13F 机构持仓

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS MI · SEC CIK 0001858789

2026Q22026Q1 更早 9 个季度 🔒
$85.18亿2026Q1 申报市值
1,858持仓数
25.5%前十大占比 · 第一大 5.1%
30 / 45新建仓 / 清仓
申报市值走势$89.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.7%
MSFT 3.5%
AMZN 2.5%
GOOGL 2.1%
AVGO 1.8%
GOOG 1.7%
META 1.6%
TSLA 1.3%
BRK/B 1.2%

2026Q1 买入最多 按季末市值估算

SPY 加仓+$1,836.82万
EFA 加仓+$833.33万
VRT 加仓+$806.74万
AZN 新建仓+$261.10万
MDY 加仓+$249.36万

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$1,785.52万
AAPL 减仓-$1,757.67万
CIEN 减仓-$1,188.18万
MSFT 减仓-$1,128.72万
LITE 减仓-$1,073.89万

2026Q1 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
— Two Harbors Inv Corp $31.79万0.00%27,840 50.0% $57 加仓
VTOL Bristow Group Inc $31.43万0.00%6,703 -132-1.9% -$6,189 减仓
TECK Teck Resources Limited $31.38万0.00%6,063 00.0% — 不变
ACT Enact Holdings Inc $31.33万0.00%7,676 -83-1.1% -$3,387 减仓
— Brambles Ltd Sponsored Adr $31.29万0.00%10,109 00.0% — 不变
SSNC Ss&C Technologies Holdings Inc $31.18万0.00%4,614 2455.6% $1.66万 加仓
USPH Us Physical Therapy Inc $30.97万0.00%4,131 -28-0.7% -$2,099 减仓
PAHC Phibro Animal Health Corp Cl A $30.82万0.00%5,573 -40-0.7% -$2,212 减仓
REYN Reynolds Consumer Prods Inc Co $30.73万0.00%14,511 -96-0.7% -$2,033 减仓
— NTT INC SPONSORED ADR $30.46万0.00%12,330 00.0% — 不变
ESLT Elbit System Ltd $30.40万0.00%358 -325-47.6% -$27.60万 减仓
— Fresenius Se & Co Kgaa $30.23万0.00%23,681 00.0% — 不变
HRMY Harmony Biosciences Holdings I $30.22万0.00%10,788 -95-0.9% -$2,661 减仓
BCH Banco De Chile Com Adrs $30.17万0.00%8,145 00.0% — 不变
UAA Under Armour Inc Cl A $29.89万0.00%50,582 -5,541-9.9% -$3.27万 减仓
XPEL Xpel, Inc. $29.74万0.00%6,719 -45-0.7% -$1,992 减仓
CNMD Conmed Corp $29.74万0.00%8,410 -75-0.9% -$2,652 减仓
— Daiichi Sankyo Co Ltd Sponsore $29.67万0.00%17,066 00.0% — 不变
FTAI Ftai Aviation Ltd $29.64万0.00%1,210 332.8% $8,085 加仓
SHO Sunstone Hotel Invs Inc New Co $29.52万0.00%32,758 -493-1.5% -$4,442 减仓
— Nippon Yusen Kabushiki Kaisha $29.43万0.00%40,584 00.0% — 不变
GMAB Genmab A/S $29.36万0.00%10,943 00.0% — 不变
ALGT Allegiant Travel Co $29.34万0.00%3,620 -73-2.0% -$5,916 减仓
— First Quantum Minerals Ltd Com $29.22万0.00%12,244 00.0% — 不变
— Santos Limited $29.17万0.00%53,511 00.0% — 不变
— Dnb Asa Sponsored $29.14万0.00%9,424 -2,600-21.6% -$8.04万 减仓
PRGS Progress Software Corp $28.97万0.00%11,295 -359-3.1% -$9,208 减仓
CX Cemex S.A.B. De Cv $28.78万0.00%25,159 00.0% — 不变
SCL Stepan Co $28.67万0.00%5,737 -55-0.9% -$2,749 减仓
SAFT Safety Insurance Group Inc $28.66万0.00%3,945 -73-1.8% -$5,303 减仓
SEZL Sezzle Inc $28.50万0.00%4,503 -61-1.3% -$3,861 减仓
— Lundin Minig Co $28.49万0.00%11,437 00.0% — 不变
COLL Collegium Pharmaceutical Inc $28.46万0.00%8,607 -90-1.0% -$2,976 减仓
HEI/A Heico Corp Cl A $28.39万0.00%1,345 241.8% $5,066 加仓
MBC Masterbrand Inc Common Stock $28.36万0.00%34,132 -230-0.7% -$1,911 减仓
PZZA Papa Johns Intl Inc $28.33万0.00%8,742 -138-1.6% -$4,473 减仓
GSHD Goosehead Ins Inc Cl A $28.17万0.00%6,604 -108-1.6% -$4,607 减仓
HFWA Heritage Financial Corp Wash $28.13万0.00%10,819 1,69718.6% $4.41万 加仓
— Royal Kpn Nv Sponsored Adr $28.04万0.00%50,675 00.0% — 不变
SKM SK Telecom Ltd Sp ADR $28.00万0.00%9,559 9,559— $28.00万 新建仓
PDFS Pdf Solutions Inc $27.71万0.00%8,470 -140-1.6% -$4,579 减仓
— Mtn Group Ltd Sponsored Adr $27.66万0.00%24,229 00.0% — 不变
— Kubota Corp $27.62万0.00%3,577 00.0% — 不变
— Victory Portfolios RS Small Ca $27.57万0.00%4,486 00.0% — 不变
PFBC Preferred Bank Los Angeles Ca $27.50万0.00%3,032 -60-1.9% -$5,441 减仓
GIII G-Iii Apparel Group LTD $27.45万0.00%9,908 -163-1.6% -$4,515 减仓
SAH Sonic Automotive Inc Cl A $27.35万0.00%3,988 -56-1.4% -$3,840 减仓
— Canon Inc Sponsored Adr $27.26万0.00%9,952 00.0% — 不变
OMF Onemain Holdings Inc $27.17万0.00%5,080 1422.9% $7,596 加仓
CVI Cvr Energy Inc Com Stk $27.03万0.00%8,032 -1,335-14.3% -$4.49万 重新持有
— Henderson Ld Dev Ltd Sponsored $26.92万0.00%72,977 00.0% — 不变
PMT Pennymac Mortgage Investment T $26.84万0.00%23,023 -504-2.1% -$5,877 减仓
AESI New Atlas Holdco Inc New $26.84万0.00%20,458 1440.7% $1,889 加仓
HLIT Harmonic Inc $26.79万0.00%29,828 -531-1.7% -$4,768 减仓
PHG Koninklijke Philips NV $26.69万0.00%9,740 00.0% — 不变
ENR Energizer Holdings Inc $26.67万0.00%16,242 -138-0.8% -$2,266 减仓
MLKN Millerknoll Inc $26.59万0.00%18,386 -309-1.7% -$4,468 减仓
— Telstra Corp Ltd Sp ADS $26.56万0.00%14,552 00.0% — 不变
EPC Edgewell Pers Care Co $26.54万0.00%12,435 -25-0.2% -$534 减仓
— Aviva PLC Unsponsored ADR $26.52万0.00%16,745 00.0% — 不变
TMP Tompkins Financial Corporation $26.46万0.00%3,356 -60-1.8% -$4,730 减仓
— Wh Group Ltd Sp ADR $26.42万0.00%10,095 00.0% — 不变
— Heineken N V Sponsored Adr Lev $26.25万0.00%6,873 00.0% — 不变
WS Worthington Stl Inc $26.25万0.00%8,649 -143-1.6% -$4,340 减仓
— Bank Hapoalim B M Sponsored Ad $26.19万0.00%2,256 -2,100-48.2% -$24.38万 减仓
MDB Mongodb Inc Cl A $26.12万0.00%1,067 252.4% $6,119 加仓
NEO Neogenomics Inc $26.12万0.00%35,198 -336-0.9% -$2,493 减仓
NSP Insperity Inc $26.08万0.00%9,646 -91-0.9% -$2,461 减仓
— Telefonica Sa Sponsored Adr $25.86万0.00%59,147 00.0% — 不变
— Ipsen S A Sponsored Adr $25.84万0.00%5,593 00.0% — 不变
PCRX Pacira Biosciences $25.73万0.00%11,386 -657-5.5% -$1.48万 减仓
ASTH Astrana Health $25.73万0.00%10,493 -313-2.9% -$7,675 减仓
— Keppel Ltd Sponsored $25.73万0.00%14,101 00.0% — 不变
DCH Dauch Corp Com $25.73万0.00%43,382 11,46335.9% $6.80万 加仓
SOFI Sofi Technologies Inc $25.56万0.00%16,095 3852.5% $6,114 加仓
CSR Centerspace Com $25.47万0.00%4,433 -28-0.6% -$1,609 减仓
— Hong Kong & China Gas Ltd $25.40万0.00%280,509 00.0% — 不变
MSEX Middlesex Wtr Co $25.34万0.00%4,868 -3-0.1% -$156 减仓
INVX Innovex International Inc $25.16万0.00%10,316 -44-0.4% -$1,073 减仓
BVN Compania De Minas Buenaventura $25.14万0.00%6,975 00.0% — 不变
UPBD Upbound Grp In $25.01万0.00%13,855 -261-1.8% -$4,711 减仓
— Power Assets Hldgs-Spon Adr $25.01万0.00%32,116 00.0% — 不变
STAA STAAR Surgical Company $24.95万0.00%13,340 -510-3.7% -$9,537 减仓
UTL Unitil Corp $24.92万0.00%4,770 -12-0.3% -$627 减仓
DEA Easterly Govt Properties Inc $24.91万0.00%11,624 -88-0.8% -$1,886 减仓
PEB Pebblebrook Hotel Trust $24.64万0.00%19,510 -372-1.9% -$4,698 减仓
EIG Employers Holdings Inc $24.59万0.00%5,978 -133-2.2% -$5,472 减仓
TME Tencent Music Entertainment Gr $24.50万0.00%26,405 00.0% — 不变
BSAC Banco Santander Chile New Spon $24.38万0.00%7,298 00.0% — 不变
VIR Vir Biotechnology, Inc. $24.32万0.00%27,148 3,55515.1% $3.19万 加仓
— Wal-Mart De Mex Sab De Cv $24.21万0.00%7,474 00.0% — 不变
FWONK Liberty Media Corp Lbty One S $24.20万0.00%2,846 672.4% $5,696 加仓
XHR Xenia Hotels & Resorts Inc $24.20万0.00%16,315 -487-2.9% -$7,222 减仓
RKT Rocket Companies Inc Class A $24.12万0.00%16,924 4,95041.3% $7.05万 加仓
ZTO Zto Express Cayman Inc-Adr $23.92万0.00%9,504 00.0% — 不变
EZPW Ezcorp Inc Cl A Non Vtg Cl A N $23.88万0.00%9,409 -1,703-15.3% -$4.32万 重新持有
— Kirin Holdings Co Ltd Sponsore $23.77万0.00%14,974 00.0% — 不变
CCOI Cogent Communications Holdings $23.76万0.00%12,612 140.1% $264 加仓
PRKS United Parks & Resorts Inc $23.65万0.00%7,241 -152-2.1% -$4,964 减仓
SCHL Scholastic Corp $23.62万0.00%6,048 -52-0.9% -$2,031 减仓