YOUSIF CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001858789
$89.35亿2026Q2 申报市值
1,665持仓数
25.8%前十大占比 · 第一大 5.1%
51 / 253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
MRVL 加仓+$1,863.51万
HONA 新建仓+$721.86万
EFA 加仓+$548.16万
ROKU 新建仓+$498.92万
CDE 新建仓+$465.86万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$3,869.46万
AAPL 减仓-$3,479.76万
SPY 减仓-$3,283.77万
MSFT 减仓-$2,199.33万
AMZN 减仓-$1,779.37万
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 |
|---|---|---|---|---|---|---|---|---|
| AES | Aes Corp | $127.09万 | 0.01% | 86,689 | -1,499 | -1.7% | -$2.20万 | 减仓 |
| G | Genpact Limited | $127.12万 | 0.01% | 46,224 | -2,796 | -5.7% | -$7.69万 | 减仓 |
| PATH | Uipath Inc Cl A | $127.29万 | 0.01% | 117,098 | -7,568 | -6.1% | -$8.23万 | 减仓 |
| LIVN | Livanova Plc | $127.72万 | 0.01% | 15,532 | -829 | -5.1% | -$6.82万 | 减仓 |
| HSIC | Henry Schein Inc | $127.74万 | 0.01% | 15,294 | 127 | 0.8% | $1.06万 | 加仓 |
| RUSHA | Rush Enterprises Inc | $127.74万 | 0.01% | 17,502 | -72 | -0.4% | -$5,255 | 减仓 |
| VAL | Valaris Limited Cl A | $128.18万 | 0.01% | 17,655 | -1,118 | -6.0% | -$8.12万 | 减仓 |
| CVCO | Cavco Industries Inc | $128.22万 | 0.01% | 2,087 | 7 | 0.3% | $4,301 | 加仓 |
| NU | Nu Holdings Ltd Cl A | $128.39万 | 0.01% | 96,099 | 958 | 1.0% | $1.28万 | 加仓 |
| GDDY | Godaddy Inc Cl A | $129.21万 | 0.01% | 15,223 | 322 | 2.2% | $2.73万 | 加仓 |
| BDC | Belden Inc | $129.44万 | 0.01% | 10,795 | -684 | -6.0% | -$8.20万 | 减仓 |
| EAT | Brinker Intl Inc | $129.51万 | 0.01% | 7,709 | 4 | 0.1% | $672 | 加仓 |
| OLLI | Ollies Bargain Outlt Holdings | $129.77万 | 0.01% | 16,879 | -1,125 | -6.2% | -$8.65万 | 减仓 |
| CHWY | Chewy Inc Cl A | $129.82万 | 0.01% | 66,064 | -3,789 | -5.4% | -$7.45万 | 减仓 |
| OGS | One Gas Inc | $130.21万 | 0.01% | 16,895 | -629 | -3.6% | -$4.85万 | 减仓 |
| SHC | Sotera Health Company | $130.24万 | 0.01% | 73,377 | 2,990 | 4.2% | $5.31万 | 加仓 |
| PTC | Ptc Inc | $130.32万 | 0.01% | 11,471 | -238 | -2.0% | -$2.70万 | 减仓 |
| IVZ | Invesco LTD | $130.33万 | 0.01% | 49,388 | -2,018 | -3.9% | -$5.33万 | 减仓 |
| KNF | Knife Riv Holding Co Common St | $130.53万 | 0.01% | 15,604 | -964 | -5.8% | -$8.06万 | 减仓 |
| VIRT | Virtu Finl Inc Cl A Cl A | $130.55万 | 0.01% | 21,915 | 623 | 2.9% | $3.71万 | 加仓 |
| PIPR | Piper Sandler Companies | $130.59万 | 0.01% | 18,053 | 300 | 1.7% | $2.17万 | 加仓 |
| SKY | Champion Homes Inc | $130.87万 | 0.01% | 14,851 | -163 | -1.1% | -$1.44万 | 减仓 |
| WING | Wingstop Inc | $131.38万 | 0.01% | 7,576 | -564 | -6.9% | -$9.78万 | 减仓 |
| MUR | Murphy Oil Corp | $131.45万 | 0.01% | 40,372 | -3,029 | -7.0% | -$9.86万 | 减仓 |
| TRMB | Trimble Inc | $131.69万 | 0.01% | 25,730 | 786 | 3.2% | $4.02万 | 加仓 |
| SYNA | Synaptics Inc | $131.77万 | 0.01% | 10,607 | -705 | -6.2% | -$8.76万 | 减仓 |
| BFH | Bread Financial Holdings | $132.04万 | 0.01% | 12,186 | -1,376 | -10.1% | -$14.91万 | 减仓 |
| PSMT | Pricesmart Inc | $132.25万 | 0.01% | 6,770 | 33 | 0.5% | $6,446 | 加仓 |
| SE | Sea Ltd | $132.60万 | 0.01% | 13,837 | -2,031 | -12.8% | -$19.46万 | 减仓 |
| COO | Cooper Cos Inc | $132.61万 | 0.01% | 18,492 | 88 | 0.5% | $6,310 | 加仓 |
| TNL | Travel And Leisure Co | $132.86万 | 0.01% | 17,383 | -1,584 | -8.4% | -$12.11万 | 减仓 |
| CAG | Conagra Brands Inc | $133.08万 | 0.01% | 98,870 | 48,066 | 94.6% | $64.70万 | 加仓 |
| OUT | Outfront Media Inc New | $133.10万 | 0.01% | 40,628 | 1,691 | 4.3% | $5.54万 | 加仓 |
| HRB | H&R Block Inc | $133.25万 | 0.01% | 34,992 | -2,204 | -5.9% | -$8.39万 | 减仓 |
| ARE | Alexandria Real Estate Equity | $133.34万 | 0.01% | 25,230 | 713 | 2.9% | $3.77万 | 加仓 |
| WEX | Wex Inc | $133.65万 | 0.01% | 9,473 | -539 | -5.4% | -$7.60万 | 减仓 |
| QLYS | Qualys Inc | $133.76万 | 0.01% | 9,729 | -729 | -7.0% | -$10.02万 | 减仓 |
| ECHO | Echostar Corporation | $134.00万 | 0.01% | 13,202 | 23 | 0.2% | $2,334 | 加仓 |
| ROL | Rollins Inc | $134.53万 | 0.02% | 32,230 | -10,187 | -24.0% | -$42.52万 | 减仓 |
| MC | Moelis & Co Cl A | $134.77万 | 0.02% | 20,600 | 308 | 1.5% | $2.01万 | 加仓 |
| RDN | Radian Group Inc Com | $134.82万 | 0.02% | 35,790 | -1,122 | -3.0% | -$4.23万 | 减仓 |
| DIOD | Diodes Inc | $135.01万 | 0.02% | 12,336 | 21 | 0.2% | $2,298 | 加仓 |
| YOU | Clear Secure Inc Cl A | $135.37万 | 0.02% | 24,291 | 346 | 1.4% | $1.93万 | 加仓 |
| HASI | Ha Sustainable Infrastructure | $135.40万 | 0.02% | 34,674 | -81 | -0.2% | -$3,163 | 减仓 |
| BOOT | Boot Barn Holdings Inc | $135.49万 | 0.02% | 8,248 | -30 | -0.4% | -$4,928 | 减仓 |
| SBRA | Sabra Health Care REIT Inc | $135.49万 | 0.02% | 69,448 | -4,426 | -6.0% | -$8.64万 | 减仓 |
| CBT | Cabot Corp | $135.91万 | 0.02% | 14,965 | -1,125 | -7.0% | -$10.22万 | 减仓 |
| ALLE | Allegion Pub LTD Co | $136.32万 | 0.02% | 9,703 | 147 | 1.5% | $2.07万 | 加仓 |
| CUZ | Cousins Properties Inc | $136.98万 | 0.02% | 45,691 | -3,368 | -6.9% | -$10.10万 | 减仓 |
| ASB | Associated Banc Corp | $137.21万 | 0.02% | 44,591 | -3,114 | -6.5% | -$9.58万 | 减仓 |
| — | Victory Portfolios Trivalent S | $137.32万 | 0.02% | 62,248 | 0 | 0.0% | — | 不变 |
| ACIW | Aci Worldwide Inc | $137.34万 | 0.02% | 27,309 | -363 | -1.3% | -$1.83万 | 减仓 |
| LULU | Lululemon Athletica Inc | $138.01万 | 0.02% | 12,087 | 395 | 3.4% | $4.51万 | 加仓 |
| SUPN | Indivior Pharmaceuticals Inc | $138.06万 | 0.02% | 33,648 | -234 | -0.7% | -$9,601 | 减仓 |
| PBF | Pbf Energy Inc Cl A | $139.10万 | 0.02% | 30,558 | -3,781 | -11.0% | -$17.21万 | 减仓 |
| VVV | Valvoline Inc | $139.21万 | 0.02% | 35,208 | -2,158 | -5.8% | -$8.53万 | 减仓 |
| CNX | Cnx Resources Corporation | $139.32万 | 0.02% | 41,061 | -3,016 | -6.8% | -$10.23万 | 减仓 |
| BBWI | Bath & Body Works Inc | $140.00万 | 0.02% | 60,526 | -4,000 | -6.2% | -$9.25万 | 减仓 |
| VSNT | Versant Media Group Inc Cl A | $140.01万 | 0.02% | 38,882 | -1,362 | -3.4% | -$4.90万 | 减仓 |
| MTN | Vail Resorts Inc | $140.66万 | 0.02% | 10,331 | -589 | -5.4% | -$8.02万 | 减仓 |
| CNO | Cno Financial Group Inc | $140.74万 | 0.02% | 27,607 | -2,053 | -6.9% | -$10.47万 | 减仓 |
| SXT | Sensient Technologies Corp | $140.91万 | 0.02% | 11,429 | 105 | 0.9% | $1.29万 | 加仓 |
| PODD | Insulet Corp | $141.06万 | 0.02% | 9,265 | 507 | 5.8% | $7.72万 | 加仓 |
| IBP | Installed Building Prods Inc | $141.17万 | 0.02% | 6,142 | -45 | -0.7% | -$1.03万 | 减仓 |
| MARA | Mara Hldgs Inc | $141.86万 | 0.02% | 102,129 | 1,254 | 1.2% | $1.74万 | 加仓 |
| AN | Autonation Inc | $141.98万 | 0.02% | 7,642 | -741 | -8.8% | -$13.77万 | 减仓 |
| PECO | Phillips Edison & Co Inc Commo | $141.99万 | 0.02% | 34,116 | -99 | -0.3% | -$4,120 | 减仓 |
| ZBRA | Zebra Technologies Corp Cl A | $142.11万 | 0.02% | 5,398 | -136 | -2.5% | -$3.58万 | 减仓 |
| AVY | Avery Dennison Corp | $142.14万 | 0.02% | 8,755 | 56 | 0.6% | $9,092 | 加仓 |
| APA | Apa Corporation Com | $142.30万 | 0.02% | 43,690 | -3,770 | -7.9% | -$12.28万 | 减仓 |
| PAYC | Paycom Software Inc | $142.46万 | 0.02% | 11,335 | -2,213 | -16.3% | -$27.81万 | 减仓 |
| BLDR | Builders FirstSource Inc | $142.51万 | 0.02% | 15,926 | 878 | 5.8% | $7.86万 | 加仓 |
| AIZ | Assurant Inc | $142.51万 | 0.02% | 5,307 | -205 | -3.7% | -$5.50万 | 减仓 |
| — | Teva Pharmaceutical Industries | $143.73万 | 0.02% | 42,423 | -8,301 | -16.4% | -$28.12万 | 减仓 |
| RHP | Ryman Hospitality Pptys Inc Co | $144.08万 | 0.02% | 11,208 | 134 | 1.2% | $1.72万 | 加仓 |
| HOMB | Home Bancshares Inc | $145.07万 | 0.02% | 50,812 | -2,715 | -5.1% | -$7.75万 | 减仓 |
| TREX | Trex Co Inc | $145.18万 | 0.02% | 29,012 | -2,705 | -8.5% | -$13.54万 | 减仓 |
| AVAV | Aerovironment Inc | $145.41万 | 0.02% | 8,809 | -505 | -5.4% | -$8.34万 | 减仓 |
| PRIM | Primoris Svcs Corp Com | $146.39万 | 0.02% | 14,769 | -4 | -0.0% | -$396 | 减仓 |
| LPX | Louisiana Pac Corp | $146.46万 | 0.02% | 18,619 | -847 | -4.4% | -$6.66万 | 减仓 |
| SLM | Slm Corp | $146.87万 | 0.02% | 56,620 | -6,398 | -10.2% | -$16.60万 | 减仓 |
| BCPC | Balchem Corp | $147.21万 | 0.02% | 8,713 | -56 | -0.6% | -$9,461 | 减仓 |
| OZK | Bank Ozk | $147.46万 | 0.02% | 28,309 | -2,161 | -7.1% | -$11.26万 | 减仓 |
| BAX | Baxter Intl Inc | $147.68万 | 0.02% | 69,267 | 917 | 1.3% | $1.96万 | 加仓 |
| BKH | Black Hills Corp | $148.46万 | 0.02% | 19,954 | -1,279 | -6.0% | -$9.52万 | 减仓 |
| FTDR | Frontdoor Inc | $148.74万 | 0.02% | 19,170 | -450 | -2.3% | -$3.49万 | 减仓 |
| GEN | Gen Digital Inc | $148.78万 | 0.02% | 59,777 | -1,743 | -2.8% | -$4.34万 | 减仓 |
| DECK | Deckers Outdoor Corp | $149.37万 | 0.02% | 15,044 | -465 | -3.0% | -$4.62万 | 减仓 |
| AX | Axos Financial Inc | $150.19万 | 0.02% | 15,421 | 20 | 0.1% | $1,948 | 加仓 |
| WSC | Willscot Hldgs Corp | $150.98万 | 0.02% | 52,316 | 389 | 0.7% | $1.12万 | 加仓 |
| RITM | Rithm Capital Corp | $151.22万 | 0.02% | 161,043 | -66 | -0.0% | -$620 | 减仓 |
| SMCI | Super Micro Computer Inc New | $151.34万 | 0.02% | 51,599 | 253 | 0.5% | $7,420 | 加仓 |
| BXP | Bxp Inc | $151.37万 | 0.02% | 22,828 | -250 | -1.1% | -$1.66万 | 减仓 |
| LYFT | Lyft Inc Cl A | $151.43万 | 0.02% | 103,651 | -4,707 | -4.3% | -$6.88万 | 减仓 |
| APTV | Aptiv PLC | $151.61万 | 0.02% | 24,701 | -96 | -0.4% | -$5,892 | 减仓 |
| AIR | Aar Corp | $151.83万 | 0.02% | 10,623 | 9 | 0.1% | $1,286 | 加仓 |
| RLI | Rli Corp | $152.84万 | 0.02% | 25,874 | -1,486 | -5.4% | -$8.78万 | 减仓 |
| FCFS | Firstcash Holdings Inc | $153.11万 | 0.02% | 7,078 | -557 | -7.3% | -$12.05万 | 减仓 |
| LQDA | Liquidia Corporation | $153.19万 | 0.02% | 19,214 | 19,214 | — | $153.19万 | 新建仓 |
| NXST | Nexstar Media Group Inc Cl A C | $153.21万 | 0.02% | 8,579 | -521 | -5.7% | -$9.30万 | 减仓 |