小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
YOUSIF CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
YOUSIF CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001858789
持仓数
1,858
前50大市值合计
$3.83B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 72
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
META
Facebook Inc Cl A
-$42.6M
338,143
-3%
减持
MSFT
Microsoft Corp
-$37.9M
1,090,116
-2%
减持
HD
Home Depot Inc
-$20.6M
167,703
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
Exxon Mobil Corp
+$19.4M
886,933
+1%
减持
CVX
Chevron Corp
+$18.2M
399,932
-0%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$17.8M
303,975
+2%
减持
NFLX
Netflix Inc
-$15.4M
66,040
-1%
减持
SPY
Spdr S&P 500 Etf Tr
-$15.1M
61,281
-32%
减持
AAPL
Apple Inc
-$14.7M
2,327,597
-2%
增持
EFA
Ishares Msci Eafe Etf
+$13.6M
415,473
+93%
减持
PYPL
Paypal Holdings Inc
-$12.6M
167,152
-1%
减持
NVDA
NVidia Corp
-$12.2M
352,768
-4%
增持
JPM
JPMorgan Chase & Co
-$10.2M
505,941
+1%
清仓
—
Federal Realty Invs Trust
-$9.7M
0
-100%
减持
ADBE
Adobe Inc
-$9.3M
70,453
-4%
减持
LOW
Lowes Cos Inc
-$9.2M
144,782
-3%
增持
ABBV
Abbvie Inc
+$8.7M
308,026
+1%
建仓
FRT
Federal Realty Inv Tr New
+$8.3M
68,063
清仓
—
Xilinx Inc
-$7.8M
0
-100%
清仓
—
Ihs Markit LTD
-$7.7M
0
-100%
增持
—
Accenture Plc Ireland Class A
-$7.6M
99,956
+0%
减持
INTU
Intuit
-$7.6M
44,445
-1%
增持
ABT
Abbott Laboratories
-$7.2M
337,972
+1%
增持
EEM
Ishares Msci Emerg Mkt Etf
+$7.1M
281,613
+145%
减持
IJR
Ishares Core S&P Scp Etf
-$7.0M
49,715
-54%
减持
MOH
Molina Healthcare Inc
-$6.8M
9,434
-70%
清仓
—
Cyrusone Inc
-$6.5M
0
-100%
减持
NKE
Nike Inc Cl B
-$6.3M
195,369
-0%
增持
BRO
Brown & Brown Inc
+$6.3M
134,396
+179%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
-$6.3M
44,180
-1%
减持
CRM
Salesforce Inc
-$6.0M
138,117
-1%
减持
AMZN
Amazon.Com Inc
-$6.0M
62,954
-1%
增持
SHW
Sherwin Williams Co
-$6.0M
61,416
+2%
减持
COP
Conocophillips
+$5.9M
214,849
-0%
减持
GOOG
Alphabet Inc Cap Stock Cl C
-$5.9M
40,858
-1%
增持
PFE
Pfizer Inc
-$5.7M
795,370
+0%
增持
QCOM
Qualcomm Inc
-$5.5M
186,064
+0%
减持
LEG
Leggett & Platt Inc
-$5.5M
78,419
-61%
增持
ADM
Archer Daniels Midland Co
+$5.4M
221,442
+3%
减持
IVW
Ishares S&P 500 Growth Etf
-$5.4M
8,119
-89%
减持
NDSN
Nordson Corp
-$5.4M
8,479
-70%
增持
CHD
Church & Dwight Inc
+$5.3M
99,020
+125%
减持
T
AT&T Inc
-$5.0M
1,428,740
-9%
增持
CSCO
Cisco Systems Inc
-$5.0M
755,064
+2%
减持
EPAM
Epam Systems Inc
-$4.8M
12,683
-1%
减持
ZTS
Zoetis Inc Cl A
-$4.8M
72,783
-4%
增持
JNJ
Johnson & Johnson
+$4.6M
430,376
+3%
减持
—
Lam Research Corp
-$4.6M
23,596
-2%
增持
DIS
Disney Walt Co Disney
-$4.5M
286,452
+1%
清仓
—
Ishares Msci Russia Etf
-$4.4M
0
-100%
减持
TREX
Trex Co Inc
-$4.4M
61,835
-2%
增持
MRNA
Moderna Inc
-$4.4M
54,482
+0%
减持
TMO
Thermo Fisher Scientific Inc
-$4.4M
51,949
-1%
增持
CAH
Cardinal Health Inc
+$4.4M
177,382
+61%
减持
AMAT
Applied Materials Inc
-$4.3M
151,556
-2%
增持
—
Medtronic Plc
+$4.2M
280,544
+8%
增持
OXY
Occidental Petroleum Corp
+$4.2M
149,272
+1%
减持
EXPD
Expeditors Intl Wash Inc
-$4.1M
103,847
-6%
增持
SBUX
Starbucks Corp
-$3.9M
150,904
+0%
增持
ROP
Roper Technologies Inc
+$3.8M
31,134
+41%
增持
BAC
Bank America Corp
-$3.8M
1,244,103
+0%
减持
AMT
American Tower Corporation
-$3.8M
86,986
-1%
增持
GM
General Motors Co
-$3.8M
274,088
+2%
增持
PG
Procter & Gamble Co
-$3.7M
415,103
+1%
增持
MRK
Merck & Co Inc
+$3.7M
369,392
+7%
增持
—
Masimo Corp
-$3.7M
27,264
+4%
建仓
DINO
HF Sinclair Corporation
+$3.7M
92,335
建仓
EEFT
Euronet Worldwide Inc
+$3.7M
28,217
减持
MDY
Spdr S&P Mid Cap 400 Etf Tr
-$3.6M
12,896
-33%
减持
DHR
Danaher Corporation
-$3.4M
85,772
-1%
减持
AOS
Smith A O Corp
-$3.4M
110,090
-10%
减持
EL
Lauder Estee Cos Inc Cl A
-$3.4M
33,797
-1%
增持
CLF
Cleveland Cliffs Inc
+$3.3M
270,432
+9%
建仓
SHEL
Shell PLC Spon ADS
+$3.3M
60,471
减持
DE
Deere & Co
+$3.3M
45,500
-0%
减持
BMY
Bristol-Myers Squibb Co
+$3.3M
334,300
-1%
增持
SPGI
S&P Global Inc
+$3.2M
67,686
+30%
增持
—
Blackrock Inc
-$3.2M
22,049
+1%
减持
AA
Alcoa Corp
+$3.2M
104,750
-0%
减持
NOW
Servicenow Inc
-$3.2M
30,339
-2%
增持
GS
Goldman Sachs Group Inc
-$3.1M
65,730
+1%
增持
EOG
Eog Resources Inc
+$3.1M
94,773
+2%
增持
ECL
Ecolab Inc
-$3.1M
71,252
+7%
减持
NUE
Nucor Corp
+$3.1M
122,592
-8%
建仓
ASO
Academy Sports & Outdoors Inc
+$3.0M
77,365
增持
TRGP
Targa Resources Corp
+$3.0M
129,268
+0%
建仓
SLG
SL Green Realty Corp
+$3.0M
37,024
增持
ALGN
Align Technology Inc
-$3.0M
13,804
+1%
增持
—
Southwestern Energy Co
+$3.0M
1,017,808
+10%
增持
TJX
Tjx Cos Inc
-$3.0M
200,227
+1%
建仓
SONO
Sonos Inc
+$3.0M
104,872
建仓
CEG
Constellation Energy Corp
+$3.0M
52,439
增持
IRT
Independence Realty Trust Inc
+$2.9M
206,887
+110%
清仓
—
Hollyfrontier Corp
-$2.9M
0
-100%
增持
F
Ford Motor Co
-$2.9M
754,774
+0%
清仓
—
CIT Group Inc
-$2.9M
0
-100%
减持
ADP
Automatic Data Processing Inc
-$2.9M
94,940
-4%
减持
WTS
Watts Water Technologies Inc C
-$2.8M
15,562
-40%
增持
ISRG
Intuitive Surgical Inc
-$2.8M
53,891
+1%
减持
MS
Morgan Stanley
-$2.8M
229,629
-2%
增持
WBS
Webster Financial Corp Ct
+$2.8M
97,450
+105%
建仓
—
Hostess Brands, Inc
+$2.8M
127,216
增持
SLB
Schlumberger LTD
+$2.8M
244,074
+0%
增持
ETSY
Etsy Inc
-$2.8M
29,567
+1%
减持
CCI
Crown Castle Intl Corp
-$2.7M
85,124
-4%
增持
ITW
Illinois Tool Works Inc
-$2.7M
79,567
+1%
增持
GILD
Gilead Sciences Inc
-$2.7M
239,031
+3%
清仓
—
Sterling Bancorp Del
-$2.7M
0
-100%
增持
VLO
Valero Energy Corp
+$2.6M
95,450
+2%
清仓
—
SL Green Realty Corp
-$2.6M
0
-100%
增持
UNP
Union Pacific Corp
+$2.6M
109,665
+1%
增持
RTX
Raytheon Technologies Corp
+$2.6M
181,878
+1%
增持
SWK
Stanley Black & Decker Inc
-$2.6M
63,897
+5%
增持
MU
Micron Technology Inc
-$2.5M
185,920
+2%
增持
STLD
Steel Dynamics Inc
+$2.5M
109,283
+3%
增持
MCD
Mcdonalds Corp
-$2.5M
126,774
+1%
增持
WMT
Wal-Mart Inc
+$2.5M
296,912
+3%
减持
MPC
Marathon Petroleum Corp
+$2.4M
123,007
-3%
增持
NEE
Nextera Energy Inc
-$2.4M
380,108
+3%
增持
NEM
Newmont Corporation
+$2.4M
127,592
+2%
增持
—
United States Steel Corp
+$2.4M
158,176
+4%
减持
NEO
Neogenomics Inc
-$2.3M
101,654
-3%
增持
ATO
Atmos Energy Corp
+$2.3M
88,368
+12%
减持
—
Pioneer Natural Resources Co
+$2.2M
33,312
-0%
减持
BLDR
Builders FirstSource Inc
-$2.2M
103,663
-1%
增持
CAT
Caterpillar Inc
+$2.2M
120,914
+1%
增持
C
Citigroup Inc
-$2.2M
387,665
+2%
增持
TGT
Target Corp
-$2.2M
113,985
+0%
减持
GD
General Dynamics Corp
+$2.2M
68,030
-0%
减持
GTLS
Chart Industries Inc
-$2.2M
18,435
-45%
减持
RGEN
Repligen Corp
-$2.2M
25,500
-3%
增持
SRE
Sempra
+$2.2M
59,315
+1%
增持
UNH
Unitedhealth Group Inc
+$2.2M
134,264
+2%
清仓
—
First Midwest Bancorp Del
-$2.2M
0
-100%
增持
FHN
First Horizon Corporation Com
+$2.1M
292,558
+1%
增持
TROW
Price T Rowe Group Inc
-$2.1M
75,427
+10%
增持
AMGN
Amgen Inc
+$2.1M
96,956
+2%
清仓
—
Magellan Health Inc
-$2.1M
0
-100%
增持
—
Pentair Plc
-$2.1M
130,417
+4%
增持
EQT
Equity Corp
+$2.1M
161,447
+2%
增持
CL
Colgate Palmolive Co
-$2.1M
223,514
+0%
减持
HAL
Halliburton Co
+$2.1M
140,791
-2%
增持
—
Linde Plc
-$2.0M
102,348
+2%
减持
MCO
Moodys Corp
-$2.0M
24,355
-7%
减持
A
Agilent Technologies Inc
-$2.0M
42,843
-11%
增持
ADSK
Autodesk Inc
-$2.0M
31,533
+1%
增持
OMCL
Omnicell Inc
-$2.0M
41,125
+1%
减持
KLAC
Kla Corporation
-$2.0M
28,744
-1%
减持
ORCL
Oracle Corp
-$2.0M
285,718
-3%
减持
HP
Helmerich & Payne Inc
+$2.0M
103,532
-0%
