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 |
|---|---|---|---|---|---|---|---|---|
| SW | Westrock Co | $223.01万 | 0.03% | 55,963 | -2,122 | -3.7% | -$8.46万 | 减仓 |
| STAG | Stag Indl Inc Com | $223.44万 | 0.03% | 61,963 | -1,617 | -2.5% | -$5.83万 | 减仓 |
| SITM | Sitime Corp | $223.51万 | 0.03% | 6,472 | 535 | 9.0% | $18.48万 | 加仓 |
| JAZZ | Jazz Pharmaceuticals Plc Usd | $223.63万 | 0.03% | 11,829 | -984 | -7.7% | -$18.60万 | 减仓 |
| ONB | Old Natl Bancorp Ind | $224.15万 | 0.03% | 101,425 | -5,958 | -5.5% | -$13.17万 | 减仓 |
| AGCO | Agco Corp | $224.22万 | 0.03% | 19,351 | -1,503 | -7.2% | -$17.42万 | 减仓 |
| MTDR | Matador Resources Co | $225.09万 | 0.03% | 35,627 | -1,710 | -4.6% | -$10.80万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $225.25万 | 0.03% | 13,640 | -1,051 | -7.2% | -$17.36万 | 减仓 |
| — | Commonwealth Bank Of Australia | $225.66万 | 0.03% | 19,647 | 0 | 0.0% | — | 不变 |
| — | Hologic Inc | $225.77万 | 0.03% | 29,868 | -3,168 | -9.6% | -$23.95万 | 减仓 |
| IDA | Idacorp Inc | $226.11万 | 0.03% | 15,815 | -850 | -5.1% | -$12.15万 | 减仓 |
| LKQ | LKQ Corp | $226.26万 | 0.03% | 77,038 | 536 | 0.7% | $1.57万 | 加仓 |
| SFM | Sprouts Farmers Mkt Inc | $226.48万 | 0.03% | 29,364 | -1,322 | -4.3% | -$10.20万 | 减仓 |
| ROL | Rollins Inc | $226.55万 | 0.03% | 42,417 | -2,511 | -5.6% | -$13.41万 | 减仓 |
| WSM | Williams Sonoma Inc | $227.68万 | 0.03% | 12,487 | -644 | -4.9% | -$11.74万 | 减仓 |
| IDCC | Interdigital Inc | $228.46万 | 0.03% | 7,565 | 607 | 8.7% | $18.33万 | 加仓 |
| EFX | Equifax Inc | $230.67万 | 0.03% | 12,810 | -537 | -4.0% | -$9.67万 | 减仓 |
| DOC | Healthpeak Properties Inc | $231.58万 | 0.03% | 140,949 | 39,285 | 38.6% | $64.55万 | 加仓 |
| LYV | Live Nation Entertainment Inc | $232.68万 | 0.03% | 15,257 | -791 | -4.9% | -$12.06万 | 减仓 |
| LEN | Lennar Corp Cl A | $232.69万 | 0.03% | 26,795 | -340 | -1.3% | -$2.95万 | 减仓 |
| VMI | Valmont Industries Inc | $234.63万 | 0.03% | 5,872 | -304 | -4.9% | -$12.15万 | 减仓 |
| TTEK | Tetra Tech Inc | $234.83万 | 0.03% | 77,965 | -4,324 | -5.3% | -$13.02万 | 减仓 |
| ZBH | Zimmer Biomet Holdings Inc | $234.91万 | 0.03% | 25,980 | -339 | -1.3% | -$3.07万 | 减仓 |
| UMBF | Umb Financial Corp | $235.42万 | 0.03% | 20,872 | -1,250 | -5.7% | -$14.10万 | 减仓 |
| COLB | Columbia Banking Systems Inc | $236.67万 | 0.03% | 86,282 | -6,295 | -6.8% | -$17.27万 | 减仓 |
| WTS | Watts Water Technologies Inc C | $237.31万 | 0.03% | 8,175 | -360 | -4.2% | -$10.45万 | 减仓 |
| MANH | Manhattan Assocs Inc | $237.42万 | 0.03% | 17,835 | -1,082 | -5.7% | -$14.40万 | 减仓 |
| LH | Labcorp Holdings Inc | $237.73万 | 0.03% | 8,910 | -2,454 | -21.6% | -$65.48万 | 减仓 |
| AMG | Affiliated Managers Group Inc | $238.29万 | 0.03% | 8,612 | -481 | -5.3% | -$13.31万 | 减仓 |
| HLI | Houlihan Lokey Inc Cl A | $238.42万 | 0.03% | 16,601 | -1,021 | -5.8% | -$14.66万 | 减仓 |
| CF | Cf Industries Holdings Inc | $238.53万 | 0.03% | 18,371 | -1,229 | -6.3% | -$15.96万 | 减仓 |
| CAVA | Cava Group Inc | $238.65万 | 0.03% | 29,499 | -1,325 | -4.3% | -$10.72万 | 减仓 |
| CGNX | Cognex Corp | $238.91万 | 0.03% | 48,767 | -2,777 | -5.4% | -$13.60万 | 减仓 |
| HPQ | Hp Inc | $240.96万 | 0.03% | 125,437 | -544 | -0.4% | -$1.05万 | 减仓 |
| LUMN | Lumen Technologies Inc | $241.37万 | 0.03% | 347,290 | -15,234 | -4.2% | -$10.59万 | 减仓 |
| ULTA | Ulta Beauty Inc | $241.39万 | 0.03% | 4,618 | -248 | -5.1% | -$12.96万 | 减仓 |
| CTRE | Caretrust REIT Inc | $241.48万 | 0.03% | 65,887 | 5,359 | 8.9% | $19.64万 | 加仓 |
| PRI | Primerica Inc | $241.69万 | 0.03% | 9,649 | -516 | -5.1% | -$12.92万 | 减仓 |
| SHG | Shinhan Finl Group Co Ltd Spon | $241.91万 | 0.03% | 39,451 | 0 | 0.0% | — | 不变 |
| DLTR | Dollar Tree Inc | $243.09万 | 0.03% | 22,198 | -1,621 | -6.8% | -$17.75万 | 减仓 |
| CYTK | Cytokinetics Inc | $243.33万 | 0.03% | 36,919 | -1,745 | -4.5% | -$11.50万 | 减仓 |
| ARW | Arrow Electronics Inc | $244.71万 | 0.03% | 17,064 | -1,041 | -5.7% | -$14.93万 | 减仓 |
| UGI | Ugi Corp | $244.85万 | 0.03% | 67,230 | -4,069 | -5.7% | -$14.82万 | 减仓 |
| RF | Regions Financial Corp | $245.62万 | 0.03% | 94,037 | -3,703 | -3.8% | -$9.67万 | 减仓 |
| REXR | Rexford Industrial Realty Inc | $246.10万 | 0.03% | 75,192 | -4,271 | -5.4% | -$13.98万 | 减仓 |
| — | Masimo Corp | $246.67万 | 0.03% | 13,868 | -660 | -4.5% | -$11.74万 | 减仓 |
| ATR | Aptargroup Inc | $246.70万 | 0.03% | 19,577 | -1,316 | -6.3% | -$16.58万 | 减仓 |
| SBAC | Sba Communications Corp | $247.17万 | 0.03% | 14,361 | -337 | -2.3% | -$5.80万 | 减仓 |
| BAH | Booz Allen Hamilton Holding Co | $247.39万 | 0.03% | 31,704 | -2,031 | -6.0% | -$15.85万 | 减仓 |
| LFUS | Littelfuse Inc | $248.71万 | 0.03% | 7,329 | -347 | -4.5% | -$11.78万 | 减仓 |
| FR | First Industrial Realty Trust | $249.11万 | 0.03% | 43,062 | -1,830 | -4.1% | -$10.59万 | 减仓 |
| CR | Crane Company Common Stock | $249.29万 | 0.03% | 14,578 | -764 | -5.0% | -$13.06万 | 减仓 |
| SHEL | Shell PLC Spon ADS | $249.84万 | 0.03% | 26,864 | -3,000 | -10.0% | -$27.90万 | 减仓 |
| FICO | Fair Isaac Corp | $250.12万 | 0.03% | 2,343 | -102 | -4.2% | -$10.89万 | 减仓 |
| BABA | Alibaba Group Holding LTD Sp A | $251.31万 | 0.03% | 20,031 | 55 | 0.3% | $6,900 | 加仓 |
| PNW | Pinnacle West Cap Corp | $252.80万 | 0.03% | 25,092 | -458 | -1.8% | -$4.61万 | 减仓 |
| BG | Bunge Global SA | $253.57万 | 0.03% | 19,935 | -1,643 | -7.6% | -$20.90万 | 减仓 |
| CHRD | Chord Energy Corp | $253.71万 | 0.03% | 17,844 | -726 | -3.9% | -$10.32万 | 减仓 |
| CFR | Cullen Frost Bankers Inc | $254.63万 | 0.03% | 18,575 | -1,195 | -6.0% | -$16.38万 | 减仓 |
| TSCO | Tractor Supply Co | $255.70万 | 0.03% | 56,446 | -2,081 | -3.6% | -$9.43万 | 减仓 |
| VNOM | Viper Energy Inc Cl A | $256.26万 | 0.03% | 54,535 | 2,704 | 5.2% | $12.71万 | 加仓 |
| — | Dupont De Nemours Inc | $258.27万 | 0.03% | 56,391 | -3,710 | -6.2% | -$16.99万 | 减仓 |
| RHHBY | Roche Hldg Ltd Sponsored Adr I | $258.64万 | 0.03% | 52,832 | -23,185 | -30.5% | -$113.50万 | 减仓 |
| HSBC | Hsbc Hldgs Plc Sponsored Adr N | $259.03万 | 0.03% | 31,401 | -4,000 | -11.3% | -$33.00万 | 减仓 |
| NNN | Nnn Reit Inc | $260.62万 | 0.03% | 62,008 | -2,586 | -4.0% | -$10.87万 | 减仓 |
| AZN | AstraZeneca PLC | $261.10万 | 0.03% | 13,239 | 13,239 | — | $261.10万 | 新建仓 |
| WY | Weyerhaeuser Co | $261.36万 | 0.03% | 106,983 | -2,346 | -2.1% | -$5.73万 | 减仓 |
| ON | On Semiconductor Corp | $261.98万 | 0.03% | 42,310 | -2,576 | -5.7% | -$15.95万 | 减仓 |
| R | Ryder Systems Inc | $262.81万 | 0.03% | 12,838 | -888 | -6.5% | -$18.18万 | 减仓 |
| ZION | Zions Bancorporation Na | $263.14万 | 0.03% | 45,668 | -2,576 | -5.3% | -$14.84万 | 减仓 |
| PHM | Pulte Group Inc | $263.33万 | 0.03% | 22,390 | -940 | -4.0% | -$11.06万 | 减仓 |
| OMC | Omnicom Group Inc | $263.58万 | 0.03% | 34,999 | -1,973 | -5.3% | -$14.86万 | 减仓 |
| AYI | Acuity Brands Inc | $263.86万 | 0.03% | 9,416 | -446 | -4.5% | -$12.50万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $267.04万 | 0.03% | 42,590 | 4,465 | 11.7% | $28.00万 | 加仓 |
| RJF | Raymond James Financial Inc | $267.47万 | 0.03% | 18,473 | -623 | -3.3% | -$9.02万 | 减仓 |
| TPL | Texas Pacific Land Corporation | $268.36万 | 0.03% | 5,655 | -337 | -5.6% | -$15.99万 | 减仓 |
| INVH | Invitation Homes Inc | $269.37万 | 0.03% | 108,399 | 113 | 0.1% | $2,808 | 加仓 |
| SSB | Southstate Bank Corp | $270.19万 | 0.03% | 29,203 | -1,957 | -6.3% | -$18.11万 | 减仓 |
| HUBB | Hubbell Inc | $270.99万 | 0.03% | 5,522 | -224 | -3.9% | -$10.99万 | 减仓 |
| WRB | Berkley W R Corp | $271.26万 | 0.03% | 40,927 | -1,201 | -2.9% | -$7.96万 | 减仓 |
| AHR | American Healthcare REIT Inc | $271.34万 | 0.03% | 57,536 | 50,398 | 706.1% | $237.68万 | 加仓 |
| NFG | National Fuel Gas Co Nj | $272.35万 | 0.03% | 28,986 | 210 | 0.7% | $1.97万 | 加仓 |
| RMBS | Rambus Inc | $272.67万 | 0.03% | 31,695 | -1,622 | -4.9% | -$13.95万 | 减仓 |
| CUBE | Cubesmart | $273.13万 | 0.03% | 74,525 | -3,426 | -4.4% | -$12.56万 | 减仓 |
| WTFC | Wintrust Financial Corp | $273.87万 | 0.03% | 19,712 | -1,050 | -5.1% | -$14.59万 | 减仓 |
| TSN | Tyson Foods Inc Cl A | $273.94万 | 0.03% | 42,756 | -4,025 | -8.6% | -$25.79万 | 减仓 |
| REG | Regency Centers Corp | $274.44万 | 0.03% | 36,273 | -1,487 | -3.9% | -$11.25万 | 减仓 |
| NTRS | Northern Trust Corp | $274.58万 | 0.03% | 19,673 | -1,091 | -5.3% | -$15.23万 | 减仓 |
| MAA | Mid-America Apartment Communit | $274.86万 | 0.03% | 22,507 | -201 | -0.9% | -$2.45万 | 减仓 |
| WDAY | Workday Inc Cl A | $274.94万 | 0.03% | 21,162 | -884 | -4.0% | -$11.48万 | 减仓 |
| SNY | Sanofi Sponsored Adr | $276.02万 | 0.03% | 57,290 | 0 | 0.0% | — | 不变 |
| AFG | American Financial Group Inc O | $276.07万 | 0.03% | 21,617 | -1,104 | -4.9% | -$14.10万 | 减仓 |
| EXPE | Expedia Group Inc | $276.58万 | 0.03% | 11,979 | -418 | -3.4% | -$9.65万 | 减仓 |
| TTE | Totalenergies SE Act | $276.68万 | 0.03% | 30,411 | 0 | 0.0% | — | 不变 |
| EXE | Chesapeake Energy Corp | $276.72万 | 0.03% | 25,207 | -901 | -3.5% | -$9.89万 | 减仓 |
| TDY | Teledyne Technologies Inc | $278.24万 | 0.03% | 4,599 | -1,433 | -23.8% | -$86.70万 | 减仓 |
| WAT | Waters Corp | $278.31万 | 0.03% | 9,346 | 3,432 | 58.0% | $102.20万 | 加仓 |
| CFG | Citizens Financial Group Inc | $278.59万 | 0.03% | 46,455 | -2,375 | -4.9% | -$14.24万 | 减仓 |
| FLS | Flowserve Corp | $278.62万 | 0.03% | 37,902 | -1,921 | -4.8% | -$14.12万 | 减仓 |
| BIIB | Biogen Inc | $278.77万 | 0.03% | 15,206 | -714 | -4.5% | -$13.09万 | 减仓 |