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 |
|---|---|---|---|---|---|---|---|---|
| WCC | Wesco Intl Inc | $492.28万 | 0.06% | 14,251 | -979 | -6.4% | -$33.82万 | 减仓 |
| TLN | Talen Energy Corp | $495.62万 | 0.06% | 12,898 | -829 | -6.0% | -$31.86万 | 减仓 |
| NXT | Nextpower Inc | $495.65万 | 0.06% | 41,602 | -2,644 | -6.0% | -$31.50万 | 减仓 |
| ROKU | Roku Inc Cl A | $498.92万 | 0.06% | 36,117 | 36,117 | — | $498.92万 | 新建仓 |
| ITT | Itt Inc | $499.10万 | 0.06% | 25,237 | -836 | -3.2% | -$16.53万 | 减仓 |
| WPC | Wp Carey Inc | $500.54万 | 0.06% | 70,006 | -3,332 | -4.5% | -$23.82万 | 减仓 |
| EWBC | East West Bancorp Inc | $502.87万 | 0.06% | 38,955 | -2,571 | -6.2% | -$33.19万 | 减仓 |
| VST | Vistra Corp | $510.97万 | 0.06% | 32,211 | -1,691 | -5.0% | -$26.82万 | 减仓 |
| AIG | American Intl Group Inc | $516.88万 | 0.06% | 69,352 | -3,987 | -5.4% | -$29.72万 | 减仓 |
| NLY | Annaly Capital Management Inc | $519.96万 | 0.06% | 232,540 | -8,445 | -3.5% | -$18.88万 | 减仓 |
| APO | Apollo Global Mgmt Inc | $520.69万 | 0.06% | 44,011 | -3,403 | -7.2% | -$40.26万 | 减仓 |
| ONTO | Onto Innovation Inc | $521.05万 | 0.06% | 13,768 | -850 | -5.8% | -$32.17万 | 减仓 |
| AZO | Autozone Inc | $532.44万 | 0.06% | 1,666 | -258 | -13.4% | -$82.46万 | 减仓 |
| KKR | KKR & Co Inc | $533.39万 | 0.06% | 58,116 | -3,800 | -6.1% | -$34.88万 | 减仓 |
| OKE | Oneok Inc | $533.57万 | 0.06% | 61,372 | -4,537 | -6.9% | -$39.44万 | 减仓 |
| ERIE | Erie Indemnity Co Cl A | $533.97万 | 0.06% | 22,272 | -27 | -0.1% | -$6,473 | 减仓 |
| TTMI | Ttm Technologies Inc | $534.76万 | 0.06% | 28,594 | -1,737 | -5.7% | -$32.49万 | 减仓 |
| PEG | Public Service Enterprise Grou | $535.54万 | 0.06% | 65,986 | -2,624 | -3.8% | -$21.30万 | 减仓 |
| NKE | Nike Inc Cl B | $535.96万 | 0.06% | 130,563 | -5,964 | -4.4% | -$24.48万 | 减仓 |
| LHX | L3Harris Technologies Inc | $536.11万 | 0.06% | 18,449 | -3,331 | -15.3% | -$96.80万 | 减仓 |
| RSG | Republic Services Inc | $542.88万 | 0.06% | 25,478 | -1,127 | -4.2% | -$24.01万 | 减仓 |
| MET | Metlife Inc | $543.38万 | 0.06% | 64,222 | -5,186 | -7.5% | -$43.88万 | 减仓 |
| FDS | Factset Research Systems Inc | $544.99万 | 0.06% | 23,687 | 1,036 | 4.6% | $23.84万 | 加仓 |
| BKR | Baker Hughes Company Cl A | $545.69万 | 0.06% | 98,323 | -8,144 | -7.6% | -$45.20万 | 减仓 |
| EBAY | Ebay Inc | $548.49万 | 0.06% | 49,082 | -4,365 | -8.2% | -$48.78万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $548.59万 | 0.06% | 8,798 | -600 | -6.4% | -$37.41万 | 减仓 |
| TRGP | Targa Resources Corp | $548.60万 | 0.06% | 20,459 | -1,643 | -7.4% | -$44.06万 | 减仓 |
| MCHP | Microchip Technology Inc | $549.14万 | 0.06% | 60,213 | -5,371 | -8.2% | -$48.98万 | 减仓 |
| ROK | Rockwell Automation Inc | $549.68万 | 0.06% | 11,103 | -854 | -7.1% | -$42.28万 | 减仓 |
| IDXX | Idexx Laboratories Inc | $550.92万 | 0.06% | 10,465 | -284 | -2.6% | -$14.95万 | 减仓 |
| BF/B | Brown Forman Corp Cl B | $553.82万 | 0.06% | 207,814 | -6,801 | -3.2% | -$18.12万 | 减仓 |
| FN | Fabrinet | $560.45万 | 0.06% | 9,971 | -575 | -5.5% | -$32.32万 | 减仓 |
| ABNB | Airbnb Inc Cl A | $560.89万 | 0.06% | 39,196 | -2,878 | -6.8% | -$41.18万 | 减仓 |
| BURL | Burlington Stores Inc | $563.71万 | 0.06% | 17,794 | -1,043 | -5.5% | -$33.04万 | 减仓 |
| HCA | Hca Healthcare Inc | $564.91万 | 0.06% | 14,489 | -852 | -5.6% | -$33.22万 | 减仓 |
| AJG | Gallagher Arthur J & Co | $567.66万 | 0.06% | 24,727 | -1,729 | -6.5% | -$39.69万 | 减仓 |
| RBC | RBC Bearings Inc | $569.35万 | 0.06% | 8,840 | -568 | -6.0% | -$36.58万 | 减仓 |
| RS | Reliance Inc | $571.44万 | 0.06% | 15,296 | -1,374 | -8.2% | -$51.33万 | 减仓 |
| MNST | Monster Beverage Corp | $572.74万 | 0.06% | 59,586 | -4,506 | -7.0% | -$43.31万 | 减仓 |
| FLEX | Flex LTD | $574.02万 | 0.06% | 35,418 | -77,811 | -68.7% | -$1,261.08万 | 减仓 |
| DAL | Delta Air Lines Inc | $577.09万 | 0.06% | 61,616 | -4,016 | -6.1% | -$37.61万 | 减仓 |
| LSCC | Lattice Semiconductor Corp | $581.02万 | 0.07% | 37,985 | -2,357 | -5.8% | -$36.05万 | 减仓 |
| SNX | Td Synnex Corporation | $594.88万 | 0.07% | 22,252 | -1,598 | -6.7% | -$42.72万 | 减仓 |
| CARR | Carrier Global Corporation | $598.15万 | 0.07% | 81,547 | -5,768 | -6.6% | -$42.31万 | 减仓 |
| LITE | Lumentum Holdings Inc | $599.27万 | 0.07% | 6,984 | 180 | 2.6% | $15.45万 | 加仓 |
| KEYS | Keysight Technologies Inc | $600.37万 | 0.07% | 17,150 | -1,300 | -7.0% | -$45.51万 | 减仓 |
| MCHI | Ishares Msci China Etf | $605.23万 | 0.07% | 118,615 | -133,179 | -52.9% | -$679.55万 | 减仓 |
| MKC | Mccormick & Co Inc Non Vtg | $606.27万 | 0.07% | 120,244 | -186 | -0.2% | -$9,378 | 减仓 |
| RBA | Rb Global Inc | $613.27万 | 0.07% | 52,664 | -3,358 | -6.0% | -$39.10万 | 减仓 |
| CLX | Clorox Co | $619.63万 | 0.07% | 64,923 | 191 | 0.3% | $1.82万 | 加仓 |
| ETR | Entergy Corp | $620.03万 | 0.07% | 53,981 | -3,055 | -5.4% | -$35.09万 | 减仓 |
| AME | Ametek Inc | $620.33万 | 0.07% | 25,640 | -1,570 | -5.8% | -$37.98万 | 减仓 |
| AOS | Smith A O Corp | $624.81万 | 0.07% | 99,619 | -5,624 | -5.3% | -$35.27万 | 减仓 |
| XEL | Xcel Energy Inc | $628.72万 | 0.07% | 78,296 | -2,475 | -3.1% | -$19.87万 | 减仓 |
| ILMN | Illumina Inc | $634.59万 | 0.07% | 36,091 | -3,106 | -7.9% | -$54.61万 | 减仓 |
| HPE | Hewlett Packard Enterprise Co | $634.76万 | 0.07% | 140,713 | -15,830 | -10.1% | -$71.41万 | 减仓 |
| MPWR | Monolithic Power Systems Inc | $635.75万 | 0.07% | 4,599 | -299 | -6.1% | -$41.33万 | 减仓 |
| CTVA | Corteva Inc | $637.20万 | 0.07% | 75,239 | -4,620 | -5.8% | -$39.13万 | 减仓 |
| OKTA | Okta Inc Cl A | $638.18万 | 0.07% | 46,770 | -3,456 | -6.9% | -$47.16万 | 减仓 |
| DASH | Doordash Inc Cl A | $641.76万 | 0.07% | 34,778 | -1,605 | -4.4% | -$29.62万 | 减仓 |
| VTR | Ventas Inc | $643.13万 | 0.07% | 72,425 | -1,207 | -1.6% | -$10.72万 | 减仓 |
| CIEN | Ciena Corp | $643.17万 | 0.07% | 13,111 | -1,143 | -8.0% | -$56.07万 | 减仓 |
| LMT | Lockheed Martin Corp | $646.00万 | 0.07% | 12,680 | -1,255 | -9.0% | -$63.94万 | 减仓 |
| HRL | Hormel Foods Corp | $650.03万 | 0.07% | 261,899 | 2,714 | 1.0% | $6.74万 | 加仓 |
| EXC | Exelon Corp | $650.12万 | 0.07% | 139,450 | -8,327 | -5.6% | -$38.82万 | 减仓 |
| FIX | Comfort Systems Usa Inc | $650.89万 | 0.07% | 3,284 | -233 | -6.6% | -$46.18万 | 减仓 |
| USFD | Us Foods Holding Corp | $658.32万 | 0.07% | 64,383 | -4,050 | -5.9% | -$41.41万 | 减仓 |
| PNR | Pentair Plc | $663.53万 | 0.07% | 86,554 | -550 | -0.6% | -$4.22万 | 减仓 |
| MCO | Moodys Corp | $668.94万 | 0.07% | 14,769 | -1,261 | -7.9% | -$57.12万 | 减仓 |
| CW | Curtiss Wright Corp | $669.25万 | 0.07% | 8,832 | -594 | -6.3% | -$45.01万 | 减仓 |
| PCAR | Paccar Inc | $669.50万 | 0.07% | 55,736 | -2,843 | -4.9% | -$34.15万 | 减仓 |
| ROST | Ross Stores Inc | $671.70万 | 0.08% | 31,557 | -2,580 | -7.6% | -$54.92万 | 减仓 |
| BRO | Brown & Brown Inc | $671.96万 | 0.08% | 104,748 | -2,193 | -2.1% | -$14.07万 | 减仓 |
| CRH | CRH PLC | $674.30万 | 0.08% | 63,019 | -2,655 | -4.0% | -$28.41万 | 减仓 |
| UTHR | United Therapeutics Corp | $674.36万 | 0.08% | 12,446 | -934 | -7.0% | -$50.61万 | 减仓 |
| COHR | Coherent Corp | $676.95万 | 0.08% | 17,161 | -252 | -1.4% | -$9.94万 | 减仓 |
| XPO | XPO Inc | $679.63万 | 0.08% | 33,106 | -1,874 | -5.4% | -$38.47万 | 减仓 |
| EW | Edwards Lifesciences Corp | $684.78万 | 0.08% | 75,700 | -10,085 | -11.8% | -$91.23万 | 减仓 |
| MTSI | Macom Technology Solutions Hol | $687.44万 | 0.08% | 18,073 | -914 | -4.8% | -$34.77万 | 减仓 |
| P | Everpure Inc | $690.25万 | 0.08% | 87,606 | -5,421 | -5.8% | -$42.71万 | 减仓 |
| NXPI | Nxp Semiconductors NV | $690.59万 | 0.08% | 24,574 | -1,832 | -6.9% | -$51.48万 | 减仓 |
| MDLZ | Mondelez Intl Inc Cl A | $690.78万 | 0.08% | 119,429 | -9,591 | -7.4% | -$55.47万 | 减仓 |
| — | Warner Bros Discovery Inc Com | $692.75万 | 0.08% | 259,846 | -29,302 | -10.1% | -$78.12万 | 减仓 |
| TFC | Truist Financial Corp | $696.14万 | 0.08% | 139,730 | -11,159 | -7.4% | -$55.59万 | 减仓 |
| TEL | TE Connectivity PLC | $701.94万 | 0.08% | 34,817 | -4,435 | -11.3% | -$89.41万 | 减仓 |
| ALL | Allstate Corp | $703.28万 | 0.08% | 29,557 | -2,148 | -6.8% | -$51.11万 | 减仓 |
| WWD | Woodward Inc | $711.17万 | 0.08% | 16,716 | -1,075 | -6.0% | -$45.74万 | 减仓 |
| TER | Teradyne Inc | $716.33万 | 0.08% | 14,805 | -1,391 | -8.6% | -$67.30万 | 减仓 |
| F | Ford Motor Co | $718.17万 | 0.08% | 516,670 | -44,951 | -8.0% | -$62.48万 | 减仓 |
| PSA | Public Storage Inc | $721.50万 | 0.08% | 22,667 | -1,192 | -5.0% | -$37.94万 | 减仓 |
| STRL | Sterling Infrastucture, Inc | $721.77万 | 0.08% | 8,599 | -548 | -6.0% | -$46.00万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $721.86万 | 0.08% | 32,651 | 32,651 | — | $721.86万 | 新建仓 |
| HOOD | Robinhood Mkts Inc Cl A | $727.47万 | 0.08% | 72,544 | -4,442 | -5.8% | -$44.54万 | 减仓 |
| HON | Honeywell Intl Inc | $729.07万 | 0.08% | 32,562 | -34,471 | -51.4% | -$771.82万 | 减仓 |
| MTZ | Mastec Inc | $732.85万 | 0.08% | 17,614 | -1,125 | -6.0% | -$46.81万 | 减仓 |
| AON | AON PLC Cl A | $733.03万 | 0.08% | 22,100 | -3,714 | -14.4% | -$123.19万 | 减仓 |
| SRE | Sempra | $733.69万 | 0.08% | 79,138 | 3,164 | 4.2% | $29.33万 | 加仓 |
| INTU | Intuit | $733.98万 | 0.08% | 28,122 | -1,994 | -6.6% | -$52.04万 | 减仓 |
| HUM | Humana Inc | $734.42万 | 0.08% | 18,489 | -695 | -3.6% | -$27.61万 | 减仓 |
| EOG | Eog Resources Inc | $735.90万 | 0.08% | 56,726 | -5,263 | -8.5% | -$68.28万 | 减仓 |