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
— Dai Nippon Prtg Ltd Japan Spon $15.38万0.00%17,310 00.0% — 不变
SABR Sabre Corp $15.29万0.00%105,451 -152-0.1% -$220 减仓
— Localiza Rent A Car S A Sponso $14.87万0.00%16,510 00.0% — 不变
— Centrica Plc Sponsored Adr New $14.75万0.00%13,156 00.0% — 不变
— Navient Corporation $14.59万0.00%17,840 -5,127-22.3% -$4.19万 减仓
AEG Aegon Ltd America Reg 1 Cert $14.55万0.00%20,045 00.0% — 不变
— Rakuten Group Inc $14.55万0.00%32,010 00.0% — 不变
AGNT Exp World Holdings Inc $14.38万0.00%24,000 -123-0.5% -$737 减仓
— Swire Pac Ltd Sponsored Adr Re $14.36万0.00%13,194 00.0% — 不变
— Continental Ag Sponsored Adr I $14.36万0.00%20,911 00.0% — 不变
EMBC Embecta Corp Common Stock $14.17万0.00%16,027 -41-0.3% -$362 减仓
LPL Lg Display $13.91万0.00%35,840 19,500119.3% $7.57万 加仓
— Akbank Turk Anonim Sirketi Adr $13.69万0.00%46,143 00.0% — 不变
— Alpha Services And Holdings S. $13.47万0.00%147,547 00.0% — 不变
— Ana Hldgs Inc Sponsored Adr $13.13万0.00%37,240 00.0% — 不变
HTLD Heartland Express Inc $12.87万0.00%12,379 1080.9% $1,123 加仓
— Nissan Mtr Ltd Sponsored Adr $12.84万0.00%30,666 00.0% — 不变
— Sodexo $12.59万0.00%12,389 00.0% — 不变
— Stora Enso Corp Sponsored Adr $12.35万0.00%10,651 00.0% — 不变
— Hellenic Telecommunications $12.31万0.00%13,094 00.0% — 不变
— Daito Tr Constr Co Ltd Sponsor $12.30万0.00%21,275 00.0% — 不变
— Equatorial Energia $12.22万0.00%15,596 00.0% — 不变
GO Grocery Outlet Holding Corp $11.86万0.00%16,818 -489-2.8% -$3,447 减仓
CTKB Cytek Biosciences Inc $11.83万0.00%27,078 4681.8% $2,045 加仓
— Commercial Intl Bk Egypt S A E $11.15万0.00%50,297 00.0% — 不变
— Cliffwater Corporate Lendng Fu $10.65万0.00%10,100 10,100— $10.65万 新建仓
ICL ICL GROUP LTD $10.36万0.00%20,005 00.0% — 不变
— Pandora A /S Unsponsored ADS $10.13万0.00%11,581 00.0% — 不变
— Contra Walgreens Boot $10.05万0.00%189,655 -265-0.1% -$140 减仓
GDYN Grid Dynamics Hldgs Inc $9.72万0.00%17,055 -546-3.1% -$3,112 减仓
— Telecom Italia S P A New Spons $9.59万0.00%11,818 00.0% — 不变
UGP Ultrapar Participacoes S A Spo $9.48万0.00%17,210 00.0% — 不变
TKC Turkcell Iletisim Hizmet New $9.36万0.00%15,522 00.0% — 不变
NABL N-Able Inc Common Stock $9.03万0.00%19,340 -440-2.2% -$2,055 减仓
TWI Titan Intl Inc Il $8.66万0.00%12,526 -459-3.5% -$3,172 减仓
GGB Gerdau S A Sponsored Adr $8.04万0.00%22,284 00.0% — 不变
GOGO Gogo Inc $8.00万0.00%19,910 -197-1.0% -$792 减仓
RIG Transocean LTD Reg $7.32万0.00%11,045 -16,901-60.5% -$11.21万 减仓
— Nidec Corp Sponsored Adr $6.88万0.00%22,256 00.0% — 不变
— Grifols $6.81万0.00%13,202 00.0% — 不变
WIT Wipro Ltd Sponsored Adr Repstg $6.78万0.00%31,973 00.0% — 不变
CRSR Corsair Gaming Inc $6.54万0.00%11,788 -1,004-7.8% -$5,572 减仓
CIG Companhia Energetica De Minas $5.56万0.00%23,272 00.0% — 不变
AUR Aurora Innovation Inc Class A $5.49万0.00%13,323 00.0% — 不变
— Sony Financial Group Inc Unspo $4.92万0.00%10,917 00.0% — 不变
— Unicharm Corp Sponsored Adr $4.64万0.00%15,869 00.0% — 不变
XRX Xerox Holdings Corp $4.32万0.00%33,505 7,34728.1% $9,478 加仓
PLUG Plug Power Inc $3.59万0.00%15,869 2,55219.2% $5,768 加仓
OPTU Optimum Communications Inc Cl $3.56万0.00%27,374 27,374— $3.56万 新建仓
— Bank Asya $1.43万0.00%24,175 00.0% — 不变
— Xerox Holdings Corp Wt Exp 021 $1,1830.00%13,077 13,077— $1,183 新建仓
— Gazprom Sponsored Adr Pjsc Gaz $90.00%85,275 00.0% — 不变
— Rushydro Pjsc - Adr $70.00%65,228 00.0% — 不变
— Surgutneftegaz-Sp Adr $50.00%52,561 00.0% — 不变
— Gazprom Neft Spons Adr $10.00%14,689 00.0% — 不变
— Frontier Communications Parent $00.00%0 -82,104-100.0% -$316.02万 清仓
— Cadence Bank $00.00%0 -57,474-100.0% -$255.76万 清仓
AZN AstraZeneca PLC Sp ADR $00.00%0 -13,856-100.0% -$249.25万 清仓
— Dayforce Inc $00.00%0 -17,328-100.0% -$119.60万 清仓
— Indivior PLC $00.00%0 -34,497-100.0% -$113.67万 清仓
— Comerica Inc $00.00%0 -12,029-100.0% -$112.46万 清仓
— Potlatch Corp $00.00%0 -22,118-100.0% -$99.27万 清仓
— Tegna Inc $00.00%0 -47,929-100.0% -$90.44万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -2,010-100.0% -$89.81万 清仓
— Civitas Resources Inc Com New $00.00%0 -26,210-100.0% -$69.40万 清仓
— Hillenbrand Inc $00.00%0 -19,165-100.0% -$60.98万 清仓
— Reckitt Benckiser Group Plc $00.00%0 -35,153-100.0% -$57.77万 清仓
— Elme Communities $00.00%0 -24,142-100.0% -$42.01万 清仓
— Alexander & Baldwin Inc $00.00%0 -19,573-100.0% -$40.61万 清仓
— Dynavax Technologies Corp $00.00%0 -24,647-100.0% -$38.65万 清仓
ALAB Astera Laboratories Inc $00.00%0 —— — 申报中断
CRDO Credo Technology Group Holding $00.00%0 —— — 申报中断
— Treehouse Foods Inc $00.00%0 -12,084-100.0% -$29.38万 清仓
— Hang Seng Bk Ltd Sponsored New $00.00%0 -14,583-100.0% -$28.85万 清仓
VITL Vital Farms, Inc. $00.00%0 -9,980-100.0% -$27.41万 清仓
ZS Zscaler Inc $00.00%0 -1,326-100.0% -$27.36万 清仓
MNDY Monday Ltd $00.00%0 -2,076-100.0% -$26.34万 清仓
PBA Pembina Pipeline Corporation C $00.00%0 -6,764-100.0% -$26.20万 清仓
— Wolters Kluwer N V Sponsored A $00.00%0 -2,619-100.0% -$25.96万 清仓
AFRM Affirm Holdings Inc Cl A $00.00%0 —— — 申报中断
TEAM Atlassian Corporation Cl A $00.00%0 -2,133-100.0% -$25.18万 清仓
— American Woodmark Corporation $00.00%0 -3,957-100.0% -$23.94万 清仓
RVMD Revolution Medicines Inc $00.00%0 —— — 申报中断
DOX Amdocs Ltd $00.00%0 -2,814-100.0% -$23.13万 清仓
— Covestro Ag $00.00%0 -6,478-100.0% -$23.04万 清仓
EMBJ Embraer S A Sponsored Adr Reps $00.00%0 -3,107-100.0% -$22.80万 清仓
— Exact Sciences Corp $00.00%0 -2,227-100.0% -$22.79万 清仓
AMPH Amphastar Pharmaceuticals Inc $00.00%0 -8,721-100.0% -$22.63万 清仓
GIB Cgi Inc Cl A $00.00%0 -2,541-100.0% -$22.19万 清仓
APOG Apogee Enterprises Inc $00.00%0 —— — 申报中断
IONQ Ionq Inc $00.00%0 —— — 申报中断
SMP Standard Motor Products Inc $00.00%0 —— — 申报中断
— Thomson Reuters Corp $00.00%0 -1,776-100.0% -$21.49万 清仓
SCSC Scansource Inc $00.00%0 —— — 申报中断
— Skanska Ab Sponsored Adr $00.00%0 -7,200-100.0% -$21.14万 清仓
ONC Beone Medicines Ltd Sponsored $00.00%0 -627-100.0% -$20.96万 清仓
JHX James Hardie Industries PLC $00.00%0 -8,890-100.0% -$20.64万 清仓
HUBS Hubspot Inc $00.00%0 -677-100.0% -$20.63万 清仓
UVV Universal Corp Va Com $00.00%0 -3,740-100.0% -$20.36万 清仓
TOST Toast Inc Cl A $00.00%0 —— — 申报中断