13F 机构持仓

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS MI · SEC CIK 0001858789

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$89.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.7%
MSFT 3.5%
AMZN 2.5%
GOOGL 2.1%
AVGO 1.8%
GOOG 1.7%
META 1.6%
TSLA 1.3%
BRK/B 1.2%

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
LPL Lg Display $13.91万0.00%35,840 19,500119.3% $7.57万 加仓
EMBC Embecta Corp Common Stock $14.17万0.00%16,027 -41-0.3% -$362 减仓
— Continental Ag Sponsored Adr I $14.36万0.00%20,911 00.0% — 不变
— Swire Pac Ltd Sponsored Adr Re $14.36万0.00%13,194 00.0% — 不变
AGNT Exp World Holdings Inc $14.38万0.00%24,000 -123-0.5% -$737 减仓
— Rakuten Group Inc $14.55万0.00%32,010 00.0% — 不变
AEG Aegon Ltd America Reg 1 Cert $14.55万0.00%20,045 00.0% — 不变
— Navient Corporation $14.59万0.00%17,840 -5,127-22.3% -$4.19万 减仓
— Centrica Plc Sponsored Adr New $14.75万0.00%13,156 00.0% — 不变
— Localiza Rent A Car S A Sponso $14.87万0.00%16,510 00.0% — 不变
SABR Sabre Corp $15.29万0.00%105,451 -152-0.1% -$220 减仓
— Dai Nippon Prtg Ltd Japan Spon $15.38万0.00%17,310 00.0% — 不变
HMY Harmony Gold Mng Ltd Sponsored $15.79万0.00%10,272 00.0% — 不变
— Nippon Stl & Sumitomo Metal Co $16.42万0.00%45,358 00.0% — 不变
— Legal & Gen Group Plc Sponsore $16.55万0.00%10,190 -4,711-31.6% -$7.65万 减仓
ADAM Adamas Trust Inc. Com $16.67万0.00%22,646 -117-0.5% -$861 减仓
RES Rpc Inc $16.73万0.00%23,625 1780.8% $1,260 加仓
SAFE Safehold Inc $16.82万0.00%12,435 -42-0.3% -$568 减仓
IART Integra Lifesciences Holdings $17.09万0.00%18,142 -332-1.8% -$3,127 减仓
TAL Tal Education Group $17.17万0.00%15,097 00.0% — 不变
AXIAY Axia Energia $17.24万0.00%15,288 00.0% — 不变
SDGR Schrodinger Inc $17.29万0.00%15,221 -335-2.2% -$3,806 减仓
ABEV Ambev Sa-Adr $17.40万0.00%59,597 00.0% — 不变
LZ Legalzoom Com Inc $17.68万0.00%31,187 31,187— $17.68万 新建仓
RDY Dr Reddys Labs Ltd Adr Repstg $17.71万0.00%12,785 00.0% — 不变
— Avanos Med Inc $17.79万0.00%12,698 -61-0.5% -$855 减仓
QNST Quinstreet Inc $17.99万0.00%14,977 -270-1.8% -$3,243 减仓
PRAA Pra Group Inc $18.25万0.00%10,427 -40-0.4% -$700 减仓
FBRT Franklin Bsp Realty Trust Inc $18.29万0.00%21,543 -204-0.9% -$1,732 减仓
— Mister Car Wash Inc $18.29万0.00%26,248 -192-0.7% -$1,338 减仓
RIVN Rivian Automotive Inc Cl A $18.33万0.00%12,180 5004.3% $7,525 加仓
CERT Certara Inc $18.40万0.00%32,285 -377-1.2% -$2,149 减仓
HUN Huntsman Corp $18.49万0.00%13,894 7185.4% $9,557 加仓
— Sumitomo Mitsui Tr Hldgs Inc $18.49万0.00%30,012 00.0% — 不变
FOXF Fox Factory Holding Corp $18.54万0.00%11,265 -29-0.3% -$477 减仓
UA Under Armour Inc Cl C $18.81万0.00%32,487 -5,034-13.4% -$2.91万 减仓
RWT Redwood Trust Inc $18.96万0.00%33,804 -204-0.6% -$1,144 减仓
— Sino Ld Ltd Sponsored Adr $18.98万0.00%25,904 00.0% — 不变
SHEN Shenandoah Telecommunications $18.99万0.00%12,312 990.8% $1,527 加仓
WEN Wendys Co $19.07万0.00%27,445 -280-1.0% -$1,946 减仓
— Sanlam Ltd Sponsored Adr $19.11万0.00%18,384 00.0% — 不变
CXM Sprinklr Inc Cl A $19.31万0.00%32,189 -274-0.8% -$1,644 减仓
— Orkla A S Sponsored Adr $19.38万0.00%15,513 00.0% — 不变
— Verbund $19.40万0.00%12,825 00.0% — 不变
AMN Amn Healthcare Services Inc $19.41万0.00%10,582 -2,595-19.7% -$4.76万 减仓
— Whitestone REIT $19.43万0.00%12,032 -27-0.2% -$436 减仓
— Biolife Solutions Inc New $20.12万0.00%10,543 -184-1.7% -$3,511 减仓
— Absa Group Ltd $20.23万0.00%7,177 00.0% — 不变
SIRI Siriusxm Holdings Inc Common S $20.27万0.00%8,782 -1,493-14.5% -$3.45万 重新持有
KOP Koppers Holdings Inc $20.31万0.00%5,251 5,251— $20.31万 新建仓
MELI Mercadolibre Inc $20.40万0.00%118 1514.6% $2.59万 加仓
MRTN Marten Transport LTD $20.55万0.00%15,652 70.0% $92 加仓
— Suncorp Group Ltd Sp ADS $20.58万0.00%18,606 00.0% — 不变
— Kerry Group Plc Sponsored Adr $20.64万0.00%2,619 00.0% — 不变
HAFC Hanmi Financial Corp $20.67万0.00%7,841 -57-0.7% -$1,503 减仓
CLB Core Laboratories Inc $20.78万0.00%12,376 600.5% $1,007 加仓
— Banco Do Brasil S A Sponsored $20.78万0.00%47,067 00.0% — 不变
XNCR Xencor Inc $20.83万0.00%17,276 -549-3.1% -$6,621 减仓
IIPR Innovative Industrial Proper $21.00万0.00%4,187 -73-1.7% -$3,662 减仓
— Carlsberg As Sponsored Adr $21.02万0.00%8,487 00.0% — 不变
ASTS AST Spacemobile Inc Cl A $21.11万0.00%2,547 421.7% $3,481 加仓
TRST Trustco Bank Corp NY $21.12万0.00%4,823 -116-2.3% -$5,078 减仓
PRSU Pursuit Attractions And Hospit $21.12万0.00%5,767 -895-13.4% -$3.28万 重新持有
COTY Coty Inc Cl A $21.16万0.00%105,289 -7,859-6.9% -$1.58万 减仓
AZTA Azenta, Inc $21.19万0.00%10,030 -85-0.8% -$1,796 减仓
MATW Matthews Intl Corp Cl A $21.22万0.00%8,219 -81-1.0% -$2,091 减仓
IVV iShares Core S&P 500 ETF $21.23万0.00%325 00.0% — 不变
— Coloplast AS Sponsered ADS $21.23万0.00%31,551 00.0% — 不变
LGIH Lgi Homes Inc $21.46万0.00%5,430 -53-1.0% -$2,095 减仓
IHG Intercontinental Hotels Group $21.51万0.00%1,612 00.0% — 不变
UFCS United Fire Group Inc $21.65万0.00%5,843 20.0% $74 加仓
GRAB Grab Holdings Limited Class A $21.72万0.00%59,332 00.0% — 不变
— Lenovo Group Ltd Sponsored Adr $21.77万0.00%9,325 00.0% — 不变
— Impala Platinum Hldgs Ltd Spon $21.84万0.00%15,645 00.0% — 不变
— Daiwa Secs Group Spon Adr $21.86万0.00%23,825 00.0% — 不变
ALSN Allison Transmission Holding $21.87万0.00%1,868 1,868— $21.87万 新建仓
XP XP INC CL A $21.89万0.00%11,498 00.0% — 不变
BPOP Popular Inc $22.08万0.00%1,646 -40-2.4% -$5,367 减仓
NMR Nomura Hldgs Inc Sponsored Adr $22.09万0.00%28,000 00.0% — 不变
— Merck Kgaa-Sponsored Adr $22.20万0.00%8,952 00.0% — 不变
— South32 Ltd Sponsored Adr $22.22万0.00%15,199 00.0% — 不变
NX Quanex Building Products Corp $22.31万0.00%12,417 300.2% $539 加仓
PENG Penguin Solutions Inc $22.47万0.00%12,768 -278-2.1% -$4,893 减仓
VIPS Vipshop Holdings Ltd Adr $22.49万0.00%14,307 00.0% — 不变
— Telenor Asa Sponsored Adr $22.49万0.00%12,865 -9,000-41.2% -$15.73万 减仓
CPF Central Pac Financial Corp $22.53万0.00%7,049 -96-1.3% -$3,068 减仓
THRM Gentherm Inc $22.57万0.00%8,124 -215-2.6% -$5,973 减仓
HTZ Hertz Global Holdings Inc New $22.58万0.00%48,973 1550.3% $715 加仓
— Smc Corp/Japan $22.60万0.00%12,010 00.0% — 不变
VRTS Virtus Investment Partners Inc $22.65万0.00%1,686 -34-2.0% -$4,568 减仓
— Yara Intl Asa Sponsored Adr $22.68万0.00%7,833 7,833— $22.68万 新建仓
— Carrefour Sa Sponsored Adr $22.69万0.00%61,902 00.0% — 不变
— Accor S A Sponsored Adr New $22.76万0.00%24,312 00.0% — 不变
— Ageas Sponsored Adr New $22.76万0.00%3,133 00.0% — 不变
STLA Stellantis Nv $22.84万0.00%32,218 00.0% — 不变
TRUP Trupanion Inc $22.96万0.00%8,965 -226-2.5% -$5,788 减仓
CFFN Capitol Federal Financial Inc $22.96万0.00%32,209 -413-1.3% -$2,945 减仓
PAAS Pan Amern Silver Corp Com $22.99万0.00%4,208 00.0% — 不变
TR Tootsie Roll Industries Inc $23.01万0.00%5,386 -523-8.9% -$2.23万 重新持有
AAT American Assets Tr Inc $23.13万0.00%12,562 -269-2.1% -$4,952 减仓