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
TAK Takeda Pharmaceutic-Sp Adr $59.99万0.01%32,394 00.0% — 不变
PRDO Perdoceo Ed Corp $60.03万0.01%16,134 -308-1.9% -$1.15万 减仓
— Bayer A G Sponsored Adr $60.34万0.01%53,190 00.0% — 不变
BCS Barclays Plc Adr $60.41万0.01%28,550 00.0% — 不变
— Hoya Corp Sponsored Adr $60.88万0.01%3,648 00.0% — 不变
CPB The Campbell's Company $61.18万0.01%27,473 8033.0% $1.79万 加仓
NWG Natwest Group PLC Sp ADR $61.20万0.01%41,075 00.0% — 不变
SHAK Shake Shack Inc Cl A $61.45万0.01%6,946 -92-1.3% -$8,139 减仓
VRRM Verra Mobility Corp $61.50万0.01%43,036 -394-0.9% -$5,630 减仓
TBBK Bancorp Inc $61.69万0.01%11,481 -412-3.5% -$2.21万 减仓
GEO The Geo Group Inc $61.84万0.01%36,790 -447-1.2% -$7,514 减仓
LMAT Lemaitre Vascular Inc $61.86万0.01%5,666 -57-1.0% -$6,223 减仓
FBNC First Bancorp NC Com $62.01万0.01%11,005 -144-1.3% -$8,114 减仓
MCY Mercury General Corp $62.15万0.01%7,051 -109-1.5% -$9,608 减仓
HNI Hni Corp $62.21万0.01%18,632 -12-0.1% -$401 减仓
ERIC Ericsson $62.24万0.01%55,228 00.0% — 不变
BANC Banc Of California Inc $62.55万0.01%35,579 -532-1.5% -$9,353 减仓
FLUT Flutter Entertainment Plc $62.56万0.01%6,136 3756.5% $3.82万 加仓
FNV Franco Nev Corp Com Stk $62.68万0.01%2,537 00.0% — 不变
RH Rh $62.85万0.01%4,495 -276-5.8% -$3.86万 减仓
OSW Onespaworld Holdings Limited $62.91万0.01%27,412 27,412— $62.91万 新建仓
HIW Highwood Properties Inc $62.94万0.01%29,397 -414-1.4% -$8,864 减仓
HDB Hdfc Bk Ltd Adr Repstg 3 Shs $63.20万0.01%25,400 -3,862-13.2% -$9.61万 减仓
CHH Choice Hotels Intl Inc $63.30万0.01%6,116 -369-5.7% -$3.82万 减仓
PLAB Photronics Inc $63.38万0.01%15,685 -243-1.5% -$9,820 减仓
TDC Teradata Corp $63.84万0.01%24,908 -370-1.5% -$9,483 减仓
— Mercedes Benz Group Ag Reg Shs $63.90万0.01%10,427 00.0% — 不变
CNI Canadian National Railway Co $63.98万0.01%6,226 00.0% — 不变
WAFD Washington Fed Inc $64.05万0.01%20,399 -891-4.2% -$2.80万 减仓
VALE Vale S A Adr $64.26万0.01%40,389 00.0% — 不变
LYG Lloyds Banking Group Plc-Adr $64.57万0.01%128,373 00.0% — 不变
RXO Rxo Inc Common Stock $64.59万0.01%44,182 -398-0.9% -$5,819 减仓
PRVA Privia Health Group Inc $64.61万0.01%31,409 -381-1.2% -$7,837 减仓
HUBG Hub Group Inc Cl A $65.46万0.01%18,164 -144-0.8% -$5,190 减仓
MGM Mgm Resorts International $65.71万0.01%17,755 -955-5.1% -$3.53万 减仓
SNOW Snowflake Inc Cl A $65.73万0.01%4,358 1774.2% $2.67万 加仓
SHOO Madden Steven LTD $65.94万0.01%19,439 -213-1.1% -$7,225 减仓
JD Jd.Com Inc- Adr $65.97万0.01%22,310 00.0% — 不变
CVBF Cvb Financial Corp $66.03万0.01%34,056 -694-2.0% -$1.35万 减仓
RELX Relx Plc Sponsored Adr $66.05万0.01%19,926 00.0% — 不变
— Swedbank A B Sponsored Adr $66.21万0.01%19,777 00.0% — 不变
— Malayan Banking $66.36万0.01%101,473 00.0% — 不变
TRMK Trustmark Corp $66.53万0.01%15,788 -348-2.2% -$1.47万 减仓
MFC MANULIFE FINL CORP COM $66.70万0.01%19,366 00.0% — 不变
JOE St Joe Co $66.79万0.01%10,635 -83-0.8% -$5,212 减仓
GT Goodyear Tire & Rubber Co $66.80万0.01%100,750 -4,614-4.4% -$3.06万 减仓
CURB Curbline Properties Corp $66.82万0.01%25,908 -288-1.1% -$7,428 减仓
BBT Beacon Financial Corporation $66.89万0.01%22,297 -184-0.8% -$5,520 减仓
AKR Acadia Realty Trust $66.91万0.01%34,993 -405-1.1% -$7,744 减仓
AMR Alpha Metallurgical Resource I $66.98万0.01%3,263 -38-1.2% -$7,800 减仓
UE Urban Edge Properties $67.21万0.01%33,639 -415-1.2% -$8,292 减仓
— Swiss Re Ltd Sponsored Adr $67.65万0.01%16,448 00.0% — 不变
ABM ABM Industries Inc $67.68万0.01%17,571 -706-3.9% -$2.72万 减仓
APLE Apple Hospitality Reit Inc Com $67.79万0.01%58,894 -929-1.6% -$1.07万 减仓
APAM Artisan Partners Asset Mgmt In $67.95万0.01%18,674 -245-1.3% -$8,916 减仓
HE Hawaiian Elec Industries $68.04万0.01%45,852 -405-0.9% -$6,010 减仓
NGVT Ingevity Corp $68.17万0.01%9,571 -126-1.3% -$8,975 减仓
FMC Fmc Corp $68.26万0.01%39,639 1,1373.0% $1.96万 加仓
HGV Hilton Grande Vacations $68.41万0.01%17,487 -1,154-6.2% -$4.51万 减仓
GOLF Acushnet Hldgs Corp Com $68.81万0.01%7,361 -54-0.7% -$5,048 减仓
— E On Se $68.92万0.01%31,549 00.0% — 不变
VCYT Veracyte Inc $69.21万0.01%21,488 -223-1.0% -$7,183 减仓
CON Concentra Group Holdings Paren $69.25万0.01%32,284 -357-1.1% -$7,658 减仓
TRN Trinity Industries Inc $69.42万0.01%21,572 -306-1.4% -$9,847 减仓
FCPT Four Corners Property Trust $69.54万0.01%29,405 8493.0% $2.01万 加仓
PHIN Phinia Inc Common Stock $69.59万0.01%10,168 -240-2.3% -$1.64万 减仓
WDS Woodside Energy Group Ltd $69.66万0.01%29,169 00.0% — 不变
PPLI Iac Inc $69.68万0.01%17,408 -254-1.4% -$1.02万 减仓
— Csl Ltd $69.87万0.01%28,986 00.0% — 不变
ADEA Adeia Inc $70.17万0.01%29,201 -107-0.4% -$2,571 减仓
PRK Park Natl Corp $70.19万0.01%4,294 42611.0% $6.96万 加仓
SLG SL Green Realty Corp $70.24万0.01%19,014 -223-1.2% -$8,238 减仓
BN Brookfield Corp Cl A $71.28万0.01%17,613 00.0% — 不变
— Societe Generale France Sponso $71.35万0.01%50,132 -42,100-45.6% -$59.92万 减仓
CPRI Capri Holdings Limited $71.66万0.01%40,672 -2,360-5.5% -$4.16万 减仓
— Tokio Marine Hldgs Inc Adr Com $71.79万0.01%15,628 00.0% — 不变
PSN Parsons Corporation Com $71.80万0.01%13,254 -1,014-7.1% -$5.49万 减仓
HAYW Hayward Holdings Inc $71.96万0.01%53,783 -287-0.5% -$3,840 减仓
CWT California Wtr Svc Group $72.00万0.01%15,881 -234-1.5% -$1.06万 减仓
— Deutsche Post Ag Sponsored Adr $72.08万0.01%27,500 00.0% — 不变
BNS Bank N S Halifax Com Stk $72.44万0.01%10,451 00.0% — 不变
VC Visteon Corp $72.60万0.01%7,968 -530-6.2% -$4.83万 减仓
— Lxp Industrial Trust $73.13万0.01%15,809 -196-1.2% -$9,067 减仓
ARGX Argenx Se - Adr $73.24万0.01%1,003 00.0% — 不变
WDFC Wd-40 Co $73.54万0.01%3,606 -64-1.7% -$1.31万 减仓
PFS Provident Financial Services I $73.57万0.01%34,768 -546-1.5% -$1.16万 减仓
CARG Cargurus Inc Cl A $73.73万0.01%21,654 -390-1.8% -$1.33万 减仓
PI Impinj Inc $73.86万0.01%7,192 -55-0.8% -$5,648 减仓
DXC DXC Technology Co $73.93万0.01%58,811 -15-0.0% -$189 减仓
KMT Kennametal Inc $73.97万0.01%20,473 -243-1.2% -$8,780 减仓
CM Canadian Imp Bank Comm $74.29万0.01%7,841 00.0% — 不变
TAP Molson Coors Brewing Co Cl B $74.57万0.01%17,317 -72-0.4% -$3,100 减仓
WAY Waystar Holding Corp $74.87万0.01%31,053 -346-1.1% -$8,342 减仓
TRP Tc Energy Corp Com $74.95万0.01%11,973 00.0% — 不变
SFNC Simmons 1St Natl Corp Cl A $1 $74.95万0.01%38,536 -455-1.2% -$8,850 减仓
ASX Ase Technology Holding Co Ltd $74.96万0.01%34,577 00.0% — 不变
— Macquarie Group Ltd Adr New $75.14万0.01%5,433 00.0% — 不变
B Barrick Mining Corp $75.15万0.01%18,424 00.0% — 不变
UCTT Ultra Clean Holdings Inc $75.25万0.01%12,102 -88-0.7% -$5,472 减仓
MGEE Mge Energy Inc Com $75.35万0.01%9,749 -143-1.4% -$1.11万 减仓