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
— Fresenius Se & Co Kgaa $30.23万0.00%23,681 00.0% — 不变
ESLT Elbit System Ltd $30.40万0.00%358 -325-47.6% -$27.60万 减仓
— NTT INC SPONSORED ADR $30.46万0.00%12,330 00.0% — 不变
REYN Reynolds Consumer Prods Inc Co $30.73万0.00%14,511 -96-0.7% -$2,033 减仓
PAHC Phibro Animal Health Corp Cl A $30.82万0.00%5,573 -40-0.7% -$2,212 减仓
USPH Us Physical Therapy Inc $30.97万0.00%4,131 -28-0.7% -$2,099 减仓
SSNC Ss&C Technologies Holdings Inc $31.18万0.00%4,614 2455.6% $1.66万 加仓
— Brambles Ltd Sponsored Adr $31.29万0.00%10,109 00.0% — 不变
ACT Enact Holdings Inc $31.33万0.00%7,676 -83-1.1% -$3,387 减仓
TECK Teck Resources Limited $31.38万0.00%6,063 00.0% — 不变
VTOL Bristow Group Inc $31.43万0.00%6,703 -132-1.9% -$6,189 减仓
— Two Harbors Inv Corp $31.79万0.00%27,840 50.0% $57 加仓
ROCK Gibraltar Industries Inc $31.81万0.00%7,978 -32-0.4% -$1,276 减仓
— Pernod Ricard SA Sp ADR $32.36万0.00%21,866 00.0% — 不变
BBD Banco Bradesco S A Sponsored A $32.44万0.00%88,866 00.0% — 不变
TNC Tennant Co $32.45万0.00%4,887 -47-1.0% -$3,121 减仓
JJSF J & J Snack Foods Corp $32.62万0.00%4,115 -78-1.9% -$6,183 减仓
— Hannover Rueckversicherung Se $32.65万0.00%6,348 00.0% — 不变
AMX America Movil SAB de CV Spon A $32.66万0.00%12,818 00.0% — 不变
TRIP Tripadvisor Inc $32.78万0.00%30,752 -775-2.5% -$8,261 减仓
DRH Diamondrock Hospitality Co $32.94万0.00%35,150 -447-1.3% -$4,188 减仓
ASTE Astec Industries Inc $32.97万0.00%6,123 -102-1.6% -$5,492 减仓
SMPL Simply Good Foods Co $33.06万0.00%23,038 -1,837-7.4% -$2.64万 减仓
DLX Deluxe Corp $33.12万0.00%12,025 -172-1.4% -$4,737 减仓
DFIN Donnelley Financial Solutions $33.20万0.00%7,043 -92-1.3% -$4,337 减仓
— Qbe Ins Group Ltd Sponsored $33.23万0.00%22,856 00.0% — 不变
RPRX Royalty Pharma PLC Class A $33.36万0.00%6,954 1,61730.3% $7.76万 加仓
LPG Dorian Lpg Ltd USD $33.45万0.00%9,781 -177-1.8% -$6,053 减仓
— Experian Plc $33.47万0.00%9,769 00.0% — 不变
— Singapore Telecommunications L $33.55万0.00%8,762 00.0% — 不变
— Proassurance Corp $33.64万0.00%13,607 -178-1.3% -$4,400 减仓
MBIN Merchants Bancorp Ind $33.67万0.00%7,847 7,847— $33.67万 新建仓
— Tenaga Nasional $33.68万0.00%24,525 00.0% — 不变
WINA Winmark Corp Com $33.69万0.00%788 788— $33.69万 新建仓
— Grupo Financiero Banorte S A B $33.73万0.00%6,132 -3,235-34.5% -$17.79万 减仓
— Kyocera Corp -Spons Adr $33.76万0.00%22,588 00.0% — 不变
DV Doubleverify Holdings Inc $33.91万0.00%35,697 -640-1.8% -$6,080 减仓
QDEL Quidelortho Corp $33.97万0.00%20,676 2911.4% $4,781 加仓
QGEN Qiagen NV Ord Shares $34.00万0.00%8,491 2,57343.5% $10.30万 加仓
LNN Lindsay Corp $34.01万0.00%2,856 -89-3.0% -$1.06万 减仓
— Asm International N V $34.13万0.00%465 -100-17.7% -$7.34万 减仓
WABC Westamerica Bancorporation $34.13万0.00%6,545 -214-3.2% -$1.12万 减仓
AHCO Adapthealth Corp $34.27万0.00%28,799 -296-1.0% -$3,522 减仓
REX Rex American Resources Corp $34.34万0.00%7,535 -112-1.5% -$5,104 减仓
— Kennedy-Wilson Hldgs Inc Com $34.55万0.00%31,935 -570-1.8% -$6,167 减仓
— Power Corp CDA $34.66万0.00%7,211 00.0% — 不变
FCNCA 1St Ctzns Bancshares Inc N C C $34.68万0.00%184 52.8% $9,423 加仓
VOD Vodafone Group Plc New Sponsor $34.69万0.00%23,099 00.0% — 不变
EQNR Equinor Asa $34.83万0.00%8,253 -3,200-27.9% -$13.50万 减仓
SAM Boston Beer Inc Cl A $34.88万0.00%1,514 -139-8.4% -$3.20万 减仓
— Imperial Brands Plc Sponsored $34.95万0.00%8,670 00.0% — 不变
JBLU Jetblue Awys Corp $34.98万0.00%79,147 -182-0.2% -$804 减仓
HCSG Healthcare Services Group Inc $35.02万0.00%18,876 -309-1.6% -$5,732 减仓
SNDR Schneider Natl Inc Wis Cl B Cl $35.02万0.00%13,284 -45-0.3% -$1,186 减仓
CPNG Coupang Inc Cl A $35.08万0.00%18,582 1,0916.2% $2.06万 加仓
DMC Fresh Del Monte Produce Inc $35.17万0.00%8,735 -184-2.1% -$7,408 减仓
— Dassault Sys S A Sponsored Adr $35.18万0.00%17,679 00.0% — 不变
ENOV Colfax Corp $35.19万0.00%15,469 -344-2.2% -$7,826 减仓
CRI Carters Inc $35.20万0.00%9,844 -1,757-15.1% -$6.28万 减仓
— Gdr Swisscom Sponsored Adr $35.22万0.00%4,243 00.0% — 不变
TNDM Tandem Diabetes Care Inc New $35.37万0.00%18,450 -331-1.8% -$6,345 减仓
LZB La-Z-Boy Inc $35.40万0.00%11,015 -73-0.7% -$2,346 减仓
IMO Imperial Oil Limited Com New C $35.47万0.00%2,711 00.0% — 不变
WWW Wolverine World Wide Inc $35.55万0.00%21,783 -330-1.5% -$5,386 减仓
— Daimler Truck Holding AG Sp AD $35.56万0.00%14,885 00.0% — 不变
NTRA Natera Inc $35.68万0.00%1,784 774.5% $1.54万 加仓
VEEV Veeva Systems Inc Cl A $35.71万0.00%2,033 773.9% $1.35万 加仓
UMC United Microelectronics Corp $35.87万0.00%39,941 00.0% — 不变
STM Stmicroelectronics N V Shs-N Y $35.89万0.00%10,389 00.0% — 不变
KEP Korea Elec Pwr Corp Sponsored $35.92万0.00%25,204 1,2505.2% $1.78万 加仓
— Omv-Ag Sponsored Adr New $35.93万0.00%19,735 00.0% — 不变
HMC Honda Motor Ltd American $35.96万0.00%14,794 00.0% — 不变
TFIN Triumph Financial Inc $35.99万0.00%6,033 -17-0.3% -$1,014 减仓
— Clearway Energy Inc Cl A $36.01万0.00%9,192 -140-1.5% -$5,484 减仓
SBH Sally Beauty Holdings Inc $36.03万0.00%26,011 -471-1.8% -$6,523 减仓
HOS Helix Energy Solutions Group I $36.05万0.00%36,447 -808-2.2% -$7,991 减仓
PENN Penn Entmt Inc $36.09万0.00%24,009 1510.6% $2,270 加仓
PRLB Proto Laboratories Inc $36.26万0.00%6,359 -131-2.0% -$7,470 减仓
DCOM Bridge Bancorp Inc $36.40万0.00%10,762 -109-1.0% -$3,686 减仓
— Komatsu Ltd Sponsored Isin $36.50万0.00%9,658 00.0% — 不变
IX Orix Corp Sponsored Adr $36.66万0.00%12,225 00.0% — 不变
CTS Cts Corp $36.67万0.00%7,678 -195-2.5% -$9,313 减仓
SKYD Paramount Skydance Corp Cl B $36.74万0.00%40,732 3,1398.3% $2.83万 加仓
PGNY Progyny Inc $36.74万0.00%21,639 -345-1.6% -$5,858 减仓
ZIM Zim Integrated Shipping Serv $36.81万0.00%13,970 7335.5% $1.93万 加仓
INSP Inspire Med Systems Inc $36.82万0.00%7,139 -190-2.6% -$9,800 减仓
ARI Apollo Commercial Real Estate $36.90万0.00%34,941 -75-0.2% -$792 减仓
PAYO Payoneer Global Inc $36.95万0.00%76,493 -894-1.2% -$4,318 减仓
— Edp Sa Sponsored Adr $36.95万0.00%7,088 00.0% — 不变
TLK P T Telekomunikasi Indonesia S $37.11万0.00%19,864 00.0% — 不变
ANIP Ani Pharmaceuticals Inc $37.35万0.00%4,857 -70-1.4% -$5,383 减仓
— Commerzbank A G Sponsored Adr $37.35万0.00%10,529 00.0% — 不变
SLVM Sylvamo Corp Common Stock $37.37万0.00%8,848 -128-1.4% -$5,407 减仓
MT Arcelormittal- Ny Registered $37.55万0.00%7,223 -6,550-47.6% -$34.05万 减仓
NSSC Napco Security Technologies, I $37.64万0.00%9,555 9,555— $37.64万 新建仓
MXL Maxlinear Inc $37.64万0.00%21,643 -220-1.0% -$3,826 减仓
— Fortescue Metals Group Ltd $37.66万0.00%13,537 00.0% — 不变
— Techtronic Inds Ltd Sponsored $37.70万0.00%5,790 00.0% — 不变
— Clp Hldg Ltd $37.87万0.00%40,391 00.0% — 不变
HOPE Hope Bancorp Inc $37.91万0.00%33,937 -228-0.7% -$2,547 减仓