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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 4
增持 114
减持 26
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
TSLA
Tesla Inc
-$49.8M
388,105
+5%
增持
AMZN
Amazon.Com Inc
-$31.0M
1,290,749
+5%
减持
—
Exxon Mobil Corp
+$17.7M
796,444
-1%
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
MSFT
Microsoft Corp
+$16.6M
1,079,463
+4%
增持
JPM
JPMorgan Chase & Co
+$16.5M
499,813
+3%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$14.0M
294,506
+2%
增持
CVX
Chevron Corp
+$13.0M
358,508
+0%
增持
PG
Procter & Gamble Co
+$12.4M
437,794
+2%
增持
AAPL
Apple Inc
-$11.6M
2,210,886
+2%
增持
NVDA
NVidia Corp
+$10.1M
362,180
+3%
增持
MRK
Merck & Co Inc
+$9.9M
348,964
+4%
增持
CAT
Caterpillar Inc
+$9.3M
121,319
+1%
增持
MA
Mastercard Inc Cl A
+$8.8M
126,802
+2%
增持
ABBV
Abbvie Inc
+$8.7M
299,858
+1%
增持
V
Visa Inc Cl A
+$8.5M
245,133
+3%
增持
AVGO
Broadcom Inc
+$8.1M
61,570
+4%
增持
HD
Home Depot Inc
+$7.9M
161,024
+4%
增持
NKE
Nike Inc Cl B
+$7.3M
197,546
+4%
增持
GILD
Gilead Sciences Inc
+$6.7M
251,006
+5%
增持
PFE
Pfizer Inc
+$6.5M
762,158
+3%
增持
—
Linde Plc
+$6.2M
100,896
+2%
增持
KO
Coca-Cola Co
+$6.0M
639,093
+3%
增持
CSCO
Cisco Systems Inc
+$6.0M
704,758
+2%
清仓
—
Alleghany Corp
-$5.9M
0
-100%
增持
JNJ
Johnson & Johnson
+$5.9M
418,520
+0%
减持
BA
Boeing Co
+$5.8M
83,189
-0%
增持
PLD
Prologis Inc
+$5.6M
172,120
+27%
增持
DE
Deere & Co
+$5.5M
46,794
+7%
增持
IBM
Intl Business Machines
+$5.4M
218,787
+2%
增持
HON
Honeywell Intl Inc
+$5.4M
109,468
+1%
增持
MDY
Spdr S&P Mid Cap 400 Etf Tr
+$5.3M
47,131
+21%
增持
T
AT&T Inc
+$5.2M
1,422,816
+4%
增持
ISRG
Intuitive Surgical Inc
+$5.1M
57,472
+6%
减持
ORCL
Oracle Corp
+$5.0M
252,982
-1%
增持
NUE
Nucor Corp
+$5.0M
133,424
+13%
增持
ELV
Elevance Health Inc
+$4.8M
47,034
+11%
减持
LLY
Lilly Eli & Co
+$4.8M
116,037
-0%
增持
COP
Conocophillips
+$4.7M
213,827
+7%
增持
ABT
Abbott Laboratories
+$4.7M
307,918
+2%
增持
PEP
Pepsico Inc
+$4.7M
226,574
+2%
增持
CMCSA
Comcast Corp Cl A
+$4.6M
739,236
+2%
建仓
AR
Antero Resources Corp
+$4.6M
147,926
增持
CUBE
Cubesmart
+$4.6M
123,007
+1208%
增持
BAC
Bank America Corp
+$4.6M
1,191,281
+3%
减持
FSLR
First Solar Inc
-$4.5M
14,442
-72%
增持
WMT
Wal-Mart Inc
+$4.5M
285,644
+3%
增持
GOOG
Alphabet Inc Cap Stock Cl C
-$4.4M
771,336
+2%
增持
GOOGL
Alphabet Inc Cap Stock Cl A
-$4.3M
868,626
+3%
增持
EMR
Emerson Electric Co
+$4.3M
175,862
+2%
增持
—
Chubb Limited
+$4.3M
109,083
+0%
增持
—
Arch Capital Group LTD
+$4.2M
72,916
+867%
清仓
—
Twitter Inc
-$4.2M
0
-100%
减持
APD
Air Prods & Chems Inc
+$4.1M
61,396
-4%
减持
ADBE
Adobe Inc
+$4.1M
67,475
-0%
增持
UNH
Unitedhealth Group Inc
+$4.1M
128,421
+1%
增持
—
Blackrock Inc
+$4.1M
23,181
+3%
减持
SLB
Schlumberger LTD
+$4.0M
228,956
-0%
增持
NOBL
ProShares S&P 500 Dividend Ari
+$3.9M
50,793
+528%
增持
MCD
Mcdonalds Corp
+$3.9M
115,902
+0%
增持
META
Meta Platforms Inc
-$3.8M
340,547
+3%
增持
CI
Cigna Corp
+$3.8M
58,094
+4%
减持
NFLX
Netflix Inc
+$3.7M
63,599
-1%
增持
AMGN
Amgen Inc
+$3.7M
90,693
+1%
增持
TJX
Tjx Cos Inc
+$3.6M
194,311
+2%
建仓
NXST
Nexstar Media Group Inc Cl A C
+$3.6M
20,354
增持
BDX
Becton Dickinson & Co
+$3.5M
77,673
+6%
增持
ITW
Illinois Tool Works Inc
+$3.4M
81,906
+1%
减持
NRG
Nrg Energy Inc
-$3.4M
39,359
-68%
增持
SPY
Spdr S&P 500 Etf Tr
+$3.4M
125,576
+1%
增持
RTX
Raytheon Technologies Corp
+$3.4M
175,058
+0%
减持
AFL
Aflac Inc
+$3.3M
231,586
-2%
清仓
—
Duke Realty Investments Inc
-$3.3M
0
-100%
增持
NEE
Nextera Energy Inc
+$3.3M
402,161
+4%
减持
STLD
Steel Dynamics Inc
-$3.3M
35,205
-63%
增持
KMB
Kimberly Clark Corp
+$3.2M
113,904
+5%
增持
FCX
Freeport-Mcmoran Inc Cl B
+$3.2M
234,615
+12%
减持
GE
General Electric Company
+$3.2M
167,429
-4%
增持
EOG
Eog Resources Inc
+$3.2M
101,972
+14%
增持
SCHW
The Charles Schwab Corporation
+$3.2M
227,401
+4%
增持
LMT
Lockheed Martin Corp
+$3.1M
26,029
+6%
增持
PM
Philip Morris Intl Inc
+$3.1M
166,186
+0%
增持
APA
Apa Corporation Com
+$3.0M
100,215
+100%
增持
SYK
Stryker Corp
+$2.9M
51,080
+8%
增持
FBIN
Fortune Brands Innovations Inc
+$2.8M
68,704
+224%
增持
ROP
Roper Technologies Inc
+$2.8M
33,550
+3%
增持
—
Hess Corp
+$2.7M
48,675
+27%
增持
SBUX
Starbucks Corp
+$2.7M
151,032
+4%
减持
MRNA
Moderna Inc
+$2.7M
50,219
-6%
增持
SHW
Sherwin Williams Co
+$2.7M
61,866
+6%
增持
EWY
Ishares Msci Sth Kor Etf
+$2.7M
221,553
+7%
增持
MDLZ
Mondelez Intl Inc Cl A
+$2.6M
205,960
+2%
增持
SPGI
S&P Global Inc
+$2.6M
68,283
+3%
增持
CL
Colgate Palmolive Co
+$2.6M
233,459
+4%
增持
OKE
Oneok Inc
+$2.5M
90,971
+36%
减持
TRGP
Targa Resources Corp
-$2.5M
65,131
-46%
增持
BKNG
Booking Holdings Inc
+$2.4M
6,332
+1%
增持
—
Pioneer Natural Resources Co
+$2.4M
42,115
+27%
增持
FICO
Fair Isaac Corp
+$2.4M
12,940
+0%
增持
GWW
Grainger W W Inc
+$2.4M
23,517
+8%
增持
TMO
Thermo Fisher Scientific Inc
+$2.4M
49,971
+1%
增持
BSX
Boston Scientific Corp
+$2.4M
238,646
+7%
增持
TXN
Texas Instruments Inc
+$2.3M
142,592
+4%
增持
CTAS
Cintas Corp
+$2.3M
31,713
+3%
减持
ROG
Rogers Corp
-$2.3M
11,929
-22%
增持
PYPL
Paypal Holdings Inc
-$2.3M
170,433
+2%
增持
ALB
Albemarle Corp
-$2.2M
55,981
+3%
增持
PCG
PG&E Corp
+$2.2M
336,207
+29%
减持
—
Svb Financial Group
-$2.2M
9,114
-29%
增持
ADI
Analog Devices Inc
+$2.2M
79,205
+2%
增持
UPS
United Parcel Service Inc Cl B
+$2.1M
116,169
+4%
减持
—
Livent Corp
-$2.1M
115,133
-20%
增持
VZ
Verizon Communications Inc
+$2.1M
775,828
+4%
增持
—
Wolfspeed Inc
-$2.1M
63,768
+1%
减持
LNTH
Lantheus Holdings Inc
-$2.1M
36,364
-35%
减持
GD
General Dynamics Corp
+$2.1M
65,263
-2%
增持
—
Walgreens Boots Alliance Inc
+$2.0M
303,568
+3%
增持
CTRA
Cottera Energy Inc
+$2.0M
197,278
+84%
增持
C
Citigroup Inc
+$2.0M
392,168
+4%
清仓
—
Citrix Systems Inc
-$2.0M
0
-100%
增持
O
Realty Income Corp
+$2.0M
232,505
+6%
建仓
—
Super Micro Computer Inc Com
+$2.0M
24,139
减持
AIG
American Intl Group Inc
+$2.0M
135,993
-3%
增持
HAL
Halliburton Co
+$2.0M
132,800
+0%
增持
OTIS
Otis Worldwide Corp
+$1.9M
74,490
+22%
减持
GNRC
Generac Holdings Inc
-$1.9M
10,327
-38%
增持
SPG
Simon Property Group Inc
+$1.9M
62,185
+3%
增持
MKC
Mccormick & Co Inc Non Vtg
+$1.9M
127,827
+5%
减持
ADM
Archer Daniels Midland Co
+$1.9M
199,677
-3%
增持
ED
Consolidated Edison Inc
+$1.9M
154,443
+3%
建仓
WLK
Westlake Corp
+$1.9M
18,467
增持
EQIX
Equinix Inc Common Stock REIT
+$1.9M
16,953
+5%
减持
ENPH
Enphase Energy Inc
-$1.9M
26,080
-18%
增持
MOS
Mosaic Co
+$1.9M
103,519
+88%
增持
MNST
Monster Beverage Corp
+$1.9M
56,218
+27%
增持
—
Johnson Controls Intl Plc
+$1.8M
113,596
+3%
增持
BEN
Franklin Resources Inc
+$1.8M
305,296
+6%
增持
WMB
Williams Cos Inc
+$1.8M
222,569
+16%
减持
PSX
Phillips 66
+$1.8M
88,035
-3%
增持
ROST
Ross Stores Inc
+$1.8M
54,271
+2%
增持
INTC
Intel Corp
+$1.8M
772,128
+7%
增持
AXON
Axon Enterprise Inc
+$1.8M
35,102
+0%
清仓
—
Covetrus Inc
-$1.8M
0
-100%
增持
—
Marathon Oil Corp
+$1.8M
156,279
+44%
增持
UNP
Union Pacific Corp
+$1.8M
105,511
+2%
增持
—
Accenture Plc Ireland Class A
+$1.7M
98,424
+3%
减持
EPAM
Epam Systems Inc
-$1.7M
8,007
-34%
增持
—
Dupont De Nemours Inc
+$1.7M
95,202
+0%
增持
UTHR
United Therapeutics Corp
+$1.7M
24,206
+1%
清仓
—
Nielsen Holdings Plc Eur
-$1.7M
0
-100%
增持
—
Willis Towers Watson Pub LTD
+$1.7M
20,742
+24%
