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 |
|---|---|---|---|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | $260.98万 | 0.01% | 46,200 | 800 | 1.8% | $4.52万 | 加仓 |
| TTD | THE TRADE DESK INC | $260.94万 | 0.01% | 115,000 | -300 | -0.3% | -$6,807 | 减仓 |
| COKE | COCA COLA CONS INC | $260.77万 | 0.01% | 13,600 | 200 | 1.5% | $3.83万 | 加仓 |
| RVTY | REVVITY INC | $259.66万 | 0.01% | 29,638 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $259.25万 | 0.01% | 5,399 | 100 | 1.9% | $4.80万 | 加仓 |
| PINS | PINTEREST INC | $258.41万 | 0.01% | 140,900 | 100 | 0.1% | $1,834 | 加仓 |
| RRC | RANGE RES CORP | $257.46万 | 0.01% | 56,986 | 1,000 | 1.8% | $4.52万 | 加仓 |
| ARMK | ARAMARK | $256.21万 | 0.01% | 63,200 | 1,100 | 1.8% | $4.46万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $255.89万 | 0.01% | 596,477 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $247.45万 | 0.01% | 65,100 | 1,100 | 1.7% | $4.18万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $244.03万 | 0.01% | 11,900 | 300 | 2.6% | $6.15万 | 加仓 |
| DY | DYCOM INDS INC | $243.95万 | 0.01% | 7,200 | 400 | 5.9% | $13.55万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $242.58万 | 0.01% | 24,900 | 24,900 | — | $242.58万 | 新建仓 |
| NWSA | NEWS CORP NEW | $241.21万 | 0.01% | 96,754 | -1,300 | -1.3% | -$3.24万 | 减仓 |
| SFIX | STITCH FIX INC | $240.63万 | 0.01% | 726,983 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $239.93万 | 0.01% | 12,000 | 200 | 1.7% | $4.00万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $238.79万 | 0.01% | 9,000 | 100 | 1.1% | $2.65万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $237.41万 | 0.01% | 12,827 | 200 | 1.6% | $3.70万 | 加仓 |
| — | TOPBUILD COR | $237.37万 | 0.01% | 6,757 | 200 | 3.1% | $7.03万 | 加仓 |
| OGE | OGE ENERGY CORP | $236.99万 | 0.01% | 49,414 | 1,800 | 3.8% | $8.63万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $235.86万 | 0.01% | 17,200 | 300 | 1.8% | $4.11万 | 加仓 |
| DCI | DONALDSON INC | $235.58万 | 0.01% | 27,758 | 400 | 1.5% | $3.39万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $235.49万 | 0.01% | 38,074 | 700 | 1.9% | $4.33万 | 加仓 |
| DINO | HF SINCLAIR CORP | $234.59万 | 0.01% | 37,600 | 700 | 1.9% | $4.37万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $234.52万 | 0.01% | 24,245 | 500 | 2.1% | $4.84万 | 加仓 |
| GMED | GLOBUS MED INC | $230.57万 | 0.01% | 26,761 | 400 | 1.5% | $3.45万 | 加仓 |
| GME | GAMESTOP CORP | $228.56万 | 0.01% | 99,200 | 1,800 | 1.8% | $4.15万 | 加仓 |
| DOCU | DOCUSIGN INC | $228.52万 | 0.01% | 48,200 | 700 | 1.5% | $3.32万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $226.29万 | 0.01% | 29,000 | -2,000 | -6.5% | -$15.61万 | 减仓 |
| BAX | BAXTER INTL INC | $225.84万 | 0.01% | 134,428 | -5,700 | -4.1% | -$9.58万 | 减仓 |
| FOX | FOX CORP | $225.31万 | 0.01% | 42,431 | -1,900 | -4.3% | -$10.09万 | 减仓 |
| KNX | KNIGHT SWIFT TRANSN HLDGS IN | $224.72万 | 0.01% | 39,027 | 700 | 1.8% | $4.03万 | 加仓 |
| FLS | FLOWSERVE CORP | $224.71万 | 0.01% | 30,568 | 500 | 1.7% | $3.68万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $224.57万 | 0.01% | 16,163 | 300 | 1.9% | $4.17万 | 加仓 |
| SAIA | SAIA INC | $224.33万 | 0.01% | 6,386 | 100 | 1.6% | $3.51万 | 加仓 |
| CNM | CORE MAIN INC | $224.28万 | 0.01% | 45,400 | 300 | 0.7% | $1.48万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $224.14万 | 0.01% | 22,072 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $223.88万 | 0.01% | 15,208 | 300 | 2.0% | $4.42万 | 加仓 |
| — | CHART INDS INC | $223.29万 | 0.01% | 10,800 | 400 | 3.8% | $8.27万 | 加仓 |
| RMBS | RAMBUS INC DEL | $222.82万 | 0.01% | 25,900 | 500 | 2.0% | $4.30万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $221.32万 | 0.01% | 12,830 | -100 | -0.8% | -$1.73万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $221.18万 | 0.01% | 118,279 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $221.12万 | 0.01% | 23,900 | 100 | 0.4% | $9,252 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $221.07万 | 0.01% | 17,310 | 300 | 1.8% | $3.83万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $219.17万 | 0.01% | 78,500 | 1,500 | 1.9% | $4.19万 | 加仓 |
| TTC | TORO CO | $218.95万 | 0.01% | 23,432 | 300 | 1.3% | $2.80万 | 加仓 |
| ORI | OLD REP INTL CORP | $218.56万 | 0.01% | 54,778 | 1,000 | 1.9% | $3.99万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $217.99万 | 0.01% | 20,524 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $217.09万 | 0.01% | 28,800 | 1,700 | 6.3% | $12.81万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $215.28万 | 0.01% | 22,912 | 1,600 | 7.5% | $15.03万 | 加仓 |
| OC | OWENS CORNING NEW | $214.36万 | 0.01% | 19,808 | 400 | 2.1% | $4.33万 | 加仓 |
| TECH | BIO TECHNE CORP | $212.93万 | 0.01% | 40,744 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $212.56万 | 0.01% | 73,807 | 1,500 | 2.1% | $4.32万 | 加仓 |
| MOS | MOSAIC CO | $211.42万 | 0.01% | 82,908 | -200 | -0.2% | -$5,100 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $211.30万 | 0.01% | 33,700 | 33,700 | — | $211.30万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $210.05万 | 0.01% | 44,700 | 4,900 | 12.3% | $23.03万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $208.35万 | 0.01% | 38,907 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $207.87万 | 0.01% | 15,164 | 100 | 0.7% | $1.37万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $204.55万 | 0.01% | 35,500 | 600 | 1.7% | $3.46万 | 加仓 |
| AYI | ACUITY INC | $204.39万 | 0.01% | 7,294 | 100 | 1.4% | $2.80万 | 加仓 |
| LFUS | LITTELFUSE INC | $202.02万 | 0.01% | 5,953 | 100 | 1.7% | $3.39万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $201.37万 | 0.01% | 42,700 | 42,700 | — | $201.37万 | 新建仓 |
| CR | CRANE COMPANY | $201.30万 | 0.01% | 11,772 | 200 | 1.7% | $3.42万 | 加仓 |
| CUBE | CUBESMART | $201.21万 | 0.01% | 54,900 | 1,000 | 1.9% | $3.67万 | 加仓 |
| BXP | BXP INC | $200.11万 | 0.01% | 38,557 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $199.00万 | 0.01% | 6,800 | 6,800 | — | $199.00万 | 新建仓 |
| MUSA | MURPHY USA INC | $198.77万 | 0.01% | 4,024 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $197.18万 | 0.01% | 53,800 | 53,800 | — | $197.18万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $196.37万 | 0.01% | 124,915 | -300 | -0.2% | -$4,716 | 减仓 |
| — | MASIMO CORP | $195.59万 | 0.01% | 10,996 | 200 | 1.9% | $3.56万 | 加仓 |
| ATR | APTARGROUP INC | $195.46万 | 0.01% | 15,510 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $195.34万 | 0.01% | 14,427 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $195.24万 | 0.01% | 39,853 | 200 | 0.5% | $9,798 | 加仓 |
| R | RYDER SYS INC | $195.09万 | 0.01% | 9,530 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $194.87万 | 0.01% | 71,041 | 400 | 0.6% | $1.10万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $194.79万 | 0.01% | 13,700 | 300 | 2.2% | $4.27万 | 加仓 |
| CAVA | CAVA GROUP INC | $194.16万 | 0.01% | 24,000 | 400 | 1.7% | $3.24万 | 加仓 |
| CYTK | CYTOKINETICS INC | $193.78万 | 0.01% | 29,400 | 500 | 1.7% | $3.30万 | 加仓 |
| AOS | SMITH A O CORP | $193.42万 | 0.01% | 29,333 | -300 | -1.0% | -$1.98万 | 减仓 |
| PRI | PRIMERICA INC | $193.35万 | 0.01% | 7,719 | 200 | 2.7% | $5.01万 | 加仓 |
| UMBF | UMB FINL CORP | $193.33万 | 0.01% | 17,141 | 300 | 1.8% | $3.38万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $193.01万 | 0.01% | 26,188 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $192.11万 | 0.01% | 14,431 | 200 | 1.4% | $2.66万 | 加仓 |
| NNN | NNN REIT INC | $192.01万 | 0.01% | 45,684 | 800 | 1.8% | $3.36万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $191.45万 | 0.01% | 6,595 | 100 | 1.5% | $2.90万 | 加仓 |
| VMI | VALMONT INDS INC | $191.31万 | 0.01% | 4,788 | 100 | 2.1% | $4.00万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $190.49万 | 0.01% | 44,238 | -100 | -0.2% | -$4,306 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $189.52万 | 0.01% | 80,237 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $189.01万 | 0.01% | 40,718 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $188.97万 | 0.01% | 62,740 | 1,000 | 1.6% | $3.01万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $188.14万 | 0.01% | 13,100 | 200 | 1.6% | $2.87万 | 加仓 |
| UGI | UGI CORP NEW | $188.14万 | 0.01% | 51,658 | 900 | 1.8% | $3.28万 | 加仓 |
| HRL | HORMEL FOODS CORP | $187.26万 | 0.01% | 82,675 | -100 | -0.1% | -$2,265 | 减仓 |
| IDCC | INTERDIGITAL INC | $187.24万 | 0.01% | 6,200 | 6,200 | — | $187.24万 | 新建仓 |
| IDA | IDACORP INC | $186.15万 | 0.01% | 13,020 | 200 | 1.6% | $2.86万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $185.91万 | 0.01% | 6,719 | 100 | 1.5% | $2.77万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $185.58万 | 0.01% | 50,144 | -3,300 | -6.2% | -$12.21万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $184.41万 | 0.01% | 83,442 | 1,300 | 1.6% | $2.87万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $184.36万 | 0.01% | 31,868 | 600 | 1.9% | $3.47万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $183.15万 | 0.01% | 28,338 | 500 | 1.8% | $3.23万 | 加仓 |