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 |
|---|---|---|---|---|---|---|---|---|
| PEG | Public Service Enterprise Grou | $535.54万 | 0.06% | 65,986 | -2,624 | -3.8% | -$21.30万 | 减仓 |
| TTMI | Ttm Technologies Inc | $534.76万 | 0.06% | 28,594 | -1,737 | -5.7% | -$32.49万 | 减仓 |
| ERIE | Erie Indemnity Co Cl A | $533.97万 | 0.06% | 22,272 | -27 | -0.1% | -$6,473 | 减仓 |
| OKE | Oneok Inc | $533.57万 | 0.06% | 61,372 | -4,537 | -6.9% | -$39.44万 | 减仓 |
| KKR | KKR & Co Inc | $533.39万 | 0.06% | 58,116 | -3,800 | -6.1% | -$34.88万 | 减仓 |
| AZO | Autozone Inc | $532.44万 | 0.06% | 1,666 | -258 | -13.4% | -$82.46万 | 减仓 |
| ONTO | Onto Innovation Inc | $521.05万 | 0.06% | 13,768 | -850 | -5.8% | -$32.17万 | 减仓 |
| APO | Apollo Global Mgmt Inc | $520.69万 | 0.06% | 44,011 | -3,403 | -7.2% | -$40.26万 | 减仓 |
| NLY | Annaly Capital Management Inc | $519.96万 | 0.06% | 232,540 | -8,445 | -3.5% | -$18.88万 | 减仓 |
| AIG | American Intl Group Inc | $516.88万 | 0.06% | 69,352 | -3,987 | -5.4% | -$29.72万 | 减仓 |
| VST | Vistra Corp | $510.97万 | 0.06% | 32,211 | -1,691 | -5.0% | -$26.82万 | 减仓 |
| EWBC | East West Bancorp Inc | $502.87万 | 0.06% | 38,955 | -2,571 | -6.2% | -$33.19万 | 减仓 |
| WPC | Wp Carey Inc | $500.54万 | 0.06% | 70,006 | -3,332 | -4.5% | -$23.82万 | 减仓 |
| ITT | Itt Inc | $499.10万 | 0.06% | 25,237 | -836 | -3.2% | -$16.53万 | 减仓 |
| ROKU | Roku Inc Cl A | $498.92万 | 0.06% | 36,117 | 36,117 | — | $498.92万 | 新建仓 |
| NXT | Nextpower Inc | $495.65万 | 0.06% | 41,602 | -2,644 | -6.0% | -$31.50万 | 减仓 |
| TLN | Talen Energy Corp | $495.62万 | 0.06% | 12,898 | -829 | -6.0% | -$31.86万 | 减仓 |
| WCC | Wesco Intl Inc | $492.28万 | 0.06% | 14,251 | -979 | -6.4% | -$33.82万 | 减仓 |
| DVN | Devon Energy Corp | $491.75万 | 0.06% | 119,009 | 45,474 | 61.8% | $187.90万 | 加仓 |
| NBIX | Neurocrine Biosciences Inc | $488.40万 | 0.05% | 28,979 | -1,718 | -5.6% | -$28.95万 | 减仓 |
| STT | State Street Corp | $486.92万 | 0.05% | 28,710 | -2,653 | -8.5% | -$44.99万 | 减仓 |
| DHI | D R Horton Inc | $486.14万 | 0.05% | 29,846 | -2,414 | -7.5% | -$39.32万 | 减仓 |
| IRM | Iron Mountain Inc | $483.48万 | 0.05% | 38,277 | -1,637 | -4.1% | -$20.68万 | 减仓 |
| WEC | Wec Energy Group Inc | $482.04万 | 0.05% | 41,281 | -2,148 | -4.9% | -$25.08万 | 减仓 |
| CDE | Coeur Mining, Inc. | $465.86万 | 0.05% | 285,453 | 285,453 | — | $465.86万 | 新建仓 |
| SGI | Somnigroup International Inc | $465.83万 | 0.05% | 59,417 | -3,712 | -5.9% | -$29.10万 | 减仓 |
| — | Electronic Arts Inc | $465.51万 | 0.05% | 22,703 | -1,478 | -6.1% | -$30.31万 | 减仓 |
| VICI | Vici Properties Inc | $465.26万 | 0.05% | 175,241 | -1,466 | -0.8% | -$3.89万 | 减仓 |
| KSA | Ishares Msci Saudi Arbia | $464.61万 | 0.05% | 124,527 | -3,247 | -2.5% | -$12.11万 | 减仓 |
| EWJ | Ishares Msci Jpn Etf New | $462.71万 | 0.05% | 49,610 | -125,144 | -71.6% | -$1,167.22万 | 减仓 |
| ROIV | Roivant Sciences Ltd | $459.49万 | 0.05% | 129,836 | -7,118 | -5.2% | -$25.19万 | 减仓 |
| CCI | Crown Castle Inc | $457.38万 | 0.05% | 60,396 | -2,422 | -3.9% | -$18.34万 | 减仓 |
| RRX | Regal Beloit Corp | $456.77万 | 0.05% | 19,177 | -1,258 | -6.2% | -$29.96万 | 减仓 |
| HIG | Hartford Ins Group Inc | $456.73万 | 0.05% | 34,465 | -1,321 | -3.7% | -$17.51万 | 减仓 |
| APG | Api Group Corp | $456.41万 | 0.05% | 107,770 | -6,403 | -5.6% | -$27.12万 | 减仓 |
| SITM | Sitime Corp | $456.21万 | 0.05% | 6,119 | -353 | -5.5% | -$26.32万 | 减仓 |
| WAB | Wabtec Corp | $456.20万 | 0.05% | 16,921 | -1,242 | -6.8% | -$33.49万 | 减仓 |
| TOL | Toll Brothers Inc | $454.61万 | 0.05% | 27,594 | -1,826 | -6.2% | -$30.08万 | 减仓 |
| RGLD | Royal Gold Inc | $450.43万 | 0.05% | 22,566 | -1,367 | -5.7% | -$27.29万 | 减仓 |
| AXON | Axon Enterprise Inc | $446.25万 | 0.05% | 7,960 | -213 | -2.6% | -$11.94万 | 减仓 |
| OVV | Ovintiv Inc | $439.45万 | 0.05% | 83,467 | -7,063 | -7.8% | -$37.19万 | 减仓 |
| PYPL | Paypal Holdings Inc | $438.67万 | 0.05% | 101,590 | -6,102 | -5.7% | -$26.35万 | 减仓 |
| DKS | Dicks Sporting Goods Inc | $437.30万 | 0.05% | 19,281 | -1,517 | -7.3% | -$34.41万 | 减仓 |
| OHI | Omega Healthcare Investors | $437.01万 | 0.05% | 91,655 | -4,934 | -5.1% | -$23.53万 | 减仓 |
| AMP | Ameriprise Financial Inc | $435.02万 | 0.05% | 9,483 | -635 | -6.3% | -$29.13万 | 减仓 |
| — | Avalonbay Communities Inc | $433.84万 | 0.05% | 22,992 | -1,191 | -4.9% | -$22.47万 | 减仓 |
| PRU | Prudential Financial Inc | $432.00万 | 0.05% | 40,025 | -2,446 | -5.8% | -$26.40万 | 减仓 |
| CBRE | Cbre Group Inc Cl A | $429.24万 | 0.05% | 31,869 | -1,715 | -5.1% | -$23.10万 | 减仓 |
| DTE | DTE Energy Co | $429.15万 | 0.05% | 28,165 | -1,392 | -4.7% | -$21.21万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $428.51万 | 0.05% | 126,031 | -8,137 | -6.1% | -$27.67万 | 减仓 |
| ARMK | Aramark | $428.35万 | 0.05% | 75,282 | -4,729 | -5.9% | -$26.91万 | 减仓 |
| CSL | Carlisle Cos Inc | $428.35万 | 0.05% | 11,808 | -849 | -6.7% | -$30.80万 | 减仓 |
| LAMR | Lamar Advertising Co | $427.74万 | 0.05% | 27,423 | -1,571 | -5.4% | -$24.50万 | 减仓 |
| DY | Dycom Industries Inc | $425.81万 | 0.05% | 8,422 | -506 | -5.7% | -$25.58万 | 减仓 |
| CVNA | Carvana Co Cl A | $425.61万 | 0.05% | 64,662 | -3,193 | -4.7% | -$21.02万 | 减仓 |
| NOC | Northrop Grumman Corp | $425.22万 | 0.05% | 8,349 | -713 | -7.9% | -$36.31万 | 减仓 |
| CLH | Clean Harbors Inc | $424.52万 | 0.05% | 14,210 | -1,075 | -7.0% | -$32.12万 | 减仓 |
| PNFP | Pinnacle Financial Partners In | $423.78万 | 0.05% | 42,008 | -2,395 | -5.4% | -$24.16万 | 减仓 |
| WSO | Watsco Inc | $422.02万 | 0.05% | 10,127 | -609 | -5.7% | -$25.38万 | 减仓 |
| KR | Kroger Co | $419.59万 | 0.05% | 75,561 | -4,743 | -5.9% | -$26.34万 | 减仓 |
| JLL | Jones Lang Lasalle Inc | $419.42万 | 0.05% | 13,532 | -1,110 | -7.6% | -$34.40万 | 减仓 |
| MTB | M & T Bank Corp | $418.95万 | 0.05% | 17,602 | 1,441 | 8.9% | $34.30万 | 加仓 |
| AEE | Ameren Corp | $418.27万 | 0.05% | 37,002 | -1,969 | -5.1% | -$22.26万 | 减仓 |
| BWXT | Bwx Technologies Inc Com | $417.54万 | 0.05% | 21,451 | -1,576 | -6.8% | -$30.68万 | 减仓 |
| LECO | Lincoln Electric Holdings Inc | $416.44万 | 0.05% | 15,685 | -1,084 | -6.5% | -$28.78万 | 减仓 |
| TTWO | Take-Two Interactive Software | $416.34万 | 0.05% | 16,655 | -884 | -5.0% | -$22.10万 | 减仓 |
| UAL | United Airlines Holdings Inc | $415.46万 | 0.05% | 30,551 | -1,273 | -4.0% | -$17.31万 | 减仓 |
| DTM | DT Midstream Inc | $414.56万 | 0.05% | 28,251 | -1,714 | -5.7% | -$25.15万 | 减仓 |
| SMTC | Semtech Corp | $414.27万 | 0.05% | 25,596 | 537 | 2.1% | $8.69万 | 加仓 |
| ADSK | Autodesk Inc | $411.61万 | 0.05% | 21,171 | -1,154 | -5.2% | -$22.44万 | 减仓 |
| CNC | Centene Corp | $411.15万 | 0.05% | 64,052 | -2,308 | -3.5% | -$14.82万 | 减仓 |
| JBL | Jabil Inc | $409.88万 | 0.05% | 10,633 | -827 | -7.2% | -$31.88万 | 减仓 |
| RMD | Resmed Inc | $408.12万 | 0.05% | 20,942 | 1,993 | 10.5% | $38.84万 | 加仓 |
| SOLS | Solstice Advanced Materials In | $407.43万 | 0.05% | 45,985 | -3,035 | -6.2% | -$26.89万 | 减仓 |
| BWA | Borgwarner Inc | $406.59万 | 0.05% | 61,234 | -5,170 | -7.8% | -$34.33万 | 减仓 |
| RPM | Rpm Intl Inc | $406.08万 | 0.05% | 36,534 | -2,353 | -6.1% | -$26.15万 | 减仓 |
| Q | Qnity Electronics Inc Common S | $404.42万 | 0.05% | 24,764 | -2,519 | -9.2% | -$41.14万 | 减仓 |
| ACGL | Arch Capital Group LTD | $403.53万 | 0.05% | 41,575 | 3,660 | 9.7% | $35.52万 | 加仓 |
| TRU | Transunion | $399.99万 | 0.04% | 55,447 | -3,387 | -5.8% | -$24.43万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc | $399.76万 | 0.04% | 18,456 | -1,497 | -7.5% | -$32.43万 | 减仓 |
| CNP | Centerpoint Energy Inc | $399.64万 | 0.04% | 90,745 | -4,949 | -5.2% | -$21.80万 | 减仓 |
| PR | Permian Resources Corp Class A | $397.95万 | 0.04% | 216,161 | -1,140 | -0.5% | -$2.10万 | 减仓 |
| RGA | Reinsurance Group Of America I | $397.84万 | 0.04% | 18,709 | -1,202 | -6.0% | -$25.56万 | 减仓 |
| AA | Alcoa Corp | $397.39万 | 0.04% | 76,216 | -4,792 | -5.9% | -$24.99万 | 减仓 |
| VMRK | Equity Residential | $396.49万 | 0.04% | 58,367 | -2,044 | -3.4% | -$13.88万 | 减仓 |
| RMBS | Rambus Inc | $396.34万 | 0.04% | 29,858 | -1,837 | -5.8% | -$24.38万 | 减仓 |
| EXEL | Exelixis Inc | $394.18万 | 0.04% | 72,447 | -6,935 | -8.7% | -$37.73万 | 减仓 |
| XYZ | Block Inc Cl A | $392.99万 | 0.04% | 51,709 | -3,845 | -6.9% | -$29.22万 | 减仓 |
| EXR | Extra Space Storage | $391.07万 | 0.04% | 26,915 | -1,277 | -4.5% | -$18.55万 | 减仓 |
| MLI | Mueller Industries Inc | $390.93万 | 0.04% | 31,801 | -2,244 | -6.6% | -$27.59万 | 减仓 |
| AEIS | Advanced Energy Industries | $390.88万 | 0.04% | 10,483 | -624 | -5.6% | -$23.27万 | 减仓 |
| SANM | Sanmina Corporation | $390.48万 | 0.04% | 15,429 | -259 | -1.7% | -$6.55万 | 减仓 |
| EME | Emcor Group Inc | $389.79万 | 0.04% | 4,697 | -298 | -6.0% | -$24.73万 | 减仓 |
| THC | Tenet Healthcare Corp | $389.43万 | 0.04% | 20,816 | -1,927 | -8.5% | -$36.05万 | 减仓 |
| ALLY | Ally Financial Inc | $389.11万 | 0.04% | 84,682 | -6,665 | -7.3% | -$30.63万 | 减仓 |
| ELS | Equity Lifestyle Properties In | $387.64万 | 0.04% | 60,146 | -3,348 | -5.3% | -$21.58万 | 减仓 |
| MSCI | MSCI Inc | $387.07万 | 0.04% | 6,911 | -475 | -6.4% | -$26.60万 | 减仓 |
| ZTS | Zoetis Inc Cl A | $386.70万 | 0.04% | 53,813 | -2,924 | -5.2% | -$21.01万 | 减仓 |
| OC | Owens Corning New | $386.05万 | 0.04% | 24,286 | -1,978 | -7.5% | -$31.44万 | 减仓 |
| PCG | PG&E Corp | $385.71万 | 0.04% | 229,317 | -13,062 | -5.4% | -$21.97万 | 减仓 |