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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co | $9,261.25万 | 1.09% | 314,837 | -17,934 | -5.4% | -$527.55万 | 减仓 |
| — | Exxon Mobil Corp | $9,422.31万 | 1.11% | 555,364 | -35,441 | -6.0% | -$601.29万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $1.01亿 | 1.19% | 211,397 | -7,948 | -3.6% | -$380.87万 | 减仓 |
| TSLA | Tesla Inc | $1.12亿 | 1.31% | 300,346 | -11,967 | -3.8% | -$444.87万 | 减仓 |
| META | Meta Platforms Inc | $1.36亿 | 1.60% | 238,267 | -7,880 | -3.2% | -$450.84万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $1.43亿 | 1.68% | 497,407 | -19,312 | -3.7% | -$553.98万 | 减仓 |
| AVGO | Broadcom Inc | $1.52亿 | 1.79% | 492,051 | -17,887 | -3.5% | -$553.62万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $1.77亿 | 2.08% | 615,908 | -25,526 | -4.0% | -$734.03万 | 减仓 |
| AMZN | Amazon.Com Inc | $2.17亿 | 2.55% | 1,041,942 | -33,561 | -3.1% | -$698.97万 | 减仓 |
| MSFT | Microsoft Corp | $2.95亿 | 3.47% | 797,361 | -30,492 | -3.7% | -$1,128.72万 | 减仓 |
| AAPL | Apple Inc | $4.05亿 | 4.75% | 1,593,859 | -69,257 | -4.2% | -$1,757.67万 | 减仓 |
| NVDA | NVidia Corp | $4.32亿 | 5.07% | 2,477,414 | -102,381 | -4.0% | -$1,785.52万 | 减仓 |