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 |
|---|---|---|---|---|---|---|---|---|
| MLM | Martin Marietta Materials Inc | $368.17万 | 0.04% | 6,254 | -230 | -3.5% | -$13.54万 | 减仓 |
| LAMR | Lamar Advertising Co | $367.23万 | 0.04% | 28,994 | -1,315 | -4.3% | -$16.66万 | 减仓 |
| HL | Hecla Mng Co Com | $367.18万 | 0.04% | 197,093 | -9,847 | -4.8% | -$18.34万 | 减仓 |
| FNF | Fidelity National Financial In | $366.59万 | 0.04% | 79,041 | -3,489 | -4.2% | -$16.18万 | 减仓 |
| HAL | Halliburton Co | $366.44万 | 0.04% | 93,982 | -4,944 | -5.0% | -$19.28万 | 减仓 |
| CMS | Cms Energy Corp | $365.39万 | 0.04% | 47,098 | -575 | -1.2% | -$4.46万 | 减仓 |
| ACGL | Arch Capital Group LTD | $363.95万 | 0.04% | 37,915 | -1,621 | -4.1% | -$15.56万 | 减仓 |
| DGX | Quest Diagnostics Inc | $362.52万 | 0.04% | 18,498 | -994 | -5.1% | -$19.48万 | 减仓 |
| BWA | Borgwarner Inc | $360.31万 | 0.04% | 66,404 | -5,680 | -7.9% | -$30.82万 | 减仓 |
| AEIS | Advanced Energy Industries | $358.43万 | 0.04% | 11,107 | 899 | 8.8% | $29.01万 | 加仓 |
| ALLY | Ally Financial Inc | $358.35万 | 0.04% | 91,347 | -4,125 | -4.3% | -$16.18万 | 减仓 |
| VMRK | Equity Residential | $357.33万 | 0.04% | 60,411 | 8,746 | 16.9% | $51.73万 | 加仓 |
| AWK | American Water Works Co Inc | $353.86万 | 0.04% | 26,002 | 5,067 | 24.2% | $68.96万 | 加仓 |
| ENSG | Ensign Group Inc | $353.53万 | 0.04% | 17,545 | -834 | -4.5% | -$16.81万 | 减仓 |
| SCI | Service Corp Intl | $350.25万 | 0.04% | 42,450 | -2,457 | -5.5% | -$20.27万 | 减仓 |
| EVR | Evercore Inc Class A | $350.09万 | 0.04% | 11,728 | -573 | -4.7% | -$17.10万 | 减仓 |
| STE | Steris Plc Usd | $348.74万 | 0.04% | 15,771 | -130 | -0.8% | -$2.87万 | 减仓 |
| AXON | Axon Enterprise Inc | $347.10万 | 0.04% | 8,173 | -267 | -3.2% | -$11.34万 | 减仓 |
| CCK | Crown Holdings Inc | $346.66万 | 0.04% | 34,580 | -2,236 | -6.1% | -$22.42万 | 减仓 |
| TTWO | Take-Two Interactive Software | $346.40万 | 0.04% | 17,539 | -609 | -3.4% | -$12.03万 | 减仓 |
| GEHC | GE Healthcare Technologies Inc | $346.08万 | 0.04% | 48,620 | -1,239 | -2.5% | -$8.82万 | 减仓 |
| IQV | Iqvia Holdings Inc | $344.80万 | 0.04% | 20,218 | -665 | -3.2% | -$11.34万 | 减仓 |
| UNM | Unum Group | $344.54万 | 0.04% | 47,178 | -2,780 | -5.6% | -$20.30万 | 减仓 |
| WTRG | Essential Utils Inc | $343.66万 | 0.04% | 85,338 | -4,387 | -4.9% | -$17.67万 | 减仓 |
| EXEL | Exelixis Inc | $340.47万 | 0.04% | 79,382 | -6,562 | -7.6% | -$28.14万 | 减仓 |
| — | Webster Financial Corp Ct | $338.93万 | 0.04% | 48,823 | -2,465 | -4.8% | -$17.11万 | 减仓 |
| SF | Stifel Financial Corp | $338.74万 | 0.04% | 45,825 | -2,390 | -5.0% | -$17.66万 | 减仓 |
| FHN | First Horizon Corporation Com | $334.89万 | 0.04% | 147,140 | -9,536 | -6.1% | -$21.70万 | 减仓 |
| XYZ | Block Inc Cl A | $334.32万 | 0.04% | 55,554 | -1,694 | -3.0% | -$10.19万 | 减仓 |
| MTB | M & T Bank Corp | $334.08万 | 0.04% | 16,161 | -878 | -5.2% | -$18.15万 | 减仓 |
| EIX | Edison Intl | $333.12万 | 0.04% | 45,521 | -2,430 | -5.1% | -$17.78万 | 减仓 |
| FISV | Fiserv Inc | $332.97万 | 0.04% | 59,672 | -212 | -0.4% | -$1.18万 | 减仓 |
| HUM | Humana Inc | $332.63万 | 0.04% | 19,184 | 256 | 1.4% | $4.44万 | 加仓 |
| NI | Nisource Inc | $332.36万 | 0.04% | 71,231 | -2,135 | -2.9% | -$9.96万 | 减仓 |
| OTIS | Otis Worldwide Corp | $330.89万 | 0.04% | 42,928 | -3,303 | -7.1% | -$25.46万 | 减仓 |
| BMRN | Biomarin Pharmaceutical Inc | $330.23万 | 0.04% | 58,459 | -3,025 | -4.9% | -$17.09万 | 减仓 |
| DINO | HF Sinclair Corporation | $328.71万 | 0.04% | 52,687 | -2,320 | -4.2% | -$14.47万 | 减仓 |
| HSY | Hershey Co | $328.09万 | 0.04% | 15,782 | -572 | -3.5% | -$11.89万 | 减仓 |
| MTD | Mettler Toledo International | $327.66万 | 0.04% | 2,598 | -46 | -1.7% | -$5.80万 | 减仓 |
| RRC | Range Resources Corp | $327.50万 | 0.04% | 72,488 | -3,674 | -4.8% | -$16.60万 | 减仓 |
| KTOS | Kratos Defense & Security | $327.37万 | 0.04% | 46,429 | 1,207 | 2.7% | $8.51万 | 加仓 |
| HBAN | Huntington Bancshares Inc | $327.08万 | 0.04% | 209,000 | 37,550 | 21.9% | $58.77万 | 加仓 |
| DT | Dynatrace, Inc. | $325.57万 | 0.04% | 88,040 | -5,906 | -6.3% | -$21.84万 | 减仓 |
| EVRG | Evergy Inc | $325.51万 | 0.04% | 39,735 | -1,690 | -4.1% | -$13.84万 | 减仓 |
| ARMK | Aramark | $324.36万 | 0.04% | 80,011 | -3,996 | -4.8% | -$16.20万 | 减仓 |
| YUM | Yum Brands Inc | $322.73万 | 0.04% | 20,757 | -6,668 | -24.3% | -$103.68万 | 减仓 |
| EQH | Equitable Holdings Inc | $322.64万 | 0.04% | 86,940 | -5,045 | -5.5% | -$18.72万 | 减仓 |
| PAYX | Paychex Inc | $322.44万 | 0.04% | 35,002 | -2,104 | -5.7% | -$19.38万 | 减仓 |
| EGP | Eastgroup Properties Inc | $322.23万 | 0.04% | 17,409 | -819 | -4.5% | -$15.16万 | 减仓 |
| PINS | Pinterest Inc Cl A | $321.02万 | 0.04% | 175,040 | -10,130 | -5.5% | -$18.58万 | 减仓 |
| — | Vanguard Whitehall Funds High | $319.92万 | 0.04% | 71,635 | -1,658 | -2.3% | -$7.40万 | 减仓 |
| A | Agilent Technologies Inc | $319.05万 | 0.04% | 27,992 | -768 | -2.7% | -$8.75万 | 减仓 |
| NRG | Nrg Energy Inc | $318.54万 | 0.04% | 21,797 | 1,091 | 5.3% | $15.94万 | 加仓 |
| MEDP | Medpace Holdings Inc | $318.46万 | 0.04% | 6,632 | -302 | -4.4% | -$14.50万 | 减仓 |
| CACI | Caci International Inc Cl A | $317.89万 | 0.04% | 5,845 | -292 | -4.8% | -$15.88万 | 减仓 |
| Q | Qnity Electronics Inc Common S | $314.79万 | 0.04% | 27,283 | -1,923 | -6.6% | -$22.19万 | 减仓 |
| DG | Dollar General Corp | $313.47万 | 0.04% | 26,402 | -1,501 | -5.4% | -$17.82万 | 减仓 |
| CNH | Cnh Industrial Nv | $312.03万 | 0.04% | 283,664 | -12,114 | -4.1% | -$13.33万 | 减仓 |
| LNT | Alliant Energy Corp | $311.44万 | 0.04% | 43,400 | 235 | 0.5% | $1.69万 | 加仓 |
| CPRT | Copart Inc | $309.29万 | 0.04% | 93,160 | -4,835 | -4.9% | -$16.05万 | 减仓 |
| VLTO | Veralto Corp | $309.28万 | 0.04% | 34,979 | -1,429 | -3.9% | -$12.64万 | 减仓 |
| XYL | Xylem Inc | $305.41万 | 0.04% | 25,557 | -1,171 | -4.4% | -$13.99万 | 减仓 |
| AMH | American Homes 4 Rent Common S | $304.74万 | 0.04% | 109,146 | -3,733 | -3.3% | -$10.42万 | 减仓 |
| NVS | Novartis Ag Sponsored ADR | $304.49万 | 0.04% | 19,934 | -2,780 | -12.2% | -$42.46万 | 减仓 |
| JBL | Jabil Inc | $304.41万 | 0.04% | 11,460 | -697 | -5.7% | -$18.51万 | 减仓 |
| DCI | Donaldson Inc | $303.62万 | 0.04% | 35,775 | -1,898 | -5.0% | -$16.11万 | 减仓 |
| DAR | Darling Ingredients Inc | $303.29万 | 0.04% | 49,037 | -2,298 | -4.5% | -$14.21万 | 减仓 |
| TPR | Tapestry Inc | $303.27万 | 0.04% | 21,492 | -1,383 | -6.0% | -$19.52万 | 减仓 |
| GIS | General Mills Inc | $303.04万 | 0.04% | 81,419 | -1,445 | -1.7% | -$5.38万 | 减仓 |
| DY | Dycom Industries Inc | $302.50万 | 0.04% | 8,928 | -131 | -1.4% | -$4.44万 | 减仓 |
| NTNX | Nutanix, Inc A | $302.45万 | 0.04% | 79,570 | -4,478 | -5.3% | -$17.02万 | 减仓 |
| OGE | Oge Energy Corp | $302.34万 | 0.04% | 63,039 | -1,897 | -2.9% | -$9.10万 | 减仓 |
| EHC | Encompass Health Corp | $302.32万 | 0.04% | 31,254 | -1,558 | -4.7% | -$15.07万 | 减仓 |
| SYF | Synchrony Financial | $301.49万 | 0.04% | 44,323 | -2,159 | -4.6% | -$14.69万 | 减仓 |
| AIT | Applied Industrial Technologie | $300.90万 | 0.04% | 11,341 | -476 | -4.0% | -$12.63万 | 减仓 |
| ONTO | Onto Innovation Inc | $299.77万 | 0.04% | 14,618 | -456 | -3.0% | -$9.35万 | 减仓 |
| — | Victory Portfolios Trivalent E | $299.50万 | 0.04% | 298,899 | 0 | 0.0% | — | 不变 |
| WMS | Advanced Drain Sys Inc Del Com | $299.22万 | 0.04% | 21,820 | -626 | -2.8% | -$8.58万 | 减仓 |
| IR | Ingersoll Rand Inc | $299.18万 | 0.04% | 37,341 | -1,813 | -4.6% | -$14.53万 | 减仓 |
| — | Topbuild Corp | $298.11万 | 0.03% | 8,486 | -424 | -4.8% | -$14.90万 | 减仓 |
| KNX | Knight Swift Trans Holdings In | $297.28万 | 0.03% | 51,629 | -2,461 | -4.5% | -$14.17万 | 减仓 |
| SPXC | SPX Technologies Inc | $296.95万 | 0.03% | 14,852 | -736 | -4.7% | -$14.72万 | 减仓 |
| TTMI | Ttm Technologies Inc | $295.48万 | 0.03% | 30,331 | 2,338 | 8.4% | $22.78万 | 加仓 |
| KDP | Keurig Dr Pepper Inc Com | $295.17万 | 0.03% | 112,104 | -8,618 | -7.1% | -$22.69万 | 减仓 |
| DXCM | Dexcom Inc | $294.12万 | 0.03% | 46,834 | -1,567 | -3.2% | -$9.84万 | 减仓 |
| UAL | United Airlines Holdings Inc | $293.00万 | 0.03% | 31,824 | -1,660 | -5.0% | -$15.28万 | 减仓 |
| GMED | Globus Med Inc Cl A | $292.91万 | 0.03% | 33,996 | -1,698 | -4.8% | -$14.63万 | 减仓 |
| L | Loews Corp | $292.91万 | 0.03% | 27,441 | -965 | -3.4% | -$10.30万 | 减仓 |
| ADC | Agree Realty Corp | $292.71万 | 0.03% | 38,831 | -263 | -0.7% | -$1.98万 | 减仓 |
| LYB | Lyondellbasell Industries NV A | $292.13万 | 0.03% | 36,262 | -923 | -2.5% | -$7.44万 | 减仓 |
| STLD | Steel Dynamics Inc | $290.92万 | 0.03% | 16,162 | -636 | -3.8% | -$11.45万 | 减仓 |
| OSK | Oshkosh Corp | $289.80万 | 0.03% | 19,686 | -1,034 | -5.0% | -$15.22万 | 减仓 |
| ACM | Aecom | $289.38万 | 0.03% | 34,117 | -2,903 | -7.8% | -$24.62万 | 减仓 |
| NSRGY | Nestle Sa Sp ADR | $289.13万 | 0.03% | 29,626 | 0 | 0.0% | — | 不变 |
| PFGC | Performance Food Group Co | $289.05万 | 0.03% | 33,744 | -2,289 | -6.4% | -$19.61万 | 减仓 |
| — | Cottera Energy Inc | $288.94万 | 0.03% | 82,224 | -3,614 | -4.2% | -$12.70万 | 减仓 |
| BRX | Brixmor Property Group Inc | $288.86万 | 0.03% | 100,297 | -6,208 | -5.8% | -$17.88万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $287.45万 | 0.03% | 42,858 | -1,935 | -4.3% | -$12.98万 | 减仓 |
| CCL | Carnival Corp | $287.13万 | 0.03% | 110,948 | -2,396 | -2.1% | -$6.20万 | 减仓 |
| GME | Gamestop Corp Cl A | $285.38万 | 0.03% | 123,862 | -4,482 | -3.5% | -$10.33万 | 减仓 |