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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 18
增持 84
减持 46
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc
+$65.4M
2,123,068
+1%
增持
MSFT
Microsoft Corp
+$61.5M
1,068,483
+2%
增持
NVDA
NVidia Corp
+$52.1M
349,371
+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
AMZN
Amazon.Com Inc
+$38.9M
1,301,909
+3%
增持
META
Meta Platforms Inc
+$27.1M
341,545
+2%
增持
TSLA
Tesla Inc
+$22.5M
383,586
+2%
增持
GOOGL
Alphabet Inc Cap Stock Cl A
+$15.4M
848,885
+2%
增持
AVGO
Broadcom Inc
+$14.5M
61,362
+2%
增持
LLY
Lilly Eli & Co
+$13.7M
101,765
+3%
增持
GOOG
Alphabet Inc Cap Stock Cl C
+$13.0M
732,204
+1%
增持
PANW
Palo Alto Networks Inc
+$11.0M
45,825
+1119%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$9.6M
282,506
+1%
减持
SPY
Spdr S&P 500 Etf Tr
-$7.9M
74,877
-25%
增持
JPM
JPMorgan Chase & Co
+$7.2M
475,331
+0%
增持
ADBE
Adobe Inc
+$7.2M
65,418
+2%
清仓
IJR
Ishares Core S&P Scp Etf
-$6.9M
0
-100%
增持
ABBV
Abbvie Inc
-$6.8M
288,516
+1%
增持
ORCL
Oracle Corp
+$6.4M
239,963
+0%
增持
NFLX
Netflix Inc
+$6.3M
63,420
+1%
增持
ISRG
Intuitive Surgical Inc
+$5.4M
57,848
+3%
增持
JNJ
Johnson & Johnson
+$5.3M
402,837
+2%
增持
EFA
Ishares Msci Eafe Etf
+$5.1M
149,093
+86%
增持
CCK
Crown Holdings Inc
+$5.0M
60,289
+2316%
减持
AXON
Axon Enterprise Inc
-$4.7M
16,248
-54%
增持
OVV
Ovintiv Inc
+$4.5M
126,789
+1367%
增持
V
Visa Inc Cl A
+$4.5M
234,306
+3%
减持
T
AT&T Inc
-$4.4M
1,322,189
-0%
增持
MA
Mastercard Inc Cl A
+$4.2M
118,892
+2%
增持
MRK
Merck & Co Inc
+$4.2M
344,340
+3%
建仓
WCC
Wesco Intl Inc
+$4.1M
22,915
增持
SPGI
S&P Global Inc
+$4.0M
66,728
+1%
增持
GE
General Electric Company
+$3.9M
177,515
+9%
建仓
—
Berry Global Group, Inc.
+$3.9M
60,590
增持
AMD
Advanced Micro Devices Inc
+$3.8M
223,855
+1%
增持
TGT
Target Corp
-$3.8M
120,469
+1%
建仓
DBX
Dropbox Inc Cl A
+$3.6M
135,268
增持
GPK
Graphic Packaging Hldg Co Com
+$3.5M
155,063
+1866%
建仓
GTM
Zoominfo Technologies Inc Comm
+$3.4M
132,421
减持
WFC
Wells Fargo Co
+$3.3M
652,580
-1%
减持
DIS
Disney Walt Co Disney
-$3.3M
275,465
-1%
建仓
STAG
Stag Indl Inc Com
+$3.2M
88,338
减持
LOW
Lowes Cos Inc
+$3.2M
127,029
-0%
增持
NOW
Servicenow Inc
+$3.1M
28,375
+2%
减持
—
Super Micro Computer Inc Com
+$3.1M
22,393
-6%
增持
WMT
Wal-Mart Inc
+$3.0M
267,342
+1%
增持
COST
Costco Wholesale Corp
+$3.0M
67,316
+1%
建仓
BWXT
Bwx Technologies Inc Com
+$2.9M
41,176
减持
MDY
Spdr S&P Mid Cap 400 Etf Tr
-$2.9M
16,286
-30%
减持
—
Exxon Mobil Corp
-$2.9M
732,135
-1%
增持
HD
Home Depot Inc
+$2.9M
154,047
+1%
建仓
PLNT
Planet Fitness Inc Cl A
+$2.8M
41,707
增持
ABT
Abbott Laboratories
+$2.8M
298,647
+2%
增持
AMAT
Applied Materials Inc
+$2.8M
125,791
+0%
增持
SHW
Sherwin Williams Co
+$2.7M
61,351
+1%
增持
—
Accenture Plc Ireland Class A
+$2.6M
95,449
+2%
增持
—
Lam Research Corp
+$2.6M
21,958
+1%
减持
CAH
Cardinal Health Inc
+$2.5M
156,921
-4%
增持
CMCSA
Comcast Corp Cl A
+$2.5M
688,276
+0%
减持
CVX
Chevron Corp
-$2.4M
334,126
-1%
增持
INDA
Ishares Msci India Etf
+$2.4M
384,154
+5%
增持
BSX
Boston Scientific Corp
+$2.4M
261,040
+11%
减持
—
Linde PLC
+$2.3M
95,578
-0%
增持
NKE
Nike Inc Cl B
-$2.2M
187,561
+0%
建仓
PECO
Phillips Edison & Co Inc Commo
+$2.1M
62,465
减持
HUBB
Hubbell Inc
+$2.1M
27,026
-4%
建仓
CR
Crane Company Common Stock
+$2.1M
23,631
增持
UNH
Unitedhealth Group Inc
+$2.1M
124,151
+2%
增持
TMO
Thermo Fisher Scientific Inc
-$2.1M
48,312
+2%
减持
GILD
Gilead Sciences Inc
-$2.1M
233,560
-4%
增持
CAT
Caterpillar Inc
+$2.1M
114,666
+0%
建仓
DOCS
Doximity Inc Cl A
+$2.0M
59,029
增持
CI
Cigna Group
+$2.0M
60,061
+3%
减持
—
Medtronic Plc
+$2.0M
316,319
-1%
减持
KLAC
Kla Corporation
+$2.0M
23,261
-0%
减持
BLDR
Builders FirstSource Inc
+$2.0M
64,622
-16%
减持
MCD
Mcdonalds Corp
+$1.9M
113,007
-1%
增持
EWJ
Ishares Msci Jpn Etf New
+$1.9M
85,437
+48%
减持
FHN
First Horizon Corporation Com
-$1.9M
269,159
-3%
增持
—
AON PLC Cl A
+$1.9M
33,202
+9%
增持
PFE
Pfizer Inc
-$1.9M
749,135
+4%
减持
MPC
Marathon Petroleum Corp
-$1.9M
74,874
-5%
增持
—
Walgreens Boots Alliance Inc
-$1.9M
320,499
+1%
减持
VLO
Valero Energy Corp
-$1.9M
65,089
-4%
减持
MCK
Mckesson Corp
+$1.9M
26,823
-1%
增持
SWK
Stanley Black & Decker Inc
+$1.8M
99,189
+7%
增持
MRSH
Marsh & Mclennan Cos Inc
+$1.8M
78,335
+1%
增持
F
Ford Motor Co
+$1.8M
694,255
+1%
增持
CMG
Chipotle Mexican Grill Inc
+$1.8M
3,889
+2%
增持
HON
Honeywell Intl Inc
+$1.7M
99,692
+1%
增持
NDSN
Nordson Corp
+$1.7M
34,674
+11%
减持
—
Eaton Corp Plc
+$1.7M
57,095
-0%
建仓
CRC
California Resources Corp Stoc
+$1.7M
37,256
增持
ECL
Ecolab Inc
+$1.7M
78,578
+0%
减持
DG
Dollar General Corp
-$1.6M
39,115
-1%
建仓
MC
Moelis & Co Cl A
+$1.6M
36,116
增持
EQIX
Equinix Inc Common Stock REIT
+$1.6M
17,099
+5%
减持
CVS
CVS Health Corp
-$1.6M
246,611
-2%
增持
ZBH
Zimmer Biomet Holdings Inc
+$1.6M
42,717
+19%
增持
UPS
United Parcel Service Inc Cl B
-$1.6M
112,532
+0%
减持
CRM
Salesforce Inc
+$1.6M
142,063
-0%
增持
SYK
Stryker Corp
+$1.6M
56,034
+3%
减持
BRO
Brown & Brown Inc
+$1.5M
142,664
-1%
减持
GWW
Grainger W W Inc
+$1.5M
21,632
-4%
增持
EL
Lauder Estee Cos Inc Cl A
-$1.5M
33,637
+2%
减持
XPO
XPO Inc
+$1.5M
56,837
-3%
减持
PGR
Progressive Corp Ohio
-$1.5M
93,663
-3%
增持
VRTX
Vertex Pharmaceuticals Inc
+$1.5M
34,667
+2%
增持
PYPL
Paypal Holdings Inc
-$1.4M
163,693
+1%
增持
CCI
Crown Castle Inc
-$1.4M
80,594
+2%
建仓
SDGR
Schrodinger Inc
+$1.4M
28,572
减持
—
Pentair Plc
+$1.4M
156,933
-0%
建仓
APAM
Artisan Partners Asset Mgmt In
+$1.4M
36,134
减持
CXT
Crane Nxt, Co
-$1.4M
23,611
-3%
减持
—
Carnival Corp
+$1.4M
168,913
-3%
减持
HUM
Humana Inc
-$1.4M
23,761
-4%
建仓
PRVA
Privia Health Group Inc
+$1.3M
51,491
减持
CINF
Cincinnati Financial Corp
-$1.3M
88,058
-0%
增持
MNST
Monster Beverage Corp
+$1.3M
121,721
+16%
减持
OC
Owens Corning New
+$1.3M
46,508
-7%
增持
DAL
Delta Air Lines Inc
+$1.3M
96,437
+2%
减持
ROP
Roper Technologies Inc
+$1.3M
32,281
-0%
增持
WELL
Welltower Inc
+$1.3M
94,799
+6%
建仓
CP
Canadian Pacific Kansas City
+$1.3M
15,759
增持
TJX
Tjx Cos Inc
+$1.3M
184,434
+1%
增持
MRNA
Moderna Inc
-$1.3M
44,100
+2%
减持
CHD
Church & Dwight Inc
+$1.3M
113,870
-1%
减持
—
Amcor Plc
-$1.3M
751,019
-2%
增持
REGN
Regeneron Pharmaceuticals
-$1.2M
14,611
+2%
减持
—
Royal Caribbean Cruises LTD
+$1.2M
32,873
-1%
增持
EW
Edwards Lifesciences Corp
+$1.2M
100,269
+1%
清仓
—
CANADIAN PAC RY LTD COM NPV
-$1.2M
0
-100%
增持
LW
Lamb Weston Holdings Inc
+$1.2M
29,201
+43%
减持
—
Shockwave Med Inc
+$1.2M
18,749
-2%
增持
ESS
Essex Property Trust Inc
+$1.2M
39,995
+2%
减持
CSX
CSX Corp
+$1.2M
328,999
-2%
增持
AMGN
Amgen Inc
-$1.2M
77,522
+2%
建仓
ABR
Arbor Rlty Tr Inc Com
+$1.2M
80,670
增持
XYL
Xylem Inc
+$1.2M
34,831
+33%
减持
KO
Coca-Cola Co
-$1.2M
605,130
-0%
增持
CSGP
Costar Group Inc
+$1.2M
56,544
+1%
增持
BMY
Bristol-Myers Squibb Co
-$1.2M
292,381
+2%
增持
SNPS
Synopsys Inc
+$1.2M
21,392
+2%
减持
MANH
Manhattan Assocs Inc
+$1.2M
30,659
-4%
增持
TSM
Taiwan Semiconductor Mfg Co Lt
+$1.2M
146,503
+0%
减持
TDG
Transdigm Group Inc
+$1.2M
7,437
-0%
增持
DLR
Digital Realty Trust Inc
+$1.1M
56,117
+5%
减持
FISV
Fiserv Inc
+$1.1M
88,085
-0%
增持
INTC
Intel Corp
+$1.1M
760,131
+2%
建仓
KNF
Knife Riv Holding Co Common St
+$1.1M
26,032
增持
COR
Amerisourcebergen Corp
+$1.1M
32,792
+1%
