13F 机构持仓

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS MI · SEC CIK 0001858789

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$89.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.7%
MSFT 3.5%
AMZN 2.5%
GOOGL 2.1%
AVGO 1.8%
GOOG 1.7%
META 1.6%
TSLA 1.3%
BRK/B 1.2%

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
KRG Kite Realty Group Trust $156.19万0.02%63,623 -3,518-5.2% -$8.64万 减仓
SR Spire Inc $156.10万0.02%17,241 -973-5.3% -$8.81万 减仓
RLI Rli Corp $156.06万0.02%27,360 -1,460-5.1% -$8.33万 减仓
BTSG Brightspring Health Services I $155.56万0.02%36,509 5,16216.5% $22.00万 加仓
IEX Idex Corp $155.43万0.02%8,200 -279-3.3% -$5.29万 减仓
DECK Deckers Outdoor Corp $155.23万0.02%15,509 -909-5.5% -$9.10万 减仓
MSGK Madison Square Garden Sports C $155.20万0.02%4,829 -42-0.9% -$1.35万 减仓
LII Lennox Intl Inc $154.74万0.02%3,334 -96-2.8% -$4.46万 减仓
MHK Mohawk Industries Inc $154.55万0.02%15,697 -13-0.1% -$1,280 减仓
AER AERCAP HOLDINGS NV $154.44万0.02%11,258 -46-0.4% -$6,310 减仓
ECHO Echostar Corporation $154.29万0.02%13,179 -28,642-68.5% -$335.31万 减仓
VTRS Viatris Inc $154.26万0.02%114,181 -4,919-4.1% -$6.65万 减仓
MGY Magnolia Oil & Gas Corp Cl A $154.14万0.02%48,825 -596-1.2% -$1.88万 减仓
HWC Hancock Whitney Corporation $153.30万0.02%24,108 -1,679-6.5% -$10.68万 减仓
BSY Bentley Systems Inc Cl B $153.29万0.02%43,648 -2,537-5.5% -$8.91万 减仓
ALGN Align Technology Inc $153.26万0.02%8,940 -84-0.9% -$1.44万 减仓
WEX Wex Inc $153.22万0.02%10,012 -572-5.4% -$8.75万 减仓
TFX Teleflex Inc $153.17万0.02%12,806 20.0% $239 加仓
CE Celanese Corp $153.16万0.02%23,287 -177-0.8% -$1.16万 减仓
— Teva Pharmaceutical Industries $152.78万0.02%50,724 -7,300-12.6% -$21.99万 减仓
RITM Rithm Capital Corp $152.73万0.02%161,109 145,880957.9% $138.29万 加仓
BC Brunswick Corp $152.33万0.02%20,936 -1,054-4.8% -$7.67万 减仓
INGR Ingredion Inc $152.27万0.02%13,516 -1,090-7.5% -$12.28万 减仓
LNTH Lantheus Holdings Inc $151.64万0.02%19,992 -1,179-5.6% -$8.94万 减仓
— Engie Sponsored Adr $151.57万0.02%47,473 00.0% — 不变
OGS One Gas Inc $150.93万0.02%17,524 -990-5.3% -$8.53万 减仓
PTCT Ptc Therapeutics Inc $150.87万0.02%22,144 -84-0.4% -$5,723 减仓
AMKR Amkor Technology Inc $150.33万0.02%33,384 -1,629-4.7% -$7.34万 减仓
AVY Avery Dennison Corp $150.21万0.02%8,699 -815-8.6% -$14.07万 减仓
SHOP Shopify Inc $150.21万0.02%12,663 00.0% — 不变
INCY Incyte Corp $149.76万0.02%15,912 3462.2% $3.26万 加仓
EG Everest Group Ltd $149.24万0.02%4,566 -240-5.0% -$7.84万 减仓
VSNT Versant Media Group Inc Cl A $148.98万0.02%40,244 -1,888-4.5% -$6.99万 减仓
BCPC Balchem Corp $148.62万0.02%8,769 -67-0.8% -$1.14万 减仓
HR Healthcare Tr America Inc Cl A $148.62万0.02%87,475 -6,862-7.3% -$11.66万 减仓
GNTX Gentex Corp $147.97万0.02%67,723 -3,610-5.1% -$7.89万 减仓
TYL Tyler Technologies Inc $147.46万0.02%4,307 -73-1.7% -$2.50万 减仓
BKH Black Hills Corp $147.38万0.02%21,233 -1,057-4.7% -$7.34万 减仓
MRVL Marvell Technology Inc $147.17万0.02%14,858 -992-6.3% -$9.83万 减仓
VNT Vontier Corporation Com $147.09万0.02%41,470 -3,277-7.3% -$11.62万 减仓
FBIN Fortune Brands Innovations Inc $146.60万0.02%37,619 -1,706-4.3% -$6.65万 减仓
PLXS Plexus Corp $146.27万0.02%7,222 -93-1.3% -$1.88万 减仓
SARO Standardaero Inc $145.89万0.02%56,479 56,479— $145.89万 新建仓
NEU Newmarket Corp $145.18万0.02%2,265 -115-4.8% -$7.37万 减仓
VSEC Vse Corp Com $144.48万0.02%7,835 7,835— $144.48万 新建仓
NPO Enpro Inc $144.25万0.02%5,755 -32-0.6% -$8,021 减仓
HOMB Home Bancshares Inc $144.15万0.02%53,527 -3,077-5.4% -$8.29万 减仓
LYFT Lyft Inc Cl A $144.12万0.02%108,358 108,358— $144.12万 新建仓
RL Ralph Lauren Corp Cl A $143.62万0.02%4,175 -133-3.1% -$4.58万 减仓
FCFS Firstcash Holdings Inc $143.54万0.02%7,635 -625-7.6% -$11.75万 减仓
MAS Masco Corp $143.09万0.02%23,703 -784-3.2% -$4.73万 减仓
NVO Novo-Nordisk AS ADR $142.77万0.02%38,849 00.0% — 不变
GVA Granite Contruction Inc $142.41万0.02%11,879 -106-0.9% -$1.27万 减仓
AVTR Avantor Inc $142.26万0.02%181,459 -9,503-5.0% -$7.45万 减仓
— Arcosa Inc $142.11万0.02%13,389 -79-0.6% -$8,385 减仓
SBRA Sabra Health Care REIT Inc $142.06万0.02%73,874 -2,728-3.6% -$5.25万 减仓
HST Host Hotels & Resorts Inc $141.79万0.02%74,002 -2,470-3.2% -$4.73万 减仓
LPX Louisiana Pac Corp $141.62万0.02%19,466 -973-4.8% -$7.08万 减仓
EXLS Exlservice Holdings Inc $141.46万0.02%46,455 -3,020-6.1% -$9.20万 减仓
HAS Hasbro Inc $141.20万0.02%15,085 -730-4.6% -$6.83万 减仓
POWL Powell Industries Inc $140.52万0.02%2,597 361.4% $1.95万 加仓
MTN Vail Resorts Inc $140.13万0.02%10,920 -656-5.7% -$8.42万 减仓
OZK Bank Ozk $139.83万0.02%30,470 -2,223-6.8% -$10.20万 减仓
— Zurich Ins Group Ltd Sponsored $139.54万0.02%39,946 00.0% — 不变
MATX Matson Inc $139.27万0.02%8,495 -9-0.1% -$1,475 减仓
PCTY Paylocity Holding Corp $139.24万0.02%12,888 -835-6.1% -$9.02万 减仓
CNR Core Natural Resources Inc $139.09万0.02%13,280 -382-2.8% -$4.00万 减仓
ALLE Allegion Pub LTD Co $138.84万0.02%9,556 -237-2.4% -$3.44万 减仓
— Victory Portfolios Trivalent I $138.39万0.02%136,611 00.0% — 不变
PATH Uipath Inc Cl A $138.38万0.02%124,666 -5,592-4.3% -$6.21万 减仓
MAT Mattel Inc $138.27万0.02%95,161 -4,431-4.4% -$6.44万 减仓
LOPE Grand Canyon Ed Inc $137.88万0.02%8,109 -462-5.4% -$7.86万 减仓
AUB Atlantic Un Bankshares Corp $137.45万0.02%38,459 -452-1.2% -$1.62万 减仓
VNO Vornado Realty Trust $137.40万0.02%52,868 -4,596-8.0% -$11.95万 减仓
LBRT Liberty Energy Inc $137.17万0.02%47,627 1970.4% $5,674 加仓
THO Thor Industries Inc $137.06万0.02%17,156 -788-4.4% -$6.30万 减仓
NU Nu Holdings Ltd Cl A $136.72万0.02%95,141 480.1% $690 加仓
ABCB Ameris Bancorp $136.46万0.02%17,497 -42-0.2% -$3,276 减仓
FOXA Fox Corp Cl A $136.34万0.02%23,346 -1,202-4.9% -$7.02万 减仓
AU AngloGold Ashanti Limited $136.09万0.02%13,978 4083.0% $3.97万 加仓
PIPR Piper Sandler Companies $135.90万0.02%17,753 13,197289.7% $101.02万 加仓
CWST Casella Waste Sys Inc-A $135.54万0.02%17,083 -109-0.6% -$8,648 减仓
REZI Resideo Technologies Inc $135.41万0.02%40,170 -500-1.2% -$1.69万 减仓
BUD Anheuser Busch Inbev Sa/Nv Spo $135.35万0.02%19,511 00.0% — 不变
KNF Knife Riv Holding Co Common St $135.28万0.02%16,568 -946-5.4% -$7.72万 减仓
SLM Slm Corp $134.92万0.02%63,018 -3,685-5.5% -$7.89万 减仓
ETSY Etsy Inc $134.22万0.02%26,854 -140-0.5% -$6,997 减仓
— Danone Sp ADR $134.04万0.02%84,252 00.0% — 不变
FITB Fifth Third Bancorp $133.73万0.02%28,785 -45,773-61.4% -$212.66万 减仓
TKO Tko Group Holdings Inc Cl A $133.73万0.02%6,632 -245-3.6% -$4.94万 减仓
ENPH Enphase Energy Inc $133.50万0.02%35,309 -119-0.3% -$4,499 减仓
SIGI Selective Insurance Group Inc $132.13万0.02%17,526 -1,158-6.2% -$8.73万 减仓
MSM Msc Industrial Direct Inc Cl A $131.98万0.02%14,304 -699-4.7% -$6.45万 减仓
SWKS Skyworks Solutions Inc $131.88万0.02%24,627 4,71923.7% $25.27万 加仓
BDC Belden Inc $131.81万0.02%11,479 -657-5.4% -$7.54万 减仓
COO Cooper Cos Inc $131.59万0.02%18,404 -477-2.5% -$3.41万 减仓
MAC Macerich Co/The $131.44万0.02%69,546 -336-0.5% -$6,350 减仓
SE Sea Ltd $131.40万0.02%15,868 00.0% — 不变
TNL Travel And Leisure Co $131.23万0.02%18,967 -2,092-9.9% -$14.47万 减仓
AX Axos Financial Inc $131.05万0.02%15,401 -36-0.2% -$3,063 减仓