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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 40
减持 82
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$31.0M
1,040,255
-2%
增持
TSLA
Tesla Inc
+$17.7M
368,077
+210%
增持
GOOG
Alphabet Inc Cap Stock Cl C
-$13.9M
758,059
+1810%
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
GOOGL
Alphabet Inc Cap Stock Cl A
-$13.2M
846,671
+1858%
减持
META
Meta Platforms Inc
-$11.4M
330,191
-5%
减持
NVDA
NVidia Corp
-$11.3M
352,520
-1%
减持
VZ
Verizon Communications Inc
-$10.2M
749,087
-2%
增持
SPY
Spdr S&P 500 Etf Tr
+$9.8M
124,921
+35%
减持
AAPL
Apple Inc
-$9.7M
2,162,501
-4%
减持
T
AT&T Inc
-$8.4M
1,371,299
-2%
增持
INTC
Intel Corp
-$8.3M
722,008
+0%
减持
AMZN
Amazon.Com Inc
+$7.5M
1,233,549
-1%
减持
PFE
Pfizer Inc
-$7.5M
742,899
-3%
增持
PG
Procter & Gamble Co
-$7.2M
427,582
+1%
增持
CMCSA
Comcast Corp Cl A
-$7.0M
724,239
+1%
减持
ADBE
Adobe Inc
-$6.8M
67,621
-3%
减持
ABBV
Abbvie Inc
-$6.0M
296,091
-1%
增持
JNJ
Johnson & Johnson
-$5.5M
416,668
+1%
清仓
—
American Campus Communities In
-$5.5M
0
-100%
减持
EWJ
Ishares Msci Jpn Etf New
-$5.2M
179,477
-32%
减持
IBM
Intl Business Machines
-$4.9M
214,089
-0%
减持
V
Visa Inc Cl A
-$4.9M
238,925
-1%
减持
JPM
JPMorgan Chase & Co
-$4.8M
483,564
-2%
减持
CVX
Chevron Corp
-$4.5M
357,563
-7%
减持
AMT
American Tower Corporation
-$4.2M
84,642
-3%
建仓
NLY
Annaly Capital Management Inc
+$4.1M
238,435
减持
MA
Mastercard Inc Cl A
-$4.1M
124,092
-1%
增持
KO
Coca-Cola Co
-$4.0M
618,678
+1%
建仓
HR
Healthcare Tr America Inc Cl A
+$4.0M
191,395
清仓
—
Vonage Holdings Corp
-$3.9M
0
-100%
增持
IJR
Ishares Core S&P Scp Etf
+$3.9M
82,890
+128%
减持
NKE
Nike Inc Cl B
-$3.8M
190,407
-1%
清仓
—
Cdk Global Inc
-$3.7M
0
-100%
清仓
—
Coherent Inc
-$3.7M
0
-100%
建仓
DT
Dynatrace, Inc.
+$3.6M
104,383
减持
NFLX
Netflix Inc
+$3.5M
64,054
-3%
减持
ORCL
Oracle Corp
-$3.5M
256,660
-7%
减持
AMD
Advanced Micro Devices Inc
-$3.5M
240,740
-2%
增持
CSGP
Costar Group Inc
+$3.4M
52,977
+1199%
减持
MRK
Merck & Co Inc
-$3.4M
334,538
-5%
减持
EQT
Equity Corp
-$3.4M
56,786
-66%
清仓
—
Sailpoint Technlgies Holdings
-$3.3M
0
-100%
减持
FDX
Fedex Corp
-$3.3M
41,461
-0%
增持
MDY
Spdr S&P Mid Cap 400 Etf Tr
+$3.3M
38,881
+30%
减持
QCOM
Qualcomm Inc
-$3.2M
176,075
-3%
减持
CSCO
Cisco Systems Inc
-$3.2M
689,767
-5%
减持
RTX
Raytheon Technologies Corp
-$3.2M
174,323
-4%
减持
NOBL
ProShares S&P 500 Dividend Ari
-$3.2M
8,090
-82%
增持
ABT
Abbott Laboratories
-$3.1M
300,747
+1%
减持
NOW
Servicenow Inc
-$3.1M
29,622
-1%
增持
CHTR
Charter Communications Inc Cl
-$3.0M
18,672
+0%
清仓
—
Iivi Inc
-$3.0M
0
-100%
建仓
—
Frontier Communications Parent
+$3.0M
128,140
增持
PCG
PG&E Corp
+$3.0M
260,673
+815%
减持
FSLR
First Solar Inc
+$2.9M
50,722
-8%
增持
CRM
Salesforce Inc
-$2.9M
139,777
+0%
减持
AVGO
Broadcom Inc
-$2.8M
59,187
-1%
减持
MMM
3M Co
-$2.8M
137,612
-1%
清仓
—
CMC Materials Inc
-$2.8M
0
-100%
减持
ALB
Albemarle Corp
+$2.7M
54,357
-2%
增持
PYPL
Paypal Holdings Inc
+$2.7M
167,502
+0%
减持
EWY
Ishares Msci Sth Kor Etf
-$2.6M
207,533
-3%
增持
WMT
Wal-Mart Inc
+$2.6M
277,640
+1%
减持
ENPH
Enphase Energy Inc
+$2.5M
31,661
-1%
减持
UPS
United Parcel Service Inc Cl B
-$2.5M
111,832
-1%
减持
CAH
Cardinal Health Inc
+$2.5M
175,802
-0%
减持
SPGI
S&P Global Inc
-$2.5M
66,384
-2%
减持
UNH
Unitedhealth Group Inc
-$2.5M
126,730
-2%
减持
BAC
Bank America Corp
-$2.4M
1,155,065
-4%
减持
PLD
Prologis Inc
-$2.4M
135,420
-1%
清仓
—
Jacobs Engineering Group Inc
-$2.4M
0
-100%
减持
MCD
Mcdonalds Corp
-$2.4M
115,424
-2%
减持
TMO
Thermo Fisher Scientific Inc
-$2.3M
49,504
-2%
增持
INVH
Invitation Homes Inc
+$2.3M
101,157
+230%
增持
KMB
Kimberly Clark Corp
-$2.3M
108,701
+1%
减持
UNP
Union Pacific Corp
-$2.3M
103,069
-2%
建仓
COHR
Coherent Corp
+$2.3M
66,070
增持
SYY
Sysco Corp
-$2.3M
166,033
+0%
减持
—
Accenture Plc Ireland Class A
-$2.3M
95,286
-1%
增持
PM
Philip Morris Intl Inc
-$2.3M
165,876
+2%
清仓
—
Healthcare Realty Trust Inc
-$2.2M
0
-100%
减持
MCHI
Ishares Msci China Etf
-$2.2M
129,695
-7%
减持
—
Southwestern Energy Co
-$2.2M
568,654
-38%
增持
CL
Colgate Palmolive Co
-$2.2M
225,431
+0%
减持
OMCL
Omnicell Inc
-$2.2M
23,025
-37%
增持
NEM
Newmont Corporation
-$2.2M
127,689
+1%
清仓
—
Mantech Intl Corp Cl A
-$2.2M
0
-100%
减持
—
Wolfspeed Inc
+$2.1M
63,060
-9%
清仓
—
Sanderson Farms Inc
-$2.1M
0
-100%
清仓
—
Ps Business Parks Inc/ Ca
-$2.1M
0
-100%
建仓
NOVT
Novanta Inc
+$2.1M
18,253
减持
BRK/B
Berkshire Hathaway Inc Cl B
-$2.1M
288,377
-0%
清仓
—
Meritor Inc
-$2.1M
0
-100%
减持
COP
Conocophillips
+$2.1M
200,420
-2%
增持
—
Medtronic Plc
-$2.1M
282,624
+2%
减持
HPQ
Hp Inc
-$2.1M
166,011
-12%
减持
CCI
Crown Castle Inc
-$2.1M
79,759
-1%
减持
—
Linde Plc
-$2.1M
99,134
-1%
建仓
SPXC
SPX Technologies Inc
+$2.0M
36,457
减持
EWT
Ishares Msci Taiwan Etf
-$2.0M
217,267
-4%
减持
DUK
Duke Energy Corp
-$2.0M
136,723
-0%
清仓
—
Spx Corp
-$2.0M
0
-100%
减持
AMGN
Amgen Inc
-$2.0M
89,399
-2%
建仓
ORA
Ormat Technologies Inc Com
+$2.0M
22,812
建仓
J
Jacobs Solutions Inc
+$2.0M
18,102
减持
LLY
Lilly Eli & Co
-$2.0M
116,526
-5%
增持
CINF
Cincinnati Financial Corp
-$1.9M
84,055
+6%
增持
O
Realty Income Corp
-$1.9M
219,028
+2%
增持
VFC
Vf Corp
-$1.9M
161,751
+7%
减持
C
Citigroup Inc
-$1.8M
377,195
-1%
减持
ZTS
Zoetis Inc Cl A
-$1.8M
70,717
-1%
减持
FIS
Fidelity Natl Information Serv
-$1.8M
90,762
-4%
减持
—
Exxon Mobil Corp
-$1.8M
803,377
-4%
清仓
—
Gsk Plc
-$1.8M
0
-100%
建仓
—
Outfront Media Inc Com
+$1.8M
118,125
建仓
—
Leslies Inc
+$1.8M
121,821
减持
SCHW
The Charles Schwab Corporation
+$1.8M
219,462
-1%
增持
TSM
Taiwan Semiconductor Mfg Co Lt
-$1.8M
144,393
+1%
增持
SWK
Stanley Black & Decker Inc
-$1.8M
69,113
+4%
增持
WST
West Pharmaceutical Svsc Inc
-$1.8M
33,888
+1%
减持
AMAT
Applied Materials Inc
-$1.8M
143,732
-3%
增持
CHD
Church & Dwight Inc
-$1.7M
105,542
+6%
减持
AA
Alcoa Corp
-$1.7M
95,614
-11%
减持
ELV
Elevance Health Inc
-$1.7M
42,564
-2%
减持
—
Syneos Health Inc Cl A
-$1.7M
53,001
-9%
增持
—
Walgreens Boots Alliance Inc
-$1.7M
296,092
+2%
减持
MDLZ
Mondelez Intl Inc Cl A
-$1.6M
202,395
-1%
减持
—
Lam Research Corp
-$1.6M
22,473
-3%
增持
GPC
Genuine Parts Co
+$1.6M
77,696
+4%
增持
DLR
Digital Realty Trust Inc
-$1.6M
53,468
+0%
减持
MRNA
Moderna Inc
-$1.6M
53,170
-3%
减持
—
Amcor Plc
-$1.5M
796,557
-2%
减持
EXC
Exelon Corp
-$1.5M
189,875
-1%
减持
SCI
Service Corp Intl
-$1.5M
82,855
-9%
减持
BAX
Baxter Intl Inc
-$1.5M
78,999
-12%
增持
TGT
Target Corp
+$1.5M
116,251
+4%
减持
MPT
Medical Properties Trust Inc
-$1.5M
300,976
-9%
减持
BIIB
Biogen Inc
+$1.5M
24,515
-1%
增持
BDX
Becton Dickinson & Co
-$1.5M
72,967
+1%
减持
BA
Boeing Co
-$1.5M
83,310
-1%
减持
EQIX
Equinix Inc Common Stock REIT
-$1.5M
16,199
-0%
减持
LAD
Lithia Motors Inc Cl A
-$1.5M
14,567
-13%
减持
CABO
Cable One Inc
-$1.4M
2,511
-9%
减持
AZTA
Azenta, Inc
-$1.4M
39,390
-8%
增持
—
Livent Corp
+$1.4M
144,063
+9%
增持
CAT
Caterpillar Inc
-$1.4M
120,705
+2%
清仓
—
Plantronics Inc
-$1.4M
0
-100%
减持
—
Shockwave Med Inc
+$1.4M
19,905
-8%
增持
BABA
Alibaba Group Holding LTD Sp A
-$1.4M
44,726
+2%
建仓
LRN
Stride Inc Com
+$1.4M
33,020
