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 |
|---|---|---|---|---|---|---|---|---|
| SITM | SITIME CORP | $183.04万 | 0.01% | 5,300 | 5,300 | — | $183.04万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $182.62万 | 0.01% | 5,345 | 100 | 1.9% | $3.42万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $181.77万 | 0.01% | 79,725 | 900 | 1.1% | $2.05万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $181.27万 | 0.01% | 55,382 | 500 | 0.9% | $1.64万 | 加仓 |
| FLR | FLUOR CORP | $180.99万 | 0.01% | 38,797 | 700 | 1.8% | $3.27万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $180.45万 | 0.01% | 23,396 | 400 | 1.7% | $3.09万 | 加仓 |
| MTDR | MATADOR RES CO | $177.54万 | 0.01% | 28,100 | 500 | 1.8% | $3.16万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $177.03万 | 0.01% | 12,241 | 200 | 1.7% | $2.89万 | 加仓 |
| ARW | ARROW ELECTRS INC | $176.04万 | 0.01% | 12,275 | 100 | 0.8% | $1.43万 | 加仓 |
| SEIC | SEI INVTS CO | $175.68万 | 0.01% | 22,388 | 400 | 1.8% | $3.14万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $175.12万 | 0.01% | 9,315 | 100 | 1.1% | $1.88万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $175.00万 | 0.01% | 24,700 | 300 | 1.2% | $2.13万 | 加仓 |
| ERIE | ERIE INDTY CO | $174.21万 | 0.01% | 6,932 | -100 | -1.4% | -$2.51万 | 减仓 |
| KEX | KIRBY CORP | $173.53万 | 0.01% | 13,059 | 300 | 2.4% | $3.99万 | 加仓 |
| ALV | AUTOLIV INC | $173.51万 | 0.01% | 16,500 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $172.24万 | 0.01% | 8,513 | -100 | -1.2% | -$2.02万 | 减仓 |
| HQY | HEALTHEQUITY INC | $171.50万 | 0.01% | 20,522 | 200 | 1.0% | $1.67万 | 加仓 |
| INGR | INGREDION INC | $171.11万 | 0.01% | 15,188 | 200 | 1.3% | $2.25万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $170.66万 | 0.01% | 158,900 | 2,900 | 1.9% | $3.11万 | 加仓 |
| SSD | SIMPSON MFG INC | $170.37万 | 0.01% | 9,927 | 100 | 1.0% | $1.72万 | 加仓 |
| AGCO | AGCO CORP | $167.52万 | 0.01% | 14,458 | -200 | -1.4% | -$2.32万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $165.88万 | 0.01% | 46,000 | 1,900 | 4.3% | $6.85万 | 加仓 |
| CART | MAPLEBEAR INC | $165.57万 | 0.01% | 44,200 | 800 | 1.8% | $3.00万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $164.38万 | 0.01% | 7,897 | 100 | 1.3% | $2.08万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $164.32万 | 0.01% | 39,816 | 800 | 2.1% | $3.30万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $164.25万 | 0.01% | 26,737 | 500 | 1.9% | $3.07万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $164.16万 | 0.01% | 68,800 | -1,800 | -2.5% | -$4.29万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $163.62万 | 0.01% | 17,300 | 300 | 1.8% | $2.84万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $163.40万 | 0.01% | 14,600 | 200 | 1.4% | $2.24万 | 加仓 |
| NOV | NOV INC | $163.23万 | 0.01% | 86,777 | 600 | 0.7% | $1.13万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $163.23万 | 0.01% | 24,297 | 1,800 | 8.0% | $12.09万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $162.12万 | 0.01% | 32,952 | 2,400 | 7.9% | $11.81万 | 加仓 |
| TEX | TEREX CORP NEW | $161.45万 | 0.01% | 27,318 | 11,800 | 76.0% | $69.74万 | 加仓 |
| ULS | UL SOLUTIONS INC | $159.42万 | 0.01% | 18,600 | 800 | 4.5% | $6.86万 | 加仓 |
| MP | MP MATERIALS CORP | $156.36万 | 0.01% | 32,400 | 600 | 1.9% | $2.90万 | 加仓 |
| BROS | DUTCH BROS INC | $155.02万 | 0.01% | 30,600 | -149,400 | -83.0% | -$756.86万 | 重新持有 |
| CHWY | CHEWY INC | $154.98万 | 0.01% | 57,400 | 4,200 | 7.9% | $11.34万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $154.51万 | 0.01% | 22,616 | 100 | 0.4% | $6,832 | 加仓 |
| ENS | ENERSYS | $154.12万 | 0.01% | 8,872 | 100 | 1.1% | $1.74万 | 加仓 |
| TKR | TIMKEN CO | $153.10万 | 0.01% | 15,223 | 200 | 1.3% | $2.01万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $152.12万 | 0.01% | 29,613 | 400 | 1.4% | $2.05万 | 加仓 |
| VAL | VALARIS LTD | $151.96万 | 0.01% | 15,500 | 200 | 1.3% | $1.96万 | 加仓 |
| ACI | ALBERTSONS COS INC | $151.66万 | 0.01% | 89,000 | -4,500 | -4.8% | -$7.67万 | 减仓 |
| RGEN | REPLIGEN CORP | $150.26万 | 0.01% | 12,753 | 200 | 1.6% | $2.36万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $148.76万 | 0.01% | 20,000 | 400 | 2.0% | $2.98万 | 加仓 |
| LEA | LEAR CORP | $148.38万 | 0.01% | 12,255 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $148.10万 | 0.01% | 24,564 | 500 | 2.1% | $3.01万 | 加仓 |
| HXL | HEXCEL CORP NEW | $148.08万 | 0.01% | 18,297 | -500 | -2.7% | -$4.05万 | 减仓 |
| THG | HANOVER INS GROUP INC | $147.90万 | 0.01% | 8,532 | 100 | 1.2% | $1.73万 | 加仓 |
| WH | WYNDHAM HOTELS RESORTS INC | $147.46万 | 0.01% | 18,153 | 300 | 1.7% | $2.44万 | 加仓 |
| MIDD | MIDDLEBY CORP | $147.43万 | 0.01% | 11,120 | 200 | 1.8% | $2.65万 | 加仓 |
| GATX | GATX CORP | $147.04万 | 0.01% | 8,612 | 200 | 2.4% | $3.41万 | 加仓 |
| LAD | LITHIA MTRS INC | $144.51万 | 0.01% | 5,787 | 100 | 1.8% | $2.50万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $144.30万 | 0.01% | 83,800 | 1,500 | 1.8% | $2.58万 | 加仓 |
| FNB | F N B CORP | $143.71万 | 0.01% | 85,951 | 1,300 | 1.5% | $2.17万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $143.55万 | 0.01% | 15,980 | 300 | 1.9% | $2.69万 | 加仓 |
| MSA | MSA SAFETY INC | $143.54万 | 0.01% | 8,755 | 100 | 1.2% | $1.64万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $143.01万 | 0.01% | 27,100 | 500 | 1.9% | $2.64万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $142.73万 | 0.01% | 27,527 | 500 | 1.9% | $2.59万 | 加仓 |
| EXP | EAGLE MATLS INC | $142.64万 | 0.01% | 7,529 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $142.64万 | 0.01% | 83,953 | 900 | 1.1% | $1.53万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $142.38万 | 0.01% | 51,400 | 1,000 | 2.0% | $2.77万 | 加仓 |
| H | HYATT HOTELS CORP | $142.35万 | 0.01% | 9,900 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $141.86万 | 0.01% | 38,084 | 200 | 0.5% | $7,450 | 加仓 |
| VLY | VALLEY NATL BANCORP | $141.44万 | 0.01% | 115,181 | 1,900 | 1.7% | $2.33万 | 加仓 |
| RYN | RAYONIER INC | $141.40万 | 0.01% | 68,572 | 31,807 | 86.5% | $65.59万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $140.95万 | 0.01% | 7,700 | 200 | 2.7% | $3.66万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $139.60万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $139.22万 | 0.01% | 33,613 | 500 | 1.5% | $2.07万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $138.64万 | 0.01% | 52,817 | -100 | -0.2% | -$2,625 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $138.19万 | 0.01% | 30,936 | 500 | 1.6% | $2.23万 | 加仓 |
| TXNM | TXNM ENERGY INC | $137.90万 | 0.01% | 23,589 | 400 | 1.7% | $2.34万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $136.83万 | 0.01% | 23,495 | 400 | 1.7% | $2.33万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $136.60万 | 0.01% | 38,500 | 700 | 1.9% | $2.48万 | 加仓 |
| OKLO | OKLO INC | $136.37万 | 0.01% | 27,500 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $136.25万 | 0.01% | 14,803 | 300 | 2.1% | $2.76万 | 加仓 |
| AAON | AAON INC | $134.88万 | 0.01% | 16,300 | 300 | 1.9% | $2.48万 | 加仓 |
| DVA | DAVITA INC | $134.46万 | 0.01% | 8,749 | -500 | -5.4% | -$7.68万 | 减仓 |
| VFC | V F CORP | $134.39万 | 0.01% | 79,100 | 1,500 | 1.9% | $2.55万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $134.08万 | 0.01% | 15,429 | 200 | 1.3% | $1.74万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $134.02万 | 0.01% | 22,933 | 100 | 0.4% | $5,844 | 加仓 |
| NJR | NEW JERSEY RES CORP | $133.37万 | 0.01% | 24,285 | 500 | 2.1% | $2.75万 | 加仓 |
| MUR | MURPHY OIL CORP | $133.02万 | 0.01% | 32,247 | 500 | 1.6% | $2.06万 | 加仓 |
| ESAB | ESAB CORPORATION | $132.44万 | 0.01% | 13,702 | 200 | 1.5% | $1.93万 | 加仓 |
| CNX | CNX RES CORP | $132.23万 | 0.01% | 34,302 | 2,400 | 7.5% | $9.25万 | 加仓 |
| GAP | GAP INC | $132.20万 | 0.01% | 54,630 | 1,100 | 2.1% | $2.66万 | 加仓 |
| FND | FLOOR DECOR HLDGS INC | $131.57万 | 0.01% | 25,900 | 400 | 1.6% | $2.03万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $130.97万 | 0.01% | 8,170 | 100 | 1.2% | $1.60万 | 加仓 |
| FCN | FTI CONSULTING INC | $129.11万 | 0.01% | 7,304 | 200 | 2.8% | $3.54万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $128.97万 | 0.01% | 14,000 | 200 | 1.4% | $1.84万 | 加仓 |
| SR | SPIRE INC | $128.89万 | 0.01% | 14,236 | 300 | 2.2% | $2.72万 | 加仓 |
| CHE | CHEMED CORP NEW | $128.77万 | 0.01% | 3,409 | 100 | 3.0% | $3.78万 | 加仓 |
| AVTR | AVANTOR INC | $128.65万 | 0.01% | 164,100 | 3,000 | 1.9% | $2.35万 | 加仓 |
| SON | SONOCO PRODS CO | $128.47万 | 0.01% | 23,751 | 400 | 1.7% | $2.16万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $127.89万 | 0.01% | 52,095 | 900 | 1.8% | $2.21万 | 加仓 |
| WEX | WEX INC | $126.64万 | 0.01% | 8,275 | 200 | 2.5% | $3.06万 | 加仓 |
| BKH | BLACK HILLS CORP | $126.33万 | 0.01% | 18,200 | 400 | 2.2% | $2.78万 | 加仓 |
| RLI | RLI CORP | $126.24万 | 0.01% | 22,132 | 400 | 1.8% | $2.28万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $126.16万 | 0.01% | 19,840 | 100 | 0.5% | $6,359 | 加仓 |
| BSY | BENTLEY SYS INC | $125.73万 | 0.01% | 35,800 | 600 | 1.7% | $2.11万 | 加仓 |