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 |
|---|---|---|---|---|---|---|---|---|
| CNH | Cnh Industrial Nv | $300.50万 | 0.03% | 267,584 | -16,080 | -5.7% | -$18.06万 | 减仓 |
| GEHC | GE Healthcare Technologies Inc | $299.72万 | 0.03% | 46,824 | -1,796 | -3.7% | -$11.50万 | 减仓 |
| WTFC | Wintrust Financial Corp | $299.51万 | 0.03% | 18,636 | -1,076 | -5.5% | -$17.29万 | 减仓 |
| BRX | Brixmor Property Group Inc | $299.45万 | 0.03% | 94,974 | -5,323 | -5.3% | -$16.78万 | 减仓 |
| AR | Antero Resources Corp | $299.36万 | 0.03% | 85,190 | -5,189 | -5.7% | -$18.23万 | 减仓 |
| IR | Ingersoll Rand Inc | $297.21万 | 0.03% | 36,250 | -1,091 | -2.9% | -$8.95万 | 减仓 |
| ZION | Zions Bancorporation Na | $296.87万 | 0.03% | 42,906 | -2,762 | -6.0% | -$19.11万 | 减仓 |
| EHC | Encompass Health Corp | $294.67万 | 0.03% | 29,152 | -2,102 | -6.7% | -$21.25万 | 减仓 |
| ESI | Element Solutions Inc | $294.62万 | 0.03% | 61,700 | 117 | 0.2% | $5,587 | 加仓 |
| EXPE | Expedia Group Inc | $293.98万 | 0.03% | 11,489 | -490 | -4.1% | -$12.54万 | 减仓 |
| DG | Dollar General Corp | $293.61万 | 0.03% | 25,507 | -895 | -3.4% | -$10.30万 | 减仓 |
| PFG | Principal Financial Group Inc | $293.52万 | 0.03% | 27,233 | 4,361 | 19.1% | $47.00万 | 加仓 |
| TPR | Tapestry Inc | $293.27万 | 0.03% | 20,035 | -1,457 | -6.8% | -$21.33万 | 减仓 |
| PHM | Pulte Group Inc | $292.38万 | 0.03% | 21,309 | -1,081 | -4.8% | -$14.83万 | 减仓 |
| REG | Regency Centers Corp | $291.93万 | 0.03% | 36,610 | 337 | 0.9% | $2.69万 | 加仓 |
| HAL | Halliburton Co | $291.08万 | 0.03% | 85,739 | -8,243 | -8.8% | -$27.98万 | 减仓 |
| GWRE | Guidewire Software Inc | $289.98万 | 0.03% | 23,566 | -1,527 | -6.1% | -$18.79万 | 减仓 |
| OTIS | Otis Worldwide Corp | $289.79万 | 0.03% | 40,473 | -2,455 | -5.7% | -$17.58万 | 减仓 |
| TDY | Teledyne Technologies Inc | $289.50万 | 0.03% | 4,341 | -258 | -5.6% | -$17.21万 | 减仓 |
| SNA | Snap On Inc | $289.16万 | 0.03% | 7,186 | 1,484 | 26.0% | $59.72万 | 加仓 |
| OGE | Oge Energy Corp | $288.42万 | 0.03% | 59,272 | -3,767 | -6.0% | -$18.33万 | 减仓 |
| WRB | Berkley W R Corp | $287.65万 | 0.03% | 40,784 | -143 | -0.3% | -$1.01万 | 减仓 |
| FISV | Fiserv Inc | $287.56万 | 0.03% | 58,625 | -1,047 | -1.8% | -$5.14万 | 减仓 |
| MXL | Maxlinear Inc | $286.56万 | 0.03% | 22,382 | 739 | 3.4% | $9.46万 | 加仓 |
| HL | Hecla Mng Co Com | $286.28万 | 0.03% | 185,536 | -11,557 | -5.9% | -$17.83万 | 减仓 |
| MRNA | Moderna Inc | $286.20万 | 0.03% | 40,868 | -2,113 | -4.9% | -$14.80万 | 减仓 |
| NBIS | Nebius Group N V | $286.08万 | 0.03% | 10,359 | 10,359 | — | $286.08万 | 新建仓 |
| XYL | Xylem Inc | $285.96万 | 0.03% | 24,191 | -1,366 | -5.3% | -$16.15万 | 减仓 |
| PINS | Pinterest Inc Cl A | $285.40万 | 0.03% | 135,712 | -39,328 | -22.5% | -$82.71万 | 减仓 |
| AFG | American Financial Group Inc O | $282.90万 | 0.03% | 20,216 | -1,401 | -6.5% | -$19.61万 | 减仓 |
| UMBF | Umb Financial Corp | $282.51万 | 0.03% | 19,789 | -1,083 | -5.2% | -$15.46万 | 减仓 |
| MOG/A | Moog Inc Cl A | $282.24万 | 0.03% | 6,659 | -499 | -7.0% | -$21.15万 | 减仓 |
| ADC | Agree Realty Corp | $280.47万 | 0.03% | 37,030 | -1,801 | -4.6% | -$13.64万 | 减仓 |
| CUBE | Cubesmart | $279.63万 | 0.03% | 70,311 | -4,214 | -5.7% | -$16.76万 | 减仓 |
| OSK | Oshkosh Corp | $277.34万 | 0.03% | 18,070 | -1,616 | -8.2% | -$24.80万 | 减仓 |
| FIVE | Five Below Inc | $276.97万 | 0.03% | 15,405 | -943 | -5.8% | -$16.95万 | 减仓 |
| HUBB | Hubbell Inc | $274.89万 | 0.03% | 5,254 | -268 | -4.9% | -$14.02万 | 减仓 |
| STE | Steris Plc Usd | $274.10万 | 0.03% | 13,017 | -2,754 | -17.5% | -$57.99万 | 减仓 |
| WTW | Willis Towers Watson Pub LTD | $273.63万 | 0.03% | 10,469 | -3,018 | -22.4% | -$78.88万 | 减仓 |
| TTC | Toro Co | $273.18万 | 0.03% | 28,041 | -2,131 | -7.1% | -$20.76万 | 减仓 |
| AMKR | Amkor Technology Inc | $272.18万 | 0.03% | 31,564 | -1,820 | -5.5% | -$15.69万 | 减仓 |
| WSM | Williams Sonoma Inc | $272.12万 | 0.03% | 11,674 | -813 | -6.5% | -$18.95万 | 减仓 |
| NNN | Nnn Reit Inc | $272.06万 | 0.03% | 58,470 | -3,538 | -5.7% | -$16.46万 | 减仓 |
| SSB | Southstate Bank Corp | $271.25万 | 0.03% | 27,152 | -2,051 | -7.0% | -$20.49万 | 减仓 |
| CFR | Cullen Frost Bankers Inc | $269.21万 | 0.03% | 17,422 | -1,153 | -6.2% | -$17.82万 | 减仓 |
| ORI | Old Republic Intl Corp | $268.40万 | 0.03% | 65,591 | -5,727 | -8.0% | -$23.43万 | 减仓 |
| DOW | Dow Inc | $268.34万 | 0.03% | 98,078 | -7,261 | -6.9% | -$19.87万 | 减仓 |
| TKR | Timken Co | $268.16万 | 0.03% | 18,453 | -1,239 | -6.3% | -$18.01万 | 减仓 |
| — | Chart Industries Inc | $267.46万 | 0.03% | 12,801 | -775 | -5.7% | -$16.19万 | 减仓 |
| KRYS | Krystal Biotech, Inc. | $267.31万 | 0.03% | 7,192 | 61 | 0.9% | $2.27万 | 加仓 |
| JAZZ | Jazz Pharmaceuticals Plc Usd | $267.24万 | 0.03% | 11,090 | -739 | -6.2% | -$17.81万 | 减仓 |
| LYV | Live Nation Entertainment Inc | $267.23万 | 0.03% | 14,594 | -663 | -4.3% | -$12.14万 | 减仓 |
| RJF | Raymond James Financial Inc | $266.96万 | 0.03% | 17,560 | -913 | -4.9% | -$13.88万 | 减仓 |
| AWK | American Water Works Co Inc | $266.88万 | 0.03% | 20,283 | -5,719 | -22.0% | -$75.25万 | 减仓 |
| FLS | Flowserve Corp | $265.18万 | 0.03% | 35,758 | -2,144 | -5.7% | -$15.90万 | 减仓 |
| HSY | Hershey Co | $264.09万 | 0.03% | 15,052 | -730 | -4.6% | -$12.81万 | 减仓 |
| ENSG | Ensign Group Inc | $263.68万 | 0.03% | 16,449 | -1,096 | -6.2% | -$17.57万 | 减仓 |
| FICO | Fair Isaac Corp | $263.45万 | 0.03% | 2,205 | -138 | -5.9% | -$16.49万 | 减仓 |
| RF | Regions Financial Corp | $263.38万 | 0.03% | 87,211 | -6,826 | -7.3% | -$20.61万 | 减仓 |
| CNM | Core & Main Inc Cl A | $261.73万 | 0.03% | 54,244 | -3,161 | -5.5% | -$15.25万 | 减仓 |
| CTRE | Caretrust REIT Inc | $258.94万 | 0.03% | 64,173 | -1,714 | -2.6% | -$6.92万 | 减仓 |
| AMG | Affiliated Managers Group Inc | $258.10万 | 0.03% | 7,627 | -985 | -11.4% | -$33.33万 | 减仓 |
| GME | Gamestop Corp Cl A | $257.98万 | 0.03% | 116,838 | -7,024 | -5.7% | -$15.51万 | 减仓 |
| PNW | Pinnacle West Cap Corp | $257.81万 | 0.03% | 24,094 | -998 | -4.0% | -$10.68万 | 减仓 |
| COLB | Columbia Banking Systems Inc | $256.91万 | 0.03% | 80,159 | -6,123 | -7.1% | -$19.62万 | 减仓 |
| HPQ | Hp Inc | $256.16万 | 0.03% | 116,757 | -8,680 | -6.9% | -$19.04万 | 减仓 |
| GMED | Globus Med Inc Cl A | $252.60万 | 0.03% | 31,971 | -2,025 | -6.0% | -$16.00万 | 减仓 |
| UDR | Udr | $252.42万 | 0.03% | 63,231 | 264 | 0.4% | $1.05万 | 加仓 |
| RRC | Range Resources Corp | $252.32万 | 0.03% | 67,845 | -4,643 | -6.4% | -$17.27万 | 减仓 |
| PRI | Primerica Inc | $251.89万 | 0.03% | 8,863 | -786 | -8.1% | -$22.34万 | 减仓 |
| SW | Westrock Co | $251.89万 | 0.03% | 54,450 | -1,513 | -2.7% | -$7.00万 | 减仓 |
| DLTR | Dollar Tree Inc | $251.83万 | 0.03% | 20,821 | -1,377 | -6.2% | -$16.65万 | 减仓 |
| CPRT | Copart Inc | $251.63万 | 0.03% | 89,261 | -3,899 | -4.2% | -$10.99万 | 减仓 |
| CACI | Caci International Inc Cl A | $251.36万 | 0.03% | 5,426 | -419 | -7.2% | -$19.41万 | 减仓 |
| DAR | Darling Ingredients Inc | $251.24万 | 0.03% | 45,998 | -3,039 | -6.2% | -$16.60万 | 减仓 |
| CPT | Camden Property Trust | $251.18万 | 0.03% | 21,939 | -275 | -1.2% | -$3.15万 | 减仓 |
| FR | First Industrial Realty Trust | $249.94万 | 0.03% | 40,766 | -2,296 | -5.3% | -$14.08万 | 减仓 |
| WY | Weyerhaeuser Co | $249.60万 | 0.03% | 104,262 | -2,721 | -2.5% | -$6.51万 | 减仓 |
| FSLR | First Solar Inc | $248.44万 | 0.03% | 10,529 | -602 | -5.4% | -$14.20万 | 减仓 |
| UAE | iShares MSCI UAE Capped ETF | $247.83万 | 0.03% | 130,367 | 24,530 | 23.2% | $46.63万 | 加仓 |
| VRSK | Verisk Analytics Inc | $247.55万 | 0.03% | 13,789 | -1,224 | -8.2% | -$21.97万 | 减仓 |
| ESE | Esco Technologies Inc | $247.34万 | 0.03% | 7,066 | -19 | -0.3% | -$6,651 | 减仓 |
| ONB | Old Natl Bancorp Ind | $245.69万 | 0.03% | 94,861 | -6,564 | -6.5% | -$17.00万 | 减仓 |
| LUMN | Lumen Technologies Inc | $245.31万 | 0.03% | 319,420 | -27,870 | -8.0% | -$21.40万 | 减仓 |
| VICR | Vicor Corp | $244.39万 | 0.03% | 6,435 | -282 | -4.2% | -$10.71万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $243.76万 | 0.03% | 12,615 | -1,025 | -7.5% | -$19.81万 | 减仓 |
| DD | DuPont de Nemours Inc Common S | $243.37万 | 0.03% | 17,943 | -38,448 | -68.2% | -$521.50万 | 减仓 |
| SBAC | Sba Communications Corp | $242.56万 | 0.03% | 13,746 | -615 | -4.3% | -$10.85万 | 减仓 |
| TPL | Texas Pacific Land Corporation | $242.45万 | 0.03% | 5,540 | -115 | -2.0% | -$5.03万 | 减仓 |
| LUV | Southwest Airlines Co | $242.29万 | 0.03% | 47,120 | -2,262 | -4.6% | -$11.63万 | 减仓 |
| WDAY | Workday Inc Cl A | $241.61万 | 0.03% | 19,736 | -1,426 | -6.7% | -$17.46万 | 减仓 |
| SSD | Simpson Manufacturing Co Inc | $240.82万 | 0.03% | 11,503 | -777 | -6.3% | -$16.27万 | 减仓 |
| AAON | Aaon Inc | $240.67万 | 0.03% | 18,971 | -1,032 | -5.2% | -$13.09万 | 减仓 |
| CDW | Cdw Corp | $240.19万 | 0.03% | 17,078 | -353 | -2.0% | -$4.96万 | 减仓 |
| MTCH | Match Group Inc | $239.93万 | 0.03% | 63,056 | -1,516 | -2.3% | -$5.77万 | 减仓 |
| ALKS | Alkermes Inc Plc | $239.44万 | 0.03% | 45,699 | 44 | 0.1% | $2,305 | 加仓 |
| WAL | Western Alliance Bancorp | $239.24万 | 0.03% | 29,105 | -1,738 | -5.6% | -$14.29万 | 减仓 |
| DOCU | Docusign Inc | $238.46万 | 0.03% | 53,684 | -5,511 | -9.3% | -$24.48万 | 减仓 |
| ALGM | Allegro Microsystems Inc | $237.82万 | 0.03% | 34,160 | -2,083 | -5.7% | -$14.50万 | 减仓 |
| FIS | Fidelity Natl Information Serv | $237.51万 | 0.03% | 61,088 | 377 | 0.6% | $1.47万 | 加仓 |