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STATE OF MICHIGAN RETIREMENT SYSTEM 13F 持仓明细(2026-03-31) · 小隐寺数据中心
STATE OF MICHIGAN RETIREMENT SYSTEM
报告期 2026-03-31 · CIK 0000762152
持仓数
941
前50大市值合计
$10.79B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
21Q1 调仓
2020-12-31 → 2021-03-31 · 共 150 项
建仓 15
增持 53
减持 71
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
T
ATT INC
+$133.2M
6,350,811
+209%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$103.7M
3,894,143
+70%
增持
VZ
VERIZON COMMUNICATIONS INC
+$99.3M
3,655,535
+90%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
-$90.7M
5,729,754
-4%
清仓
PINS
PINTEREST INC
-$83.5M
0
-100%
增持
LQD
ISHARES TR
+$60.0M
2,553,900
+30%
增持
VST
VISTRA CORP
+$53.0M
3,017,300
+17341%
增持
SYF
SYNCHRONY FINANCIAL
+$48.0M
1,296,314
+850%
减持
SYK
STRYKER CORPORATION
-$47.0M
202,127
-49%
增持
GOOGL
ALPHABET INC
+$46.3M
110,279
+7%
增持
MO
ALTRIA GROUP INC
+$44.7M
1,276,724
+154%
增持
AMAT
APPLIED MATLS INC
+$42.8M
903,724
+0%
增持
SPY
SPDR S P 500 ETF TR
+$41.7M
1,264,350
+3%
增持
AGG
ISHARES TR
+$37.9M
2,641,500
+19%
减持
USB
US BANCORP DEL
-$37.6M
343,099
-72%
减持
V
VISA INC
-$36.7M
574,349
-21%
清仓
—
THIRD PT REINS LTD
-$36.7M
0
-100%
增持
MSFT
MICROSOFT CORP
+$36.0M
2,501,525
+0%
减持
DG
DOLLAR GEN CORP NEW
-$34.1M
61,508
-72%
增持
BIIB
BIOGEN INC
+$33.3M
221,983
+88%
增持
—
NXP SEMICONDUCTORS N V
+$32.5M
164,300
+4341%
减持
GPN
GLOBAL PMTS INC
-$32.1M
84,063
-63%
增持
MSCI
MSCI INC
+$31.1M
127,856
+154%
减持
DVA
DAVITA INC
-$29.9M
19,210
-93%
增持
HD
HOME DEPOT INC
+$28.6M
490,456
+8%
清仓
DNLI
DENALI THERAPEUTICS INC
-$27.1M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$26.4M
111,654
-59%
减持
MBB
ISHARES TR
-$25.6M
225,800
-50%
清仓
—
TWO HBRS INVT CORP
-$24.2M
0
-100%
减持
GOOG
ALPHABET INC
+$22.1M
73,161
-1%
减持
EDIT
EDITAS MEDICINE INC
-$20.8M
343,721
-32%
增持
A
AGILENT TECHNOLOGIES INC
+$20.0M
230,206
+193%
建仓
—
SIRIUSPOINT LTD
+$19.6M
1,930,000
减持
JPM
JPMORGAN CHASE CO
+$19.2M
765,843
-0%
增持
UGI
UGI CORP NEW
+$19.0M
3,141,108
+0%
增持
IJH
ISHARES TR
+$18.6M
197,802
+38%
建仓
—
MODIVCARE INC
+$18.6M
125,500
清仓
—
THE PROVIDENCE SERVICE CORP
-$17.4M
0
-100%
减持
APD
AIR PRODS CHEMS INC
-$16.8M
122,985
-35%
减持
INTC
INTEL CORP
+$16.5M
1,202,835
-1%
减持
—
EXXON MOBIL CORP
+$16.1M
1,100,718
-0%
减持
BAC
BK OF AMERICA CORP
+$15.7M
1,906,702
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.2M
643,662
+0%
减持
SFIX
STITCH FIX INC
-$15.1M
506,983
-26%
建仓
IYM
ISHARES TR
+$15.1M
120,000
建仓
—
DRAFTKINGS INC
+$15.0M
245,000
减持
UNH
UNITEDHEALTH GROUP INC
-$14.8M
313,115
-16%
减持
—
PATTERSON COS INC
-$14.7M
32,191
-94%
增持
AMZN
AMAZON COM INC
-$14.2M
136,427
+2%
减持
LOW
LOWES COS INC
+$13.7M
467,073
-0%
减持
NOW
SERVICENOW INC
-$13.4M
82,200
-17%
减持
META
FACEBOOK INC
+$13.2M
714,057
-1%
减持
CSCO
CISCO SYS INC
+$12.6M
1,836,673
-0%
减持
WFC
WELLS FARGO CO NEW
+$12.5M
1,417,116
-0%
减持
—
II VI INC
-$12.4M
38,786
-80%
清仓
BGS
B G FOODS INC NEW
-$12.1M
0
-100%
减持
CVS
CVS HEALTH CORP
+$11.6M
1,669,963
-0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$11.5M
493,000
减持
ZTS
ZOETIS INC
-$10.5M
271,942
-16%
增持
NVDA
NVIDIA CORPORATION
+$10.3M
210,571
+8%
减持
CVX
CHEVRON CORP NEW
+$9.8M
483,468
-0%
减持
EBAY
EBAY INC
+$9.8M
900,542
-0%
增持
MTUM
ISHARES TR
+$9.8M
744,690
+9%
建仓
—
EVELO BIOSCIENCES INC
+$9.6M
900,000
增持
AMD
ADVANCED MICRO DEVICES INC
-$9.3M
862,869
+3%
增持
PYPL
PAYPAL HLDGS INC
+$9.3M
548,920
+4%
增持
ALB
ALBEMARLE CORP
+$9.1M
89,285
+233%
清仓
—
SERES THERAPEUTICS INC
-$8.8M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$8.8M
2,900
-90%
减持
VLUE
ISHARES TR
-$8.7M
9,250
-92%
减持
SNAP
SNAP INC
-$8.7M
704,370
-23%
建仓
ALGT
ALLEGIANT TRAVEL CO
+$8.5M
35,000
减持
DE
DEERE CO
+$8.2M
78,689
-0%
增持
—
GLOBANT S A
+$8.0M
159,600
+38%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$8.0M
30,025
+20%
建仓
—
RUBIUS THERAPEUTICS INC
+$8.0M
300,000
减持
FITB
FIFTH THIRD BANCORP
+$7.9M
804,876
-0%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$7.9M
33,466
+301%
减持
MA
MASTERCARD INCORPORATED
-$7.8M
308,564
-6%
增持
SQ
SQUARE INC
+$7.6M
210,646
+14%
清仓
EARN
ELLINGTON RESIDENTIAL MTG RE
-$7.6M
0
-100%
增持
COP
CONOCOPHILLIPS
+$7.3M
339,998
+27%
增持
GILD
GILEAD SCIENCES INC
+$7.2M
1,132,560
+0%
减持
—
STRATASYS LTD
-$7.1M
697,503
-42%
增持
CAT
CATERPILLAR INC
+$6.9M
136,876
+0%
增持
BA
BOEING CO
+$6.5M
137,671
+3%
减持
FOXA
FOX CORP
+$6.5M
931,894
-0%
减持
KHC
KRAFT HEINZ CO
+$6.4M
1,200,019
-0%
减持
JNJ
JOHNSON JOHNSON
+$6.3M
958,087
-0%
增持
GM
GENERAL MTRS CO
+$6.3M
393,662
+0%
建仓
—
CUREVAC N V
+$6.3M
68,640
增持
C
CITIGROUP INC
+$6.3M
561,514
+0%
减持
ORCL
ORACLE CORP
+$6.1M
1,246,528
-1%
增持
TXN
TEXAS INSTRS INC
+$6.0M
240,829
+0%
增持
TSLA
TESLA INC
-$5.9M
192,700
+1%
增持
IFF
INTERNATIONAL FLAVORS FRAGRA
+$5.8M
62,445
+132%
减持
GS
GOLDMAN SACHS GROUP INC
+$5.7M
90,483
-0%
减持
—
ACCENTURE PLC IRELAND
+$5.7M
381,453
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$5.6M
221,499
-0%
增持
AVGO
BROADCOM INC
+$5.6M
202,272
+0%
减持
BBY
BEST BUY INC
+$5.6M
370,585
-0%
增持
QCOM
QUALCOMM INC
-$5.5M
285,074
+0%
减持
ADSK
AUTODESK INC
-$5.5M
192,903
-0%
减持
PM
PHILIP MORRIS INTL INC
+$5.5M
929,851
-0%
减持
QRVO
QORVO INC
-$5.3M
31,563
-53%
减持
—
GENERAL ELECTRIC CO
+$5.2M
2,255,092
-0%
增持
EMR
EMERSON ELEC CO
+$4.9M
500,204
+0%
减持
—
LAM RESEARCH CORP
+$4.8M
40,285
-1%
增持
MS
MORGAN STANLEY
+$4.7M
390,622
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$4.6M
375,640
+0%
减持
ABT
ABBOTT LABS
+$4.5M
444,619
-0%
增持
MU
MICRON TECHNOLOGY INC
+$4.4M
335,763
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.1M
550,123
+0%
减持
MAS
MASCO CORP
+$4.0M
825,754
-0%
减持
F
FORD MTR CO DEL
+$4.0M
1,168,953
-0%
增持
LDOS
LEIDOS HOLDINGS INC
+$4.0M
388,577
+22%
减持
MRK
MERCK CO INC
-$4.0M
823,017
-0%
减持
NFLX
NETFLIX INC
-$3.9M
128,888
-2%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$3.9M
293,362
减持
MVIS
MICROVISION INC DEL
+$3.9M
500,000
-50%
增持
PSNL
PERSONALIS INC
-$3.9M
443,798
+10%
减持
CMCSA
COMCAST CORP NEW
+$3.9M
2,281,146
-0%
减持
AMGN
AMGEN INC
+$3.8M
218,882
-1%
减持
CRM
SALESFORCE COM INC
-$3.8M
337,292
-0%
清仓
—
TIFFANY CO NEW
-$3.6M
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$3.5M
122,204
+0%
增持
—
PIONEER NAT RES CO
+$3.5M
51,616
+25%
减持
EOG
EOG RES INC
+$3.5M
154,224
-0%
减持
TFC
TRUIST FINL CORP
+$3.5M
338,126
-0%
建仓
AFRM
AFFIRM HLDGS INC
+$3.4M
48,636
减持
—
TWITTER INC
+$3.4M
481,956
-4%
建仓
CLF
CLEVELAND CLIFFS INC NEW
+$3.4M
170,000
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$3.4M
34,700
清仓
—
CONCHO RES INC
-$3.3M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$3.2M
686,117
+1%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$3.2M
212,667
-0%
减持
TGT
TARGET CORP
+$3.1M
147,843
-0%
减持
PG
PROCTER AND GAMBLE CO
-$3.1M
617,996
-1%
减持
WMT
WALMART INC
-$3.0M
347,991
-0%
减持
IQV
IQVIA HLDGS INC
+$3.0M
214,504
-0%
减持
CL
COLGATE PALMOLIVE CO
-$3.0M
408,436
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.9M
268,618
-0%
建仓
—
CAPRI HOLDINGS LIMITED
+$2.9M
55,900
减持
KLAC
KLA CORP
+$2.8M
40,193
-0%
清仓
—
EATON VANCE CORP
-$2.8M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$2.8M
32,400
-30%
增持
MMM
3M CO
+$2.8M
154,174
+0%
减持
PNC
PNC FINL SVCS GROUP INC
+$2.8M
106,447
-0%
建仓
DASH
DOORDASH INC
+$2.7M
20,826
增持
—
MASIMO CORP
-$2.7M
73,166
+1%
