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
— Sponsored Adr $48.09万0.01%14,052 00.0% — 不变
GFI Gold Fields Ltd New Sponsored $48.16万0.01%10,607 00.0% — 不变
INSM Insmed Inc $48.19万0.01%2,947 1786.4% $2.91万 加仓
AGYS Agilysys Inc $48.19万0.01%6,774 -81-1.2% -$5,762 减仓
FCF First Commonwealth Financial C $48.32万0.01%27,483 -439-1.6% -$7,718 减仓
IOSP Innospec Inc $48.33万0.01%6,619 -94-1.4% -$6,864 减仓
IBN Icici Bk Ltd $48.55万0.01%18,744 -8,697-31.7% -$22.53万 减仓
OI O-I Glass Inc $48.58万0.01%46,227 -658-1.4% -$6,916 减仓
GEF Greif Inc Cl A $48.63万0.01%7,250 -784-9.8% -$5.26万 减仓
— Select Med Holdings Corp $48.74万0.01%29,918 -179-0.6% -$2,916 减仓
FUTU Futu Holdings Ltd Spon ADS Cl $48.85万0.01%3,572 00.0% — 不变
RBLX Roblox Corp Cl A $48.87万0.01%8,641 5727.1% $3.24万 加仓
VAC Marriott Vactins Worldwide Cor $48.96万0.01%7,518 -1,016-11.9% -$6.62万 减仓
NWBI Northwest Bancshares Inc Md $49.03万0.01%38,639 -443-1.1% -$5,622 减仓
GNL Global Net Lease Inc $49.24万0.01%52,611 -773-1.4% -$7,235 减仓
NTR Nutrien LTD $49.29万0.01%6,532 00.0% — 不变
BL Blackline, Inc $49.29万0.01%13,322 -197-1.5% -$7,289 减仓
ARR Armour Residential REIT Inc $49.50万0.01%29,675 -304-1.0% -$5,071 减仓
EFOR EVERFORTH INC COM $49.59万0.01%12,810 -1,609-11.2% -$6.23万 减仓
STC Stewart Information Services C $49.60万0.01%8,054 5247.0% $3.23万 加仓
RCUS Arcus Biosciences Inc $49.78万0.01%23,048 -159-0.7% -$3,434 减仓
BAM Brookfield Asset Managmt Ltd C $49.86万0.01%11,216 1221.1% $5,423 加仓
CRVL Corvel Corp $49.88万0.01%9,127 -151-1.6% -$8,252 减仓
PBR Petroleo Brasileiro Sa Petrobr $49.93万0.01%24,063 00.0% — 不变
— Compass Group Plc Spon Adr Eac $50.13万0.01%18,232 00.0% — 不变
BIDU Baidu, Inc $50.57万0.01%4,539 00.0% — 不变
MAN Manpowergroup Inc $50.59万0.01%17,172 6013.6% $1.77万 加仓
MSTR Strategy Inc Cl A New $50.69万0.01%4,062 54815.6% $6.84万 加仓
AMRX Amneal Pharmaceuticals Inc Sto $50.87万0.01%40,925 40,925— $50.87万 新建仓
MKL Markel Group Inc $50.91万0.01%266 93.5% $1.72万 加仓
ALC Alcon $50.97万0.01%6,765 00.0% — 不变
PBR/A Petroleo Brasileiro Sa Sponsor $51.12万0.01%27,264 00.0% — 不变
KALU Kaiser Aluminum Corp $51.29万0.01%4,256 -78-1.8% -$9,400 减仓
EBKDY Erste Group Bank Ag Eff 8/11/0 $51.36万0.01%9,637 00.0% — 不变
CXW Corecivic Inc $51.46万0.01%27,215 -1,344-4.7% -$2.54万 减仓
STRA Strategic Ed Inc $51.47万0.01%6,204 -87-1.4% -$7,218 减仓
CHT Chunghwa Telecom Co Ltd Sponso $51.66万0.01%12,229 00.0% — 不变
EPAC Enerpac Tool Group Corp Cl A $51.82万0.01%14,210 -227-1.6% -$8,279 减仓
LPLA Lpl Financial Holdings Inc $52.07万0.01%1,731 633.8% $1.90万 加仓
WKC World Kinect Corporation Com $52.13万0.01%22,595 5792.6% $1.34万 加仓
CALY Callaway Golf Company $52.23万0.01%37,629 -502-1.3% -$6,968 减仓
PLUS Eplus Inc $52.37万0.01%6,960 -96-1.4% -$7,224 减仓
GRBK Green Brick Partners Inc $52.40万0.01%8,130 -134-1.6% -$8,636 减仓
CASH Meta Financial Group Inc $52.42万0.01%5,875 -299-4.8% -$2.67万 减仓
TALO Talos Energy Inc $52.66万0.01%33,414 -447-1.3% -$7,045 减仓
BHE Benchmark Electronics Inc $53.18万0.01%9,486 -169-1.8% -$9,474 减仓
AGNC Agnc Inv Corp $53.27万0.01%53,112 1,8353.6% $1.84万 加仓
ADNT Adient Plc $53.58万0.01%26,510 -235-0.9% -$4,749 减仓
EXTR Extreme Networks Inc $53.58万0.01%35,533 -609-1.7% -$9,184 减仓
TCOM Trip Com Group Ltd ADS $53.65万0.01%10,776 00.0% — 不变
FLO Flowers Foods Inc $53.71万0.01%65,905 -3,056-4.4% -$2.49万 减仓
NHC Natl Healthcare Corp Com $54.06万0.01%3,385 -27-0.8% -$4,312 减仓
VECO Veeco Instruments Inc $54.53万0.01%16,105 280.2% $948 加仓
EYE National Vision Holdings Inc $54.59万0.01%21,077 -352-1.6% -$9,117 减仓
BANR Banner Corp $54.91万0.01%9,049 -168-1.8% -$1.02万 减仓
NEOG Neogen Corp $54.97万0.01%59,166 -183-0.3% -$1,700 减仓
ITUB Itau Unibanco Hldg Sa Sponsore $55.02万0.01%65,655 00.0% — 不变
SRPT Sarepta Therapeutics Inc $55.46万0.01%25,489 -215-0.8% -$4,678 减仓
SCCO Southern Copper Corporation $55.52万0.01%3,227 491.5% $8,430 加仓
TS Tenaris S A Sponsored Adr $55.55万0.01%9,548 00.0% — 不变
ACMR Acm Research, Inc. Class A $55.69万0.01%14,152 -64-0.5% -$2,518 减仓
FBK Fb Finl Corp Com $55.86万0.01%10,754 -101-0.9% -$5,246 减仓
BRBR Bellring Brands Inc Common Sto $55.89万0.01%34,737 -4,420-11.3% -$7.11万 减仓
SPSC Sps Commerce Inc $56.09万0.01%10,076 -109-1.1% -$6,068 减仓
— Veolia Environnement Sponsored $56.12万0.01%29,829 00.0% — 不变
QSR Restaurant Brands Intl Inc Com $56.42万0.01%7,635 3004.1% $2.22万 加仓
— Advanced Info Service Adr $56.98万0.01%50,378 00.0% — 不变
WYNN Wynn Resorts LTD $57.12万0.01%5,625 -48-0.8% -$4,874 减仓
CHEF Chefs Warehouse Inc $57.18万0.01%9,618 -124-1.3% -$7,372 减仓
ALRM Alarm Com Holdings Inc $57.23万0.01%13,251 -215-1.6% -$9,286 减仓
COCO Vita Coco Co Inc $57.25万0.01%11,950 11,950— $57.25万 新建仓
OLN Olin Corp $57.86万0.01%19,461 -1,918-9.0% -$5.70万 减仓
CCJ Cameco Corp Com $57.94万0.01%5,335 00.0% — 不变
NTCT Netscout Systems Inc $58.05万0.01%18,259 -142-0.8% -$4,514 减仓
KN Knowles Corp $58.09万0.01%22,621 -263-1.1% -$6,754 减仓
— Csg Systems Intl Inc $58.16万0.01%7,275 -135-1.8% -$1.08万 减仓
ADMA Adma Biologics, Inc. $58.17万0.01%64,563 -1,341-2.0% -$1.21万 减仓
— Repsol Sa $58.25万0.01%20,508 00.0% — 不变
NTIOF Natl Bank of Canada $58.30万0.01%4,502 00.0% — 不变
CXT Crane Nxt, Co $58.30万0.01%14,364 -915-6.0% -$3.71万 减仓
ALNY Alnylam Pharmaceuticals Inc $58.37万0.01%1,764 885.3% $2.91万 加仓
MPT Medical Properties Trust Inc $58.42万0.01%126,173 -752-0.6% -$3,482 减仓
— Prosus Nv Sp Adr $58.44万0.01%65,055 -9,000-12.2% -$8.08万 减仓
ACHC Acadia Healthcare Company Inc $58.44万0.01%24,984 -567-2.2% -$1.33万 减仓
HTO H2O AMERICA COM $58.50万0.01%9,971 1,05311.8% $6.18万 加仓
NWN Northwest Nat Holding Co $58.56万0.01%11,004 -158-1.4% -$8,409 减仓
CUBI Customers Bancorp Inc $58.68万0.01%8,454 -108-1.3% -$7,496 减仓
CP Canadian Pacific Kansas City $58.71万0.01%7,464 00.0% — 不变
CLSK Cleanspark Inc $58.74万0.01%69,024 -6,663-8.8% -$5.67万 减仓
KNTK Kinetik Holdings INC $58.80万0.01%12,146 550.5% $2,663 加仓
MTX Minerals Technologies Inc $58.88万0.01%8,303 -107-1.3% -$7,588 减仓
NBTB Nbt Bancorp Inc $59.08万0.01%13,874 -168-1.2% -$7,153 减仓
VSH Vishay Intertechnology Inc $59.27万0.01%32,926 -3,946-10.7% -$7.10万 减仓
SPNT Siriuspoint Ltd $59.36万0.01%27,557 -296-1.1% -$6,376 减仓
— Rwe Aktiengesellschaf $59.41万0.01%8,940 00.0% — 不变
DNOW Dnow Inc $59.43万0.01%49,898 -430-0.9% -$5,121 减仓
NSIT Insight Enterprises Inc $59.45万0.01%8,872 540.6% $3,619 加仓
ARCB Arcbest Corp $59.69万0.01%6,069 -64-1.0% -$6,295 减仓
BANF BancFirst Corp $59.72万0.01%5,504 -62-1.1% -$6,727 减仓
KSS Kohls Corp $59.95万0.01%46,472 -1,422-3.0% -$1.83万 减仓