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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | Snowflake Inc Cl A | $110.68万 | 0.01% | 4,349 | -9 | -0.2% | -$2,290 | 减仓 |
| PII | Polaris Inc | $110.61万 | 0.01% | 16,162 | -1,271 | -7.3% | -$8.70万 | 减仓 |
| CWEN | Clearway Energy Inc Cl C | $110.46万 | 0.01% | 32,316 | 9,695 | 42.9% | $33.14万 | 加仓 |
| HCC | Warrior Met Coal Inc | $110.44万 | 0.01% | 13,608 | -31 | -0.2% | -$2,516 | 减仓 |
| CZR | Caesars Entertainment Inc | $109.42万 | 0.01% | 36,257 | -35 | -0.1% | -$1,056 | 减仓 |
| MWA | Mueller Wtr Prods Inc Com Ser | $109.26万 | 0.01% | 42,301 | -285 | -0.7% | -$7,362 | 减仓 |
| INDB | Independent Bank Corp Ma | $108.91万 | 0.01% | 13,009 | -202 | -1.5% | -$1.69万 | 减仓 |
| BCO | Brinks Co | $108.84万 | 0.01% | 11,519 | -755 | -6.2% | -$7.13万 | 减仓 |
| PVH | Pvh Corp | $108.74万 | 0.01% | 14,643 | -912 | -5.9% | -$6.77万 | 减仓 |
| IRT | Independence Realty Trust Inc | $108.56万 | 0.01% | 65,042 | -4,199 | -6.1% | -$7.01万 | 减仓 |
| MKTX | Marketaxess Holdings Inc | $108.46万 | 0.01% | 9,557 | -559 | -5.5% | -$6.34万 | 减仓 |
| NCLH | Norwegian Cruise Line Holding | $108.36万 | 0.01% | 51,330 | 3,299 | 6.9% | $6.96万 | 加仓 |
| KBR | Kbr Inc | $108.20万 | 0.01% | 31,334 | -2,172 | -6.5% | -$7.50万 | 减仓 |
| TXT | Textron Inc | $107.95万 | 0.01% | 11,768 | -468 | -3.8% | -$4.29万 | 减仓 |
| FBP | First Bancorp Pr | $107.93万 | 0.01% | 41,399 | -275 | -0.7% | -$7,169 | 减仓 |
| OII | Oceaneering Intl Inc | $107.87万 | 0.01% | 26,621 | 33 | 0.1% | $1,337 | 加仓 |
| WSFS | WSFS Financial Corp | $107.74万 | 0.01% | 14,042 | -370 | -2.6% | -$2.84万 | 减仓 |
| SKYW | Skywest Inc | $107.56万 | 0.01% | 10,829 | 13 | 0.1% | $1,291 | 加仓 |
| CE | Celanese Corp | $106.66万 | 0.01% | 23,187 | -100 | -0.4% | -$4,600 | 减仓 |
| ALHC | Alignment Healthcare Inc | $106.53万 | 0.01% | 44,743 | 44,743 | — | $106.53万 | 新建仓 |
| NSIT | Insight Enterprises Inc | $106.42万 | 0.01% | 8,737 | -135 | -1.5% | -$1.64万 | 减仓 |
| SPCX | Space Exploration Technology C | $106.27万 | 0.01% | 6,220 | 6,220 | — | $106.27万 | 新建仓 |
| GNW | Genworth Financial Inc Cl A | $105.93万 | 0.01% | 111,857 | -5,148 | -4.4% | -$4.88万 | 减仓 |
| APPF | Appfolio Inc Class A | $105.81万 | 0.01% | 6,599 | -492 | -6.9% | -$7.89万 | 减仓 |
| GHC | Graham Holdings Co | $105.81万 | 0.01% | 927 | -68 | -6.8% | -$7.76万 | 减仓 |
| BNL | Broadstone Net Lease Inc Usd0. | $105.74万 | 0.01% | 51,156 | 51,156 | — | $105.74万 | 新建仓 |
| FHI | Federated Hermes Inc Cl B | $105.60万 | 0.01% | 19,123 | -1,567 | -7.6% | -$8.65万 | 减仓 |
| RNST | Renasant Corp | $105.57万 | 0.01% | 24,816 | -441 | -1.7% | -$1.88万 | 减仓 |
| MOS | Mosaic Co | $105.39万 | 0.01% | 49,734 | 4,036 | 8.8% | $8.55万 | 加仓 |
| GEO | The Geo Group Inc | $105.31万 | 0.01% | 35,638 | -1,152 | -3.1% | -$3.40万 | 减仓 |
| NET | Cloudflare Inc Cl A | $105.27万 | 0.01% | 4,292 | -13 | -0.3% | -$3,189 | 减仓 |
| BE | Bloom Energy Corp Cl A | $105.10万 | 0.01% | 3,472 | 634 | 22.3% | $19.19万 | 加仓 |
| IT | Gartner Inc | $104.95万 | 0.01% | 8,097 | -91 | -1.1% | -$1.18万 | 减仓 |
| WMG | Warner Music Group Corp Cl A | $104.73万 | 0.01% | 38,687 | -2,533 | -6.1% | -$6.86万 | 减仓 |
| ADT | Adt Inc | $104.68万 | 0.01% | 161,040 | 16,934 | 11.8% | $11.01万 | 加仓 |
| BGC | BGC Group Inc Cl A | $104.66万 | 0.01% | 97,904 | 615 | 0.6% | $6,574 | 加仓 |
| DPZ | Dominos Pizza Inc | $104.50万 | 0.01% | 3,530 | 168 | 5.0% | $4.97万 | 加仓 |
| TDS | Telephone & Data Systems Inc | $104.47万 | 0.01% | 28,228 | -760 | -2.6% | -$2.81万 | 减仓 |
| OLED | Universal Display Corp | $104.35万 | 0.01% | 12,051 | -868 | -6.7% | -$7.52万 | 减仓 |
| LOPE | Grand Canyon Ed Inc | $104.34万 | 0.01% | 7,291 | -818 | -10.1% | -$11.71万 | 减仓 |
| YETI | Yeti Holdings Inc | $104.30万 | 0.01% | 21,046 | -1,731 | -7.6% | -$8.58万 | 减仓 |
| VCTR | Victory Cap Holdings Inc Cl A | $104.17万 | 0.01% | 12,392 | -276 | -2.2% | -$2.32万 | 减仓 |
| CNR | Core Natural Resources Inc | $104.11万 | 0.01% | 13,011 | -269 | -2.0% | -$2.15万 | 减仓 |
| POST | Post Holdings Inc | $104.07万 | 0.01% | 11,791 | -1,431 | -10.8% | -$12.63万 | 减仓 |
| UNF | Unifirst Corp Ma | $104.04万 | 0.01% | 3,934 | 10 | 0.3% | $2,645 | 加仓 |
| DAVE | Dave Inc Class A | $103.69万 | 0.01% | 2,783 | 2,783 | — | $103.69万 | 新建仓 |
| GPI | Group 1 Automotive Inc | $103.54万 | 0.01% | 3,556 | -23 | -0.6% | -$6,697 | 减仓 |
| ITRI | Itron Inc | $103.49万 | 0.01% | 11,960 | -402 | -3.3% | -$3.48万 | 减仓 |
| PI | Impinj Inc | $103.48万 | 0.01% | 7,225 | 33 | 0.5% | $4,727 | 加仓 |
| BRC | Brady Corp Cl A | $103.44万 | 0.01% | 11,296 | -21 | -0.2% | -$1,923 | 减仓 |
| ICHR | Ichor Holdings | $103.24万 | 0.01% | 9,195 | 93 | 1.0% | $1.04万 | 加仓 |
| LNG | Cheniere Energy Inc | $102.73万 | 0.01% | 4,298 | -133 | -3.0% | -$3.18万 | 减仓 |
| GFF | Griffon Corp | $102.07万 | 0.01% | 10,465 | -86 | -0.8% | -$8,388 | 减仓 |
| PJT | Pjt Partners Inc Com Cl A Com | $101.22万 | 0.01% | 6,706 | 238 | 3.7% | $3.59万 | 加仓 |
| RELY | Remitly Global Inc | $100.96万 | 0.01% | 45,050 | 45,050 | — | $100.96万 | 新建仓 |
| CALM | Cal Maine Foods Inc | $100.86万 | 0.01% | 12,520 | -20 | -0.2% | -$1,611 | 减仓 |
| BFAM | Bright Horizons Family Solutio | $100.79万 | 0.01% | 14,220 | 14,220 | — | $100.79万 | 新建仓 |
| SIG | Signet Jewelers Limited | $100.63万 | 0.01% | 11,674 | -308 | -2.6% | -$2.65万 | 减仓 |
| OTTR | Otter Tail Corp | $100.44万 | 0.01% | 11,162 | 27 | 0.2% | $2,429 | 加仓 |
| NWSA | News Corp Cl A | $100.41万 | 0.01% | 40,440 | -1,674 | -4.0% | -$4.16万 | 减仓 |
| DORM | Dorman Products Inc | $100.39万 | 0.01% | 7,357 | -75 | -1.0% | -$1.02万 | 减仓 |
| KAI | Kadant Inc Com | $100.30万 | 0.01% | 3,192 | 16 | 0.5% | $5,028 | 加仓 |
| CLSK | Cleanspark Inc | $99.81万 | 0.01% | 68,599 | -425 | -0.6% | -$6,184 | 减仓 |
| — | Ishares Msci Kuwait Etf | $99.73万 | 0.01% | 27,352 | -7,000 | -20.4% | -$25.52万 | 减仓 |
| APLE | Apple Hospitality Reit Inc Com | $99.48万 | 0.01% | 59,177 | 283 | 0.5% | $4,757 | 加仓 |
| SLG | SL Green Realty Corp | $99.16万 | 0.01% | 19,154 | 140 | 0.7% | $7,248 | 加仓 |
| BHF | Brighthouse Financial Inc | $99.15万 | 0.01% | 15,663 | -942 | -5.7% | -$5.96万 | 减仓 |
| BOX | Box Inc Class A | $99.12万 | 0.01% | 37,347 | -999 | -2.6% | -$2.65万 | 减仓 |
| HAE | Haemonetics Corp | $99.02万 | 0.01% | 13,203 | -832 | -5.9% | -$6.24万 | 减仓 |
| ICUI | Icu Medical Inc | $98.87万 | 0.01% | 6,744 | 52 | 0.8% | $7,623 | 加仓 |
| URBN | Urban Outfitters Inc | $98.86万 | 0.01% | 13,951 | -585 | -4.0% | -$4.15万 | 减仓 |
| NHI | National Health Invs Inc Com | $98.68万 | 0.01% | 12,940 | 12,940 | — | $98.68万 | 新建仓 |
| — | Catalyst Pharmaceuticals, Inc. | $98.60万 | 0.01% | 31,371 | -48 | -0.2% | -$1,509 | 减仓 |
| PAG | Penske Automotive Group Inc Co | $98.46万 | 0.01% | 5,502 | -300 | -5.2% | -$5.37万 | 减仓 |
| ALAB | Astera Laboratories Inc | $98.29万 | 0.01% | 2,035 | 295 | 17.0% | $14.25万 | 重新持有 |
| CVBF | Cvb Financial Corp | $97.61万 | 0.01% | 43,284 | 9,228 | 27.1% | $20.81万 | 加仓 |
| LRN | Stride Inc Com | $97.09万 | 0.01% | 11,258 | -69 | -0.6% | -$5,951 | 减仓 |
| WSBC | Wesbanco Inc | $97.06万 | 0.01% | 24,867 | 24,867 | — | $97.06万 | 新建仓 |
| ADEA | Adeia Inc | $96.61万 | 0.01% | 29,337 | 136 | 0.5% | $4,478 | 加仓 |
| CON | Concentra Group Holdings Paren | $96.39万 | 0.01% | 32,399 | 115 | 0.4% | $3,421 | 加仓 |
| FHB | First Hawaiian Inc | $96.09万 | 0.01% | 32,796 | -138 | -0.4% | -$4,043 | 减仓 |
| RHI | Robert Half Inc | $95.51万 | 0.01% | 31,110 | 152 | 0.5% | $4,666 | 加仓 |
| CACC | Credit Accep Corp Mich | $95.13万 | 0.01% | 1,494 | 1,494 | — | $95.13万 | 新建仓 |
| MORN | Morningstar Inc Com Stk | $94.97万 | 0.01% | 6,087 | -650 | -9.6% | -$10.14万 | 减仓 |
| FERG | Ferguson PLC Common Stock New | $94.84万 | 0.01% | 3,996 | -210 | -5.0% | -$4.98万 | 减仓 |
| GPK | Graphic Packaging Hldg Co Com | $94.77万 | 0.01% | 89,658 | -3,327 | -3.6% | -$3.52万 | 减仓 |
| BKU | BankUnited Inc | $94.62万 | 0.01% | 19,530 | -323 | -1.6% | -$1.56万 | 减仓 |
| CBU | Community Finl Sys Inc | $94.58万 | 0.01% | 14,091 | 19 | 0.1% | $1,275 | 加仓 |
| OPCH | Option Care Health Inc New | $94.38万 | 0.01% | 45,009 | -2,894 | -6.0% | -$6.07万 | 减仓 |
| WHD | Cactus Inc Cl A | $94.32万 | 0.01% | 18,412 | 76 | 0.4% | $3,893 | 加仓 |
| HP | Helmerich & Payne Inc | $94.28万 | 0.01% | 28,798 | -1,102 | -3.7% | -$3.61万 | 减仓 |
| UNFI | United Natural Foods Inc | $94.20万 | 0.01% | 20,627 | -695 | -3.3% | -$3.17万 | 减仓 |
| PENG | Penguin Solutions Inc | $94.17万 | 0.01% | 12,389 | -379 | -3.0% | -$2.88万 | 减仓 |
| KN | Knowles Corp | $94.09万 | 0.01% | 22,684 | 63 | 0.3% | $2,613 | 加仓 |
| BHE | Benchmark Electronics Inc | $94.08万 | 0.01% | 9,535 | 49 | 0.5% | $4,835 | 加仓 |
| KFY | Korn Ferry | $93.69万 | 0.01% | 14,072 | -41 | -0.3% | -$2,730 | 减仓 |
| HAYW | Hayward Holdings Inc | $93.61万 | 0.01% | 54,080 | 297 | 0.6% | $5,141 | 加仓 |
| FFBC | First Financial Bancorp Oh | $93.56万 | 0.01% | 27,656 | -46 | -0.2% | -$1,556 | 减仓 |
| AVNT | Avient Corporation Com | $93.19万 | 0.01% | 25,214 | -1,465 | -5.5% | -$5.41万 | 减仓 |
| CHEF | Chefs Warehouse Inc | $92.97万 | 0.01% | 9,674 | 56 | 0.6% | $5,382 | 加仓 |