YOUSIF CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001858789
$85.18亿2026Q1 申报市值
1,858持仓数
25.5%前十大占比 · 第一大 5.1%
30 / 45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
SPY 加仓+$1,836.82万
EFA 加仓+$833.33万
VRT 加仓+$806.74万
AZN 新建仓+$261.10万
MDY 加仓+$249.36万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1,785.52万
AAPL 减仓-$1,757.67万
CIEN 减仓-$1,188.18万
MSFT 减仓-$1,128.72万
LITE 减仓-$1,073.89万
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 |
|---|---|---|---|---|---|---|---|---|
| BROS | Dutch Brothers Inc Cl A | $127.08万 | 0.01% | 25,084 | 25,084 | — | $127.08万 | 新建仓 |
| BCO | Brinks Co | $127.20万 | 0.01% | 12,274 | -688 | -5.3% | -$7.13万 | 减仓 |
| HASI | Ha Sustainable Infrastructure | $127.72万 | 0.01% | 34,755 | 430 | 1.3% | $1.58万 | 加仓 |
| BIO | Bio Rad Laboratories Inc Cl A | $127.83万 | 0.02% | 4,586 | -302 | -6.2% | -$8.42万 | 减仓 |
| PECO | Phillips Edison & Co Inc Commo | $128.03万 | 0.02% | 34,215 | -229 | -0.7% | -$8,569 | 减仓 |
| OPCH | Option Care Health Inc New | $128.95万 | 0.02% | 47,903 | -2,789 | -5.5% | -$7.51万 | 减仓 |
| CROX | Crocs Inc | $129.25万 | 0.02% | 15,569 | -1,149 | -6.9% | -$9.54万 | 减仓 |
| IT | Gartner Inc | $129.65万 | 0.02% | 8,188 | -41 | -0.5% | -$6,492 | 减仓 |
| HIMS | Hims & Hers Health Inc Cl A | $129.98万 | 0.02% | 62,612 | -3,449 | -5.2% | -$7.16万 | 减仓 |
| TD | Toronto Dominion Bank Ont | $130.32万 | 0.02% | 13,966 | 0 | 0.0% | — | 不变 |
| KGS | Kodiak Gas Services Inc | $130.36万 | 0.02% | 22,352 | 15 | 0.1% | $875 | 加仓 |
| POST | Post Holdings Inc | $130.71万 | 0.02% | 13,222 | -2,190 | -14.2% | -$21.65万 | 减仓 |
| AX | Axos Financial Inc | $131.05万 | 0.02% | 15,401 | -36 | -0.2% | -$3,063 | 减仓 |
| TNL | Travel And Leisure Co | $131.23万 | 0.02% | 18,967 | -2,092 | -9.9% | -$14.47万 | 减仓 |
| SE | Sea Ltd | $131.40万 | 0.02% | 15,868 | 0 | 0.0% | — | 不变 |
| MAC | Macerich Co/The | $131.44万 | 0.02% | 69,546 | -336 | -0.5% | -$6,350 | 减仓 |
| COO | Cooper Cos Inc | $131.59万 | 0.02% | 18,404 | -477 | -2.5% | -$3.41万 | 减仓 |
| BDC | Belden Inc | $131.81万 | 0.02% | 11,479 | -657 | -5.4% | -$7.54万 | 减仓 |
| SWKS | Skyworks Solutions Inc | $131.88万 | 0.02% | 24,627 | 4,719 | 23.7% | $25.27万 | 加仓 |
| MSM | Msc Industrial Direct Inc Cl A | $131.98万 | 0.02% | 14,304 | -699 | -4.7% | -$6.45万 | 减仓 |
| SIGI | Selective Insurance Group Inc | $132.13万 | 0.02% | 17,526 | -1,158 | -6.2% | -$8.73万 | 减仓 |
| ENPH | Enphase Energy Inc | $133.50万 | 0.02% | 35,309 | -119 | -0.3% | -$4,499 | 减仓 |
| FITB | Fifth Third Bancorp | $133.73万 | 0.02% | 28,785 | -45,773 | -61.4% | -$212.66万 | 减仓 |
| TKO | Tko Group Holdings Inc Cl A | $133.73万 | 0.02% | 6,632 | -245 | -3.6% | -$4.94万 | 减仓 |
| — | Danone Sp ADR | $134.04万 | 0.02% | 84,252 | 0 | 0.0% | — | 不变 |
| ETSY | Etsy Inc | $134.22万 | 0.02% | 26,854 | -140 | -0.5% | -$6,997 | 减仓 |
| SLM | Slm Corp | $134.92万 | 0.02% | 63,018 | -3,685 | -5.5% | -$7.89万 | 减仓 |
| KNF | Knife Riv Holding Co Common St | $135.28万 | 0.02% | 16,568 | -946 | -5.4% | -$7.72万 | 减仓 |
| BUD | Anheuser Busch Inbev Sa/Nv Spo | $135.35万 | 0.02% | 19,511 | 0 | 0.0% | — | 不变 |
| REZI | Resideo Technologies Inc | $135.41万 | 0.02% | 40,170 | -500 | -1.2% | -$1.69万 | 减仓 |
| CWST | Casella Waste Sys Inc-A | $135.54万 | 0.02% | 17,083 | -109 | -0.6% | -$8,648 | 减仓 |
| PIPR | Piper Sandler Companies | $135.90万 | 0.02% | 17,753 | 13,197 | 289.7% | $101.02万 | 加仓 |
| AU | AngloGold Ashanti Limited | $136.09万 | 0.02% | 13,978 | 408 | 3.0% | $3.97万 | 加仓 |
| FOXA | Fox Corp Cl A | $136.34万 | 0.02% | 23,346 | -1,202 | -4.9% | -$7.02万 | 减仓 |
| ABCB | Ameris Bancorp | $136.46万 | 0.02% | 17,497 | -42 | -0.2% | -$3,276 | 减仓 |
| NU | Nu Holdings Ltd Cl A | $136.72万 | 0.02% | 95,141 | 48 | 0.1% | $690 | 加仓 |
| THO | Thor Industries Inc | $137.06万 | 0.02% | 17,156 | -788 | -4.4% | -$6.30万 | 减仓 |
| LBRT | Liberty Energy Inc | $137.17万 | 0.02% | 47,627 | 197 | 0.4% | $5,674 | 加仓 |
| VNO | Vornado Realty Trust | $137.40万 | 0.02% | 52,868 | -4,596 | -8.0% | -$11.95万 | 减仓 |
| AUB | Atlantic Un Bankshares Corp | $137.45万 | 0.02% | 38,459 | -452 | -1.2% | -$1.62万 | 减仓 |
| LOPE | Grand Canyon Ed Inc | $137.88万 | 0.02% | 8,109 | -462 | -5.4% | -$7.86万 | 减仓 |
| MAT | Mattel Inc | $138.27万 | 0.02% | 95,161 | -4,431 | -4.4% | -$6.44万 | 减仓 |
| PATH | Uipath Inc Cl A | $138.38万 | 0.02% | 124,666 | -5,592 | -4.3% | -$6.21万 | 减仓 |
| — | Victory Portfolios Trivalent I | $138.39万 | 0.02% | 136,611 | 0 | 0.0% | — | 不变 |
| ALLE | Allegion Pub LTD Co | $138.84万 | 0.02% | 9,556 | -237 | -2.4% | -$3.44万 | 减仓 |
| CNR | Core Natural Resources Inc | $139.09万 | 0.02% | 13,280 | -382 | -2.8% | -$4.00万 | 减仓 |
| PCTY | Paylocity Holding Corp | $139.24万 | 0.02% | 12,888 | -835 | -6.1% | -$9.02万 | 减仓 |
| MATX | Matson Inc | $139.27万 | 0.02% | 8,495 | -9 | -0.1% | -$1,475 | 减仓 |
| — | Zurich Ins Group Ltd Sponsored | $139.54万 | 0.02% | 39,946 | 0 | 0.0% | — | 不变 |
| OZK | Bank Ozk | $139.83万 | 0.02% | 30,470 | -2,223 | -6.8% | -$10.20万 | 减仓 |
| MTN | Vail Resorts Inc | $140.13万 | 0.02% | 10,920 | -656 | -5.7% | -$8.42万 | 减仓 |
| POWL | Powell Industries Inc | $140.52万 | 0.02% | 2,597 | 36 | 1.4% | $1.95万 | 加仓 |
| HAS | Hasbro Inc | $141.20万 | 0.02% | 15,085 | -730 | -4.6% | -$6.83万 | 减仓 |
| EXLS | Exlservice Holdings Inc | $141.46万 | 0.02% | 46,455 | -3,020 | -6.1% | -$9.20万 | 减仓 |
| LPX | Louisiana Pac Corp | $141.62万 | 0.02% | 19,466 | -973 | -4.8% | -$7.08万 | 减仓 |
| HST | Host Hotels & Resorts Inc | $141.79万 | 0.02% | 74,002 | -2,470 | -3.2% | -$4.73万 | 减仓 |
| SBRA | Sabra Health Care REIT Inc | $142.06万 | 0.02% | 73,874 | -2,728 | -3.6% | -$5.25万 | 减仓 |
| — | Arcosa Inc | $142.11万 | 0.02% | 13,389 | -79 | -0.6% | -$8,385 | 减仓 |
| AVTR | Avantor Inc | $142.26万 | 0.02% | 181,459 | -9,503 | -5.0% | -$7.45万 | 减仓 |
| GVA | Granite Contruction Inc | $142.41万 | 0.02% | 11,879 | -106 | -0.9% | -$1.27万 | 减仓 |
| NVO | Novo-Nordisk AS ADR | $142.77万 | 0.02% | 38,849 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $143.09万 | 0.02% | 23,703 | -784 | -3.2% | -$4.73万 | 减仓 |
| FCFS | Firstcash Holdings Inc | $143.54万 | 0.02% | 7,635 | -625 | -7.6% | -$11.75万 | 减仓 |
| RL | Ralph Lauren Corp Cl A | $143.62万 | 0.02% | 4,175 | -133 | -3.1% | -$4.58万 | 减仓 |
| LYFT | Lyft Inc Cl A | $144.12万 | 0.02% | 108,358 | 108,358 | — | $144.12万 | 新建仓 |
| HOMB | Home Bancshares Inc | $144.15万 | 0.02% | 53,527 | -3,077 | -5.4% | -$8.29万 | 减仓 |
| NPO | Enpro Inc | $144.25万 | 0.02% | 5,755 | -32 | -0.6% | -$8,021 | 减仓 |
| VSEC | Vse Corp Com | $144.48万 | 0.02% | 7,835 | 7,835 | — | $144.48万 | 新建仓 |
| NEU | Newmarket Corp | $145.18万 | 0.02% | 2,265 | -115 | -4.8% | -$7.37万 | 减仓 |
| SARO | Standardaero Inc | $145.89万 | 0.02% | 56,479 | 56,479 | — | $145.89万 | 新建仓 |
| PLXS | Plexus Corp | $146.27万 | 0.02% | 7,222 | -93 | -1.3% | -$1.88万 | 减仓 |
| FBIN | Fortune Brands Innovations Inc | $146.60万 | 0.02% | 37,619 | -1,706 | -4.3% | -$6.65万 | 减仓 |
| VNT | Vontier Corporation Com | $147.09万 | 0.02% | 41,470 | -3,277 | -7.3% | -$11.62万 | 减仓 |
| MRVL | Marvell Technology Inc | $147.17万 | 0.02% | 14,858 | -992 | -6.3% | -$9.83万 | 减仓 |
| BKH | Black Hills Corp | $147.38万 | 0.02% | 21,233 | -1,057 | -4.7% | -$7.34万 | 减仓 |
| TYL | Tyler Technologies Inc | $147.46万 | 0.02% | 4,307 | -73 | -1.7% | -$2.50万 | 减仓 |
| GNTX | Gentex Corp | $147.97万 | 0.02% | 67,723 | -3,610 | -5.1% | -$7.89万 | 减仓 |
| HR | Healthcare Tr America Inc Cl A | $148.62万 | 0.02% | 87,475 | -6,862 | -7.3% | -$11.66万 | 减仓 |
| BCPC | Balchem Corp | $148.62万 | 0.02% | 8,769 | -67 | -0.8% | -$1.14万 | 减仓 |
| VSNT | Versant Media Group Inc Cl A | $148.98万 | 0.02% | 40,244 | -1,888 | -4.5% | -$6.99万 | 减仓 |
| EG | Everest Group Ltd | $149.24万 | 0.02% | 4,566 | -240 | -5.0% | -$7.84万 | 减仓 |
| INCY | Incyte Corp | $149.76万 | 0.02% | 15,912 | 346 | 2.2% | $3.26万 | 加仓 |
| SHOP | Shopify Inc | $150.21万 | 0.02% | 12,663 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $150.21万 | 0.02% | 8,699 | -815 | -8.6% | -$14.07万 | 减仓 |
| AMKR | Amkor Technology Inc | $150.33万 | 0.02% | 33,384 | -1,629 | -4.7% | -$7.34万 | 减仓 |
| PTCT | Ptc Therapeutics Inc | $150.87万 | 0.02% | 22,144 | -84 | -0.4% | -$5,723 | 减仓 |
| OGS | One Gas Inc | $150.93万 | 0.02% | 17,524 | -990 | -5.3% | -$8.53万 | 减仓 |
| — | Engie Sponsored Adr | $151.57万 | 0.02% | 47,473 | 0 | 0.0% | — | 不变 |
| LNTH | Lantheus Holdings Inc | $151.64万 | 0.02% | 19,992 | -1,179 | -5.6% | -$8.94万 | 减仓 |
| INGR | Ingredion Inc | $152.27万 | 0.02% | 13,516 | -1,090 | -7.5% | -$12.28万 | 减仓 |
| BC | Brunswick Corp | $152.33万 | 0.02% | 20,936 | -1,054 | -4.8% | -$7.67万 | 减仓 |
| RITM | Rithm Capital Corp | $152.73万 | 0.02% | 161,109 | 145,880 | 957.9% | $138.29万 | 加仓 |
| — | Teva Pharmaceutical Industries | $152.78万 | 0.02% | 50,724 | -7,300 | -12.6% | -$21.99万 | 减仓 |
| CE | Celanese Corp | $153.16万 | 0.02% | 23,287 | -177 | -0.8% | -$1.16万 | 减仓 |
| TFX | Teleflex Inc | $153.17万 | 0.02% | 12,806 | 2 | 0.0% | $239 | 加仓 |
| WEX | Wex Inc | $153.22万 | 0.02% | 10,012 | -572 | -5.4% | -$8.75万 | 减仓 |
| ALGN | Align Technology Inc | $153.26万 | 0.02% | 8,940 | -84 | -0.9% | -$1.44万 | 减仓 |
| BSY | Bentley Systems Inc Cl B | $153.29万 | 0.02% | 43,648 | -2,537 | -5.5% | -$8.91万 | 减仓 |
| HWC | Hancock Whitney Corporation | $153.30万 | 0.02% | 24,108 | -1,679 | -6.5% | -$10.68万 | 减仓 |
| MGY | Magnolia Oil & Gas Corp Cl A | $154.14万 | 0.02% | 48,825 | -596 | -1.2% | -$1.88万 | 减仓 |