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 |
|---|---|---|---|---|---|---|---|---|
| LMAT | Lemaitre Vascular Inc | $54.43万 | 0.01% | 5,672 | 6 | 0.1% | $576 | 加仓 |
| CCS | Century Communities Inc | $54.56万 | 0.01% | 7,614 | -173 | -2.2% | -$1.24万 | 减仓 |
| WT | Wisdomtree Inc | $54.66万 | 0.01% | 32,268 | 1,457 | 4.7% | $2.47万 | 加仓 |
| UNIT | Uniti Group Inc | $54.75万 | 0.01% | 47,734 | 319 | 0.7% | $3,659 | 加仓 |
| IPAR | Interparfums Inc | $54.77万 | 0.01% | 4,896 | 18 | 0.4% | $2,013 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $55.03万 | 0.01% | 1,828 | 64 | 3.6% | $1.93万 | 加仓 |
| — | Commonwealth Bank Of Australia | $55.06万 | 0.01% | 4,828 | -14,819 | -75.4% | -$169.01万 | 减仓 |
| NTST | Netstreit Corp. | $55.12万 | 0.01% | 26,085 | 26,085 | — | $55.12万 | 新建仓 |
| UFPT | Ufp Technologies | $55.23万 | 0.01% | 2,083 | -13 | -0.6% | -$3,447 | 减仓 |
| ARR | Armour Residential REIT Inc | $55.32万 | 0.01% | 31,701 | 2,026 | 6.8% | $3.54万 | 加仓 |
| FCF | First Commonwealth Financial C | $55.43万 | 0.01% | 27,264 | -219 | -0.8% | -$4,452 | 减仓 |
| HMN | Horace Mann Educators Corp | $55.64万 | 0.01% | 10,772 | -15 | -0.1% | -$775 | 减仓 |
| OFG | Ofg Bancorp | $55.68万 | 0.01% | 11,348 | -260 | -2.2% | -$1.28万 | 减仓 |
| CNS | Cohen & Steers Inc Com | $55.96万 | 0.01% | 7,349 | 43 | 0.6% | $3,274 | 加仓 |
| TILE | Interface Inc | $56.06万 | 0.01% | 15,642 | -27 | -0.2% | -$968 | 减仓 |
| MBC | Masterbrand Inc Common Stock | $56.25万 | 0.01% | 54,665 | 20,533 | 60.2% | $21.13万 | 加仓 |
| SPSC | Sps Commerce Inc | $56.48万 | 0.01% | 9,880 | -196 | -1.9% | -$1.12万 | 减仓 |
| AIN | Albany Intl Corp Cl A | $57.10万 | 0.01% | 7,664 | -112 | -1.4% | -$8,344 | 减仓 |
| SIEGY | Siemens Ag Com Dm50 (New) | $57.15万 | 0.01% | 3,556 | -14,510 | -80.3% | -$233.20万 | 减仓 |
| WYNN | Wynn Resorts LTD | $57.22万 | 0.01% | 5,894 | 269 | 4.8% | $2.61万 | 加仓 |
| CRVL | Corvel Corp | $57.31万 | 0.01% | 9,166 | 39 | 0.4% | $2,438 | 加仓 |
| — | Vanguard Index Funds Small Cap | $57.36万 | 0.01% | 3,952 | 3,952 | — | $57.36万 | 新建仓 |
| — | Bnp Paribas Sponsored Adr Reps | $57.39万 | 0.01% | 9,829 | -24,396 | -71.3% | -$142.44万 | 减仓 |
| DXPE | Dxp Enterprises Inc | $57.74万 | 0.01% | 3,422 | -4 | -0.1% | -$675 | 减仓 |
| FUN | Six Flags Entertainment Corp | $57.75万 | 0.01% | 27,114 | 83 | 0.3% | $1,768 | 加仓 |
| PGNY | Progyny Inc | $57.82万 | 0.01% | 20,057 | -1,582 | -7.3% | -$4.56万 | 减仓 |
| MPT | Medical Properties Trust Inc | $57.93万 | 0.01% | 125,383 | -790 | -0.6% | -$3,650 | 减仓 |
| MAN | Manpowergroup Inc | $58.00万 | 0.01% | 17,175 | 3 | 0.0% | $101 | 加仓 |
| PLUS | Eplus Inc | $58.17万 | 0.01% | 6,989 | 29 | 0.4% | $2,414 | 加仓 |
| UTI | Universal Technical Institute | $58.20万 | 0.01% | 13,607 | 13,607 | — | $58.20万 | 新建仓 |
| KWR | Quaker Houghton | $58.23万 | 0.01% | 3,665 | 8 | 0.2% | $1,271 | 加仓 |
| CALX | Calix, Inc | $58.37万 | 0.01% | 15,640 | -422 | -2.6% | -$1.57万 | 减仓 |
| BHP | Bhp Group Limited | $58.83万 | 0.01% | 7,062 | -23,264 | -76.7% | -$193.81万 | 减仓 |
| NWBI | Northwest Bancshares Inc Md | $59.05万 | 0.01% | 38,948 | 309 | 0.8% | $4,684 | 加仓 |
| AU | AngloGold Ashanti Limited | $59.42万 | 0.01% | 7,346 | -6,632 | -47.4% | -$53.65万 | 减仓 |
| PBI | Pitney Bowes Inc | $59.55万 | 0.01% | 33,988 | -6,006 | -15.0% | -$10.52万 | 减仓 |
| FBK | Fb Finl Corp Com | $59.71万 | 0.01% | 10,787 | 33 | 0.3% | $1,827 | 加仓 |
| CRDO | Credo Technology Group Holding | $59.83万 | 0.01% | 2,200 | 207 | 10.4% | $5.63万 | 重新持有 |
| SAN | Banco Santander S.A. | $60.02万 | 0.01% | 43,491 | -114,351 | -72.4% | -$157.80万 | 减仓 |
| RY | Royal Bank CDA | $60.17万 | 0.01% | 2,907 | -8,999 | -75.6% | -$186.25万 | 减仓 |
| BANR | Banner Corp | $60.37万 | 0.01% | 9,086 | 37 | 0.4% | $2,458 | 加仓 |
| AGNC | Agnc Inv Corp | $60.73万 | 0.01% | 55,711 | 2,599 | 4.9% | $2.83万 | 加仓 |
| PBH | Prestige Consumer Healthcare I | $61.08万 | 0.01% | 12,922 | -82 | -0.6% | -$3,876 | 减仓 |
| VCEL | Vericel Corp | $61.26万 | 0.01% | 13,770 | 46 | 0.3% | $2,047 | 加仓 |
| HTO | H2O AMERICA COM | $61.49万 | 0.01% | 10,118 | 147 | 1.5% | $8,933 | 加仓 |
| ASO | Academy Sports & Outdoors Inc | $61.52万 | 0.01% | 13,053 | -301 | -2.3% | -$1.42万 | 减仓 |
| MTX | Minerals Technologies Inc | $61.56万 | 0.01% | 8,322 | 19 | 0.2% | $1,405 | 加仓 |
| BANF | BancFirst Corp | $61.69万 | 0.01% | 5,551 | 47 | 0.9% | $5,223 | 加仓 |
| ALRM | Alarm Com Holdings Inc | $61.72万 | 0.01% | 13,210 | -41 | -0.3% | -$1,916 | 减仓 |
| TMDX | Transmedics Group Inc | $61.98万 | 0.01% | 9,332 | -89 | -0.9% | -$5,911 | 减仓 |
| PRG | Prog Holdings Inc Com | $62.00万 | 0.01% | 13,301 | -463 | -3.4% | -$2.16万 | 减仓 |
| HE | Hawaiian Elec Industries | $62.28万 | 0.01% | 46,029 | 177 | 0.4% | $2,395 | 加仓 |
| AZN | AstraZeneca PLC | $62.61万 | 0.01% | 3,302 | -9,937 | -75.1% | -$188.43万 | 减仓 |
| LFST | Lifestance Health Group Inc | $62.69万 | 0.01% | 58,530 | 58,530 | — | $62.69万 | 新建仓 |
| CHH | Choice Hotels Intl Inc | $62.83万 | 0.01% | 5,698 | -418 | -6.8% | -$4.61万 | 减仓 |
| RAMP | Liveramp Holdings Inc | $63.32万 | 0.01% | 16,823 | -71 | -0.4% | -$2,672 | 减仓 |
| MZTI | MARZETTI COMPANY COM | $63.59万 | 0.01% | 5,570 | -337 | -5.7% | -$3.85万 | 减仓 |
| KNTK | Kinetik Holdings INC | $63.79万 | 0.01% | 13,196 | 1,050 | 8.6% | $5.08万 | 加仓 |
| GT | Goodyear Tire & Rubber Co | $63.86万 | 0.01% | 96,764 | -3,986 | -4.0% | -$2.63万 | 减仓 |
| CRGY | Crescent Energy Company Cl A | $64.02万 | 0.01% | 65,196 | 377 | 0.6% | $3,702 | 加仓 |
| CAKE | Cheesecake Factory Inc | $64.13万 | 0.01% | 8,063 | 128 | 1.6% | $1.02万 | 加仓 |
| WAY | Waystar Holding Corp | $64.15万 | 0.01% | 31,245 | 192 | 0.6% | $3,942 | 加仓 |
| DNOW | Dnow Inc | $64.16万 | 0.01% | 49,470 | -428 | -0.9% | -$5,551 | 减仓 |
| PSN | Parsons Corporation Com | $64.20万 | 0.01% | 12,255 | -999 | -7.5% | -$5.23万 | 减仓 |
| APAM | Artisan Partners Asset Mgmt In | $64.74万 | 0.01% | 18,748 | 74 | 0.4% | $2,555 | 加仓 |
| GRBK | Green Brick Partners Inc | $65.05万 | 0.01% | 8,127 | -3 | -0.0% | -$240 | 减仓 |
| PTON | Peloton Interactive Inc Cl A | $65.31万 | 0.01% | 110,513 | 110,513 | — | $65.31万 | 新建仓 |
| RHHBY | Roche Hldg Ltd Sponsored Adr I | $66.02万 | 0.01% | 12,802 | -40,030 | -75.8% | -$206.44万 | 减仓 |
| RKLB | Rocket Lab Corp | $66.12万 | 0.01% | 6,505 | 542 | 9.1% | $5.51万 | 加仓 |
| JOE | St Joe Co | $66.47万 | 0.01% | 10,613 | -22 | -0.2% | -$1,378 | 减仓 |
| SPNT | Siriuspoint Ltd | $66.58万 | 0.01% | 27,742 | 185 | 0.7% | $4,440 | 加仓 |
| CUBI | Customers Bancorp Inc | $66.78万 | 0.01% | 8,442 | -12 | -0.1% | -$949 | 减仓 |
| XRAY | Dentsply Sirona Inc | $67.16万 | 0.01% | 63,301 | -3,282 | -4.9% | -$3.48万 | 减仓 |
| PDFS | Pdf Solutions Inc | $67.43万 | 0.01% | 9,525 | 1,055 | 12.5% | $7.47万 | 加仓 |
| CENX | Century Alum Co | $68.05万 | 0.01% | 14,791 | 583 | 4.1% | $2.68万 | 加仓 |
| BBT | Beacon Financial Corporation | $68.06万 | 0.01% | 22,351 | 54 | 0.2% | $1,644 | 加仓 |
| NSRGY | Nestle Sa Sp ADR | $68.12万 | 0.01% | 6,614 | -23,012 | -77.7% | -$237.01万 | 减仓 |
| CALY | Callaway Golf Company | $68.56万 | 0.01% | 36,490 | -1,139 | -3.0% | -$2.14万 | 减仓 |
| NBTB | Nbt Bancorp Inc | $68.66万 | 0.01% | 13,907 | 33 | 0.2% | $1,629 | 加仓 |
| LCII | Lci Industries | $68.77万 | 0.01% | 6,495 | 12 | 0.2% | $1,271 | 加仓 |
| WKC | World Kinect Corporation Com | $69.41万 | 0.01% | 21,073 | -1,522 | -6.7% | -$5.01万 | 减仓 |
| CPRI | Capri Holdings Limited | $69.51万 | 0.01% | 37,431 | -3,241 | -8.0% | -$6.02万 | 减仓 |
| CXT | Crane Nxt, Co | $69.53万 | 0.01% | 13,591 | -773 | -5.4% | -$3.95万 | 减仓 |
| RH | Rh | $69.91万 | 0.01% | 4,244 | -251 | -5.6% | -$4.13万 | 减仓 |
| NGVT | Ingevity Corp | $69.93万 | 0.01% | 9,365 | -206 | -2.2% | -$1.54万 | 减仓 |
| CARG | Cargurus Inc Cl A | $69.94万 | 0.01% | 20,516 | -1,138 | -5.3% | -$3.88万 | 减仓 |
| WERN | Werner Enterprises Inc | $70.14万 | 0.01% | 16,083 | -126 | -0.8% | -$5,495 | 减仓 |
| TBBK | Bancorp Inc | $70.32万 | 0.01% | 11,226 | -255 | -2.2% | -$1.60万 | 减仓 |
| FBNC | First Bancorp NC Com | $70.54万 | 0.01% | 11,034 | 29 | 0.3% | $1,854 | 加仓 |
| HSBC | Hsbc Hldgs Plc Sponsored Adr N | $70.59万 | 0.01% | 7,423 | -23,978 | -76.4% | -$228.01万 | 减仓 |
| ALGT | Allegiant Travel Co | $70.62万 | 0.01% | 6,005 | 2,385 | 65.9% | $28.05万 | 加仓 |
| FOX | Fox Corp Cl B | $70.81万 | 0.01% | 15,117 | -1,239 | -7.6% | -$5.80万 | 减仓 |
| BXMT | Blackstone Mtg Tr Inc Com Cl A | $71.21万 | 0.01% | 42,013 | -503 | -1.2% | -$8,526 | 减仓 |
| AGYS | Agilysys Inc | $71.22万 | 0.01% | 6,815 | 41 | 0.6% | $4,284 | 加仓 |
| ATEN | A10 Networks Inc | $71.22万 | 0.01% | 19,064 | 15 | 0.1% | $560 | 加仓 |
| RCUS | Arcus Biosciences Inc | $71.53万 | 0.01% | 23,202 | 154 | 0.7% | $4,748 | 加仓 |
| WLK | Westlake Corp | $71.54万 | 0.01% | 9,800 | -718 | -6.8% | -$5.24万 | 减仓 |
| NHC | Natl Healthcare Corp Com | $71.55万 | 0.01% | 3,385 | 0 | 0.0% | — | 不变 |
| ANDE | Andersons Inc | $71.79万 | 0.01% | 10,495 | -337 | -3.1% | -$2.31万 | 减仓 |
| TAP | Molson Coors Brewing Co Cl B | $71.87万 | 0.01% | 18,448 | 1,131 | 6.5% | $4.41万 | 加仓 |