13F 机构持仓

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS MI · SEC CIK 0001858789

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$89.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.7%
MSFT 3.5%
AMZN 2.5%
GOOGL 2.1%
AVGO 1.8%
GOOG 1.7%
META 1.6%
TSLA 1.3%
BRK/B 1.2%

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
VTRS Viatris Inc $154.26万0.02%114,181 -4,919-4.1% -$6.65万 减仓
ECHO Echostar Corporation $154.29万0.02%13,179 -28,642-68.5% -$335.31万 减仓
AER AERCAP HOLDINGS NV $154.44万0.02%11,258 -46-0.4% -$6,310 减仓
MHK Mohawk Industries Inc $154.55万0.02%15,697 -13-0.1% -$1,280 减仓
LII Lennox Intl Inc $154.74万0.02%3,334 -96-2.8% -$4.46万 减仓
MSGK Madison Square Garden Sports C $155.20万0.02%4,829 -42-0.9% -$1.35万 减仓
DECK Deckers Outdoor Corp $155.23万0.02%15,509 -909-5.5% -$9.10万 减仓
IEX Idex Corp $155.43万0.02%8,200 -279-3.3% -$5.29万 减仓
BTSG Brightspring Health Services I $155.56万0.02%36,509 5,16216.5% $22.00万 加仓
RLI Rli Corp $156.06万0.02%27,360 -1,460-5.1% -$8.33万 减仓
SR Spire Inc $156.10万0.02%17,241 -973-5.3% -$8.81万 减仓
KRG Kite Realty Group Trust $156.19万0.02%63,623 -3,518-5.2% -$8.64万 减仓
RGEN Repligen Corp $157.07万0.02%13,331 -887-6.2% -$10.45万 减仓
CRC California Resources Corp Stoc $157.59万0.02%22,766 1,2585.8% $8.71万 加仓
E Eni S P A Sponsored Adr $159.53万0.02%28,181 00.0% — 不变
— Bnp Paribas Sponsored Adr Reps $159.69万0.02%34,225 -18,000-34.5% -$83.99万 减仓
FND Floor & Decor Holdings, Inc.-A $160.55万0.02%31,605 -1,772-5.3% -$9.00万 减仓
SNEX Stonex Group Inc $161.38万0.02%20,010 7,30357.5% $58.90万 加仓
ALKS Alkermes Inc Plc $161.44万0.02%45,655 -356-0.8% -$1.26万 减仓
ENS Enersys $161.47万0.02%9,295 -1,554-14.3% -$27.00万 减仓
NJR New Jersey Resources $161.92万0.02%29,482 -1,557-5.0% -$8.55万 减仓
WF Woori Financial Group Inc $162.14万0.02%24,346 00.0% — 不变
CLF Cleveland Cliffs Inc $162.18万0.02%191,931 -7,974-4.0% -$6.74万 减仓
ST Sensata Technologies Hldng Plc $162.21万0.02%46,056 -2,449-5.0% -$8.63万 减仓
FCN Fti Consulting Inc $162.43万0.02%9,189 -496-5.1% -$8.77万 减仓
TRMB Trimble Inc $162.71万0.02%24,944 -700-2.7% -$4.57万 减仓
— Gates Industrial Corporation P $163.02万0.02%72,100 -1,215-1.7% -$2.75万 减仓
ESNT Essent Group Ltd $163.08万0.02%27,906 -1,935-6.5% -$11.31万 减仓
ESAB Esab Corporation $163.34万0.02%16,898 -922-5.2% -$8.91万 减仓
PBF Pbf Energy Inc Cl A $163.52万0.02%34,339 -1,881-5.2% -$8.96万 减仓
AN Autonation Inc $163.69万0.02%8,383 -765-8.4% -$14.94万 减仓
EIDO Ishares Msci Indonia Etf $163.90万0.02%103,803 -17,000-14.1% -$26.84万 减仓
IBP Installed Building Prods Inc $164.05万0.02%6,187 -4-0.1% -$1,061 减仓
ECG Everus Contruction Group $164.46万0.02%13,930 -84-0.6% -$9,917 减仓
NXST Nexstar Media Group Inc Cl A C $164.56万0.02%9,100 -473-4.9% -$8.55万 减仓
PAYC Paycom Software Inc $164.66万0.02%13,548 8,032145.6% $97.62万 加仓
AROC Archrock Inc $164.90万0.02%47,384 -1,207-2.5% -$4.20万 减仓
AAON Aaon Inc $165.52万0.02%20,003 -1,046-5.0% -$8.66万 减仓
OLLI Ollies Bargain Outlt Holdings $165.71万0.02%18,004 -939-5.0% -$8.64万 减仓
CHE Chemed Corp $166.13万0.02%4,398 -92-2.0% -$3.48万 减仓
NE Noble Corp Ord A $166.42万0.02%33,915 1640.5% $8,047 加仓
PTC Ptc Inc $166.84万0.02%11,709 -492-4.0% -$7.01万 减仓
MKTX Marketaxess Holdings Inc $166.89万0.02%10,116 -26-0.3% -$4,289 减仓
DRI Darden Restaurants Inc $167.61万0.02%8,550 -529-5.8% -$10.37万 减仓
TXNM Txnm Energy Inc $167.63万0.02%28,674 -1,507-5.0% -$8.81万 减仓
VSAT Viasat Inc $167.64万0.02%36,602 1140.3% $5,221 加仓
GBCI Glacier Bancorp Inc $167.91万0.02%37,589 -2,025-5.1% -$9.05万 减仓
TM Toyota Mtr Corp Sponsored Adr $168.09万0.02%8,156 00.0% — 不变
SON Sonoco Prods Co $168.25万0.02%31,105 -1,599-4.9% -$8.65万 减仓
BBVA Banco Bilbao Vizcaya Adr $168.32万0.02%77,708 -18,358-19.1% -$39.76万 减仓
RYN Rayonier $168.67万0.02%81,799 35,50276.7% $73.20万 加仓
GAP Gap Inc $168.70万0.02%69,709 -3,362-4.6% -$8.14万 减仓
UBSI United Bankshares Inc West Va $169.14万0.02%40,835 -2,425-5.6% -$10.04万 减仓
SWX Southwest Gas Holdings Inc $169.72万0.02%19,530 -1,008-4.9% -$8.76万 减仓
J Jacobs Solutions Inc $169.74万0.02%13,336 1351.0% $1.72万 加仓
CNX Cnx Resources Corporation $169.92万0.02%44,077 880.2% $3,392 加仓
PKX Posco Holdings INC $170.11万0.02%29,083 4001.4% $2.34万 加仓
AVAV Aerovironment Inc $170.49万0.02%9,314 -513-5.2% -$9.39万 减仓
GKOS Glaukos Corp $170.54万0.02%15,841 -102-0.6% -$1.10万 减仓
BBY Best Buy Inc $170.62万0.02%26,577 1260.5% $8,089 加仓
M Macys Inc $170.70万0.02%94,362 -5,842-5.8% -$10.57万 减仓
MUFG Mitsubishi Ufj Finl Group Inc $170.84万0.02%100,670 00.0% — 不变
PTGX Protagonist Therapeutics $171.09万0.02%16,232 -49-0.3% -$5,165 减仓
FTV Fortive Corp $171.12万0.02%30,956 -1,133-3.5% -$6.26万 减仓
LW Lamb Weston Holdings Inc $171.53万0.02%40,589 23,371135.7% $98.77万 加仓
UFPI Ufp Industries Inc Com $171.76万0.02%18,645 -831-4.3% -$7.66万 减仓
VLY Valley National Bancorp $172.01万0.02%140,070 -7,932-5.4% -$9.74万 减仓
CSGP Costar Group Inc $172.18万0.02%42,682 -726-1.7% -$2.93万 减仓
APTV Aptiv PLC $172.19万0.02%24,797 -733-2.9% -$5.09万 减仓
EPRT Essential Properties Realty Tr $172.86万0.02%56,936 2,7315.0% $8.29万 加仓
LSTR Landstar Systems Inc $172.97万0.02%10,790 -608-5.3% -$9.75万 减仓
TRNO Terreno Rlty Corp $173.72万0.02%28,284 650.2% $3,992 加仓
ABBNY Abb Ltd Sponsored Adr $174.04万0.02%22,114 00.0% — 不变
H Hyatt Hotels Corp Cl A $174.68万0.02%12,148 -823-6.3% -$11.83万 减仓
FNB Fnb Corp Pa $174.81万0.02%104,551 -5,813-5.3% -$9.72万 减仓
FFIV F5 Networks Inc $175.04万0.02%6,050 -311-4.9% -$9.00万 减仓
KMX Carmax Inc $175.75万0.02%42,269 -759-1.8% -$3.16万 减仓
AVT Avnet Inc $175.77万0.02%28,525 -1,195-4.0% -$7.36万 减仓
— Sealed Air Corp $176.30万0.02%41,927 -248-0.6% -$1.04万 减仓
BALL Ball Corp $176.53万0.02%29,864 -1,432-4.6% -$8.46万 减仓
LNC Lincoln Natl Corp Ind $176.58万0.02%49,741 -115-0.2% -$4,082 减仓
EMN Eastman Chemical Co $176.63万0.02%23,143 -26-0.1% -$1,984 减仓
MTG MGIC Inv Corp WI Com $176.66万0.02%67,298 -4,693-6.5% -$12.32万 减仓
MSA Msa Safety Inc $176.97万0.02%10,794 -658-5.7% -$10.79万 减仓
LDOS Leidos Holdings Inc $177.53万0.02%11,415 -399-3.4% -$6.21万 减仓
SAN Banco Santander S.A. $178.05万0.02%157,842 -74,094-31.9% -$83.58万 减仓
STZ Constellation Brands Inc Cl A $178.14万0.02%11,876 -506-4.1% -$7.59万 减仓
UBS UBS GROUP AG $178.41万0.02%45,665 00.0% — 不变
LULU Lululemon Athletica Inc $179.00万0.02%11,692 -193-1.6% -$2.95万 减仓
MUR Murphy Oil Corp $179.03万0.02%43,401 -2,274-5.0% -$9.38万 减仓
AXTA Axalta Coating Systems Ltd $179.16万0.02%64,680 -3,302-4.9% -$9.15万 减仓
FSS Federal Signal Corp $179.94万0.02%16,639 -61-0.4% -$6,597 减仓
THG Hanover Insurance Group Inc $180.09万0.02%10,389 -980-8.6% -$16.99万 减仓
GATX Gatx Corp $180.16万0.02%10,552 -548-4.9% -$9.36万 减仓
— Taylor Morrison Home Corp $180.17万0.02%30,935 -1,490-4.6% -$8.68万 减仓
AKAM Akamai Technologies Inc $180.18万0.02%15,688 -1,005-6.0% -$11.54万 减仓
WH Wyndham Hotels & Resorts Inc $180.24万0.02%22,189 -1,223-5.2% -$9.93万 减仓
PLNT Planet Fitness Inc Cl A $181.07万0.02%24,344 -1,524-5.9% -$11.34万 减仓
POR Portland General Electric Co C $181.16万0.02%34,331 -1,671-4.6% -$8.82万 减仓
MUSA Murphy Usa Inc $181.19万0.02%3,668 -263-6.7% -$12.99万 减仓