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 |
|---|---|---|---|---|---|---|---|---|
| UNM | Unum Group | $383.89万 | 0.04% | 42,941 | -4,237 | -9.0% | -$37.88万 | 减仓 |
| RNR | Renaissancere Holdings LTD | $383.42万 | 0.04% | 12,099 | -1,022 | -7.8% | -$32.39万 | 减仓 |
| OXY | Occidental Petroleum Corp | $379.45万 | 0.04% | 78,124 | -5,176 | -6.2% | -$25.14万 | 减仓 |
| PPL | Ppl Corp | $379.25万 | 0.04% | 104,333 | -4,529 | -4.2% | -$16.46万 | 减仓 |
| KNX | Knight Swift Trans Holdings In | $376.29万 | 0.04% | 48,323 | -3,306 | -6.4% | -$25.74万 | 减仓 |
| GRMN | Garmin LTD | $375.79万 | 0.04% | 15,820 | -870 | -5.2% | -$20.67万 | 减仓 |
| EVR | Evercore Inc Class A | $375.62万 | 0.04% | 11,001 | -727 | -6.2% | -$24.82万 | 减仓 |
| FE | Firstenergy Corp | $374.72万 | 0.04% | 78,822 | 1,807 | 2.3% | $8.59万 | 加仓 |
| NTNX | Nutanix, Inc A | $374.53万 | 0.04% | 73,494 | -6,076 | -7.6% | -$30.96万 | 减仓 |
| VMC | Vulcan Materials Co | $374.12万 | 0.04% | 12,681 | -983 | -7.2% | -$29.00万 | 减仓 |
| GLPI | Gaming & Leisure Pptys Inc Com | $372.94万 | 0.04% | 83,750 | -4,997 | -5.6% | -$22.25万 | 减仓 |
| IQV | Iqvia Holdings Inc | $371.66万 | 0.04% | 19,235 | -983 | -4.9% | -$18.99万 | 减仓 |
| YUM | Yum Brands Inc | $369.66万 | 0.04% | 23,124 | 2,367 | 11.4% | $37.84万 | 加仓 |
| SPOT | Spotify | $367.40万 | 0.04% | 8,002 | -1,063 | -11.7% | -$48.81万 | 减仓 |
| TOST | Toast Inc Cl A | $362.02万 | 0.04% | 130,130 | 123,996 | 2,021.5% | $344.96万 | 重新持有 |
| ON | On Semiconductor Corp | $361.14万 | 0.04% | 38,200 | -4,110 | -9.7% | -$38.86万 | 减仓 |
| ELAN | Elanco Animal Health Inc | $361.11万 | 0.04% | 146,732 | -9,297 | -6.0% | -$22.88万 | 减仓 |
| GGG | Graco Inc | $360.43万 | 0.04% | 47,669 | -2,954 | -5.8% | -$22.34万 | 减仓 |
| DT | Dynatrace, Inc. | $360.10万 | 0.04% | 82,008 | -6,032 | -6.9% | -$26.49万 | 减仓 |
| MOH | Molina Healthcare Inc | $359.72万 | 0.04% | 15,729 | 49 | 0.3% | $1.12万 | 加仓 |
| CCK | Crown Holdings Inc | $358.21万 | 0.04% | 32,035 | -2,545 | -7.4% | -$28.46万 | 减仓 |
| AIT | Applied Industrial Technologie | $357.97万 | 0.04% | 10,586 | -755 | -6.7% | -$25.53万 | 减仓 |
| EQH | Equitable Holdings Inc | $356.17万 | 0.04% | 81,169 | -5,771 | -6.6% | -$25.32万 | 减仓 |
| PEN | Penumbra Inc | $355.16万 | 0.04% | 11,248 | -681 | -5.7% | -$21.50万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $353.05万 | 0.04% | 40,562 | -2,296 | -5.4% | -$19.98万 | 减仓 |
| A | Agilent Technologies Inc | $351.73万 | 0.04% | 26,480 | -1,512 | -5.4% | -$20.08万 | 减仓 |
| DOCN | Digitalocean Holdings Inc | $350.68万 | 0.04% | 22,332 | 787 | 3.7% | $12.36万 | 加仓 |
| — | Webster Financial Corp Ct | $350.56万 | 0.04% | 45,872 | -2,951 | -6.0% | -$22.55万 | 减仓 |
| PFGC | Performance Food Group Co | $350.31万 | 0.04% | 31,336 | -2,408 | -7.1% | -$26.92万 | 减仓 |
| HBAN | Huntington Bancshares Inc | $349.45万 | 0.04% | 197,096 | -11,904 | -5.7% | -$21.11万 | 减仓 |
| CMS | Cms Energy Corp | $349.28万 | 0.04% | 45,658 | -1,440 | -3.1% | -$11.02万 | 减仓 |
| FNF | Fidelity National Financial In | $348.32万 | 0.04% | 73,858 | -5,183 | -6.6% | -$24.44万 | 减仓 |
| FHN | First Horizon Corporation Com | $347.76万 | 0.04% | 135,631 | -11,509 | -7.8% | -$29.51万 | 减仓 |
| — | Vanguard Whitehall Funds High | $346.71万 | 0.04% | 72,746 | 1,111 | 1.6% | $5.30万 | 加仓 |
| — | Victory Portfolios Trivalent E | $343.14万 | 0.04% | 298,899 | 0 | 0.0% | — | 不变 |
| SPXC | SPX Technologies Inc | $343.02万 | 0.04% | 13,991 | -861 | -5.8% | -$21.11万 | 减仓 |
| KDP | Keurig Dr Pepper Inc Com | $340.78万 | 0.04% | 104,119 | -7,985 | -7.1% | -$26.13万 | 减仓 |
| MLM | Martin Marietta Materials Inc | $340.48万 | 0.04% | 5,904 | -350 | -5.6% | -$20.18万 | 减仓 |
| CCL | Carnival Corp Ltd Common Share | $338.62万 | 0.04% | 118,524 | 118,524 | — | $338.62万 | 新建仓 |
| ARW | Arrow Electronics Inc | $338.55万 | 0.04% | 15,864 | -1,200 | -7.0% | -$25.61万 | 减仓 |
| AMH | American Homes 4 Rent Common S | $337.76万 | 0.04% | 100,763 | -8,383 | -7.7% | -$28.10万 | 减仓 |
| STLD | Steel Dynamics Inc | $336.73万 | 0.04% | 14,675 | -1,487 | -9.2% | -$34.12万 | 减仓 |
| FORM | Formfactor Inc | $335.98万 | 0.04% | 21,008 | 25 | 0.1% | $3,998 | 加仓 |
| NDAQ | Nasdaq Inc | $335.88万 | 0.04% | 42,613 | -2,508 | -5.6% | -$19.77万 | 减仓 |
| AAL | American Airlines Group Inc | $334.92万 | 0.04% | 185,346 | -10,165 | -5.2% | -$18.37万 | 减仓 |
| EGP | Eastgroup Properties Inc | $334.91万 | 0.04% | 16,536 | -873 | -5.0% | -$17.68万 | 减仓 |
| NOBL | ProShares S&P 500 Dividend Ari | $333.80万 | 0.04% | 59,438 | 21,500 | 56.7% | $120.74万 | 加仓 |
| MEDP | Medpace Holdings Inc | $332.37万 | 0.04% | 6,276 | -356 | -5.4% | -$18.85万 | 减仓 |
| CGNX | Cognex Corp | $332.35万 | 0.04% | 45,892 | -2,875 | -5.9% | -$20.82万 | 减仓 |
| DINO | HF Sinclair Corporation | $332.06万 | 0.04% | 47,675 | -5,012 | -9.5% | -$34.91万 | 减仓 |
| AYI | Acuity Brands Inc | $330.18万 | 0.04% | 8,766 | -650 | -6.9% | -$24.48万 | 减仓 |
| CYTK | Cytokinetics Inc | $329.27万 | 0.04% | 38,651 | 1,732 | 4.7% | $14.75万 | 加仓 |
| VSAT | Viasat Inc | $327.87万 | 0.04% | 36,507 | -95 | -0.3% | -$8,532 | 减仓 |
| FANG | Diamondback Energy Inc | $327.73万 | 0.04% | 18,644 | -718 | -3.7% | -$12.62万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $327.69万 | 0.04% | 40,203 | -2,387 | -5.6% | -$19.46万 | 减仓 |
| MTD | Mettler Toledo International | $326.79万 | 0.04% | 2,558 | -40 | -1.5% | -$5.11万 | 减仓 |
| PAYX | Paychex Inc | $325.26万 | 0.04% | 33,078 | -1,924 | -5.5% | -$18.92万 | 减仓 |
| EVRG | Evergy Inc | $323.85万 | 0.04% | 37,470 | -2,265 | -5.7% | -$19.58万 | 减仓 |
| WAT | Waters Corp | $322.37万 | 0.04% | 8,596 | -750 | -8.0% | -$28.13万 | 减仓 |
| NI | Nisource Inc | $322.27万 | 0.04% | 67,776 | -3,455 | -4.9% | -$16.43万 | 减仓 |
| WMS | Advanced Drain Sys Inc Del Com | $322.21万 | 0.04% | 20,528 | -1,292 | -5.9% | -$20.28万 | 减仓 |
| BJ | Bjs Whsl Club Holdings Inc | $321.44万 | 0.04% | 36,854 | -3,029 | -7.6% | -$26.42万 | 减仓 |
| EIX | Edison Intl | $319.67万 | 0.04% | 42,938 | -2,583 | -5.7% | -$19.23万 | 减仓 |
| DGX | Quest Diagnostics Inc | $319.01万 | 0.04% | 15,051 | -3,447 | -18.6% | -$73.06万 | 减仓 |
| L | Loews Corp | $318.92万 | 0.04% | 28,171 | 730 | 2.7% | $8.26万 | 加仓 |
| EQT | Equity Corp | $318.70万 | 0.04% | 59,939 | -3,230 | -5.1% | -$17.17万 | 减仓 |
| VEEV | Veeva Systems Inc Cl A | $317.55万 | 0.04% | 17,893 | 15,860 | 780.1% | $281.47万 | 加仓 |
| NTRS | Northern Trust Corp | $317.50万 | 0.04% | 18,264 | -1,409 | -7.2% | -$24.49万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg Co Lt | $316.63万 | 0.04% | 6,630 | -25,553 | -79.4% | -$1,220.33万 | 减仓 |
| LNT | Alliant Energy Corp | $316.37万 | 0.04% | 41,469 | -1,931 | -4.4% | -$14.73万 | 减仓 |
| BMRN | Biomarin Pharmaceutical Inc | $316.35万 | 0.04% | 55,287 | -3,172 | -5.4% | -$18.15万 | 减仓 |
| LFUS | Littelfuse Inc | $316.04万 | 0.04% | 6,941 | -388 | -5.3% | -$17.67万 | 减仓 |
| SAIA | Saia Inc | $315.45万 | 0.04% | 7,490 | -465 | -5.8% | -$19.58万 | 减仓 |
| KIM | Kimco Realty Corp | $315.33万 | 0.04% | 124,392 | -1,604 | -1.3% | -$4.07万 | 减仓 |
| VMI | Valmont Industries Inc | $314.73万 | 0.04% | 5,449 | -423 | -7.2% | -$24.43万 | 减仓 |
| CG | Carlyle Group Inc | $312.48万 | 0.03% | 74,205 | -4,414 | -5.6% | -$18.59万 | 减仓 |
| NYT | New York Times Co Cl A | $312.27万 | 0.03% | 44,622 | -2,971 | -6.2% | -$20.79万 | 减仓 |
| R | Ryder Systems Inc | $310.67万 | 0.03% | 11,778 | -1,060 | -8.3% | -$27.96万 | 减仓 |
| SYF | Synchrony Financial | $310.60万 | 0.03% | 40,841 | -3,482 | -7.9% | -$26.48万 | 减仓 |
| INVH | Invitation Homes Inc | $310.45万 | 0.03% | 102,765 | -5,634 | -5.2% | -$17.02万 | 减仓 |
| MAA | Mid-America Apartment Communit | $310.20万 | 0.03% | 22,326 | -181 | -0.8% | -$2.51万 | 减仓 |
| WTRG | Essential Utils Inc | $309.26万 | 0.03% | 80,725 | -4,613 | -5.4% | -$17.67万 | 减仓 |
| DXCM | Dexcom Inc | $307.51万 | 0.03% | 45,658 | -1,176 | -2.5% | -$7.92万 | 减仓 |
| CR | Crane Company Common Stock | $306.50万 | 0.03% | 13,740 | -838 | -5.7% | -$18.69万 | 减仓 |
| AHR | American Healthcare REIT Inc | $306.42万 | 0.03% | 58,758 | 1,222 | 2.1% | $6.37万 | 加仓 |
| VIAV | Viavi Solutions Inc | $306.22万 | 0.03% | 64,130 | 1,521 | 2.4% | $7.26万 | 加仓 |
| BIIB | Biogen Inc | $305.38万 | 0.03% | 14,134 | -1,072 | -7.0% | -$23.16万 | 减仓 |
| NRG | Nrg Energy Inc | $304.48万 | 0.03% | 20,846 | -951 | -4.4% | -$13.89万 | 减仓 |
| COIN | Coinbase Global Inc Cl A | $304.25万 | 0.03% | 20,812 | -876 | -4.0% | -$12.81万 | 减仓 |
| CBOE | Cboe Global Markets Inc | $303.70万 | 0.03% | 12,515 | -1,468 | -10.5% | -$35.62万 | 减仓 |
| AGX | Argan Inc Com | $303.05万 | 0.03% | 3,795 | 7 | 0.2% | $5,590 | 加仓 |
| CFG | Citizens Financial Group Inc | $302.98万 | 0.03% | 43,240 | -3,215 | -6.9% | -$22.53万 | 减仓 |
| DCI | Donaldson Inc | $302.35万 | 0.03% | 33,680 | -2,095 | -5.9% | -$18.81万 | 减仓 |
| VLTO | Veralto Corp | $302.08万 | 0.03% | 34,064 | -915 | -2.6% | -$8.11万 | 减仓 |
| SCI | Service Corp Intl | $301.59万 | 0.03% | 39,704 | -2,746 | -6.5% | -$20.86万 | 减仓 |
| WTS | Watts Water Technologies Inc C | $301.50万 | 0.03% | 7,702 | -473 | -5.8% | -$18.52万 | 减仓 |
| SF | Stifel Financial Corp | $301.45万 | 0.03% | 43,207 | -2,618 | -5.7% | -$18.27万 | 减仓 |
| BTSG | Brightspring Health Services I | $301.18万 | 0.03% | 43,186 | 6,677 | 18.3% | $46.57万 | 加仓 |
| SN | Sharkninja Inc | $301.17万 | 0.03% | 19,779 | 19,779 | — | $301.17万 | 新建仓 |
| NTAP | Netapp Inc | $300.56万 | 0.03% | 19,421 | -1,752 | -8.3% | -$27.11万 | 减仓 |