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 |
|---|---|---|---|---|---|---|---|---|
| NNN | NNN REIT INC | $206.98万 | 0.01% | 44,484 | -1,200 | -2.6% | -$5.58万 | 减仓 |
| RRC | RANGE RES CORP | $204.86万 | 0.01% | 55,086 | -1,900 | -3.3% | -$7.07万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $203.04万 | 0.01% | 37,174 | -900 | -2.4% | -$4.92万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $202.81万 | 0.01% | 13,640 | -2,734 | -16.7% | -$40.65万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $201.90万 | 0.01% | 29,000 | -900 | -3.0% | -$6.27万 | 减仓 |
| AAON | AAON INC | $201.71万 | 0.01% | 15,900 | -400 | -2.5% | -$5.07万 | 减仓 |
| DOCU | DOCUSIGN INC | $201.67万 | 0.01% | 45,400 | -2,800 | -5.8% | -$12.44万 | 减仓 |
| SSD | SIMPSON MFG INC | $201.54万 | 0.01% | 9,627 | -300 | -3.0% | -$6.28万 | 减仓 |
| ENS | ENERSYS | $200.43万 | 0.01% | 8,572 | -300 | -3.4% | -$7.01万 | 减仓 |
| FOX | FOX CORP | $198.75万 | 0.01% | 42,431 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $197.61万 | 0.01% | 109,300 | -5,700 | -5.0% | -$10.31万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $196.46万 | 0.01% | 23,900 | -800 | -3.2% | -$6.58万 | 减仓 |
| IDA | IDACORP INC | $195.48万 | 0.01% | 12,920 | -100 | -0.8% | -$1.51万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $195.01万 | 0.01% | 9,015 | -300 | -3.2% | -$6.49万 | 减仓 |
| TEX | TEREX CORP NEW | $193.41万 | 0.01% | 26,718 | -600 | -2.2% | -$4.34万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $192.60万 | 0.01% | 13,831 | -600 | -4.2% | -$8.36万 | 减仓 |
| VNOM | VIPER ENERGY INC | $192.50万 | 0.01% | 45,400 | 700 | 1.6% | $2.97万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $192.07万 | 0.01% | 21,216 | -1,400 | -6.2% | -$12.67万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $191.00万 | 0.01% | 38,216 | -1,600 | -4.0% | -$8.00万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $189.86万 | 0.01% | 30,968 | -900 | -2.8% | -$5.52万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $187.81万 | 0.01% | 65,600 | -3,200 | -4.7% | -$9.16万 | 减仓 |
| SEIC | SEI INVTS CO | $187.59万 | 0.01% | 21,388 | -1,000 | -4.5% | -$8.77万 | 减仓 |
| ALV | AUTOLIV INC | $187.03万 | 0.01% | 16,100 | -400 | -2.4% | -$4.65万 | 减仓 |
| ATR | APTARGROUP INC | $186.67万 | 0.01% | 14,910 | -600 | -3.9% | -$7.51万 | 减仓 |
| H | HYATT HOTELS CORP | $186.09万 | 0.01% | 9,600 | -300 | -3.0% | -$5.82万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $186.04万 | 0.01% | 21,996 | -1,400 | -6.0% | -$11.84万 | 减仓 |
| ULS | UL SOLUTIONS INC | $185.39万 | 0.01% | 18,200 | -400 | -2.2% | -$4.07万 | 减仓 |
| HRL | HORMEL FOODS CORP | $185.34万 | 0.01% | 74,675 | -8,000 | -9.7% | -$19.86万 | 减仓 |
| CAVA | CAVA GROUP INC | $183.64万 | 0.01% | 23,400 | -600 | -2.5% | -$4.71万 | 减仓 |
| DVA | DAVITA INC | $183.52万 | 0.01% | 8,249 | -500 | -5.7% | -$11.12万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $183.37万 | 0.01% | 31,752 | -1,200 | -3.6% | -$6.93万 | 减仓 |
| CART | MAPLEBEAR INC | $182.30万 | 0.01% | 38,500 | -5,700 | -12.9% | -$26.99万 | 减仓 |
| AOS | SMITH A O CORP | $179.59万 | 0.01% | 28,633 | -700 | -2.4% | -$4.39万 | 减仓 |
| HQY | HEALTHEQUITY INC | $178.13万 | 0.01% | 19,722 | -800 | -3.9% | -$7.23万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $177.36万 | 0.01% | 11,941 | -300 | -2.5% | -$4.46万 | 减仓 |
| MP | MP MATERIALS CORP | $176.99万 | 0.01% | 31,600 | -800 | -2.5% | -$4.48万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $176.82万 | 0.01% | 77,725 | -2,000 | -2.5% | -$4.55万 | 减仓 |
| THG | HANOVER INS GROUP INC | $176.26万 | 0.01% | 8,232 | -300 | -3.5% | -$6.42万 | 减仓 |
| HXL | HEXCEL CORP NEW | $176.08万 | 0.01% | 17,597 | -700 | -3.8% | -$7.00万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $175.48万 | 0.01% | 52,382 | -3,000 | -5.4% | -$10.05万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $175.48万 | 0.01% | 60,740 | -2,000 | -3.2% | -$5.78万 | 减仓 |
| NBIS | NEBIUS GROUP N V | $174.87万 | 0.01% | 6,332 | 6,332 | — | $174.87万 | 新建仓 |
| UGI | UGI CORP NEW | $173.25万 | 0.01% | 50,158 | -1,500 | -2.9% | -$5.18万 | 减仓 |
| MOS | MOSAIC CO | $172.50万 | 0.01% | 81,408 | -1,500 | -1.8% | -$3.18万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $172.33万 | 0.01% | 23,597 | -700 | -2.9% | -$5.11万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $171.50万 | 0.01% | 22,212 | -700 | -3.1% | -$5.40万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $171.44万 | 0.01% | 50,100 | -1,300 | -2.5% | -$4.45万 | 减仓 |
| FLR | FLUOR CORP | $171.30万 | 0.01% | 32,697 | -6,100 | -15.7% | -$31.96万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $171.09万 | 0.01% | 28,200 | -800 | -2.8% | -$4.85万 | 减仓 |
| KEX | KIRBY CORP | $170.76万 | 0.01% | 12,559 | -500 | -3.8% | -$6.80万 | 减仓 |
| AVT | AVNET INC | $170.58万 | 0.01% | 19,205 | -500 | -2.5% | -$4.44万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $170.35万 | 0.01% | 12,700 | -400 | -3.1% | -$5.37万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $170.33万 | 0.01% | 37,418 | 37,418 | — | $170.33万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $170.13万 | 0.01% | 44,700 | -1,300 | -2.8% | -$4.95万 | 减仓 |
| IDCC | INTERDIGITAL INC | $169.88万 | 0.01% | 6,000 | -200 | -3.2% | -$5.66万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $169.69万 | 0.01% | 5,145 | -200 | -3.7% | -$6.60万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $168.63万 | 0.01% | 15,200 | -800 | -5.0% | -$8.88万 | 减仓 |
| RGEN | REPLIGEN CORP | $168.54万 | 0.01% | 12,353 | -400 | -3.1% | -$5.46万 | 减仓 |
| AGCO | AGCO CORP | $168.27万 | 0.01% | 14,058 | -400 | -2.8% | -$4.79万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $168.23万 | 0.01% | 7,697 | -200 | -2.5% | -$4.37万 | 减仓 |
| MIDD | MIDDLEBY CORP | $167.19万 | 0.01% | 9,720 | -1,400 | -12.6% | -$24.08万 | 减仓 |
| EXP | EAGLE MATLS INC | $164.90万 | 0.01% | 7,329 | -200 | -2.7% | -$4.50万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $164.83万 | 0.01% | 7,970 | -200 | -2.4% | -$4.14万 | 减仓 |
| ERIE | ERIE INDTY CO | $163.80万 | 0.01% | 6,832 | -100 | -1.4% | -$2.40万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $163.68万 | 0.01% | 23,864 | -700 | -2.8% | -$4.80万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $163.48万 | 0.01% | 81,053 | -2,900 | -3.5% | -$5.85万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $163.32万 | 0.01% | 111,481 | -3,700 | -3.2% | -$5.42万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $162.75万 | 0.01% | 25,937 | -800 | -3.0% | -$5.02万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $162.32万 | 0.01% | 34,000 | -1,100 | -3.1% | -$5.25万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $159.88万 | 0.01% | 41,038 | -3,200 | -7.2% | -$12.47万 | 减仓 |
| FNB | F N B CORP | $158.84万 | 0.01% | 83,251 | -2,700 | -3.1% | -$5.15万 | 减仓 |
| AVTR | AVANTOR INC | $158.10万 | 0.01% | 159,700 | -4,400 | -2.7% | -$4.36万 | 减仓 |
| LEA | LEAR CORP | $157.59万 | 0.01% | 11,755 | -500 | -4.1% | -$6.70万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $157.07万 | 0.01% | 21,895 | -1,600 | -6.8% | -$11.48万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $156.82万 | 0.01% | 14,400 | -200 | -1.4% | -$2.18万 | 减仓 |
| BRKR | BRUKER CORP | $156.43万 | 0.01% | 25,993 | -700 | -2.6% | -$4.21万 | 减仓 |
| NOV | NOV INC | $155.78万 | 0.01% | 83,977 | -2,800 | -3.2% | -$5.19万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $155.44万 | 0.01% | 30,136 | -800 | -2.6% | -$4.13万 | 减仓 |
| LAD | LITHIA MTRS INC | $153.58万 | 0.01% | 5,287 | -500 | -8.6% | -$14.52万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $153.40万 | 0.01% | 27,942 | -1,000 | -3.5% | -$5.49万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $150.88万 | 0.01% | 13,200 | -500 | -3.6% | -$5.71万 | 减仓 |
| FND | FLOOR DECOR HLDGS INC | $150.18万 | 0.01% | 25,300 | -600 | -2.3% | -$3.56万 | 减仓 |
| WH | WYNDHAM HOTELS RESORTS INC | $147.81万 | 0.01% | 17,553 | -600 | -3.3% | -$5.05万 | 减仓 |
| MSA | MSA SAFETY INC | $147.61万 | 0.01% | 8,455 | -300 | -3.4% | -$5.24万 | 减仓 |
| GATX | GATX CORP | $147.28万 | 0.01% | 8,312 | -300 | -3.5% | -$5.32万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $147.17万 | 0.01% | 32,113 | -1,500 | -4.5% | -$6.87万 | 减仓 |
| IESC | IES HOLDINGS INC | $146.93万 | 0.01% | 2,000 | 2,000 | — | $146.93万 | 新建仓 |
| VNO | VORNADO RLTY TR | $145.41万 | 0.01% | 37,000 | -1,500 | -3.9% | -$5.89万 | 减仓 |
| M | MACYS INC | $145.23万 | 0.01% | 61,670 | -2,300 | -3.6% | -$5.42万 | 减仓 |
| CHE | CHEMED CORP NEW | $144.80万 | 0.01% | 3,109 | -300 | -8.8% | -$13.97万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $141.52万 | 0.01% | 18,940 | -900 | -4.5% | -$6.72万 | 减仓 |
| RYN | RAYONIER INC | $141.24万 | 0.01% | 66,372 | -2,200 | -3.2% | -$4.68万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $140.46万 | 0.01% | 27,100 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $140.40万 | 0.01% | 11,638 | -500 | -4.1% | -$6.03万 | 减仓 |
| INGR | INGREDION INC | $140.06万 | 0.01% | 14,788 | -400 | -2.6% | -$3.79万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $139.36万 | 0.01% | 49,417 | -3,400 | -6.4% | -$9.59万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $138.76万 | 0.01% | 15,480 | -500 | -3.1% | -$4.48万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $138.41万 | 0.01% | 21,533 | -1,400 | -6.1% | -$9.00万 | 减仓 |
| NEU | NEWMARKET CORP | $137.44万 | 0.01% | 1,737 | -100 | -5.4% | -$7.91万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $136.92万 | 0.01% | 16,800 | -500 | -2.9% | -$4.08万 | 减仓 |