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 |
|---|---|---|---|---|---|---|---|---|
| IVZ | Invesco LTD | $130.33万 | 0.01% | 49,388 | -2,018 | -3.9% | -$5.33万 | 减仓 |
| PTC | Ptc Inc | $130.32万 | 0.01% | 11,471 | -238 | -2.0% | -$2.70万 | 减仓 |
| SHC | Sotera Health Company | $130.24万 | 0.01% | 73,377 | 2,990 | 4.2% | $5.31万 | 加仓 |
| OGS | One Gas Inc | $130.21万 | 0.01% | 16,895 | -629 | -3.6% | -$4.85万 | 减仓 |
| CHWY | Chewy Inc Cl A | $129.82万 | 0.01% | 66,064 | -3,789 | -5.4% | -$7.45万 | 减仓 |
| OLLI | Ollies Bargain Outlt Holdings | $129.77万 | 0.01% | 16,879 | -1,125 | -6.2% | -$8.65万 | 减仓 |
| EAT | Brinker Intl Inc | $129.51万 | 0.01% | 7,709 | 4 | 0.1% | $672 | 加仓 |
| BDC | Belden Inc | $129.44万 | 0.01% | 10,795 | -684 | -6.0% | -$8.20万 | 减仓 |
| GDDY | Godaddy Inc Cl A | $129.21万 | 0.01% | 15,223 | 322 | 2.2% | $2.73万 | 加仓 |
| NU | Nu Holdings Ltd Cl A | $128.39万 | 0.01% | 96,099 | 958 | 1.0% | $1.28万 | 加仓 |
| CVCO | Cavco Industries Inc | $128.22万 | 0.01% | 2,087 | 7 | 0.3% | $4,301 | 加仓 |
| VAL | Valaris Limited Cl A | $128.18万 | 0.01% | 17,655 | -1,118 | -6.0% | -$8.12万 | 减仓 |
| RUSHA | Rush Enterprises Inc | $127.74万 | 0.01% | 17,502 | -72 | -0.4% | -$5,255 | 减仓 |
| HSIC | Henry Schein Inc | $127.74万 | 0.01% | 15,294 | 127 | 0.8% | $1.06万 | 加仓 |
| LIVN | Livanova Plc | $127.72万 | 0.01% | 15,532 | -829 | -5.1% | -$6.82万 | 减仓 |
| PATH | Uipath Inc Cl A | $127.29万 | 0.01% | 117,098 | -7,568 | -6.1% | -$8.23万 | 减仓 |
| G | Genpact Limited | $127.12万 | 0.01% | 46,224 | -2,796 | -5.7% | -$7.69万 | 减仓 |
| AES | Aes Corp | $127.09万 | 0.01% | 86,689 | -1,499 | -1.7% | -$2.20万 | 减仓 |
| TKO | Tko Group Holdings Inc Cl A | $127.01万 | 0.01% | 6,309 | -323 | -4.9% | -$6.50万 | 减仓 |
| PCTY | Paylocity Holding Corp | $126.94万 | 0.01% | 12,144 | -744 | -5.8% | -$7.78万 | 减仓 |
| DUOL | Duolingo Inc Cl A | $126.91万 | 0.01% | 11,034 | -633 | -5.4% | -$7.28万 | 减仓 |
| FCN | Fti Consulting Inc | $126.91万 | 0.01% | 8,517 | -672 | -7.3% | -$10.01万 | 减仓 |
| VCYT | Veracyte Inc | $126.83万 | 0.01% | 21,596 | 108 | 0.5% | $6,343 | 加仓 |
| NE | Noble Corp Ord A | $126.65万 | 0.01% | 33,954 | 39 | 0.1% | $1,455 | 加仓 |
| SOLV | Solventum Corp | $126.28万 | 0.01% | 16,368 | -675 | -4.0% | -$5.21万 | 减仓 |
| MGY | Magnolia Oil & Gas Corp Cl A | $126.23万 | 0.01% | 49,349 | 524 | 1.1% | $1.34万 | 加仓 |
| SR | Spire Inc | $126.22万 | 0.01% | 16,164 | -1,077 | -6.2% | -$8.41万 | 减仓 |
| EBC | Eastern Bankshares Inc | $126.17万 | 0.01% | 56,732 | 56,732 | — | $126.17万 | 新建仓 |
| TYL | Tyler Technologies Inc | $125.90万 | 0.01% | 4,305 | -2 | -0.0% | -$585 | 减仓 |
| LAZ | Lazard Inc | $125.82万 | 0.01% | 30,001 | 30,001 | — | $125.82万 | 新建仓 |
| HAS | Hasbro Inc | $125.57万 | 0.01% | 15,204 | 119 | 0.8% | $9,828 | 加仓 |
| AZZ | Azz Inc | $125.09万 | 0.01% | 8,068 | -1 | -0.0% | -$155 | 减仓 |
| TCBI | Texas Capital Bancshares Inc | $125.09万 | 0.01% | 12,114 | -859 | -6.6% | -$8.87万 | 减仓 |
| POWI | Power Integrations Inc | $124.89万 | 0.01% | 14,910 | 120 | 0.8% | $1.01万 | 加仓 |
| LAUR | Laureate Education, Inc A | $124.82万 | 0.01% | 34,366 | -2,069 | -5.7% | -$7.51万 | 减仓 |
| BIO | Bio Rad Laboratories Inc Cl A | $124.61万 | 0.01% | 4,244 | -342 | -7.5% | -$10.04万 | 减仓 |
| MRP | Millrose Properties Inc USD C | $124.05万 | 0.01% | 41,282 | -542 | -1.3% | -$1.63万 | 减仓 |
| JKHY | Henry Jack & Assoc Inc | $124.03万 | 0.01% | 9,005 | -3,466 | -27.8% | -$47.74万 | 减仓 |
| FFIN | First Financial Bankshares | $123.98万 | 0.01% | 35,831 | -2,085 | -5.5% | -$7.21万 | 减仓 |
| SPHR | Sphere Entertainment Co | $123.87万 | 0.01% | 7,159 | 48 | 0.7% | $8,305 | 加仓 |
| CSW | Csw Industrials Inc | $123.76万 | 0.01% | 4,447 | -54 | -1.2% | -$1.50万 | 减仓 |
| VECO | Veeco Instruments Inc | $123.49万 | 0.01% | 16,292 | 187 | 1.2% | $1.42万 | 加仓 |
| REZI | Resideo Technologies Inc | $123.22万 | 0.01% | 39,620 | -550 | -1.4% | -$1.71万 | 减仓 |
| FULT | Fulton Financial Corp Pa | $122.98万 | 0.01% | 50,840 | -2,187 | -4.1% | -$5.29万 | 减仓 |
| FLG | FLAGSTAR FINANCIAL INC | $122.84万 | 0.01% | 82,223 | -4,658 | -5.4% | -$6.96万 | 减仓 |
| RXO | Rxo Inc Common Stock | $122.73万 | 0.01% | 44,484 | 302 | 0.7% | $8,332 | 加仓 |
| NVST | Envista Holdings Corporation | $122.61万 | 0.01% | 46,533 | -2,736 | -5.6% | -$7.21万 | 减仓 |
| CPB | The Campbell's Company | $122.49万 | 0.01% | 55,004 | 27,531 | 100.2% | $61.31万 | 加仓 |
| BSY | Bentley Systems Inc Cl B | $122.34万 | 0.01% | 40,931 | -2,717 | -6.2% | -$8.12万 | 减仓 |
| SAIC | Science Applications Intl Corp | $122.33万 | 0.01% | 11,080 | -1,271 | -10.3% | -$14.03万 | 减仓 |
| EPR | Epr Properties | $122.17万 | 0.01% | 21,061 | -1,246 | -5.6% | -$7.23万 | 减仓 |
| RVTY | Revvity Inc | $122.06万 | 0.01% | 10,971 | 61 | 0.6% | $6,787 | 加仓 |
| LBRT | Liberty Energy Inc | $121.95万 | 0.01% | 46,565 | -1,062 | -2.2% | -$2.78万 | 减仓 |
| DVA | Davita Inc | $121.90万 | 0.01% | 5,479 | -231 | -4.0% | -$5.14万 | 减仓 |
| SKT | Tanger Inc | $121.85万 | 0.01% | 30,871 | -307 | -1.0% | -$1.21万 | 减仓 |
| GAP | Gap Inc | $121.54万 | 0.01% | 65,066 | -4,643 | -6.7% | -$8.67万 | 减仓 |
| THO | Thor Industries Inc | $121.44万 | 0.01% | 16,157 | -999 | -5.8% | -$7.51万 | 减仓 |
| NWE | Northwestern Corp | $120.96万 | 0.01% | 16,889 | -1,057 | -5.9% | -$7.57万 | 减仓 |
| ELF | E L F Beauty Inc | $120.15万 | 0.01% | 16,236 | -1,016 | -5.9% | -$7.52万 | 减仓 |
| CRL | Charles River Laboratories Int | $119.68万 | 0.01% | 5,277 | 43 | 0.8% | $9,752 | 加仓 |
| INGR | Ingredion Inc | $119.46万 | 0.01% | 12,613 | -903 | -6.7% | -$8.55万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $119.45万 | 0.01% | 8,194 | -3,064 | -27.2% | -$44.67万 | 减仓 |
| LDOS | Leidos Holdings Inc | $119.26万 | 0.01% | 11,582 | 167 | 1.5% | $1.72万 | 加仓 |
| CSGP | Costar Group Inc | $119.20万 | 0.01% | 42,090 | -592 | -1.4% | -$1.68万 | 减仓 |
| MHO | M/I Homes Inc | $119.16万 | 0.01% | 7,411 | -97 | -1.3% | -$1.56万 | 减仓 |
| KBH | Kb Home | $118.93万 | 0.01% | 19,001 | -1,149 | -5.7% | -$7.19万 | 减仓 |
| RYAN | Ryan Specialty Holdings Inc Cl | $118.25万 | 0.01% | 31,315 | -1,887 | -5.7% | -$7.13万 | 减仓 |
| OPLN | Openlane Inc | $118.23万 | 0.01% | 28,669 | 63 | 0.2% | $2,598 | 加仓 |
| RDNT | Radnet Inc | $117.83万 | 0.01% | 19,107 | -96 | -0.5% | -$5,920 | 减仓 |
| MAT | Mattel Inc | $117.57万 | 0.01% | 84,706 | -10,455 | -11.0% | -$14.51万 | 减仓 |
| CRC | California Resources Corp Stoc | $117.56万 | 0.01% | 22,236 | -530 | -2.3% | -$2.80万 | 减仓 |
| SXI | Standex Intl Corp | $117.24万 | 0.01% | 3,278 | 15 | 0.5% | $5,365 | 加仓 |
| MDU | Mdu Resources Group Inc | $117.18万 | 0.01% | 55,248 | -1,367 | -2.4% | -$2.90万 | 减仓 |
| MIR | Mirion Technologies Inc Cl A | $117.01万 | 0.01% | 65,261 | -635 | -1.0% | -$1.14万 | 减仓 |
| EPAM | Epam Systems Inc | $116.60万 | 0.01% | 14,694 | 8,331 | 130.9% | $66.11万 | 加仓 |
| SFBS | Servisfirst Bancshares Inc | $116.58万 | 0.01% | 13,439 | 15 | 0.1% | $1,301 | 加仓 |
| BMI | Badger Meter Inc | $116.52万 | 0.01% | 7,853 | -116 | -1.5% | -$1.72万 | 减仓 |
| FOXA | Fox Corp Cl A | $115.32万 | 0.01% | 22,108 | -1,238 | -5.3% | -$6.46万 | 减仓 |
| AAP | Advance Auto Parts Inc | $115.29万 | 0.01% | 18,529 | -339 | -1.8% | -$2.11万 | 减仓 |
| CVSA | COVISTA INC | $114.95万 | 0.01% | 9,221 | -107 | -1.1% | -$1.33万 | 减仓 |
| KTB | Kontoor Brands Inc | $114.70万 | 0.01% | 13,763 | 27 | 0.2% | $2,250 | 加仓 |
| PLNT | Planet Fitness Inc Cl A | $114.52万 | 0.01% | 21,951 | -2,393 | -9.8% | -$12.48万 | 减仓 |
| LIF | Life360 Inc | $113.93万 | 0.01% | 20,580 | 292 | 1.4% | $1.62万 | 加仓 |
| DBX | Dropbox Inc Cl A | $113.62万 | 0.01% | 41,360 | -9,652 | -18.9% | -$26.51万 | 减仓 |
| EXTR | Extreme Networks Inc | $113.40万 | 0.01% | 35,031 | -502 | -1.4% | -$1.62万 | 减仓 |
| UCB | United Community Banks Blairsv | $113.21万 | 0.01% | 32,263 | -23 | -0.1% | -$807 | 减仓 |
| VNT | Vontier Corporation Com | $113.15万 | 0.01% | 39,018 | -2,452 | -5.9% | -$7.11万 | 减仓 |
| CDP | Copt Defense Properties | $113.01万 | 0.01% | 31,056 | -1,947 | -5.9% | -$7.09万 | 减仓 |
| PDD | PDD HOLDINGS INC | $113.00万 | 0.01% | 14,814 | -3,687 | -19.9% | -$28.12万 | 减仓 |
| TECH | Bio Techne Corp | $112.99万 | 0.01% | 15,993 | 839 | 5.5% | $5.93万 | 加仓 |
| IBOC | International Bancshares Corp | $112.69万 | 0.01% | 14,838 | -876 | -5.6% | -$6.65万 | 减仓 |
| MMSI | Merit Med Systems Inc | $112.47万 | 0.01% | 16,220 | -42 | -0.3% | -$2,912 | 减仓 |
| ATMU | Atmus Filtration Technologies | $112.45万 | 0.01% | 22,054 | 22,054 | — | $112.45万 | 新建仓 |
| ANF | Abercrombie & Fitch Co Cl A | $112.14万 | 0.01% | 12,459 | -1,101 | -8.1% | -$9.91万 | 减仓 |
| SLGN | Silgan Holdings Inc | $111.86万 | 0.01% | 24,112 | -1,435 | -5.6% | -$6.66万 | 减仓 |
| ABG | Asbury Automotive Group Inc | $111.52万 | 0.01% | 5,546 | -169 | -3.0% | -$3.40万 | 减仓 |
| KRC | Kilroy Realty Corp | $111.51万 | 0.01% | 29,761 | -2,061 | -6.5% | -$7.72万 | 减仓 |
| CATY | Cathay Gen Bancorp | $111.11万 | 0.01% | 17,924 | -37 | -0.2% | -$2,294 | 减仓 |
| FELE | Franklin Electric Inc | $110.75万 | 0.01% | 10,332 | -3 | -0.0% | -$322 | 减仓 |
| EXLS | Exlservice Holdings Inc | $110.70万 | 0.01% | 42,808 | -3,647 | -7.9% | -$9.43万 | 减仓 |