YOUSIF CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001858789
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| POST | Post Holdings Inc | $130.71万 | 0.02% | 13,222 | -2,190 | -14.2% | -$21.65万 | 减仓 |
| KGS | Kodiak Gas Services Inc | $130.36万 | 0.02% | 22,352 | 15 | 0.1% | $875 | 加仓 |
| TD | Toronto Dominion Bank Ont | $130.32万 | 0.02% | 13,966 | 0 | 0.0% | — | 不变 |
| HIMS | Hims & Hers Health Inc Cl A | $129.98万 | 0.02% | 62,612 | -3,449 | -5.2% | -$7.16万 | 减仓 |
| IT | Gartner Inc | $129.65万 | 0.02% | 8,188 | -41 | -0.5% | -$6,492 | 减仓 |
| CROX | Crocs Inc | $129.25万 | 0.02% | 15,569 | -1,149 | -6.9% | -$9.54万 | 减仓 |
| OPCH | Option Care Health Inc New | $128.95万 | 0.02% | 47,903 | -2,789 | -5.5% | -$7.51万 | 减仓 |
| PECO | Phillips Edison & Co Inc Commo | $128.03万 | 0.02% | 34,215 | -229 | -0.7% | -$8,569 | 减仓 |
| BIO | Bio Rad Laboratories Inc Cl A | $127.83万 | 0.02% | 4,586 | -302 | -6.2% | -$8.42万 | 减仓 |
| HASI | Ha Sustainable Infrastructure | $127.72万 | 0.01% | 34,755 | 430 | 1.3% | $1.58万 | 加仓 |
| BCO | Brinks Co | $127.20万 | 0.01% | 12,274 | -688 | -5.3% | -$7.13万 | 减仓 |
| BROS | Dutch Brothers Inc Cl A | $127.08万 | 0.01% | 25,084 | 25,084 | — | $127.08万 | 新建仓 |
| — | Victory Portfolios Trivalent S | $127.05万 | 0.01% | 62,248 | 0 | 0.0% | — | 不变 |
| HCC | Warrior Met Coal Inc | $127.05万 | 0.01% | 13,639 | -79 | -0.6% | -$7,359 | 减仓 |
| LAUR | Laureate Education, Inc A | $126.94万 | 0.01% | 36,435 | 36,435 | — | $126.94万 | 新建仓 |
| GNRC | Generac Holdings Inc | $126.57万 | 0.01% | 6,480 | -398 | -5.8% | -$7.77万 | 减仓 |
| WING | Wingstop Inc | $126.15万 | 0.01% | 8,140 | -450 | -5.2% | -$6.97万 | 减仓 |
| VVV | Valvoline Inc | $125.85万 | 0.01% | 37,366 | -3,448 | -8.4% | -$11.61万 | 减仓 |
| LNG | Cheniere Energy Inc | $125.73万 | 0.01% | 4,431 | 219 | 5.2% | $6.21万 | 加仓 |
| BP | BP Plc Sp ADR | $125.00万 | 0.01% | 26,596 | 0 | 0.0% | — | 不变 |
| NVST | Envista Holdings Corporation | $125.00万 | 0.01% | 49,269 | -3,040 | -5.8% | -$7.71万 | 减仓 |
| IVZ | Invesco LTD | $124.87万 | 0.01% | 51,406 | -1,525 | -2.9% | -$3.70万 | 减仓 |
| ALK | Alaska Air Group Inc | $124.79万 | 0.01% | 33,929 | -2,278 | -6.3% | -$8.38万 | 减仓 |
| AES | Aes Corp | $124.26万 | 0.01% | 88,188 | -3,236 | -3.5% | -$4.56万 | 减仓 |
| — | Ishares Msci Kuwait Etf | $124.15万 | 0.01% | 34,352 | 0 | 0.0% | — | 不变 |
| ANF | Abercrombie & Fitch Co Cl A | $123.90万 | 0.01% | 13,560 | -1,021 | -7.0% | -$9.33万 | 减仓 |
| BLDR | Builders FirstSource Inc | $123.89万 | 0.01% | 15,048 | 203 | 1.4% | $1.67万 | 加仓 |
| TGTX | Tg Therapeutics Inc | $123.57万 | 0.01% | 37,197 | -774 | -2.0% | -$2.57万 | 减仓 |
| KBR | Kbr Inc | $123.50万 | 0.01% | 33,506 | -1,976 | -5.6% | -$7.28万 | 减仓 |
| NOVT | Novanta Inc | $123.46万 | 0.01% | 10,453 | -598 | -5.4% | -$7.06万 | 减仓 |
| ASB | Associated Banc Corp | $123.37万 | 0.01% | 47,705 | -2,779 | -5.5% | -$7.19万 | 减仓 |
| GDDY | Godaddy Inc Cl A | $123.19万 | 0.01% | 14,901 | 131 | 0.9% | $1.08万 | 加仓 |
| TCBI | Texas Capital Bancshares Inc | $123.09万 | 0.01% | 12,973 | -1,125 | -8.0% | -$10.67万 | 减仓 |
| MTH | Meritage Homes Corp | $122.89万 | 0.01% | 19,872 | -921 | -4.4% | -$5.70万 | 减仓 |
| WLK | Westlake Corp | $122.87万 | 0.01% | 10,518 | -537 | -4.9% | -$6.27万 | 减仓 |
| BTI | Brit Amern Tob Plc Sponsored C | $122.68万 | 0.01% | 20,981 | 0 | 0.0% | — | 不变 |
| MIR | Mirion Technologies Inc Cl A | $122.50万 | 0.01% | 65,896 | -1,063 | -1.6% | -$1.98万 | 减仓 |
| RDN | Radian Group Inc Com | $122.11万 | 0.01% | 36,912 | -96 | -0.3% | -$3,176 | 减仓 |
| GL | Globe Life Inc | $122.05万 | 0.01% | 8,770 | -292 | -3.2% | -$4.06万 | 减仓 |
| TDS | Telephone & Data Systems Inc | $122.04万 | 0.01% | 28,988 | -52 | -0.2% | -$2,189 | 减仓 |
| CNO | Cno Financial Group Inc | $121.78万 | 0.01% | 29,660 | -1,899 | -6.0% | -$7.80万 | 减仓 |
| BMI | Badger Meter Inc | $121.41万 | 0.01% | 7,969 | -911 | -10.3% | -$13.88万 | 减仓 |
| CBT | Cabot Corp | $121.17万 | 0.01% | 16,090 | -392 | -2.4% | -$2.95万 | 减仓 |
| BOOT | Boot Barn Holdings Inc | $121.16万 | 0.01% | 8,278 | -56 | -0.7% | -$8,196 | 减仓 |
| DPZ | Dominos Pizza Inc | $120.63万 | 0.01% | 3,362 | -90 | -2.6% | -$3.23万 | 减仓 |
| BBWI | Bath & Body Works Inc | $120.47万 | 0.01% | 64,526 | -3,536 | -5.2% | -$6.60万 | 减仓 |
| AIZ | Assurant Inc | $120.06万 | 0.01% | 5,512 | -135 | -2.4% | -$2.94万 | 减仓 |
| BXP | Bxp Inc | $119.77万 | 0.01% | 23,078 | 55 | 0.2% | $2,854 | 加仓 |
| MYRG | Myr Group Inc | $119.62万 | 0.01% | 4,237 | 20 | 0.5% | $5,646 | 加仓 |
| BTU | Peabody Energy Corp | $119.47万 | 0.01% | 36,257 | -742 | -2.0% | -$2.44万 | 减仓 |
| — | Tri Pointe Homes Inc Com | $118.64万 | 0.01% | 25,388 | -571 | -2.2% | -$2.67万 | 减仓 |
| OLED | Universal Display Corp | $118.42万 | 0.01% | 12,919 | -692 | -5.1% | -$6.34万 | 减仓 |
| HLNE | Hamilton Lane Inc Cl A Cl A | $118.38万 | 0.01% | 11,909 | -690 | -5.5% | -$6.86万 | 减仓 |
| NWE | Northwestern Corp | $118.34万 | 0.01% | 17,946 | -1,006 | -5.3% | -$6.63万 | 减仓 |
| GPI | Group 1 Automotive Inc | $118.33万 | 0.01% | 3,579 | -144 | -3.9% | -$4.76万 | 减仓 |
| HRB | H&R Block Inc | $118.06万 | 0.01% | 37,196 | -2,014 | -5.1% | -$6.39万 | 减仓 |
| CNQ | Cdn Nat Res Ltd Com Cdn Nat Re | $117.49万 | 0.01% | 24,110 | 0 | 0.0% | — | 不变 |
| FHI | Federated Hermes Inc Cl B | $117.33万 | 0.01% | 20,690 | -1,294 | -5.9% | -$7.34万 | 减仓 |
| MDU | Mdu Resources Group Inc | $117.31万 | 0.01% | 56,615 | -254 | -0.4% | -$5,263 | 减仓 |
| CSW | Csw Industrials Inc | $117.29万 | 0.01% | 4,501 | -84 | -1.8% | -$2.19万 | 减仓 |
| SAIC | Science Applications Intl Corp | $117.24万 | 0.01% | 12,351 | -887 | -6.7% | -$8.42万 | 减仓 |
| MRP | Millrose Properties Inc USD C | $117.11万 | 0.01% | 41,824 | -198 | -0.5% | -$5,544 | 减仓 |
| MWA | Mueller Wtr Prods Inc Com Ser | $117.07万 | 0.01% | 42,586 | 74 | 0.2% | $2,034 | 加仓 |
| SMCI | Super Micro Computer Inc New | $116.91万 | 0.01% | 51,346 | 138 | 0.3% | $3,142 | 加仓 |
| MOS | Mosaic Co | $116.53万 | 0.01% | 45,698 | -1,642 | -3.5% | -$4.19万 | 减仓 |
| RUSHA | Rush Enterprises Inc | $116.18万 | 0.01% | 17,574 | -127 | -0.7% | -$8,396 | 减仓 |
| AIR | Aar Corp | $116.18万 | 0.01% | 10,614 | 10 | 0.1% | $1,095 | 加仓 |
| YOU | Clear Secure Inc Cl A | $115.92万 | 0.01% | 23,945 | 126 | 0.5% | $6,100 | 加仓 |
| DBX | Dropbox Inc Cl A | $115.90万 | 0.01% | 51,012 | -2,907 | -5.4% | -$6.60万 | 减仓 |
| GEN | Gen Digital Inc | $115.84万 | 0.01% | 61,520 | -998 | -1.6% | -$1.88万 | 减仓 |
| ZBRA | Zebra Technologies Corp Cl A | $115.70万 | 0.01% | 5,534 | -136 | -2.4% | -$2.84万 | 减仓 |
| MC | Moelis & Co Cl A | $115.66万 | 0.01% | 20,292 | -410 | -2.0% | -$2.34万 | 减仓 |
| TREX | Trex Co Inc | $115.51万 | 0.01% | 31,717 | -1,696 | -5.1% | -$6.18万 | 减仓 |
| RAL | Ralliant Corp | $115.25万 | 0.01% | 27,710 | -3,299 | -10.6% | -$13.72万 | 减仓 |
| DAN | Dana Incorporated | $115.07万 | 0.01% | 34,196 | -1,860 | -5.2% | -$6.26万 | 减仓 |
| DUOL | Duolingo Inc Cl A | $115.00万 | 0.01% | 11,667 | -689 | -5.6% | -$6.79万 | 减仓 |
| BAX | Baxter Intl Inc | $114.83万 | 0.01% | 68,350 | -338 | -0.5% | -$5,678 | 减仓 |
| — | Rolls Royce Holdings Plc Spons | $114.57万 | 0.01% | 76,752 | -7,200 | -8.6% | -$10.75万 | 减仓 |
| FLG | FLAGSTAR FINANCIAL INC | $114.42万 | 0.01% | 86,881 | -5,739 | -6.2% | -$7.56万 | 减仓 |
| ALGM | Allegro Microsystems Inc | $114.27万 | 0.01% | 36,243 | -2,043 | -5.3% | -$6.44万 | 减仓 |
| DBSDY | Dbs Group Hldgs Ltd Sponsored | $113.89万 | 0.01% | 6,456 | 0 | 0.0% | — | 不变 |
| MORN | Morningstar Inc Com Stk | $113.89万 | 0.01% | 6,737 | -613 | -8.3% | -$10.36万 | 减仓 |
| WHR | Whirlpool Corp | $113.83万 | 0.01% | 21,110 | 1,180 | 5.9% | $6.36万 | 加仓 |
| ARE | Alexandria Real Estate Equity | $113.81万 | 0.01% | 24,517 | -333 | -1.3% | -$1.55万 | 减仓 |
| PEGA | Pegasystems Inc Com | $113.63万 | 0.01% | 26,698 | -1,551 | -5.5% | -$6.60万 | 减仓 |
| ACIW | Aci Worldwide Inc | $113.48万 | 0.01% | 27,672 | -347 | -1.2% | -$1.42万 | 减仓 |
| — | Apellis Pharmaceuticals Inc | $112.63万 | 0.01% | 27,997 | 27,997 | — | $112.63万 | 新建仓 |
| MMSI | Merit Med Systems Inc | $112.09万 | 0.01% | 16,262 | -225 | -1.4% | -$1.55万 | 减仓 |
| RYAN | Ryan Specialty Holdings Inc Cl | $112.02万 | 0.01% | 33,202 | -1,501 | -4.3% | -$5.06万 | 减仓 |
| CELH | Celsius Holdings Inc New | $111.96万 | 0.01% | 31,556 | -2,645 | -7.7% | -$9.38万 | 减仓 |
| APPF | Appfolio Inc Class A | $111.91万 | 0.01% | 7,091 | -12 | -0.2% | -$1,894 | 减仓 |
| HSIC | Henry Schein Inc | $111.78万 | 0.01% | 15,167 | -64 | -0.4% | -$4,717 | 减仓 |
| RACE | Ferrari NV | $111.72万 | 0.01% | 3,301 | 0 | 0.0% | — | 不变 |
| ABG | Asbury Automotive Group Inc | $111.68万 | 0.01% | 5,715 | -48 | -0.8% | -$9,380 | 减仓 |
| FFIN | First Financial Bankshares | $111.66万 | 0.01% | 37,916 | -2,451 | -6.1% | -$7.22万 | 减仓 |
| SKY | Champion Homes Inc | $111.66万 | 0.01% | 15,014 | -186 | -1.2% | -$1.38万 | 减仓 |
| PTEN | Patterson Uti Energy Inc | $111.50万 | 0.01% | 102,956 | -309 | -0.3% | -$3,346 | 减仓 |
| EPR | Epr Properties | $111.45万 | 0.01% | 22,307 | -1,256 | -5.3% | -$6.27万 | 减仓 |
| OSIS | Osi Systems Inc | $111.43万 | 0.01% | 4,197 | -128 | -3.0% | -$3.40万 | 减仓 |
| SOLV | Solventum Corp | $111.29万 | 0.01% | 17,043 | -132 | -0.8% | -$8,620 | 减仓 |