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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 21
减持 108
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
+$59.1M
2,100,584
-5%
减持
MSFT
Microsoft Corp
+$43.4M
1,048,600
-3%
减持
NVDA
NVidia Corp
+$42.7M
344,417
-5%
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。
建仓
—
Linde PLC
+$34.1M
95,982
清仓
—
Linde Plc
-$32.9M
0
-100%
减持
TSLA
Tesla Inc
+$30.1M
375,381
-3%
减持
META
Meta Platforms Inc
+$29.9M
334,622
-2%
减持
AMZN
Amazon.Com Inc
+$22.4M
1,266,964
-2%
减持
JNJ
Johnson & Johnson
-$12.6M
395,768
-5%
减持
UNH
Unitedhealth Group Inc
-$10.5M
121,813
-5%
减持
MDY
Spdr S&P Mid Cap 400 Etf Tr
-$10.1M
23,391
-50%
减持
PFE
Pfizer Inc
-$9.7M
719,207
-6%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
+$9.6M
831,112
-4%
减持
CVX
Chevron Corp
-$9.4M
336,992
-6%
减持
CRM
Salesforce Inc
+$8.9M
142,401
-3%
减持
LLY
Lilly Eli & Co
-$8.4M
99,083
-15%
减持
SCHW
The Charles Schwab Corporation
-$7.5M
218,024
-4%
减持
GOOG
Alphabet Inc Cap Stock Cl C
+$7.2M
726,851
-6%
减持
SPY
Spdr S&P 500 Etf Tr
-$6.9M
100,416
-20%
减持
BAC
Bank America Corp
-$6.9M
1,137,869
-4%
减持
AMD
Advanced Micro Devices Inc
+$6.8M
221,057
-4%
减持
EWJ
Ishares Msci Jpn Etf New
-$6.5M
57,577
-68%
减持
—
Exxon Mobil Corp
-$6.4M
742,645
-7%
减持
HD
Home Depot Inc
-$5.9M
152,303
-5%
减持
COP
Conocophillips
-$5.9M
195,220
-9%
增持
CHRW
C H Robinson Worldwide Inc
+$5.8M
77,146
+277%
增持
SJM
Smucker J M Co
+$5.8M
57,525
+179%
减持
AMGN
Amgen Inc
-$5.4M
76,171
-16%
减持
JPM
JPMorgan Chase & Co
-$5.1M
474,980
-5%
减持
CVS
CVS Health Corp
-$5.1M
251,081
-1%
增持
NDSN
Nordson Corp
+$4.9M
31,125
+268%
增持
WST
West Pharmaceutical Svsc Inc
+$4.8M
35,406
+12%
减持
BMY
Bristol-Myers Squibb Co
-$4.7M
286,754
-16%
清仓
—
Store Cap Corp Com
-$4.6M
0
-100%
增持
ARMK
Aramark
+$4.6M
136,917
+1806%
清仓
NOBL
ProShares S&P 500 Dividend Ari
-$4.6M
0
-100%
减持
FICO
Fair Isaac Corp
-$4.5M
4,578
-65%
减持
HON
Honeywell Intl Inc
-$4.5M
99,085
-9%
减持
PG
Procter & Gamble Co
-$4.5M
416,003
-5%
建仓
GEHC
GE Healthcare Technologies Inc
+$4.5M
54,467
增持
CI
Cigna Group
-$4.4M
58,130
+0%
减持
AVGO
Broadcom Inc
+$4.3M
60,418
-2%
减持
BRK/B
Berkshire Hathaway Inc Cl B
-$4.3M
280,805
-5%
增持
PODD
Insulet Corp
+$4.2M
14,000
+1480%
减持
NEE
Nextera Energy Inc
-$4.1M
382,579
-5%
减持
WFC
Wells Fargo Co
-$4.1M
656,123
-5%
减持
ABT
Abbott Laboratories
-$4.0M
293,891
-5%
减持
VFC
Vf Corp
-$4.0M
55,372
-71%
减持
INTC
Intel Corp
+$3.9M
743,372
-4%
减持
—
Chubb Limited
-$3.8M
104,186
-4%
增持
USFD
Us Foods Holding Corp
+$3.7M
111,359
+936%
增持
ALV
Autoliv Inc
+$3.7M
41,892
+1165%
减持
IBM
Intl Business Machines
-$3.6M
207,719
-5%
减持
ADM
Archer Daniels Midland Co
-$3.5M
188,225
-6%
建仓
—
Axalta Coating Systems Ltd
+$3.5M
114,781
减持
MRK
Merck & Co Inc
-$3.1M
334,437
-4%
减持
BKNG
Booking Holdings Inc
+$3.0M
5,960
-6%
增持
SYK
Stryker Corp
+$3.0M
54,414
+7%
减持
KO
Coca-Cola Co
-$3.0M
606,609
-5%
减持
CAT
Caterpillar Inc
-$2.9M
114,244
-6%
减持
FRCB
First Republic Bank San Franci
-$2.9M
25,945
-3%
减持
NFLX
Netflix Inc
+$2.9M
62,620
-2%
减持
ELV
Elevance Health Inc
-$2.8M
46,293
-2%
建仓
CHRD
Chord Energy Corp
+$2.8M
21,084
减持
NOC
Northrop Grumman Corp
-$2.8M
14,317
-17%
减持
ABBV
Abbvie Inc
-$2.8M
286,457
-4%
清仓
—
South Jersey Industries Inc
-$2.8M
0
-100%
清仓
—
Iaa Inc
-$2.7M
0
-100%
建仓
—
South St Corp Com
+$2.7M
38,360
增持
STWD
Starwood Property Trust Inc Co
+$2.7M
170,080
+945%
增持
—
Medtronic Plc
+$2.7M
321,055
+8%
建仓
WMS
Advanced Drain Sys Inc Del Com
+$2.7M
31,891
减持
PNC
PNC Financial Services Group I
-$2.6M
65,042
-5%
减持
APD
Air Prods & Chems Inc
-$2.6M
56,905
-7%
减持
TSM
Taiwan Semiconductor Mfg Co Lt
+$2.6M
146,333
-1%
减持
AFL
Aflac Inc
-$2.6M
218,577
-6%
减持
DIS
Disney Walt Co Disney
+$2.5M
278,602
-5%
减持
GWW
Grainger W W Inc
+$2.5M
22,593
-4%
减持
EFA
Ishares Msci Eafe Etf
-$2.5M
79,993
-36%
清仓
—
Lhc Group Inc
-$2.5M
0
-100%
减持
AMAT
Applied Materials Inc
+$2.4M
125,264
-6%
减持
DHR
Danaher Corporation
-$2.4M
84,875
-5%
减持
MRNA
Moderna Inc
-$2.4M
43,142
-14%
减持
GD
General Dynamics Corp
-$2.3M
61,005
-7%
减持
DG
Dollar General Corp
-$2.2M
39,392
-8%
减持
TFC
Truist Financial Corp
-$2.2M
207,439
-4%
减持
AIG
American Intl Group Inc
-$2.2M
127,503
-6%
减持
ADP
Automatic Data Processing Inc
-$2.1M
92,532
-3%
减持
UNP
Union Pacific Corp
-$2.1M
97,939
-7%
减持
LSCC
Lattice Semiconductor Corp
+$2.1M
69,804
-0%
减持
EOG
Eog Resources Inc
-$2.1M
96,870
-5%
清仓
—
Svb Financial Group
-$2.1M
0
-100%
减持
ADBE
Adobe Inc
+$2.1M
64,329
-5%
减持
AXON
Axon Enterprise Inc
+$2.1M
35,062
-0%
减持
QCOM
Qualcomm Inc
+$2.1M
168,837
-5%
增持
TGT
Target Corp
+$2.0M
118,729
+0%
减持
USB
US Bancorp Del
-$2.0M
229,440
-3%
减持
EMR
Emerson Electric Co
-$2.0M
170,463
-3%
减持
CNC
Centene Corp
-$2.0M
93,741
-3%
建仓
—
Valaris Limited Cl A
+$2.0M
31,215
减持
RTX
Raytheon Technologies Corp
-$2.0M
159,787
-9%
建仓
RDN
Radian Group Inc Com
+$2.0M
91,178
清仓
—
Umpqua Holdings Corp
-$2.0M
0
-100%
减持
PM
Philip Morris Intl Inc
-$2.0M
152,887
-8%
减持
—
Lam Research Corp
+$1.9M
21,756
-5%
减持
FHN
First Horizon Corporation Com
-$1.9M
277,947
-1%
减持
VZ
Verizon Communications Inc
-$1.9M
737,150
-5%
增持
STLD
Steel Dynamics Inc
+$1.9M
46,930
+33%
增持
ECL
Ecolab Inc
+$1.9M
78,542
+3%
减持
BLDR
Builders FirstSource Inc
+$1.8M
76,751
-0%
建仓
HGV
Hilton Grande Vacations
+$1.8M
40,356
减持
FDX
Fedex Corp
+$1.8M
40,964
-6%
减持
NSC
Norfolk Southern Corp
-$1.8M
37,534
-5%
增持
—
BUNGE LIMITED
+$1.7M
24,025
+321%
减持
ADI
Analog Devices Inc
+$1.7M
74,536
-6%
减持
—
Blackrock Inc
-$1.7M
22,002
-5%
减持
FTNT
Fortinet Inc
+$1.7M
107,246
-3%
减持
—
Arista Networks Inc
+$1.7M
39,937
-3%
增持
—
Pentair Plc
+$1.7M
157,623
+1%
减持
NOW
Servicenow Inc
+$1.7M
27,714
-4%
减持
SLB
Schlumberger LTD
-$1.7M
214,842
-6%
建仓
OTTR
Otter Tail Corp
+$1.7M
23,397
减持
GS
Goldman Sachs Group Inc
-$1.7M
53,541
-4%
增持
SWK
Stanley Black & Decker Inc
+$1.6M
92,623
+20%
清仓
—
Atlas Air Worldwide Holdings I
-$1.6M
0
-100%
减持
DE
Deere & Co
-$1.6M
44,629
-5%
减持
TXN
Texas Instruments Inc
+$1.6M
135,381
-5%
减持
DUK
Duke Energy Corp
-$1.6M
131,502
-5%
减持
IJR
Ishares Core S&P Scp Etf
-$1.6M
70,895
-21%
减持
RS
Reliance Steel & Aluminum Co
+$1.6M
31,659
-2%
增持
AOS
Smith A O Corp
+$1.6M
129,942
+1%
建仓
DV
Doubleverify Holdings Inc
+$1.6M
52,478
减持
ENPH
Enphase Energy Inc
-$1.6M
25,357
-3%
减持
ALL
Allstate Corp
-$1.6M
46,617
-6%
减持
MA
Mastercard Inc Cl A
-$1.6M
117,058
-8%
减持
UPS
United Parcel Service Inc Cl B
+$1.5M
112,088
-4%
减持
GE
General Electric Company
+$1.5M
162,905
-3%
减持
ORCL
Oracle Corp
+$1.5M
239,109
-5%
增持
CLX
Clorox Co
+$1.5M
62,813
+5%
减持
WBD
Warner Bros Discovery Inc Com
+$1.5M
326,178
-9%
减持
CDNS
Cadence Design System Inc
+$1.5M
37,205
-5%
减持
FIS
Fidelity Natl Information Serv
-$1.5M
89,651
-4%
减持
WMT
Wal-Mart Inc
-$1.5M
264,665
-7%
减持
—
Life Storage Inc
+$1.5M
46,232
-1%
增持
MET
Metlife Inc
-$1.5M
118,027
+3%
减持
GILD
Gilead Sciences Inc
-$1.5M
242,072
-4%
减持
DVN
Devon Energy Corp
-$1.5M
110,055
-4%
建仓
AUB
Atlantic Un Bankshares Corp
+$1.5M
41,678
减持
LMT
Lockheed Martin Corp
-$1.5M
23,707
-9%
减持
MU
Micron Technology Inc
+$1.5M
175,425
-4%
