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 |
|---|---|---|---|---|---|---|---|---|
| ED | Consolidated Edison Inc | $1,347.28万 | 0.16% | 119,039 | -3,532 | -2.9% | -$39.98万 | 减仓 |
| SO | Southern Co | $1,352.70万 | 0.16% | 140,147 | -3,097 | -2.2% | -$29.89万 | 减仓 |
| COF | Capital One Financial Corp | $1,358.05万 | 0.16% | 74,442 | -3,742 | -4.8% | -$68.27万 | 减仓 |
| CTAS | Cintas Corp | $1,365.93万 | 0.16% | 80,757 | 1,479 | 1.9% | $25.02万 | 加仓 |
| ETN | Eaton Corp Plc | $1,379.64万 | 0.16% | 38,573 | -2,002 | -4.9% | -$71.61万 | 减仓 |
| CVS | CVS Health Corp | $1,404.71万 | 0.16% | 195,588 | -4,442 | -2.2% | -$31.90万 | 减仓 |
| ACN | Accenture Plc Ireland Class A | $1,406.05万 | 0.17% | 70,909 | -894 | -1.2% | -$17.73万 | 减仓 |
| MCHI | Ishares Msci China Etf | $1,414.58万 | 0.17% | 251,794 | -31,726 | -11.2% | -$178.24万 | 减仓 |
| SHW | Sherwin Williams Co | $1,424.86万 | 0.17% | 44,451 | -1,717 | -3.7% | -$55.04万 | 减仓 |
| BA | Boeing Co | $1,428.56万 | 0.17% | 71,776 | -2,646 | -3.6% | -$52.66万 | 减仓 |
| BKNG | Booking Holdings Inc | $1,433.23万 | 0.17% | 3,404 | -112 | -3.2% | -$47.16万 | 减仓 |
| APD | Air Prods & Chems Inc | $1,446.88万 | 0.17% | 49,808 | 719 | 1.5% | $20.89万 | 加仓 |
| TGT | Target Corp | $1,454.36万 | 0.17% | 119,997 | 3,911 | 3.4% | $47.40万 | 加仓 |
| EMR | Emerson Electric Co | $1,458.47万 | 0.17% | 111,317 | -2,758 | -2.4% | -$36.14万 | 减仓 |
| EWJ | Ishares Msci Jpn Etf New | $1,475.62万 | 0.17% | 174,754 | -59,251 | -25.3% | -$500.32万 | 减仓 |
| GD | General Dynamics Corp | $1,493.32万 | 0.18% | 43,509 | -2,994 | -6.4% | -$102.76万 | 减仓 |
| CL | Colgate Palmolive Co | $1,501.79万 | 0.18% | 176,204 | -3,421 | -1.9% | -$29.16万 | 减仓 |
| ADP | Automatic Data Processing Inc | $1,511.21万 | 0.18% | 74,378 | -40 | -0.1% | -$8,127 | 减仓 |
| ECL | Ecolab Inc | $1,514.54万 | 0.18% | 56,933 | -2,683 | -4.5% | -$71.37万 | 减仓 |
| — | Honeywell Intl Inc | $1,515.15万 | 0.18% | 67,033 | -2,051 | -3.0% | -$46.36万 | 减仓 |
| VTI | Vanguard Total Stock Market ET | $1,522.40万 | 0.18% | 47,455 | -195 | -0.4% | -$6.26万 | 减仓 |
| ITW | Illinois Tool Works Inc | $1,534.38万 | 0.18% | 58,949 | -1,941 | -3.2% | -$50.52万 | 减仓 |
| BLK | BlackRock Inc | $1,534.52万 | 0.18% | 15,956 | -661 | -4.0% | -$63.57万 | 减仓 |
| O | Realty Income Corp | $1,539.75万 | 0.18% | 251,675 | -5,457 | -2.1% | -$33.39万 | 减仓 |
| AFL | Aflac Inc | $1,560.39万 | 0.18% | 142,228 | 1,564 | 1.1% | $17.16万 | 加仓 |
| QCOM | Qualcomm Inc | $1,571.16万 | 0.18% | 122,003 | -3,212 | -2.6% | -$41.36万 | 减仓 |
| PFE | Pfizer Inc | $1,581.82万 | 0.19% | 563,326 | -12,770 | -2.2% | -$35.86万 | 减仓 |
| UBER | Uber Technologies Inc | $1,588.93万 | 0.19% | 220,899 | -10,254 | -4.4% | -$73.76万 | 减仓 |
| MCK | Mckesson Corp | $1,590.08万 | 0.19% | 18,375 | 103 | 0.6% | $8.91万 | 加仓 |
| SYK | Stryker Corp | $1,595.72万 | 0.19% | 48,563 | -630 | -1.3% | -$20.70万 | 减仓 |
| DE | Deere & Co | $1,643.40万 | 0.19% | 29,174 | -1,737 | -5.6% | -$97.85万 | 减仓 |
| PM | Philip Morris Intl Inc | $1,659.10万 | 0.19% | 100,345 | -4,897 | -4.7% | -$80.97万 | 减仓 |
| CAH | Cardinal Health Inc | $1,678.60万 | 0.20% | 79,438 | -10,843 | -12.0% | -$229.12万 | 减仓 |
| SCHW | The Charles Schwab Corporation | $1,690.56万 | 0.20% | 179,885 | -5,931 | -3.2% | -$55.74万 | 减仓 |
| UNP | Union Pacific Corp | $1,739.66万 | 0.20% | 71,703 | -2,940 | -3.9% | -$71.33万 | 减仓 |
| APH | Amphenol Corp Cl A | $1,752.55万 | 0.21% | 138,706 | -6,274 | -4.3% | -$79.27万 | 减仓 |
| ADI | Analog Devices Inc | $1,766.51万 | 0.21% | 55,526 | -2,611 | -4.5% | -$83.07万 | 减仓 |
| PLD | Prologis Inc | $1,785.83万 | 0.21% | 135,106 | -2,476 | -1.8% | -$32.73万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $1,789.71万 | 0.21% | 36,411 | -1,138 | -3.0% | -$55.94万 | 减仓 |
| AXP | American Express Co | $1,810.68万 | 0.21% | 59,861 | -2,869 | -4.6% | -$86.78万 | 减仓 |
| GILD | Gilead Sciences Inc | $1,814.07万 | 0.21% | 130,162 | -4,623 | -3.4% | -$64.43万 | 减仓 |
| CRM | Salesforce Inc | $1,870.48万 | 0.22% | 100,202 | -4,802 | -4.6% | -$89.64万 | 减仓 |
| EFA | Ishares Msci Eafe Etf | $1,877.35万 | 0.22% | 193,282 | 85,795 | 79.8% | $833.33万 | 加仓 |
| DIS | Disney Walt Co Disney | $1,887.68万 | 0.22% | 195,858 | -9,136 | -4.5% | -$88.05万 | 减仓 |
| RTX | Rtx Corp | $1,894.18万 | 0.22% | 98,195 | -6,065 | -5.8% | -$116.99万 | 减仓 |
| IJR | Ishares Core S&P Scp Etf | $1,899.89万 | 0.22% | 152,835 | -35,074 | -18.7% | -$436.00万 | 减仓 |
| COP | Conocophillips | $1,920.82万 | 0.23% | 145,517 | -4,802 | -3.2% | -$63.39万 | 减仓 |
| AMGN | Amgen Inc | $1,953.86万 | 0.23% | 55,531 | -1,907 | -3.3% | -$67.10万 | 减仓 |
| TXN | Texas Instruments Inc | $1,980.74万 | 0.23% | 102,026 | -3,978 | -3.8% | -$77.23万 | 减仓 |
| SPGI | S&P Global Inc | $2,011.16万 | 0.24% | 47,284 | -5,083 | -9.7% | -$216.20万 | 减仓 |
| WELL | Welltower Inc | $2,024.34万 | 0.24% | 102,390 | -1,405 | -1.4% | -$27.78万 | 减仓 |
| TJX | Tjx Cos Inc | $2,114.20万 | 0.25% | 132,386 | -6,017 | -4.3% | -$96.09万 | 减仓 |
| KLAC | Kla Corporation | $2,150.08万 | 0.25% | 14,602 | -914 | -5.9% | -$134.58万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $2,177.76万 | 0.26% | 47,241 | -499 | -1.0% | -$23.00万 | 减仓 |
| LOW | Lowes Cos Inc | $2,210.64万 | 0.26% | 93,560 | -4,634 | -4.7% | -$109.49万 | 减仓 |
| MDT | Medtronic Plc | $2,257.67万 | 0.27% | 260,550 | -12,797 | -4.7% | -$110.89万 | 减仓 |
| MS | Morgan Stanley | $2,321.77万 | 0.27% | 141,081 | -7,018 | -4.7% | -$115.50万 | 减仓 |
| CB | Chubb Limited | $2,359.28万 | 0.28% | 72,386 | -4,299 | -5.6% | -$140.12万 | 减仓 |
| ABT | Abbott Laboratories | $2,410.90万 | 0.28% | 234,820 | -10,259 | -4.2% | -$105.33万 | 减仓 |
| GEV | GE Vernova Inc | $2,455.33万 | 0.29% | 28,128 | -1,344 | -4.6% | -$117.32万 | 减仓 |
| UNH | Unitedhealth Group Inc | $2,463.51万 | 0.29% | 91,042 | -1,690 | -1.8% | -$45.73万 | 减仓 |
| C | Citigroup Inc | $2,477.30万 | 0.29% | 218,437 | -15,825 | -6.8% | -$179.47万 | 减仓 |
| PEP | Pepsico Inc | $2,561.58万 | 0.30% | 164,954 | -2,642 | -1.6% | -$41.03万 | 减仓 |
| INTC | Intel Corp | $2,585.93万 | 0.30% | 585,981 | -13,516 | -2.3% | -$59.65万 | 减仓 |
| T | AT&T Inc | $2,608.07万 | 0.31% | 899,646 | -35,181 | -3.8% | -$101.99万 | 减仓 |
| MCD | Mcdonalds Corp | $2,623.17万 | 0.31% | 84,403 | -3,052 | -3.5% | -$94.85万 | 减仓 |
| VZ | Verizon Communications Inc | $2,688.69万 | 0.32% | 535,596 | -34,599 | -6.1% | -$173.69万 | 减仓 |
| ORCL | Oracle Corp | $2,742.49万 | 0.32% | 186,424 | -7,563 | -3.9% | -$111.26万 | 减仓 |
| LRCX | Lam Research Corp New | $2,885.79万 | 0.34% | 135,065 | -5,181 | -3.7% | -$110.70万 | 减仓 |
| AMAT | Applied Materials Inc | $2,945.99万 | 0.35% | 86,193 | -4,128 | -4.6% | -$141.09万 | 减仓 |
| MRK | Merck & Co Inc | $2,951.07万 | 0.35% | 245,330 | -7,705 | -3.0% | -$92.68万 | 减仓 |
| NEE | Nextera Energy Inc | $2,953.19万 | 0.35% | 317,958 | -10,618 | -3.2% | -$98.62万 | 减仓 |
| GS | Goldman Sachs Group Inc | $2,983.92万 | 0.35% | 35,271 | -1,574 | -4.3% | -$133.16万 | 减仓 |
| WFC | Wells Fargo Co | $3,006.17万 | 0.35% | 377,612 | -20,966 | -5.3% | -$166.91万 | 减仓 |
| INDA | Ishares Msci India Etf | $3,066.69万 | 0.36% | 654,716 | -41,961 | -6.0% | -$196.55万 | 减仓 |
| EWY | Ishares Msci Sth Kor Etf | $3,081.82万 | 0.36% | 250,534 | 9,679 | 4.0% | $119.06万 | 加仓 |
| IBM | Intl Business Machines | $3,179.73万 | 0.37% | 131,183 | -8,688 | -6.2% | -$210.59万 | 减仓 |
| KO | Coca-Cola Co | $3,284.13万 | 0.39% | 431,839 | -19,526 | -4.3% | -$148.50万 | 减仓 |
| PLTR | Palantir Technologies Inc Cl A | $3,350.15万 | 0.39% | 229,023 | -8,466 | -3.6% | -$123.84万 | 减仓 |
| GE | General Electric Company | $3,381.01万 | 0.40% | 119,146 | -6,506 | -5.2% | -$184.62万 | 减仓 |
| LIN | Linde PLC | $3,487.69万 | 0.41% | 70,350 | -1,873 | -2.6% | -$92.86万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $3,544.04万 | 0.42% | 174,214 | -5,524 | -3.1% | -$112.37万 | 减仓 |
| — | Schwab Capital Trust Total Sto | $3,697.30万 | 0.43% | 2,350,476 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $3,776.10万 | 0.44% | 486,673 | -27,660 | -5.4% | -$214.61万 | 减仓 |
| HD | Home Depot Inc | $3,782.93万 | 0.44% | 115,021 | -3,865 | -3.3% | -$127.12万 | 减仓 |
| BAC | Bank America Corp | $3,858.88万 | 0.45% | 791,565 | -36,265 | -4.4% | -$176.79万 | 减仓 |
| PG | Procter & Gamble Co | $4,176.74万 | 0.49% | 289,168 | -6,292 | -2.1% | -$90.88万 | 减仓 |
| NFLX | Netflix Inc | $4,230.20万 | 0.50% | 439,958 | -17,364 | -3.8% | -$166.95万 | 减仓 |
| MA | Mastercard Inc Cl A | $4,329.38万 | 0.51% | 86,646 | -3,947 | -4.4% | -$197.22万 | 减仓 |
| MU | Micron Technology Inc | $4,369.36万 | 0.51% | 129,332 | -6,984 | -5.1% | -$235.95万 | 减仓 |
| EWT | Ishares Msci Taiwan Etf | $4,438.40万 | 0.52% | 625,832 | -6,686 | -1.1% | -$47.42万 | 减仓 |
| ABBV | Abbvie Inc | $4,672.43万 | 0.55% | 214,834 | -7,652 | -3.4% | -$166.42万 | 减仓 |
| SPY | State Street Spdr S&P 500 Etf | $4,764.39万 | 0.56% | 73,260 | 28,244 | 62.7% | $1,836.82万 | 加仓 |
| CAT | Caterpillar Inc | $4,892.41万 | 0.57% | 69,057 | -6,556 | -8.7% | -$464.47万 | 减仓 |
| COST | Costco Wholesale Corp | $5,131.16万 | 0.60% | 51,495 | -2,251 | -4.2% | -$224.30万 | 减仓 |
| V | Visa Inc Cl A | $5,495.66万 | 0.65% | 181,831 | -7,688 | -4.1% | -$232.36万 | 减仓 |
| CVX | Chevron Corp | $5,628.53万 | 0.66% | 272,041 | -11,429 | -4.0% | -$236.47万 | 减仓 |
| WMT | Wal-Mart Inc | $5,733.02万 | 0.67% | 461,299 | -23,331 | -4.8% | -$289.96万 | 减仓 |
| LLY | Lilly Eli & Co | $6,801.06万 | 0.80% | 73,943 | -2,960 | -3.8% | -$272.25万 | 减仓 |
| JNJ | Johnson & Johnson | $7,237.54万 | 0.85% | 296,086 | -14,374 | -4.6% | -$351.36万 | 减仓 |