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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 20
减持 115
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
+$63.9M
1,744,061
-6%
减持
NVDA
NVidia Corp
+$57.4M
2,722,559
-5%
减持
GOOGL
Alphabet Inc Cap Stock Cl A
+$39.4M
680,788
-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。
减持
TSLA
Tesla Inc
+$36.3M
324,309
-5%
减持
GOOG
Alphabet Inc Cap Stock Cl C
+$31.4M
551,076
-5%
减持
SPY
Spdr S&P 500 Etf Tr
-$23.3M
26,339
-60%
减持
AVGO
Broadcom Inc
+$21.8M
538,930
-5%
增持
APP
Applovin Corp Cl A
+$19.6M
28,774
+801%
减持
EFA
Ishares Msci Eafe Etf
-$13.5M
68,005
-69%
增持
PLTR
Palantir Technologies Inc Cl A
+$11.9M
251,664
+1%
减持
META
Meta Platforms Inc
-$11.2M
257,875
-5%
减持
ORCL
Oracle Corp
+$10.6M
198,083
-4%
增持
HOOD
Robinhood Mkts Inc Cl A
+$10.6M
80,014
+745%
减持
NFLX
Netflix Inc
-$10.0M
48,315
-5%
减持
ABBV
Abbvie Inc
+$9.4M
231,286
-3%
减持
JNJ
Johnson & Johnson
+$8.8M
320,149
-3%
减持
VTI
Vanguard Total Stock Market ET
-$8.2M
46,894
-39%
减持
INDA
Ishares Msci India Etf
-$7.3M
747,145
-10%
减持
AMZN
Amazon.Com Inc
-$7.1M
1,124,738
-3%
减持
V
Visa Inc Cl A
-$6.7M
198,275
-5%
增持
CVX
Chevron Corp
+$6.2M
301,445
+6%
减持
COST
Costco Wholesale Corp
-$6.2M
55,408
-5%
减持
MSFT
Microsoft Corp
-$6.2M
859,563
-5%
建仓
TLN
Talen Energy Corp
+$6.1M
14,430
增持
NTNX
Nutanix, Inc A
+$6.1M
84,701
+2482%
减持
INTC
Intel Corp
+$5.8M
653,453
-9%
减持
ISRG
Intuitive Surgical Inc
-$5.8M
50,487
-3%
减持
CRM
Salesforce Inc
-$5.4M
110,863
-5%
增持
MCHI
Ishares Msci China Etf
+$5.4M
380,955
+7%
增持
IJR
Ishares Core S&P Scp Etf
+$5.4M
208,690
+18%
减持
—
Accenture Plc Ireland Class A
-$5.3M
75,442
-6%
减持
MU
Micron Technology Inc
+$5.1M
141,742
-6%
增持
TRU
Transunion
+$5.0M
63,334
+1665%
增持
—
Technipfmc Plc
+$5.0M
132,861
+1563%
清仓
—
Hess Corp
-$4.9M
0
-100%
减持
CAT
Caterpillar Inc
+$4.9M
79,430
-7%
增持
DDOG
Datadog Inc Cl A
+$4.7M
36,777
+869%
增持
TWLO
Twilio Inc Cl A
+$4.6M
48,474
+2540%
减持
INTU
Intuit
-$4.6M
32,805
-4%
减持
EME
Emcor Group Inc
-$4.5M
6,119
-62%
减持
IBKR
Interactive Brokers Group Inc
-$4.5M
53,242
-64%
减持
ANET
Arista Networks Inc
+$4.4M
120,677
-6%
减持
LRCX
Lam Research Corp New
+$4.3M
147,445
-7%
减持
KO
Coca-Cola Co
-$4.3M
474,544
-6%
减持
TXN
Texas Instruments Inc
-$4.0M
113,008
-5%
减持
IBM
Intl Business Machines
-$3.9M
146,976
-4%
减持
GE
General Electric Company
+$3.9M
131,970
-5%
减持
NOW
Servicenow Inc
-$3.8M
23,909
-5%
减持
FISV
Fiserv Inc
-$3.7M
65,388
-7%
增持
SQ
Block Inc Cl A
+$3.7M
59,983
+551%
减持
SPGI
S&P Global Inc
-$3.7M
52,713
-5%
清仓
ANSS
Ansys Inc
-$3.6M
0
-100%
减持
DIS
Disney Walt Co Disney
-$3.6M
216,939
-5%
减持
EWT
Ishares Msci Taiwan Etf
+$3.5M
648,568
-1%
减持
CMCSA
Comcast Corp Cl A
-$3.3M
517,703
-6%
减持
EWJ
Ishares Msci Jpn Etf New
-$3.3M
267,730
-19%
增持
ELAN
Elanco Animal Health Inc
+$3.2M
168,133
+1334%
减持
PM
Philip Morris Intl Inc
-$3.2M
108,964
-5%
减持
CMG
Chipotle Mexican Grill Inc
-$3.1M
156,903
-5%
建仓
SSB
Southstate Bank Corp
+$3.1M
31,817
减持
HD
Home Depot Inc
+$3.1M
125,070
-4%
清仓
—
South St Corp Com
-$3.1M
0
-100%
减持
APH
Amphenol Corp Cl A
+$3.0M
150,059
-5%
减持
NEM
Newmont Corporation
+$3.0M
137,414
-7%
减持
BSX
Boston Scientific Corp
-$2.9M
217,011
-3%
减持
PG
Procter & Gamble Co
-$2.9M
303,391
-2%
清仓
—
Skechers Usa Inc Cl A
-$2.9M
0
-100%
增持
—
Vanguard Funds PLC Sp 500 ETF
+$2.9M
117,014
+17%
增持
FDS
Factset Research Systems Inc
-$2.9M
20,056
+4%
减持
BKNG
Booking Holdings Inc
-$2.9M
3,805
-6%
减持
FIX
Comfort Systems Usa Inc
+$2.8M
11,204
-7%
增持
WBD
Warner Bros Discovery Inc Com
+$2.8M
328,604
+4%
减持
AMT
American Tower Corporation
-$2.8M
70,781
-5%
减持
ADBE
Adobe Inc
-$2.8M
49,940
-5%
减持
KVUE
Kenvue Inc
-$2.8M
528,158
-2%
增持
WELL
Welltower Inc
+$2.7M
107,059
+1%
减持
ELV
Elevance Health Inc
-$2.7M
34,431
-3%
减持
CIEN
Ciena Corp
+$2.6M
45,815
-8%
减持
SNDK
Sandisk Corp
+$2.6M
44,928
-15%
减持
DE
Deere & Co
-$2.6M
32,860
-5%
减持
CHRW
C H Robinson Worldwide Inc
+$2.6M
79,313
-4%
减持
CSCO
Cisco Systems Inc
-$2.6M
536,620
-5%
减持
CL
Colgate Palmolive Co
-$2.6M
185,320
-3%
清仓
—
Walgreens Boots Alliance Inc
-$2.5M
0
-100%
减持
TMO
Thermo Fisher Scientific Inc
+$2.5M
39,316
-4%
建仓
HL
Hecla Mng Co Com
+$2.5M
205,235
减持
COF
Capital One Financial Corp
-$2.5M
83,378
-12%
减持
CI
Cigna Group
-$2.4M
45,903
-3%
减持
PGR
Progressive Corp Ohio
-$2.4M
69,975
-5%
减持
HON
Honeywell Intl Inc
-$2.4M
70,931
-5%
减持
JPM
JPMorgan Chase & Co
+$2.3M
351,960
-6%
增持
TTD
The Trade Desk Inc Cl A
+$2.3M
55,389
+886%
减持
T
AT&T Inc
-$2.3M
1,000,688
-5%
减持
CTAS
Cintas Corp
-$2.3M
82,928
-4%
减持
BAC
Bank America Corp
+$2.3M
887,154
-3%
减持
EMR
Emerson Electric Co
-$2.3M
120,481
-11%
减持
BRK/B
Berkshire Hathaway Inc Cl B
-$2.2M
228,593
-5%
减持
CHTR
Charter Communications Inc Cl
-$2.2M
13,961
-6%
减持
ROP
Roper Technologies Inc
-$2.2M
26,142
-3%
减持
KLAC
Kla Corporation
+$2.2M
15,919
-5%
减持
GLW
Corning Inc
+$2.2M
79,922
-4%
减持
PSTG
Pure Storage Inc
+$2.2M
98,615
-7%
减持
UPS
United Parcel Service Inc Cl B
-$2.2M
100,426
-4%
减持
TSM
Taiwan Semiconductor Mfg Co Lt
+$2.2M
43,834
-2%
减持
ADP
Automatic Data Processing Inc
-$2.1M
77,138
-4%
减持
SFM
Sprouts Farmers Mkt Inc
-$2.1M
31,475
-7%
减持
LOW
Lowes Cos Inc
+$2.1M
102,275
-4%
减持
FTNT
Fortinet Inc
-$2.1M
78,670
-5%
减持
BRO
Brown & Brown Inc
-$2.1M
104,954
-3%
减持
AMD
Advanced Micro Devices Inc
+$2.1M
187,392
-6%
减持
C
Citigroup Inc
+$2.0M
257,534
-9%
减持
WDC
Western Digital Corp
+$2.0M
40,923
-9%
建仓
VNOM
Viper Energy Inc Cl A
+$2.0M
52,841
减持
TJX
Tjx Cos Inc
+$2.0M
146,424
-6%
减持
ECHO
Echostar Corporation
+$2.0M
42,310
-6%
减持
SYK
Stryker Corp
-$2.0M
50,326
-3%
减持
—
Seagate Technology Holdings PL
+$1.9M
24,397
-8%
减持
TDG
Transdigm Group Inc
-$1.9M
6,732
-5%
减持
ICE
Intercontinental Exchange Inc
-$1.9M
73,615
-6%
减持
UNH
Unitedhealth Group Inc
+$1.9M
95,894
-4%
减持
CAH
Cardinal Health Inc
-$1.9M
93,729
-5%
减持
MRSH
Marsh & Mclennan Cos Inc
-$1.9M
63,688
-5%
增持
SWTSX
Schwab Capital Trust Total Sto
-$1.9M
2,235,588
+515%
减持
LLY
Lilly Eli & Co
-$1.9M
80,504
-1%
减持
RTX
Rtx Corp
+$1.9M
107,419
-3%
减持
KTOS
Kratos Defense & Security
+$1.8M
46,013
-10%
清仓
—
Juniper Networks Inc
-$1.8M
0
-100%
建仓
MIR
Mirion Technologies Inc Cl A
+$1.7M
74,991
减持
GEV
GE Vernova Inc
+$1.7M
31,748
-6%
减持
UTHR
United Therapeutics Corp
+$1.7M
15,004
-6%
清仓
—
Viper Energy Inc Cl A
-$1.7M
0
-100%
减持
PAYX
Paychex Inc
-$1.7M
39,189
-14%
减持
CARR
Carrier Global Corporation
-$1.7M
95,703
-5%
减持
—
TE Connectivity PLC
+$1.7M
40,867
-6%
清仓
—
Gms Inc
-$1.7M
0
-100%
清仓
—
Championx Corporation
-$1.6M
0
-100%
减持
GWW
Grainger W W Inc
-$1.6M
13,903
-3%
减持
—
Linde PLC
-$1.6M
74,962
-5%
减持
AJG
Gallagher Arthur J & Co
-$1.6M
29,543
-12%
减持
VRTX
Vertex Pharmaceuticals Inc
-$1.6M
25,662
-2%
减持
SBUX
Starbucks Corp
-$1.6M
100,889
-8%
减持
CNC
Centene Corp
-$1.6M
74,459
-4%
减持
KDP
Keurig Dr Pepper Inc Com
-$1.6M
151,654
-8%
清仓
—
Paramount Global Class B Com
-$1.6M
0
-100%
减持
PYPL
Paypal Holdings Inc
-$1.5M
121,012
-7%
减持
MDLZ
Mondelez Intl Inc Cl A
-$1.5M
142,509
-8%
减持
VRSK
Verisk Analytics Inc
-$1.5M
19,393
-5%
增持
BABA
Alibaba Group Holding LTD Sp A
+$1.4M
21,691
+1%
减持
UNP
Union Pacific Corp
-$1.4M
76,171
-10%
减持
OTIS
Otis Worldwide Corp
-$1.4M
49,265
-18%
