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 |
|---|---|---|---|---|---|---|---|---|
| BBVA | Banco Bilbao Vizcaya Adr | $39.95万 | 0.00% | 15,940 | -61,768 | -79.5% | -$154.79万 | 减仓 |
| NSP | Insperity Inc | $40.18万 | 0.00% | 9,726 | 80 | 0.8% | $3,305 | 加仓 |
| PRGO | Perrigo Co Plc | $40.25万 | 0.00% | 38,742 | 621 | 1.6% | $6,452 | 加仓 |
| EYE | National Vision Holdings Inc | $40.32万 | 0.00% | 21,211 | 134 | 0.6% | $2,547 | 加仓 |
| MUFG | Mitsubishi Ufj Finl Group Inc | $40.48万 | 0.00% | 20,352 | -80,318 | -79.8% | -$159.75万 | 减仓 |
| ZM | Zoom Communications Inc | $40.53万 | 0.00% | 4,696 | -74 | -1.6% | -$6,387 | 减仓 |
| CRWV | Coreweave Inc Cl A | $40.58万 | 0.00% | 4,077 | 4,077 | — | $40.58万 | 新建仓 |
| GBX | Greenbrier Cos Inc | $40.60万 | 0.00% | 8,285 | -24 | -0.3% | -$1,176 | 减仓 |
| ANIP | Ani Pharmaceuticals Inc | $40.66万 | 0.00% | 4,912 | 55 | 1.1% | $4,553 | 加仓 |
| TNC | Tennant Co | $40.79万 | 0.00% | 4,660 | -227 | -4.6% | -$1.99万 | 减仓 |
| LKFN | Lakeland Financial Corp | $40.83万 | 0.00% | 6,615 | -123 | -1.8% | -$7,592 | 减仓 |
| CRI | Carters Inc | $40.90万 | 0.00% | 9,937 | 93 | 0.9% | $3,828 | 加仓 |
| COLM | Columbia Sportswear Co | $41.46万 | 0.00% | 6,706 | -751 | -10.1% | -$4.64万 | 减仓 |
| TRIP | Tripadvisor Inc | $42.16万 | 0.00% | 30,753 | 1 | 0.0% | $14 | 加仓 |
| — | Axa Sa Sponsored Adr | $42.27万 | 0.00% | 8,432 | -37,805 | -81.8% | -$189.53万 | 减仓 |
| TALO | Talos Energy Inc | $42.67万 | 0.00% | 33,051 | -363 | -1.1% | -$4,686 | 减仓 |
| KMPR | Kemper Corp | $42.76万 | 0.00% | 15,860 | 161 | 1.0% | $4,341 | 加仓 |
| HTH | Hilltop Holdings | $42.80万 | 0.00% | 11,037 | -217 | -1.9% | -$8,415 | 减仓 |
| SONO | Sonos Inc | $43.24万 | 0.00% | 31,956 | -391 | -1.2% | -$5,290 | 减仓 |
| DRH | Diamondrock Hospitality Co | $43.52万 | 0.00% | 35,727 | 577 | 1.6% | $7,028 | 加仓 |
| INVA | Innoviva Inc | $43.54万 | 0.00% | 19,171 | -112 | -0.6% | -$2,544 | 减仓 |
| VSTS | Vestis Corporation | $43.57万 | 0.00% | 30,004 | 5 | 0.0% | $73 | 加仓 |
| OI | O-I Glass Inc | $43.75万 | 0.00% | 45,432 | -795 | -1.7% | -$7,656 | 减仓 |
| SAP | Sap Se-Sponsored Adr | $44.01万 | 0.00% | 2,856 | -9,987 | -77.8% | -$153.91万 | 减仓 |
| DCOM | Dime Commercial Bancshares, In | $44.10万 | 0.00% | 10,849 | 87 | 0.8% | $3,537 | 加仓 |
| LZB | La-Z-Boy Inc | $44.16万 | 0.00% | 11,008 | -7 | -0.1% | -$281 | 减仓 |
| FTRE | Fortrea Holdings Inc Common St | $44.17万 | 0.00% | 25,383 | 314 | 1.3% | $5,464 | 加仓 |
| — | Iberdrola Sa Adr | $44.38万 | 0.00% | 4,443 | -17,886 | -80.1% | -$178.64万 | 减仓 |
| WOR | Worthington Enterprises, Inc | $44.83万 | 0.01% | 8,339 | -69 | -0.8% | -$3,709 | 减仓 |
| — | Advantest Corp- Adr | $45.11万 | 0.01% | 2,267 | -5,330 | -70.2% | -$106.06万 | 减仓 |
| EFC | Ellington Financial Inc | $45.20万 | 0.01% | 33,212 | -61 | -0.2% | -$830 | 减仓 |
| SNY | Sanofi Sponsored Adr | $45.39万 | 0.01% | 10,640 | -46,650 | -81.4% | -$199.01万 | 减仓 |
| SHOP | Shopify Inc | $45.48万 | 0.01% | 3,983 | -8,680 | -68.5% | -$99.11万 | 减仓 |
| RVMD | Revolution Medicines Inc | $45.49万 | 0.01% | 2,429 | 435 | 21.8% | $8.15万 | 重新持有 |
| UBS | UBS GROUP AG | $45.54万 | 0.01% | 9,189 | -36,476 | -79.9% | -$180.78万 | 减仓 |
| HCSG | Healthcare Services Group Inc | $45.75万 | 0.01% | 18,626 | -250 | -1.3% | -$6,140 | 减仓 |
| JBLU | Jetblue Awys Corp | $45.90万 | 0.01% | 80,097 | 950 | 1.2% | $5,444 | 加仓 |
| GNL | Global Net Lease Inc | $45.91万 | 0.01% | 51,356 | -1,255 | -2.4% | -$1.12万 | 减仓 |
| STRA | Strategic Ed Inc | $45.93万 | 0.01% | 5,995 | -209 | -3.4% | -$1.60万 | 减仓 |
| TFIN | Triumph Financial Inc | $46.01万 | 0.01% | 6,030 | -3 | -0.0% | -$229 | 减仓 |
| EVTC | Evertec Inc | $46.03万 | 0.01% | 16,569 | -427 | -2.5% | -$1.19万 | 减仓 |
| SRPT | Sarepta Therapeutics Inc | $46.08万 | 0.01% | 25,642 | 153 | 0.6% | $2,749 | 加仓 |
| ABBNY | Abb Ltd Sponsored Adr | $46.31万 | 0.01% | 4,265 | -17,849 | -80.7% | -$193.79万 | 减仓 |
| HOPE | Hope Bancorp Inc | $46.41万 | 0.01% | 33,922 | -15 | -0.0% | -$205 | 减仓 |
| FMC | Fmc Corp | $46.45万 | 0.01% | 40,395 | 756 | 1.9% | $8,694 | 加仓 |
| ADNT | Adient Plc | $46.47万 | 0.01% | 25,283 | -1,227 | -4.6% | -$2.26万 | 减仓 |
| RRR | Red Rock Resorts Inc Cl A Cl A | $47.21万 | 0.01% | 7,256 | -32 | -0.4% | -$2,082 | 减仓 |
| STBA | S&T Bancorp Inc | $47.43万 | 0.01% | 9,664 | -362 | -3.6% | -$1.78万 | 减仓 |
| — | Select Med Holdings Corp | $47.43万 | 0.01% | 28,730 | -1,188 | -4.0% | -$1.96万 | 减仓 |
| RBLX | Roblox Corp Cl A | $47.51万 | 0.01% | 8,736 | 95 | 1.1% | $5,166 | 加仓 |
| HLIT | Harmonic Inc | $47.51万 | 0.01% | 29,095 | -733 | -2.5% | -$1.20万 | 减仓 |
| — | Stellar Bancorp Inc | $47.76万 | 0.01% | 12,147 | -25 | -0.2% | -$983 | 减仓 |
| SHEL | Shell PLC Spon ADS | $47.84万 | 0.01% | 6,170 | -20,694 | -77.0% | -$160.46万 | 减仓 |
| ALG | Alamo Group Inc | $48.01万 | 0.01% | 2,919 | 20 | 0.7% | $3,290 | 加仓 |
| SKYD | Paramount Skydance Corp Cl B | $48.09万 | 0.01% | 48,776 | 8,044 | 19.7% | $7.93万 | 加仓 |
| ASTH | Astrana Health | $48.67万 | 0.01% | 10,487 | -6 | -0.1% | -$278 | 减仓 |
| FLO | Flowers Foods Inc | $48.76万 | 0.01% | 61,717 | -4,188 | -6.4% | -$3.31万 | 减仓 |
| GTY | Getty Realty | $48.95万 | 0.01% | 14,672 | 6 | 0.0% | $200 | 加仓 |
| SNDR | Schneider Natl Inc Wis Cl B Cl | $49.12万 | 0.01% | 13,446 | 162 | 1.2% | $5,918 | 加仓 |
| LPLA | Lpl Financial Holdings Inc | $49.15万 | 0.01% | 1,745 | 14 | 0.8% | $3,944 | 加仓 |
| NTRA | Natera Inc | $49.35万 | 0.01% | 1,818 | 34 | 1.9% | $9,229 | 加仓 |
| CHKP | Check Point Software Tech LTD | $49.44万 | 0.01% | 3,762 | -1,528 | -28.9% | -$20.08万 | 减仓 |
| SCCO | Southern Copper Corporation | $49.53万 | 0.01% | 2,842 | -385 | -11.9% | -$6.71万 | 减仓 |
| HCI | HCI Group Inc | $49.67万 | 0.01% | 2,834 | -16 | -0.6% | -$2,804 | 减仓 |
| WD | Walker & Dunlop Inc | $49.71万 | 0.01% | 9,088 | 59 | 0.7% | $3,227 | 加仓 |
| CASH | Meta Financial Group Inc | $49.78万 | 0.01% | 5,718 | -157 | -2.7% | -$1.37万 | 减仓 |
| EPAC | Enerpac Tool Group Corp Cl A | $49.78万 | 0.01% | 13,883 | -327 | -2.3% | -$1.17万 | 减仓 |
| ADUS | Addus Homecare Corp | $49.81万 | 0.01% | 4,958 | -8 | -0.2% | -$804 | 减仓 |
| CTS | Cts Corp | $49.84万 | 0.01% | 7,645 | -33 | -0.4% | -$2,151 | 减仓 |
| — | Leggett & Platt Inc | $49.91万 | 0.01% | 42,625 | -1,182 | -2.7% | -$1.38万 | 减仓 |
| MD | Pediatrix Medical Group Inc | $50.02万 | 0.01% | 19,747 | -675 | -3.3% | -$1.71万 | 减仓 |
| DXC | DXC Technology Co | $50.14万 | 0.01% | 56,658 | -2,153 | -3.7% | -$1.91万 | 减仓 |
| LTC | Ltc Properties Inc | $50.25万 | 0.01% | 13,070 | 385 | 3.0% | $1.48万 | 加仓 |
| AAMI | Acadian Asset Management Inc | $50.35万 | 0.01% | 7,040 | 3 | 0.0% | $215 | 加仓 |
| CHCO | City Holding Co | $50.46万 | 0.01% | 3,804 | -36 | -0.9% | -$4,775 | 减仓 |
| MKL | Markel Group Inc | $50.58万 | 0.01% | 259 | -7 | -2.6% | -$1.37万 | 减仓 |
| OMCL | Omnicell Inc | $50.60万 | 0.01% | 12,186 | -11 | -0.1% | -$457 | 减仓 |
| GEF | Greif Inc Cl A | $50.62万 | 0.01% | 6,796 | -454 | -6.3% | -$3.38万 | 减仓 |
| NOG | Northern Oil And Gas Inc | $50.70万 | 0.01% | 27,933 | 1,272 | 4.8% | $2.31万 | 加仓 |
| PENN | Penn Entmt Inc | $50.74万 | 0.01% | 23,755 | -254 | -1.1% | -$5,425 | 减仓 |
| PRDO | Perdoceo Ed Corp | $50.79万 | 0.01% | 15,873 | -261 | -1.6% | -$8,352 | 减仓 |
| TTE | Totalenergies SE Act | $50.82万 | 0.01% | 6,536 | -23,875 | -78.5% | -$185.65万 | 减仓 |
| WLY | Wiley John & Sons Inc Cl A | $50.95万 | 0.01% | 10,502 | -291 | -2.7% | -$1.41万 | 减仓 |
| PLAB | Photronics Inc | $51.19万 | 0.01% | 15,737 | 52 | 0.3% | $1,692 | 加仓 |
| NEO | Neogenomics Inc | $51.45万 | 0.01% | 35,263 | 65 | 0.2% | $948 | 加仓 |
| ZD | J2 Global Inc | $51.83万 | 0.01% | 9,897 | -670 | -6.3% | -$3.51万 | 减仓 |
| PRLB | Proto Laboratories Inc | $51.84万 | 0.01% | 6,360 | 1 | 0.0% | $82 | 加仓 |
| PK | Park Hotels & Resorts Inc | $51.88万 | 0.01% | 36,405 | -3,016 | -7.7% | -$4.30万 | 减仓 |
| — | Intesa Sanpaolo S P A Sponsore | $51.89万 | 0.01% | 12,628 | -43,242 | -77.4% | -$177.68万 | 减仓 |
| PAYO | Payoneer Global Inc | $52.02万 | 0.01% | 73,058 | -3,435 | -4.5% | -$2.45万 | 减仓 |
| AMR | Alpha Metallurgical Resource I | $52.37万 | 0.01% | 3,175 | -88 | -2.7% | -$1.45万 | 减仓 |
| DEI | Douglas Emmett Inc | $52.43万 | 0.01% | 44,430 | -180 | -0.4% | -$2,124 | 减仓 |
| CENTA | Central Garden & Pet Co Cl A N | $52.70万 | 0.01% | 13,593 | -47 | -0.3% | -$1,822 | 减仓 |
| NBHC | National Bank Holdings Corp Cl | $52.80万 | 0.01% | 11,883 | -55 | -0.5% | -$2,444 | 减仓 |
| ADMA | Adma Biologics, Inc. | $53.04万 | 0.01% | 63,368 | -1,195 | -1.9% | -$1.00万 | 减仓 |
| NEOG | Neogen Corp | $53.20万 | 0.01% | 59,182 | 16 | 0.0% | $144 | 加仓 |
| STC | Stewart Information Services C | $53.26万 | 0.01% | 8,068 | 14 | 0.2% | $924 | 加仓 |
| IOSP | Innospec Inc | $53.46万 | 0.01% | 6,568 | -51 | -0.8% | -$4,151 | 减仓 |
| ECPG | Encore Cap Group Inc | $53.73万 | 0.01% | 5,760 | -152 | -2.6% | -$1.42万 | 减仓 |
| NWN | Northwest Nat Holding Co | $54.39万 | 0.01% | 11,086 | 82 | 0.7% | $4,023 | 加仓 |