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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | Sofi Technologies Inc | $30.10万 | 0.00% | 16,786 | 691 | 4.3% | $1.24万 | 加仓 |
| SAH | Sonic Automotive Inc Cl A | $29.98万 | 0.00% | 3,536 | -452 | -11.3% | -$3.83万 | 减仓 |
| VYX | Ncr Voyix Corporation Com | $29.89万 | 0.00% | 36,579 | -272 | -0.7% | -$2,222 | 减仓 |
| — | Biolife Solutions Inc New | $29.87万 | 0.00% | 10,577 | 34 | 0.3% | $960 | 加仓 |
| SMPL | Simply Good Foods Co | $29.78万 | 0.00% | 22,423 | -615 | -2.7% | -$8,167 | 减仓 |
| JJSF | J & J Snack Foods Corp | $29.74万 | 0.00% | 4,049 | -66 | -1.6% | -$4,848 | 减仓 |
| FLUT | Flutter Entertainment Plc | $29.54万 | 0.00% | 2,891 | -3,245 | -52.9% | -$33.16万 | 减仓 |
| UPBD | Upbound Grp In | $29.42万 | 0.00% | 13,866 | 11 | 0.1% | $233 | 加仓 |
| ASTS | AST Spacemobile Inc Cl A | $29.31万 | 0.00% | 3,298 | 751 | 29.5% | $6.67万 | 加仓 |
| SAFT | Safety Insurance Group Inc | $29.19万 | 0.00% | 3,899 | -46 | -1.2% | -$3,444 | 减仓 |
| OMF | Onemain Holdings Inc | $29.18万 | 0.00% | 4,786 | -294 | -5.8% | -$1.79万 | 减仓 |
| — | Zurich Ins Group Ltd Sponsored | $29.15万 | 0.00% | 7,857 | -32,089 | -80.3% | -$119.06万 | 减仓 |
| USLM | United Sts Lime & Minerals Inc | $29.14万 | 0.00% | 2,784 | 2,784 | — | $29.14万 | 新建仓 |
| WS | Worthington Stl Inc | $29.06万 | 0.00% | 8,655 | 6 | 0.1% | $201 | 加仓 |
| DEA | Easterly Govt Properties Inc | $29.06万 | 0.00% | 11,658 | 34 | 0.3% | $848 | 加仓 |
| VIR | Vir Biotechnology, Inc. | $28.99万 | 0.00% | 28,453 | 1,305 | 4.8% | $1.33万 | 加仓 |
| EEM | Ishares Msci Emerg Mkt Etf | $28.86万 | 0.00% | 4,218 | -32,041 | -88.4% | -$219.19万 | 减仓 |
| DLX | Deluxe Corp | $28.83万 | 0.00% | 12,073 | 48 | 0.4% | $1,146 | 加仓 |
| — | Deutsche Telekom Ag Sponsored | $28.69万 | 0.00% | 10,520 | -40,893 | -79.5% | -$111.51万 | 减仓 |
| UFCS | United Fire Group Inc | $28.65万 | 0.00% | 5,463 | -380 | -6.5% | -$1.99万 | 减仓 |
| BUD | Anheuser Busch Inbev Sa/Nv Spo | $28.36万 | 0.00% | 3,442 | -16,069 | -82.4% | -$132.41万 | 减仓 |
| USPH | Us Physical Therapy Inc | $28.34万 | 0.00% | 4,127 | -4 | -0.1% | -$275 | 减仓 |
| TM | Toyota Mtr Corp Sponsored Adr | $28.23万 | 0.00% | 1,676 | -6,480 | -79.5% | -$109.14万 | 减仓 |
| DFIN | Donnelley Financial Solutions | $28.19万 | 0.00% | 6,719 | -324 | -4.6% | -$1.36万 | 减仓 |
| ABR | Arbor Rlty Tr Inc Com | $28.15万 | 0.00% | 51,929 | 32 | 0.1% | $173 | 加仓 |
| UPWK | Upwork, Inc. | $28.06万 | 0.00% | 33,559 | -1,415 | -4.0% | -$1.18万 | 减仓 |
| XNCR | Xencor Inc | $28.05万 | 0.00% | 17,422 | 146 | 0.8% | $2,351 | 加仓 |
| SSNC | Ss&C Technologies Holdings Inc | $28.00万 | 0.00% | 4,512 | -102 | -2.2% | -$6,329 | 减仓 |
| TNDM | Tandem Diabetes Care Inc New | $27.92万 | 0.00% | 18,505 | 55 | 0.3% | $830 | 加仓 |
| — | Engie Sponsored Adr | $27.90万 | 0.00% | 8,844 | -38,629 | -81.4% | -$121.85万 | 减仓 |
| BLKB | Blackbaud Inc | $27.89万 | 0.00% | 9,416 | -1,175 | -11.1% | -$3.48万 | 减仓 |
| VTOL | Bristow Group Inc | $27.80万 | 0.00% | 6,728 | 25 | 0.4% | $1,033 | 加仓 |
| FWONK | Liberty Media Corp Lbty One S | $27.70万 | 0.00% | 2,911 | 65 | 2.3% | $6,184 | 加仓 |
| THRM | Gentherm Inc | $27.66万 | 0.00% | 8,108 | -16 | -0.2% | -$546 | 减仓 |
| PCRX | Pacira Biosciences | $27.44万 | 0.00% | 10,815 | -571 | -5.0% | -$1.45万 | 减仓 |
| ING | Ing Groep Nv Adr | $27.00万 | 0.00% | 8,604 | -22,410 | -72.3% | -$70.32万 | 减仓 |
| IIPR | Innovative Industrial Proper | $26.73万 | 0.00% | 4,313 | 126 | 3.0% | $7,809 | 加仓 |
| CNMD | Conmed Corp | $26.51万 | 0.00% | 8,101 | -309 | -3.7% | -$1.01万 | 减仓 |
| — | Janus Inv Fund Small Cap Value | $26.31万 | 0.00% | 9,364 | 0 | 0.0% | — | 不变 |
| APOG | Apogee Enterprises Inc | $26.24万 | 0.00% | 5,737 | -119 | -2.0% | -$5,443 | 重新持有 |
| RKT | Rocket Companies Inc Class A | $26.14万 | 0.00% | 16,600 | -324 | -1.9% | -$5,103 | 减仓 |
| PMT | Pennymac Mortgage Investment T | $25.86万 | 0.00% | 22,930 | -93 | -0.4% | -$1,049 | 减仓 |
| BTI | Brit Amern Tob Plc Sponsored C | $25.85万 | 0.00% | 4,186 | -16,795 | -80.0% | -$103.73万 | 减仓 |
| SMFG | Sumitomo Mitsui Finl Group Inc | $25.84万 | 0.00% | 10,957 | -43,372 | -79.8% | -$102.27万 | 减仓 |
| AORT | Artivion Inc | $25.71万 | 0.00% | 11,443 | 116 | 1.0% | $2,607 | 加仓 |
| UL | Unilever PLC Sp ADR New | $25.65万 | 0.00% | 4,267 | -14,145 | -76.8% | -$85.04万 | 减仓 |
| MSEX | Middlesex Wtr Co | $25.61万 | 0.00% | 4,561 | -307 | -6.3% | -$1.72万 | 减仓 |
| — | Atlas Copco Ab Sponsored Adr N | $25.45万 | 0.00% | 12,555 | -46,311 | -78.7% | -$93.86万 | 减仓 |
| INVX | Innovex International Inc | $25.44万 | 0.00% | 10,258 | -58 | -0.6% | -$1,438 | 减仓 |
| IONQ | Ionq Inc | $25.43万 | 0.00% | 4,774 | 481 | 11.2% | $2.56万 | 重新持有 |
| MRTN | Marten Transport LTD | $25.38万 | 0.00% | 14,626 | -1,026 | -6.6% | -$1.78万 | 减仓 |
| AZTA | Azenta, Inc | $25.37万 | 0.00% | 9,941 | -89 | -0.9% | -$2,271 | 减仓 |
| SCSC | Scansource Inc | $25.29万 | 0.00% | 4,856 | -595 | -10.9% | -$3.10万 | 重新持有 |
| HAFC | Hanmi Financial Corp | $25.29万 | 0.00% | 7,807 | -34 | -0.4% | -$1,102 | 减仓 |
| — | Danone Sp ADR | $25.29万 | 0.00% | 15,419 | -68,833 | -81.7% | -$112.91万 | 减仓 |
| CFFN | Capitol Federal Financial Inc | $25.25万 | 0.00% | 29,671 | -2,538 | -7.9% | -$2.16万 | 减仓 |
| EIG | Employers Holdings Inc | $25.06万 | 0.00% | 4,964 | -1,014 | -17.0% | -$5.12万 | 减仓 |
| CSR | Centerspace Com | $24.94万 | 0.00% | 4,438 | 5 | 0.1% | $281 | 加仓 |
| DBSDY | Dbs Group Hldgs Ltd Sponsored | $24.78万 | 0.00% | 1,225 | -5,231 | -81.0% | -$105.80万 | 减仓 |
| CPF | Central Pac Financial Corp | $24.75万 | 0.00% | 6,479 | -570 | -8.1% | -$2.18万 | 减仓 |
| SDGR | Schrodinger Inc | $24.69万 | 0.00% | 15,192 | -29 | -0.2% | -$471 | 减仓 |
| BPOP | Popular Inc | $24.66万 | 0.00% | 1,502 | -144 | -8.7% | -$2.36万 | 减仓 |
| FG | F&G Annuities & Life Inc Commo | $24.51万 | 0.00% | 9,217 | 9,217 | — | $24.51万 | 新建仓 |
| SAM | Boston Beer Inc Cl A | $24.50万 | 0.00% | 1,384 | -130 | -8.6% | -$2.30万 | 减仓 |
| SBSI | Southside Bancshares Inc | $24.34万 | 0.00% | 6,918 | -522 | -7.0% | -$1.84万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $24.34万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| TRST | Trustco Bank Corp NY | $24.33万 | 0.00% | 4,430 | -393 | -8.1% | -$2.16万 | 减仓 |
| MCRI | Monarch Casino & Resort Inc | $24.30万 | 0.00% | 1,846 | 1,846 | — | $24.30万 | 新建仓 |
| BAM | Brookfield Asset Managmt Ltd C | $24.16万 | 0.00% | 5,386 | -5,830 | -52.0% | -$26.15万 | 减仓 |
| VRTS | Virtus Investment Partners Inc | $23.89万 | 0.00% | 1,665 | -21 | -1.2% | -$3,013 | 减仓 |
| UTL | Unitil Corp | $23.48万 | 0.00% | 4,457 | -313 | -6.6% | -$1.65万 | 减仓 |
| WGO | Winnebago Industries Inc | $23.39万 | 0.00% | 7,488 | -36 | -0.5% | -$1,125 | 减仓 |
| RACE | Ferrari NV | $23.01万 | 0.00% | 618 | -2,683 | -81.3% | -$99.89万 | 减仓 |
| BMO | Bank Montreal Que Com | $22.95万 | 0.00% | 1,299 | -4,752 | -78.5% | -$83.97万 | 减仓 |
| WEN | Wendys Co | $22.90万 | 0.00% | 27,628 | 183 | 0.7% | $1,517 | 加仓 |
| — | Hitachi Ltd A.D.R. For 10 Com | $22.85万 | 0.00% | 8,305 | -30,165 | -78.4% | -$82.98万 | 减仓 |
| GH | Guardant Health, Inc. | $22.41万 | 0.00% | 1,494 | 1,494 | — | $22.41万 | 新建仓 |
| SABR | Sabre Corp | $22.32万 | 0.00% | 106,796 | 1,345 | 1.3% | $2,811 | 加仓 |
| TRUP | Trupanion Inc | $22.22万 | 0.00% | 8,972 | 7 | 0.1% | $173 | 加仓 |
| BJRI | Bjs Restaurants Inc | $22.20万 | 0.00% | 3,656 | 3,656 | — | $22.20万 | 新建仓 |
| RIVN | Rivian Automotive Inc Cl A | $22.10万 | 0.00% | 12,736 | 556 | 4.6% | $9,647 | 加仓 |
| QNST | Quinstreet Inc | $22.03万 | 0.00% | 15,039 | 62 | 0.4% | $908 | 加仓 |
| MATW | Matthews Intl Corp Cl A | $21.98万 | 0.00% | 8,164 | -55 | -0.7% | -$1,481 | 减仓 |
| E | Eni S P A Sponsored Adr | $21.97万 | 0.00% | 4,688 | -23,493 | -83.4% | -$110.09万 | 减仓 |
| CNXN | PC Connection Inc | $21.96万 | 0.00% | 3,008 | 3,008 | — | $21.96万 | 新建仓 |
| CVI | Cvr Energy Inc Com Stk | $21.89万 | 0.00% | 7,950 | -82 | -1.0% | -$2,258 | 减仓 |
| — | Topbuild Corp | $21.84万 | 0.00% | 616 | -7,870 | -92.7% | -$279.01万 | 减仓 |
| — | National Australia Bk Ltd Spon | $21.82万 | 0.00% | 16,636 | -54,518 | -76.6% | -$71.50万 | 减仓 |
| VIK | Viking Holdings Ltd | $21.80万 | 0.00% | 2,083 | 2,083 | — | $21.80万 | 新建仓 |
| EFOR | EVERFORTH INC COM | $21.79万 | 0.00% | 12,195 | -615 | -4.8% | -$1.10万 | 减仓 |
| KOP | Koppers Holdings Inc | $21.70万 | 0.00% | 4,832 | -419 | -8.0% | -$1.88万 | 减仓 |
| JBGS | Jbg Smith Properties | $21.65万 | 0.00% | 14,758 | -1,185 | -7.4% | -$1.74万 | 减仓 |
| NX | Quanex Building Products Corp | $21.61万 | 0.00% | 11,605 | -812 | -6.5% | -$1.51万 | 减仓 |
| MFG | Mizuho Finl Group Inc Sponsore | $21.48万 | 0.00% | 22,422 | -83,406 | -78.8% | -$79.90万 | 减仓 |
| FUTU | Futu Holdings Ltd Spon ADS Cl | $21.30万 | 0.00% | 2,272 | -1,300 | -36.4% | -$12.19万 | 减仓 |
| — | Nordea Bank Abp | $21.27万 | 0.00% | 11,205 | -48,889 | -81.4% | -$92.79万 | 减仓 |
| CERT | Certara Inc | $21.23万 | 0.00% | 32,411 | 126 | 0.4% | $825 | 加仓 |
| — | Whitestone REIT | $21.20万 | 0.00% | 11,184 | -848 | -7.0% | -$1.61万 | 减仓 |
| ADAM | Adamas Trust Inc. Com | $21.05万 | 0.00% | 22,446 | -200 | -0.9% | -$1,876 | 减仓 |
| BP | BP Plc Sp ADR | $20.99万 | 0.00% | 5,681 | -20,915 | -78.6% | -$77.28万 | 减仓 |