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 |
|---|---|---|---|---|---|---|---|---|
| LII | Lennox Intl Inc | $187.93万 | 0.02% | 3,280 | -54 | -1.6% | -$3.09万 | 减仓 |
| KLIC | Kulicke & Soffa Industries Inc | $188.03万 | 0.02% | 14,057 | 45 | 0.3% | $6,019 | 加仓 |
| GVA | Granite Contruction Inc | $188.04万 | 0.02% | 11,895 | 16 | 0.1% | $2,529 | 加仓 |
| CHRD | Chord Energy Corp | $189.46万 | 0.02% | 16,576 | -1,268 | -7.1% | -$14.49万 | 减仓 |
| CF | Cf Industries Holdings Inc | $189.94万 | 0.02% | 17,545 | -826 | -4.5% | -$8.94万 | 减仓 |
| ACMR | Acm Research, Inc. Class A | $190.59万 | 0.02% | 15,020 | 868 | 6.1% | $11.01万 | 加仓 |
| FTV | Fortive Corp | $192.46万 | 0.02% | 31,504 | 548 | 1.8% | $3.35万 | 加仓 |
| AROC | Archrock Inc | $192.47万 | 0.02% | 47,278 | -106 | -0.2% | -$4,315 | 减仓 |
| VLY | Valley National Bancorp | $192.62万 | 0.02% | 131,483 | -8,587 | -6.1% | -$12.58万 | 减仓 |
| MAC | Macerich Co/The | $192.79万 | 0.02% | 76,534 | 6,988 | 10.0% | $17.60万 | 加仓 |
| NOV | National Oilwell Varco Inc | $193.18万 | 0.02% | 104,139 | -7,612 | -6.8% | -$14.12万 | 减仓 |
| VRSN | Verisign Inc | $193.73万 | 0.02% | 7,701 | -550 | -6.7% | -$13.84万 | 减仓 |
| MSGK | Madison Square Garden Sports C | $193.85万 | 0.02% | 4,824 | -5 | -0.1% | -$2,009 | 减仓 |
| POOL | Pool Corporation | $194.08万 | 0.02% | 9,031 | 5,112 | 130.4% | $109.86万 | 加仓 |
| — | Arcosa Inc | $194.15万 | 0.02% | 13,363 | -26 | -0.2% | -$3,778 | 减仓 |
| BBY | Best Buy Inc | $194.41万 | 0.02% | 25,621 | -956 | -3.6% | -$7.25万 | 减仓 |
| BG | Bunge Global SA | $194.64万 | 0.02% | 18,237 | -1,698 | -8.5% | -$18.12万 | 减仓 |
| KGS | Kodiak Gas Services Inc | $195.07万 | 0.02% | 25,964 | 3,612 | 16.2% | $27.14万 | 加仓 |
| ETSY | Etsy Inc | $195.28万 | 0.02% | 25,923 | -931 | -3.5% | -$7.01万 | 减仓 |
| VNO | Vornado Realty Trust | $195.41万 | 0.02% | 49,722 | -3,146 | -6.0% | -$12.36万 | 减仓 |
| FBIN | Fortune Brands Innovations Inc | $195.43万 | 0.02% | 35,597 | -2,022 | -5.4% | -$11.10万 | 减仓 |
| CHTR | Charter Communications Inc Cl | $196.34万 | 0.02% | 13,806 | 841 | 6.5% | $11.96万 | 加仓 |
| EFX | Equifax Inc | $197.37万 | 0.02% | 12,435 | -375 | -2.9% | -$5.95万 | 减仓 |
| SLAB | Silicon Laboratories Inc | $198.41万 | 0.02% | 9,078 | -558 | -5.8% | -$12.20万 | 减仓 |
| KNSL | Kinsale Cap Group Inc | $199.60万 | 0.02% | 6,052 | -415 | -6.4% | -$13.69万 | 减仓 |
| COKE | Coca-Cola Consolidated Inc | $199.78万 | 0.02% | 10,464 | -828 | -7.3% | -$15.81万 | 减仓 |
| — | Gates Industrial Corporation P | $199.97万 | 0.02% | 71,496 | -604 | -0.8% | -$1.69万 | 减仓 |
| NVR | NVr Inc | $200.31万 | 0.02% | 294 | -14 | -4.5% | -$9.54万 | 减仓 |
| GPN | Global Payments Inc | $200.34万 | 0.02% | 27,610 | -943 | -3.3% | -$6.84万 | 减仓 |
| TGTX | Tg Therapeutics Inc | $200.42万 | 0.02% | 36,480 | -717 | -1.9% | -$3.94万 | 减仓 |
| IDCC | Interdigital Inc | $200.68万 | 0.02% | 7,088 | -477 | -6.3% | -$13.51万 | 减仓 |
| ULTA | Ulta Beauty Inc | $200.82万 | 0.02% | 4,453 | -165 | -3.6% | -$7.44万 | 减仓 |
| — | Taylor Morrison Home Corp | $200.94万 | 0.02% | 28,010 | -2,925 | -9.5% | -$20.98万 | 减仓 |
| CASY | Caseys General Stores Inc | $201.16万 | 0.02% | 2,531 | -5,184 | -67.2% | -$412.02万 | 减仓 |
| CORT | Corcept Therapeutics Inc | $201.63万 | 0.02% | 23,189 | 316 | 1.4% | $2.75万 | 加仓 |
| PTGX | Protagonist Therapeutics | $202.05万 | 0.02% | 16,483 | 251 | 1.5% | $3.08万 | 加仓 |
| M | Macys Inc | $202.07万 | 0.02% | 85,803 | -8,559 | -9.1% | -$20.16万 | 减仓 |
| LKQ | LKQ Corp | $202.22万 | 0.02% | 76,804 | -234 | -0.3% | -$6,161 | 减仓 |
| EXP | Eagle Materials Inc | $202.30万 | 0.02% | 8,991 | -593 | -6.2% | -$13.34万 | 减仓 |
| ENS | Enersys | $202.30万 | 0.02% | 8,652 | -643 | -6.9% | -$15.03万 | 减仓 |
| PB | Prosperity Bancshares Inc | $202.45万 | 0.02% | 27,721 | -1,784 | -6.0% | -$13.03万 | 减仓 |
| RAL | Ralliant Corp | $202.67万 | 0.02% | 27,526 | -184 | -0.7% | -$1.35万 | 减仓 |
| FAF | First American Financial Corp | $203.53万 | 0.02% | 29,673 | -2,042 | -6.4% | -$14.01万 | 减仓 |
| KEX | Kirby Corp | $203.57万 | 0.02% | 14,972 | -1,106 | -6.9% | -$15.04万 | 减仓 |
| CMC | Commercial Metals Co | $204.36万 | 0.02% | 32,568 | -2,433 | -7.0% | -$15.27万 | 减仓 |
| LAD | Lithia Motors Inc Cl A | $204.45万 | 0.02% | 7,038 | -812 | -10.3% | -$23.59万 | 减仓 |
| ST | Sensata Technologies Hldng Plc | $204.56万 | 0.02% | 42,848 | -3,208 | -7.0% | -$15.31万 | 减仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $204.62万 | 0.02% | 40,494 | -99 | -0.2% | -$5,002 | 减仓 |
| JXN | Jackson Financial Inc Cl A | $205.48万 | 0.02% | 20,068 | -469 | -2.3% | -$4.80万 | 减仓 |
| JBTM | Jbt Marel Corporation | $205.60万 | 0.02% | 14,179 | -15 | -0.1% | -$2,175 | 减仓 |
| LNTH | Lantheus Holdings Inc | $206.19万 | 0.02% | 18,586 | -1,406 | -7.0% | -$15.60万 | 减仓 |
| EL | Lauder Estee Cos Inc Cl A | $206.51万 | 0.02% | 26,157 | -1,427 | -5.2% | -$11.27万 | 减仓 |
| HIMS | Hims & Hers Health Inc Cl A | $207.32万 | 0.02% | 59,798 | -2,814 | -4.5% | -$9.76万 | 减仓 |
| CRBG | Corebridge Financial Inc | $207.40万 | 0.02% | 72,441 | -8,533 | -10.5% | -$24.43万 | 减仓 |
| THG | Hanover Insurance Group Inc | $207.57万 | 0.02% | 9,694 | -695 | -6.7% | -$14.88万 | 减仓 |
| AM | Antero Midstream Corp | $208.05万 | 0.02% | 91,451 | -5,364 | -5.5% | -$12.20万 | 减仓 |
| NFG | National Fuel Gas Co Nj | $208.07万 | 0.02% | 26,948 | -2,038 | -7.0% | -$15.74万 | 减仓 |
| AXTA | Axalta Coating Systems Ltd | $208.62万 | 0.02% | 60,964 | -3,716 | -5.7% | -$12.72万 | 减仓 |
| CRUS | Cirrus Logic Inc | $208.77万 | 0.02% | 14,056 | -883 | -5.9% | -$13.12万 | 减仓 |
| MP | Mp Materials Corp Cl A | $208.89万 | 0.02% | 37,295 | -2,265 | -5.7% | -$12.69万 | 减仓 |
| LSTR | Landstar Systems Inc | $208.98万 | 0.02% | 10,105 | -685 | -6.3% | -$14.17万 | 减仓 |
| MIDD | Middleby Corp | $209.34万 | 0.02% | 12,170 | -2,111 | -14.8% | -$36.31万 | 减仓 |
| HLI | Houlihan Lokey Inc Cl A | $210.03万 | 0.02% | 15,659 | -942 | -5.7% | -$12.64万 | 减仓 |
| TTEK | Tetra Tech Inc | $210.41万 | 0.02% | 72,832 | -5,133 | -6.6% | -$14.83万 | 减仓 |
| FDXF | FedEx Fght Holding Co Inc Comm | $211.18万 | 0.02% | 13,985 | 13,985 | — | $211.18万 | 新建仓 |
| LEA | Lear Corp | $211.21万 | 0.02% | 15,755 | -1,412 | -8.2% | -$18.93万 | 减仓 |
| HXL | Hexcel Corp New Com | $211.38万 | 0.02% | 21,125 | -1,457 | -6.5% | -$14.58万 | 减仓 |
| MYRG | Myr Group Inc | $212.12万 | 0.02% | 4,239 | 2 | 0.0% | $1,001 | 加仓 |
| IFF | International Flavors & Fragra | $212.75万 | 0.02% | 26,856 | -1,038 | -3.7% | -$8.22万 | 减仓 |
| FSS | Federal Signal Corp | $213.43万 | 0.02% | 16,610 | -29 | -0.2% | -$3,726 | 减仓 |
| DOC | Healthpeak Properties Inc | $214.48万 | 0.02% | 100,224 | -40,725 | -28.9% | -$87.15万 | 减仓 |
| CART | Maplebear Inc | $214.64万 | 0.02% | 45,331 | -8,312 | -15.5% | -$39.36万 | 减仓 |
| AGCO | Agco Corp | $215.56万 | 0.02% | 18,008 | -1,343 | -6.9% | -$16.08万 | 减仓 |
| CBSH | Commerce Bancshares Inc | $216.29万 | 0.02% | 37,452 | -2,721 | -6.8% | -$15.71万 | 减仓 |
| NPO | Enpro Inc | $216.93万 | 0.02% | 5,755 | 0 | 0.0% | — | 不变 |
| HALO | Halozyme Therapeutics Inc | $216.95万 | 0.02% | 27,718 | -1,943 | -6.6% | -$15.21万 | 减仓 |
| PLXS | Plexus Corp | $217.14万 | 0.02% | 7,222 | 0 | 0.0% | — | 不变 |
| KTOS | Kratos Defense & Security | $217.20万 | 0.02% | 43,562 | -2,867 | -6.2% | -$14.29万 | 减仓 |
| — | Qorvo Inc | $217.60万 | 0.02% | 23,330 | -1,451 | -5.9% | -$13.53万 | 减仓 |
| HQY | Healthequity Inc | $217.92万 | 0.02% | 24,127 | -1,598 | -6.2% | -$14.43万 | 减仓 |
| UGI | Ugi Corp | $218.07万 | 0.02% | 63,135 | -4,095 | -6.1% | -$14.14万 | 减仓 |
| ARES | Ares Management Corporation Cl | $218.16万 | 0.02% | 19,599 | -614 | -3.0% | -$6.83万 | 减仓 |
| CAVA | Cava Group Inc | $218.40万 | 0.02% | 27,829 | -1,670 | -5.7% | -$13.11万 | 减仓 |
| ZBH | Zimmer Biomet Holdings Inc | $218.71万 | 0.02% | 25,405 | -575 | -2.2% | -$4.95万 | 减仓 |
| ULS | UL Solutions Inc Class A | $219.46万 | 0.02% | 21,545 | -453 | -2.1% | -$4.61万 | 减仓 |
| ACM | Aecom | $219.94万 | 0.02% | 31,510 | -2,607 | -7.6% | -$18.20万 | 减仓 |
| CPAY | Corpay Inc | $220.09万 | 0.02% | 6,604 | -685 | -9.4% | -$22.83万 | 减仓 |
| PKG | Packaging Corp America | $220.77万 | 0.02% | 9,265 | -415 | -4.3% | -$9.89万 | 减仓 |
| H | Hyatt Hotels Corp Cl A | $220.88万 | 0.02% | 11,395 | -753 | -6.2% | -$14.60万 | 减仓 |
| KEY | Keycorp | $221.92万 | 0.02% | 96,276 | -6,743 | -6.5% | -$15.54万 | 减仓 |
| POWL | Powell Industries Inc | $221.96万 | 0.02% | 7,751 | -40 | -0.5% | -$1.15万 | 减仓 |
| ALV | Autoliv Inc | $222.73万 | 0.02% | 19,173 | -1,313 | -6.4% | -$15.25万 | 减仓 |
| VNOM | Viper Energy Inc Cl A | $223.08万 | 0.02% | 52,614 | -1,921 | -3.5% | -$8.15万 | 减仓 |
| KMX | Carmax Inc | $223.09万 | 0.02% | 42,180 | -89 | -0.2% | -$4,707 | 减仓 |
| STAG | Stag Indl Inc Com | $223.59万 | 0.03% | 58,746 | -3,217 | -5.2% | -$12.24万 | 减仓 |
| OMC | Omnicom Group Inc | $223.88万 | 0.03% | 30,740 | -4,259 | -12.2% | -$31.02万 | 减仓 |
| GKOS | Glaukos Corp | $224.20万 | 0.03% | 16,042 | 201 | 1.3% | $2.81万 | 加仓 |
| EXE | Chesapeake Energy Corp | $224.27万 | 0.03% | 24,594 | -613 | -2.4% | -$5.59万 | 减仓 |
| GL | Globe Life Inc | $224.55万 | 0.03% | 12,567 | 3,797 | 43.3% | $67.84万 | 加仓 |
| IP | International Paper Co | $226.23万 | 0.03% | 59,379 | -349 | -0.6% | -$1.33万 | 减仓 |