YOUSIF CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001858789
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| APD | Air Prods & Chems Inc | $1,446.88万 | 0.17% | 49,808 | 719 | 1.5% | $20.89万 | 加仓 |
| BKNG | Booking Holdings Inc | $1,433.23万 | 0.17% | 3,404 | -112 | -3.2% | -$47.16万 | 减仓 |
| BA | Boeing Co | $1,428.56万 | 0.17% | 71,776 | -2,646 | -3.6% | -$52.66万 | 减仓 |
| SHW | Sherwin Williams Co | $1,424.86万 | 0.17% | 44,451 | -1,717 | -3.7% | -$55.04万 | 减仓 |
| MCHI | Ishares Msci China Etf | $1,414.58万 | 0.17% | 251,794 | -31,726 | -11.2% | -$178.24万 | 减仓 |
| ACN | Accenture Plc Ireland Class A | $1,406.05万 | 0.17% | 70,909 | -894 | -1.2% | -$17.73万 | 减仓 |
| CVS | CVS Health Corp | $1,404.71万 | 0.16% | 195,588 | -4,442 | -2.2% | -$31.90万 | 减仓 |
| ETN | Eaton Corp Plc | $1,379.64万 | 0.16% | 38,573 | -2,002 | -4.9% | -$71.61万 | 减仓 |
| CTAS | Cintas Corp | $1,365.93万 | 0.16% | 80,757 | 1,479 | 1.9% | $25.02万 | 加仓 |
| COF | Capital One Financial Corp | $1,358.05万 | 0.16% | 74,442 | -3,742 | -4.8% | -$68.27万 | 减仓 |
| SO | Southern Co | $1,352.70万 | 0.16% | 140,147 | -3,097 | -2.2% | -$29.89万 | 减仓 |
| ED | Consolidated Edison Inc | $1,347.28万 | 0.16% | 119,039 | -3,532 | -2.9% | -$39.98万 | 减仓 |
| EQIX | Equinix Inc Common Stock REIT | $1,338.63万 | 0.16% | 13,656 | -369 | -2.6% | -$36.17万 | 减仓 |
| GWW | Grainger W W Inc | $1,334.23万 | 0.16% | 12,232 | -1,078 | -8.1% | -$117.59万 | 减仓 |
| CMCSA | Comcast Corp Cl A | $1,334.22万 | 0.16% | 464,722 | -12,538 | -2.6% | -$36.00万 | 减仓 |
| DUK | Duke Energy Corp | $1,325.23万 | 0.16% | 101,209 | -2,789 | -2.7% | -$36.52万 | 减仓 |
| FAST | Fastenal Co | $1,316.72万 | 0.15% | 283,775 | -9,290 | -3.2% | -$43.11万 | 减仓 |
| NEM | Newmont Corporation | $1,308.05万 | 0.15% | 120,836 | -5,551 | -4.4% | -$60.09万 | 减仓 |
| INTU | Intuit | $1,302.16万 | 0.15% | 30,116 | -1,740 | -5.5% | -$75.23万 | 减仓 |
| ANET | Arista Networks Inc | $1,294.16万 | 0.15% | 105,405 | -4,098 | -3.7% | -$50.32万 | 减仓 |
| NUE | Nucor Corp | $1,279.40万 | 0.15% | 75,659 | -8,326 | -9.9% | -$140.79万 | 减仓 |
| PANW | Palo Alto Networks Inc | $1,275.11万 | 0.15% | 79,535 | 8,372 | 11.8% | $134.22万 | 加仓 |
| CME | Cme Group Inc | $1,261.29万 | 0.15% | 42,705 | -1,753 | -3.9% | -$51.77万 | 减仓 |
| ADM | Archer Daniels Midland Co | $1,260.97万 | 0.15% | 173,472 | -7,782 | -4.3% | -$56.57万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $1,258.26万 | 0.15% | 207,462 | -5,260 | -2.5% | -$31.90万 | 减仓 |
| PGR | Progressive Corp Ohio | $1,242.87万 | 0.15% | 62,695 | -2,633 | -4.0% | -$52.20万 | 减仓 |
| BSX | Boston Scientific Corp | $1,242.64万 | 0.15% | 198,030 | -9,460 | -4.6% | -$59.36万 | 减仓 |
| ATO | Atmos Energy Corp | $1,231.03万 | 0.14% | 66,643 | -985 | -1.5% | -$18.19万 | 减仓 |
| DHR | Danaher Corporation | $1,216.42万 | 0.14% | 64,157 | -1,409 | -2.1% | -$26.71万 | 减仓 |
| PH | Parker Hannifin Corp | $1,186.16万 | 0.14% | 13,250 | -590 | -4.3% | -$52.82万 | 减仓 |
| CI | Cigna Group | $1,170.06万 | 0.14% | 43,863 | -681 | -1.5% | -$18.17万 | 减仓 |
| SYY | Sysco Corp | $1,166.85万 | 0.14% | 163,585 | 8,702 | 5.6% | $62.07万 | 加仓 |
| ALB | Albemarle Corp | $1,163.73万 | 0.14% | 64,821 | -15,110 | -18.9% | -$271.27万 | 减仓 |
| AMT | American Tower Corporation | $1,133.34万 | 0.13% | 65,670 | -1,106 | -1.7% | -$19.09万 | 减仓 |
| TMUS | T Mobile Us Inc | $1,126.52万 | 0.13% | 53,636 | -2,953 | -5.2% | -$62.02万 | 减仓 |
| NOW | Servicenow Inc | $1,123.03万 | 0.13% | 107,416 | -2,152 | -2.0% | -$22.50万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg Co Lt | $1,087.62万 | 0.13% | 32,183 | -1,441 | -4.3% | -$48.70万 | 减仓 |
| MPC | Marathon Petroleum Corp | $1,087.47万 | 0.13% | 44,536 | -2,469 | -5.3% | -$60.29万 | 减仓 |
| VLO | Valero Energy Corp | $1,087.47万 | 0.13% | 44,013 | -2,198 | -4.8% | -$54.31万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $1,071.95万 | 0.13% | 68,156 | -2,051 | -2.9% | -$32.26万 | 减仓 |
| ADBE | Adobe Inc | $1,066.29万 | 0.13% | 43,866 | -2,034 | -4.4% | -$49.44万 | 减仓 |
| WM | Waste Management Inc | $1,060.96万 | 0.12% | 46,171 | -2,307 | -4.8% | -$53.01万 | 减仓 |
| APP | Applovin Corp Cl A | $1,056.01万 | 0.12% | 26,533 | -600 | -2.2% | -$23.88万 | 减仓 |
| CINF | Cincinnati Financial Corp | $1,053.53万 | 0.12% | 66,955 | -2,862 | -4.1% | -$45.03万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Inc | $1,043.43万 | 0.12% | 23,367 | -937 | -3.9% | -$41.84万 | 减仓 |
| FDX | Fedex Corp | $1,019.35万 | 0.12% | 28,619 | -1,214 | -4.1% | -$43.24万 | 减仓 |
| GM | General Motors Co | $1,009.55万 | 0.12% | 135,510 | -9,633 | -6.6% | -$71.77万 | 减仓 |
| CSX | CSX Corp | $1,000.10万 | 0.12% | 243,629 | 9,789 | 4.2% | $40.18万 | 加仓 |
| CHRW | C H Robinson Worldwide Inc | $999.74万 | 0.12% | 60,200 | -11,754 | -16.3% | -$195.20万 | 减仓 |
| MRSH | Marsh Com | $998.54万 | 0.12% | 57,570 | -2,209 | -3.7% | -$38.31万 | 减仓 |
| GLW | Corning Inc | $995.18万 | 0.12% | 73,191 | -3,512 | -4.6% | -$47.75万 | 减仓 |
| BNY | Bank New York Mellon Corp | $992.92万 | 0.12% | 83,699 | -4,322 | -4.9% | -$51.27万 | 减仓 |
| PNC | PNC Financial Services Group I | $986.65万 | 0.12% | 47,415 | -1,183 | -2.4% | -$24.62万 | 减仓 |
| DOV | Dover Corp | $981.12万 | 0.12% | 47,067 | -3,946 | -7.7% | -$82.25万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $980.12万 | 0.12% | 25,105 | -793 | -3.1% | -$30.96万 | 减仓 |
| TT | Trane Technologies Plc | $977.68万 | 0.11% | 23,460 | -1,056 | -4.3% | -$44.01万 | 减仓 |
| ROP | Roper Technologies Inc | $965.50万 | 0.11% | 27,285 | 1,498 | 5.8% | $53.01万 | 加仓 |
| HWM | Howmet Aerospace Inc | $960.18万 | 0.11% | 41,664 | -1,941 | -4.5% | -$44.73万 | 减仓 |
| USB | US Bancorp Del | $956.55万 | 0.11% | 183,917 | -6,442 | -3.4% | -$33.50万 | 减仓 |
| BDX | Becton Dickinson & Co | $955.99万 | 0.11% | 60,802 | 2,417 | 4.1% | $38.00万 | 加仓 |
| SNDK | Sandisk Corp | $953.52万 | 0.11% | 15,008 | -98 | -0.6% | -$6.23万 | 减仓 |
| KVUE | Kenvue Inc | $952.53万 | 0.11% | 552,510 | 6,590 | 1.2% | $11.36万 | 加仓 |
| WDC | Western Digital Corp | $948.53万 | 0.11% | 35,067 | -2,236 | -6.0% | -$60.48万 | 减仓 |
| PSX | Phillips 66 | $946.29万 | 0.11% | 51,943 | -1,708 | -3.2% | -$31.12万 | 减仓 |
| WMB | Williams Cos Inc | $942.97万 | 0.11% | 129,565 | -5,970 | -4.4% | -$43.45万 | 减仓 |
| ELV | Elevance Health Inc | $940.40万 | 0.11% | 32,123 | -383 | -1.2% | -$11.21万 | 减仓 |
| JCI | Johnson Controls Intl Plc | $937.64万 | 0.11% | 71,603 | -3,334 | -4.4% | -$43.66万 | 减仓 |
| AEP | American Electric Power Co Inc | $936.04万 | 0.11% | 71,410 | -1,287 | -1.8% | -$16.87万 | 减仓 |
| VRT | Vertiv Holdings Co | $935.49万 | 0.11% | 37,333 | 32,195 | 626.6% | $806.74万 | 加仓 |
| FCX | Freeport-Mcmoran Inc Cl B | $933.63万 | 0.11% | 158,835 | -6,442 | -3.9% | -$37.87万 | 减仓 |
| KMB | Kimberly Clark Corp | $924.50万 | 0.11% | 95,833 | 1,661 | 1.8% | $16.02万 | 加仓 |
| ES | Eversource Energy | $919.75万 | 0.11% | 132,758 | -2,890 | -2.1% | -$20.02万 | 减仓 |
| ORLY | O'reilly Automotive Inc | $915.97万 | 0.11% | 99,228 | -3,464 | -3.4% | -$31.98万 | 减仓 |
| CEG | Constellation Energy Corp | $911.52万 | 0.11% | 32,642 | -1,383 | -4.1% | -$38.62万 | 减仓 |
| UPS | United Parcel Service Inc Cl B | $910.28万 | 0.11% | 92,527 | -2,162 | -2.3% | -$21.27万 | 减仓 |
| EXPD | Expeditors Intl Wash Inc | $910.11万 | 0.11% | 63,542 | -9,366 | -12.8% | -$134.15万 | 减仓 |
| MMM | 3M Co | $908.57万 | 0.11% | 62,561 | -2,926 | -4.5% | -$42.49万 | 减仓 |
| CHD | Church & Dwight Inc | $903.83万 | 0.11% | 96,853 | 405 | 0.4% | $3.78万 | 加仓 |
| COR | CENCORA INC | $897.84万 | 0.11% | 28,581 | -689 | -2.4% | -$21.64万 | 减仓 |
| PWR | Quanta Services Inc | $896.78万 | 0.11% | 16,334 | -663 | -3.9% | -$36.40万 | 减仓 |
| EOG | Eog Resources Inc | $896.17万 | 0.11% | 61,989 | -1,597 | -2.5% | -$23.09万 | 减仓 |
| SLB | SLB LIMITED | $895.69万 | 0.11% | 174,292 | -6,895 | -3.8% | -$35.43万 | 减仓 |
| BX | Blackstone Inc | $881.70万 | 0.10% | 76,676 | -1,765 | -2.3% | -$20.30万 | 减仓 |
| MSI | Motorola Solutions Inc | $875.65万 | 0.10% | 20,178 | 849 | 4.4% | $36.84万 | 加仓 |
| STX | Seagate Technology Holdings PL | $863.40万 | 0.10% | 22,039 | -1,100 | -4.8% | -$43.09万 | 减仓 |
| CMI | Cummins Inc | $857.04万 | 0.10% | 15,930 | -728 | -4.4% | -$39.17万 | 减仓 |
| DLR | Digital Realty Trust Inc | $854.23万 | 0.10% | 47,402 | -1,207 | -2.5% | -$21.75万 | 减仓 |
| NDSN | Nordson Corp | $853.44万 | 0.10% | 32,077 | -1,677 | -5.0% | -$44.62万 | 减仓 |
| NSC | Norfolk Southern Corp | $850.17万 | 0.10% | 29,623 | 1,004 | 3.5% | $28.81万 | 加仓 |
| FRT | Federal Realty Inv Tr New | $849.54万 | 0.10% | 79,987 | 6,402 | 8.7% | $68.00万 | 加仓 |
| LMT | Lockheed Martin Corp | $842.22万 | 0.10% | 13,935 | -738 | -5.0% | -$44.60万 | 减仓 |
| FTI | Technipfmc Plc | $839.51万 | 0.10% | 121,440 | -6,486 | -5.1% | -$44.84万 | 减仓 |
| PPG | PPG Industries Inc | $838.89万 | 0.10% | 78,489 | 1,922 | 2.5% | $20.54万 | 加仓 |
| SPG | Simon Property Group Inc | $835.00万 | 0.10% | 44,765 | -1,600 | -3.5% | -$29.84万 | 减仓 |
| AON | AON PLC Cl A | $833.22万 | 0.10% | 25,814 | -556 | -2.1% | -$17.95万 | 减仓 |
| KMI | Kinder Morgan Inc | $833.03万 | 0.10% | 248,444 | 12,883 | 5.5% | $43.20万 | 加仓 |
| TRV | Travelers Companies Inc | $823.02万 | 0.10% | 28,217 | -1,502 | -5.1% | -$43.81万 | 减仓 |
| TEL | TE Connectivity PLC | $820.44万 | 0.10% | 39,252 | -2,205 | -5.3% | -$46.09万 | 减仓 |
| MO | Altria Group Inc | $813.77万 | 0.10% | 123,317 | -5,993 | -4.6% | -$39.55万 | 减仓 |
| SBUX | Starbucks Corp | $808.57万 | 0.09% | 90,252 | -2,961 | -3.2% | -$26.53万 | 减仓 |