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 |
|---|---|---|---|---|---|---|---|---|
| PTEN | Patterson Uti Energy Inc | $92.49万 | 0.01% | 100,756 | -2,200 | -2.1% | -$2.02万 | 减仓 |
| OGN | Organon & Co | $92.09万 | 0.01% | 68,013 | 260 | 0.4% | $3,520 | 加仓 |
| CC | Chemours Co | $92.07万 | 0.01% | 44,869 | -1,358 | -2.9% | -$2.79万 | 减仓 |
| COHU | Cohu Inc | $92.06万 | 0.01% | 12,456 | 48 | 0.4% | $3,548 | 加仓 |
| OSIS | Osi Systems Inc | $90.65万 | 0.01% | 4,145 | -52 | -1.2% | -$1.14万 | 减仓 |
| ASH | Ashland Inc | $90.14万 | 0.01% | 13,680 | -829 | -5.7% | -$5.46万 | 减仓 |
| AGO | Assured Guaranty Ltd | $89.94万 | 0.01% | 11,220 | -362 | -3.1% | -$2.90万 | 减仓 |
| SEDG | Solaredge Technologies Inc | $89.85万 | 0.01% | 15,375 | 59 | 0.4% | $3,448 | 加仓 |
| PLMR | Palomar Holdings Inc | $89.67万 | 0.01% | 7,095 | 28 | 0.4% | $3,539 | 加仓 |
| AVA | Avista Corp | $89.55万 | 0.01% | 21,889 | 212 | 1.0% | $8,673 | 加仓 |
| LVS | Las Vegas Sands Corp | $89.45万 | 0.01% | 19,366 | -264 | -1.3% | -$1.22万 | 减仓 |
| CWK | Cushman And Wakefield Ltd Comm | $89.35万 | 0.01% | 66,732 | 26 | 0.0% | $348 | 加仓 |
| HIW | Highwood Properties Inc | $88.91万 | 0.01% | 29,480 | 83 | 0.3% | $2,503 | 加仓 |
| UHS | Universal Health Services Inc | $88.66万 | 0.01% | 5,963 | 475 | 8.7% | $7.06万 | 加仓 |
| HLNE | Hamilton Lane Inc Cl A Cl A | $88.45万 | 0.01% | 11,220 | -689 | -5.8% | -$5.43万 | 减仓 |
| DAN | Dana Incorporated | $88.44万 | 0.01% | 32,504 | -1,692 | -4.9% | -$4.60万 | 减仓 |
| DLB | Dolby Laboratories Inc Cl A | $88.01万 | 0.01% | 16,738 | -1,044 | -5.9% | -$5.49万 | 减仓 |
| FIBK | First Interstate Bancsys/Mt | $87.74万 | 0.01% | 22,754 | -811 | -3.4% | -$3.13万 | 减仓 |
| GOLF | Acushnet Hldgs Corp Com | $87.66万 | 0.01% | 7,396 | 35 | 0.5% | $4,149 | 加仓 |
| WDFC | Wd-40 Co | $87.66万 | 0.01% | 3,598 | -8 | -0.2% | -$1,949 | 减仓 |
| BCC | Boise Cascade Co | $87.64万 | 0.01% | 11,290 | -377 | -3.2% | -$2.93万 | 减仓 |
| BILL | Bill Holdings Inc | $87.63万 | 0.01% | 24,234 | -1,435 | -5.6% | -$5.19万 | 减仓 |
| SFNC | Simmons 1St Natl Corp Cl A $1 | $87.61万 | 0.01% | 38,682 | 146 | 0.4% | $3,307 | 加仓 |
| CNK | Cinemark Holdings Inc | $87.47万 | 0.01% | 27,566 | 13 | 0.0% | $412 | 加仓 |
| — | National Storage Affiliates | $87.09万 | 0.01% | 19,585 | -1,174 | -5.7% | -$5.22万 | 减仓 |
| ITGR | Integer Holdings Corp | $87.09万 | 0.01% | 9,319 | -202 | -2.1% | -$1.89万 | 减仓 |
| ACAD | Acadia Pharmaceuticals | $86.69万 | 0.01% | 34,265 | 231 | 0.7% | $5,844 | 加仓 |
| ARCB | Arcbest Corp | $86.66万 | 0.01% | 6,037 | -32 | -0.5% | -$4,593 | 减仓 |
| TTD | The Trade Desk Inc Cl A | $86.59万 | 0.01% | 47,891 | 1,125 | 2.4% | $2.03万 | 加仓 |
| TDC | Teradata Corp | $86.59万 | 0.01% | 24,989 | 81 | 0.3% | $2,807 | 加仓 |
| HGV | Hilton Grande Vacations | $86.52万 | 0.01% | 16,520 | -967 | -5.5% | -$5.06万 | 减仓 |
| BOH | Bank Hawaii Corp | $86.45万 | 0.01% | 10,609 | 3 | 0.0% | $244 | 加仓 |
| — | Vanguard Mid Cap Value Index | $85.94万 | 0.01% | 8,395 | -2,069 | -19.8% | -$21.18万 | 减仓 |
| SBCF | Seacoast Banking Corp Fl | $85.93万 | 0.01% | 25,845 | 23 | 0.1% | $765 | 加仓 |
| AWR | American States Water Co | $85.89万 | 0.01% | 10,394 | 70 | 0.7% | $5,784 | 加仓 |
| NIC | Nicolet Bankshares Inc | $85.77万 | 0.01% | 5,186 | 5,186 | — | $85.77万 | 新建仓 |
| NATL | NCR Atleos Corporation | $85.71万 | 0.01% | 19,745 | 44 | 0.2% | $1,910 | 加仓 |
| CELH | Celsius Holdings Inc New | $85.44万 | 0.01% | 29,179 | -2,377 | -7.5% | -$6.96万 | 减仓 |
| — | Lxp Industrial Trust | $85.30万 | 0.01% | 15,832 | 23 | 0.1% | $1,239 | 加仓 |
| VGNT | Versigent PLC Ordinary Shares | $85.27万 | 0.01% | 20,297 | 20,297 | — | $85.27万 | 新建仓 |
| CAR | Avis Budget Group Inc | $85.08万 | 0.01% | 5,755 | -434 | -7.0% | -$6.42万 | 减仓 |
| RUN | Sunrun Inc | $84.90万 | 0.01% | 63,453 | 922 | 1.5% | $1.23万 | 加仓 |
| FUL | Fuller H B Co | $84.89万 | 0.01% | 14,563 | 71 | 0.5% | $4,139 | 加仓 |
| — | Ishares Msci Qatar Etf | $84.46万 | 0.01% | 46,924 | -9,635 | -17.0% | -$17.34万 | 减仓 |
| CHDN | Churchill Downs Inc | $84.17万 | 0.01% | 9,390 | -968 | -9.3% | -$8.68万 | 减仓 |
| KALU | Kaiser Aluminum Corp | $84.04万 | 0.01% | 4,296 | 40 | 0.9% | $7,825 | 加仓 |
| MMS | Maximus Inc | $83.92万 | 0.01% | 15,610 | -1,445 | -8.5% | -$7.77万 | 减仓 |
| NMIH | Nmi Holdings Inc Cl A | $83.48万 | 0.01% | 20,316 | -86 | -0.4% | -$3,534 | 减仓 |
| SMG | Scotts Miracle-Gro Co Cl A | $83.33万 | 0.01% | 12,235 | -773 | -5.9% | -$5.26万 | 减仓 |
| INSW | International Seaways Inc | $83.21万 | 0.01% | 10,864 | 69 | 0.6% | $5,285 | 加仓 |
| TDW | Tidewater Inc | $82.59万 | 0.01% | 12,396 | 63 | 0.5% | $4,198 | 加仓 |
| PFS | Provident Financial Services I | $82.36万 | 0.01% | 34,840 | 72 | 0.2% | $1,702 | 加仓 |
| SHOO | Madden Steven LTD | $82.29万 | 0.01% | 19,546 | 107 | 0.6% | $4,505 | 加仓 |
| IPGP | Ipg Photonics Corp | $82.25万 | 0.01% | 7,011 | -349 | -4.7% | -$4.09万 | 减仓 |
| PHIN | Phinia Inc Common Stock | $82.16万 | 0.01% | 9,974 | -194 | -1.9% | -$1.60万 | 减仓 |
| CXW | Corecivic Inc | $81.79万 | 0.01% | 26,921 | -294 | -1.1% | -$8,932 | 减仓 |
| PRVA | Privia Health Group Inc | $81.78万 | 0.01% | 31,782 | 373 | 1.2% | $9,597 | 加仓 |
| STEP | Stepstone Group Inc Cl A | $81.61万 | 0.01% | 19,731 | 59 | 0.3% | $2,440 | 加仓 |
| MGM | Mgm Resorts International | $81.55万 | 0.01% | 17,057 | -698 | -3.9% | -$3.34万 | 减仓 |
| WRBY | Warby Parker Inc Cl A | $81.52万 | 0.01% | 26,868 | 26,868 | — | $81.52万 | 新建仓 |
| NWL | Newell Brands Inc | $81.28万 | 0.01% | 132,384 | 1,148 | 0.9% | $7,049 | 加仓 |
| BTU | Peabody Energy Corp | $80.64万 | 0.01% | 34,877 | -1,380 | -3.8% | -$3.19万 | 减仓 |
| MGEE | Mge Energy Inc Com | $80.62万 | 0.01% | 9,887 | 138 | 1.4% | $1.13万 | 加仓 |
| QTWO | Q2 Holdings Inc | $80.47万 | 0.01% | 16,729 | 72 | 0.4% | $3,463 | 加仓 |
| EXPO | Exponent Inc | $80.44万 | 0.01% | 13,689 | -1,024 | -7.0% | -$6.02万 | 减仓 |
| PATK | Patrick Industries Inc | $79.85万 | 0.01% | 8,894 | 4 | 0.0% | $359 | 加仓 |
| WHR | Whirlpool Corp | $79.71万 | 0.01% | 20,221 | -889 | -4.2% | -$3.50万 | 减仓 |
| AEO | American Eagle Outfitters Inc | $79.52万 | 0.01% | 46,234 | -948 | -2.0% | -$1.63万 | 减仓 |
| NTCT | Netscout Systems Inc | $79.50万 | 0.01% | 18,256 | -3 | -0.0% | -$131 | 减仓 |
| HWKN | Hawkins Inc | $79.38万 | 0.01% | 5,586 | 24 | 0.4% | $3,410 | 加仓 |
| PRK | Park Natl Corp | $79.07万 | 0.01% | 4,321 | 27 | 0.6% | $4,941 | 加仓 |
| HUBG | Hub Group Inc Cl A | $78.98万 | 0.01% | 18,035 | -129 | -0.7% | -$5,649 | 减仓 |
| DOCS | Doximity Inc Cl A | $78.89万 | 0.01% | 38,039 | -2,552 | -6.3% | -$5.29万 | 减仓 |
| CURB | Curbline Properties Corp | $78.86万 | 0.01% | 25,941 | 33 | 0.1% | $1,003 | 加仓 |
| FOUR | Shift4 Payments, Inc. Class A | $78.80万 | 0.01% | 16,201 | -3,394 | -17.3% | -$16.51万 | 减仓 |
| HOG | Harley-Davidson Inc | $78.55万 | 0.01% | 32,113 | -5,218 | -14.0% | -$12.76万 | 减仓 |
| EIDO | Ishares Msci Indonia Etf | $78.10万 | 0.01% | 69,053 | -34,750 | -33.5% | -$39.30万 | 减仓 |
| RNG | Ringcentral Inc Cl A | $78.07万 | 0.01% | 20,029 | -494 | -2.4% | -$1.93万 | 减仓 |
| COCO | Vita Coco Co Inc | $78.04万 | 0.01% | 11,799 | -151 | -1.3% | -$9,987 | 减仓 |
| AMTM | Amentum Holdings Inc | $78.02万 | 0.01% | 37,746 | -106 | -0.3% | -$2,191 | 减仓 |
| SEZL | Sezzle Inc | $77.85万 | 0.01% | 4,536 | 33 | 0.7% | $5,664 | 加仓 |
| DBD | Diebold Nixdorf Inc | $77.78万 | 0.01% | 9,149 | 9,149 | — | $77.78万 | 新建仓 |
| PPLI | People Inc Com New | $77.78万 | 0.01% | 16,849 | -559 | -3.2% | -$2.58万 | 减仓 |
| CPK | Chesapeake Utilities Corp | $77.75万 | 0.01% | 6,348 | 42 | 0.7% | $5,144 | 加仓 |
| ABM | ABM Industries Inc | $77.54万 | 0.01% | 17,528 | -43 | -0.2% | -$1,902 | 减仓 |
| CWT | California Wtr Svc Group | $77.46万 | 0.01% | 15,922 | 41 | 0.3% | $1,995 | 加仓 |
| FRPT | Freshpet Inc | $77.34万 | 0.01% | 13,082 | 79 | 0.6% | $4,670 | 加仓 |
| UE | Urban Edge Properties | $77.17万 | 0.01% | 33,726 | 87 | 0.3% | $1,991 | 加仓 |
| OSW | Onespaworld Holdings Limited | $77.05万 | 0.01% | 27,283 | -129 | -0.5% | -$3,643 | 减仓 |
| KD | Kyndryl Hldgs Inc | $76.99万 | 0.01% | 68,072 | -3,337 | -4.7% | -$3.77万 | 减仓 |
| VAC | Marriott Vactins Worldwide Cor | $76.35万 | 0.01% | 7,494 | -24 | -0.3% | -$2,445 | 减仓 |
| WAFD | Washington Fed Inc | $76.20万 | 0.01% | 19,859 | -540 | -2.6% | -$2.07万 | 减仓 |
| HNI | Hni Corp | $75.77万 | 0.01% | 18,750 | 118 | 0.6% | $4,768 | 加仓 |
| PARR | Par Pacific Holdings Inc | $75.57万 | 0.01% | 13,475 | 83 | 0.6% | $4,655 | 加仓 |
| MCY | Mercury General Corp | $75.56万 | 0.01% | 7,087 | 36 | 0.5% | $3,838 | 加仓 |
| NVS | Novartis Ag Sponsored ADR | $75.40万 | 0.01% | 4,811 | -15,123 | -75.9% | -$237.01万 | 减仓 |
| RSI | Rush Street Interactive Inc | $75.25万 | 0.01% | 25,303 | 25,303 | — | $75.25万 | 新建仓 |
| DGII | Digi Intl Inc | $75.20万 | 0.01% | 10,034 | 115 | 1.2% | $8,619 | 加仓 |
| PEGA | Pegasystems Inc Com | $75.08万 | 0.01% | 25,051 | -1,647 | -6.2% | -$4.94万 | 减仓 |
| KSS | Kohls Corp | $75.07万 | 0.01% | 42,366 | -4,106 | -8.8% | -$7.28万 | 减仓 |