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 |
|---|---|---|---|---|---|---|---|---|
| HTH | Hilltop Holdings | $42.80万 | 0.00% | 11,037 | -217 | -1.9% | -$8,415 | 减仓 |
| KMPR | Kemper Corp | $42.76万 | 0.00% | 15,860 | 161 | 1.0% | $4,341 | 加仓 |
| TALO | Talos Energy Inc | $42.67万 | 0.00% | 33,051 | -363 | -1.1% | -$4,686 | 减仓 |
| — | Axa Sa Sponsored Adr | $42.27万 | 0.00% | 8,432 | -37,805 | -81.8% | -$189.53万 | 减仓 |
| TRIP | Tripadvisor Inc | $42.16万 | 0.00% | 30,753 | 1 | 0.0% | $14 | 加仓 |
| COLM | Columbia Sportswear Co | $41.46万 | 0.00% | 6,706 | -751 | -10.1% | -$4.64万 | 减仓 |
| CRI | Carters Inc | $40.90万 | 0.00% | 9,937 | 93 | 0.9% | $3,828 | 加仓 |
| LKFN | Lakeland Financial Corp | $40.83万 | 0.00% | 6,615 | -123 | -1.8% | -$7,592 | 减仓 |
| TNC | Tennant Co | $40.79万 | 0.00% | 4,660 | -227 | -4.6% | -$1.99万 | 减仓 |
| ANIP | Ani Pharmaceuticals Inc | $40.66万 | 0.00% | 4,912 | 55 | 1.1% | $4,553 | 加仓 |
| GBX | Greenbrier Cos Inc | $40.60万 | 0.00% | 8,285 | -24 | -0.3% | -$1,176 | 减仓 |
| CRWV | Coreweave Inc Cl A | $40.58万 | 0.00% | 4,077 | 4,077 | — | $40.58万 | 新建仓 |
| ZM | Zoom Communications Inc | $40.53万 | 0.00% | 4,696 | -74 | -1.6% | -$6,387 | 减仓 |
| MUFG | Mitsubishi Ufj Finl Group Inc | $40.48万 | 0.00% | 20,352 | -80,318 | -79.8% | -$159.75万 | 减仓 |
| EYE | National Vision Holdings Inc | $40.32万 | 0.00% | 21,211 | 134 | 0.6% | $2,547 | 加仓 |
| PRGO | Perrigo Co Plc | $40.25万 | 0.00% | 38,742 | 621 | 1.6% | $6,452 | 加仓 |
| NSP | Insperity Inc | $40.18万 | 0.00% | 9,726 | 80 | 0.8% | $3,305 | 加仓 |
| BBVA | Banco Bilbao Vizcaya Adr | $39.95万 | 0.00% | 15,940 | -61,768 | -79.5% | -$154.79万 | 减仓 |
| SHAK | Shake Shack Inc Cl A | $39.67万 | 0.00% | 7,082 | 136 | 2.0% | $7,619 | 加仓 |
| HRMY | Harmony Biosciences Holdings I | $39.42万 | 0.00% | 10,827 | 39 | 0.4% | $1,420 | 加仓 |
| NVO | Novo-Nordisk AS ADR | $39.32万 | 0.00% | 8,201 | -30,648 | -78.9% | -$146.93万 | 减仓 |
| REYN | Reynolds Consumer Prods Inc Co | $39.06万 | 0.00% | 14,547 | 36 | 0.2% | $967 | 加仓 |
| NWS | News Corp Cl B | $39.00万 | 0.00% | 13,900 | 112 | 0.8% | $3,143 | 加仓 |
| MBIN | Merchants Bancorp Ind | $38.95万 | 0.00% | 7,791 | -56 | -0.7% | -$2,800 | 减仓 |
| RPRX | Royalty Pharma PLC Class A | $38.91万 | 0.00% | 6,939 | -15 | -0.2% | -$841 | 减仓 |
| FA | First Advantage Corp | $38.44万 | 0.00% | 21,295 | 21,295 | — | $38.44万 | 新建仓 |
| PEB | Pebblebrook Hotel Trust | $38.44万 | 0.00% | 19,802 | 292 | 1.5% | $5,668 | 加仓 |
| ARLO | Arlo Technologies Inc | $38.39万 | 0.00% | 28,476 | 414 | 1.5% | $5,581 | 加仓 |
| STAA | STAAR Surgical Company | $38.24万 | 0.00% | 13,330 | -10 | -0.1% | -$287 | 减仓 |
| PRGS | Progress Software Corp | $37.86万 | 0.00% | 11,276 | -19 | -0.2% | -$638 | 减仓 |
| MLKN | Millerknoll Inc | $37.77万 | 0.00% | 18,461 | 75 | 0.4% | $1,534 | 加仓 |
| BABA | Alibaba Group Holding LTD Sp A | $37.72万 | 0.00% | 3,930 | -16,101 | -80.4% | -$154.54万 | 减仓 |
| TD | Toronto Dominion Bank Ont | $37.46万 | 0.00% | 3,085 | -10,881 | -77.9% | -$132.13万 | 减仓 |
| ASTE | Astec Industries Inc | $37.42万 | 0.00% | 6,115 | -8 | -0.1% | -$490 | 减仓 |
| SHO | Sunstone Hotel Invs Inc New Co | $37.41万 | 0.00% | 32,672 | -86 | -0.3% | -$985 | 减仓 |
| DV | Doubleverify Holdings Inc | $37.37万 | 0.00% | 34,473 | -1,224 | -3.4% | -$1.33万 | 减仓 |
| BL | Blackline, Inc | $37.16万 | 0.00% | 13,240 | -82 | -0.6% | -$2,302 | 减仓 |
| WABC | Westamerica Bancorporation | $36.96万 | 0.00% | 6,299 | -246 | -3.8% | -$1.44万 | 减仓 |
| MSTR | Strategy Inc Cl A New | $36.41万 | 0.00% | 4,188 | 126 | 3.1% | $1.10万 | 加仓 |
| NSSC | Napco Security Technologies, I | $36.33万 | 0.00% | 9,566 | 11 | 0.1% | $418 | 加仓 |
| WWW | Wolverine World Wide Inc | $36.15万 | 0.00% | 21,868 | 85 | 0.4% | $1,405 | 加仓 |
| ROCK | Gibraltar Industries Inc | $35.97万 | 0.00% | 7,976 | -2 | -0.0% | -$90 | 减仓 |
| SUNB | Sunbelt Rentals Holdings Inc | $35.97万 | 0.00% | 4,808 | 4,808 | — | $35.97万 | 新建仓 |
| SBH | Sally Beauty Holdings Inc | $35.90万 | 0.00% | 25,392 | -619 | -2.4% | -$8,753 | 减仓 |
| FCNCA | 1St Ctzns Bancshares Inc N C C | $35.58万 | 0.00% | 171 | -13 | -7.1% | -$2.71万 | 减仓 |
| OLN | Olin Corp | $35.42万 | 0.00% | 17,870 | -1,591 | -8.2% | -$3.15万 | 减仓 |
| QDEL | Quidelortho Corp | $35.38万 | 0.00% | 20,202 | -474 | -2.3% | -$8,302 | 减仓 |
| LNN | Lindsay Corp | $35.06万 | 0.00% | 2,832 | -24 | -0.8% | -$2,971 | 减仓 |
| ENR | Energizer Holdings Inc | $34.95万 | 0.00% | 16,299 | 57 | 0.4% | $1,222 | 加仓 |
| MDB | Mongodb Inc Cl A | $34.93万 | 0.00% | 1,040 | -27 | -2.5% | -$9,069 | 减仓 |
| YELP | Yelp Inc Cl A | $34.87万 | 0.00% | 14,222 | -1,376 | -8.8% | -$3.37万 | 减仓 |
| HEI/A | Heico Corp Cl A | $34.71万 | 0.00% | 1,346 | 1 | 0.1% | $258 | 加仓 |
| — | Two Harbors Inv Corp | $34.49万 | 0.00% | 27,789 | -51 | -0.2% | -$633 | 减仓 |
| LGIH | Lgi Homes Inc | $34.41万 | 0.00% | 5,404 | -26 | -0.5% | -$1,656 | 减仓 |
| GPOR | Gulfport Energy Corp Common Sh | $34.35万 | 0.00% | 2,024 | 2,024 | — | $34.35万 | 新建仓 |
| REX | Rex American Resources Corp | $34.25万 | 0.00% | 7,586 | 51 | 0.7% | $2,303 | 加仓 |
| BKE | Buckle Inc | $34.16万 | 0.00% | 8,095 | 48 | 0.6% | $2,026 | 加仓 |
| LPG | Dorian Lpg Ltd USD | $34.13万 | 0.00% | 9,814 | 33 | 0.3% | $1,148 | 加仓 |
| AESI | New Atlas Holdco Inc New | $34.12万 | 0.00% | 20,539 | 81 | 0.4% | $1,345 | 加仓 |
| ACT | Enact Holdings Inc | $34.10万 | 0.00% | 7,459 | -217 | -2.8% | -$9,919 | 减仓 |
| QSR | Restaurant Brands Intl Inc Com | $34.04万 | 0.00% | 4,694 | -2,941 | -38.5% | -$21.33万 | 减仓 |
| AMN | Amn Healthcare Services Inc | $33.79万 | 0.00% | 10,438 | -144 | -1.4% | -$4,661 | 减仓 |
| GIII | G-Iii Apparel Group LTD | $33.56万 | 0.00% | 9,957 | 49 | 0.5% | $1,652 | 加仓 |
| SLVM | Sylvamo Corp Common Stock | $33.51万 | 0.00% | 8,866 | 18 | 0.2% | $680 | 加仓 |
| XPEL | Xpel, Inc. | $33.46万 | 0.00% | 6,745 | 26 | 0.4% | $1,290 | 加仓 |
| FTAI | Ftai Aviation Ltd | $33.30万 | 0.00% | 1,231 | 21 | 1.7% | $5,681 | 加仓 |
| ZIM | Zim Integrated Shipping Serv | $33.24万 | 0.00% | 12,785 | -1,185 | -8.5% | -$3.08万 | 减仓 |
| WINA | Winmark Corp Com | $33.21万 | 0.00% | 785 | -3 | -0.4% | -$1,269 | 减仓 |
| XHR | Xenia Hotels & Resorts Inc | $33.06万 | 0.00% | 16,239 | -76 | -0.5% | -$1,547 | 减仓 |
| PPC | Pilgrims Pride Corp | $32.92万 | 0.00% | 11,711 | -711 | -5.7% | -$2.00万 | 减仓 |
| EPC | Edgewell Pers Care Co | $32.90万 | 0.00% | 12,250 | -185 | -1.5% | -$4,969 | 减仓 |
| EZPW | Ezcorp Inc Cl A Non Vtg Cl A N | $32.89万 | 0.00% | 9,515 | 106 | 1.1% | $3,664 | 加仓 |
| — | Rolls Royce Holdings Plc Spons | $32.80万 | 0.00% | 17,105 | -59,647 | -77.7% | -$114.36万 | 减仓 |
| IART | Integra Lifesciences Holdings | $32.69万 | 0.00% | 18,204 | 62 | 0.3% | $1,114 | 加仓 |
| HFWA | Heritage Financial Corp Wash | $32.48万 | 0.00% | 10,965 | 146 | 1.3% | $4,325 | 加仓 |
| ENOV | Colfax Corp | $32.34万 | 0.00% | 15,625 | 156 | 1.0% | $3,229 | 加仓 |
| UAA | Under Armour Inc Cl A | $32.34万 | 0.00% | 50,616 | 34 | 0.1% | $217 | 加仓 |
| PZZA | Papa Johns Intl Inc | $32.27万 | 0.00% | 8,777 | 35 | 0.4% | $1,287 | 加仓 |
| IFNNY | Infineon Technologies Ag Spons | $31.99万 | 0.00% | 3,426 | -15,631 | -82.0% | -$145.95万 | 减仓 |
| HOS | Helix Energy Solutions Group I | $31.91万 | 0.00% | 36,506 | 59 | 0.2% | $516 | 加仓 |
| INSP | Inspire Med Systems Inc | $31.88万 | 0.00% | 7,147 | 8 | 0.1% | $357 | 加仓 |
| SCL | Stepan Co | $31.82万 | 0.00% | 5,711 | -26 | -0.5% | -$1,449 | 减仓 |
| TMP | Tompkins Financial Corporation | $31.78万 | 0.00% | 3,362 | 6 | 0.2% | $567 | 加仓 |
| DCH | Dauch Corp Com | $31.77万 | 0.00% | 58,622 | 15,240 | 35.1% | $8.26万 | 加仓 |
| CPNG | Coupang Inc Cl A | $31.50万 | 0.00% | 18,133 | -449 | -2.4% | -$7,799 | 减仓 |
| CRK | Comstock Resources, Inc. | $31.32万 | 0.00% | 20,993 | 95 | 0.5% | $1,417 | 加仓 |
| AAT | American Assets Tr Inc | $31.24万 | 0.00% | 12,651 | 89 | 0.7% | $2,197 | 加仓 |
| — | Societe Generale France Sponso | $31.18万 | 0.00% | 17,623 | -32,509 | -64.8% | -$57.51万 | 减仓 |
| — | Avanos Med Inc | $31.18万 | 0.00% | 12,531 | -167 | -1.3% | -$4,155 | 减仓 |
| PFBC | Preferred Bank Los Angeles Ca | $31.16万 | 0.00% | 2,932 | -100 | -3.3% | -$1.06万 | 减仓 |
| COLL | Collegium Pharmaceutical Inc | $31.09万 | 0.00% | 8,588 | -19 | -0.2% | -$688 | 减仓 |
| PRSU | Pursuit Attractions And Hospit | $30.96万 | 0.00% | 5,532 | -235 | -4.1% | -$1.32万 | 减仓 |
| RDDT | Reddit Inc Cl A | $30.95万 | 0.00% | 1,783 | 50 | 2.9% | $8,679 | 加仓 |
| AOSL | Alpha & Omega Semicon | $30.89万 | 0.00% | 6,526 | 6,526 | — | $30.89万 | 新建仓 |
| AFRM | Affirm Holdings Inc Cl A | $30.79万 | 0.00% | 3,775 | 167 | 4.6% | $1.36万 | 重新持有 |
| GSHD | Goosehead Ins Inc Cl A | $30.76万 | 0.00% | 6,343 | -261 | -4.0% | -$1.27万 | 减仓 |
| INSM | Insmed Inc | $30.48万 | 0.00% | 2,859 | -88 | -3.0% | -$9,383 | 减仓 |
| AHCO | Adapthealth Corp | $30.27万 | 0.00% | 29,048 | 249 | 0.9% | $2,595 | 加仓 |
| PRKS | United Parks & Resorts Inc | $30.19万 | 0.00% | 6,323 | -918 | -12.7% | -$4.38万 | 减仓 |
| CNXC | Concentrix Corp | $30.13万 | 0.00% | 13,449 | -1,131 | -7.8% | -$2.53万 | 减仓 |