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 |
|---|---|---|---|---|---|---|---|---|
| NXST | NEXSTAR MEDIA GROUP INC | $124.77万 | 0.01% | 6,900 | 200 | 3.0% | $3.62万 | 加仓 |
| OGS | ONE GAS INC | $124.06万 | 0.01% | 14,404 | 200 | 1.4% | $1.72万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $123.62万 | 0.01% | 35,100 | 700 | 2.0% | $2.47万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $123.15万 | 0.01% | 27,349 | 500 | 1.9% | $2.25万 | 加仓 |
| BIO | BIO RAD LABS INC | $122.65万 | 0.01% | 4,400 | 100 | 2.3% | $2.79万 | 加仓 |
| AN | AUTONATION INC | $122.00万 | 0.01% | 6,248 | -200 | -3.1% | -$3.91万 | 减仓 |
| AVT | AVNET INC | $121.42万 | 0.01% | 19,705 | 500 | 2.6% | $3.08万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $121.36万 | 0.01% | 16,000 | 300 | 1.9% | $2.28万 | 加仓 |
| VNT | VONTIER CORPORATION | $121.01万 | 0.01% | 34,115 | -200 | -0.6% | -$7,094 | 减仓 |
| HOMB | HOME BANCSHARES INC | $118.57万 | 0.01% | 44,030 | 800 | 1.9% | $2.15万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $118.14万 | 0.01% | 44,681 | -2,500 | -5.3% | -$6.61万 | 减仓 |
| SARO | STANDARDAERO INC | $117.78万 | 0.01% | 45,600 | 45,600 | — | $117.78万 | 新建仓 |
| NEU | NEWMARKET CORP | $117.74万 | 0.01% | 1,837 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $116.63万 | 0.01% | 60,649 | 1,700 | 2.9% | $3.27万 | 加仓 |
| CLF | CLEVELAND CLIFFS INC NEW | $115.96万 | 0.01% | 137,227 | 2,600 | 1.9% | $2.20万 | 加仓 |
| M | MACYS INC | $115.72万 | 0.01% | 63,970 | 500 | 0.8% | $9,045 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $115.10万 | 0.01% | 37,800 | 300 | 0.8% | $9,135 | 加仓 |
| GNTX | GENTEX CORP | $115.02万 | 0.01% | 52,640 | 900 | 1.7% | $1.97万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $114.78万 | 0.01% | 25,012 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $114.47万 | 0.01% | 51,401 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $114.43万 | 0.01% | 13,924 | 300 | 2.2% | $2.47万 | 加仓 |
| PATH | UIPATH INC | $114.33万 | 0.01% | 103,000 | 103,000 | — | $114.33万 | 新建仓 |
| BC | BRUNSWICK CORP | $114.01万 | 0.01% | 15,670 | 300 | 2.0% | $2.18万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $113.22万 | 0.01% | 6,659 | 100 | 1.5% | $1.70万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $113.14万 | 0.01% | 10,472 | 100 | 1.0% | $1.08万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $112.79万 | 0.01% | 28,942 | 600 | 2.1% | $2.34万 | 加仓 |
| KBR | KBR INC | $112.46万 | 0.01% | 30,511 | 500 | 1.7% | $1.84万 | 加仓 |
| KNF | KNIFE RIVER CORP | $111.49万 | 0.01% | 13,655 | 300 | 2.2% | $2.45万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $111.00万 | 0.01% | 15,258 | 300 | 2.0% | $2.18万 | 加仓 |
| MTN | VAIL RESORTS INC | $110.36万 | 0.01% | 8,600 | 100 | 1.2% | $1.28万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $109.17万 | 0.01% | 14,481 | 200 | 1.4% | $1.51万 | 加仓 |
| BDC | BELDEN INC | $109.07万 | 0.01% | 9,498 | 200 | 2.2% | $2.30万 | 加仓 |
| MAT | MATTEL INC | $108.73万 | 0.01% | 74,833 | 1,400 | 1.9% | $2.03万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $107.29万 | 0.01% | 15,507 | 300 | 2.0% | $2.08万 | 加仓 |
| WING | WINGSTOP INC | $103.40万 | 0.01% | 6,672 | 100 | 1.5% | $1.55万 | 加仓 |
| BCO | BRINKS CO | $103.39万 | 0.01% | 9,977 | 200 | 2.0% | $2.07万 | 加仓 |
| VVV | VALVOLINE INC | $103.11万 | 0.01% | 30,615 | 600 | 2.0% | $2.02万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $103.04万 | 0.01% | 10,855 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $102.72万 | 0.01% | 38,159 | 600 | 1.6% | $1.62万 | 加仓 |
| SLM | SLM CORP | $102.55万 | 0.01% | 47,899 | -100 | -0.2% | -$2,141 | 减仓 |
| ASB | ASSOCIATED BANC CORP | $101.83万 | 0.01% | 39,378 | 700 | 1.8% | $1.81万 | 加仓 |
| THO | THOR INDS INC | $101.60万 | 0.01% | 12,718 | 300 | 2.4% | $2.40万 | 加仓 |
| NOVT | NOVANTA INC | $101.57万 | 0.01% | 8,600 | 100 | 1.2% | $1.18万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $101.51万 | 0.01% | 27,600 | 200 | 0.7% | $7,356 | 加仓 |
| MSM | MSC INDL DIRECT INC | $101.17万 | 0.01% | 10,965 | 200 | 1.9% | $1.85万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $101.07万 | 0.01% | 10,652 | -100 | -0.9% | -$9,488 | 减仓 |
| FHI | FEDERATED HERMES INC | $100.81万 | 0.01% | 17,776 | 300 | 1.7% | $1.70万 | 加仓 |
| CROX | CROCS INC | $100.77万 | 0.01% | 12,138 | -100 | -0.8% | -$8,302 | 减仓 |
| ANF | ABERCROMBIE FITCH CO | $100.51万 | 0.01% | 11,000 | -100 | -0.9% | -$9,137 | 减仓 |
| POST | POST HLDGS INC | $100.31万 | 0.01% | 10,147 | -1,100 | -9.8% | -$10.87万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $100.12万 | 0.01% | 39,463 | 600 | 1.5% | $1.52万 | 加仓 |
| VNO | VORNADO RLTY TR | $100.06万 | 0.01% | 38,500 | 400 | 1.0% | $1.04万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $97.78万 | 0.01% | 14,828 | 300 | 2.1% | $1.98万 | 加仓 |
| HLNE | HAMILTON LANE INC | $97.41万 | 0.01% | 9,800 | 100 | 1.0% | $9,940 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $97.21万 | 0.01% | 10,605 | 200 | 1.9% | $1.83万 | 加仓 |
| HRB | BLOCK H R INC | $96.71万 | 0.01% | 30,468 | 600 | 2.0% | $1.90万 | 加仓 |
| BRKR | BRUKER CORP | $96.42万 | 0.01% | 26,693 | 500 | 1.9% | $1.81万 | 加仓 |
| DBX | DROPBOX INC | $95.42万 | 0.01% | 42,000 | 800 | 1.9% | $1.82万 | 加仓 |
| PBF | PBF ENERGY INC | $95.24万 | 0.01% | 20,000 | 600 | 3.1% | $2.86万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $94.95万 | 0.01% | 72,095 | 1,400 | 2.0% | $1.84万 | 加仓 |
| CBT | CABOT CORP | $94.63万 | 0.00% | 12,565 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $94.27万 | 0.00% | 29,900 | 600 | 2.0% | $1.89万 | 加仓 |
| TREX | TREX INC | $94.04万 | 0.00% | 25,822 | 500 | 2.0% | $1.82万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $93.63万 | 0.00% | 22,000 | 300 | 1.4% | $1.28万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $93.46万 | 0.00% | 8,000 | 100 | 1.3% | $1.17万 | 加仓 |
| CNO | CNO FINL GROUP INC | $93.42万 | 0.00% | 22,751 | 200 | 0.9% | $8,212 | 加仓 |
| APPF | APPFOLIO INC | $93.11万 | 0.00% | 5,900 | 400 | 7.3% | $6.31万 | 加仓 |
| MORN | MORNINGSTAR INC | $92.98万 | 0.00% | 5,500 | -100 | -1.8% | -$1.69万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $92.45万 | 0.00% | 27,400 | 600 | 2.2% | $2.02万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $92.36万 | 0.00% | 31,363 | 600 | 2.0% | $1.77万 | 加仓 |
| BBWI | BATH BODY WORKS INC | $92.04万 | 0.00% | 49,300 | 600 | 1.2% | $1.12万 | 加仓 |
| EPR | EPR PPTYS | $91.37万 | 0.00% | 18,289 | 300 | 1.7% | $1.50万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $91.28万 | 0.00% | 40,444 | 800 | 2.0% | $1.81万 | 加仓 |
| NWS | NEWS CORP NEW | $91.08万 | 0.00% | 31,945 | -400 | -1.2% | -$1.14万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $90.41万 | 0.00% | 35,400 | 900 | 2.6% | $2.30万 | 加仓 |
| VICR | VICOR CORP | $88.55万 | 0.00% | 5,500 | 5,500 | — | $88.55万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $88.29万 | 0.00% | 14,700 | 200 | 1.4% | $1.20万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $87.56万 | 0.00% | 13,012 | 200 | 1.6% | $1.35万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $87.12万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $86.07万 | 0.00% | 14,200 | 100 | 0.7% | $6,061 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $84.87万 | 0.00% | 57,000 | 600 | 1.1% | $8,934 | 加仓 |
| MMS | MAXIMUS INC | $84.09万 | 0.00% | 13,118 | -200 | -1.5% | -$1.28万 | 减仓 |
| LIVN | LIVANOVA PLC | $83.33万 | 0.00% | 13,111 | 200 | 1.5% | $1.27万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $83.27万 | 0.00% | 27,213 | 500 | 1.9% | $1.53万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $82.66万 | 0.00% | 10,612 | 200 | 1.9% | $1.56万 | 加仓 |
| WHR | WHIRLPOOL CORP | $82.50万 | 0.00% | 15,300 | 2,000 | 15.0% | $10.78万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $82.44万 | 0.00% | 13,768 | 300 | 2.2% | $1.80万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $81.87万 | 0.00% | 21,100 | 400 | 1.9% | $1.55万 | 加仓 |
| BILL | BILL HOLDINGS INC | $81.20万 | 0.00% | 21,200 | 100 | 0.5% | $3,830 | 加仓 |
| SHC | SOTERA HEALTH CO | $80.45万 | 0.00% | 56,100 | 7,100 | 14.5% | $10.18万 | 加仓 |
| AVNT | AVIENT CORPORATION | $79.95万 | 0.00% | 22,024 | 400 | 1.8% | $1.45万 | 加仓 |
| KBH | KB HOME | $78.86万 | 0.00% | 15,238 | -100 | -0.7% | -$5,175 | 减仓 |
| EXPO | EXPONENT INC | $78.30万 | 0.00% | 12,000 | 200 | 1.7% | $1.30万 | 加仓 |
| PVH | PVH CORPORATION | $76.74万 | 0.00% | 11,000 | -400 | -3.5% | -$2.79万 | 减仓 |
| QLYS | QUALYS INC | $76.22万 | 0.00% | 8,676 | 200 | 2.4% | $1.76万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $75.31万 | 0.00% | 15,700 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $75.03万 | 0.00% | 32,200 | -300 | -0.9% | -$6,990 | 减仓 |
| KRC | KILROY REALTY CORP | $74.09万 | 0.00% | 26,265 | 500 | 1.9% | $1.41万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $73.25万 | 0.00% | 81,212 | -200 | -0.2% | -$1,804 | 减仓 |
| MSTR | STRATEGY INC | $72.38万 | 0.00% | 5,800 | 0 | 0.0% | — | 不变 |