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 |
|---|---|---|---|---|---|---|---|---|
| DOCN | Digitalocean Holdings Inc | $184.81万 | 0.02% | 21,545 | 3,143 | 17.1% | $26.96万 | 加仓 |
| KRYS | Krystal Biotech, Inc. | $184.21万 | 0.02% | 7,131 | -36 | -0.5% | -$9,300 | 减仓 |
| GXO | GXO Logistics Inc | $184.15万 | 0.02% | 35,515 | -1,764 | -4.7% | -$9.15万 | 减仓 |
| VAL | Valaris Limited Cl A | $184.05万 | 0.02% | 18,773 | -1,230 | -6.1% | -$12.06万 | 减仓 |
| KHC | Kraft Heinz Co | $183.99万 | 0.02% | 81,810 | -636 | -0.8% | -$1.43万 | 减仓 |
| PODD | Insulet Corp | $183.78万 | 0.02% | 8,758 | -45 | -0.5% | -$9,443 | 减仓 |
| HXL | Hexcel Corp New Com | $182.76万 | 0.02% | 22,582 | -2,173 | -8.8% | -$17.59万 | 减仓 |
| G | Genpact Limited | $182.60万 | 0.02% | 49,020 | -2,986 | -5.7% | -$11.12万 | 减仓 |
| VFC | Vf Corp | $182.47万 | 0.02% | 107,397 | -4,798 | -4.3% | -$8.15万 | 减仓 |
| ZWS | Zurn Elkay Water Solutions Cor | $182.02万 | 0.02% | 40,593 | -319 | -0.8% | -$1.43万 | 减仓 |
| EXP | Eagle Materials Inc | $181.57万 | 0.02% | 9,584 | -654 | -6.4% | -$12.39万 | 减仓 |
| JBTM | Jbt Marel Corporation | $181.50万 | 0.02% | 14,194 | -56 | -0.4% | -$7,161 | 减仓 |
| MUSA | Murphy Usa Inc | $181.19万 | 0.02% | 3,668 | -263 | -6.7% | -$12.99万 | 减仓 |
| POR | Portland General Electric Co C | $181.16万 | 0.02% | 34,331 | -1,671 | -4.6% | -$8.82万 | 减仓 |
| PLNT | Planet Fitness Inc Cl A | $181.07万 | 0.02% | 24,344 | -1,524 | -5.9% | -$11.34万 | 减仓 |
| WH | Wyndham Hotels & Resorts Inc | $180.24万 | 0.02% | 22,189 | -1,223 | -5.2% | -$9.93万 | 减仓 |
| AKAM | Akamai Technologies Inc | $180.18万 | 0.02% | 15,688 | -1,005 | -6.0% | -$11.54万 | 减仓 |
| — | Taylor Morrison Home Corp | $180.17万 | 0.02% | 30,935 | -1,490 | -4.6% | -$8.68万 | 减仓 |
| GATX | Gatx Corp | $180.16万 | 0.02% | 10,552 | -548 | -4.9% | -$9.36万 | 减仓 |
| THG | Hanover Insurance Group Inc | $180.09万 | 0.02% | 10,389 | -980 | -8.6% | -$16.99万 | 减仓 |
| FSS | Federal Signal Corp | $179.94万 | 0.02% | 16,639 | -61 | -0.4% | -$6,597 | 减仓 |
| AXTA | Axalta Coating Systems Ltd | $179.16万 | 0.02% | 64,680 | -3,302 | -4.9% | -$9.15万 | 减仓 |
| MUR | Murphy Oil Corp | $179.03万 | 0.02% | 43,401 | -2,274 | -5.0% | -$9.38万 | 减仓 |
| LULU | Lululemon Athletica Inc | $179.00万 | 0.02% | 11,692 | -193 | -1.6% | -$2.95万 | 减仓 |
| UBS | UBS GROUP AG | $178.41万 | 0.02% | 45,665 | 0 | 0.0% | — | 不变 |
| STZ | Constellation Brands Inc Cl A | $178.14万 | 0.02% | 11,876 | -506 | -4.1% | -$7.59万 | 减仓 |
| SAN | Banco Santander S.A. | $178.05万 | 0.02% | 157,842 | -74,094 | -31.9% | -$83.58万 | 减仓 |
| LDOS | Leidos Holdings Inc | $177.53万 | 0.02% | 11,415 | -399 | -3.4% | -$6.21万 | 减仓 |
| MSA | Msa Safety Inc | $176.97万 | 0.02% | 10,794 | -658 | -5.7% | -$10.79万 | 减仓 |
| MTG | MGIC Inv Corp WI Com | $176.66万 | 0.02% | 67,298 | -4,693 | -6.5% | -$12.32万 | 减仓 |
| EMN | Eastman Chemical Co | $176.63万 | 0.02% | 23,143 | -26 | -0.1% | -$1,984 | 减仓 |
| LNC | Lincoln Natl Corp Ind | $176.58万 | 0.02% | 49,741 | -115 | -0.2% | -$4,082 | 减仓 |
| BALL | Ball Corp | $176.53万 | 0.02% | 29,864 | -1,432 | -4.6% | -$8.46万 | 减仓 |
| — | Sealed Air Corp | $176.30万 | 0.02% | 41,927 | -248 | -0.6% | -$1.04万 | 减仓 |
| AVT | Avnet Inc | $175.77万 | 0.02% | 28,525 | -1,195 | -4.0% | -$7.36万 | 减仓 |
| KMX | Carmax Inc | $175.75万 | 0.02% | 42,269 | -759 | -1.8% | -$3.16万 | 减仓 |
| FFIV | F5 Networks Inc | $175.04万 | 0.02% | 6,050 | -311 | -4.9% | -$9.00万 | 减仓 |
| FNB | Fnb Corp Pa | $174.81万 | 0.02% | 104,551 | -5,813 | -5.3% | -$9.72万 | 减仓 |
| H | Hyatt Hotels Corp Cl A | $174.68万 | 0.02% | 12,148 | -823 | -6.3% | -$11.83万 | 减仓 |
| ABBNY | Abb Ltd Sponsored Adr | $174.04万 | 0.02% | 22,114 | 0 | 0.0% | — | 不变 |
| TRNO | Terreno Rlty Corp | $173.72万 | 0.02% | 28,284 | 65 | 0.2% | $3,992 | 加仓 |
| LSTR | Landstar Systems Inc | $172.97万 | 0.02% | 10,790 | -608 | -5.3% | -$9.75万 | 减仓 |
| EPRT | Essential Properties Realty Tr | $172.86万 | 0.02% | 56,936 | 2,731 | 5.0% | $8.29万 | 加仓 |
| APTV | Aptiv PLC | $172.19万 | 0.02% | 24,797 | -733 | -2.9% | -$5.09万 | 减仓 |
| CSGP | Costar Group Inc | $172.18万 | 0.02% | 42,682 | -726 | -1.7% | -$2.93万 | 减仓 |
| VLY | Valley National Bancorp | $172.01万 | 0.02% | 140,070 | -7,932 | -5.4% | -$9.74万 | 减仓 |
| UFPI | Ufp Industries Inc Com | $171.76万 | 0.02% | 18,645 | -831 | -4.3% | -$7.66万 | 减仓 |
| LW | Lamb Weston Holdings Inc | $171.53万 | 0.02% | 40,589 | 23,371 | 135.7% | $98.77万 | 加仓 |
| FTV | Fortive Corp | $171.12万 | 0.02% | 30,956 | -1,133 | -3.5% | -$6.26万 | 减仓 |
| PTGX | Protagonist Therapeutics | $171.09万 | 0.02% | 16,232 | -49 | -0.3% | -$5,165 | 减仓 |
| MUFG | Mitsubishi Ufj Finl Group Inc | $170.84万 | 0.02% | 100,670 | 0 | 0.0% | — | 不变 |
| M | Macys Inc | $170.70万 | 0.02% | 94,362 | -5,842 | -5.8% | -$10.57万 | 减仓 |
| BBY | Best Buy Inc | $170.62万 | 0.02% | 26,577 | 126 | 0.5% | $8,089 | 加仓 |
| GKOS | Glaukos Corp | $170.54万 | 0.02% | 15,841 | -102 | -0.6% | -$1.10万 | 减仓 |
| AVAV | Aerovironment Inc | $170.49万 | 0.02% | 9,314 | -513 | -5.2% | -$9.39万 | 减仓 |
| PKX | Posco Holdings INC | $170.11万 | 0.02% | 29,083 | 400 | 1.4% | $2.34万 | 加仓 |
| CNX | Cnx Resources Corporation | $169.92万 | 0.02% | 44,077 | 88 | 0.2% | $3,392 | 加仓 |
| J | Jacobs Solutions Inc | $169.74万 | 0.02% | 13,336 | 135 | 1.0% | $1.72万 | 加仓 |
| SWX | Southwest Gas Holdings Inc | $169.72万 | 0.02% | 19,530 | -1,008 | -4.9% | -$8.76万 | 减仓 |
| UBSI | United Bankshares Inc West Va | $169.14万 | 0.02% | 40,835 | -2,425 | -5.6% | -$10.04万 | 减仓 |
| GAP | Gap Inc | $168.70万 | 0.02% | 69,709 | -3,362 | -4.6% | -$8.14万 | 减仓 |
| RYN | Rayonier | $168.67万 | 0.02% | 81,799 | 35,502 | 76.7% | $73.20万 | 加仓 |
| BBVA | Banco Bilbao Vizcaya Adr | $168.32万 | 0.02% | 77,708 | -18,358 | -19.1% | -$39.76万 | 减仓 |
| SON | Sonoco Prods Co | $168.25万 | 0.02% | 31,105 | -1,599 | -4.9% | -$8.65万 | 减仓 |
| TM | Toyota Mtr Corp Sponsored Adr | $168.09万 | 0.02% | 8,156 | 0 | 0.0% | — | 不变 |
| GBCI | Glacier Bancorp Inc | $167.91万 | 0.02% | 37,589 | -2,025 | -5.1% | -$9.05万 | 减仓 |
| VSAT | Viasat Inc | $167.64万 | 0.02% | 36,602 | 114 | 0.3% | $5,221 | 加仓 |
| TXNM | Txnm Energy Inc | $167.63万 | 0.02% | 28,674 | -1,507 | -5.0% | -$8.81万 | 减仓 |
| DRI | Darden Restaurants Inc | $167.61万 | 0.02% | 8,550 | -529 | -5.8% | -$10.37万 | 减仓 |
| MKTX | Marketaxess Holdings Inc | $166.89万 | 0.02% | 10,116 | -26 | -0.3% | -$4,289 | 减仓 |
| PTC | Ptc Inc | $166.84万 | 0.02% | 11,709 | -492 | -4.0% | -$7.01万 | 减仓 |
| NE | Noble Corp Ord A | $166.42万 | 0.02% | 33,915 | 164 | 0.5% | $8,047 | 加仓 |
| CHE | Chemed Corp | $166.13万 | 0.02% | 4,398 | -92 | -2.0% | -$3.48万 | 减仓 |
| OLLI | Ollies Bargain Outlt Holdings | $165.71万 | 0.02% | 18,004 | -939 | -5.0% | -$8.64万 | 减仓 |
| AAON | Aaon Inc | $165.52万 | 0.02% | 20,003 | -1,046 | -5.0% | -$8.66万 | 减仓 |
| AROC | Archrock Inc | $164.90万 | 0.02% | 47,384 | -1,207 | -2.5% | -$4.20万 | 减仓 |
| PAYC | Paycom Software Inc | $164.66万 | 0.02% | 13,548 | 8,032 | 145.6% | $97.62万 | 加仓 |
| NXST | Nexstar Media Group Inc Cl A C | $164.56万 | 0.02% | 9,100 | -473 | -4.9% | -$8.55万 | 减仓 |
| ECG | Everus Contruction Group | $164.46万 | 0.02% | 13,930 | -84 | -0.6% | -$9,917 | 减仓 |
| IBP | Installed Building Prods Inc | $164.05万 | 0.02% | 6,187 | -4 | -0.1% | -$1,061 | 减仓 |
| EIDO | Ishares Msci Indonia Etf | $163.90万 | 0.02% | 103,803 | -17,000 | -14.1% | -$26.84万 | 减仓 |
| AN | Autonation Inc | $163.69万 | 0.02% | 8,383 | -765 | -8.4% | -$14.94万 | 减仓 |
| PBF | Pbf Energy Inc Cl A | $163.52万 | 0.02% | 34,339 | -1,881 | -5.2% | -$8.96万 | 减仓 |
| ESAB | Esab Corporation | $163.34万 | 0.02% | 16,898 | -922 | -5.2% | -$8.91万 | 减仓 |
| ESNT | Essent Group Ltd | $163.08万 | 0.02% | 27,906 | -1,935 | -6.5% | -$11.31万 | 减仓 |
| — | Gates Industrial Corporation P | $163.02万 | 0.02% | 72,100 | -1,215 | -1.7% | -$2.75万 | 减仓 |
| TRMB | Trimble Inc | $162.71万 | 0.02% | 24,944 | -700 | -2.7% | -$4.57万 | 减仓 |
| FCN | Fti Consulting Inc | $162.43万 | 0.02% | 9,189 | -496 | -5.1% | -$8.77万 | 减仓 |
| ST | Sensata Technologies Hldng Plc | $162.21万 | 0.02% | 46,056 | -2,449 | -5.0% | -$8.63万 | 减仓 |
| CLF | Cleveland Cliffs Inc | $162.18万 | 0.02% | 191,931 | -7,974 | -4.0% | -$6.74万 | 减仓 |
| WF | Woori Financial Group Inc | $162.14万 | 0.02% | 24,346 | 0 | 0.0% | — | 不变 |
| NJR | New Jersey Resources | $161.92万 | 0.02% | 29,482 | -1,557 | -5.0% | -$8.55万 | 减仓 |
| ENS | Enersys | $161.47万 | 0.02% | 9,295 | -1,554 | -14.3% | -$27.00万 | 减仓 |
| ALKS | Alkermes Inc Plc | $161.44万 | 0.02% | 45,655 | -356 | -0.8% | -$1.26万 | 减仓 |
| SNEX | Stonex Group Inc | $161.38万 | 0.02% | 20,010 | 7,303 | 57.5% | $58.90万 | 加仓 |
| FND | Floor & Decor Holdings, Inc.-A | $160.55万 | 0.02% | 31,605 | -1,772 | -5.3% | -$9.00万 | 减仓 |
| — | Bnp Paribas Sponsored Adr Reps | $159.69万 | 0.02% | 34,225 | -18,000 | -34.5% | -$83.99万 | 减仓 |
| E | Eni S P A Sponsored Adr | $159.53万 | 0.02% | 28,181 | 0 | 0.0% | — | 不变 |
| CRC | California Resources Corp Stoc | $157.59万 | 0.02% | 22,766 | 1,258 | 5.8% | $8.71万 | 加仓 |
| RGEN | Repligen Corp | $157.07万 | 0.02% | 13,331 | -887 | -6.2% | -$10.45万 | 减仓 |