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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 27
减持 107
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVidia Corp
+$126.8M
319,158
-2%
减持
AAPL
Apple Inc
-$49.9M
1,910,954
-3%
减持
META
Meta Platforms Inc
+$36.3M
307,827
-4%
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。
减持
MSFT
Microsoft Corp
+$36.1M
978,542
-2%
减持
AMZN
Amazon.Com Inc
+$32.0M
1,226,807
-2%
减持
TSLA
Tesla Inc
-$27.8M
367,459
-1%
减持
LLY
Lilly Eli & Co
+$15.6M
91,777
-4%
减持
BRK/B
Berkshire Hathaway Inc Cl B
+$14.2M
259,581
-3%
减持
JPM
JPMorgan Chase & Co
+$12.2M
430,551
-1%
减持
NOBL
ProShares S&P 500 Dividend Ari
-$11.6M
8,725
-93%
减持
—
Exxon Mobil Corp
+$10.0M
658,417
-1%
减持
AVGO
Broadcom Inc
+$9.9M
58,670
-3%
增持
FAST
Fastenal Co
+$7.8M
167,877
+110%
减持
DIS
Disney Walt Co Disney
+$7.7M
251,494
-1%
建仓
PSTG
Pure Storage Inc
+$7.0M
135,526
减持
GE
General Electric Company
+$6.9M
153,955
-3%
减持
ABBV
Abbvie Inc
+$6.6M
267,231
-2%
减持
ADBE
Adobe Inc
-$6.5M
60,735
-2%
减持
AMD
Advanced Micro Devices Inc
+$6.5M
217,517
-2%
减持
CAT
Caterpillar Inc
+$6.4M
102,663
-3%
减持
MRK
Merck & Co Inc
+$6.3M
310,095
-2%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
+$6.1M
779,098
-2%
减持
NFLX
Netflix Inc
+$6.1M
58,210
-3%
减持
—
Walgreens Boots Alliance Inc
-$5.8M
145,938
-58%
减持
MA
Mastercard Inc Cl A
+$5.4M
110,556
-1%
增持
WMT
Wal-Mart Inc
+$5.3M
802,811
+194%
增持
AMH
American Homes 4 Rent Common S
+$5.2M
157,577
+927%
减持
EWJ
Ishares Msci Jpn Etf New
-$5.1M
22,702
-78%
减持
MU
Micron Technology Inc
+$5.1M
162,314
-2%
减持
INTC
Intel Corp
-$5.0M
678,572
-2%
减持
GOOG
Alphabet Inc Cap Stock Cl C
+$4.9M
655,046
-3%
减持
UNH
Unitedhealth Group Inc
-$4.9M
110,928
-2%
减持
BA
Boeing Co
-$4.8M
68,091
-1%
减持
VST
Vistra Corp
+$4.7M
159,028
-4%
减持
PG
Procter & Gamble Co
+$4.6M
341,960
-1%
减持
AMAT
Applied Materials Inc
+$4.4M
118,056
-4%
减持
HD
Home Depot Inc
+$4.4M
140,093
-2%
增持
TGT
Target Corp
+$4.3M
122,109
+0%
减持
—
Linde PLC
+$4.2M
89,904
-2%
减持
UBER
Uber Technologies Inc
+$4.1M
294,417
-2%
减持
WFC
Wells Fargo Co
+$4.0M
570,908
-3%
减持
CRM
Salesforce Inc
+$3.9M
132,237
-3%
增持
QCOM
Qualcomm Inc
+$3.9M
157,546
+0%
减持
BAC
Bank America Corp
+$3.9M
1,057,880
-2%
增持
MDY
Spdr S&P Mid Cap 400 Etf Tr
+$3.9M
17,702
+50%
减持
IBM
Intl Business Machines
+$3.8M
188,405
-4%
建仓
CPAY
Corpay Inc
+$3.8M
12,208
减持
DECK
Deckers Outdoor Corp
-$3.8M
4,777
-61%
减持
ORCL
Oracle Corp
+$3.8M
227,137
-3%
减持
COST
Costco Wholesale Corp
+$3.7M
63,341
-2%
减持
LOW
Lowes Cos Inc
+$3.7M
119,795
-1%
清仓
—
Fleetcor Technologies Inc
-$3.6M
0
-100%
增持
KVUE
Kenvue Inc
+$3.6M
510,565
+49%
减持
PGR
Progressive Corp Ohio
+$3.5M
80,205
-2%
减持
C
Citigroup Inc
+$3.5M
326,812
-2%
增持
EWT
Ishares Msci Taiwan Etf
+$3.5M
324,827
+21%
减持
—
Eaton Corp Plc
+$3.3M
51,228
-3%
减持
WSM
Williams Sonoma Inc
+$3.3M
30,175
-3%
减持
—
Victory Portfolios Inv Grd Cnv
-$3.2M
162,483
-54%
减持
ISRG
Intuitive Surgical Inc
+$3.1M
54,724
-2%
减持
TSM
Taiwan Semiconductor Mfg Co Lt
+$3.1M
138,243
-9%
减持
—
Lam Research Corp
+$3.1M
18,798
-3%
减持
CI
Cigna Group
+$2.9M
52,978
-3%
减持
AXP
American Express Co
+$2.9M
82,695
-3%
增持
INDA
Ishares Msci India Etf
+$2.9M
446,354
+8%
清仓
—
Spirit Realty Capital Inc
-$2.9M
0
-100%
减持
EME
Emcor Group Inc
+$2.9M
22,370
-3%
减持
SYK
Stryker Corp
+$2.8M
52,995
-2%
减持
NKE
Nike Inc Cl B
-$2.8M
170,839
-2%
减持
MPC
Marathon Petroleum Corp
+$2.8M
60,470
-5%
减持
V
Visa Inc Cl A
+$2.7M
213,898
-2%
增持
NEE
Nextera Energy Inc
+$2.7M
396,613
+6%
减持
HUM
Humana Inc
-$2.6M
21,871
-2%
减持
EMR
Emerson Electric Co
+$2.6M
161,071
-0%
减持
MCD
Mcdonalds Corp
-$2.6M
111,287
-3%
减持
—
Chubb Limited
+$2.5M
95,765
-3%
建仓
—
Air Lease Corp Cl A Cl A
+$2.5M
48,304
增持
IJR
Ishares Core S&P Scp Etf
+$2.5M
152,777
+15%
减持
ECL
Ecolab Inc
+$2.4M
75,768
-0%
减持
—
New York Community Bancorp Inc
-$2.4M
335,087
-2%
减持
VZ
Verizon Communications Inc
+$2.4M
668,737
-2%
减持
CEG
Constellation Energy Corp
+$2.4M
41,555
-8%
建仓
APPF
Appfolio Inc Class A
+$2.3M
9,382
减持
CVX
Chevron Corp
+$2.3M
308,396
-1%
减持
—
Shockwave Med Inc
+$2.3M
17,192
-2%
减持
LULU
Lululemon Athletica Inc
-$2.3M
16,976
-2%
增持
ADP
Automatic Data Processing Inc
+$2.2M
90,496
+4%
建仓
COO
Cooper Cos Inc
+$2.2M
22,052
增持
BRO
Brown & Brown Inc
+$2.2M
135,543
+0%
减持
ZTS
Zoetis Inc Cl A
-$2.2M
71,561
-2%
减持
TMO
Thermo Fisher Scientific Inc
+$2.2M
45,684
-0%
减持
CMG
Chipotle Mexican Grill Inc
+$2.2M
3,944
-3%
建仓
MGY
Magnolia Oil & Gas Corp Cl A
+$2.2M
83,588
减持
BSX
Boston Scientific Corp
+$2.2M
243,166
-3%
增持
MKC
Mccormick & Co Inc Non Vtg
+$2.1M
130,231
+13%
增持
CNM
Core & Main Inc Cl A
+$2.1M
78,247
+35%
清仓
—
Cooper Cos Inc
-$2.1M
0
-100%
减持
VLO
Valero Energy Corp
+$2.0M
55,493
-3%
建仓
—
Arcadium Lithium PLC
+$2.0M
469,473
减持
CL
Colgate Palmolive Co
+$2.0M
216,044
-1%
增持
WHR
Whirlpool Corp
+$2.0M
27,443
+160%
增持
CINF
Cincinnati Financial Corp
+$2.0M
85,623
+2%
增持
ZION
Zions Bancorporation Na
+$2.0M
71,612
+174%
减持
KLAC
Kla Corporation
+$1.9M
20,164
-4%
减持
GILD
Gilead Sciences Inc
-$1.9M
161,187
-5%
减持
FISV
Fiserv Inc
+$1.9M
79,202
-2%
减持
DKS
Dicks Sporting Goods Inc
+$1.9M
27,593
-7%
增持
TROW
Price T Rowe Group Inc
+$1.8M
90,907
+6%
减持
—
Arista Networks Inc
+$1.8M
38,365
-3%
建仓
BOX
Box Inc Class A
+$1.8M
64,885
减持
BIIB
Biogen Inc
-$1.8M
24,179
-11%
增持
VTI
Vanguard Total Stock Market ET
+$1.8M
76,467
+0%
增持
HRL
Hormel Foods Corp
+$1.8M
240,042
+17%
减持
TM
Toyota Mtr Corp Sponsored Adr
+$1.8M
28,035
-3%
减持
KNSL
Kinsale Cap Group Inc
+$1.8M
10,022
-4%
减持
XPO
XPO Inc
+$1.8M
53,316
-2%
减持
SPGI
S&P Global Inc
-$1.8M
60,531
-3%
减持
EW
Edwards Lifesciences Corp
+$1.7M
94,996
-2%
减持
FIX
Comfort Systems Usa Inc
+$1.7M
16,292
-5%
减持
CSL
Carlisle Cos Inc
+$1.6M
22,773
-2%
增持
—
Medtronic Plc
+$1.6M
299,697
+1%
减持
SAIA
Saia Inc
+$1.6M
12,189
-3%
减持
CHTR
Charter Communications Inc Cl
-$1.6M
15,876
-1%
增持
KMB
Kimberly Clark Corp
+$1.6M
111,386
+6%
减持
TDG
Transdigm Group Inc
+$1.6M
7,851
-2%
减持
PSX
Phillips 66
+$1.5M
65,428
-5%
增持
DOV
Dover Corp
+$1.5M
64,383
+0%
清仓
—
Livent Corp
-$1.5M
0
-100%
减持
WM
Waste Management Inc
+$1.5M
57,542
-4%
减持
ELV
Elevance Health Inc
+$1.5M
40,950
-2%
减持
PCAR
Paccar Inc
+$1.5M
74,244
-6%
减持
ABNB
Airbnb Inc Cl A
+$1.5M
54,222
-1%
减持
DHR
Danaher Corporation
+$1.5M
81,885
-0%
减持
—
Super Micro Computer Inc Com
+$1.5M
7,677
-65%
建仓
BL
Blackline, Inc
+$1.5M
23,069
减持
COP
Conocophillips
+$1.4M
164,317
-2%
减持
SYY
Sysco Corp
+$1.4M
173,144
-0%
减持
SPY
Spdr S&P 500 Etf Tr
+$1.4M
71,419
-6%
增持
GPC
Genuine Parts Co
+$1.4M
70,762
+2%
增持
AMT
American Tower Corporation
-$1.4M
79,890
+1%
减持
URI
United Rentals Inc
+$1.4M
11,139
-4%
建仓
BGC
BGC Group Inc Cl A
+$1.4M
174,824
建仓
—
Arch Resources Inc
+$1.4M
8,423
减持
—
Trane Technologies Plc
+$1.4M
30,370
-5%
增持
ALB
Albemarle Corp
+$1.3M
67,839
+29%
减持
WING
Wingstop Inc
+$1.3M
13,470
-4%
清仓
—
Physicians Realty Trust Com
-$1.3M
0
-100%
减持
MCK
Mckesson Corp
+$1.3M
23,451
-4%
减持
IBKR
Interactive Brokers Group Inc
+$1.3M
48,692
-2%
减持
NVO
Novo-Nordisk AS ADR
+$1.3M
58,988
-3%
