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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVidia Corp | $4.57亿 | 5.11% | 2,284,028 | -193,386 | -7.8% | -$3,869.46万 | 减仓 |
| AAPL | Apple Inc | $4.26亿 | 4.77% | 1,473,602 | -120,257 | -7.5% | -$3,479.76万 | 减仓 |
| MSFT | Microsoft Corp | $2.75亿 | 3.08% | 738,401 | -58,960 | -7.4% | -$2,199.33万 | 减仓 |
| AMZN | Amazon.Com Inc | $2.31亿 | 2.58% | 967,285 | -74,657 | -7.2% | -$1,779.37万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $2.04亿 | 2.28% | 570,085 | -45,823 | -7.4% | -$1,637.58万 | 减仓 |
| AVGO | Broadcom Inc | $1.71亿 | 1.92% | 453,874 | -38,177 | -7.8% | -$1,442.13万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $1.63亿 | 1.83% | 461,693 | -35,714 | -7.2% | -$1,261.88万 | 减仓 |
| MU | Micron Technology Inc | $1.36亿 | 1.52% | 117,948 | -11,384 | -8.8% | -$1,314.04万 | 减仓 |
| META | Meta Platforms Inc | $1.25亿 | 1.40% | 222,514 | -15,753 | -6.6% | -$887.35万 | 减仓 |
| TSLA | Tesla Inc | $1.18亿 | 1.32% | 280,084 | -20,262 | -6.7% | -$852.22万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $9,871.89万 | 1.10% | 197,284 | -14,113 | -6.7% | -$706.20万 | 减仓 |
| JPM | JPMorgan Chase & Co | $9,612.09万 | 1.08% | 293,651 | -21,186 | -6.7% | -$693.48万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $9,417.60万 | 1.05% | 162,118 | -12,096 | -6.9% | -$702.67万 | 减仓 |
| LLY | Lilly Eli & Co | $8,142.81万 | 0.91% | 67,889 | -6,054 | -8.2% | -$726.13万 | 减仓 |
| INTC | Intel Corp | $7,209.77万 | 0.81% | 516,348 | -69,633 | -11.9% | -$972.29万 | 减仓 |
| — | Exxon Mobil Corp | $6,946.48万 | 0.78% | 508,081 | -47,283 | -8.5% | -$646.45万 | 减仓 |
| JNJ | Johnson & Johnson | $6,839.69万 | 0.77% | 269,311 | -26,775 | -9.0% | -$680.00万 | 减仓 |
| CAT | Caterpillar Inc | $6,658.94万 | 0.75% | 62,531 | -6,526 | -9.5% | -$694.95万 | 减仓 |
| EWT | Ishares Msci Taiwan Etf | $5,955.87万 | 0.67% | 548,372 | -77,460 | -12.4% | -$841.29万 | 减仓 |
| V | Visa Inc Cl A | $5,746.31万 | 0.64% | 167,487 | -14,344 | -7.9% | -$492.13万 | 减仓 |
| AMAT | Applied Materials Inc | $5,713.01万 | 0.64% | 79,018 | -7,175 | -8.3% | -$518.75万 | 减仓 |
| LRCX | Lam Research Corp New | $5,360.41万 | 0.60% | 123,703 | -11,362 | -8.4% | -$492.35万 | 减仓 |
| CSCO | Cisco Systems Inc | $5,231.07万 | 0.59% | 445,349 | -41,324 | -8.5% | -$485.39万 | 减仓 |
| ABBV | Abbvie Inc | $5,092.42万 | 0.57% | 202,369 | -12,465 | -5.8% | -$313.67万 | 减仓 |
| WMT | Wal-Mart Inc | $4,785.64万 | 0.54% | 422,536 | -38,763 | -8.4% | -$439.03万 | 减仓 |
| EWY | Ishares Msci Sth Kor Etf | $4,768.05万 | 0.53% | 236,159 | -14,375 | -5.7% | -$290.23万 | 减仓 |
| COST | Costco Wholesale Corp | $4,524.63万 | 0.51% | 48,367 | -3,128 | -6.1% | -$292.62万 | 减仓 |
| — | Schwab Capital Trust Total Sto | $4,277.87万 | 0.48% | 2,350,476 | 0 | 0.0% | — | 不变 |
| BAC | Bank America Corp | $4,206.36万 | 0.47% | 738,216 | -53,349 | -6.7% | -$303.98万 | 减仓 |
| CVX | Chevron Corp | $4,199.17万 | 0.47% | 253,328 | -18,713 | -6.9% | -$310.19万 | 减仓 |
| GE | General Electric Company | $4,127.17万 | 0.46% | 110,432 | -8,714 | -7.3% | -$325.67万 | 减仓 |
| MA | Mastercard Inc Cl A | $4,110.37万 | 0.46% | 80,030 | -6,616 | -7.6% | -$339.80万 | 减仓 |
| KLAC | Kla Corporation | $3,998.43万 | 0.45% | 132,526 | -13,494 | -9.2% | -$407.13万 | 减仓 |
| PG | Procter & Gamble Co | $3,965.73万 | 0.44% | 270,440 | -18,728 | -6.5% | -$274.63万 | 减仓 |
| HD | Home Depot Inc | $3,744.44万 | 0.42% | 106,171 | -8,850 | -7.7% | -$312.12万 | 减仓 |
| UNH | Unitedhealth Group Inc | $3,516.48万 | 0.39% | 84,606 | -6,436 | -7.1% | -$267.50万 | 减仓 |
| IBM | Intl Business Machines | $3,491.84万 | 0.39% | 124,172 | -7,011 | -5.3% | -$197.16万 | 减仓 |
| LIN | Linde PLC | $3,358.39万 | 0.38% | 64,716 | -5,634 | -8.0% | -$292.37万 | 减仓 |
| GS | Goldman Sachs Group Inc | $3,255.64万 | 0.36% | 32,190 | -3,081 | -8.7% | -$311.61万 | 减仓 |
| KO | Coca-Cola Co | $3,215.96万 | 0.36% | 395,713 | -36,126 | -8.4% | -$293.60万 | 减仓 |
| SNDK | Sandisk Corp | $3,096.59万 | 0.35% | 13,619 | -1,389 | -9.3% | -$315.82万 | 减仓 |
| GEV | GE Vernova Inc | $3,061.62万 | 0.34% | 26,059 | -2,069 | -7.4% | -$243.08万 | 减仓 |
| NFLX | Netflix Inc | $2,925.40万 | 0.33% | 409,720 | -30,238 | -6.9% | -$215.90万 | 减仓 |
| MRK | Merck & Co Inc | $2,904.70万 | 0.33% | 226,047 | -19,283 | -7.9% | -$247.79万 | 减仓 |
| WFC | Wells Fargo Co | $2,888.17万 | 0.32% | 349,488 | -28,124 | -7.4% | -$232.42万 | 减仓 |
| TXN | Texas Instruments Inc | $2,815.19万 | 0.32% | 94,447 | -7,579 | -7.4% | -$225.91万 | 减仓 |
| C | Citigroup Inc | $2,748.33万 | 0.31% | 196,365 | -22,072 | -10.1% | -$308.92万 | 减仓 |
| MS | Morgan Stanley | $2,725.81万 | 0.31% | 130,397 | -10,684 | -7.6% | -$223.34万 | 减仓 |
| NEE | Nextera Energy Inc | $2,611.70万 | 0.29% | 297,562 | -20,396 | -6.4% | -$179.02万 | 减仓 |
| EFA | Ishares Msci Eafe Etf | $2,555.98万 | 0.29% | 246,051 | 52,769 | 27.3% | $548.16万 | 加仓 |
| ORCL | Oracle Corp | $2,529.53万 | 0.28% | 172,605 | -13,819 | -7.4% | -$202.52万 | 减仓 |
| PANW | Palo Alto Networks Inc | $2,524.57万 | 0.28% | 74,030 | -5,505 | -6.9% | -$187.73万 | 减仓 |
| IJR | Ishares Core S&P Scp Etf | $2,520.91万 | 0.28% | 169,976 | 17,141 | 11.2% | $254.22万 | 加仓 |
| PLTR | Palantir Technologies Inc Cl A | $2,497.55万 | 0.28% | 214,070 | -14,953 | -6.5% | -$174.46万 | 减仓 |
| INDA | Ishares Msci India Etf | $2,325.64万 | 0.26% | 470,872 | -183,844 | -28.1% | -$908.01万 | 减仓 |
| MRVL | Marvell Technology Inc | $2,306.12万 | 0.26% | 77,415 | 62,557 | 421.0% | $1,863.51万 | 加仓 |
| CB | Chubb Limited | $2,300.37万 | 0.26% | 67,511 | -4,875 | -6.7% | -$166.11万 | 减仓 |
| APH | Amphenol Corp Cl A | $2,255.19万 | 0.25% | 127,903 | -10,803 | -7.8% | -$190.48万 | 减仓 |
| WELL | Welltower Inc | $2,228.65万 | 0.25% | 98,192 | -4,198 | -4.1% | -$95.28万 | 减仓 |
| SPY | State Street Spdr S&P 500 Etf | $2,187.07万 | 0.24% | 29,287 | -43,973 | -60.0% | -$3,283.77万 | 减仓 |
| MCD | Mcdonalds Corp | $2,102.57万 | 0.24% | 77,784 | -6,619 | -7.8% | -$178.92万 | 减仓 |
| ADI | Analog Devices Inc | $2,092.93万 | 0.23% | 52,696 | -2,830 | -5.1% | -$112.40万 | 减仓 |
| QCOM | Qualcomm Inc | $2,088.83万 | 0.23% | 113,038 | -8,965 | -7.3% | -$165.66万 | 减仓 |
| VZ | Verizon Communications Inc | $2,083.19万 | 0.23% | 492,016 | -43,580 | -8.1% | -$184.52万 | 减仓 |
| WDC | Western Digital Corp | $2,070.86万 | 0.23% | 32,422 | -2,645 | -7.5% | -$168.94万 | 减仓 |
| PEP | Pepsico Inc | $2,054.61万 | 0.23% | 151,744 | -13,210 | -8.0% | -$178.86万 | 减仓 |
| ABT | Abbott Laboratories | $2,016.75万 | 0.23% | 222,256 | -12,564 | -5.4% | -$114.01万 | 减仓 |
| STX | Seagate Technology Holdings PL | $1,983.94万 | 0.22% | 20,559 | -1,480 | -6.7% | -$142.82万 | 减仓 |
| MDT | Medtronic Plc | $1,968.73万 | 0.22% | 251,659 | -8,891 | -3.4% | -$69.55万 | 减仓 |
| LOW | Lowes Cos Inc | $1,933.56万 | 0.22% | 87,694 | -5,866 | -6.3% | -$129.34万 | 减仓 |
| CVS | CVS Health Corp | $1,879.54万 | 0.21% | 181,686 | -13,902 | -7.1% | -$143.82万 | 减仓 |
| AXP | American Express Co | $1,879.18万 | 0.21% | 55,556 | -4,305 | -7.2% | -$145.62万 | 减仓 |
| TJX | Tjx Cos Inc | $1,863.55万 | 0.21% | 123,007 | -9,379 | -7.1% | -$142.09万 | 减仓 |
| AMGN | Amgen Inc | $1,855.25万 | 0.21% | 51,233 | -4,298 | -7.7% | -$155.64万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $1,826.31万 | 0.20% | 45,924 | -1,317 | -2.8% | -$52.37万 | 减仓 |
| UNP | Union Pacific Corp | $1,812.99万 | 0.20% | 66,654 | -5,049 | -7.0% | -$137.33万 | 减仓 |
| SPGI | S&P Global Inc | $1,802.35万 | 0.20% | 44,256 | -3,028 | -6.4% | -$123.32万 | 减仓 |
| PLD | Prologis Inc | $1,799.92万 | 0.20% | 132,865 | -2,241 | -1.7% | -$30.36万 | 减仓 |
| CAH | Cardinal Health Inc | $1,799.30万 | 0.20% | 75,741 | -3,697 | -4.7% | -$87.83万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $1,793.91万 | 0.20% | 23,507 | -1,598 | -6.4% | -$121.95万 | 减仓 |
| T | AT&T Inc | $1,735.38万 | 0.19% | 838,349 | -61,297 | -6.8% | -$126.88万 | 减仓 |
| DIS | Disney Walt Co Disney | $1,732.26万 | 0.19% | 179,975 | -15,883 | -8.1% | -$152.87万 | 减仓 |
| DE | Deere & Co | $1,722.55万 | 0.19% | 27,155 | -2,019 | -6.9% | -$128.07万 | 减仓 |
| GLW | Corning Inc | $1,703.44万 | 0.19% | 66,689 | -6,502 | -8.9% | -$166.08万 | 减仓 |
| RTX | Rtx Corp | $1,688.58万 | 0.19% | 88,999 | -9,196 | -9.4% | -$174.48万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $1,679.96万 | 0.19% | 33,508 | -2,903 | -8.0% | -$145.54万 | 减仓 |
| ANET | Arista Networks Inc | $1,663.92万 | 0.19% | 97,947 | -7,458 | -7.1% | -$126.70万 | 减仓 |
| PM | Philip Morris Intl Inc | $1,624.63万 | 0.18% | 89,803 | -10,542 | -10.5% | -$190.72万 | 减仓 |
| NUE | Nucor Corp | $1,598.73万 | 0.18% | 71,773 | -3,886 | -5.1% | -$86.56万 | 减仓 |
| ADP | Automatic Data Processing Inc | $1,594.45万 | 0.18% | 71,197 | -3,181 | -4.3% | -$71.24万 | 减仓 |
| CL | Colgate Palmolive Co | $1,538.83万 | 0.17% | 167,848 | -8,356 | -4.7% | -$76.61万 | 减仓 |
| ETN | Eaton Corp Plc | $1,538.29万 | 0.17% | 36,100 | -2,473 | -6.4% | -$105.38万 | 减仓 |
| GWW | Grainger W W Inc | $1,535.98万 | 0.17% | 11,291 | -941 | -7.7% | -$128.01万 | 减仓 |
| SCHW | The Charles Schwab Corporation | $1,521.86万 | 0.17% | 164,935 | -14,950 | -8.3% | -$137.94万 | 减仓 |
| GILD | Gilead Sciences Inc | $1,517.14万 | 0.17% | 120,084 | -10,078 | -7.7% | -$127.33万 | 减仓 |
| ECL | Ecolab Inc | $1,507.88万 | 0.17% | 54,122 | -2,811 | -4.9% | -$78.32万 | 减仓 |
| ITW | Illinois Tool Works Inc | $1,505.17万 | 0.17% | 55,650 | -3,299 | -5.6% | -$89.23万 | 减仓 |
| SYK | Stryker Corp | $1,501.68万 | 0.17% | 47,697 | -866 | -1.8% | -$27.26万 | 减仓 |
| O | Realty Income Corp | $1,492.78万 | 0.17% | 240,926 | -10,749 | -4.3% | -$66.60万 | 减仓 |
| AFL | Aflac Inc | $1,488.00万 | 0.17% | 126,908 | -15,320 | -10.8% | -$179.63万 | 减仓 |