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 |
|---|---|---|---|---|---|---|---|---|
| CAT | Caterpillar Inc | $6,658.94万 | 0.75% | 62,531 | -6,526 | -9.5% | -$694.95万 | 减仓 |
| JNJ | Johnson & Johnson | $6,839.69万 | 0.77% | 269,311 | -26,775 | -9.0% | -$680.00万 | 减仓 |
| — | Exxon Mobil Corp | $6,946.48万 | 0.78% | 508,081 | -47,283 | -8.5% | -$646.45万 | 减仓 |
| INTC | Intel Corp | $7,209.77万 | 0.81% | 516,348 | -69,633 | -11.9% | -$972.29万 | 减仓 |
| LLY | Lilly Eli & Co | $8,142.81万 | 0.91% | 67,889 | -6,054 | -8.2% | -$726.13万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $9,417.60万 | 1.05% | 162,118 | -12,096 | -6.9% | -$702.67万 | 减仓 |
| JPM | JPMorgan Chase & Co | $9,612.09万 | 1.08% | 293,651 | -21,186 | -6.7% | -$693.48万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $9,871.89万 | 1.10% | 197,284 | -14,113 | -6.7% | -$706.20万 | 减仓 |
| TSLA | Tesla Inc | $1.18亿 | 1.32% | 280,084 | -20,262 | -6.7% | -$852.22万 | 减仓 |
| META | Meta Platforms Inc | $1.25亿 | 1.40% | 222,514 | -15,753 | -6.6% | -$887.35万 | 减仓 |
| MU | Micron Technology Inc | $1.36亿 | 1.52% | 117,948 | -11,384 | -8.8% | -$1,314.04万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $1.63亿 | 1.83% | 461,693 | -35,714 | -7.2% | -$1,261.88万 | 减仓 |
| AVGO | Broadcom Inc | $1.71亿 | 1.92% | 453,874 | -38,177 | -7.8% | -$1,442.13万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $2.04亿 | 2.28% | 570,085 | -45,823 | -7.4% | -$1,637.58万 | 减仓 |
| AMZN | Amazon.Com Inc | $2.31亿 | 2.58% | 967,285 | -74,657 | -7.2% | -$1,779.37万 | 减仓 |
| MSFT | Microsoft Corp | $2.75亿 | 3.08% | 738,401 | -58,960 | -7.4% | -$2,199.33万 | 减仓 |
| AAPL | Apple Inc | $4.26亿 | 4.77% | 1,473,602 | -120,257 | -7.5% | -$3,479.76万 | 减仓 |
| NVDA | NVidia Corp | $4.57亿 | 5.11% | 2,284,028 | -193,386 | -7.8% | -$3,869.46万 | 减仓 |