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 |
|---|---|---|---|---|---|---|---|---|
| — | Warner Bros Discovery Inc Com | $794.00万 | 0.09% | 289,148 | -14,955 | -4.9% | -$41.07万 | 减仓 |
| UTHR | United Therapeutics Corp | $793.41万 | 0.09% | 13,380 | -659 | -4.7% | -$39.08万 | 减仓 |
| WST | West Pharmaceutical Svsc Inc | $783.49万 | 0.09% | 31,260 | 2,641 | 9.2% | $66.19万 | 加仓 |
| AMCR | Amcor PLC | $782.94万 | 0.09% | 196,966 | 10,165 | 5.4% | $40.41万 | 加仓 |
| ESS | Essex Property Trust Inc | $779.28万 | 0.09% | 32,201 | -22 | -0.1% | -$5,324 | 减仓 |
| CDNS | Cadence Design System Inc | $775.09万 | 0.09% | 27,894 | -1,068 | -3.7% | -$29.68万 | 减仓 |
| TROW | Price T Rowe Group Inc | $766.89万 | 0.09% | 85,078 | 3,276 | 4.0% | $29.53万 | 加仓 |
| MAR | Marriott Intl Inc Cl A | $760.43万 | 0.09% | 23,250 | -1,217 | -5.0% | -$39.80万 | 减仓 |
| PNR | Pentair Plc | $758.76万 | 0.09% | 87,104 | -4,223 | -4.6% | -$36.79万 | 减仓 |
| SNPS | Synopsys Inc | $758.70万 | 0.09% | 19,136 | -324 | -1.7% | -$12.85万 | 减仓 |
| BEN | Franklin Resources Inc | $757.35万 | 0.09% | 320,639 | -9,228 | -2.8% | -$21.80万 | 减仓 |
| LHX | L3Harris Technologies Inc | $751.74万 | 0.09% | 21,780 | -1,355 | -5.9% | -$46.77万 | 减仓 |
| MDLZ | Mondelez Intl Inc Cl A | $743.67万 | 0.09% | 129,020 | -4,889 | -3.7% | -$28.18万 | 减仓 |
| FLEX | Flex LTD | $741.20万 | 0.09% | 113,229 | -6,082 | -5.1% | -$39.81万 | 减仓 |
| ROST | Ross Stores Inc | $739.52万 | 0.09% | 34,137 | -1,585 | -4.4% | -$34.34万 | 减仓 |
| SRE | Sempra | $738.24万 | 0.09% | 75,974 | -2,775 | -3.5% | -$26.96万 | 减仓 |
| HLT | Hilton Worldwide Holdings Inc | $737.70万 | 0.09% | 24,260 | -1,282 | -5.0% | -$38.98万 | 减仓 |
| REGN | Regeneron Pharmaceuticals | $726.13万 | 0.09% | 9,398 | -308 | -3.2% | -$23.80万 | 减仓 |
| HCA | Hca Healthcare Inc | $726.00万 | 0.09% | 15,341 | -868 | -5.4% | -$41.08万 | 减仓 |
| EXC | Exelon Corp | $724.40万 | 0.09% | 147,777 | -1,532 | -1.0% | -$7.51万 | 减仓 |
| NKE | Nike Inc Cl B | $721.13万 | 0.08% | 136,527 | -2,863 | -2.1% | -$15.12万 | 减仓 |
| RCL | Royal Caribbean Cruises LTD | $704.52万 | 0.08% | 25,602 | -1,188 | -4.4% | -$32.69万 | 减仓 |
| MCO | Moodys Corp | $699.33万 | 0.08% | 16,030 | -537 | -3.2% | -$23.43万 | 减仓 |
| BRO | Brown & Brown Inc | $697.36万 | 0.08% | 106,941 | 3,617 | 3.5% | $23.59万 | 加仓 |
| TDG | Transdigm Group Inc | $696.77万 | 0.08% | 6,012 | -243 | -3.9% | -$28.16万 | 减仓 |
| D | Dominion Energy Inc | $695.73万 | 0.08% | 112,542 | -2,284 | -2.0% | -$14.12万 | 减仓 |
| AOS | Smith A O Corp | $693.97万 | 0.08% | 105,243 | -94 | -0.1% | -$6,198 | 减仓 |
| TFC | Truist Financial Corp | $693.64万 | 0.08% | 150,889 | -6,336 | -4.0% | -$29.13万 | 减仓 |
| CRH | CRH PLC | $690.37万 | 0.08% | 65,674 | 38 | 0.1% | $3,995 | 加仓 |
| GPC | Genuine Parts Co | $687.96万 | 0.08% | 65,055 | -457 | -0.7% | -$4.83万 | 减仓 |
| EW | Edwards Lifesciences Corp | $686.97万 | 0.08% | 85,785 | 7,755 | 9.9% | $62.10万 | 加仓 |
| XPO | XPO Inc | $680.54万 | 0.08% | 34,980 | -1,825 | -5.0% | -$35.51万 | 减仓 |
| MDY | State Street Spdr S&P Midcap 4 | $679.18万 | 0.08% | 11,012 | 4,043 | 58.0% | $249.36万 | 加仓 |
| PCAR | Paccar Inc | $676.59万 | 0.08% | 58,579 | -3,119 | -5.1% | -$36.02万 | 减仓 |
| SJM | Smucker J M Co | $675.78万 | 0.08% | 70,073 | 3,617 | 5.4% | $34.88万 | 加仓 |
| CLX | Clorox Co | $670.82万 | 0.08% | 64,732 | 1,607 | 2.5% | $16.65万 | 加仓 |
| ZTS | Zoetis Inc Cl A | $670.68万 | 0.08% | 56,737 | -2,911 | -4.9% | -$34.41万 | 减仓 |
| CTVA | Corteva Inc | $668.50万 | 0.08% | 79,859 | -3,431 | -4.1% | -$28.72万 | 减仓 |
| SWK | Stanley Black & Decker Inc | $660.42万 | 0.08% | 92,939 | -1,559 | -1.6% | -$11.08万 | 减仓 |
| ALL | Allstate Corp | $657.37万 | 0.08% | 31,705 | -1,603 | -4.8% | -$33.24万 | 减仓 |
| BKR | Baker Hughes Company Cl A | $649.98万 | 0.08% | 106,467 | -4,302 | -3.9% | -$26.26万 | 减仓 |
| AZO | Autozone Inc | $649.88万 | 0.08% | 1,924 | -97 | -4.8% | -$32.76万 | 减仓 |
| F | Ford Motor Co | $648.11万 | 0.08% | 561,621 | -21,668 | -3.7% | -$25.00万 | 减仓 |
| PSA | Public Storage Inc | $646.28万 | 0.08% | 23,859 | -465 | -1.9% | -$12.60万 | 减仓 |
| CW | Curtiss Wright Corp | $642.02万 | 0.08% | 9,426 | -623 | -6.2% | -$42.43万 | 减仓 |
| XEL | Xcel Energy Inc | $641.65万 | 0.08% | 80,771 | -1,602 | -1.9% | -$12.73万 | 减仓 |
| ETR | Entergy Corp | $640.86万 | 0.08% | 57,036 | 6,028 | 11.8% | $67.73万 | 加仓 |
| WWD | Woodward Inc | $636.78万 | 0.07% | 17,791 | -998 | -5.3% | -$35.72万 | 减仓 |
| USFD | Us Foods Holding Corp | $631.02万 | 0.07% | 68,433 | -4,119 | -5.7% | -$37.98万 | 减仓 |
| NOC | Northrop Grumman Corp | $618.25万 | 0.07% | 9,062 | -622 | -6.4% | -$42.44万 | 减仓 |
| BURL | Burlington Stores Inc | $612.92万 | 0.07% | 18,837 | -958 | -4.8% | -$31.17万 | 减仓 |
| RGLD | Royal Gold Inc | $609.06万 | 0.07% | 23,933 | -1,197 | -4.8% | -$30.46万 | 减仓 |
| MKC | Mccormick & Co Inc Non Vtg | $607.45万 | 0.07% | 120,430 | -4,471 | -3.6% | -$22.55万 | 减仓 |
| IDXX | Idexx Laboratories Inc | $603.98万 | 0.07% | 10,749 | -104 | -1.0% | -$5.84万 | 减仓 |
| MTZ | Mastec Inc | $602.91万 | 0.07% | 18,739 | -992 | -5.0% | -$31.92万 | 减仓 |
| VTR | Ventas Inc | $602.16万 | 0.07% | 73,632 | -2,074 | -2.7% | -$16.96万 | 减仓 |
| OKE | Oneok Inc | $595.75万 | 0.07% | 65,909 | -2,494 | -3.6% | -$22.54万 | 减仓 |
| ATI | Ati Inc | $588.76万 | 0.07% | 40,476 | -2,040 | -4.8% | -$29.67万 | 减仓 |
| HRL | Hormel Foods Corp | $587.05万 | 0.07% | 259,185 | 25,300 | 10.8% | $57.30万 | 加仓 |
| CRS | Carpenter Technology Corp | $585.00万 | 0.07% | 14,842 | -751 | -4.8% | -$29.60万 | 减仓 |
| AME | Ametek Inc | $583.27万 | 0.07% | 27,210 | 2,045 | 8.1% | $43.84万 | 加仓 |
| RSG | Republic Services Inc | $582.69万 | 0.07% | 26,605 | -1,387 | -5.0% | -$30.38万 | 减仓 |
| KR | Kroger Co | $581.08万 | 0.07% | 80,304 | -6,150 | -7.1% | -$44.50万 | 减仓 |
| NVT | NVent Electric Plc | $579.88万 | 0.07% | 49,026 | -2,567 | -5.0% | -$30.36万 | 减仓 |
| AJG | Gallagher Arthur J & Co | $572.98万 | 0.07% | 26,456 | -1,705 | -6.1% | -$36.93万 | 减仓 |
| KKR | KKR & Co Inc | $572.72万 | 0.07% | 61,916 | -1,901 | -3.0% | -$17.58万 | 减仓 |
| BF/B | Brown Forman Corp Cl B | $567.44万 | 0.07% | 214,615 | 20,138 | 10.4% | $53.24万 | 加仓 |
| TWLO | Twilio Inc Cl A | $564.09万 | 0.07% | 44,833 | -2,244 | -4.8% | -$28.23万 | 减仓 |
| CASY | Caseys General Stores Inc | $561.55万 | 0.07% | 7,715 | -624 | -7.5% | -$45.42万 | 减仓 |
| ERIE | Erie Indemnity Co Cl A | $560.40万 | 0.07% | 22,299 | 3,516 | 18.7% | $88.36万 | 加仓 |
| PEG | Public Service Enterprise Grou | $555.40万 | 0.07% | 68,610 | -1,074 | -1.5% | -$8.69万 | 减仓 |
| TRGP | Targa Resources Corp | $554.18万 | 0.07% | 22,102 | -1,396 | -5.9% | -$35.00万 | 减仓 |
| CIEN | Ciena Corp | $553.38万 | 0.06% | 14,254 | -30,605 | -68.2% | -$1,188.18万 | 减仓 |
| AIG | American Intl Group Inc | $551.88万 | 0.06% | 73,339 | -10,101 | -12.1% | -$76.01万 | 减仓 |
| FN | Fabrinet | $550.00万 | 0.06% | 10,546 | -533 | -4.8% | -$27.80万 | 减仓 |
| P | Everpure Inc | $549.23万 | 0.06% | 93,027 | -4,201 | -4.3% | -$24.80万 | 减仓 |
| DASH | Doordash Inc Cl A | $546.29万 | 0.06% | 36,383 | -770 | -2.1% | -$11.56万 | 减仓 |
| OXY | Occidental Petroleum Corp | $541.45万 | 0.06% | 83,300 | -1,832 | -2.2% | -$11.91万 | 减仓 |
| OVV | Ovintiv Inc | $537.39万 | 0.06% | 90,530 | 3,587 | 4.1% | $21.29万 | 加仓 |
| AA | Alcoa Corp | $537.33万 | 0.06% | 81,008 | -4,171 | -4.9% | -$27.67万 | 减仓 |
| RBA | Rb Global Inc | $536.97万 | 0.06% | 56,022 | -2,772 | -4.7% | -$26.57万 | 减仓 |
| MPWR | Monolithic Power Systems Inc | $535.52万 | 0.06% | 4,898 | -63 | -1.3% | -$6.89万 | 减仓 |
| ADSK | Autodesk Inc | $534.46万 | 0.06% | 22,325 | -818 | -3.5% | -$19.58万 | 减仓 |
| FTNT | Fortinet Inc | $534.34万 | 0.06% | 65,387 | -2,525 | -3.7% | -$20.63万 | 减仓 |
| HOOD | Robinhood Mkts Inc Cl A | $533.51万 | 0.06% | 76,986 | -1,440 | -1.8% | -$9.98万 | 减仓 |
| NXT | Nextpower Inc | $533.39万 | 0.06% | 44,246 | -2,206 | -4.7% | -$26.59万 | 减仓 |
| ABNB | Airbnb Inc Cl A | $531.31万 | 0.06% | 42,074 | -1,726 | -3.9% | -$21.80万 | 减仓 |
| APO | Apollo Global Mgmt Inc | $528.29万 | 0.06% | 47,414 | -1,469 | -3.0% | -$16.37万 | 减仓 |
| ENTG | Entegris Inc Com | $525.75万 | 0.06% | 44,844 | -2,226 | -4.7% | -$26.10万 | 减仓 |
| KEYS | Keysight Technologies Inc | $520.97万 | 0.06% | 18,450 | -864 | -4.5% | -$24.40万 | 减仓 |
| URI | United Rentals Inc | $519.85万 | 0.06% | 7,135 | -320 | -4.3% | -$23.31万 | 减仓 |
| NXPI | Nxp Semiconductors NV | $519.82万 | 0.06% | 26,406 | -890 | -3.3% | -$17.52万 | 减仓 |
| DELL | Dell Technologies Inc Cl C | $511.44万 | 0.06% | 31,161 | -1,465 | -4.5% | -$24.04万 | 减仓 |
| RBC | RBC Bearings Inc | $510.97万 | 0.06% | 9,408 | -424 | -4.3% | -$23.03万 | 减仓 |
| CCI | Crown Castle Inc | $510.77万 | 0.06% | 62,818 | -1,270 | -2.0% | -$10.33万 | 减仓 |
| NLY | Annaly Capital Management Inc | $509.68万 | 0.06% | 240,985 | 1,178 | 0.5% | $2.49万 | 加仓 |
| VST | Vistra Corp | $509.65万 | 0.06% | 33,902 | -1,149 | -3.3% | -$17.27万 | 减仓 |
| KSA | Ishares Msci Saudi Arbia | $507.90万 | 0.06% | 127,774 | -14,500 | -10.2% | -$57.64万 | 减仓 |
| RS | Reliance Inc | $506.62万 | 0.06% | 16,670 | -789 | -4.5% | -$23.98万 | 减仓 |
| WEC | Wec Energy Group Inc | $502.78万 | 0.06% | 43,429 | -850 | -1.9% | -$9.84万 | 减仓 |