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 |
|---|---|---|---|---|---|---|---|---|
| KGS | Kodiak Gas Services Inc | $195.07万 | 0.02% | 25,964 | 3,612 | 16.2% | $27.14万 | 加仓 |
| BG | Bunge Global SA | $194.64万 | 0.02% | 18,237 | -1,698 | -8.5% | -$18.12万 | 减仓 |
| BBY | Best Buy Inc | $194.41万 | 0.02% | 25,621 | -956 | -3.6% | -$7.25万 | 减仓 |
| — | Arcosa Inc | $194.15万 | 0.02% | 13,363 | -26 | -0.2% | -$3,778 | 减仓 |
| POOL | Pool Corporation | $194.08万 | 0.02% | 9,031 | 5,112 | 130.4% | $109.86万 | 加仓 |
| MSGK | Madison Square Garden Sports C | $193.85万 | 0.02% | 4,824 | -5 | -0.1% | -$2,009 | 减仓 |
| VRSN | Verisign Inc | $193.73万 | 0.02% | 7,701 | -550 | -6.7% | -$13.84万 | 减仓 |
| NOV | National Oilwell Varco Inc | $193.18万 | 0.02% | 104,139 | -7,612 | -6.8% | -$14.12万 | 减仓 |
| MAC | Macerich Co/The | $192.79万 | 0.02% | 76,534 | 6,988 | 10.0% | $17.60万 | 加仓 |
| VLY | Valley National Bancorp | $192.62万 | 0.02% | 131,483 | -8,587 | -6.1% | -$12.58万 | 减仓 |
| AROC | Archrock Inc | $192.47万 | 0.02% | 47,278 | -106 | -0.2% | -$4,315 | 减仓 |
| FTV | Fortive Corp | $192.46万 | 0.02% | 31,504 | 548 | 1.8% | $3.35万 | 加仓 |
| ACMR | Acm Research, Inc. Class A | $190.59万 | 0.02% | 15,020 | 868 | 6.1% | $11.01万 | 加仓 |
| CF | Cf Industries Holdings Inc | $189.94万 | 0.02% | 17,545 | -826 | -4.5% | -$8.94万 | 减仓 |
| CHRD | Chord Energy Corp | $189.46万 | 0.02% | 16,576 | -1,268 | -7.1% | -$14.49万 | 减仓 |
| GVA | Granite Contruction Inc | $188.04万 | 0.02% | 11,895 | 16 | 0.1% | $2,529 | 加仓 |
| KLIC | Kulicke & Soffa Industries Inc | $188.03万 | 0.02% | 14,057 | 45 | 0.3% | $6,019 | 加仓 |
| LII | Lennox Intl Inc | $187.93万 | 0.02% | 3,280 | -54 | -1.6% | -$3.09万 | 减仓 |
| AWI | Armstrong World Inds | $187.50万 | 0.02% | 11,688 | -127 | -1.1% | -$2.04万 | 减仓 |
| FNB | Fnb Corp Pa | $186.91万 | 0.02% | 97,962 | -6,589 | -6.3% | -$12.57万 | 减仓 |
| MHK | Mohawk Industries Inc | $186.18万 | 0.02% | 15,345 | -352 | -2.2% | -$4.27万 | 减仓 |
| TRNO | Terreno Rlty Corp | $184.52万 | 0.02% | 28,488 | 204 | 0.7% | $1.32万 | 加仓 |
| MUSA | Murphy Usa Inc | $184.40万 | 0.02% | 3,422 | -246 | -6.7% | -$13.26万 | 减仓 |
| MAS | Masco Corp | $184.08万 | 0.02% | 22,623 | -1,080 | -4.6% | -$8.79万 | 减仓 |
| KHC | Kraft Heinz Co | $183.83万 | 0.02% | 77,827 | -3,983 | -4.9% | -$9.41万 | 减仓 |
| PTCT | Ptc Therapeutics Inc | $183.73万 | 0.02% | 22,524 | 380 | 1.7% | $3.10万 | 加仓 |
| CHE | Chemed Corp | $182.99万 | 0.02% | 3,929 | -469 | -10.7% | -$21.84万 | 减仓 |
| ORA | Ormat Technologies Inc Com | $182.68万 | 0.02% | 16,775 | -986 | -5.6% | -$10.74万 | 减仓 |
| GBCI | Glacier Bancorp Inc | $182.53万 | 0.02% | 35,387 | -2,202 | -5.9% | -$11.36万 | 减仓 |
| BALL | Ball Corp | $182.29万 | 0.02% | 29,213 | -651 | -2.2% | -$4.06万 | 减仓 |
| GNRC | Generac Holdings Inc | $182.13万 | 0.02% | 6,220 | -260 | -4.0% | -$7.61万 | 减仓 |
| FLR | Fluor Corp | $182.08万 | 0.02% | 34,755 | -7,730 | -18.2% | -$40.50万 | 减仓 |
| STWD | Starwood Property Trust Inc Co | $181.41万 | 0.02% | 110,750 | -5,985 | -5.1% | -$9.80万 | 减仓 |
| IESC | Ies Holdings Inc | $180.58万 | 0.02% | 2,458 | 2,458 | — | $180.58万 | 新建仓 |
| LYB | Lyondellbasell Industries NV A | $180.14万 | 0.02% | 34,215 | -2,047 | -5.6% | -$10.78万 | 减仓 |
| VSXY | Victorias Secret and Co | $179.77万 | 0.02% | 21,534 | 77 | 0.4% | $6,428 | 加仓 |
| TSN | Tyson Foods Inc Cl A | $179.71万 | 0.02% | 31,391 | -11,365 | -26.6% | -$65.06万 | 减仓 |
| VSH | Vishay Intertechnology Inc | $179.16万 | 0.02% | 33,314 | 388 | 1.2% | $2.09万 | 加仓 |
| BAH | Booz Allen Hamilton Holding Co | $179.04万 | 0.02% | 29,510 | -2,194 | -6.9% | -$13.31万 | 减仓 |
| TSCO | Tractor Supply Co | $179.02万 | 0.02% | 56,634 | 188 | 0.3% | $5,943 | 加仓 |
| IEX | Idex Corp | $178.61万 | 0.02% | 7,870 | -330 | -4.0% | -$7.49万 | 减仓 |
| BR | BroADRidge Financial Solutions | $178.03万 | 0.02% | 13,000 | -4,268 | -24.7% | -$58.45万 | 减仓 |
| MSA | Msa Safety Inc | $177.18万 | 0.02% | 10,149 | -645 | -6.0% | -$11.26万 | 减仓 |
| FND | Floor & Decor Holdings, Inc.-A | $176.85万 | 0.02% | 29,793 | -1,812 | -5.7% | -$10.76万 | 减仓 |
| GATX | Gatx Corp | $176.13万 | 0.02% | 9,940 | -612 | -5.8% | -$10.84万 | 减仓 |
| MRCY | Mercury Systems Inc | $175.97万 | 0.02% | 14,385 | 30 | 0.2% | $3,670 | 加仓 |
| — | Janus Henderson Group Plc | $175.95万 | 0.02% | 33,869 | -3,943 | -10.4% | -$20.48万 | 减仓 |
| INCY | Incyte Corp | $175.72万 | 0.02% | 15,501 | -411 | -2.6% | -$4.66万 | 减仓 |
| AKAM | Akamai Technologies Inc | $175.71万 | 0.02% | 14,864 | -824 | -5.3% | -$9.74万 | 减仓 |
| VTRS | Viatris Inc | $175.11万 | 0.02% | 110,271 | -3,910 | -3.4% | -$6.21万 | 减仓 |
| VSEC | Vse Corp Com | $175.05万 | 0.02% | 7,661 | -174 | -2.2% | -$3.98万 | 减仓 |
| CROX | Crocs Inc | $174.98万 | 0.02% | 14,504 | -1,065 | -6.8% | -$12.85万 | 减仓 |
| LNC | Lincoln Natl Corp Ind | $174.96万 | 0.02% | 49,493 | -248 | -0.5% | -$8,767 | 减仓 |
| ENPH | Enphase Energy Inc | $174.26万 | 0.02% | 35,390 | 81 | 0.2% | $3,988 | 加仓 |
| WH | Wyndham Hotels & Resorts Inc | $173.98万 | 0.02% | 20,660 | -1,529 | -6.9% | -$12.88万 | 减仓 |
| UBSI | United Bankshares Inc West Va | $173.64万 | 0.02% | 37,887 | -2,948 | -7.2% | -$13.51万 | 减仓 |
| SM | Sm Energy Co | $173.24万 | 0.02% | 66,375 | -1,739 | -2.6% | -$4.54万 | 减仓 |
| UCTT | Ultra Clean Holdings Inc | $172.58万 | 0.02% | 12,103 | 1 | 0.0% | $143 | 加仓 |
| EPRT | Essential Properties Realty Tr | $172.34万 | 0.02% | 57,734 | 798 | 1.4% | $2.38万 | 加仓 |
| LGND | Ligand Pharmaceuticals Inc | $172.30万 | 0.02% | 5,451 | 88 | 1.6% | $2.78万 | 加仓 |
| LW | Lamb Weston Holdings Inc | $172.24万 | 0.02% | 39,888 | -701 | -1.7% | -$3.03万 | 减仓 |
| MTG | MGIC Inv Corp WI Com | $171.92万 | 0.02% | 60,963 | -6,335 | -9.4% | -$17.86万 | 减仓 |
| SIRI | Siriusxm Holdings Inc Common S | $170.13万 | 0.02% | 57,594 | 48,812 | 555.8% | $144.19万 | 加仓 |
| RGEN | Repligen Corp | $169.79万 | 0.02% | 12,444 | -887 | -6.7% | -$12.10万 | 减仓 |
| GXO | GXO Logistics Inc | $169.35万 | 0.02% | 33,402 | -2,113 | -5.9% | -$10.71万 | 减仓 |
| POR | Portland General Electric Co C | $169.06万 | 0.02% | 32,618 | -1,713 | -5.0% | -$8.88万 | 减仓 |
| AVTR | Avantor Inc | $169.04万 | 0.02% | 170,750 | -10,709 | -5.9% | -$10.60万 | 减仓 |
| LTH | Life Time Group Holdings Inc C | $169.00万 | 0.02% | 41,381 | 502 | 1.2% | $2.05万 | 加仓 |
| HWC | Hancock Whitney Corporation | $166.96万 | 0.02% | 22,345 | -1,763 | -7.3% | -$13.17万 | 减仓 |
| MTDR | Matador Resources Co | $166.86万 | 0.02% | 33,519 | -2,108 | -5.9% | -$10.49万 | 减仓 |
| CLF | Cleveland Cliffs Inc | $166.75万 | 0.02% | 177,586 | -14,345 | -7.5% | -$13.47万 | 减仓 |
| BROS | Dutch Brothers Inc Cl A | $166.60万 | 0.02% | 23,200 | -1,884 | -7.5% | -$13.53万 | 减仓 |
| VFC | Vf Corp | $166.45万 | 0.02% | 99,791 | -7,606 | -7.1% | -$12.69万 | 减仓 |
| DRI | Darden Restaurants Inc | $166.09万 | 0.02% | 8,062 | -488 | -5.7% | -$10.05万 | 减仓 |
| MTRN | Materion Corp | $166.03万 | 0.02% | 5,583 | 47 | 0.8% | $1.40万 | 加仓 |
| NEU | Newmarket Corp | $165.53万 | 0.02% | 2,092 | -173 | -7.6% | -$13.69万 | 减仓 |
| MTH | Meritage Homes Corp | $165.31万 | 0.02% | 19,715 | -157 | -0.8% | -$1.32万 | 减仓 |
| HST | Host Hotels & Resorts Inc | $165.17万 | 0.02% | 69,664 | -4,338 | -5.9% | -$10.29万 | 减仓 |
| CWST | Casella Waste Sys Inc-A | $165.10万 | 0.02% | 17,026 | -57 | -0.3% | -$5,527 | 减仓 |
| HR | Healthcare Tr America Inc Cl A | $164.30万 | 0.02% | 81,457 | -6,018 | -6.9% | -$12.14万 | 减仓 |
| SON | Sonoco Prods Co | $164.25万 | 0.02% | 29,148 | -1,957 | -6.3% | -$11.03万 | 减仓 |
| RYN | Rayonier | $163.90万 | 0.02% | 77,023 | -4,776 | -5.8% | -$10.16万 | 减仓 |
| AUB | Atlantic Un Bankshares Corp | $163.76万 | 0.02% | 38,704 | 245 | 0.6% | $1.04万 | 加仓 |
| BC | Brunswick Corp | $163.73万 | 0.02% | 19,436 | -1,500 | -7.2% | -$12.64万 | 减仓 |
| SWX | Southwest Gas Holdings Inc | $163.53万 | 0.02% | 18,440 | -1,090 | -5.6% | -$9.67万 | 减仓 |
| ESNT | Essent Group Ltd | $163.42万 | 0.02% | 25,423 | -2,483 | -8.9% | -$15.96万 | 减仓 |
| ALK | Alaska Air Group Inc | $162.52万 | 0.02% | 31,134 | -2,795 | -8.2% | -$14.59万 | 减仓 |
| FITB | Fifth Third Bancorp | $162.38万 | 0.02% | 28,807 | 22 | 0.1% | $1,240 | 加仓 |
| SWKS | Skyworks Solutions Inc | $162.17万 | 0.02% | 23,919 | -708 | -2.9% | -$4.80万 | 减仓 |
| VYMI | Vanguard International High Di | $162.00万 | 0.02% | 16,497 | -3,500 | -17.5% | -$34.37万 | 减仓 |
| CVLT | Commvault Systems Inc | $161.86万 | 0.02% | 11,420 | -1,413 | -11.0% | -$20.03万 | 减仓 |
| RL | Ralph Lauren Corp Cl A | $161.73万 | 0.02% | 4,029 | -146 | -3.5% | -$5.86万 | 减仓 |
| ENVA | Enova Intl Inc | $161.67万 | 0.02% | 6,716 | 119 | 1.8% | $2.86万 | 加仓 |
| TFX | Teleflex Inc | $161.65万 | 0.02% | 12,753 | -53 | -0.4% | -$6,718 | 减仓 |
| WFRD | Weatherford Intl PLC | $160.94万 | 0.02% | 19,747 | -1,213 | -5.8% | -$9.89万 | 减仓 |
| MSM | Msc Industrial Direct Inc Cl A | $159.93万 | 0.02% | 13,445 | -859 | -6.0% | -$10.22万 | 减仓 |
| SIGI | Selective Insurance Group Inc | $159.90万 | 0.02% | 16,483 | -1,043 | -6.0% | -$10.12万 | 减仓 |
| KRG | Kite Realty Group Trust | $159.67万 | 0.02% | 56,261 | -7,362 | -11.6% | -$20.89万 | 减仓 |
| NOVT | Novanta Inc | $159.58万 | 0.02% | 9,836 | -617 | -5.9% | -$10.01万 | 减仓 |
| J | Jacobs Solutions Inc | $159.35万 | 0.02% | 12,647 | -689 | -5.2% | -$8.68万 | 减仓 |