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 |
|---|---|---|---|---|---|---|---|---|
| JBSS | Sanfilippo John B & Son Inc | $20.95万 | 0.00% | 2,436 | 2,436 | — | $20.95万 | 新建仓 |
| NOK | Nokia Corp Sponsored Adr | $20.92万 | 0.00% | 15,750 | -80,620 | -83.7% | -$107.06万 | 减仓 |
| — | Anz Group Holdings Ltd Sp ADS | $20.82万 | 0.00% | 8,502 | -35,934 | -80.9% | -$88.00万 | 减仓 |
| COTY | Coty Inc Cl A | $20.82万 | 0.00% | 96,372 | -8,917 | -8.5% | -$1.93万 | 减仓 |
| ENB | ENBRIDGE INC COM | $20.78万 | 0.00% | 3,834 | -14,578 | -79.2% | -$79.03万 | 减仓 |
| SCHL | Scholastic Corp | $20.76万 | 0.00% | 4,514 | -1,534 | -25.4% | -$7.06万 | 减仓 |
| EGBN | Eagle Bancorp Inc Md | $20.74万 | 0.00% | 7,306 | 7,306 | — | $20.74万 | 新建仓 |
| MDLN | Medline Inc Cl A | $20.73万 | 0.00% | 5,257 | 5,257 | — | $20.73万 | 新建仓 |
| RIO | Rio Tinto Plc Sponsored Adr | $20.72万 | 0.00% | 2,183 | -9,636 | -81.5% | -$91.47万 | 减仓 |
| GTM | Zoominfo Technologies Inc Comm | $20.70万 | 0.00% | 70,636 | -1,717 | -2.4% | -$5,031 | 减仓 |
| LYG | Lloyds Banking Group Plc-Adr | $20.59万 | 0.00% | 35,313 | -93,060 | -72.5% | -$54.25万 | 减仓 |
| UA | Under Armour Inc Cl C | $20.55万 | 0.00% | 33,043 | 556 | 1.7% | $3,458 | 加仓 |
| MELI | Mercadolibre Inc | $20.54万 | 0.00% | 121 | 3 | 2.5% | $5,092 | 加仓 |
| SONY | Sony Group Corporation | $20.52万 | 0.00% | 10,231 | -41,825 | -80.3% | -$83.90万 | 减仓 |
| STM | Stmicroelectronics N V Shs-N Y | $20.52万 | 0.00% | 2,740 | -7,649 | -73.6% | -$57.28万 | 减仓 |
| CBRL | Cracker Barrel Old Country Sto | $20.31万 | 0.00% | 3,811 | 3,811 | — | $20.31万 | 新建仓 |
| SMP | Standard Motor Products Inc | $20.00万 | 0.00% | 5,133 | -501 | -8.9% | -$1.95万 | 重新持有 |
| SAFE | Safehold Inc | $19.80万 | 0.00% | 12,610 | 175 | 1.4% | $2,748 | 加仓 |
| LZ | Legalzoom Com Inc | $19.05万 | 0.00% | 31,078 | -109 | -0.3% | -$668 | 减仓 |
| HTLD | Heartland Express Inc | $18.92万 | 0.00% | 12,432 | 53 | 0.4% | $807 | 加仓 |
| XP | XP INC CL A | $18.72万 | 0.00% | 11,515 | 17 | 0.1% | $276 | 加仓 |
| FOXF | Fox Factory Holding Corp | $18.66万 | 0.00% | 11,012 | -253 | -2.2% | -$4,287 | 减仓 |
| SHEN | Shenandoah Telecommunications | $18.52万 | 0.00% | 12,280 | -32 | -0.3% | -$483 | 减仓 |
| VRRM | Verra Mobility Corp | $17.75万 | 0.00% | 41,772 | -1,264 | -2.9% | -$5,372 | 减仓 |
| CCOI | Cogent Communications Holdings | $17.69万 | 0.00% | 12,743 | 131 | 1.0% | $1,818 | 加仓 |
| — | Prosus Nv Sp Adr | $17.22万 | 0.00% | 19,819 | -45,236 | -69.5% | -$39.30万 | 减仓 |
| FBRT | Franklin Bsp Realty Trust Inc | $16.86万 | 0.00% | 20,717 | -826 | -3.8% | -$6,724 | 减仓 |
| GO | Grocery Outlet Holding Corp | $16.71万 | 0.00% | 16,748 | -70 | -0.4% | -$699 | 减仓 |
| CXM | Sprinklr Inc Cl A | $15.60万 | 0.00% | 30,228 | -1,961 | -6.1% | -$1.01万 | 减仓 |
| — | Navient Corporation | $15.15万 | 0.00% | 17,803 | -37 | -0.2% | -$315 | 减仓 |
| VALE | Vale S A Adr | $15.06万 | 0.00% | 10,011 | -30,378 | -75.2% | -$45.69万 | 减仓 |
| RWT | Redwood Trust Inc | $14.97万 | 0.00% | 31,584 | -2,220 | -6.6% | -$1.05万 | 减仓 |
| RES | Rpc Inc | $14.04万 | 0.00% | 24,075 | 450 | 1.9% | $2,623 | 加仓 |
| ERIC | Ericsson | $14.02万 | 0.00% | 12,576 | -42,652 | -77.2% | -$47.56万 | 减仓 |
| CLB | Core Laboratories Inc | $13.48万 | 0.00% | 11,574 | -802 | -6.5% | -$9,343 | 减仓 |
| AGNT | Agnt Inc | $13.23万 | 0.00% | 24,460 | 460 | 1.9% | $2,489 | 加仓 |
| HUN | Huntsman Corp | $13.23万 | 0.00% | 12,459 | -1,435 | -10.3% | -$1.52万 | 减仓 |
| JBS | Jbs NV Cl A | $12.89万 | 0.00% | 10,880 | 10,880 | — | $12.89万 | 新建仓 |
| TME | Tencent Music Entertainment Gr | $12.18万 | 0.00% | 14,588 | -11,817 | -44.8% | -$9.87万 | 减仓 |
| — | Naspers Ltd | $11.75万 | 0.00% | 11,730 | -35,285 | -75.1% | -$35.33万 | 减仓 |
| CRSR | Corsair Gaming Inc | $11.39万 | 0.00% | 11,779 | -9 | -0.1% | -$87 | 减仓 |
| ITUB | Itau Unibanco Hldg Sa Sponsore | $10.84万 | 0.00% | 13,272 | -52,383 | -79.8% | -$42.80万 | 减仓 |
| HTZ | Hertz Global Holdings Inc New | $10.65万 | 0.00% | 47,014 | -1,959 | -4.0% | -$4,437 | 减仓 |
| — | Cliffwater Corporate Lendng Fu | $10.57万 | 0.00% | 10,100 | 0 | 0.0% | — | 不变 |
| XRX | Xerox Holdings Corp | $10.39万 | 0.00% | 33,193 | -312 | -0.9% | -$977 | 减仓 |
| — | Contra Walgreens Boot | $10.05万 | 0.00% | 189,655 | 0 | 0.0% | — | 不变 |
| LPL | Lg Display | $10.00万 | 0.00% | 25,713 | -10,127 | -28.3% | -$3.94万 | 减仓 |
| AUR | Aurora Innovation Inc Class A | $9.54万 | 0.00% | 13,988 | 665 | 5.0% | $4,535 | 加仓 |
| — | Malayan Banking | $8.74万 | 0.00% | 17,278 | -84,195 | -83.0% | -$42.60万 | 减仓 |
| OPTU | Optimum Communications Inc Cl | $7.97万 | 0.00% | 54,946 | 27,572 | 100.7% | $4.00万 | 加仓 |
| NABL | N-Able Inc Common Stock | $6.83万 | 0.00% | 18,600 | -740 | -3.8% | -$2,716 | 减仓 |
| STLA | Stellantis Nv | $5.88万 | 0.00% | 10,247 | -21,971 | -68.2% | -$12.61万 | 减仓 |
| RIG | Transocean LTD Reg | $5.59万 | 0.00% | 11,440 | 395 | 3.6% | $1,932 | 加仓 |
| — | Telefonica Sa Sponsored Adr | $5.30万 | 0.00% | 13,176 | -45,971 | -77.7% | -$18.48万 | 减仓 |
| OPEN | Opendoor Technologies Inc | $4.98万 | 0.00% | 10,779 | 10,779 | — | $4.98万 | 新建仓 |
| BBD | Banco Bradesco S A Sponsored A | $4.28万 | 0.00% | 12,326 | -76,540 | -86.1% | -$26.56万 | 减仓 |
| PLUG | Plug Power Inc | $4.22万 | 0.00% | 15,554 | -315 | -2.0% | -$854 | 减仓 |
| — | Carrefour Sa Sponsored Adr | $4.05万 | 0.00% | 10,909 | -50,993 | -82.4% | -$18.95万 | 减仓 |
| — | Alpha Services And Holdings S. | $3.57万 | 0.00% | 31,643 | -115,904 | -78.6% | -$13.09万 | 减仓 |
| — | Nippon Stl & Sumitomo Metal Co | $3.31万 | 0.00% | 10,043 | -35,315 | -77.9% | -$11.65万 | 减仓 |
| WIT | Wipro Ltd Sponsored Adr Repstg | $3.03万 | 0.00% | 13,456 | -18,517 | -57.9% | -$4.17万 | 减仓 |
| — | Hong Kong & China Gas Ltd | $1.90万 | 0.00% | 22,920 | -257,589 | -91.8% | -$21.35万 | 减仓 |
| — | Xerox Holdings Corp Wt Exp 021 | $3,596 | 0.00% | 13,077 | 0 | 0.0% | — | 不变 |
| — | wtus436CVR021 | $299 | 0.00% | 29,868 | 29,868 | — | $299 | 新建仓 |
| KB | Kb Finl Group Inc Sponsored Ad | $0 | 0.00% | 0 | -38,413 | -100.0% | -$383.09万 | 清仓 |
| — | Cottera Energy Inc | $0 | 0.00% | 0 | -82,224 | -100.0% | -$288.94万 | 清仓 |
| CCL | Carnival Corp | $0 | 0.00% | 0 | -110,948 | -100.0% | -$287.13万 | 清仓 |
| — | Masimo Corp | $0 | 0.00% | 0 | -13,868 | -100.0% | -$246.67万 | 清仓 |
| SHG | Shinhan Finl Group Co Ltd Spon | $0 | 0.00% | 0 | -39,451 | -100.0% | -$241.91万 | 清仓 |
| — | Hologic Inc | $0 | 0.00% | 0 | -29,868 | -100.0% | -$225.77万 | 清仓 |
| — | Air Lease Corp Cl A Cl A | $0 | 0.00% | 0 | -30,103 | -100.0% | -$195.49万 | 清仓 |
| — | Sealed Air Corp | $0 | 0.00% | 0 | -41,927 | -100.0% | -$176.30万 | 清仓 |
| PKX | Posco Holdings INC | $0 | 0.00% | 0 | -29,083 | -100.0% | -$170.11万 | 清仓 |
| WF | Woori Financial Group Inc | $0 | 0.00% | 0 | -24,346 | -100.0% | -$162.14万 | 清仓 |
| — | Tri Pointe Homes Inc Com | $0 | 0.00% | 0 | -25,388 | -100.0% | -$118.64万 | 清仓 |
| CNQ | Cdn Nat Res Ltd Com Cdn Nat Re | $0 | 0.00% | 0 | -24,110 | -100.0% | -$117.49万 | 清仓 |
| — | Apellis Pharmaceuticals Inc | $0 | 0.00% | 0 | -27,997 | -100.0% | -$112.63万 | 清仓 |
| GSK | Gsk PLC Sp ADR | $0 | 0.00% | 0 | -19,806 | -100.0% | -$109.31万 | 清仓 |
| — | Aia Group Ltd | $0 | 0.00% | 0 | -23,115 | -100.0% | -$100.06万 | 清仓 |
| SU | Suncor Energy Inc New Com | $0 | 0.00% | 0 | -14,290 | -100.0% | -$94.47万 | 清仓 |
| — | Bae Sys Plc Sponsored Adr | $0 | 0.00% | 0 | -8,063 | -100.0% | -$93.57万 | 清仓 |
| — | Orange Sponsored Adr | $0 | 0.00% | 0 | -45,566 | -100.0% | -$92.80万 | 清仓 |
| AEM | Agnico-Eagle Mines Ltd Com | $0 | 0.00% | 0 | -4,417 | -100.0% | -$89.66万 | 清仓 |
| NGG | National Grid Plc Sponsored Ad | $0 | 0.00% | 0 | -9,999 | -100.0% | -$84.59万 | 清仓 |
| — | Sandvik Ab Adr | $0 | 0.00% | 0 | -22,037 | -100.0% | -$82.68万 | 清仓 |
| DB | DEUTSCHE BANK AG NPV REGD SHS | $0 | 0.00% | 0 | -27,446 | -100.0% | -$81.73万 | 清仓 |
| — | Mitsui & Co Ltd Adr Isin | $0 | 0.00% | 0 | -1,087 | -100.0% | -$81.43万 | 清仓 |
| — | United Overseas Bk Ltd Sponsor | $0 | 0.00% | 0 | -13,736 | -100.0% | -$78.04万 | 清仓 |
| — | Basf Aktiengesellschaft - Leve | $0 | 0.00% | 0 | -51,563 | -100.0% | -$77.83万 | 清仓 |
| WPM | Wheaton Precious Metals Corp C | $0 | 0.00% | 0 | -5,915 | -100.0% | -$77.49万 | 清仓 |
| B | Barrick Mining Corp | $0 | 0.00% | 0 | -18,424 | -100.0% | -$75.15万 | 清仓 |
| — | Macquarie Group Ltd Adr New | $0 | 0.00% | 0 | -5,433 | -100.0% | -$75.14万 | 清仓 |
| ASX | Ase Technology Holding Co Ltd | $0 | 0.00% | 0 | -34,577 | -100.0% | -$74.96万 | 清仓 |
| TRP | Tc Energy Corp Com | $0 | 0.00% | 0 | -11,973 | -100.0% | -$74.95万 | 清仓 |
| CM | Canadian Imp Bank Comm | $0 | 0.00% | 0 | -7,841 | -100.0% | -$74.29万 | 清仓 |
| ARGX | Argenx Se - Adr | $0 | 0.00% | 0 | -1,003 | -100.0% | -$73.24万 | 清仓 |
| BNS | Bank N S Halifax Com Stk | $0 | 0.00% | 0 | -10,451 | -100.0% | -$72.44万 | 清仓 |
| — | Deutsche Post Ag Sponsored Adr | $0 | 0.00% | 0 | -27,500 | -100.0% | -$72.08万 | 清仓 |
| — | Tokio Marine Hldgs Inc Adr Com | $0 | 0.00% | 0 | -15,628 | -100.0% | -$71.79万 | 清仓 |
| BN | Brookfield Corp Cl A | $0 | 0.00% | 0 | -17,613 | -100.0% | -$71.28万 | 清仓 |