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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | Equity Residential | $357.33万 | 0.04% | 60,411 | 8,746 | 16.9% | $51.73万 | 加仓 |
| ALLY | Ally Financial Inc | $358.35万 | 0.04% | 91,347 | -4,125 | -4.3% | -$16.18万 | 减仓 |
| AEIS | Advanced Energy Industries | $358.43万 | 0.04% | 11,107 | 899 | 8.8% | $29.01万 | 加仓 |
| BWA | Borgwarner Inc | $360.31万 | 0.04% | 66,404 | -5,680 | -7.9% | -$30.82万 | 减仓 |
| DGX | Quest Diagnostics Inc | $362.52万 | 0.04% | 18,498 | -994 | -5.1% | -$19.48万 | 减仓 |
| ACGL | Arch Capital Group LTD | $363.95万 | 0.04% | 37,915 | -1,621 | -4.1% | -$15.56万 | 减仓 |
| CMS | Cms Energy Corp | $365.39万 | 0.04% | 47,098 | -575 | -1.2% | -$4.46万 | 减仓 |
| HAL | Halliburton Co | $366.44万 | 0.04% | 93,982 | -4,944 | -5.0% | -$19.28万 | 减仓 |
| FNF | Fidelity National Financial In | $366.59万 | 0.04% | 79,041 | -3,489 | -4.2% | -$16.18万 | 减仓 |
| HL | Hecla Mng Co Com | $367.18万 | 0.04% | 197,093 | -9,847 | -4.8% | -$18.34万 | 减仓 |
| LAMR | Lamar Advertising Co | $367.23万 | 0.04% | 28,994 | -1,315 | -4.3% | -$16.66万 | 减仓 |
| MLM | Martin Marietta Materials Inc | $368.17万 | 0.04% | 6,254 | -230 | -3.5% | -$13.54万 | 减仓 |
| EME | Emcor Group Inc | $368.79万 | 0.04% | 4,995 | -117 | -2.3% | -$8.64万 | 减仓 |
| EXR | Extra Space Storage | $369.68万 | 0.04% | 28,192 | -791 | -2.7% | -$10.37万 | 减仓 |
| DVN | Devon Energy Corp | $370.03万 | 0.04% | 73,535 | -3,400 | -4.4% | -$17.11万 | 减仓 |
| VMC | Vulcan Materials Co | $372.08万 | 0.04% | 13,664 | -474 | -3.4% | -$12.91万 | 减仓 |
| STRL | Sterling Infrastucture, Inc | $372.53万 | 0.04% | 9,147 | -462 | -4.8% | -$18.82万 | 减仓 |
| HPE | Hewlett Packard Enterprise Co | $372.73万 | 0.04% | 156,543 | -5,658 | -3.5% | -$13.47万 | 减仓 |
| SOLS | Solstice Advanced Materials In | $373.34万 | 0.04% | 49,020 | 3,699 | 8.2% | $28.17万 | 加仓 |
| ELAN | Elanco Animal Health Inc | $373.38万 | 0.04% | 156,029 | -8,370 | -5.1% | -$20.03万 | 减仓 |
| FIVE | Five Below Inc | $373.52万 | 0.04% | 16,348 | -815 | -4.7% | -$18.62万 | 减仓 |
| LSCC | Lattice Semiconductor Corp | $374.21万 | 0.04% | 40,342 | -2,068 | -4.9% | -$19.18万 | 减仓 |
| CTSH | Cognizant Technology Solutions | $374.22万 | 0.04% | 60,998 | -1,820 | -2.9% | -$11.17万 | 减仓 |
| GWRE | Guidewire Software Inc | $375.29万 | 0.04% | 25,093 | -1,275 | -4.8% | -$19.07万 | 减仓 |
| DDOG | Datadog Inc Cl A | $376.86万 | 0.04% | 31,924 | -646 | -2.0% | -$7.63万 | 减仓 |
| MLI | Mueller Industries Inc | $377.22万 | 0.04% | 34,045 | -1,699 | -4.8% | -$18.82万 | 减仓 |
| COIN | Coinbase Global Inc Cl A | $378.69万 | 0.04% | 21,688 | -848 | -3.8% | -$14.81万 | 减仓 |
| ROIV | Roivant Sciences Ltd | $379.36万 | 0.04% | 136,954 | -2,598 | -1.9% | -$7.20万 | 减仓 |
| CG | Carlyle Group Inc | $380.44万 | 0.04% | 78,619 | -3,750 | -4.6% | -$18.15万 | 减仓 |
| PNFP | Pinnacle Financial Partners In | $382.49万 | 0.04% | 44,403 | -2,053 | -4.4% | -$17.68万 | 减仓 |
| RRX | Regal Beloit Corp | $382.66万 | 0.04% | 20,435 | -1,047 | -4.9% | -$19.61万 | 减仓 |
| FANG | Diamondback Energy Inc | $382.96万 | 0.04% | 19,362 | -536 | -2.7% | -$10.60万 | 减仓 |
| NDAQ | Nasdaq Inc | $383.03万 | 0.04% | 45,121 | -1,792 | -3.8% | -$15.21万 | 减仓 |
| KB | Kb Finl Group Inc Sponsored Ad | $383.09万 | 0.04% | 38,413 | 0 | 0.0% | — | 不变 |
| AR | Antero Resources Corp | $383.57万 | 0.05% | 90,379 | -4,348 | -4.6% | -$18.45万 | 减仓 |
| RPM | Rpm Intl Inc | $386.54万 | 0.05% | 38,887 | -1,964 | -4.8% | -$19.52万 | 减仓 |
| GRMN | Garmin LTD | $387.23万 | 0.05% | 16,690 | -758 | -4.3% | -$17.59万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc | $389.88万 | 0.05% | 19,953 | -541 | -2.6% | -$10.57万 | 减仓 |
| RNR | Renaissancere Holdings LTD | $390.00万 | 0.05% | 13,121 | -1,386 | -9.6% | -$41.20万 | 减仓 |
| FE | Firstenergy Corp | $390.16万 | 0.05% | 77,015 | -2,762 | -3.5% | -$13.99万 | 减仓 |
| WSO | Watsco Inc | $390.56万 | 0.05% | 10,736 | -494 | -4.4% | -$17.97万 | 减仓 |
| PEN | Penumbra Inc | $391.71万 | 0.05% | 11,929 | -571 | -4.6% | -$18.75万 | 减仓 |
| WTW | Willis Towers Watson Pub LTD | $392.07万 | 0.05% | 13,487 | -103 | -0.8% | -$2.99万 | 减仓 |
| BJ | Bjs Whsl Club Holdings Inc | $392.53万 | 0.05% | 39,883 | -2,158 | -5.1% | -$21.24万 | 减仓 |
| CBOE | Cboe Global Markets Inc | $393.02万 | 0.05% | 13,983 | -504 | -3.5% | -$14.17万 | 减仓 |
| GLPI | Gaming & Leisure Pptys Inc Com | $393.77万 | 0.05% | 88,747 | -4,301 | -4.6% | -$19.08万 | 减仓 |
| — | Avalonbay Communities Inc | $395.03万 | 0.05% | 24,183 | -159 | -0.7% | -$2.60万 | 减仓 |
| OKTA | Okta Inc Cl A | $395.33万 | 0.05% | 50,226 | -2,236 | -4.3% | -$17.60万 | 减仓 |
| ELS | Equity Lifestyle Properties In | $396.33万 | 0.05% | 63,494 | -3,192 | -4.8% | -$19.92万 | 减仓 |
| STT | State Street Corp | $396.93万 | 0.05% | 31,363 | -1,246 | -3.8% | -$15.77万 | 减仓 |
| MSCI | MSCI Inc | $398.14万 | 0.05% | 7,386 | -530 | -6.7% | -$28.57万 | 减仓 |
| NYT | New York Times Co Cl A | $398.50万 | 0.05% | 47,593 | -2,479 | -5.0% | -$20.76万 | 减仓 |
| TOL | Toll Brothers Inc | $401.49万 | 0.05% | 29,420 | -1,878 | -6.0% | -$25.63万 | 减仓 |
| EQT | Equity Corp | $402.01万 | 0.05% | 63,169 | -2,267 | -3.5% | -$14.43万 | 减仓 |
| SNX | Td Synnex Corporation | $402.37万 | 0.05% | 23,850 | -1,273 | -5.1% | -$21.48万 | 减仓 |
| DTM | DT Midstream Inc | $403.54万 | 0.05% | 29,965 | -1,614 | -5.1% | -$21.74万 | 减仓 |
| NBIX | Neurocrine Biosciences Inc | $404.40万 | 0.05% | 30,697 | -1,349 | -4.2% | -$17.77万 | 减仓 |
| RGA | Reinsurance Group Of America I | $406.50万 | 0.05% | 19,911 | -964 | -4.6% | -$19.68万 | 减仓 |
| TRU | Transunion | $407.07万 | 0.05% | 58,834 | -3,317 | -5.3% | -$22.95万 | 减仓 |
| IRM | Iron Mountain Inc | $407.68万 | 0.05% | 39,914 | -1,292 | -3.1% | -$13.20万 | 减仓 |
| DKS | Dicks Sporting Goods Inc | $412.40万 | 0.05% | 20,798 | -979 | -4.5% | -$19.41万 | 减仓 |
| CNP | Centerpoint Energy Inc | $413.02万 | 0.05% | 95,694 | -1,216 | -1.3% | -$5.25万 | 减仓 |
| COHR | Coherent Corp | $414.80万 | 0.05% | 17,413 | -31,210 | -64.2% | -$743.45万 | 减仓 |
| PRU | Prudential Financial Inc | $414.90万 | 0.05% | 42,471 | -1,365 | -3.1% | -$13.33万 | 减仓 |
| PPL | Ppl Corp | $415.85万 | 0.05% | 108,862 | -2,671 | -2.4% | -$10.20万 | 减仓 |
| WCC | Wesco Intl Inc | $416.73万 | 0.05% | 15,230 | -739 | -4.6% | -$20.22万 | 减仓 |
| LECO | Lincoln Electric Holdings Inc | $417.67万 | 0.05% | 16,769 | -812 | -4.6% | -$20.22万 | 减仓 |
| MTSI | Macom Technology Solutions Hol | $421.64万 | 0.05% | 18,987 | -796 | -4.0% | -$17.68万 | 减仓 |
| CSL | Carlisle Cos Inc | $422.27万 | 0.05% | 12,657 | -874 | -6.5% | -$29.16万 | 减仓 |
| OHI | Omega Healthcare Investors | $423.25万 | 0.05% | 96,589 | -4,515 | -4.5% | -$19.78万 | 减仓 |
| MCHP | Microchip Technology Inc | $423.74万 | 0.05% | 65,584 | -3,693 | -5.3% | -$23.86万 | 减仓 |
| RMD | Resmed Inc | $425.37万 | 0.05% | 18,949 | -351 | -1.8% | -$7.88万 | 减仓 |
| PCG | PG&E Corp | $425.86万 | 0.05% | 242,379 | -8,442 | -3.4% | -$14.83万 | 减仓 |
| CVNA | Carvana Co Cl A | $426.65万 | 0.05% | 13,571 | -292 | -2.1% | -$9.18万 | 减仓 |
| AEE | Ameren Corp | $428.37万 | 0.05% | 38,971 | -25 | -0.1% | -$2,748 | 减仓 |
| GGG | Graco Inc | $428.52万 | 0.05% | 50,623 | -2,532 | -4.8% | -$21.43万 | 减仓 |
| ROK | Rockwell Automation Inc | $429.11万 | 0.05% | 11,957 | -365 | -3.0% | -$13.10万 | 减仓 |
| THC | Tenet Healthcare Corp | $429.18万 | 0.05% | 22,743 | -1,233 | -5.1% | -$23.27万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $429.47万 | 0.05% | 134,168 | -7,882 | -5.5% | -$25.23万 | 减仓 |
| DTE | DTE Energy Co | $432.18万 | 0.05% | 29,557 | -603 | -2.0% | -$8.82万 | 减仓 |
| DAL | Delta Air Lines Inc | $436.32万 | 0.05% | 65,632 | -2,286 | -3.4% | -$15.20万 | 减仓 |
| TLN | Talen Energy Corp | $438.21万 | 0.05% | 13,727 | -454 | -3.2% | -$14.49万 | 减仓 |
| CLH | Clean Harbors Inc | $438.27万 | 0.05% | 15,285 | -734 | -4.6% | -$21.05万 | 减仓 |
| DOW | Dow Inc | $438.74万 | 0.05% | 105,339 | -914 | -0.9% | -$3.81万 | 减仓 |
| SPOT | Spotify | $439.57万 | 0.05% | 9,065 | 142 | 1.6% | $6.89万 | 加仓 |
| DHI | D R Horton Inc | $442.68万 | 0.05% | 32,260 | -1,413 | -4.2% | -$19.39万 | 减仓 |
| EWBC | East West Bancorp Inc | $443.33万 | 0.05% | 41,526 | -2,076 | -4.8% | -$22.16万 | 减仓 |
| JLL | Jones Lang Lasalle Inc | $445.59万 | 0.05% | 14,642 | -727 | -4.7% | -$22.12万 | 减仓 |
| AMP | Ameriprise Financial Inc | $449.62万 | 0.05% | 10,118 | -542 | -5.1% | -$24.09万 | 减仓 |
| WAB | Wabtec Corp | $453.92万 | 0.05% | 18,163 | -761 | -4.0% | -$19.02万 | 减仓 |
| CBRE | Cbre Group Inc Cl A | $454.93万 | 0.05% | 33,584 | -1,274 | -3.7% | -$17.26万 | 减仓 |
| MKSI | Mks Inc | $455.25万 | 0.05% | 19,810 | -1,005 | -4.8% | -$23.10万 | 减仓 |
| APG | Api Group Corp | $462.63万 | 0.05% | 114,173 | -1,854 | -1.6% | -$7.51万 | 减仓 |
| PR | Permian Resources Corp Class A | $463.28万 | 0.05% | 217,301 | 1,775 | 0.8% | $3.78万 | 加仓 |
| MNST | Monster Beverage Corp | $464.41万 | 0.05% | 64,092 | 7,232 | 12.7% | $52.40万 | 加仓 |
| SGI | Somnigroup International Inc | $466.65万 | 0.05% | 63,129 | -3,182 | -4.8% | -$23.52万 | 减仓 |
| BWXT | Bwx Technologies Inc Com | $470.88万 | 0.06% | 23,027 | -1,468 | -6.0% | -$30.02万 | 减仓 |
| ASML | Asml Holding Nv Ny Reg Shs | $476.03万 | 0.06% | 3,604 | 21 | 0.6% | $2.77万 | 加仓 |
| LITE | Lumentum Holdings Inc | $478.16万 | 0.06% | 6,804 | -15,281 | -69.2% | -$1,073.89万 | 减仓 |
| TER | Teradyne Inc | $480.15万 | 0.06% | 16,196 | -579 | -3.5% | -$17.17万 | 减仓 |