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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 27
减持 105
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc
+$57.1M
1,933,279
+4%
减持
TSLA
Tesla Inc
+$22.4M
362,667
-1%
减持
MSFT
Microsoft Corp
-$19.5M
944,785
-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。
减持
META
Meta Platforms Inc
+$17.5M
291,012
-2%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
-$13.8M
751,311
-1%
减持
BRK/B
Berkshire Hathaway Inc Cl B
+$12.8M
252,141
-1%
减持
GOOG
Alphabet Inc Cap Stock Cl C
-$12.8M
619,564
-2%
增持
AVGO
Broadcom Inc
+$11.2M
593,911
+945%
减持
NVDA
NVidia Corp
-$11.2M
3,045,718
-1%
增持
PLTR
Palantir Technologies Inc Cl A
+$9.4M
270,264
+982%
减持
IBM
Intl Business Machines
+$8.0M
175,014
-2%
减持
UNH
Unitedhealth Group Inc
+$7.4M
106,929
-1%
减持
HD
Home Depot Inc
+$7.1M
135,451
-2%
清仓
—
Te Connectivity LTD Reg
-$7.0M
0
-100%
建仓
—
TE Connectivity PLC
+$7.0M
46,557
减持
WMT
Wal-Mart Inc
+$6.9M
639,631
-3%
增持
AMZN
Amazon.Com Inc
-$6.7M
1,203,501
+1%
减持
ORCL
Oracle Corp
+$6.2M
220,632
-1%
增持
EFA
Ishares Msci Eafe Etf
+$6.1M
147,523
+86%
减持
ABBV
Abbvie Inc
+$5.9M
257,535
-2%
减持
MA
Mastercard Inc Cl A
+$5.6M
108,581
-0%
增持
AVTR
Avantor Inc
+$5.6M
224,603
+1869%
减持
LOW
Lowes Cos Inc
+$5.6M
114,588
-1%
增持
V
Visa Inc Cl A
+$5.1M
219,467
+4%
减持
JNJ
Johnson & Johnson
+$5.0M
347,320
-1%
减持
CAT
Caterpillar Inc
+$4.9M
94,032
-2%
减持
MCD
Mcdonalds Corp
+$4.9M
107,298
-1%
减持
NEE
Nextera Energy Inc
+$4.8M
383,396
-2%
减持
QCOM
Qualcomm Inc
-$4.7M
154,229
-1%
减持
—
Lam Research Corp
-$4.6M
17,789
-1%
增持
INTC
Intel Corp
-$4.6M
685,225
+3%
减持
MU
Micron Technology Inc
-$4.6M
156,699
-1%
减持
AMAT
Applied Materials Inc
-$4.3M
113,126
-2%
减持
MRK
Merck & Co Inc
-$4.2M
295,623
-3%
减持
SHW
Sherwin Williams Co
+$4.0M
53,588
-3%
减持
LUMN
Lumen Technologies Inc
+$4.0M
683,975
-7%
减持
—
Accenture Plc Ireland Class A
+$3.8M
83,730
-1%
减持
GE
General Electric Company
+$3.8M
148,216
-2%
减持
SPGI
S&P Global Inc
+$3.8M
60,740
-2%
增持
INDA
Ishares Msci India Etf
+$3.6M
532,231
+8%
增持
DELL
Dell Technologies Inc Cl C
+$3.6M
33,637
+1095%
增持
—
Cnh Industrial Nv
+$3.6M
362,702
+674%
减持
KO
Coca-Cola Co
+$3.5M
541,137
-3%
减持
CSCO
Cisco Systems Inc
+$3.5M
624,382
-0%
建仓
WAL
Western Alliance Bancorp
+$3.5M
39,991
减持
PGR
Progressive Corp Ohio
+$3.5M
78,009
-1%
减持
LLY
Lilly Eli & Co
-$3.4M
86,956
-2%
减持
CRWD
Crowdstrike Holdings Inc Cl A
-$3.3M
31,316
-1%
减持
AFL
Aflac Inc
+$3.2M
176,368
-4%
减持
ADP
Automatic Data Processing Inc
+$3.1M
88,528
-1%
减持
—
Super Micro Computer Inc Com
-$3.1M
7,635
-0%
增持
KVUE
Kenvue Inc
+$3.1M
579,407
+2%
增持
SWK
Stanley Black & Decker Inc
+$3.0M
95,423
+2%
减持
—
Medtronic Plc
+$3.0M
303,368
-2%
减持
CVX
Chevron Corp
-$3.0M
295,683
-1%
建仓
—
Westrock Co
+$2.9M
59,390
减持
—
Linde PLC
+$2.9M
85,890
-1%
减持
NOW
Servicenow Inc
+$2.9M
27,479
-0%
增持
WELL
Welltower Inc
+$2.9M
105,871
+3%
减持
AMT
American Tower Corporation
+$2.9M
78,350
-1%
减持
—
Blackrock Inc
+$2.9M
19,100
-2%
减持
GEV
GE Vernova Inc
+$2.8M
34,794
-2%
减持
WFC
Wells Fargo Co
-$2.7M
516,310
-4%
减持
ADBE
Adobe Inc
-$2.7M
57,597
-2%
减持
T
AT&T Inc
+$2.7M
1,115,762
-2%
减持
MMM
3M Co
+$2.7M
82,617
-2%
减持
DXCM
Dexcom Inc
-$2.7M
57,678
-0%
减持
TMO
Thermo Fisher Scientific Inc
+$2.7M
44,058
-1%
减持
ELF
E L F Beauty Inc
-$2.6M
20,704
-11%
减持
AXP
American Express Co
+$2.6M
78,011
-3%
减持
ABT
Abbott Laboratories
+$2.6M
279,688
-1%
减持
PYPL
Paypal Holdings Inc
+$2.6M
141,559
-3%
减持
BX
Blackstone Inc
+$2.5M
89,600
-1%
减持
PSTG
Pure Storage Inc
-$2.5M
113,929
-11%
增持
CTAS
Cintas Corp
+$2.5M
102,158
+286%
建仓
HLNE
Hamilton Lane Inc Cl A Cl A
+$2.5M
14,790
建仓
INSP
Inspire Med Systems Inc
+$2.5M
11,760
减持
ISRG
Intuitive Surgical Inc
+$2.4M
53,809
-0%
增持
EW
Edwards Lifesciences Corp
-$2.4M
93,947
+1%
清仓
—
Equitrans Midstream Corp
-$2.4M
0
-100%
清仓
NOBL
ProShares S&P 500 Dividend Ari
-$2.4M
0
-100%
建仓
CSW
Csw Industrials Inc
+$2.4M
6,468
增持
EEM
Ishares Msci Emerg Mkt Etf
+$2.3M
95,856
+98%
减持
BMY
Bristol-Myers Squibb Co
+$2.3M
238,684
-1%
减持
—
Pentair Plc
+$2.3M
123,378
-4%
减持
FISV
Fiserv Inc
+$2.2M
81,143
-2%
减持
CEG
Constellation Energy Corp
+$2.2M
39,353
-2%
减持
GILD
Gilead Sciences Inc
+$2.2M
154,108
-1%
减持
PM
Philip Morris Intl Inc
+$2.2M
132,828
-3%
减持
SBUX
Starbucks Corp
+$2.1M
119,367
-2%
减持
DHI
D R Horton Inc
+$2.1M
46,487
-3%
减持
MCK
Mckesson Corp
-$2.1M
22,822
-1%
减持
RTX
Rtx Corp
+$2.1M
120,029
-3%
减持
MDY
Spdr S&P Mid Cap 400 Etf Tr
-$2.1M
6,879
-39%
减持
ERIE
Erie Indemnity Co Cl A
-$2.1M
3,050
-70%
减持
PLD
Prologis Inc
+$2.1M
157,157
-1%
减持
PG
Procter & Gamble Co
+$2.0M
329,702
-1%
减持
VZ
Verizon Communications Inc
+$2.0M
643,415
-1%
减持
BA
Boeing Co
-$2.0M
66,960
-0%
建仓
ZWS
Zurn Elkay Water Solutions Cor
+$2.0M
55,755
清仓
—
Westrock Co
-$2.0M
0
-100%
减持
NKE
Nike Inc Cl B
+$2.0M
165,680
-1%
增持
BNY
Bank New York Mellon Corp
+$2.0M
122,347
+8%
增持
MRNA
Moderna Inc
-$2.0M
40,603
+3%
减持
EQIX
Equinix Inc Common Stock REIT
+$2.0M
15,655
-1%
减持
PH
Parker Hannifin Corp
+$2.0M
16,387
-1%
减持
APD
Air Prods & Chems Inc
+$2.0M
57,916
-2%
增持
CLX
Clorox Co
+$1.9M
63,465
+3%
减持
GWW
Grainger W W Inc
+$1.9M
15,368
-1%
建仓
PI
Impinj Inc
+$1.9M
8,805
减持
LMT
Lockheed Martin Corp
+$1.9M
19,973
-5%
减持
SNPS
Synopsys Inc
-$1.9M
20,209
-1%
减持
SO
Southern Co
+$1.9M
163,992
-1%
减持
SCHW
The Charles Schwab Corporation
-$1.9M
199,010
-1%
减持
O
Realty Income Corp
+$1.9M
259,816
-6%
减持
PSA
Public Storage Inc
+$1.8M
25,606
-1%
减持
ED
Consolidated Edison Inc
+$1.8M
135,513
-1%
建仓
ADMA
Adma Biologics, Inc.
+$1.8M
91,744
清仓
—
Encore Wire Corp
-$1.8M
0
-100%
增持
MET
Metlife Inc
+$1.8M
100,001
+9%
减持
CARR
Carrier Global Corporation
+$1.8M
109,291
-1%
增持
ITW
Illinois Tool Works Inc
+$1.8M
71,042
+0%
增持
VST
Vistra Corp
+$1.8M
55,283
+0%
减持
KKR
KKR & Co Inc
+$1.8M
72,863
-1%
建仓
TMDX
Transmedics Group Inc
+$1.8M
11,302
减持
ICE
Intercontinental Exchange Inc
+$1.8M
83,126
-2%
减持
COST
Costco Wholesale Corp
+$1.7M
61,562
-1%
减持
SRPT
Sarepta Therapeutics Inc
-$1.7M
30,839
-13%
增持
AAL
American Airlines Group Inc
+$1.7M
242,533
+176%
减持
UNP
Union Pacific Corp
+$1.7M
89,396
-0%
减持
NEM
Newmont Corporation
+$1.7M
160,473
-2%
减持
—
Chubb Limited
+$1.7M
88,447
-5%
减持
ATO
Atmos Energy Corp
+$1.7M
85,755
-2%
减持
URI
United Rentals Inc
+$1.7M
10,607
-1%
建仓
—
Viper Energy Inc Cl A
+$1.7M
37,141
减持
CRM
Salesforce Inc
+$1.7M
126,075
-1%
减持
BMRN
Biomarin Pharmaceutical Inc
-$1.6M
72,837
-11%
减持
JPM
JPMorgan Chase & Co
+$1.6M
409,497
-2%
减持
DUK
Duke Energy Corp
+$1.6M
118,987
-2%
减持
NVO
Novo-Nordisk AS ADR
-$1.6M
52,796
-4%
增持
BBWI
Bath & Body Works Inc
+$1.6M
88,755
+176%
减持
COP
Conocophillips
-$1.6M
159,993
-1%
减持
—
Trane Technologies Plc
+$1.6M
29,115
-2%
建仓
PSN
Parsons Corporation Com
+$1.6M
15,076
减持
TMUS
T Mobile Us Inc
+$1.6M
73,342
-5%
增持
ETSY
Etsy Inc
+$1.6M
44,885
+182%
增持
OKE
Oneok Inc
+$1.5M
83,143
+12%
减持
NBIX
Neurocrine Biosciences Inc
-$1.5M
38,602
-11%
建仓
—
Gates Industrial Corporation P
+$1.5M
87,483
减持
CHRW
C H Robinson Worldwide Inc
+$1.5M
102,190
-8%
