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
ASO Academy Sports & Outdoors Inc $75.38万0.01%13,354 -101-0.8% -$5,701 减仓
EEFT Euronet Worldwide Inc $75.45万0.01%11,368 -749-6.2% -$4.97万 减仓
HOG Harley-Davidson Inc $75.48万0.01%37,331 -1,811-4.6% -$3.66万 减仓
CHKP Check Point Software Tech LTD $75.57万0.01%5,290 390.7% $5,571 加仓
POWI Power Integrations Inc $75.72万0.01%14,790 -216-1.4% -$1.11万 减仓
ACAD Acadia Pharmaceuticals $75.76万0.01%34,034 -325-0.9% -$7,235 减仓
RNG Ringcentral Inc Cl A $76.33万0.01%20,523 20,523— $76.33万 新建仓
NMIH Nmi Holdings Inc Cl A $76.53万0.01%20,402 -428-2.1% -$1.61万 减仓
FRPT Freshpet Inc $76.67万0.01%13,003 -165-1.3% -$9,728 减仓
GFF Griffon Corp $76.68万0.01%10,551 -67-0.6% -$4,870 减仓
ACLS Axcelis Technologies Inc $76.80万0.01%8,251 -165-2.0% -$1.54万 减仓
PBH Prestige Consumer Healthcare I $77.07万0.01%13,004 -264-2.0% -$1.56万 减仓
FFBC First Financial Bancorp Oh $77.23万0.01%27,702 4391.6% $1.22万 加仓
XRAY Dentsply Sirona Inc $77.24万0.01%66,583 -3,275-4.7% -$3.80万 减仓
IRDM Iridium Communications Inc $77.27万0.01%27,855 -457-1.6% -$1.27万 减仓
NOK Nokia Corp Sponsored Adr $77.48万0.01%96,370 00.0% — 不变
WPM Wheaton Precious Metals Corp C $77.49万0.01%5,915 5259.7% $6.88万 加仓
DORM Dorman Products Inc $77.56万0.01%7,432 -54-0.7% -$5,635 减仓
ANDE Andersons Inc $77.75万0.01%10,832 -25-0.2% -$1,795 减仓
— Catalyst Pharmaceuticals, Inc. $77.79万0.01%31,419 -550-1.7% -$1.36万 减仓
— Basf Aktiengesellschaft - Leve $77.83万0.01%51,563 00.0% — 不变
NOG Northern Oil And Gas Inc $77.93万0.01%26,661 4451.7% $1.30万 加仓
— United Overseas Bk Ltd Sponsor $78.04万0.01%13,736 00.0% — 不变
AWR American States Water Co $78.07万0.01%10,324 -153-1.5% -$1.16万 减仓
SEDG Solaredge Technologies Inc $78.19万0.01%15,316 -63-0.4% -$3,216 减仓
SBCF Seacoast Banking Corp Fl $78.21万0.01%25,822 -65-0.3% -$1,969 减仓
— National Storage Affiliates $78.34万0.01%20,759 -1,178-5.4% -$4.45万 减仓
CNK Cinemark Holdings Inc $78.58万0.01%27,553 -168-0.6% -$4,791 减仓
RHI Robert Half Inc $78.63万0.01%30,958 3971.3% $1.01万 加仓
INSW International Seaways Inc $78.67万0.01%10,795 -136-1.2% -$9,912 减仓
CALX Calix, Inc $78.69万0.01%16,062 -147-0.9% -$7,202 减仓
FIBK First Interstate Bancsys/Mt $78.71万0.01%23,565 -412-1.7% -$1.38万 减仓
BOH Bank Hawaii Corp $78.75万0.01%10,606 -127-1.2% -$9,430 减仓
QTWO Q2 Holdings Inc $78.79万0.01%16,657 -263-1.6% -$1.24万 减仓
AEO American Eagle Outfitters Inc $78.79万0.01%47,182 -699-1.5% -$1.17万 减仓
HAE Haemonetics Corp $79.10万0.01%14,035 -936-6.3% -$5.28万 减仓
SMG Scotts Miracle-Gro Co Cl A $79.10万0.01%13,008 -728-5.3% -$4.43万 减仓
TECH Bio Techne Corp $79.19万0.01%15,154 -182-1.2% -$9,511 减仓
SYNA Synaptics Inc $79.23万0.01%11,312 -714-5.9% -$5.00万 减仓
POOL Pool Corporation $79.29万0.01%3,919 170.4% $3,440 加仓
SUI Sun Communities Inc $79.56万0.01%6,316 791.3% $9,951 加仓
CPK Chesapeake Utilities Corp $79.69万0.01%6,306 -91-1.4% -$1.15万 减仓
LCII Lci Industries $79.73万0.01%6,483 -88-1.3% -$1.08万 减仓
CAG Conagra Brands Inc $79.86万0.01%50,804 -251-0.5% -$3,946 减仓
MTRN Materion Corp $80.08万0.01%5,536 -38-0.7% -$5,497 减仓
BYD Boyd Gaming Corp $80.19万0.01%9,758 -1,009-9.4% -$8.29万 减仓
— Supernus Pharmaceuticals Inc $80.39万0.01%15,552 -198-1.3% -$1.02万 减仓
ASH Ashland Inc $80.68万0.01%14,509 -808-5.3% -$4.49万 减仓
ING Ing Groep Nv Adr $80.79万0.01%31,014 -4,034-11.5% -$10.51万 减仓
FHB First Hawaiian Inc $81.15万0.01%32,934 -529-1.6% -$1.30万 减仓
BXMT Blackstone Mtg Tr Inc Com Cl A $81.42万0.01%42,516 -74-0.2% -$1,417 减仓
— Mitsui & Co Ltd Adr Isin $81.43万0.01%1,087 00.0% — 不变
MZTI MARZETTI COMPANY COM $81.71万0.01%5,907 -359-5.7% -$4.97万 减仓
DB DEUTSCHE BANK AG NPV REGD SHS $81.73万0.01%27,446 00.0% — 不变
CWK Cushman And Wakefield Ltd Comm $81.78万0.01%66,706 -577-0.9% -$7,074 减仓
BMO Bank Montreal Que Com $81.89万0.01%6,051 00.0% — 不变
MARA Mara Hldgs Inc $82.31万0.01%100,875 -1,077-1.1% -$8,788 减仓
CBU Community Finl Sys Inc $82.53万0.01%14,072 -154-1.1% -$9,032 减仓
— Sandvik Ab Adr $82.68万0.01%22,037 00.0% — 不变
LIF Life360 Inc $82.82万0.01%20,288 20,288— $82.82万 新建仓
VCTR Victory Cap Holdings Inc Cl A $82.95万0.01%12,668 -190-1.5% -$1.24万 减仓
SXI Standex Intl Corp $83.16万0.01%3,263 -39-1.2% -$9,940 减仓
YETI Yeti Holdings Inc $83.34万0.01%22,777 -1,386-5.7% -$5.07万 减仓
OPLN Openlane Inc $83.39万0.01%28,606 -31-0.1% -$904 减仓
CENX Century Alum Co $83.39万0.01%14,208 -75-0.5% -$4,402 减仓
IFNNY Infineon Technologies Ag Spons $83.44万0.01%19,057 00.0% — 不变
SPHR Sphere Entertainment Co $83.48万0.01%7,111 7,111— $83.48万 新建仓
ITGR Integer Holdings Corp $83.78万0.01%9,521 -122-1.3% -$1.07万 减仓
PARR Par Pacific Holdings Inc $83.89万0.01%13,392 -257-1.9% -$1.61万 减仓
MFG Mizuho Finl Group Inc Sponsore $84.03万0.01%105,828 00.0% — 不变
DIOD Diodes Inc $84.06万0.01%12,315 -201-1.6% -$1.37万 减仓
IPGP Ipg Photonics Corp $84.34万0.01%7,360 -441-5.7% -$5.05万 减仓
PLMR Palomar Holdings Inc $84.45万0.01%7,067 -71-1.0% -$8,484 减仓
NGG National Grid Plc Sponsored Ad $84.59万0.01%9,999 00.0% — 不变
RUN Sunrun Inc $84.79万0.01%62,531 -857-1.4% -$1.16万 减仓
HWKN Hawkins Inc $85.43万0.01%5,562 -44-0.8% -$6,758 减仓
FOUR Shift4 Payments, Inc. Class A $85.69万0.01%19,595 -1,262-6.1% -$5.52万 减仓
NATL NCR Atleos Corporation $85.86万0.01%19,701 -245-1.2% -$1.07万 减仓
EPAM Epam Systems Inc $86.16万0.01%6,363 1973.2% $2.67万 加仓
WU Western Union Co $86.21万0.01%98,747 -844-0.8% -$7,368 减仓
ICUI Icu Medical Inc $86.43万0.01%6,692 -91-1.3% -$1.18万 减仓
PAG Penske Automotive Group Inc Co $86.75万0.01%5,802 -326-5.3% -$4.87万 减仓
FOX Fox Corp Cl B $86.85万0.01%16,356 -641-3.8% -$3.40万 减仓
WHD Cactus Inc Cl A $86.86万0.01%18,336 -207-1.1% -$9,806 减仓
AVA Avista Corp $87.01万0.01%21,677 -245-1.1% -$9,834 减仓
CRGY Crescent Energy Company Cl A $87.51万0.01%64,819 2870.4% $3,874 加仓
DVA Davita Inc $87.76万0.01%5,710 -477-7.7% -$7.33万 减仓
BCC Boise Cascade Co $88.49万0.01%11,667 290.2% $2,200 加仓
NET Cloudflare Inc Cl A $88.83万0.01%4,305 1944.7% $4.00万 加仓
KFY Korn Ferry $88.84万0.01%14,113 -158-1.1% -$9,946 减仓
CWEN Clearway Energy Inc Cl C $88.88万0.01%22,621 -246-1.1% -$9,665 减仓
FBP First Bancorp Pr $89.02万0.01%41,674 -768-1.8% -$1.64万 减仓
FUL Fuller H B Co $89.39万0.01%14,492 -115-0.8% -$7,093 减仓
CATY Cathay Gen Bancorp $89.55万0.01%17,961 -410-2.2% -$2.04万 减仓
ENVA Enova Intl Inc $89.61万0.01%6,597 -91-1.4% -$1.24万 减仓
BKU BankUnited Inc $89.66万0.01%19,853 -385-1.9% -$1.74万 减仓
AEM Agnico-Eagle Mines Ltd Com $89.66万0.01%4,417 -169-3.7% -$3.43万 减仓
KRC Kilroy Realty Corp $89.77万0.01%31,822 -1,981-5.9% -$5.59万 减仓
NCLH Norwegian Cruise Line Holding $89.82万0.01%48,031 -1,329-2.7% -$2.49万 减仓
WSC Willscot Hldgs Corp $90.15万0.01%51,927 -18-0.0% -$312 减仓