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
WPC Wp Carey Inc $498.40万0.06%73,338 -3,373-4.4% -$22.92万 减仓
ITT Itt Inc $496.78万0.06%26,073 -881-3.3% -$16.79万 减仓
— Electronic Arts Inc $492.99万0.06%24,181 -840-3.4% -$17.13万 减仓
CARR Carrier Global Corporation $491.67万0.06%87,315 -3,667-4.0% -$20.65万 减仓
FDS Factset Research Systems Inc $491.50万0.06%22,651 2,73513.7% $59.35万 加仓
MET Metlife Inc $490.85万0.06%69,408 -2,095-2.9% -$14.82万 减仓
PYPL Paypal Holdings Inc $487.09万0.06%107,692 -2,446-2.2% -$11.06万 减仓
EBAY Ebay Inc $486.47万0.06%53,447 -2,046-3.7% -$18.62万 减仓
FIX Comfort Systems Usa Inc $485.00万0.06%3,517 -122-3.4% -$16.82万 减仓
HIG Hartford Ins Group Inc $483.93万0.06%35,786 -776-2.1% -$10.49万 减仓
ILMN Illumina Inc $483.14万0.06%39,197 -2,413-5.8% -$29.74万 减仓
VICI Vici Properties Inc $482.76万0.06%176,707 1,3700.8% $3.74万 加仓
TER Teradyne Inc $480.15万0.06%16,196 -579-3.5% -$17.17万 减仓
LITE Lumentum Holdings Inc $478.16万0.06%6,804 -15,281-69.2% -$1,073.89万 减仓
ASML Asml Holding Nv Ny Reg Shs $476.03万0.06%3,604 210.6% $2.77万 加仓
BWXT Bwx Technologies Inc Com $470.88万0.06%23,027 -1,468-6.0% -$30.02万 减仓
SGI Somnigroup International Inc $466.65万0.05%63,129 -3,182-4.8% -$23.52万 减仓
MNST Monster Beverage Corp $464.41万0.05%64,092 7,23212.7% $52.40万 加仓
PR Permian Resources Corp Class A $463.28万0.05%217,301 1,7750.8% $3.78万 加仓
APG Api Group Corp $462.63万0.05%114,173 -1,854-1.6% -$7.51万 减仓
MKSI Mks Inc $455.25万0.05%19,810 -1,005-4.8% -$23.10万 减仓
CBRE Cbre Group Inc Cl A $454.93万0.05%33,584 -1,274-3.7% -$17.26万 减仓
WAB Wabtec Corp $453.92万0.05%18,163 -761-4.0% -$19.02万 减仓
AMP Ameriprise Financial Inc $449.62万0.05%10,118 -542-5.1% -$24.09万 减仓
JLL Jones Lang Lasalle Inc $445.59万0.05%14,642 -727-4.7% -$22.12万 减仓
EWBC East West Bancorp Inc $443.33万0.05%41,526 -2,076-4.8% -$22.16万 减仓
DHI D R Horton Inc $442.68万0.05%32,260 -1,413-4.2% -$19.39万 减仓
SPOT Spotify $439.57万0.05%9,065 1421.6% $6.89万 加仓
DOW Dow Inc $438.74万0.05%105,339 -914-0.9% -$3.81万 减仓
CLH Clean Harbors Inc $438.27万0.05%15,285 -734-4.6% -$21.05万 减仓
TLN Talen Energy Corp $438.21万0.05%13,727 -454-3.2% -$14.49万 减仓
DAL Delta Air Lines Inc $436.32万0.05%65,632 -2,286-3.4% -$15.20万 减仓
DTE DTE Energy Co $432.18万0.05%29,557 -603-2.0% -$8.82万 减仓
CMG Chipotle Mexican Grill Inc $429.47万0.05%134,168 -7,882-5.5% -$25.23万 减仓
THC Tenet Healthcare Corp $429.18万0.05%22,743 -1,233-5.1% -$23.27万 减仓
ROK Rockwell Automation Inc $429.11万0.05%11,957 -365-3.0% -$13.10万 减仓
GGG Graco Inc $428.52万0.05%50,623 -2,532-4.8% -$21.43万 减仓
AEE Ameren Corp $428.37万0.05%38,971 -25-0.1% -$2,748 减仓
CVNA Carvana Co Cl A $426.65万0.05%13,571 -292-2.1% -$9.18万 减仓
PCG PG&E Corp $425.86万0.05%242,379 -8,442-3.4% -$14.83万 减仓
RMD Resmed Inc $425.37万0.05%18,949 -351-1.8% -$7.88万 减仓
MCHP Microchip Technology Inc $423.74万0.05%65,584 -3,693-5.3% -$23.86万 减仓
OHI Omega Healthcare Investors $423.25万0.05%96,589 -4,515-4.5% -$19.78万 减仓
CSL Carlisle Cos Inc $422.27万0.05%12,657 -874-6.5% -$29.16万 减仓
MTSI Macom Technology Solutions Hol $421.64万0.05%18,987 -796-4.0% -$17.68万 减仓
LECO Lincoln Electric Holdings Inc $417.67万0.05%16,769 -812-4.6% -$20.22万 减仓
WCC Wesco Intl Inc $416.73万0.05%15,230 -739-4.6% -$20.22万 减仓
PPL Ppl Corp $415.85万0.05%108,862 -2,671-2.4% -$10.20万 减仓
PRU Prudential Financial Inc $414.90万0.05%42,471 -1,365-3.1% -$13.33万 减仓
COHR Coherent Corp $414.80万0.05%17,413 -31,210-64.2% -$743.45万 减仓
CNP Centerpoint Energy Inc $413.02万0.05%95,694 -1,216-1.3% -$5.25万 减仓
DKS Dicks Sporting Goods Inc $412.40万0.05%20,798 -979-4.5% -$19.41万 减仓
IRM Iron Mountain Inc $407.68万0.05%39,914 -1,292-3.1% -$13.20万 减仓
TRU Transunion $407.07万0.05%58,834 -3,317-5.3% -$22.95万 减仓
RGA Reinsurance Group Of America I $406.50万0.05%19,911 -964-4.6% -$19.68万 减仓
NBIX Neurocrine Biosciences Inc $404.40万0.05%30,697 -1,349-4.2% -$17.77万 减仓
DTM DT Midstream Inc $403.54万0.05%29,965 -1,614-5.1% -$21.74万 减仓
SNX Td Synnex Corporation $402.37万0.05%23,850 -1,273-5.1% -$21.48万 减仓
EQT Equity Corp $402.01万0.05%63,169 -2,267-3.5% -$14.43万 减仓
TOL Toll Brothers Inc $401.49万0.05%29,420 -1,878-6.0% -$25.63万 减仓
NYT New York Times Co Cl A $398.50万0.05%47,593 -2,479-5.0% -$20.76万 减仓
MSCI MSCI Inc $398.14万0.05%7,386 -530-6.7% -$28.57万 减仓
STT State Street Corp $396.93万0.05%31,363 -1,246-3.8% -$15.77万 减仓
ELS Equity Lifestyle Properties In $396.33万0.05%63,494 -3,192-4.8% -$19.92万 减仓
OKTA Okta Inc Cl A $395.33万0.05%50,226 -2,236-4.3% -$17.60万 减仓
— Avalonbay Communities Inc $395.03万0.05%24,183 -159-0.7% -$2.60万 减仓
GLPI Gaming & Leisure Pptys Inc Com $393.77万0.05%88,747 -4,301-4.6% -$19.08万 减仓
CBOE Cboe Global Markets Inc $393.02万0.05%13,983 -504-3.5% -$14.17万 减仓
BJ Bjs Whsl Club Holdings Inc $392.53万0.05%39,883 -2,158-5.1% -$21.24万 减仓
WTW Willis Towers Watson Pub LTD $392.07万0.05%13,487 -103-0.8% -$2.99万 减仓
PEN Penumbra Inc $391.71万0.05%11,929 -571-4.6% -$18.75万 减仓
WSO Watsco Inc $390.56万0.05%10,736 -494-4.4% -$17.97万 减仓
FE Firstenergy Corp $390.16万0.05%77,015 -2,762-3.5% -$13.99万 减仓
RNR Renaissancere Holdings LTD $390.00万0.05%13,121 -1,386-9.6% -$41.20万 减仓
ODFL Old Dominion Freight Line Inc $389.88万0.05%19,953 -541-2.6% -$10.57万 减仓
GRMN Garmin LTD $387.23万0.05%16,690 -758-4.3% -$17.59万 减仓
RPM Rpm Intl Inc $386.54万0.05%38,887 -1,964-4.8% -$19.52万 减仓
AR Antero Resources Corp $383.57万0.05%90,379 -4,348-4.6% -$18.45万 减仓
KB Kb Finl Group Inc Sponsored Ad $383.09万0.04%38,413 00.0% — 不变
NDAQ Nasdaq Inc $383.03万0.04%45,121 -1,792-3.8% -$15.21万 减仓
FANG Diamondback Energy Inc $382.96万0.04%19,362 -536-2.7% -$10.60万 减仓
RRX Regal Beloit Corp $382.66万0.04%20,435 -1,047-4.9% -$19.61万 减仓
PNFP Pinnacle Financial Partners In $382.49万0.04%44,403 -2,053-4.4% -$17.68万 减仓
CG Carlyle Group Inc $380.44万0.04%78,619 -3,750-4.6% -$18.15万 减仓
ROIV Roivant Sciences Ltd $379.36万0.04%136,954 -2,598-1.9% -$7.20万 减仓
COIN Coinbase Global Inc Cl A $378.69万0.04%21,688 -848-3.8% -$14.81万 减仓
MLI Mueller Industries Inc $377.22万0.04%34,045 -1,699-4.8% -$18.82万 减仓
DDOG Datadog Inc Cl A $376.86万0.04%31,924 -646-2.0% -$7.63万 减仓
GWRE Guidewire Software Inc $375.29万0.04%25,093 -1,275-4.8% -$19.07万 减仓
CTSH Cognizant Technology Solutions $374.22万0.04%60,998 -1,820-2.9% -$11.17万 减仓
LSCC Lattice Semiconductor Corp $374.21万0.04%40,342 -2,068-4.9% -$19.18万 减仓
FIVE Five Below Inc $373.52万0.04%16,348 -815-4.7% -$18.62万 减仓
ELAN Elanco Animal Health Inc $373.38万0.04%156,029 -8,370-5.1% -$20.03万 减仓
SOLS Solstice Advanced Materials In $373.34万0.04%49,020 3,6998.2% $28.17万 加仓
HPE Hewlett Packard Enterprise Co $372.73万0.04%156,543 -5,658-3.5% -$13.47万 减仓
STRL Sterling Infrastucture, Inc $372.53万0.04%9,147 -462-4.8% -$18.82万 减仓
VMC Vulcan Materials Co $372.08万0.04%13,664 -474-3.4% -$12.91万 减仓
DVN Devon Energy Corp $370.03万0.04%73,535 -3,400-4.4% -$17.11万 减仓
EXR Extra Space Storage $369.68万0.04%28,192 -791-2.7% -$10.37万 减仓
EME Emcor Group Inc $368.79万0.04%4,995 -117-2.3% -$8.64万 减仓