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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 41
减持 96
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVidia Corp
-$78.4M
2,889,631
-1%
增持
AAPL
Apple Inc
-$52.8M
1,880,365
+0%
减持
TSLA
Tesla Inc
-$50.2M
341,982
-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
MSFT
Microsoft Corp
-$44.1M
916,446
-0%
减持
AVGO
Broadcom Inc
-$37.4M
569,862
-0%
减持
AMZN
Amazon.Com Inc
-$34.0M
1,165,692
-0%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
-$26.2M
722,077
-1%
减持
GOOG
Alphabet Inc Cap Stock Cl C
-$21.9M
587,288
-2%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$19.5M
244,766
+0%
减持
NOBL
ProShares S&P 500 Dividend Ari
-$10.6M
51,992
-67%
增持
SPY
Spdr S&P 500 Etf Tr
+$8.6M
94,052
+25%
增持
EWJ
Ishares Msci Jpn Etf New
+$8.3M
260,917
+82%
减持
CRM
Salesforce Inc
-$8.0M
116,650
-1%
减持
EFA
Ishares Msci Eafe Etf
-$7.6M
55,725
-65%
增持
JNJ
Johnson & Johnson
+$7.6M
337,020
+1%
减持
—
Exxon Mobil Corp
+$7.3M
680,613
-1%
减持
ABBV
Abbvie Inc
+$7.1M
243,198
-2%
减持
NOW
Servicenow Inc
-$6.9M
25,213
-1%
增持
CVX
Chevron Corp
+$6.9M
294,770
+1%
增持
ES
Eversource Energy
+$6.7M
152,427
+214%
增持
DASH
Doordash Inc Cl A
+$6.7M
40,515
+804%
增持
ERIE
Erie Indemnity Co Cl A
+$6.6M
19,706
+379%
减持
WSM
Williams Sonoma Inc
-$6.0M
16,468
-64%
减持
ORCL
Oracle Corp
-$5.9M
207,599
-1%
增持
CVS
CVS Health Corp
+$5.6M
231,834
+3%
增持
FDS
Factset Research Systems Inc
+$5.5M
17,017
+268%
减持
V
Visa Inc Cl A
+$5.4M
213,319
-3%
减持
T
AT&T Inc
+$5.4M
1,073,998
-2%
建仓
GWRE
Guidewire Software Inc
+$5.4M
28,748
减持
CAT
Caterpillar Inc
-$5.1M
86,180
-7%
减持
EXE
Chesapeake Energy Corp
-$4.7M
27,774
-65%
减持
META
Meta Platforms Inc
-$4.7M
276,932
-1%
建仓
ENTG
Entegris Inc Com
+$4.6M
52,320
减持
KO
Coca-Cola Co
+$4.5M
522,262
-1%
减持
ABT
Abbott Laboratories
+$4.4M
264,236
-2%
减持
ANET
Arista Networks Inc
-$4.4M
130,157
-1%
减持
GE
General Electric Company
+$4.3M
141,704
-2%
减持
WMT
Wal-Mart Inc
-$4.2M
578,664
-5%
增持
VZ
Verizon Communications Inc
+$4.0M
651,685
+2%
减持
—
Eaton Corp Plc
-$3.6M
44,288
-6%
减持
—
Accenture Plc Ireland Class A
-$3.6M
80,445
-1%
减持
MRK
Merck & Co Inc
-$3.5M
280,249
-3%
减持
EMR
Emerson Electric Co
-$3.5M
135,818
-9%
减持
ADBE
Adobe Inc
-$3.5M
54,068
-1%
减持
LLY
Lilly Eli & Co
+$3.5M
82,232
-1%
增持
—
Medtronic Plc
+$3.5M
292,895
+2%
减持
WST
West Pharmaceutical Svsc Inc
-$3.5M
29,000
-5%
减持
HD
Home Depot Inc
-$3.4M
130,670
-1%
增持
AMD
Advanced Micro Devices Inc
-$3.4M
199,703
+1%
减持
PM
Philip Morris Intl Inc
+$3.4M
117,934
-7%
增持
ED
Consolidated Edison Inc
+$3.3M
136,412
+3%
减持
DIS
Disney Walt Co Disney
-$3.2M
232,362
-1%
减持
UBER
Uber Technologies Inc
+$3.1M
266,779
-2%
减持
BAC
Bank America Corp
-$3.1M
935,443
-2%
增持
ACI
Albertsons Companies, Inc. Cla
+$3.1M
153,177
+868%
减持
AXP
American Express Co
-$3.0M
74,258
-4%
增持
WELL
Welltower Inc
+$3.0M
104,280
+1%
减持
—
Linde PLC
+$3.0M
81,554
-2%
增持
TGT
Target Corp
-$2.9M
118,248
+5%
增持
MDY
Spdr S&P Mid Cap 400 Etf Tr
+$2.9M
23,816
+38%
减持
PYPL
Paypal Holdings Inc
-$2.9M
132,661
-2%
增持
ELV
Elevance Health Inc
+$2.9M
39,447
+2%
减持
ILMN
Illumina Inc
-$2.8M
48,586
-3%
减持
—
Pentair Plc
-$2.8M
102,926
-12%
增持
BX
Blackstone Inc
-$2.8M
87,420
+1%
增持
PLTR
Palantir Technologies Inc Cl A
+$2.7M
243,516
+3%
减持
TM
Toyota Mtr Corp Sponsored Adr
-$2.7M
12,114
-51%
减持
AMGN
Amgen Inc
+$2.7M
61,813
-3%
减持
PGR
Progressive Corp Ohio
+$2.7M
75,027
-3%
减持
TMUS
T Mobile Us Inc
+$2.7M
67,943
-3%
增持
CI
Cigna Group
+$2.6M
48,808
+0%
减持
GILD
Gilead Sciences Inc
+$2.6M
147,738
-2%
建仓
CAVA
Cava Group Inc
+$2.4M
28,113
增持
SCHW
The Charles Schwab Corporation
+$2.4M
212,673
+10%
增持
O
Realty Income Corp
+$2.4M
273,086
+8%
清仓
—
Aspen Technology Inc
-$2.3M
0
-100%
减持
BSX
Boston Scientific Corp
+$2.3M
228,981
-1%
减持
SRE
Sempra
-$2.3M
88,521
-10%
减持
LOW
Lowes Cos Inc
-$2.3M
107,904
-3%
减持
AMT
American Tower Corporation
+$2.3M
74,382
-2%
清仓
—
Altair Engr Inc Com Cl A
-$2.3M
0
-100%
建仓
CART
Maplebear Inc
+$2.2M
55,395
增持
AJG
Gallagher Arthur J & Co
+$2.2M
33,523
+2%
减持
MANH
Manhattan Assocs Inc
-$2.2M
21,341
-2%
减持
GWW
Grainger W W Inc
-$2.2M
13,868
-8%
建仓
SNDK
Sandisk Corp
+$2.1M
44,928
减持
IBM
Intl Business Machines
+$2.1M
157,917
-7%
减持
AMAT
Applied Materials Inc
-$2.1M
103,169
-2%
增持
INTC
Intel Corp
+$2.1M
708,706
+2%
减持
NKE
Nike Inc Cl B
-$2.1M
159,411
-1%
减持
MCK
Mckesson Corp
+$2.1M
20,434
-0%
减持
MRSH
Marsh & Mclennan Cos Inc
+$2.0M
68,002
-1%
清仓
BRK/A
Berkshire Hathaway Inc Del
-$2.0M
0
-100%
减持
NVO
Novo-Nordisk AS ADR
-$2.0M
36,296
-31%
增持
SJM
Smucker J M Co
+$2.0M
71,604
+22%
减持
PSTG
Pure Storage Inc
-$2.0M
107,499
-2%
增持
EXC
Exelon Corp
+$2.0M
162,643
+11%
增持
DECK
Deckers Outdoor Corp
-$2.0M
21,781
+0%
增持
MCHI
Ishares Msci China Etf
+$2.0M
195,390
+6%
建仓
WSC
Willscot Hldgs Corp
+$2.0M
70,310
增持
EWY
Ishares Msci Sth Kor Etf
+$2.0M
275,246
+8%
增持
EQIX
Equinix Inc Common Stock REIT
-$2.0M
15,417
+0%
清仓
—
Arcadium Lithium PLC
-$1.9M
0
-100%
减持
TROW
Price T Rowe Group Inc
-$1.9M
86,944
-1%
减持
DHR
Danaher Corporation
-$1.9M
73,309
-1%
减持
VRTX
Vertex Pharmaceuticals Inc
+$1.9M
26,421
-2%
建仓
ESI
Element Solutions Inc
+$1.9M
82,854
减持
EIX
Edison Intl
-$1.9M
56,670
-13%
增持
KKR
KKR & Co Inc
-$1.8M
68,022
+4%
增持
EXPD
Expeditors Intl Wash Inc
+$1.8M
85,748
+12%
减持
CMG
Chipotle Mexican Grill Inc
-$1.8M
167,945
-1%
减持
ORLY
O'reilly Automotive Inc
+$1.8M
7,719
-1%
减持
SRPT
Sarepta Therapeutics Inc
-$1.8M
28,783
-3%
减持
GS
Goldman Sachs Group Inc
-$1.8M
43,029
-2%
减持
BKNG
Booking Holdings Inc
-$1.7M
4,184
-1%
增持
—
AON PLC Cl A
+$1.7M
29,193
+6%
减持
RTX
Rtx Corp
+$1.7M
118,065
-2%
减持
GM
General Motors Co
-$1.7M
175,710
-6%
减持
UPS
United Parcel Service Inc Cl B
-$1.7M
104,493
-0%
减持
CORT
Corcept Therapeutics Inc
+$1.7M
27,201
-3%
减持
MS
Morgan Stanley
-$1.7M
169,627
-1%
减持
—
Chubb Limited
+$1.7M
83,959
-2%
增持
KVUE
Kenvue Inc
+$1.7M
560,105
+2%
减持
COHR
Coherent Corp
-$1.7M
52,959
-2%
增持
DLR
Digital Realty Trust Inc
-$1.7M
51,461
+1%
减持
AAL
American Airlines Group Inc
-$1.7M
227,994
-2%
减持
ROP
Roper Technologies Inc
+$1.7M
27,800
-2%
减持
TMO
Thermo Fisher Scientific Inc
-$1.6M
41,673
-3%
减持
ICE
Intercontinental Exchange Inc
+$1.6M
78,960
-2%
减持
NEM
Newmont Corporation
+$1.6M
152,245
-1%
减持
CSX
CSX Corp
-$1.6M
276,957
-8%
减持
BRO
Brown & Brown Inc
+$1.6M
114,786
-8%
减持
COR
CENCORA INC
+$1.6M
29,910
-0%
减持
EME
Emcor Group Inc
-$1.6M
16,613
-2%
减持
JEF
Jefferies Financial Group Inc
-$1.6M
58,935
-2%
减持
CDNS
Cadence Design System Inc
-$1.6M
32,893
-1%
减持
DAL
Delta Air Lines Inc
-$1.6M
89,613
-1%
减持
CME
Cme Group Inc
+$1.6M
50,152
-1%
增持
NUE
Nucor Corp
+$1.6M
92,532
+13%
增持
BF/B
Brown Forman Corp Cl B
+$1.5M
189,847
+47%
减持
MCD
Mcdonalds Corp
+$1.5M
100,624
-2%
减持
PCG
PG&E Corp
-$1.5M
292,992
-10%
减持
NFLX
Netflix Inc
+$1.5M
51,383
-1%
增持
KMB
Kimberly Clark Corp
+$1.5M
105,607
+2%
减持
HON
Honeywell Intl Inc
-$1.5M
80,202
-2%
建仓
FRPT
Freshpet Inc
+$1.5M
18,155
减持
DUK
Duke Energy Corp
+$1.5M
116,110
-1%
减持
CHRW
C H Robinson Worldwide Inc
-$1.5M
83,628
-14%
建仓
MWA
Mueller Wtr Prods Inc Com Ser
+$1.5M
58,416
减持
CSCO
Cisco Systems Inc
+$1.5M
589,842
-0%
