP | $408.82万 | 0.02% | 13,551 | -300 | -2.2% | -$9.05万 | 减仓 |
| ALB | ALBEMARLE CORP | $407.89万 | 0.02% | 30,207 | -600 | -1.9% | -$8.10万 | 减仓 |
| TLN | TALEN ENERGY CORP | $407.32万 | 0.02% | 10,600 | -400 | -3.6% | -$15.37万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $406.19万 | 0.02% | 29,660 | -800 | -2.6% | -$10.96万 | 减仓 |
| RL | RALPH LAUREN CORP | $396.59万 | 0.02% | 9,880 | -200 | -2.0% | -$8.03万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $395.74万 | 0.02% | 23,481 | -700 | -2.9% | -$11.80万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $394.29万 | 0.02% | 38,292 | 900 | 2.4% | $9.27万 | 加仓 |
| WCC | WESCO INTL INC | $393.79万 | 0.02% | 11,400 | -300 | -2.6% | -$10.36万 | 减仓 |
| SITM | SITIME CORP | $387.69万 | 0.02% | 5,200 | -100 | -1.9% | -$7.46万 | 减仓 |
| COO | COOPER COS INC | $386.83万 | 0.02% | 53,944 | 2,700 | 5.3% | $19.36万 | 加仓 |
| HST | HOST HOTELS RESORTS INC | $386.78万 | 0.02% | 163,129 | -3,900 | -2.3% | -$9.25万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $386.03万 | 0.02% | 49,238 | -1,300 | -2.6% | -$10.19万 | 减仓 |
| APG | API GROUP CORP | $381.79万 | 0.02% | 90,150 | -2,200 | -2.4% | -$9.32万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $381.39万 | 0.02% | 37,806 | 1,600 | 4.4% | $16.14万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $380.51万 | 0.02% | 30,199 | -500 | -1.6% | -$6.30万 | 减仓 |
| RGLD | ROYAL GOLD INC | $380.22万 | 0.02% | 19,048 | -400 | -2.1% | -$7.98万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $377.84万 | 0.02% | 71,765 | -2,200 | -3.0% | -$11.58万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $377.77万 | 0.02% | 20,193 | -1,000 | -4.7% | -$18.71万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $377.69万 | 0.02% | 176,493 | -5,100 | -2.8% | -$10.91万 | 减仓 |
| SWK | STANLEY BLACK DECKER INC | $373.95万 | 0.02% | 39,731 | -700 | -1.7% | -$6.59万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $373.36万 | 0.02% | 105,500 | -3,000 | -2.8% | -$10.62万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $371.60万 | 0.02% | 15,601 | -400 | -2.5% | -$9.53万 | 减仓 |
| TOL | TOLL BROTHERS INC | $364.53万 | 0.02% | 22,126 | -700 | -3.1% | -$11.53万 | 减仓 |
| TRU | TRANSUNION | $362.14万 | 0.02% | 50,200 | 3,900 | 8.4% | $28.13万 | 加仓 |
| GL | GLOBE LIFE INC | $354.43万 | 0.02% | 19,836 | -1,000 | -4.8% | -$17.87万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $354.32万 | 0.02% | 14,704 | 100 | 0.7% | $2.41万 | 加仓 |
| DY | DYCOM INDS INC | $353.91万 | 0.02% | 7,000 | -200 | -2.8% | -$10.11万 | 减仓 |
| SMTC | SEMTECH CORP | $352.83万 | 0.02% | 21,800 | 21,800 | — | $352.83万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $352.52万 | 0.02% | 596,477 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $352.43万 | 0.02% | 76,301 | -2,700 | -3.4% | -$12.47万 | 减仓 |
| DTM | DT MIDSTREAM INC | $350.05万 | 0.02% | 23,855 | -600 | -2.5% | -$8.80万 | 减仓 |
| ARMK | ARAMARK | $349.94万 | 0.02% | 61,500 | -1,700 | -2.7% | -$9.67万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $348.61万 | 0.02% | 15,370 | -600 | -3.8% | -$13.61万 | 减仓 |
| RPM | RPM INTL INC | $348.10万 | 0.02% | 31,318 | -700 | -2.2% | -$7.78万 | 减仓 |
| ROL | ROLLINS INC | $347.10万 | 0.02% | 83,158 | 100 | 0.1% | $4,174 | 加仓 |
| PNR | PENTAIR PLC | $346.99万 | 0.02% | 45,264 | 2,500 | 5.8% | $19.16万 | 加仓 |
| CLH | CLEAN HARBORS INC | $346.76万 | 0.02% | 11,607 | -500 | -4.1% | -$14.94万 | 减仓 |
| CSL | CARLISLE COS INC | $343.60万 | 0.02% | 9,472 | -1,100 | -10.4% | -$39.90万 | 减仓 |
| WSO | WATSCO INC | $341.01万 | 0.02% | 8,183 | -200 | -2.4% | -$8.33万 | 减仓 |
| AIZ | ASSURANT INC | $340.15万 | 0.02% | 12,667 | -400 | -3.1% | -$10.74万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $339.56万 | 0.02% | 12,789 | -500 | -3.8% | -$13.28万 | 减仓 |
| OVV | OVINTIV INC | $339.07万 | 0.02% | 64,400 | -2,400 | -3.6% | -$12.64万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $338.93万 | 0.02% | 184,100 | 5,900 | 3.3% | $10.86万 | 加仓 |
| ECHO | ECHOSTAR CORP | $338.00万 | 0.01% | 33,300 | 600 | 1.8% | $6.09万 | 加仓 |
| REG | REGENCY CTRS CORP | $336.53万 | 0.01% | 42,204 | -600 | -1.4% | -$4.78万 | 减仓 |
| RMBS | RAMBUS INC DEL | $335.83万 | 0.01% | 25,300 | -600 | -2.3% | -$7.96万 | 减仓 |
| PTC | PTC INC | $335.76万 | 0.01% | 29,554 | -1,500 | -4.8% | -$17.04万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $335.09万 | 0.01% | 10,811 | -500 | -4.4% | -$15.50万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $332.15万 | 0.01% | 69,663 | -1,500 | -2.1% | -$7.15万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $331.85万 | 0.01% | 8,900 | -200 | -2.2% | -$7.46万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $329.14万 | 0.01% | 30,761 | -500 | -1.6% | -$5.35万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $328.71万 | 0.01% | 37,100 | -1,100 | -2.9% | -$9.75万 | 减仓 |
| MKC | MCCORMICK CO INC | $327.78万 | 0.01% | 65,010 | -1,200 | -1.8% | -$6.05万 | 减仓 |
| ASML | ASML HLDG NV | $327.46万 | 0.01% | 1,646 | 1,646 | — | $327.46万 | 新建仓 |
| GLPI | GAMING LEISURE P | $327.30万 | 0.01% | 73,500 | -1,200 | -1.6% | -$5.34万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $326.46万 | 0.01% | 15,352 | -500 | -3.2% | -$10.63万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $324.11万 | 0.01% | 16,100 | -1,200 | -6.9% | -$24.16万 | 减仓 |
| AA | ALCOA CORP | $321.57万 | 0.01% | 61,675 | -600 | -1.0% | -$3.13万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $320.94万 | 0.01% | 12,191 | -1,600 | -11.6% | -$42.12万 | 减仓 |
| CSGP | COSTAR GROUP INC | $320.87万 | 0.01% | 113,300 | -3,200 | -2.7% | -$9.06万 | 减仓 |
| EXEL | EXELIXIS INC | $320.02万 | 0.01% | 58,816 | -3,700 | -5.9% | -$20.13万 | 减仓 |
| BWA | BORGWARNER INC | $318.72万 | 0.01% | 48,000 | -1,800 | -3.6% | -$11.95万 | 减仓 |
| MLI | MUELLER INDS INC | $318.39万 | 0.01% | 25,900 | -800 | -3.0% | -$9.83万 | 减仓 |
| AVY | AVERY DENNISON CORP | $317.99万 | 0.01% | 19,587 | -1,400 | -6.7% | -$22.73万 | 减仓 |
| RVTY | REVVITY INC | $317.51万 | 0.01% | 28,538 | -1,100 | -3.7% | -$12.24万 | 减仓 |
| GGG | GRACO INC | $317.29万 | 0.01% | 41,964 | -1,000 | -2.3% | -$7.56万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $317.23万 | 0.01% | 20,338 | -600 | -2.9% | -$9.36万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $316.94万 | 0.01% | 10,837 | -400 | -3.6% | -$11.70万 | 减仓 |
| SANM | SANMINA CORP | $316.35万 | 0.01% | 12,500 | 12,500 | — | $316.35万 | 新建仓 |
| NTNX | NUTANIX INC | $315.95万 | 0.01% | 62,000 | -3,100 | -4.8% | -$15.80万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $315.79万 | 0.01% | 9,965 | -500 | -4.8% | -$15.85万 | 减仓 |
| FOXA | FOX CORP | $315.63万 | 0.01% | 60,512 | 300 | 0.5% | $1.56万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $314.00万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $309.47万 | 0.01% | 22,028 | -400 | -1.8% | -$5.62万 | 减仓 |
| SJM | SMUCKER J M CO | $307.56万 | 0.01% | 27,339 | -500 | -1.8% | -$5.63万 | 减仓 |
| UNM | UNUM GROUP | $307.54万 | 0.01% | 34,400 | -2,300 | -6.3% | -$20.56万 | 减仓 |
| EVR | EVERCORE INC | $307.47万 | 0.01% | 9,005 | -300 | -3.2% | -$10.24万 | 减仓 |
| TRMB | TRIMBLE INC | $305.66万 | 0.01% | 59,723 | -2,400 | -3.9% | -$12.28万 | 减仓 |
| DT | DYNATRACE INC | $302.54万 | 0.01% | 68,900 | -2,900 | -4.0% | -$12.73万 | 减仓 |
| UDR | UDR INC | $302.37万 | 0.01% | 75,745 | -2,800 | -3.6% | -$11.18万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $301.35万 | 0.01% | 63,900 | -1,400 | -2.1% | -$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 |
| IVZ | INVESCO LTD | $299.52万 | 0.01% | 113,498 | -2,500 | -2.2% | -$6.60万 | 减仓 |
| OC | OWENS CORNING NEW | $298.97万 | 0.01% | 18,808 | -1,000 | -5.0% | -$15.90万 | 减仓 |
| SFIX | STITCH FIX INC | $298.79万 | 0.01% | 726,983 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $298.36万 | 0.01% | 19,000 | 19,000 | — | $298.36万 | 新建仓 |
| CNH | CNH INDL N V | $297.48万 | 0.01% | 264,900 | 4,300 | 1.7% | $4.83万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $297.15万 | 0.01% | 15,378 | -500 | -3.1% | -$9.66万 | 减仓 |
| KNX | KNIGHT SWIFT TRANSN HLDGS IN | $296.12万 | 0.01% | 38,027 | -1,000 | -2.6% | -$7.79万 | 减仓 |
| CLX | CLOROX CO DEL | $295.40万 | 0.01% | 30,951 | -600 | -1.9% | -$5.73万 | 减仓 |
| APA | APA CORPORATION | $294.67万 | 0.01% | 90,473 | -2,200 | -2.4% | -$7.17万 | 减仓 |
| CPT | CAMDEN PPTY TR | $294.24万 | 0.01% | 25,700 | -1,300 | -4.8% | -$14.88万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $292.60万 | 0.01% | 45,400 | -1,200 | -2.6% | -$7.73万 | 减仓 |
| PEN | PENUMBRA INC | $290.93万 | 0.01% | 9,214 | -200 | -2.1% | -$6.32万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $290.81万 | 0.01% | 8,600 | -400 | -4.4% | -$13.53万 | 减仓 |
| SOLV | SOLVENTUM CORP | $290.48万 | 0.01% | 37,651 | -4,000 | -9.6% | -$30.86万 | 减仓 |