13F 机构持仓

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS MI · SEC CIK 0001858789

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.8%
MSFT 3.1%
AMZN 2.6%
GOOGL 2.3%
AVGO 1.9%
GOOG 1.8%
MU 1.5%
META 1.4%
TSLA 1.3%

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
UGP Ultrapar Participacoes S A Spo $00.00%0 -17,210-100.0% -$9.48万 清仓
TKC Turkcell Iletisim Hizmet New $00.00%0 -15,522-100.0% -$9.36万 清仓
TWI Titan Intl Inc Il $00.00%0 -12,526-100.0% -$8.66万 清仓
GGB Gerdau S A Sponsored Adr $00.00%0 -22,284-100.0% -$8.04万 清仓
GOGO Gogo Inc $00.00%0 -19,910-100.0% -$8.00万 清仓
— Nidec Corp Sponsored Adr $00.00%0 -22,256-100.0% -$6.88万 清仓
— Grifols $00.00%0 -13,202-100.0% -$6.81万 清仓
CIG Companhia Energetica De Minas $00.00%0 -23,272-100.0% -$5.56万 清仓
— Sony Financial Group Inc Unspo $00.00%0 -10,917-100.0% -$4.92万 清仓
— Unicharm Corp Sponsored Adr $00.00%0 -15,869-100.0% -$4.64万 清仓
— Bank Asya $00.00%0 -24,175-100.0% -$1.43万 清仓
— Gazprom Sponsored Adr Pjsc Gaz $00.00%0 -85,275-100.0% -$9 清仓
— Rushydro Pjsc - Adr $00.00%0 -65,228-100.0% -$7 清仓
— Surgutneftegaz-Sp Adr $00.00%0 -52,561-100.0% -$5 清仓
— Gazprom Neft Spons Adr $00.00%0 -14,689-100.0% -$1 清仓
— Mobile Telesystems Pjsc Adr $00.00%0 -15,649-100.0% — 清仓
— wtus756CNT929 $00.00%0 -28,875-100.0% — 清仓
— Frac Rayonier Inc Rt $00.00%50,000 00.0% — 不变