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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | $1,478.35万 | 0.17% | 39,951 | -7,504 | -15.8% | -$277.68万 | 减仓 |
| GD | General Dynamics Corp | $1,477.23万 | 0.17% | 41,701 | -1,808 | -4.2% | -$64.05万 | 减仓 |
| UBER | Uber Technologies Inc | $1,462.88万 | 0.16% | 202,727 | -18,172 | -8.2% | -$131.13万 | 减仓 |
| EMR | Emerson Electric Co | $1,456.16万 | 0.16% | 101,722 | -9,595 | -8.6% | -$137.35万 | 减仓 |
| TGT | Target Corp | $1,450.88万 | 0.16% | 111,085 | -8,912 | -7.4% | -$116.40万 | 减仓 |
| SHW | Sherwin Williams Co | $1,443.31万 | 0.16% | 41,918 | -2,533 | -5.7% | -$87.22万 | 减仓 |
| BA | Boeing Co | $1,441.15万 | 0.16% | 66,575 | -5,201 | -7.2% | -$112.59万 | 减仓 |
| BLK | BlackRock Inc | $1,428.42万 | 0.16% | 14,855 | -1,101 | -6.9% | -$105.87万 | 减仓 |
| COP | Conocophillips | $1,384.15万 | 0.15% | 133,143 | -12,374 | -8.5% | -$128.64万 | 减仓 |
| COF | Capital One Financial Corp | $1,375.76万 | 0.15% | 68,575 | -5,867 | -7.9% | -$117.70万 | 减仓 |
| BKNG | Booking Holdings Inc | $1,374.75万 | 0.15% | 77,129 | -7,971 | -9.4% | -$142.08万 | 减仓 |
| APD | Air Prods & Chems Inc | $1,356.30万 | 0.15% | 46,262 | -3,546 | -7.1% | -$103.96万 | 减仓 |
| EQIX | Equinix Inc Common Stock REIT | $1,353.98万 | 0.15% | 12,989 | -667 | -4.9% | -$69.53万 | 减仓 |
| CRM | Salesforce Inc | $1,322.17万 | 0.15% | 84,397 | -15,805 | -15.8% | -$247.60万 | 减仓 |
| CTAS | Cintas Corp | $1,321.23万 | 0.15% | 77,683 | -3,074 | -3.8% | -$52.28万 | 减仓 |
| MCK | Mckesson Corp | $1,282.39万 | 0.14% | 16,972 | -1,403 | -7.6% | -$106.01万 | 减仓 |
| PGR | Progressive Corp Ohio | $1,281.23万 | 0.14% | 58,651 | -4,044 | -6.5% | -$88.34万 | 减仓 |
| SO | Southern Co | $1,275.41万 | 0.14% | 133,258 | -6,889 | -4.9% | -$65.93万 | 减仓 |
| APP | Applovin Corp Cl A | $1,268.81万 | 0.14% | 24,626 | -1,907 | -7.2% | -$98.25万 | 减仓 |
| FAST | Fastenal Co | $1,266.86万 | 0.14% | 263,765 | -20,010 | -7.1% | -$96.11万 | 减仓 |
| PFE | Pfizer Inc | $1,265.33万 | 0.14% | 525,468 | -37,858 | -6.7% | -$91.16万 | 减仓 |
| ED | Consolidated Edison Inc | $1,247.68万 | 0.14% | 112,780 | -6,259 | -5.3% | -$69.24万 | 减仓 |
| ADM | Archer Daniels Midland Co | $1,220.18万 | 0.14% | 159,710 | -13,762 | -7.9% | -$105.14万 | 减仓 |
| CINF | Cincinnati Financial Corp | $1,214.49万 | 0.14% | 65,599 | -1,356 | -2.0% | -$25.10万 | 减仓 |
| DUK | Duke Energy Corp | $1,210.54万 | 0.14% | 95,634 | -5,575 | -5.5% | -$70.57万 | 减仓 |
| PH | Parker Hannifin Corp | $1,205.80万 | 0.13% | 12,328 | -922 | -7.0% | -$90.18万 | 减仓 |
| DELL | Dell Technologies Inc Cl C | $1,190.47万 | 0.13% | 27,592 | -3,569 | -11.5% | -$153.99万 | 减仓 |
| CI | Cigna Group | $1,172.78万 | 0.13% | 42,541 | -1,322 | -3.0% | -$36.45万 | 减仓 |
| ELV | Elevance Health Inc | $1,168.77万 | 0.13% | 30,222 | -1,901 | -5.9% | -$73.52万 | 减仓 |
| SYY | Sysco Corp | $1,164.79万 | 0.13% | 139,363 | -24,222 | -14.8% | -$202.45万 | 减仓 |
| VRT | Vertiv Holdings Co | $1,162.93万 | 0.13% | 34,733 | -2,600 | -7.0% | -$87.05万 | 减仓 |
| PNC | PNC Financial Services Group I | $1,153.73万 | 0.13% | 46,858 | -557 | -1.2% | -$13.71万 | 减仓 |
| WST | West Pharmaceutical Svsc Inc | $1,149.61万 | 0.13% | 32,023 | 763 | 2.4% | $27.39万 | 加仓 |
| DHR | Danaher Corporation | $1,135.72万 | 0.13% | 59,624 | -4,533 | -7.1% | -$86.34万 | 减仓 |
| BNY | Bank New York Mellon Corp | $1,131.50万 | 0.13% | 78,245 | -5,454 | -6.5% | -$78.87万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $1,118.57万 | 0.13% | 194,129 | -13,333 | -6.4% | -$76.82万 | 减仓 |
| USB | US Bancorp Del | $1,099.42万 | 0.12% | 182,024 | -1,893 | -1.0% | -$11.43万 | 减仓 |
| PWR | Quanta Services Inc | $1,095.69万 | 0.12% | 15,217 | -1,117 | -6.8% | -$80.43万 | 减仓 |
| CHRW | C H Robinson Worldwide Inc | $1,088.49万 | 0.12% | 57,794 | -2,406 | -4.0% | -$45.31万 | 减仓 |
| VRTX | Vertex Pharmaceuticals Inc | $1,077.16万 | 0.12% | 21,685 | -1,682 | -7.2% | -$83.55万 | 减仓 |
| CMCSA | Comcast Corp Cl A | $1,073.41万 | 0.12% | 437,235 | -27,487 | -5.9% | -$67.48万 | 减仓 |
| TT | Trane Technologies Plc | $1,072.65万 | 0.12% | 21,839 | -1,621 | -6.9% | -$79.62万 | 减仓 |
| EXPD | Expeditors Intl Wash Inc | $1,071.83万 | 0.12% | 65,765 | 2,223 | 3.5% | $36.23万 | 加仓 |
| ATO | Atmos Energy Corp | $1,068.79万 | 0.12% | 62,042 | -4,601 | -6.9% | -$79.26万 | 减仓 |
| CMI | Cummins Inc | $1,056.37万 | 0.12% | 14,812 | -1,118 | -7.0% | -$79.73万 | 减仓 |
| BEN | Franklin Resources Inc | $1,049.48万 | 0.12% | 315,443 | -5,196 | -1.6% | -$17.29万 | 减仓 |
| MPC | Marathon Petroleum Corp | $1,043.92万 | 0.12% | 40,831 | -3,705 | -8.3% | -$94.73万 | 减仓 |
| HWM | Howmet Aerospace Inc | $1,038.27万 | 0.12% | 38,618 | -3,046 | -7.3% | -$81.89万 | 减仓 |
| NEM | Newmont Corporation | $1,033.33万 | 0.12% | 110,635 | -10,201 | -8.4% | -$95.28万 | 减仓 |
| VLO | Valero Energy Corp | $1,028.43万 | 0.12% | 39,488 | -4,525 | -10.3% | -$117.85万 | 减仓 |
| KVUE | Kenvue Inc | $1,020.16万 | 0.11% | 533,838 | -18,672 | -3.4% | -$35.68万 | 减仓 |
| FRT | Federal Realty Inv Tr New | $1,018.47万 | 0.11% | 82,508 | 2,521 | 3.2% | $31.12万 | 加仓 |
| SPG | Simon Property Group Inc | $1,017.94万 | 0.11% | 45,515 | 750 | 1.7% | $16.77万 | 加仓 |
| AMT | American Tower Corporation | $1,016.97万 | 0.11% | 62,173 | -3,497 | -5.3% | -$57.20万 | 减仓 |
| KMB | Kimberly Clark Corp | $1,013.95万 | 0.11% | 92,371 | -3,462 | -3.6% | -$38.00万 | 减仓 |
| CSX | CSX Corp | $1,000.71万 | 0.11% | 210,543 | -33,086 | -13.6% | -$157.26万 | 减仓 |
| NOW | Servicenow Inc | $988.09万 | 0.11% | 99,526 | -7,890 | -7.3% | -$78.33万 | 减仓 |
| DOV | Dover Corp | $984.64万 | 0.11% | 43,902 | -3,165 | -6.7% | -$70.99万 | 减仓 |
| NDSN | Nordson Corp | $982.00万 | 0.11% | 32,550 | 473 | 1.5% | $14.27万 | 加仓 |
| CDNS | Cadence Design System Inc | $981.50万 | 0.11% | 26,151 | -1,743 | -6.2% | -$65.42万 | 减仓 |
| JCI | Johnson Controls Intl Plc | $971.23万 | 0.11% | 66,473 | -5,130 | -7.2% | -$74.95万 | 减仓 |
| ESS | Essex Property Trust Inc | $970.91万 | 0.11% | 33,297 | 1,096 | 3.4% | $31.96万 | 加仓 |
| WM | Waste Management Inc | $967.88万 | 0.11% | 43,426 | -2,745 | -5.9% | -$61.18万 | 减仓 |
| GM | General Motors Co | $955.42万 | 0.11% | 123,952 | -11,558 | -8.5% | -$89.09万 | 减仓 |
| WMB | Williams Cos Inc | $954.69万 | 0.11% | 128,423 | -1,142 | -0.9% | -$8.49万 | 减仓 |
| TROW | Price T Rowe Group Inc | $939.67万 | 0.11% | 82,652 | -2,426 | -2.9% | -$27.58万 | 减仓 |
| MMM | 3M Co | $938.96万 | 0.11% | 57,993 | -4,568 | -7.3% | -$73.96万 | 减仓 |
| UPS | United Parcel Service Inc Cl B | $932.64万 | 0.10% | 86,757 | -5,770 | -6.2% | -$62.03万 | 减仓 |
| ES | Eversource Energy | $926.97万 | 0.10% | 128,265 | -4,493 | -3.4% | -$32.47万 | 减仓 |
| FCX | Freeport-Mcmoran Inc Cl B | $926.51万 | 0.10% | 147,323 | -11,512 | -7.2% | -$72.40万 | 减仓 |
| AEP | American Electric Power Co Inc | $917.76万 | 0.10% | 67,083 | -4,327 | -6.1% | -$59.20万 | 减仓 |
| PPG | PPG Industries Inc | $916.48万 | 0.10% | 75,561 | -2,928 | -3.7% | -$35.51万 | 减仓 |
| FTNT | Fortinet Inc | $916.10万 | 0.10% | 59,634 | -5,753 | -8.8% | -$88.38万 | 减仓 |
| CHD | Church & Dwight Inc | $901.35万 | 0.10% | 93,038 | -3,815 | -3.9% | -$36.96万 | 减仓 |
| CME | Cme Group Inc | $887.47万 | 0.10% | 40,188 | -2,517 | -5.9% | -$55.58万 | 减仓 |
| BDX | Becton Dickinson & Co | $880.45万 | 0.10% | 58,181 | -2,621 | -4.3% | -$39.66万 | 减仓 |
| NSC | Norfolk Southern Corp | $879.61万 | 0.10% | 27,961 | -1,662 | -5.6% | -$52.28万 | 减仓 |
| TRV | Travelers Companies Inc | $878.30万 | 0.10% | 26,606 | -1,611 | -5.7% | -$53.18万 | 减仓 |
| DLR | Digital Realty Trust Inc | $876.06万 | 0.10% | 48,784 | 1,382 | 2.9% | $24.82万 | 加仓 |
| SWK | Stanley Black & Decker Inc | $873.03万 | 0.10% | 92,757 | -182 | -0.2% | -$1.71万 | 减仓 |
| TWLO | Twilio Inc Cl A | $871.00万 | 0.10% | 42,214 | -2,619 | -5.8% | -$54.04万 | 减仓 |
| CRS | Carpenter Technology Corp | $859.02万 | 0.10% | 13,926 | -916 | -6.2% | -$56.50万 | 减仓 |
| ORLY | O'reilly Automotive Inc | $844.23万 | 0.09% | 91,674 | -7,554 | -7.6% | -$69.56万 | 减仓 |
| ADBE | Adobe Inc | $841.28万 | 0.09% | 41,034 | -2,832 | -6.5% | -$58.06万 | 减仓 |
| TMUS | T Mobile Us Inc | $840.83万 | 0.09% | 50,130 | -3,506 | -6.5% | -$58.81万 | 减仓 |
| ACN | Accenture Plc Ireland Class A | $840.80万 | 0.09% | 67,567 | -3,342 | -4.7% | -$41.59万 | 减仓 |
| BX | Blackstone Inc | $839.16万 | 0.09% | 71,315 | -5,361 | -7.0% | -$63.08万 | 减仓 |
| MRSH | Marsh Com | $837.59万 | 0.09% | 50,255 | -7,315 | -12.7% | -$121.92万 | 减仓 |
| FDX | Fedex Corp | $835.24万 | 0.09% | 26,674 | -1,945 | -6.8% | -$60.90万 | 减仓 |
| SBUX | Starbucks Corp | $834.55万 | 0.09% | 81,666 | -8,586 | -9.5% | -$87.74万 | 减仓 |
| BSX | Boston Scientific Corp | $830.48万 | 0.09% | 194,582 | -3,448 | -1.7% | -$14.72万 | 减仓 |
| MKSI | Mks Inc | $830.44万 | 0.09% | 18,670 | -1,140 | -5.8% | -$50.71万 | 减仓 |
| ROP | Roper Technologies Inc | $812.80万 | 0.09% | 24,020 | -3,265 | -12.0% | -$110.48万 | 减仓 |
| AMCR | Amcor PLC | $810.27万 | 0.09% | 186,914 | -10,052 | -5.1% | -$43.58万 | 减仓 |
| PSX | Phillips 66 | $802.46万 | 0.09% | 47,469 | -4,474 | -8.6% | -$75.63万 | 减仓 |
| MAR | Marriott Intl Inc Cl A | $798.65万 | 0.09% | 21,551 | -1,699 | -7.3% | -$62.96万 | 减仓 |
| SNPS | Synopsys Inc | $798.15万 | 0.09% | 17,893 | -1,243 | -6.5% | -$55.45万 | 减仓 |
| MO | Altria Group Inc | $789.46万 | 0.09% | 109,723 | -13,594 | -11.0% | -$97.81万 | 减仓 |
| NVT | NVent Electric Plc | $780.24万 | 0.09% | 46,002 | -3,024 | -6.2% | -$51.29万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $779.28万 | 0.09% | 63,300 | -4,856 | -7.1% | -$59.78万 | 减仓 |