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 |
|---|---|---|---|---|---|---|---|---|
| LKQ | LKQ Corp | $226.26万 | 0.03% | 77,038 | 536 | 0.7% | $1.57万 | 加仓 |
| IDA | Idacorp Inc | $226.11万 | 0.03% | 15,815 | -850 | -5.1% | -$12.15万 | 减仓 |
| — | Hologic Inc | $225.77万 | 0.03% | 29,868 | -3,168 | -9.6% | -$23.95万 | 减仓 |
| — | Commonwealth Bank Of Australia | $225.66万 | 0.03% | 19,647 | 0 | 0.0% | — | 不变 |
| TXRH | Texas Roadhouse Inc | $225.25万 | 0.03% | 13,640 | -1,051 | -7.2% | -$17.36万 | 减仓 |
| MTDR | Matador Resources Co | $225.09万 | 0.03% | 35,627 | -1,710 | -4.6% | -$10.80万 | 减仓 |
| AGCO | Agco Corp | $224.22万 | 0.03% | 19,351 | -1,503 | -7.2% | -$17.42万 | 减仓 |
| ONB | Old Natl Bancorp Ind | $224.15万 | 0.03% | 101,425 | -5,958 | -5.5% | -$13.17万 | 减仓 |
| JAZZ | Jazz Pharmaceuticals Plc Usd | $223.63万 | 0.03% | 11,829 | -984 | -7.7% | -$18.60万 | 减仓 |
| SITM | Sitime Corp | $223.51万 | 0.03% | 6,472 | 535 | 9.0% | $18.48万 | 加仓 |
| STAG | Stag Indl Inc Com | $223.44万 | 0.03% | 61,963 | -1,617 | -2.5% | -$5.83万 | 减仓 |
| SW | Westrock Co | $223.01万 | 0.03% | 55,963 | -2,122 | -3.7% | -$8.46万 | 减仓 |
| SEIC | Sei Investments Co | $221.30万 | 0.03% | 28,202 | -1,541 | -5.2% | -$12.09万 | 减仓 |
| KNSL | Kinsale Cap Group Inc | $220.95万 | 0.03% | 6,467 | -379 | -5.5% | -$12.95万 | 减仓 |
| AM | Antero Midstream Corp | $220.74万 | 0.03% | 96,815 | -5,957 | -5.8% | -$13.58万 | 减仓 |
| BHP | Bhp Group Limited | $220.59万 | 0.03% | 30,326 | 0 | 0.0% | — | 不变 |
| ARES | Ares Management Corporation Cl | $220.52万 | 0.03% | 20,213 | -200 | -1.0% | -$2.18万 | 减仓 |
| SAP | Sap Se-Sponsored Adr | $219.88万 | 0.03% | 12,843 | 0 | 0.0% | — | 不变 |
| FSLR | First Solar Inc | $219.57万 | 0.03% | 11,131 | -284 | -2.5% | -$5.60万 | 减仓 |
| WAL | Western Alliance Bancorp | $218.52万 | 0.03% | 30,843 | -2,020 | -6.1% | -$14.31万 | 减仓 |
| MRNA | Moderna Inc | $218.34万 | 0.03% | 42,981 | -3,358 | -7.2% | -$17.06万 | 减仓 |
| CNC | Centene Corp | $217.26万 | 0.03% | 66,360 | 139 | 0.2% | $4,551 | 加仓 |
| JXN | Jackson Financial Inc Cl A | $217.12万 | 0.03% | 20,537 | 626 | 3.1% | $6.62万 | 加仓 |
| CPT | Camden Property Trust | $216.94万 | 0.03% | 22,214 | -660 | -2.9% | -$6.45万 | 减仓 |
| NTAP | Netapp Inc | $216.79万 | 0.03% | 21,173 | -644 | -3.0% | -$6.59万 | 减仓 |
| COKE | Coca-Cola Consolidated Inc | $216.51万 | 0.03% | 11,292 | -865 | -7.1% | -$16.59万 | 减仓 |
| CRUS | Cirrus Logic Inc | $216.05万 | 0.03% | 14,939 | -771 | -4.9% | -$11.15万 | 减仓 |
| ALV | Autoliv Inc | $215.43万 | 0.03% | 20,486 | -1,572 | -7.1% | -$16.53万 | 减仓 |
| CMC | Commercial Metals Co | $215.01万 | 0.03% | 35,001 | -1,794 | -4.9% | -$11.02万 | 减仓 |
| HQY | Healthequity Inc | $214.98万 | 0.03% | 25,725 | -1,822 | -6.6% | -$15.23万 | 减仓 |
| SIEGY | Siemens Ag Com Dm50 (New) | $214.09万 | 0.03% | 18,066 | 0 | 0.0% | — | 不变 |
| KEX | Kirby Corp | $213.64万 | 0.03% | 16,078 | -861 | -5.1% | -$11.44万 | 减仓 |
| IP | International Paper Co | $213.23万 | 0.03% | 59,728 | -1,333 | -2.2% | -$4.76万 | 减仓 |
| UDR | Udr | $212.70万 | 0.02% | 62,967 | -2,279 | -3.5% | -$7.70万 | 减仓 |
| SM | Sm Energy Co | $212.38万 | 0.02% | 68,114 | 34,134 | 100.5% | $106.43万 | 加仓 |
| CPAY | Corpay Inc | $212.10万 | 0.02% | 7,289 | -264 | -3.5% | -$7.68万 | 减仓 |
| PRIM | Primoris Svcs Corp Com | $211.31万 | 0.02% | 14,773 | -66 | -0.4% | -$9,441 | 减仓 |
| CDW | Cdw Corp | $210.95万 | 0.02% | 17,431 | 355 | 2.1% | $4.30万 | 加仓 |
| ACI | Albertsons Companies, Inc. Cla | $210.93万 | 0.02% | 123,787 | -12,395 | -9.1% | -$21.12万 | 减仓 |
| SSD | Simpson Manufacturing Co Inc | $210.75万 | 0.02% | 12,280 | -668 | -5.2% | -$11.46万 | 减仓 |
| ESI | Element Solutions Inc | $210.25万 | 0.02% | 61,583 | -298 | -0.5% | -$1.02万 | 减仓 |
| NOV | National Oilwell Varco Inc | $210.20万 | 0.02% | 111,751 | -7,045 | -5.9% | -$13.25万 | 减仓 |
| AAL | American Airlines Group Inc | $209.98万 | 0.02% | 195,511 | -11,418 | -5.5% | -$12.26万 | 减仓 |
| MOG/A | Moog Inc Cl A | $209.47万 | 0.02% | 7,158 | 134 | 1.9% | $3.92万 | 加仓 |
| — | Axa Sa Sponsored Adr | $209.05万 | 0.02% | 46,237 | 0 | 0.0% | — | 不变 |
| MOH | Molina Healthcare Inc | $209.01万 | 0.02% | 15,680 | 8,544 | 119.7% | $113.89万 | 加仓 |
| VIAV | Viavi Solutions Inc | $208.36万 | 0.02% | 62,609 | 2,602 | 4.3% | $8.66万 | 加仓 |
| JEF | Jefferies Financial Group Inc | $207.95万 | 0.02% | 50,388 | -2,764 | -5.2% | -$11.41万 | 减仓 |
| LEA | Lear Corp | $207.86万 | 0.02% | 17,167 | -1,204 | -6.6% | -$14.58万 | 减仓 |
| SNA | Snap On Inc | $207.11万 | 0.02% | 5,702 | -234 | -3.9% | -$8.50万 | 减仓 |
| KEY | Keycorp | $206.55万 | 0.02% | 103,019 | -3,501 | -3.3% | -$7.02万 | 减仓 |
| AGX | Argan Inc Com | $206.31万 | 0.02% | 3,788 | 3,788 | — | $206.31万 | 新建仓 |
| PFG | Principal Financial Group Inc | $206.10万 | 0.02% | 22,872 | -1,008 | -4.2% | -$9.08万 | 减仓 |
| EEM | Ishares Msci Emerg Mkt Etf | $205.91万 | 0.02% | 36,259 | -11,190 | -23.6% | -$63.55万 | 减仓 |
| PKG | Packaging Corp America | $205.43万 | 0.02% | 9,680 | -380 | -3.8% | -$8.06万 | 减仓 |
| VRSN | Verisign Inc | $204.92万 | 0.02% | 8,251 | -1,051 | -11.3% | -$26.10万 | 减仓 |
| FORM | Formfactor Inc | $203.51万 | 0.02% | 20,983 | -77 | -0.4% | -$7,468 | 减仓 |
| SANM | Sanmina Corporation | $203.38万 | 0.02% | 15,688 | -43 | -0.3% | -$5,575 | 减仓 |
| — | Iberdrola Sa Adr | $203.20万 | 0.02% | 22,329 | 0 | 0.0% | — | 不变 |
| NVR | NVr Inc | $202.97万 | 0.02% | 308 | -12 | -3.8% | -$7.91万 | 减仓 |
| IFF | International Flavors & Fragra | $202.37万 | 0.02% | 27,894 | -1,111 | -3.8% | -$8.06万 | 减仓 |
| APA | Apa Corporation Com | $201.42万 | 0.02% | 47,460 | -2,207 | -4.4% | -$9.37万 | 减仓 |
| NOBL | ProShares S&P 500 Dividend Ari | $201.09万 | 0.02% | 18,969 | -20,553 | -52.0% | -$217.88万 | 减仓 |
| STWD | Starwood Property Trust Inc Co | $201.02万 | 0.02% | 116,735 | -5,530 | -4.5% | -$9.52万 | 减仓 |
| CART | Maplebear Inc | $200.95万 | 0.02% | 53,643 | -3,158 | -5.6% | -$11.83万 | 减仓 |
| SLAB | Silicon Laboratories Inc | $200.57万 | 0.02% | 9,636 | -516 | -5.1% | -$10.74万 | 减仓 |
| ESE | Esco Technologies Inc | $199.35万 | 0.02% | 7,085 | -13 | -0.2% | -$3,658 | 减仓 |
| — | Intesa Sanpaolo S P A Sponsore | $199.34万 | 0.02% | 55,870 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies Inc Com | $198.78万 | 0.02% | 17,761 | -948 | -5.1% | -$10.61万 | 减仓 |
| TEX | Terex Corp | $198.59万 | 0.02% | 33,602 | 13,138 | 64.2% | $77.65万 | 加仓 |
| MTCH | Match Group Inc | $198.30万 | 0.02% | 64,572 | 38,615 | 148.8% | $118.59万 | 加仓 |
| WFRD | Weatherford Intl PLC | $198.24万 | 0.02% | 20,960 | -1,130 | -5.1% | -$10.69万 | 减仓 |
| PB | Prosperity Bancshares Inc | $198.21万 | 0.02% | 29,505 | 266 | 0.9% | $1.79万 | 加仓 |
| FLR | Fluor Corp | $198.19万 | 0.02% | 42,485 | -2,647 | -5.9% | -$12.35万 | 减仓 |
| TKR | Timken Co | $198.04万 | 0.02% | 19,692 | -1,012 | -4.9% | -$10.18万 | 减仓 |
| EL | Lauder Estee Cos Inc Cl A | $197.97万 | 0.02% | 27,584 | -832 | -2.9% | -$5.97万 | 减仓 |
| CBSH | Commerce Bancshares Inc | $197.65万 | 0.02% | 40,173 | 245 | 0.6% | $1.21万 | 加仓 |
| UAE | iShares MSCI UAE Capped ETF | $197.39万 | 0.02% | 105,837 | -36,000 | -25.4% | -$67.14万 | 减仓 |
| JKHY | Henry Jack & Assoc Inc | $197.09万 | 0.02% | 12,471 | -399 | -3.1% | -$6.31万 | 减仓 |
| LAD | Lithia Motors Inc Cl A | $196.03万 | 0.02% | 7,850 | -360 | -4.4% | -$8.99万 | 减仓 |
| VOYA | Voya Financial Inc | $195.70万 | 0.02% | 28,644 | -1,842 | -6.0% | -$12.58万 | 减仓 |
| — | Air Lease Corp Cl A Cl A | $195.49万 | 0.02% | 30,103 | -2 | -0.0% | -$130 | 减仓 |
| AWI | Armstrong World Inds | $194.72万 | 0.02% | 11,815 | -38 | -0.3% | -$6,263 | 减仓 |
| — | Janus Henderson Group Plc | $194.24万 | 0.02% | 37,812 | -2,043 | -5.1% | -$10.49万 | 减仓 |
| CRBG | Corebridge Financial Inc | $193.20万 | 0.02% | 80,974 | -7,092 | -8.1% | -$16.92万 | 减仓 |
| SMTC | Semtech Corp | $192.68万 | 0.02% | 25,059 | 1,487 | 6.3% | $11.43万 | 加仓 |
| RY | Royal Bank CDA | $192.62万 | 0.02% | 11,906 | 0 | 0.0% | — | 不变 |
| GPN | Global Payments Inc | $192.16万 | 0.02% | 28,553 | -168 | -0.6% | -$1.13万 | 减仓 |
| — | Qorvo Inc | $191.80万 | 0.02% | 24,781 | -22 | -0.1% | -$1,703 | 减仓 |
| HALO | Halozyme Therapeutics Inc | $191.70万 | 0.02% | 29,661 | -1,910 | -6.0% | -$12.34万 | 减仓 |
| FAF | First American Financial Corp | $191.21万 | 0.02% | 31,715 | -1,512 | -4.6% | -$9.12万 | 减仓 |
| MP | Mp Materials Corp Cl A | $190.92万 | 0.02% | 39,560 | -1,873 | -4.5% | -$9.04万 | 减仓 |
| MIDD | Middleby Corp | $189.34万 | 0.02% | 14,281 | -708 | -4.7% | -$9.39万 | 减仓 |
| — | Deutsche Telekom Ag Sponsored | $189.27万 | 0.02% | 51,413 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $189.04万 | 0.02% | 18,501 | 0 | 0.0% | — | 不变 |
| CHWY | Chewy Inc Cl A | $188.60万 | 0.02% | 69,853 | 528 | 0.8% | $1.43万 | 加仓 |
| ULS | UL Solutions Inc Class A | $188.54万 | 0.02% | 21,998 | -587 | -2.6% | -$5.03万 | 减仓 |
| VYMI | Vanguard International High Di | $188.45万 | 0.02% | 19,997 | 0 | 0.0% | — | 不变 |
| JBHT | Hunt J B Trans Services Inc | $186.51万 | 0.02% | 8,802 | -394 | -4.3% | -$8.35万 | 减仓 |
| LUV | Southwest Airlines Co | $185.53万 | 0.02% | 49,382 | -4,332 | -8.1% | -$16.28万 | 减仓 |